euroCRIS Membership Meeting – Autumn 2011, Lille, France

  On Nov 2-3 the autumn 2011 euroCRIS membership meeting was held at the University of Lille 3 in Lille, France. Attendees from 14 countries (13 European nations plus Canada) met for two days at the Univ-Lille3 Maison de Recherche for learning about the new CERIF 1.3 version (to be released Dec 2011) and the growing number of CERIF-based CRIS implementations in Europe, with a special focus on French ones (see event programme).

Brigitte Joerg, euroCRIS CERIF Task Group Leader and German Research Center for Artificial Intelligence (DFKI), delivered a CERIF v1.3 tutorial at the beginning of the membership meeting. After a general-purpose introduction to CERIF, CRIS Systems and the euroCRIS Group for first-time meeting attendees, the tutorial went into describing new features in the new CERIF 1.3 release (CERIF versions will no longer be named by their year of release as they were so far). Such features include the so-called Infrastructure entities (Facility, Equipment, Service) that have been added to the already existing CERIF Entity Types, namely Base entities (Project, Person, Organisational Unit), Result entities (ResultPublication, ResultPatent, ResultProduct), Second Level entities and Link entities.


Furthermore, the JISC RIM2 MICE Project outcomes (Measuring Impact Under CERIF) have also been brought into the CECRIF 1.3 release under the Measurement & Indicator section. MICE was one of the RIM2 projects –together with CERIFy, BRUCE and IRIOS- presented last September at the JISC programme workshop in Manchester. MICE finished on July 2011 and aimed to “examine the potential for encoding systematic and structured information on research impact in the context of the CERIF schema. MICE aims to build on previous work on impact by producing a comprehensive set of indicators which will then be mapped both to the CERIF standard and the CERIF4REF schema created by the previous Readiness for REF (R4R) Project”. MICE-inspired CERIF 1.3 updates include creation of a new CERIF table, namely the impact measure table, as well as a set of impact indicators: categories that include such concepts as improving performance of existing businesses, improved health outcomes and cultural enrichment. euroCRIS was also involved in the RIM2 UKOLN-led CERIFy Project, dealing with measures of esteem, whose results were as well inspiring for CERIF new Measurement & Indicator definition.

Another new feature for this CERIF release is the Geographic bounding boxes, which will allow displayed information to be restricted to a given geographic area. Geographic bounding boxes are presently defined as squares, thus leaving room for geolocation improvement in future CERIF versions. Finally, a new Linked Open Data (LOD) CERIF Task Group is being planned by euroCRIS.

As a result from this new features, changes in CERIF 1.3 release include a whole set of new entities (such as cfMedium as a new Document Type) and new attributes, as well as removal of some other outdated attributes. The new CERIF version described at the tutorial was a preview, with features such as XML Data Exchange Format Specification and CERIF Formal Semantics still being worked upon until 1.3 version gets finally released next December.

An euroCRIS Overview Session followed the CERIF Tutorial, along which different members of euroCRIS Board reported recent activity. Keith Jeffery highlighted the euroCRIS Rome Declaration on CRIS/IR integration issued earlier this year and mentioned that while CERIF can generate multiple metadata standards such as DC, MODS, etc, OAR usual qDC-based metadata model was insufficiently accurate, so some integration should be seeked along the model CRIS-Publications OAR-Data/Software OAR.


Other euroCRIS-related activity includes EU FP7 OpenAIRE Project moving from qDC to some semi-CERIF standard, as well as the fact that OpenAIRE+ Project will use CERIF. By definition, CERIF serves a multiple-institution scheme (thus allowing for wider context-related information sharing for purposes such as the Research Excellence Framework assessment in the UK), so there’s also a clear need to operate internationally as to demonstrate CERIF interoperability capabilities.

Harry Lalieu, euroCRIS Secretary, announced CRIS2012 Conference to be held in Prague next June, and 2012 euroCRIS membership meetings, which will tale place in Prague just before the CRIS2012 event and possibly in Spain later next year.

Anne Asserson, Universitetet i Bergen and responsable for euroCRIS strategy, announced dataset management as the next environment CERIF will be next moving into (with projects such as University of Sunderland-led CERIF for Datasets paving the way for such move).

Speaking on behalf of Ed Simons, Universiteit Nijmegen and euroCRIS website manager, Keith Jeffery informed the audience a test CRIS is being planned for inclusion at the euroCRIS site, thus allowing for future live-demoing and functionality analysis.

Within the euroCRIS Task Group reports, Brigitte Joerg mentioned the euroCRIS Board-authored paper “Towards a Sharable Research Vocabulary (SRV) - A Model-driven Approach” having been presented at the Metadata and Semantics Research Conference (MTSR 2011) held last October in Izmir, Turkey. A preliminary meeting with Virtual Open Access Agriculture & Aquaculture Repository (VOA3R) Project was also recently held in Madrid in order to plan the future euroCRIS Linked Open Data (LOD) Task Group.

Nikos Houssos, NDC Athens and Task Group Projects leader mentioned running EC FP7 Projects euroCRIS is involved into, such as ENGAGE, dealing with Open Access to Public Sector Information, EuroRIs-Net, one of whose outputs is providing an online CERIF database of RI stakeholders, and OpenAIRE+. UK/JISC Projects such as CERIFy, CRISPool, BRUCE, IRIOS, MICE or RMAS were also cited as a proof of CERIF gradually becoming a common standard for RIM Programme Projects. Many of those projects are having an active euroCRIS involvement.

Danica Zendulková, CVTISR and CRIS-IR Interoperability Task Group leader, announced upcoming TG work along lines such as defining usecases for CRIS/IR interoperability, defining a model of integration interface (including XML data exchanges and web services), implementng an authority file model with attached persistent ID and promoting cooperation between CRIS/OAR communities.

Finally, David Baker, CASRAI and euroCRIS Architecture Task Group manager explained the way towards the Reference CRIS implementation. According to implementation plans, a test CRIS should be available at the euroCRIS site on June 2012.

Several sessions –see euroCRIS meeting presentations- followed the euroCRIS Overview, summarizing recent and forthcoming developments in CRIS and CERIF implementation. An interesting discussion was also held, led by Joachim Schöpfel, on teaching CRIS Systems to his Information Science students at Université de Lille and on potential CERIF application to the teaching environment and scholarly activities beyond research.

A particularly relevant presentation –as it described CERIF-based CRIS implementation in the UK, where CERIF standard adoption has been most successful so far– was UKOLN Rosemary Russell’s “CERIF UK landscape” (final report to be formally published later this year by UKOLN-University of Bath). Some figures were mentioned at the presentation: 17 PURE/Atira CERIF-based CRIS were implemented in the UK along last year, plus 5 Converis/Avedas CRISes and a large number of Symplectic Elements.


The CERIF UK Landscape Project carried out a set of seven interviews among ‘CRIS Project managers’ from different institutions - based at the institutional Research Office (2), Library/Info Services (4) or IT Department (1)- in order to gather their views on the implementation process, CRIS reception by end-users (researchers) and staff, plus experience on CERIF and integration with Institutional Repositories. A summary of the –often not so encouraging– answers is available at the presentation, CERIF being perceived by many as a far too complicated standard whose management would rather be handed over to the CRIS commercial provider. It is a fact however that institutions running a CERIF-based CRIS are in a much better position to deal with the REF requirements.

Repositories and CRIS: Working Smartly Together

  Due to recent involvement in other OA repository-related activities at the University of Khartoum, reports at this blog on recent events such as the 'Repositories and CRIS: Working Smartly Together' workshop organised by RSP last Jul 19th in Nottingham and the 4th edition of the Repository Fringe in Edinburgh were slightly delayed. Good news about it is that interesting reports on these events have been published in the meantime (see the RSP event review by Gareth J. Johnson at UKCoRR blog). This will allow Sonex to take a different approach to the reporting, making it more of a reflection than of a description, as well as covering the conference followup.

One of the subjects discussed along the Reposit project session within the Conference at EMCC was what mailing list or discussion group should replace the reposit@googlegroups.com forum for discussing IR and CRIS-related issues once the RePosit project comes to an end. Several options were considered, from using already existing lists such as UKCoRR's or ARMA's, to creating a new Super-CRIS list at JISC mail such as cris-super@jiscmail.ac.uk. Steps are being taken after the workshop to make this new list available.

The REF is working as a very strong driver towards CRIS implementation (with CERIF format being extensively considered in order to become a standard, see Marc Cox's presentation). A good number of HEIs do now operate a CRIS as a result (either commercial, in-house built or an extension of their EPrints repository). That is the good news. The not so good ones may be the fact that due to CRIS systems offering an enhanced collection of features, RIM infrastructure managers are starting to wonder whether an Open Access repository (usually managed by the Library) isn't becoming a somehow redundant piece of software, with most of its functionalities being increasingly covered by the CRIS (managed at the Research Offices). Repository phase-out is thus beginning to be discussed at given institutions for integration and optimization purposes. However, as Janet Aucock (University of St. Andrews) writes in the reposit@googlegroups list, even if the degree of overlap between repositories and CRIS systems may be large and growing, there are still features a CRIS will not be able to deliver:

"(...) Another point is to do your homework really well and make absolutely sure that the CRIs can deliver everything that a repository can do. Can it provide established permanent identifiers for items? Can it handle embargoes effectively? What about stats? Does the discovery interface in the portal display all the metadata that you need with regard to open access full text eg rights statements etc. These are small details which we take for granted but are not always embedded into the CRIS. CRIS software is still evolving too, and perhaps not all the functionality necessary is there yet. Another aspect of this is the question of the interfaces for users and discovery. Is the CRIS successfully harvested or crawled by search engines. Is it ranked appropriately. Can it expose metadata appropriately to other services where required? Can it isolate metadata with full text attached/open access full text attached and allow that set to be harvested and reused? We know that our own CRIS supplier is still working on adding all the "repository" functionality that they think is needed for their product. But at the moment I don't know the fine detail of this".

Besides R4R/CERIF4REF Project at KCL mentioned by Marc Cox, other projects also dealing with CERIF implementation regarding CRISes were mentioned such as MICE for Measuring Impact under CERIF, or the BRUCE Project (Brunel Research Under a CERIF Environment) that was presented at the 2011 euroCRIS meeting in Bologna last May (see Sonex post on the two recent euroCRIS meetings in Italy).

Another interesting outcome of this RSP event was the opportunity to learn from local SHERPA RoMEO team about the RoMEO API new v2.8 version and the release of the SHERPA RoMEO Publisher's Policy Tool, that will allow publishers to directly define their RoMEO policies via an embedded portal in SHERPA (actually presented next day, Jul 20th, at the 'RoMEO for Publishers' event in London).

Finally, a poster was featured in the event poster section called “SICA: A CRIS with an embedded Repository working for the innovation in Andalusia Region (Spain)”. With this integrated system for recording scientific production of the researchers belonging to nine universities, research organizations, technology centres and other scientific institutions of the Andalusia region in Spain, the National & Regional CRIS/IR integration initiatives (as recorded by Sonex in its May'2010 post) keep growing. This particular CRIS initiative is being developed within the European SISOB Project on -yet again- how to measure the impact of science in society.

Besides this -not thorough nor systematically updated- Sonex list of National & Regional CRIS/IR integration initiatives, a comprehensive list of 'CRIS + Repositories in the UK' is being put together as a Conference followup. When complete (it's open for any missing one to be filled in) the list will join the RSP Wiki where Institutional Repositories in the UK are already listed as to provide a clear picture of existing infrastructure.

CRIS and OAR 2011: "Integrating research information"

  Two important euroCRIS events were held in Italy at the end of May: the 2nd workshop on CRIS and OAR (Rome, May 23-24) and the euroCRIS membership meeting 2011 (Bologna, May 26-27). Following last year's euroCRIS meetings in Aalborg for euroCRIS 2010 and Rome for the 1st workshop on CRIS and OAR (link to Sonx posts), these two 2011 workshops offered the international reseach information community the opportunity to debate current state of the development of CRIS systems and their integration with Open Access Repositories for best serving institutional needs in different countries.


Bernard Rentier was a keynote speaker at the meeting at CNR in Rome (presentations available here), where he presented the 'à la liégoise' mandate he has promoted at the Université of Liége for populating the ORBI institutional repository (currently holding near 65,000 items). The ORBI-generated report is actually the only official document for research evaluation at ULg.


Keith Jeffery (STFC) -the embedded milestones, roadmap and workshop purpose slides are taken from his presentation- introduced the 2011 Rome workshop by describing the progress made in the CERIF implementation since last euroCRIS meeting, the 2010 and 2011 milestones (CERIF spreading to several continents, adoption of Avedas Converis at ERC and the ENGAGE Project on Open Govenment Data and the JISC 'Measuring Impact under CERIF' (MICE) Project in the UK), the CERIF roadmap for 2011 and 2012-12 and the purpose of the CNR workshop.


After lots of interesting presentations on the workshop day 1 (with a special mention to CRIS/OAR integration examples in the UK by Simon Kerridge, U Sunderland and ARMA), day 2 was devoted to joint work by workshop attendees on updating the white paper on CRIS and OAR integration. This work resulted in the recently published (July 8th) Rome Declaration on CRIS and OAR, consensus on which was reached after extensive debate via mail.

A few days after the CNR workshop, the 2011 euroCRIS Spring Meeting was held at CINECA, Bologna (watch meeting presentation by Nicola Bertazzoni), with special emphasis on the topic 'CRIS in a University IT environment', for which Italian (Politecnico di Torino Research Information System) and British (BRUCE Project - Brunel Research Under a CERIF Environment) examples were presented.

Gettin' on...

  After quite a long, not totally intended silence - schedules get so hectic every now and then- it is the purpose of the Sonex workgroup to update the project blog by briefly reporting on recently held workshops we have attended since last post. These have been, inter alia, the 2nd euroCRIS/CNR-IRPPS workshop on CRIS and OAR (Rome, May 23-24), euroCRIS membership meeting 2011 (Bologna, May 26-27), CERN Workshop on Innovations in Scholarly Communication (OAI7, Geneva, June 22-24) and LIBER 40th Annual Conference 2011 (Barcelona, Jun 29-Jul 2).

SONEX presentation in Valencia, Spain

The 10th REBIUN Workshop on Digital Proyects will be held Oct 7-8, 2010 in Valencia, Spain. Among the technical presentations scheduled for the workshop, there is one on Sonex called 'Interoperabilidad y Repositorios: el Grupo de Trabajo SONEX' (Interoperability and Repositories: the SONEX Workgroup).

In the Sonex presentation, to be delivered on Thu Oct 7th, the main Sonex worklines will be discussed, as well as incipient implementations of Sonex usecase scenarios in Spanish Institutional repositories.

SONEX at the Kultur/Kultivate workgroup meeting in London

by Richard Jones

On 8th September 2010 the JISC-funded Kultur project group gathered for a meeting at the JISC Offices in London, to carry out some post-project discussions and to look to the future with the Kultivate project. During the meeting William Nixon, University of Glasgow, presented "Minding your P's and Q's: Enrich-ing Enlighten at the University of Glasgow" on their work at the Enrich project and the enhancement of Enlighten Institutional Repository, while Richard Jones from Symplectic (and SONEX) presented "A whirlwind tour of repository deposit technology and use cases". This latter presentation covered his work at Symplectic and the Symplectic Repository Tools deposit technology (c.f. the CRIS to Repository use case), as well as the current state of the SWORD 1.3 standard and the future of SWORD through version 2.0. He also then presented some slides on SONEX describing the key identified use cases and suggestions on the way that Creative and Applied arts might engage with the SONEX process.

Some key realisations from this meeting for SONEX are that:

1) The deposit use cases in Creative and Applied Arts may not be significantly different from the use cases in STM, but the devil will be in the details

2) CRIS systems are being used to some degree in Arts Institutions, and undoubtedly there is work which will be considered research in these fields, but automatic acquisition of content for these systems is virtually impossible, because ...

3) There are no comprehensive or even substantial Creative and Applied Arts data sources online, because ...

4) The publishing lifecycle for the Creative and Applied Arts is not only significantly different to STM but also non-standard across the discipline. It was suggested, for example, that YouTube and Vimeo were likely to be some of the largest repositories of research outputs from these fields.

It is hoped that if the 4th JISCdepo project goes ahead it should be easier for SONEX to engage in this field. In the meantime, any people working in Creative and Applied Arts should feel very welcome to contact SONEX members with a view to understanding the variations in the standard deposit use cases which would meet their needs.

Sonex presentation at the 2nd DL.org workshop on Digital Library Interoperability

(picture by: Anna Nika, University of Athens)

The paper 'Handling Repository-Related Interoperability Issues: The Sonex Workgroup' was presented last week at the 2nd DL.org workshop held in Glasgow in conjunction with the 14th European Conference on Digital Libraries (ECDL2010, Sep 6-10, 2010). The DL.org workshop was scheduled under title "Making Digital Libraries Interoperable: Challenges and Approaches" and it featured several presentations by DL.org working groups on the DL Reference Model, such as DL content, functionality, users, architecture, quality & policy (see programme). An invited talk by MS Research Alex Wade, "Digital Library Interoperability: An Industrial Perspective", was also held, where most recent MS developments in the area of DL interoperability were summarized (Zentity, Article Authoring Add-in for Word, DepositMO Project, MS Academic Search or the WorldWide Telescope among others).

The Sonex presentation was delivered on Fri Sep 9th by Peter Burnhill and Pablo de Castro along the workshop's Day I. Sonex approach to interoperability being quite pragmatic in scope, it fitted in well alongside DL.org's more theoretical-founded model. Complementary approaches by both initiatives may in fact offer perspectives for further collaboration between them after this DL.org workshop.

RepoFringe 2010: lots of interesting presentations plus a Sonex Pecha Kucha

The 3rd edition of the Repository Fringe was just held in Edinburgh along Sep 2nd and 3rd 2010. This new edition of the RepoFringe (see programme) was a good opportunity to learn about the most recent advancements regarding repositories in the UK, and new ideas for their development were shared in an informal, stimulating atmosphere. This edition's success story was undoubtedly EPrints Bazaar app-store for its new version 3.2, as live demoed by David Tarrant and Patrick McSweeney, with Les Carr's cooperation as an inspired pre-recorded speaker. EPrints will also shortly release its CERIF4REF plugin in order to comply with the R4R schema, thus proving that repository software is swiftly progressing towards anticipating user needs by closing the gap with CRIS systems from a research output perspective.

Further talks were also held at RF2010 on CRIS systems and IRs. A lot of universities do already have CRIS systems running, and some voices in the community start wondering whether CRIS systems might eventually replace institutional repositories as an "entrance door" to the institutional research output. Projects like RePosit (see Queen Mary University of London Sara Molloy's presentation for more info) on the contrary are exploring ways for batch ingestion of contents flowing from CRIS systems into a currently low-populated array of repositories.

Quite a number of other subjects were amusingly dealt with by other speakers, such as timestamping the web through the Memento project as presented by Herbert van de Sompel (LANL), Topic Models by Michael Fourman (University of Edinburgh Informatics Dept), or Repositories and data at Closing Keynote by Kevin Ashley (DCC).

RF2010 had also its traditional 20-slide-20-secs-per-slide Pecha Kucha sessions once again. There was a Pecha Kucha on the work by Sonex on Fri Sep 3rd, and projects like Enlighten, Jorum, Open Access Repository Junction, ERA, ShareGeo and some others were represented at this light speed presentation variety as well.


On Sep 1st a SHERPA RoMEO API workshop was also held by Peter Millington, Jane H. Smith and colleagues from Nottingham at the e-Science Institute facilities in Edinburgh as a RepoFringe pre-event. As presented last July at Open Repositories Conference in Madrid, major improvements in the RoMEO service are being worked at, and this workshop was an opportunity to get feedback from the RoMEO API users on its performance and suggestions on possible enhancements for version 3 currently in its final stages of development (due Autumn 2010). There were also interesting presentations from outside the UK on the implementation of RoMEO mirrors such as SHERPA RoMEO deutsch in Germany and service internationalisation was extensively discussed along the meeting (Portugal and Spain were scoped as potential areas for development of specific interfaces). An online survey on the RoMEO API was previously distributed among the workshop delegates and its results were discussed and analysed in fruitful specific breakout sessions.

From a Sonex perspective, the RoMEO service does fit into the Sonex proposal for a distributed national- or regional-level automatic ingest system based on an array of brokers dealing with publisher- or funder-driven ingest of contents into a network of national or regional institutional repositories. From this point of view, RoMEO, such as other general-purpose services as OpenDOAR or the broker itself, are pieces of the required infrastructure for this approach to grow real. Find more information about this Sonex proposal in the Sonex paper 'Handling Repository-Related Interoperability Issues: the SONEX Workgroup' to be presented in Glasgow later this month at the 2nd DL.org workshop "Making Digital Libraries interoperable: challenges and approaches".

IRs as institutional assets for future Research Assessment Exercises

Beyond their relevance for open access dissemination of research output, the new role of Institutional Repositories as a key institutional research infrastructure for present or future Research Assessment Exercises was extensively debated last month at the Open Repositories Conference in Madrid (some good posts on OR10 available at CAIRSS). For this purpose, IRs should be embedded into the general institutional information research system, which brings up a series of integration/interoperability issues that lie at the heart of the Sonex work.

See below an analysis of several CRIS-IR integration possibilities for creating an institutional research information infrastructure that will live up to the challenge posed by future research assessment exercises.



Considerations on the role of CERIF standard were intentionally left out of the picture, as some debate is still taking place on whether or not it should be the base standard for CRIS-IR integration. Most implementations available have until now
chosen CERIF-based integration strategies to tackle the issue, but from ad-hoc light-CERIF versions to non-CERIF solutions whatsoever, there's still a high level of diversity in the way institutions are facing this challenge. At the same time,
CERIF4REF is being steadily worked out at KCL, and CERIF architecture is also being gradually brought into ePrints new versions.

A variety of research information system implementation usecases for RAE/REF purposes was also shown at Peter Burnhill's (Sonex/EDINA) "Repository Update UK" presentation at JISC/CNI meeting last month: from IRs being used as REF-gateways to the challenge it poses in terms of open access availability of contents, a whole set of issues arise as IRs undergo enhancement for fulfilling their new role.

Some topics for Sonex BoF at OR10

Place, date and time for Sonex Bird-of-Feather session to be held next week at Open Repositories Conference 2010 in Madrid are already set: Sonex BoF will take place next Wed July 7th at Room "Reino Unido B" from 17:30 to 19 hrs.

Here are some topics to be discussed along the session:

• The growing number of deposit-related initiatives and events should be properly summarized, classified and advertised somewhere: the Sonex website could widen its present coverage in order to play that role, especially in the US & Canada (out of Europe would probably be more accurate, Berlin 8 Open Access conference 2010 being held in Beijing next Oct), for keeping an eye on progresses wherever they may take place. Some ideas are already available.
  


• Main classes of deposit-related initiatives: Publisher-driven & CRIS transfers. Is the Sonex classification thorough enough? Are there any other possible groups that weren't accounted for and left under the 'Other' general section? Are all classes being adequately covered by some ongoing deposit-related project? What about e-Research repositories (datasets + software)? Could they be the [Sonex] missing piece of the institutional research systems integration jigsaw? Input on the issue by a representative of some related initiative attending the BoF could help.
  


• Common challenges in publisher-driven deposit initiatives. Re-usable procedures: NLM DTDs. The filtering strategy. SWORD endpoint (scarce) implementation and how OpenDOAR/ROAR may help. Author and institution persistent identifiers. Processing of citations. Everything being developed at the same time doesn't make things easier.
  


• CERIF as a spreading standard for CRIS/IR integration. Different ways for achieving the objective, and how the REF affects the whole environment. Hybrid CRIS/IRs: an alternative procedure.
  

CRIS2010 Aalborg: a brief report

The 10th International Conference on Current Research Information Systems (CRIS2010), "Connecting Science with Society: The Role of Research Information in a Knowledge-Based Society", was held last week (June 2nd-5th) at Aalborg University, Denmark. Organised by the euroCRIS association, the conference "aimed to give insight into the role of CRIS in terms of shaping the research agenda and transferring research outcomes from the laboratory to areas of usage and application". Updated information on projects and initiatives for devising CRIS-based National and Institutional Research Information Systems was presented, see conference programme. CRIS2010 presentations will be shortly posted at the conference website.

Some comments below on the outcome of discussions at CRIS2010:

• All across Europe and beyond, CERIF is spreading as an increasingly accepted standard for building Current Research Information Systems (CRIS) both at national and institutional levels. Previously existing databases and management systems at HEIs are frequently undergoing adaption to CERIF.
  


• CERIF-based National Research Information Systems for research management and assessment (such as NARCIS in The Netherlands, Frida in Norway, U-GOV in Italy or the USDA-CRIS in the United States) usually rely on CERIF-compliant Institutional CRISs for supplying the underlying institutional information. This often leads to a two-way strategy for infrastructure development, where National and Institutional Systems are simultaneously being built.
  


• As a consequence, there is an increasing number of CERIF-compliant National Research Information Systems in operation, and more of them are in progress (eg DeGóis in Portugal or SEMAT in Iran).
  


• At institutional level there is also a growing trend towards adoption of CERIF-based solutions, either developed inhouse or based on CERIF-compliant commercial CRISs: there are already several examples of ePrints being upgraded to PURE (presently the most successful of such commercial solutions) in the UK and elsewhere. This trend leads to a variety of resources available at institutional level depending on the adopted strategy: some institutions have plain CRIS systems, others work with CRIS/IR integrated solutions and finally there are also some universities running CERIF-based enhanced-IRs.
  


• The Common European Research Information Format (CERIF) is by no means a closed standard at this point, but it benefits from interaction with existing National, Subject and Institutional Research Information Systems in order to "epitaxially" enrich its description features for providing solutions to various system needs.
  


• A wide array of commercial solutions is presently flourishing around the area of institutional research system implementation or enhancement, such as Atira PURE, Avedas Converis or Symplectic Repository Tools to mention just some examples.
  


• There are interoperability issues still to be tackled at various points of CRIS/OAR and CRIS/CRIS integration, but remarkable progress is underway, both from publicly-funded international projects and from private companies.
  


• The presently soundest example of Author ID standard, Dutch DAI, having been driven by institutional integration purposes, CERIF & euroCRIS initiatives could possibly bring in a new momentum for solving pending Author ID issues, as it is a basic requirement for operation of both National and Institutional Research Information Systems.
  


• Despite the fact that "everything being seemingly developed at the same time doesn't make things easier" (quote from Sonex BoF at OR10 preliminary list of issues), important progresses are clearly taking place worldwide on the field of research information system implementation. Some integrated research system development strategy from planning bodies, particularly at institutional environments, may therefore be useful for adapting to the rapidly changing landscape.

Recently held and upcoming events on CERIF-CRIS/IR integration

An euroCRIS-organised event related to CERIF-CRIS/IR integration was recently held at CNR Rome, Italy, and forthcoming CRIS2010 will be taking place next June 2nd to 5th in Aalborg, Denmark:

• Workshop on CRIS, CERIF and Institutional Repositories: Maximising the Benefit of Research Information for Researchers, Research Managers, Entrepreneurs and the Public (Istituto di ricerche sulla Popolazione e le Politiche Sociali, IRPPS, Consiglio Nazionale delle Ricerche, CNR, Rome, Italy, May 10-11, 2010).
  
  
• CRIS2010: Connecting Science with Society: The Role of Research Information in a Knowledge-Based Society (10th International Conference on Current Research Information Systems, Aalborg, Denmark, June 2-5, 2010).
  

A summary of ongoing deposit-related projects

A summary of currently running deposit-related projects and initiatives (as of Jun 5th, 2010) is shown in the table below. The list is not intended to be comprehensive, but just a sample of ongoing initiatives known to the Sonex workgroup. Should there be any remarkable deposit-related project missing from the list, it shall be promptly added as soon as we get a notification.

Project name	Institutions/ Organisations	Country(ies)	Contact person
Publisher-driven initiatives
PEER Project	STM-Assoc/ESF/Max Planck G/UGöttingen/INRIA/SURF/ UBielefeld	EU	Julia Wallace (STM)/Foudil Bretel (INRIA)
Open Access Repository Junction (OA-RJ)	EDINA	UK	Theo Andrew (EDINA)
BMC Deposit into DSpace@MIT	BMC/MIT	UK/US	Matthew Cockerill (BMC)
National & Institutional CRIS/IR integration initiatives
NARCIS	Royal Netherlands Academy of Arts and Sciences (KNAW)	NL	Elly Dijk (KNAW)
Enrich: Repository and Research System Integration	University of Glasgow	UK	William Nixon (U Glasgow)
CRISPool	University of St. Andrews	UK	Anna Clements (U St. Andrews)
TDC Systems Integration	TCD	IE	Niamh Brennan (TCD)
U-GOV	CINECA Consorzio Interuniversitario	IT	Nicola Bertazzoni (CINECA)
CRIStin	University Centre for Information Technology (USIT-UiO)	NO	Anne Asserson (U Bergen, UiB)
Aramis	State Secretariat for Education and Research (SER)	CH	Beat Sottas (SER)
USDA-CRIS	US Dept Agriculture. National Institute of Food and Agriculture	US	Carolyn Deckers, Juanita Hammond, Teresa Bailey (USDA)
RCAAP/DeGóis Integration	UMIC/FCCN/FCT	PT	Eloy Rodrigues (UMinho)
RIS/IR Integration at UPC	Universitat Politècnica de Catalunya (UPC)	ES	Jordi Serrano, Toni Prieto (UPC)
CRIS/OAR Interoperability Project	KE/DTU	DK	Mikael K. Elbæk (DTU), Mogens Sandfær (DTIC)
CCLRC Corporate Data Repository (CDR)	Council for the Central Laboratory of the Research Councils (CCLRC)	UK	E. Grabczewski (CCLRC)
SEMAT	Iranian Research Institute for Information Science & Technology (Irandoc)	IR	Omid Fatemi (Irandoc)
Commercial initiatives
Article Authoring Add-in	MS Research	US	Lee Dirks/Alex Wade (MS Research)
Repository tools	Symplectic Ltd	UK	Richard Jones (Symplectic Ltd)
Pure	Atira	DK	Bo Alroe (Atira)
Converis	Avedas	DE	Rudolf Weiss (Avedas)
Enovation Solutions	Enovation	IE	Gavin Henrick (Enovation)
Other
SWORD Project	UKOLN/JISC	UK	Adrian Stevenson (UKOLN), Julie Allinson (U York)
York Digital Library - Integration for the Next Generation (YODL-ING)	University of York/University of Leeds	UK	Julie Allinson (University of York)
EasyDeposit – SWORD deposit tool creator	University of Auckland	NZ	Stuart Lewis (U Auckland)

'Learning how to play nicely: Repositories and CRIS: a report', by Richard Jones

Friday 7th was the joint JISC and ARMA event "Learning how to play nicely: Repositories and CRIS", aimed at stirring up some discussion around the relationship and integration between these two kinds of system. Such integration has been talked about for some time, and I find myself recalling the Knowledge Exchange workshop in Utrecht where JISC, in partnership with SURF and DEFF and DFG initiated similar discussions in 2007. It is good to see that this discussion has moved from the domain of Repository, CRIS and CERIF developers into the mainstream of Research and Repository Managers, where requirements can more appropriately be sourced. For this technical observer the event was somewhat too non-technical, but I think this was the intention and for the best.

Andy McGregor from JISC set the scene for the event, giving us a little background on JISC involvement, and talking about different approaches that could be taken to integration, such as the use of CERIF or of Linked Data for the sharing of information. He then passed us over to Simon Kerridge from ARMA, who discussed in a bit more detail what a CRIS is; he also gave us some better terminology that we might prefer to use: RMAS (Research Management and Administration System) and ERA (Electronic Research Administration). The briefing paper that accompanies the event tells us that "by communicating research information more effectively ... the process of sharing data becomes more efficient, duplication of effort is reduced and information becomes more accurate", and this clearly drives the purpose of the day. Particularly, there is no intention here to merge CRIS and Repositories - the two communities have sufficiently different use cases that this is unlikely to happen - but simply to enhance communication between them in the correct way.

Anna Clements then introduced the CRIS that they use at St Andrews, while William Nixon and Valorie McCutcheon from the University of Glasgow presented Enlighten. Particularly, Enlighten is an interesting case as it is based on the EPrints software, and started life as an institutional repository in around 2003, but has now grown into a fully fledged publications management system. The presentations were then wrapped up by Jackie Knowles, from the Welsh Repository Network (the event organisers), who gave us an insight into things that went well and things that didn't during development of CRIS and Repository systems at institutions around the country. The ones that stuck for me were:

• Don't overcomplicate your requirements


• Don't develop DIY solutions which turn into single points of failure (i.e. ensure they are robust against staff changes)


• Ensure that your requirements are well specified and met; she cites an unfortunate and extreme tale of a team who lost their jobs after failing to successfully implement a system which had no formal requirements in the first place!

The afternoon of the event was given over to discussion among delegates, and this observer did not attend due to his position as representing a supplier - the event coordinators felt that without the suppliers present the conversation would be more candid. The results of those discussions should be made available soon, and we'll link them when they are. Meanwhile, I therefore represented Symplectic in the exhibition stall, alongside Avedas, EPrints, Atira, ARMA, ThomsonReuters, IDEATE and DuraSpace; it was busy for much of the afternoon, which I think shows a clear interest in this space at this time.

Learning how to play nicely: Repositories and CRIS event

Last Friday May 7th a joint JISC and ARMA one-day event on repositories and Current Research Information Systems (CRISes) was held at Leeds Metropolitan University. Organised by the Welsh Repository Network (WRN), this event brought together representatives from both research administration and repository management functions within institutions to explore the synergies, overlaps and opportunities in our role of curating institutional research and publication management information.

Following issues -among others- were discussed at the meeting (see event programme for contributions):

• Why a CRIS? The perspective from the repository and research management communities
  
• The ideal CRIS: a view from euroCRIS
  
• DIY Success: Case study from the University Glasgow - How repository and research management systems have been successfully integrated
  
• Where did it all go wrong?: Case study on how repository and research management systems have not been so successfully integrated
  

Tweets about the event were saved, and presentations are already available online as well. Finally, Richard Jones from Sonex workteam was attending the seminar at Leeds Met and will also be delivering a brief report on the main issues dealt with at the event.

CRIS/IR integration at Trinity College Dublin

Several initiatives are presently being developed at various academic institutions across Europe for materialising Sonex usecase nr 2, ie CRIS systems as a source of documents for Institutional Repositories. One of the most successful examples of system integration is taking place at Trinity College Dublin (TCD), where integration between TCD in-house developed CERIF-based CRIS and TARA DSpace-based repository is under way (see for instance "CRIS Cross: the repository in the research information system"). APIs for ingest of metadata-only records from international databases such as WoS or PubMed were also developed at TCD as part of the interoperability effort. Finally, TCD solutions are being exported to developing countries via the Irish-African Partnership for Research Capacity Building and eIFL.net.
Contact person at TCD: Niamh Brennan

Upcoming Sonex-related events

• OR10: The 5th International Conference on Open Repositories (Madrid, Spain, Jul 6-9, 2010)

• CRIS2010: Connecting Science with Society (Aalborg, Denmark, Jun 2-5, 2010)

• Learning how to play nicely: Repositories and CRIS (Leeds Metropolitan University, Leeds, UK, May 7, 2010)

• Repository Multiple Deposit meeting (London, UK, Apr 8, 2010)

• Readiness for REF (R4R) Workshop (King's College London, Mar 23, 2010)

• OpenAIRE Inaugural Conference (Athens, Greece, Jan 13-14, 2010)

• JISC Deposit Show-and-Tell Barcamp (University College London, Oct 12, 2009)

Sonex objectives and development

The Repository Handshake/SONEX objective was firstly to identify and analyse deposit opportunities (use cases), which map on to different business processes from which there is prospect of prompting and assisting deposit of research papers (and potentially other scholarly work) into the repository space. These include processes within the repository space to alert and assist transfer/access across multiple repositories (in the use case of multiple Institutional Repositories). An incomplete list of other deposit opportunities include: institutionally-assisted deposit (typically from CRIS systems but also research group activity); grant-funded mandated deposit, with requirement for award referencing; deposit from publishers as OA services for authors; assisted deposit as part of desktop authoring applications).

Once a complete use case list was obtained, the work was to be focused on identificating the most interesting deposit opportunities in terms of populating repositories. This analysis should result in proposals for cooperative development and for implementation possibilities.

The following key use case scenarios were identified and associated with projects being already developed (or to be developed) by the institutions taking part in the workgroup. Participation in the use case development and implementation is open as well for other interested institutions:

• Use case nr 1, PI/author for multi-authored, multi-institution journal articles - related to Open Access Repository Junction (OA-RJ) Project at EDINA

• Use-case nr 2, CRIS systems as source of documents for IRs - KE's strand 'Exchanging Research Info'. There are also several ongoing institutional initiatives for CRIS/IR integration, such as those at the University of Glasgow or the Trinity College Dublin

• Use-case nr 3, Publisher as the source of articles - also related to the EDINA-JISC OA-RJ Project, as well as to European PEER Project

• Use-case nr 4, 'Our Bibliography' as source of references for IRs, meaning lists of publications supplied by individual researchers, research groups or departments

• [Potential extra] Use-cases nr 5 (Subject repositories) and 6 (Research evaluation agencies).

See a brief summary of the four main SONEX use cases/deposit opportunities at: http://repinf.pbworks.com/f/poster_SONEX_deposit_opportunities.pdf