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

Research information systems:
from global to national (PT-CRIS)
João Mendes Moreira
PT-CRIS
CASRAI Europe ReConnect14

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

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 model
Strategic plan
Go
FCT Board
Ministry
Mobilization
PT-CRIS
Today
Studies and strategy Realization
Collaboration

Research
organizations
Investment
opportunities
Projects
Publications
Patents
Equipment
Governments
Financiers
Researchers
Editors
Libraries
Data centres
Research
institutions
Industry
Products
Research data
Facilities
The research information space
Researchers
Source:
EUROCRIS.org

Background - goals
• Reference Architecture
• Components / modules to support
• Interoperability (IRs, CRIS, Other scientific
SI systems)
• Norms and standards (data model, interfaces)

Agenda
• Background
• CRIS Global perspective
– State of the art studies
– Surveys
– Standards
• PT-CRIS
• Cooperation
PT-CRIS

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

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 TLD
Suisse CH
Check Republic CZ
Portugal PT
Spain ES
Sweden SE
Slovak Republic SK
Netherlands NL
Brazil BR
CRIS-PT
Trends, not certainties!

Survey eco – institution profile
CRIS-PT
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

Survey eco - Services
CRIS-PT
CRIS
Academic
expertise
Organizations
database
Scientific
equipment
Project
database
Grant
management
Outcomes /
outputs
Reserach
news
Research
ethics
Research
portal

Survey eco - Services
CRIS-PT
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

Survey eco - services
CRIS-PT
0
1
2
3
4
5
6
7
8
9

Survey eco - dimension
CRIS-PT
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

Survey eco - Interoperability
CRIS-PT
Data providers
Datacollectors
Service AE (CVs) Org.DB
Grant
management
Outcomes
/outputs
Project
DB
External
Sources
Scientific
equip.
Total
Academic expertise (CVs) 3 3 3 5 2 4 1 21
Organizations database 1 1 2 2 2 1 9
Grant management 3 3 1 1 1 9
Outcomes /outputs 2 3 3 3 3 14
Project database 2 4 1 2 2 2 1 14
External Sources 1 1 2
Scientific equipment 2 1 3
Research portal 1 3 3 3 2 2 14
Research news 1 1 1 3
Research ethics 0
Other - project calls 1 1
other - Statistics survey of
research potencial
2 1 1 1
5
other - Qvaluation of quality
of science
1 1
2
Total 12 24 9 20 14 14 4

Survey – Architecture - SE
CRIS-PT

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

Standards – data model
Equipamento
ProjetoProjeto
OrganizaçãoOrganização
Serviço
Financiamento
Patente
Skills
CV
Produto
Evento
PessoaPessoa
Classificação
(Semântica )
Classificação
(Semântica )
Publicação

Standard – VIVO - Ontologies

Standards – VIVO - Ontologies

Identifiers
PT-CRIS
To be confirmed

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

Strategy
CRIS-PT
• Vision and mission
• Goals
• Principles
• Fields of activity
• Service architecture
• Organization of the
program
PT-CRIS

Strategy - Vision
PT-CRIS
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

Goals
1. Define the regulatory framework to adopt
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
regulatory framework
4. Support and disclose within the community the
use of the PT-CRIS systems.
EN-CRIS

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.
CRIS-PT

Fields of activity
National and Internacional CRIS
(Local: SIGARRA, FENIX, outros)
(European Union, ScienTI Network, etc)
PT-CRIS
Academic expertise
Organizations
Database
Scientific Equipement
KPI /Bibliometrics
Project database
Grant management
Outcomes / outputs Research news
Research ethics
Research portal
O PT-CRIS is a eco-system of CRIS systems!

Portal
Solutionarchitecture
Business
Intelligence
Function Research
news
Research
ethics
Grants
management
Research
projects
Research
results
Architecture - Digital ecosystem for research information
Nationalservices
Research
ethics
Research
news
Expert
service
Outcomes /
outputs
Grants mgmt
Organizations
database
Academic
expertise
Federated
services
Projekt
(EKO m.fl.)
Projekt
(EKO m.fl.)
Outcomes /
outputs
Local
Services
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
CRISs
CRISs
Scientific
equipment

Organization Program
Steering committee
Program management
Expert Committee /
Architecture
Project management
Implementation
project 1
Implementation
project 2
Implementation
project n

Organization Program
Program
management
Bibliometria /
Authenticus / BI
Grupo FCT + UP
DeGóis
UM / DSI
RCAAP
UM/SDUM
Equipamento
científico
Gestão
Organizações
DGEEC
FCT-SIG,
PCT
EN-CRIS
Principles
Reuse services
Partnerships
Sustainability
Interoperability
Coordination

Standards
PT-CRIS
Data model
Dictionary / Interop.
Ontologies
Researcher Id
Organizations Id

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 .
EN-CRIS

Strategy - Priorities
PT-CRIS
Academic exp.
Organizations database
Grant Manag.
Outcomes / outputs
Scientific equipt
Research portal
Research news
Research ethics
Statistics
Evaluation
Fed. CRIS Syst.
Risk
Impact
Cost

Priorities 12 to 18 months (after mobilization)
Equipment
ProjectProject
OrganizationOrganization
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
ProjectProject
Service
Financing
Patent
Skills
CV
Product
Event
PersonPerson
Rating
(Semantics)
Rating
(Semantics)
Publication
ORCID
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
ProjectProject
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
ProjectProject
Service
Financing
Patent
Skills
CV
Product
Event
PersonPerson
Rating
(Semantics)
Rating
(Semantics)
Publication

5 - Foundations PT-CRIS in FCT
“Point of truth" normalized database.
BD
CERIF
Legacy
systems
Key
Performance
Indicators
(BI)
Operatinal
reports
(Excel ODBC)
APIs
(CASRAI)
New
systems
(comercial)
New system
(home made
Opensource)

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

www.fct.pt
EXCELLENCE | KNOWLEDGE| IMPACT
2º Workshop CRIS-PT

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

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