Pt cris-casrai-rome-16-may-2014-v1

PT-CRIS

Research information systems: from global to national (PT-CRIS)

João Mendes MoreiraCASRAI Europe ReConnect14

PT-CRIS

Agenda

• Background• CRIS Global perspective• PT-CRIS• Cooperation

Background

FCT- FCCN merger

WG created

Consultancy

Diagnosis (processes & IT)

Improvement opportunities

Recommendations•6 short/medium term•1 long term (PT-CRIS)

FCT Workshop

PT-CRIS further studies approved

PT-CRIS Workshops

Expert group

Technical studies for reference model

definition

Reference modelStrategic plan

Go

FCT Board

Ministry

Mobilization

PT-CRIS

Today

Studies and strategy Realization

Collaboration

Researchorganizations

Investment opportunities

Projects

Publications

Patents

Equipment

Governments

Financiers

Researchers

Editors

Libraries

Data centres

Research institutions

Industry

Products

Research dataFacilities

The research information space

Researchers

Source: EUROCRIS.org

PT-CRIS

HOW?

Background - goals

• Reference Architecture• Components / modules to support• Interoperability (IRs, CRIS, Other scientific

SI systems)• Norms and standards (data model, interfaces)

PT-CRIS

Agenda

• Background• CRIS Global perspective– State of the art studies– Surveys– Standards

• PT-CRIS• Cooperation

Background - 1st workshop deliverables

Deliverable Responsável

D2.1 – Eco-systems FCT

D2.2 – Academic expertise (CVs) DeGóis

D2.3 – CRISs UP

D2.4 – Outputs/Outcomes SDUM / Authenticus

D2.5 – Guidelines and standards DeGóis

D2.6 – Organizations management DGEEC

PT-CRIS

Agenda



CRIS-PT

Survey eco - design

• Institution profile• Services• Services dimension (national, federated, local)

• Protocols and standards• Interoperability• Logical architecture• SWOT

• Full slide deck available at:http://pt.slideshare.net/JooMoreira3/ptcris-eurocris-2013

http://pt.slideshare.net/JooMoreira3/ptcris-eurocris-2013

http://pt.slideshare.net/JooMoreira3/ptcris-eurocris-2013

CRIS-PT

Survey eco – institution profile

Country TLDSuisse CH

Check Republic CZPortugal PT

Spain ESSweden SE

Slovak Republic SKNetherlands NL

Brazil BR

Trends, not certainties!

CRIS-PT

Survey eco – institution profile

Organization Name Organization type

Funding Agency

Research Library Govern.Data

Archive

Swiss National Science Foundation SNSF X Office of the Government of the Czech Republic, Research and Development and Innovation Council

X

Foundation for Science and Technology X X SPANISH FOUNDATION FOR SCIENCE AND TECHNOLOGY (FECYT)

X

Swedish Research Council X Slovak Centre of Scientific and Technical Information (SCSTI)

X X

Conselho Nacional de Desenvolvimento Científico e Tecnológico – CNPq

X

Data Archiving and Networked Services – DANS X X

4 1 2 3 1

CRIS-PT

Survey eco - Services

CRIS

Academic expertise

Organizations database

Scientific equipment

Project database

Grant management

Outcomes / outputs

Reserach news

Research ethics

Research portal

CRIS-PT

Survey eco - Services

CRIS

Academic expertise



Statistics

Project database

Grant management

Project call

Evaluation

Outcomes / outputs

Scientific Journals

Reserach news

Research ethics

Research portal

Research data

CRIS-PT

Survey eco - services

Academ

ic experti

se (C

Vs)

Organiza

tions d

atabase

Scientif

ic equip

ment d

atabase

Grant m

anagement

Outcom

es/outp

uts

Project

database

Researc

h portal

Researc

h news

Researc

h ethics

0

2

4

6

8

CRIS-PT

Survey eco - dimension

Service /data

Dimension

National Federated Local (institutional)

CH CZ PT ES SE SK NL BR Total CH CZ PT ES SE SK NL BR Total CH CZ PT ES SE SK NL BR Total

Academic expertise (CVs) X X D X X X 6 0 X X X Y X X 6

Organizations database X D X X 4 0 X X 2

Scientific equipment X 1 0 X 1

Grant management X X 2 D 1 X X X 3

Outcomes /outputs X X X X X X X 7 X X X 3 X X X X X X 6

Project database X X X X X 5 X X 2 X X X 3

Research portal X X X D X X 6 X 1 X X X 3

Research news X X X X X 5 0 X X X 3

other - Research data X X X 3 0 X X 2

other - Statistics survey of research potential

X X X 3 0 X X 2

other - Evaluation of quality of science

X X X 3 0 X X 2

45 7 33

CRIS-PT

Survey eco - InteroperabilityData providers

Data

collecto

rs

Service AE (CVs) Org.DBGrant management

Outcomes /outputs

Project DB

External Sources

Scientific equip.

Total

Academic expertise (CVs) 3 3 3 5 2 4 1 21Organizations database 1 1 2 2 2 1 9Grant management 3 3 1 1 1 9Outcomes /outputs 2 3 3 3 3 14Project database 2 4 1 2 2 2 1 14External Sources 1 1 2Scientific equipment 2 1 3Research portal 1 3 3 3 2 2 14Research news 1 1 1 3Research ethics 0Other - project calls 1 1other - Statistics survey of research potencial 2 1 1 1 5other - Qvaluation of quality of science 1 1 2Total 12 24 9 20 14 14 4

CRIS-PT

Survey – Architecture - SE

PT-CRIS

Survey eco - other

• Software - most of the systems are custom developments

• Staff – Staff is distributed equally between operations and

development– All services, operation sum of medians was dev (28),

ops (32)

• Most of the responders indicated some form of CERIF use

PT-CRIS

Agenda



Standards – data model

Equipamento

ProjetoProjetoOrganizaçãoOrganização

Serviço

Financiamento

Patente

Skills

CV

Produto

Evento

PessoaPessoa

Classificação(Semântica)Classificação(Semântica)

Publicação

Standards – dictionary

Standard – VIVO - Ontologies

Standards – VIVO - Ontologies

PT-CRIS

Identifiers

To be confirmed

PT-CRIS

Agenda

• Background• Survey• Conclusions• PT-CRIS– The program– Next Steps

• Cooperation

CRIS-PT

Strategy

• Vision and mission• Goals• Principles• Fields of activity• Service

architecture• Organization of the

program

PT-CRIS

PT-CRIS

Strategy - Vision

EXCELLENCE | KNOWLEDGE| IMPACT

Excellence, Knowledge and impact in research information systems

PT-CRIS

Mission

Ensure the creation and sustained development of an national integrated information ecosystem to support scientific activity developed in Portugal according to the best international standards and practices

CRIS-EN

EN-CRIS

Goals

1. Define the regulatory framework to adopt2. Coordinate FCT’s systems integration in

accordance with the regulatory framework3. Coordinate external systems integration with

FCT (National and International) according to the regulatory framework

4. Support and disclose within the community the use of the PT-CRIS systems.

CRIS-PT

Strategy - Principles

• Services can be provided centrally or using a decentralized system.

• Existing services will be used wherever possible. If necessary, these services will be expanded in order to provide a national service.

• The services are easy, intuitive, efficient and effective to use.

• Only services which meet the needs of education and research will be implemented.

• The shared services will enable cost optimization.

CRIS-PT

Strategy - Principles

• The sustainability of the services is of vital importance.• The entire life cycle of scientific information will be

covered by the services available.• The legal constraints will be observed. When the appropriate

bases are missing, the program must initiate their creation.

• The services are guided by national and international standards and best practices.

• There is central governance with clearly defined interfaces and standards.

• The services will be made available through defined interfaces and standards in order that they can be used autonomously by the organizations.

Fields of activity

National and Internacional CRIS (Local: SIGARRA, FENIX, outros)

(European Union, ScienTI Network, etc)

PT-CRISAcademic expertise

Organizations Database

Project database

Grant management

Outcomes / outputs

Research newsResearch ethics

Research portalO PT-CRIS is a eco-system of CRIS

systems!

Portal

Solu

tion

arc

hite

ctur

e

Business Intelligence

Function Research news

Research ethics

Grants management

Research projects

Research results

Architecture - Digital ecosystem for research informationN

atio

nal

ser

vice

s

Research ethics

Researchnews

Expert service

Outcomes / outputs

Grants mgmt


Academic expertise

Fed

erat

ed

serv

ices

Projekt(EKO m.fl.)

Projekt(EKO m.fl.)

Outcomes / outputs

Loca

l Se

rvic

es

Ansökningar(Prisma)




Projekt(lokala)Övriga

Projekt(EKO m.fl.)

News(local)


Grants mgmt(local)funders

Projects database

(local)

Publikationer(EKO m.fl.)

Outcomes / outputs

Projects database

Academic expertise

Research portal

Statistics

Outcomes / outputs

CRISsCRISs


Organization Program

Steering committee

Program management

Expert Committee / Architecture

Project management

Implementatio

n project 1

Implementatio

n project 2

Implementatio

n project n

EN-CRIS

Organization Program

Program management

Bibliometria / Authenticus / BIGrupo FCT + UP

DeGóisUM / DSI

RCAAPUM/SDUM

Equipamento científico

Gestão OrganizaçõesDGEEC

FCT-SIG, PCT

Principles

Reuse services

Partnerships

Sustainability

Interoperability

Coordination

Standards

PT-CRIS

Data model

Dictionary / Interop.

Ontologies

Researcher Id

Organizations Id

EN-CRIS

Conclusions

PT-CRIS is key stone for science and technology management because:– Aims to integrate the constituent systems

creating a open ecosystem, from which all stakeholders can easily benefit from and contribute to, bringing advantages to all.

– Aims to place Portugal in frontline countries with CRIS more developed and aligned with standards and best practices

EN-CRIS

Conclusions

PT-CRIS will promote excellence of science in Portugal, by giving greater visibility for all national and international, stakeholders, facilitating management and production of science and innovation processes, through easier access to authoritative, complete and reliable information .

PT-CRIS

Agenda

• Background• Survey• Conclusions• PT-CRIS– The program– Next Steps

• Cooperation

PT-CRIS

Strategy - PrioritiesIlu

strative

Academic exp.

2

Grant Manag.

Outcomes / outputs

Scientific equipt

3

3

3

StatisticsEvaluation

Fed. CRIS Syst.

CostImpact

Ris

k

Priorities 12 to 18 months (after mobilization)

Equipment

ProjectProjectOrganizationOrganization

Service

Financing

Patent

Skills

CV

Product

Event

PersonPerson

Rating(Semantics )

Rating(Semantics )

Publication

1 - Outputs

An output should be registered only once and reused multiple!

Equipment


Service

Financing

Patent

Skills

CV

Product

Event

PersonPerson

Rating(Semantics)

Rating(Semantics)

PublicationORCID

Biblometrics

CV

Grant mng

Int.sources

Thesis& Dissert.

Repositories

journals

2 - People, skills and CV

One person, their skills and CV should be Registered only once and reused multiple!

Equipment


Service

Financing

Patent

Skills

CV

Product

Event

PersonPerson

Rating(Semantics)

Rating(Semantics)

Publication

CV IRs

Bibliom.

FCT Grants

Research Portal

3 – Organizations, 4 - equipment

Creation of databases authoritative of organizations and equipment

Equipment


Service

Financing

Patent

Skills

CV

Product

Event

PersonPerson

Rating(Semantics)

Rating(Semantics)

Publication

5 - Foundations PT-CRIS in FCT

“Point of truth" normalized database.

BDCERI

F

Legacy

systems

Key Performance Indica

tors(BI)

Operatinal

reports

(Excel ODBC)APIs

(CASRAI)

New syste

ms(comercial)

New syste

m(home madeOpensource)

PT-CRIS

Agenda

• Background• Survey• Conclusions• PT-CRIS• Cooperation

PT-CRIS

Discussion / cooperation! (1/3)

• Organizations– Is the adoption of standards for Organizations

management enough?– Need for clear governance (registry/registrar)?– Need for information systems (ex: names)?– Are ISNI and Ringhold services mature?

PT-CRIS


• Normalized database– CERIF + CASRAI + ORCID + VIVO: when?– Are there APIs available for handling CASRAI

“items” materialized in a CERIF DB?– Are there plans to validate CERIF / CASRAI

XML?

PT-CRIS


• Scientific equipment– Prospective studies are under way.– The number of research infrastructures is small

when compared to orgs or researchers– Should the system be local / national or should

it be international and follow a decentralized approach?

PT-CRIS

Cooperation is power!

www.fct.pt

EXCELLENCE | KNOWLEDGE| IMPACT

2º Workshop CRIS-PT

Education

Pt cris-casrai-rome-16-may-2014-v1