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Documentation Index

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Deliverables are the tangible knowledge products that your cluster produces: journal articles, datasets, policy briefs, tools, training materials, and other research outputs. MARLO tracks each deliverable from its initial registration in the planning phase through actual production, dissemination, and QA validation. All deliverables are subject to Open Access and FAIR compliance requirements — MARLO enforces these during data entry so issues surface before the reporting deadline, not after.

What a deliverable contains

Each deliverable record captures both planning intent and actual evidence:
FieldDescription
TitleShort, descriptive name of the knowledge product
TypeCategory of output (e.g., journal article, dataset, tool, training material)
Expected yearThe year in which delivery is planned or occurred
Dissemination channelHow and where the output is shared (e.g., CGSpace, institutional repository, conference)
DOIDigital Object Identifier, required for Open Access compliance
LicenseOpen license assigned (e.g., CC BY 4.0)
Repository handle / URLCGSpace link or external repository URL
FAIR indicatorsFindable, Accessible, Interoperable, Reusable — each assessed separately
Cross-cutting markersGender, youth, climate change, nutrition (scored 0–2)
Linked outcomesOutcome and impact pathway elements this deliverable contributes to

Deliverable lifecycle

Deliverables move through four states across the annual cycle: PlannedIn progressCompleteQA validated
  • In the POWB phase you register the deliverable with a type, expected year, and description.
  • During UpKeep you update progress status and any emerging dissemination details.
  • In the Annual Report phase you upload the artifact, add the DOI or CGSpace link, and confirm the Open Access license.
  • After submission, QA reviewers validate the metadata and compliance evidence.
MARLO’s program-wide Open Access compliance target is ≥ 95% of validated deliverables per year. This threshold is tracked in the BI dashboard and reviewed by PMU and QA teams at the close of each Annual Report phase.

FAIR compliance tracking

MARLO supports the FAIR principles as a structured compliance layer on each deliverable:
  • Findable — The output has a persistent identifier (DOI or handle) and is indexed in a discoverable repository.
  • Accessible — The output is retrievable via an open or controlled-access protocol (e.g., CGSpace landing page).
  • Interoperable — Metadata uses standard vocabularies and formats (Dublin Core, AGRIS, etc.).
  • Reusable — The output has a clear open license and sufficient provenance metadata.
Each dimension can be marked compliant or flagged as an issue during QA review.

Register a deliverable in the planning phase

1

Open your cluster's deliverables section

Navigate to Projects → select your cluster → Deliverables in the left submenu. The active phase chip at the top of the page confirms you are working in the POWB phase.
2

Add a new deliverable

Click Add deliverable. A new expandable block appears in the deliverable list.
3

Fill in core metadata

Enter the title, select the deliverable type, set the expected year, and choose a dissemination channel. These fields are required to save.
4

Link to outcomes

In the Outcome contributions section, select the project outcome and impact pathway element that this deliverable supports. This linkage is required for completeness scoring.
5

Set cross-cutting markers

Score the deliverable’s relevance to gender, youth, climate change, and nutrition (0 = not targeted, 1 = significant, 2 = principal). If none apply, select Not applicable.
6

Save

Click Save. MARLO replicates the new deliverable record forward to the UpKeep and Annual Report phases automatically. You do not need to re-enter it.

Update a deliverable in the reporting phase

When the Annual Report phase opens, return to the deliverable to add evidence:
1

Open the deliverable in the AR phase

Switch the phase chip to AR [year], then open Projects → your cluster → Deliverables. Find the deliverable in the list and expand it.
2

Confirm or update status

Set the deliverable status to Complete if it was produced, or update it to Cancelled or Continues next phase as appropriate.
3

Add Open Access evidence

Enter the DOI and the CGSpace handle or URL. Select the open license (e.g., CC BY 4.0). These fields are required for Open Access compliance.
4

Upload supporting files (if applicable)

For outputs not yet deposited in a repository, you can attach the file directly. CGSpace deposit remains the preferred dissemination path for permanent open-access archiving.
5

Complete FAIR fields

Mark each FAIR dimension as compliant or note the issue. The platform calculates a per-deliverable FAIR score visible on the BI dashboard.
6

Save and submit

Click Save. Once all cluster deliverables are complete, the cluster leader submits the section for QA review.
The following fields are required before a deliverable can receive a QA validated status:
  • DOI or CGSpace handle
  • Open license selection
  • Dissemination channel
  • At least one linked outcome
  • Cross-cutting marker scores
Deliverables missing any of these fields will be flagged by the QA reviewer and returned for revision.

Open Access compliance in QA

During the QA phase, reviewers check:
  1. That the DOI resolves and matches the title on record.
  2. That the license is an approved open license (CC BY 4.0 is preferred).
  3. That the CGSpace deposit is complete and publicly accessible.
  4. That FAIR metadata fields are populated correctly.
Reviewers can attach field-level comments pointing to specific issues. The deliverable status moves to QA validated only when all feedback is resolved and the reviewer marks it complete.
Depositing to CGSpace early — before the AR deadline — significantly reduces the back-and-forth during QA, because the DOI and metadata are already available for reviewers to verify.

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