Localised Guides

From Share-PSI EC Project
Jump to: navigation, search

This page aggregates different published PSI / Open Data guides' table of contents organized by country.

International Open Data Guides

Implementation guidelines for the DCAT Application profile for data portals in Europe

Joinup: DCAT application profile implementation guidelines

Language(s): English

Elements included:

Open Knowledge Foundation

Open Knowledge Open Data Handbook

Language(s): English

Elements included:

  • What is Open Data
  • Choose Datasets
  • Apply an Open License (Legal Openness)
  • Make Data Available (Technical Openness)
  • Make Data Discooverable
  • Tell the world
  • Getting folks in a room: Unconferences, Meetups and Barcamps
  • Making things! Hackdays, prizes and prototypes


Methodology for publishing datasets as open data, Documentation of Practices, Methodology Master Spreadsheet

Language(s): English

Elements included:

  • Building blocks:
    • Phases
    • Cross-cutting activities
    • Artefacts
    • Roles and
    • Practices
  • Phases of the open data publication process:
    • (P01) Development of open data publication plan
    • (P02) Preparation of publication
    • (P03) Realization of publication
    • (P04) Archiving
  • Practices:
    • Analysis of data sources
    • Identification of datasets for opening up
    • Determination of target level of openness
    • Effort estimation
    • Definition of the open data publication plan
    • Data sources access configuration
    • Definition of the catalogue record schema and the target data catalogues
    • Description of the datasets
    • Selection and implementation of the software tools
    • Definition of the approach to the dataset publication
    • Design and implementation of the ETL procedures
    • Testing of the ETL procedures
    • Licensing
    • Initial publication of the dataset
    • Data cataloguing
    • Dataset maintenance
    • Termination of the dataset maintenance
    • Termination of the dataset publication
    • Data quality requirements analysis
    • Quality Assessment
    • Quality improvement
    • Identification of the potential user groups
    • Definition of the communication strategy
    • Engaging users during development of the OD publication plan
    • Setting up the communication channels defined in the communication strategy
    • Preparation of the communication campaign
    • Informing about progress
    • Informing about open data
    • Analysis of the user feedback
    • Informing about the termination of maintenance or publication of a dataset
    • Identification and analysis of the potential risks
    • Definition of the risk mitigation plan
    • Update of the risk register with the information acquired during the preparation of the datasets
    • Realization of the risk mitigation actions relevant to the preparation of the datasets
    • Risk management (Realization of publication phase)
    • Responding to events (Realization of publication phase)
    • Reporting about the state of the open data related risks (Realization of publication phase)
    • Risk management (Archiving phase)
    • Responding to events (Archiving phase)
    • Reporting about the state of the open data related risks (Archiving phase)
    • Identification and analysis of the potential benefits
    • Definition of the benefits management plan
    • Update of the benefits management plan according to the information acquired during the preparation of the datasets
    • Benefits monitoring and management (Realization of publication phase)
    • Reporting about the open data related benefits (Realization of publication phase)
    • Benefits monitoring and management (Archiving phase)
    • Reporting about the open data related benefits (Archiving phase)

Localized PSI / Open Data Guides


Language(s): German, partially English

Framework for Open Government Data Platforms (DE)

  • Basic information about Open Government Data
  • Open Government Data Principles
  • Uniform name for administrative management
  • Technical requirements - Open Government Data Formats & Metadata
  • Organizational Requirement - OGD monitoring
  • Legal Requirement – Licensing and Terms of Use

OGD Assessment, Implementation and Monitoring Framework (DE)

  • Open Government Strategy
  • Open Government Implementation Model
    • Stage 1 – Increasing Data Transparency
    • Stage 2 – Improving open participation
    • Stage 3 – Enhancing Open Collaboration
    • Stage 4 – Realising ubiquitous engagement
    • OGD Implementation Model - Overall View

Metadata Description for Open Data (DE)

  • Basics Of The Metadata Structure
  • Overview Ogd Metadata Fields
  • Metadata Core
  • Additional Optional Metadata Attributes
  • Vocabulary For The Metadata Structure
  • Ogd-Formats
  • Ogd Interfaces
  • Categories
  • Update Frequency
  • Rdf Namespace Prefixes And Their Complete Uris
  • Relation To Dcat-Ap

Dealing with non-OG data (DE)

Paper discussing Documents vs. Data (DE)

Quality on Open Government Data portals (work in progress)

Importance of Open Transport Data (OTD) (DE)

Classification of PSI (DE)

Technical Implementation of PSI (DE)

Belgium / Flanders

Open Data Knowledge Platform Open Data Handbook File:Open Data Handbook 12022015 EN.pdf

Language(s): Dutch

1. General
-1.1 What is Open Data
-1.2 Why an Open Data manual
-1.3 Policies and regulations
-1.4 The Flemish Open Data Forum and the Flemish Open Data Platform
2 Select your dataset
-2.1 General guidelines
-2.2 Legal review
-2.3 Criteria and priorities
3 Choose a model license
-3.1 Prior decision on fees
-3.2 Preliminary decision on possible categories
-3.3 Choice of a license model
4 Open up your data source
-4.1 Use of ETL techniques
-4.2 Scenarios for unlocking data source
-4.3 Disclosure of geographic and location-based information in Flanders
-4.4 How do you start Open Data within your projects?
5 Structure your data set (s) and choose an open format or API
-5.1 Minimum Requirements
-5.2 Standards, open formats and APIs
-5.3 Linked Open Data
-5.4 Maturity Model for Open Data
6 Publish your dataset (s)
-6.1 Preliminary technical assessment
-6.2 Via own website (data dump or API) or upload to CKAN
7 Document your dataset(s)
-7.1 'Open Data' contact
-7.2 Contact information and feedback
-7.3 Terms of Use
-7.4 Fees
-7.5 Guarantees relating to the availability
-7.6 Context
-7.7 Website Language
8 Make your dataset(s) findable
-8.1 Metadata
-8.2 Adding metadata in CKAN
9 Open Data Evaluation

Appendix 1: Master Data Management
Appendix 2: Adding metadata over the CKAN API
Appendix 3: Mapping metadata DCAT-CKAN
Appendix 4: Summary recommendations glossary

URI Strategy
1 Background
2 Task 1: assigning an HTTP identifier to individual entities
3 Task 2: assigning a label
4 Task 3: indicating the type
5 Task 4: describing the thing
-5.1 Recommended vocabularies
-5.2 Creating your own vocabulary (own classes and properties)
-5.3 Value vocabularies
6 Decision

Czech Republic

Standardy publikace a katalogizace otevřených dat veřejné správy ČR (Czech Standards for Publication and Cataloguing of Open Government Data)

Authorship: Ministry of the Interior of the Czech Republic

Language(s): Czech

Offers advice covering:

  • Basic information about Open (Government) Data
  • Overview of the 5-star scheme
  • Definitions of basic terms
  • Process for opening up data
    • Development of the open data publication plan
    • Publication of datasets
    • Setting up a local data catalogue and registering in the National Open Data Catalogue
  • Reference open data publication plans
  • Information about available tools
  • Information about offered courses
  • Contact details


Language(s): Croatian

Preporuke o prilagodbi skupova podataka za javnu objavu i ponovno korištenje

  • Basic information about Open Government Data
  • Open data strategy
  • Priorities for publication of open data
  • Organization of business processes for open data publication
  • Open data licensing
  • Quality of open data
  • Technical requirements - Open Government Data Formats & Metadata


Open Data Green Paper (EE)

Language(s): Estonian

Elements included:

1 Introduction
2 Basic definitions and scope of the contents of the Green Paper
3 Impact and benefits of open data
4 Open data technical basis and options
5 Privacy and personal data protection. Infringement of the privacy risks
6 The situation in the world
7 The situation in Estonia
8 Solutions
Appendix 1. Actionplan
Appendix 2. Definitions

Guide for creating and publishing open data

Language(s): Estonian

Elements included:

1. The scope
2. Basic Materials
3. The nature open data
4. Open data
4.1. Delimitation
4.2. Publication methods
4.3. Making data anonymous vs. synonymized
4.4. Making anonymous and identifiable data
4.5. The composition and variation of data
4.6. Versions of the datasets, timing, temporal continuity and periodicity of publication
4.7. Presentation format
4.8. Formatting of data elements
4.9. The location and visibility of data
4.10. Data identity
4.11. Structure of contents
4.12. Semantic comprehension
4.13. Publication retention period
4.14. Usage tracking
4.15. Continuous improvement


Gap Analysis of Share-PSI Best Practices and localised Guidelines in Germany

Open Government Data Deutschland (DE)

Open Government Data Deutschland (DE) Open Government Data Germany (EN, short version)

Language(s): German, short version in English

Elements included:

  • Foundations of open government data
    • Summary
    • Introduction
    • Understanding, Framework conditions, target groups of open government data
    • An open government platform for Germany
  • Legal dimension of open government data
    • Summary
    • Starting situation
    • Life cycle of public sector data
    • Usage rights and terms
  • Organisational dimension of open government data
    • Summary
    • Open government data as organisational challenge
    • Payment models
    • Governance
    • Operator model
  • Technical dimension of open government data
    • Summary
    • Introduction
    • Inventory of existing data sets of public institutions in Germany
    • Best practices and technical standards
    • A meta data schema for the OGPD prototype
  • Recommendations
  • Annex


Open Data Ireland: Best Practice Handbook (alt link)

Language(s): English

Elements included:

  • Data Audit
  • Datasets
  • Data Privacy
  • Licensing
  • Data Formats
  • Metadata
  • Data Standards
  • Unique Identifiers
  • Data Access
  • Data Discovery
  • Supporting Public Bodies
  • Engaging Data Users
  • Encouraging Economic Reuse
  • Evaluation

More detailed technical framework and strategy being defined.


National Guidelines for valorizing Public Sector Information

Language(s): Italian

Elements included:

  • Introduction
    • regulatory framework
    • relations between transparency and Open Data
    • Regulations of public sector bodies and local directives
    • definitions
  • Data and metadata models
    • data models
      • linked open data
    • metadata models
      • compulsory metadata
  • Operative model for open data production and management
    • Roles and responsibilities
    • Operative model
      • Line 1: native data
      • Line 2: mash-up data
      • Line 3: Linked Open Data
      • Line 4: Engagement
    • National and local level coordination
  • Technical standards and ontologies
    • basic standards
    • Open formats
      • formats for open data
      • formats for geospatial data
      • formats for documents
    • Ontologies and vocabularies
      • Ontologies and vocabularies for transversal data
      • Ontologies and vocabularies for vertical data
      • Ontologies and vocabularies for metadata
    • Reference datasets
      • transversal data
      • territorial and environmental data
      • healthcare data
  • Data provenance
    • PROV framework
    • Example of PROV usage
  • Data licenses
  • Data costs
    • releasing data
    • business models
  • Operative indications for publishing Open Data
    • Architectural elements for publications
    • Open Data solution for web portals
    • Requirements for publishing 4-5 star open data
    • retrieving and accessing data
    • elements for federating data
  • Operative indications for Open data in call for tenders


Open Data Handbook 1.0

Language(s): Hungarian

Elements included:

  • Why Open Data?
  • What is Open Data?
  • How to Open up Data?
  • So I've Opened Up Some Data, Now What?
  • Glossary
  • File formats


Open Data study (by PWC)

Language(s): Lithuanian

Elements included:

  • What is Open Data and why it matters?
  • Experience and legal environment in the EU and other foreign countries
  • Current legal situation in Lithuania
  • Vision of a national open data portal
  • Architecture, data models, formats
  • Integration with other EU data portals


Del og skap verdier - Veileder i tilgjengeliggjøring av offentlige data (by Difi)

Language(s): Norwegian

Elements included:

What is "open data"?
- Norwegian Licence for Open Data
- What data can I/can I not publish?
- Traffic-light (green = Open, yellow = shared internally, red = closed)
- Uncertainty
Why Open data
- For businesses
- Effectiveness and innvation in public sector
- Transparency and democratisation
Law, regulation and policy
- The Governments Program for Digital Government
- The Circular on Digitisation
- Guidelines
- Law and regulation "under construction"
How to Open data
- get an overview of your data
- select data for opening
- prepare for publishing
- publish
- registrer the dataset on data.norge.no
- Quality-assessment of public sector web-sites
What else can you do?
- Linked Open Data
- Summary


Guia de Dados Abertos (by AMA)

Language(s): Portuguese

Elements included:

What is "open data"?
- Open Government and public information
- Open data: a definition
- Open Data Benefits
- Privacy Issues
Open Data Potential
- Transparency and Citizenship
- Economic benefits
- Other types of use
How to open data
- Planning
- Choosing data
- User types
- Priority data
- Making data available
- Promotion
- Data Maintenance
- Public Open Data Examples
- Dados.gov: the Portuguese open data portal
Data reuse
- Open formats
- Data structure
- Metadata
- Open licensing
- Choosing a license
- Publishing a license


Open Data Publication Guide

Language(s): Romanian

  • Section 1: Context
  • Section 2: Legislation
  • Section 3: What is open data
  • Section 4: Guidelines for releasing open data
  • Section 5: data.gov.ro


Open Data Resource Pack

  • Section 1: Scotland's Open Data Strategy
  • Section 2: Existing Legislation
  • Section 3: What is open data and why should you bother?
  • Section 4: Overview of the Open Data Process
  • Section 5: Start with a plan
  • Section 6: Select your data
  • Section 7: Create a dataset
  • Section 8: Make your data available
  • Section 9: You've published, now what?
  • Section 10: Training and Resources
  • Annex A: Templates and Checklists
    • Selecting Data Checklists.doc
    • Open Data Publication Plan Temp.xlsx
    • Open Data Publication Plan Temp.doc
    • Creating a dataset checklist.doc
  • Annex B: Case Studies


Open Data Handbook

Language(s): Serbian

Elements included:

  • What is open data and why should you bother?
  • Chose your dataset(s)
  • Chose a model licence
  • Structure your dataset(s) and choose an open format or API
  • Publish your dataset(s)
  • Document your dataset(s)
  • Make your dataset(s) discoverable
  • Evaluate your Open Data practice


Guía de aplicación de la Norma Técnica de Interoperabilidad de Reutilización de Recursos de Información

Language: Spanish

Elements included

  • 0. Preliminary considerations
  • 1. Introduction
  • 2. Purpose and scope of NTI reuse of information resources
  • 3. Scope and Target
  • 4. Re-Use of public information
  • 5. Selection the reusable information
  • 6. Preparation and representation of reusable information
  • 7. Terms and conditions of use applicable
  • 8. Publication of documents and information resources
  • 9. Definitions and acronyms
  • 10. References
  • ANNEX I - Description of metadata template
  • ANNEX II - Project team responsible
  • ANNEX III - Group Share Best Practices PSI
  • ANNEX IV - Data on the Web Best Practices - W3C

Government Data Openness and Re-Use

Language(s): English, Catalan, Spanish

Elements included:

  • Evolution of the Public Authority Model
    • From Transparent Government to Efficient Government
  • Open Data / Open Public Sector Information
  • The Lifecycle of Open Data and Re-Use
    • What Type of Information Needs to Be Made Public?
    • Appropriate Disclosure Formats
    • Re-Use Conditions
    • Internal Actions
    • Development and Maintenance of the Open Data Portal
    • Re-Use Process
    • Monitoring and Adjustment
  • The Legal Framework in Force
    • European PSI Re-Use Directive
    • Act and Royal Decree on PSI Re-Use in Spain
    • Spanish Transparency, Access to Information and Good Governance Act
    • National Interoperability Model and NTIs on PSI Re-Use
  • Types of Open Data Initiatives
    • Tim Berners-Lee’s 5-Stars Rating
  • Open Data and Re-Use Promotion Initiatives
    • European-Level Initiatives
    • Initiatives within Spain
    • Promoting Re-Use
  • Towards Smart Governance

Open Data Canarias Best Practices (PDF)

Open Data Canarias Best Practices (HMTL)

Language(s): Spanish

Elements included:

  • Why release open data?
  • How to publish open data?
  • Identifying datasets for publication.
  • Reviewing data for completeness and accuracy.
  • Carrying out an internal data review.
  • Adding metadata.
  • Adding a license or terms of use.
  • Publishing data.
  • Encouraging reuse.
  • Case studies.
  • Appendix I: Links of interest.
  • Appendix II: About this guide.


Guiding principles for institutions in the digital cultural heritage sector

Language(s): Swedish

Elements included:

  • P12: Encourage crowdsourcing/collaboration around data

Vidareutnyttjande.se (Re-use of public sector data)

Language(s): Swedish

Elements included:

  • Section 1: Legal foundation for PSI and legal recommendations
    • Publishing on the web as the first alternative.
    • Deliver by request secondly.
  • Section 2: Create and publish open data
    • Publish the name of a person responsible for open data at the agency
    • Publish information about the datasets ((reference to minimal set of metadata)
    • Market open data to make it known
    • Find out what data your agency maintains
    • Create an action plan
    • Use persistent URI:s
    • Estimate costs and benefits for open data
    • Consider open data in public procurement
    • Publish it on the web (5-starish model)
      • Publish in the existing format
      • Publish as structured data
      • Publish in an open standard/specification
      • Make it accessible over an API
      • Publish it as linked data


Finnish Open Data Guide

Language(s): Finnish

Elements included:

  • Phase 1: Chart and sort out available data
    • 1.1. Objectives
    • 1.2. Tools
    • 1.3. Responsibilities, restrictions and obligations
    • 1.4. Charting datasets and data systems
    • 1.5. Categorizing openness of data
    • 1.6. Dividing and grouping data
    • 1.7. Publishing the overview of data resources
    • 1.8. Results and persons in charge
  • Phase 2: Assess and choose your data
    • 2.1. Objectives
    • 2.2. Tools
    • 2.3. Motivations to open data and strategic goals
    • 2.4. User needs and demand for data
    • 2.5. Risks
    • 2.6. Data to open, impacts of the process and required resources
    • 2.7. Results and persons in charge
  • Phase 3: Prepare and publish the data
    • 3.1. Objectives
    • 3.2. Tools
    • 3.3. Licenses and rights to use
    • 3.4. Technical choices
    • 3.5. Maintenance and feedback
    • 3.6. Polishing the data and its quality
    • 3.7. Results and persons in charge
  • Phase 4: Follow and develop the process
    • 4.1. Objectives
    • 4.2. Tools
    • 4.3. Feedback channels and user support
    • 4.4. Following the use and controlling misuse
    • 4.5. How to improve quality of data
    • 4.6. How to develop the process
    • 4.7. Results and persons in charge

Helsinki Region Infoshare

Language(s): Finnish, partially English and Swedish

Elements included:

  • How to open data
    • Checklist for data opener
    • Training material
    • Why would you open data?
    • How do you get started?
    • Criteria for the datasets
    • Inform HRI about your data
  • How to use data
    • How to find data
    • Instructions for advanced user
    • HRI metadata
    • Open data pipeline
    • Dataset wishlist
    • Training material
  • What is open data
  • Applications gallery
  • Developer engagement
  • Recent Updates


PSI Policy, Main Framework: Law 4305/2014 integrating the 2013/37/EU Directive on the re-use of public sector information

Language(s): Greek

Elements included:

  • the “open by default” principle is the fundamental principle of open data policy.
  • Uniform process established: each public entity shall issue a decision on the classification of the recorded datasets, according to the process provided by the law, so as to be able to proceed on the second stage (uploading datasets to the web platform www.data.gov.gr) through a uniform process.
  • the Inspector General of the Greek Public Administration is set as the “impartial review body’’ that judges under law and in essence the decision of the public sector body according to which a request for data was rejected.
  • Open and readable formats
  • Strong urge for the use, only when absolutely necessary, of online, open licences, with the minimum restrictions possible.
  • Extension of the scope of the previous regulations (inclusion of libraries, museums and archives)
  • Until October 2014, the web platform www.data.gov.gr has been developed, with the objective to serve as the main repository of the data of the Greek public administration, providing access to the respective datasets of public entities
  • Annual contest on the use of open public data by natural and legal persons - Excellence awards for public entities which have implemented effective and innovative procedures on open data and re-use policy

PSI policy implemementation Guidelines: A. Institutional Framework: Guidelines on the implementation of open data policy and l. 4305/2014

Language(s): Greek

Elements included:

  • Compulsory uploading of data (within deadline) by the public sector bodies on the national portal data.gov.gr - Open by default (p. 2 )
  • Adoption of open format and standards for uploaded datasets on the national portal data.gov.gr (p. 3-4 and ANNEX A, p. 19)
  • Adoption of open data licenses (indicatively Creative commons) by the public sector bodies (p. 13-14 and ANNEX C, p. 23-25)
  • Categorization of PSI: a) open data by default, b) open data upon request, c) data disposed under terms and conditions, d) data exempted in terms of L. 4305/2014, art. 3 (according to art. 1, par. 1 Directive 2013/37/EU)
  • Protection of personal data: weighting of constitutional rights/anonymization of personal data in order to provide the relative documents (p. 7-9)
  • Legal means for the protection against rejection/administrative appeal/court appeal/appeal in front of the Inspector General of Public Administration (p. 12)
  • Transparent fees and charges/terms and conditions (p. 14-15)
  • Annual open-data hackathon/public sector bodies excellence awards on best practices in collecting and providing PSI for re-use (p. 16-17)

PSI policy implemementation Guidelines: B. Operational level: User Guide on uploading data on the main repository data.gov.gr

Language(s): Greek

Elements included:

  • Logging into the system
  • Account Management
  • Uploading/managing datasets

2015 Annual report on the open data policy implementation, submitted by the Minister of Interior and Administrative Reconstruction to the Greek Parliament

Language(s): Greek

Elements included: For the effective and succesful implementation of the open data policy, the Ministry of Interior and Administrative Reconstruction adopted a series of actions to diffuse the policy and spread the obligations deriving from the legal framework. The Report presents quantitative and qualitative information on the implememnation of the open data policy in 2015 and provides recommendations on specific action areas:

  • Motivation of public Sector Entities of major importance
  • Motivation of civil society
  • Further re-use of data
  • Evaluation of economic policy