The document discusses the interoperability of Current Research Information Systems (CRIS) and Institutional Repositories (IR), emphasizing the importance of effective data exchange and external querying capabilities. It reviews various interoperability trends, such as metadata exchange and research data management, while highlighting case studies from institutions like the University of Glasgow and U. Porto. The author, Pablo de Castro, advocates for a move towards integrated systems and global standards to enhance research collaboration and compliance.

1. CRISs, IRs and their interoperability: an updated picture
[with some focus on Portuguese initiatives]
Pablo de Castro
euroCRIS Board member
GrandIR Ltd
pcastromartin@gmail.com
http://orcid.org/0000-0001-6300-1033

2. System interoperability (beyond CRIS/IR): the key concept
Publications
Bibtex,
Refman
Uploaded
Harvested
L inked
Full Text
Repository
Open Access
Activities
University of
St Andrews
CRIS
(Pure)
Fed Out
Industry / SME’s
Interface
HEI – Strategic
Planning, Benchmarking
REF, RCUK
SFC, HESA
Public, Media
Recognition / Impact
Collaborations
Research Pools
WoS, arXiv,
PubMed,
Scopus…
Pulled In
Manual
Input
University
Structure [HR]
Staff Records
[HR]
Student
Records
[Registry]
Projects, Grants,
KT
[Finance]
Entered
Award /
recognition
Dissemination
/ Engagement
Research data sets
(multiple locations and
formats)
Impact
Indicators
Measures
Case
Studies

3. System interoperability (beyond CRIS/IR): the key concept
'Interoperability' has two different and simultaneous implications:
1. Effective data exchange ('imported' as good as 'created')
2. External record querying and visualization as if local
Actual cross-institutional system implementations rather relying on a 'service layer'
that will interoperate with whatever systems are available at institutional level
(not quite following this ideal-world model)

4. Forthcoming COAR Repository Observatory release:
"7 things you should know about CRISs, IRs and their
interoperability"
https://www.coar-repositories.org/activities/repository-observatory/

5. Forthcoming COAR Repository Observatory release:
"7 things you should know about CRISs, IRs and their
interoperability": case studies
Case Studies:
U Glasgow – Enlighten
Sigarra U.Porto
PT-CRIS
https://www.coar-repositories.org/activities/repository-observatory/

6. Four main CRIS/IR interoperability areas at UGla factsheet
1. Metadata exchange for bibliographic records
2. Data exchange on research context (mainly projects & funding)
3. Finance information exchange for GoldOA payment management
4. Metadata exchange for Research Data Management purposes
https://www.jisc-collections.ac.uk/Jisc-Monitor/APC-data-collection/

7. Gold OA leads to improvement on policy compliance monitoring
http://blogs.lse.ac.uk/library/2014/09/23/lse-87-compliant-with-the-rcuk-policy-on-open-access/

8. Moving towards IR-as-CRIS scenario (but also CRIS-as-IR)
http://eprints.soton.ac.uk/271048/

9. Extending the repository datamodel (EPrints)

10. Whatever the institutional systems and their specific
configuration, exchange between systems and
communities is a key requirement for building the
needed services on top of the whole array of use cases

11. Some key interoperability trends (I): global standards

12. Some key interoperability trends (II): CERIF-XML
[OpenAIRE – H2020]
https://guidelines.openaire.eu/wiki/OpenAIRE_Guidelines:_For_CRIS

13. Some key interoperability trends (II): CERIF-XML
[Portal de la Recerca de Catalunya – Catalan Research Portal]

14. Some key interoperability trends (III): RDM the next key challenge
(at much an earlier stage than previous use cases)
http://dspacecris.eurocris.org/handle/11366/184

15. Interoperability the leitmotiv for next euroCRIS SMM

16. Obrigado!
Pablo de Castro
euroCRIS Board member
GrandIR Ltd
pcastromartin@gmail.com
http://orcid.org/0000-0001-6300-1033