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An ORCID based synchronization framework for a national CRIS ecosystem

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PTCRIS (Portuguese CRIS) is a program, officially initiated in May 2014, which aims to ensure the creation and sustained development of a national integrated information ecosystem, to support research management accordingly to the best international standards and practices.

One of PTCRIS’ goals is to reduce the burden of research output management, by adopting an “input once, re-use often” principle. In order to achieve this goal, we are developing a synchronization framework, further described in this paper, that relies on ORCID as a central hub for information exchange between the various national systems (including CV management systems, Open Access repositories, and local CRIS systems) and international systems (WoK, Scopus, Datacite, etc). Among other features, this framework will enable researchers (or managers) to register once a given research output at one of the interconnected national systems, and automatically propagate that output to the remaining ones, thus ensuring global consistency of the stored information.

In February 2015 we successfully demonstrated a first prototype of this synchronization framework.

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An ORCID based synchronization framework for a national CRIS ecosystem

  1. 1. Interoperability Status Report March 2015 10-Feb-2015 1
  2. 2. Work in progress • Developed algorithm and prove of concept to integrate national CV, national open access services (OJS, Dspace and national Portal) 1. ORCID and National CV 2. ORCID & DSpace 3. ORCID & OJS 4. ORCID & national portal (RCAAP) Note: although it works we are not please with the way 1) and 2) are working. 10-Set-14 2
  3. 3. Interoperability prototype demonstration Status Report March 2015 10-Feb-2015 3
  4. 4. Summary • Motivation • Context • Use Cases 10-Feb-2015 4
  5. 5. Motivation 10-Feb-2015 5 "A Output should be entered only once and reused multiple!" João Mendes Moreira Session PTCRIS, Jornadas 2014
  6. 6. 1 - Interoperability An output should be entered only once and reused multiple! 6 Outputs - DeGóis - RCAAP - ORCID - Editors - Indexers - Datacite - Crossref - Other Financing (Projects) - DeGóis (In Dev.) - RCAAP (in Dev.) - ORCID - UberWizard HUB CV Grants Outros RCAAPEditores RENATES CRIS locais Intra-ecosystem PTCRIS HUB PTCRIS (ORCID) Extra-ecosystem PTCRIS
  7. 7. Summary • Motivation • Context • Use Cases 10-Feb-2015 7
  8. 8. 10-Feb-2015 8 DeGóis Grants RCAAP Editores RENATES CRIS locais Context - HUB PTCRIS in Feb / 2014
  9. 9. Context - HUB PTCRIS in Feb / 2015 DeGóis (novo) Grants RCAAP (novo) Editores RENATES CRIS locais SARI (Up) OJS (Up)
  10. 10. Summary • Motivation • Context • Use Cases 10-Feb-2015 10
  11. 11. Profile Marina R. Cunha Assistant Professor Investigating HELM and CESAM Http://orcid.org/0000-0002-5216-3501 (Prd) Http://sandbox.orcid.org/0000-0002-6305-4618 (Develop)  Funding FCT  Scientific Data on Datacite  Articles on RCAAP  WoS  Scopus 10-Feb-2015 11
  12. 12. Summary • Motivation • Context • Profile • Use Cases 10-Feb-2015 12
  13. 13. Proposal to use case 1/2 10-Feb-2015 13 # System Action 1 CheckORCIDinitialstate MechanismsImport international"ecosystem" Importfunding(FCT UberResearch) 2 Federated Login CV SynchronizationwithHUB(ORCIDrecords) Manual input in CV 3 Federated Login in OJS Author with ORCID Submission and approval of article in Scientific
  14. 14. Proposal to use case 2/2 10-Feb-2015 14 # System Action 4 Federated Login in DSpace Deposit document in Institutional Repository (Crossref) 5 Show records created (OJS and DSpace) Send Records for the HUB (Add-to, Wizard) 6 SynchronizationwithHUB (VerificationofrecordscreatedinCV,OJSandDSpace) 7 SynchronizationwithHUB(seerecordsOJSandDSpace)
  15. 15. 10-Feb-2015 15 DeGóis Grants RCAAPEditores RENATES CRIS locais SARI OJS # System Action 1 CheckORCIDinitialstate MechanismsImport international"ecosystem" Importfunding(FCT UberResearch)
  16. 16. DeGóis Grants RCAAPEditores RENATES CRIS locais 10-Feb-2015 27 # System Action 2 Federated Login CV SynchronizationwithHUB(ORCIDrecords) Manual input in CV
  17. 17. 1. Access The New DeGóis
  18. 18. 2. Authentication Federated
  19. 19. 2. Authentication Federated (Continuation)
  20. 20. 3. Access Authenticated In DeGóis
  21. 21. 4. Access The Area OF Productions
  22. 22. 5. Productions: Actions
  23. 23. 6. Add Productions The DeGóis
  24. 24. 7. Add Productions The ORCID
  25. 25. 8. Add Productions The ORCID (Continuation)
  26. 26. 10-Feb-2015 37 # System Action 3 Federated Login in OJS Author with ORCID Submission and approval of article in Scientific 4 Federated Login in DSpace Deposit document in Institutional Repository (Crossref) 5 Show records created (OJS and DSpace) Send Records for the HUB (Add-to, Wizard)
  27. 27. 10-Feb-2015 38 DeGóis Grants RCAAPEditores RENATES CRIS locais SARI SARC
  28. 28. Authentication Federated The OJS 19/03/2015 39
  29. 29. Submission With ORCID of Author 19/03/2015 40
  30. 30. Registration Published In Magazine 19/03/2015 41
  31. 31. Authentication Federated In DSpace 19/03/2015 42
  32. 32. Import of Metadata by DOI 19/03/2015 43
  33. 33. Authority Internal With ORCID 19/03/2015 44
  34. 34. Registration Available In the RI 19/03/2015 45
  35. 35. 2 Methods of sending to ORCID • Sending individual • Batch Submit 19/03/2015 46
  36. 36. Sending individual 19/03/2015 47
  37. 37. Batch Submit 19/03/2015 48
  38. 38. Approval of Application RCAAP 19/03/2015 49
  39. 39. DeGóis Grants RCAAPEditores RENATES CRIS locais 10-Feb-2015 50 # System Action 6 SynchronizationwithHUB (VerificationofrecordscreatedinCV,OJSandDSpace)
  40. 40. 10-Feb-2015 51
  41. 41. DeGóis Grants RCAAPEditores RENATES CRIS locais 10-Feb-2015 52 SARI SARC # System Action 7 SynchronizationwithHUB
  42. 42. 10-Feb-2015 53
  43. 43. Ecosystem 10-Feb-2015 54 DSpace OJS National CV Open Access Portal

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