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transcript
CERIF: Past, Present and Future 1
CERIF: Past, Present and Future An Overview
Anne Asserson, UiB (NO)
Keith G Jeffery, CLRC (UK)
Andrei Lopatenko, MU (UK)
Kassel, 29 – 31 August 2002
This presentations had a lot of pictures that unfortunately and regrettable had to be removed because of the size of the file. I was unable to transmit it to the CRIS202 conference server. The in situ presentation was done on local PC. AA
CERIF: Past, Present and Future 2
• CERIF: Past, Present and Future: An OverviewAnne Asserson, Andrei Lopatenko, Keith Jeffery
• CERIF - Information Retrieval of Research Information in a Distributed Heterogeneous EnvironmentAndrei Lopatenko, Keith Jeffery, Anne Asserson
• Comparative Study of Metadata for Scientific Information:The place of CERIF in CRISs and Scientific RepositoriesKeith Jeffery, Andrei Lopatenko, Anne Asserson,
CERIF: Past, Present and Future 3
Past• CERIF91• Experience and Problems• Requirements• CRISs and CERIF91
Present• CERIF 2000 • The Three Data Models• CERIF Data Model• The Advantages• Use of CERIF2000 today
Future • CERIF 2002• Revisions to CERIF2000• Status • Issues• Custodians
CERIF: Past, Present and Future 4
CERIF91
• Exchange of data on R&D in Europe• Workshop 1987 in Brussels• Recommendation publised in the
Official Journal of the European Communities,1991
CERIF: Past, Present and Future 5
CERIF 1991 experience & problems• Problem that CRISs had a single-entry focus
– Projects (national research councils)– Persons (BEST uk, COS us, ….) – Organisations (LABO fr, …..)
• Simple record format – Project was an entity with: Persons, organisations,
and other information represented as attributes
• Problems with repeated groups and relationship
• Research classifications scheme recommended 1991, not updated since 1988
CERIF: Past, Present and Future 6
Requirements • cover projects, persons, organisations • entities, not more attributes• lengths & types & language, character
set• repeating groups (logical)• flexibility - relationships (conceptual)• need better data quality • need for consistent coding (semantic). • no supporting systems for CERIF 1991
existing
CERIF: Past, Present and Future 7
CRISs and the state of CERIF 1991• CERIF 1991 needed updating
– to handle problems from experience of use
• CRIS becoming more important – noticeable both in EC and national governments
• Standard needed for ERGO (European Research Gateways Online) pilot initiative – A single gateway to national databases of research
projects via a central catalogue launched 1999– 20-30 countries submitted data, 90 000 records
CERIF: Past, Present and Future 8
Past• CERIF91• Experience and Problems• Requirements• CRISs and CERIF91
Present• CERIF 2000 • The Three Data Models• CERIF Data Model• The Advantages• Use of CERIF2000 today
Future • CERIF 2002• Revisions to CERIF2000• Status • Issues• Custodians
CERIF: Past, Present and Future 9
CERIF 2000• Working Group set up 1997 and Co-
ordinated by DG XIII-D4, European Comission
• CERIF 2000 Guidelines, Final report of the CERIF Revision Working Group, 1999
• Common format for development of new CRISs
• Exchange of data from records in existing and future multiple different CRIS
• Implies the need for a common format for metadata describing records in existing and future multiple different CRIS
CERIF: Past, Present and Future 10
The Three Data models
• Metadata format should be proper subset of Exchange format
• Exchange format should be proper subset of common superset of all known CRIS (and estimates of future CRIS)
Task: • Develop standard datamodel for Common
superset• first, then derive exchange and metadata subsets
CERIF: Past, Present and Future 12
CERIF2000 Data model
– Extended relational model– Linking relations with attributes (roles and
time stamp)– 3 base entities Person, Organisation,
Project– 12 secondary base entities (linked to base
entities)– 36 Look up tables (to ensure data quality)– 39 Link tables (flexibility)– all text fields have multiple language fields
– Maximum representativity with minimum complexity
CERIF: Past, Present and Future 14
’CERIF2000 in a nutshell’ by Keith G Jeffery, 2001
PROJECT
ORGUNIT
Skills
CV
GeneralFacility
ParticularEquipment
ContactResults
PublicationResultsPatentResultsProduct
Service
FundingProgramme
Event
ClassificationPrize/Award
PERSON
CERIF: Past, Present and Future 15
PROJECT
ORGUNITPERSON
’CERIF2000 in a nutshell’ by Keith G Jeffery, 2001 Three Primary Entities
Concepts:(1) entities that reflect main ‘views of entry’ into CRISs(2) entities with no direct functional dependency on each other(3) entities that can refer to themselves (recursion)(4) entities linked in pairs by ‘linking relations’(5) ‘linking relations’ represent temporally-bound roles(6) ‘linking relations’ have primary key of each entity, role, date/time start, date/time end and any other constraints
CERIF: Past, Present and Future 16
PROJECT
ORGUNITPERSON
’CERIF2000 in a nutshell’ by Keith G Jeffery, 2001 Linking Relations
As an Example: PERSON-ORGUNITConcepts:(1) May have many instances of the relationship for each instance of PERSON and ORGUNIT due to role and temporal bounding (2) Role: the purpose of the relationship e.g. employee | head | ….(3) Temporal: the use of <Start Date/Time> and <End Date/Time> defines the duration of this relationship
Analagous for PROJECT_ORGUNIT and PERSON_PROJECT
Person-Orgunit
CERIF: Past, Present and Future 17
PROJECT
ORGUNITPERSON
’CERIF2000 in a nutshell’ by Keith G Jeffery, 2001 ORGUNIT
Concepts:(1) ORGUNIT may have an organisationally subordinate relationship to another ORGUNIT e.g. a Group within a Department(2) ORGUNIT may have a symbiotic relationship to another ORGUNIT e.g. two Groups that have a cooperation agreement(3) ORGUNIT may have a financial relationship to another ORGUNIT e.g. customer - contractor
Orgunit-Orgunit
CERIF: Past, Present and Future 18
PROJECT
ORGUNITPERSON
’CERIF2000 in a nutshell’ by Keith G Jeffery, 2001 PROJECT
Concepts:(1) PROJECT may have an organisationally subordinate relationship to another PROJECT e.g. a sub-Project (2) PROJECT may have a symbiotic relationship to another PROJECT e.g. two Projects that cooperate by agreement(3) PROJECT may have a temporal relationship to another PROJECT e.g. one project follows on from another
CERIF: Past, Present and Future 19
PROJECT
ORGUNITPERSON
’CERIF2000 in a nutshell’ by Keith G Jeffery, 2001 PERSON
Concepts:(1) PERSON may have a socially subordinate relationship to another PERSON e.g. a child of a parent (2) PERSON may have a symbiotic relationship to another PERSON e.g. two researchers that cooperate by agreement(3) PERSON may have a temporal relationship to PERSON
e.g. a lecturer (dates) becomes a reader (dates)
CERIF: Past, Present and Future 20
PROJECT
ORGUNITPERSON
FundingProgramme
’CERIF2000 in a nutshell’ by Keith G Jeffery, 2001 FUNDING PROGRAMME
Concepts:
(1) Funding Programme is related to (a) ORGUNIT and / or (b) PROJECT
(2) A Person is only funded via (a) ORGUNIT and / or (b) PROJECT
(3) any other entities are only funded via (a) ORGUNIT and / or (b) PROJECT
CERIF: Past, Present and Future 21
PROJECT
ORGUNITPERSON
Contact
’CERIF2000 in a nutshell’ by Keith G Jeffery, 2001 Example: CONTACT
Concepts:(1) all contacts in one place - no replication, no update problems(2) >1 contact dependent on role e.g. private address|work address(3) the PROJECT contact is usually the project leader: a PERSON(4) the ORGUNIT contact is usually the head: a PERSON(5) but may have a generic address
e.g. project URI | Orgunit email (helpdesk@rl.ac.uk)Analagous for Publication, Product, Patent, Event, Prize/Award....
CERIF: Past, Present and Future 22
PROJECT
ORGUNITPERSON
Result_Publication
’CERIF2000 in a nutshell’ by Keith G Jeffery, 2001 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
CERIF: Past, Present and Future 23
’CERIF2000 in a nutshell’ by Keith G Jeffery, 2001 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
CERIF: Past, Present and Future 24
PROJECT
ORGUNITPERSON
Skills
CV
GeneralFacility
ParticularEquipment
Contact
ResultsPublication
ResultsPatent
ResultsProduct
Service
FundingProgramme
Event
PERSON Links ’CERIF2000 in a nutshell’ by Keith G Jeffery, 2001
Prize/Award
CERIF: Past, Present and Future 25
PROJECT
ORGUNITPERSON
Skills
CV
GeneralFacility
ParticularEquipment
Contact
ResultsPublication
ResultsPatent
ResultsProduct
Service
FundingProgramme
Event
PROJECT Links ’CERIF2000 in a nutshell’ by Keith G Jeffery, 2001
Prize/Award
CERIF: Past, Present and Future 26
PROJECT
ORGUNITPERSON
Skills
CV
GeneralFacility
ParticularEquipment
Contact
ResultsPublication
ResultsPatent
ResultsProduct
Service
FundingProgramme
Event
ORGUNIT Links ’CERIF2000 in a nutshell’ by Keith G Jeffery, 2001
Prize/Award
CERIF: Past, Present and Future 27
PROJECT
ORGUNITPERSON
Skills
CV
GeneralFacility
ParticularEquipment
Contact
ResultsPublication
ResultsPatent
ResultsProduct
Service
FundingProgramme
Event
Classification
Classification ’CERIF2000 in a nutshell’ by Keith G Jeffery, 2001
Prize/Award
CERIF: Past, Present and Future 28
PROJECT
ORGUNITPERSON
Skills
CV
GeneralFacility
ParticularEquipment
Contact
ResultsPublication
ResultsPatent
ResultsProduct
Service
FundingProgramme
Event
Classification
The Whole Thing ’CERIF2000 in a nutshell’ by Keith G Jeffery, 2001
Prize/Award
CERIF: Past, Present and Future 30
CERIF2000 A Template for a new CRIS
• 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 relationships
CERIF: Past, Present and Future 31
The Advantages
• Neutral Architecture• Data Model can be implemented:
– relational – object-oriented – information retrieval (including WWW)
• Process model can be implemented– DBMS / query; distributed; – html web / harvesting / IR-query;– advanced knowledge-based technology
CERIF: Past, Present and Future 32
The use of CERIF2000 today• ICERIS (IC) access to information on Icelandic research
projects and R&D results • AURIS-MM (AU) Provides access to Austrian University
Research, extended with Mulitimedia• SICRIS (SL) Access to University research in Slovenia• SRIS (GB) Scottish Research Information Systems,
public research in Scotland• Fdok (NO) University of Bergen, results• CRIS-MER (EC) Research info on Migration and Ethnic
Relations (planned)• Corporate model, CRLC (UK) • METIS (previously OZIS) currently used by the majority
of the Dutch Universities
CERIF: Past, Present and Future 33
Past• CERIF91• Experience and Problems• Requirements• CRISs and CERIF91
Present• CERIF 2000 • The Three Data Models• CERIF Data Model• The Advantages• Use of CERIF2000 today
Future • CERIF 2002• Revisions to CERIF2000• Status • Issues• Custodians
CERIF: Past, Present and Future 34
CERIF2002
• Revisions to CERIF2000 standard
• Status of CERIF2002• Issues• Custodians of the model
CERIF: Past, Present and Future 35
Precision and formalisation
• CERIF2000 corrected, minor errors in the spreadsheet schema
• Inconsistencies in the EC-provided schema driven from the Entity-relationship diagrams
CERIF: Past, Present and Future 36
Some development directions
• Need to document problems / local solutions
• That means additional entities & attributes– grey literature: CERIF2000 provides for a
link to any bibliographic database; may need more information within CERIF
– ‘application groups’ e.g. Additional finance information for R&D budgetary control
– More….
CERIF: Past, Present and Future 37
• Figure from Keith G Jeffery: AN ARCHITECTURE FOR GREY LITERATURE IN A R&D CONTEXT, 1998
Publications
CERIF: Past, Present and Future 38
Status of CERIF 2002
• CERIF91 CERIF2000– Recommendation to member states in 1991– EC project coordinated changes of the model
• CERIF2000 CERIF2002– for implementation (correction to the
datamodel)– backward compatible– And developments required
• CERIF2002 ????
CERIF: Past, Present and Future 39
CERIF 2002 Issues
– Proposed changes/extensions has required few changes in the model.
– What is the basic model? Is there a part of the model that should always be consistent?
– Could that be the Meta data model?– Or is the minimum to keep the 3 basic
entities and their relations?– Should we have CERIF certified databases?– ????
CERIF: Past, Present and Future 40
CERIF2000 Data Model Base entities CERIF 2000 Guidelines, Final report of the CERIF Revision Working Group, co-ordinated by DG XIII-D4, European Comission, 1999
CERIF: Past, Present and Future 41
Custodians of the model
• Requires some organisation– EC handed responsibility to euroCRIS– euroCRIS set up CERIF Task Group