cerif for uk research information systems 20090608

©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 1

CERIF for Research Information Information Management

Keith G Jeffery

President, euroCRIS

keith.g.jeffery@.rl.ac.uk

www.eurocris.org

Agenda

• Introduction – speaker• CRIS Purpose & Stakeholders• CERIF-CRIS development history• Where are we now • CERIF-CRIS at the centre of the Organisation• Nirvana (the ideal CRIS environment)• Synthesis• Role of euroCRIS

CCLRC-RAL Site

Agenda

“a Current Research Information System, commonly known as "CRIS", is any information tool dedicated to provide access to and disseminate research information” (www.eurocris.org)

– A CRIS consists of• a datamodel describing objects of interest to R&D • a tool or set of tools to manage the data

Purpose CRIS

• To assist users in their recording, reporting and decision-making concerning the research process

• whether developing programmes, allocating funding, assessing projects, executing projects, generating results, assessing results or transferring technology

• a tool for policy making making

• evaluation of research based on outputs

• document the research activities

• document research output output

• a formal log ofresearch in progress

• to assist project planning. planning.

Purpose at institution level

Purpose for Individual end users users

• to evaluate opportunities for research research funding

• avoid duplication of research activity activity

• analyse research trends, locally, regionally and internationally

• references/links to full text• locate new contacts/networks • identify new markets for products of

products of research

The Users

• Research and Development Information– For the political decision-makers– For the funding organisations– For the entrepreneurs– For the researchers– For the innovators– For the media– For the general public

Outputs

Researcher CV

Research Bibliography

Research Bibliography Commercial

output report

Management information

Reports to Funder

Equipment use

Agenda

CRIS Requirements 1990s

• cover projects , persons, organisations – and results: products, patents, publications– and facilities, equipment, events, services

• entities, not more attributes• lengths & types & language, character set• repeating groups (logical)• flexibility - relationships (conceptual)• better data quality • consistent coding (semantic)• record history (date/time)

Project

Person / CV

Institution

Equipment

Journal/article

PatentResearch

Publisher

PROJECTORGUNIT

Skills

GeneralFacility

ParticularEquipment

ContactResults

PublicationResultsPatentResultsProduct

Service

FundingProgramme

Classification Prize/Award

PERSON

PROJECT

ORGUNITPERSON

Result_Publication

RESULT_PUBLICATION

Concepts:(1) temporally-bound role linking relations(2) >1 linking relation : Result_Publication and other entities(3) PERSON role may be author, co-author, editor, reviewer….(4) ORGUNIT role may be publisher, IPR or copyright owner..(5) PROJECT role may be the source of the idea

RESULT_PUBLICATION

PROJECT

ORGUNITPERSON

Result_Publication

Can Express:Person A (DT1 - DT2) (is author of) Publication XOrgunit O (DT1 - DT2) (is owner of IPR in) Publication XPerson A (DT1 - DT2) (is employee of ) Orgunit OPerson A (DT1 - DT2) (is project leader of) Project PPerson A (DT1-DT2) (is member of) Orgunit MPerson A (DT1-DT2) (is member of) Orgunit NOrgunit M (DT1-DT2) (is part of) Orgunit OOrgunit N (DT1-DT2) (is part of) Orgunit O

Result_Publication Instance Diagram

Person A

Publication X

OrgUnit O

OrgUnit M

OrgUnit N

Project P

member

employee

Part of

owns IPRauthor

Project leader

CERIF A Template

• CRIS can be implemented using subset or superset of full CERIF model:– for projects– for people– for organisations– for publications, patents , products– for services– for facilities, particular equipment

• with role-based, temporally-bound relationships

CERIF The Advantages

• Neutral Architecture• Data Model can be implemented:

– relational – object-oriented – information retrieval (including WWW)

• Process model can be implemented– DBMS and query; centralised or distributed; – html web / harvesting / IR-query;– advanced knowledge-based technology

• But interoperation requires structured schema

CERIF The use today

• As a model for an implemented standalone CRIS – But interoperation ready

• As a model to define the wrapper around a legacy non-CERIF CRIS – To allow homogenous access to heterogeneous systems

• As a definition of a data exchange format – To create a common data warehouse from several CRIS – To interoperate between CRIS – (CERIF or CERIF-XML)

CERIF: The Key

• This allows not only construction of a new interoperation-ready CRIS

• but also wrapper-interoperation by generating CERIF from a legacy CRIS

The key to the CERIF datamodel isStructured (syntax)First order logic (semantics)

Legacy CRIS

wrapper

New CRIS

Agenda

• Introduction – speaker• CRIS Purpose & Stakeholders• CERIF-CRIS development history• Where are we now• CERIF-CRIS at the centre of the Organisation• Nirvana (the ideal CRIS environment)• Synthesis• Role of euroCRIS

Where are we now? CRISs

• Standalone CRISs– Variety of kinds– Some based on or using CERIF

• Interoperating CRISs– Homogeneous (all using same schema)

• simple technology e.g. METIS

– Heterogeneous (different schemas)• Need data access and exchange schema standard• Only working examples to date IDEAS and ERGO (CERIF)

Where are we now? Commercial CRISs

• One commercial offering since late 1980s– COS (COS, USA)

• Commercial offerings emerged recently– uniCRIS (uniCRIS AG, CH)– PURE (Atira, DK)– Converis (Avedas DE)

• Others moving towards this• Repository Systems

– Publications Management System (Symplectic UK) – ePrints (U Southampton)– DSpace (MIT)– ePubs (STFC)– Fedora (Fedora Commons, USA)

Where are we now? And Where Next?

• The need: – The EC has declared

• the ERA (European Research Area)• The Lisbon Targets

• The Opportunity– CRISs

• to record IP of an organisation• to encourage innovation, wealth creation, improved quality of life

life– Interoperating CRISs

• to support the ERA and Lisbon targets• especially to encourage cross-Europe innovation

• Note projects CISTRANA and IST-World

Agenda

CERIF-CRIS at One Organisation

CERIF-CRIS

Managing Research Information at a researching or research funding organisation: decision support

Publicationrepository

CERIF-CRIS

With associated scholarly publications providing deeper information on the research; metadata in the CERIF-CRIS

DatasetSoftwarerepository

CERIF-CRIS

And research datasets and software to allow detailed examination of the research method; metadata in the CERIF- CRISNote: metadata for products and patents stored in CERIF- CRIS; detail elsewhere (e.g. national or international system)

Finance system

CERIF-CRIS

With financial information related to research activity to assess value for money

Finance system

HumanResources

system

CERIF-CRIS

And human resource information related to the research activity to ensure appropriate skills and resource availability

Finance system

HumanResources

system

Project Management

system

CERIF-CRIS

And project management information including milestones, deliverables and resources of the research to understand the research method

This list of organisational ICT systems is not exclusive…

Finance system

HumanResources

system

Project Management

system

CERIF-CRIS

DirectoryServices

And directory services to control research workflow, messaging, authentication, authorisation, access

Finance system

HumanResources

system

Project Management

system

CERIF-CRIS

Web pages DirectoryServices

And generation of intranet (organisation), DMZ (trusted business partners) and extranet (public ) web-pages

Finance system

HumanResources

system

Project Management

system

CERIF-CRIS

Web pages DirectoryServices

This is fine for one organisation but research is international, so…

CERIF Interoperation

CERIF-CRIS CERIF-CRIS

CERIF-CRIS

CERIF provides interoperation of CRIS and associated systems with formal syntax and declared semantics so that it is reliable and scalable.

Interconnect

Backplane

CRIS + Repositories at 1 institution

CRISResearch Context

[projects, persons, organisational unitsfunding, products, patents, publications

facilities, equipment, events]

OA Repository(hypermedia) Documents

e-Research repositoryDatasets and Software

OAI- PMH

Various

protocols

End-User

CERIFCERIF

….and multiple institutions

OA repository

e-Researchrepository

OA repository

End-User End-User End-User

Institution A Institution B Institution C

Roles of CERIF-CRIS: Re- iteration

• Research information system for decision-support

• Metadata (index) to scholarly publications (white and grey) in a repository

• Research information system for decision-support• Metadata (index) to scholarly publications (white and grey) in a repository

• Metadata (index) to research datasets and software in a repository

• Research information system for decision-support• Metadata (index) to scholarly publications (white and grey) in a repository • Metadata (index) to research datasets and software in a repository

• Access view to financial information of an organisation

• Research information system for decision-support• Metadata (index) to scholarly publications (white and grey) in a repository • Metadata (index) to research datasets and software in a repository• Access view to financial information of an organisation

• Access view to human resource information of an organisation

• Research information system for decision-support• Metadata (index) to scholarly publications (white and grey) in a repository • Metadata (index) to research datasets and software in a repository• Access view to financial information of an organisation• Access view to human resource information of an organisation

• Access view to project management information of an organisation

• Research information system for decision-support• Metadata (index) to scholarly publications (white and grey) in a repository • Metadata (index) to research datasets and software in a repository• Access view to financial information of an organisation• Access view to human resource information of an organisation• Access view to project management information of an organisation

• (and to other relevant organisation systems)

• Research information system for decision-support• Metadata (index) to scholarly publications (white and grey) in a repository • Metadata (index) to research datasets and software in a repository• Access view to financial information of an organisation• Access view to human resource information of an organisation• Access view to project management information of an organisation• (and to other relevant organisation systems)

• Provision of directory service information for authentication, authorisation, workflow, cooperative working…

• Research information system for decision-support• Metadata (index) to scholarly publications (white and grey) in a repository• Metadata (index) to research datasets and software in a repository• Access view to financial information of an organisation• Access view to human resource information of an organisation• Access view to project management information of an organisation• (and to other relevant organisation systems)• Provision of directory service information for authentication, authorisation, workflow,

cooperative working…

• Generation of web pages presenting the organisation on intranet, DMZ and extranet directly or from other organisational systems through the CERIF-CRIS

• Research information system for decision-support• Metadata (index) to scholarly publications (white and grey) in a repository• Metadata (index) to research datasets and software in a repository• Access view to financial information of an organisation• Access view to human resource information of an organisation• Access view to project management information of an organisation• (and to other relevant organisation systems)• Provision of directory service information for authentication, authorisation, workflow,

cooperative working…• Generation of web pages presenting the organisation on intranet, DMZ and extranet

directly or from other organisational systems through the CERIF-CRIS

• Interoperation with other CERIF-CRIS (and their associated systems) to give a global view of research information

Take-Home Message

Make the CERIF-CRIS the centre of the research organisation to

a) Integrate all other systemsb) Interoperate with external

systems

Agenda

The R&D Process: Recording

Workprogramme

Proposal

Project

Results

Exploitation

WealthCreation

CRISDATABASE

The R&D Process

Workprogramme

Proposal

Project

Results

Exploitation

WealthCreation

some CRIS developers limit recording of outputs from the process to areas indicated

Agenda

Overall : The Way Forward Forward

SCIENTIFIC DATASETS

Information

Knowledge

PUBLICATIONS

Information

Knowledge

Management of Research

PUBLICATIONS

Information

Knowledge

Digital Curation Facility

SCIENTIFIC DATASETS

Information

Knowledge

Management of ResearchCDR

(CERIF)

Portal with knowledge-assisted user interface

SCIENTIFIC DATASETS

Information

Knowledge

PUBLICATIONS

Information

Knowledgemetadata

SCIENTIFIC DATASETS

Information

Knowledge

PUBLICATIONS

Information

Knowledgemetadata

publish

validate

SCIENTIFIC DATASETS

Information

Knowledge

PUBLICATIONS

Information

Knowledgemetadata

publish

validate

Ambient, Pervasive Access

Prof. Keith G Jeffery

President, euroCRIS

www.eurocris.org

cerif for uk research information systems 20090608

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