©eurocris/keith g jefferyoa workshop may 2010 cnr roma 20100510-11 1 the eurocris view of the rome...

©euroCRIS/Keith G Jeffery OA Workshop May 2010 CNR Roma 20100510-11 1

The euroCRIS view of the Rome OA Workshop

Keith G Jeffery

President, euroCRIS

[email protected]

www.eurocris.org


Context

• All working on documentation of research

• Different approaches / methods• Bring together to discuss

advantages / disadvantages of approaches

• Try to find a roadmap forward


Purpose

• There is a philosophical difference: Store metadata for research outputs (not only publications) in a repository system or in a CRIS;

• The difference is based on usage:– Repositories concentrate on term search, access to and display

of an object so the metadata is for discovery;– CRIS concentrate also on structured search, analytics and

linkage to other systems so metadata is for statistical analysis and reporting as well as discovery and also as a link mechanism to legacy systems;

• And this is reflected in the (meta)data– Repositories: semi-structured;– CRIS: structured with formal syntax and declared semantics;


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


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


Outputs

Researcher CV

Researcher CV

Research Bibliography

Research Bibliography Commercial

output report

Management information

Management information

Reports to Funder

Equipment use


Project

Person / CV

Institution

Event

Equipment

Books

Journal/article

PatentResearch

Group

Publisher


PROJECT

ORGUNIT

Skills

CV

GeneralFacility

ParticularEquipment

ContactResults

PublicationResultsPatentResultsProduct

Service

FundingProgramme

Event

ClassificationPrize/Award

PERSON


The essential point

• There is an intersection with metadata / data in repositories• Publication data• Person (as author)• Organisation (as publisher), (as owner of IP)

• And there is increasing demand for the allocation of research outputs (not just publications) to:

• Project• Funding organisation• Funding programme• Research organisation• Research faculty / department / group• Person

• Research facility / equipment / experiment


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


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


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


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.



Person A

Publication X

OrgUnit O

OrgUnit M

OrgUnit N

Project P

member

member

employee

Part of

Part of

owns IPR

author

Project leader


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



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


Which leads to the question

• Where to store the metadata?• In the repository

– But most repository implementations (Eprints, Dspace, Fedora) do not have the data structures for the complexity required;

• But note Eprints in R4R (Ready for Ref)

• In the CERIF-CRIS– But then separated from the object (article,

dataset...)• But note the Atira PURE implementation


Answer

• Input (ideally automated) into the CERIF-CRIS– Definitive source of metadata– Rich syntax / semantics– Links research output to context

• Copy to the repository– For access to individual objects via e.g. OAISTER /

OAI-PMH not using the CRIS

• Metadata in the CERIF-CRIS provides a richer metadata set and context for accessing / using the research output object


CERIF-CRIS at One Organisation

Publicationrepository

DatasetSoftwarerepository

Finance system

HumanResources

system

Project Management

system

CERIF-CRIS

Web pages DirectoryServices

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


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


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


….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

©eurocris/keith g jefferyoa workshop may 2010 cnr roma 20100510-11 1 the eurocris view of the rome...

Documents

cnr roma

data slide

users research

allocation of research

general public slide

roadmap forward slide

metadata data

metadata repositories