Cerif For Uk Research Information Systems 20090608
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    Cerif For Uk Research Information Systems 20090608 Cerif For Uk Research Information Systems 20090608 Presentation Transcript

    • www.eurocris.org CERIF for Research Information Information Management Keith G Jeffery President, euroCRIS keith.g.jeffery@.rl.ac.uk ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 1
    • 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 ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 2
    • CCLRC-RAL Site ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 3
    • 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 ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 4
    • CRIS “a Current Research Information System, commonly known as quot;CRISquot;, 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 ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 5
    • 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 ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 6
    • Purpose at institution level • a tool for policy making making • evaluation of research based on outputs • document the research activities • document research output output • a formal log of research in progress • to assist project planning. planning. ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 7
    • 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 ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 8
    • 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 ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 9
    • Outputs Researcher Researcher CV CV Reports to Funder Management Management Research Research information information Bibliography Bibliography Commercial output report Equipment use ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 10
    • 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 ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 11
    • 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) ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 12
    • Institution Books Person / CV Publisher Event Research Group Patent Project Equipment Journal/article ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 13
    • Funding Programme PROJECT PERSON ORGUNIT Contact Results Publication Results Patent General Skills Results Facility CV Product Particular Event Equipment Service Prize/Award Classification ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 14
    • RESULT_PUBLICATION PROJECT PERSON ORGUNIT 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 ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 15
    • RESULT_PUBLICATION PROJECT PERSON ORGUNIT Result_Publication Can Express: Person A (DT1 - DT2) (is author of) Publication X Orgunit O (DT1 - DT2) (is owner of IPR in) Publication X Person A (DT1 - DT2) (is employee of ) Orgunit O Person A (DT1 - DT2) (is project leader of) Project P Person A (DT1-DT2) (is member of) Orgunit M Person A (DT1-DT2) (is member of) Orgunit N Orgunit M (DT1-DT2) (is part of) Orgunit O Orgunit N (DT1-DT2) (is part of) Orgunit O ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 16
    • Result_Publication Instance Diagram OrgUnit M Part of member Person A employee OrgUnit O member OrgUnit N Part of Project leader author Project P owns IPR Publication X ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 17
    • 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 ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 18
    • 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 ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 19
    • 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) ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 20
    • CERIF: The Key The key to the CERIF datamodel is Structured (syntax) First order logic (semantics) • This allows not only construction of a new New CRIS interoperation-ready CRIS • but also wrapper- interoperation by Legacy CRIS generating CERIF from a legacy CRIS wrapper ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 21
    • 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 ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 22
    • 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) ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 23
    • 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) ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 24
    • 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 ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 25
    • 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 ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 26
    • CERIF-CRIS at One Organisation Managing Research Information at a researching or CERIF-CRIS research funding organisation: decision support ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 27
    • CERIF-CRIS at One Organisation With associated scholarly publications providing deeper CERIF-CRIS information on the research; metadata in the CERIF-CRIS Publication repository ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 28
    • CERIF-CRIS at One Organisation And research datasets and software to allow detailed examination of CERIF-CRIS the research method; metadata in the CERIF- CRIS Note: metadata for products and patents stored in CERIF- Dataset CRIS; detail Publication Software elsewhere (e.g. repository repository national or international system) ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 29
    • CERIF-CRIS at One Organisation With financial information related to research activity to assess value for money CERIF-CRIS Dataset Publication Finance Software repository system repository ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 30
    • CERIF-CRIS at One Organisation And human resource information related to the research activity to CERIF-CRIS ensure appropriate skills and resource availability Dataset Human Publication Finance Software Resources repository system repository system ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 31
    • CERIF-CRIS at One Organisation And project management information including milestones, deliverables CERIF-CRIS and resources of the research to understand the research method Dataset Human Project Publication Finance Software Resources Management repository system repository system system This list of organisational ICT systems ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format exclusive… is not for UK Research Information 20090608 32
    • CERIF-CRIS at One Organisation Directory Services And directory services to control research workflow, messaging, CERIF-CRIS authentication, authorisation, access Dataset Human Project Publication Finance Software Resources Management repository system repository system system ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 33
    • CERIF-CRIS at One Organisation Web pages Directory Services And generation of intranet (organisation), CERIF-CRIS DMZ (trusted business partners) and extranet (public ) web-pages Dataset Human Project Publication Finance Software Resources Management repository system repository system system ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 34
    • CERIF-CRIS at One Organisation Web pages Directory Services This is fine for one organisation but CERIF-CRIS research is international, so… Dataset Human Project Publication Finance Software Resources Management repository system repository system system ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 35
    • CERIF Interoperation Interconnect CERIF-CRIS CERIF-CRIS Backplane CERIF provides interoperation of CRIS and associated systems with CERIF-CRIS formal syntax and declared semantics so that it is reliable and scalable. ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 36
    • CRIS + Repositories at 1 institution End-User CERIF CRIS CERIF Research Context [projects, persons, organisational units funding, products, patents, publications facilities, equipment, events] Various OAI- PMH protocols OA Repository e-Research repository (hypermedia) Documents Datasets and Software ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 37
    • ….and multiple institutions Institution A Institution B Institution C End-User End-User End-User CRIS CRIS CRIS OA e-Research OA e-Research OA e-Research repository repository repository repository repository repository ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 38
    • Roles of CERIF-CRIS: Re- iteration • Research information system for decision-support ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 39
    • Roles of CERIF-CRIS: Re- iteration • Research information system for decision-support • Metadata (index) to scholarly publications (white and grey) in a repository ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 40
    • Roles of CERIF-CRIS: Re- iteration • 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 ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 41
    • Roles of CERIF-CRIS: Re- iteration • 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 ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 42
    • Roles of CERIF-CRIS: Re- iteration • 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 ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 43
    • Roles of CERIF-CRIS: Re- iteration • 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 ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 44
    • Roles of CERIF-CRIS: Re- iteration • 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) ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 45
    • Roles of CERIF-CRIS: Re- iteration • 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… ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 46
    • Roles of CERIF-CRIS: Re- iteration • 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 ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 47
    • Roles of CERIF-CRIS: Re- iteration • 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 ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 48
    • Take-Home Message Make the CERIF-CRIS the centre of the research organisation to a) Integrate all other systems b) Interoperate with external systems ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 49
    • 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 ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 50
    • The R&D Process: Recording Workprogramme CRIS Proposal DATABASE Project Results Exploitation WealthCreation ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 51
    • The R&D Process Note: Workprogramme some CRIS developers Proposal Nirvana limit recording of Project outputs from the process to Results areas indicated Exploitation WealthCreation ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 52
    • 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 ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 53
    • Overall : The Way Forward Forward SCIENTIFIC DATASETS PUBLICATIONS Data CRIS Data Information Management of Research Information Knowledge Knowledge ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 54
    • Overall : The Way Forward Forward Portal with knowledge-assisted user interface SCIENTIFIC DATASETS PUBLICATIONS CRIS Data Data Management of Research Information CDR Information (CERIF) Knowledge Knowledge Digital Curation Facility ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 55
    • Overall : The Way Forward Forward Portal with knowledge-assisted user interface SCIENTIFIC DATASETS PUBLICATIONS Data Data Information Information metadata Knowledge Knowledge Digital Curation Facility ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 56
    • Overall : The Way Forward Forward Portal with knowledge-assisted user interface SCIENTIFIC DATASETS PUBLICATIONS Data Data publish Information Information metadata validate Knowledge Knowledge Digital Curation Facility ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 57
    • Overall : The Way Forward Forward Ambient, Pervasive Access Portal with knowledge-assisted user interface SCIENTIFIC DATASETS PUBLICATIONS Data Data publish Information Information metadata validate Knowledge Knowledge Digital Curation Facility GRIDs ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 58
    • Prof. Keith G Jeffery President, euroCRIS www.eurocris.org ©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 59