Research information systems:
from global to national (PT-CRIS)
João Mendes Moreira
PT-CRIS
Agenda
•
•
•
•
Background
CRIS Global perspective
PT-CRIS
Cooperation
PT-CRIS
Background
FCT- FCCN
merger
WG created
Consultancy
FCT
Workshop
PT-CRIS
Workshops
Diagnosis
(processes & IT)
PT-CRIS further
studies approved
Expert group
Technical studies
for reference model
definition
Improvement
opportunities
Recommendations
Go
Mobilization
FCT Board
Ministry
Today
Reference model
Strategic plan
•6 short/medium term
•1 long term (PT-CRIS)
Collaboration
Realization
Studies and strategy
PT-CRIS
The research information space
Source: EUROCRIS.org
Industry
Research
institutions
Editors
Research
organizations
Investment
opportunities
Publications
Libraries
Patents
Products
Data centres
Projects
Researchers
Equipment
Facilities
Research data
Researchers
Governments
Financiers
HOW?
PT-CRIS
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
D2.1 – Eco-systems
D2.2 – Academic expertise (CVs)
D2.3 – CRISs
D2.4 – Outputs/Outcomes
Responsável
FCT
DeGóis
UP
SDUM / Authenticus
D2.5 – Guidelines and standards
DeGóis
D2.6 – Organizations management
DGEEC
Agenda
• Background
• CRIS Global perspective
– State of the art studies
– Surveys
– Standards
• PT-CRIS
• Cooperation
PT-CRIS
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
Suisse
Check Republic
Portugal
Spain
Sweden
Slovak Republic
Netherlands
Brazil
TLD
CH
CZ
PT
ES
SE
SK
NL
BR
Trends, not certainties!
CRIS-PT
Survey eco – institution profile
Organization type
Organization Name
Funding
Research Library
Agency
Swiss National Science Foundation SNSF
Office of the Government of the Czech Republic,
Research and Development and Innovation
Council
Foundation for Science and Technology
SPANISH FOUNDATION FOR SCIENCE AND
TECHNOLOGY (FECYT)
Swedish Research Council
Slovak Centre of Scientific and Technical
Information (SCSTI)
Conselho Nacional de Desenvolvimento Científico
e Tecnológico – CNPq
Data
Archive
X
X
X
X
X
X
X
X
X
Data Archiving and Networked Services – DANS
CRIS-PT
Govern.
X
4
1
X
2
3
1
Survey eco - Services
CRIS
Academic
expertise
Project
database
Organizations
database
Grant
management
Outcomes /
outputs
Reserach
news
Research
ethics
Scientific
equipment
Research
portal
CRIS-PT
Survey eco - Services
CRIS
Academic
expertise
Project
database
Outcomes /
outputs
Organizations
database
Grant
management
Research
ethics
Scientific
equipment
Project call
Research
portal
Statistics
Evaluation
Scientific
Journals
CRIS-PT
Reserach
news
Research data
Survey eco - services
9
8
7
6
5
4
3
2
1
0
CRIS-PT
Survey eco - dimension
Dimension
Federated
National
Service /data
CH CZ PT ES SE SK NL BR
Academic expertise (CVs)
X
Organizations database
X
X
D
X
X
D
X
X
Scientific equipment
X
Grant management
X
Outcomes /outputs
X
X
6
0
4
0
1
0
2
X
X
Y
X
6
X
2
X
1
X
3
X
X
6
X
X
D
1
X
X
3
X
X
2
X
X
X
3
X
1
X
X
X
3
X
3
X
7
X
X
X
X
X
5
X
X
D
X
X
6
Research news
X
X
X
X
X
5
0
X
X
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
X
CRIS-PT
X
X
X
X
X
X
X
Research portal
X
CH CZ PT ES SE SK NL BR Total CH CZ PT ES SE SK NL BR Total
X
Project database
X
X
Total
Local (institutional)
X
X
X
33
Survey eco - Interoperability
Data providers
Data collectors
Service
AE (CVs) Org.DB
Grant
Outcomes Project External Scientific
Total
management /outputs DB
Sources equip.
Academic expertise (CVs)
Organizations database
3
1
3
1
3
5
2
2
2
Grant management
3
3
1
1
1
Outcomes /outputs
Project database
External Sources
Scientific equipment
Research portal
Research news
Research ethics
Other - project calls
other - Statistics survey of
research potencial
2
2
3
4
1
2
3
1
1
3
2
1
3
2
1
3
2
1
1
1
1
3
3
1
2
1
2
1
2
other - Qvaluation of quality
of science
Total
4
2
1
1
12
24
1
1
CRIS-PT
20
9
14
14
2
3
14
3
0
1
5
1
9
21
9
2
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
Agenda
• Background
• CRIS Global perspective
– State of the art studies
– Surveys
– Standards
• PT-CRIS
• Cooperation
PT-CRIS
Standards – data model
Financiamento
Pessoa
Pessoa
Projeto
Organização
Organização
Serviço
Skills
Publicação
Equipamento
CV
Patente
Produto
Evento
Classificação
( Semântica )
Standards – dictionary
Standard – VIVO - Ontologies
Standards – VIVO - Ontologies
Identifiers
To be confirmed
PT-CRIS
Agenda
•
•
•
•
Background
Survey
Conclusions
PT-CRIS
– The program
– Next Steps
• Cooperation
PT-CRIS
Strategy
PT-CRIS
•
•
•
•
•
•
CRIS-PT
Vision and mission
Goals
Principles
Fields of activity
Service architecture
Organization of the
program
Strategy - Vision
EXCELLENCE | KNOWLEDGE| IMPACT
PT-CRIS
PT-CRIS
Excellence, Knowledge and impact in research information systems
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
Project database
Organizations
Database
Grant management
Scientific Equipement
KPI /Bibliometrics
Outcomes / outputs
Research news
Research ethics
Research portal
O PT-CRIS is a eco-system of CRIS systems!
Architecture - Digital ecosystem for research information
Grants
management
Function
Portal
Research
results
Research
news
Research
ethics
National services
Research portal
Academic
expertise
Federated
services
Scientific
equipment
CRISs
CRISs /
Outcomes
outputs
Academic
expertise
Business
Intelligence
Research
news
Organizations
database
Local
Services
Solution architecture
Research
projects
Grants mgmt
Projects
database
Outcomes /
outputs
Expert
service
Outcomes
Projekt /
Projekt
outputs
(EKO
m.fl.)
(EKO
m.fl.)
Grants
mgmt
Ansökningar
Ansökningar
(local)
(Prisma)
(Prisma)
funders
Projects
Projekt
Ansökningar
database
(lokala)
(Prisma)
(local)
Övriga
Outcomes /
Publikationer
Ansökningar
outputs
(EKO
m.fl.)
(Prisma)
Statistics
News
Projekt
Ansökningar
(local)
(EKO
m.fl.)
(Prisma)
Research
ethics
Organization Program
Steering committee
Program management
Expert Committee /
Architecture
Project management
Implementation
project 1
Implementation
project 2
Implementation
project n
Organization Program
Principles
Bibliometria /
Authenticus / BI
Grupo FCT + UP
Reuse services
Partnerships
Sustainability
Interoperability
FCT-SIG,
PCT
Coordination
DeGóis
UM / DSI
Program
management
Gestão
Organizações
DGEEC
RCAAP
UM/SDUM
Equipamento
científico
EN-CRIS
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
Agenda
•
•
•
•
Background
Survey
Conclusions
PT-CRIS
– The program
– Next Steps
• Cooperation
PT-CRIS
Strategy - Priorities
Risk
Fed. CRIS Syst.
Grant Manag.
Evaluation
Statistics
Research portal
Scientific equipt
Organizations database
Research news
Research ethics
Academic exp.
Outcomes / outputs
Cost
PT-CRIS
Impact
Priorities 12 to 18 months (after mobilization)
Financing
Person
Person
Project
Organization
Organization
Service
Skills
Publication
Equipment
CV
Patent
Product
Event
Rating
( Semantics )
1 - Outputs
An output should be registered only once and
reused multiple!
Biblometrics
Financing
Person
Project
Organization
Organization
Repositories
journals
Service
Skills
ORCID
Publication
Equipment
CV
Patent
Product
Event
Rating
(Semantics)
CV
Grant
mng
Thesis&
Dissert.
Int.
sources
2 - People, skills and CV
One person, their skills and CV should be
Registered only once and reused multiple!
Financing
Person
Project
Organization
Organization
Research
Portal
CV
Service
Skills
Publication
Equipment
CV
FCT
Grants
Patent
Product
Event
Rating
(Semantics)
IRs
Bibliom.
3 – Organizations, 4 - equipment
Creation of databases authoritative of organizations
and equipment
Financing
Person
Project
Organization
Organization
Service
Skills
Publication
Equipment
CV
Patent
Product
Event
Rating
(Semantics)
5 - Foundations PT-CRIS in FCT
“Point of truth" normalized database.
Legacy
systems
New system
(home made
Opensource)
New
systems
(comercial)
BD
CERIF
APIs
(CASRAI)
Key
Performance
Indicators
(BI)
Operatinal
reports
(Excel ODBC)
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!
PT-CRIS
EXCELLENCE | KNOWLEDGE| IMPACT
www.fct.pt
2º Workshop CRIS-PT