Presentation euroCRIS

1 © uniCRIS AGeuroCRIS Meeting Lisboa 2005

Presentation euroCRIS

uniCRIS

Open Acces to Wealth Creation

Jan PoortRolf Steinmannwww.uniCRIS.com


Developing an in-house CERIF

compliant research information

management system

versus

making use of a specialized CERIF

compliant systems services

organization


The challenges in research...


Diversification of externalfunding

• There is trend towards increasing diversification of external funding sour-ces (and/or subsidies), and in particular the shift towards more competi-tive and performance related project funding.

• The state is no longer the only financial source.


Responding to change

• The pathway to compe-titiveness in business lies in reducing the time to respond to change.

• Universities:– Who are the

customers?– Which are the

objectives?– What are the

strategies?


EUA - European University Association

• There is a trend towards increasing diversification of external funding sources.

• Universities, as key players in research and higher education in a world of growing competition and often decreasing public funding are undergoing fundamental changes. The state is no longer the only financial source.

• Integrate innovation into mainstream university activities where transfer offices and university-industry partnerships are becoming increasingly commonplace.


Competition in the Digital Economy

• Fierce competition in the digital economy and increasing volume of available data are forcing organizations to find efficient ways of obtaining valuable information and knowledge to improve the efficiency of their business processes.

• Acknowledgement,

– this statement is supported by CNPq, Brazil and by DIP (Data, Information and Process Integration with Semantic Web Services)


Zentrum für Wissenschafts-technologie e.V. Speyer

• Objectives:– Optimize science and research

management, in particular the science – adequate framework of innovative research.

– Establish a national platform for science and research management in Speyer with networks of national and international experts.

– Serve as an exchange and contact partner for the transfer of research results


One stop shop to European science

Provide the single gate-way „one stop shop“ to European science, the complexity of the Euro-pean Science and Techno-logy landscape, is not always easy to under-stand for third countries when it comes to seeking cooperation with Europe

(Source: NWO-ESF, November 4-5, 2004)


Promote transfer of knowledge

• Encourage the reform of public resesarch centres and universities to promote the transfer of knowledge

• Share information on new ways of raising funds for R&D purposes

Source: EU investing in research and innovationOctober 12-13, 2004


Utilisation of knowledge

• Leiden university is striving for more and better

utilisation of its knowledge.

• Scientists and entrepreneurs should develop and

exchange knowledge.

• The aim is identifying scientific and commercial

product marketing combination, that can

stimulate business development and growth


Decrease of public budgets

• Decreasing public budgets and the relatively weak position of Leiden in the acquisition of competitive budgets from research councils as well as in acquiring were in 1995 the reason for developing and executing an innovation policy plan at Leiden university

• In 2005, Leiden university retained Dr. Bob Smailes from Endinburgh university as the director of research and innovation services

Dr. Bob Smailes


Impact of CERIF

• CERIF based services drives:

– Process and quality orientation

– Partner orientation

in research + innovation


Process orientation

• CERIF enables information flow from research to innovation

• CERIF optimizes resource allocation along the Innovation Added Value Chain

• To streamline the process from research prototype to successful products requires CERIF and change management


Partner orientation

• Know and understand the

needs of the partners to

define the busines case and

in consequence enable the

knowledge flow along the

Innovation Added Value

Chain

• Need to define interfaces

and SLA‘s (service level

agree-ments), where CERIF is

a key element


Make or buy?


A few examples...

Institution Dev. costs

Annual maint. costs

Dev. time

Remark Age

CCLRC € 150k € 50k 2

Ministry of Flanders

€ 400k n.a. 3 Development stopped after 3 years

n.a.

FRIDA € 400k € 50k 1.5 1

METIS € 200k € 50k

• Development costs including:• Project management, workflow definition, design • Programming, testing, performance tuning, documentation• Data migration, installation, basic integration

• Maintenance costs including:• Adopt business changes: organization, workflows, etc. •1st, 2nd and 3rd level support• Bug fixing, new features, performance tuning• Data management, user management, etc.


Learning curve

• The concept of the learning curve was introduced to the aircraft industry in 1936 when T. P. Wright published an article in the February 1936 Journal of the Aeronautical Science. Wright described a basic theory for obtaining cost estimates based on repetitive production of airplane assemblies. Since then, learning curves (also known as progress functions) have been applied to all types of work from simple tasks to complex jobs like manufacturing a Space Shuttle.


Cost models - TCO

• Abbreviation of Total Cost of Ownership, a very popular buzzword representing how much it actually costs to own a system. The TCO includes: – Original cost of the computer and software – Hardware and software upgrades – Maintenance – Technical support – Training

• Most estimates place the TCO at about 3 to 4 times the actual purchase cost of the system.


What‘s new?

• Services– Search– Registration– Subscription– Update– Personal profile management– Project management– Organization profile management– Workflow management


uniCRIS – RDB functionality

Function: Version VIR RUR RER RMR RDR ADR

Simple search 1.0 x x x x x

Advanced search 1.0 x x x x x

Professional search

t.b.d. x x X

Browse 1.1 x x x x x

Registration 1.1 x x x x x

Feedback 1.0 x x x x x

Manual 1.0 x x x x x

My Profile Basic 1.1 x x x x x

Addresses x x x x x

Organizations x x x x x

CV x x x x

Subscriptions x x x x x

Search profiles x x x x x

VIR Visitor role RMR

Research manager role

RUR Registered user role

RDR Research director role

RER Researcher role ADR Administrator


uniCRIS – RDB functionality

Function Version VIR RUR RER RMR RDR ADR

My Projects 1.1 x x x x

My Publications 1.2 x x x x

My Patents 1.3 x x x x

My Equipment 1.2 x x x x

My Organizations 1.1 x x x

My Cases 1.1 x x x x

My Tasks 1.1 x x x x

My Mandatory 1.2 x

VIR Visitor role RMR Research manager role

RUR Registered user role RDR Research director role

RER Researcher role ADR Administrator


Simple search

• Search algorithm– Search with search term in whole CERIF

database with Google compatible search rules

• Search results– List with search results for each object:

• Projects• Researchers• Research organizations


Simple search


Advanced search

• Search algorithm– Selection of research objects according to

selection criterias (classification)– Search with search term in selected CERIF

records with Google compatible search rules

– Search with search term in dedicated data fields of selected records (V 1.1)

– Search with saved search profiles (V 1.1)


Advanced search


Search results - projects


My Profile - Introduction

• All elements to manage a user profile– Account information– European Curriculum Vitae– Subscription for automatic forwarding of

new projects, publications etc. according to the personal needs of the user

– Individual search profiles to simplify


My Profile - Overview


My Profile – Basic information


My Profile – Addresses


My Profile – Organizations


My Profile – CV - Overview


My Profile – CV – Details 1






My Profile – Subscriptions


My Profile – Search Profiles


My Projects - Introduction

• All elements to manage a project– Titel (multilingual)– Abstract

(multilingual)– Assigned

organizations– Assigned persons– Keywords/

classification– Status


What‘s the problem with workflows

Real World

Business Model

System

• Behavior• Expectations• Skills• Workflows

• Business Cases• Business Process• Business Activities• etc.• Parametrizing• Customizing

Challenges• Rapid implementation• Permanent improvment


Workflow management

Request

Case Management

Business Process

Case Escalation

Case Tracking

Business Activity

SLA – Service Level Agreements

Business Rules


Workflow management

• Elements of workflow management– Business case

• Service Level Agreement (SLA)• Escalation

– Business process– Business activity– Business rules– Business message


My Cases


My Cases


My Tasks


My Tasks


Outlook

• Based on the workflow tool, the following services will be implemented within the next 12 months:– Transfer services

• Requests (funding, cooperation, expertise, equipment, mentoring, etc.)

• Services (news, jobs, events, etc.)– Reporting services

– Annual report– Progress report

– Grant support services


Outlook

– Research intelligence services• Research intelligence module

– Research issue observation» Science and technology scouts» Researchers» Electronic search

– Research issue analysis and assessment– Research trend definition


www.uniCRIS.com

[email protected]@uniCRIS.com

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