Standardising vocabularies and use cases in Research Information: the CASRAI Profiles euroCRIS Strategic Membership Meeting, Barcelona, Nov 2015 Anna Clements Assistant Director Library Services (Digital Research), University of St Andrews Executive Board Member, euroCRIS Chair CASRAI-UK-Data Management Planning working group Co-Chair CASRAI-Snowball working group Chair, Pure UK strategy group

Anna ClementsCASRAI profiles, euroCRIS Barcelona Nov

Anna ClementsCASRAI profiles, euroCRIS Barcelona Nov

Anna ClementsCASRAI profiles, euroCRIS Barcelona Nov

So we need to … Anna ClementsCASRAI profiles, euroCRIS Barcelona Nov

Some examples Ancien/Ancient Blessé/Blessed Journée/Journey Monnaie/Money Bras/Bras or even Brasserie/Brassiere Anna ClementsCASRAI profiles, euroCRIS Barcelona Nov

Anna ClementsCASRAI profiles, euroCRIS Barcelona Nov

CASRAI aims to increase the quality, availability and impact of research information without forever increasing the burden of data capture/collection The process is simple in definition … we need to understand each other and define the scope/use case clearly Anna ClementsCASRAI profiles, euroCRIS Barcelona Nov

What is CASRAI Consortium Advancing Standards in Resarch Administrative Information Not-for-profit, membership organisation Includes institutions, funders, publishers, standards bodies, suppliers … from across the world Anna ClementsCASRAI profiles, euroCRIS Barcelona Nov

What is CASRAI Started in Canada & now with UK and international working groups Concentrates on the business definition of a process or exchange of research information What, why, between who and how often; NOT the ‘how’ Is technology agnostic Anna ClementsCASRAI profiles, euroCRIS Barcelona Nov

CASRAI, CERIF, euroCRIS and CRIS So we start with … CASRAI process producing a clear business definition of information for a particular process or exchange … … which can then be represented in CERIF (looked after by eurocris) or another suitable data model … …. and used by system suppliers/builders to move data in or out of a CRIS Anna ClementsCASRAI profiles, euroCRIS Barcelona Nov

The CASRAI Process Anna ClementsCASRAI profiles, euroCRIS Barcelona Nov Business Subject Experts (non-IT) from Producer/Consumer orgs form a small Working Group Identify Input References (what existing requirements are clear and known and representative of admin data requirements) Define a Question Set for the data consumer Define an Answer Set for the data producer(s) Answer Set becomes the published standard profile with terms/definitions CASRAI Modeller formally expresses standard profile in CASRAI Generic XML Schema Technology experts/modellers at vendors and nonprofit solutions providers either implement the generic XML or use it to map to preferred exchange technology Producers of admin data agree to publish using their choice of CASRAI Connector. Consumers of admin data agree to harvest using their choice of CASRAI Connector.

The CASRAI Dictionary Anna ClementsCASRAI profiles, euroCRIS Barcelona Nov Terms Profiles Objects Attributes Lists

Large Standard Profile: CV Identification – Person – Citizenship(s) – Language(s) Contact – Mailing Address(es) – (s) – Phone(s) – Web(s) Education – Degree(s) – Professional Designation(s) Employment – HEI Employment(s) – Leave(s) – Non-HEI Employment(s) Distinctions Funding – Grant(s) – Contract(s) Outputs – Publications – Conference – IP Services – Scholarly – Other

Medium Standard Profile: DMP Ethics Review Principal Investigator – Name – ID Type (list) – ID String Project – Name – ID String Dataset Contributor – Name – Role (list) – ID Type (list) – ID String Dataset – Storage Type (list) – Storage Access – Content Description – Destruction Policy – Embargo Start Date – Embargo End Date – Preservation Start Date – Preservation End Date – Managed Access Procedures – Sharing Method – Capture Modes – Ethics Compliance – License – IPR Ownership

Other profiles and a wishlist? Snowball Metrics – Open Access Reporting – Contributor roles [a list not a profile] – WHAT ABOUT …. Publication workflow Starting with …. Manuscript submission

Thank you! euroCRIS Strategic Membership Meeting, Barcelona, Nov 2015 Anna CASRAI Active Work: CASRAI Dictionary: