©euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 1 A Brief History of CRISs Keith G Jeffery President, euroCRIS [email protected]

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euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 1 A Brief History of CRISs Keith G Jeffery President, euroCRIS [email protected] www.eurocris.org Slide 2 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 2 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)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 Slide 3 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 3 Purpose CRIS To assist users in their recording, reporting and decision-making concerning the research process whether developing programmes, allocating funding, assessing projects, executing projects, generating results, assessing results or transferring technology Slide 4 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 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 Slide 5 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 5 Early CRIS pre-1985 Usually text only Described projects Usually an ordered set of (repeatable) fields, often in punched card format Some had [ ] format Usually monolingual Based on library catalogue card idea (i.e.metadata) Slide 6 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 6 Exceptions 1980s BEST (UK) British Expertise in Science and Technology Each record essentially the CV of a person Semi-structured with structure Had institution and projects as fields COS (USA) Community of Science Developed at John Hopkins University, Baltimore Similar to BEST (and since took it over) LABO (FR) CNRS Laboratories Database Each record concerned the organisational unit Had as fields people and projects Slide 7 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 7 CRIS Interoperation The Need In Europe recognised need for standard format for interchange of R&D information Two reports Conference of European Rectors Conferences Committee of Heads of Research Funding Agencies One initiative (1984-1987) IDEAS Project FR-IT-UK Demonstrated homogeneous query access to heterogeneous CRISs from all 3 countries (character set, language, syntax, semantics) Used the catalog technique and structured exchange data schema Slide 8 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 8 CRIS Interoperation The Need (Wider) European Commission picked up the idea 1987-1990 Put together a group of experts nominated by national governments Included two of the IDEAS project architects Purpose to define a Common European Research Information Format (CERIF) Slide 9 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 9 CERIF 1991 experience & problems Single-entry focus Simple Record Format Project was an Entity with Persons, Organisations and other infomation represented as attributes Problems with repeating groups and relationships Research Classification Scheme recommended 1991 not updated since 1988 Slide 10 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 10 CRISs and CERIF91 in the 1990s CERIF91 needed updating to handle problems from experience of use CRIS becoming more important noticeable both in EC and national governments Also standard needed for ERGO (European Research Gateways Online) pilot initiative A single central catalog of research projects from national databases launched 1999 > 20 countries submitted data, > 90,000 records Based on IDEAS project Slide 11 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 11 CRIS Conference The first conference on CRISs 1991 Bergen, Norway Organised by Jostein Helland Hauge Invited national experts as speakers Subsequent conferences until 2000 organised with the EC Conferences 2002 onwards Organised by euroCRIS Slide 12 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 12 CRIS Requirements 1990s entities, not more attributes cover projects, persons, organisations and results: products, patents, publications and facilities, equipment, events, services lengths & types & language, character set repeating groups (logical) flexibility - relationships (conceptual) better data quality consistent coding (semantic) record history (date/time) Slide 13 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 13 CERIF 2000 Working Group of national representative experts set up 1997 and coordinated by DGXIII-D4, EC Included two of the IDEAS project architects CERIF2000 Guidelines, Final Report of the CERIF Revision Working Group, 1999 Common format for development of new CRISs Common format for exchange of data from records in existing and future multiple different CRISs implies the need for common format for metadata describing records in existing and future multiple different CRISs Slide 14 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 14 Three Data Models The key to the CERIF datamodel is Structured (syntax) First order logic (semantics) This allows not only construction of a new interoperation-ready CRIS but also wrapper-interoperation by generating CERIF from a legacy CRIS Slide 15 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 15 Three Data Models Slide 16 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 16 PROJECTORGUNIT SkillsCV General Facility Particular Equipment Contact Results Publication Results Patent Results Product Service Funding Programme Event Classification Prize/Award PERSON Slide 17 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 17 PROJECTORGUNITPERSON Result_Publication 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 Slide 18 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 18 RESULT_PUBLICATION PROJECT ORGUNIT PERSON Result_Publication Can Express: Person A (DT1 - DT2) (is author of) Publication X Orgunit O (DT1 - DT2) (is owner of IPR in) Publication X Person A (DT1 - DT2) (is employee of ) Orgunit O Person A (DT1 - DT2) (is project leader of) Project P Person A (DT1-DT2) (is member of) Orgunit M Person A (DT1-DT2) (is member of) Orgunit N Orgunit M (DT1-DT2) (is part of) Orgunit O Orgunit N (DT1-DT2) (is part of) Orgunit O Slide 19 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 19 CERIF A Template CRIS can be implemented using subset or superset of full CERIF model: for projects for people for organisations for publications, patents, products for services for facilities, particular equipment with role-based, temporally-bound relationships Slide 20 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 20 CERIF The Advantages Neutral Architecture Data Model can be implemented: relational object-oriented information retrieval (including WWW) Process model can be implemented DBMS and query; centralised or distributed; html web / harvesting / IR-query; advanced knowledge-based technology But interoperation requires structured schema Slide 21 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 21 CERIF The use today ICERIS (IS) Access to Information on Icelandic Research Projects & R&D Results AURIS-MM (AT) Provides access to Austrian University Research extended with multimedia SICRIS (SL) Access to University Research in Slovenia HUNCRIS Access to R&D in Hungary SRIS (UK) Scottish Research Information Systems, public research in Scotland CRIS-MER (EC) Research information on Migration and ethnic Relations (planned) CCLRC (UK) Corporate Data Model METIS (NL) currently used by Dutch Universities Fdok (NO) University of Bergen, results FRIDA (NO) Joint university CRIS IWETO (BE) Slide 22 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 22 Revisions to CERIF2000 standard CERIF2002, CERIF2004 Issues Publications Classification Custodians of the model Required some organisation EC handed responsibility to euroCRIS euroCRIS set up CERIF Task Group CERIF Developed beyond 2000 Slide 23 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 23 euroCRIS Seminars As well as Custodianship of CERIF Best practice The CRIS conferences Community-building euroCRIS founded formally in 2001 (informally since 1991) Decided also to run strategic seminars 2003 onwards Slide 24 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 24 Meanwhile: Catalogue CRISs Some CRISs cataloguing other CRISs grew up e.g. DRIS Use HTML Web pages with URLs to link to other CRISs Slide 25 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 25 Meanwhile: CRIS by Harvesting With the advent of WWW in the 1990s many universities and other organisations produced websites describing their projects, people, publications etc It was suggested that harvesting these websites could generate a CRIS No known examples One attempt failed Google Scholar a CRIS? publication-based but requires massive resources Slide 26 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 26 Meanwhile: Funding Organisations Had CRISs since 1970s Updated to relational technology in 1980s Used to manage the application, awarding and monitoring of R&D grants: Project and finance-based Realised the need to make some of the information available widely; generated websites from the databases in 1990s Some provided web-based update late 1990s Huge problem with update once grant awarded Huge problem of synchronisation with equivalent record(s) in university or research institute or cooperating industry databases Slide 27 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 27 Meanwhile Publishers The commercial publishers databases could be regarded as CRISs They hold data on persons in role author They hold data on institutions as addresses They hold data on publications as metadata full article references / citations Within the article there may (or may not) be information on projects, facilities, equipment, services, products, events But it is hard to extract The same is true of open access repositories Slide 28 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 28 Where are we now? CRISs Standalone CRISs Variety of kinds Structured relational system Semi-structured / IR system Html pages / WWW system Some based on or using CERIF Interoperating CRISs Homogeneous (all using same schema) simple technology e.g. METIS Heterogeneous (different schemas) Need data access and exchange schema standard Only working examples to date IDEAS and ERGO (CERIF) Slide 29 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 29 Where are we now? Commercial CRISs Two commercial offerings emerged recently uniCRIS (uniCRIS AG, CH) PURE (Atira, DK) Both offerings One commercial offering since late 1980s COS (COS, USA) Based on person as entity Semistructured CV-style data and IR system Are based on structured database with web user interfaces appear to be significantly less expensive than developing a stand- alone CRIS in-house uniCRIS offers CERIF interoperation Slide 30 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 30 Where are we now? And Where Next? The need: The EC has declared the ERA (European Research Area) The Lisbon Targets The Opportunity CRISs to record IP of an organisation to encourage innovation, wealth creation, improved quality of life Interoperating CRISs to support the ERA and Lisbon targets especially to encourage cross-Europe innovation Note projects CISTRANA and IST-World Slide 31 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 31 euroCRIS The Role It is the role of euroCRIS to: Promote and improve communication and interaction between global CRIS; Maintain and publish the CERIF (Common European Research Information Format) recommendation and any standards endorsed by euroCRIS; Organize and run the CRIS series of conferences with associated workshops and other events; Slide 32 euroCRIS/Keith G JefferyA Brief History of CRISs 20050519 32 euroCRIS The Role Provide a source of expertise in CRIS to members and to others under business arrangements made at the time; Develop euroCRIS guidelines; Nurture the CRIS community by events, a newsletter, an online discussion forum and other appropriate mechanisms; Provide a forum for exploring and exploiting new and emerging concepts and technologies (including data quality, standards, etc.); Establish a one-stop portal / gateway to international CRIS resources. (eurocris charter)