Thomson Reuters Converis: Our Vision for Research Management SystemsCAURA, November 24, 2014

Jeff Clovis, Head of Global Solutions Support and Education

Agenda

• Setting the Scene

• Thomson Reuters Research Management Solution

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.

Global challenges for effective & efficientresearch management workflows

Pro-activeResearch

Management

Attract talent

Increase collaborations

Produce more publications(in more high impact journals)

Make efficient and effective use of available funding

Increase success rates,and external research

funding

Generate more high impact, innovative project ideas

Produce more patents(and license agreements)

Generate more spin-outs, products, expertise,

services, …

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.

Web of Science:A Unified Platform for Scientific Discovery

Data Citation Index

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

BIOSIS Citation Index

Current Contents Connect

Derwent Innovation Index

Zoological Record

Coverage from 1864

Coverage from 1864

Unified subject classification

Unified subject classification

Medline

Regional Citation Indexes•Scielo, Chinese Science Citation Database•Korean Journal Database (Q4 2014)

Cited references from 1900

Cited references from 1900

18,700+ journals18,700+ journals

90 Million + records

90 Million + records

Thomson ReutersWeb of Science

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.

Search online databases, collect full-text articles and auto-complete your references.

Organize and store your research, PDFs, notes and annotations. Then, sync, store, and share with no size limitations.

Use the built-in bibliography maker to create and format citations in 5,000+ styles.

Share your research with colleagues and team members across departments or across the world.

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

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

CONVERIS – Global Growth within Thomson Reuters

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

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

15

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

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