© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 1 CERIF – Tutorial Brigitte Jörg, M.A. (Information Science) German Research Center for Artificial Intelligence (DFKI), Language Technology Lab Berlin, Germany C E R I F T U T O R I A L CERIF 1.3 Release C E R I F T U T O R I A L CERIF 1.3 Release

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 2 CERIF – Tutorial Introduction of Speaker Brigitte Jörg M.A. Information Science Information Systems, Economics  Researcher, Project Manager DFKI GmbH, Language Technology Lab, Manager Virtual Information Center, Berlin  CERIF TG Leader, Board Member euroCRIS Contact: dfki.de

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 3 CERIF – Tutorial Outline  Grounding Explanations  The CERIF Model  Entities  Model Structure  Model Components  Semantic Layer  CERIF Semantics  Use and Implementations  Ongoing and Next Steps  Discussion

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 4 CERIF – Tutorial The C E R I F Model C ommon E uropean R esearch I nformation F ormat

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 5 CERIF – Tutorial What is a model ?  … is a simplified view to describe a particular area of interest  … allows for a better communication between parties (mutual understanding)  … supports (re-)design decisions  … supports workflow identification  … supports documentation  … supports formalization  … can be exchanged, re-used, iterated, extended A B is member of C D is part of X Z supports F G co-ordinates

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 6 CERIF – Tutorial „Metadata is structured data which describes the characteristics of a resource.” An Introduction to Metadata by Chris Taylor, University of Queensland “Metadata is sometimes defined literally as 'data about data,' but the term is normally understood to mean structured data about resources that can be used to help support a wide range of operations. These might include, for example, resource description and discovery, the management of information resources and their long-term preservation.” Metadata in a Nutshell by Michael Day, UKOLN What is Metadata ?

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 7 CERIF – Tutorial What is Metadata ? Book: Title: The Hitchhiker‘s Guide to the Galaxy Date of Publication: 1979 Game Cover Image: The Hitchhiker‘s Guide to the Galaxy Source: Retrieved: May 30, 2008 Radio Series: Title: The Hitchhiker‘s Guide to the Galaxy Description: is a science fiction comedy series created by Douglas Adams. Originally a radio comedy broadcast on BBC Radio 4 in 1978, […] Source: Wikipedia Date of Query: May 30, 2008 Series of five Books: Title: The Hitchhiker‘s Guide to the Galaxy. Between: TV Series: Title: The Hitchhiker‘s Guide to the Galaxy Screened: 1981 Computer Game: Title: The Hitchhiker‘s Guide to the Galaxy Released: 1984 Comic Book Adaptions: Title: The Hitchhiker‘s Guide to the Galaxy Between: 1993 – 1996 Links: HTML-Title: Cult – The Hitchhiker‘s Guide to the Galaxy s_Guide_to_the_Galaxy HTML-Title: The Hitchhiker's Guide to the Galaxy Data about Data Structure: Type of Resource Title Description Source Date Author, Creator, … Metadata

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 8 CERIF – Tutorial What is formal, semantic Metadata ? Book: Title: The Hitchhiker‘s Guide to the Galaxy Date of Publication: 1979 Game Cover Image: The Hitchhiker‘s Guide to the Galaxy Source: Retrieved: May 30, 2008 Radio Series: Title: The Hitchhiker‘s Guide to the Galaxy Description: is a science fiction comedy series created by Douglas Adams. Originally a radio comedy broadcast on BBC Radio 4 in 1978, […] Source: Wikipedia Date of Query: May 30, 2008 Series of five Books: Title: The Hitchhiker‘s Guide to the Galaxy. Between: TV Series: Title: The Hitchhiker‘s Guide to the Galaxy Screened: 1981 Computer Game: Title: The Hitchhiker‘s Guide to the Galaxy Released: 1984 Comic Book Adaptions: Title: The Hitchhiker‘s Guide to the Galaxy Between: 1993 – 1996 Links: HTML-Title: Cult – The Hitchhiker‘s Guide to the Galaxy s_Guide_to_the_Galaxy HTML-Title: The Hitchhiker's Guide to the Galaxy Data about Data Structure: Type of Resource Title Description Source Date Author, Creator, … Metadata

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 9 CERIF – Tutorial Metadata Categories –Descriptive Metadata [intellectual contents] –Administrative Metadata Technical [file formats...] Rights Management [permissions...] Provenance [creation, subsequent treatment,...]... –Structural Metadata [internal structure of items: page order...] –Contextual Metadata Project Context [funding programme, participating organisations …] Publication Context [number of authors, external authors, first …] Usage Context [downloads, requests, …]... What is formal, semantic Metadata ? Formalization, Semantcis = based on a Model Formalization, Semantics = based on a Model

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 10 CERIF – Tutorial What is Research Information ? Data/Metadata or Information about Scientists Project Managers Ongoing and Completed Projects Research Departments Funding Organisations and Programmes Research Results Publications Equipment Facilities their timely Relationships (Semantics)...

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 11 CERIF – Tutorial What is a CRIS ? C urrent R esearch I nformation S ystem = CRIS … information about People + Organisations + Projects + Funding Programmes + Research Results + … … that means Timeliness Vitality … driven by A Concept A Model … incorporated as a Implementation (ICT) an integrated approach towards managing research information

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 12 CERIF – Tutorial What is a CRIS ? C urrent R esearch I nformation S ystem = CRIS … information about People + Organisations + Projects + Funding Programmes + Research Results + … … that means Timeliness Vitality … driven by A Concept A Model … incorporated as a Implementation (ICT) an integrated approach towards managing research information heterogenous entities changing relationships CERIF Metadata Integration

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 13 CERIF – Tutorial What CRISs aim at ? Data Silos People Organisations Patents Projects Publications Funding Programmes Funding Programmes Human Resource Management Human Resource Management Finance Project Management Project Management CRISs to enable Integration and Interchange Metadata Host & Carrier Terminologies

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 14 CERIF – Tutorial What CRISs aim at ? Data Silos People Organisations Patents Projects Publications Funding Programmes Funding Programmes Human Resource Management Human Resource Management Finance Project Management Project Management CRISs to enable Integration and Interchange Metadata Host & Carrier Terminologies

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 15 CERIF – Tutorial What CRISs aim at ? Data Silos People Organisations Patents Projects Publications Funding Programmes Funding Programmes Human Resource Management Human Resource Management Finance Project Management Project Management Terminologies

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 16 CERIF – Tutorial What CRISs aim at ? Data Silos People Organisations Patents Projects Publications Funding Programmes Funding Programmes Human Resource Management Human Resource Management Finance Project Management Project Management Terminologies CERIF as a Middle-Layer

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 17 CERIF – Tutorial CRIS and Repositories at 1 institution (Slide by Keith Jeffery) 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

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 18 CERIF – Tutorial Who is in need of Research Information? Research Information Research Information Funding Organisations Researchers Research Organisations Decision Makers Project Managers Publishers SMEs Intermediaries / Brokers Media Education General Public Stakeholders Find partners, track competitors, form collaborations to assess performance, assess output, find proposal reviewers to decide on priorities and resourcing, compare with other countries to find potential authors, find paper reviewers to find research products, identify ideas to be carried forward to communicate result for interest

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 19 CERIF – Tutorial Who is in need of Research Information? Research Information Research Information Funding Organisations Researchers Research Organisations Decision Makers Project Managers Publishers SMEs Intermediaries / Brokers Media Education General Public Stakeholders Find partners, track competitors, form collaborations to assess performance, assess output, find proposal reviewers to decide on priorities and resourcing, compare with other countries to find potential authors, find paper reviewers to find research products, identify ideas to be carried forward to communicate result for interest Research is International Research Information involves various Entities

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 20 CERIF – Tutorial What kind of Questions do we want to answer?  How many articles has author X published in 2007 as a first author?  How often have articles by author X been cited?  Did author X publish with institutionally external authors?  In how many FP7 projects does organisation Z participate?  How many publications have resulted from project Y?  How many people have been employed in the course of FP6 projects from the 1st call in the NMS?  How many PhD students have participated in FP6 projects?  How many women have been involved in FP6 projects?  How often have articles in journal A been requested in 2007?  How many articles have been published in the field of B?

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 21 CERIF – Tutorial C E R I F C ommon E uropean R esearch I nformation F ormat

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 22 CERIF – Tutorial What is CERIF ? the Common European Research Information Format –Conceptual Level (Specification) A description of the concepts of research involved entities and their relationships –Logical Level (Conceptual Model) A formal description of the research involved entities and their relationships according to a concept –Physical Level (Database Scripts) A formal machine readable description of the entities and their relationships according to a concept –Semantic Layer (current Formal Semantics) A formalized controlled vocabulary describing a general contextual semantics of the research domain inline with the conceptual, logical and machine description SQL Script CREATE Table Person CREATE Table Project CREATE Table OrgUnit is author (numbered) of is author of is reviewer of is author (percentage) of is editor (numbered) of is editor of is subject of is translator of is publisher of Person_Publication Scheme

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 23 CERIF – Tutorial The CERIF Evolution EU Working Group on Research Databases Workshop CERIF 91 PROJECT Similar Ideas UN/UNESCO OECD CODATA Acronym: ERGO Participant: Keith Jeffery, Anne Asser son, many more Organisations: Rutherford Appleton, Uni- versity of Bergen, … Acronym: ERGO Participant: Keith Jeffery, Anne Asser son, many more Organisations: Rutherford Appleton, Uni- versity of Bergen, … 2000 CLASSIFICATION RESULTSEQUIPMENT PROJECT OrgUnitPERSON EXPERTISE Roles 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 2ndLevel Base Language Semantics 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 ( ) FORMALSEMANTICSFORMALSEMANTICS + CERIF Ontology + Linked Data 2011/2012 CERIF 1.3

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 24 CERIF – Tutorial What is CERIF ? Common European Research Information Format  CERIF is an EU Recommendation to Member States  The European Commission (EC) has authorised euroCRIS to maintain and develop CERIF and its usage

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 25 CERIF – Tutorial C E R I F C ommon E uropean R esearch I nformation F ormat

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 26 CERIF – Tutorial One View of the CERIF Model Structure CERIF Entity Types  Base Entities  Result Entities  Infrastructure Entities  2nd Level Entities  Link Entities CERIF Features  Multiple Language  Semantics  Measure & Indicator  Geographic Bounding new

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 27 CERIF – Tutorial CERIF Base Entities

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 28 CERIF – Tutorial CERIF Base Entities in Detail Person ID URI Gender FirstNames OtherNames FamilyNames NameVariants ResearchInterest Keywords Project ID URI Acronym StartDate EndDate Title Abstract Keywords OrganisationUnit ID URI Acronym Name HeadCount CurrencyCode Turnover ResearchActivity Keywords

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 29 CERIF – Tutorial CERIF Result Entities

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 30 CERIF – Tutorial CERIF Result Entities in Detail ResultProduct ID URI InternationalID ResultPublication ID URI Title Subtitle Abstract Bibl. Note PublicationDate TotalPages StartPage EndPage Keywords ResultPatent ID URI PatentNumber Title CountryCode RegistrationDate ApprovalDate Description Keywords

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 31 CERIF – Tutorial CERIF Infrastructure Entities Equipment Facility Service

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 32 CERIF – Tutorial CERIF Infrastructure Entities in Detail Facility ID Acronym URI Title Description Keywords Service ID Acronym URI Title Description Keywords Equipment ID Acronym URI Title Description Keywords Equipment Facility Service

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 33 CERIF – Tutorial Research Infrastructures (Definitions) Facility ID Acronym URI Title Description Keywords Service ID Acronym URI Title Description Keywords Equipment ID Acronym URI Title Description Keywords A distributed RI is constituted by geographically distributed implementations / facilities but managed by a single body. Thus, a distributed RI is thus considered as a single RI, modelled in CERIF as a tree of facilities connected to the Facility entity representing the entire RI via recursive cfFacility_Facility relationships with appropriate semantics (e.g. isPartOf) while the RI is connected with its managing body through the cfOrgUnit_Facil link entity. A network of RIs comprise several Ris connected in some respect, but each one with its own governance / management body. The relationships between Ris in a network are modelled in CERIF using the CERIF Semantic Layer, using the cfFacil_Class entity (Class: Network class, Role expression: isANetwork) and the cfFacil_Facil entity (Class: Network class, Role expression: belongsTo). A virtual RI is defined as e ‐ infrastructure, either a distributed e-infrastructure that connects several Ris (databases, HP computers, facilities, etc) or a single ‐ sited electronic RI (e-library, e ‐ archive, data repository, etc). A Cluster is a grouping of Ris based on certain similarities (scientific domain, geographical region). A cluster of RIs may be supported in some way or funded, e.g. by industry entities. A cluster is modelled in CERIF as a virtual organisation through the cfOrgUnit entity connected with the individual RIs belonging to the cluster with a cfOrgUnit_Facil link entity.

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 34 CERIF – Tutorial CERIF Entities (Types in Colors) Citation CV Prize Qualification ExpertiseAndSkills Equipment Facility Funding Service ElectronicAddresse PostalAddress Country Currency LanguageEvent Metrics

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 35 CERIF – Tutorial CERIF 1.3 Entities (Types in Colors) Citation CV Prize Qualification ExpertiseAndSkills Equipment Facility Funding Service ElectronicAddresse PostalAddress Country Currency Language Event MetricsIndicator Measurement Geographic Bounding Box

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 36 CERIF – Tutorial CERIF Second Level Entities Citation CV Prize Qualification ExpertiseAndSkills Equipment Facility Funding Service ElectronicAddresse PostalAddress Country Currency Language Event MetricsIndicator Measurement Geographic Bounding Box Infrastructure Entities Measurement & Indicator Geographic

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 37 CERIF – Tutorial Measuring Impact in CERIF (MICE) MICE, a JISC-funded Project coordinated by Richard Gartner, Kings College, London, UK

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 38 CERIF – Tutorial CERIF Measurement & Indicator (inspired by MICE; further developed within CERIFy) Facility Equipment Service PAddr Country Geo Boundin Box PAddr Country Geo Boundin Box Facility Equipment Service Person Project Organisation Publication Patent Product Publication Patent Product Person Project Organisation Indicator Measurement Classification CERIFy, a JISC-funded Project managed by Mahendra Mahey, University of UKOLN, Bath, UK

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 39 CERIF – Tutorial CERIF Measurement & Indicator (inspired by MICE; further developed within CERIFy) Facility Equipment Service PAddr Country Geo Boundin Box PAddr Country Geo Boundin Box Facility Equipment Service Person Project Organisation Publication Patent Product Publication Patent Product Person Project Organisation Indicator Measurement Classification Impact Esteem CERIFy, a JISC-funded Project managed by Mahendra Mahey, University of UKOLN, Bath, UK

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 40 CERIF – Tutorial CERIF Measurement & Indicator (inspired by MICE; further developed within CERIFy) Facility Equipment Service PAddr Country Geo Boundin Box PAddr Country Geo Boundin Box Facility Equipment Service Person Project Organisation Publication Patent Product Publication Patent Product Person Project Organisation Indicator Measurement Classification Impact Impact indicators are categories that include such concepts as 'improving performance of existing businesses', 'improved health outcomes' and 'cultural enrichment'. Number of Patents ; Number of Staff employed; Number of cancer patients ; Theater performances ;

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 41 CERIF – Tutorial Measurement & Indicator cfMeasureIdentifier cfCountInteger cfCountIntegerChange cfValueFloatingPoint cfCountFloatingPointChange cfValueJudgementalNumeric cfValueJudgementalNumericChange cfValueJudgementalText cfValueJudgementalTextChange cfURI

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 42 CERIF – Tutorial Geographic Bounding Box

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 43 CERIF – Tutorial Geographic Bounding Box

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 44 CERIF – Tutorial CERIF Entities (Types in Colors) Citation CV Prize Qualification ExpertiseAndSkills Equipment Facility Funding Service ElectronicAddresse PostalAddress Country Currency Language Event MetricsIndicator Measurement Geographic Bounding Box

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 45 CERIF – Tutorial CERIF Entity Structure Generic Identifier URI Attributes Multilingual Attributes Relationships (Links)

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 46 CERIF – Tutorial CERIF Link Entity Structure GenericApplied Contextual Roles Semantic Layer Time Stamps Vocabulary Triple Structure

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 47 CERIF – Tutorial Some CERIF Link Entities

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 48 CERIF – Tutorial Some CERIF Semantic Features role=author role=coordinator role=CEO role=deliverable1.2 role=author1 institute role=funder Semantic Features associated with Link Entities

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 49 CERIF – Tutorial More CERIF Semantic Features role=author role=author1 role=reviewer role=... ? role=coordinator role=manager role=CEO role=researcher role=project-manager role=deliverable1.2 role=journal article role=public report role=author1-institute role=editor role=... ? role=funder role=investigator role=member Semantic Features associated with Link Entities

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 50 CERIF – Tutorial More CERIF Semantic Features role=author role=author1 role=reviewer role=... ? role=coordinator role=manager role=CEO role=researcher role=project-manager role=deliverable1.2 role=journal article role=public report role=author1-institute role=editor role=... ? role=funder role=investigator role=member Semantic Features associated with Link Entities

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 51 CERIF – Tutorial CERIF Semantics cfPerson_Person cfPerson_Classification cfPerson_OrgansiationUnit cfPerson_Project cfPerson_ResultPublication cfPerson_Funding cfOrgansationUnit_OrganisationUnit cOrganisationUnit_Classification cfOrganisationUnit_Project cfOrganisationUnit_ResultPublication cfOrganisation_Funding cfProject_Project cfProject_Classification cfProject_ResultPublication cfProject_Funding cfResultPublication_ResultPublication cfResultPublication_Classification cfResultPublication_Funding cfFunding_Funding cfFunding_Classification CERIF Semantics maintained within the Semantic Layer cfPerson_Person: Manager cfPerson_Person: Mentor cfPerson_Person: Supervisor ResultPublication Organisation Unit Project Funding Classification Manager Supervisor Mentor Author FirstAuthor Person

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 52 CERIF – Tutorial CERIF Semantics cfPerson_Person-Roles - Manager - Mentor - Supervisor cfPerson_OrganisationUnit-Roles - Affiliation - Subaffiliation - Head - Employee - Member - Director - Deputy Director - Dean - Principle - Head of Department - Group Leader - Manager - Associate - Fellow - … cfPerson_OrganisationUnit-Roles - Administrator - Secretary - Researcher - Junior Researcher - Senior Researcher - Consultant - Junior Consultant - Senior Consultant - Lecturer - Junior Lecturer - Senior Lecturer - Guest Lecturer - Professor - Assistant Professor - Honorary Professor - Visiting Professor - Doctor (med) - …

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 53 CERIF – Tutorial CERIF Semantics [Publication Types] Book Review Book Chapter Book Chapter Abstract Inbook Book Chapter Review AnthologyMonograph Reference Book Textbook Encyclopedia Otherbook Journal Article Journal Article Abstract Journal Article Review Conference Proceedings Article Letter to Editor PhD Thesis Doctoral Thesis Poster Presentation Book Manual Conference Proceedings Letter Report Short Communication Commentary Annotation News Clipping Publication Types

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 54 CERIF – Tutorial CERIF Semantics [Person-Publication Roles] is author (numbered) of is author of is reviewer of is author (percentage) of is editor (numbered) of is editor of is subject of is translator of is publisher of Person_Publication Scheme

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 55 CERIF – Tutorial CERIF Semantics [Some more examples] number of authors number of incoming citations number of requests number of external institutes number of downloads number of access is of publication type ISI Impact Factor claims IPR of Publication_Metrics Roles received Best Paper Award number of self citations area/type of research number of citations

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 56 CERIF – Tutorial CERIF Modularisation OrganisationUnit ProjectFundingResultPublication SCHEMA 1 Role X Role Y Role Z SCHEMA 3 Role A Role C Role B Semantic Layer SCHEMA 2 Role A Role C Role B Citation CV Prize Qualification ExpertiseAndSkills Equipment Facility Funding Service ElectronicAddresse PostalAddress Country Currency Language Event MetricsIndicator Measurement Geographic Bounding Box

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 57 CERIF – Tutorial Result_Publication Instance Diagram (Slide partly by Keith Jeffery) Person A Publication X OrgUnit O OrgUnit M OrgUnit N Project P member employee Part of owns IPR author Project leader

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 58 CERIF – Tutorial CERIF Semantic Layer  Allows to capture any Schema or Structure Flat Lists Classification Systems (i.e. SKOS, FOAF,...) Taxonomies Ontologies  Open / Extensible in all directions New Schemas New Concepts / Terms New Relationships  Enables to manage Roles / Types Semantics Subject Headings Archiving (Time component)  Allows for simple Mappings between Schemas

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 59 CERIF – Tutorial CERIF Semantic Layer (Declared Semantics)

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 60 CERIF – Tutorial CERIF Semantic Layer (Declared Semantics) Recursion is-a maps-to is-part Is-broader-term Scheme-Assignment Multiple schemes Time-based

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 61 CERIF – Tutorial The CERIF Model and Semantics CERIF Formal Syntax CERIF Declared Semantics CERIF Semantic Layer Brigitte Jörg, Keith Jeffery, Geert van Grootel Towards a Sharable Research Vocabulary – A Model-driven Approach. InProceedings: MTSR 2011, Izmir, Turkey

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 62 CERIF – Tutorial CERIF Strength  A generic Research Domain Model  Generic (binary) Relationships  Scalability  Sustainability

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 63 CERIF – Tutorial CERIF Assets / Components  Conceptual Descriptions (Research Domain)  Relational Model (SQL)  Formal (Semantic) Descriptions (SBVR)  Exchange Format (XML, XML Schema)

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 64 CERIF – Tutorial CERIF XML Interchange Format  Based on W3C Standards  Refers to XML Schema for Validation  XML files corresponding to CERIF Structure -> Entities / Separation of Relationships  CERIF XML Specification Document Will be conceptualised / ontologised next CERIF Release

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 65 CERIF – Tutorial CERIF Interchange Format: CERIF XML  According to the CERIF Model Structure  Base Entities  Result Entities  Infrastructure Entities  2nd Level Entities  Link Entities  Multilingual Features  Semantic Features  Measurement Features  Geographic Features Entity Person Entity Interchange Entity 1:1

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 66 CERIF – Tutorial CERIF Interchange Format 1 female 2 male --- Person ID URI Gender

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 67 CERIF – Tutorial CERIF Interchange Format journal.html?ID2 --- ResultPublication ID URI PublicationDate Num Vol Edition Series Issue TotalPages StartPage EndPage ISBN ISSN ResultPublication

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 68 CERIF – Tutorial CERIF Interchange Format Person_Publication personID publicationID ClassID ClassSchemeID Fraction StartDate EndDate Person_Publication

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 69 CERIF – Tutorial CERIF Example (Integrated Person) Citation CV Prize Qualification ExpertiseAndSkills Equipment Facility Service ElectronicAddresse PostalAddress Country Currency LanguageEvent Metrics Funding ProjectFunding Programme ResultPublic ation

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 70 CERIF – Tutorial CERIF XML Example (Person) BrigitteJoerg f BrigitteJoerg Joerg Brigitte BrigitteJoerg DataScienceJournalArticle Article REF2010-Evaluation BrigitteJoerg DFKI Affilation REF2010-Evaluation is author (numbered) of is author of is reviewer of is author (percentage) of is editor (numbered) of is editor of is subject of is translator of is publisher of Person_Publication Scheme

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 71 CERIF – Tutorial CERIF Example (Integrated Project) Citation CV Prize Qualification ExpertiseAndSkills Equipment Facility Service ElectronicAddresse PostalAddress Country Currency LanguageEvent Metrics Funding ProjectFunding Programme ResultPublic ation

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 72 CERIF – Tutorial CERIF XML Example (Project) LT-World LT World LT-World Language Technology World LT-World DFKI Coordinator Project-OrgUnit-Roles LT-World National Project-Types is author (numbered) of is author of is reviewer of is author (percentage) of is editor (numbered) of is editor of is subject of is translator of is publisher of Person_Publication Scheme

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 73 CERIF – Tutorial CERIF Example (Integrated Organisation) Citation CV Prize Qualification ExpertiseAndSkills Equipment Facility Service ElectronicAddresse PostalAddress Country Currency LanguageEvent Metrics Funding ProjectFunding Programme ResultPublic ation

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 74 CERIF – Tutorial CERIF XML Example (Organisation) DFKI EURO DFKI German Research Center for Artificial Intelligence DFKI PrivateNotForProfit OrganisationTypes DFKI Artificial-Intelligence Research-Fields is author (numbered) of is author of is reviewer of is author (percentage) of is editor (numbered) of is editor of is subject of is translator of is publisher of Person_Publication Scheme

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 75 CERIF – Tutorial CERIF Example (Integrated Publication) Citation CV Prize Qualification ExpertiseAndSkills Equipment Facility Service ElectronicAddresse PostalAddress Country Currency LanguageEvent Metrics Funding ProjectFunding Programme ResultPublic ation

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 76 CERIF – Tutorial CERIF XML Example (Publication) JoergEtAl JoergEtAl2008 Analyzing European Research Competencies JoergEtAl2008 Conference-Article REF-PublicationTypes Brigitte-Joerg JoergEtAl2008 FirstAuthor REF-AuthorScheme Keith-Jeffery JoergEtAl2008 2ndAuthor REF-AuthorScheme is author (numbered) of is author of is reviewer of is author (percentage) of is editor (numbered) of is editor of is subject of is translator of is publisher of Person_Publication Scheme

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 77 CERIF – Tutorial Towards a CERIF Ontology not final

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 78 CERIF – Tutorial CERIF Base Entities in Detail (ERM View)

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 79 CERIF – Tutorial CERIF Result Entities in Detail (ERM View)

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 80 CERIF – Tutorial CERIF 2nd Level Entities (ERM View) Citation CV Prize Qualification ExpertiseAndSkills Equipment Facility Funding Service ElectronicAddresse PostalAddress Country Currency LanguageEvent Metrics

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 81 CERIF – Tutorial Some CERIF Link Entities (ERM View)

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 82 CERIF – Tutorial CERIF Semantic Layer (ERM View)

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 83 CERIF – Tutorial Some CERIF Multiple Language Features (ERM View)

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 84 CERIF – Tutorial Changes with CERIF 1.3 New Entities cfClassificationSchemeDescription; cfClassificationSchemeName; cfClassificationExample; cfClassificationDefinition cfMedium; cfMediumTitle; cfMediumDescription; cfMediumKeywords; cfMedium_Medium; cfMedium_Classification; cfResultPublication_Medium; cfResultProduct_Medium; cfFacility_Medium; cfService_Medium; cfProject_Medium; cfPerson_Medium; cfOrganisationUnit_Medium; cfEvent_Medium; cfFunding_Medium; cfCitation_Medium; cfMetrics_Medium; cfEquipment_Equipment; cfService_Service; cfFacility_Facility; cfFacility_Equipment; cfFacility_Service; cfEquipment_Service; cfFacility_Event; cfEquipment_Event; cfResultPublication_Service; cfResultPatent_Facility; cfResultPatent_Service; cfResultPatent_Equipment; cfResultProduct_Facility; cfResultProduct_Service; cfResultProduct_Equipment; cfGeographicBoundingBox; cfGeographicBoundingBoxName; cfGeographicBoundingBoxDescription; cfGeographicBoundingBoxKeywords; cfGeographicBoundingBox_Classification; cfPostAddress_GeographicBoundingBox; cfEquipment_PostAddress; cfFacility_PostAddress; cfService_PostAddress;

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 85 CERIF – Tutorial Changes with CERIF 1.3 New Entities cfMeasurement; cfIndicator; cfIndicator_Measurement; cfMeasurement_Classification; cfIndicator_Classification; cfIndicatorName; cfIndicatorDescription; cfIndicatorKeywords; cfMeasurementName; cfMeasurementDescription; cfMeasurementKeywords; cfPerson_Measurement; cfOrganisationUnit_Measurement; cfProject_Measurement; cfResultPublication_Measurement; cfResultPatent_Measurement; cfResultProduct_Measurement; cfFacility_Measurement; cfService_Measurement; cfEquipment_Measurement; cfPerson_Indicator; cfOrganisationUnit_Indicator; cfProject_Indicator; cfResultPublication_Indicator; cfResultPatent_Indicator; cfResultProduct_Indicator; cfFacility_Indicator; cfService_Indicator; cfEquipment_Indicator; cfEvent_Measurement; cfEvent_Indicator; cfMedium_Indicator; cfMedium_Measurement; cfIndicator_Indicator; cfMeasurement_Measurement; New Attributes cfRoleExpression; cfRoleExpressionOpposite with cfClassificationTerm entity cfMediumIdentifier; cfMediumCreationDate; cfSize; cfMimeType; cfUniformResourceIdentifier with cfMedium entity cfAcronym with cfEquipment; cfFacility; cfService entities cfMiddleNames with cfPersonName entity cfSource with cfClassificationSchemeDescription; cfClassificationDescription; cfClassificationTerm; cfClassificationDefinition; cfClassificationSchemeName; cfClassificationExample entities cfStartDate/cfEndDate with cfResultPublication_Metrics entity Removed Attributes cfEquipmentOwnerIdentifier; cfOriginalEquipmentManufacturerIdentifier with cfEquipment entity

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 86 CERIF – Tutorial Changes with CERIF 1.3 CERIF – 1.3 (Preview partly available; Release in December 2011)  CERIF Model Introduction and Specification - in preparation  CERIF XML Data Exchange Format Specification - in preparation  CERIF Formal Semantics (Model-driven Vocabulary) - in preparation  CERIF SQL Scripts ✓  CERIF XML Schemas ✓  CERIF XML Examples ✓ Jan Dvorak (InfoScience Prague) implemented a Skript to transform CERIF XML into SQL commands usable within the CERIF taskgroup

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 87 CERIF – Tutorial Changes with CERIF 1.3 Ongoing:  Semantics to be prepared for TG distribution and improvement  CERIF XML Grouping / XML Schemas (via Ontology)  Towards a CERIF Ontology  Multiple Identifiers  CERIF Interoperation Compatibility Model  Infrastructure (Equipment / Facilities) ✓  Impact / Research Output ✓  New Taskgroup: LOD Generate RDF Triples from CERIF Link Entities -> Linked Data

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 88 CERIF – Tutorial Active CERIF TG-involved People  Brigitte Jörg, DFKI GmbH, Berlin, Germany (TG Leader)  Keith Jeffery, Science and Technology Facilities Council, Didcot, UK  Geert van Grootel,Flemish Government, Brussels, Belgium  Jan Dvor ̌ ák, InfoScience, Praha, Czech Republic  Anne Asserson, University of Bergen, Bergen, Norway  Henrik Rasmussen,atira, Aalborg, Denmark  Thomas Vestdam, atira, Aalborg, Denmark  Luc Strijbosch, avedas, Karlsruhe, Germany  Nikos Houssos National Documentation Center, Athens, Greece  Valérie Brasse, European Science Foundation, Strasbourg, France  Danica Zendulova,SC STI, Bratislava, Slovakia  Thorsten Höllrigl, avedas, Karlsruhe, Germany  Ladislav Valkovic, InterWay, Bratislave, Slovakia  Andreas Engfer, avedas, Karlsruhe, Germany  Martin Jägerhorn, avedas, Karlsruhe, Germany  MiguelAngel Sicilia, UAH, Alcala, Spain  Iván Ruiz-Rube, UCA, Madrid, Spain  David Baker, CASRAI, Ottawa, Canada  Adrian Price, University of Copenhagen, Denmark  Manfred Zielinski, School of Management, Rotterdam, Netherlands  Ken Evans, ORM Foundation, United Kingdom

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 89 CERIF – Tutorial C E R I F Use and Implementation –Increased International Membership –Increased Consultation –Projects / Activities / Implementations

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 90 CERIF – Tutorial euroCRIS Membership increases

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 91 CERIF – Tutorial Upcoming Events –ENGAGE, EURORIS-Net, OpenAire+ project Activities –JISC-Funded Project-related Workshops December 2011, Sunderland, UK –CERIF TG Meeting alonglide Board Meeting February 2012 (Date to be confirmed) –CRIS Conference in Prague, June 2012 –euroCRIS Seminar, Brussels September 2012

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 92 CERIF – Tutorial Projects / Activities / Implementations UK Projects –CERIFY, BRUCE, MICE, IRIOS –Research Councils: Research outcomes project (ROP) –HEFCE: Research Excellence Framework (REF) –JISC: Commissioned study (EXRI): recommended CERIF Convened experts from stakeholders: accepted Supporting several projects to demonstrate: –Business case for using CERIF –Feasibility of interoperation universities-universities and universities-funders using CERIF EU FP7-Infrastructures –ENGAGE –OpenAirPlus –EuroRIs-Net+

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 93 CERIF – Tutorial Projects / Activities / Implementations Norway: FRIDA -> CRIStin Belgium: FRIS Denmark: PURE Sweden: Converis Netherlands: NARCIS / METIS -> Tender (CERIF-based system) Plans in Italy, Germany, Switzerland, Greece, Czech Republic, Slovakia, Russia, Austria, Slovenia euroHORCS recommended convergence to CERIF CERIF Requirement in recent Tender (ERC) ESF; MERIL project Reference by OpenAIRE Collaboration with VOA3R PURE, atira Converis, avedas Symplectic, UK uniCRIS, US Research in View (a CRIS), Thomson Reuters Contact with Elsevier

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 94 CERIF – Tutorial euroCRIS –non-for-profit organisation, legally registered in The Netherlands –promotion and improvement of communication and interaction between global CRISs –work together to create value for members / the community –Task Groups: Projects, CERIF, CRIS-IR, Best Practise, CRIS Architecture –Strategic seminars from 2003 onwards –maintain and publish the CERIF recommendation (Common European Research Information Format) and any standards endorsed by euroCRIS –strategic partners: EC, ESF, EARMA, ALLEA, ICSU/CODATA, ERCIM, JISC, APA –organize and run the CRIS series of conferences with associated workshops and other events; –organize bi-annual Membership Meetings

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 95 CERIF – Tutorial

© Brigitte Jörg euroCRIS Membership Meeting November 2nd, 2011, Université de Lille 3 – Charles de Gaulle 96 CERIF – Tutorial Notes