1. CRIS + Repositories: Setting the Scene Keith G Jeffery President euroCRIS www.eurocris.org

2. Structure Introduction Requirement Technologies Architectures Purpose

3. Introduction: Speaker Director International Relations Previously Director IT –360000 users, 1100 servers, 8 Pb data / year, 140 staff CRIS – CERIF e-Science Open access

4. Introduction: euroCRIS Purpose –Not for profit organisation registered in Netherlands –Mandated by EC to maintain, develop, promote CERIF –Independent advice and expertise Constituency –Members in all continents except Africa and Antarctica –Strategic partners: ALLEA, ICSU/CODATA, EARMA, ESF, APA, JISC, ERCIM, CASRAI (and strong links to EC) Success –CERIF now nationally approved standard in 8 countries and widely used in many more –4 commercial companies offer CERIF-compliant CRIS systems –2 more developing CERIF-compliant versions of their offerings

5. The Requirement Research managers –Evaluation –Comparison –Strategic management –Finding reviewers Researchers –Access to research information including scholarly publications) –Publicity (webpages, CV, bibliography) –Semi-automated research proposals, publications, evaluation –Cooperation (integrated with intercommunication) Innovators –Knowledge and technology transfer –leading to wealth-creation and improvement in the quality of life Public –Usually via the media

6. Project Person / CV Institution Event Equipment Books Journal/article Patent Research Group Publisher Information of Interest

7. The Technologies CRIS –Emerged 1960s from research management world –Early systems ‘catalog card’ like (flat metadata) –1990s to now formal syntax and declared semantics (CERIF) in fully connected graph model of (meta)data –Cover all aspects of research information –Usually do not cover scholarly publication objects (but do cover the metadata) –Used for management queries retrieving groups of instances for further processing Repositories –Emerged 1990s from publication world (ArXiv, CogPrints) –Based on ‘catalog card concept’ (often DC) plus full text (multimedia) – ‘flat’ metadata model and objects –Cover scholarly publications (and sometimes datasets etc) –Used for access to individual instances

8. CERIF-CRIS C ommon E uropean R esearch I nformation F ormat

9. REPOSITORY As author bibliographic As address Full-text or multimedia scholarly publication

10. The Architectures: Intent The intent of the architectures is To meet the requirements defined previously for –Research managers –Researchers –Innovatators –Public (via media) By providing storage for and access to –Research information (meta)data –Full text / multimedia scholarly publications –Research datasets / software Including interoperation –across systems of research funding and research performing organisations

11. Architectures: Models CRIS alone –Integrated holistic solution including full text/multimedia objects and research datasets Repository alone –‘catalog card’ metadata plus scholarly publication full text/multimedia objects CRIS + Repository –CRIS provides research contextual information –Repository provides full text/hypermedia objects –BUT where does the metadata for the publication reside? –  euroCRIS recommends: in the CERIF-CRIS to link up with the contextual information

12. Architectures: Variants CRIS + filestore(s) –for full text/multimedia and datasets/software –Metadata in the CRIS, objects in the filestore Repository extended metadata with CRIS elements –Extended metadata in the repository –objects in the repository

13. Architecture: Recommended CERIF CRIS (meta)data Repository of objects (full-text / multimedia) Metadata for one publication within context of projects, organisation, person etc One publication full text / multimedia Note: metadata in the CERIF-CRIS to have it in context for management decision- making and researcher enhanced information

14. Purpose of Seminar To amplify descriptions / characterisations of –Requirements –Technologies –Architectures To discuss optimal architecture(s) to meet requirements To map out a way forward to obtain best offerings for the research community