Pt cris-casrai-rome-16-may-2014-v1
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Transcript of 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
• Background• CRIS Global perspective– State of the art studies– Surveys– Standards
• PT-CRIS• Cooperation
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
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
Organizations database
Scientific equipment
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
• Background• CRIS Global perspective– State of the art studies– Surveys– Standards
• PT-CRIS• Cooperation
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
Organizations database
Academic expertise
Fed
erat
ed
serv
ices
Projekt(EKO m.fl.)
Projekt(EKO m.fl.)
Outcomes / outputs
Loca
l Se
rvic
es
Ansökningar(Prisma)
Ansökningar(Prisma)
Ansökningar(Prisma)
Ansökningar(Prisma)
Projekt(lokala)Övriga
Projekt(EKO m.fl.)
News(local)
Ansökningar(Prisma)
Grants mgmt(local)funders
Projects database
(local)
Publikationer(EKO m.fl.)
Outcomes / outputs
Projects database
Academic expertise
Research portal
Statistics
Outcomes / outputs
CRISsCRISs
Scientific equipment
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
ProjectProjectOrganizationOrganization
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
ProjectProjectOrganizationOrganization
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
ProjectProjectOrganizationOrganization
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
Discussion / cooperation! (2/3)
• 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
Discussion / cooperation! (3/3)
• 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