©eurocris/keith g jefferycris: stakeholders, benefits, history, process, architecture 20081009 1...

©euroCRIS/Keith G Jeffery CRIS: Stakeholders, Benefits, History, Process, Architecture

20081009 1

CRISStakeholders, Benefits,

History, Process, ArchitectureKeith G Jeffery

President, euroCRIS

[email protected]

www.eurocris.org


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Agenda

• Introduction – speaker• CRIS Purpose & Stakeholders• CRIS development history• Where are we now • CERIF-CRIS at the centre of the

Organisation• Nirvana (the ideal CRIS environment)• Synthesis• Role of euroCRIS


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Who ?

• Director, IT & International Strategy– Strategy, advice

• International• UK Government• UK Research Councils• STFC• STFC Departments

– SSC Project Design Authority

• President ERCIM• President euroCRIS


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CCLRC-RAL Site


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Agenda




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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 datamodel describing objects of

interest to R&D• a tool or set of tools to manage the data


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PurposeCRIS

• To assist users in their recording, reporting and decision-making concerning the research process

• whether developing programmes, allocating funding, assessing projects, executing projects, generating results, assessing results or transferring technology


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• a tool for policy making• evaluation of research

based on outputs • document the research

activities • document research

output• a formal log of

research in progress• to assist project planning.

Purpose at institution level


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Purpose for Individual end users

• to evaluate opportunities for research funding

• avoid duplication of research activity

• analyse research trends, locally, regionally and internationally

• references/links to full text• locate new contacts/networks • identify new markets for

products of research


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The Users

• Research and Development Information– For the political decision-makers– For the funding organisations– For the entrepreneurs– For the researchers– For the innovators– For the media– For the general public


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Agenda




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Early CRISpre-1985

• Described projects• Usually text only• Usually an ordered set of

(repeatable) fields, often in ‘punched card’ format

• Some had [<tag><value>] format• Usually monolingual• Based on library catalogue card

idea (i.e.metadata)


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Exceptions1980s

• BEST (UK) British Expertise in Science and Technology

• COS (USA) Community of Science

• LABO (FR) CNRS Laboratories Database


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CRIS InteroperationThe Need

• In Europe – recognised need for standard

format for interchange of R&D information

• Two reports– Conference of European Rectors

Conferences– Committee of Heads of Research

Funding Agencies


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CRIS Interoperation The Need (Wider)

• European Commission picked up the ideas

• 1987-1990 Put together a group of experts nominated by national governments

• Purpose to define a Common European Research Information Format (CERIF)


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CERIF 1991 experience &

problems

• Single-entry focus• Simple Record Format

– Project was an Entity with Persons, Organisations and other infomation represented as attributes

• Problems with repeating groups and relationships

• Research Classification Scheme recommended 1991 not updated since 1988


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CRISs and CERIF91in the 1990s

• CERIF91 needed updating– to handle problems from experience of use

• CRIS becoming more important – noticeable both in EC and national governments

• Also standard needed for ERGO (European Research Gateways Online) pilot initiative – A single central catalog of research projects

from national databases launched 1999– > 20 countries submitted data, > 90,000

records


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CRIS Conference

• The first conference on CRISs 1991– Bergen, Norway– Organised by Jostein Helland Hauge– Invited national experts as speakers

• Subsequent conferences until 2000– organised with the EC

• Conferences 2002 onwards– Organised by euroCRIS


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CRISRequirements 1990s

• cover projects , persons, organisations – and results: products, patents, publications– and facilities, equipment, events, services

• entities, not more attributes• lengths & types & language, character set• repeating groups (logical)• flexibility - relationships (conceptual)• better data quality • consistent coding (semantic)• record history (date/time)


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Project

Person / CV

Institution

Event

Equipment

Books

Journal/articlePatent

Research Group

Publisher


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PROJECT

ORGUNIT

Skills

CV

GeneralFacility

ParticularEquipment

ContactResults

PublicationResultsPatentResultsProduct

Service

FundingProgramme

Event

ClassificationPrize/Award

PERSON


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PROJECT

ORGUNITPERSON

Result_Publication

RESULT_PUBLICATION

Concepts:(1) temporally-bound role linking relations(2) >1 linking relation : Result_Publication and other entities(3) PERSON role may be author, co-author, editor, reviewer….(4) ORGUNIT role may be publisher, IPR or copyright owner..(5) PROJECT role may be the source of the idea


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RESULT_PUBLICATION

PROJECT

ORGUNITPERSON

Result_Publication

Can Express:Person A (DT1 - DT2) (is author of) Publication XOrgunit O (DT1 - DT2) (is owner of IPR in) Publication XPerson A (DT1 - DT2) (is employee of ) Orgunit OPerson A (DT1 - DT2) (is project leader of) Project PPerson A (DT1-DT2) (is member of) Orgunit MPerson A (DT1-DT2) (is member of) Orgunit NOrgunit M (DT1-DT2) (is part of) Orgunit OOrgunit N (DT1-DT2) (is part of) Orgunit O


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Result_PublicationInstance Diagram

Person A

Publication X

OrgUnit O

OrgUnit M

OrgUnit N

Project P

member

member

employee

Part of

Part of

owns IPR

author

Project leader


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CERIF A Template

• CRIS can be implemented using subset or superset of full CERIF model:– for projects– for people– for organisations– for publications, patents , products– for services– for facilities, particular equipment

• with role-based, temporally-bound relationships


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CERIFThe Advantages

• Neutral Architecture• Data Model can be implemented:

– relational – object-oriented – information retrieval (including WWW)

• Process model can be implemented– DBMS and query; centralised or distributed; – html web / harvesting / IR-query;– advanced knowledge-based technology

• But interoperation requires structured schema


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CERIF The use today

• As a model for an implemented standalone CRIS– But interoperation ready

• As a model to define the wrapper around a legacy non-CERIF CRIS– To allow homogenous access to

heterogeneous systems

• As a definition of a data exchange format– To create a common data warehouse from

several CRIS


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CERIF: The Key

• This allows not only construction of a new interoperation-ready CRIS

• but also wrapper-interoperation by generating CERIF from a legacy CRIS

The key to the CERIF datamodel isStructured (syntax)First order logic (semantics)

Legacy CRIS

wrapper

New CRIS


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• Revisions to CERIF2000 standard• CERIF2002, CERIF2004, 2006, 2008• Issues

– Publications– Classification (& semantics)

• Custodians of the model– Required some organisation– EC handed responsibility to euroCRIS

(2002)– euroCRIS set up CERIF Task Group

CERIFDeveloped beyond 2000


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euroCRISSeminars

• euroCRIS founded formally in 2001 (informally since 1991)

• As well as – Custodianship of CERIF– Best practice– The CRIS conferences– Community-building

• Decided also to run strategic seminars– 2003 onwards with our strategic partners

• EC, ESF, EARMA, ALLEA, ICSU/CODATA, ERCIM, JISC, GreyNet


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Meanwhile:Catalogue CRISs

• Some CRISs cataloguing other CRISs grew up

• e.g. DRIS (NL)• Use HTML Web pages with URLs

to link to other CRISs


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Meanwhile:CRIS by Harvesting

• With the advent of WWW in the 1990s many universities and other organisations produced websites describing their projects, people, publications etc

• It was suggested that harvesting these websites could generate a CRIS

• No known examples– Two attempts failed– Google Scholar a CRIS? – publication-based

– but requires massive resources


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Meanwhile: Funding

Organisations• Had CRIS since 1970s• Updated to relational technology in

1980s• Used to manage the application,

awarding and monitoring of R&D grants: Project and finance-based

• Realised the need to make some of the information available widely; generated websites from the databases in 1990s

• Some provided web-based update (B2C) late 1990s


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Meanwhile: Funding

Organisations• Huge problem with update once grant

awarded• Huge problem of synchronisation with

equivalent record(s) in university or research institute or cooperating industry databases

• Now some implementing full ERP (enterprise resource planning) systems such as Oracle EBS or SAP with integrated procurement, finance, HR, Project management…and can handle grants (research projects)


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Meanwhile Publishers

• The commercial publishers’ databases could be regarded as CRISs– They hold data on persons in role author

• But in various different formats– They hold data on institutions as addresses

• Usually not complete and unambiguous– They hold data on publications as

• metadata • full article• references / citations

– Within the article there may (or may not) be information on projects, facilities, equipment, services, products, events

• But it is hard to extract – un- or semi-structured

• The same is true of open access repositories


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Agenda




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Where are we now?CRISs

• Standalone CRISs– Variety of kinds– Some based on or using CERIF

• Interoperating CRISs– Homogeneous (all using same schema)

• simple technology e.g. METIS

– Heterogeneous (different schemas)• Need data access and exchange schema standard• Only working examples to date IDEAS and ERGO

(CERIF)


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Where are we now? Commercial CRISs

• One commercial offering since late 1980s– COS (COS, USA)

• Commercial offerings emerged recently– uniCRIS (uniCRIS AG, CH)– PURE (Atira, DK)– Converis (Avedas DE)

• Others moving towards this• Repository Systems

– Publications Management System (Symplectic UK) – ePrints (U southampton)– DSpace (MIT)– ePubs (STFC)– Fedora (Fedora Commons, USA)


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Where are we now? And Where Next?

• The need: – The EC has declared

• the ERA (European Research Area)• The Lisbon Targets

• The Opportunity– CRISs

• to record IP of an organisation• to encourage innovation, wealth creation, improved

quality of life– Interoperating CRISs

• to support the ERA and Lisbon targets• especially to encourage cross-Europe innovation

• Note projects CISTRANA and IST-World


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Agenda




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Requirement

• Researcher– should provide a view of everything of interest to

the researcher in a structured manner which appears logical to the researcher in order to optimize the productive time of the researcher.

• Organisation– should provide the information required for

decision-making to the benefit of the organisation.• World-at-large

– Selected views of the systems described above for researchers or organisations may be made available as information to others for purposes such as publicity, education (of scholars and of the general public) or offerings for technology transfer and commercialisation.


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CERIF Characteristics

• extensible while preserving backward continuity to allow guaranteed interoperation between CERIF-CRIS– by adding new base entities and then link

entities to integrate with the structure.

• link to any other system – using the link entities.

• normalized to avoid replication of data and to improve performance.– and consequent update integrity problems


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CERIF Characteristics

• implementable using any technology from hypermedia to information retrieval (semi-structured) and on to knowledge-based systems.

• follows formally first order logic – and so is available for deduction and induction leading

to greater potential utilization of the data– Is scalable because machine-understandable as well as

machine-readable.

• includes lookup tables (used also as classification tables) – improved data integrity by validation at input/update

time – permits intelligent user interfaces to utilise the

information to provide user assistance.


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CERIF The Key

• The key to the design is the separation of base entities from link entities.

• The base entities, once populated, are rarely amended but may be appended with new information.

• The link entities are where the main update activity takes place since they record new relationships between records in the base entities.

• These new relationships may be input or they may be generated by deduction or induction.


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RESULT_PUBLICATION

PROJECT

ORGUNITPERSON

Result_Publication

Can Express:Person A (DT1 - DT2) (is author of) Publication XOrgunit O (DT1 - DT2) (is owner of IPR in) Publication XPerson A (DT1 - DT2) (is employee of ) Orgunit OPerson A (DT1 - DT2) (is project leader of) Project PPerson A (DT1-DT2) (is member of) Orgunit MPerson A (DT1-DT2) (is member of) Orgunit NOrgunit M (DT1-DT2) (is part of) Orgunit OOrgunit N (DT1-DT2) (is part of) Orgunit O


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Person A

Publication X

OrgUnit O

OrgUnit M

OrgUnit N

Project P

member

member

employee

Part of

Part of

owns IPR

author

Project leader


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Linkages From CERIFStaying with this

example:• CERIF does not only provide

strong, role-typed, timestamped within-links

• But also provides the facility for strong, role-typed, timestamped outward-links


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example:

• publication X full-text (or multimedia) is not stored within the CERIF data model but in an institutional repository or publisher’s online database. CERIF provides the direct linkage to the full text.


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Person A

Publication X

OrgUnit O

OrgUnit M

OrgUnit N

Project P

member

member

employee

Part of

Part of

owns IPR

author

Project leader

repository


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example:

• more information about Person A may be found in the HR (human resources) system of OrgUnit O, or on web-pages associated with either OrgUnit M or N.


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Person A

Publication X

OrgUnit O

OrgUnit M

OrgUnit N

Project P

member

member

employee

Part of

Part of

owns IPR

author

Project leader

repository

HR System

webpages

webpages


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example:

• the full project management information associated with Project P may be accessed in the project management system of Organisation O,


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Person A

Publication X

OrgUnit O

OrgUnit M

OrgUnit N

Project P

member

member

employee

Part of

Part of

owns IPR

author

Project leader

repository

HR System

webpages

webpages

ProjectManagement


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example:

• and from thence financial information may be found in the financial systems of Organisation O.


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Person A

Publication X

OrgUnit O

OrgUnit M

OrgUnit N

Project P

member

member

employee

Part of

Part of

owns IPR

author

Project leader

repository

HR System

webpages

webpages

ProjectManagement

Finance


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The Problem

• the traditional divide between – the individual researcher or research group view of

the world • peer recognition

– the organisation management view of the world• governance and value for money

• the traditional fierce independence of researchers and unwillingness to provide information on their activity– a quest for curiosity-led academic research freedom – despite possible advantages in cooperating with the

management of an organisation– the view that the IT system provided is inadequate

and they could have designed it better!


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The Solution CERIF-CRIS plus Links

• CERIF: Person– Link to organisation HR

system• CERIF: OrgUnit

– Link to organisational webpages

– Link to catalogue of organisations (eg D&B)

• CERIF: Project– Link to organisational project

management system– Link to funding

organisation(s) records on the project

• CERIF: Funding– Link to funding organisation

programme• CERIF: Event

– Link to e.g. conference webpage

• CERIF: Contact– Link to customer

relationship management system

• CERIF: Result_Publication– Link to repository or

publisher online database• CERIF: Result_Patent

– Link to patent database(s)• CERIF: Result_Product

– Link to e-research portal to datasets, software

• CERIF: Facility– Link to webpages of facility

• CERIF: Equipment– Link to webpages of

equipment• etc


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CERIF-CRIS at One Organisation

CERIF-CRIS

Managing Research Information at a researching or research funding organisation: decision support


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Publicationrepository

CERIF-CRIS

With associated scholarly publications providing deeper information on the research; metadata in the CERIF-CRIS


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DatasetSoftwarerepository

CERIF-CRIS

And research datasets and software to allow detailed examination of the research method; metadata in the CERIF-CRIS

Note: metadata for products and patents stored in CERIF-CRIS; detail elsewhere (e.g. national or international system)


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Finance system

CERIF-CRIS

With financial information related to research activity to assess value for money


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Finance system

HumanResources

system

CERIF-CRIS

And human resource information related to the research activity to ensure appropriate skills and resource availability


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Finance system

HumanResources

system

Project Management

system

CERIF-CRIS

And project management information including milestones, deliverables and resources of the research to understand the research method

This list of organisational ICT systems is not exclusive…


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Finance system

HumanResources

system

Project Management

system

CERIF-CRIS

DirectoryServices

And directory services to control research workflow, messaging, authentication, authorisation, access


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Finance system

HumanResources

system

Project Management

system

CERIF-CRIS

Web pages DirectoryServices

And generation of intranet (organisation), DMZ (trusted business partners) and extranet (public ) web-pages


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Finance system

HumanResources

system

Project Management

system

CERIF-CRIS

Web pages DirectoryServices

This is fine for one organisation but research is international, so…


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CERIF Interoperation

CERIF-CRIS CERIF-CRIS

CERIF-CRIS

CERIF provides interoperation of CRIS and associated systems with formal syntax and declared semantics so that it is reliable and scalable.

Interconnect

Backplane


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CRIS + Repositories at 1 institution

CRISResearch Context

[projects, persons, organisational unitsfunding, products, patents, publications

facilities, equipment, events]

OA Repository(hypermedia) Documents

e-Research repositoryDatasets and Software

OAI-PMH

Various

protocols

End-User

CERIFCERIF


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….and multiple institutions

CRIS

OA repository

e-Researchrepository

CRIS

OA repository


CRIS

OA repository


End-User End-User End-User

Institution A Institution B Institution C


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Roles of CERIF-CRIS: Re-iteration

• Research information system for decision-support


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• Research information system for decision-support

• Metadata (index) to scholarly publications (white and grey) in a repository


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• Research information system for decision-support• Metadata (index) to scholarly publications (white and grey)

in a repository

• Metadata (index) to research datasets and software in a repository


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• Research information system for decision-support• Metadata (index) to scholarly publications (white and grey) in

a repository• Metadata (index) to research datasets and software in a

repository

• Access view to financial information of an organisation


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repository• Access view to financial information of an organisation

• Access view to human resource information of an organisation


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repository• Access view to financial information of an organisation• Access view to human resource information of an organisation

• Access view to project management information of an organisation


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repository• Access view to financial information of an organisation• Access view to human resource information of an organisation• Access view to project management information of an

organisation

• (and to other relevant organisation systems)


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• Research information system for decision-support• Metadata (index) to scholarly publications (white and grey) in a

repository• Metadata (index) to research datasets and software in a repository• Access view to financial information of an organisation• Access view to human resource information of an organisation• Access view to project management information of an organisation• (and to other relevant organisation systems)

• Provision of directory service information for authentication, authorisation, workflow, cooperative working…


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repository• Metadata (index) to research datasets and software in a repository• Access view to financial information of an organisation• Access view to human resource information of an organisation• Access view to project management information of an organisation• (and to other relevant organisation systems)• Provision of directory service information for authentication,

authorisation, workflow, cooperative working…

• Generation of web pages presenting the organisation on intranet, DMZ and extranet directly or from other organisational systems through the CERIF-CRIS


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repository• Metadata (index) to research datasets and software in a repository• Access view to financial information of an organisation• Access view to human resource information of an organisation• Access view to project management information of an organisation• (and to other relevant organisation systems)• Provision of directory service information for authentication,

authorisation, workflow, cooperative working…• Generation of web pages presenting the organisation on intranet,

DMZ and extranet directly or from other organisational systems through the CERIF-CRIS

• Interoperation with other CERIF-CRIS (and their associated systems) to give a global view of research information


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Take-Home Message

Make the CERIF-CRIS the centre of the research organisation to

a)Integrate all other systemsb)Interoperate with external

systems


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Agenda




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Approaching Nirvana

• euroCRIS members are working on advanced systems to support the ideal CRIS environment


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Nirvana - Retrieval

• An environment where an end-user can:– Request information and through an intelligent

dialogue generate a ‘job’ which provides it

• Example (Medical R&D planning)– How many researchers

• expert in GlycoProtein gp120 and CD4 molecule

– are likely be available in 2015; – Classify researchers by country, institution;

• order list of researchers by number of refereed publications to date


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Nirvana – input / update

• An environment where an end-user can:– Input / update information and through an

intelligent dialogue obtain assistance where needed and validation of the input

• Example: – if value input for ‘person’ then possible

valid values for ‘organisational unit’ suggested


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The Solution is Required:

• To overcome the ‘effort threshold’ to : • obtain the required answers from the CRIS• input and update the information in the CRIS• maintain data quality in the CRIS

• Across – local stand-alone CRIS – heterogeneous distributed CRISs

•Thus achieving ‘nirvana’


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How to Achieve this?

• Effort threshold

– Process approach• record incrementally as available

• Improved intelligence for input and retrieval

– Metadata• And behind it availability, pervasiveness,

scalability, end-user friendliness

– GRIDs


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The R&D Process: Recording

Workprogramme

Proposal

Project

Results

Exploitation

WealthCreation

CRISDATABASE


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The R&D Process: Feedbacks

Workprogramme

Proposal

Project

Results

Exploitation

WealthCreation

CRISDATABASE


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The R&D Process: Review

Workprogramme

Proposal

Project

Results

Exploitation

WealthCreationreview review review review

CRISDATABASE


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The WorkProgramme Process

Workprogramme

Economic factors

Societal factors

Technology Foresight

CRISDATABASE

-World / Country State-World / Country Models -Technology Prediction -Solicited Advice


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The Proposal Process

Proposal

Idea

Review Previous Work

Objectives

Method

Resources anddependencies

CRISDATABASE

-Previous Results -Previous Projects

CRISDATABASE

-Human Resources -Finance


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The Project Process

Project

Project ManagementSystem

CRISDATABASE

CRISDATABASE

-Previous Results -Previous Projects

-Human Resources -Finance


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The Results Process

Results

Initial Results

Internal Review

Peer Review

Publication orRegistration

CRISDATABASE

CRISDATABASE

Previous Results


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The Exploitation Process

Exploitation

Results

Business Plan

Finance

Production

Marketing

Selling

CRISDATABASE

Marketing InformationEconomic Information


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The Wealth Creation Process

Exploitation

WealthCreation

marketing

production

employment

CRISDATABASE

Marketing InformationEconomic Information


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The R&D Process: Recording

Workprogramme

Proposal

Project

Results

Exploitation

WealthCreation

CRISDATABASE


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The R&D ProcessRecording WorkProgramme

Workprogramme ProgrammeNameFundingOrgUnit

Person responsibleWorkprogramme document

CRISDATABASE


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The R&D ProcessRecording Proposal

Proposal

TitleAbstract

Person(s)OrgUnit(s)

Proposal Document

CRISDATABASE


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The R&D ProcessRecording Project

Project

TitleAbstract

Person(s)OrgUnit(s)

FundingProject Plan

CRISDATABASE


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The R&D ProcessRecording Results-Product

Results

Person(s)OrgUnit(s)Project(s)

Product(s)Product Description

CRISDATABASE


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The R&D ProcessRecording Results-Patent

Results

Person(s)OrgUnit(s)Project(s)Patent(s)

Patent File

CRISDATABASE


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The R&D ProcessRecording Results-Publication

Results

Person(s)OrgUnit(s)Project(s)

Bibliographic InformationArticle

CRISDATABASE


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The R&D ProcessRecording Exploitation

Exploitation

Person(s)OrgUnit(s)

Business planFinance Data

Marketing DataProduction Data

Sales Data

CRISDATABASE


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The R&D ProcessRecording Wealth Creation

WealthCreation

Person(s)OrgUnit(s)

Annual Reports/AccountsEmployment Records

Dividends Records

CRISDATABASE


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The R&D Process

Workprogramme

Proposal

Project

Results

Exploitation

WealthCreation

Note:

some CRIS developers limit recording of outputs from the process to areas indicated

Nir

van

a


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Complete Process ICT Support

• Nirvana is – a complete, – integrated, – end-to-end ICT support – for the research process – across heterogeneous distributed CRISs


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How do we achieve this?

• We need to develop (further) technologies of– Metadata (interoperation)– GRIDs and ambient computing (ease of use)– Workflow (reduce threshold barrier)

• Thus permitting CRIS to be the central focus (providing R&D context) for research outputs such as publications, patents, products including R&D datasets and software


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Metadata and Data Exchange Standards

• Metadata– a succinct

representation of the object of interest

– Schema, navigational, associative [descriptive, restrictive, supportive]

– Used for rapid retrieval of navigational data to objects of interest

– Can also be used for statistical purposes (‘how many…..’,’average number of…’)

data (document)

SCHEMA NAVIGATIONALASSOCIATIVE

how to

get it

constrain it

view to users


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Metadata

• Many kinds and standards exist• Examples include:

– Publications: MARC, DC (Dublin Core)– Geospatial: CSDGM (Content standard

for digital geospatial metadata)– Engineering: STEP– Education: LOM (learning object

metadata); EDNA (Education Network Australia metadata)


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Metadata and CRISs

• Commonly a CRIS stores the metadata rather than the object itself– e.g. result_publicationId which can be used

to access the publication itself (person{author}, title, abstract etc usually stored in the CRIS)

– e.g. projectId which can be used to access the detailed project documentation (title, abstract etc usually stored in the CRIS)


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Metadata: DCf: Publications

UniqueIdPerson OrgUnit

Security

Privacy

AccessLevel

Charge

Restrictive

Annotation

Classification

Quality Assessment

OrgUnit

UniqueId

Domain of CERIF

PersonProject

ResourceIdentifier

Subject

Keywords

Description

Resource Type

Coverage Temporal

Coverage Spatial

TitleDescriptive

Navigational


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Metadata in CRISs

• Used for – Quality: validation on input / update– Summarising: overview results– Retrieval speed (find the list of

objects of potential interest)– Controlling access– Rights management– And……..


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Metadata in Interoperating CRISs

• Metadata essential to allow interoperation of CRISs, especially heterogeneous distributed CRISs

• Provides the information necessary to set up automatically retrieval (or update) over heterogeneous CRISs– Catalog technique– Universal schema technique(s)– Knowledge-based reconciliation technique(s)


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• Data Exchange Standards– Needed not just for data (file) exchange– Also for returning results of a retrieval from

one CRIS to another in a form (syntax, semantics) that is processable• Metadata plus dataset

– Note data exchange standards used extensively in e-business, banking, insurance, medical, engineering, research areas


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The Key: Metadata and Data Exchange

Standards• Nirvana is

– Formal metadata (machine understandable)

– Query: Metadata describing CRIS resources to improve queries

– Answer: Metadata attached to Query result files (data exchange) so the receiving CRIS or user can understand the output


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Workflow on the GRIDs surface

• GRIDs ‘surface’ provides – Computational capabilities of GRID– Information presentation capabilities

of WWW– Information management capabilities

• But not yet environment for workflow


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The GRIDs Architecture

Knowledge Layer

Information Layer

Computation / Data LayerDat

a to

Kno

wle

dge

Control


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The GRIDs Architecture

Dat

a to

Kno

wle

dge

Control

Par

ticl

e P

hysi

cs A

ppli

cati

on

Gen

omic

s A

ppli

cati

on

Env

iron

men

tal A

ppli

cati

on

E-B

usin

ess

App

lica

tion


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A POSSIBLE ARCHITECTURE

U:USER

S:SOURCE R:RESOURCE

Rm:ResourceMetadata

Ra:ResourceAgent

Ua:User Agent

Um:User Metadata

Sm:SourceMetadata

Sa:Source Agent brokers

The GRIDs Environment


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A Brief History of GRIDs

• 1G: custom-made architecture machines to user– Pioneering metacomputing

• 2G: proprietary standards and interfaces– I-WAY GLOBUS, UNICORE, CONDOR, LEGION

AVAKI

• 2.5G: added in FTP, SRB, LDAP, AccessGRID• 3G: adopted W3C concepts for open interfaces –

OGSA / OGSI: note especially OGSA/DAI– But built on 2.G foundations

e-ScienceApps

e-ScienceR&D


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But…..

• This comes nowhere near the requirements as originally defined for GRIDs

• Too low-level (programmer not end-user level)– Insufficient representativity– Insufficient expressivity– Insufficient resilience– Insufficient dynamic flexibility


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Services: Challenges 1

DescriptionLocationRequirements

matchingComposingUtilising

metadata

Functional Program

Code(to deliver the service)

Service description(descriptive metadata)

InputParameterdefinitions

OutputParameterdefinitions

Restrictions on use of service(restrictive metadata)


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Services: Challenges 2

Composition End-to-end FR

satisfaction End-to-end NFRs

satisfaction Avoiding emergent

properties Conditions of use of

services Processes wrapped with data wrapped with

processing, storage etc wrapped with real

estate wrapped with staff

MultipleInstancesParallelexecution


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e-,i-,k-infrastructure

serverserver server server

detectors

e-

i-

k- Deduction & induction – human or machine

Physical

Information

Systems

server


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Middleware – and as SOKUs

e-

i-

k-

Lower middleware(hides physical heterogeneity)

Upper middleware(hides syntactic heterogeneity)

K- upper middleware(resolves semantic heterogeneity)

K- lower middleware(presents declared semantics)


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Workflow on the GRIDs Surface

• Nirvana is– GRIDs ‘surface’

• Providing computation, information presentation and information management

– Plus Self* resilience– Plus capabilities to support workflow


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Agenda




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Overall : The Way Forward

SCIENTIFIC DATASETS

Data

Information

Knowledge

PUBLICATIONS

Data

Information

Knowledge

CRIS

Management of Research


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PUBLICATIONS

Data

Information

Knowledge


Digital Curation Facility

SCIENTIFIC DATASETS

Data

Information

Knowledge

CRIS

Management of ResearchCDR

(CERIF)

Portal with knowledge-assisted user interface


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SCIENTIFIC DATASETS

Data

Information

Knowledge

PUBLICATIONS

Data

Information

Knowledge metadata



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134



SCIENTIFIC DATASETS

Data

Information

Knowledge

PUBLICATIONS

Data

Information

Knowledge metadata

publish

validate



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135



SCIENTIFIC DATASETS

Data

Information

Knowledge

PUBLICATIONS

Data

Information

Knowledge metadata

publish

validate

GRIDs


Ambient, Pervasive Access


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136




SCIENTIFIC DATASETS

Data

Information

Knowledge

PUBLICATIONS

Data

Information

Knowledge metadata

publish

validate

GRIDs



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137




SCIENTIFIC DATASETS

Data

Information

Knowledge

PUBLICATIONS

Data

Information

Knowledge metadata

publish

validate

GRIDs



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138




SCIENTIFIC DATASETS

Data

Information

Knowledge

PUBLICATIONS

Data

Information

Knowledge metadata

publish

validate

GRIDs



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Three Steps to Nirvana

Complete Process ICT Support


Workflow on the GRIDs Surface

The Perfect CRIS


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Agenda




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euroCRISThe Role

• It is the role of euroCRIS to:– Promote and improve communication and

interaction between global CRIS;– Maintain and publish the CERIF

(Common European Research Information Format) recommendation and any standards endorsed by euroCRIS;

– Organize and run the CRIS series of conferences with associated workshops and other events;


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euroCRISThe Role

– Provide a source of expertise in CRIS to members and to others under business arrangements made at the time;

– Develop euroCRIS guidelines;– Nurture the CRIS community by events, a

newsletter, an online discussion forum and other appropriate mechanisms;

– Provide a forum for exploring and exploiting new and emerging concepts and technologies (including data quality, standards, etc.);

– Establish a one-stop portal / gateway to international CRIS resources. (eurocris charter)


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Prof. Keith G Jeffery

President, euroCRIS

www.eurocris.org

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