1. © Brigitte Jörg Rome – May, 10th, 2010 1 CRIS, CERIF and Institutional Repositories Brigitte Jörg, M.A. (Information Science) Language Technology Lab, German Research Center for Artificial Intelligence (DFKI) Berlin, Germany Formalizing a CERIF Semantics to connect CRISs and IRs

2. © Brigitte Jörg Rome – May, 10th, 2010 2 CRIS, CERIF and Institutional Repositories Introduction of Speaker Brigitte Jörg M.A. Information Science Information Systems, Business Administration Researcher, Project Manager DFKI GmbH, Language Technology Lab, Berlin CERIF TG Leader, Board Member euriCRIS Contact: brigitte.joerg @ dfki.de http://www.dfki.de/~brigitte/

3. © Brigitte Jörg Rome – May, 10th, 2010 3 CRIS, CERIF and Institutional Repositories Outline CERIF – Common European Research Information Format CERIF Entities Types and Features CORE Entities Result Entities 2nd Level Entities Link Entities Semantic Layer (Multilinguality) Formalizing a CERIF Semantics to connect CRISs with IRs Discussion

4. © Brigitte Jörg Rome – May, 10th, 2010 4 CRIS, CERIF and Institutional Repositories CERIF C ommon E uropean R esearch I nformation F ormat

5. © Brigitte Jörg Rome – May, 10th, 2010 5 CRIS, CERIF and Institutional Repositories What is CERIF ? C ommon E uropean R esearch I nformation F ormat – A Concept about Research Entities and their Relationships Specification (Conceptual Level) – An abstract formal description of the concept about entities and their relationships Model (Logical Level) – A formal machine readable description of the concept Database Scripts (Physical Level) SQL Script ----------------------- CREATE Table Person CREATE Table Project CREATE Table OrgUnit Organisation of Data / Information accordingly !!

6. © Brigitte Jörg Rome – May, 10th, 2010 6 CRIS, CERIF and Institutional Repositories What is CERIF ? C ommon E uropean R esearch I nformation F ormat (1) data model ( conceptual, logical, physical ) (2) allows for a ( metadata ) representation of –research entities –their activities / interconnections (research) –their output (results) (3) allows for high flexibility with formal semantic relationships enables quality maintenance, archiving, access and interchange of research information supports knowledge transfer to decision makers, for research evaluation, research managers, strategists, researchers, editors, the general public

7. © Brigitte Jörg Rome – May, 10th, 2010 7 CRIS, CERIF and Institutional Repositories What is CERIF ? C ommon E uropean R esearch I nformation F ormat CERIF is an EU Recommendation to Member States http://cordis.europa.eu/cerif/ http://cordis.europa.eu/cerif/ The European Commission (EC) has authorised euroCRIS to maintain and develop CERIF and its usage http://www.eurocris.org/cerif/cerif-releases/ http://www.eurocris.org/cerif/cerif-releases/

8. © Brigitte Jörg Rome – May, 10th, 2010 8 CRIS, CERIF and Institutional Repositories The CERIF Evolution EU Working Group on Research Databases Workshop 1987 1991 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 - Recommendation to Member States - Data Model (RDBMS, OO, IR) - Multilinguality - Controlled Vocabulary - Roles / Types - User-driven - EC Recommendation to Member States 2ndLevel CORE Language Semantics Link CERIF 2006 / 2008 Model - Data Model (RDBMS, OO, IR) - Model Normalization - Robust Structure - Extensible Structure - Consistent Structure - Semantic Layer - XML Exchange Specification - Elaboration on Publication - (Core) CERIF Semantics 20062008

9. © Brigitte Jörg Rome – May, 10th, 2010 9 CRIS, CERIF and Institutional Repositories Outline CERIF – Common European Research Information Format CERIF Entities Types and Features CORE Entities Result Entities 2nd Level Entities Link Entities Semantic Layer (Multilinguality) Formalizing a CERIF Semantics to connect CRISs with IRs Discussion

10. © Brigitte Jörg Rome – May, 10th, 2010 10 CRIS, CERIF and Institutional Repositories Concept of the CERIF Model - Structure CERIF Entity Types Core Entities Result Entities 2nd Level Entities Link Entities CERIF Features Multiple Language Semantics

11. © Brigitte Jörg Rome – May, 10th, 2010 11 CRIS, CERIF and Institutional Repositories Core CERIF Entities

12. © Brigitte Jörg Rome – May, 10th, 2010 12 CRIS, CERIF and Institutional Repositories Core CERIF Entities in Detail Person ID URI Sex 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

13. © Brigitte Jörg Rome – May, 10th, 2010 13 CRIS, CERIF and Institutional Repositories CERIF Result Entities

14. © Brigitte Jörg Rome – May, 10th, 2010 14 CRIS, CERIF and Institutional Repositories 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

15. © Brigitte Jörg Rome – May, 10th, 2010 15 CRIS, CERIF and Institutional Repositories CERIF Core, Result and 2nd Level Entities Citation CV Prize Qualification ExpertiseAndSkills Equipment Facility FundingProgramme Service ElectronicAddresse PostalAddress Country Currency LanguageEvent Metrics Call Grant

16. © Brigitte Jörg Rome – May, 10th, 2010 16 CRIS, CERIF and Institutional Repositories Some CERIF 2nd Level Entities in Detail Facility ID URI Name Description Keywords FundingProgramme ID URI Name CurrencyCode Budget StartDate EndDate Description Keywords Event ID URI Name FeeOrFree StartDate EndDate CityTown CountryCode Description Keywords ResultPatent ID URI PatentNumber Title CountryCode RegistrationDate ApprovalDate Description Keywords Service ID URI Name Description Keywords Citation CV Prize Qualification ExpertiseAndSkills Equipment Facility FundingProgramme Service ElectronicAddresse PostalAddress Country Currency LanguageEvent Metrics Call Grant

17. © Brigitte Jörg Rome – May, 10th, 2010 17 CRIS, CERIF and Institutional Repositories Some CERIF Link Entities

18. © Brigitte Jörg Rome – May, 10th, 2010 18 CRIS, CERIF and Institutional Repositories Some CERIF Semantic Features role=author role=coordinator role=CEO role=deliverable1.2 role=author1 institute role=funder Semantic Features are associated with Link Entities

19. © Brigitte Jörg Rome – May, 10th, 2010 19 CRIS, CERIF and Institutional Repositories 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 are associated with Link Entities

20. © Brigitte Jörg Rome – May, 10th, 2010 20 CRIS, CERIF and Institutional Repositories Associated Formal Semantic Features in more Detail Person_ResultPublication PersID PublID ClassificationID ClassificationSchemeID Fraction;StartDate;EndDate Project_Person ProjID PerslID ClassificationID ClassificationSchemeID StartDate; EndDate OrganisationUnit_Result Publication OrgID PublID ClassificationID ClassificationSchemeID StartDate; EndDate Project_ResultPublication PersID PublID ClassificationID ClassificationSchemeID Fraction;StartDate;EndDate Project_Organisation ProjID OrgID ClassificationID ClassificationSchemeID StartDate; EndDate Person_OrganisationUnit PersID OrgID ClassificationID ClassificationSchemeID StartDate; EndDate Project_FundingProgramme ProjID FundProgID ClassificationID ClassificationSchemeID StartDate; EndDate role=author role=originator role=coordinator role=affiliation role=author1 institute role=co-funder role=investigatedBy CERIF Model Semantic Features are associated with Link Entities

21. © Brigitte Jörg Rome – May, 10th, 2010 21 CRIS, CERIF and Institutional Repositories Associated Formal Semantic Features in more Detail Person_ResultPublication PersID PublID ClassificationID ClassificationSchemeID Fraction;StartDate;EndDate Project_Person ProjID PerslID ClassificationID ClassificationSchemeID StartDate; EndDate OrganisationUnit_Result Publication OrgID PublID ClassificationID ClassificationSchemeID StartDate; EndDate Project_ResultPublication PersID PublID ClassificationID ClassificationSchemeID Fraction;StartDate;EndDate Project_Organisation ProjID OrgID ClassificationID ClassificationSchemeID StartDate; EndDate Person_OrganisationUnit PersID OrgID ClassificationID ClassificationSchemeID StartDate; EndDate Project_FundingProgramme ProjID FundProgID ClassificationID ClassificationSchemeID StartDate; EndDate role=author role=originator role=coordinator role=affiliation role=author1 institute role=co-funder role=investigatedBy CERIF Model Formalized according to (1)the CERIF model and (2)its interrelated Entities

22. © Brigitte Jörg Rome – May, 10th, 2010 22 CRIS, CERIF and Institutional Repositories Associated Formal Semantic Features in more Detail Person_ResultPublication PersID PublID ClassificationID ClassificationSchemeID Fraction;StartDate;EndDate Project_Person ProjID PerslID ClassificationID ClassificationSchemeID StartDate; EndDate OrganisationUnit_Result Publication OrgID PublID ClassificationID ClassificationSchemeID StartDate; EndDate Project_ResultPublication PersID PublID ClassificationID ClassificationSchemeID Fraction;StartDate;EndDate Project_Organisation ProjID OrgID ClassificationID ClassificationSchemeID StartDate; EndDate Person_OrganisationUnit PersID OrgID ClassificationID ClassificationSchemeID StartDate; EndDate Project_FundingProgramme ProjID FundProgID ClassificationID ClassificationSchemeID StartDate; EndDate role=author role=originator role=coordinator role=affiliation role=author1 institute role=co-funder role=investigatedBy CERIF Model maintained within the CERIF SEMANTIC LAYER

23. © Brigitte Jörg Rome – May, 10th, 2010 23 CRIS, CERIF and Institutional Repositories CERIF LINK Entities Person_ResultPublication PersID PublID ClassificationID ClassificationSchemeID Fraction;StartDate;EndDate Project_Person ProjID PerslID ClassificationID ClassificationSchemeID StartDate; EndDate OrganisationUnit_Result Publication OrgID PublID ClassificationID ClassificationSchemeID StartDate; EndDate Project_ResultPublication PersID PublID ClassificationID ClassificationSchemeID Fraction;StartDate;EndDate Project_Organisation ProjID OrgID ClassificationID ClassificationSchemeID StartDate; EndDate Person_OrganisationUnit PersID OrgID ClassificationID ClassificationSchemeID StartDate; EndDate Project_FundingProgramme ProjID FundProgID ClassificationID ClassificationSchemeID StartDate; EndDate role=author role=originator role=coordinator role=affiliation role=author1 institute role=co-funder role=investigatedBy

24. © Brigitte Jörg Rome – May, 10th, 2010 24 CRIS, CERIF and Institutional Repositories A CERIF LINK Entity Person_ResultPublication PersID PublID ClassificationID ClassificationSchemeID Fraction;StartDate;EndDate Project_Person ProjID PerslID ClassificationID ClassificationSchemeID StartDate; EndDate OrganisationUnit_Result Publication OrgID PublID ClassificationID ClassificationSchemeID StartDate; EndDate Project_ResultPublication PersID PublID ClassificationID ClassificationSchemeID Fraction;StartDate;EndDate Project_Organisation ProjID OrgID ClassificationID ClassificationSchemeID StartDate; EndDate Person_OrganisationUnit PersID OrgID ClassificationID ClassificationSchemeID StartDate; EndDate Project_FundingProgramme ProjID FundProgID ClassificationID ClassificationSchemeID StartDate; EndDate role=author role=originator role=coordinator role=affiliation role=author1 institute role=co-funder role=investigatedBy Formal Semantics maintained within the CERIF SEMANTIC LAYER according to the CERIF model Physically, CERIF link entities are reified objects

25. © Brigitte Jörg Rome – May, 10th, 2010 25 CRIS, CERIF and Institutional Repositories CERIF Semantic Layer Classification ClassID (isA) ClassSchemeID (Taxonomy) StartDate, EndDate URI Term [language=EN] Description [language=EN] ClassificationScheme ClassSchemeID (Taxonomy) URI (http://www.taxonomy.org/) Description [language=EN] Classification_Classification ClassID1 (Ontology) ClassID2 (SemanticWeb) ClassSchemeID1 (WebTechnologies) ClassSchemeID2 (WebTechnologies) ClassId (isA) ClassSchemeID (Taxonomy) Fraction (0.3) StartDate, EndDate ClassScheme_ClassScheme ClassSchemeID1 (LT World) ClassSchemeID2 (CLARIN) ClassID (mapsWith) ClassSchemeID (LT-World Mappings) Fraction (0.3) StartDate, EndDate

26. © Brigitte Jörg Rome – May, 10th, 2010 26 CRIS, CERIF and Institutional Repositories CERIF Semantic Layer Allows to capture any Schema or Structure Flat Lists 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 (Interchange) Allows for an efficient (independent) Maintenance

27. © Brigitte Jörg Rome – May, 10th, 2010 27 CRIS, CERIF and Institutional Repositories Example CERIF Module carrying Semantics Citation CV Prize Qualification ExpertiseAndSkills Equipment Facility Service ElectronicAddresse PostalAddress Country Currency LanguageEvent Metrics Funding ProjectFunding Programme ResultPublication Time-based Schema Role X Role Y Role Z Formalized Semantics

28. © Brigitte Jörg Rome – May, 10th, 2010 28 CRIS, CERIF and Institutional Repositories Some CERIF Modules carrying Semantics OrganisationUnit Citation CV Prize Qualification ExpertiseAndSkills Equipment Facility Service ElectronicAddresse PostalAddress Country Currency LanguageEvent Metrics Funding 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 Formalized Semantics

29. © Brigitte Jörg Rome – May, 10th, 2010 29 CRIS, CERIF and Institutional Repositories Outline CERIF – Common European Research Information Format CERIF Entities Types and Features CORE Entities Result Entities 2nd Level Entities Link Entities Semantic Layer (Multilinguality) Formalizing a CERIF Semantics to connect CRISs with IRs Discussion

30. © Brigitte Jörg Rome – May, 10th, 2010 30 CRIS, CERIF and Institutional Repositories Formalizing a CERIF Semantics Person-ResultPublication Roles –Author –Numbered Author –Percentage Author –Editor –Reviewer –Translator –Publisher OrgUnit-ResultPublication Roles –Claims IPR –Publisher –… …

31. © Brigitte Jörg Rome – May, 10th, 2010 31 CRIS, CERIF and Institutional Repositories Towards a CERIF CORE 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 - Reviewer - Contractor - Subcontractor 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) - Research Fellow - PostDoc - …

32. © Brigitte Jörg Rome – May, 10th, 2010 32 CRIS, CERIF and Institutional Repositories Outline CERIF – Common European Research Information Format CERIF Entities Types and Features CORE Entities Result Entities 2nd Level Entities Link Entities Semantic Layer (Multilinguality) Formalizing a CERIF Semantics to connect CRISs with IRs Discussion

33. © Brigitte Jörg Rome – May, 10th, 2010 33 CRIS, CERIF and Institutional Repositories Discussion Which entities define the range of the repository (IR) world ? –Person –Project –Organisation –Publication Are additional CERIF entities required in the repository world ? –Teaching ? –Software, Resources, Media? Are additional CERIF attributes required? –firstname, nickname, … ? What are essential relationships in the repository World? –Author, Editor, Reviewer, Metrics ?

34. © Brigitte Jörg Rome – May, 10th, 2010 34 CRIS, CERIF and Institutional Repositories Notes