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Cerif For Uk Research Information Systems 20090608
- 1. 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
- 2. 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
- 4. 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
- 5. 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
- 6. 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
- 7. 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
- 8. 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
- 9. 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
- 10. 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
- 11. 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
- 12. 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
- 13. 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
- 14. 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
- 15. 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
- 16. 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
- 17. 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
- 18. 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
- 19. 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
- 20. 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
- 21. 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
- 22. 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
- 23. 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
- 24. 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
- 25. 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
- 26. 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
- 27. 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
- 28. 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
- 29. 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
- 30. 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
- 31. 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
- 32. 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
- 33. 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
- 34. 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
- 35. 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
- 36. 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
- 37. 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
- 38. ….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
- 39. 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
- 40. 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
- 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
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 41
- 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
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 42
- 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
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 43
- 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
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 44
- 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)
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 45
- 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…
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 46
- 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
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 47
- 48. 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
- 49. 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
- 50. 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
- 51. 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
- 52. 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
- 53. 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
- 54. 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
- 55. 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
- 56. 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
- 57. 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
- 58. 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
- 59. 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