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Synthesise, standardise and productionise CERIF for Higher Education Institutions

CERIF in Action (CIA). Synthesise, standardise and productionise CERIF for Higher Education Institutions. Anna Clements Enterprise Architect, University of St Andrews akc@st-andrews.ac.uk. Scott Brander Project Manager, University of St Andrews scott.brander@st-andrews.ac.uk.

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Synthesise, standardise and productionise CERIF for Higher Education Institutions

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  1. CERIF in Action (CIA) Synthesise, standardise and productionise CERIF for Higher Education Institutions

  2. Anna Clements Enterprise Architect, University of St Andrews akc@st-andrews.ac.uk Scott Brander Project Manager, University of St Andrews scott.brander@st-andrews.ac.uk CERIF Workshop, Bristol, 27-28th June 2012

  3. Agenda • Aim of the project • Partners and use cases • Progress

  4. Aim of the Project “ … to consolidate existing work [at the UK National level] using CERIF to explore the possibilities of two-way data exchange by producing a stable, reusable system for real-time exchange between two or more live organisational systems using CERIF.”

  5. The National (UK) Perspective National investment – JISC

  6. The National (UK) Perspective • Report identifying CERIF as the best option for improving interoperability and exchange of research information • Cycle of investment in CERIF projects is leading to the evolution of a standard CERIF implementation • CIA first step towards a truly interoperable CERIF-XML • Entities, semantics, identifiers

  7. The National (UK) Perspective (cont.) • Growth in procurement of CERIF Research Information Systems • 0 to 30% in 3 years • Funders and other bodies engaging with and implementing standard • Consistency vital if CERIF to support national research base • CIA will help with maintaining consistency of implementation

  8. The European Perspective euroCRIS Membership

  9. Agenda • Aim of the project • Partners and use cases • Progress

  10. Project Partners

  11. Use Cases Between institutions Uploading to Research Outcomes System Exchanging data between partner institutions e.g. when an researcher moves to a new Institution. Uploading grant-level information to RCUK 1 2 CERIF Workshop, Bristol, 27-28th June 2012

  12. Benefits of CIA approach Stakeholder Perspectives

  13. Scope of CIA Major Entities

  14. Scope of CIA Systems

  15. Agenda • Aim of the project • Partners and use cases • Progress

  16. Project Timelines November 2011 – October 2012 Workshop

  17. Project Progress Phase One • Review existing CERIF models • JISC-funded • Other relevant projects • Similarities and differences in approach • Issues and how solved • Vocabularies used • Existence or lack of authority data sources

  18. Comparison of Projects Phase One

  19. CERIF Issues Identifiers • Unique person IDs … so many ways • CRISPool: Person-[UKPRN]-[PersonInstId] • IRIOS: Generated UUIDs • CERIFy: Employee ID from Incites

  20. CERIF Issues Data model • Preferred Author Name • Person  Publication Link is made on an identifier • ∴ unable to identify preferred author name for a publication

  21. CERIF Issues Other Identifiers and semantics • Other identifiers • Institutional (e.g. user name) • External (e.g. HESA, Scopus, PubMed, Web of Science IDs) • Personal / Honorific Titles • Organisation Types • Different organisations have different structures (e.g. funders) • Each HEI even has different structures

  22. CERIF-XML Version 1.4 … towards v2 • Fragmentation of V1.3 • Resource intensive (data about an entity was held in up to 10 XML files) • Scalability issues • Structure couldn’t natively represent complexity required.

  23. Project Progress Phase Two 1 • Academic user logs into Symplectic Elements • Chooses export to CERIF-XML • Saves XML file 1 2 2

  24. Project Progress User uploads CERIF-XML file 1 Elements assists user with review of person and publication data found in XML file 2

  25. Project Progress User can optionally review new … 1 … and matched publications found in CERIF-XML 2

  26. Project Progress 1 2

  27. Project Progress 1 2

  28. Project Progress 1 2

  29. Project Progress 1 2

  30. Project Progress 1 2

  31. Project Progress 1 2

  32. Project Progress 1 2

  33. Roadmap Survey to gauge … • Current situation: • Quantifying time/cost to enter data • Uploading information to ROS • Future: • Extending use cases beyond CIA entities

  34. What happens next The Roadmap • ROS Survey - w/c 18th June • CIA Survey – circa 1st July

  35. Surveys Various stakeholders • Research Administrators • Researchers • Investigators (PIs/Co-PIs) • Suppliers • Research Funders • Funding Councils • IT Support staff

  36. Project Blog bit.ly/cerifinaction

  37. Summary of expected benefits • Considerable expansion in use of CERIF-XML • Involvement of software providers and key funder – RCUK • Efficiency improvements across the sector • Considerable improvement in data quality and availability

  38. Conclusions & Summary But need for … • Unambiguous identification of entities • Recognised authority data sources • Agreed standard lists (e.g. research funders) • Improving awareness of CERIF and its multiple benefits • Additional CERIF documentation • Case studies • Evidence of benefits

  39. And almost finally … Iconography R B

  40. … and finally Chaos in Action CERIF in Action

  41. Thank you • Any questions? More information: http://bit.ly/cerifinaction CERIF Workshop, Bristol, 27-28th June 2012

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