University of St Andrews www eurocris org An

University of St Andrews www. eurocris. org An Ideal CRIS? Anna Clements Data Architect, University of St Andrews & euro. CRIS member since 2006 ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements @. rl. ac. uk WRN/ARMA May 2010

University of St Andrews Agenda • • • What is a CRIS? Who needs it and why? A brief history of CERIF and euro. CRIS CERIF-CRIS at St Andrews. . Where is the IR? ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews What is a 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 ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews What is a CRIS? Current Research Information System = CRIS … information about … that means • People + • Organisations + • Projects + • Funding Programmes + • Research Results + • … • Timeliness • Vitality … driven by • A Concept • A Model … incorporated as a • Implementation (ICT) an integrated approach towards managing research information ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews What is a CRIS? Current Research Information System = CRIS ata Metad … that means • Timeliness • Vitality ing chang hips ns relatio … information about hete roge nous • People + entit ies • Organisations + • Projects + • Funding Programmes + • Research Results + tion a Integr • … … driven RIF by CE • A Concept • A Model … incorporated as a • Implementation (ICT) an integrated approach towards managing research information ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews Agenda • • • What is a CRIS? Who needs it and why? A brief history of CERIF and euro. CRIS CERIF-CRIS at St Andrews. . Where is the IR? ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews Who needs it and why? • 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 ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews Who needs it and why? The Users o o o political decision-makers funding organisations research institutions individual researchers entrepreneurs and innovators media and general public ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews Purpose at institution level • a tool for policy making • evaluation of research based on outputs • document the research activities • document research output • a formal log of research in progress • to assist project planning. ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

Purpose for individual researchers University of St Andrews • to evaluate opportunities for research funding • avoid duplication of research activity • analyse research trends, locally, regionally and internationally • references/links to full text • locate new contacts/networks • identify new markets for products of research ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews Example outputs from a CRIS Researcher CV Research Bibliography Reports to Funder Management information Commercial output report Equipment use ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews Agenda • • • What is a CRIS? Who needs it and why? A brief history of CERIF and euro. CRIS CERIF-CRIS at St Andrews. . Where is the IR? ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews CRIS Interoperation The Need • In Europe – recognised need for standard format for interchange of R&D information • Two reports – Conference of European Rectors Conferences – Committee of Heads of Research Funding Agencies ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews CRIS Interoperation The Need (Wider) • European Commission picked up the ideas • 1987 -1990 Put together a group of experts nominated by national governments • Purpose to define a Common European Research Information Format (CERIF) ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews CRIS Conference • The first conference on CRISs 1991 – Bergen, Norway – Organised by Jostein Helland Hauge – Invited national experts as speakers • Subsequent conferences until 2000 – organised with the EC • Conferences 2002 onwards ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews CERIF & euro. CRIS • CERIF-91, CERIF 2000, CERIF 2002, CERIF 2004, 2006, 2008 • euro. CRIS founded formally in 2001 • EC handed over responsibility for CERIF to euro. CRIS in 2002 • euro. CRIS setup CERIF Task Group to oversee improvements to CERIF standard • Also …. – The CRIS conferences and membership meetings – www. cris 2010. org Aalborg 2 -5 th June – Strategic seminars (EC, ESF, EARMA, ALLEA, ICSU/CODATA, ERCIM, JISC, Grey. Net) – Community-building ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews CERIF The model today • 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 ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews PROJECT Funding Programme ORGUNIT PERSON Contact Skills CV Classification ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements Results Publication Results Patent Results Product Event Prize/Award General Facility Particular Equipment Service WRN/ARMA May 2010

University of St Andrews 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 ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews CERIF The use today. . and tomorrow. . . • Examples in Norway, Denmark, Ireland the Netherlands • And the UK ? • JISC funded EXRI project recommendation http: //www. jisc. ac. uk/publications/briefingpapers/2010/bpexriv 1. aspx ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews Agenda • • • What is a CRIS? Who needs it and why? A brief history of CERIF and euro. CRIS at St Andrews. . Where is the IR? ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews In the beginning … • Inhouse system from 2002 - non CERIF CRIS • Used for RAE • Linked to d. Space • Principles of good data management RAE was the driver ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

Publications Web of Science, ar. Xiv, Pub. Med… Finance ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements d ste rve Research Information System Linked Pulled In Full Text Repository Open Access Industry / SME’s Interface Ha ed Student Records Uploaded ter Human Resources Grants, Projects, KT Bibtex, Refman En University of St Andrews Manual Input HEI – Strategic Planning Fed Out REF, RCUK SFC, HESA Public, Media Recognition / Impact Collaborations Research Pools WRN/ARMA May 2010

University of St Andrews … what happened next - post RAE CRIS rising up agenda More functionality; better interoperability Requirements similar across sector. . So why go alone? Why reinvent the wheel across the sector? • Joint project to tender and implement with Aberdeen University for CERIFCRIS • • ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews Extract from model ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews Agenda • • • What is a CRIS? Who needs it and why? A brief history of CERIF and euro. CRIS at St Andrews. . Where is the IR? ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews Linkages From CERIF • CERIF does not only provide strong, role-typed, timestamped within-links • But also provides the facility for strong, role-typed, timestamped outward-links ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews Linkages From CERIF • publication X full-text (or multimedia) is not stored within the CERIF data model but in an institutional repository or publisher’s online database. CERIF provides the direct linkage to the full text. ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews Result_Publication Instance Diagram member Org. Unit M Part of employee Person A Org. Unit O member Org. Unit N Project leader Project P author owns IPR Publication X ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements Part of repository WRN/ARMA May 2010

University of St Andrews Linkages From CERIF Staying with this example: • more information about Person A may be found in the HR (human resources) system of Org. Unit O, or on web-pages associated with either Org. Unit M or N. ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews Result_Publication Instance Diagram HR System webpages Org. Unit M member Part of employee Person A Org. Unit O member Project leader Project P webpages Org. Unit N author owns IPR Publication X ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements Part of repository WRN/ARMA May 2010

University of St Andrews CRIS + Repositories End-User CERIF CRIS Research Context [projects, persons, organisational units funding, products, patents, publications facilities, equipment, events] CERIF Various OAIPMH protocols OA Repository (hypermedia) Documents ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements e-Research repository Datasets and Software WRN/ARMA May 2010

University of St Andrews IR is not disappearing • It is being put into context • Expertise and advocacy still required • … but an IR linked to a CRIS is greater than the sum of the two parts • … and will make your life easier New driver : funder mandates ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010

University of St Andrews Thank you Anna Clements akc@st-andrews. ac. uk www. eurocris. org ©euro. CRIS/Keith G Jeffery ©University of St Andrews/Anna Clements WRN/ARMA May 2010