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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

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UKOLN activities on research information management

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