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Ptcris euro cris-nov-2015v1

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PTCRIS status update November 2016

Publicada em: Governo e ONGs
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Ptcris euro cris-nov-2015v1

  1. 1. PTCRIS status report João Mendes Moreira 20/11/2015 1
  2. 2. Outline • PTCRIS context and status • Next steps • Use case – Delivering a Funder OA Policy 20/11/2015 2
  3. 3. Context Merger FCT- FCCN Diagnosis (processes & IT) Improvment oportunities Recomentations •6 short-medium term •Long term (PT-CRIS) Workshops e Studies PT-CRIS Expert group Technical studies Reference model & Strategic plan Go PTCRIS FCT Board Ministry Mobilization Implementação Stage 0 Seed funding Proposal drafting Studies and strategy Achievements Collaboration science 1S2013 Jul-Dec 2013 May-2014 Dec-2015 Collaboration ES + Science Today Go Stage 1 16-Sep-2015 4 May 2014
  4. 4. Mission Ensure the creation and sustained development of national integrated information ecosystem (PTCRIS) to support research management 20/11/2015 4
  5. 5. Goals 1. Define the regulatory framework to adopt by the various systems 2. Coordinate FCT’s systems integration in accordance with the standards framework 3. Coordinate external systems integration with FCT (National and International) according to the standards framework 4. Support and promote within community the use of the systems of the PT-CRIS. 20/11/2015 5
  6. 6. The ecosystem CRIS – Current Research Information Systems Academic expertise Organizations database Scientific equipment Indicators Funding database Grant management Outcomes / outputs Research news Research ethics Research portal 20/11/2015 6 PTCRIS is ecosystem!
  7. 7. Standards Aligned: • H2020 • Digital ERA fórum • RDA PTCRIS Data model Dictionary / Interop. Ontologies Researcher Id Org Id 20/11/2015 7
  8. 8. Priorities Academic exp. Org. DB Grant Manag. Outcomes / outputs Scientific Infra. Research portal Research news Research ethics BI Evaluation Fed. CRIS Syst. Risk Impact Cost Stage 1 Stage 0.x 16-Sep-2015 10
  9. 9. Roadmap stage 0 • #1 - Data synchronization (input once, reuse multiple principle!) • #2 – Develop a new National CV system (ergonomic, usable, interoperable) • #3 – Identifiers (Researchers/ Contributers and Organizations) • #4 - Create a point of truth database for PTCRIS 20/11/2015 9
  10. 10. General state of the project WP1 - Interoperability WP2 - Academic CV WP3 - Organizations Overview Start Date phase 1: May/14 End date Phase 1 : Dec/15 On time Delayed (recovereable) Delayed (not recovereable) WP4 - BD "single point of true"* * Pilot 16-Sep-2015 17
  11. 11. #1 - PTCRIS in context 11 ORCID CV Researcher ID OA aggregatorDSpace OJS Scopus
  12. 12. #1 - A non solution ORCID CV Researcher ID OA aggregator DSpace OJSScopus 12
  13. 13. #1 - Our solution ORCID CV Researcher ID OA aggregator DSpace OJSScopus 13
  14. 14. #1 Current situation • Certified implementation of the synchronization protocol at the CV management system and OA aggregator expected to go live soon (already demoed in Feb 2015) • Implementations at two local CRIS will follow (pilot) • Working with CINECA on a new version of the protocol to be implemented in DSpaceCRIS 20/11/2015 14
  15. 15. #1 More information • An ORCID based synchronization framework for a national CRIS ecosystem: paper describing the design methodology, presented at the 2015 ORCID CASRAI joint conference http://f1000research.com/articles/4-181/v1 • PTCRISync v0.4: current specification of the synchronization protocol for ORCID API 2.0 http://ptcris.pt/en/hub-ptcris-en/ 20/11/2015 15
  16. 16. #2 CV’s Platform in context • Two national CV’s platforms • Both are difficult to use • Low or inexistent integration with other systems – Research units affiliation – National Professors database – Projects database – National theses and dissertations database – etc. • Not delivering the input once, reuse multiple principle • Not align with international standards 20/11/2015 16
  17. 17. #2 Our solution • Usable and ergonomic • Interoperable with other national systems (for auto population purposes) • PTCRISync compliant • Interoperable with repositories network • CASRAI Compliant • CERIF-XML Compliant (2Q2016) • AAI enabled (Authentication and authorization Infrastructure) 20/11/2015 17
  18. 18. #3 - Identifiers Provide databases authoritative in organizations and Researchers OrganizationsResearchers, teachers, students, staff 16-Sep-2015 13
  19. 19. #3 Identifiers – ORCID • ORCID is mandatory for researchers wanting to apply for FCT funding • Around 22.000 researchers have their ORCID registered at FCT|SIG (+63% since last national REF) • Several other systems can also register the ORCID (for example, around 6000 users have their ORCID registered at the CV management system) 20/11/2015 19
  20. 20. #3 Identifiers – Org Ids - Context • http://repository.jisc.ac. uk/5853/1/Review-of- orgIDs-usecases- clax.pdf 20/11/2015 20
  21. 21. #3 Identifiers – Org Ids - Context 20/11/2015 21
  22. 22. #3 Identifiers – Org Ids – Work Architecture Work plan • State of the art study • Rules, principles and processes for handling registry • Constitution of a BD for Portuguese organizations • Electronic services – Portuguese Registry – Reconciliation – Portuguese registry synced with other providers 20/11/2015 22 National (Portuguese) Organizations database AIMs for local and national CRIS: 1) ISNI and Ringgolds Ids (after retrospective reconciliation) 2) API for Org Ids authority control (replica of Ringgold DB)
  23. 23. #4 - Challenge X Z B T H E Y 16-Sep-2015 103
  24. 24. #4 - truth database PT-CRIS Database "point of truth" BD CERIF Legacy sistems Indicators (KPI) Operational indicadors (excel ODBC) DaaS / APIs CERIF-XML New systems (comerciais) New Systems (homemade) 16-Sep-2015 15
  25. 25. #4 - Pilot project Migration to CERIF Entities People Contracts Program Working contracts Scholarships Data sources BD Fellowships Scientific Employment BD BD Evaluations Application BD Investigator IF 16-Sep-2015 114 EKT CERIF DB & API 0.9
  26. 26. #4 - Work in progress Safety testing Load tests Access control Extension to projects (DPP) Curated data 16-Sep-2015 116
  27. 27. #4 – Pre-production The date the Service (DaaS) People https://api.ptcris.pt:8443/cerifapi/persons/320032 Organizations https://api.ptcris.pt:8443/cerifapi/orgunits/8287 Projects https://api.ptcris.pt:8443/cerifapi/projects/197341 Funding https://api.ptcris.pt:8443/cerifapi/fundings/1574 16-Sep-2015 117
  28. 28. Outline • PTCRIS context and status • Next steps • Use case – Delivering a Funder OA Policy 20/11/2015 29
  29. 29. Work organization • CoordinationWP 1 • Regulator framework (RF)WP 2 • National CRIS (RF compliance)WP 3 • National CRIS(new)WP 4 • Local CRIS (local)WP 5 • Truth database (data warehouse)WP 6 • Business IntelligenceWP 7 • Communication, dissemination and trainingWP 8 1-Sep-15 1616-Sep-15
  30. 30. Work organization 17 WP2 - Regulatory framework Research Indicators HEI Indicators Data interoperability formats Interoperability pub admin Unique identifiers Data synchronization Information security and privacy Conformance and interoperability testing WP3 National CRIS (RF Compliance) IS Funders IS DG HEI SI Accreditation Agency IS Stats Bureau IS DG Plan and control WP4 New national CRIS Research Network System Org Ids registry WP5 Local CRIS Academic System CRIS •DSpaceCRIS •IRIS? WP6 Truth database CERIF BD Aggregation Validation Master Data Management DaaS WP7 BI science HE 16-Sep-15
  31. 31. EuropeanResearchInformationInfrastructure:Architecture. NATIONAL and LOCAL CRIS AND REPOSITORIES Stand ard use case / profil e Stand ard use case / profil e Stand ard use case / profil e Stand ard use case / profil e Stand ard use case / profil e Stand ard use case / profil e 16-Set-2015 32
  32. 32. Cooperation is power! 16-Set-2015 33
  33. 33. EKT (Greece) GIVE CERIF Model | CERIF Services | CERIF XML | CERIF REST API | CERIF OAI | upgrades TAKE Contribution CSUC (Catalonia) GIVE CERIF validator | DSpaceCRIS early adaptor TAKE DSpace-CRIS | CERIF OAI FCT|FCCN (Portugal) GIVE PTCRISync: ORCID Synchronization Framework TAKE CERIF Model | CERIF Services | CERIF REST API | CERIF OAI | DSpaceCRIS South European Link for Research Information Management CINECA (Italy) GIVE DSpace-CRIS | ORCID HUB | upgrades | roadmap TAKE ORCID Synchronization Framework | CERIF REST API | CERIF OAI
  34. 34. Cooperation with Brazil 20/11/2015 35
  35. 35. Outline • PTCRIS context and status • Next steps • Use case – Delivering a Funder OA Policy 20/11/2015 36
  36. 36. NATIONAL OPEN ACCESS INITIATIVE 08.11.2015 RCAAP - Open Access Scientific Repository of Portugal 1
  37. 37. Electronic services Portal RCAAP Institutional Repositories (SARI) Scientific data (SARDC) Scientific Journals (SARC) Shared repository Directory Stats (SCEUR)
  38. 38. Figures ● 47 Institutional Repositories (28 hosted by FCT|FCCN) ● 1 repository shared by 44 institutions ● 44 journals (14 hosted by FCT|FCCN) 16-Sep-2015 5
  39. 39. Recognition / Consolidation RCAAP ● RCAAP is the instrument used to insure compliancy with: ● Legal deposit of doctoral dissertations and master's theses ● Funder FCT’s open access policy. 16-Sep-2015 6
  40. 40. Overview Publish Deposit Report 20/11/2015 41 Grant’s Authority control
  41. 41. CERIF BD for Authority control 20/11/2015 42 http://api.openaire.eu BD CERIF DaaS / CERIF APIs
  42. 42. PTCRIS – Editor - ORCID
  43. 43. PTCRIS - ORCID
  44. 44. PTCRIS - DeGóis
  45. 45. PTCRIS – ORCID - DeGóis
  46. 46. PTCRIS – DeGóis - RCAAP
  47. 47. PTCRIS - RCAAP
  48. 48. PTCRIS - DeGóis
  49. 49. 20/11/2015 50
  50. 50. 20/11/2015 51
  51. 51. Grant Mng system Scientific Reporting Grantees will only be able to report deposit publications. Input once, reuse multiple principle delivered!

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