cerif tutorial: release 2008 – 1.1

© Brigitte Jörg Aalborg, Denmark – June, 2nd, 2010

1

CERIF Tutorial – CERIF 2008 – 1.1

Brigitte Jörg, M.A. (Information Science)Brigitte Jörg, M.A. (Information Science)

Language Technology Lab,Language Technology Lab,

German Research Center for German Research Center for Artificial Intelligence (DFKI)Artificial Intelligence (DFKI)

Berlin, GermanyBerlin, Germany

CERIF Tutorial: Release 2008 – 1.1CERIF Tutorial: Release 2008 – 1.1


2


Introduction of Speaker

Brigitte Jörg M.A. Information Science

Information Systems, Business Administration

Researcher, Project Manager DFKI GmbH, Language Technology Lab,Berlin

CERIF TG Leader, Board Member euriCRIS

Contact: brigitte.joerg @ dfki.de

http://www.dfki.de/~brigitte/


3


Outline

CERIF – Common European Research Information Format

CERIF Entities Types and Features

CORE Entities Result Entities 2nd Level Entities Link Entities Semantic Layer (Multilinguality)

CERIF XML Interchange Format

Formalizing a CERIF Semantics

Towards a CERIF Core

Discussion


4


Equipment

ProjectProject OrganisationOrganisation

Service

FundingProgramme

Patent

Skills

CV

Product

Event

PersonPerson

Classification(Semantics)


Publication

CERIF

Common European Research Information Format


5


What is CERIF ?


– A Concept about Research Entities and their Relationships Specification (Conceptual Level)

– An abstract formal description of the concept about entities and their relationships Model (Logical Level)

– A formal machine readable description of the concept Database Scripts (Physical Level)

SQL Script-----------------------CREATE Table PersonCREATE Table ProjectCREATE Table OrgUnit

Organisation of Data / Information accordingly !!


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What is CERIF ?


– data model (conceptual, logical, physical)

– allows for a (metadata) representation of – research entities – their activities / interconnections (research)– their output (results)

– allows for high flexibility with formal semantic relationships

enables quality maintenance, archiving, access and interchange of research information

supports knowledge transfer to decision makers, for research evaluation, research managers, strategists, researchers, editors, the general public

SQL Script-------------------CREATE Table PersonCREATE Table ProjectCREATE Table OrgUnit

SQL Script-------------------CREATE Table PersonCREATE Table ProjectCREATE Table OrgUnit


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What is CERIF ?


CERIF is an EU Recommendation to Member States

http://cordis.europa.eu/cerif/

The European Commission (EC) has authorised euroCRIS to maintain and develop CERIF and its usage

http://www.eurocris.org/cerif/cerif-releases/


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The CERIF Evolution

EU Working Group

on Research DatabasesWorkshop

1987 1991

CERIF 91CERIF 91

PROJECT

Similar IdeasUN/UNESCOOECDCODATA

Acronym: ERGOParticipant: Keith Jeffery, Anne Asser son, many moreOrganisations: Rutherford Appleton, Uni- versity of Bergen, …

Acronym: ERGOParticipant: Keith Jeffery, Anne Asser son, many moreOrganisations: Rutherford Appleton, Uni- versity of Bergen, …

2000

CLASSIFICATIONCLASSIFICATION

RESULTSRESULTS EQUIPMENTEQUIPMENT

PROJECTPROJECT

OrgUnitOrgUnit PERSONPERSON

EXPERTISERoles Roles

CERIF 2000 CERIF 2000 ModelModel

- Networking of DBs- Exchange of Records

- Recommendation to Member States

- Data Model (RDBMS, OO, IR)- Multilinguality- Controlled Vocabulary- Roles / Types- User-driven

- EC Recommendation to Member States

ProjectProject OrganisationOrganisation

Service

Funding Programme

Patent

Skills

CV

Product

Event

PersonPerson



PublicationEquipment

2ndLevel

CORE

Language

SemanticsLink

CERIF 2006 / CERIF 2006 / 2008 2008 ModelModel

- Data Model (RDBMS, OO, IR)- Model Normalization - Robust Structure - Extensible Structure - Consistent Structure - Semantic Layer - XML Exchange Specification- Elaboration on Publication- (Core) CERIF Semantics

2006 2008


9


Outline



CORE Entities

Result Entities

2nd Level Entities

Link Entities

Semantic Layer

(Multilinguality)



Discussion


10


Concept of the CERIF Model - Structure

CERIF Entity Types

Core Entities Result Entities 2nd Level Entities Link Entities

CERIF Features

Multiple Language Semantics


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Core CERIF Entities

Person OrganisationUnit

Project

PersonPerson OrganisationUnitOrganisationUnit

ProjectProject


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Core CERIF Entities in Detail

PersonIDURISexFirstNamesOtherNamesFamilyNamesNameVariantsResearchInterestKeywords

ProjectIDURIAcronymStartDateEndDateTitleAbstractKeywords

OrganisationUnitIDURIAcronymNameHeadCountCurrencyCodeTurnoverResearchActivityKeywords


Project


ProjectProject


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CERIF Result Entities

ResultProduct

ResultPublication

ResultPatent ResultProduct

ResultPublicationResultPublication

ResultPatent


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CERIF Result Entities in Detail

ResultProductIDURIInternationalID

ResultPublicationIDURITitleSubtitleAbstractBibl. NotePublicationDateTotalPagesStartPageEndPageKeywords

ResultPatentIDURIPatentNumberTitleCountryCodeRegistrationDateApprovalDateDescriptionKeywords

ResultProduct

ResultPublication



ResultPatent


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CERIF Core, Result and 2nd Level Entities

Citation

CV

Prize

Qualification

ExpertiseAndSkills

EquipmentFacility

FundingProgramme

Service

ElectronicAddresse

PostalAddress

Country

Currency

LanguageEventMetrics

ResultProduct

ResultPublication



ResultPatent


Project


ProjectProject

Call

Grant


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Some CERIF 2nd Level Entities in Detail

FacilityIDURINameDescriptionKeywords

FundingProgrammeIDURINameCurrencyCodeBudgetStartDateEndDateDescriptionKeywords

EventIDURINameFeeOrFreeStartDateEndDateCityTownCountryCodeDescriptionKeywords

ResultPatentIDURIPatentNumberTitleCountryCodeRegistrationDateApprovalDateDescriptionKeywords

ServiceIDURINameDescriptionKeywords

Citation

CV

Prize

Qualification

ExpertiseAndSkills

Equipment Facility

FundingProgramme

Service

ElectronicAddresse

PostalAddress

Country

Currency


ResultProduct

ResultPublication



ResultPatent


Project


ProjectProject

CallGrant


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Some CERIF Link Entities

Person

OrganisationUnit

Project

ResultPublication

Person_ResultPublication

Person_Project

OrganisationUnit_ResultPublication

Project_ResultPublication

Project_OrganisationUnit

Person_OrganisationUnitPersonPerson

OrganisationUnitOrganisationUnit

ProjectProject



Person_Project




Person_OrganisationUnit


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Some CERIF Semantic Features

Person

OrganisationUnit

Project

ResultPublication


Person_Project






ProjectProject



Person_Project





role=author

role=coordinator

role=CEO

role=deliverable1.2

role=author1 institute

role=funder

Semantic Features are associated with Link Entities


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More CERIF Semantic Features

Person

OrganisationUnit

Project

ResultPublication


Person_Project






ProjectProject



Person_Project





role=authorrole=author1role=reviewerrole=... ?

role=coordinatorrole=manager

role=CEOrole=researcherrole=project-manager

role=deliverable1.2role=journal articlerole=public report

role=author1-instituterole=editorrole=... ?

role=funderrole=investigatorrole=member

Semantic Features are associated with Link Entities


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Associated Formal Semantic Features in more Detail

Person_ResultPublicationPersIDPublIDClassificationIDClassificationSchemeIDFraction;StartDate;EndDate

Project_PersonProjIDPerslIDClassificationIDClassificationSchemeIDStartDate; EndDate

OrganisationUnit_Result PublicationOrgIDPublIDClassificationIDClassificationSchemeIDStartDate; EndDate

Project_ResultPublicationPersIDPublIDClassificationIDClassificationSchemeIDFraction;StartDate;EndDate

Project_OrganisationProjIDOrgIDClassificationIDClassificationSchemeIDStartDate; EndDate

Person_OrganisationUnitPersIDOrgIDClassificationIDClassificationSchemeIDStartDate; EndDate

Project_FundingProgrammeProjIDFundProgIDClassificationIDClassificationSchemeIDStartDate; EndDate

Person

OrganisationUnit

Project

ResultPublication


Person_Project






ProjectProject



Person_Project





role=author

role=coordinator

role=CEO

role=deliverable1.2


role=funder

Person

OrganisationUnit

Project

ResultPublication


Person_Project






ProjectProject



Person_Project




Person_OrganisationUnitPerson

OrganisationUnit

Project

ResultPublication


Person_Project






ProjectProject



Person_Project





role=author

role=coordinator

role=CEO

role=deliverable1.2


role=funder

role=author

role=originator

role=coordinatorrole=affiliation


role=co-funder

role=investigatedBy

CERIF Model


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CERIF Semantic Layer

ClassificationClassID (isA)ClassSchemeID (Taxonomy)StartDate, EndDateURITerm [language=EN]Description [language=EN]

ClassificationSchemeClassSchemeID (Taxonomy)URI (http://www.taxonomy.org/)Description [language=EN]

Classification_ClassificationClassID1 (Ontology)ClassID2 (SemanticWeb)ClassSchemeID1 (WebTechnologies)ClassSchemeID2 (WebTechnologies)ClassId (isA)ClassSchemeID (Taxonomy)Fraction (0.3)StartDate, EndDate

ClassScheme_ClassSchemeClassSchemeID1 (LT World)ClassSchemeID2 (CLARIN)ClassID (mapsWith)ClassSchemeID (LT-World Mappings)Fraction (0.3)StartDate, EndDate

Person

OrganisationUnit

Project

ResultPublication


Person_Project






ProjectProject



Person_Project





role=author

role=coordinator

role=CEO

role=deliverable1.2


role=funder

Person

OrganisationUnit

Project

ResultPublication


Person_Project






ProjectProject



Person_Project





OrganisationUnit

Project

ResultPublication


Person_Project






ProjectProject



Person_Project





role=author

role=coordinator

role=CEO

role=deliverable1.2


role=funder


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CERIF Semantic Layer

Allows to capture any Schema or Structure• Flat Lists• Taxonomies• Ontologies

Open / Extensible in all directions• New Schemas• New Concepts / Terms• New Relationships

Enables to manage• Roles / Types Semantics• Subject Headings • Archiving (Time component)

Allows for simple Mappings between Schemas (Interchange)

Allows for an efficient (independent) Maintenance


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CERIF Modules

Project Funding Programme

ResultPublication

Time

Role X Role

YRole Z

Citation

CV

Prize

Qualification

ExpertiseAndSkills

Equipment Facility

FundingProgramme

Service

ElectronicAddresse

PostalAddress

Country

Currency


ResultProduct

ResultPublication



ResultPatent


Project


ProjectProject

Call

Grant


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CERIF Modules

Citation

CV

Prize

Qualification

ExpertiseAndSkills

Equipment Facility

FundingProgramme

Service

ElectronicAddresse

PostalAddress

Country

Currency


ResultProduct

ResultPublication



ResultPatent


Project


ProjectProject

CallGrant

OrganisationUnit

Project FundingResultPublication

SCHEMA 1

Role X Role

YRole Z

SCHEMA 3

Role A Role

CRole BSemantic Layer

SCHEMA 2

Role A Role

CRole B


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Core CERIF Entities in Detail (ERM View)Person OrganisationUnit

Project


ProjectProject


26


CERIF Result Entities in Detail (ERM View)ResultProduct

ResultPublication



ResultPatent


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CERIF 2nd Level Entities (ERM View)Citation

CV

Prize

Qualification

ExpertiseAndSkills

EquipmentFacility

Funding

Service

ElectronicAddresse

PostalAddress

Country

Currency

LanguageEvent

Metrics

ResultProduct

ResultPublication



ResultPatent


Project


ProjectProject


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Some CERIF Link Entities (ERM View)Person

OrganisationUnit

Project

ResultPublication


Person_Project






ProjectProject



Person_Project






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CERIF Semantic Layer (ERM View)Person

OrganisationUnit

Project

ResultPublication


Person_Project






ProjectProject



Person_Project





role=author

role=coordinator

role=CEO

role=deliverable1.2


role=funder

Person

OrganisationUnit

Project

ResultPublication


Person_Project






ProjectProject



Person_Project





OrganisationUnit

Project

ResultPublication


Person_Project






ProjectProject



Person_Project





role=author

role=coordinator

role=CEO

role=deliverable1.2


role=funder


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Some CERIF Multiple Language Features (ERM View)Person OrganisationUnit

Project

ResultProduct

ResultPublication

ResultPatent

Title Subtitle Abstract Keywords

Keywords

Keywords

Keywords

KeywordsKeywords

Title

NameResearchActivity

ResearchInterest

Name

Descr

Abstract

TitleAbstract


Project


ProjectProject

ResultProduct

ResultPublication



ResultPatent

Title Subtitle Abstract Keywords

Keywords

Keywords

Keywords

KeywordsKeywords

Title

NameResearchActivity

ResearchInterest

Name

Descr

Abstract

TitleAbstract


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Equipment

ProjectProjectOrganisationOrganisation

Service

FundingProgramme

Patent

Skills

CV

Product

Event

PersonPerson



Publication

CERIF: Common European Research Information Format


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Outline







Discussion


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CERIF Interchange Format

According to the CERIF Model Structure

Core Entities Result Entities 2nd Level Entities Link Entities Multilingual Features Semantic Features

Entity

PersonPersonEntity

Interchange Entity

Interchange Entity1:1

1:1


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<XML><PERSON> <ID>1</ID> <URI>http://www.linkedin.com1</URI> <Sex>female</Sex></PERSON><PERSON> <ID>2</ID> <URI>http://www.linkedin.com2</URI> <Sex>male</Sex></PERSON>---</XML>

Person

PersonIDURISex


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<XML><ResultPublication> <ID>1</ID> <PublicationDate>2006</PublicationDate> <URI>http://www.epubs.org/ID1</URI></ResultPublication><ResultPublication> <ID>2</ID> <PublicationDate>2005</PublicationDate> <URI>http://www.greynet.org/thegrey journal.html?ID2</URI></ResultPublication>---</XML>

ResultPublicationIDURIPublicationDateNumVolEditionSeriesIssueTotalPagesStartPageEndPageISBNISSN

ResultPublication


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<XML><Person_ResultPublication> <personID>1</personID> <publicationID>1</publicationID> <ClassID>1</ClassID> <ClassSchemeID>1</ClassSchemeID> <Fraction>0.3</Fraction> <StartDate>2010-01-01</StartDate> <EndDate>2010-12-31</StartDate></Person_ResultPublication><Person_ResultPublication> <personID>2</personID> <publicationID>1</publicationID> <ClassID>1</ClassID> <ClassSchemeID>1</ClassSchemeID> <Fraction>0.3</Fraction> <StartDate>2010-01-01</StartDate> <EndDate>2010-12-31</StartDate></Person_ResultPublication>---</XML>

Person_PublicationpersonIDpublicationIDClassIDClassSchemeIDFractionStartDateEndDate

Person_Publication


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According to W3C Standards

Refers to XML Schemas for Validation

XML files corresponding to CERIF Structure-> Entities / Separation of Relationships

Available Specification Document as part of the CERIF 2008 Release

http://www.euroCris.org/cerif/cerif-releases/


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Outline







Discussion


39


CERIF Example (Integrated Person)

Citation

CV

Prize

Qualification

ExpertiseAndSkills

Equipment Facility

Service

ElectronicAddresse

PostalAddress

Country

Currency


ResultProduct

ResultPublication



ResultPatent


Project


ProjectProject

Funding


ResultPublication


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CERIF XML Example (Person)<cfPers> <cfPersId>BrigitteJoerg</cfPersId> <cfSex>f</Sex> <cfURI>http://www.dfki.de/~brigitte</URI></cfPers>

<cfPersName> <cfPersId>BrigitteJoerg</cfPersId> <cfFamilyName>Joerg</FamilyName> <cfFirstNames>Brigitte</FirstNames></cfPersName>

<cfPers_ResPubl> <cfPersId>BrigitteJoerg</cfPersId> <cfResPublId>DataScienceJournalArticle</cfResPublId> <cfClassId>Article</cfClassId> <cfClassSchemeId>REF2010-Evaluation</FirstNames> <cfFraction>1.0</cfFraction> <cfStartDate>2010-01-01</cfStartDate> <cfEndDate>2010-12-31</EndDate></cfPers_ResPubl>

<cfPers_OrgUnit> <cfPersId>BrigitteJoerg</cfPersId> <cfOrgUnitId>DFKI</cfOrgUnitId> <cfClassId>Affilation</cfClassId> <cfClassSchemeId>REF2010-Evaluation</cfClassSchemeId> <cfFraction>1.0</cfFraction> <cfStartDate>2010-01-01</cfStartDate> <cfEndDate>2010-12-31</EndDate></cfPers_OrgUnit>


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CERIF Example (Integrated Organisation)

Citation

CV

Prize

Qualification

ExpertiseAndSkills

Equipment Facility

Service

ElectronicAddresse

PostalAddress

Country

Currency


ResultProduct

ResultPublication



ResultPatent


Project


ProjectProject

Funding


ResultPublication


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CERIF XML Example (Organisation)

<cfOrgUnit> <cfOrgUnitId>DFKI</cfOrgUnitId> <cfCurrencyCode>EURO</cfCurrencyCode> <cfURI>http://www.dfki.de</URI></cfOrgUnit>

<cfOrgUnitName> <cfOrgUnitId>DFKI</cfOrgUnitId> <cfName lang=“EN”>German Research Center for Artificial Intelligence</cfName></cfOrgUnitName>

<cfOrgUnit_Class> <cfOrgUnitId>DFKI</cfOrgUnitId> <cfClassId>PrivateNotForProfit</cfClassId> <cfClassSchemeId>OrganisationTypes</cfClassSchemeId> <cfFraction>1.0</cfFraction> <cfStartDate>2007-01-01</cfStartDate> <cfEndDate>2099-12-31</EndDate></cfOrgUnit_Class>

<cfOrgUnit_Class> <cfOrgUnitId>DFKI</cfOrgUnitId> <cfClassId>Artificial-Intelligence</cfClassId> <cfClassSchemeId>Research-Fields</cfClassSchemeId> <cfFraction>0.1</cfFraction> <cfStartDate>2007-01-01</cfStartDate> <cfEndDate>2009-12-31</EndDate></cfOrgUnit_Class>


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CERIF Example (Integrated Project)

Citation

CV

Prize

Qualification

ExpertiseAndSkills

Equipment Facility

Service

ElectronicAddresse

PostalAddress

Country

Currency


ResultProduct

ResultPublication



ResultPatent


Project


ProjectProject

Funding


ResultPublication


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CERIF XML Example (Project)<cfProj> <cfProjId>LT-World</cfProjId> <cfAcro>LT World</Acro> <cfURI>http://www.lt-world.org</URI></cfProj>

<cfProjTitle> <cfProjId>LT-World</cfProjId> <cfTitle lang=“EN”>Language Technology World</Title></cfProjTitle>

<cfProj_OrgUnit> <cfProjId>LT-World</cfProjId> <cfOrgUnitId>DFKI</cfOrgUnitId> <cfClassId>Coordinator</cfClassId> <cfClassSchemeId>Project-OrgUnit-Roles</cfClassSchemeId> <cfFraction>1.0</cfFraction> <cfStartDate>2001-01-01</cfStartDate> <cfEndDate>2099-12-31</EndDate></cfProj_OrgUnit>

<cfProj_Class> <cfProjId>LT-World</cfProjId> <cfClassId>National</cfClassId> <cfClassSchemeId>Project-Types</cfClassSchemeId> <cfFraction>1.0</cfFraction> <cfStartDate>2001-01-01</cfStartDate> <cfEndDate>2009-12-31</EndDate></cfProj_Class>


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CERIF Example (Integrated Publication)

Citation

CV

Prize

Qualification

ExpertiseAndSkills

Equipment Facility

Service

ElectronicAddresse

PostalAddress

Country

Currency


ResultProduct

ResultPublication



ResultPatent


Project


ProjectProject

Funding


ResultPublication


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CERIF XML Example (Publication)

<cfResPubl> <cfResPublId>JoergEtAl2008</cfResPublId> <cfResPublDate>2008-01-01</ResPublDate> <cfStartPage>107</cfStartPage> <cfEndPage>123</cfEndPage> <cfISBN>978-961-6133-38-8</cfISBN> <cfURI>http://www2.dfki.de/lt/publications.php?author=brjo01</URI></cfResPubl>

<cfResPublTitle> <cfResPublId>JoergEtAl2008</cfResPubljId> <cfTitle lang=“EN”>Analyzing European Research Competencies</Title></cfResPublTitle>

<cfResPubl_Class> <cfResPublId>JoergEtAl2008</cfResPublId> <cfClassId>Conference-Article</cfClassId> <cfClassSchemeId>REF-PublicationTypes-2010</cfClassSchemeId> <cfFraction>1.0</cfFraction> <cfStartDate>2010-01-01</cfStartDate> <cfEndDate>2010-12-31</EndDate></cfResPubl_Class>

<cfPers_ResPubl> <cfPersId>Brigitte-Joerg</cfPersId> <cfResPublId>JoergEtAl2008</cfResPublId> <cfClassId>FirstAuthor</cfClassId> <cfClassSchemeId>REF-AuthorScheme-2010</cfClassSchemeId> <cfFraction>0.5</cfFraction> <cfStartDate>2010-01-01</cfStartDate> <cfEndDate>2010-12-31</EndDate></cfPers_ResPubl><cfPers_ResPubl> <cfPersId>Keith-Jeffery</cfPersId> <cfResPublId>JoergEtAl2008</cfResPublId> <cfClassId>2ndAuthor</cfClassId> <cfClassSchemeId>REF-AuthorScheme-2010</cfClassSchemeId> <cfFraction>0.5</cfFraction> <cfStartDate>2010-01-01</cfStartDate> <cfEndDate>2010-12-31</EndDate></cfPers_ResPubl>


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Outline



CORE Entities

Result Entities

2nd Level Entities

Link Entities

Semantic Layer

(Multilinguality)



Discussion


48


Towards a CERIF CORE (Semantics)cfPerson_Person-Roles

- Manager

- Mentor

- Supervisor

cfPerson_OrganisationUnit-Roles

- Affiliation

- Subaffiliation

- Head

- Employee

- Member

- Director

- Deputy Director

- Dean

- Principle

- Head of Department

- Group Leader

- Manager

- Associate

- Fellow

- Reviewer

- Contractor

- Subcontractor

cfPerson_OrganisationUnit-Roles

- Administrator

- Secretary

- Researcher

- Junior Researcher

- Senior Researcher

- Consultant

- Junior Consultant

- Senior Consultant

- Lecturer

- Junior Lecturer

- Senior Lecturer

- Guest Lecturer

- Professor

- Assistant Professor

- Honorary Professor

- Visiting Professor

- Doctor (med)

- Research Fellow

- PostDoc

- …


49


Towards a CERIF Core (Person)


50


CERIF Semantics [Publication Types]

BookReview

BookChapter

BookChapter Abstract

Inbook

BookChapter Review

Anthology Monograph ReferenceBook

Textbook

Encyclopedia

Otherbook

Journal

JournalArticle

JournalArticle Abstract

JournalArticle Review

ConferenceProceedings Article

Letter toEditor

PhD Thesis

Doctoral Thesis

Poster Presentation

BookManual

ConferenceProceedings Letter

Report

ShortCommunication

Commentary

Annotation

NewsClipping

PublicationTypes


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CERIF Semantics [Person-Publication Roles]

is author (numbered)

of

is author

of

isreviewer

of

is author (percentage)

of

is editor (numbered)

of

is editor

of

is subject

of

is translator

of

is publisher

of

Person_PublicationScheme


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CERIF Semantics [Some more examples]

number ofauthors

number ofincomingcitations

number of requests

number ofexternal institutes

number ofdownloads

number ofaccess

is ofpublication type

ISIImpact Factor

claimsIPRof

Publication_MetricsRoles

receivedBest Paper

Award

number ofself

citations

area/typeof research

number ofcitations


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THANK YOU

for your attention !!!

cerif tutorial: release 2008 – 1.1

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