cerif 1.5 tutorial

CERIF 1.5 Tutorial

November 5th, 2012euroCRIS Membership

MeetingMadrid, Spain

cfExpertiseAndSkills

cfEquipmentcfFunding

cfFacility

cfService

cfCitation

cfEventcfLanguage cfCurrency

cfCountry

cfCurriculumVitae

cfPrize

cfQualification

cfGeographicBoundingBox

cfPostalAddress

cfElectronicAddress

cfPerson

cfProject

cfOrganisation

cfResultPatent

cfResultPublication

cfResultProduct

cfIndicator cfMeasurement

cfFederated Identifier

Slides Author

Brigitte Jörg M.A. Information ScienceInformation Systems, Business Economics

CERIF Support Project – National Co-ordinatorInnovation Support Center, UKOLN, University of Bath, Bath, UK

CERIF TG Leader, Board MembereuroCRIS, non-profit organizationregistered in the Netherlands

Contact: b.joerg@ukoln.ac.uk

www.eurocris.orgwww.eurocris.org

Introduction of the SpeakerJan Dvořák

euroCRIS• CERIF TG Deputy Lead• CRIS2012 (Prague, June 2012) Organizer

Charles University in Prague• Faculty of Arts

– Institute of Information Studies & Librarianship

InfoScience Praha• Research & Development & Innovation Information System

(the national CRIS for CZ)

Contact: jan.dvorak@infoscience.cz

What is Research Information?

Information about:• Researchers• Organisations (Research-performing, Funding)• Funding Programmes, Calls• Projects (Proposed, Ongoing, Completed)• Publications, Patents, Data, Products• Facilities, Equipment, Services• Addresses, Geographic Bindings, Languages

• And their Relationships

Who needs Research Information?www.eurocris.orgwww.eurocris.org

Research Informati

Funding Organisations

Researchers

Research Organisations

Decision Makers

Project Managers

Publishers

Enterprises

Intermediaries / Brokers

Education

General Public

visibility, finding collaborations, competitors, CV generation

performance, strategic

decisions, priorities,

comparisons

integration of relevant findings into lectures

and trainingfinding research results of

potential market or innovative value

distribution andcommunication

information and education,interest

finding reviewers, editors

distribution of programsevaluation of results, finding reviewers

finding information for participation in projects, partnerships, usage of results

integration and interoperabilitystrategic management

overview of ongoing activities

Librariesacquisition, dissemination

Kinds of questions we want to supportwww.eurocris.orgwww.eurocris.org

• How many articles has author X published in 2011 as a first author?

• How many times have articles by author X been cited by the end of the previous year?

• Did author X publish with institutionally external authors?• In how many FP7 projects does/did organisation Z participate?• How many publications have resulted from project Y?• How many people have been employed in the course of FP7

projects from the 1st call in the New Member States?• How many PhD students have participated in national research

projects in country C? In which countries have they earned their masters degrees?

• How many women have been involved in FP7 projects?• How often have articles in journal A been requested in 2010?• How many articles have been published in field B?

Common European Research Information Format

Equipment

ProjectProject OrganisationOrganisation

Service

Funding

Patent

Skills

Product

PersonPerson

Classification(Semantics )Classification(Semantics )

Publication

The CERIF Evolutionwww.eurocris.orgwww.eurocris.org

EU Working Group on Research DatabasesWorkshop

1987 1991

CERIF 91

PROJECT

Similar IdeasUN/UNESCOOECDCODATA

Acronym: ERGOParticipant: Keith Jeffery, Anne Asser son, many moreOrganisations: Rutherford Appleton, Uni- versity of Bergen, …

CLASSIFICATION

RESULTS EQUIPMENT

PROJECT

OrgUnit PERSON

EXPERTISERoles

CERIF 2000 Model

- Networking of DBs- Exchange of Records

- EC Recommendation to Member States

- Data Model - Multilinguality- Controlled Vocabulary- Roles / Types- User-driven

- EC Recommendation to Member States

ProjectProject OrganisationOrganisation

Service

Funding Programme

Patent

Skills

Product

PersonPerson

Classification(Semantics)

PublicationEquipment

2ndLevel Base

LanguageSemantics Link

CERIF 2006 / 2008 Model

- Data Model- Model Normalization - Robust/Consistent Structure - Extensible Structure - Semantic Layer - XML Exchange Specification- Elaboration on Publication- CERIF Core Semantics (2008 1.2)

2006 2008 2012

Measurement GEO

Citation

Qualification

ExpertiseAndSkills

EquipmentFacility

Funding

Service

ElectronicAddresse

PostalAddress

Country

CurrencyLanguage

Metrics

ResultProduct

ResultPublication

ResultPatent ResultProduct

ResultPublicationResultPublication

ResultPatent

Person OrganisationUnit

Project

PersonPerson OrganisationUnitOrganisationUnit

ProjectProject

Indicator Measurement

2ndLevel Base

CERIF 1.3

Semantics LanguageLink

Infrastructure

- Data Model- Infrastructure - Facility, Equipment, Service- Measurement & Indicator - Entities and Link Tables- Geographic Bounding Box- CERIF 1.3 Vocabulary - UUIDs - Terms - Schemes- CERIF 1.4 new XML format- CERIF 1.5 Federated Identifiers

CERIF 1.5CERIF 1.4 (XML)

CERIF 1.3

FOR MA L

SEMANT ICS

+ Linked Data

Common European Research Information Format

CERIF is an EU Recommendation to Member Stateshttp://cordis.europa.eu/cerif/

The European Commission (EC) has authorised euroCRIS to maintainand develop CERIF and its usage http://www.eurocris.org/Index.php?page=CERIFreleases&t=1

www.eurocris.org

Model Levelswww.eurocris.orgwww.eurocris.org

• Conceptual Level (Specification) Concepts relevant for the research domainand their relationships

• Logical Level (ER Model)Entities and their relationships

• Physical Level (Database Scripts)Data Definition commands for the database

• Semantic Layer (Declared Semantics)A formalized controlled vocabulary describing ageneral contextual semantics of the research domaininline with the conceptual, logical and machine description

Equipment

ProjectProjectOrganisationOrganisation

Service

Funding

Patent

Skills

Product

PersonPerson

Classification

(Semantics )

Classification

(Semantics )

Publication

SQL Script-----------------------CREATE Table cfPersCREATE Table cfProjCREATE Table cfOrgUnit

CERIF Model Structure (Views)www.eurocris.orgwww.eurocris.org

CERIF Entity Types• Base Entities• Result Entities • Infrastructure Entities• 2nd Level Entities• Link Entities

CERIF Features• Multiple Language • Semantics• Measures & Indicators• Geographic Bounding Box

CERIF Base Entitieswww.eurocris.orgwww.eurocris.org

Project

ProjectProject

PersonIDURIGenderFirstNamesOtherNamesFamilyNamesNameVariantsResearchInterestKeywords

ProjectIDURIAcronymStartDateEndDateTitleAbstractKeywords

OrganisationUnitIDURIAcronymNameHeadCountCurrencyCodeTurnoverResearchActivityKeywords

Project

ProjectProject

cfOrganisationUnitcfIDcfURIcfAcronymcfHeadCountcfCurrencyCodecfTurnover

Project

ProjectProject

cfTitle

cfAbstract

cfKeywords

cfName

cfDescr

iption

cfKeywo

cfDescription

cfKeywords

cfFamil

yNames

cfFirst

cfOther

cfNameV

ariants

cfPersoncfIDcfURIcfGendercfBirthdate

cfProjectcfIDcfURIcfAcronymcfStartDatecfEndDate

CERIF Result Entitieswww.eurocris.orgwww.eurocris.org

ResultProduct

ResultPublication

ResultPatent

ResultProductIDURI

ResultPublicationIDURITitleSubtitleAbstractBibl. NotePublicationDateTotalPagesStartPageEndPageKeywords ResultPatent

IDURIPatentNumberTitleCountryCodeRegistrationDateApprovalDateDescriptionKeywords

ResultProduct

ResultPublication

ResultPatent

cfResultPublicationcfIDcfURIcfNumberPublicationDatecfStartPagecfEndPagecfTotalPagescfEditioncfSeriescfIssuecfVolumecfISBNcfISSN

cfResultPatentcfIDcfURIcfPatentNumbercfCountryCodecfRegistrationDatecfApprovalDate

ResultProduct

ResultPublication

ResultPatent

cfTitle

cfAbstract

cfKeywords

cfSubtitle

cfVersionInfo

cfBibliographic Note

cfAbbreviation

cfDescription

cfKeywords

cfName

cfResultProductcfIDcfURI

cfVersionInfo

cfAbstract

cfKeywords

cfName

CERIF Infrastructure Entitieswww.eurocris.orgwww.eurocris.org

Equipment

Facility

Service

FacilityIDAcronymURITitleDescriptionKeywords

ServiceIDAcronymURITitleDescriptionKeywords

EquipmentIDAcronymURITitleDescriptionKeywords

Equipment

Facility

Service

cfServicecfIDcfURIcfAcronym

cfEquipmentcfIDcfURIcfAcronym

Equipment

Facility

Service

cfFacilitycfIDcfURIcfAcronym

cfName

cfDescriptio

cfKeywords

cfName

cfDescription

cfKeywords

cfName

cfDescription

cfKeywords

CERIF 1.5

cfFacility

cfService

cfCitation

cfCountry

cfCurriculum

cfPrize

cfQualification

cfGeographic

BoundingBox

cfPostalAddress

cfElectronicAddress

cfPerson

cfProject

cfOrganisation

cfResultPatent

cfResultPublication

cfResultProduct

www.eurocris.org

Measuring Impact in CERIF (MICE)www.eurocris.orgwww.eurocris.org

MICE, a JISC-funded Project coordinated by Richard Gartner, Kings College, London, UK

CERIF Measurement & Indicatorwww.eurocris.orgwww.eurocris.org

cfMeasureIdentifiercfCountIntegercfCountIntegerChangecfValueFloatingPointcfCountFloatingPointChangecfValueJudgementalNumericcfValueJudgementalNumericChangecfValueJudgementalTextcfValueJudgementalTextChangecfURI

Is an Aggregation Entity

Measurement & Indicator (some examples)

– economic and commercial• economic

– impact on business » improving performance of existing businesses

• increased turnover • time savings • reduced costs

» new products/processes• Creating

• numbers of new products/services • commercialising • success measures

www.eurocris.org

Indicator

Measurement

Extract from the MICE List of Indicators

• numbers of new products• commercialising • success measures

www.eurocris.org

cfIndicatorcfIndicID=00123

cfMeasurementcfMeasID=012345cfValueFloat=X

cfOrganisation_MeasurementcfOrgUnitID=01234cfMeasID=012345cfClassID=turnovercfClassSchemeID=ImpactOnBusinesscftStartDate=2010-01-01cfEndDate=2010-12-31

cfProduct_MeasurementcfResultProductID=0123456cfMeasID=01234567cfClassID=new-2010cfClassSchemeID=ImpactOnBusinesscfStartDate=2010-01-01cfEndDate=2010-12-31

cfMeasurementcfMeasID=012345678cfCount=Z

• numbers of new products• commercialising • success measures

www.eurocris.org

cfMeasurementcfMeasID=012345cfValueFloat=X

cfOrganisation_MeasurementcfOrgUnitID=01234cfMeasID=012345; 012345678cfClassID=turnovercfClassSchemeID=ImpactOnBusinesscfStartDate=2010-01-01cfEndDate=2010-12-31

cfMeasurementcfMeasID=012345678cfValueFloat=Y

cfMeasurement_MeasurementcfMeasID1=012345cfMeasID2=012345678cfClassID=increasedTurnovercfClassSchemeID=ImpactOnBusinesscfStartDate=2010-01-01cfEndDate=2010-12-31

cfIndicatorcfIndicID=00123

CERIF Federated Identifiers

• ResultPublication– DOI–WoS Accession Number

• Person– Social Security Number– Staff Id in HR system– Author identifier

• ORCID• ScopusID

• Organisation– VAT

Identification Number

– Internal Code

www.eurocris.org

CERIF 1.5

cfFacility

cfService

cfCitation

cfCountry

cfCurriculum

cfPrize

cfQualification

cfGeographic

BoundingBox

cfPostalAddress

cfElectronicAddress

cfPerson

cfProject

cfOrganisation

cfResultPatent

cfResultPublication

cfResultProduct

www.eurocris.org

CERIF – Generic Entity Structurewww.eurocris.orgwww.eurocris.org

Generic

IdentifierURIAttributes

Multilingual EntitiesRelationships (Links)

Some CERIF Link Entitieswww.eurocris.orgwww.eurocris.org

Person

OrganisationUnit

Project

ResultPublication

Person_ResultPublication

Person_Project

OrganisationUnit_ResultPublication

Project_ResultPublication

Project_OrganisationUnit

Person_OrganisationUnitPersonPerson

OrganisationUnitOrganisationUnit

ProjectProject

Person_Project

Person_OrganisationUnit

Citation

Qualification

ExpertiseAndSkills

Equipment

Facility

Funding

Service

ElectronicAddresse

PostalAddress

Country

CurrencyLanguage

Metrics

ResultProduct

ResultPublication

ResultPatent

Project

ProjectProject

Geographic Bounding Box

Person

OrganisationUnit

Project

ResultPublication

Person_Project

Person_OrganisationUnitPersonPerson

OrganisationUnitOrganisationUnit

ProjectProject

Person_Project

Person_OrganisationUnit

role=author

role=principal investigator

role=research assistant

role=deliverable

role=author‘s affiliation

role=coordinator

Citation

Qualification

ExpertiseAndSkills

Equipment

Facility

Funding

Service

ElectronicAddresse

PostalAddress

Country

CurrencyLanguage

Metrics

ResultProduct

ResultPublication

ResultPatent

Project

ProjectProject

CERIF – Generic Link Entity Structurewww.eurocris.orgwww.eurocris.org

Generic Applied

Contextual Roles

Semantic LayerValid Time Range

Vocabulary

Binary, Time-based Links with Sem

antics

CERIF Modularisationwww.eurocris.orgwww.eurocris.org

OrganisationUnit

Project FundingResultPublication

SCHEMA 1

Role X Role

YRole Z

SCHEMA 3

Role A Role

CRole BSemantic Layer

SCHEMA 2

Role A Role

CRole B

Citation

Qualification

ExpertiseAndSkills

Equipment

Facility

Funding

Service

ElectronicAddresse

PostalAddress

Country

CurrencyLanguage

Metrics

ResultProduct

ResultPublication

ResultPatent

Project

ProjectProject

IndicatorMeasurement

Result_Publication Instance Diagram(slide by Keith Jeffery)

Person A

Publication X

OrgUnit O

OrgUnit M

OrgUnit N

Project P

member

employee

Part of

owns IPRauthor

Project leader

www.eurocris.org

CERIF Example (Person)www.eurocris.org

www.eurocris.org

CERIF Example (Project)www.eurocris.org

CERIF Semantic Layerwww.eurocris.orgwww.eurocris.org

Allows to capture any Schema or Structure• Flat Lists• Thesauri• Classification Systems (e.g. SKOS, ...)• Taxonomies• OntologiesOpen / Extensible in all directions• New Schemas• New Concepts / Terms• New RelationshipsEnables to manage• Roles / Types Semantics• Subject Headings • Archiving (Time component)

Allows for simple Mappings between Schemes

CERIF Semantic Layer (Declared Semantics)www.eurocris.orgwww.eurocris.org

Recursionis-a

maps-tois-part-of

Is-broader-term

Scheme-Assignment

Time-based

CERIF Semantic Layer (Declared Semantics)www.eurocris.orgwww.eurocris.org

CERIF / SKOS------------------------------Class / ConceptClassScheme / ConceptScheme

class-class / broadMatchclass-class / broaderclass-class / broaderTransitiveclass-class / hasTopConceptclass-class / mappingRelation

generic / explicit(open set) / (defined sets)

Joerg, B.; Jeffery, K.G.; Van Grootel, G. (2011): Towards a Sharable Research Vocabulary – A Model-driven Approach; MTSR 2011, Izmir, Turkey.

CERIF 1.5

cfFacility

cfService

cfCitation

cfCountry

cfCurriculum

cfPrize

cfQualification

cfGeographic

BoundingBox

cfPostalAddress

cfElectronicAddress

cfPerson

cfProject

cfOrganisation

cfResultPatent

cfResultPublication

cfResultProduct

www.eurocris.org

• ResultPublication– DOI–WoS Accession Number

• Person– Social Security Number– Staff Id in HR system– Author identifier

• ORCID• ScopusID

• Organisation– VAT

Identification Number

– Internal Code• Classification– External Code

www.eurocris.org

• Records the “tag” by which an object is known elsewhere

• For any Base, Result, Infrastructure, or 2nd Level entity

• Connected to a Service representing the issuer of the identifier– Usually an information system

www.eurocris.org

CERIF XML 1.5 Interchange Formatwww.eurocris.orgwww.eurocris.org

For point-to-point interchange XML namespace XML Schema

Based on the ER modelcfExpertiseAndSkills

cfFacility

cfService

cfCitation

cfCountry

cfCurriculumVitae

cfPrize

cfQualification

cfGeographicBoundingBox

cfPostalAddress

cfElectronicAddress

cfPerson

cfProject

cfOrganisation

cfResultPatent

cfResultPublication

cfResultProduct

CERIF 1.5 XML Interchange Formatwww.eurocris.orgwww.eurocris.org

<cfProjId>internal-project-identifier</cfProjId><cfAcro>ACRO</cfAcro><cfURI>http://www.project-url.ac.uk/acro.html</cfURI><cfTitle cfLangCode="en" cfTrans="o">The title of the project</cfTitle><cfAbstr cfLangCode=”en" cfTrans="o">The goals of the project</cfAbstr>

<cfProj_Class><cfClassId>infrastructure-project-uuid</cfClassId><cfClassSchemeId>-project-types-scheme-uuid</

cfClassSchemeId></cfProj_Class><cfProj_OrgUnit>

<cfOrgUnitId>orgunit-1-identifier</cfOrgUnitId><cfClassId>coordinator-uuid</cfClassId><cfClassSchemeId>orgunit-project-roles-scheme-uuid</

cfClassSchemeId><cfStartDate>from-datetime</cfStartDate><cfEndDate>to-datetime</cfEndDate>

</cfProj_OrgUnit></cfProj>

</CERIF>

CERIF 1.5 Releasewww.eurocris.orgwww.eurocris.org

CERIF Model Introduction and Specification coming CERIF XML Data Exchange Format Specification coming CERIF Formal Semantics (Vocabulary) ✓ CERIF SQL Scripts ✓ CERIF XML Schemas ✓ CERIF XML Examples ✓ CERIF Semantics (Excel) ✓

What is a CRIS?www.eurocris.orgwww.eurocris.org

… information about

• Researchers• Organisations (Research-

performing, Funding)• Funding Programmes, Calls• Projects• …

… that means

• of current

interest• not

necessarily ongoing

… driven by

• Concepts• Model

• Implementation (Information System)

Current Research Information System

an integrated approach towards managing research information

= CRIS

CRIS and Repositories at an institution(slide by Keith Jeffery)

CRISResearch Context

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

facilities, equipment, events]

OA Repository(hypermedia) Documents

e-Research repositoryDatasets and Software

OAI-PMH

Variousprotocols

End-User

CERIFCERIF

Ongoing Activities towards CERIF 2.0www.eurocris.orgwww.eurocris.org

• Model Cleaning• Cross-TG Activities• Linked Open Data TG• Institutional Repositories TG• Architectures TG• Indicators TG• Best Practice TG

• Cooperation with• CASRAI• VIVO

cfExpertise

AndSkills

cfEquipment

cfFunding

cfFacility

cfService

cfCitation

cfEvent cfLanguage cfCurrency

cfCountry

cfCurriculum

cfPrize

cfQualification

cfGeographic

BoundingBox

cfPostalAddress

cfElectronicAddress

cfPerson

cfProject

cfOrganisationUnit

cfResultPatent

cfResultPublication

cfResultProduct

Strategic Partnershipswww.eurocris.org

International Council for Science;Commission on Data Access

European Association of Research Managers and Administrators

All European Academies

Ongoing Activities

HUNCRIS

SK CRIS

Members beyond Europe

AustraliaCanadaChinaIranIsraelMalaysiaMexicoSouth KoreaU.S.

www.eurocris.org

What makes CERIF shine

• Right level of abstraction• Normalized model– Record data only once– Reference rather than copy

• Versatile Semantic Layer• Time-based relationships• Clean design, regular structure

www.eurocris.org

www.euroCRIS.org

cerif 1.5 tutorial

research information

tutorial cerif

reviewersfinding information

national research projects

national cris

dissemination cerif

author x

slides authorbrigitte

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