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What’s in it for us? CERIF and Research Information Management

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What’s in it for us? CERIF and Research Information Management - JISC Conference 2011, Stuart Bolton

What’s in it for us? CERIF and Research Information Management - JISC Conference 2011, Stuart Bolton

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  • 1. What’s in it for us? CERIF and Research Information Management
    Stuart Bolton
    JISC Advance
    21/03/2011| Supporting education and research | Slide 1
  • 2. Government Drivers for Change in Research Management
    General trend towards greater transparency, accountability and a need for cost saving
    Manifests itself in two ways for Research Information Management:
    Research Excellence Framework
    Shared Services/Flexible Delivery Agenda
    Relying on HEFCE and other funding councils to take the agenda forward
    21/03/2011| Supporting education and research | Slide 2
  • 3. JISC Initiatives
    JISC is supporting the Development in many ways including:
    JISC infoNet ‘Shared Services/Flexible Delivery’ infokit
    JISC infoNet ‘ICT Implications of the Research Excellence Framework (REF)’ infokit
    ‘Readiness for REF’ (R4R) project
    Two rounds of institutional projects
    ‘Research Information Management’ (RIM) infoKit
    ‘Exchanging Research Information in the UK’ project (EXRI-UK)
    21/03/2011| Supporting education and research | Slide 3
  • 4. EXRI-UK Project
    Finished end of 2009
    Tasked to investigate whether there is a need for a common format for the exchange of UK research information and if so recommend what the standard should be.
    Based on scenarios of who needs information, what information they need and when they need it.
    Final report published spring 2010
    Key recommendation that the UK adopt (Common European Research Information Format) CERIF 2008 as the UK common exchange format.
    21/03/2011| Supporting education and research | Slide 4
  • 5. EXRI-UK Business Case
    Project report accepted but funding councils and RCs wanted to know if there was a business case for the adoption of CERIF
    June 2010 Stuart Bolton contracted to develop the business case. The business case was to take the form of a cost/benefit analysis.
    Wherever possible the analysis was to concentrate on quantifiable benefits and costs. Though where they existed qualitative and reputational benefits should also be identified.
    Report published autumn 2010
    21/03/2011| Supporting education and research | Slide 5
  • 6. Universal Costs
    In order to input and output CERIF users need to have:
    Either a CERIF compliant CRIS
    Annualized over 10 years for purchase, maintenance and R&D
    Costs vary from £10,450 – £20,880 p.a. Depending on institutional size etc.
    Or a CERIF ‘wrapper’ for your non CERIF CRIS
    Development plus R &D
    £13,000 p.a.
    21/03/2011| Supporting education and research | Slide 6
  • 7. Benefits
    Stuck to the scenarios identified in the EXRI-UK report:
    Institution Institution
    Institution HEFCE
    Institution Research Council
    Major data flows:
    Research Excellence Framework (REF)
    Research Grant Applications
    Research Output Reporting
    Institutional web sites
    Academic CVs
    Personal Web Pages
    21/03/2011| Supporting education and research | Slide 7
  • 8. Institution to HEFCE
    EXRI identified the major interaction to be the RAE, now changed to the REF. Last RAE was 2008.
    RAE ran every seven years, REF (probably) every five (subsequently changed to six).
    Independent report concluded that RAE 2008 cost £1127 per academic submitted. (Majority of the costs come late in the cycle.)
    Annualized this gives:
    1127/5 = £225 per academic per year
    Therefore for an institution with 1,000 academics:
    225*1000 = £225,000 per annum
    21/03/2011| Supporting education and research | Slide 8
  • 9. Possible REF Savings
    EuroCRIS estimate savings of about 25% for a CERIF to CERIF interface
    The institution with 1,000 submitted academics would save:
    £225,000/100*25
    = 56,250 p.a.
    All institutions know how many academics were submitted to the RAE so can do the maths!
    HEFCE are committed to providing a CERIF interface for the REF.
    21/03/2011| Supporting education and research | Slide 9
  • 10. Institution to Research Council
    EXRI identified two major interactions:
    Grant applications
    Reporting research outcomes
    21/03/2011| Supporting education and research | Slide 10
  • 11. Research Grant Applications
    Independent research reports that institutions spent £86 million in 2008 making and tracking grant applications.
    In 2008 there were 11,000 applications for grants with gives an average institutional expenditure of £6,951 per grant application.
    EuroCRIS estimate savings of 33% for a CERIF to CERIF interface.
    This gives savings of £2,317 per application.
    Annual savings to institutions are:
    2317* number of applications
    E.g. For an institution making 100 applications:
    2317 * 100 = 231,700
    Noplans to redevelop J-ES
    21/03/2011| Supporting education and research | Slide 11
  • 12. Research Outputs Reporting
    New to the UK so no existing cost estimates to compare with CERIF.
    However FRIS in Belgium/Flanders has some common features and they are hoping for a 1.25% efficiency gain in year 1 rising to 5% in year 4.
    If this were applied to the 42,000 researchers in UK H.E. it would realise savings of £28,350,000 in year one alone!
    ROP cancelled. Current plans involve consolidating around existing systems.
    21/03/2011| Supporting education and research | Slide 12
  • 13. Quantifying Savings
    Most of the savings identified come from efficiency savings:
    Saving administrators time
    Saving Research Managers time
    Saving Academics time
    Not (necessarily) money in the bank
    21/03/2011| Supporting education and research | Slide 13
  • 14. Research Information Management Infokit
    Large complex piece of work covering:
    A survey of Institutional Research Information Management tactical and strategic development.
    Case studies of differing approaches to RIM Systems/CRISs in institutions
    Good practice guidance
    Syntheses of outputs from JISC funded RIM projects
    CERIF
    Including a ‘savings’ calculator
    http://www.jiscinfonet.ac.uk/research/ref/savings/index.html
    Links to other related resources
    21/03/2011| Supporting education and research | Slide 14
  • 15. Thank You
    Any Questions?
    Stuart Bolton
    email: Stuart@stuartbolton.com
    tel: +44113 2672589
    Mobile: +447903 344634
    website: www.stuartbolton.com
    21/03/2011| Supporting education and research | Slide 15

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