current research information systems in europe (and wider) for evaluation and management prof keith...
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Current Research Information Systems in Europe (and wider) for
Evaluation and Management
Prof Keith G JefferyPresident Emeritus
euroCRIS
CERIF
Opportunities and Trends
Structure
• Introduction to euroCRIS and CERIF• CERIF Features• CERIF for metrics• Conclusion
Rationale• Late 1960s: UNESCO/ICSU, Conference of Rectors of European
Universities recognised needs– Recording and interoperating research information
• Used for – Research management and administration
• CVs, bibliographies…• Finding collaborators (and competitors)• Assisting proposal writing• Research management decision support
– Evaluation• Scientometrics: output, outcome, impact
• Research is distributed nationally and internationally therefore need interoperation
Research institutions Research Funders InnovatorsMedia / Public
Before 2002• 1984-87 IDEAS Project• 1987-99 EXIRPTS Project• 1987-1990 EC Expert Group
CERIF91• 1991 First euroCRIS conference
Bergen• 1993-2000 euroCRIS conferences
supported by EC• 1995-2001 Platform Group
– Jostein Hauge, Marga van Meel • 1997-1999 EC Expert Group
CERIF2000• 2002- euroCRIS as a registered
not-for-profit organisation• 2002 EU requested euroCRIS to
maintain, develop and promote CERIF (as an EU recommendation to member states)
Membership
Starting in 2002 with around 20 delegates…
~300 members in 42 countries; all continents except Antarctica
Strategic Partners
formalising with LATTES
In 2002 – none! Now….
Seminar
• Nothing in 2002• Very successful series
starting 2003• Much participation by
European Commission• And of course strategic
partners• Has a real impact
Communications
• Website: nothing in 2002 – now (from 2011 annual report)
• Newsflash• Annual Report (since
2010)• Conferences – first one
under euroCRIS August 2002; 2012 largest and best ever
CERIF• 2002 basic EER data model
– Formal Syntax– User semantics
• Extensions– Facilities– Indicators
• Language variants• Semantic layer• XML version• LOD version• Federated IDs
CERIF
EU Recommendation to Member States
CRIS-IRIn 2002 CRIS and IR were different worlds.Progressive integration.Catalogue of IRs in euroCRIS DRISRecognition of value of CERIF as metadata for IROpenAIRE adopted CERIFCOAR strategic relationship
2011 Rome Declaration
LOD
• Popular way to browse / query data
• W3C• RDF• Metadata standards in
RDF– CKAN, eGMS, DC
• Some work on triplestores
• Generating from CERIF– Integrity– Consistency– View over CERIF
• Relates to ENGAGE • Relates to VIVO • Relates to PSI / e-Gov /
data.gov initiatives
Projects
• UK Projects– CRISPool, IRIOS, R4R, MICE,
Snowball, CERIFy, BRUCE, CIA, RMAS, RMAS-EE, IRIOS-2, UKRISS, C4D, REDIC, DESCRIBE, UniQuip
• UK Funder Projects– REF, GtR, ROS, EVAL
• EC Projects– ENGAGE– EuroRIs-Net– OpenAIREPlus
– Many national projects
• Provide– Exposure and PR– Funding– Technology– Know-how
2002 – no projects2008 – considered strategic2010 first successes UK, EC
Suppliers• Atira (now Elsevier)• Avedas• Symplectic• Other nationally-based
companies (e.g. CZ, SK)
• VIVO (US)
• Elsevier SCIVAL• Thomson Reuters RIV
• Commercial market has arisen since 2003
• Partly because of research evaluation
• Partly because of the desire to communicate the research of an institution
• Partly because of a desire to interoperate– Benchmarking– Administration (B2B)
Penetration of CERIF
• National standard in 10 European countries (UK, NO, BE, IT, DE, IS, DK, SE, CZ, SK);– Example systems: CRIStiN (NO); FRIS (BE)
• In use in (almost) all EU and EEA countries;• Used as standard for ERC system• Used as standard in MERIL (ESF) RI system• Adopted by OpenAIRE community
– Publication repositories, research evaluation for EC Framework Programmes
The Need
• Need for management of research information demonstrated by take-up
• Need for interoperation of research information– Benchmarking, evaluation, cooperation– Business-to-business between research
institutions, funders, innovators etc– Coherent ‘picture’ for government, public
Structure
• Introduction to euroCRIS and CERIF• CERIF Features• CERIF for metrics• Conclusion
The Users
• Research and Development Information– For the political decision-makers– For the funding organisations– For the entrepreneurs– For the researchers– For the research managers– For the innovators– For the media– For the general public
Project
Person / CV
Institution
Event
Equipment
Books
Journal/article
PatentResearch
Group
Publisher
Information of Interest
CERIF Model (EU Recommendation to Member States)
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 Expressiveness
Result_PublicationInstance Diagram
Person A
Publication X
OrgUnit O
OrgUnit M
OrgUnit N
Project P
member
member
employee
Part of
Part of
owns IPRauthor
Project leader
CERIF-CRIS related to other systems• CERIF-CRIS as the centre of the organisation
– Provides interlinking and interoperation WITHIN one organisation
– Repositories (bibliographic, datasets)– Organisational administrative systems (Finance,
HR…)– Web pages presentation (generate from CERIF-
CRIS)• CVs, bibliographies, project overviews….
– Directories and support of workflow
CERIF-CRIS in context
Publicationrepository
DatasetSoftwarerepository
Finance system
HumanResources
system
Project Management
system
CERIF-CRIS
Web pages DirectoryServices
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
e-Researchrepository
CRIS
OA repository
e-Researchrepository
End-User End-User End-User
Institution A Institution B Institution C
The CERIF Solution
(including OpenAIRE)
Integration of Repositories• To view content in repositories through contextualised,
structured metadata – E.g. Relate publication to:
• Persons• Organisations• Projects• Funding• Facilities• Equipment• Event• Patent• Product
• Repository metadata DC (Dublin Core) insufficient• (as recognised by OpenAIREPlus when adopted CERIF)
Key Features• Developed by international community – consensus• Flexible and extensible• Separation of base and link entities
– Flexible / extensible– Rich semantics (role)– Temporal : it is the relationships that have duration
• Multi characterset• Multilingual• Formal Syntax
– Efficient, accurate computer processing• Declared Semantics
– Including crosswalks for interoperation
CERIF
Structure
• Introduction to euroCRIS and CERIF• CERIF Features• CERIF for metrics• Conclusion
CERIF-CRIS Being Useful• Researcher CVs• Bibliographies• Web pages (semantic web)• Improved scholarly publications• Improved research proposals• Finding collaborators• Finding reviewers• Current awareness of relevant research activity• Finding appropriate funding opportunities• Innovation (knowledge and technology transfer)
A CERIF-CRIS improves quality and reduces effort in daily work
But also….
• Evaluation and Benchmarking– By funding organisations justifying their spend– By research organisations demonstrating their
competence
• euroCRIS has an indicators Task Group– Bringing together the international teams (NL, DE, UK,
NO) including CASRAI, Elsevier and Thomson-Reuters– To develop better metrics
• Output, outcome, impact
MICE Project: CERIF Architecture
CERIF Indicators Segment
Physical data Structure Indicators
Structure
• Introduction to euroCRIS and CERIF• CERIF Features• CERIF for metrics• Conclusion
Conclusion• CERIF (Common European Research Information Format)
– mature standard, only one of its kind in the world– used widely in many countries and several EC projects– commercial products support it, demonstrated benefits– EU Recommendation to member states– maintained / developed / promoted by euroCRIS
• euroCRIS (European Current Research Information Systems)– association of research information management professionals
represents Europe and beyond– covers all aspects of research information management, incl. research
evaluation– significant strategic partnerships– has experience in projects– ready for a wide action and cooperation
CERIF
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