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‘Current Research Information
Systems (CRIS): What are they
and what do they do?’
James Toon
Research Information Systems Manager, University of Edinburgh
17th March 2015
@jamestoon
This is a reasonable ‘starting point’…
…But far too simplistic really.
What is a CRIS?
1. Characterisation of a CRIS system
• Like to think of it as an academic CV representing the whole
institution
• Provides platform for integrated research information
management
• Provides services for both ‘top-down’ and ‘bottom up’
requirements of researchers and administrators
Picture of the current research capability and current research
activity being undertaken by an institution
People
Organisation/Subject
2. CRIS Scope
• Pre-award (funding discovery, applications management)
• Post-award (funding awarded, projects, management process)
• People (Academic attributes, profiles, CV’s, supervisions)
• Research outcomes (i.e. publications, press, patents, impact, research data)
• Professional activities and accolades (i.e. invited presentations,
peer/editorial review, prizes or awards)
• Student (i.e. workflows for thesis deposit)
• Research assessment and compliance
• Management information (KPI, metrics, bibliometrics)
Very broad in coverage, servicing institutional research needs;
3. Integrated architecture
Data in
• HR
• Finance
• Pre-award
• Student Systems
• IP/Licensing systems
• Press Office
Allows integration with corporate systems (such as HR and Finance) for
data that is managed as the ‘golden copy’ elsewhere in the institution
Data out
• Portals/Discovery services
• Institutional repositories
(inc. Data)
• Content Management
Systems
• Web Services
• CV’s
• Research assessment
CRIS
Workflows
Happy Users
Research Administrators
…Edinburgh Approach
Intermediate data (built in-house)
CRIS – the admin interface
Managed
via
Corporate
Systems
Edinburgh Research
Explorer
Web service layerPublished via
Content
synchronised via
HR, Finance
systems on
nightly basis
…The repository question
• Yes
• Known connectors in place for most repositories (Dspace, ePrints, Fedora
etc.)
• Carries some business and technical risks
• Repository functionality and services provided by most CRIS suppliers
• CRIS web portals for public access
• Additional ‘repository functions’ increasingly provided (DOI minting,
Preservation, OAI-PMH)
• Whether you should is entirely down to you…
Can a CRIS system connect to an external institutional repository?
Publications with
full text (open
access) content
available via
Edinburgh
Research
Explorer,
together with
information on
rights as
required.
Able to link
related
funding and
other content
types.
Coversheet to provide additional
information and rights detail
4. Integrated services and workflows
• Funding discovery
• Applications management
• Post award management
• Research outcomes management
• Research assessment
• Public access via web portal
• Web services/API
Content can be managed using complex workflows designed to meet
specific administrative and academic purposes (such as maintaining
publication record/REF/open access etc.)
…User communities – Edinburgh Experience
CRIS requires close collaboration between departments, which has the
benefit of breaking down functional silos. There are challenges however
with how to approach stakeholder management.
• Approaches are very different across
different subjects
• Research Information Management as a
profession
• University data governance – managing
the institutional data model
• Coordinating messages across
departmental teams to academic staff
• Introduction of new content types
• Managing expectations of academic staff
By Kim Traynor (Own work) [CC BY-SA 3.0 (http://creativecommons.org/licenses/by-sa/3.0)], via
Wikimedia Commons
5. Analysis of data
• What proportion of my School published
open access in accordance with policy x
• Show me the total editorial/peer review
activities undertaken by research staff in
high impact journals for my unit of
assessment
• We wish to develop our collaborations with
University X, who are the best people to
help us make initial contact, and which
subjects should we focus on
• What press coverage across my School
might provide evidence of impact
Content can be systematically analysed and is reportable
6. Data Connections
• Publication  Activity  Paper 
Impact
• Funding  Publications
• Project  Fundinga thru Fundingn with
associated outcomes
• Equipment  Research Data 
Publication
• Explore co-author networks
Content can be easily related to other content
7. Standardisation and data quality
• Content policies ie. Syntax for
describing external organisations
• Taxonomies for content type (i.e.
activities, impact evidence)
• Use of identifiers (i.e ORCID)
• Use of common data models (i.e. CERIF,
VIVO) allow for benchmarking and data
transfer
Content is consistent, well formed and subject to quality controls
…Data quality – Edinburgh Experience
Keeping on top of maintenance chores a BIG job,
made more complex by having a CRIS.
For example, on top of dealing with management of
outcomes data we have to curate and disambiguate;
• 50398 external organisations
• 144976 external persons
• 10320 journals
• 3768 publishers
8. Content is available for reuse
• Aim to be ‘one stop shop’ for researchers
and research managers
• Use in CV’s for promotion, review, proposal
• Use in press releases and news items (deep
linking)
• Re-use in promoting activity and
developing impact
• Re-use for web applications and
school/college websites
• Use for research strategy
Content is accessible for multiple institutional purposes, reducing
duplication of entry
Event
Activity
PersonPaper
impact
9. Content is marketable
• Promotion of University
research capability via
dedicated portals
• Aggregate view of research
for public, press, potential
staff/students
• Content can be delivered for
specific community purposes
• Content accessible via
discovery services or via web
API/OAI-PMH
Content is capable of selling the institutional research capability
Content added to
the CRIS is
available publicly
via the Edinburgh
Research
Explorer.
10. Content for external usage
• Research assessment (REF)
• Compliance reporting (i.e. RCUK)
• Statistical Reporting (HESA)
• Collaboration between institutions
• As part of national/international aggregation
systems
Content is transportable – can be used to submit to external sources
in an interoperable format
Thank You for listening.
Any Questions?
Please feel free to email me at anytime on james.toon@ed.ac.uk
if you need any further information

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UKSG webinar - Current Research Information Systems (CRIS): What are they and what do they do?

  • 1. ‘Current Research Information Systems (CRIS): What are they and what do they do?’ James Toon Research Information Systems Manager, University of Edinburgh 17th March 2015 @jamestoon
  • 2. This is a reasonable ‘starting point’… …But far too simplistic really. What is a CRIS?
  • 3. 1. Characterisation of a CRIS system • Like to think of it as an academic CV representing the whole institution • Provides platform for integrated research information management • Provides services for both ‘top-down’ and ‘bottom up’ requirements of researchers and administrators Picture of the current research capability and current research activity being undertaken by an institution People Organisation/Subject
  • 4. 2. CRIS Scope • Pre-award (funding discovery, applications management) • Post-award (funding awarded, projects, management process) • People (Academic attributes, profiles, CV’s, supervisions) • Research outcomes (i.e. publications, press, patents, impact, research data) • Professional activities and accolades (i.e. invited presentations, peer/editorial review, prizes or awards) • Student (i.e. workflows for thesis deposit) • Research assessment and compliance • Management information (KPI, metrics, bibliometrics) Very broad in coverage, servicing institutional research needs;
  • 5. 3. Integrated architecture Data in • HR • Finance • Pre-award • Student Systems • IP/Licensing systems • Press Office Allows integration with corporate systems (such as HR and Finance) for data that is managed as the ‘golden copy’ elsewhere in the institution Data out • Portals/Discovery services • Institutional repositories (inc. Data) • Content Management Systems • Web Services • CV’s • Research assessment CRIS Workflows Happy Users Research Administrators
  • 6. …Edinburgh Approach Intermediate data (built in-house) CRIS – the admin interface Managed via Corporate Systems Edinburgh Research Explorer Web service layerPublished via Content synchronised via HR, Finance systems on nightly basis
  • 7. …The repository question • Yes • Known connectors in place for most repositories (Dspace, ePrints, Fedora etc.) • Carries some business and technical risks • Repository functionality and services provided by most CRIS suppliers • CRIS web portals for public access • Additional ‘repository functions’ increasingly provided (DOI minting, Preservation, OAI-PMH) • Whether you should is entirely down to you… Can a CRIS system connect to an external institutional repository?
  • 8. Publications with full text (open access) content available via Edinburgh Research Explorer, together with information on rights as required. Able to link related funding and other content types. Coversheet to provide additional information and rights detail
  • 9. 4. Integrated services and workflows • Funding discovery • Applications management • Post award management • Research outcomes management • Research assessment • Public access via web portal • Web services/API Content can be managed using complex workflows designed to meet specific administrative and academic purposes (such as maintaining publication record/REF/open access etc.)
  • 10. …User communities – Edinburgh Experience CRIS requires close collaboration between departments, which has the benefit of breaking down functional silos. There are challenges however with how to approach stakeholder management. • Approaches are very different across different subjects • Research Information Management as a profession • University data governance – managing the institutional data model • Coordinating messages across departmental teams to academic staff • Introduction of new content types • Managing expectations of academic staff By Kim Traynor (Own work) [CC BY-SA 3.0 (http://creativecommons.org/licenses/by-sa/3.0)], via Wikimedia Commons
  • 11. 5. Analysis of data • What proportion of my School published open access in accordance with policy x • Show me the total editorial/peer review activities undertaken by research staff in high impact journals for my unit of assessment • We wish to develop our collaborations with University X, who are the best people to help us make initial contact, and which subjects should we focus on • What press coverage across my School might provide evidence of impact Content can be systematically analysed and is reportable
  • 12. 6. Data Connections • Publication  Activity  Paper  Impact • Funding  Publications • Project  Fundinga thru Fundingn with associated outcomes • Equipment  Research Data  Publication • Explore co-author networks Content can be easily related to other content
  • 13. 7. Standardisation and data quality • Content policies ie. Syntax for describing external organisations • Taxonomies for content type (i.e. activities, impact evidence) • Use of identifiers (i.e ORCID) • Use of common data models (i.e. CERIF, VIVO) allow for benchmarking and data transfer Content is consistent, well formed and subject to quality controls
  • 14. …Data quality – Edinburgh Experience Keeping on top of maintenance chores a BIG job, made more complex by having a CRIS. For example, on top of dealing with management of outcomes data we have to curate and disambiguate; • 50398 external organisations • 144976 external persons • 10320 journals • 3768 publishers
  • 15. 8. Content is available for reuse • Aim to be ‘one stop shop’ for researchers and research managers • Use in CV’s for promotion, review, proposal • Use in press releases and news items (deep linking) • Re-use in promoting activity and developing impact • Re-use for web applications and school/college websites • Use for research strategy Content is accessible for multiple institutional purposes, reducing duplication of entry Event Activity PersonPaper impact
  • 16. 9. Content is marketable • Promotion of University research capability via dedicated portals • Aggregate view of research for public, press, potential staff/students • Content can be delivered for specific community purposes • Content accessible via discovery services or via web API/OAI-PMH Content is capable of selling the institutional research capability Content added to the CRIS is available publicly via the Edinburgh Research Explorer.
  • 17. 10. Content for external usage • Research assessment (REF) • Compliance reporting (i.e. RCUK) • Statistical Reporting (HESA) • Collaboration between institutions • As part of national/international aggregation systems Content is transportable – can be used to submit to external sources in an interoperable format
  • 18. Thank You for listening. Any Questions? Please feel free to email me at anytime on james.toon@ed.ac.uk if you need any further information