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Adoption of ORCID by FCT 
João Mendes Moreira 
25-Set-14 1
Agenda 
• Two stories, one communality 
• Work in progress 
• Conclusions 
• Future plans 
25-Set-14 2
Story #1 
PTCRIS: national ecosystem 
for research management 
25-Set-14 3
Background 
FCT- FCCN 
merger 
WG created 
Consultancy 
Diagnosis 
(processes & IT) 
Improvement 
opportunities 
Recommend...
Mission 
Ensure the creation and sustained development of 
national integrated information ecosystem (PTCRIS) to 
support ...
Goals 
1. Define the regulatory framework to adopt the various 
systems 
2. Coordinate FCT’s systems integration in accord...
The eco-system 
CRIS – Current Research Information Systems 
Academic 
expertise 
Organizations 
database 
Scientific 
equ...
Standards 
Aligned: 
• H2020 
• Digital ERA fórum 
• RDA 
PT-CRIS 
Data model 
Dictionary / Interop. 
Ontologies 
Research...
Strategy - Priorities 
Academic exp. 
Organizations 
database 
Grant Manag. 
Outcomes / 
outputs 
Scientific equipt 
Resea...
1 - Outputs 
An output should be registered only once and reused 
multiple! 
Equipment 
Project 
OOrrggaanniizzaattiioonn ...
2 - People, skills and CV 
One person, their skills and CV should be Registered 
only once and reused multiple! 
Equipment...
3 – Organizations, 4 - equipment 
Creation of databases authoritative of organizations 
and equipment 
Equipment 
Project ...
5 - PTCRIS Foundations 
“Point of truth" normalized database. 
BD 
CERIF 
Legacy 
systems 
Key 
Performance 
Indicators 
(...
Story #2 
FCT’s Research Unit’s 
evaluation (bibliometric study) 
25-Set-14 14
Background 
• FCT organizes regular reviews of national R&D 
institutions (defines amount to be paid to institutions 
in t...
The process 
• Production of documentation (FAQs and instructions) 
• National helpdesk number and e-mail (available for 
...
ORCID Ids creation 
25-Set-14 17
Results 
• > 90% 
• 14000 out of 15000 Researchers 
• 90% of indexed scientific output was registered (last 
five years) 
...
Work in progress 
• Interoperability model 
• “ORCIDification” of national systems 
– Grant management 
– National CV plat...
Future work 
• Involve HEI and Research labs in order to adopt ORCID 
locally 
• Develop reporting tool (to report scienti...
Conclusions 
• Perfect match between PTCRIS and ORCID adoption 
for the Research Unit evaluation bibliometric study 
• PID...
Backup slides 
25-Set-14 22
Interoperability matrix 
25-Set-14 23 
ORCID non ORCID
Implementation stage 
25-Set-14 24 
0 Negociação 
1 Planeadas 
2 Em curso 
3 Operacionais 
Ferramenta 
Tipo 
Portal 
(RCAA...
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Adoption of ORCID by FCT- João Mendes Moreira September 25th 2014

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Adoption of ORCID by FCT- João Mendes Moreira September 25th 2014

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Adoption of ORCID by FCT- João Mendes Moreira September 25th 2014

  1. 1. Adoption of ORCID by FCT João Mendes Moreira 25-Set-14 1
  2. 2. Agenda • Two stories, one communality • Work in progress • Conclusions • Future plans 25-Set-14 2
  3. 3. Story #1 PTCRIS: national ecosystem for research management 25-Set-14 3
  4. 4. 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 Workshop Expert group Technical studies for reference model definition Reference model Strategic plan Go FCT Board Ministry Mobilization & Implementation Today 25-Set-14 4 Apr/2013 Apr-Jun 2013 Jun 2013 Jul-Dez 2013 Apr 2014
  5. 5. Mission Ensure the creation and sustained development of national integrated information ecosystem (PTCRIS) to support research management 25-Set-14 5
  6. 6. Goals 1. Define the regulatory framework to adopt the various systems 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 legal framework 4. Support and disclose in community the use of the systems of the PT-CRIS. 25-Set-14 6
  7. 7. The eco-system CRIS – Current Research Information Systems Academic expertise Organizations database Scientific equipment Statistics Funding database Grant management Outcomes / outputs Reserach news Research ethics Research portal 25-Set-14 7
  8. 8. Standards Aligned: • H2020 • Digital ERA fórum • RDA PT-CRIS Data model Dictionary / Interop. Ontologies Researcher Id Org Id 25-Set-14 8
  9. 9. Strategy - Priorities Academic exp. Organizations database Grant Manag. Outcomes / outputs Scientific equipt Research portal Research news Research ethics Statistics Evaluation Fed. CRIS Syst. Risk Impact Cost 25-Set-14 9
  10. 10. 1 - Outputs An output should be registered only once and reused multiple! Equipment Project OOrrggaanniizzaattiioonn Service Financing Patent Skills CV Product Event Person Rating ( Semantics) Publication ORCID National Registry CV Grant mng Int. sources Thesis& Dissert. Repositories journals 25-Set-14 10
  11. 11. 2 - People, skills and CV One person, their skills and CV should be Registered only once and reused multiple! Equipment Project OOrrggaanniizzaattiioonn Service Financing Patent Skills CV Product Event Person Rating ( Semantics) Publication CV FCT Grants Research Portal 25-Set-14 11
  12. 12. 3 – Organizations, 4 - equipment Creation of databases authoritative of organizations and equipment Equipment Project OOrrggaanniizzaattiioonn Service Financing Patent Skills CV Product Event Person Rating ( Semantics) Publication 25-Set-14 12
  13. 13. 5 - PTCRIS Foundations “Point of truth" normalized database. BD CERIF Legacy systems Key Performance Indicators (BI) Operational reports (Excel ODBC) APIs (CERIF) New systems (comercial) New Systems (home made) 25-Set-14 13
  14. 14. Story #2 FCT’s Research Unit’s evaluation (bibliometric study) 25-Set-14 14
  15. 15. Background • FCT organizes regular reviews of national R&D institutions (defines amount to be paid to institutions in the next 5 / 6 years) • Bibliometric analysis to support review exercise • ORCID was one of the tools chosen for this exercise 25-Set-14 15
  16. 16. The process • Production of documentation (FAQs and instructions) • National helpdesk number and e-mail (available for units responsible only) • Three stages – ORCID registration and unit association – ORCID articles (Scopus to ORCID Wizard) – Verification and corrections 25-Set-14 16
  17. 17. ORCID Ids creation 25-Set-14 17
  18. 18. Results • > 90% • 14000 out of 15000 Researchers • 90% of indexed scientific output was registered (last five years) 25-Set-14 18
  19. 19. Work in progress • Interoperability model • “ORCIDification” of national systems – Grant management – National CV platform – OA platforms (DSpace, OJS, Portal) • Uberwizard agreement (to import grants to ORCID) • CERIF “point of truth” database (ORCID compatible) 25-Set-14 19
  20. 20. Future work • Involve HEI and Research labs in order to adopt ORCID locally • Develop reporting tool (to report scientific output) based on ORCID • Implement OA mechanisms and tools • Develop research portal (VIVO based) - ORCID compatible • Continue to leverage ORCID in processes and systems (ORCID assertions, ORCID and AAI) • Do nothing … and benefit from other’s integrations 25-Set-14 20
  21. 21. Conclusions • Perfect match between PTCRIS and ORCID adoption for the Research Unit evaluation bibliometric study • PIDs are great but make much more sense with added value services (i.e.: integration) • ORCID adoption requires an holistic action view (stakeholders, communication, support, technical) • Full adoption requires hard work but you are not alone … 25-Set-14 21
  22. 22. Backup slides 25-Set-14 22
  23. 23. Interoperability matrix 25-Set-14 23 ORCID non ORCID
  24. 24. Implementation stage 25-Set-14 24 0 Negociação 1 Planeadas 2 Em curso 3 Operacionais Ferramenta Tipo Portal (RCAAP) OJS (RCAAP) DSPACE (RCAAP) RENATES Authenticus Novo DeGois Local CRIS Grant Mng % Import 2 1 1 0 1 2 39% Export ? 1 ? 1 33% Sync 2 ? 2 1 ? 56% Id 2 1 1 1 3 1 ? 3 57% XML 2 3 1 1 1 ? 1 50% % 67% 33% 56% 33% 50% 33% 58% Sistemas PTCRIS PTCRIS 1 ORCID DSpace SWORD2 (Metadados+Fulltext) CERIF-XML

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