CERIF 1.6 Tutorial Jan Dvořák May 11 th, 2015 euroCRIS Strategic Membership Meeting Paris, Paris cfExpertise AndSkills cfEquipment cfFunding cfFacility.

CERIF 1.6 Tutorial

Jan DvořákMay 11th, 2015

euroCRIS Strategic Membership Meeting

Paris, Paris

cfExpertiseAndSkills

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cfEventcfLanguage cfCurrency

cfCountry

cfCurriculumVitae

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cfFederated Identifier

Jan Dvořák jan.dvorak@ff.cuni.cz

euroCRIS• CERIF TG Leader since 2013• CERIF TG Deputy Leader since 2011• CRIS 2012 (Prague, June 2012) Org. Committee Chair

Charles University in Prague, Faculty of Arts, Institute of Information Studies & Librarianship• Researcher & Lecturer

InfoScience Praha• Research, Development & Innovation Information System

(the national CRIS for [CZ] – www.isvav.cz)

___This set of slides is based on the CERIF Tutorial by Brigitte JörgCERIF TG Leader 2004-2012

www.eurocris.orgwww.eurocris.org

What is Research Information?www.eurocris.orgwww.eurocris.org

Information about:• Researchers• Organisations

– Research performing orgs, Funders, Publishers, Facility Operators

• Scientific Disciplines• Funding

– Funding Programmes, Calls

• Projects– Proposed, Ongoing, Completed

• Research infrastructures– Facilities, Equipment, Services

• Outputs– Publications, Patents, Research Data, Research Software, Products

• Outcomes– New product on the market, Improved treatment procedure, Regulation update

• Impacts– Increased market share, Reduced death rate of a disease

• And their Relationships

Who needs Research Information?www.eurocris.orgwww.eurocris.org

Research Informati

Funding Organisations

Researchers

Research Organisations

Decision Makers

Project Managers

Publishers

Enterprises

Intermediaries / Brokers

Educators

General Public

visibility, finding collaborations, competitors, CV generation

performance, strategic

decisions, priorities,

comparisons

integration of relevant findings into lectures

and trainingfinding research results of

potential market or innovative value

distribution andcommunication

information and education,interest

finding reviewers, editors

distribution of programsevaluation of results, finding reviewers

finding information for participation in projects, partnerships, usage of results

integration and interoperabilitystrategic management

overview of ongoing activities

Librariesacquisition, dissemination

Kinds of questions we want to support

• How many articles has author X published in 2013 as a first author?

• How many times have articles by author X been cited by the end of the previous year?

• Did author X publish with institutionally external authors?

• In how many FP7 projects does/did organisation Z participate?

• How many publications have resulted from project Y?

• How many people have been employed in the course of FP7 projects from the 1st call in the New Member States?

• How many PhD students have participated in national research projects in country C? In which countries have they earned their masters degrees?

• How many women have been involved in FP7 projects?

• How often have articles in journal A been requested in 2013?

• How many articles have been published in field B?

The Ultimate Answer:Common European Research Information Format

cfFacility

cfService

cfCitation

cfCountry

cfCurriculum

cfPrize

cfQualification

cfGeographic

BoundingBox

cfPostalAddress

cfElectronicAddress

cfPerson

cfProject

cfOrganisation

cfResultPatent

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Common European Research Information Format

CERIF is an EU Recommendation to Member Stateshttp://cordis.europa.eu/cerif/

The European Commission (EC) has authorised euroCRIS to maintainand develop CERIF and its usage http://www.eurocris.org/Index.php?page=CERIFreleases&t=1

www.eurocris.org

Model Levelswww.eurocris.orgwww.eurocris.org

• Conceptual Level (Specification) Concepts relevant for the research domainand their relationships

• Logical Level (ER Model)Entities and their relationships

• Physical Level (Database Scripts)Data Definition commands for the database

• Semantic Layer (Declared Semantics)A formalized controlled vocabulary describing ageneral contextual semantics of the research domaininline with the conceptual, logical and machine description

Equipment

ProjectProject

OrganisationOrganisation

Service

Funding

Patent

Skills

Product

PersonPerson

Classification

(Semantics )

Classification

(Semantics )

Publication

SQL Script-----------------------------CREATE Table cfPers (...);CREATE Table cfProj (...);CREATE Table cfOrgUnit (...);

CERIF Base Entities

Person OrganisationUnit

Project

PersonPerson OrganisationUnitOrganisationUnit

ProjectProject

CERIF Base Entities

PersonIDURIGenderFirstNamesOtherNamesFamilyNamesNameVariantsResearchInterestKeywords

ProjectIDURIAcronymStartDateEndDateTitleAbstractKeywords

OrganisationUnitIDURIAcronymNameHeadCountCurrencyCodeTurnoverResearchActivityKeywords

Project

ProjectProject

CERIF Base Entities

cfOrganisationUnitcfIDcfURIcfAcronymcfHeadCountcfCurrencyCodecfTurnover

Project

ProjectProject

cfTitle

cfAbstract

cfKeywords

cfName

cfDesc

riptio

cfKeyw

cfDescription

cfKeywords

cfFami

lyName

cfFirs

tNames

cfOthe

rNames

cfPersoncfIDcfURIcfGendercfBirthdate

cfProjectcfIDcfURIcfAcronymcfStartDatecfEndDate

CERIF Result Entities

ResultProduct

ResultPublication

ResultPatent ResultProduct

ResultPublicationResultPublication

ResultPatent

ResultProductIDURI

ResultPublicationIDURITitleSubtitleAbstractBibl. NotePublicationDateTotalPagesStartPageEndPageKeywords

ResultPatentIDURIPatentNumberTitleCountryCodeRegistrationDateApprovalDateDescriptionKeywords

ResultProduct

ResultPublication

ResultPatent

cfResultPublicationcfIDcfURIcfNumbercfPublicationDatecfStartPagecfEndPagecfTotalPagescfEditioncfSeriescfIssuecfVolumecfISBNcfISSN

cfResultPatentcfIDcfURIcfPatentNumbercfCountryCodecfRegistrationDatecfApprovalDate

ResultProduct

ResultPublication

ResultPatent

cfTitle

cfAbstract

cfKeywords

cfSubtitle

cfVersionInfo

cfBibliographic Note

cfAbbreviation

cfDescription

cfKeywords

cfName

cfResultProductcfIDcfURI

cfVersionInfo

cfAbstract

cfKeywords

cfName

CERIF Infrastructure Entities

Equipment

Facility

Service

FacilityIDAcronymURITitleDescriptionKeywords

ServiceIDAcronymURITitleDescriptionKeywords

EquipmentIDAcronymURITitleDescriptionKeywords

Equipment

Facility

Service

cfServicecfIDcfURIcfAcronym

cfEquipmentcfIDcfURIcfAcronym

Equipment

Facility

Service

cfFacilitycfIDcfURIcfAcronym

cfName

cfDescript

cfKeywords

cfName

cfDescription

cfKeywords

cfName

cfDescription

cfKeywords

CERIF 1.6

cfFacility

cfService

cfCitation

cfCountry

cfCurriculum

cfPrize

cfQualification

cfGeographic

BoundingBox

cfPostalAddress

cfElectronicAddress

cfPerson

cfProject

cfOrganisation

cfResultPatent

cfResultPublication

cfResultProduct

www.eurocris.org

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

Citation

Qualification

ExpertiseAndSkills

Equipment

Facility

Funding

Service

ElectronicAddresse

PostalAddress

Country

CurrencyLanguage

Metrics

ResultProduct

ResultPublication

ResultPatent

Project

ProjectProject

Indicator Measurement

Geographic Bounding Box

Person

OrganisationUnit

Project

ResultPublication

Person_Project

Person_OrganisationUnitPersonPerson

OrganisationUnitOrganisationUnit

ProjectProject

Person_Project

Person_OrganisationUnit

role=author

role=principal investigator

role=research assistant

role=deliverable

role=author‘s affiliation

role=coordinator

Citation

Qualification

ExpertiseAndSkills

Equipment

Facility

Funding

Service

ElectronicAddresse

PostalAddress

Country

CurrencyLanguage

Metrics

ResultProduct

ResultPublication

ResultPatent

Project

ProjectProject

Geographic Bounding Box

Result_Publication Instance Diagram(slide by Keith Jeffery)

Person A

Publication X

OrgUnit O

OrgUnit M

OrgUnit N

Project P

member

employee

part of

owns IPRauthor

project leader

deliverable

partner

CERIF General Pattern

A typical CERIF entity:• Identifier

• internal• Attributes

• the basic ones• Multi-lingual attributes• Classifications

• Type• Status• Subject area

• Links• to other entities• recursive

Generic Linking Entity Structure

Base object 1(FK)

Base object 2(FK)

cfStartDate cfEndDate

role : cfClassification(FK)

Time rangeof validity

cfFraction

Fraction(optional)

Recording Change in CERIF

P X-∞ .. +∞ Principal Investigator : cfClassification

Example: The Principal Investigator of project P changes effective date D: X is replaced by Y.

Before:

X-∞ .. D

After:

YD .. +∞

Principal Investigator : cfClassification

Date range Role

Unary classification:• Type• Status• Subject

Binary classifications:• Role

CERIF 1.6

cfFacility

cfService

cfCitation

cfCountry

cfCurriculum

cfPrize

cfQualification

cfGeographic

BoundingBox

cfPostalAddress

cfElectronicAddress

cfPerson

cfProject

cfOrganisation

cfResultPatent

cfResultPublication

cfResultProduct

www.eurocris.org

Measuring Impact in CERIF (MICE)

MICE, a JISC-funded Project coordinated by Richard Gartner, Kings College, London, UK

CERIF Measurement & Indicator

cfMeasureIdentifiercfCountIntegercfCountIntegerChangecfValueFloatingPointcfCountFloatingPointChangecfValueJudgementalNumericcfValueJudgementalNumericChangecfValueJudgementalTextcfValueJudgementalTextChangecfURI

Is an Aggregation Entity

Measurement & Indicator (some examples)

– economic and commercial• economic

– impact on business » improving performance of existing businesses

• increased turnover by 1.2M€ in 2012 • time savings of 14.56%• reduced costs by 42%

» new products/processes• creating numbers of new products/services • commercialising / other success measures

www.eurocris.org

Indicator

Measurement

Extract from the MICE List of Indicators

CERIF 1.6

cfFacility

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cfCitation

cfCountry

cfCurriculum

cfPrize

cfQualification

cfGeographic

BoundingBox

cfPostalAddress

cfElectronicAddress

cfPerson

cfProject

cfOrganisation

cfResultPatent

cfResultPublication

cfResultProduct

www.eurocris.org

CERIF Semantic Layer

Allows to capture any Schema or Structure• Flat Lists• Thesauri• Classification Systems (e.g. SKOS, ...)• 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 Mappings between Schemes

CERIF Semantic Layer (Declared Semantics)

Recursion

is-amaps-to

is-part-ofIs-broader-term

Scheme-Assignment

Time-based

CERIF 1.6

cfFacility

cfService

cfCitation

cfCountry

cfCurriculum

cfPrize

cfQualification

cfGeographic

BoundingBox

cfPostalAddress

cfElectronicAddress

cfPerson

cfProject

cfOrganisation

cfResultPatent

cfResultPublication

cfResultProduct

www.eurocris.org

CERIF Federated Identifiers

• ResultPublication– ISBN– ISSN– DOI– WoS Accession Number– Scopus EID– PubMed Central ID

• Person– Social Security Number– Staff Id in HR system– Author identifier

• ORCID• IdRef

• Project/Grant– Funder’s reference

number– Organisation’s

reference number

• Organisation– VAT Identification

Number– Internal Code– FundId

• Classification– External Code

www.eurocris.org

CERIF Federated Identifiers

• Records the “tag” by which an object is known elsewhere

• For any Base, Result, Infrastructure, or 2nd Level entity

• Federated Identifier Type classification scheme

• (optionally) Connected to a Service representing the issuer of the identifier

• Usually an information system

www.eurocris.org

CERIF XML 1.6 Interchange Format

For point-to-point interchange XML namespace XML Schema

Based on the ER model

cfFacility

cfService

cfCitation

cfCountry

cfCurriculumVitae

cfPrize

cfQualification

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cfPostalAddress

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cfPerson

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cfIndicator cfMeasurement

CERIF 1.6 XML Interchange Formatwww.eurocris.orgwww.eurocris.org

<cfProjId>internal-project-identifier</cfProjId><cfAcro>ACRO</cfAcro><cfURI>http://www.project-url.ac.uk/acro.html</cfURI><cfTitle cfLangCode="en" cfTrans="o">The title of the project</cfTitle><cfAbstr cfLangCode=”en" cfTrans="o">The goals of the project</cfAbstr><cfProj_Class>

<cfClassId>infrastructure-project-uuid</cfClassId><cfClassSchemeId>-project-types-scheme-uuid</cfClassSchemeId>

</cfProj_Class><cfFedId>

<cfFedId>PROJECT NUMBER</cfFedId><cfClassId>project-number-uuid</cfClassId><cfClassSchemeId>-federated-identifier-type-uuid</cfClassSchemeId>

</cfFedId><cfProj_OrgUnit>

<cfOrgUnitId>orgunit-1-identifier</cfOrgUnitId><cfClassId>coordinator-uuid</cfClassId><cfClassSchemeId>orgunit-project-roles-scheme-uuid</cfClassSchemeId><cfStartDate>from-datetime</cfStartDate><cfEndDate>to-datetime</cfEndDate>

</cfProj_OrgUnit></cfProj>

</CERIF>

CERIF 1.6 XML Interchange Formatwww.eurocris.orgwww.eurocris.org

XML Schema-based

Separate namespaceurn:xmlns:org:eurocris:cerif-1.6-2 for CERIF 1.6

Ongoing work:Improved support for construction of subset (a.k.a. profile) XML Schemas

OpenAIRE Guidelines for CRIS managers finalization

CERIF API specification (-> Arch TG)

euroCRIS CERIF CRIS Reference Implementation

CERIF development

By the CERIF Task Group of euroCRIS

Join euroCRISCome to the Task Group

meeting

www.eurocris.org

CERIF highlights

• Right level of abstraction• Normalized model– Record information only once– Reference rather than copy

• Versatile Semantic Layer• Time-based relationships• Clean design, regular structure

www.eurocris.org

Metadata Layers

Discovery metadataDC, MODS, METS, eGMS, DCAT, …

Contextual metadataCERIF

Detailed metadataDomain-specific standards

Reference

Generate

The CERIF Evolutionwww.eurocris.orgwww.eurocris.org

EU Working Group on Research DatabasesWorkshop

1987 1991

CERIF 91

PROJECT

Similar IdeasUN/UNESCOOECDCODATA

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

CLASSIFICATION

RESULTS EQUIPMENT

PROJECT

OrgUnit PERSON

EXPERTISERoles

CERIF 2000 Model

- Networking of DBs- Exchange of Records

- EC Recommendation to Member States

- Data Model - Multilinguality- Controlled Vocabulary- Roles / Types- User-driven

- EC Recommendation to Member States

ProjectProject OrganisationOrganisation

Service

Funding Programme

Patent

Skills

Product

PersonPerson

Classification(Semantics)

PublicationEquipment

2ndLevel

LanguageSemantics

CERIF 2006 / 2008 Model

- Data Model- Model Normalization - Robust/Consistent Structure - Extensible Structure - Semantic Layer - XML Exchange Specification- Elaboration on Publication- CERIF Core Semantics (2008 1.2)

2006 2008 2012

Measurement GEO

Citation

Qualification

ExpertiseAndSkills

Equipment

Facility

Funding

Service

ElectronicAddresse

PostalAddress

Country

CurrencyLanguage

Metrics

ResultProduct

ResultPublication

ResultPatent

Project

ProjectProject

2ndLevel

CERIF 1.3

Semantics Language

LinkInfrastructure

- Data Model- Infrastructure - Facility, Equipment, Service- Measurement & Indicator - Entities and Link Tables- Geographic Bounding Box- CERIF 1.3 Vocabulary - UUIDs - Terms - Schemes- CERIF 1.4 new XML format- CERIF 1.5 Federated Identifiers- CERIF 1.6 Dataset-ready

CERIF 1.6CERIF 1.5

CERIF 1.4 (XML)CERIF 1.3

FOR MA L

SEMANT ICS

+ Linked Data

International Council for Science;Commission on Data Access

European Association of Research Managers and Administrators

All European Academies

www.eurocris.org

CERIF 1.6 Tutorial Jan Dvořák May 11 th, 2015 euroCRIS Strategic Membership Meeting Paris, Paris cfExpertise AndSkills cfEquipment cfFunding cfFacility.

tutorial cerif

research information

dissemination cerif

relationships cerif

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research data

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cerif tg deputy leader

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