www eurocris org The euro CRIS view of

www. eurocris. org The euro. CRIS view of the Rome OA Workshop Keith G Jeffery President, euro. CRIS keith. g. jeffery@. rl. ac. uk ©euro. CRIS/Keith G Jeffery OA Workshop May 2010 CNR Roma 20100510 -11 1

Context • All working on documentation of research • Different approaches / methods • Bring together to discuss advantages / disadvantages of approaches • Try to find a roadmap forward ©euro. CRIS/Keith G Jeffery OA Workshop May 2010 CNR Roma 20100510 -11 2

Purpose • There is a philosophical difference: Store metadata for research outputs (not only publications) in a repository system or in a CRIS; • The difference is based on usage: – Repositories concentrate on term search, access to and display of an object so the metadata is for discovery; – CRIS concentrate also on structured search, analytics and linkage to other systems so metadata is for statistical analysis and reporting as well as discovery and also as a link mechanism to legacy systems; • And this is reflected in the (meta)data – Repositories: semi-structured; – CRIS: structured with formal syntax and declared semantics; ©euro. CRIS/Keith G Jeffery OA Workshop May 2010 CNR Roma 20100510 -11 3

CRIS “a Current Research Information System, commonly known as "CRIS", is any information tool dedicated to provide access to and disseminate research information” (www. eurocris. org) – A CRIS consists of • a datamodel describing objects of interest to R&D • a tool or set of tools to manage the data ©euro. CRIS/Keith G Jeffery OA Workshop May 2010 CNR Roma 20100510 -11 4

The Users • Research and Development Information – For the political decision-makers – For the funding organisations – For the entrepreneurs – For the researchers – For the innovators – For the media – For the general public ©euro. CRIS/Keith G Jeffery OA Workshop May 2010 CNR Roma 20100510 -11 5

Outputs Researcher CV Research Bibliography Reports to Funder Management information Commercial output report Equipment use ©euro. CRIS/Keith G Jeffery OA Workshop May 2010 CNR Roma 20100510 -11 6

Institution Person / CV Publisher Event Research Group Equipment Books Journal/article ©euro. CRIS/Keith G Jeffery Patent Project OA Workshop May 2010 CNR Roma 20100510 -11 7

PROJECT Funding Programme ORGUNIT PERSON Contact Skills CV Classification ©euro. CRIS/Keith G Jeffery Results Publication Results Patent Results Product Event Prize/Award General Facility Particular Equipment OA Workshop May 2010 CNR Roma Service 20100510 -11 8

The essential point • There is an intersection with metadata / data in repositories • • • Publication data Person (as author) Organisation (as publisher), (as owner of IP) • And there is increasing demand for the allocation of research outputs (not just publications) to: • • • Project Funding organisation Funding programme Research organisation Research faculty / department / group Person • Research facility / equipment / experiment ©euro. CRIS/Keith G Jeffery OA Workshop May 2010 CNR Roma 20100510 -11 9

RESULT_PUBLICATION PROJECT ORGUNIT PERSON Result_Publication Concepts: (1) temporally-bound role linking relations (2) >1 linking relation : Result_Publication and other entities (3) PERSON role may be author, co-author, editor, reviewer…. (4) ORGUNIT role may be publisher, IPR or copyright owner. . (5) PROJECT role may be the source of the idea ©euro. CRIS/Keith G Jeffery OA Workshop May 2010 CNR Roma 20100510 -11 10

RESULT_PUBLICATION PROJECT ORGUNIT PERSON Result_Publication Can Express: Person A (DT 1 - DT 2) (is author of) Publication X Orgunit O (DT 1 - DT 2) (is owner of IPR in) Publication X Person A (DT 1 - DT 2) (is employee of ) Orgunit O Person A (DT 1 - DT 2) (is project leader of) Project P Person A (DT 1 -DT 2) (is member of) Orgunit M Person A (DT 1 -DT 2) (is member of) Orgunit N Orgunit M (DT 1 -DT 2) (is part of) Orgunit O Orgunit N (DT 1 -DT 2) (is part of) Orgunit O ©euro. CRIS/Keith G Jeffery OA Workshop May 2010 CNR Roma 20100510 -11 11

Result_Publication Instance Diagram member Org. Unit M Part of employee Person A Org. Unit O member Org. Unit N Project leader Project P Part of author owns IPR Publication X ©euro. CRIS/Keith G Jeffery OA Workshop May 2010 CNR Roma 20100510 -11 12

CERIF The Key • The key to the design is the separation of base entities from link entities. • The base entities, once populated, are rarely amended but may be appended with new information. • The link entities are where the main update activity takes place since they record new relationships between records in the base entities. • These new relationships may be input or they may be generated by deduction or induction. ©euro. CRIS/Keith G Jeffery OA Workshop May 2010 CNR Roma 20100510 -11 13

Result_Publication Instance Diagram member Org. Unit M Part of employee Person A Org. Unit O member Org. Unit N Project leader Project P Part of author owns IPR Publication X ©euro. CRIS/Keith G Jeffery OA Workshop May 2010 CNR Roma 20100510 -11 14

Linkages From CERIF Staying with this example: • CERIF does not only provide strong, role-typed, timestamped within-links • But also provides the facility for strong, role-typed, timestamped outward-links ©euro. CRIS/Keith G Jeffery OA Workshop May 2010 CNR Roma 20100510 -11 15

Result_Publication Instance Diagram member Org. Unit M Part of employee Person A Org. Unit O member Org. Unit N Project leader Project P author owns IPR Publication X ©euro. CRIS/Keith G Jeffery Part of OA Workshop May 2010 CNR Roma repository 20100510 -11 16

Which leads to the question • Where to store the metadata? • In the repository – But most repository implementations (Eprints, Dspace, Fedora) do not have the data structures for the complexity required; • But note Eprints in R 4 R (Ready for Ref) • In the CERIF-CRIS – But then separated from the object (article, dataset. . . ) • But note the Atira PURE implementation ©euro. CRIS/Keith G Jeffery OA Workshop May 2010 CNR Roma 20100510 -11 17

Answer • Input (ideally automated) into the CERIF-CRIS – Definitive source of metadata – Rich syntax / semantics – Links research output to context • Copy to the repository – For access to individual objects via e. g. OAISTER / OAIPMH not using the CRIS • Metadata in the CERIF-CRIS provides a richer metadata set and context for accessing / using the research output object ©euro. CRIS/Keith G Jeffery OA Workshop May 2010 CNR Roma 20100510 -11 18

CERIF-CRIS at One Organisation Directory Services Web pages CERIF-CRIS Dataset Publication Software repository ©euro. CRIS/Keith G Jeffery Finance system This is fine for one organisation but research is international, so… Human Project Resources Management system OA Workshop May 2010 CNR Roma 20100510 -11 19

CERIF Interoperation CERIF-CRIS Interconnect Backplane CERIF provides interoperation of CRIS and associated systems with formal syntax and declared semantics so that it is reliable and scalable. ©euro. CRIS/Keith G Jeffery CERIF-CRIS OA Workshop May 2010 CNR Roma 20100510 -11 20

CRIS + Repositories at 1 institution End-User CERIF CRIS Research Context [projects, persons, organisational units funding, products, patents, publications facilities, equipment, events] CERIF Various OAIPMH protocols OA Repository (hypermedia) Documents ©euro. CRIS/Keith G Jeffery e-Research repository Datasets and Software OA Workshop May 2010 CNR Roma 20100510 -11 21

…. and multiple institutions Institution A End-User CRIS OA repository e-Research repository ©euro. CRIS/Keith G Jeffery Institution B Institution C End-User CRIS OA repository e-Research repository OA Workshop May 2010 CNR Roma OA repository e-Research repository 20100510 -11 22