Synthesise, standardise and productionise CERIF for Higher Education Institutions CERIF in Action...
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Transcript of Synthesise, standardise and productionise CERIF for Higher Education Institutions CERIF in Action...
Synthesise, standardise and productionise CERIF for Higher Education Institutions
CERIF in Action (CIA)
CERIF Workshop, Bristol, 27-28 June 2012
CERIF Workshop, Bristol, 27-28th June 2012
Anna ClementsEnterprise Architect, University of St Andrews
Scott BranderProject Manager, University of St Andrews
Scott BranderProject Manager, University of St Andrews
• Aim of the project
• Partners and use cases
• Progress
AgendaAgenda
CERIF Workshop, Bristol, 27-28th June 2012
“ … 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.”
Aim of the ProjectAim of the Project
CERIF Workshop, Bristol, 27-28th June 2012
The National (UK) PerspectiveThe National (UK) PerspectiveNational investment – JISC
CERIF Workshop, Bristol, 27-28th June 2012
Jan 10
Jul Jan11
Jul Jan12
Jul Jan13
Jul
EXRI Report
RMAS
RIM1
RIM2
RIM3
MRD – research data
UKRISS
• 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
The National (UK) PerspectiveThe National (UK) Perspective
CERIF Workshop, Bristol, 27-28th June 2012
• 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
The National (UK) Perspective (cont.)The National (UK) Perspective (cont.)
CERIF Workshop, Bristol, 27-28th June 2012
The European PerspectiveThe European PerspectiveeuroCRIS Membership
CERIF Workshop, Bristol, 27-28th June 2012
• Aim of the project
• Partners and use cases
• Progress
AgendaAgenda
CERIF Workshop, Bristol, 27-28th June 2012
Project Partners
CERIF Workshop, Bristol, 27-28th June 2012
Use Cases
Uploading grant-level information to RCUK
Uploading to Research Outcomes System
2
Between institutions
Exchanging data between partner institutions e.g. when an researcher moves to a new Institution.
1
CERIF Workshop, Bristol, 27-28th June 2012
Benefits of CIA approachBenefits of CIA approachStakeholder Perspectives
CERIF Workshop, Bristol, 27-28th June 2012
Scope of CIAScope of CIAMajor Entities
CERIF Workshop, Bristol, 27-28th June 2012
Scope of CIAScope of CIASystems
CERIF Workshop, Bristol, 27-28th June 2012
• Aim of the project
• Partners and use cases
• Progress
AgendaAgenda
CERIF Workshop, Bristol, 27-28th June 2012
Project TimelinesProject TimelinesNovember 2011 – October 2012
CERIF Workshop, Bristol, 27-28th June 2012
Nov 11
Dec 11
Jan 12
Feb 12
Mar 12
Apr 12
May 12
Jun 12
Jul 12
Aug 12
Sep 12
Oct 12
• Review CERIF models• Define CERIF-XML
standard
Development of Plugins
Testing
Roadmap for Adoption
Work
shop
Project ProgressProject Progress
• 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
Phase One
CERIF Workshop, Bristol, 27-28th June 2012
Comparison of ProjectsComparison of ProjectsPhase One
CERIF Workshop, Bristol, 27-28th June 2012
CERIF IssuesCERIF Issues
• Unique person IDs … so many ways– CRISPool: Person-[UKPRN]-[PersonInstId]– IRIOS: Generated UUIDs– CERIFy: Employee ID from Incites
Identifiers
CERIF Workshop, Bristol, 27-28th June 2012
CERIF IssuesCERIF Issues
• Preferred Author Name– Person Publication Link is made on an identifier– ∴ unable to identify preferred author name for a publication
Data model
CERIF Workshop, Bristol, 27-28th June 2012
CERIF IssuesCERIF Issues
• 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
Other Identifiers and semantics
CERIF Workshop, Bristol, 27-28th June 2012
CERIF-XMLCERIF-XML
• 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.
Version 1.4 … towards v2
CERIF Workshop, Bristol, 27-28th June 2012
Project ProgressProject Progress
CERIF Workshop, Bristol, 27-28th June 2012
2
1
1) Academic user logs into Symplectic Elements
2) Chooses export to CERIF-XML
3) Saves XML file
2
1
Phase Two
Project ProgressProject Progress
CERIF Workshop, Bristol, 27-28th June 2012
2
1
User uploads CERIF-XML file
Elements assists user with review of person and publication data found in XML file
Project ProgressProject Progress
CERIF Workshop, Bristol, 27-28th June 2012
2
1
User can optionally review new …
… and matched publications found in CERIF-XML
Project ProgressProject Progress
CERIF Workshop, Bristol, 27-28th June 2012
2
1
Project ProgressProject Progress
CERIF Workshop, Bristol, 27-28th June 2012
2
1
Project ProgressProject Progress
CERIF Workshop, Bristol, 27-28th June 2012
2
1
Project ProgressProject Progress
CERIF Workshop, Bristol, 27-28th June 2012
2
1
Project ProgressProject Progress
CERIF Workshop, Bristol, 27-28th June 2012
2
1
Project ProgressProject Progress
CERIF Workshop, Bristol, 27-28th June 2012
2
1
Project ProgressProject Progress
CERIF Workshop, Bristol, 27-28th June 2012
2
1
RoadmapRoadmap
• Current situation:– Quantifying time/cost to enter data– Uploading information to ROS
• Future:– Extending use cases beyond CIA entities
Survey to gauge …
CERIF Workshop, Bristol, 27-28th June 2012
What happens nextWhat happens nextThe Roadmap
CERIF Workshop, Bristol, 27-28th June 2012
• ROS Survey - w/c 18th June
• CIA Survey – circa 1st July
SurveysSurveysVarious stakeholders
CERIF Workshop, Bristol, 27-28th June 2012
• Research Administrators• Researchers• Investigators (PIs/Co-PIs)• Suppliers• Research Funders• Funding Councils• IT Support staff
Project BlogProject Blog
bit.ly/cerifinaction
CERIF Workshop, Bristol, 27-28th June 2012
Summary of expected benefits Summary of expected benefits
CERIF Workshop, Bristol, 27-28th June 2012
• 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
Conclusions & SummaryConclusions & SummaryBut 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
CERIF Workshop, Bristol, 27-28th June 2012
And almost finally …And almost finally …Iconography
CERIF Workshop, Bristol, 27-28th June 2012
CERIF Workshop, Bristol, 27-28th June 2012
… … and finallyand finally
CERIF in ActionCERIF in ActionChaos in ActionChaos in Action
More information: http://bit.ly/cerifinactionhttp://bit.ly/cerifinactionMore information: http://bit.ly/cerifinactionhttp://bit.ly/cerifinaction
Thank you
Any questions?
CERIF Workshop, Bristol, 27-28th June 2012