1. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 1 The euroCRIS view of the Rome OA Workshop Keith G Jeffery President, euroCRIS keith.g.jeffery@.rl.ac.uk www.eurocris.org

2. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 2 Context All working on documentation of research Different approaches / methods Bring together to discuss advantages / disadvantages of approaches Try to find a roadmap forward

3. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 3 Purpose There is a philosophical difference: Store metadata for research outputs (not only publications) in a repository system or in a CRIS; The difference is based on usage: –Repositories concentrate on term search, access to and display of an object so the metadata is for discovery; –CRIS concentrate also on structured search, analytics and linkage to other systems so metadata is for statistical analysis and reporting as well as discovery and also as a link mechanism to legacy systems; And this is reflected in the (meta)data –Repositories: semi-structured; –CRIS: structured with formal syntax and declared semantics;

4. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 4 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)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

5. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 5 The Users Research and Development Information –For the political decision-makers –For the funding organisations –For the entrepreneurs –For the researchers –For the innovators –For the media –For the general public

6. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 6 Outputs Researcher CV Research Bibliography Commercial output report Management information Reports to Funder Equipment use

7. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 7 Project Person / CV Institution Event Equipment Books Journal/article Patent Research Group Publisher

8. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 8 PROJECTORGUNIT SkillsCV General Facility Particular Equipment Contact Results Publication Results Patent Results Product Service Funding Programme Event Classification Prize/Award PERSON

9. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 9 The essential point There is an intersection with metadata / data in repositories Publication data Person (as author) Organisation (as publisher), (as owner of IP) And there is increasing demand for the allocation of research outputs (not just publications) to: Project Funding organisation Funding programme Research organisation Research faculty / department / group Person Research facility / equipment / experiment

10. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 10 PROJECTORGUNITPERSON Result_Publication RESULT_PUBLICATION Concepts: (1) temporally-bound role linking relations (2) >1 linking relation : Result_Publication and other entities (3) PERSON role may be author, co-author, editor, reviewer…. (4) ORGUNIT role may be publisher, IPR or copyright owner.. (5) PROJECT role may be the source of the idea

11. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 11 RESULT_PUBLICATION PROJECT ORGUNIT PERSON Result_Publication Can Express: Person A (DT1 - DT2) (is author of) Publication X Orgunit O (DT1 - DT2) (is owner of IPR in) Publication X Person A (DT1 - DT2) (is employee of ) Orgunit O Person A (DT1 - DT2) (is project leader of) Project P Person A (DT1-DT2) (is member of) Orgunit M Person A (DT1-DT2) (is member of) Orgunit N Orgunit M (DT1-DT2) (is part of) Orgunit O Orgunit N (DT1-DT2) (is part of) Orgunit O

12. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 12 Result_Publication Instance Diagram Person A Publication X OrgUnit O OrgUnit M OrgUnit N Project P member employee Part of owns IPR author Project leader

13. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 13 CERIF The Key The key to the design is the separation of base entities from link entities. The base entities, once populated, are rarely amended but may be appended with new information. The link entities are where the main update activity takes place since they record new relationships between records in the base entities. These new relationships may be input or they may be generated by deduction or induction.

14. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 14 Result_Publication Instance Diagram Person A Publication X OrgUnit O OrgUnit M OrgUnit N Project P member employee Part of owns IPR author Project leader

15. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 15 Linkages From CERIF Staying with this example: CERIF does not only provide strong, role- typed, timestamped within-links But also provides the facility for strong, role-typed, timestamped outward-links

16. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 16 Result_Publication Instance Diagram Person A Publication X OrgUnit O OrgUnit M OrgUnit N Project P member employee Part of owns IPR author Project leader repository

17. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 17 Which leads to the question Where to store the metadata? In the repository –But most repository implementations (Eprints, Dspace, Fedora) do not have the data structures for the complexity required; But note Eprints in R4R (Ready for Ref) In the CERIF-CRIS –But then separated from the object (article, dataset...) But note the Atira PURE implementation

18. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 18 Answer Input (ideally automated) into the CERIF-CRIS –Definitive source of metadata –Rich syntax / semantics –Links research output to context Copy to the repository –For access to individual objects via e.g. OAISTER / OAI-PMH not using the CRIS Metadata in the CERIF-CRIS provides a richer metadata set and context for accessing / using the research output object

19. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 19 CERIF-CRIS at One Organisation Publication repository Dataset Software repository Finance system Human Resources system Project Management system CERIF-CRIS Web pages Directory Services This is fine for one organisation but research is international, so…

20. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 20 CERIF Interoperation CERIF-CRIS CERIF provides interoperation of CRIS and associated systems with formal syntax and declared semantics so that it is reliable and scalable. Interconnect Backplane

21. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 21 CRIS + Repositories at 1 institution 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

22. ©euroCRIS/Keith G JefferyOA Workshop May 2010 CNR Roma 20100510-11 22 ….and multiple institutions CRIS OA repository e-Research repository CRIS OA repository e-Research repository CRIS OA repository e-Research repository End-User Institution AInstitution BInstitution C