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www.avedas.com @ euroCRIS Madrid, November 2012: Federation and the necessity of standards: a case study Rudolf Weiss
www.avedas.com
@ euroCRIS Madrid, November 2012:Federation and the necessity of standards: a case study
Rudolf Weiss
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Topics for today
• Federated Scenarios• What is a federation?• What are the challenges in federated scenarios• How to cope with these challenges?• How can standards help?
• Use Cases• Brief Introduction to CONVERIS• Sunderland• Aristoteles
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Topics for today
• Federated Scenarios• What is a federation?• What are the challenges in federated scenarios?• How to cope with these challenges?• How can standards help?
• Use Cases• Brief Introduction to CONVERIS• Sunderland• Aristoteles
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Motivation and drivers
• In general• Outsourcing of functionalities• Problem solving in a collaborative way • Improving data quality Striving for more efficiency
• Reporting• Measurement• Comparison
Impact Measurement
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Federation - Definitions
• Definitions of a federation“A federation can be understood as a collection of trust realms that have established a degree of trust. The level of trust between them may vary.”
[Djordjevic & Dimitrakos 2005]
“Federation refers to the establishment of some or all of business agreements, cryptographic trust, user identifiers and attributes between decentralized security and policy domains.”
[Madsen 2004]
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Federation - Characteristics
• Characteristics of a federation• Autonomy• Trust• Delegation• Decentralization• Federation both can be within or outside of an organisation
• Scope of functionality• Exchange data based
• Periodically via file exchange• Message-based at runtime
• Dropbox-like functionality• Sharing e.g. search functionality
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Degree of Coupling
• Loosely-coupled federation• Exchange of information via messages, e.g. CERIF XML• Asynchronous communication• Independence from other systems concerning availability, performance,
scalability, …
• Tightly-coupled federation• Inter-organizational processes• Enhanced scope of functionality• Synchronous communication• Dependency concerning availability, performance, robustness, ...
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Federated Scenario - Challenges
Fnsn
Affiliation…
FirstnameAge
Mailaddress…
FirstnameLastnameMail…
FullnameDoBE-Mail…
Shibboleth
CardSpace
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Challenges - rapidly evolving Research Information Ecosystem
Social Media
Open Access
Sherpa / RoMEOGoogle
Research funders
Research Professional
Pivot
GrantsFinder
Publishers
Patent OfficesAgresso
COS
Web of Science
SciValCrossRef
Skype
YouTube
SAP
COS
Bibliometrics
pFact
... ...
...
10© AVEDAS AG
Challenges - rapidly evolving Research Information Ecosystem
Social Media
Bibliometrics
Open Access
Sherpa / RoMEOGoogle
Research funders
Research Professional
GrantsFinder
Publishers
Patent Offices SAP
COS
Web of Science
SciValCrossRef
Skype
YouTube
Facebook TwitterResearch Professional
Pivot
Agresso
COSOSN FO
FinanceTT
Publications
pFact
... ...
...
11© AVEDAS AG
Challenges - rapidly evolving Research Information Ecosystem
Social Media
Bibliometrics
Open Access
Sherpa / RoMEOGoogle
Research funders
Research Professional
GrantsFinder
Publishers
Patent Offices SAP
COS
Web of Science
SciValCrossRef
Skype
YouTube
Facebook TwitterResearch Professional
Pivot
Agresso
COSOSN FO
FinanceTT
Publications
pFact
How to cope with:
• unstructured information?
• lack of common identifiers?
• unstructured processes?
• convergence vs. integration? ... ...
...
12© AVEDAS AG
Necessity of Standards
Social Media
Bibliometrics
Open Access
Sherpa / RoMEOGoogle
Research funders
Research Professional
GrantsFinder
Publishers
Patent Offices SAP
COS
Web of Science
SciValCrossRef
Skype
YouTube
Facebook TwitterResearch Professional
Pivot
Agresso
COSOSN FO
FinanceTT
Publications
pFactORCIDCommunication Standards
CERIF
Web services Standards
CASRAI
VIVO XML
... ...
...ITIL CMMI...
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Ideal Federated Scenario
cc
cc
cc
cc
cc
Required:
• Common information model, syntax and semantics
• Standardized communication, i.e. protocol and format
• Stable interfaces
• Common identifiers
14© AVEDAS AG
Topics for today
• Federated Scenarios• What is a federation?• What are the challenges in federated scenarios• How to cope with these challenges?
• How can standards help?
• Use Cases• Brief Introduction to CONVERIS• Sunderland• Aristoteles
15© AVEDAS AG
Research lifecycle
Idea Application Project Results Exploitation
Research Information
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Research lifecycle
Idea Application Project Results Exploitation
? Who, with whom, what, when , how?
• Publications• Patent• Awards• Person• Projects• Org. Unit
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Research lifecycle
Idea Application Project Results Exploitation
? Collecting , Validating, Maintaining, Archiving
• Timely• Complete• Correct• User oriented
Processes
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?Finance
HR
Local IT-infrastructure
Grants & Contracts
Student records
Institutionalrepository
Fragmentation, data inconsistency, high costs, ...
CMS
Patents
Login server
Unique & joint IDsWhere are the gaps
Text strings or relationsAd-hoc or systematic processes
Up-to-date or out-of-date
Scopus Web of ScienceFunding bodies PubMed
Data quality & duplicates
Patent offices
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Student records
Login server
HR
InstitutionalRepository
Complete Research Information System
Prepopulation and (auto-)updatesJournals/PublishersJournal policy (Sherpa / RoMEO)DOIs (CrossRef)Classfications (ISI, OECD, ISO, etc.)Organisations
Person dataOrg data
Web pages(CMS)
Student data
AuthenticationPerson data
Researcher CVsResearch interests
Research papers & other output
FinanceProject data Transactions
Patents& Licenses
Patent data
WoS, ScopusPubMed, ...
Publication data
Migration
BusinessIntelligence
Cross-analyses
Legacy data
NationalFunders & EC
Project data
EPO
Patent data
Utilisation•Day-to-day management•Reports: • Publications & bibliometrics• Applications & contracts• PhD students & progress• Patents & licensing• Annual/REF reports & other returns• Networks & collaborations•Exports•CVs• Visibility over the web Internal IT-infrastructure
Pricing & CostingApplications
Budgets
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Research Information: A growing concept for CONVERIS
Research & Innovation Education
Research LifecycleStudent Lifecycle
CAMPUS MANAGEMENTSYSTEMS
BUSINESS IT SYSTEMS
HR & Finance
Identity Manage-
ment
Graduate Students
GrantsManagement
Finance
RESEARCH INFORMATION SYSTEM
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Use Cases
• Federation within an organisation• University of Sunderland
• Loosely-coupled federation• Sweden ScienceNet
• Tightly-coupled federation• Aristoteles
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Use Case I – University of Sunderland
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University of Sunderland
Project Applications
Projects
PersonRecords
StudentRecords
PublicationRecords
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Federation inside a University: University of Sunderland
• Integration via CERIF-XML for interoperability between internal systems: HR, Student records, Finance, Institutional Repository and Projects to CONVERIS
• CERIF experience on both sides• 2 months implementation• No significant overhead compared to non-CERIF integration• Internal systems equipped for the future
• Resumee: Having a common understanding of the data decreases effort (time and resources) tremendously
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Use Case II – Aristoteles
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Aristoteles I
CONVERISAristoteles
SIAGFUB
EURAC
...
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...
FUB
EURAC
SIAG
Aristoteles II
CONVERISAristoteles
SIAG
EURAC
FUB
...
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Aristoteles
• Enhanced range of functionality• Common use of publication search• Inter-organisational business process• Dropbox-like sharing of information
• Using CERIF for the exchange of information• UUIDs as common identifier for projects, publications and
persons• ORCID as unique identifier for a researcher (planned)
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Thank you for listening.
Rudolf [email protected]+49 171 706 25 18+49 721 354 90 10Skype ID: rudolf697
AVEDAS AGWeb: www.avedas.comTwitter: @avedas_com
LinkedIn: http://www.linkedin.com/company/avedas-agFacebook: http://www.facebook.com/AVEDAS.AG
Dr. Thorsten [email protected]+49 152 5310 47 01+49 721 354 90 24Skype ID: t.hoellrigl
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