cris-ir interoperability - coar · cris-ir tg the cris-ir task group aims at furthering the science...

COAR Annual Meeting, Istanbul, May 7-8th 2013 Anna Clements, University of St Andrews & euroCRIS

CRIS-IR interoperability

Anna Clements [email protected]

Executive Board member for Communications, euroCRIS

Enterprise Architect, University of St Andrews, UK

Slides reproduced from presentations by euroCRIS members :

Keith Jeffery, Brigitte Joerg, Anna Clements

University of St Andrews Library, Jackie Proven & Janet Aucock

www.eurocris.org

http://www.st-andrews.ac.uk

http://www.eurocris.org


Proposed workshop structure

• CRIS, CERIF and euroCRIS

• Group discussion

• Should CRIS & IR interoperate?

• Models for interoperation

• Barriers to interoperation

• Priorities – Top 3 – next 12 months




What is a CRIS?

“a Current Research Information System, commonly known as "CRIS", is any information tool dedicated to provide access to and disseminate research information” (www.eurocris.org)

A CRIS consists of

• a data model describing objects of interest to R&D

• a tool or set of tools to manage the data




What is research information?

Information about :

• Researchers

• Organisations (who Carry out, Fund, Publish, Commercialise, Benefit from: RESEARCH)

• Funding Programmes & Calls

• Projects (Proposed, Ongoing, Completed)

• Publications, Patents, Data, Products

• Impact (Indicators and Measures)

• Facilities, Equipment, Services

• Addresses, Geographic Bindings, Languages

• And their Relationships




Who needs Research Information?

Research

Information

Funding Organisations

Researchers

Research Organisations

Decision Makers

Project Managers

Publishers

Enterprises

Intermediaries / Brokers

Media

Educatio

n

General Public

visibility, finding collaborations,

competitors, CV generation

performance,

strategic

decisions,

priorities,

bench-,marking

integration of relevant

findings into lectures

and training

finding research results of

potential market or innovative value

distribution and

communication

information and education,

interest

finding reviewers, editors

distribution of programmes

evaluation of results, finding reviewers

finding information

for participation in projects,

partnerships, usage of results

integration and interoperability

strategic management

overview of ongoing activities

Libraries acquisition, dissemination




Questions we want to support

• How many articles has author X published in 2011 as a first author?

• How many times have articles by author X been cited by the end of the

previous year?

• Did author X publish with institutionally external authors?

• In how many FP7 projects does/did organisation Z participate?

• How many publications have resulted from project Y?

• How many people have been employed in the course of FP7 projects from

the 1st call in the New Member States?

• How many PhD students have participated in national research projects in

country C? In which countries have they earned their masters degrees?

• How many women have been involved in FP7 projects?

• How often have articles in journal A been requested in 2010?

• How many articles have been published in field B?




Model Levels

Conceptual Level (Specification) Concepts relevant for the research domain and their relationships

Logical Level (ER Model) Entities and their relationships

Physical Level (Database Scripts) Data Definition commands for the database

Semantic Layer (Declared Semantics) A formalized controlled vocabulary describing a general contextual semantics of the research domain inline with the conceptual, logical and machine description

Equipment

Project Project

Organisation Organisation

Service

Funding

Patent

Skills

CV

Product

Event

Person Person

Classif ication

( Semantics )

Classif ication

( Semantics )

Publication

SQL Script

-----------------------

CREATE Table cfPers

CREATE Table cfProj

CREATE Table cfOrgUnit




The CERIF Evolution

1987 1991

CERIF 91

PROJECT

2000

CLASSIFICATION

RESULTS EQUIPMENT

PROJECT

OrgUnit PERSON

EXPERTISE Roles

CERIF 2000 Model

- Networking of DBs

- Exchange of Records

- EC Recommendation to

Member States

- Data Model

- Multilinguality

- Controlled Vocabulary

- Roles / Types

- User-driven

- EC Recommendation to

Member States

ProjectProjectOrganisationOrganisation

Service

Funding Programme

Patent

Skills

CV

Product

Event

PersonPerson

Classification

(Semantics)

Classification

(Semantics)

Publication

Equipment

2ndLevel

Base

Language Semantics

Link

CERIF 2006 / 2008

Model

- Data Model

- Model Normalization

- Robust/Consistent Structure

- Extensible Structure

- Semantic Layer

- XML Exchange Specification

- Elaboration on Publication

- CERIF Core Semantics (2008 1.2)

2006 2008 2012

Measurement GEO

Citation

CV

Prize

Qualification

ExpertiseAndSkills

Equipment

Facility

Funding

Service

ElectronicAddresse

PostalAddress

Country

Currency Language

Event

Metrics

ResultProduct

ResultPublication

ResultPatent ResultProduct

ResultPublicationResultPublication

ResultPatent

Person OrganisationUnit

Project

PersonPerson OrganisationUnitOrganisationUnit

ProjectProject

Indicator Measurement

2ndLevel

Base

CERIF 1.3

Semantics Language

Link Infrastructure

- Data Model

- Infrastructure

- Facility, Equipment, Service

- Measurement & Indicator

- Entities and Link Tables

- Geographic Bounding Box

- CERIF 1.3 Vocabulary

- UUIDs

- Terms

- Schemes

- CERIF 1.4 new XML format

- CERIF 1.5 Federated Identifiers

CERIF 1.5

CERIF 1.4 (XML)

CERIF 1.3

F

O

R

M

A

L

S

E

M

A

N

T

I

C

S

+ Linked

Data

Similar Ideas

UN/UNESCO

OECD

CODATA

EU

Working

Group on

Research

Databases

workshop

Acronym : ERGO

Participants : Keith

Jefffery, Anne Asserson,

Rutherford Appleton

Lab, Univ Bergen,, many

more

2002




CERIF 2008

Equipment

Project Project Organisation Organisation

Service

Funding

Patent

Skills

CV

Product

Event

Person Person

Classification

( Semantics )

Classification

( Semantics )

Publication




CERIF 1.5 (the current version)




Worked example …

• How many articles has author X published in 2011 as a first author?

• How many times have articles by author X been cited by the end of the

previous year?

• Did author X publish with institutionally external authors?

• In how many FP7 projects does/did organisation Z participate?

• How many publications have resulted from project Y?

• How many people have been employed in the course of FP7 projects from

the 1st call in the New Member States?

• How many PhD students have participated in national research projects in

country C? In which countries have they earned their masters degrees?

• How many women have been involved in FP7 projects?

• How often have articles in journal A been requested in 2010?

• How many articles have been published in field B?




Worked example …

Steps Who, what involved CERIF

Get funding Funder, Funding call,

Investigators, Research

Organisations, Collaborators,

Money

cfOrgUnit, cfFunding,

cfPerson, cfOrgUnit,

cfPerson/cfOrgUnit,

cfFunding

Do research Project, Researchers,

Organisations, Equipment,

Facilities, Data, Services

cfProject, cfPerson,

cfOrgUnit, cfEquipment,

cfFacility, cfProduct,

cfService

Produce article Article, (Co-)authors, Publisher,

Journal, Money

cfResPubl, cfPerson,

cfOrgUnit, cfResPubl,

cfFunding

Report

compliance

Article, OA Status, DOI/URL,

Publisher, Project(s), Funder(s),

Amount(s), Data set(s)

cfResPubl, cfOrgUnit,

cfProject, cfOrgUnit,

cfFunding, cfResProd




What makes CERIF shine

Right level of abstraction

Normalized model

Record data only once

Reference rather than copy

Versatile Semantic Layer

Time-based relationships

Clean design, regular structure




Useful introduction to CERIF

http://www.cerifsupport.org/cerif-in-brief/










euroCRIS – who are we?

• Not for profit organisation of experts

• Est. 2002

• 109 Institutional, 38 personal & 20

affiliate members (euroCRIS Annual Report 2012)

• 41 countries worldwide

• Research organisations, funders,

publishers, software providers,

standards organisations




Global membership




euroCRIS – what we do

• euroCRIS is dedicated to the

development of Research Information

Systems and their interoperability

• euroCRIS produce CERIF, a standard

data model that supports interoperability

between CRIS




euroCRIS : Strategic Partners



http://www.jisc.ac.uk/


euroCRIS : Task Groups

• CERIF

• CRIS-IR

• Best Practice

• Projects

• Architecture

• LOD

• Indicators




CRIS-IR TG

The CRIS-IR Task Group aims at furthering the

science and technology of the linkage between CRIS

and repositories and specifically open access

institutional repositories of publications, although data

and software repositories are also of interest. This

involves working on the architecture for linkage, the

metadata and the mechanisms. There are

outstanding issues in these areas concerned with

syntax, semantics and software processes

TG Leader : [email protected]




Rome Declaration

Rome Declaration, 2011 CRIS & OAR

‘We, representing the communities concerned with CRIS and OAR hereby declare:

• That high quality research information is critically important to research

institutions, research funders, policymakers and society at large;

• That information on publicly-funded research should be available, shareable

and integrated seamlessly;

therefore we commit:

• To develop, support and promote an architecture (including data model and

services) suitable to pursue these principles;

• Jointly to adopt, develop and promote applicable open standards;

• To advocate these principles among all stakeholders.




OpenAire

https://www.openaire.eu/en/component/content/article/9-news-events/447-eurocris-

and-openaire-work-together-to-enable-data-exchange-with-cris



https://www.openaire.eu/en/component/content/article/9-news-events/447-eurocris-and-openaire-work-together-to-enable-data-exchange-with-cris




























RIOXX

http://www.cerifsupport.org/2013/05/05/rioxx-in-cerif/










ENGAGE FP7

• http://www.engagedata.eu

• http://www.eurocris.org/Uploads/Web%20pages/CRIS%202012%20-

%20Prague/CRIS2012_2_full_paper.pdf



http://www.engagedata.eu

http://www.engagedata.eu


euroCRIS : Interoperability

CERIF

GtR ROS

ResearchFish

UK

projects

UK Projects CIA, GtR,

RMAS,

RMAS-EE,

IRIOS-2,

UKRISS,

C4D,

REDIC,

DESCRIBE

Uniquip

REF




euroCRIS : Events

• Membership meetings - twice a year • Next week : http://www.eurocris.org/Bonn/

• Nov 2013 : Portugal

• Conferences – every two years • CRIS2012 : Prague http://www.cris2012.org/

• CRIS2014 : Rome

• Strategic Seminar – every year • Brussels, September



http://www.eurocris.org/Bonn/



http://www.cris2012.org/




End of presentation … questions ?




Group discussion

• Should CRIS & IR interoperate?

• Models for interoperation






CRIS + Repositories

CRIS

Research Context

[projects, persons, organisational units

funding, products, patents, publications

facilities, equipment, events]

OA Repository

(hypermedia) Documents

e-Research repository

Datasets and Software

OAI-

PMH

Various

protocols

End-User

CERIF CERIF




Publications

University of

St Andrews

CRIS

(Pure)

Fed Out

REF, RCUK

SFC, HESA

HEI – Strategic

Planning, Benchmarking

Public, Media

Recognition / Impact

Industry / SME’s

Interface

Collaborations

Research Pools

Pulled In

Staff Records

[HR]

Student Records

[Registry]

University

Structure [HR]

Projects, Grants,

KT

[Finance]

Manual

Input

WoS, arXiv,

PubMed,

Scopus…

Full Text

Repository

Open Access

Bibtex,

Refman

Activities

Award/

recognition

Dissemination//

Engagement

Research data sets

(multiple locations and

formats)

Impact

Indicators

Measures

Case

Studies




CRIS-IR at St Andrews Key dates

October 2005 Launch of Research Expertise Database as central publications database and CRIS (Current Research Information System) for the University. Software written in house. Primary role in RAE data gathering.

December 2006 Digital Research Repository launched for electronic theses. Thesis deposit for doctoral theses is mandated by the institution.

May 2007 Research Expertise Database to Digital Research Repository integration demonstrated at the the euroCRIS members meeting in Stockholm/Helsinki

March 2008- New version of Research Expertise Database launched with batch import facilities for Web of Science and Bibtex format metadata

2009 Further development with inhouse system or third party? Decision to replace inhouse CRIS with vendor system. Procurement process with Aberdeen and decision to purchase PURE

September 2009- Implementation phase

Summer 2010 – Launch of PURE

Spring 2011 – Launch of Research Portal




Pure integration with dSpace

• PURE offers all the metadata input we require to feed into the repository

• Add value by adding a generic subject classification scheme to publications

• Passes through a licence

• Workflow done in PURE and not DSpace, includes the quality control for metadata and the copyright checking for Open Access

• LNI – pretty crude interface

• Transfer to collections based on the institutional structure

• Ability to have a dark archive of publications in PURE and our Open Access archive in the repository.

• Time embargoed publications kept hidden in PURE until they can be released OA into the Repository

• Handles returned to PURE and are available in the PURE portal




Pure integration with dSpace

• Should we continue to integrate?

• Technical issues with connector eg

update ability limited

• What does the IR offer that the CRIS

doesn’t?




REF

Open

Access

Data




euroCRIS : ongoing activities

RE

F

HUNCRIS

SK

CRIS

Members beyond Europe

Australia

Canada

China

Iran

Israel

Malaysia

Mexico

South Korea

U.S.




• Models for interoperation • CRIS->IR

• IR->CRIS

• Enter once;reuse

• Horses for courses; what do you have in

place already

• Think of the services each system can offer

better

• Review





• No data architecture

• Not planning to interoperate

• Too many ‘standards’; too many IDs

• Vendor interest / lock in


• Require suppliers to plan & interoperate

• Standard data architecture -> data model &

vocabularies; is DC it or should we demand

more?

• Review use cases… what is important to

the users

