Pt cris-casrai-rome-16-may-2014-v1

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PT-CRIS aims to ensure the creation and sustained development of an national integrated information ecosystem to support scientific activity developed in Portugal according to the best international standards and practices

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Pt cris-casrai-rome-16-may-2014-v1

  1. 1. Research information systems: from global to national (PT-CRIS) João Mendes Moreira PT-CRIS CASRAI Europe ReConnect14
  2. 2. Agenda • Background • CRIS Global perspective • PT-CRIS • Cooperation PT-CRIS
  3. 3. Background FCT- FCCN merger WG created Consultancy Diagnosis (processes & IT) Improvement opportunities Recommendations •6 short/medium term •1 long term (PT-CRIS) FCT Workshop PT-CRIS further studies approved PT-CRIS Workshops Expert group Technical studies for reference model definition Reference model Strategic plan Go FCT Board Ministry Mobilization PT-CRIS Today Studies and strategy Realization Collaboration
  4. 4. Research organizations Investment opportunities Projects Publications Patents Equipment Governments Financiers Researchers Editors Libraries Data centres Research institutions Industry Products Research data Facilities The research information space Researchers Source: EUROCRIS.org
  5. 5. PT-CRIS HOW?
  6. 6. Background - goals • Reference Architecture • Components / modules to support • Interoperability (IRs, CRIS, Other scientific SI systems) • Norms and standards (data model, interfaces)
  7. 7. Agenda • Background • CRIS Global perspective – State of the art studies – Surveys – Standards • PT-CRIS • Cooperation PT-CRIS
  8. 8. Background - 1st workshop deliverables Deliverable Responsável D2.1 – Eco-systems FCT D2.2 – Academic expertise (CVs) DeGóis D2.3 – CRISs UP D2.4 – Outputs/Outcomes SDUM / Authenticus D2.5 – Guidelines and standards DeGóis D2.6 – Organizations management DGEEC
  9. 9. Agenda • Background • CRIS Global perspective – State of the art studies – Surveys – Standards • PT-CRIS • Cooperation PT-CRIS
  10. 10. Survey eco - design • Institution profile • Services • Services dimension (national, federated, local) • Protocols and standards • Interoperability • Logical architecture • SWOT • Full slide deck available at: http://pt.slideshare.net/JooMoreira3/ptcris-eurocris-2013 CRIS-PT
  11. 11. Survey eco – institution profile Country TLD Suisse CH Check Republic CZ Portugal PT Spain ES Sweden SE Slovak Republic SK Netherlands NL Brazil BR CRIS-PT Trends, not certainties!
  12. 12. Survey eco – institution profile CRIS-PT Organization Name Organization type Funding Agency Research Library Govern. Data Archive Swiss National Science Foundation SNSF X Office of the Government of the Czech Republic, Research and Development and Innovation Council X Foundation for Science and Technology X X SPANISH FOUNDATION FOR SCIENCE AND TECHNOLOGY (FECYT) X Swedish Research Council X Slovak Centre of Scientific and Technical Information (SCSTI) X X Conselho Nacional de Desenvolvimento Científico e Tecnológico – CNPq X Data Archiving and Networked Services – DANS X X 4 1 2 3 1
  13. 13. Survey eco - Services CRIS-PT CRIS Academic expertise Organizations database Scientific equipment Project database Grant management Outcomes / outputs Reserach news Research ethics Research portal
  14. 14. Survey eco - Services CRIS-PT CRIS Academic expertise Organizations database Scientific equipment Statistics Project database Grant management Project call Evaluation Outcomes / outputs Scientific Journals Reserach news Research ethics Research portal Research data
  15. 15. Survey eco - services CRIS-PT 0 1 2 3 4 5 6 7 8 9
  16. 16. Survey eco - dimension CRIS-PT Service /data Dimension National Federated Local (institutional) CH CZ PT ES SE SK NL BR Total CH CZ PT ES SE SK NL BR Total CH CZ PT ES SE SK NL BR Total Academic expertise (CVs) X X D X X X 6 0 X X X Y X X 6 Organizations database X D X X 4 0 X X 2 Scientific equipment X 1 0 X 1 Grant management X X 2 D 1 X X X 3 Outcomes /outputs X X X X X X X 7 X X X 3 X X X X X X 6 Project database X X X X X 5 X X 2 X X X 3 Research portal X X X D X X 6 X 1 X X X 3 Research news X X X X X 5 0 X X X 3 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 33
  17. 17. Survey eco - Interoperability CRIS-PT Data providers Datacollectors Service AE (CVs) Org.DB Grant management Outcomes /outputs Project DB External Sources Scientific equip. Total Academic expertise (CVs) 3 3 3 5 2 4 1 21 Organizations database 1 1 2 2 2 1 9 Grant management 3 3 1 1 1 9 Outcomes /outputs 2 3 3 3 3 14 Project database 2 4 1 2 2 2 1 14 External Sources 1 1 2 Scientific equipment 2 1 3 Research portal 1 3 3 3 2 2 14 Research news 1 1 1 3 Research ethics 0 Other - project calls 1 1 other - Statistics survey of research potencial 2 1 1 1 5 other - Qvaluation of quality of science 1 1 2 Total 12 24 9 20 14 14 4
  18. 18. Survey – Architecture - SE CRIS-PT
  19. 19. Survey eco - other • 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) • Most of the responders indicated some form of CERIF use PT-CRIS
  20. 20. Agenda • Background • CRIS Global perspective – State of the art studies – Surveys – Standards • PT-CRIS • Cooperation PT-CRIS
  21. 21. Standards – data model Equipamento ProjetoProjeto OrganizaçãoOrganização Serviço Financiamento Patente Skills CV Produto Evento PessoaPessoa Classificação (Semântica ) Classificação (Semântica ) Publicação
  22. 22. Standards – dictionary
  23. 23. Standard – VIVO - Ontologies
  24. 24. Standards – VIVO - Ontologies
  25. 25. Identifiers PT-CRIS To be confirmed
  26. 26. Agenda • Background • Survey • Conclusions • PT-CRIS – The program – Next Steps • Cooperation PT-CRIS
  27. 27. Strategy CRIS-PT • Vision and mission • Goals • Principles • Fields of activity • Service architecture • Organization of the program PT-CRIS
  28. 28. Strategy - Vision PT-CRIS EXCELLENCE | KNOWLEDGE| IMPACT
  29. 29. Excellence, Knowledge and impact in research information systems PT-CRIS
  30. 30. Mission Ensure the creation and sustained development of an national integrated information ecosystem to support scientific activity developed in Portugal according to the best international standards and practices CRIS-EN
  31. 31. Goals 1. Define the regulatory framework to adopt 2. Coordinate FCT’s systems integration in accordance with the regulatory framework 3. Coordinate external systems integration with FCT (National and International) according to the regulatory framework 4. Support and disclose within the community the use of the PT-CRIS systems. EN-CRIS
  32. 32. Strategy - Principles • Services can be provided centrally or using a decentralized system. • Existing services will be used wherever possible. If necessary, these services will be expanded in order to provide a national service. • The services are easy, intuitive, efficient and effective to use. • Only services which meet the needs of education and research will be implemented. • The shared services will enable cost optimization. CRIS-PT
  33. 33. Strategy - Principles • The sustainability of the services is of vital importance. • The entire life cycle of scientific information will be covered by the services available. • The legal constraints will be observed. When the appropriate bases are missing, the program must initiate their creation. • The services are guided by national and international standards and best practices. • There is central governance with clearly defined interfaces and standards. • The services will be made available through defined interfaces and standards in order that they can be used autonomously by the organizations. CRIS-PT
  34. 34. Fields of activity National and Internacional CRIS (Local: SIGARRA, FENIX, outros) (European Union, ScienTI Network, etc) PT-CRIS Academic expertise Organizations Database Scientific Equipement KPI /Bibliometrics Project database Grant management Outcomes / outputs Research news Research ethics Research portal O PT-CRIS is a eco-system of CRIS systems!
  35. 35. Portal Solutionarchitecture Business Intelligence Function Research news Research ethics Grants management Research projects Research results Architecture - Digital ecosystem for research information Nationalservices Research ethics Research news Expert service Outcomes / outputs Grants mgmt Organizations database Academic expertise Federated services Projekt (EKO m.fl.) Projekt (EKO m.fl.) Outcomes / outputs Local Services Ansökningar (Prisma) Ansökningar (Prisma) Ansökningar (Prisma) Ansökningar (Prisma) Projekt (lokala) Övriga Projekt (EKO m.fl.) News (local) Ansökningar (Prisma) Grants mgmt (local) funders Projects database (local) Publikationer (EKO m.fl.) Outcomes / outputs Projects database Academic expertise Research portal Statistics Outcomes / outputs CRISs CRISs Scientific equipment
  36. 36. Organization Program Steering committee Program management Expert Committee / Architecture Project management Implementation project 1 Implementation project 2 Implementation project n
  37. 37. Organization Program Program management Bibliometria / Authenticus / BI Grupo FCT + UP DeGóis UM / DSI RCAAP UM/SDUM Equipamento científico Gestão Organizações DGEEC FCT-SIG, PCT EN-CRIS Principles Reuse services Partnerships Sustainability Interoperability Coordination
  38. 38. Standards PT-CRIS Data model Dictionary / Interop. Ontologies Researcher Id Organizations Id
  39. 39. Conclusions PT-CRIS is key stone for science and technology management because: – Aims to integrate the constituent systems creating a open ecosystem, from which all stakeholders can easily benefit from and contribute to, bringing advantages to all. – Aims to place Portugal in frontline countries with CRIS more developed and aligned with standards and best practices EN-CRIS
  40. 40. Conclusions PT-CRIS will promote excellence of science in Portugal, by giving greater visibility for all national and international, stakeholders, facilitating management and production of science and innovation processes, through easier access to authoritative, complete and reliable information . EN-CRIS
  41. 41. Agenda • Background • Survey • Conclusions • PT-CRIS – The program – Next Steps • Cooperation PT-CRIS
  42. 42. Strategy - Priorities PT-CRIS Academic exp. Organizations database Grant Manag. Outcomes / outputs Scientific equipt Research portal Research news Research ethics Statistics Evaluation Fed. CRIS Syst. Risk Impact Cost
  43. 43. Priorities 12 to 18 months (after mobilization) Equipment ProjectProject OrganizationOrganization Service Financing Patent Skills CV Product Event PersonPerson Rating (Semantics ) Rating (Semantics ) Publication
  44. 44. 1 - Outputs An output should be registered only once and reused multiple! Equipment ProjectProject OrganizationOrganization Service Financing Patent Skills CV Product Event PersonPerson Rating (Semantics) Rating (Semantics) Publication ORCID Biblometrics CV Grant mng Int. sources Thesis& Dissert. Repositories journals
  45. 45. 2 - People, skills and CV One person, their skills and CV should be Registered only once and reused multiple! Equipment ProjectProject OrganizationOrganization Service Financing Patent Skills CV Product Event PersonPerson Rating (Semantics) Rating (Semantics) Publication CV IRs Bibliom. FCT Grants Research Portal
  46. 46. 3 – Organizations, 4 - equipment Creation of databases authoritative of organizations and equipment Equipment ProjectProject OrganizationOrganization Service Financing Patent Skills CV Product Event PersonPerson Rating (Semantics) Rating (Semantics) Publication
  47. 47. 5 - Foundations PT-CRIS in FCT “Point of truth" normalized database. BD CERIF Legacy systems Key Performance Indicators (BI) Operatinal reports (Excel ODBC) APIs (CASRAI) New systems (comercial) New system (home made Opensource)
  48. 48. Agenda • Background • Survey • Conclusions • PT-CRIS • Cooperation PT-CRIS
  49. 49. Discussion / cooperation! (1/3) • Organizations – Is the adoption of standards for Organizations management enough? – Need for clear governance (registry/registrar)? – Need for information systems (ex: names)? – Are ISNI and Ringhold services mature? PT-CRIS
  50. 50. Discussion / cooperation! (2/3) • Normalized database – CERIF + CASRAI + ORCID + VIVO: when? – Are there APIs available for handling CASRAI “items” materialized in a CERIF DB? – Are there plans to validate CERIF / CASRAI XML? PT-CRIS
  51. 51. Discussion / cooperation! (3/3) • Scientific equipment – Prospective studies are under way. – The number of research infrastructures is small when compared to orgs or researchers – Should the system be local / national or should it be international and follow a decentralized approach? PT-CRIS
  52. 52. Cooperation is power! PT-CRIS
  53. 53. www.fct.pt EXCELLENCE | KNOWLEDGE| IMPACT 2º Workshop CRIS-PT

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