Required and Optional Metadata for AN 241.1 via Harvesting

Required Metadata
Records with missing required metadata will not be accepted.

Required Metadata Standardized XML Tag Names for Output File Business Rules/Required Values, etc.
Access Limitation System defaults to UNL Information must be unclassified unlimited for harvested products.
Site Accession Number <accession_no> Unique site-assigned number that OSTI uses to recognize previously harvested records that are being updated.
STI Product Type <product_type> Product type value must be a code:
AR – S&T Accomplishment Report
B – Book/monograph/factsheet
CO – Conference/Event Paper, Presentation, Proceedings
FS - Factsheet
JA - Journal Article
PA - Patent
PD - Program Documents
TD - Thesis/Dissertation
TR - Technical Report or Workshop Report
STI Product Title <title> Required for all STI products
Author/Creator/PI <author> Format is last name, first name, middle initial. Separate multiple authors with a semicolon and a space. If an author’s affiliation is submitted also, it should always be in parentheses.
Report/Product Number(s) <report_nos> Value may be “None” if necessary. Separate multiple values with a semicolon and a space.
DOE Contract Number(s) <doe_contract_nos> Separate multiple values with a semicolon and a space.
Originating Research Organization <research_org> Values/codes in OSTI’s Originating Research Organization Authority are used. Sites should use customized tags when submitting metadata from a DOE User Facility, and OSTI will concatenate that information into the Originating Research Organization field in the output databases.
Sponsoring Organization (DOE Program Office and Sub-Program Office) <sponsor_org> Values/codes in OSTI’s Sponsoring Organization Authority are used. DOE Order 241.1B requires that both the DOE Program Office and Sub-Program Office be included.  Other non-DOE sponsors of the research may be included in this field also.  Separate multiple sponsors with a semi-colon and a space.
Country of Publication <country_publication_code> Values/codes in OSTI’s Country of Publication Authority are used. OSTI can default this value into your record if the value will always be US.
Language <language> Values/codes in OSTI’s Language Authority are used. OSTI can default this value into your record if the value will always be English.
Publication Date <publication_date> See Publication Date* [1] note below for allowed formats.
Releasing Official’s Name <released_by> This is administrative information only and remains in E-Link.  It will not display in the output databases.
Releasing Official’s Contact Information <released_by_phone> <released_by_email This is administrative information only and remains in E-Link.  It will not display in the output databases.
Released Date <released_date> This date may be included in any format. It does not flow to the output databases and is not searchable.
Conference Information <conference_information> This is required for all CO products.  Include name of conference or lecture series or colloquia, etc., then location (city/state or country), then the date range during which the event took place.
Journal Information <journal_type>
<journal_name>
<journal_volume>
<journal_issue>
The <journal_type> field currently allows three values:  AN for Announcement Notice Only, FT for an early version of the author's manuscript, and AM for the author's accepted, peer-reviewed manuscript.  AM is the value now required by DOE's implementation of Open Access to Scholarly Publications, but during the transition period all three values will be accepted.
Note that the name, volume, and issue tags need a value in order for OSTI to obtain a DOI from CrossRef.
Publisher Information <publisher_information> This is required when product type is B or when product type CO is for published proceedings.
Site URL <site_url> Required when product type is AR, TD, TR, PD, and FS. It is also used when CO videos are posted on a non-OSTI website.
Medium <medium> Required when a CO product is audiovisual material. The value is AV.

* Publication Date values/formats allowed are:

  • mm/dd/yyyy (This format is required for TR and TD products)
  • yyyy
  • yyyy followed by either month, season, or quarter text as follows:

(a) yyyy and month fully spelled out (2000 April)
(b) yyyy and season fully spelled out (2000 Spring)
(c) yyyy and Quarter [2000 1st Quarter (CY) or (FY)]

Optional Metadata

Metadata XML Tags for Output File Business Rules/Values, etc.
Authors’ email addresses <author_emails> Separate multiple authors with a semicolon and a space.
Authors’ Affiliations   Sites may choose tags for a separate field. Always place parentheses around the affiliations to set them apart from names; the parens with all affiliations in them will be placed at the end of the author field in the output databases. Affiliations should be listed in the same order as the authors to enable correct correlation.
Availability <availability> This is an organization or location to which requests can be referred (if applicable). For example, a URL with additional help or contact information about a document could be placed in this field.
Description <abstract> Use of this optional field is highly encouraged!
Digital Object Identifier <doi> Use if the submitting site wishes to provide the publisher's assigned DOI.  If not, OSTI submits journal article metadata to CrossRef to obtain a valid, publisher’s DOI and inserts it in JA records.
Keywords <keywords> A keyword may be one word or it may be an entire phrase.  Separate multiple values with a semicolon and a space.
Journal Serial Number <journal_serial_id>  
Document’s Related Information <related_doc_info>  
Other Identifying IDs <other_identifying_nos> Separate multiple values with a semicolon and a space.
Product Size <product_size> Free text values may indicate number of files in a dataset, number of pages in a report, megabyte size, etc.
Subject Categories <subject_codes> Values/codes in OSTI’s Subject Category Authority must be used. Separate multiple values with a semicolon and a space. List most relevant first.