CERIF in Brief (for Techies) published

CERIF in Brief has just been published and gives a short introduction into CERIF, the model, its conceptual constructs, its different technological components and their specific characteristics. Each CERIF technology, the CERIF SQL, the CERIF XML and Linked Open Data in CERIF maintain their individual character.

cerif-evolution

CERIF in Brief should give an idea about CERIF and its range. For more detailed technical information the CERIF specification documents at the euroCRIS website should be consulted. Additional CERIF in Briefs are currently discussed for further target groups.

REF Reporting Profile in CERIF (Terms)

This post continues from the REF Reporting Profile in CERIF (Vocab). It elaborates on the employed vocabulary terms and their application within a context (following the underlying CERIF model). To indicate the employed CERIF entities, formal path mappings are presented. All defined terms in CERIF are formally recognised and thus replicated by their identifier, i.e. cfClassId value:

  • REF Multiple Submission Categories
    cfOrgUnit.cfOrgUnit_Class.cfClassId=”multipleSubmissionA”
    cfOrgUnit.cfOrgUnit_Class.cfClassId=”multipleSubmissionB”
    cfOrgUnit.cfOrgUnit_Class.cfClassId=”multipleSubmissionC”
    cfOrgUnit.cfOrgUnit_Class.cfClassId=”multipleSubmissionD”
  • REF Organisation Types
    cfOrgUnit.cfOrgUnit_Class.cfClassId=”institution”
    cfOrgUnit.cfOrgUnit_Class.cfClassId=”unitOfAssessment”
    cfOrgUnit.cfOrgUnit_Class.cfClassId=”group”
    cfOrgUnit.cfOrgUnit_Class.cfClassId=”employingOrganisation”
    cfOrgUnit.cfOrgUnit_Class.cfClassId=”publisher”
  • REF Organisation Categories
    cfOrgUnit.cfOrgUnit_OrgUnit.cfClassId=”UoA”
  • REF Action Types
    cfOrgUnit.cfOrgUnit_Class.cfClassId=”actionUpdate”
    cfOrgUnit.cfOrgUnit_Class.cfClassId=”actionOverwrite”
    cfOrgUnit.cfOrgUnit_Class.cfClassId=”actionDelete”
    cfPers.cfPers_Class.cfClassId=”actionUpdate”
    cfPers.cfPers_Class.cfClassId=”actionOverwrite”
    cfPers.cfPers_Class.cfClassId=”actionDelete”
    cfResPubl.cfResPubl_Class.cfClassId=”actionUpdate”
    cfResPubl.cfResPubl_Class.cfClassId=”actionOverwrite”
    cfResPubl.cfResPubl_Class.cfClassId=”actionDelete”
    cfResPat.cfResPat_Class.cfClassId=”actionUpdate”
    cfResPat.cfResPat_Class.cfClassId=”actionOverwrite”
    cfResPat.cfResPat_Class.cfClassId=”actionDelete”
    cfResProd.cfResProd_Class.cfClassId=”actionUpdate”
    cfResProd.cfResProd_Class.cfClassId=”actionOverwrite”
    cfResProd.cfResProd_Class.cfClassId=”actionDelete”
    cfEvent.cfEvent_Class.cfClassId=”actionUpdate”
    cfEvent.cfEvent_Class.cfClassId=”actionOverwrite”
    cfEvent.cfEvent_Class.cfClassId=”actionDelete”
    cfMeas.cfMeas_Class.cfClassId=”actionUpdate”
    cfMeas.cfMeas_Class.cfClassId=”actionOverwrite”
    cfMeas.cfMeas_Class.cfClassId=”actionDelete”
    cfSrv.cfSrv_Class.cfClassId=”actionUpdate”
    cfSrv.cfSrv_Class.cfClassId=”actionOverwrite”
    cfSrv.cfSrv_Class.cfClassId=”actionDelete”
  • REF Person Names Scheme
    cfPers.cfPersName_Pers.cfClassId=”surname”
    cfPers.cfPersName_Pers.cfClassId=”initials”
    cfPers.cfPersName_Pers.cfClassId=”name”
  • REF Identifier Types
    cfFedId.cfFedId_Class.cfClassId=”hesaStaffIdentifier”
    cfFedId.cfFedId_Class.cfClassId=”staffIdentifier”
    cfFedId.cfFedId_Class.cfClassId=”articleNumber”
    cfFedId.cfFedId_Class.cfClassId=”doi”
    cfFedId.cfFedId_Class.cfClassId=”patentNumber”
  • REF Staff Categories
    cfPers.cfPers_Class.cfClassId=”categoryA”
    cfPers.cfPers_Class.cfClassId=”categoryC”
  • REF Contract Types
    cfOrgUnit.cfPers_OrgUnit.cfClassId=”contractedFte”
    cfOrgUnit.cfPers_OrgUnit.cfClassId=”isResearchFellow”
    cfOrgUnit.cfPers_OrgUnit.cfClassId=”isEarlyCareerResearcherFalse”
    cfOrgUnit.cfPers_OrgUnit.cfClassId=”isEarlyCareerResearcherTrue”
    cfOrgUnit.cfPers_OrgUnit.cfClassId=”isOnFixedTermContract”
    cfOrgUnit.cfPers_OrgUnit.cfClassId=”isOnSecondment”
    cfOrgUnit.cfPers_OrgUnit.cfClassId=”isOnUnpaidLeave”
  • REF Staff Measurements
    cfPers.cfPers_Meas.cfClassId=”isNonUKBased”
    cfPers.cfPers_Meas.cfClassId=”earlyCareerStartDate”
    cfPers.cfPers_Meas.cfClassId=”totalPeriodOfAbsence”
    cfPers.cfPers_Meas.cfClassId=”numberOfQualifyingPeriods”
    cfPers.cfPers_Meas.cfClassId=”categoryCexplanatoryText”
    cfPers.cfPers_Meas.cfClassId=”complexOutputReduction”
    cfPers.cfPers_Meas.cfClassId=”circumstanceExplanation”
  • REF Staff Circumstance Identifiers
    cfMeas.cfMeas_Class.cfClassId=”circumstanceIdentifier1″
    cfMeas.cfMeas_Class.cfClassId=”circumstanceIdentifier2″
    cfMeas.cfMeas_Class.cfClassId=”circumstanceIdentifier3″
    cfMeas.cfMeas_Class.cfClassId=”circumstanceIdentifier4″
    cfMeas.cfMeas_Class.cfClassId=”circumstanceIdentifier5″
    cfMeas.cfMeas_Class.cfClassId=”circumstanceIdentifier6″
    cfMeas.cfMeas_Class.cfClassId=”circumstanceIdentifier7″
    cfMeas.cfMeas_Class.cfClassId=”categoryCCircumstances”
  • REF Sensitivity States
    cfPers.cfPers_Class.cfClassId=”isSensitive”
    cfResPubl.cfResPubl_Class.cfClassId=”isSensitive”
    cfResProd.cfResProd_Class.cfClassId=”isSensitive”
    cfResPat.cfResPat_Class.cfClassId=”isSensitive”
    cfEvent.cfEvent_Class.cfClassId=”isSensitive”
  • REF Staff Research Groups
    cfPers.cfPers_OrgUnit.cfClassId=”group1″
    cfPers.cfPers_OrgUnit.cfClassId=”group2″
    cfPers.cfPers_OrgUnit.cfClassId=”group3″
    cfPers.cfPers_OrgUnit.cfClassId=”group4″
  • REF Output Categories
    cfResPubl.cfResPubl_Class.cfClassId=”isPendingPublication”
    cfResProd.cfResProd_Class.cfClassId=”isPendingPublication”
    cfResPat.cfResPat_Class.cfClassId=”isPendingPublication”
    cfEvent.cfEvent_Class.cfClassId=”isPendingPublication”
    cfResPubl.cfResPubl_Class.cfClassId=”isNonEnglishLanguage”
    cfResProd.cfResProd_Class.cfClassId=”isNonEnglishLanguage”
    cfResPat.cfResPat_Class.cfClassId=”isNonEnglishLanguage”
    cfEvent.cfEvent_Class.cfClassId=”isNonEnglishLanguage”
    cfResPubl.cfResPubl_Class.cfClassId=”isInterdisciplinary”
    cfResProd.cfResProd_Class.cfClassId=”isInterdisciplinary”
    cfResPat.cfResPat_Class.cfClassId=”isInterdisciplinary”
    cfEvent.cfEvent_Class.cfClassId=”isInterdisciplinary”
    cfResPubl.cfResPubl_Class.cfClassId=”isDuplicateOutput”
    cfResProd.cfResProd_Class.cfClassId=”isDuplicateOutput”
    cfResPat.cfResPat_Class.cfClassId=”isDuplicateOutput”
    cfEvent.cfEvent_Class.cfClassId=”isDuplicateOutput”
    cfResPubl.cfResPubl_Class.cfClassId=”isOutputCrossReferred”
    cfResProd.cfResProd_Class.cfClassId=”isOutputCrossReferred”
    cfResPat.cfResPat_Class.cfClassId=”isOutputCrossReferred”
    cfEvent.cfEvent_Class.cfClassId=”isOutputCrossReferred”
    cfResPubl.cfResPubl_Class.cfClassId=”proposedDoubleWeighting1″
    cfResProd.cfResProd_Class.cfClassId=”proposedDoubleWeighting1″
    cfResPat.cfResPat_Class.cfClassId=”proposedDoubleWeighting1″
    cfEvent.cfEvent_Class.cfClassId=”proposedDoubleWeighting1″
    cfResPubl.cfResPubl_Class.cfClassId=”proposedDoubleWeighting2″
    cfResProd.cfResProd_Class.cfClassId=”proposedDoubleWeighting2″
    cfResPat.cfResPat_Class.cfClassId=”proposedDoubleWeighting2″
    cfEvent.cfEvent_Class.cfClassId=”proposedDoubleWeighting2″
    cfResPubl.cfResPubl_Class.cfClassId=”reserveOutput1″
    cfResProd.cfResProd_Class.cfClassId=”reserveOutput1″
    cfResPat.cfResPat_Class.cfClassId=”reserveOutput1″
    cfEvent.cfEvent_Class.cfClassId=”reserveOutput1″
    cfResPubl.cfResPubl_Class.cfClassId=”reserveOutput2″
    cfResProd.cfResProd_Class.cfClassId=”reserveOutput2″
    cfResPat.cfResPat_Class.cfClassId=”reserveOutput2″
    cfEvent.cfEvent_Class.cfClassId=”reserveOutput2″
    cfResPubl.cfResPubl_Class.cfClassId=”reserveOutput3″
    cfResProd.cfResProd_Class.cfClassId=”reserveOutput3″
    cfResPat.cfResPat_Class.cfClassId=”reserveOutput3″
    cfEvent.cfEvent_Class.cfClassId=”reserveOutput3″
    cfResPubl.cfResPubl_Class.cfClassId=”reserveOutput4″
    cfResProd.cfResProd_Class.cfClassId=”reserveOutput4″
    cfResPat.cfResPat_Class.cfClassId=”reserveOutput4″
    cfEvent.cfEvent_Class.cfClassId=”reserveOutput4″
    cfResPubl.cfResPubl_Class.cfClassId=”hasConflictsOfInterests”
    cfResProd.cfResProd_Class.cfClassId=”hasConflictsOfInterests”
    cfResPat.cfResPat_Class.cfClassId=”hasConflictsOfInterests”
    cfEvent.cfEvent_Class.cfClassId=”hasConflictsOfInterests”
    cfMeas.cfMeas_Class.cfClassId=”outputNumber1″
    cfMeas.cfMeas_Class.cfClassId=”outputNumber2″
    cfMeas.cfMeas_Class.cfClassId=”outputNumber3″
    cfEvent.cfEvent_Class.cfClassId=”outputNumber4″
    cfResPubl.cfResPubl_OrgUnit.cfClassId=”crossReferToUoA”
    cfResProd.cfResProd_OrgUnit.cfClassId=”crossReferToUoA”
    cfResPat.cfResPat_OrgUnit.cfClassId=”crossReferToUoA”
    cfEvent.cfEvent_OrgUnit.cfClassId=”crossReferToUoA”
    cfResPubl.cfResPubl_OrgUnit.cfClassId=”publisher”
    cfResProd.cfResProd_OrgUnit.cfClassId=”publisher”
    cfResPat.cfResPat_OrgUnit.cfClassId=”publisher”
    cfEvent.cfEvent_OrgUnit.cfClassId=”publisher”
    cfResPubl.cfResPubl_ResPubl.cfClassId=”volume”
  • REF Output Types
    cfResPubl.cfResPubl_Class.cfClassId=”outputTypeA”
    cfResPubl.cfResPubl_Class.cfClassId=”outputTypeB”
    cfResPubl.cfResPubl_Class.cfClassId=”outputTypeC”
    cfResPubl.cfResPubl_Class.cfClassId=”outputTypeR”
    cfResPubl.cfResPubl_Class.cfClassId=”outputTypeD”
    cfResPubl.cfResPubl_Class.cfClassId=”outputTypeE”
    cfResPubl.cfResPubl_Class.cfClassId=”outputTypeU”
    cfResProd.cfResProd_Class.cfClassId=”outputTypeL”
    cfResProd.cfResProd_Class.cfClassId=”outputTypeP”
    cfEvent.cfEvent_Class.cfClassId=”outputTypeI”
    cfEvent.cfEvent_Class.cfClassId=”outputTypeM”
    cfResPat.cfResPat_Class.cfClassId=”outputTypeF”
    cfResProd.cfResProd_Class.cfClassId=”outputTypeK”
    cfResPubl.cfResPubl_Class.cfClassId=”outputTypeN”
    cfResPubl.cfResPubl_Class.cfClassId=”outputTypeO”
    cfResProd.cfResProd_Class.cfClassId=”outputTypeG”
    cfResPubl.cfResPubl_Class.cfClassId=”outputTypeH”
    cfResProd.cfResProd_Class.cfClassId=”outputTypeQ”
    cfResProd.cfResProd_Class.cfClassId=”outputTypeS”
    cfResProd.cfResProd_Class.cfClassId=”outputTypeT”
  • REF Output Measurements
    cfResPubl.cfResPubl_Meas.cfClassId=”numberOfAdditionalAuthors”
    cfResPubl.cfResPubl_Meas.cfClassId=”additionalInformation”
    cfResPubl.cfResPubl_Meas.cfClassId=”doubleWeightingStatement1″
    cfResPubl.cfResPubl_Meas.cfClassId=”doubleWeightingStatement2″
    cfResPubl.cfResPubl_Meas.cfClassId=”conflictedPanelMembers”
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”researchGroup”
    cfPers.cfPers_ResPubl.cfClassId=”outputNumber1″
    cfPers.cfPers_ResPubl.cfClassId=”outputNumber2″
    cfPers.cfPers_ResPubl.cfClassId=”outputNumber3″
    cfPers.cfPers_ResPubl.cfClassId=”outputNumber4″
  • REF Organisation Measurements
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”degreesAwarded”
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”researchDoctoralsAwarded”
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”income2008″
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”income2009″
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”income2010″
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”income2011″
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”income2012″
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”statement”
  • REF Income Source Identifiers
    cfMeas.cfMeas_Class.cfClassId=”income”
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”source1″
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”source2″
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”source3″
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”source4″
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”source5″
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”source6″
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”source7″
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”source8″
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”source9″
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”source10″
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”source11″
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”source12″
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”source13″
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”source14″
  • REF Income Kind Source Identifiers
    cfMeas.cfMeas_Class.cfClassId=”incomeKind”
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”source14″
    cfOrgUnit.cfOrgUnit_Meas.cfClassId=”source15″
  • REF Impact Statements
    cfSrv.cfSrv_Meas.cfClassId=”statement”
    cfSrv.cfSrv_Meas.cfClassId=”redactedStatement”
  • REF Environment Statements
    cfSrv.cfSrv_Meas.cfClassId=”statement”
    cfSrv.cfSrv_Meas.cfClassId=”redactedStatement”
  • REF Case Studies
    cfSrv.cfSrv_Meas.cfClassId=”caseStudy”
    cfSrv.cfSrv_Meas.cfClassId=”redactedCaseStudy”
  • REF Case Study Categories
    cfMeas.cfMeas_Class.cfClassId=”conflictedPanelMembers”
    cfMeas.cfMeas_Class.cfClassId=”isCaseStudyCrossReferred”
    cfMeas.cfOrgUnit_Meas.cfClassId=”crossReferToUoA”
  • REF Redaction Statuses
    cfMeas.cfMeas_Class.cfClassId=”notRedacted”
    cfMeas.cfMeas_Class.cfClassId=”requiresRedaction”
    cfMeas.cfMeas_Class.cfClassId=”notForPublication”
  • REF Case Study Contacts
    cfPers.cfPers_Meas.cfClassId=”contact1″
    cfPers.cfPers_Meas.cfClassId=”contact2″
    cfPers.cfPers_Meas.cfClassId=”contact3″
    cfPers.cfPers_Meas.cfClassId=”contact4″
    cfPers.cfPers_Meas.cfClassId=”contact5″
    cfPers.cfPers_EAddr.cfClassId=”emailAddress”
    cfPers.cfPers_EAddr.cfClassId=”alternateEmailAddress”
    cfPers.cfPers_EAddr.cfClassId=”phone”
    cfOrgUnit.cfOrgUnit_Pers.cfClassId=”organisation”
    cfOrgUnit.cfOrgUnit_PAddr=”address”
  • REF Units of Assessment 
  • Institution’s Research Group Codes
  • Institution’s Geographic Boundings
  • Institution’s Media Relations
  • Institution’s Job Titles

Where the provided list of terms gives an idea of the range of coverage, it mainly demonstrates the formal CERIF application of a term via cfClassId values within particular entities; each term naturally comes with a human readable name or label that is additionally stored within the CERIF Semantic Layer. For the REF Reporting Profile in CERIF, we decided to not use uuids with the vocabularies, i.e. cfClassIds. This decision was taken for reasons of simplicity with respect to mappings and for a better human readability (most vocabulary terms can be recognised from their Ids and if needed, uuids can still be assigned at a later point). The REF Reporting Profile in CERIF is based on HEFCE’s REF XML requirements (see import example xml file), guided by a data requirements for REF import files  where e.g. the income sources, income kind sources or circumstances are explained, where data types are defined, and where the meaning of each field is explained in some details. Similarly, the Units of Assessment codes (they are an exception – because they are considered as organisational units) and the Output Type codes as defined by HEFCE are consistently replicated within cfClassIds. In addition, each submitting institutions has to submit their research group codes, applied geographic boundings, media relations and their job titles with staff circumstances.

HEFCE’s REF XML file maintains a different structure compared to a CERIF XML structure, and the Ids of the presented vocabulary terms have also been kept (because they are in use and will be used) in order to enable a simple and consistent mapping from HEFCE’s REF XML file to the REF Reporting Profile in CERIF. That is, the element names of HEFCE’s REF XML file are mostly replicated through the vocabulary terms’ Ids as employed with the REF Reporting Profile in CERIF.

The transformation or mapping will be presented in a separate post – it requires the definition of rules. The next post will support understanding and present some XML snippets of the REF Reporting Profile in CERIF.

See: REF Reporting Profile in CERIF (XML snippets)

REF Reporting Profile in CERIF (Vocab)

This post continues from the REF Reporting Profile in CERIF (Entities) and elaborates on the employed vocabularies. With CERIF all vocabularies are maintained in the so-called CERIF Semantic Layer, which allows for the maintenance of multiple vocabularies. Within the Semantic Layer, each term belongs to at least one particular vocabulary or so-called classification scheme. A classification scheme defines the range of terms and could in fact – in more technical terms – also be seen as a term’s namespace.

For the REF Reporting Profile, the following vocabularies (classification schemes) have been defined:

  • REF Multiple Submission Categories
  • REF Organisation Types
  • REF Organisation Categories
  • REF Action Types
  • REF Person Names Scheme
  • REF Identifier Types
  • REF Staff Categories
  • REF Contract Types
  • REF Staff Measurements
  • REF Staff Circumstance Identifiers
  • REF Sensitivity States
  • REF Staff Research Groups
  • REF Output Categories
  • REF Output Types
  • REF Output Measurements
  • REF Organisation Measurements
  • REF Income Source Identifiers
  • RER Income Kind Source Identifiers
  • REF Impact Statements
  • REF Environment Statements
  • REF Case Studies
  • REF Case Study Categories
  • REF Redaction Statuses
  • REF Case Study Contacts
  • REF Units of Assessment
  • Institution’s Research Group Codes
  • Institution’s Geographic Boundings
  • Institution’s Media Relations
  • Institution’s Job Titles

Thus, each classification scheme from this list contains multiple vocabulary terms, e.g. Update, Overwrite, Delete with REF Action Types, or e.g. HESA Staff Identifier, Staff Identifier, Article Number, DOI, Patent Number with REF Identifier Types. The terms and the schemes have been defined following the REF Submission requirements.

The subsequent post will elaborate on the applied REF terms and their application with particular CERIF entities. That is, the context in which they occur following the CERIF model, e.g. Update may be required with a staff record, i.e. concerns a person (cfPers.Pers_Class.), or at an institution (cfOrgUnit.OrgUnit_Class), or with an output (cfResPubl.ResPubl_Class), etc. Another example would be, e.g. the HESA Staff Identifier (a federated identifier) belongs to a person (cfPers.cfFedId.cfFedId), whereas the DOI (a federated identifier) comes with a publication (cfResPubl.cfFedId.cfFedId).

See: REF Reporting Profile in CERIF (Terms)

Two Peas in a Pod (CASRAI and CERIF)

casrai-logo

CASRAI – the Consortia Advancing Standards in Research Administration Information is a non-profit standards development organisation representing an international commmunity of leading research funders and institutions. These collaborate to ensure seamless interoperability of research information. CASRAI develops a dictionary for relevant community profiles, such as: Research Activity Profile; Reseach Personnel Profile, Academic Funding CV, Non-academic Funding CV, Student CV, Abridged CV.

Here we present some notes from the recent CASRAI UK Summit convened by CASRAI and JISC in London, where priority areas for a CASRAI UK ‘chapter’ were identified:

  • Ethics Review
  • Data Management Plans
  • Authoritative Lists
  • Open Access Reporting
  • Research Contributions (Outputs, Outcomes, Impacts)

CERIF Logo

At the summit, the first results of an ongoing collaborative work - CASRAI Profiles in CERIF – undertaken by Thorsten Höllrigl (AVEDAS), Brigitte Jörg (JISC ISC, UKOLN; euroCRIS) and David Baker (CASRAI; euroCRIS) were presented. Following a default business setup, the first steps of a CASRAI to CERIF mapping are done – directed by and guided through the CASRAI Profiles as available from the online Dictionary.

Transforming a CASRAI profile into CERIF requires at first the selection of CERIF entities (1), these indicate the context that a CASRAI profile covers (2).

casrai-cerif

(1) Selected CERIF entities for the CASRAI Activity Profile

As to CERIF, any dictionary or vocabulary terms are maintained in the so-called CERIF Semantic Layer; it encourages the use of multiple vocabularies.

casrai-activity-profile-in-cerif

(2) CASRAI Activity profile in CERIF

The CASRAI/CERIF mappings are being continued and you will find more here, soon.

REF Reporting Profile in CERIF (Entities)

This post continues from the REF Reporting Profile in CERIF (Intro) and elaborates on the employed CERIF entities for the REF reporting format. Building a profile in CERIF requires at first the identification of the relevant entities and their relationships.

cerif_entities_REF-profile

Selected CERIF entities for the REF Reporting Profile

The green squares and lines represent the CERIF REF Reporting Profile. In the formal CERIF model also relationships are entities. They are called link entities, maintain a semantically agnostic name (syntax) and link entities such as e.g. person with organisation (cfPerson_OrganisationUnit) or project (cfPerson_Project). In formal CERIF terms, each entity and each relationship has a defined name, i.e. syntax.

The formal definition of the REF Reporting Profile in CERIF requires an aggregation of the relevant entities to describe the concepts – these are as follows:

  • Institution: cfOrgUnit, cfOrgUnit_OrgUnit, cfOrgUnit_Class
  • Staff: cfPers, cfPersName, cfPersName_Pers, cfPers_Class, cfPers_OrgUnit, cfPers_ResPubl, cfPers_ResPat, cfPers_ResProd, cfPers_Event
  • Outputs: cfResPubl, cfResPubl_Class, cfResPubl_cfResPubl
  • Outputs: cfResProd, cfResProd_Class, cfResProd_ResProd, cfResPubl_ResProd
  • Outputs: cfResPat, cfResPat_Class, cfResPat_ResPat, cfResPubl_ResPat
  • Outputs: cfEvent, cfEvent_Class, cfResPubl_Event
  • Environments, Circumstances, Impact, Case Studies: cfMeas, cfMeas_Class, cfSrv_Meas, cfOrgUnit_Meas, cfPers_Meas, cfResPubl_Meas, cfResProd_Meas, cfResPat_Meas
  • Submission Contacts: cfEAddr, cfPers_EAddr, cfOrgUnit_PAddr
  • Submission Contacts: cfPAddr, cfPers_PAddr, cfOrgUnit_PAddr
  • Federated Identifiers: cfFedId
  • Employed Vocabularies: cfClass, cfClassScheme

Having selected the profiles’ entities, requires in a next step the employment of vocabularies. The vocabulary terms allow for a meaningful labelling of the link entities, such as: Manager in cfProj_Pers, or cfPers_OrgUnit, or e.g. Author in cfPers_ResPubl.

See: REF Reporting Profile in CERIF (Vocab)

 

REF Reporting Profile in CERIF (Intro)

This is to inform, there is a REF Reporting Profile available in CERIF-XML which is being prepared for its addition to the REF submission system during the first half of 2013. The REF submission system will be opened for institution’s to start preparing their submissions to the REF 2014 from late January 2013.

A multitude of ongoing related activities in the UK are in need of clarity over concepts and definitions (see also results from the CiA workshop) that allow for a meaningful and formal description of its certain concerned aspects within the Research ecosystem. These are often concerned with Research information and data exchange and to achieve interoperability. This contribution introduces the concepts applied with reporting to the REF – hence the REF Reporting Profile and explains how these REF reporting concepts have been formally described in CERIF-XML. The idea is to introduce the different employed modules stepwise and in the end aggregate them within one new post.

The REF requires reporting of information on behalf of institutions. One institution may have multiple submissions to different REF panels or so-called Units of Assessment. The REF reporting concepts are:

  • institution
  • group
  • staff
  • circumstances
  • outputs
  • environments
  • income
  • impact
  • case studies
  • submission contacts

The Research Excellence Framework (REF) is the new system for assessing the quality of research in UK higher education institutions (HEIs). It will replace the Research Assessment Exercise (RAE) and will be completed in 2014. UK Universities are currently very busy preparing their data for the January submission in different formats (e.g. xml, xsd, accdb, mdb).

On behalf of Jisc, this contribution resulted from a collaboration between Gareth Edwards (HEFCE) and Brigitte Jörg (UKOLN, euroCRIS). The former is very familiar with the REF submission system, conceps and requirements, and has been involved in multiple previous RAE submissions. The latter has been leading the CERIF task group at euroCRIS for many years, and recently joined UKOLN in the role of the CERIF National Coordinator with the Jisc Innovation Support Center, and was involved in various related UK projects such as R4R and MICE.

See: REF Reporting Profile in CERIF (Entities)