Presentation at 2nd International Meeting on Science, Technology and Innovation Indicators, organized by KAWAX, in Santiago - Chile (17 and january, Chile).

1. Roberto C. S. Pacheco Vice Coordinator Graduate Program on Knowledge Engineering and Management Universidade Federal de Santa Catarina - Brazil Instituto Stela – Brazil – www.stela.org.br Research Leader Knowledge Engineering, Electronic Government and the applications to Scientometrics II SEMINARIO INTERNACIONAL SOBRE INDICADORES DE CIENCIA, TECNOLOGIA E INNOVACIÓN Santiago - Chile, 17 enero 2006 Sheraton Santiago Hotel.

8. How did ICTs develop inside organizations? e-Gov IT Professional Background

11. Fundamental Questions to ICT Who are the players involved with ST&I ? How each one of these players interact (use and create information) ? Which ST&I processes should be considered ?

12. ICT is being Applied in all S&T Processes INVESTIMENTS KNOWLEDGE CREATION MANAGEMENT TRANSACTIONAL PROCESSES Is to meet all processes and all ST&I players information needs In the outputs of a national ST&I system In the inputs of a national ST&I system In the processes of a national ST&I system ICT Challenge

19. DW Investments Demography Former Students Searches Technological Components Information Architecture. The Methodology leads to a technological architecture composed by layers. In the basis are the primary information sources and the standards. It is followed by the information systems that update these sources, by the secondary information sources (data warehouse and indexes), by search systems and sites. On the top are the knowledge systems that allow the information exploration. System: Groups GrupLAC CvDeGois CvLattes CvLAC DM Cv DM Gr DM Inst DM Proj CVs Groups Institutions Projects Primary information sources Portals

20. Is the Information useful at strategic levels?

21. Dynamic Data Marts : Indicators for S&T Management Specialized Searches Primary Information Source Cv System Curriculum Data Mart Secondary Information Source Information Gathering System Information Search Information Search and its strategic use. By indexing and searching the primary sources an analyst can discover hidden patterns on the data. DM CV Curricula

25. Investments in ST&I Public Funding Analysis Indicators Portal Primary Information Source Project Form Funding Data Mart Secondary Information Source Information Gathering System Information Search Information Analysis and its strategic use. By transforming the primary information into cubes the architecture brings the analyst a large amount of possibilities of cross indicators. An relevant example is related to how to show public investments in ST&I… DM Projects Projects

26. Public Funding Analysis Public Funding Portal. A data mart on the investments dimensions allows the public to know the different lines of investments offered by to the S&T community (scholarships in the country or abroad, quality programs, support to editing, funds to research projects, funding to scientific events, and special areas (ex: “Fundos Setoriais”))

27. Public Funding Analysis Information Analysis. Each area of investment can be analyzed by several criteria (e.g., total of investments classified by period, knowledge area supported, part of the country, etc).

28. Public Funding Analysis Information Analysis. The total amount of investments in energy in 2003, classified by the kind scholarship.

29. Public Funding Analysis Information Analysis. It is possible to verify who was funded and how the investments helped to increase the curricula of the beneficiary.

30. Social Network Analysis Primary Information Sources Cv System Group and Curriculum Data Marts Group Systems Dynamic Data marts Social Network Analysis Secondary Information Sources Knowledge Systems Network Analysis. Another possibility is to use the secondary information source to analyze the connectivity among the innovation players. DM Group Groups Curricula DM CV

31. Alumni analysis (example: geographic dispersion) Network Analysis. Where (country region) are working former students of a certain graduate course? Who are these students? What they are doing currently? These are some of the examples that networking analysis provides (once the e-Gov architecture is available).

32. Alumni analysis (example: employer / place of work) Networking Analysis. In which institutions are working now the former students of a certain university? This is also provided by the networking analysis.

33. Researcher: collaboration networks Network Analysis. Even a single curriculum provides information about the network of collaboration. Each co-author can be linked to the common productions.

36. Hidden Relationships for the term “Plataforma Lattes” Plataforma Lattes Automatic Semantic Analysis Networking Analysis. Another possibility is to reveal hidden connection among knowledge terms freely informed by the National S&T platform. Words used by the S&T community to describe their professional activity form a hidden web of concepts that can be revealed by means of network analysis. The example shows how the expression “Platforma Lattes’” is conceived by the Brazilia S&T community regarding other terms. Search

37. Hidden Relations for “Knowledge” Mapping knowledge. A search by a single term shows how the knowledge has been developed in related areas. This example detaches the term “knowledge” in the Brazilian national innovation systems (considering the 600.000 curricula). It can be seen four nucleus of studies: pedagogy of knowledge, philosophy of knowledge, knowledge management and artificial intelligence.

38. Finding hidden information units. Stela Institute has developed the tool called “ISKMM” that allows to dig into the information sources (from several formats) and automatically discover unit analysis. ISKMM – Automatic Entity Discovery GONÇALVES, et. al. Mining Knowledge from Textual Databases: an Approach Using Ontology-Based Context Vectors. In: The IASTED International Conference on Artificial Intelligence and Applications. Innsbruck.: AIA, 2005. v. I, p. 66-71.

39. Information networking. ISKMM also allows to visualize the concept connections between information units (e.g., the link among people and among people and knowledge). ISKMM – Automatic Unit Link Analysis

40. Ontology that make possible elucidate relationships Rule Configuration by the user with dynamic reflection over the decision matrix ISBI - Business Intelligence (that anyone can apply) SELL, D.; et. al . Interactive Composition of WSMO-based Semantic Web Services in IRS-III. In: FIRST AKT WORKSHOP ON SEMANTIC WEB SERVICES - AKTSWS04, 2004, Milton Keynes, UK. Proceedings of AKT Workshop on Semantic Web services. Milton Keynes, UK: KMI, 2004. v. 122, p. 1-8.

43. Case 2: International Networking in ST&I ScienTI Network - International Network on Information Sources and Knowledge for the Management of Science, Technology and Innovation International View. In 2001 an agreement between CNPq and PAHO allowed the translation of Lattes systems into Spanish and its try version in 5 Latin American Countries. In the end of 2001 Portugal joined the cooperation. In December 2002 a meeting in Florianópolis, Brazil created the ScienTI Network with eleven countries. Since then we’ve been working on building up national platforms and make them connected by means of web services.

44. ScienTI Network in Numbers www.scienti.net International Web services International Cooperation. At this moment ScienTI has been mostly the set of national actions in each country consisting of establishing the ST&I information platforms. The next step is to make this information connected by means of web services and provide services on a multi-national level. Source: ScienTI IV Meeting Salvador BA, September, 2005

45. ScienTI makes it possible to create new scientometric indicators and most importantly new approaches to study national innovation systems National ST&I Information Platforms Brings a New Scenario to Scientometrics ScienTI Indicators. One of the new possibilities brought by ScienTI Network is to provide scientometric methods with new data, standardized an coming from several countries. In the following we present some of these possibilities, consisting on a pilot study conducted by PAHO and RICYT.

46. Example: Researchers in Health By Gender and Age RICYT and PAHO Studies. Based on the national curricula databases from Brazil and Colombia, RICYT ( www.ricyt.org ) and PAHO ( www.paho.org ) have developed a new set of indicators. The following is a comparison between the gender distribution in both countries regarding researchers in health. There is a hidden phenomena of the unbalanced interest in Brazil by women.

47. Example: Researcher’s Knowledge Domain Flow RICYT and PAHO Studies. Another example is the study of how many experts have been studied (F – stands for “Formación” or Academic Degree), acted (A – stands for “Actuación” or Professional Activity) and produced (P – stands for “Producción” or Intellectual production such as papers, reports, software, etc). There is a similar behavior indicating that the great majority remains connected to their education area (either acting or publishing in health)

48. Roberto C. S. Pacheco INSTITUTO STELA - Research Leader www.portalinovacao.mct.gov.br A National Portal for Innovation Fostering Cooperation. In 2004 the Brazilian Ministry of Science and Technology established a goal of building a web space for making the national competence in S&T available to industry and firms interested in innovation projects. In 2005 we developed and launched the Innovation Portal. It includes Lattes Platform as a competence source for firms, the firms’ demands in innovation and a whole set of systems from a cooperation space up to knowledge systems about the partnership. CASE 3: e-Government for Cooperation

51. infrastructure Currículos Building up the Information Sources... Offering Firms Experiences in cooperation Personal Training Technological Support Import Replacement Support to Exportation COMPETENCES OFFERTS Experts w/ Cv Currícula Offers OPPORTUNITIES FOR COOPERATION Demand Expert’s Environment Firm’s Environment Groups Space for Interaction

52. Using and Amplifying the Information Source COMPETENCE DIRECTORY Firm’s Environment OPPORTUNITIES Expert’s Environment PROPOSAL FOR COOPERATION RESPONSES FAVORITS COMPETENCES OPPORTUNITIES COOPERATION Proposes Responses Space for Interaction ICTI Environment Support Organizations Environment Search for Competencies Search for Opportunities

54. Finding Experts... Firm’s Environment 2. How to make the national competences available to firms for contact and collaboration?

55. Searching for Competences – search alternatives Searching competences. Firms’ representative (as well as the general public) can find competences searching for terms in the national curricula database. The search results present the experts (classified by the match between profile and search interest) and the 10 terms more frequent on those curricula. R&D groups and firms are also available. A new search is available both as a result from choosing directly one or more resultant terms or starting a new search by one of the 3 most important terms in each expert’s cv.

56. Searching for Competences – Knowledge Distribution Searching competences. The user can also specialize its search according to education level, region or knowledge field of the experts. With this feature a firm can concentrate, for instance, only in competences within a certain country region. Indirectly the search also provides an interesting indicator to decision maker: country spatial distribution of knowledge.

57. Searching for Competences – Profile Analysis Profile Analysis. Each curricula, R&D group and firm technological portfolio is indexed by the methodology of context vectors. This allows the user to analyze the knowledge profile of each curricula (group or firm portfolio), based on the frequency of the terms either in title or as keyword for papers, reports, software, and more than 40 other kinds of productions present on the expert’s cv. ANALYSIS OF THE EXPERT’S PROFILE

58. Searching for Competences – Résumés Analysis Automatic Résumés. The user can also verify a text consisting of a résumé of the entire curriculum. The résumé is automatically created by a specialized knowledge system and allows the interested to check the most important aspects to firms cooperation (according to previous requirement mentioned by firms’ representatives at the project pilot phase). A chosen expert can be saved (bookmarked) as a favorite to cooperation…

59. Searching for Competences: Bookmarking experts SAVING EXPERTS IN “FAVORITES” FOR FUTURE COLABORATION

60. Searching for Competences: Bookmarking experts

61. Bookmarking: Saving in “Favorites” and Making Contact... Cooperation Proposals. Firms and experts can exchange messages whenever a possible cooperation can be established either because the firm things the expert fulfill a required profile or because the expert is interested in the firm’s demands for technical cooperation. Privacy policy. Besides the usual policy of restricting access to personal e-mails, the Portal allows that firms and experts can opt between identifying yourselves or sending the message as anonymous until they want. Prezado Pesquisador, Estivemos consultando o Portal Inovação e verificamos sua experiência em temas de nosso interesse para uma possível cooperação visando capacitação. Assim, gostaríamos de verificar a possibilidade de realizarmos uma reunião

63. 3. How to know the firms demands on ST&I so the collaboration can start from both sides? Firm’s System (Demands) Firm’s Environment

64. Firm’s Environment Firm’s System (Demands) Experiences in Cooperation Personal Training Technological Support Importações substituíveis Support for Exportation

65. Search for Opportunities

66. A New Set of Scientometric Indicators?? Online ST&I Distributions. Since the platform is updated on daily basis, it is easy to make the secondary sources (data marts) present distributions of experts, firms or research group by country region or state. The same approach can be further specialized up to highly detailed analyses (considering, for instance, experts profile or historic distributions).

67. A New Set of Scientometric Indicators?? New parameters of decision. Cooperation web environments bring new parameters to the classical methods of ST&I management. Factors such as the portal accesses can measure the nature of the interested of ST&I communities. Features such as bookmarking brings a hidden interest factor not available before (e.g., who are the experts more likely to be contacted by firms?). Another aspect that has been considered is what would be the effect of having these bookmarks available at the funding decision making process (e.g., how is the bookmarking level of each expert). Access to the National Portals Bookmarked experts Favorites in searches for competences

68. A New Set of Scientometric Indicators?? Competitive intelligence. National ST&I platforms carry strategic information to firms. An example is the profile of researchers working in R&D groups that maintain projects with the company. Another example is the knowledge of what (and where) former workers are working. Such information is available at the private level of Innovation Portal (i.e., restricted to the user’s firm and accessible only for users properly logged in).

73. Careful with the Passion for Technology

74. Roberto C. S. Pacheco Vice Coordinator Graduate Program on Knowledge Engineering and Management Universidade Federal de Santa Catarina - Brazil Instituto Stela - Brazil Research Leader Knowledge Engineering, Electronic Government and the applications to Scientometrics II SEMINARIO INTERNACIONAL SOBRE INDICADORES DE CIENCIA, TECNOLOGIA E INNOVACIÓN Santiago - Chile, 17 enero 2006 Sheraton Santiago Hotel. MUITO OBRIGADO! [email_address] or [email_address]