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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

[email protected]

Scott BranderProject Manager, University of St Andrews

[email protected]

Scott BranderProject Manager, University of St Andrews

[email protected]

mailto:[email protected]



• Aim of the project

• Partners and use cases

• Progress

AgendaAgenda


“ … 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


The National (UK) PerspectiveThe National (UK) PerspectiveNational investment – JISC


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


• 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.)


The European PerspectiveThe European PerspectiveeuroCRIS Membership




• Progress

AgendaAgenda


Project Partners


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


Benefits of CIA approachBenefits of CIA approachStakeholder Perspectives


Scope of CIAScope of CIAMajor Entities


Scope of CIAScope of CIASystems




• Progress

AgendaAgenda


Project TimelinesProject TimelinesNovember 2011 – October 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


Comparison of ProjectsComparison of ProjectsPhase One


CERIF IssuesCERIF Issues

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

Identifiers



• Preferred Author Name– Person Publication Link is made on an identifier– ∴ unable to identify preferred author name for a publication

Data model



• 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-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




2

1

1) Academic user logs into Symplectic Elements

2) Chooses export to CERIF-XML

3) Saves XML file

2

1

Phase Two



2

1

User uploads CERIF-XML file

Elements assists user with review of person and publication data found in XML file



2

1

User can optionally review new …

… and matched publications found in CERIF-XML



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 …


What happens nextWhat happens nextThe Roadmap


• ROS Survey - w/c 18th June

• CIA Survey – circa 1st July

SurveysSurveysVarious stakeholders


• Research Administrators• Researchers• Investigators (PIs/Co-PIs)• Suppliers• Research Funders• Funding Councils• IT Support staff

Project BlogProject Blog

bit.ly/cerifinaction


http://bit.ly/cerifinaction

Summary of expected benefits 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

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


And almost finally …And almost finally …Iconography



… … 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?


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