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©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 1
CERIF for Research Information Information Management
Keith G Jeffery
President, euroCRIS
www.eurocris.org
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 2
Agenda
• Introduction – speaker• CRIS Purpose & Stakeholders• CERIF-CRIS development history• Where are we now • CERIF-CRIS at the centre of the Organisation• Nirvana (the ideal CRIS environment)• Synthesis• Role of euroCRIS
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 3
CCLRC-RAL Site
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 4
Agenda
• Introduction – speaker• CRIS Purpose & Stakeholders• CERIF-CRIS development history• Where are we now • CERIF-CRIS at the centre of the Organisation• Nirvana (the ideal CRIS environment)• Synthesis• Role of euroCRIS
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 5
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
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 6
Purpose CRIS
• 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
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 7
• a tool for policy making making
• evaluation of research based on outputs
• document the research activities
• document research output output
• a formal log ofresearch in progress
• to assist project planning. planning.
Purpose at institution level
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 8
Purpose for Individual end users users
• to evaluate opportunities for research research funding
• avoid duplication of research activity activity
• analyse research trends, locally, regionally and internationally
• references/links to full text• locate new contacts/networks • identify new markets for products of
products of research
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 9
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
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 10
Outputs
Researcher CV
Researcher CV
Research Bibliography
Research Bibliography Commercial
output report
Management information
Management information
Reports to Funder
Equipment use
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 11
Agenda
• Introduction – speaker• CRIS Purpose & Stakeholders• CERIF-CRIS development history• Where are we now • CERIF-CRIS at the centre of the Organisation• Nirvana (the ideal CRIS environment)• Synthesis• Role of euroCRIS
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 12
CRIS Requirements 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)
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 13
Project
Person / CV
Institution
Event
Equipment
Books
Journal/article
PatentResearch
Group
Publisher
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 14
PROJECTORGUNIT
Skills
CV
GeneralFacility
ParticularEquipment
ContactResults
PublicationResultsPatentResultsProduct
Service
FundingProgramme
Event
Classification Prize/Award
PERSON
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 15
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
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 16
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
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 17
Result_Publication Instance Diagram
Person A
Publication X
OrgUnit O
OrgUnit M
OrgUnit N
Project P
member
member
employee
Part of
Part of
owns IPRauthor
Project leader
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 18
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
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 19
CERIF The 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
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 20
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 – To interoperate between CRIS – (CERIF or CERIF-XML)
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 21
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
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 22
Agenda
• Introduction – speaker• CRIS Purpose & Stakeholders• CERIF-CRIS development history• Where are we now• CERIF-CRIS at the centre of the Organisation• Nirvana (the ideal CRIS environment)• Synthesis• Role of euroCRIS
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 23
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)
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 24
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)
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 25
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
life– Interoperating CRISs
• to support the ERA and Lisbon targets• especially to encourage cross-Europe innovation
• Note projects CISTRANA and IST-World
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 26
Agenda
• Introduction – speaker• CRIS Purpose & Stakeholders• CERIF-CRIS development history• Where are we now • CERIF-CRIS at the centre of the Organisation• Nirvana (the ideal CRIS environment)• Synthesis• Role of euroCRIS
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 27
CERIF-CRIS at One Organisation
CERIF-CRIS
Managing Research Information at a researching or research funding organisation: decision support
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 28
CERIF-CRIS at One Organisation
Publicationrepository
CERIF-CRIS
With associated scholarly publications providing deeper information on the research; metadata in the CERIF-CRIS
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 29
CERIF-CRIS at One Organisation
Publicationrepository
DatasetSoftwarerepository
CERIF-CRIS
And research datasets and software to allow detailed examination of the research method; metadata in the CERIF- CRISNote: metadata for products and patents stored in CERIF- CRIS; detail elsewhere (e.g. national or international system)
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 30
CERIF-CRIS at One Organisation
Publicationrepository
DatasetSoftwarerepository
Finance system
CERIF-CRIS
With financial information related to research activity to assess value for money
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 31
CERIF-CRIS at One Organisation
Publicationrepository
DatasetSoftwarerepository
Finance system
HumanResources
system
CERIF-CRIS
And human resource information related to the research activity to ensure appropriate skills and resource availability
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 32
CERIF-CRIS at One Organisation
Publicationrepository
DatasetSoftwarerepository
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…
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 33
CERIF-CRIS at One Organisation
Publicationrepository
DatasetSoftwarerepository
Finance system
HumanResources
system
Project Management
system
CERIF-CRIS
DirectoryServices
And directory services to control research workflow, messaging, authentication, authorisation, access
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 34
CERIF-CRIS at One Organisation
Publicationrepository
DatasetSoftwarerepository
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
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 35
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…
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 36
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
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 37
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
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 38
….and multiple institutions
CRIS
OA repository
e-Researchrepository
CRIS
OA repository
e-Researchrepository
CRIS
OA repository
e-Researchrepository
End-User End-User End-User
Institution A Institution B Institution C
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 39
Roles of CERIF-CRIS: Re- iteration
• Research information system for decision-support
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 40
Roles of CERIF-CRIS: Re- iteration
• Research information system for decision-support
• Metadata (index) to scholarly publications (white and grey) in a repository
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 41
Roles of CERIF-CRIS: Re- iteration
• 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
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 42
Roles of CERIF-CRIS: Re- iteration
• 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
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 43
Roles of CERIF-CRIS: Re- iteration
• 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
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 44
Roles of CERIF-CRIS: Re- iteration
• 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
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 45
Roles of CERIF-CRIS: Re- iteration
• 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)
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 46
Roles of CERIF-CRIS: Re- iteration
• 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…
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 47
Roles of CERIF-CRIS: Re- iteration
• 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…
• Generation of web pages presenting the organisation on intranet, DMZ and extranet directly or from other organisational systems through the CERIF-CRIS
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 48
Roles of CERIF-CRIS: Re- iteration
• 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…• 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
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 49
Take-Home Message
Make the CERIF-CRIS the centre of the research organisation to
a) Integrate all other systemsb) Interoperate with external
systems
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 50
Agenda
• Introduction – speaker• CRIS Purpose & Stakeholders• CERIF-CRIS development history• Where are we now • CERIF-CRIS at the centre of the Organisation• Nirvana (the ideal CRIS environment)• Synthesis• Role of euroCRIS
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 51
The R&D Process: Recording
Workprogramme
Proposal
Project
Results
Exploitation
WealthCreation
CRISDATABASE
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 52
The R&D Process
Workprogramme
Proposal
Project
Results
Exploitation
WealthCreation
Note:
some CRIS developers limit recording of outputs from the process to areas indicated
Nirv
ana
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 53
Agenda
• Introduction – speaker• CRIS Purpose & Stakeholders• CERIF-CRIS development history• Where are we now • CERIF-CRIS at the centre of the Organisation• Nirvana (the ideal CRIS environment)• Synthesis• Role of euroCRIS
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 54
Overall : The Way Forward Forward
SCIENTIFIC DATASETS
Data
Information
Knowledge
PUBLICATIONS
Data
Information
Knowledge
CRIS
Management of Research
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 55
PUBLICATIONS
Data
Information
Knowledge
Overall : The Way Forward Forward
Digital Curation Facility
SCIENTIFIC DATASETS
Data
Information
Knowledge
CRIS
Management of ResearchCDR
(CERIF)
Portal with knowledge-assisted user interface
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 56
Overall : The Way Forward Forward
Digital Curation Facility
SCIENTIFIC DATASETS
Data
Information
Knowledge
PUBLICATIONS
Data
Information
Knowledgemetadata
Portal with knowledge-assisted user interface
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 57
Overall : The Way Forward Forward
Digital Curation Facility
SCIENTIFIC DATASETS
Data
Information
Knowledge
PUBLICATIONS
Data
Information
Knowledgemetadata
publish
validate
Portal with knowledge-assisted user interface
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 58
Overall : The Way Forward Forward
Digital Curation Facility
SCIENTIFIC DATASETS
Data
Information
Knowledge
PUBLICATIONS
Data
Information
Knowledgemetadata
publish
validate
GRIDs
Portal with knowledge-assisted user interface
Ambient, Pervasive Access
©euroCRIS/Keith G Jeffery JISC: CERIF as an Exchange Format for UK Research Information 20090608 59
Prof. Keith G Jeffery
President, euroCRIS
www.eurocris.org