criss, cerif, casrai and snowball metrics (why) are these key to university libraries? anna...
TRANSCRIPT
CRISs, CERIF, CASRAI and Snowball Metrics(Why) are these key to University Libraries?
Anna Clements, Assistant Director (Digital Research), University Library, University of St AndrewsChair, UK Pure Strategy Group
Exec Strategy, euroCRISChair, CASRAI Data Management Planning Working Group
Member, Snowball Steering Committee
[email protected]@annakclements
Henry Legg
UKSG Glasgow 30/31 Mar 2015 2
What has been happening in our Libraries?
Anna Clements
2007 2008 2009 2010 2011
RAE / REF preperation y YInstitutional Repository y y y y y
UKSG Glasgow 30/31 Mar 2015 3
What has been happening in our Libraries?
Anna Clements
2007 2008 2009 2010 2011 2012
RAE / REF preperation y Y YInstitutional Repository y y y y y y
EPSRC Roadmap Y
RCUK Outcomes reporting (ROS) y
UKSG Glasgow 30/31 Mar 2015 4
What has been happening in our Libraries?
Anna Clements
2007 2008 2009 2010 2011 2012 2013
RAE / REF preperation y Y Y YInstitutional Repository y y y y y y y
EPSRC Roadmap Y
RCUK Outcomes reporting (ROS) y y
RCUK Open Access policy Y
UKSG Glasgow 30/31 Mar 2015 5
What has been happening in our Libraries?
Anna Clements
2007 2008 2009 2010 2011 2012 2013 2014
RAE / REF preperation y Y Y YInstitutional Repository y y y y y y y y
EPSRC Roadmap Y
RCUK Outcomes reporting (ROS) y y
RCUK Open Access policy Y Y
Research Data Management Y
HEFCE OA policy Y
Researchfish y
Bibliometrics y
UKSG Glasgow 30/31 Mar 2015 6
What has been happening in our Libraries?
Anna Clements
2007 2008 2009 2010 2011 2012 2013 2014 2015
RAE / REF preperation y Y Y Y yInstitutional Repository y y y y y y y y y
EPSRC Roadmap Y
RCUK Outcomes reporting (ROS) y y
RCUK Open Access policy Y Y Y
Research Data Management Y Y
HEFCE OA policy Y Y
Researchfish y y
Bibliometrics y y
Alt-metrics yDigital Science y
UKSG Glasgow 30/31 Mar 2015 7
What has been happening in our Libraries?
Anna Clements
2007 2008 2009 2010 2011 2012 2013 2014 2015
RAE / REF preperation y Y Y Y yInstitutional Repository y y y y y y y y y
EPSRC Roadmap Y
RCUK Outcomes reporting (ROS) y y
RCUK Open Access policy Y Y Y
Research Data Management Y Y
HEFCE OA policy Y Y
Researchfish y y
Bibliometrics y y
Alt-metrics yDigital Science y
Digital Humanities y y y y
UKSG Glasgow 30/31 Mar 2015 8
Definition of a CRIS
Current Research Information System
‘is any informational tool dedicated to provide access to and disseminate research information’ www.eurocris.org
Anna Cleents
9
What is a CRIS? Activities
Publications
St AndrewsPURE CRIS Fed Out
REF, RCUK
SFC, HESA
HEI – Strategic
Planning, Benchmarking
Public, Media Recognition / Impact
Industry / SME’s
Interface
Collaborations
Research Pools
Pulled InStaff Records
[HR]
Student Records [Registry]
University Structure [HR]
Projects, Grants, KT
[Finance]
Manual
Input
Entered
WoS, arXiv, PubMed, Scopus…
Harve
sted
Full TextRepository
Open Access
Linke
d
Bibtex, Refman
Uploaded
Award/ recognition
Dissemination// Engagement
Ent
ered
Linked & held
Research data sets(multiple locations and
formats)
Entered
Impact
Indicators
Measures
Case Studies
Anna Clements
UKSG Glasgow 30/31 Mar 2015 10
For the Institution
• Assessment & evaluation• Tool to support policy development• Compliance reporting to funders• Manage open access process• Research data catalogue• Repository – publications, data• Promotion via public portalAnna Clements
UKSG Glasgow 30/31 Mar 2015 11
For the researcher
• Single point to collect/enter research info• View onto data held centrally – grants, students• Publications and data catalogue• Mechanism for reporting outputs to funders• Way to ensure publications are REF2020 eligible• Promotion via web pages• CV generation• Find collaborators
Anna Clements
UKSG Glasgow 30/31 Mar 2015 12
What is a CERIF?
• Common European Research Information Format• An international standard (meta)data model for storage and
interoperability of research information
Anna Clements
UKSG Glasgow 30/31 Mar 2015 13
What is a CERIF?
• Broad coverage: includes all aspects of RI (projects, persons, organisations, funding, publications, datasets, patents, products, bibliometrics, impact indicators, equipment, etc…)
• Fine-grained structure and flexible architecture, allowing:• mappings to virtually any (meta)dataformat existing in
the Research Information Domain• the expression of virtually any formalised use case• the ingestion of an unlimited number of controlled
vocabularies
Anna Clements
UKSG Glasgow 30/31 Mar 2015 14
Who looks after CERIF?
• eurocris.org look after CERIF• Not-for-profit, membership organisation • Includes institutions, funders, publishers, standards bodies,
suppliers … from across the world … in fact
Anyone interested in increasing the quality and availability of research information without forever increasing burden of data (re-)collection
Anna Clements
UKSG Glasgow 30/31 Mar 2015 15
CRIS and CERIF
• Commercial CRIS systems are CERIF-compliant: Pure, Symplectic, Converis
• Is now a dSpace-CRIS option http://hub.hku.hk
• Many UK Universities have CRIS o 24 Pure (16 with Pure Research Portals)o 20 (?) Symplectico 13 (?) Converiso ePrints + extensions (incl CERIF-compliance)o InhouseAnna Clements
UKSG Glasgow 30/31 Mar 2015 16
CRIS, CERIF and euroCRIS
• CRIS – is the system
• CERIF – is the standard, openly available data model
• euroCRIS – is the organisation
Anna Clements
UKSG Glasgow 30/31 Mar 2015 17
What is CASRAI?
• Consortium Advancing Standards in Resarch Administrative Information
• Not-for-profit, membership organisation • Includes institutions, funders, publishers, standards bodies,
suppliers … from across the world … in fact
Anyone interested in increasing the quality and availability of research information without forever increasing burden of data (re-)collection
(sound familiar?)Anna Clements
UKSG Glasgow 30/31 Mar 2015 18
What is CASRAI?
• Started in Canada & now with UK and international working groups
• Concentrates on the business definition of a process or exchange of research information
• What, why, between who and how often; NOT the ‘how’
• Is technology agnostic
Anna Clements
UKSG Glasgow 30/31 Mar 2015 19
CRIS, CERIF, euroCRIS & CASRAI
So we start with …
CASRAI process producing a clear business definition of information for a particular process or exchange …
… which can then be represented in CERIF (looked after by eurocris) or
another suitable data model …
…. and used by system suppliers/builders to move data in or out of a CRIS
Anna Clements
UKSG Glasgow 30/31 Mar 2015 20
CASRAI examples
• Jisc pilot in UKOpen Access reportingOrganisational identifiersData Management plans
• Get experts together – from all stakeholders• Agree scope of use case e.g. ‘Reporting open access compliance
to funders’• Agree clear & precise definitions for information required for
this use case; iterations around wider review group• Add to freely available CASRAI dictionary• Review mechanism for updatesAnna Clements
UKSG Glasgow 30/31 Mar 2015 21
What are Snowball Metrics?
• A set of clearly defined metrics measuring research inputs, process and outputs allowing universities to understand their strengths and weaknesses, so that they can build and monitor effective research strategies
• Bottom-up i.e. agreed by institutions not imposed by funders or data suppliers
Anna Clements
UKSG Glasgow 30/31 Mar 2015 22
What are Snowball Metrics?
• 8 UK research intensive universities in steering committee
• Elsevier providing project management; no-one contributes any funding
• Similar groups in US, ANZ and elsewhere aiming to ‘internationalise’ the metrics
• Metrics or ‘recipes’ published and freely available for anyone to use
Anna Clements
UKSG Glasgow 30/31 Mar 2015 23
Snowball Partners
Anna Clements
http://www.snowballmetrics.com/wp-content/uploads/snowball-recipe-book_HR.pdf
But need to benchmark more widely – nationally and internationally : Free metrics exchange due 2015
DataInstitutionalCommercialThird party
SystemBespoke
SciVal / InCitesPure / ConverisResearchFishSpreadsheet
etc.
Snowball Metrics
Supplier- and system-
agnostic
Institutional firewall
Exchange of equivalent metrics (not data) with other institutions when
both parties agree
UKSG Glasgow 30/31 Mar 2015 27
Snowball, CASRAI, CRIS and CERIF
• CASRAI international Snowball working group • Widen participation in Snowball metric definitions & publish in
CASRAI dictionary• Members include CRIS suppliers Thomson Reuters, Digital
Science, as well as Elsevier• Snowball metrics have been CERIFied • Elsevier included Snowball metrics in Scival and Pure• Thomson Reuters have said they will do likewise
Anna Clements
UKSG Glasgow 30/31 Mar 2015 28
So what does all this mean for Libraries?
Where can a CRIS help you?
How could CASRAI help solve a specific problem?
What else will Libraries be doing in the next 3, 5, 10 years?
What will they stop doing?
Anna Clements
CRISs, CERIF, CASRAI and Snowball Metrics(Why) are these key to University Libraries?
Anna Clements, Assistant Director (Digital Research), University Library, University of St AndrewsChair, UK Pure Strategy GroupExec Strategy, euroCRISChair, CASRAI Data Management Planning Working GroupMember, Snowball Steering Committee
[email protected]@annakclements