Cerif For Uk Research Information Systems 20090608

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

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


CCLRC-RAL Site


Agenda

• Synthesis


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


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


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.


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


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


Outputs

Researcher
Researcher
CV
CV Reports to Funder

Management
Management
Research
Research
information
information
Bibliography
Bibliography Commercial
output report

Equipment use


Agenda

• Synthesis


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)


Institution Books

Person / CV Publisher Event
Research
Group Patent

Project
Equipment Journal/article


Funding
Programme
PROJECT
PERSON ORGUNIT

Contact
Results
Publication
Results
Patent General
Skills
Results Facility

CV Product Particular
Event Equipment
Service
Prize/Award
Classification


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


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


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


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


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


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)


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


Agenda

• Synthesis


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)


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)


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

Agenda

• Synthesis


CERIF-CRIS at One
Organisation

Managing Research
Information at a
researching or
CERIF-CRIS research funding
organisation:
decision support


CERIF-CRIS at One
Organisation

With associated
scholarly publications
providing deeper
CERIF-CRIS information on the
research; metadata in
the CERIF-CRIS

Publication
repository


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)

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


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


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

CERIF-CRIS at One
Organisation

Directory
Services

And directory services
to control research
workflow, messaging,
CERIF-CRIS authentication,
authorisation, access

Publication Finance
repository system


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

Publication Finance
repository system


CERIF-CRIS at One
Organisation

Web pages Directory
Services

This is fine for one
organisation but
CERIF-CRIS research is
international, so…

Publication Finance
repository system


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.

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


….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


Roles of CERIF-CRIS: Re-
iteration
• Research information system for decision-support


iteration
• Metadata (index) to scholarly publications (white and
grey) in a repository


iteration
• Metadata (index) to scholarly publications (white and grey) in a repository
• Metadata (index) to research datasets and software in a
repository


iteration
• Metadata (index) to research datasets and software in a repository
• Access view to financial information of an organisation


iteration
• Access view to human resource information of an
organisation


iteration
• Access view to human resource information of an organisation
• Access view to project management information of an
organisation


iteration
• Access view to project management information of an organisation
• (and to other relevant organisation systems)


iteration
• Provision of directory service information for
authentication, authorisation, workflow, cooperative
working…


iteration
• 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


iteration
• 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


Take-Home Message

Make the CERIF-CRIS the centre
of the research organisation to
a) Integrate all other systems
b) Interoperate with external
systems


Agenda

• Synthesis


The R&D Process: Recording

Workprogramme
CRIS
Proposal DATABASE

Project

Results

Exploitation

WealthCreation

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

Agenda

• Synthesis


Overall : The Way Forward
Forward

SCIENTIFIC DATASETS PUBLICATIONS

Data CRIS Data

Information Management of Research Information

Knowledge Knowledge


Forward

Portal with knowledge-assisted user interface

CRIS
Data Data
Management of Research
Information CDR Information
(CERIF)
Knowledge Knowledge

Digital Curation Facility


Forward



Data Data

Information Information
metadata
Knowledge Knowledge



Forward



Data Data
publish
metadata validate
Knowledge Knowledge



Forward
Ambient, Pervasive Access



Data Data
publish
metadata validate
Knowledge Knowledge


GRIDs


Prof. Keith G Jeffery

President, euroCRIS

www.eurocris.org

Cerif For Uk Research Information Systems 20090608

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