D1.1 OSPO-RADAR Stakeholder Requirements and Specifications

D1.1 OSPO-RADAR S akeholde
Requi emen s and Specifica ions
P ojec Ti le
Open Sou ce P og am Office Resea ch Asse s Dashboa d and A chi al
Resou ce
P ojec Ac onym
OSPO-RADAR
G an Ag eemen No.
2025-25188
S a Da e o P ojec
2025-06-01
Du a ion o P ojec
24 mon hs
P ojec Websi e
h ps://www.so wa ehe i age.o g/2025/04/02/ospo- ada /
Wo k Package
WP1, P ojec managemen , specifica ions, planning, and es ing
Au ho s
Mo ane G uenpe e , Renaud Boye , Sab ina G ange
Re iewe (s)
Bas ien Gue y, ADD COMMUNITY REVIEWERS
Da e
2025-09-30
Ve sion
V1.0 FOR COMMUNITY REVIEW
Documen log
Issue
Da e
Commen
Au ho /Edi o / Re iewe
.0.1
06-08-2025
Incep ion and fi s s uc u e d a
M. G uenpe e & R. Boye
.0.2
21-08-2025
W i ing sp in and gaps iden ifica ion
M. G uenpe e , R. Boye & S.G ange
.0.3
04-09-2025
D a o main sec ions
M. G uenpe e , R. Boye & S.G ange
0.4
22-09-2025
Added wo kflows, use cases & pe sonas
M. G uenpe e , R. Boye & S.G ange
1.0
26-09-2025
Ve sion 1.0 sha ed o communi y e iew
M. G uenpe e , R. Boye & S.G ange
Abs ac
The OSPO-RADAR p ojec will de elop he echnical ooling o enable Academic Open-Sou ce
P og amme Offices (OSPOs) o efficien ly a chi e, manage, and showcase hei ins i u ions'
so wa e p oduc ions. This will ele a e esea ch so wa e o a fi s -class esea ch ou pu and
enable an e idence-based app oach o so wa e de elopmen . Buil on he in eg a ion wi h
So wa e He i age, he po al will o e enhanced me ada a managemen , s eamlined wo kflows,
and ins i u ional isibili y, os e ing a sus ainable ecosys em o open-sou ce so wa e
managemen .
OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
Te minology
Te minology/Ac onym
Defini ion
ARDC
A chi e, Re e ence, Desc ibe & Ci e
Re e encing a so wa e e e s o: making so wa e a i ac s iden ifiable by
a ibu ing So Wa e Hash Iden ifie s (SWHIDs).
CFF
Ci a ion File Fo ma
CRUD
C ea e, Read, Upda e, and Dele e
DMP
Da a Managemen Plan: “...is a li ing summa y documen ha p o ides
assis ance wi h o ganising and planning all he phases in he li ecycle o da a. I
explains, o each da ase , how p ojec da a will be managed, om c ea ion o
collec ion o sha ing and a chi ing.” (Uni e si é Pa is Saclay, 2019)
So wa e can be acked in a so wa e managemen plan (SMP).
FAIR
P inciples based on communi y expec a ions in espec o esea ch ou pu s -
findable, accessible, in e ope able, and eusable.
JATS
Jou nal A icle Tag Sui e: XML o ma used o desc ibe scien ific li e a u e
published online
MVP
“A Minimum Viable P oduc is a e sion o a p oduc wi h jus enough ea u es o
be usable by ea ly cus ome s who can hen p o ide eedback o u u e p oduc
de elopmen 1”
PID
Pe sis en iden ifie : gene ally expec ed o be unique, esol able, and pe sis en .
RSMD
Resea ch So wa e Me aDa a (guidelines)
SIRS
Schola ly in as uc u es o esea ch so wa e ( epo )
SPDX
Sys em Package Da a Exchange is an open s anda d capable o ep esen ing
sys ems wi h digi al componen s as bills o ma e ials.
SWHID
So Wa e Hash Iden ifie s a e designed o iden i y pe manen ly and in insically
all he le els o g anula i y ha co espond o conc e e so wa e a i ac s:
snapsho s, eleases, commi s, di ec o ies, files and code agmen s. SWHID
became ISO/IEC in e na ional s anda d 18670 on Ap il 23, 2025.
SWORD
Simple Web-se ice O e ing Reposi o y Deposi is an in e ope abili y s anda d
de eloped by JISC ex ending ATOM.
1 h ps://en.wikipedia.o g/wiki/Minimum_ iable_p oduc
2 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
Table o con en s
1/ In oduc ion
1.1/ Objec i es
1.2/ Scope and Me hodology
2/ S akeholde g oups and pe sonas
2.1/ Wha is he Open Sou ce P og amme O ice Scope in Academia?
2.2/ Schola ly Ecosys em s akeholde s
2.3/ Pe sonas, as a collec i e image o a segmen o he a ge audience
3/ Cu en landscape and associa ed challenges
3.1/ The exis ing in as uc u es in he ecosys em
3.2/ Building on exis ing in as uc u es and componen s
3.3/ The Role o CodeMe a in OSPO-RADAR
4/ Abou he specifica ions
4.1/ O e iew
4.2/ Ou o Scope
4.3/ Objec i es (aligned wi h he SIRS pilla s)
4.4/ Exis ing ea u es OSPOs can use
5/ Minimum Viable P oduc : ea u es and wo kflows o e iews
5.1/ Accoun c ea ion, login and managemen
5.2/ Popula e he so wa e sou ce code dashboa d
5.3/ View dashboa d, cu a e and il e
5.4/ Public iew and sea ch capabili ies
6/ Non- unc ional equi emen s o add ess
6.1/ Accessibili y
6.2/ Pe o mance / compa ibili y
6.3/ Legal equi emen s
6.4/ Sus ainabili y & main ainabili y
7/ Wha ’s nex ? In e ope abili y & eusabili y o he Dashboa d.
7.1 / in eg a ion wi h exis ing ools
7.2/ Func ionali ies and capabili ies o keep in mind a e MVP
8/ The oad ahead: a sus ainable se ice model
Re e ences
Appendices
Appendix A: P emo em
Appendix B: Pe sona Academic OSPO Manage
Appendix C: A collec ion o use cases om he RSMD wo kshop (2023)
Appendix D: Re iew g id o he RSAC componen s specifica ions
3 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
1/ In oduc ion
1.1/ Objec i es
The OSPO-RADAR p ojec (Open Sou ce P og am Office Resea ch Asse s Dashboa d and A chi al
Resou ce) add esses a g owing need in he esea ch ecosys em: he e ec i e managemen ,
p ese a ion, and ecogni ion o so wa e as a fi s -class esea ch ou pu .
A he highes policy le el, such as he UNESCO ecommenda ions on Open Science, he DORA
decla a ion, and he F ench Na ional Plan o Open Science, so wa e is inc easingly acknowledged
as a key schola ly p oduc . Ye , unlike a icles o da ase s, he in as uc u es suppo ing he
a chi al, cu a ion, and me ada a managemen o so wa e emain unde de eloped.
The inhe en complexi y o so wa e, wi h i s dynamic na u e, dependency laye s, and a ied
documen a ion, poses unique challenges o disco e abili y, p ese a ion, and a ibu ion. Fo Open
Sou ce P og am Offices (OSPOs) wi hin academic and esea ch ins i u ions, hese gaps ansla e
in o ope a ional difficul ies. OSPOs play a c i ical ole in managing and p omo ing open sou ce
p ac ices, ye hey ace ecu ing obs acles in:
● A chi ing and acking so wa e ou pu s;
● Ensu ing alignmen wi h ins i u ional p ocesses;
● Managing me ada a in ways ha os e isibili y, compliance, and s a egic
decision-making.
(C. Dillon, 2025)
E ec i e me ada a managemen is cen al o o e coming hese challenges. Me ada a links
so wa e o ela ed publica ions, da ase s, and con ibu o s, hus s eng hening i s academic
ecogni ion and impac . S anda ds such as CodeMe a, widely adop ed by he communi y and
endo sed by EOSC, RDA, and Fo ce11, p o ide a s ong ounda ion. Howe e , hey equi e u he
efinemen o add ess OSPO-specific wo kflows, such as cap u ing license compa ibili y o
documen ing di e se o ms o so wa e documen a ion.
To mee hese needs, OSPO-RADAR p oposes he de elopmen o a Dashboa d. Buil on he
So wa e He i age a chi e and g ounded in me ada a s anda ds, he dashboa d will o e OSPOs a
unified, in e ope able, and scalable pla o m o:
4 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
● Manage ins i u ional so wa e asse s;
En ich and cu a e me ada a;
● Suppo p ope so wa e ci a ion and a ibu ion;
● T ack con ibu ions, unding, and euse;
● In e connec wi h exis ing in as uc u es such as In enioRDM.
This dashboa d aims o simpli y wo kflows, enhance disco e abili y, and inc ease he isibili y o
esea ch so wa e, he eby empowe ing OSPOs o be e suppo hei ins i u ions and con ibu e
o he sus ainabili y o open science.
The
SIRS (Schola ly In as uc u es o Resea ch So wa e, EOSC 2020) dis ills ou essen ials o a
heal hy so wa e schola ship ecosys em—a chi e, e e ence, desc ibe, ci e—and couples hem
wi h a c oss-cu ing call o in e ope abili y and esea che educa ion (no ably ia publishe s).
Toge he , hese se he no h s a o OSPO-RADAR: mo e beyond p inciples in o day- o-day
ope a ions ha ins i u ions can ac ually un.
Why SIRS ma e s now
Despi e b oad consensus, p ac ice lags: hand-o s be ween eposi o ies emain b i le, iden ifie s
a en’ used consis en ly, me ada a is shallow o siloed, and ci a ion guidance is agmen ed.
In as uc u es ha e he le e age o no malize p ac ice, p o ided he ooling makes compliance he
pa h o leas esis ance. OSPO-RADAR ope a ionalizes SIRS ecommenda ions ia eady- o- un
flows, opiniona ed de aul s, and ac ionable signals ha he OSPO offices can adop quickly.
A chi e
● Ensu e du able, e ifiable, p o enance- ich p ese a ion o sou ce code and i s con ex .
● Define ins i u ional deposi flows o So wa e He i age (human and API), p o enance
cap u e (o igin URLs, imes amps, au ho ship), and e en ion policies isible in he
dashboa d.
Re e ence
● Make so wa e findable and unambiguously e e able o e ime.
● T ea PIDs (no ably SWHIDs) as fi s -class da a: s o ed, displayed, expo ed, and esol able
ac oss UI and API.
Desc ibe
● P o ide ich, eusable me ada a o enable disco e y, assessmen , and euse.
● Implica ions o D1.1. Adop CodeMe a p ofiles, equi e a minimal me ada a co e, suppo
mappings o local schemas, and educe cu a o bu den wi h assis ed ex ac ion
(“FAIRifie s”).
Ci e
● No malize co ec so wa e ci a ion ac oss enues.
● P o ide ich, eusable me ada a o enable disco e y, assessmen , and euse.
● Adop CodeMe a p ofiles, equi e a minimal me ada a co e, suppo mappings o local
schemas, and educe cu a o bu den wi h assis ed ex ac ion (“FAIRifie s”).
1.2/ Scope and Me hodology
The scope o D1.1 is o cap u e he equi emen s, expec a ions, and challenges o Open Sou ce
P og am Offices (OSPOs) in academic and esea ch ins i u ions, in o de o shape he unc ional
design o OSPO-RADAR. The me hodology combined wo complemen a y app oaches: (1)
5 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.

ga he ing s uc u ed eedback h ough a su ey dis ibu ed ac oss he OSPO and esea ch
so wa e communi y, and (2) alida ing and en iching hese findings h ough a communi y e iew
p ocess, du ing Sep embe and Oc obe 2025.
1.2.1/ Su ey Resul s
The OSPO-RADAR su ey collec ed esponses om 16 o ganiza ions, wi h a majo i y ep esen ing
uni e si ies (68.8%), ollowed by esea ch ins i u es (25%). The ma u i y o OSPOs a ied: mos
esponden s indica ed ha hei ini ia i es a e jus ge ing s a ed (53.8%), while o he s epo ed
defined oles and goals (23.1%) o defined policies wi h limi ed ooling (15.4%). Only one
o ganiza ion epo ed ad anced wo kflows wi h au oma ion.
Key findings included:
● Cu a ion wo kflows: Responden s we e e enly spli be ween p e e ing esea che -ini ia ed
(50%) and ins i u ion-ini ia ed (50%) cu a ion.
● Func ional p io i ies: The mos aluable ea u es iden ified we e acking euse, ci a ions,
and unding links (27.9%), in eg a ion wi h pla o ms (23.2%), and public- acing so wa e
showcases and ci a ion ools (16.2% each). Au oma ic a chi al (SWHIDs) and cen alized
me ada a managemen also ecei ed significan suppo .
● Solu ion p e e ences: A majo i y a o ed in eg a ion in o exis ing sys ems (58.3%), while
41.7% exp essed in e es in a SaaS solu ion p o ided by So wa e He i age.
● Challenges: Common issues included lack o sys ema ic acking and a chi ing, difficul y
con incing esea che s o deposi so wa e, agmen ed schemas ac oss g oups, and
conce ns a ound in e ope abili y, me ada a cu a ion, and quali y con ol.
● Engagemen : Mo e han hal o he esponden s we e willing o con ibu e o OSPO-RADAR
specifica ions, wi h a p e e ence o online wo kshops (54.6%) and con ibu ions h ough
sha ed documen s o code eposi o ies.
These esul s p o ide a clea pic u e o he di e se con ex s and p io i ies o OSPOs in academia,
confi ming bo h he demand o dedica ed ooling and he impo ance o in e ope abili y wi h
exis ing pla o ms.
1.2.2/ Communi y Re iew P ocess
In addi ion o he su ey, a communi y e iew p ocess was implemen ed o alida e and efine he
p elimina y findings. This p ocess combined synch onous and asynch onous exchanges o
maximize pa icipa ion and dep h o eedback:
● Ta ge ed wo kshop: A small wo kshop was held wi h fi e designa ed OSPOs, allowing o
ocused discussions on he su ey ou comes and he ini ial scope o OSPO-RADAR.
● Asynch onous e iew: D a s o his deli e able we e ci cula ed o commen s o e a
one-mon h pe iod, enabling b oade communi y membe s o p o ide inpu a hei own
pace.
● I e a i e efinemen : Feedback om bo h he wo kshop and he asynch onous e iew was
consolida ed and used o adjus he in e p e a ion o su ey esul s and sha pen he
iden ified p io i ies.
6 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
This combined app oach confi med he su ey’s main conclusions, while emphasizing he
impo ance o flexibili y o accommoda e ins i u ions a di e en ma u i y le els. I also ein o ced
he alue o anspa ency and con inued engagemen , ensu ing ha OSPO-RADAR emains shaped
by i s communi y.
2/ S akeholde g oups and pe sonas
“One o he mos p omising and di e en ia ing cha ac e is ics o uni e si y OSPOs is
hei abili y o suppo no el o ms o impac h ough new pa ne ships and engagemen .”
(Young e al., 2024)
2.1/ Wha is he Open Sou ce P og amme Office Scope in
Academia?
Wi hin he academic landscape, Open Sou ce P og amme Offices (OSPOs) play a s a egic ole in
b idging ins i u ional esea ch p ac ices wi h he b oade open-sou ce ecosys em. While co po a e
OSPOs p ima ily add ess compliance, isk managemen , and efficiency, academic OSPOs a e
dis inguished by hei ocus on ad ancing Open Science and suppo ing esea ch so wa e as a
fi s -class schola ly ou pu .
The scope o an academic OSPO ypically includes:
● Go e nance and Policy
Es ablishing clea ins i u ional policies o open-sou ce so wa e de elopmen , licensing,
in ellec ual p ope y, and compliance, while aligning wi h na ional and in e na ional Open
Science s a egies.
● Resea ch So wa e Managemen
Suppo ing he long- e m a chi ing, ci a ion, and disco e abili y o so wa e ou pu s;
p omo ing he use o pe sis en iden ifie s and me ada a s anda ds (e.g., SWHIDs,
CodeMe a); and ensu ing esea ch ep oducibili y.
● Communi y and Capaci y Building
Se ing as a hub ha connec s esea che s, esea ch so wa e enginee s (RSEs), lib a ians,
and IT p o essionals. Academic OSPOs p o ide aining, wo kshops, and guidance on
open-sou ce bes p ac ices, while os e ing ecogni ion o so wa e con ibu ions in
esea ch assessmen .
● In as uc u e and Tools
Facili a ing he in eg a ion o ins i u ional sys ems wi h ex e nal in as uc u es such as
So wa e He i age, Zenodo, o Gi Hub/Gi Lab; de eloping dashboa ds and moni o ing ools
o ack euse, impac , and sus ainabili y o esea ch so wa e.
● S a egic Pa ne ships
Ac ing as he ins i u ional in e ace wi h ex e nal open-sou ce communi ies, unde s, and
in e na ional ini ia i es (e.g., EOSC, RDA, ReSA, SciCodes). Academic OSPOs help posi ion
hei ins i u ions as ac i e con ibu o s o he global open knowledge ecosys em.
In his way, OSPOs in academia con ibu e no only o he efficien managemen o esea ch
so wa e asse s bu also o he cul u al shi equi ed o so wa e o be ully ecognized as a
c i ical componen o schola ly communica ion.
7 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
2.2/ Schola ly Ecosys em s akeholde s
The So wa e Sou ce Code Iden ifica ion Wo king G oup (SCID WG), a join e o unde he Resea ch
Da a Alliance (RDA) and FORCE11, p oduced a landma k ou pu on use cases and iden ifie
schemes o pe sis en so wa e sou ce code iden ifica ion. Published in 2020, he epo
iden ifies a b oad ange o s akeholde s ha a e lis ed below.
In as uc u es and ooling:
● A chi e: P ese es human knowledge, pa icula ly so wa e sou ce code.
Examples: So wa e He i age (SWH), Zenodo
● Ci a ion Manage : P o ides se ices o ools o managing ci a ions.
Examples: Zo e o, Mendeley, EndNo e
● Collabo a i e De elopmen Pla o m / Fo ge: Hos collabo a i e so wa e de elopmen in
public o p i a e eposi o ies.
Examples: Gi Hub, Gi Lab, Bi bucke
● Indexe : Agg ega e, classi y, and p o ide access o esea ch ou pu s, imp o ing findabili y
o so wa e i ems.
Examples: ADS, Scopus, Web o Science, Google Schola
● Ins i u ional, Na ional o Domain Reposi o y: P ese e in ellec ual ou pu s o a specific
ins i u ion o domain.
Examples: HAL
● Jou nal / Publica ion Venue / Publica ion pla o m: Dissemina e esea ch ou pu s (a icles,
da a, so wa e) h ough pee e iew, jou nals, o con e ences.
Examples: JOSS, POPL, Episciences
● Package Manage : Facili a e ins alla ion, configu a ion, and managemen o so wa e ools.
Examples: PyPI, NPM
● Regis y: P o ide online ca alogs desc ibing so wa e p ojec s wi h me ada a.
Examples: ASCL, swMATH, SciC unch, Wikida a
O ganiza ion ypes and ac o s:
● Funde : P o ide financial suppo o esea ch p ojec s, including hose p oducing so wa e,
and e alua e ou comes.
Examples: NSF, NIH, Wellcome T us
● Ins i u ion / Resea ch Cen e / Uni e si y: Employ esea che s, may hold copy igh o
ou pu s, and e alua e con ibu ions.
Examples: MIT, ENS, In ia, G enoble Alpes Uni e si y, Del Uni e si y o Technology
● Technology ans e offices: ha e a di e en scope han OSPOs, bu can maximize he
impac o open sou ce so wa e ou side he academic en i onmen .
● Lib a y / Uni e si y Lib a y
Collec and cu a e esou ces, may p o ide emula ion se ices o legacy so wa e.
Resea ch lib a ies help esea che s de elop da a/so wa e managemen plans as hese a e
inc easingly manda o y by esea ch unding o ganisa ions. Examples: S an o d Lib a y; The
Depa men o Lib a ies, In o ma ion and Open Science (DiBISO) a Pa is Saclay Uni e si y
● Cu a o / Lib a ian / Digi al A chi is : Mode a e and cu a e esea ch/so wa e a i ac s
desc ip ions in a chi es, eposi o ies, o lib a ies. Suppo schola ly communica ions (i.e.
open access, eme ging ends in publishing). P o ide aining and c ea e lea ning ma e ials
on open science bes p ac ices. Con ibu e o he open science ins i u ional policy.
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● Policy Make : Define
ins i u ional, na ional, o
in e na ional policies ela ed o
esea ch ou pu s. Examples:
Eu opean Commission, na ional
esea ch commi ees
● Resea che as So wa e Use
(RSU): Use so wa e in esea ch
wi hou con ibu ing o i s
c ea ion. Examples: Any
esea che using exis ing ools
in hei wo k
● Resea che as So wa e Au ho
(RSA) / Resea ch So wa e
Enginee
C ea e esea ch so wa e,
possibly ulfilling oles such as
design, a chi ec u e, coding,
debugging, main enance,
documen a ion, es ing, o
managemen .
● So wa e Enginee
De elop and main ain so wa e wi hou necessa ily being a esea che , o en con ibu ing o
c ea ion, main enance, o dependencies.
2.3/ Pe sonas, as a collec i e image o a segmen o he a ge
audience
A pe sona is an a che ype ep esen ing a g oup o people whose beha io s, mo i a ions, and goals
a e simila . The pu pose o pe sonas is no o ep esen all audiences o add ess all needs o he
websi e o a p oduc , bu ins ead o ocus on he majo needs o he mos impo an use g oups.
C ea ing pe sonas helps iden i y he ba ie s o accessing he p oduc , which leads o asking why
use s would choose he u u e p oduc o e ano he .
Pe sona
’s name
Job i le
Main needs
Pain poin s
Sofia
Academic
OSPO
Manage
● Build open sou ce awa eness
ac oss he ins i u ion
● Define and implemen OSPO
policies and bes p ac ices
● Suppo esea che s in
licensing, compliance, and
communi y con ibu ions
● Connec he ins i u ion o
Eu opean and global OSPO
ne wo ks (CURIOSS, CHAOSS,
e c.)
● Deploy ools o he ecosys em
(legal compliance, me ics, e c.)
● Keep up o da e wi h a ailable
ools o OSPOs
● Lack o de elope capaci y
● Unclea in e nal policies
● Balancing compliance wi h inno a ion
● Wi hin he ins i u ion, some g oups
migh iew an OSPO as a “compe i o ”
a he han a complemen a y esou ce
(Young e al., 2024)
9 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
Resea ch Da a Alliance/FORCE11 So wa e Sou ce Code
Iden ifica ion WGe al. (2020). So wa e Sou ce Code
Iden ifica ion Use cases and iden ifie schemes o
pe sis en so wa e sou ce code iden ifica ion (1.1). Zenodo.
h ps://doi.o g/10.15497/RDA00053
● CLI o au oma ed deposi s and sc ip ing.
● P o enance & e sion upda es in deposi s ( ack new eleases/ e sions).
Bulk A chi al a Scale
● Bulk Sa e API (/sa e/bulk/) o submi la ge lis s o o igins (CSV/JSON).4
● S a us acking endpoin (/sa e/bulk/< eques _id>/) o moni o p og ess.5
Me ada a & Ci a ion (no dashboa d needed)
● Me ada a que y by SWHID o o igin URL (in insic/ex insic; aw/indexed).
● Ci a ion API endpoin s:
○ /api/1/ aw-in insic-me ada a/ci a ion/o igin/
○ /api/1/ aw-in insic-me ada a/ci a ion/swhid/{SWHID}/
● Au oma ic BibTeX gene a ion om codeme a.json o CITATION.c
(wi h sma en y ypes based on SWHID: snapsho / elease/ e ision/di ec o y/con en ).
● CodeMe a-awa e inges ion and mapping (CFF → CodeMe a → BibTeX).
Disco e abili y & Re e encing
● S able SWHIDs (pe malinks) a mul iple g anula i y le els
(o igin/snapsho / elease/ e ision/di ec o y/con en ) o long- e m e e ence.
● Public web “Ci a ion” ab unde pe malinks o quick copy-pas e (op ional UI use).
In eg a ion Suppo
● Comp ehensi e ech docs & use guides o all o he abo e.
● Pa ne deposi admin iew (op ional web UI o pa ne s; no equi ed o use APIs/CLI).
5 h ps://a chi e.so wa ehe i age.o g/api/1/o igin/sa e/bulk/ eques /doc/
4 h ps://a chi e.so wa ehe i age.o g/api/1/o igin/sa e/bulk/doc/
16 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.

5/ Minimum Viable P oduc : ea u es and
wo kflows o e iews
The sec ion cap u es he basic ope a ions ha he OSPO-RADAR Dashboa d needs o suppo .
They desc ibe how a use in e ac s wi h he sys em, how he Dashboa d connec s wi h he
So wa e He i age a chi e, and wha minimal ea u es a e equi ed o a Minimum Viable P oduc
(MVP). The idea is o keep hings ligh weigh and usable, while ensu ing ha p o enance and
in eg a ion a e handled co ec ly om he s a .
The MVP deli e s he minimal end- o-end pa h, including:
- Secu e accoun / ole managemen ;
- Collec ion popula ion (ba ch impo , signal sw epo, sea ch/add);
- In e nal iew/fil e /cu a e;
- A ead-only public on -shop ha can be injec ed in ins i u ional websi e h ough an API.
Following he communi y e iew o he p oposed MVP, a clea bounda y will be se o he
OSPO-RADAR p ojec (2025-2027) and all o he use cases, ea u es and ools will be de e ed o
he backlog as issues.
5.1/ Accoun c ea ion, login and managemen
5.1.1/ Accoun c ea ion
#W1 Accoun c ea ion: Gene al desc ip ion o he ea u e’s wo k low
How new use s eques access, wi h alida ion by an adminis a o and e ie al o an API
oken om So wa e He i age. This se s up he use p ofile and o ganiza ion link.
Main ac o : OSPO manage / dashboa d admin
Needs o pain-poin s o be ackled
OSPO-RADAR capabili ies
Adding a new OSPO o he dashboa d is a
p ocess ha equi es manual alida ion o
confi m he pa icipan s' iden i y and ain hem
on he ool.
● C ea e a use (admin) accoun
associa ed wi h a collec ion -
manually alida ed by SWH eam
The OSPO mus hen be au onomous in
managing use accoun s linked o i s
o ganiza ion.
● C ea e accoun s o o he
ins i u ional use s (con ibu o s) -
alida ed by use (admin)
We should be able o di e en ia e be ween wo
di e en use le els in an OSPO: a con ibu o
le el o manage only he collec ion & me ada a,
and a manage le el who can also make
changes o he o ganiza ion's se ings
(desc ip ion, use s, e c.).
● O ganiza ion managemen (name,
logo, desc ip ion) es ic ed o
Admin/Manage
I is impo an o minimize he amoun o
pe sonal da a collec ed du ing accoun c ea ion.
● Da a minimiza ion; e en ion policy
o denied/expi ed eques s;
isibili y in o s o ed pe sonal da a
17 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
Whene e possible, exis ing o ganiza ion/use
accoun s om So wa e He i age's cen alized
au hen ica ion should be eused.
● I possible, use same accoun ha
is used in he
a chi e.so wa ehe i age.o g
Use s o y
As a p ospec i e OSPO collabo a o , I wan o eques an accoun on he OSPO-RADAR
Dashboa d, so ha I can access my ins i u ion’s collec ion and con ibu e en ies.
Associa ed use case
A p ospec i e use opens he OSPO-RADAR Dashboa d and submi s an accoun eques . The
Dashboa d eco ds he eques and immedia ely no ifies he designa ed Admin o ha
o ganiza ion.
A alida ion phase ollows:
● I he Admin ejec s he eques : he Admin eco ds he decision in he Dashboa d. The
Dashboa d closes he eques and sends a no ifica ion o he use in o ming hem ha
access was no g an ed.
● I he Admin accep s he eques : he Dashboa d c ea es he use eco d in he
OSPO-RADAR da abase (and, i needed, c ea es o links he o ganiza ion eco d). The
Dashboa d hen con ac s So wa e He i age (SWH) o ob ain an o ganiza ion-scoped
API oken. Once he oken is e u ned, i is s o ed in he OSPO-RADAR da abase.
Finally, he Dashboa d no ifies he use ha hei accoun has been app o ed and
p o ides nex -s ep ins uc ions o signing in.
End s a e: Ei he he eques is closed as ejec ed (use in o med), o he use is ac i e, linked
o he co ec o ganiza ion, and he SWH API oken is s o ed o la e au hen ica ed
ope a ions.
Access oles
Role
Desc ip ion (+Pe sonas)
C ea e
collec ion
& Bulk
addi ion
Upda e &
Valida e
en ies in
collec ion
View
collec ion
Admin -
manage
Full con ol: can c ea e sub-collec ions, bulk
add, upda e/ alida e en ies, and iew.
Yes
Yes
Yes
Cu a o -
con ibu o
Can en ich and main ain collec ions:
upda e/ alida e en ies and iew.
No
Yes
Yes
Resea che
Read-only access o consul collec ions.
No
No
Yes
La ge public
Gene al audience wi h iew-only access.
No
No
Yes
18 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
Wo kflow o e iew: #W1 Accoun c ea ion o use (con ibu o )
5.1.2/ Login o Dashboa d
#W2 Gene al desc ip ion o he ea u e’s wo k low
S anda d au hen ica ion wi h e o handling and passwo d ese . No hing ancy, bu secu e
and consis en wi h ins i u ional p ac ices. Ensu e ha di e en ins i u ion p ofiles can be
accessed by ole based le els o access.
Main ac o : Use (con ibu o ) / Use (admin)
Needs o pain-poin s o be ackled
OSPO-RADAR capabili ies
The au hen ica ion mechanism mus be
secu e: equi ing complex passwo ds
and ecommending wo- ac o
au hen ica ion.
● En o ce passwo d policy; op ional
TOTP/WebAu hn 2FA ia Keycloak
I should be easy o change a passwo d
wi hou needing o con ac a manage o
So wa e He i age.
● Sel -se ice passwo d change &
o go -passwo d flow handled by Keycloak
19 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
Use s o y
● As he OSPO-RADAR ope a o , I need o login in as an adminis a o o my collec ion.
Associa ed use case
1. au hen ica e mysel on he si e o secu ely manage my da a and my o ganiza ion's
da a. I also need o be able o manage o he use s linked o my o ganiza ion.
a. Ini ial accoun c ea ion mechanism o he OSPO, his accoun mus be linked
o a global o ganiza ion accoun on he o he SWH websi e o be able o use
ou APIs
b. Login/ o go passwo d wo kflows
c. P ofil managemen .
d. Access Con ol Lis s (ACL) depending on use oles (admin, OSPO ope a o
and OSPO collabo a o )
e. C ea e Re ie e Upda e Dele e (CRUD) use s.
. O ganiza ion managemen (name, logo, desc ip ion, e c.).
Communi y e iew o wo kflows: #W1 & #W2 Accoun managemen (c ea ion, login and
managemen )
Name / Anonymous
Commen
+Up o es
Feedback summa y and esponse:
20 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
Wo kflow o e iew: #W2 Accoun login
21 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.

5.2/ Popula e he so wa e sou ce code dashboa d
5.2.1/ Ba ch impo
#W3 Gene al desc ip ion o he ea u e’s wo k low
Allows an OSPO manage o submi a lis o so wa e p ojec s/u ls o popula e he collec ion.
The wo kflow calls “Bulk Sa e Reques 6” and anno a es he o igin wi h he ins i u ion
in o ma ion.
OSPOs a e al eady using o he ools o ack p ojec s / so wa e, hey wan o euse a ailable
da a ins ead o ha ing o efill o ms
Main ac o : Admin / OSPO Manage
Needs o pain-poin s o be
ackled
OSPO-RADAR capabili ies
The ini ial impo p ocess
needs o be simple and no ely
on a specific ool. A simple lis
o so wa e URLs (link o he
p ojec on a o ge, a package
manage , e c.) should wo k.
● Impo inpu s: pas e a newline-sepa a ed lis o
URLs; op ional CSV upload (single column o heade
u l); API endpoin o p og amma ic impo s. URL
alida ion suppo s known o ges and package
egis ies.
● Bonus: Add me ada a o sub-collec ions and o he
ags o fil e ing.
A de ailed epo should be
a ailable a e he impo o
know wha has been added o
he collecion, a chi ed, e c.
● Immedia ely: Impo epo shown in-app - pe - ow
s a us (Added o collec ion, Al eady in collec ion)
● A e Bulk sa e eques inges ed: Impo epo wi h:
○ URL,
○ Sa e eques s a us (i Failed + eason),
○ A chi ed (SWHID) - heu is ic o DIR swhid o
oo di ec o y in mas e b anch.
Use s o y
As an OSPO, I wan o impo a lis o so wa e o my collec ion and iew a s a us epo o
his impo , so ha I can quickly popula e he collec ion om exis ing sou ces, ensu e each
o igin is a chi ed and assigned an SWHID, and ac on a clea pe -i em ou come wi hou
manual e-en y.
Associa ed use case
1. The Logged-in Use submi s a lis o so wa e o igins o he OR Dashboa d.
2. The OR Dashboa d alida es he payload (basic URL checks, duplica es) and enqueues
a ba ch “Sa e Code Now” job wi h he Task Schedule .
3. The Task Schedule p ocesses he job o igin by o igin:
3.1) Calls SWH o a chi e he o igin (o e ie e exis ing a chi al s a e).
3.2) Recei es me ada a/SWHIDs om SWH.
3.3) Sends p og ess upda es back o he OR Dashboa d, which upda es he job s a us
and adds/upda es i ems in he Use ’s o ganiza ion collec ion (including ins i u ional
anno a ions).
4. When all o igins a e p ocessed, he OR Dashboa d finalizes he job and p epa es a
s a us epo (successes, al eady a chi ed, ailu es wi h easons, SWHIDs whe e
applicable).
5. The OR Dashboa d no ifies he Use ha he impo has comple ed and p o ides
access o he epo ( iew/download).
6 h ps://a chi e.so wa ehe i age.o g/api/1/o igin/sa e/bulk/doc/
22 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
Wo kflow o e iew: #W3 Ba ch impo
5.2.2/ Signal so wa e
#W4 Gene al desc ip ion o he ea u e’s wo k low
Fo one-o addi ions. A esea che p o ides a URL, a cu a o is no ified and alida es i . I he
p ojec isn’ he e ye , a Sa e Code Now eques is igge ed be o e adding i o he collec ion.
Ha e so wa e con ibu ions au oma ically included in ins i u ionally alida ed expo s ha
can be eused in CVs, annual ac i i y epo s, and g an applica ions.
Main ac o : Resea che / Scien is / Resea ch manage
Needs o pain-poin s o be ackled
OSPO-RADAR capabili ies
A oid ic ion due o accoun c ea ion,
login / passwo d e c. and a he same
ime he o m o signal so wa e mus
no be easily disco e able ou side he
ins i u ion.
● P o ide a simple o m o he esea che o
submi a URL and indica e whe he he
ins i u ion:
○ c ea ed o con ibu ed o he so wa e
○ used o depends on he so wa e
● Wi hou login: Ensu e ins i u ional affilia ion
o he submi e wi hou o cing accoun
c ea ion (ligh weigh email check).
OSPO s a need simple cu a ion
ools/wo kflows o iage
submissions be o e any hing appea s
on he public “ on -shop” iew.
● P o ide simple ools/wo kflows o manage
he lis o signaled so wa e. A cu a ion has o
be done be o e adding he so wa e o he
on -shop iew.
23 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
I a p ojec isn’ a chi ed, a simple
mechanism in he wo kflow should
make i easy o do.
● T igge a sa e code now i needed.
Resea che s add men ions o
so wa e in a icles ha a e deposi ed
in schola ly eposi o ies (e.g HAL) and
o ease he addi ions o hese inpu s
in an ins i u ional collec ion, a
no ifica ion meachnism o he OSPO,
could acili a e he inpu .
Op ional: COAR No i y om o he in as uc u es o
include so wa e o igins o a collec ion ( ela es o he
wo kflow o iden i ying so wa e in a icles)
Use s o y
As a esea che , I wan my so wa e con ibu ions o appea in he collec ion.
Reason:
Resea che s wan hei so wa e ou pu s o be isible and ecognized alongside publica ions
and da ase s, wi hou ha ing o manually compile sca e ed eco ds. Ins i u ionally cu a ed
expo s ensu e accu acy, pe sis ence, and p ope ci a ion.
Associa ed use case
1. (op ional) Resea che includes a codeme a.json file in hei eposi o y.
2. Resea che p o ides he u l and ins i u ional email in o simple “signal so wa e” o m.
3. An email is sen o he Resea che email accoun o alida ion
4. I alida ed, email is sen o OSPO o accep he addi ional eques
5. OSPO alida es he eques o in eg a e in o he ins i u ional dashboa d
6. O igin is a chi ed in So wa e He i age → gene a es an SWHID.
7. The Dashboa d inges s me ada a and associa es he p ojec wi h he esea che ’s
ORCID and ins i u ional affilia ion.
8. OSPO manage alida es he me ada a and adds he eco d o he ins i u ional
collec ion.
Me ada a fields co e ed:
● iden i ie (SWHID, DOI)
● au ho (wi h ORCID)
● a ilia ion (ins i u ion)
● name (so wa e i le)
● e sion
● da eC ea ed, da eModi ied, da ePublished
● ela edPublica ion
● unding, unde
● license
24 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
Wo kflow o e iew: #W4 Signal so wa e sou ce code asse
5.2.3/ Sea ch and add so wa e
#W5 Gene al desc ip ion o he ea u e’s wo k low
Fo one-o addi ions. A cu a o sea ches a so wa e by i s name o u l in So wa e He i age’s
da abase. I he p ojec isn’ a chi ed, he Cu a o igge s Sa e Code Now and hen adds i o
he collec ion.
Main ac o : Cu a o
Needs o pain-poin s o be ackled
OSPO-RADAR capabili ies
P o ide access o So wa e He i age’s
sea ch engine.
● Buil -in SWH sea ch in eg a ion (name o
URL que y) wi h esul s e u ned in-app.
● One-click “Sa e Code Now + Add o
collec ion” ac ion when no a chi al eco d
is ound.
P o ide a simple in e ace o que y he
sea ch engine and iden i y ma ching
p ojec s, o enable on-o addi ions.
● “Add o collec ion” ac ion on any ma ched
esul (wi h collec ion/sub-collec ion
picke ).
● Duplica e check wi h inline wa ning i he
i em al eady exis s in he o g’s collec ion.
Use s o y
As a Cu a o , I wan he piece o so wa e I’ e iden ified o appea in he collec ion a e
sea ching by name o URL, so ha I can quickly cu a e he ca alog wi hou manual e-en y
and ensu e an SWHID exis s.
25 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
Associa ed use case
1. The use selec s a se o p ojec s (all ins i u ional p ojec s o a fil e ed subse ).
2. Fo each p ojec , Dashboa d checks i he o igin is a chi ed in So wa e He i age.
○ I yes, e ie e he Di ec o y SWHID.
○ I no , igge “Sa e Code Now” au oma ically, hen e ie e he new SWHID.
3. Compile esul s in o a s uc u ed CSV wi h:
○ Componen /P ojec name
○ Reposi o y URL
○ Di ec o y SWHID
4. P o ide he CSV as a downloadable a i ac o ia API.
Wo kflow o e iew: #W9 Expo a lis o asse s wi h mos ecen di SWHID
32 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.

Communi y e iew o wo kflows: #W6, #W7, #W8 & W9: in e nal iew and dashboa d
unc ionali ies
Name / Anonymous
Commen
+up o e s
Feedback summa y and esponse:
5.4/ Public iew and sea ch capabili ies
5.4.1/ F on -shop iew
#W10 Gene al desc ip ion o he ea u e’s wo k low
Beyond he in e nal dashboa d, ins i u ions o en need a public- acing iew o hei so wa e
ou pu s. The idea is o expose a “ on -shop” ha displays selec ed p ojec s om he
dashboa d, wi h me ada a om in insic sou ces o om ins i u ional anno a ions.
This is a ead-only public po al ha su aces a cu a ed subse o eco ds. I includes:
● Po al homepage (en y poin o all use s).
● Ins i u ion-specific OSPO pages.
● So wa e-specific modals.
The public si e is ed di ec ly om he dashboa d (sou ce o u h). Ins i u ions con ol
isibili y h ough publish/unpublish, ea u e/un ea u e oggles.
The lis o published en ies can be displayed on any ins i u ional websi e, using he
dashboa d API endpoin .
Main ac o : All (public isi o s, esea che s, unde s, OSPO s a )
Needs o pain-poin s o be ackled
OSPO-RADAR capabili ies
Ins i u ions wan o showcase so wa e
ou pu s publicly wi hou duplica ing da a.
The on -shop po al is au oma ically ed om
he cu a ed in e nal collec ion; OSPO s a selec
which eco ds a e public. No e-en y equi ed.
Need o con ol publica ion while
keeping wo kflows ligh weigh .
Publish/unpublish and ea u e/un ea u e oggles
in he dashboa d, wi h ins an sync o he public
si e.
Make i easie o machines o na iga e
he pages by implemen ing Signpos ing
pa e ns
Public pages include Signpos ing HTTP link
heade s and s uc u ed links ( o SWHID, DOI,
33 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
ela ed publica ions), enabling au oma ed
ha es ing and in e ope abili y.
Ins i u ions need o know impac and
each o hei po olio.
Buil -in basic analy ics: coun s o page iews,
downloads, and ou bound clicks, agg ega ed pe
p ojec and pe ins i u ion.
Use s o y
● As an OSPO s a membe , I can ma k p ojec s as public/ ea u ed and p o ide sho
desc ip ions so ha isi o s can disco e ou key so wa e.
● As a public isi o , I can b owse/sea ch he po al and open a so wa e page o iew
co e me ada a and links.
● As a esea che , I can find he p ojec ’s eposi o y, a chi al iden ifie , license, and
ci a ion in o ma ion om a single page.
Associa ed use case
1. B owse/sea ch he po al (Public isi o )
a. Public isi o accesses he po al homepage.
b. Uses sea ch box o fil e s (name, ags, domain, license) o b owse.
c. Fea u ed p ojec s appea highligh ed on he homepage/OSPO page.
2. View a so wa e en y
a. Visi o selec s an en y→ public so wa e en y opens.
b. Page displays:
■ Ti le / desc ip ion ( om dashboa d anno a ion).
■ Reposi o y URL (link o o ge).
■ SWHID (s able a chi al link) + i ame?
■ License/s (SPDX) - i a ailable (wa ning i missing)
■ Ci a ion in o (e.g., BibTeX/CSL).
■ Rela ed ou pu s (pape s, da ase s).
Wo kflow o e iew: #W10 Showcase OSPO’s collec ion and subcollec ions
34 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
Communi y e iew o wo kflows: #W10 F on -shop iew and API usage o collec ion lis
Name / Anonymous
Commen
+up o e s
Feedback summa y and esponse:
6/ Non- unc ional equi emen s o add ess
6.1/ Accessibili y
To allow he g ea es numbe o people o access he si e's con en , we aim o an AA con o mi y
le el wi h The Web Con en Accessibili y Guidelines.
6.2/ Pe o mance / compa ibili y
We will depend on ex e nal APIs (sea ch, deposi , e c.) so we’ll need o find ways o displaying
loading s a es.
The public websi e mus :
● wo k wi h ja asc ip disabled
● wo k on mul iple sc een sizes ( esponsi e design)
● wo k on he la es h ee e sions o majo b owse s
The dashboa d i sel will equi e ja asc ip and a leas a able -sized sc een o wo k p ope ly.
6.3/ Legal equi emen s
The OSPO-RADAR Dashboa d will comply wi h EU and F ench law and anspa en policies o
cookies, p i acy, and e ms:
● GDPR (EU): collec only necessa y da a, minimal cookies (consen only i non-essen ial).
● P o ide P i acy No ice, Te ms o Use, Con en Policy, and DPO con ac .
● Hos in F ance/EU; documen da a flows and log e en ion.
6.4/ Sus ainabili y & main ainabili y
The OSPO-RADAR Dashboa d will be de eloped as open sou ce p ojec , unde a pe missi e license
and, and can be sel -hos ed, o ked, and ex ended wi hou lock-in. We will:
35 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
● License & go e nance: pe missi e license (e.g., MIT/Apache-2.0), CONTRIBUTING.md,
CODE_OF_CONDUCT.md, ligh weigh main aine model, issue empla es, elease no es.
● A chi ec u e: modula se ices wi h clea bounda ies; s able, e sioned public APIs
(SemVe ); dependency minimiza ion; eplaceable adap e s o SWH/ID p o ide s.
● Da a po abili y: ull expo /impo (JSON/CSV), documen ed schemas, no hidden s a e;
mig a ion sc ip s be ween e sions.
● Quali y & es s: CI/CD wi h uni /in eg a ion/e2e es s; code co e age a ge s; s a ic
analysis and lin ing.
● Docs & aining: docs a ailable, quick-s a ecipes, upg ade guides, and pe iodic e esh o
examples.
● Communi y: public icke s o ea u es o MVP and nex e sions, discussions, and pe iodic
communi y calls; encou age ups eaming o ins i u ional ex ensions.
7/ Wha ’s nex ? In e ope abili y & eusabili y o
he Dashboa d.
OSPO-RADAR’s use s and pa ne s emphasize di e en s a ing poin s and le els o ambi ion.
Taken oge he , hese inpu s poin o a modula p oduc ha is easy o plug in, easy o igno e i
ou -o -scope, and easy o euse elsewhe e.
Key signals om pa ne s
● Some a e p ocu ing dashboa ds/mining sys ems and wan he SWHAD o expose a clean
API hei ools can call—wi hou o cing a pla o m swi ch.
● O he s al eady ack so wa e in he Resea ch So wa e Di ec o y (RSD) and need
ligh weigh connec o s a he han o e lapping ea u es.
● Se e al use Da a e se and p e e bi-di ec ional sync (me ada a + links, ideally files whe e
app op ia e).
● Many wan o mo e beyond s a ic checklis s owa d in e ac i e, guided wo kflows (while
acknowledging ha SWH isn’ ye embedded in cu en p ac ices).
● A subse no e ha managing esea che s’ so wa e isn’ hei manda e; o hem, he
SWHAD should s ay low- ouch, p ima ily signpos ing o ex e nal se ices and eposi o ies.
Design implica ion: Fa o simple UX and a minimal, well-chosen ea u e se o e b ead h. Make
in eg a ion he de aul pa h o alue.
7.1 / in eg a ion wi h exis ing ools
“Finally, OSPO-RADAR mus be modula , in e ope able, and eusable, wi h componen s ha a e
openly documen ed and capable o in eg a ing seamlessly wi h eposi o ies, egis ies, o ges,
and publishing pla o ms. In his way, OSPO-RADAR can become he connec i e issue o he
schola ly ecosys em, u ning lessons lea ned in o du able in as uc u e o esea ch so wa e
managemen .” (see §3.2)
E alua e in eg a ions
● So wa e He i age (SWH)
○ E alua e usage o Deposi API o c ea ing a chi al eco ds and ob aining SWHIDs
and he exis ing deposi pa ne s needs.
36 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
○ Docs: h ps://docs.so wa ehe i age.o g/use /deposi /index.h ml
● Schola ly In as uc u es as a sou ce o inpu and a OSPO-RADAR Dashboa d consume
(HAL, Zenodo, Resea ch So wa e Di ec o y (RSD), and o he s
○ One-way ( ead) o su ace exis ing so wa e and me ada a.
○ Op ional w i e-back: push en iched links (e.g., SWHIDs, ci a ions) when enabled.
○ Bi-di ec ional me ada a sync (da ase s ↔ so wa e eco ds, ela ed iden ifie s).
○ Map pe sis en IDs (DOI, SWHID, ORCID, ROR) and p o enance fields.
In e ac ion pa e n
● API-fi s : e e y ea u e a ailable ia REST/G aphQL endpoin s.
● Connec o s o e code o ks: adap e s ha ansla e be ween schemas (CodeMe a, RSD
JSON, Da a e se me ada a blocks).
● P og essi e enhancemen : s a wi h ead-only disco e y.
F om checklis s o guided flows
● Replace s a ic “ o-do”s wi h s ep-by-s ep wiza ds (e.g., “A chi e → Re e ence → Desc ibe →
Ci e”).
● O e con ex ual ips and au o-fill om exis ing eco ds (RSD/Da a e se) o educe use
e o .
● Keep a no-ops pa h o o gs ha only wan poin e s o ex e nal se ices.
Ou comes
● O gs wi h exis ing s acks gain alue ia APIs and connec o s.
● O gs wi hou s acks can s ill use a simple, ocused OSPO-RADAR Dashboa d wi hou
ea u e bloa .
● Resea che s benefi om ewe s eps, be e links, and du able iden ifie s ac oss he
ecosys em.
7.2/ Func ionali ies and capabili ies o keep in mind a e MVP
● P o enance & aceabili y
○ Cap u e e en logs (who/when: a chi e, cu a e, edi , app o e).
○ S o e e ba im codeme a.json + no malized model; show di s ac oss
e sions/snapsho s.
● Iden ifie ecosys em
○ In insic: SWHIDs (di / e /snp/o igin).
○ Ex insic: DOIs (Zenodo), ORCID (people), ROR (o gs), HAL-ids, RRIDs.
○ Deduplica ion ules ac oss iden ifie s; me ge/spli eco ds.
● In e ope abili y & connec o s
○ Ha es e s o Gi Hub/Gi Lab/sel -hos ed o ges, HAL, Zenodo, Da a e se,
In enioRDM, CRIS.
○ Webhooks & scheduled jobs; “Sa e Code Now” in eg a ion a impo ime.
○ Impo p ofiles: CodeMe a 3, CITATION.c ; expo p ofiles: CodeMe a 3, BibLaTeX,
CSV, JSON.
● Me ada a quali y & policy
○ Valida ions (SPDX license, da es, ORCID o ma , ROR ma ch).
○ Requi ed s op ional fields
37 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.

○ Quali y signals: README p esen , license p esen , CI badge, es co e age link,
con aine /En spec.
● So wa e quali y & eusabili y
○ So wa e hygiene
○ Dependency managemen
○ Con aine iza ion
● Cu a ion wo kflows
○ Queue wi h s a uses: p oposed → needs fix → unde e iew → app o ed →
published.
○ Field-le el locks a e app o al; change eques s; audi ail.
Bulk ac ions (app o e/assign cu a o / e i e).
● Sea ch, fil e s, and analy ics
○ Fil e s: depa men (ROR), language, license, las ac i i y, unding, p ojec , opic.
○ Sa ed iews; scheduled expo s.
○ Indica o s: ac i e/inac i e, missing me ada a, isky licenses, “no elease” flag.
○ Ins i u ional KPIs: g ow h, euse (downs eam deps), ci a ion co e age.
● Public “F on -Shop”
○ Theming (logo/colo s), ea u ed p ojec s, SEO (si emaps, schema.o g).
○ So publica ion ules (au o-publish i policy me ; o he wise hold o OSPO).
● Repo ing & expo s
○ One-click ins i u ional epo (PDF/CSV) + API.
○ Resea che /G oup expo s o CV/annual e iew (CSV, PDF, BibLaTeX).
○ Benchma k pack (agg ega e, anonymized) — op ional, op -in.
● Roles & pe missions
○ Roles: Viewe , Con ibu o , Cu a o , OSPO Manage , Admin.
○ Scopes by o g uni (depa men /lab); SSO (Keycloak/OIDC).
○ Consen flags o public display; PII minimiza ion.
● Ops & deploymen
○ SaaS & on-p em p ofiles; s aging/p oduc ion; backups & e en ion policies.
○ Obse abili y (me ics, logs, aces); a e limi ing; job e ies.
○ Accessibili y (WCAG 2.1), i18n o UI + mul ilingual me ada a.
8/ The oad ahead: a sus ainable se ice
model
The p ojec deli e s he OSPO-RADAR Dashboa d as i s p ima y ou come: a s anda ds-based
pla o m ha enables OSPOs o manage, a chi e, and showcase esea ch so wa e. The dashboa d
can se e as he ounda ion o a b oade sui e o ins i u ional p oduc s, designed o ampli y he
isibili y and s a egic use o esea ch so wa e in academia. A dedica ed Open Science helpdesk
will suppo he p oduc adop ion and e ec i e use o he dashboa d.
Once he dashboa d is in place, ano he po en ial eme ges wi h he combina ion o egula
ins i u ional epo ing. These epo , d awing on he dashboa d’s da a, he So wa e He i age
a chi e and he a massi e da a analysis o he a chi e, could ans o m aw in o ma ion in o
ac ionable insigh s. They enable ins i u ions o:
38 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
● T ack so wa e ou pu s ac oss depa men s and esea ch g oups;
● Assess compliance wi h Open Science policies and Open Sou ce guidelines;
● Iden i y flagship p ojec s, eme ging p ac ices, and sus ainabili y gaps;
● Demons a e ins i u ional con ibu ions o unde s and policymake s.
As Robe o Di Cosmo has o en emphasized, uni e si y OSPOs a e he local execu ion engines o
open-sou ce and open-science policy: hey si a he in e ace be ween esea che s and
ins i u ional unc ions ( ech ans e , legal, esea ch office, lib a ies/open science), ack na ional
and local policy e olu ion, and build a cohe en , ins i u ion-wide iew o so wa e p oduc ion. In
p ac ical e ms, hey coach and equip esea ch eams ac oss he ull li ecycle: A chi e & Re e ence
(deposi in So wa e He i age and, whe e ele an , HAL; assign s able SWHIDs), Desc ibe & Ci e
(main ain codeme a.json; gene a e publishe - eady so wa e ci a ions linked o esea ch ou pu s
and e alua ion), Compliance & License (de aul -open decision flow, compa ibili y checks, and legal
suppo ), and De elopmen & Dissemina ion (good o ge hygiene, CI/ es ing, packaging,
onboa ding, and communi y p ac ices) (Di Cosmo a UGA).
OSPO-RADAR is designed as he ope a ional ga eway o hese asks, gi ing OSPOs he wo kflows,
me ada a, and dashboa ds needed o make policy ac ionable a scale.
The pilo epo on F ench academic ins i u ions p ese ed in So wa e He i age (Di Cosmo, July
2025) demons a es he easibili y o such a p oduc . Using he ins i u ional analysis pipeline,
So wa e He i age was able o p o ide:
● Key numbe s (p ojec s, con ibu ions, ac i e de elope s, ac i i y imespan);
● Dis ibu ions and ends (las ac i i y, fi s con ibu ions, p ojec li e imes);
● Top eposi o ies by con ibu ions, s a s, and longe i y;
● P og amming languages and domains;
● Ci a ion p ac ices (CodeMe a and CITATION.c adop ion).
The OSPO-RADAR dashboa d, complemen ed by ins i u ional epo s, es ablishes a p oduc
ecosys em ha ex ends beyond he p ojec ’s wo-yea imeline. Repo s can be o e ed as:
● Membe ship benefi s o OSPO-RADAR ins i u ional pa ne s;
● Se ices in eg a ed in o na ional in as uc u es (e.g., HAL, EOSC);
● Benchma ks o in e na ional collabo a ions (SciCodes, ReSA, RDA).
Fo OSPOs, ins i u ional-le el epo s ep esen a mo e han s a ic analyses: hey unc ion as
s a egic ools ha allow ins i u ions o moni o so wa e p oduc ion ac oss depa men s and labs,
iden i y flagship p ojec s and eme ging communi ies, benchma k p ac ices such as me ada a
adop ion and p ojec sus ainabili y, demons a e impac o unde s and policy bodies, and suppo
compliance wi h Open Science manda es, including a chi ing and ci a ion eadiness. By packaging
he dashboa d’s da a in o expo able epo s, OSPO-RADAR ex ends i s ole beyond day- o-day
managemen , p o iding OSPOs wi h a means o communica e e ec i ely wi h leade ship, unde s,
and ex e nal s akeholde s.
In his way, OSPO-RADAR mo es om a one-o p ojec deli e able o a sus ainable se ice model,
posi ioning So wa e He i age as bo h an a chi al esou ce and a p o ide o ins i u ional
in elligence o esea ch so wa e and beyond.
39 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
Re e ences
Desc ip ion/Link
h ps://www.zo e o.o g/g oups/5682994/ ai co eeosc_d./lib a y
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h ps://doi.o g/10.1109/MCSE.2019.2949413
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h ps://zenodo.o g/ eco ds/10376006
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h ps://doi.o g/10.24343/C34W2H
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h ps://doi.o g/10.7717/pee j-cs.1546
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Assessmen . DORA. h ps://s do a.o g/ ead/
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So wa e He i age looking glass. Access o esea ch so wa e: Oppo uni ies and challenges,
OECD. Zenodo. h ps://zenodo.o g/doi/10.5281/zenodo.17075792
Di Cosmo, R., G uenpe e , M., & Zacchi oli, S. (2018). Iden ifie s o Digi al Objec s: The Case
o So wa e Sou ce Code P ese a ion. 1–9. h ps://doi.o g/10.17605/OSF.IO/KDE56
Di Cosmo, R. (2023, Ma ch). SWHID specifica ion kicko mee ing. SWHID kick-o mee ing,
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h ps:// dg-seminai e5.sciencescon .o g/p og am/de ails
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Boa d. (2022). S a egic Resea ch and Inno a ion Agenda (SRIA) o he Eu opean Open
Science Cloud (EOSC). Publica ions Office o he Eu opean Union.
h ps://da a.eu opa.eu/doi/10.2777/935288
Eglen, S., & Nüs , D. (2019). CODECHECK: An open-science ini ia i e o acili a e sha ing o
compu e p og ams and esul s p esen ed in scien ific publica ions. Sep en io Con e ence
Se ies, 1. h ps://doi.o g/10.7557/5.4910
EOSC Execu i e Boa d & EOSC Sec e a ia . (2020). Schola ly in as uc u es o esea ch
so wa e. Repo om he EOSC Execu i e Boa d Wo king G oup (WG) A chi ec u e Task
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h ps://da a.eu opa.eu/doi/10.2777/28598
Ga ijo, D., A oyo, M., Gonzalez, E., T eude, C., & Ta occo, N. (2024). Bidi ec ional
Pape -Reposi o y T acing in So wa e Enginee ing. P oceedings o he 21s In e na ional
Con e ence on Mining So wa e Reposi o ies, 642–646.
h ps://doi.o g/10.1145/3643991.3644876
G ange , S., G uenpe e , M., Mon eil, A., Ni aul , E., & Sadowska, J. (2022, Oc obe 26).
Modé e un dépô logiciel dans HAL: Dépô sou ce e dépô SWHID. In ia ; CCSD ; So wa e
He i age. h ps://in ia.hal.science/hal-01876705
G uenpe e , M., Sadowska, J., Ni aul , E., & Mon eil, A. (2022). C ea e so wa e deposi in HAL.
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41 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
Ac o - Who?
Ac ion - Wha ?
Reason - Why?
Scena io
me ada a
S akeholde ha
does he ac ion
Ac ion needed
The goal o he
ac ion, why do his
ac o needs his
ac ion
As a [ac o ] I can
[ac ion] so ha
[ eason]
de elopmen S a u
s
De elope s
Desc ip ion o
de elopmen
s a us, e.g. Ac i e,
inac i e,
suspended. See
epos a us.o g
In o m he public i
a so wa e is li e o
ou da ed.
Impo an
in o ma ion o
decide, i I - as a
esea che - wan
o use o build on
his so wa e o
my esea ch
As a use , I wan o
know, i I can use
his so wa e o
my esea ch.
As a de elope , I
wan o know, i
anyone is ac i ely
main aining his
so wa e
emba goDa e
Au ho s when
publishing so wa e
ia any so o
eposi o y?
Da e when he
emba go is o e
Some so wa e
migh be es ic ed
o a pe iod o ime.
The use s need o
know when his
pe iod o es ic ion
has ended.
Ope a ingSys em
Use /se ice
Reins all / euse
The ope a ing
sys em should be
desc ibed so he
use o se ice can
ins all o un he
ool
An IT use wan ing
o compa e
pe o mances o
gi en OS’s used in
he
implemen a ion o
some kind o
so wa e
So wa eRequi em
en s
use /o he
so wa e/depende
ncies
Ins all be o e euse,
O combine wi h
o he ools
To ensu e all he
p e- equisi es o
he so wa e a e
a ailable be o e
e-use
To in o m abou
dependencies o
he Resou ce
A use wan ing o
be su e ha he
so wa e is no
using a
dependency which
ha can no use in
his own
en i onmen
(incompa ibili ies)
48 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.

Appendix D: Re iew g id o he RSAC componen s specifica ions
Table 5: Re iewing g id explana ion
Sec ion
Subsec ion
Sugges ed usage
The ques ion o answe
O e iew
Tex om p oposal
Objec i es
A chi e
A chi e
Re e ence
Re e ence
Desc ibe
Desc ibe
Ci e
Ci e
Ou o Scope
Iden i y elemen s in he
p oposal ha a e ou o
scope o his pa icula
subcomponen
And iden i y o he limi a ions
due o esou ces o
easibili y
Wha a e he limi a ions o he
subcomponen in achie ing he 4
pilla objec i es- a chi e, e e ence,
desc ibe and ci e?
Requi emen s
Use s o ies
As a __ I can ___ so ha ___
Wha is he use ’s s o y? Why does
his use wan o achie e a
pa icula goal?
Use
equi emen s
Iden i ying he needs, goals,
and asks di ec ly om he
SIRS epo
Wha is he use ’s need o achie e
he goal and ha e a happy ending?
Func ional
equi emen s
Iden ifica ion o applica ion
equi emen s, se e ,
da abase, e c..
Wha does he sys em /
in as uc u e can p o ide as new o
imp o ed unc ionali ies o ob ain
he happy ending?
Non- unc ional
equi emen s
Wha does he sys em /
in as uc u e can p o ide as non
echnical addi ions o ob ain he
happy ending?
Specifica ions
A chi ec u al
design
Sequence diag am
Wha componen s a e ela ed and
wha is he wo kflow o ob ain he
objec i es?
Func ional
specifica ions
A b eakdown o he
implemen a ion unc ion:
capabili ies, appea ance, and
in e ac ions wi h use s in
de ail o so wa e
de elope s
(equi alen o a issue / icke
/ ask ha can be esol ed
wi h one PR / di )
Wha will he subcomponen eam
implemen as pa o he
in as uc u e
ea u es/ unc ionali ies o answe
he iden ified equi emen s?
49 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.
Se ice
specifica ions
How do I es ha he se ice is
wo king p ope ly?
Ope a ional
specifica ions
In eg a ion wi h
EOSC Co e
componen s
Lis he FC4E CC wi h links
o each specs and iden i y
he poin s o in eg a ion /
in e ope abili y
How does his subcomponen
in e ac wi h each one o he FC4E
Co e Componen s?
Ex e nal
e e ences
implemen a ion
in as uc u e
Rele an documen a ion on
in as uc u e websi e
Whe e can I ge mo e in o ma ion
abou he implemen a ion’s cu en
s a e?
So wa e
He i age
Rele an documen a ion on
SWH
Whe e can I ge mo e in o ma ion
abou he SWH a chi e's cu en
s a e?
50 | OSPO-RADAR has ecei ed unding om he Sloan Founda ion unde G an Ag eemen no. 2025-25188.