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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

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

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

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