Thomson Reuters Converis: Our Vision for Research Management Systems CAURA, November 24, 2014 Jeff Clovis, Head of Global Solutions Support and Education

Agenda Setting the Scene Thomson Reuters Research Management Solution

Raising the efficiency of the search and discovery process. Setting the Scene Every university, funder and research institution needs to manage their research workflows: Raising the efficiency of the search and discovery process. Allow researchers and information professionals to manage information more efficiently at the various stages of the research workflow Organizing information Archiving information Sharing information

Global trends driving the needs for increased professionalization of research management Governments: National research performance exercises (e.g. Excellence initiative, REF, ERA, SEP, Bibliometric Indicator, …), Increased visibility for the country / region Funders: Reporting back on results from projects, Mandating open access publishing, … Universities: Benchmarking externally and internally, SWOT, Internal performance reviews, Annual faculty activity reports, Controlling, Compliance (Ethics reviews, Conflict of interest, etc.), Visibility to attract talent and collaborations, Efficiency, … Researchers: Less administration, more research. All of these drive the way what we need to do, and how. And we want to do it smoothly.

Global challenges for effective & efficient research management workflows Attract talent Increase collaborations Generate more high impact, innovative project ideas Generate more spin-outs, products, expertise, services, … Pro-active Research Management Produce more patents (and license agreements) Increase success rates, and external research funding Summary of the research Life Cycle from idea over proposals to projects, results and exploitation Along the Research Life Cycle there are many different stakeholders. These have in CONVERIS their own specific view, with access to manage those parts that are relevant to them. Produce more publications (in more high impact journals) Make efficient and effective use of available funding

Thomson Reuters’ Solutions Critical tools and services to find answers that matter. Examining data in new ways to unlock the meaning behind patterns. Providing the information and analysis necessary to enable tomorrow’s groundbreaking discoveries. Managing and protecting the intellectual assets that drive world economies. Drive business growth by connecting business and legal professionals, scientists and innovators through the intelligent information. 6

Web of Science: A Unified Platform for Scientific Discovery Unified subject classification Web of Science Core Collection Science Citation Index Expanded Social Science Citation Index, Arts & Humanities Citation Index Conference Proceedings Citation Index Book Citation Index Index Chemicus Current Chemical Reactions Coverage from 1864 Cited references from 1900 Thomson Reuters Web of Science Data Citation Index BIOSIS Citation Index 18,700+ journals Derwent Innovation Index Current Contents Connect Meticulously indexing the most important literature in the world, Web of Science has become the gold standard for research discovery and analytics. Web of Science connects publications and researchers through citations and controlled indexing in curated databases spanning every discipline. Use cited reference search to track prior research and monitor current developments in over 100 year's worth of content that is fully indexed, including 2.6 million records and backfiles dating back to 1898. Web of Science™ gives you access objective content and powerful tools to search, track, measure and collaborate in the sciences, social sciences, arts, and humanities. This multidisciplinary research platform lets users search numerous databases simultaneously via one interface. 90 Million + records Zoological Record Medline Regional Citation Indexes Scielo, Chinese Science Citation Database Korean Journal Database (Q4 2014) 7

EndNote: The Personal Tool for Reference Management & Collaboration Whether you are collaborating on a manuscript or tracking relevant published research, EndNote lets you share your research and documents (library) with colleagues across departments or across the world. Use the built-in bibliography maker to create and format citations in 5,000+ styles. Search online databases, collect full-text articles and auto-complete your references. EndNote® gives you the tools to search, organize and share your research, and write your paper. On top of the ability to create bibliographies and CVs right from within EndNote, features like ‘Find Full Text’ and ‘Update Records’ automates the process of locating and updating your collection’s information, saving hours of time searching through individual files. Whether your collaborating on a manuscript or tracking relevant published research, EndNote lets you share your research and documents (library) with colleagues across departments or across the world. Share your research with colleagues and team members across departments or across the world. Organize and store your research, PDFs, notes and annotations. Then, sync, store, and share with no size limitations.

InCites: An Institutional Solution for Research Analytics InCites includes: Journal Citation Reports comprehensive journal analysis Essential Science Indicators top cited research from around the world Benchmarking and Analytics flexible benchmarking of institutions and authors, plus collaboration analysis

CONVERIS – Global Growth within Thomson Reuters Recent Developments: Increased from 50 to 75+ clients in the last 9 months Doubling the development team: 25 to 50 developers + adding annual R&D investment Local implementation teams now in Philadelphia, Karlsruhe, Amsterdam, Latin America, Tokyo, Beijing and Singapore (6 further on the way) Methodology: Leveraging TR resources Extending implementation & support structure, locally and globally (towards 24x7x365) Creating close and long-term collaborations with clients and industry associations Our recent good news has been that we have increased our client base from 50 to 75 Universities in the last 7 months which has allowed us to increase our Research and Development annual budget by double to US$2 million. At present we have 30 full time developers employed, 20 on site and 10 others based around the world. We also have office based and local implementation teams to ensure a smooth handheld transitional process. We prefer to work closely with each new University and we listen carefully to their individual requirements, as no University is the same. Our goal is to assist Universities to achieve their global presence by streamlining their systems to such a level where they can focus more time and effort on their actual work.

CONVERIS Research Management System: An Integrated Workflow Solution for managing the Research Lifecycle end-to-end

Thomson Reuters Integrated Solutions for Research Evaluation and Management

Converis – Our Position today

Converis: Supporting the Full Research Workflow Summary of the research Life Cycle from idea over proposals to projects, results and exploitation Along the Research Life Cycle there are many different stakeholders. These have in CONVERIS their own specific view, with access to manage those parts that are relevant to them.

Ease the administrative burden on researchers CONVERIS is a research management system that: enables you to centralize all researcher activities in one place (publications, grants, teaching, service) syncs with your existing data sources: “collect data once, use it many times” creates CVs for researchers in standard or custom templates can be highly customized to support evaluation workflows at your institution offers a public portal to showcase your accomplishments to the world includes advanced analytics on all data in the system

CONVERIS connects research data and university systems Currently, CONVERIS connects to around 50 different systems Login servers (e.g. Shibboleth, Kerberos, CAS, with Single Sign On (SSO)) HR systems (Resource Link, SAP-HR, PeopleSoft) Finance systems (e.g. SAP, PeopleSoft, Agresso, Oracle, Raindance, MACH) Student record systems (e.g. SITS, Ladok, AIS) Institutional repositories (e.g. DSpace, EPrints, Fedora) Content Management Systems (through CONVERIS web services in order to integrate existing information from CONVERIS into existing web pages) External publication databases (e.g. WoS, Scopus, PubMed, DNB) VIVO- We produce format that can be ingested into VIVO. Producing VIVO-specific format is on the roadmap (date TBD).

Configuration Module- Giving you the power to localize and maintain the system

Global Challenges: Standardization Required In this context, where more and more institutions manage research information, and e.g. funders and national research performance assessment exercises like the ERA require the actual data to be submitted, and not only a printed report, the channels increase where the research information needs to be exchanged between systems. We see this as a digital ecosystem of research information. We are therefore strong advocates of using standards to facilitate this exchange and ensuring that the information can flow seamless through the ecosystem and be reused to a maximum, and avoid that researcher and administrators have to retype the same information. We are actively involved in these and other initiatives to on the one hand ensure that we stay on top of the trends and that CONVERIS is able to exchange data e.g. in CERIF-XML, provide data to VIVO, make extensive use of ORCID and make use of CASRAI for a common vocabulary, e.g. for the generation of CASRAI compliant CVs and make use of the CASRAI thematic classifications. But we are also keen to drive these standards forward by making use of the input we get from our implementations. One example is the extension of CERIF to accommodate the use of federated identifiers, which is a result of our close collaboration with ORCID.

Collaborative approach: Our Goal Focus on training and joint activities for knowledge transfer and putting the client in a position to do everything without dependency on TR Alternatively, professional services and hands-on guidance throughout the implementation Collaborative approach: Standard as starting point + possibility to meet individual needs Aligning roadmaps and priorities

Introduction of Susan Blum