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Harmonising and Formalising Research
Administration Profiles – CASRAI / CERIF
CRIS 2014, May 13, 2014
Brigitte Jörg – Director, Jei Bee Ltd., Board Member, euroCRIS
Thorsten Höllrigl – Head of Product Development, CRIS, Thomson Reuters
David Baker – Founder & Executive Director, CASRAI
Outline
• CASRAI Mission & Approach
• euroCRIS & CERIF XML
• What do we want to do?
– Example Use Case: Abridged CV
– Why do we need a mapping or crosswalk?
• CASRAI / CERIF XML Crosswalk
• Example Use Case Implementation
• Lessons Learned
• Conclusion
• Q&A
Outline
• CASRAI Mission & Approach
• euroCRIS & CERIF XML
• What do we want to do?
– Example Use Case: Abridged CV
– Why do we need a mapping or crosswalk?
• CASRAI / CERIF XML Crosswalk
• Example Use Case Implementation
• Lessons Learned
• Conclusion
• Q&A
CASRAI Mission & Approach
• Non-profit consortia of funders, institutions,
libraries, vendors and other stakeholders
• Mission: improve the flow & management of admin
data within and between stakeholders
• Approach: common dictionary of terminology &
catalogue of exchangeable business objects
• Partners: euroCRIS, VIVO, ORCID, RDA, others
CASRAI Status
• Networks:
– Existing: Canada & UK
– Pilot: Sweden & Portugal
– Exploration: Netherlands & US
• Projects
– CA: Classification Taxonomy, Impacts; Funding Results;
Admin KPI
– UK: Data Management Planning; Org IDs
– International: Peer Review Services; Contributor Roles
• European Presence
– Annual ReConnect Eu events (new)
CASRAI Profile Building Blocks
Outline
• CASRAI Mission & Approach
• euroCRIS & CERIF XML
• What do we want to do?
– Example Use Case: Abridged CV
– Why do we need a mapping?
• CASRAI / CERIF XML Crosswalk
• Example Use Case Implementation
• Q&A
euroCRIS & CERIF XML
• non-profit, entrusted by EC to develop and maintain the
CERIF model towards interoperability of CRISs
• supported by large international membership of funders,
research-involved organisations including global
solution providers
• Partner in multiple EC and nationally funded projects
• Strategic Partnerships with Jisc, CASRAI, VIVO,
ORCID, COAR, CODATA, ESF, ALLEA, APA,
EUNIS + EARMA (in preparation)
• Events: Bi-annual Membership Meetings; Annual
Strategic Seminar; every 2-years CRIS Conferences
CERIF XML
• Formal, scalable domain ontology (relational)
• CERIF XML for data exchange
• Generic
– usable for heterogeneous environments
– extensible without prejudicing the core data model
• Guaranteed interoperability at least at core level
• Open towards ingestion of any vocabulary
• Able to represent Data Profiles
• Needs building blocks for boundary definitions
CERIF XML Building Blocks
Outline
• CASRAI Mission & Approach
• euroCRIS & CERIF XML
• What do we want to do?
– Example Use Case: Abridged CV
– Why do we need a mapping or crosswalk?
• CASRAI / CERIF XML Crosswalk
• Example Use Case Implementation
• Lessons Learned
• Conclusion
• Q&A
What do we want to do (requirements)?
Example Use Case: Abridged CV
„During the business process of applying for funding
to multiple sources the Principal Investigator (PI) will
need to include a full CV as part of the information
submitted. But in the case where multiple
collaborators are also a part of the application they
may only be required to submit a smaller subset of
data about themselves - hence the Abridged CV.“
Outline
• CASRAI Mission & Approach
• euroCRIS & CERIF XML
• What do we want to do?
– Example Use Case: Abridged CV
– Why do we need a mapping or crosswalk?
• CASRAI / CERIF XML Mapping
• Example Use Case Implementation
• Lessons Learned
• Conclusion
• Q&A
Why do we need a mapping or crosswalk?
• General goal:
– Better understanding of the areas where the two
approaches can complement each other
– Combining the strong points of each approach
• Exemplary results:
– Widely adopted CERIF XML can be used to exchange
information
– CASRAI when it comes to the vocabulary/dictionary; i.e.
understanding
– Benefit of concepts from CASRAI in CERIF, for example,
when it comes to definition of compliance
Concept of profiles allows a very clear definition of
compliance
Why do we need a mapping?
Supplier perspective
• Current research management solutions need to
implement those standards in a complementary
way
• Challenges
– Semantics
• What is a research project?
• What is a review activity?
– Syntax
• Different date formats
• Naming
• Avoid inconsistencies
Outline
• CASRAI Mission & Approach
• euroCRIS & CERIF XML
• What do we want to do?
– Example Use Case: Abridged CV
– Why do we need a mapping or crosswalk?
• CASRAI / CERIF Crosswalk
• Example Use Case Implementation
• Lessons Learned
• Conclusion
• Q&A
CASRAI – CERIF Crosswalk
Outline
• CASRAI Mission & Approach
• euroCRIS & CERIF XML
• What do we want to do?
– Example Use Case: Abridged CV
– Why do we need a mapping or crosswalk?
• CASRAI / CERIF XML Crosswalk
• Example Use Case Implementation
• Lessons Learned
• Conclusion
• Q&A
Example Use Case Implementation
cfExpertise
AndSkills
cfEquipment
cfFunding
cfFacility
cfCitation
cfEvent
cfLanguage cfCurrency
cfCountry
cfCurriculum
Vitae
cfQualificatio
n
cfGeographic
BoundingBox
cfPostalAddres
s
cfElectronicAddres
s
cfPerson
cfProject
cfOrganisation
Unit
cfResult
Publication
cfResultProduct
cfFederated
Identifier
cfIndicator cfMeasurement
cfService
cfResultPatentcfPrize
Selection of CERIF Entities
cfExpertise
AndSkills
cfFunding
cfLanguagecfCurrency
cfCountry
cfCurriculum
Vitae
cfQualificatio
n
cfGeographic
BoundingBox
cfPostalAddres
s
cfElectronicAddress
cfPerson
cfProject
cfOrganisation
Unit
cfFederated
Identifier
cfClassificatio
n
Scheme
CASRAI
Abridged CV
cfClassificatio
n
Term
Correspondan
ce Language
Degree
Institution
cfMeasurement
Degree
Major
Degree
Type
Education
Degree
Status
supervises Supervisor
Employment
Educational Institution
Department
Institution
Type
ContactGrant
Partici
-pant
Programme
Employed CERIF Building Blocks for CASRAI
Abridged CV
Employed CERIF Entities without Vocabularies
(simple view)
Outline
• CASRAI Mission & Approach
• euroCRIS & CERIF XML
• What do we want to do?
– Example Use Case: Abridged CV
– Why do we need a mapping or crosswalk?
• CASRAI / CERIF XML Crosswalk
• Example Use Case Implementation
• Lessons Learned
• Conclusion
• Q&A
Lessons Learned
• Formal crosswalk between CASRAI concepts and
CERIF constructs is straightforward within the Abridged
CV profile starting from the requirements description.
• Needs further investigation of other requirements or
profiles.
• Cardinality, field lengths, time-stamps, other integrity
constraints have so far not been investigated and need
further thought.
• A formal implementation of business rules for
aggregation and for specification of profile boundaries
is currently missing in CERIF.
Outline
• CASRAI Mission & Approach
• euroCRIS & CERIF XML
• What do we want to do?
– Example Use Case: Abridged CV
– Why do we need a mapping or crosswalk?
• CASRAI / CERIF XML Crosswalk
• Example Use Case Implementation
• Lessons Learned
• Conclusion
• Q&A
Conclusion
• Lessons learned will be forwarded to the CERIF TG
encouraging further developments into this direction.
• Crosswalk from other CASRAI profiles into CERIF is on
the agenda.
• Authors see a strong benefit from combining the
complementary elements of the two approaches in the
future.
Outline
• CASRAI Mission & Approach
• euroCRIS & CERIF XML
• What do we want to do?
– Example Use Case: Abridged CV
– Why do we need a mapping or crosswalk?
• CASRAI / CERIF XML Crosswalk
• Example Use Case Implementation
• Lessons Learned
• Conclusion
• Q&A
Questions?
Contact
David Baker Dr. Brigitte Joerg
Executive Director Director, Jei Bee Ltd.
Mobile: 613-291-7635 Board Member, euroCRIS
Phone: 613-832-0304 Mail: contact@jeibee.com
Mail: dbaker@casrai.org Skype: brigitte.joerg
Skype: dbakerskype
Dr. Thorsten Hoellrigl
Phone: +49 (0)721 354 90 24
Mobile: +49 (0)152 5310 47 01
Mail: thorsten.hoellrigl@thomsonreuters.com
Skype: t.hoellrigl

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Harmonising and Formalising Research Administration Profiles - CASRAI/CERIF

  • 1. Harmonising and Formalising Research Administration Profiles – CASRAI / CERIF CRIS 2014, May 13, 2014 Brigitte Jörg – Director, Jei Bee Ltd., Board Member, euroCRIS Thorsten Höllrigl – Head of Product Development, CRIS, Thomson Reuters David Baker – Founder & Executive Director, CASRAI
  • 2. Outline • CASRAI Mission & Approach • euroCRIS & CERIF XML • What do we want to do? – Example Use Case: Abridged CV – Why do we need a mapping or crosswalk? • CASRAI / CERIF XML Crosswalk • Example Use Case Implementation • Lessons Learned • Conclusion • Q&A
  • 3. Outline • CASRAI Mission & Approach • euroCRIS & CERIF XML • What do we want to do? – Example Use Case: Abridged CV – Why do we need a mapping or crosswalk? • CASRAI / CERIF XML Crosswalk • Example Use Case Implementation • Lessons Learned • Conclusion • Q&A
  • 4. CASRAI Mission & Approach • Non-profit consortia of funders, institutions, libraries, vendors and other stakeholders • Mission: improve the flow & management of admin data within and between stakeholders • Approach: common dictionary of terminology & catalogue of exchangeable business objects • Partners: euroCRIS, VIVO, ORCID, RDA, others
  • 5. CASRAI Status • Networks: – Existing: Canada & UK – Pilot: Sweden & Portugal – Exploration: Netherlands & US • Projects – CA: Classification Taxonomy, Impacts; Funding Results; Admin KPI – UK: Data Management Planning; Org IDs – International: Peer Review Services; Contributor Roles • European Presence – Annual ReConnect Eu events (new)
  • 7. Outline • CASRAI Mission & Approach • euroCRIS & CERIF XML • What do we want to do? – Example Use Case: Abridged CV – Why do we need a mapping? • CASRAI / CERIF XML Crosswalk • Example Use Case Implementation • Q&A
  • 8. euroCRIS & CERIF XML • non-profit, entrusted by EC to develop and maintain the CERIF model towards interoperability of CRISs • supported by large international membership of funders, research-involved organisations including global solution providers • Partner in multiple EC and nationally funded projects • Strategic Partnerships with Jisc, CASRAI, VIVO, ORCID, COAR, CODATA, ESF, ALLEA, APA, EUNIS + EARMA (in preparation) • Events: Bi-annual Membership Meetings; Annual Strategic Seminar; every 2-years CRIS Conferences
  • 9. CERIF XML • Formal, scalable domain ontology (relational) • CERIF XML for data exchange • Generic – usable for heterogeneous environments – extensible without prejudicing the core data model • Guaranteed interoperability at least at core level • Open towards ingestion of any vocabulary • Able to represent Data Profiles • Needs building blocks for boundary definitions
  • 11. Outline • CASRAI Mission & Approach • euroCRIS & CERIF XML • What do we want to do? – Example Use Case: Abridged CV – Why do we need a mapping or crosswalk? • CASRAI / CERIF XML Crosswalk • Example Use Case Implementation • Lessons Learned • Conclusion • Q&A
  • 12. What do we want to do (requirements)? Example Use Case: Abridged CV „During the business process of applying for funding to multiple sources the Principal Investigator (PI) will need to include a full CV as part of the information submitted. But in the case where multiple collaborators are also a part of the application they may only be required to submit a smaller subset of data about themselves - hence the Abridged CV.“
  • 13. Outline • CASRAI Mission & Approach • euroCRIS & CERIF XML • What do we want to do? – Example Use Case: Abridged CV – Why do we need a mapping or crosswalk? • CASRAI / CERIF XML Mapping • Example Use Case Implementation • Lessons Learned • Conclusion • Q&A
  • 14. Why do we need a mapping or crosswalk? • General goal: – Better understanding of the areas where the two approaches can complement each other – Combining the strong points of each approach • Exemplary results: – Widely adopted CERIF XML can be used to exchange information – CASRAI when it comes to the vocabulary/dictionary; i.e. understanding – Benefit of concepts from CASRAI in CERIF, for example, when it comes to definition of compliance Concept of profiles allows a very clear definition of compliance
  • 15. Why do we need a mapping? Supplier perspective • Current research management solutions need to implement those standards in a complementary way • Challenges – Semantics • What is a research project? • What is a review activity? – Syntax • Different date formats • Naming • Avoid inconsistencies
  • 16. Outline • CASRAI Mission & Approach • euroCRIS & CERIF XML • What do we want to do? – Example Use Case: Abridged CV – Why do we need a mapping or crosswalk? • CASRAI / CERIF Crosswalk • Example Use Case Implementation • Lessons Learned • Conclusion • Q&A
  • 17. CASRAI – CERIF Crosswalk
  • 18. Outline • CASRAI Mission & Approach • euroCRIS & CERIF XML • What do we want to do? – Example Use Case: Abridged CV – Why do we need a mapping or crosswalk? • CASRAI / CERIF XML Crosswalk • Example Use Case Implementation • Lessons Learned • Conclusion • Q&A
  • 19. Example Use Case Implementation
  • 22. Employed CERIF Entities without Vocabularies (simple view)
  • 23. Outline • CASRAI Mission & Approach • euroCRIS & CERIF XML • What do we want to do? – Example Use Case: Abridged CV – Why do we need a mapping or crosswalk? • CASRAI / CERIF XML Crosswalk • Example Use Case Implementation • Lessons Learned • Conclusion • Q&A
  • 24. Lessons Learned • Formal crosswalk between CASRAI concepts and CERIF constructs is straightforward within the Abridged CV profile starting from the requirements description. • Needs further investigation of other requirements or profiles. • Cardinality, field lengths, time-stamps, other integrity constraints have so far not been investigated and need further thought. • A formal implementation of business rules for aggregation and for specification of profile boundaries is currently missing in CERIF.
  • 25. Outline • CASRAI Mission & Approach • euroCRIS & CERIF XML • What do we want to do? – Example Use Case: Abridged CV – Why do we need a mapping or crosswalk? • CASRAI / CERIF XML Crosswalk • Example Use Case Implementation • Lessons Learned • Conclusion • Q&A
  • 26. Conclusion • Lessons learned will be forwarded to the CERIF TG encouraging further developments into this direction. • Crosswalk from other CASRAI profiles into CERIF is on the agenda. • Authors see a strong benefit from combining the complementary elements of the two approaches in the future.
  • 27. Outline • CASRAI Mission & Approach • euroCRIS & CERIF XML • What do we want to do? – Example Use Case: Abridged CV – Why do we need a mapping or crosswalk? • CASRAI / CERIF XML Crosswalk • Example Use Case Implementation • Lessons Learned • Conclusion • Q&A
  • 28. Questions? Contact David Baker Dr. Brigitte Joerg Executive Director Director, Jei Bee Ltd. Mobile: 613-291-7635 Board Member, euroCRIS Phone: 613-832-0304 Mail: contact@jeibee.com Mail: dbaker@casrai.org Skype: brigitte.joerg Skype: dbakerskype Dr. Thorsten Hoellrigl Phone: +49 (0)721 354 90 24 Mobile: +49 (0)152 5310 47 01 Mail: thorsten.hoellrigl@thomsonreuters.com Skype: t.hoellrigl