Guidelines for creating a user tailored EOSC Compliant PID Policy

PID Managers, such as data repositories, have responsibilities to maintain the integrity of the relationship between entities and their PID. Central to the work are the following questions:

  • How can we determine the quality of the EOSC PID policy and - in collaboration with all stakeholders - how can we implement a user tailored PID policy?

  • What principles, roles and criteria can we distinguish when it comes to the use of PIDs in the EOSC?

  • What should a PID Manager do to formulate or evaluate an EOSC compliant PID policy?

To answer these questions, FAIR-IMPACT thoroughly and systematically analyses the PID landscape (of which PID Managers are a part). For this, FAIR-IMPACT partners DANS-KNAW, CSC, DataCite, DCC, STFC are working closely with the FAIRCORE4EOSC project in which a Compliance Assessment Toolkit (CAT) is being developed, to support PID Managers and others with services to encode, record, and query compliance with the policy. The EOSC PID policy is, as a case study, analysed with the CAT. This requires mapping the PID landscape, that is the supply of and demand for PID Services and the rules that govern the exchange.

16 Guidelines for PID Managers

The Guidelines for creating a user tailored EOSC Compliant PID Policy (D3.3) formulates 16 guidelines for helping PID Managers to formulate an EOSC compliant PID policy.

The main source for the guidelines are the outcomes of the compliance assessment of the EOSC PID policy. Other sources of best practice are a review of national and institutional PID policies, outputs and recommendations of the Research Data Alliance (RDA), review of PID Stack documentation and published use of PIDs in workflows and specific use cases.

"When selecting an appropriate PID service, it is important to understand what your expectations are with respect to uniqueness, persistence and resolvability, and what methods and services are available to perform and control this selection process."

The results provided by the report are relevant for all actors in the PID Ecosystem, such as PID Service Providers, PID Owners, PID Authorities and PID Standards Bodies. The main target group, however, are PID Managers, who have the responsibility to maintain the integrity of the relationship between entities and their PIDs. PID Managers may include a provider of a data repository, a data catalogue, or a research workflow system.

This deliverable is opened for the external community review as well as review in the ongoing FAIR-IMPACT support programme Creating EOSC compliant Persistent Identifier (PID) policies. The period for the reviews is from 2024-05-31 to 2024-08-31


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