Adoption of ORCID by FCT
João Mendes Moreira
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Agenda
• Two stories, one communality
• Work in progress
• Conclusions
• Future plans
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Story #1
PTCRIS: national ecosystem for research management
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Background
FCT- FCCN merger
WG created
Consultancy
Diagnosis
(processes & IT)
Improvement opportunities
Recommendations
•6 short/medium term
•1 long term (PT-CRIS)
FCT Workshop
PT-CRIS further studies approved
PT-CRIS Workshop
Expert group
Technical studies for reference model
definition
Reference model
Strategic plan
Go
FCT Board
Ministry
Mobilization & Implementation
Today
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Apr/2013 Apr-Jun 2013 Jun 2013 Jul-Dez 2013 Apr 2014
Mission
Ensure the creation and sustained development of national integrated information ecosystem (PTCRIS) to support research management
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Goals
1. Define the regulatory framework to adopt the various systems
2. Coordinate FCT’s systems integration in accordance with the regulatory framework
3. Coordinate external systems integration with FCT (National and International) according to the legal framework
4. Support and disclose in community the use of the systems of the PT-CRIS.
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The eco-system
CRIS – Current Research Information Systems
Academic expertise
Organizations database
Scientific equipment
Statistics
Funding database
Grant management
Outcomes / outputs
Reserach news
Research ethics
Research portal
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Standards
Aligned:
• H2020
• Digital ERA fórum
• RDA
PT-CRIS
Data model
Dictionary / Interop.
Ontologies
Researcher Id
Org Id
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Strategy - Priorities
Academic exp.
Organizations database
Grant Manag.
Outcomes / outputs
Scientific equipt
Research portal
Research news
Research ethics
Statistics Evaluation
Fed. CRIS Syst.
Ris
k
Impact Cost
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1 - Outputs
An output should be registered only once and reused multiple!
Equipment
Project Project Organization Organization
Service
Financing
Patent
Skills
CV
Product
Event
Person Person
Rating
( Semantics )
Rating
( Semantics )
Publication ORCID
National Registry
CV
Grant mng
Int.
sources
Thesis& Dissert.
Repositories
journals
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2 - People, skills and CV
One person, their skills and CV should be Registered only once and reused multiple!
Equipment
Project Project Organization Organization
Service
Financing
Patent
Skills
CV
Product
Event
Person Person
Rating
( Semantics )
Rating
( Semantics )
Publication CV
FCT Grants
Research Portal
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3 – Organizations, 4 - equipment
Creation of databases authoritative of organizations and equipment
Equipment
Project Project Organization Organization
Service
Financing
Patent
Skills
CV
Product
Event
Person Person
Rating
( Semantics )
Rating
( Semantics )
Publication
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5 - PTCRIS Foundations
“Point of truth" normalized database.
BD CERIF
Legacy systems
Key Performance
Indicators
(BI)
Operational reports
(Excel ODBC)
APIs
(CERIF)
New systems
(comercial)
New Systems
(home made)
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Story #2
FCT’s Research Unit’s evaluation (bibliometric study)
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Background
• FCT organizes regular reviews of national R&D institutions (defines amount to be paid to institutions in the next 5 / 6 years)
• Bibliometric analysis to support review exercise
• ORCID was one of the tools chosen for this exercise
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The process
• Production of documentation (FAQs and instructions)
• National helpdesk number and e-mail (available for units responsible only)
• Three stages
– ORCID registration and unit association
– ORCID articles (Scopus to ORCID Wizard)
– Verification and corrections
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ORCID Ids creation
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Results
• > 90%
• 14000 out of 15000 Researchers
• 90% of indexed scientific output was registered (last five years)
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Work in progress
• Interoperability model
• “ORCIDification” of national systems
– Grant management
– National CV platform
– OA platforms (DSpace, OJS, Portal)
• Uberwizard agreement (to import grants to ORCID)
• CERIF “point of truth” database (ORCID compatible)
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Future work
• Involve HEI and Research labs in order to adopt ORCID locally
• Develop reporting tool (to report scientific output) based on ORCID
• Implement OA mechanisms and tools
• Develop research portal (VIVO based) - ORCID compatible
• Continue to leverage ORCID in processes and systems (ORCID assertions, ORCID and AAI)
• Do nothing … and benefit from other’s integrations
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Conclusions
• Perfect match between PTCRIS and ORCID adoption for the Research Unit evaluation bibliometric study
• PIDs are great but make much more sense with added value services (i.e.: integration)
• ORCID adoption requires an holistic action view (stakeholders, communication, support, technical)
• Full adoption requires hard work but you are not alone …
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Backup slides
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Interoperability matrix
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ORCID non ORCID
Implementation stage
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0 Negociação
1 Planeadas
2 Em curso
3 Operacionais
Ferramenta
TipoPortal
(RCAAP)
OJS
(RCAAP)
DSPACE
(RCAAP)RENATES Authenticus
Novo
DeGois
Local
CRIS
Grant
Mng %
Import 2 1 1 0 1 2 39%
Export ? 1 ? 1 33%
Sync 2 ? 2 1 ? 56%
Id 2 1 1 1 3 1 ? 3 57%
XML 2 3 1 1 1 ? 1 50%
% 67% 33% 56% 33% 50% 33% 58%
Sistemas PTCRIS
PTCRIS 1
ORCID
DSpace
SWORD2 (Metadados+Fulltext) CERIF-XML