Research Products Pure Taking back control the Pure

Research Products | Pure Taking back control: the Pure approach to institutional reporting and REF management Manya Buchan, Pure Product Manager James Toon, Pure Customer Consultant ARMA Liverpool 6 June 2017 Pure Research Products | 1

Research Products | Pure | What does Pure as a CRIS do? Support data-driven decision making, for increased competitiveness • Through researcher-centric reporting on the range of academic activity, datasets, output and impact, from one authoritative source of interrelated data Facilitate effective academic showcasing, discovery and networking, for increased collaboration • Through semantic research expertise profiling (fingerprinting), showcasing of academic activity, output and impact, and public sharing of research outcomes (institutional repository, portal) Streamline compliance, for increased efficiency • Through bespoke support for national assessments in specific markets (REF, SEP, ERA, BFI), and enabling compliance with open access requirements and other mandates and policies Optimise funding applications and simple awards management, for increased funding • Through facilitating better matching of potential applicants to opportunities, and simple pre- and post-award process management 2

Research Products | Pure What should REF Managers expect from a CRIS? • • • Ongoing capture of research activity and evidence Submission preparation and management Visibility / confidentiality Audit support Key dates • Teamwork! | 3

Research Products | Pure Teamwork • Engaged user community • Identified REF lead(s) • Supplier Commitment - Expertise - | 4

Research Products | Pure Capture Research Activity • Datamodel Comprehensive - Robust - • REF-relevant content types - Researchers Research outputs Impact Students Research Income Activities Prizes Press / Media | 5

Research Products | Pure | Capture Research Activity CERIF compatible robust rich used worldwide 6

Research Products | Pure Capture Research Activity Integrations with other systems • Source content HR, Finance, Student record - research outputs, press coverage, datasets - • Interlink content citation data from Scopus - Altmetrics and Plum Prints - • Export / showcase output - HR (e. g. Uo. A assignments) ORCID Sci. Val for further analysis Local web pages (web services) Pure Portal | 7

Research Products | Pure Capture Research Activity | 8

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Research Products | Pure Capture research activity & evidence Looking at Impact • Capture research impact as it’s happening • Evidence claims in real-time • Relate impact to underpinning research outputs, press coverage, activities, projects • Aids institutional memory • Potentially increases the number of impact stories | 13

Research Products | Pure | Capture Research Activity • Supported by workflow and professional input to validate content on a continuous basis • Achieve a steady-state in terms of data capture and data quality Move away from severe peaks in submission data clean-up activity - Enables focus away from resolving data quality issues to improving submission quality - Does have some reliance on early notification of submission data requirements - Also relies on researcher engagement outwith peak REF preparation times - • Link content to ease burden ‘golden copy’ - relationships between outcomes (outputs, activities, projects, press, impact, prizes) - 14

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Research Products | Pure | 16 Submission preparation and management : Comprehensiveness ALL FORMS + ALL FIELDS All submission elements are deliverable in Pure, including: - - REF 1 b and all associated calculations (clearly-defined) REF 4 REF 3 b and corroborating source contact details Automatic calculation of REF 3 a & REF 5 page numbers, and number of REF 3 b case studies required, as per the Cat A FTE Validation against submission system validation requirements Functionality to support E&D Monitoring reporting requirements Research Groups Multiple & Joint submissions Interaction with REF Submission System o XML upload, including REF 2 PDFs o Ingestion of citations back into Pure o Produce REF Submission System reports and validation reports within Pure Numerous user role types, allowing flexibility across the customer base Detailed and comprehensive reporting functionality

Research Products | Pure Submission preparation and management : Reporting • Standard summary screens View submissions at-a-glance - Highlight actions required - o With ease of navigation directly to affected records • Bespoke reporting Flexibile - Comprehensive - Supports number of use cases - o Data clean-up (e. g. identify all REF 1 a/c with missing HESA IDs) o Data checking (e. g. compare eligibility status against HR job type) o Data quality and consistency (e. g. REF 1 b Explanatory text statements) o Monitoring submission progress | 17

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Research Products | Pure Submission preparation and management : Reporting | 19

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Research Products | Pure Submission preparation and management : Reporting | 21

Research Products | Pure | 22 Submission preparation and management : Workflow • Appropriate REF user roles and rights to support required confidentiality and robust workflow • Workflow options must support multiple organisational submission strategies Devolved – Uo. A sign-off - Centralised – Research Office sign-off -

Research Products | Pure Submission preparation and management REF Submission System interaction • Seamless • Automatic • Supplier needs to work with UK customers and the REF Team | 23

Research Products | Pure | 24 Confidentiality / Visibility Confidentiality • Appropriate REF user roles and rights to support required confidentiality and robust workflow Selection status - Eligibility status - REF 1 b - Visibility • REF submission content is not exposed via Web Services • Pure Portal showcases institution’s research outcomes • Can demonstrate / evidence collaborative activity (e. g. Joint submissions) using Web services

Research Products | Pure Audit / post-submission support • Attach evidence, input contact details, …directly on REF content • Examples REF 3 b corroborating sources, including factual statements - REF 2 hard copy submission - | 25

Research Products | Pure | Meeting key deadlines Timely delivery of required functionality is key Initial decisions published mid-2017 • Depending on what these initial decisions are, first phase of Pure development could come in February / June 2018 Guidance published 2018 • Assuming summer, next major phase of Pure development could come in February / June 2019 Submission system released with technical documentation and validation rules early 2020 • Would expect final Pure development delivered potentially June 2020 Submission November 2020 26

Research Products | Pure Thank you! Manya Buchan, Pure Product Manager James Toon, Pure Customer Consultant ARMA Liverpool 6 June 2017 Pure Research Products | 27