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UKOLN activities on research information management
 

UKOLN activities on research information management

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Presentation slides for a talk given at the euroCRIS Membership Meeting, CINECA, Casalecchio di Reno (Bologna), Italy, 27 May 2011

Presentation slides for a talk given at the euroCRIS Membership Meeting, CINECA, Casalecchio di Reno (Bologna), Italy, 27 May 2011

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http://cerify.ukoln.ac.uk 303
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    UKOLN activities on research information management UKOLN activities on research information management Presentation Transcript

    • UKOLN is supported by: UKOLN activities on research information management Michael Day Research and Development Team UKOLN, University of Bath United Kingdom euroCRIS membership meeting, Bologna, 26-27 May 2011
    • Presentation overview
      • Brief introduction to UKOLN
      • The UK context
      • JISC RIM activities
      • Programme support for JISC
        • Past activities
        • RIM1 Programme synthesis
      • CERIFy project
      • With sincere thanks to my colleague Rosemary Russell and the UKOLN CERIFy team (Mahendra Mahey, Talat Chaudhri and Stephanie Taylor)
    • Brief introduction to UKOLN (1)
      • A centre of expertise in digital information management
        • Has existed for >30 years (in various guises), as UKOLN since the early 1990s
        • Is based at the University of Bath
        • 27 people
      • Digital information management:
        • Bibliographic standards, metadata
        • Cross-domain resource discovery, interoperability, semantics, knowledge organisation systems
        • Repositories support, e.g. SWORD
        • Supporting the developer community
        • Digital sustainability
        • Research data management, e.g. Digital Curation Centre
        • Research information management
    • Brief introduction to UKOLN (2)
      • Current funding
        • Joint Information Systems Committee
          • JISC Innovation Support Centre
        • Research grants from JISC and others
      • Aims
        • Providing technical advice to the JISC and the wider UK HE community
        • Undertaking high-quality research
    • RIM in the UK
      • UK drivers for more systematic approach to RIM:
        • Research Excellence Framework
          • A way of targeting funding to UK HEIs based on periodic peer review (last one RAE 2008)
          • Becoming ever more metrics based
          • Institutions responding to extremely competitive situation
        • Research Councils (and others)
          • Streamlining reporting requirements from grants
          • More systematic measurement of grant outcomes
          • Research Outcomes Project
        • Annual statistical returns
          • Higher Education Statistics Agency (HESA)
    • JISC RIM activities (1)
      • JISC funds a series of activities under the heading of Research information management (RIM)
        • Convenes RIM expert group
          • 2 to 3 meetings per year
          • Includes representatives of HEFCE (REF team), RCUK, HESA, euroCRIS, etc.
          • Informs the development of JISC activities
        • Relevant past projects have included:
          • Building the Research Information Infrastructure (BRII)
          • Enrich
          • Readiness for REF (R4R)
          • ResearchRevealed
          • NAMES projects
    • JISC RIM activities (2)
      • JISC commissioned study on Exchanging Research Information in the UK (EXRI-UK) - published December 2009
        • Developed various scenarios for the exchange of research information
        • Appraised various technical options and recommended exploring the potential of CERIF 2008 as a data exchange format
      • Reflects emerging consensus (in the UK) of the desirability of a common standard to share research information
      • EXRI UK report: http://ie-repository.jisc.ac.uk/448/
    • JISC RIM activities (3)
      • Standard data exchange model
        • Agreed exchange format
          • Facilitate data exchange between institutions, funding bodies
          • Support a future national RIM infrastructure
        • Data alignment:
          • Several UK projects have mapped their own data models to CERIF
          • Detailed questions about harmonisation of data structures, vocabularies and syntax remain
          • With the JISC, UKOLN helped organise a series of workshops in 2010 to look at data harmonisation in more detail
    • RIM programme support
      • As JISC funded services, UKOLN and JISC infoNet jointly provide programme support in the RIM area
        • UKOLN’s main focus on technical aspects
          • CRIS-OAR project (Knowledge Exchange)
          • Data harmonisation workshops
          • Research Information Management in the UK: CERIF and metadata alignment (Rosemary Russell and Nikki Rogers)
        • Work in the pipeline:
          • Brief Introduction to CERIF for UK HEIs
          • Technical synthesis of RIM1 projects (more later)
          • Organisational identifiers study
          • Discussion on the RIM strand wiki (internal reporting)
        • More information at: http://www.ukoln.ac.uk/rim/
    • RIM1 technical synthesis (1)
      • 5 projects from 1st Phase of JISC RIM programme (JISC Grant 11/09)
        • CRISPool: Using CERIF-XML to integrate heterogeneous research information from several institutions into a single portal (Lead partner: University of St Andrews)
        • Enquire: Enrich and Research Outputs and Impact (Lead partner: University of Glasgow)
        • Developing tools to inform the management of research and translating existing good practice (Lead partner: Imperial College)
        • Using Business Process Management Tools and Methods for Building Research Information Management (Lead partner: University of Huddersfield)
        • Defining a new role: the embedded Research Information Manager (Lead partner: University College London)
    • RIM1 technical synthesis (2)
      • Technical synthesis of 11/09 RIM1 programme
        • Led by Rosemary Russell (UKOLN)
        • More general programme synthesis conducted by JISC infoNet: http://www.jiscinfonet.ac.uk/infokits/research/projects
      • Role of synthesis is to identify some common themes
        • Note
          • Relatively small sample (5 projects)
          • Different perspectives (stakeholder surveys vs. mapping systems and business-processes from the ground-up)
    • RIM1 synthesis themes (1)
      • Lack of system integration within institutions:
        • Most institutions cited a fragmented research system and lack of integration as fundamental problems (Imperial College surveys)
        • However, despite experiencing similar problems, BRIM showed that at least some of these problems could be overcome in practice
        • CRISPool demonstrated that institutions that already have an integrated research system or CRIS have big advantages (e.g., when needing to generate CERIF as an exchange format)
      • Researcher dissatisfaction:
        • Academics reported widespread dissatisfaction with current research systems (Imperial College surveys)
        • Need to minimise burden on academics (Enquire), develop easy to use interfaces
        • Need to fit systems with researcher needs and workflows (UCL project)
    • RIM1 synthesis themes (2)
      • Difficulty of articulating institutional RIM Requirements:
        • Difficulty of articulating RIM requirements (Imperial College survey), e.g. every institution thinks that it is unique!
        • Experience with the RIM1 projects suggests that time spent analysing existing business processes (BRIM) and defining requirements (CRISPool) was extremely useful
        • BRIM main task - capture RIM requirements and create prototype (that integrated with existing business processes using standard interfaces)
      • Data quality
        • Data quality identified as a big issue (Imperial College surveys)
        • Data was the single greatest cause for concern for researchers (UCL project)
        • Need resource for data cleansing
    • RIM1 synthesis themes (3)
      • Person identification
        • An issue that was very frequently cited …
        • Huddersfield - principal difficulty lies when members of staff enter their co-contributors details, meaning manual reconciliation of names
        • CRISPool used UK Learner Provider number as a prefix to institutional IDs
        • But see also … NAMES project, ORCID, etc.
      • CERIF issues:
        • Value of CERIF as a means of understanding the limitations of existing institutional data structures (BRIM)
        • General support for the EXRI conclusion that CERIF be used as the exchange format within the UK research information sector (CRISPool)
    • RIM1 synthesis themes (4)
      • Recording ‘soft’ measures like Impact
        • Recording impact is Increasingly important in justifying research funding (RCUK) and will play significant role in REF
        • However, RCUK requirements kept changing during project timeframe (Enquire)
      • Little evidence of collaborative working across the sector
        • Institutions developing or procuring their own solutions in isolation (Imperial College survey)
        • Corporate memories of bad experiences with older collaborative IT projects
    • JISC RIM2 - JISC Grant 15/10
      • Second phase of JISC RIM projects
        • February - July 2011
        • Main focus on CERIF and data alignment
      • 4 Projects:
        • BRUCE: Brunel Research Under a CERIF Environment (Lead partner: Brunel University) – presentation yesterday
        • IRIOS: Integrated Research Input and Output System (Lead partner: University of Sunderland) – presentation at Rome workshop
        • MICE: Measuring Impact under CERIF (Lead partner: Centre for e-Research, Kings College) – presentation this afternoon
        • CERIFy (Lead partner: UKOLN, University of Bath) – brief overview now …
    • CERIFy project (1)
      • CERIFy: Increasing engagement with CERIF in UK Higher Education
        • Funded as part of the 2nd phase of JISC’s Research Information Management programme (JISC Grant 15/10)
        • Lead partner: UKOLN, University of Bath
        • Partner: Trinity College Dublin
        • Pilot institutions: Aberystwyth University, University of Bath, University of Huddersfield, Queen’s University Belfast, Thomson Reuters
        • Very short-timescales (February - July 2011)
        • Aims:
          • Increasing engagement of the UK HE sector with CERIF (and CRIS more generally)
          • Evaluating, testing and demonstrating CERIF with four pilot UK HE institutions and one commercial organisation (Thomson Reuters)
    • CERIFy project (2)
      • Current activities:
        • Institutional site visits (now complete)
        • Data management workshop (CERIFy Data Surgery, Bath, 19-20 May 2011)
      • Proposed outputs:
        • Documenting the experiences of pilot institutions
          • CERIF Health Check, Institutional Readiness for CERIF report, etc.
          • Demonstrators for 2 institutions
        • Guidance for other UK HEIs
        • Website: http://cerify.ukoln.ac.uk/
    • Further information
      • UKOLN: http://www.ukoln.ac.uk/rim/
      • JISC infoNet: http://www.jiscinfonet.ac.uk/research
      • JISC RIM programme: http://www.jisc.ac.uk/whatwedo/ themes/informationenvironment/researchinfomgt.aspx
      • CERIFy project: http://cerify.ukoln.ac.uk/
    • Thank you for your attention!
      • Michael Day UKOLN, University of Bath Bath BA2 7AY United Kingdom
      • [email_address]
      • http://www.ukoln.ac.uk