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Research information systems: from global to national (PT-CRIS). João Mendes Moreira. Agenda. Background CRIS Global perspective PT-CRIS Cooperation. Background. Today. Collaboration. Realization. Studies and strategy . The research information space. Source : EUROCRIS.org.

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Research information systems: from global to national (PT-CRIS)

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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

Today

Collaboration

Realization

Studies and strategy

PT-CRIS


The research information space

Source: EUROCRIS.org

Industry

Editors

Research

institutions

Investment opportunities

Research

organizations

Publications

Libraries

Patents

Products

Data centres

Projects

Researchers

Research data

Facilities

Equipment

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


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

Trends, not certainties!

CRIS-PT


Survey eco – institution profile

CRIS-PT


Survey eco - Services

CRIS-PT


Survey eco - Services

CRIS-PT


Survey eco - services

CRIS-PT


Survey eco - dimension

CRIS-PT


Survey eco - Interoperability

CRIS-PT


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


Equipamento

Standards – data model

Financiamento

Organização

Organização

Pessoa

Pessoa

Projeto

Projeto

Serviço

Skills

Publicação

CV

Patente

Classificação

Classificação

Produto

(

(

)

)

Semântica

Semântica

Evento


Standards – dictionary


Standard – VIVO - Ontologies


Standards – VIVO - Ontologies


Identifiers

To beconfirmed

PT-CRIS


Agenda

  • Background

  • Survey

  • Conclusions

  • PT-CRIS

    • The program

    • Next Steps

  • Cooperation

PT-CRIS


Strategy

CRIS-PT


Strategy - Vision

EXCELLENCE | KNOWLEDGE| IMPACT

PT-CRIS


PT-CRIS

Excellence, Knowledge and impact in research information systems


Mission

Ensure the creation and sustaineddevelopment of an national integrated informationecosystem to support scientific activity developed in Portugal according to the best international standards and practices

CRIS-EN


Goals

  • Define the regulatory framework to adopt

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

  • Coordinateexternal systems integration with FCT (National and International) according to the regulatory framework

  • 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 serviceswill 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 serviceswill 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

O PT-CRIS is a eco-systemof CRIS systems!


Architecture - Digital ecosystem for research information

Function

Grantsmanagement

Researchethics

Researchprojects

Researchresults

Researchnews

Portal

National services

Research portal

Research

news

Solution architecture

Academic expertise

Organizations database

Expert service

Projects database

Grants mgmt

Research ethics

Outcomes / outputs

Scientific equipment

Federated services

Outcomes / outputs

Projekt

(EKO m.fl.)

Projekt

(EKO m.fl.)

CRISs

CRISs

Outcomes / outputs

Local

Services

Projects database

(local)

News

(local)

Grants mgmt

(local)

funders

Outcomes / outputs

Projekt

(EKO m.fl.)

Ansökningar

(Prisma)

Projekt

(lokala)

Övriga

Publikationer

(EKO m.fl.)

Ansökningar

(Prisma)

Ansökningar

(Prisma)

Ansökningar

(Prisma)

Ansökningar

(Prisma)

Academic expertise

Business

Intelligence

Statistics


Organization Program


Organization Program

EN-CRIS


Standards


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 frontlinecountries 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, facilitatingmanagement 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

Ilustrative

PT-CRIS


Equipment

Priorities12 to 18 months (after mobilization)

Financing

Organization

Organization

Person

Person

Project

Project

Service

Skills

Publication

CV

Patent

Rating

Rating

Product

(

(

)

)

Semantics

Semantics

Event


Equipment

1 - Outputs

An output should be registered only once and reused multiple!

Financing

Organization

Organization

Person

Person

Project

Project

Service

Skills

Publication

CV

Patent

Rating

Rating

Product

(

(

)

)

Semantics

Semantics

Event


Equipment

2 - People, skills and CV

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

Financing

Organization

Organization

Person

Person

Project

Project

Service

Skills

Publication

CV

Patent

Rating

Rating

Product

(

(

)

)

Semantics

Semantics

Event


Equipment

3 – Organizations, 4 - equipment

Creation of databases authoritative of organizations and equipment

Financing

Organization

Organization

Person

Person

Project

Project

Service

Skills

Publication

CV

Patent

Rating

Rating

Product

(

(

)

)

Semantics

Semantics

Event


5 - Foundations PT-CRIS in FCT

“Point of truth" normalized database.


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


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