From 162943fb21497a9444281a05a8c1cfe93b353e78 Mon Sep 17 00:00:00 2001 From: Kelly Stathis Date: Mon, 1 Jun 2026 16:42:00 -0700 Subject: [PATCH 01/22] 4.8: update version number and contributors --- docs/appendices/appendix-2.rst | 16 +++++ docs/conf.py | 6 +- docs/index.rst | 84 +++++++++----------------- docs/introduction/about-schema.rst | 2 +- docs/introduction/version-update.rst | 35 ++--------- docs/mappings/dublincore-qualified.rst | 2 +- docs/mappings/dublincore.rst | 4 +- 7 files changed, 57 insertions(+), 92 deletions(-) diff --git a/docs/appendices/appendix-2.rst b/docs/appendices/appendix-2.rst index daec78b..606a79a 100644 --- a/docs/appendices/appendix-2.rst +++ b/docs/appendices/appendix-2.rst @@ -5,6 +5,22 @@ Appendix 2 provides the update contents of earlier versions of the schema. .. contents:: :local: +`Version 4.7 `_ +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +.. rubric:: Schema changes + +* Addition of :ref:`Poster` and :ref:`Presentation` to the :doc:`/appendices/appendix-1/resourceTypeGeneral` controlled list values. +* Addition of :ref:`RAiD` and :ref:`SWHID` to the :doc:`/appendices/appendix-1/relatedIdentifierType` controlled list values. +* Addition of new :doc:`/appendices/appendix-1/relationType`: :ref:`relationType_Other` +* Addition of new sub-properties: :ref:`12.g` for :ref:`12` and :ref:`20.c` for :ref:`20` + +.. rubric:: Documentation changes + +* Documentation of existing `xml:lang` sub-properties on their property pages. +* Updated examples in :doc:`Appendix 1: Controlled List Definitions - resourceTypeGeneral `. +* Updated the :ref:`Guidance_missing_values`. + `Version 4.6 `_ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ diff --git a/docs/conf.py b/docs/conf.py index b008dec..840f8cd 100644 --- a/docs/conf.py +++ b/docs/conf.py @@ -7,8 +7,8 @@ copyright = "Creative Commons Attribution 4.0 International (CC BY 4.0)" license_url = "https://creativecommons.org/licenses/by/4.0/" -release = '4.7' -version = '4.7' +release = '4.8' +version = '4.8' # -- General configuration @@ -101,7 +101,7 @@ } latex_documents = [ - ('index', 'DataCite-MetadataKernel_v4.7.tex', + ('index', 'DataCite-MetadataKernel_v4.8.tex', u'DataCite Metadata Schema Documentation', u'DataCite Metadata Working Group', 'howto'), ] diff --git a/docs/index.rst b/docs/index.rst index 49f4951..518790d 100644 --- a/docs/index.rst +++ b/docs/index.rst @@ -3,7 +3,7 @@ DataCite Metadata Schema Documentation for the Publication and Citation of Resea .. note:: - DataCite Metadata Working Group. (2026). DataCite Metadata Schema for the Publication and Citation of Research Data and Other Research Outputs. Version 4.7. DataCite e.V. https://doi.org/10.14454/qdd3-ps68 + DataCite Metadata Working Group. (2026). DataCite Metadata Schema for the Publication and Citation of Research Data and Other Research Outputs. Version 4.8. DataCite e.V. https://doi.org/10.14454/kwsj-rh55 Contributors from the DataCite Metadata Working Group: @@ -47,30 +47,10 @@ Contributors from the DataCite Metadata Working Group: Wendy RobertsonORCID logo -.. |Mike Shallcross| raw:: html - - Mike ShallcrossORCID logo - .. |Kelly Stathis| raw:: html Kelly StathisORCID logo -.. |Nicola Tarocco| raw:: html - - Nicola TaroccoORCID logo - -.. |Hana Vyčítalová| raw:: html - - Hana VyčítalováORCID logo - -.. |Melissa Harrison| raw:: html - - Melissa HarrisonORCID logo - -.. |Peyton Tvrdy| raw:: html - - Peyton TvrdyORCID logo - .. |Dorothea Strecker| raw:: html Dorothea StreckerORCID logo @@ -87,9 +67,17 @@ Contributors from the DataCite Metadata Working Group: Adam Vials MooreORCID logo -.. |Sara El-Gebali| raw:: html +.. |Gretchen Gueguen| raw:: html + + Gretchen GueguenORCID logo + +.. |Jia Liu| raw:: html - Sara El-GebaliORCID logo + Jia LiuORCID logo + +.. |Myung-Ja K. Han| raw:: html + + Myung-Ja K. HanORCID logo .. |British Library| raw:: html @@ -131,26 +119,6 @@ Contributors from the DataCite Metadata Working Group: University of IowaROR logo -.. |Inter-university Consortium for Political and Social Research| raw:: html - - Inter-university Consortium for Political and Social ResearchROR logo - -.. |CERN| raw:: html - - CERNROR logo - -.. |National Library of Technology (Czech Republic)| raw:: html - - National Library of Technology (Czech Republic)ROR logo - -.. |EMBL-EBI| raw:: html - - EMBL-EBIROR logo - -.. |National Transportation Library, United States Department of Transportation| raw:: html - - National Transportation Library, United States Department of TransportationROR logo - .. |Berlin School of Library and Information Science, Humboldt-Universität zu Berlin| raw:: html Berlin School of Library and Information Science, Humboldt-Universität zu BerlinROR logo @@ -167,6 +135,18 @@ Contributors from the DataCite Metadata Working Group: JiscROR logo +.. |Center for Open Science| raw:: html + + Center for Open ScienceROR logo + +.. |Computer Network Information Center of the Chinese Academy of Sciences| raw:: html + + Computer Network Information Center of the Chinese Academy of SciencesROR logo + +.. |University of Illinois Urbana-Champaign| raw:: html + + University of Illinois Urbana-ChampaignROR logo + .. |DataCite| raw:: html DataCiteROR logo @@ -179,21 +159,18 @@ Contributors from the DataCite Metadata Working Group: * |Isabel Bernal|, |Spanish National Research Council (CSIC)| * |Anusuriya Devaraju|, |Commonwealth Scientific and Industrial Research Organisation (CSIRO)| * |Kirsten Elger|, |GFZ German Research Centre for Geosciences| + * |Gretchen Gueguen|, |Center for Open Science| * |Ted Habermann|, |Metadata Game Changers| - * |Melissa Harrison|, |EMBL-EBI| + * |Myung-Ja K. Han|, |University of Illinois Urbana-Champaign| * |Robin Kraus|, |TIB Hanover| + * |Jia Liu|, |Computer Network Information Center of the Chinese Academy of Sciences| * |Ian Mathews|, |Redivis| * |Andrea Medina-Smith|, |Sage Data| * |Adam Vials Moore|, |Jisc| * |Joseph Padfield|, |The National Gallery| * |Anne Raugh|, |University of Maryland| - * |Mike Shallcross|, |Inter-university Consortium for Political and Social Research| * |Dorothea Strecker|, |Berlin School of Library and Information Science, Humboldt-Universität zu Berlin| - * |Nicola Tarocco|, |CERN| - * |Peyton Tvrdy|, |National Transportation Library, United States Department of Transportation| - * |Hana Vyčítalová|, |National Library of Technology (Czech Republic)| * |Kelly Stathis|, |DataCite| - * |Sara El-Gebali|, |DataCite| .. only:: latex @@ -203,21 +180,18 @@ Contributors from the DataCite Metadata Working Group: * Isabel Bernal, Spanish National Research Council (CSIC) * Anusuriya Devaraju, Commonwealth Scientific and Industrial Research Organisation (CSIRO) * Kirsten Elger, GFZ German Research Centre for Geosciences + * Gretchen Gueguen, Center for Open Science * Ted Habermann, Metadata Game Changers - * Melissa Harrison, EMBL-EBI + * Myung-Ja K. Han, University of Illinois Urbana-Champaign * Robin Kraus, TIB Hanover + * Jia Liu, Computer Network Information Center of the Chinese Academy of Sciences * Ian Mathews, Redivis * Andrea Medina-Smith, Sage Data * Adam Vials Moore, Jisc * Joseph Padfield, The National Gallery * Anne Raugh, University of Maryland - * Mike Shallcross, Inter-university Consortium for Political and Social Research * Dorothea Strecker, Berlin School of Library and Information Science, Humboldt-Universität zu Berlin - * Nicola Tarocco, CERN - * Peyton Tvrdy, National Transportation Library, United States Department of Transportation - * Hana Vyčítalová, National Library of Technology (Czech Republic) * Kelly Stathis, DataCite - * Sara El-Gebali, DataCite Contents diff --git a/docs/introduction/about-schema.rst b/docs/introduction/about-schema.rst index 71a4949..d06eab5 100644 --- a/docs/introduction/about-schema.rst +++ b/docs/introduction/about-schema.rst @@ -5,7 +5,7 @@ About the DataCite Metadata Schema .. note:: - **Citation:** DataCite Metadata Working Group. (2026). DataCite Metadata Schema Documentation for the Publication and Citation of Research Data and Other Research Outputs. Version 4.7. DataCite e.V. https://doi.org/10.14454/qdd3-ps68 + **Citation:** DataCite Metadata Working Group. (2026). DataCite Metadata Schema Documentation for the Publication and Citation of Research Data and Other Research Outputs. Version 4.8. DataCite e.V. https://doi.org/10.14454/kwsj-rh55 Note that the schema and this documentation will always have the same version number. diff --git a/docs/introduction/version-update.rst b/docs/introduction/version-update.rst index 945bab0..019de15 100644 --- a/docs/introduction/version-update.rst +++ b/docs/introduction/version-update.rst @@ -1,48 +1,23 @@ -Version 4.7 Update +Version 4.8 Update ==================== .. note:: To access the documentation in PDF or Epub format, access the menu in the bottom left corner or the links below: - - PDF: https://datacite-metadata-schema.readthedocs.io/_/downloads/en/4.7/pdf/ - - Epub: https://datacite-metadata-schema.readthedocs.io/_/downloads/en/4.7/epub/ + - PDF: https://datacite-metadata-schema.readthedocs.io/_/downloads/en/4.8/pdf/ + - Epub: https://datacite-metadata-schema.readthedocs.io/_/downloads/en/4.8/epub/ These changes are in response to requests from DataCite community members—people like you that have used the metadata schema and have imagined ways in which it might work better for their particular use cases. We are indebted to everyone who has provided us with their feedback, allowing us to improve our service for the broader DataCite community. +If you have ideas for the DataCite Metadata Schema, we invite you to contribute on `DataCite Suggestions `_ + .. contents:: :local: :backlinks: none Schema changes ----------------------------- -* Addition of :ref:`Poster` and :ref:`Presentation` to the :doc:`/appendices/appendix-1/resourceTypeGeneral` controlled list values. - - * These values may be used in :ref:`10.a` and other places where resourceTypeGeneral is used (:ref:`12.f`, :ref:`20.a`). -* Addition of :ref:`RAiD` and :ref:`SWHID` to the :doc:`/appendices/appendix-1/relatedIdentifierType` controlled list values. - - * These values may be used in :ref:`12.a` and other places where relatedIdentifierType is used (:ref:`20.1.a`). -* Addition of new :doc:`/appendices/appendix-1/relationType`: :ref:`relationType_Other` -* Addition of new sub-properties: - - * :ref:`12.g` for :ref:`12` - * :ref:`20.c` for :ref:`20` - Documentation changes ----------------------------- -* Documentation of existing `xml:lang` sub-properties on their property pages: - - * :ref:`2.1.lang` for :ref:`2.1` - * :ref:`3.lang` for :ref:`3` - * :ref:`4.lang` for :ref:`4` - * :ref:`6.lang` for :ref:`6` - * :ref:`7.1.lang` for :ref:`7.1` - * :ref:`16.lang` for :ref:`16` - * :ref:`17.lang` for :ref:`17` - * :ref:`20.2.1.lang` for :ref:`20.2.1` - * :ref:`20.3.lang` for :ref:`20.3` - * :ref:`20.12.1.lang` for :ref:`20.12.1` - -* Updated examples in :doc:`Appendix 1: Controlled List Definitions - resourceTypeGeneral `. -* Updated the :ref:`Guidance_missing_values`. diff --git a/docs/mappings/dublincore-qualified.rst b/docs/mappings/dublincore-qualified.rst index e6239a3..f986978 100644 --- a/docs/mappings/dublincore-qualified.rst +++ b/docs/mappings/dublincore-qualified.rst @@ -1,7 +1,7 @@ DataCite to Dublin Core Qualified Mapping ================================================================= -This mapping can be used to convert records described following version 4.7 of the DataCite Metadata Schema into records that comply with the Dublin Core Metadata Initiative Schema. +This mapping can be used to convert records described following version 4.8 of the DataCite Metadata Schema into records that comply with the Dublin Core Metadata Initiative Schema. .. _Table 4: diff --git a/docs/mappings/dublincore.rst b/docs/mappings/dublincore.rst index 380ab9e..cc88409 100644 --- a/docs/mappings/dublincore.rst +++ b/docs/mappings/dublincore.rst @@ -1,7 +1,7 @@ DataCite to Dublin Core Mapping ======================================== -These mappings can be used to convert records described following version 4.7 of the DataCite Metadata Schema into records that comply with the Dublin Core Metadata Initiative Schema. +These mappings can be used to convert records described following version 4.8 of the DataCite Metadata Schema into records that comply with the Dublin Core Metadata Initiative Schema. .. toctree:: :titlesonly: @@ -9,7 +9,7 @@ These mappings can be used to convert records described following version 4.7 of dublincore-qualified dublincore-local -The first mapping in :ref:`Table 4` can be used to convert records described following version 4.7 of the DataCite Metadata Schema into records that comply with the Dublin Core Metadata Initiative Schema. +The first mapping in :ref:`Table 4` can be used to convert records described following version 4.8 of the DataCite Metadata Schema into records that comply with the Dublin Core Metadata Initiative Schema. The second mapping in :ref:`Table 5` provides an example of a local DataCite Dublin Core extension. From 7d4d46b9ad5b058a2f096311493c35634f074d8e Mon Sep 17 00:00:00 2001 From: Kelly Stathis Date: Mon, 1 Jun 2026 16:58:50 -0700 Subject: [PATCH 02/22] 4.8: add Distribution and Access properties --- docs/appendices/appendix-1/accessType.rst | 26 ++++ docs/appendices/appendix-1/index.rst | 1 + docs/introduction/version-update.rst | 12 +- docs/properties/access.rst | 56 ++++++++ docs/properties/distribution.rst | 158 ++++++++++++++++++++++ docs/properties/index.rst | 2 + 6 files changed, 254 insertions(+), 1 deletion(-) create mode 100644 docs/appendices/appendix-1/accessType.rst create mode 100644 docs/properties/access.rst create mode 100644 docs/properties/distribution.rst diff --git a/docs/appendices/appendix-1/accessType.rst b/docs/appendices/appendix-1/accessType.rst new file mode 100644 index 0000000..fb6480c --- /dev/null +++ b/docs/appendices/appendix-1/accessType.rst @@ -0,0 +1,26 @@ +accessType +===================================== + +*Used by:* + +* :ref:`21.1.c` +* :ref:`22.a` + +*Options:* + +.. contents:: :local: + :backlinks: none + +.. _public: + +Public +~~~~~~~~~~~~~~~~~ + +**Description:** The resource is publicly available for anyone to access. + +.. _restricted: + +Restricted +~~~~~~~~~~~~~~~~~ + +**Description:** The resource is not publicly available. Access is limited to authorized users or systems, based on defined access controls or processes. diff --git a/docs/appendices/appendix-1/index.rst b/docs/appendices/appendix-1/index.rst index 439e77c..30fb102 100644 --- a/docs/appendices/appendix-1/index.rst +++ b/docs/appendices/appendix-1/index.rst @@ -11,3 +11,4 @@ Controlled list values that enhance the prospect that the resource’s metadata relatedIdentifierType relationType descriptionType + accessType diff --git a/docs/introduction/version-update.rst b/docs/introduction/version-update.rst index 019de15..69a3252 100644 --- a/docs/introduction/version-update.rst +++ b/docs/introduction/version-update.rst @@ -17,7 +17,17 @@ If you have ideas for the DataCite Metadata Schema, we invite you to contribute Schema changes ----------------------------- +* Addition of a new :ref:`21` property, with sub-properties: + + * :ref:`21.1` + * :ref:`21.1.a` + * :ref:`21.1.b` + * :ref:`21.1.c` + * :ref:`21.1.d` +* Addition of a new :ref:`22` property, with sub-property: + + * :ref:`22.a` Documentation changes ----------------------------- - +* Addition of :doc:`Appendix 1: Controlled List Definitions - accessType ` to accompany :ref:`22.a` and :ref:`21.1.c`. \ No newline at end of file diff --git a/docs/properties/access.rst b/docs/properties/access.rst new file mode 100644 index 0000000..d2f0d1f --- /dev/null +++ b/docs/properties/access.rst @@ -0,0 +1,56 @@ +.. _22: + +22. Access +==================== + +**Occurrences:** 0-1 + +**Definition:** Access information relevant to the resource as a whole. + +**Allowed values, examples, other constraints:** + +Include information on how to access the resource, including any restrictions on access. + +To describe access conditions for specific content URLs, use :ref:`21.1.c` (part of :ref:`21`). + +To provide copyright or licensing information, use the :ref:`16` property. To provide an embargo date, use the :ref:`8` property with :ref:`8.a` :ref:`Available`. + +.. contents:: :local: + :backlinks: none + +.. rubric:: Example + +.. tabs:: + + .. code-tab:: xml + + Available to researchers at XYZ institution + + .. code-tab:: json + + "access": { + "accessType": "Restricted" + "access": "Available to researchers at XYZ institution" + } + + + +.. _22.a: + +22.1 accessType +~~~~~~~~~~~~~~~~~~~ + +**Occurrences:** 1 + +**Definition:** The type of access for which the resource is available. + +**Allowed values, examples, other constraints:** + +If Access is used, accessType is mandatory. + +*Controlled List Values:* + + * :ref:`public` + * :ref:`restricted` + +See :doc:`Appendix 1: Controlled List Definitions - accessType ` for definitions. \ No newline at end of file diff --git a/docs/properties/distribution.rst b/docs/properties/distribution.rst new file mode 100644 index 0000000..0560ae9 --- /dev/null +++ b/docs/properties/distribution.rst @@ -0,0 +1,158 @@ +.. _21: + +21. Distribution +==================== + +**Occurrences:** 0-n + +**Definition:** Represents a form of a resource that can be accessed or retrieved, such as downloadable files. This property can be repeated if different variations are available. + +**Allowed values, examples, other constraints:** + +The use of this property indicates directly downloadable distributions. + +.. contents:: :local: + :backlinks: none + +.. rubric:: Example + +.. tabs:: + + .. code-tab:: xml + + + + https://example.org/readme.txt + https://example.org/data.json" + + + https://example.org/package.zip + + + + .. code-tab:: json + + "distributions": [ + [ + { + "contentUrl": "https://example.org/readme.txt", + "byteSize": 838861, + "mediaType": "text/plain", + "accessType": "Public", + "contentName": "readme.txt" + }, + { + "contentUrl": "https://example.org/data.json", + "byteSize": 5242880, + "mediaType": "application/json", + "accessType": "Restricted", + "contentName": "data.json" + } + ], + [ + { + "contentUrl": "https://example.org/package.zip", + "byteSize": 6081741, + "mediaType": "application/zip", + "accessType": "Public", + "contentName": "package.json" + } + ] + ] + +.. _21.1: + +21.1 contentURL +~~~~~~~~~~~~~~~~~~~ + +**Occurrences:** 1-n + +**Definition:** The URL leading to content provided by a repository using a valid protocol. + +**Allowed values, examples, other constraints:** + +If Distribution is used, at least one contentURL is mandatory. URLs should use schemes that are registered with IANA (e.g., https, ftp): https://www.iana.org/assignments/uri-schemes/uri-schemes.xhtml. + +A contentURL can either represent the entirety of the distribution, or a part of it. Collections of files can be described either using a single contentURL (e.g., an archive format or a BagIt folder structure) or as multiple contentURLs. + +Examples: + +* https://example.org/data.csv +* ftp://example.org/data.txt +* https://example.org/files.gzip + +.. _21.1.a: + +21.1.a byteSize +^^^^^^^^^^^^^^^^^^^ + +**Occurrences:** 0-1 + +**Definition:** The size of the object retrievable via the contentURL in bytes. + +**Allowed values, examples, other constraints:** + +The size in bytes can be approximated (as an integer) when the precise size is not known. + +Example: + +* 1048576 (for 1 Megabyte) + +.. _21.1.b: + +21.1.b mediaType +^^^^^^^^^^^^^^^^^^^ + +**Occurrences:** 0-1 + +**Definition:** Media type of the object retrievable via the contentURL. + +**Allowed values, examples, other constraints:** + +Media types (formerly known as MIME types) from the list maintained by IANA are strongly recommended. [#f1]_ + +Examples: + +* application/zip +* audio/mpeg + +.. _21.1.c: + +21.1.c accessType +^^^^^^^^^^^^^^^^^^^ + +**Occurrences:** 0-1 + +**Definition:** The type of access for which the object at the contentURL is available. + +**Allowed values, examples, other constraints:** + +To describe access conditions for the overall resource, use the :ref:`22` property. + +To provide copyright or licensing information, use the :ref:`16` property. To provide an embargo date, use the :ref:`8` property with :ref:`8.a` :ref:`Available`. + +*Controlled List Values:* + + * :ref:`public` + * :ref:`restricted` + +See :doc:`Appendix 1: Controlled List Definitions - accessType ` for definitions. + +.. _21.1.d: + +21.1.d contentName +^^^^^^^^^^^^^^^^^^^ + +**Occurrences:** 0-1 + +**Definition:** A name given to the content at the contentURL. + +**Allowed values, examples, other constraints:** + +Example: + +* readme. + + +.. rubric:: Footnotes +.. [#f1] See the IANA's list of `Media Types `_ and the MDN's documentation on `Media types (MIME types) `_ for guidance. \ No newline at end of file diff --git a/docs/properties/index.rst b/docs/properties/index.rst index f05193d..4c44975 100644 --- a/docs/properties/index.rst +++ b/docs/properties/index.rst @@ -24,4 +24,6 @@ DataCite Metadata Properties geolocation fundingreference relateditem + distribution + access From d32e5b87cbb59bf35985da4a587328873b58ca5d Mon Sep 17 00:00:00 2001 From: Kelly Stathis Date: Mon, 1 Jun 2026 17:00:04 -0700 Subject: [PATCH 03/22] 4.8: add resourceTypeGeneral BlogPost --- .../appendix-1/resourceTypeGeneral.rst | 16 ++++++++++++++++ docs/introduction/version-update.rst | 3 +++ docs/properties/relatedidentifier.rst | 1 + docs/properties/relateditem.rst | 1 + docs/properties/resourcetype.rst | 1 + 5 files changed, 22 insertions(+) diff --git a/docs/appendices/appendix-1/resourceTypeGeneral.rst b/docs/appendices/appendix-1/resourceTypeGeneral.rst index dcbad32..58177cb 100644 --- a/docs/appendices/appendix-1/resourceTypeGeneral.rst +++ b/docs/appendices/appendix-1/resourceTypeGeneral.rst @@ -49,6 +49,22 @@ Award **Suggested Dublin Core Mapping:** N/A +.. _BlogPost: + +BlogPost +~~~~~~~~~~~~~~~~~~~~~~~~~ + +**Description:** A piece of writing or other item of content published on a blog. + +**Examples and Usage Notes:** + +.. code:: xml + + + +**Suggested Dublin Core Mapping:** Text + + .. _Book: Book diff --git a/docs/introduction/version-update.rst b/docs/introduction/version-update.rst index 69a3252..ad78199 100644 --- a/docs/introduction/version-update.rst +++ b/docs/introduction/version-update.rst @@ -27,6 +27,9 @@ Schema changes * Addition of a new :ref:`22` property, with sub-property: * :ref:`22.a` +* Addition of :ref:`BlogPost` to the :doc:`/appendices/appendix-1/resourceTypeGeneral` controlled list values. + + * This value may be used in :ref:`10.a` and other places where resourceTypeGeneral is used (:ref:`12.f`, :ref:`20.a`). Documentation changes ----------------------------- diff --git a/docs/properties/relatedidentifier.rst b/docs/properties/relatedidentifier.rst index d420139..0870202 100644 --- a/docs/properties/relatedidentifier.rst +++ b/docs/properties/relatedidentifier.rst @@ -211,6 +211,7 @@ Use the controlled list values as stated in :ref:`10.a`: * :ref:`Audiovisual` * :ref:`Award` +* :ref:`BlogPost` * :ref:`Book` * :ref:`BookChapter` * :ref:`Collection` diff --git a/docs/properties/relateditem.rst b/docs/properties/relateditem.rst index 1c2299d..5af16ed 100644 --- a/docs/properties/relateditem.rst +++ b/docs/properties/relateditem.rst @@ -37,6 +37,7 @@ Use the controlled list values as stated in :ref:`10.a`: * :ref:`Audiovisual` * :ref:`Award` +* :ref:`BlogPost` * :ref:`Book` * :ref:`BookChapter` * :ref:`Collection` diff --git a/docs/properties/resourcetype.rst b/docs/properties/resourcetype.rst index a7dc2c0..8bc2c05 100644 --- a/docs/properties/resourcetype.rst +++ b/docs/properties/resourcetype.rst @@ -49,6 +49,7 @@ Free text. The recommended content is a single term of some detail so that a pai * :ref:`Audiovisual` * :ref:`Award` +* :ref:`BlogPost` * :ref:`Book` * :ref:`BookChapter` * :ref:`Collection` From 20006d428e5c829ad422de9f421b99668ba1b217 Mon Sep 17 00:00:00 2001 From: Kelly Stathis Date: Mon, 1 Jun 2026 17:00:51 -0700 Subject: [PATCH 04/22] 4.8: add relatedIdentifierType PatentNumber --- .../appendix-1/relatedIdentifierType.rst | 16 ++++++++++++++++ docs/introduction/version-update.rst | 3 +++ docs/properties/relatedidentifier.rst | 1 + docs/properties/relateditem.rst | 1 + 4 files changed, 21 insertions(+) diff --git a/docs/appendices/appendix-1/relatedIdentifierType.rst b/docs/appendices/appendix-1/relatedIdentifierType.rst index 9e11f83..3a97da6 100644 --- a/docs/appendices/appendix-1/relatedIdentifierType.rst +++ b/docs/appendices/appendix-1/relatedIdentifierType.rst @@ -240,6 +240,22 @@ LSID urn:lsid:ubio.org:namebank:11815 +.. _PatentNumber: + +PatentNumber +~~~~~~~~~~~~~~~~~~~~~~~~~ + +**Full Name:** Patent number + +**Description:** A unique identifier assigned by a patent authority to a granted patent or published patent application. + +**Example:** + +.. code:: xml + + WO2025188512A1 + + .. _PMID: PMID diff --git a/docs/introduction/version-update.rst b/docs/introduction/version-update.rst index ad78199..c38eb26 100644 --- a/docs/introduction/version-update.rst +++ b/docs/introduction/version-update.rst @@ -30,6 +30,9 @@ Schema changes * Addition of :ref:`BlogPost` to the :doc:`/appendices/appendix-1/resourceTypeGeneral` controlled list values. * This value may be used in :ref:`10.a` and other places where resourceTypeGeneral is used (:ref:`12.f`, :ref:`20.a`). +* Addition of :ref:`PatentNumber` to the :doc:`/appendices/appendix-1/relatedIdentifierType` controlled list values. + + * This value may be used in :ref:`12.a` and other places where relatedIdentifierType is used (:ref:`20.1.a`). Documentation changes ----------------------------- diff --git a/docs/properties/relatedidentifier.rst b/docs/properties/relatedidentifier.rst index 0870202..4967728 100644 --- a/docs/properties/relatedidentifier.rst +++ b/docs/properties/relatedidentifier.rst @@ -80,6 +80,7 @@ If relatedIdentifier is used, relatedIdentifierType is mandatory. * :ref:`ISTC` * :ref:`LISSN` * :ref:`LSID` +* :ref:`PatentNumber` * :ref:`PMID` * :ref:`PURL` * :ref:`RAiD` diff --git a/docs/properties/relateditem.rst b/docs/properties/relateditem.rst index 5af16ed..b063598 100644 --- a/docs/properties/relateditem.rst +++ b/docs/properties/relateditem.rst @@ -186,6 +186,7 @@ Use the controlled list values as stated in :ref:`12.a`: * :ref:`ISTC` * :ref:`LISSN` * :ref:`LSID` +* :ref:`PatentNumber` * :ref:`PMID` * :ref:`PURL` * :ref:`RAiD` From a566c2d60e36538a25822a0ed83d2da251efb859 Mon Sep 17 00:00:00 2001 From: Kelly Stathis Date: Mon, 1 Jun 2026 17:01:25 -0700 Subject: [PATCH 05/22] 4.8: add contributorType Reviewer --- docs/appendices/appendix-1/contributorType.rst | 10 ++++++++++ docs/introduction/version-update.rst | 3 +++ docs/properties/contributor.rst | 1 + 3 files changed, 14 insertions(+) diff --git a/docs/appendices/appendix-1/contributorType.rst b/docs/appendices/appendix-1/contributorType.rst index 93aa94a..ab18ade 100644 --- a/docs/appendices/appendix-1/contributorType.rst +++ b/docs/appendices/appendix-1/contributorType.rst @@ -185,6 +185,16 @@ Example: Space Research & Planetary Sciences Division of the University of Bern Source: doi:10.26302/SSHADE/EXPERIMEN T_OP_20201104_001 +.. _Reviewer: + +Reviewer +~~~~~~~~~~~~~~~~~~~~~~~~~ + +**Description:** A person or organization responsible for conducting an assessment or evaluation of the content of the resource. + +**Usage Notes:** May be used for crediting a person or organization who reviews an award, publication, or other research output, including those who perform peer review. + + .. _RightsHolder: RightsHolder diff --git a/docs/introduction/version-update.rst b/docs/introduction/version-update.rst index c38eb26..6c6a4d8 100644 --- a/docs/introduction/version-update.rst +++ b/docs/introduction/version-update.rst @@ -33,6 +33,9 @@ Schema changes * Addition of :ref:`PatentNumber` to the :doc:`/appendices/appendix-1/relatedIdentifierType` controlled list values. * This value may be used in :ref:`12.a` and other places where relatedIdentifierType is used (:ref:`20.1.a`). +* Addition of new :doc:`/appendices/appendix-1/contributorType`: :ref:`Reviewer` + + * This value may be used in :ref:`7.a` and other places where contributorType is used (:ref:`20.12.a`). Documentation changes ----------------------------- diff --git a/docs/properties/contributor.rst b/docs/properties/contributor.rst index 217d6b6..ac4aae1 100644 --- a/docs/properties/contributor.rst +++ b/docs/properties/contributor.rst @@ -115,6 +115,7 @@ If Contributor is used, then contributorType is mandatory. * :ref:`RelatedPerson` * :ref:`Researcher` * :ref:`ResearchGroup` +* :ref:`Reviewer` * :ref:`RightsHolder` * :ref:`Sponsor` * :ref:`Supervisor` From 15ce02e91eb86adfba7aeab5877db60c4de26ac8 Mon Sep 17 00:00:00 2001 From: Kelly Stathis Date: Mon, 1 Jun 2026 17:02:05 -0700 Subject: [PATCH 06/22] 4.8: add relationTypes IsOutputOf/HasOutput --- docs/appendices/appendix-1/relationType.rst | 28 +++++++++++++++++++++ docs/introduction/version-update.rst | 2 ++ docs/properties/relatedidentifier.rst | 2 ++ docs/properties/relateditem.rst | 2 ++ 4 files changed, 34 insertions(+) diff --git a/docs/appendices/appendix-1/relationType.rst b/docs/appendices/appendix-1/relationType.rst index 45c37ec..f2ca175 100644 --- a/docs/appendices/appendix-1/relationType.rst +++ b/docs/appendices/appendix-1/relationType.rst @@ -614,6 +614,34 @@ When a resource is released at the same time in multiple languages, use "HasTran 10.21384/g01j-jm06 +.. _IsOutputOf: + +IsOutputOf +~~~~~~~~~~~~~~~~~~~~~~~~~ + +**Definition:** Indicates A is an output of B + +**Example and Usage Notes:** May be used to connect the outputs of awards, projects, and software to their sources. + +.. code:: xml + + 10.21384/g01j-jm06 + + +.. _HasOutput: + +HasOutput +~~~~~~~~~~~~~~~~~~~~~~~~~ + +**Definition:** Indicates A has an output B + +**Example and Usage Notes:** May be used to connect awards, projects, and software to their associated outputs. + +.. code:: xml + + 10.21384/828a-cm38 + + .. _relationType_Other: Other diff --git a/docs/introduction/version-update.rst b/docs/introduction/version-update.rst index 6c6a4d8..044f881 100644 --- a/docs/introduction/version-update.rst +++ b/docs/introduction/version-update.rst @@ -36,6 +36,8 @@ Schema changes * Addition of new :doc:`/appendices/appendix-1/contributorType`: :ref:`Reviewer` * This value may be used in :ref:`7.a` and other places where contributorType is used (:ref:`20.12.a`). +* Addition of new :doc:`/appendices/appendix-1/relationType` pair: :ref:`IsOutputOf` and :ref:`HasOutput` + Documentation changes ----------------------------- diff --git a/docs/properties/relatedidentifier.rst b/docs/properties/relatedidentifier.rst index 4967728..b905536 100644 --- a/docs/properties/relatedidentifier.rst +++ b/docs/properties/relatedidentifier.rst @@ -148,6 +148,8 @@ Note: Some relationTypes are processed as citations and references. Read more ab * :ref:`Collects` * :ref:`IsTranslationOf` * :ref:`HasTranslation` +* :ref:`IsOutputOf` +* :ref:`HasOutput` * :ref:`relationType_Other` See :doc:`Appendix 1: Controlled List Definitions - relationType ` for definitions, examples and usage notes. diff --git a/docs/properties/relateditem.rst b/docs/properties/relateditem.rst index b063598..60db0a0 100644 --- a/docs/properties/relateditem.rst +++ b/docs/properties/relateditem.rst @@ -124,6 +124,8 @@ Use the controlled list values as stated in :ref:`12.b`: * :ref:`Collects` * :ref:`IsTranslationOf` * :ref:`HasTranslation` +* :ref:`IsOutputOf` +* :ref:`HasOutput` * :ref:`relationType_Other` relationType :ref:`IsPublishedIn` can be used to include series information, like title, volume, issue, page, etc. From 2a4a648abebaf4afe1544cac6da624c7924f3dfe Mon Sep 17 00:00:00 2001 From: Kelly Stathis Date: Mon, 1 Jun 2026 17:04:00 -0700 Subject: [PATCH 07/22] 4.8: update resourceTypeGeneral Book definition --- docs/appendices/appendix-1/resourceTypeGeneral.rst | 2 +- docs/introduction/version-update.rst | 3 ++- 2 files changed, 3 insertions(+), 2 deletions(-) diff --git a/docs/appendices/appendix-1/resourceTypeGeneral.rst b/docs/appendices/appendix-1/resourceTypeGeneral.rst index 58177cb..23fbb2c 100644 --- a/docs/appendices/appendix-1/resourceTypeGeneral.rst +++ b/docs/appendices/appendix-1/resourceTypeGeneral.rst @@ -70,7 +70,7 @@ BlogPost Book ~~~~~~~~~~~~~~~~~~~~~~~~~ -**Description:** A medium for recording information in the form of writing or images, typically composed of many pages bound together and protected by a cover. +**Description:** A non-serial publication that is complete in one volume or a designated finite number of volumes **Examples and Usage Notes:** diff --git a/docs/introduction/version-update.rst b/docs/introduction/version-update.rst index 044f881..8be3a6f 100644 --- a/docs/introduction/version-update.rst +++ b/docs/introduction/version-update.rst @@ -41,4 +41,5 @@ Schema changes Documentation changes ----------------------------- -* Addition of :doc:`Appendix 1: Controlled List Definitions - accessType ` to accompany :ref:`22.a` and :ref:`21.1.c`. \ No newline at end of file +* Addition of :doc:`Appendix 1: Controlled List Definitions - accessType ` to accompany :ref:`22.a` and :ref:`21.1.c`.* Updated definition for :ref:`Book` in the :doc:`/appendices/appendix-1/resourceTypeGeneral` controlled list values. +* Updated definition for :ref:`Book` in the :doc:`/appendices/appendix-1/resourceTypeGeneral` controlled list values. \ No newline at end of file From 2c614425c5f1f6b456196b2e823a45566aa757a4 Mon Sep 17 00:00:00 2001 From: Kelly Stathis Date: Mon, 1 Jun 2026 17:11:59 -0700 Subject: [PATCH 08/22] 4.8: document inverse relationTypes --- docs/appendices/appendix-1/relationType.rst | 82 +++++++++++++++++++++ docs/introduction/version-update.rst | 3 +- 2 files changed, 84 insertions(+), 1 deletion(-) diff --git a/docs/appendices/appendix-1/relationType.rst b/docs/appendices/appendix-1/relationType.rst index f2ca175..95d3aed 100644 --- a/docs/appendices/appendix-1/relationType.rst +++ b/docs/appendices/appendix-1/relationType.rst @@ -23,6 +23,8 @@ IsCitedBy **Definition:** Indicates that B includes A in a citation +**Inverse relationType:** :ref:`Cites` + **Example and Usage Notes:** *Recommended for discovery.* @@ -39,6 +41,8 @@ Cites **Definition:** Indicates that A includes B in a citation +**Inverse relationType:** :ref:`IsCitedBy` + **Example and Usage Notes:** *Recommended for discovery.* @@ -55,6 +59,8 @@ IsSupplementTo **Definition:** Indicates that A is a supplement to B +**Inverse relationType:** :ref:`IsSupplementedBy` + **Example and Usage Notes:** *Recommended for discovery.* @@ -71,6 +77,8 @@ IsSupplementedBy **Definition:** Indicates that B is a supplement to A +**Inverse relationType:** :ref:`IsSupplementTo` + **Example and Usage Notes:** *Recommended for discovery.* @@ -87,6 +95,8 @@ IsContinuedBy **Definition:** Indicates A is continued by the work B +**Inverse relationType:** :ref:`Continues` + **Example and Usage Notes:** .. code:: xml @@ -101,6 +111,8 @@ Continues **Definition:** Indicates A is a continuation of the work B +**Inverse relationType:** :ref:`IsContinuedBy` + **Example and Usage Notes:** .. code:: xml @@ -115,6 +127,8 @@ Describes **Definition:** Indicates A describes B +**Inverse relationType:** :ref:`IsDescribedBy` + **Example and Usage Notes:** .. code:: xml @@ -129,6 +143,8 @@ IsDescribedBy **Definition:** Indicates A is described by B +**Inverse relationType:** :ref:`Describes` + **Example and Usage Notes:** .. code:: xml @@ -143,6 +159,8 @@ HasMetadata **Definition:** Indicates resource A has additional metadata B +**Inverse relationType:** :ref:`IsMetadataFor` + **Example and Usage Notes:** .. code:: xml @@ -157,6 +175,8 @@ IsMetadataFor **Definition:** Indicates additional metadata A for a resource B +**Inverse relationType:** :ref:`HasMetadata` + **Example and Usage Notes:** .. code:: xml @@ -171,6 +191,8 @@ HasVersion **Definition:** Indicates A has a version B +**Inverse relationType:** :ref:`IsVersionOf` + **Example and Usage Notes:** The registered resource such as a software package or code repository has a versioned instance (indicates A has the instance B). It may be used, e.g., to relate an un-versioned code repository to one of its specific software versions. @@ -187,6 +209,8 @@ IsVersionOf **Definition:** Indicates A is a version of B +**Inverse relationType:** :ref:`HasVersion` + **Example and Usage Notes:** The registered resource is an instance of a target resource (indicates that A is an instance of B). It may be used, e.g., to relate a specific version of a software package to its software code repository. @@ -203,6 +227,8 @@ IsNewVersionOf **Definition:** Indicates A is a new edition of B, where the new edition has been modified or updated +**Inverse relationType:** :ref:`IsPreviousVersionOf` + **Example and Usage Notes:** .. code:: xml @@ -217,6 +243,8 @@ IsPreviousVersionOf **Definition:** Indicates A is a previous edition of B +**Inverse relationType:** :ref:`IsNewVersionOf` + **Example and Usage Notes:** .. code:: xml @@ -231,6 +259,8 @@ IsPartOf **Definition:** Indicates A is a portion of B; may be used for elements of a series +**Inverse relationType:** :ref:`HasPart` + **Example and Usage Notes:** *Recommended for discovery.* @@ -251,6 +281,8 @@ HasPart **Definition:** Indicates A includes the part B +**Inverse relationType:** :ref:`IsPartOf` + **Example and Usage Notes:** *Recommended for discovery.* @@ -271,6 +303,8 @@ IsPublishedIn **Definition:** Indicates A is published inside B, but is independent of other things published inside of B +**Inverse relationType:** N/A + **Example and Usage Notes:** .. code:: xml @@ -285,6 +319,8 @@ IsReferencedBy **Definition:** Indicates A is used as a source of information by B +**Inverse relationType:** :ref:`References` + **Example and Usage Notes:** *Recommended for discovery.* @@ -301,6 +337,8 @@ References **Definition:** Indicates B is used as a source of information for A +**Inverse relationType:** :ref:`IsReferencedBy` + **Example and Usage Notes:** *Recommended for discovery.* @@ -317,6 +355,8 @@ IsDocumentedBy **Definition:** Indicates B is documentation about/explaining A +**Inverse relationType:** :ref:`Documents` + **Example and Usage Notes:** May be used for software documentation. @@ -333,6 +373,8 @@ Documents **Definition:** Indicates A is documentation about/explaining B +**Inverse relationType:** :ref:`IsDocumentedBy` + **Example and Usage Notes:** May be used for software documentation. @@ -349,6 +391,8 @@ IsCompiledBy **Definition:** Indicates B is used to compile or create A +**Inverse relationType:** :ref:`Compiles` + **Example and Usage Notes:** May be used to indicate either a traditional text compilation, or the compiler program used to generate executable software. @@ -365,6 +409,8 @@ Compiles **Definition:** Indicates B is the result of a compile or creation event using A +**Inverse relationType:** :ref:`IsCompiledBy` + **Example and Usage Notes:** May be used for software and text, as a compiler can be a computer program or a person. @@ -381,6 +427,8 @@ IsVariantFormOf **Definition:** Indicates A is a variant or different form of B +**Inverse relationType:** :ref:`IsOriginalFormOf` + **Example and Usage Notes:** Use for a different form of one thing. @@ -399,6 +447,8 @@ IsOriginalFormOf **Definition:** Indicates A is the original form of B +**Inverse relationType:** :ref:`IsVariantFormOf` + **Example and Usage Notes:** May be used for different software operating systems or compiler formats, for example. @@ -415,6 +465,8 @@ IsIdenticalTo **Definition:** Indicates that A is identical to B, for use when there is a need to register two separate instances of the same resource +**Inverse relationType:** N/A + **Example and Usage Notes:** IsIdenticalTo should be used for a resource that is the same as the registered resource but is saved on another location, maybe another institution. @@ -431,6 +483,8 @@ IsReviewedBy **Definition:** Indicates that A is reviewed by B +**Inverse relationType:** :ref:`Reviews` + **Example and Usage Notes:** .. code:: xml @@ -445,6 +499,8 @@ Reviews **Definition:** Indicates that A is a review of B +**Inverse relationType:** :ref:`IsReviewedBy` + **Example and Usage Notes:** .. code:: xml @@ -459,6 +515,8 @@ IsDerivedFrom **Definition:** Indicates B is a source upon which A is based +**Inverse relationType:** :ref:`IsSourceOf` + **Example and Usage Notes:** IsDerivedFrom should be used for a resource that is a derivative of an original resource. @@ -477,6 +535,8 @@ IsSourceOf **Definition:** Indicates A is a source upon which B is based +**Inverse relationType:** :ref:`IsDerivedFrom` + **Example and Usage Notes:** IsSourceOf is the original resource from which a derivative resource was created. @@ -495,6 +555,8 @@ IsRequiredBy **Definition:** Indicates A is required by B +**Inverse relationType:** :ref:`Requires` + **Example and Usage Notes:** May be used to indicate software dependencies. @@ -511,6 +573,8 @@ Requires **Definition:** Indicates A requires B +**Inverse relationType:** :ref:`IsRequiredBy` + **Example and Usage Notes:** May be used to indicate software dependencies. @@ -527,6 +591,8 @@ Obsoletes **Definition:** Indicates A replaces B +**Inverse relationType:** :ref:`IsObsoletedBy` + **Example and Usage Notes:** .. code:: xml @@ -541,6 +607,8 @@ IsObsoletedBy **Definition:** Indicates A is replaced by B +**Inverse relationType:** :ref:`Obsoletes` + **Example and Usage Notes:** .. code:: xml @@ -555,6 +623,8 @@ IsCollectedBy **Definition:** Indicates A is collected by B +**Inverse relationType:** :ref:`Collects` + **Example and Usage Notes:** May be used to indicate the relationship between a dataset and an instrument that is used to collect, measure, obtain, or observe data (as in, dataset A is IsCollectedBy instrument B). @@ -571,6 +641,8 @@ Collects **Definition:** Indicates A collects B +**Inverse relationType:** :ref:`IsCollectedBy` + **Example and Usage Notes:** May be used to indicate the relationship between an instrument and where it has been used to collect, measure, obtain, or observe data (as in, instrument A collects dataset B). @@ -587,6 +659,8 @@ IsTranslationOf **Definition:** Indicates A is a translation of B +**Inverse relationType:** :ref:`HasTranslation` + **Example and Usage Notes:** When a resource is shared in one language, then later translated to another, use "IsTranslationOf" to link the translation to the original. @@ -603,6 +677,8 @@ HasTranslation **Definition:** Indicates A has a translation B +**Inverse relationType:** :ref:`IsTranslationOf` + **Example and Usage Notes:** When a resource is shared in one language, then later translated to another, use "HasTranslation" to link the original resource to its translation. @@ -621,6 +697,8 @@ IsOutputOf **Definition:** Indicates A is an output of B +**Inverse relationType:** :ref:`HasOutput` + **Example and Usage Notes:** May be used to connect the outputs of awards, projects, and software to their sources. .. code:: xml @@ -635,6 +713,8 @@ HasOutput **Definition:** Indicates A has an output B +**Inverse relationType:** :ref:`IsOutputOf` + **Example and Usage Notes:** May be used to connect awards, projects, and software to their associated outputs. .. code:: xml @@ -649,6 +729,8 @@ Other **Definition:** Indicates that A is related to B and the relationship does not fit into an existing category. +**Inverse relationType:** N/A + **Example and Usage Notes:** If selected, supply a value for :ref:`12.g` (or :ref:`20.c` for RelatedItem). diff --git a/docs/introduction/version-update.rst b/docs/introduction/version-update.rst index 8be3a6f..3bbb3ea 100644 --- a/docs/introduction/version-update.rst +++ b/docs/introduction/version-update.rst @@ -42,4 +42,5 @@ Schema changes Documentation changes ----------------------------- * Addition of :doc:`Appendix 1: Controlled List Definitions - accessType ` to accompany :ref:`22.a` and :ref:`21.1.c`.* Updated definition for :ref:`Book` in the :doc:`/appendices/appendix-1/resourceTypeGeneral` controlled list values. -* Updated definition for :ref:`Book` in the :doc:`/appendices/appendix-1/resourceTypeGeneral` controlled list values. \ No newline at end of file +* Updated definition for :ref:`Book` in the :doc:`/appendices/appendix-1/resourceTypeGeneral` controlled list values. +* Updated guidance in :doc:`Appendix 1: Controlled List Definitions - relationType ` to indicate reciprocal relationships. \ No newline at end of file From e08d014e2dd1e7611397d92b9a4a87918b0127dd Mon Sep 17 00:00:00 2001 From: Kelly Stathis Date: Mon, 1 Jun 2026 17:52:29 -0700 Subject: [PATCH 09/22] 4.8: fix version update typo --- docs/introduction/version-update.rst | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/introduction/version-update.rst b/docs/introduction/version-update.rst index 3bbb3ea..2c41e09 100644 --- a/docs/introduction/version-update.rst +++ b/docs/introduction/version-update.rst @@ -41,6 +41,6 @@ Schema changes Documentation changes ----------------------------- -* Addition of :doc:`Appendix 1: Controlled List Definitions - accessType ` to accompany :ref:`22.a` and :ref:`21.1.c`.* Updated definition for :ref:`Book` in the :doc:`/appendices/appendix-1/resourceTypeGeneral` controlled list values. +* Addition of :doc:`Appendix 1: Controlled List Definitions - accessType ` to accompany :ref:`22.a` and :ref:`21.1.c`. * Updated definition for :ref:`Book` in the :doc:`/appendices/appendix-1/resourceTypeGeneral` controlled list values. * Updated guidance in :doc:`Appendix 1: Controlled List Definitions - relationType ` to indicate reciprocal relationships. \ No newline at end of file From 028548f5578a7d9c22d17358834632be8208ff5a Mon Sep 17 00:00:00 2001 From: Kelly Stathis Date: Tue, 2 Jun 2026 11:13:01 -0700 Subject: [PATCH 10/22] 4.8: small fixes to distribution and access --- docs/properties/access.rst | 2 +- docs/properties/distribution.rst | 23 ++++++++++++----------- 2 files changed, 13 insertions(+), 12 deletions(-) diff --git a/docs/properties/access.rst b/docs/properties/access.rst index d2f0d1f..8c3710c 100644 --- a/docs/properties/access.rst +++ b/docs/properties/access.rst @@ -13,7 +13,7 @@ Include information on how to access the resource, including any restrictions on To describe access conditions for specific content URLs, use :ref:`21.1.c` (part of :ref:`21`). -To provide copyright or licensing information, use the :ref:`16` property. To provide an embargo date, use the :ref:`8` property with :ref:`8.a` :ref:`Available`. +To provide copyright or licensing information, use the :ref:`16` property. To provide an embargo date, use the :ref:`8` property with dateType :ref:`Available`. .. contents:: :local: :backlinks: none diff --git a/docs/properties/distribution.rst b/docs/properties/distribution.rst index 0560ae9..a806653 100644 --- a/docs/properties/distribution.rst +++ b/docs/properties/distribution.rst @@ -22,11 +22,11 @@ The use of this property indicates directly downloadable distributions. - https://example.org/readme.txt - https://example.org/data.json" + https://example.org/readme.txt + https://example.org/data.json" - https://example.org/package.zip + https://example.org/package.zip @@ -71,15 +71,15 @@ The use of this property indicates directly downloadable distributions. **Allowed values, examples, other constraints:** -If Distribution is used, at least one contentURL is mandatory. URLs should use schemes that are registered with IANA (e.g., https, ftp): https://www.iana.org/assignments/uri-schemes/uri-schemes.xhtml. +If Distribution is used, at least one contentURL is mandatory. URLs should use schemes that are registered with IANA (e.g., https, ftp). [#f1]_ A contentURL can either represent the entirety of the distribution, or a part of it. Collections of files can be described either using a single contentURL (e.g., an archive format or a BagIt folder structure) or as multiple contentURLs. Examples: -* https://example.org/data.csv -* ftp://example.org/data.txt -* https://example.org/files.gzip +* ``https://example.org/data.csv`` +* ``ftp://example.org/data.txt`` +* ``https://example.org/files.gzip`` .. _21.1.a: @@ -109,7 +109,7 @@ Example: **Allowed values, examples, other constraints:** -Media types (formerly known as MIME types) from the list maintained by IANA are strongly recommended. [#f1]_ +Media types (formerly known as MIME types) from the list maintained by IANA are strongly recommended. [#f2]_ Examples: @@ -129,7 +129,7 @@ Examples: To describe access conditions for the overall resource, use the :ref:`22` property. -To provide copyright or licensing information, use the :ref:`16` property. To provide an embargo date, use the :ref:`8` property with :ref:`8.a` :ref:`Available`. +To provide copyright or licensing information, use the :ref:`16` property. To provide an embargo date, use the :ref:`8` property with dateType :ref:`Available`. *Controlled List Values:* @@ -151,8 +151,9 @@ See :doc:`Appendix 1: Controlled List Definitions - accessType `_ and the MDN's documentation on `Media types (MIME types) `_ for guidance. \ No newline at end of file +.. [#f1] See the IANA's list of `Uniform Resource Identifier (URI) Schemes `_. +.. [#f2] See the IANA's list of `Media Types `_ and the MDN's documentation on `Media types (MIME types) `_ for guidance. \ No newline at end of file From df1cb704396d9699b9308e08d49557cfc73a6241 Mon Sep 17 00:00:00 2001 From: Kelly Stathis Date: Tue, 2 Jun 2026 12:12:33 -0700 Subject: [PATCH 11/22] 4.8: fix distributions xml --- docs/properties/distribution.rst | 8 ++++---- 1 file changed, 4 insertions(+), 4 deletions(-) diff --git a/docs/properties/distribution.rst b/docs/properties/distribution.rst index a806653..7a2e496 100644 --- a/docs/properties/distribution.rst +++ b/docs/properties/distribution.rst @@ -22,13 +22,13 @@ The use of this property indicates directly downloadable distributions. - https://example.org/readme.txt - https://example.org/data.json" + https://example.org/readme.txt + https://example.org/data.json" - https://example.org/package.zip + https://example.org/package.zip - + .. code-tab:: json From ce666937f35c7d69ead954ffd2d97651fae1a4f2 Mon Sep 17 00:00:00 2001 From: Kelly Stathis Date: Tue, 2 Jun 2026 14:22:43 -0700 Subject: [PATCH 12/22] 4.8: update dublin core mapping --- docs/mappings/dublincore-local.rst | 22 +++++++++++++++++++++- docs/mappings/dublincore-qualified.rst | 20 ++++++++++++++++++++ 2 files changed, 41 insertions(+), 1 deletion(-) diff --git a/docs/mappings/dublincore-local.rst b/docs/mappings/dublincore-local.rst index 78b8319..1543976 100644 --- a/docs/mappings/dublincore-local.rst +++ b/docs/mappings/dublincore-local.rst @@ -181,6 +181,8 @@ Table 5: DataCite - Dublin Core local extension - – * - :ref:`12.f` - – + * - :ref:`12.g` + - – * - :ref:`13` - `dc.format.extent `_ * - :ref:`14` @@ -271,6 +273,8 @@ Table 5: DataCite - Dublin Core local extension - – * - :ref:`20.b` - – + * - :ref:`20.c` + - – * - :ref:`20.1` - `dc.relation `_ * - :ref:`20.1.a` @@ -306,4 +310,20 @@ Table 5: DataCite - Dublin Core local extension * - :ref:`20.12.a` - – * - :ref:`20.12.1` - - `dc.relation `_.{relationType}.contributor.{contributorType} \ No newline at end of file + - `dc.relation `_.{relationType}.contributor.{contributorType} + * - :ref:`21` + - – + * - :ref:`21.1` + - – + * - :ref:`21.1.a` + - – + * - :ref:`21.1.b` + - – + * - :ref:`21.1.c` + - – + * - :ref:`21.1.d` + - – + * - :ref:`22` + - `dc.accessRights `_ + * - :ref:`22.a` + - – diff --git a/docs/mappings/dublincore-qualified.rst b/docs/mappings/dublincore-qualified.rst index f986978..e76a43a 100644 --- a/docs/mappings/dublincore-qualified.rst +++ b/docs/mappings/dublincore-qualified.rst @@ -181,6 +181,8 @@ Table 4: DataCite to Dublin Core Qualified Mapping - – * - :ref:`12.f` - – + * - :ref:`12.g` + - – * - :ref:`13` - `dc.format.extent `_ * - :ref:`14` @@ -271,6 +273,8 @@ Table 4: DataCite to Dublin Core Qualified Mapping - – * - :ref:`20.b` - – + * - :ref:`20.c` + - – * - :ref:`20.1` - `dc.relation `_ * - :ref:`20.1.a` @@ -307,6 +311,22 @@ Table 4: DataCite to Dublin Core Qualified Mapping - – * - :ref:`20.12.1` - – + * - :ref:`21` + - – + * - :ref:`21.1` + - – + * - :ref:`21.1.a` + - – + * - :ref:`21.1.b` + - – + * - :ref:`21.1.c` + - – + * - :ref:`21.1.d` + - – + * - :ref:`22` + - `dc.accessRights `_ + * - :ref:`22.a` + - – .. rubric:: Footnotes From 552edf66a6361075da8a515e118cb65ce7df8c14 Mon Sep 17 00:00:00 2001 From: Kelly Stathis Date: Tue, 2 Jun 2026 14:23:00 -0700 Subject: [PATCH 13/22] 4.8: fix accessType numbering --- docs/properties/access.rst | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/properties/access.rst b/docs/properties/access.rst index 8c3710c..8b3d4a3 100644 --- a/docs/properties/access.rst +++ b/docs/properties/access.rst @@ -37,7 +37,7 @@ To provide copyright or licensing information, use the :ref:`16` property. To pr .. _22.a: -22.1 accessType +22.a accessType ~~~~~~~~~~~~~~~~~~~ **Occurrences:** 1 From 89d71a4862e048d99f055e4831239aa59fd6010d Mon Sep 17 00:00:00 2001 From: Kelly Stathis Date: Fri, 3 Jul 2026 09:58:48 -0700 Subject: [PATCH 14/22] add missing "sub-properties" headings to Access and Distribution --- docs/properties/access.rst | 2 ++ docs/properties/distribution.rst | 2 ++ 2 files changed, 4 insertions(+) diff --git a/docs/properties/access.rst b/docs/properties/access.rst index 8b3d4a3..f519fae 100644 --- a/docs/properties/access.rst +++ b/docs/properties/access.rst @@ -15,6 +15,8 @@ To describe access conditions for specific content URLs, use :ref:`21.1.c` (part To provide copyright or licensing information, use the :ref:`16` property. To provide an embargo date, use the :ref:`8` property with dateType :ref:`Available`. +*Sub-properties:* + .. contents:: :local: :backlinks: none diff --git a/docs/properties/distribution.rst b/docs/properties/distribution.rst index 7a2e496..a38f474 100644 --- a/docs/properties/distribution.rst +++ b/docs/properties/distribution.rst @@ -11,6 +11,8 @@ The use of this property indicates directly downloadable distributions. +*Sub-properties:* + .. contents:: :local: :backlinks: none From 4bb065cac3fe177795a94f504071fce3158c10d4 Mon Sep 17 00:00:00 2001 From: Kelly Stathis Date: Fri, 3 Jul 2026 10:06:49 -0700 Subject: [PATCH 15/22] update content URL examples --- docs/properties/distribution.rst | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/docs/properties/distribution.rst b/docs/properties/distribution.rst index a38f474..1e088a3 100644 --- a/docs/properties/distribution.rst +++ b/docs/properties/distribution.rst @@ -79,9 +79,9 @@ A contentURL can either represent the entirety of the distribution, or a part of Examples: -* ``https://example.org/data.csv`` -* ``ftp://example.org/data.txt`` -* ``https://example.org/files.gzip`` +* ``https://example.org/files/2023-06_ocean-temperature_pacific.csv`` +* ``ftp://example.org/files/survey-responses_2022_deidentified.txt`` +* ``https://example.org/files/census-microdata_2016.tar.gz`` .. _21.1.a: From 50b07d44785d67c17234efa2d5498045abe7e364 Mon Sep 17 00:00:00 2001 From: Kelly Stathis Date: Fri, 3 Jul 2026 10:10:45 -0700 Subject: [PATCH 16/22] add contentURL examples that do not include the file name --- docs/properties/distribution.rst | 2 ++ 1 file changed, 2 insertions(+) diff --git a/docs/properties/distribution.rst b/docs/properties/distribution.rst index 1e088a3..ac69cdc 100644 --- a/docs/properties/distribution.rst +++ b/docs/properties/distribution.rst @@ -82,6 +82,8 @@ Examples: * ``https://example.org/files/2023-06_ocean-temperature_pacific.csv`` * ``ftp://example.org/files/survey-responses_2022_deidentified.txt`` * ``https://example.org/files/census-microdata_2016.tar.gz`` +* ``https://example.org/api/download?id=550e8400-e29b-41d4-a716-446644550000`` +* ``https://data.example.org/records/98765/export`` .. _21.1.a: From 3bdfc7dd3927d62e233765e24ce7a65ea84b0189 Mon Sep 17 00:00:00 2001 From: Kelly Stathis Date: Fri, 3 Jul 2026 10:25:19 -0700 Subject: [PATCH 17/22] update contentName definition and examples --- docs/properties/distribution.rst | 8 ++++++-- 1 file changed, 6 insertions(+), 2 deletions(-) diff --git a/docs/properties/distribution.rst b/docs/properties/distribution.rst index ac69cdc..a39df68 100644 --- a/docs/properties/distribution.rst +++ b/docs/properties/distribution.rst @@ -149,13 +149,17 @@ See :doc:`Appendix 1: Controlled List Definitions - accessType Date: Fri, 10 Jul 2026 14:17:52 -0700 Subject: [PATCH 18/22] add level of obligation for new properties --- docs/properties/access.rst | 2 ++ docs/properties/distribution.rst | 2 ++ docs/properties/overview.rst | 6 +++++- 3 files changed, 9 insertions(+), 1 deletion(-) diff --git a/docs/properties/access.rst b/docs/properties/access.rst index f519fae..f0acbe3 100644 --- a/docs/properties/access.rst +++ b/docs/properties/access.rst @@ -3,6 +3,8 @@ 22. Access ==================== +**Obligation:** Optional + **Occurrences:** 0-1 **Definition:** Access information relevant to the resource as a whole. diff --git a/docs/properties/distribution.rst b/docs/properties/distribution.rst index a39df68..48c02b4 100644 --- a/docs/properties/distribution.rst +++ b/docs/properties/distribution.rst @@ -3,6 +3,8 @@ 21. Distribution ==================== +**Obligation:** Optional + **Occurrences:** 0-n **Definition:** Represents a form of a resource that can be accessed or retrieved, such as downloadable files. This property can be repeated if different variations are available. diff --git a/docs/properties/overview.rst b/docs/properties/overview.rst index 9b6c921..ad1a5e2 100644 --- a/docs/properties/overview.rst +++ b/docs/properties/overview.rst @@ -39,7 +39,7 @@ Properties and sub-properties have naming and numbering conventions as follows: - properties begin with a capital letter (e.g., ``Creator``) - sub-properties begin with a lower case letter, with subsequent words using capital letters (e.g., ``creatorName``, ``nameType``) [#f1]_ -Each property is numbered. The major properties are numbered 1-20. +Each property is numbered. The major properties are numbered 1-22. Occurrences ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ @@ -188,6 +188,10 @@ Table 2: DataCite Recommended and Optional Properties +----+-----------------------------------------------------------------------------------------+------------+ | 20 | :ref:`RelatedItem <20>` | O | +----+-----------------------------------------------------------------------------------------+------------+ +| 21 | :ref:`Distribution <21>` | O | ++----+-----------------------------------------------------------------------------------------+------------+ +| 22 | :ref:`Access <22>` | O | ++----+-----------------------------------------------------------------------------------------+------------+ .. rubric:: Footnotes From eb26ddd7f23666dea0367279c1e25809f7fd6b83 Mon Sep 17 00:00:00 2001 From: Kelly Stathis Date: Fri, 10 Jul 2026 14:18:33 -0700 Subject: [PATCH 19/22] add missing "obligation" level from RelatedItem --- docs/properties/relateditem.rst | 2 ++ 1 file changed, 2 insertions(+) diff --git a/docs/properties/relateditem.rst b/docs/properties/relateditem.rst index 60db0a0..b08fb93 100644 --- a/docs/properties/relateditem.rst +++ b/docs/properties/relateditem.rst @@ -3,6 +3,8 @@ 20. RelatedItem ==================== +**Obligation:** Optional + **Occurrences:** 0-n **Definition:** Information about a resource related to the one being registered. From a56a869980db35bd74965de480b91f74b0db882c Mon Sep 17 00:00:00 2001 From: Kelly Stathis Date: Tue, 14 Jul 2026 09:53:53 -0700 Subject: [PATCH 20/22] update "Allowed values, examples, and other constraints" for Distribution and contentURL --- docs/properties/distribution.rst | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/properties/distribution.rst b/docs/properties/distribution.rst index 48c02b4..7c90249 100644 --- a/docs/properties/distribution.rst +++ b/docs/properties/distribution.rst @@ -11,7 +11,7 @@ **Allowed values, examples, other constraints:** -The use of this property indicates directly downloadable distributions. +The use of this property indicates directly downloadable distributions. There is no expectation that different downloadable distributions must contain exactly equivalent information. Different distributions might include or exclude different subsets of the entire resource. *Sub-properties:* @@ -77,7 +77,7 @@ The use of this property indicates directly downloadable distributions. If Distribution is used, at least one contentURL is mandatory. URLs should use schemes that are registered with IANA (e.g., https, ftp). [#f1]_ -A contentURL can either represent the entirety of the distribution, or a part of it. Collections of files can be described either using a single contentURL (e.g., an archive format or a BagIt folder structure) or as multiple contentURLs. +A contentURL can either represent an entire distribution, or a part of it. Collections of files can be represented either using a single contentURL (e.g., an archive format or a BagIt package) or as multiple contentURLs. Examples: From 0b2693bb9945cb29bc9e4a243c84fb73715266f1 Mon Sep 17 00:00:00 2001 From: Kelly Stathis Date: Tue, 14 Jul 2026 09:56:11 -0700 Subject: [PATCH 21/22] update "Allowed values, examples, and other constraints" for mediaType --- docs/properties/distribution.rst | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/properties/distribution.rst b/docs/properties/distribution.rst index 7c90249..559ae7b 100644 --- a/docs/properties/distribution.rst +++ b/docs/properties/distribution.rst @@ -115,7 +115,7 @@ Example: **Allowed values, examples, other constraints:** -Media types (formerly known as MIME types) from the list maintained by IANA are strongly recommended. [#f2]_ +Media types (formerly known as MIME types) from the list maintained by IANA are strongly recommended. [#f2]_ Where no suitable IANA-registered media type exists, an appropriate community-accepted media type may be used. Examples: From 3f6257caf1aa3da27786fcb8317d95b3f9081f34 Mon Sep 17 00:00:00 2001 From: Kelly Stathis Date: Tue, 14 Jul 2026 09:57:33 -0700 Subject: [PATCH 22/22] updated definition for contentName --- docs/properties/distribution.rst | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/properties/distribution.rst b/docs/properties/distribution.rst index 559ae7b..48f04f6 100644 --- a/docs/properties/distribution.rst +++ b/docs/properties/distribution.rst @@ -151,7 +151,7 @@ See :doc:`Appendix 1: Controlled List Definitions - accessType