PT-CRIS: EUROCRIS: 2013: Eco-system of research information systems
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PT-CRIS: EUROCRIS: 2013: Eco-system of research information systems

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Plans for a national wide CRIS system in portugal : PT-CRIS

Plans for a national wide CRIS system in portugal : PT-CRIS

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  • Colocar visão dos passos definidos e onde estamos.
  • - Destacarcolaboração. É um grandeefeitosecundáriodestainiciativacomopoderãover de seguida.- Go No-Go. Validarapoiopolítico e financeiroaoprojeto. Criarcondiçõesparaavançarpara a próximafase- Finalmentedestacarque à medidaque o processoavançapassamos de umafase de estudos e estratégiapara aconcretizaçãoAuditing / DiagnosesScope global (processes, organization, IT)7 RecomendationsShort/medium term - implementation plan based on quick fixes + critical business areasMedium/long term - constitution and implementation of na integrated research information systems (PT-CRIS)P1 - Software developmentmodel (sourcing)P2 - ReorganizationofinformaticsservicesP3 - PlanningcomputersupportP4 - externalansweringP5 – ContactcenterP6 - Synergiesfromtheintegrationof FCCNP7 - build a newintegratedinformationsystemonscienceandtechnology (medium & longterm)
  • Colocar visão dos passos definidos e onde estamos.
  • Fornecidos pelo sectrario geral euroCRis
  • virar
  • virar
  • Customdevelopmentvs comercial/proprietary
  • Destaques para CVs locaisProgramas vsgrants
  • Colocar visão dos passos definidos e onde estamos.
  • Colocar visão dos passos definidos e onde estamos.
  • Presença e facilidade de utilização na WebFuncionalidades coreInteroperabilidadeO serviço mais desenvolvido é o de outcomes & outputs (neste caso o RCAAP)O serviço de academic expertise necessita de melhor usabilidade e ergonomia e de interoperar com mais sistemasEm geral todos os restantes serviços necessitam de ser desenvolvidos
  • Vision and goals: As the basis for the program, the program’s guiding vision and principles for its entiredurationwillbedefined.Principles: Identifying and describing the principles which serve as guidelines for the program.Organization of the program: Description of the program’s organization and the necessary roles.Program management process: Definition of the fundamental management processes for managingthe program over its entire duration. The program management process is subdivided into steering,management andfinancing.Service architecture: Illustration of the national services with a strategic service architecture which isderived from the use cases and based on the functional architecture.Operating model: Description of the possible alternatives for implementing national services.Service prioritization: Prioritization of the identified services with regard to their implementation.Implementation planning: Finalization of implementation planning based on the prioritized services.Strategy: The strategy encompasses all the aspects outlined above
  • Três pesos pesados:Quickwins: org. db, academic. Expertise, outcomes / outputsGrande impacto, médio risco, médio investimento: Grande risco, grande impacto e grande custo
  • Auditing / DiagnosesScope global (processes, organization, IT)7 RecomendationsShort/medium term - implementation plan based on quick fixes + critical business areasMedium/long term - constitution and implementation of naintegrated research information systems (PT-CRIS)P1 - Software developmentmodel(sourcing)P2 - Reorganizationof informatics servicesP3 - Planning computer supportP4 - externalansweringP5 – Contact centerP6 - Synergiesfromtheintegrationof FCCNP7 - build a newintegratedinformationsystemon science and technology (medium & longterm)

Transcript

  • 1. Eco-systems of research information systems: a global perspective João Mendes Moreira PT-CRIS
  • 2. Agenda • • • • Background Survey Conclusions PT-CRIS PT-CRIS
  • 3. Background FCT- FCCN merger WG created Consultancy Workshop FCT 1st Workshop PT-CRIS Diagnosis (processes & IT) PT-CRIS further studies approved Expert group Improvement opportunities 2nd workshop PT-CRIS Reference model Strategic plan Go No-Go Technical studies for reference model definition Today Recommendations • 6 short/medium term • 1 long term (PT-CRIS) Collaboration Realization Studies and strategy PT-CRIS
  • 4. The research information space Source: EUROCRIS.org Editors Industry Research institutions Research organizations Investment opportunities Publications Libraries Patents Products Data centres Projects Researchers Research data Equipment Facilities Researchers Governments Financiers
  • 5. Background - goals • Reference Architecture • Components / modules to support • Interoperability (IRs, CRIS, Other scientific SI systems) • Norms and standards (data model, interfaces)
  • 6. Background - 1st workshop deliverables Deliverable D2.1 – Eco-systems D2.2 – Academic expertise (CVs) D2.3 – CRISs D2.4 – Outputs/Outcomes Responsável FCT DeGóis UP SDUM / Authenticus D2.5 – Guidelines and standards DeGóis D2.6 – Organizations management DGEEC
  • 7. Survey eco - design • • • • • • • Institution profile Services Services dimension (national, federated, local) Protocols and standards Interoperability Logical architecture SWOT CRIS-PT
  • 8. Agenda • • • • Background Survey Conclusions PT-CRIS PT-CRIS
  • 9. Survey eco – institution profile Country Suisse Check Republic Portugal Spain Sweden Slovak Republic Netherlands Brazil TLD CH CZ PT ES SE SK NL BR Trends, not certainties! CRIS-PT
  • 10. Survey eco – institution profile Organization type Organization Name Funding Research Library Agency Swiss National Science Foundation SNSF Office of the Government of the Czech Republic, Research and Development and Innovation Council Foundation for Science and Technology SPANISH FOUNDATION FOR SCIENCE AND TECHNOLOGY (FECYT) Swedish Research Council Slovak Centre of Scientific and Technical Information (SCSTI) Conselho Nacional de Desenvolvimento Científico e Tecnológico – CNPq Data Archive X X X X X X X X X Data Archiving and Networked Services – DANS CRIS-PT Govern. X 4 1 X 2 3 1
  • 11. Survey eco - Services CRIS Academic expertise Project database Organizations database Outcomes / outputs Grant management Reserach news Research ethics Scientific equipment Research portal CRIS-PT
  • 12. Survey eco - Services CRIS Academic expertise Project database Outcomes / outputs Organizations database Grant management Research ethics Scientific equipment Project call Research portal Statistics Evaluation Scientific Journals CRIS-PT Reserach news Research data
  • 13. Survey eco - services 9 8 7 6 5 4 3 2 1 0 CRIS-PT
  • 14. Survey eco - Software Service COUNTRY Custom vs Proprietary CH Organizations database C Scientific equipment PT ES SE SK NL BR Total - Academic expertise (CVs) CZ C C C P C C C=5, P=1 C P C C C=4, P=2 P C C=1,P=1 PC P C C=4, P=2 C C P C C C=6, P=2 P - Grant management C - C Outcomes/outputs C P C Project database C P C P P C C C=4, P=2 Research portal NA P C PC P C C C=4, P=2 P P PC P C C C=3, P=3 Research news CRIS-PT
  • 15. Survey eco - Staff Number of staff involve in development Function COUNTRY CH CZ PT ES SE SK NL BR Academic expertise (CVs) NA Organizations database 2 4 med CH CZ PT ES SE 3,0 3 3,0 6 NA 3 ? 4 3 ? 2 4 3 3,5 3,0 3 3,5 3 5 Grant management Outcomes/outputs Project database 2 10 NA Research portal NA 5 6 3 0,35 4 3 NA 3 151 0,5 4 3 2,5 3,0 3,0 3,0 NA 3 3 ? 6 1 3,0 3 3,0 4 6 2,3 3 1 3,0 3 1,6 1 0,8 9 15 7,5 8 2 2,5 5 2,3 1 8 3 0,7 4 3,5 5 3 0,8 3 6 2,3 0,1 1 Research news Research ethics 7 31 9 18 SK NL BR med 4 4 1,2 8 1,2 Scientific equipment Sub-Total Number of staff involved in operations 18 0 2,5 45 CRIS-PT 29,8 2 5 3 1 0,5 9 18 7 169 4,65 29 0,75 30,3
  • 16. Survey eco - dimension Dimension Federated National Service /data CH CZ PT ES SE SK NL BR Academic expertise (CVs) X Organizations database X X X D X D X X Scientific equipment Grant management X Outcomes /outputs X X 0 4 0 Y 2 1 X 3 X X 6 0 2 X 6 X X X X X X X D X X 3 X X 2 X X X 3 X 1 X X X 3 X 3 X 7 X X X X X 5 X X D X X 6 Research news X X X X X 5 0 X X other - Research data X X X 3 0 X X 2 other - Statistics survey of research potential X X X 3 0 X X 2 other - Evaluation of quality of science X X X 3 0 X X 2 45 7 X CRIS-PT X X X X X 1 X Research portal X 6 X Project database X CH CZ PT ES SE SK NL BR Total CH CZ PT ES SE SK NL BR Total 1 X X Total Local (institutional) X X X 33
  • 17. Survey eco - Protocols & Standards • 5 reported some use of CERIF • 3 reported some proprietary protocols – ES – CVN – Normalized CV – NL – Proprietary identifiers, vocabulary – LATTES-XML CRIS-PT
  • 18. Survey eco - Interoperability Data providers Service AE (CVs) Org.DB Grant Outcomes Project External Scientific Total management /outputs DB Sources equip. 3 1 3 1 3 5 2 2 2 Grant management Data collectors Academic expertise (CVs) Organizations database 3 3 1 1 1 Outcomes /outputs Project database External Sources Scientific equipment Research portal Research news Research ethics Other - project calls other - Statistics survey of research potencial 2 2 3 4 1 2 3 1 1 3 2 1 3 2 1 3 2 1 1 1 1 3 3 1 2 1 2 1 2 other - Qvaluation of quality of science Total 4 2 1 1 12 24 1 1 CRIS-PT 20 9 14 14 2 3 14 3 0 1 5 1 9 21 9 2 14 14 4
  • 19. Survey eco – Architecture - SE CRIS-PT
  • 20. Survey eco – Architecture - ES Researchers National services CVN Grants management Research projects Research results PAID RECOLECTA Research Researchs Research news results ethics ICONO Others SINC RECYT Universities and Research Organizations Spanish Scientific Journals Ez PUBLISH OAI-PMH OJS Federated services Local services Information standards SIC CVN PDF XML CERIF Institutional Repository OAI-PMH CSV Oracle DRIVER TXT Discoverer/S OPEN AIRE Google API QL D-NET Dublin Core CRIS-PT
  • 21. Survey – Architecture - BR Function Stakeholders Research projects Research results Grants management Research portal 0 lattes.br carloschagas.br Researchers Oportunities National Services CVs Research Patents Groups Grants Publications Scholarships Publications Grants and (Universities Scholarships Repositories) (State Funders) R&D Institutions & Projects Facilities Local Services Solution architecture and students Lattes Institutional Databases Lattes-XML Projects (State Funders) DOI, DSpace, Scopus, ISI PT-CRIS Editorial/news
  • 22. Survey – Architecture - SE CRIS-PT
  • 23. Survey eco - Examples of services - SK CRIS-PT
  • 24. Examples of services - CZ CRIS-PT
  • 25. Survey eco - SWOT Country TLD Strengths Check Republic Slovak Republic Weaknesses Opportunities A stable national CRIS with a long tradition. It enables transparency in the research funding domain. Certain types of entities missing, most notably Facility, Equipment and Research Dataset Quality (Czech) researcher identification but not shown on the portal for personal data privacy reasons Linked Open Data exposure CERIF compatibility • Legislative background for national R&D portal and information system providing 10 years of experience of SCSTI with providing the similar system • Established system for R&D organization data identification (system of evaluation as condition for use of public resources) • Implementation of EU standards (CERIF) • Absence of institutional CRIS systems in Slovakia • Quality and complexity of received data is not lawfully guaranteed • Improve the cooperation of Slovak R&D stakeholders in the area of R&D data exchange and systems integration • Improve the legislation for reach more complex and more valid data CZ SK • • Portugal PT Threats Outputs and outcomes module Team potential and completeness (expertise , networking (COAR, euroCRIS, OCDE, etc)) • • CRIS-PT Underdevelo ped or nonexistent modules Non-CERIF • • • • Best practices Efficiency Transparency Better service • Ensure continual and sufficient funding of SK CRIS • • Funding Political instability
  • 26. Survey eco – Conclusions • Survey – survey response rate was near 50% – Some questions were complex to answer – One should read the results in terms of trends • Responders were mostly Funding agency or governmental institutions CRIS-PT
  • 27. Survey eco – Conclusions • Services – New services emerged: • Some related to outcomes/outputs research data, scientific journals • Some related to grants and projects: project call • Some related to statistics and evaluation – Most well established services are: • Outcomes/outputs (8), project database , research portal (7), academic expertise and org. database (6) PT-CRIS
  • 28. Survey eco - Conclusions • Software - most of the systems are custom developments • Staff – Staff is distributed equally between operations and development – All services, operation sum of medians was dev (28), ops (32) • Services national (45) and/or local (33), not federated (7) • Most of the responders indicated some form of CERIF use • Interoperability – The top data collectors are CVs, research portal, outcomes / ouputs and project database – The top data providers are Organizations database, outcomes/outputs PT-CRIS
  • 29. Survey Eco - Highlights • Suisse – how to set up a strategical vision http://www.crus.ch/dms.php?id=28920 • Slovakia – Components of a national CRIS • Danica Zendulkova: State-operated CRIS systems in the EU. CVTI SR : Bratislava, Slovak Republic. 2011. ISBN 978-80-89354-04-7 PT-CRIS
  • 30. Agenda • • • • Background Survey Conclusions PT-CRIS PT-CRIS
  • 31. Conclusions • The state of the art reports were very important to: – Learn the best practices – Get decision makers confident • euroCRIS played an important role in this process – Guidance on the survey – Facilitator for identifying respondents PT-CRIS
  • 32. euroCRIS whish list • Architecture reference model • Modules specs / requirements (ex: RFPs) • One layer up: from tables to objects PT-CRIS
  • 33. Agenda • • • • Background Survey Conclusions PT-CRIS – PT systems maturity – Critical analysis – Strategy – Next Steps PT-CRIS
  • 34. Web Maturity Outcomes /outputs Statistics Academic exp. Research portal Research ethics CRISs Scientific Eqpt. Org. database Research news Evaluation Grant mngt Core Interoperabilidade PT-CRIS
  • 35. Survey Eco – Critical analysis (PT) • Portugal has a long way to go: – Authoritative organizations database – Call, grants and project services are obsolete – Research portal to be considered – Evaluation and stats to be further analyzed – CRISs needed • Swedish logical architecture seams to be the most comprehensive • CERIF seams to be imperative PT-CRIS
  • 36. Strategy PT-CRIS • • • • • • • Vision and mission Benefits Stakeholders Fields of activity Principles Service architecture Organization of the program • Operating model CRIS-PT
  • 37. Digital ecosystem for research information Grants management Function Portal Research results Research news Research ethics National services Research portal Academic expertise Research news Organizations database Federated services Scientific equipment Academic expertise Grants mgmt Projects database Outcomes / outputs CRISs CRISs Outcomes / outputs Local Services Solution architecture Research projects Business Intelligence Expert service Outcomes / Projekt Projekt outputs (EKO m.fl.) (EKO m.fl.) Grants mgmt Ansökningar Ansökningar (local) (Prisma) (Prisma) funders Projects Projekt Ansökningar database (lokala) (Prisma) (local) Övriga Outcomes / Publikationer Ansökningar outputs (EKO m.fl.) (Prisma) Statistics News Projekt Ansökningar (local) (EKO m.fl.) (Prisma) Research ethics
  • 38. Strategy - Priorities Risk Fed. CRIS Syst. Grant Manag. Evaluation Statistics Research portal Scientific equipt Research news Research ethics Organizations database Academic exp. Outcomes / outputs Impact Cost PT-CRIS
  • 39. Background FCT –WG 2nd workshop PT-CRIS Go No-Go Program management Prioritization Investment plan Implementation planning Reference model Strategic plan Today Phase 2 Strategy – phase 1 PT-CRIS Realization
  • 40. Cooperation is power! PT-CRIS
  • 41. EXCELLENCE | KNOWLEDGE| IMPACT www.fct.pt 2º Workshop CRIS-PT