Adoption of ORCID by FCT

João Mendes Moreira

25-Set-14 1

Agenda

• Two stories, one communality

• Work in progress

• Conclusions

• Future plans

25-Set-14 2

Story #1

PTCRIS: national ecosystem for research management

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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 Workshop

Expert group

Technical studies for reference model

definition

Reference model

Strategic plan

Go

FCT Board

Ministry

Mobilization & Implementation

Today

25-Set-14 4

Apr/2013 Apr-Jun 2013 Jun 2013 Jul-Dez 2013 Apr 2014

Mission

Ensure the creation and sustained development of national integrated information ecosystem (PTCRIS) to support research management

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Goals

1. Define the regulatory framework to adopt the various systems

2. Coordinate FCT’s systems integration in accordance with the regulatory framework

3. Coordinate external systems integration with FCT (National and International) according to the legal framework

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

25-Set-14 6

The eco-system

CRIS – Current Research Information Systems

Academic expertise

Organizations database

Scientific equipment

Statistics

Funding database

Grant management

Outcomes / outputs

Reserach news

Research ethics

Research portal

25-Set-14 7

Standards

Aligned:

• H2020

• Digital ERA fórum

• RDA

PT-CRIS

Data model

Dictionary / Interop.

Ontologies

Researcher Id

Org Id

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Strategy - Priorities

Academic exp.

Organizations database

Grant Manag.

Outcomes / outputs

Scientific equipt

Research portal

Research news

Research ethics

Statistics Evaluation

Fed. CRIS Syst.

Ris

k

Impact Cost

25-Set-14 9

1 - Outputs

An output should be registered only once and reused multiple!

Equipment

Project Project Organization Organization

Service

Financing

Patent

Skills

CV

Product

Event

Person Person

Rating

( Semantics )

Rating

( Semantics )

Publication ORCID

National Registry

CV

Grant mng

Int.

sources

Thesis& Dissert.

Repositories

journals

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2 - People, skills and CV

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

Equipment

Project Project Organization Organization

Service

Financing

Patent

Skills

CV

Product

Event

Person Person

Rating

( Semantics )

Rating

( Semantics )

Publication CV

FCT Grants

Research Portal

25-Set-14 11

3 – Organizations, 4 - equipment

Creation of databases authoritative of organizations and equipment

Equipment

Project Project Organization Organization

Service

Financing

Patent

Skills

CV

Product

Event

Person Person

Rating

( Semantics )

Rating

( Semantics )

Publication

25-Set-14 12

5 - PTCRIS Foundations

“Point of truth" normalized database.

BD CERIF

Legacy systems

Key Performance

Indicators

(BI)

Operational reports

(Excel ODBC)

APIs

(CERIF)

New systems

(comercial)

New Systems

(home made)

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Story #2

FCT’s Research Unit’s evaluation (bibliometric study)

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Background

• FCT organizes regular reviews of national R&D institutions (defines amount to be paid to institutions in the next 5 / 6 years)

• Bibliometric analysis to support review exercise

• ORCID was one of the tools chosen for this exercise

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The process

• Production of documentation (FAQs and instructions)

• National helpdesk number and e-mail (available for units responsible only)

• Three stages

– ORCID registration and unit association

– ORCID articles (Scopus to ORCID Wizard)

– Verification and corrections

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ORCID Ids creation

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Results

• > 90%

• 14000 out of 15000 Researchers

• 90% of indexed scientific output was registered (last five years)

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Work in progress

• Interoperability model

• “ORCIDification” of national systems

– Grant management

– National CV platform

– OA platforms (DSpace, OJS, Portal)

• Uberwizard agreement (to import grants to ORCID)

• CERIF “point of truth” database (ORCID compatible)

25-Set-14 19

Future work

• Involve HEI and Research labs in order to adopt ORCID locally

• Develop reporting tool (to report scientific output) based on ORCID

• Implement OA mechanisms and tools

• Develop research portal (VIVO based) - ORCID compatible

• Continue to leverage ORCID in processes and systems (ORCID assertions, ORCID and AAI)

• Do nothing … and benefit from other’s integrations

25-Set-14 20

Conclusions

• Perfect match between PTCRIS and ORCID adoption for the Research Unit evaluation bibliometric study

• PIDs are great but make much more sense with added value services (i.e.: integration)

• ORCID adoption requires an holistic action view (stakeholders, communication, support, technical)

• Full adoption requires hard work but you are not alone …

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Backup slides

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Interoperability matrix

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ORCID non ORCID

Implementation stage

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0 Negociação

1 Planeadas

2 Em curso

3 Operacionais

Ferramenta

TipoPortal

(RCAAP)

OJS

(RCAAP)

DSPACE

(RCAAP)RENATES Authenticus

Novo

DeGois

Local

CRIS

Grant

Mng %

Import 2 1 1 0 1 2 39%

Export ? 1 ? 1 33%

Sync 2 ? 2 1 ? 56%

Id 2 1 1 1 3 1 ? 3 57%

XML 2 3 1 1 1 ? 1 50%

% 67% 33% 56% 33% 50% 33% 58%

Sistemas PTCRIS

PTCRIS 1

ORCID

DSpace

SWORD2 (Metadados+Fulltext) CERIF-XML