1. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 1 CERIF & euroCRIS Geert Van Grootel Treasurer euroCRIS geert.vangrootel@ewi.vlaanderen.be www.eurocris.org

2. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 2 Agenda Introduction – speaker CRIS Purpose & Stakeholders CRIS development history CERIF-CRIS at the centre of the Organisation Synthesis Role of euroCRIS

3. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 3 Who ? Senior researcher : dept Economy, Sciences & Innovation, Flemish Government CERIF TG member FRIS programme leader Treasurer euroCRIS

4. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 4 Agenda Introduction – speaker CRIS Purpose & Stakeholders CRIS development history CERIF-CRIS at the centre of the Organisation Synthesis Role of euroCRIS

5. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 5 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

6. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 6 Purpose CRIS To assist users in their recording, reporting and decision-making concerning the research process whether developing programmes, allocating funding, assessing projects, executing projects, generating results, assessing results or transferring technology

7. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 7 a tool for policy making evaluation of research based on outputs document the research activities document research output a formal log of research in progress to assist project planning. Purpose at institution level

8. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 8 Purpose for Individual end users to evaluate opportunities for research funding avoid duplication of research activity analyse research trends, locally, regionally and internationally references/links to full text locate new contacts/networks identify new markets for products of research

9. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 9 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

10. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 10 Outputs Researcher CV Research Bibliography Commercial output report Management information Reports to Funder Equipment use

11. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 11 History CERIF = Common European Research Information Format 1987-1990:  CERIF91 –Simple, non normalised model having Project as an entitiy with Orgunit and Person represented as attributes –Research classifications scheme recommended 1991, not updated since 1988 1997-1991:  CERIF2000 –Normalised model with independent objects: Project, Person, OrgUnit, Publication, Patent, Product, Equipment,Facilitiy, –Temporally role based relations between objects –Multilingual text attributes –Classification associated with Object

12. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 12 History 2002 care and custodianship transferred by EC to euroCRIS Release: CERIF2004 – CERIF2006 –Minor changes –Connection between DC and Project, Person & Orgunit by role base relational objects Current release: CERIF2008

13. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 13 13 Research Information Space researchers Research organisation Investment opportunities projects publications patents equipment government FUnding Agencies Researchers editors libraries data centres Research institutes industry products Research data facilities

14. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 14 The world to model

15. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 15 CERIF examples - What for ? http://www.ist- world.org/ Aim: investigate the thematic range of SSA projects in FP6 Thematic Areas (Blue Clouds): SEMANTIC HEALTH LEGAL CHANGING ROADMAP SOFTWARE Projects (Red Dots) Linked with Full Record in Repository

16. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 16 CERIF examples - What for ? http://www.ist- world.org/ Aim: investigate the thematic range of SSA projects in FP6 Goals Themes

17. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 17 CERIF examples - What for ? http://www.ist- world.org/ Aim: investigate the collaboration of SSA partners in FP6 Number of joint partners Project

18. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 18 CERIF examples - What for ?

19. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 19 Model requirements Cover the business objects –Project, Person, Orgunit, Publication –FundingProgramme, Expertise, Equipment, –Results: publication, patents, product.. Store relations through time with defined roles Scalability via separation between Semantics and Syntax: –allow new objects, new roles in relations, new classifications, map classifications Support multilingualism

20. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 20 CERIF Essentials Syntax –R&D business objects –Time constraind linking relations Binary relations Recursive relations –Language independant Semantics –Classifications –Controlled vocabularies Type Roles in linking relations

21. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 21 CERIF A Template CRIS can be implemented using subset or superset of full CERIF model: –for projects –for people –for organisations –for publications, patents, products –for services –for facilities, particular equipment with role-based, temporally-bound relationships

22. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 22 CERIF The Advantages Neutral Architecture Data Model can be implemented: –relational –object-oriented –information retrieval (including WWW) Process model can be implemented –DBMS and query; centralised or distributed; –html web / harvesting / IR-query; –advanced knowledge-based technology But interoperation requires structured schema

23. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 23 CERIF The use today As a model for an implemented standalone CRIS –But interoperation ready As a model to define the wrapper around a legacy non-CERIF CRIS –To allow homogenous access to heterogeneous systems As a definition of a data exchange format –To create a common data warehouse from several CRIS

24. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 24 CERIF: The Key This allows not only construction of a new interoperation-ready CRIS but also wrapper- interoperation by generating CERIF from a legacy CRIS The key to the CERIF datamodel is Structured (syntax) First order logic (semantics) Legacy CRIS wrapper New CRIS

25. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 25 Agenda Introduction – speaker CRIS Purpose & Stakeholders CRIS development history CERIF-CRIS at the centre of the Organisation Nirvana (the ideal CRIS environment) Synthesis Role of euroCRIS

26. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 26 CERIF Essentials Syntax –R&D business objects –Time constraind linking relations Binary relations Recursive relations –Language independant Semantics –Classifications –Controlled vocabularies Type Roles in linking relations

27. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 27 PROJECT ORGUNIT Skills CV General Facility Particular Equipment Contact Results Publication Results Patent Results Product Service Funding Programme Event Classification Prize/Award PERSON

28. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 28 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

29. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 29 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

30. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 30 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

31. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 31 Linkages From CERIF Staying with this example: publication X full-text (or multimedia) is not stored within the CERIF data model but in an institutional repository or publisher’s online database. CERIF provides the direct linkage to the full text.

32. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 32 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

33. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 33 Linkages From CERIF Staying with this example: more information about Person A may be found in the HR (human resources) system of OrgUnit O, or on web-pages associated with either OrgUnit M or N.

34. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 34 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 HR System webpages

35. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 35 Linkages From CERIF Staying with this example: the full project management information associated with Project P may be accessed in the project management system of Organisation O,

36. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 36 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 HR System webpages Project Management

37. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 37 Linkages From CERIF Staying with this example: and from thence financial information may be found in the financial systems of Organisation O.

38. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 38 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 HR System webpages Project Management Finance

39. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 39 The Solution CERIF-CRIS plus Links CERIF: Person –Link to organisation HR system CERIF: OrgUnit –Link to organisational webpages –Link to catalogue of organisations (eg D&B) CERIF: Project –Link to organisational project management system –Link to funding organisation(s) records on the project CERIF: Funding –Link to funding organisation programme CERIF: Event –Link to e.g. conference webpage CERIF: Contact –Link to customer relationship management system CERIF: Result_Publication –Link to repository or publisher online database CERIF: Result_Patent –Link to patent database(s) CERIF: Result_Product –Link to e-research portal to datasets, software CERIF: Facility –Link to webpages of facility CERIF: Equipment –Link to webpages of equipment etc

40. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 40 CERIF Classification submodel Multipurpose Thesauri –Discipline codes –Science Domains Controlled vocabularies for purpose of object classification –Project type –Project status –Postal Address type –… Roles in Relations –Person Project roles: promoter, co-promoter, collaborator –Person OrgUnit roles: leader, member

41. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 41 CERIF Classification Submodel

42. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 42 Thesaurus example CFCLASSID1CFCLASSID2CFCLASSSCHEMEID1CFCLASSSCHEMEID2CFSTARTDATECFENDDATECFCLASSIDCFCLASSSCHEMEID B390B220iwDisciplineCode 1/03/200731/12/1999 SeeAlsothesurus B390B250iwDisciplineCode 1/03/200731/12/1999 SeeALsothesurus B390B006iwDisciplineCode 1/03/200731/12/1999 NTCFISO5964 B006B000iwDisciplineCode 1/03/200731/12/1999 NTCFISO5964 Discipline code Biomedical sciences (B000) Agronomics (B006) Phytotechny, horticulture, crop protection, phytopathology (B390) SeeAlso Genetics, cytogenetics ( B220) SeeAlso Entomology, plant parasitology (B250)

43. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 43 Example of Thesaurus FRIS Discipline codes –Associated with Project (FRIS requirement 3-8 terms per project instances) –Three level hierarchy with standard ISO5964 thesaurus relations Broader term, narrow term, use, related term –The ISO5964 relation terms are defined as roles for the Classification Classification relation.

44. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 44

45. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 45 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.

46. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 46 CERIF-CRIS at One Organisation CERIF-CRIS Managing Research Information at a researching or research funding organisation: decision support

47. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 47 CERIF-CRIS at One Organisation Publication repository CERIF-CRIS With associated scholarly publications providing deeper information on the research; metadata in the CERIF-CRIS

48. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 48 CERIF-CRIS at One Organisation Publication repository Dataset Software repository CERIF-CRIS And research datasets and software to allow detailed examination of the research method; metadata in the CERIF- CRIS Note: metadata for products and patents stored in CERIF- CRIS; detail elsewhere (e.g. national or international system)

49. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 49 CERIF-CRIS at One Organisation Publication repository Dataset Software repository Finance system CERIF-CRIS With financial information related to research activity to assess value for money

50. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 50 CERIF-CRIS at One Organisation Publication repository Dataset Software repository Finance system Human Resources system CERIF-CRIS And human resource information related to the research activity to ensure appropriate skills and resource availability

51. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 51 CERIF-CRIS at One Organisation Publication repository Dataset Software repository Finance system Human Resources system Project Management system CERIF-CRIS And project management information including milestones, deliverables and resources of the research to understand the research method This list of organisational ICT systems is not exclusive…

52. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 52 CERIF-CRIS at One Organisation Publication repository Dataset Software repository Finance system Human Resources system Project Management system CERIF-CRIS Directory Services And directory services to control research workflow, messaging, authentication, authorisation, access

53. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 53 CERIF-CRIS at One Organisation Publication repository Dataset Software repository Finance system Human Resources system Project Management system CERIF-CRIS Web pages Directory Services And generation of intranet (organisation), DMZ (trusted business partners) and extranet (public ) web-pages

54. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 54 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…

55. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 55 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

56. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 56 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

57. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 57 ….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

58. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 58 CRIS & CERIF implementation in Flanders CRIS cerifXML CERIF lingua franca Metadata serices cerifXML

59. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 59 FRIS an architecture of services Journal metadata

60. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 60 Roles of CERIF-CRIS: Re- iteration Research information system for decision-support

61. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 61 Roles of CERIF-CRIS: Re- iteration Research information system for decision-support Metadata (index) to scholarly publications (white and grey) in a repository

62. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 62 Roles of CERIF-CRIS: Re- iteration Research information system for decision-support Metadata (index) to scholarly publications (white and grey) in a repository Metadata (index) to research datasets and software in a repository

63. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 63 Roles of CERIF-CRIS: Re- iteration Research information system for decision-support Metadata (index) to scholarly publications (white and grey) in a repository Metadata (index) to research datasets and software in a repository Access view to financial information of an organisation

64. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 64 Roles of CERIF-CRIS: Re- iteration Research information system for decision-support Metadata (index) to scholarly publications (white and grey) in a repository Metadata (index) to research datasets and software in a repository Access view to financial information of an organisation Access view to human resource information of an organisation

65. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 65 Roles of CERIF-CRIS: Re- iteration Research information system for decision-support Metadata (index) to scholarly publications (white and grey) in a repository Metadata (index) to research datasets and software in a repository Access view to financial information of an organisation Access view to human resource information of an organisation Access view to project management information of an organisation

66. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 66 Roles of CERIF-CRIS: Re- iteration Research information system for decision-support Metadata (index) to scholarly publications (white and grey) in a repository Metadata (index) to research datasets and software in a repository Access view to financial information of an organisation Access view to human resource information of an organisation Access view to project management information of an organisation (and to other relevant organisation systems)

67. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 67 Roles of CERIF-CRIS: Re- iteration Research information system for decision-support Metadata (index) to scholarly publications (white and grey) in a repository Metadata (index) to research datasets and software in a repository Access view to financial information of an organisation Access view to human resource information of an organisation Access view to project management information of an organisation (and to other relevant organisation systems) Provision of directory service information for authentication, authorisation, workflow, cooperative working…

68. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 68 Roles of CERIF-CRIS: Re- iteration Research information system for decision-support Metadata (index) to scholarly publications (white and grey) in a repository Metadata (index) to research datasets and software in a repository Access view to financial information of an organisation Access view to human resource information of an organisation Access view to project management information of an organisation (and to other relevant organisation systems) Provision of directory service information for authentication, authorisation, workflow, cooperative working… Generation of web pages presenting the organisation on intranet, DMZ and extranet directly or from other organisational systems through the CERIF-CRIS

69. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 69 Roles of CERIF-CRIS: Re- iteration Research information system for decision-support Metadata (index) to scholarly publications (white and grey) in a repository Metadata (index) to research datasets and software in a repository Access view to financial information of an organisation Access view to human resource information of an organisation Access view to project management information of an organisation (and to other relevant organisation systems) Provision of directory service information for authentication, authorisation, workflow, cooperative working… Generation of web pages presenting the organisation on intranet, DMZ and extranet directly or from other organisational systems through the CERIF-CRIS Interoperation with other CERIF-CRIS (and their associated systems) to give a global view of research information

70. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 70 Take-Home Message Make the CERIF-CRIS the centre of the research organisation to a)Integrate all other systems b)Interoperate with external systems

71. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 71 Agenda Introduction – speaker CRIS Purpose & Stakeholders CRIS development history CERIF-CRIS at the centre of the Organisation Role of euroCRIS

72. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 72 euroCRIS identity Professional association of CRIS experts Custodian of CERIF: Common European Research Information Format Formal not-for profit association with legal status since June 2002

73. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 73 euroCRIS mission Internationally recognised point of reference relating to all CRIS matters Stimulation of CERIF-compliant CRIS Ultimate aim: to implement all relevant CRIS (related) systems progressively on a GRIDs platform in order to gain maximum advantage for (European) research at all levels Background: needs of stakeholders, European Research Area (ERA)

74. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 74 euroCRIS The Role It is the role of euroCRIS to: –Promote and improve communication and interaction between global CRIS; –Maintain and publish the CERIF (Common European Research Information Format) recommendation and any standards endorsed by euroCRIS; –Organize and run the CRIS series of conferences with associated workshops and other events;

75. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 75 euroCRIS The Role –Provide a source of expertise in CRIS to members and to others under business arrangements made at the time; –Develop euroCRIS guidelines; –Nurture the CRIS community by events, a newsletter, an online discussion forum and other appropriate mechanisms; –Provide a forum for exploring and exploiting new and emerging concepts and technologies (including data quality, standards, etc.); –Establish a one-stop portal / gateway to international CRIS resources. (eurocris charter)

76. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 76 euroCRIS Board The composition of the Board reflects the activities of the organisation. Meetings: 4/year General management: Keith Jeffery President Harrie Lalieu Secretary Geert van Grootel Treasurer Executives: Anne Asserson Strategy/External Relations Wolfgang Adamczak Conferences Max Stempfhuber Workshops and Technical Meetings Task Group Leaders: Brigitte Joerg CERIF Ed Simons IR-CERIF Sergey Parinov Best Practice / DRIS Nikos Houssos Projects

77. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 77 Forthcoming events 2-5 June 2010 10th International Conference on Current Research Information Systems, hosted by the University of Aalborg 13-14 September 2010 8th euroCRIS Strategic Seminar Brussels (theme to be determined) November 2010 Members meeting in Prague (dates to be determined)

78. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 78 Geert Van Grootel euroCRIS www.eurocris.org

79. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 79

80. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 80 Where are we now? CRISs Standalone CRISs –Variety of kinds –Some based on or using CERIF Interoperating CRISs –Homogeneous (all using same schema) simple technology e.g. METIS –Heterogeneous (different schemas) Need data access and exchange schema standard Only working examples to date IDEAS and ERGO (CERIF)

81. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 81 Where are we now? Commercial CRISs One commercial offering since late 1980s –COS (COS, USA) Commercial offerings gaining solid installed base –PURE (Atira, DK) –Converis (Avedas DE) Others moving towards this Repository Systems –Publications Management System (Symplectic UK) –ePrints (U Southampton) –DSpace (MIT) –ePubs (STFC) –Fedora (Fedora Commons, USA)

82. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 82 Where are we now? And Where Next? The need: –The EC has declared the ERA (European Research Area) The Lisbon Targets The Opportunity –CRISs to record IP of an organisation to encourage innovation, wealth creation, improved quality of life –Interoperating CRISs to support the ERA and Lisbon targets especially to encourage cross-Europe innovation Note projects CISTRANA and IST-World

83. ©euroCRIS/Keith G Jeffery, Geert Van Grootel CRIS: Stakeholders, Benefits, History, Process, Architecture 18/03/2010 83 Where are we now? And Where Next? Research Information is an essential asset for realising the Knowledge Society. This requires a cultural and organisational change. The technology base is largely present