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CDC 2.5 next profile: publication and citation information #66

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cessda-bitbucket-importer opened this issue Oct 29, 2021 · 26 comments · Fixed by #151
Closed

CDC 2.5 next profile: publication and citation information #66

cessda-bitbucket-importer opened this issue Oct 29, 2021 · 26 comments · Fixed by #151
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Original report on BitBucket by Taina Jääskeläinen.


OpenAire would require publication PID.

Elements relevant for publications and citation to be added to the profile. Documentation to recommend adding publication PID, if known.

So far, I’m not adding issues for 1.2.2 profiles since it needs to be checked first whether there will be any SPs still using those in 2022.

Dataset is exposed in OpenAIRE if at least one these two prerequisite are fulfilled:

  1. The dataset is outcome of a funded research project identified by a project identifier (see the issue CDC 2.5 next profile: funding information #65).
  2. The dataset is linked with a publication in the OpenAIRE information space. That is, the dataset the publication PID and the publication is available in OpenAire

Source: https://guidelines.openaire.eu/en/latest/data/use_of_oai_pmh.html#d-setcontent

CDC User Group decision: In any case, regardless of OpenAire, CDC would like to display citations for publications whenever available. Citation is enough for this purpose.

Citations and other publication information should be ‘Optional’ since not all data have related publications.

I will copy the OpenAire requirements in another comment.

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Original comment by Taina Jääskeläinen.


CDC Upgrade project thought the publication information could be documented in DDI like this. Arrgghh, cannot find a way to copy the table where the x-paths are.

@darrenbell2 please take a look at the project report. The x-paths are on page 102 in the table, for both DDI 2.5 and DDI-L.

https://docs.google.com/document/d/1oSveHkGZJjDPOH2muMhsjWQz7kb00SB6/edit

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Original comment by Darren Bell (GitHub: darrenbell2).


@‌TainaFSD I have consulted p.102 at ttps://docs.google.com/document/d/1oSveHkGZJjDPOH2muMhsjWQz7kb00SB6/edit but I am not sure which XPaths you need to be included.
Can you advise? I’m happy to have a Zoom if that would be easier. Thanks, Darren

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Original comment by Taina Jääskeläinen.


All of them. I put in some Usage and Required info below as well.

codeBook/stdyDscr/othrStdyMat/relPubl

  • Required: Recommended
  • Usage: Publication related to the data. Note that OpenAire will display in its portal only datasets related to a publication published in the portal.

codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/title

  • Required: Mandatory if <relPubl< is present, required by DDI 2.5.
  • Usage: Title of the publication.

codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/IDNo

  • Required: Optional
  • Usage: PID of the publication. Required by OpenAire to to relate the publication to a dataset.

codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/IDNo/@‌agency

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Original comment by Darren Bell (GitHub: darrenbell2).


@‌TainaFSD The changes Draft committed at https://github.com/cessda/cessda.metadata.profiles/blob/mdo-d6/
Can you confirm that this issue can now be closed?


I cannot find “r:OtherMaterialScheme” in schema, so I am using r:OtherMaterial

Added the following to cdc25_profile.xml; cdc25_profile_mono.xml; cdc_122_profile.xml; cdc_122_profile_mono.xml.

<!--****************************************************************************************-->
<!--RELATED PUBLICATIONS (AND PID)-->
<!--****************************************************************************************-->
<pr:Used xpath="/codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/title" isRequired="false">
    <r:Description>
        <r:Content>Required: Recommended</r:Content>
        <r:Content>ElementType: Content element</r:Content>
        <r:Content>ElementRepeatable: Yes</r:Content>
        <r:Content>Usage: Title of the publication related to the data. 
            Note that OpenAire will display in its portal only datasets 
            related to a publication published in the portal.</r:Content>
    </r:Description>
    <pr:Instructions>
        <r:Content><![CDATA[
		<Constraints>
			<RecommendedNodeConstraint/>
		</Constraints>
		]]></r:Content>
    </pr:Instructions>
</pr:Used>
<pr:Used xpath="/codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/IDNo" isRequired="false">
    <r:Description>
        <r:Content>Required: Optional</r:Content>
        <r:Content>ElementType: Content element</r:Content>
        <r:Content>ElementRepeatable: Yes</r:Content>
        <r:Content>Usage: PID of the publication. Required by OpenAire to to relate the 
            publication to a dataset.</r:Content>
    </r:Description>
    <pr:Instructions>
        <r:Content><![CDATA[
		<Constraints>
			<OptionalNodeConstraint/>
		</Constraints>
		]]></r:Content>
    </pr:Instructions>
</pr:Used>
<pr:Used xpath="/codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/IDNo/@&zwnj;agency" isRequired="false">
    <r:Description>
        <r:Content>Required: Mandatory if '..../IDNo' element is present.</r:Content>
        <r:Content>ElementType: Attribute</r:Content>
        <r:Content>Usage: Agency responsible for the identifier of the publication. Required by OpenAire and 
            the value has to come from their controlled list of relatedIdentifierTypes: 
            <https://guidelines.openaire.eu/en/latest/data/field_relatedidentifier.html#d-relatedidentifier..</r:Content>>
    </r:Description>
    <pr:Instructions>
        <r:Content>
            <![CDATA[
            <Constraints>
                <MandatoryNodeIfParentPresentConstraint/>
            </Constraints>
            ]]>
        </r:Content>
    </pr:Instructions>
</pr:Used>

Added the following to cdc32_profile.xml.

<!--****************************************************************************************-->
<!--RELATED PUBLICATIONS (AND PID)-->
<!--****************************************************************************************-->
<pr:Used xpath="/ddi:DDIInstance/s:StudyUnit/r:OtherMaterial/r:TypeOfMaterial" isRequired="false">
    <r:Description>
        <r:Content>Required: Recommended</r:Content>
        <r:Content>ElementType: Content element</r:Content>
        <r:Content>ElementRepeatable: Yes</r:Content>
        <r:Content>Usage: Should always be set as 'related publication'.</r:Content>
    </r:Description>
    <pr:Instructions>
        <r:Content><![CDATA[
		<Constraints>
			<RecommendedNodeConstraint/>
		</Constraints>
		]]></r:Content>
    </pr:Instructions>
</pr:Used>
<pr:Used xpath="/ddi:DDIInstance/s:StudyUnit/r:OtherMaterial/r:Citation/r:Title/r:String" isRequired="false">
    <r:Description>
        <r:Content>Required: Recommended</r:Content>
        <r:Content>ElementType: Content element</r:Content>
        <r:Content>ElementRepeatable: Yes</r:Content>
        <r:Content>Usage: Title of the publication related to the data. 
            Note that OpenAire will display in its portal only datasets 
            related to a publication published in the portal.</r:Content>
    </r:Description>
    <pr:Instructions>
        <r:Content><![CDATA[
		<Constraints>
			<RecommendedNodeConstraint/>
		</Constraints>
		]]></r:Content>
    </pr:Instructions>
</pr:Used>
<pr:Used xpath="/ddi:DDIInstance/s:StudyUnit/r:OtherMaterial/r:Citation/r:InternationalIdentifier/r:IdentifierContent" isRequired="false">
    <r:Description>
        <r:Content>Required: Recommended</r:Content>
        <r:Content>ElementType: Content element</r:Content>
        <r:Content>ElementRepeatable: Yes</r:Content>
        <r:Content>Usage: PID of the publication. Required by OpenAire to to relate the 
            publication to a dataset.</r:Content>
    </r:Description>
    <pr:Instructions>
        <r:Content><![CDATA[
		<Constraints>
			<RecommendedNodeConstraint/>
		</Constraints>
		]]></r:Content>
    </pr:Instructions>
</pr:Used>
<pr:Used xpath="/ddi:DDIInstance/s:StudyUnit/r:OtherMaterial/r:Citation/r:InternationalIdentifier/r:ManagingAgency" isRequired="false">
    <r:Description>
        <r:Content>Required: Recommended</r:Content>
        <r:Content>ElementType: Content element</r:Content>
        <r:Content>ElementRepeatable: Yes</r:Content>
        <r:Content>Usage: Agency responsible for the identifier of the publication. Required by OpenAire and 
            the value has to come from their controlled list of relatedIdentifierTypes: 
            <https://guidelines.openaire.eu/en/latest/data/field_relatedidentifier.html#d-relatedidentifier..</r:Content>>
    </r:Description>
    <pr:Instructions>
        <r:Content><![CDATA[
		<Constraints>
			<RecommendedNodeConstraint/>
		</Constraints>
		]]></r:Content>
    </pr:Instructions>
</pr:Used>

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Original comment by Taina Jääskeläinen.


cdc_122_profile.xml

  • /codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/title
  • Should there not be @‌xml-lang attribute for the title?
  • codeBook/stdyDscr/othrStdyMat/relPubl is missing (I asked Katja, she confirmed, as it should be a content element). It is Recommended.

cdc_122_profile_mono.xml

  • codeBook/stdyDscr/othrStdyMat/relPubl is missing

cdc25_profile

  • codeBook/stdyDscr/othrStdyMat/relPubl is missing
  • /codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/title" If the relPubl is present titl is Mandatory in DDI 2.5. Now titl is Recommended.
  • title should have xml:lang attribute

cdc25_profile_mono

  • codeBook/stdyDscr/othrStdyMat/relPubl is missing
  • /codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/title" If the relPubl is present titl is mandatory in DDI 2.5.

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Original comment by Darren Bell (GitHub: darrenbell2).


  • Hi Taina - the relPubl element is missing in the profile because we are only interested in the child elements e.g. titl. If that Recommended child element is provided by the SP, the parent relPubl element would be mandatory in the DDI schema anyway. The profiles do not attempt to provide xpaths for all the required parents up to the root, but rather to highlight which specific child elements are required.
  • I've corrected instances of “title” to “titl” (my mistake)
  • I’ve added the xml:lang/xml-lang attribute as MandatoryIfParentPresent to cdc25_profile.xml; cdc_122_profile.xml; cdc32_profile.xml

I’ll commit at end of the day for final approval. Thanks, Darren

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Original comment by Darren Bell (GitHub: darrenbell2).


Fixed issue 66 in 5 x CDC profiles

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Original comment by Darren Bell (GitHub: darrenbell2).


Hi @‌TainaFSD I’ve committed the final amendments in https://github.com/cessda/cessda.metadata.profiles/blob/mdo-d6/
Am I good to close this now?
Thanks, Darren

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Original comment by Taina Jääskeläinen.


Yes, I will close. Language attributes now seem to be added.

The issue whether relPub should be there or not is too technical for me. @‌KatjaMoilanen Please add info here if you disagree with closing the issue.

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Original comment by Katja Moilanen.


If the relPubl does not hold the bibliographic citation of the related publication, then the only information about the related publication will be title or/and PID. As far as I know, the only information that the most of the SPs have about the related publications is bibliographic citation as a string (they do not even have a title as a separate string). Using relPubl for bibliographic citation makes it easier for SPs to provide this information (using citation/biblCit would require giving title). This means that the relPubl should be then specified as a content element.

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Original comment by Darren Bell (GitHub: darrenbell2).


Hi @‌KatjaMoilanen (and @‌TainaFSD @MortenSikt @‌Hilde Orten ).
I think I understand correctly now, Taina originally suggested we should have:

  1. /codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/titl (recommended)
  2. /codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/titl/@‌xml:lang (required if 'titl' is present)
  3. /codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/IDNo (optional)
  4. /codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/IDNo/@‌agency (required if 'IDNo' is present)

Are you saying that we should have this instead?

  • /codeBook/stdyDscr/othrStdyMat/relPubl (recommended)
  • /codeBook/stdyDscr/othrStdyMat/relPubl/@‌xml:lang (required if 'relPubl' is present)

This is fine but in this case, where should the PID go? I guess we could use

  • /codeBook/stdyDscr/othrStdyMat/relPubl/@‌ID but I don’t then know where the agency information would go.

Thanks, Darren

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Original comment by Katja Moilanen.


As Taina originally suggested, all of them are needed:

/codeBook/stdyDscr/othrStdyMat/relPubl (recommended)

/codeBook/stdyDscr/othrStdyMat/relPubl/@‌xml:lang (required if 'relPubl' is present)

/codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/titl (recommended)

/codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/titl/@‌xml:lang (required if 'titl' is present)

/codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/IDNo (optional)

/codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/IDNo/@‌agency (required if 'IDNo' is present)

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Original comment by Darren Bell (GitHub: darrenbell2).


OK thanks @‌KatjaMoilanen I’ll make the changes and commit at end of today. Thanks, Darren

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Original comment by Darren Bell (GitHub: darrenbell2).


In summary, this is what I have now implemented for the CDC profiles:

  • cdc25_profile.xml, cdc122_profile.xml

    • /codeBook/stdyDscr/othrStdyMat/relPubl - RECOMMENDED
    • /codeBook/stdyDscr/othrStdyMat/relPubl/@‌xml:lang - MANDATORY if parent present
    • /codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/titl - RECOMMENDED
    • /codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/titl/@‌xml:lang - MANDATORY if parent present
    • /codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/IDNo - OPTIONAL
    • /codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/IDNo/@‌agency - MANDATORY if parent present
  • cdc25_profile_mono.xml, cdc122_profile_mono.xml

    • /codeBook/stdyDscr/othrStdyMat/relPubl - RECOMMENDED
    • /codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/titl - RECOMMENDED
    • /codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/IDNo - OPTIONAL
    • /codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/IDNo/@‌agency - MANDATORY if parent present
  • cdc32_profile.xml

    • /ddi:DDIInstance/s:StudyUnit/r:OtherMaterial/r:TypeOfMaterial - RECOMMENDED
    • /ddi:DDIInstance/s:StudyUnit/r:OtherMaterial/r:Citation/r:Title/r:String -RECOMMENDED
    • /ddi:DDIInstance/s:StudyUnit/r:OtherMaterial/r:Citation/r:Title/r:String/@‌xml:lang - MANDATORY if parent present
    • /ddi:DDIInstance/s:StudyUnit/r:OtherMaterial/r:Citation/r:InternationalIdentifier/r:IdentifierContent - RECOMMENDED
    • /ddi:DDIInstance/s:StudyUnit/r:OtherMaterial/r:Citation/r:InternationalIdentifier/r:ManagingAgency - RECOMMENDED

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Original comment by Darren Bell (GitHub: darrenbell2).


Not sure why this was in state 'Closed'

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Original comment by Darren Bell (GitHub: darrenbell2).


fixed issue #66

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Original comment by Darren Bell (GitHub: darrenbell2).


@‌KatjaMoilanen @‌TainaFSD can you confirm this is OK to close. Changes can be reviewed at

https://github.com/cessda/cessda.metadata.profiles/blob/mdo-d6/

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Original comment by Taina Jääskeläinen.


cdc32_profile.xml

ddi:DDIInstance/s:StudyUnit/r:OtherMaterial/r:Citation/r:InternationalIdentifier/r:IdentifierContent

  • Should this be ‘OPTIONAL’ instead of ‘RECOMMENDED’ to be in line with DDI1 and DDI2?

di:DDIInstance/s:StudyUnit/r:OtherMaterial/r:Citation/r:InternationalIdentifier/r:ManagingAgency

  • Should it not be MANDATORY or more exactly ‘Mandatory if ‘IdentifierContent’ is there' , instead of being 'RECOMMENDED’?
  • Unless there is a reason why it cannot be mandatory in DDI Lifecycle.
  • Does the EQB profiles have these elements? If yes, harmonise if the changes made to cdc32_profile.

ddi:DDIInstance/s:StudyUnit/r:OtherMaterial/r:Citation/r:Title/r:String

  • While you have the profile and the element open anyway, remove the extra line breaks from Usage information here. If no changes above, forget it.

Just some tiny issues:

cdc_122_profile.xml and  cdc25_profile.xml

/codeBook/stdyDscr/othrStdyMat/relPubl/@‌xml:lang

Usage information

  • Change the first sentence to: Language of the publication description/title.
  • Remove any unnecessary line breaks from Usage information

/codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/titl

  • While you have the profile and the element open anyway, remove the extra line breaks from Usage information here.

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Original comment by Katja Moilanen.


In addition to issues reported by Taina, I have one small suggestion:

/codeBook/stdyDscr/othrStdyMat/relPubl

Usage information: Instead of the sentence “Simple description/title of the publication related to the data, if the more detailed relPubl/citation/titlStmt/titl (and its child elements) are not being used.” I suggest “(Bibliographic) citation of the publication related to the data, if the more detailed relPubl/citation/ with its child elements are not being used.”

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Original comment by Taina Jääskeläinen.


So the change would be:

<pr:Used xpath="/codeBook/stdyDscr/othrStdyMat/relPubl" isRequired="false">
        <r:Description>
            <r:Content>Required: Recommended</r:Content>
            <r:Content>ElementType: Content element</r:Content>
            <r:Content>ElementRepeatable: Yes</r:Content>
            <r:Content>Usage: (Bibliographic) citation of the publication related to the data, if the more detailed relPubl/citation/ with its child elements are not being used.
                Note that OpenAire will display in its portal only datasets 
                related to a publication published in the portal.</r:Content>
        </r:Description>
        <pr:Instructions>
            <r:Content><![CDATA[
            <Constraints>
                <RecommendedNodeConstraint/>
            </Constraints>
            ]]></r:Content>
        </pr:Instructions>
    </pr:Used>
    <pr:Used xpath="/codeBook/stdyDscr/othrStdyMat/relPubl/@&zwnj;xml:lang" isRequired="false">
        <r:Description>
            <r:Content>Required: Mandatory if 'relPubl' is present</r:Content>
            <r:Content>ElementType: Attribute</r:Content>
            <r:Content>Usage: Language of the citation. ISO 639-1 codes are strongly
                encouraged to be used.</r:Content>
        </r:Description>
        <pr:Instructions>
            <r:Content>
                <![CDATA[
                <Constraints>
                    <MandatoryNodeIfParentPresentConstraint/>
                </Constraints>
                ]]>
            </r:Content>
        </pr:Instructions>
        
        
        Please Darren, add also these 'optional' elements.
        (Sorry, these are not in the correct profile format but just informing on elements to add. 
        Reason for adding: we noticed that some SPs only have the title and the holdings URI, and no PID) 
        
        <distStmt>
          <distDate date="e.g. YYYY, YYYY-MM or YYYY-MM-DD "/>
        </distStmt>
        <holdings URI="URI of the Publication. For instance, its URL."/>
        </citation>
        </relPubl>

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Original comment by Taina Jääskeläinen.


@‌KatjaMoilanen What would be the corresponding elements for the distDate and holdings URI in DDI 3.2 in CMM?

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Original comment by Katja Moilanen.


DDI2.5
codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/IDNo
codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/IDNo/@‌agency
codeBook/stdyDscr/othrStdyMat/relPubl/citation/holdings/@‌URI

DDI2.6
codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/IDNo + codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/IDNo/@‌isPersistentIdentifier="true"
codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/IDNo/@‌agency
codeBook/stdyDscr/othrStdyMat/relPubl/citation/holdings/@‌URI

DDI3.2
ddi:DDIInstance/g:ResourcePackage/r:OtherMaterial/r:Citation/r:InternationalIdentifier/r:IdentifierContent
ddi:DDIInstance/g:ResourcePackage/r:OtherMaterial/r:Citation/r:InternationalIdentifier/r:ManagingAgency
ddi:DDIInstance/g:ResourcePackage/r:OtherMaterial/r:ExternalURLReference

DDI3.3
ddi:DDIInstance/g:ResourcePackage/r:OtherMaterialScheme/r:OtherMaterial/r:Citation/r:InternationalIdentifier/r:IdentifierContent
ddi:DDIInstance/g:ResourcePackage/r:OtherMaterialScheme/r:OtherMaterial/r:Citation/r:InternationalIdentifier/r:ManagingAgency
ddi:DDIInstance/g:ResourcePackage/r:OtherMaterialScheme/r:OtherMaterial/r:ExternalURLReference

DDI3.2 needs also
ddi:DDIInstance/g:ResourcePackage/r:OtherMaterial/r:TypeOfMaterial to be set to “Related Publication”

DDI3.3 needs also
ddi:DDIInstance/g:ResourcePackage/r:OtherMaterialScheme/r:OtherMaterial/r:TypeOfMaterial to be set to “Related Publication”

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Original comment by Darren Bell (GitHub: darrenbell2).


cdc25_profile.xml, cdc25_profile_mono.xml, cdc122_profile.xml, cdc122_profile_mono.xml:

Removed /codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/titl and ..@‌xml:lang

NOW READS:
codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/IDNo - CMM 9.9 RECOMMENDED
codeBook/stdyDscr/othrStdyMat/relPubl/citation/titlStmt/IDNo/@‌agency CMM 9.9.1 MANDATORY IF PARENT PRESENT
codeBook/stdyDscr/othrStdyMat/relPubl/citation/holdings/@‌URI CMM 9.10 RECOMMENDED

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Original comment by Darren Bell (GitHub: darrenbell2).


cdc32_profile.xml
Removed /ddi:DDIInstance/s:StudyUnit/r:OtherMaterial/r:Citation/r:Title/r:String and @‌xml:lang

ddi:DDIInstance/g:ResourcePackage/r:OtherMaterial/r:TypeOfMaterial to be set to “Related Publication” CMM 9.2 RECOMMENDED
ddi:DDIInstance/g:ResourcePackage/r:OtherMaterial/r:Citation/r:InternationalIdentifier/r:IdentifierContent - CMM 9.9 RECOMMENDED
ddi:DDIInstance/g:ResourcePackage/r:OtherMaterial/r:Citation/r:InternationalIdentifier/r:ManagingAgency CMM 9.9.1 RECOMMENDED
ddi:DDIInstance/g:ResourcePackage/r:OtherMaterial/r:ExternalURLReference CMM 9.10 RECOMMENDED

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Original comment by Darren Bell (GitHub: darrenbell2).


Committed changes to cdc25_profile.xml, cdc25_profile_mono.xml, cdc122_profile.xml, cdc122_profile_mono.xml, cdc32_profile.xml

Will reflect these in changes in 2.6 and 3.3 profiles as well

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Original comment by Darren Bell (GitHub: darrenbell2).


Fixed issue #66

darrenbell2 added a commit that referenced this issue Sep 4, 2023
… Issue #64, Issue #65, Issue #66, Issue #67, Issue #68, Issue #69, Issue #70, Issue #71, Issue #103, Issue #104, Issue #110,

Issue #149. Added CMM Mapping annotation to all elements in all profiles.
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