An ORCID based synchronization framework for a national CRIS ecosystem
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PTCRIS (Portuguese CRIS) is a program aiming at the creation and sustained development of a national integrated information ecosystem, to support research management according to the best international standards and practices. This paper reports on the experience of designing and prototyping an ORCID based synchronization framework for PTCRIS. This framework embraces the “input once, re-use often” principle, and will enable a substantial reduction of the research output management burden, by allowing automatic information exchange between the various national systems. The design of the framework followed best practices in rigorous software engineering, namely well-established principles in the research field of consistency management, and relied on formal analysis techniques and tools for its validation and verification.
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An ORCID based synchronization framework for a national CRIS ecosystem
- 1. An ORCID based synchronization framework for a national CRIS ecosystem João Mendes Moreira, Alcino Cunha, Nuno Macedo
- 2. Our problem • Research outcomes scattered through various services and data formats • Heavy burden on researchers and managers • Inconsistent information and impact assessment 2
- 3. Our goal • Input once, reuse often! • Automatic synchronization between services 3
- 16. A non solution • Many synchronization procedures per service • Implementation and maintainability nightmare • No clear flow to achieve global consistency 6
- 19. Our solution • One synchronization procedure per service • Easier to implement and maintain • Clear flow to achieve global consistency 8
- 20. Why ORCID? • High coverage of predefined requirements • High interoperability with external sources • High coverage of the national research community • Sustainable and open source 9
- 23. Modular synchronization • IMPORT: harvest research outputs from ORCID • EXPORT: feed research outputs to ORCID ORCID 10
- 24. Main challenges • Mismatch between data models • ORCID may contain several versions of the same output • They are grouped together based on UIDs • (Fast evolving) API still does not reflect this data model • Inconsistent, sometimes incorrect, meta-data • (Still) no clear mechanism to determine the user preferred version 11
- 25. Design methodology • Focus on the what before the how • What is the desired notion of consistency between each service and ORCID? • How can a synchronization procedure be implemented to enforce such consistency? 12
- 26. Design methodology • Use formal analysis methods and tools • To verify desirable properties of all artifacts • To generate scenarios for validation and testing • “The first principle is that you must not fool yourself, and you are the easiest person to fool” Richard Feynman 13
- 27. Scenarios Article1 doi0 handle0 Paper1 doi1 eid1 handle1 Work1 USER doi0 Work2 SCOPUS doi1 eid1 Work3 USER eid1 handle1 14
- 28. Scenarios Article1 doi0 handle0 Work1 USER doi0 Work2 SCOPUS doi1 eid1 Work3 USER eid1 handle1 Paper1 doi1 eid1 handle1 doi0 14
- 29. Scenarios Article1 doi0 handle0 Work1 USER doi0 Work2 SCOPUS doi1 eid1 Work3 USER eid1 handle1 Paper1 doi1 eid1 handle1 doi0 Work4 PTCRIS doi1 eid1 handle1 doi0 14
- 30. Scenarios Work1 USER doi0 Work2 SCOPUS doi1 eid1 Work3 USER eid1 handle1 Paper1 doi1 eid1 handle1 doi0 Work4 PTCRIS doi1 eid1 handle1 doi0 Article1 doi0 handle0 doi1 eid1 handle1 14
- 31. Prototype • Demoed at the FCCN community annual meeting in February 2015 • Show compelling and real use cases • Four PTCRIS services involved: CV, OA aggregator, DSpace, and OJS 15
- 32. Prototype 16
- 33. What’s next? • We expect to have certified implementations of this specification in DeGóis (CV), RCAAP (OA aggregator), SARI (DSpace), and two local CRIS systems by the end of 2015 • Upgrade the specification to ORCID API 2.0 • Provide synchronization as a service? • Automatic (model-based) testing from scenarios? • H2020 proposal around this topic? 17