Danica Zendulková, EuroCRIS TG CRIS-IR leader Otevřené repozitáře 2013 Brno, 30th May 2013 Slides reproduced from presentations by euroCRIS members: Ed Simons, Brigitte Jörg, Anna Clements, Jan Dvořák, Barbara Ebert

 EuroCRIS, its visions, aims and activities  CRIS system  CERIF standards  EuroCRIS task group CRIS-IR  Interoperability example in SK CRIS

 euroCRIS is a not-for-profit organisation, dedicated to the development of quality CRISs (Current Research Information Systems) enabling a wide-scale interoperability. euroCRIS is the custodian of the Common European Research Information Format (CERIF), an EU Recommendation to the Member States. WHY: Vision  Towards Open Access to all European Research Information. WHAT: Mission  Towards research institutions’ capability for interoperation, euroCRIS is dedicated to the development of a high-quality and scalable architecture to facilitate this. HOW: Realisation  Distribute and develop further the CERIF data model and services for homogeneous access over heterogeneous information sources in the European Research Area (ERA), with support of euroCRIS and its members. WHO: Utilisation  Research managers, evaluators, researchers, innovators, entrepreneurs, media, citizens.

Task groups:  CERIF Task Group  CRIS-IR Task Group  Best Practice Task Group  Projects Task Group  CRIS Architecture and Development  Linked Open Data Task Group  Indicators Task Group Activities:  Members meetings twice per year: The purpose is to inspire the local communities that are planning to use or are using a CRIS. An opportunity to talk inside the euroCRIS community.  Annual strategic seminar: The purpose is to discuss with strategic partners and to form policies.  CRIS conferences (every second year): The purpose is to involve communities outside euroCRIS.  Task Group meetings as required: The Task Groups develop actively euroCRIS strategy and offerings.  Board meetings four times per year: The Board steers the organization, both in the sense of day-to-day management and governance, assesses and controls policy and monitors progress of activities. The current Board of 12 persons is drawn from 9 European countries.

“ a Current Research Information System, commonly known as "CRIS", is any information tool dedicated to provide access to and disseminate research information ” ( A CRIS consists of a data model describing objects of interest to R&D a tool or set of tools to manage the data Current Research Information System...

… 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 CERIF

 Information about : Researchers Organisations (who Carry out, Fund, Publish, Commercialise, Benefit from: RESEARCH) Funding Programmes & Calls Projects (Proposed, Ongoing, Completed) Publications, Patents, Data, Products Impact (Indicators and Measures) Facilities, Equipment, Services Addresses, Geographic Bindings, Languages And their Relationships

Research Information Funding Organisations Researchers Research Organisations Decision Makers Project Managers Publishers Enterprises Intermediaries / Brokers Media Education General Public visibility, finding collaborations, competitors, CV generation performance, strategic decisions, priorities, bench-,marking integration of relevant findings into lectures and training finding research results of potential market or innovative value distribution and communication information and education, interest finding reviewers, editors distribution of programmes evaluation of results, finding reviewers finding information for participation in projects, partnerships, usage of results integration and interoperability strategic management overview of ongoing activities Libraries acquisition, dissemination

 Common European Research Information Format  Standard format for interchange of R&D information  European Commision: CERIF recommendation to the EU Member States

 Conceptual Level (Specification) Concepts relevant for the research domain and 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 a general contextual semantics of the research domain inline with the conceptual, logical and machine description Equipment Project Organisation Service Funding Patent Skills CV Product Event Person Classification ( Semantics ) Classification ( Semantics ) Publication SQL Script CREATE Table cfPers CREATE Table cfProj CREATE Table cfOrgUnit

CERIF Entity Types Base Entities Result Entities Infrastructure Entities 2nd Level Entities Geographic Bounding Box Link Entities CERIF Features Multiple Language Semantics Measures & Indicators

 1. CERIF provides an integrated data model for storing or exchanging defined kinds of research information including projects, persons, organisations, funding, publications, patents, products, events, facilities, equipment etc.  2. CERIF may be used to generate researcher CVs and bibliographies, to provide management reports of research activities for funders or research performing institutions, to locate relevant research activities, facilities, equipment or researchers, to stimulate innovation, to evaluate research, to discover potential reviewers.  3. CERIF is in use for research information management by an increasing number of national systems and many individual research funding or performing organisations. There are several commercial companies offering CERIF-compliant systems.  4. CERIF was developed by a group of nominated national experts and is an EU Recommendation to Member States. CERIF is maintained, developed and promoted at the request of the European Commission by euroCRIS. It is continually developed by a defined process involving euroCRIS members.  5. CERIF models the world of research information as a fullyconnected graph (not a restricted hierarchy). CERIF has a formal syntax and declared semantics.  6. CERIF has the concept of base entities (e.g. Person) and dynamic link entities (e.g. Person-Publication). This provides advantages in flexibility but also allows the relationship between entities to have associated role (e.g. (first) author) and temporal information.  7. The link entities also allow instances in CERIF to be linked to instances in external systems such as full-text in an institutional repository or research grant funding for a´project in an institutional finance system.  8. The semantics of values of attributes in base entities (e.g. valid country names) are defined.  9. The semantics of values of role in link entities (e.g. Person- Publication roles of author, editor, reviewer, illustrator….) are defined.  10. Recent studies (2010) in the UK have demonstrated (a) CERIF is technically the best standard for research information; (b) adoption of CERIF provides very substantial cost savings and improvements in effectiveness.

 Covering all aspects of research information (researchers, projects, organisations, funding, input (f.t.e. and money), output (publications, patents, other results...), equipment, services, datasets the research is based on...).  An optimal (relational) architecture allowing to express any kind of relation between entities/attributes with every relation “time-stamped” and semantically defined.  Very fine-grained structure, allowing output of the metadata to virtually any format (DC, Didl-Mods, Mark21, etc...).  A separated “semantic layer” allowing the use of multiple (any) controlled vocabularies (classifications, typologies) as well as their cross-linking and mapping.

Right level of abstraction Normalized model  Record data only once  Reference rather than copy Versatile Semantic Layer Time-based relationships Clean design, regular structure

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 women have been involved in FP7 projects? How many projects have been realised in 2010 in field A? How many articles have been published in field B? How many publications have resulted from project Y?

The CRIS-IR Task Group aims at furthering the science and technology of the linkage between CRIS and repositories and specifically open access institutional repositories of publications, although data and software repositories are also of interest. This involves working on the architecture for linkage, the metadata and the mechanisms. There are outstanding issues in these areas concerned with syntax, semantics and software processes. Technical work must be preceded by communication and approximation of views between two communities: CRIS and Repository managers and specialists. TG Leader: Danica Zendulková

Vision: relation between CRIS and Repository  Cooperation between the CRIS and OAR communities  Open access and IPR questions – recommendations for institutional and national systems  Good practice: Use cases for interoperability between CRIS and IR – put to the webpage  Technical aspects: ◦ Prepare model of integration interface (xml data exchange, web services) ◦ Optimal set of metadata. Metadata conversion from/to common used metadata format ◦ Using Authority file with persistent ID

CRIS Research Context [projects, persons, organisational units funding, products, patents, publications facilities, equipment, events] OA Repository (hypermedia) Documents e-Research repository Datasets and Software OAI- PMH Various protocols End-User CERIF

Person A Publication X OrgUnit O OrgUnit M OrgUnit N Project P member employee Part of owns IPR author Project leader

 At the 2nd CRIS & OAR Workshop, May 2011 Rome  Need to coordinate the developments in CRIS and OAR  High quality research information is critically important to research institutions, research funders, policymakers and society at large  Information on publicly-funded research should be available, shareable and integrated seamlessly 

Combine repository with CRIS use metadata from CRIS  Converis -integrated Research Information Management with support along the complete Research Life Cycle  Pure – integrated CRIS and repository „two in one“  Symplectic – research management information system used by universities  Surplus –CINECA  Universitas XXI OCU CountryNo of applications Austria1 Belgium3 Denmark45 Finland2 Germany4 Italy1 Netherland1 Norway1 Portugal1 Sweden2 United Kingdom 43

euroCRIS Secretariat Cor van Osnabruggelaan RE Voorschoten The Netherlands Phone: Website:

 Informačný systém výskumu, vývoja a inovácií SK CRIS /od januára 2013 

 Projekty  Výskumníkov  Organizácie  Výsledky VaV (publikácie, patenty, produkty)  Modul pre zber dát a integračné rozhranie  Plnotextové aj rozšírené vyhľadávanie  Hypertextové prepojenie objektov

 je publikácia A výsledkom riešenia projektu?  aké publikácie vznikli v rámci projektu X?  Z bibliografickej dtb CREPČ sa to nedozvieme...  Ale:  nechceme údaje vkladať dvakrát  Riešenie:

 CREPČ – Centrálny register publikačnej činnosti (v súčasnosti dáta za univerzity; bez úplných textov)

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