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

1. Research information systems: from global to national (PT-CRIS) João Mendes Moreira PT-CRIS

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

3. Background Today Collaboration Realization Studies and strategy PT-CRIS

4. 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

5. HOW? PT-CRIS

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

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

9. Background - 1st workshop deliverables

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

11. 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

12. Survey eco – institution profile Trends, not certainties! CRIS-PT

13. Survey eco – institution profile CRIS-PT

14. Survey eco - Services CRIS-PT

15. Survey eco - Services CRIS-PT

16. Survey eco - services CRIS-PT

17. Survey eco - dimension CRIS-PT

18. Survey eco - Interoperability CRIS-PT

19. Survey – Architecture - SE CRIS-PT

20. 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

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

22. Equipamento Standards – data model Financiamento Organização Organização Pessoa Pessoa Projeto Projeto Serviço Skills Publicação CV Patente Classificação Classificação Produto ( ( ) ) Semântica Semântica Evento

23. Standards – dictionary

24. Standard – VIVO - Ontologies

25. Standards – VIVO - Ontologies

26. Identifiers To beconfirmed PT-CRIS

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

28. Strategy CRIS-PT

29. Strategy - Vision EXCELLENCE | KNOWLEDGE| IMPACT PT-CRIS

30. PT-CRIS Excellence, Knowledge and impact in research information systems

31. 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

32. 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

33. 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

34. 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

35. Fields of activity O PT-CRIS is a eco-systemof CRIS systems!

36. 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

37. Organization Program

38. Organization Program EN-CRIS

39. Standards

40. 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

41. 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

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

43. Strategy - Priorities Ilustrative PT-CRIS

44. 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

45. 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

46. 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

47. 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

48. 5 - Foundations PT-CRIS in FCT “Point of truth" normalized database.

49. Agenda • Background • Survey • Conclusions • PT-CRIS • Cooperation PT-CRIS

50. 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