1. © uniCRIS AG euroCRIS Meeting Lisboa 2005 1 Presentation euroCRIS uniCRIS Open Acces to Wealth Creation Jan Poort Rolf Steinmann www.uniCRIS.com

2. © uniCRIS AG euroCRIS Meeting Lisboa 2005 2 Developing an in-house CERIF compliant research information management system versus making use of a specialized CERIF compliant systems services organization

3. © uniCRIS AG euroCRIS Meeting Lisboa 2005 3 The challenges in research...

4. © uniCRIS AG euroCRIS Meeting Lisboa 2005 4 Diversification of external funding There is trend towards increasing diversification of external funding sour- ces (and/or subsidies), and in particular the shift towards more competi- tive and performance related project funding. The state is no longer the only financial source.

5. © uniCRIS AG euroCRIS Meeting Lisboa 2005 5 Responding to change The pathway to compe- titiveness in business lies in reducing the time to respond to change. Universities: –Who are the customers? –Which are the objectives? –What are the strategies?

6. © uniCRIS AG euroCRIS Meeting Lisboa 2005 6 EUA - European University Association There is a trend towards increasing diversification of external funding sources. Universities, as key players in research and higher education in a world of growing competition and often decreasing public funding are undergoing fundamental changes. The state is no longer the only financial source. Integrate innovation into mainstream university activities where transfer offices and university-industry partnerships are becoming increasingly commonplace.

7. © uniCRIS AG euroCRIS Meeting Lisboa 2005 7 Competition in the Digital Economy Fierce competition in the digital economy and increasing volume of available data are forcing organizations to find efficient ways of obtaining valuable information and knowledge to improve the efficiency of their business processes. Acknowledgement, –this statement is supported by CNPq, Brazil and by DIP (Data, Information and Process Integration with Semantic Web Services)

8. © uniCRIS AG euroCRIS Meeting Lisboa 2005 8 Zentrum für Wissenschafts- technologie e.V. Speyer Objectives: –Optimize science and research management, in particular the science – adequate framework of innovative research. –Establish a national platform for science and research management in Speyer with networks of national and international experts. –Serve as an exchange and contact partner for the transfer of research results

9. © uniCRIS AG euroCRIS Meeting Lisboa 2005 9 One stop shop to European science Provide the single gate- way „one stop shop“ to European science, the complexity of the Euro- pean Science and Techno- logy landscape, is not always easy to under- stand for third countries when it comes to seeking cooperation with Europe (Source: NWO-ESF, November 4-5, 2004)

10. © uniCRIS AG euroCRIS Meeting Lisboa 2005 10 Promote transfer of knowledge Encourage the reform of public resesarch centres and universities to promote the transfer of knowledge Share information on new ways of raising funds for R&D purposes Source: EU investing in research and innovation October 12-13, 2004

11. © uniCRIS AG euroCRIS Meeting Lisboa 2005 11 Utilisation of knowledge Leiden university is striving for more and better utilisation of its knowledge. Scientists and entrepreneurs should develop and exchange knowledge. The aim is identifying scientific and commercial product marketing combination, that can stimulate business development and growth

12. © uniCRIS AG euroCRIS Meeting Lisboa 2005 12 Decrease of public budgets Decreasing public budgets and the relatively weak position of Leiden in the acquisition of competitive budgets from research councils as well as in acquiring were in 1995 the reason for developing and executing an innovation policy plan at Leiden university In 2005, Leiden university retained Dr. Bob Smailes from Endinburgh university as the director of research and innovation services Dr. Bob Smailes

13. © uniCRIS AG euroCRIS Meeting Lisboa 2005 13 Impact of CERIF CERIF based services drives: –Process and quality orientation –Partner orientation in research + innovation

14. © uniCRIS AG euroCRIS Meeting Lisboa 2005 14 Process orientation CERIF enables information flow from research to innovation CERIF optimizes resource allocation along the Innovation Added Value Chain To streamline the process from research prototype to successful products requires CERIF and change management

15. © uniCRIS AG euroCRIS Meeting Lisboa 2005 15 Partner orientation Know and understand the needs of the partners to define the busines case and in consequence enable the knowledge flow along the Innovation Added Value Chain Need to define interfaces and SLA‘s (service level agree- ments), where CERIF is a key element

16. © uniCRIS AG euroCRIS Meeting Lisboa 2005 16 Make or buy?

17. © uniCRIS AG euroCRIS Meeting Lisboa 2005 17 A few examples... InstitutionDev. costs Annual maint. costs Dev. time RemarkAge CCLRC€ 150k€ 50k2 Ministry of Flanders € 400kn.a.3Development stopped after 3 years n.a. FRIDA€ 400k€ 50k1.51 METIS€ 200k€ 50k Development costs including: Project management, workflow definition, design Programming, testing, performance tuning, documentation Data migration, installation, basic integration Maintenance costs including: Adopt business changes: organization, workflows, etc. 1st, 2nd and 3rd level support Bug fixing, new features, performance tuning Data management, user management, etc.

18. © uniCRIS AG euroCRIS Meeting Lisboa 2005 18 Learning curve The concept of the learning curve was introduced to the aircraft industry in 1936 when T. P. Wright published an article in the February 1936 Journal of the Aeronautical Science. Wright described a basic theory for obtaining cost estimates based on repetitive production of airplane assemblies. Since then, learning curves (also known as progress functions) have been applied to all types of work from simple tasks to complex jobs like manufacturing a Space Shuttle.

19. © uniCRIS AG euroCRIS Meeting Lisboa 2005 19 Cost models - TCO Abbreviation of Total Cost of Ownership, a very popular buzzword representing how much it actually costs to own a system. The TCO includes: –Original cost of the computer and software –Hardware and software upgrades –Maintenance –Technical support –Training Most estimates place the TCO at about 3 to 4 times the actual purchase cost of the system.

20. © uniCRIS AG euroCRIS Meeting Lisboa 2005 20 What‘s new? Services –Search –Registration –Subscription –Update –Personal profile management –Project management –Organization profile management –Workflow management

21. © uniCRIS AG euroCRIS Meeting Lisboa 2005 21 uniCRIS – RDB functionality Function:VersionVIRRURRERRMRRDRADR Simple search1.0xxxxx Advanced search1.0xxxxx Professional searcht.b.d.xxX Browse1.1xxxxx Registration1.1xxxxx Feedback1.0xxxxx Manual1.0xxxxx My Profile Basic 1.1xxxxx Addresses xxxxx Organizations xxxxx CV xxxx Subscriptions xxxxx Search profiles xxxxx VIRVisitor roleRMRResearch manager role RURRegistered user roleRDRResearch director role RERResearcher roleADRAdministrator

22. © uniCRIS AG euroCRIS Meeting Lisboa 2005 22 uniCRIS – RDB functionality FunctionVersionVIRRURRERRMRRDRADR My Projects1.1xxxx My Publications1.2xxxx My Patents1.3xxxx My Equipment1.2xxxx My Organizations1.1xxx My Cases1.1xxxx My Tasks1.1xxxx My Mandatory1.2x VIRVisitor roleRMRResearch manager role RURRegistered user roleRDRResearch director role RERResearcher roleADRAdministrator

23. © uniCRIS AG euroCRIS Meeting Lisboa 2005 23 Simple search Search algorithm –Search with search term in whole CERIF database with Google compatible search rules Search results –List with search results for each object: Projects Researchers Research organizations

24. © uniCRIS AG euroCRIS Meeting Lisboa 2005 24 Simple search

25. © uniCRIS AG euroCRIS Meeting Lisboa 2005 25 Advanced search Search algorithm –Selection of research objects according to selection criterias (classification) –Search with search term in selected CERIF records with Google compatible search rules –Search with search term in dedicated data fields of selected records (V 1.1) –Search with saved search profiles (V 1.1)

26. © uniCRIS AG euroCRIS Meeting Lisboa 2005 26 Advanced search

27. © uniCRIS AG euroCRIS Meeting Lisboa 2005 27 Search results - projects

28. © uniCRIS AG euroCRIS Meeting Lisboa 2005 28 My Profile - Introduction All elements to manage a user profile –Account information –European Curriculum Vitae –Subscription for automatic forwarding of new projects, publications etc. according to the personal needs of the user –Individual search profiles to simplify

29. © uniCRIS AG euroCRIS Meeting Lisboa 2005 29 My Profile - Overview

30. © uniCRIS AG euroCRIS Meeting Lisboa 2005 30 My Profile – Basic information

31. © uniCRIS AG euroCRIS Meeting Lisboa 2005 31 My Profile – Addresses

32. © uniCRIS AG euroCRIS Meeting Lisboa 2005 32 My Profile – Organizations

33. © uniCRIS AG euroCRIS Meeting Lisboa 2005 33 My Profile – CV - Overview

34. © uniCRIS AG euroCRIS Meeting Lisboa 2005 34 My Profile – CV – Details 1

35. © uniCRIS AG euroCRIS Meeting Lisboa 2005 35 My Profile – CV – Details 2

36. © uniCRIS AG euroCRIS Meeting Lisboa 2005 36 My Profile – CV – Details 3

37. © uniCRIS AG euroCRIS Meeting Lisboa 2005 37 My Profile – Subscriptions

38. © uniCRIS AG euroCRIS Meeting Lisboa 2005 38 My Profile – Search Profiles

39. © uniCRIS AG euroCRIS Meeting Lisboa 2005 39 My Projects - Introduction All elements to manage a project –Titel (multilingual) –Abstract (multilingual) –Assigned organizations –Assigned persons –Keywords/ classification –Status

40. © uniCRIS AG euroCRIS Meeting Lisboa 2005 40 What‘s the problem with workflows Real World Business Model System Behavior Expectations Skills Workflows Business Cases Business Process Business Activities etc. Parametrizing Customizing Challenges Rapid implementation Permanent improvment

41. © uniCRIS AG euroCRIS Meeting Lisboa 2005 41 Workflow management Request Case Management Business Process Case Escalation Case Tracking Business Activity SLA – Service Level Agreements Business Rules

42. © uniCRIS AG euroCRIS Meeting Lisboa 2005 42 Workflow management Elements of workflow management –Business case Service Level Agreement (SLA) Escalation –Business process –Business activity –Business rules –Business message

43. © uniCRIS AG euroCRIS Meeting Lisboa 2005 43 My Cases

44. © uniCRIS AG euroCRIS Meeting Lisboa 2005 44 My Cases

45. © uniCRIS AG euroCRIS Meeting Lisboa 2005 45 My Tasks

46. © uniCRIS AG euroCRIS Meeting Lisboa 2005 46 My Tasks

47. © uniCRIS AG euroCRIS Meeting Lisboa 2005 47 Outlook Based on the workflow tool, the following services will be implemented within the next 12 months: –Transfer services Requests (funding, cooperation, expertise, equipment, mentoring, etc.) Services (news, jobs, events, etc.) –Reporting services –Annual report –Progress report –Grant support services

48. © uniCRIS AG euroCRIS Meeting Lisboa 2005 48 Outlook –Research intelligence services Research intelligence module –Research issue observation »Science and technology scouts »Researchers »Electronic search –Research issue analysis and assessment –Research trend definition

49. © uniCRIS AG euroCRIS Meeting Lisboa 2005 49 www.uniCRIS.com rsteinmann@uniCRIS.com jpoort@uniCRIS.com More Information

50. © uniCRIS AG euroCRIS Meeting Lisboa 2005 50 Additional Slides