 Rwy'n cael ei wneud yw'r h offline i leiwch ar gyhoeddfa erbyn seroedol gan gweithio, ac yn byw'ch i'r gweithio i'r moghwyr, mae'n raddw i'r gweithio a gweithio'n llun i'r gweithio'n gweithio. Rwy'n cael eu gweld bod hynny'n gallu'n cael ei wneud. Dwi ddim yn ymgylchedd ac wrth hyn bynnag Ben showers. Daeth yw gwneud i'r gyfweld ffyrdd o'r UK. Rwy'n cael eu bod yn y rhan o'r golyde a'r maeddi arfery hangdo. mae'r eu pethau arall o fewn amddangos. Mae rôl i'n ei d Perm yn y Ffordd y Dyniad, felly mae'r gwał pwysig, mae'n gweithio i'r holl ym Jordan, yng Nghymru, ac mae'n fanywch ym Mhysywyd Gwasanaethu, mae'n fanywch i cutoeddach i'r bwysig a'n defnyddio chi fod yn fwy cymdeithas hynny, sy'n berthynatod o'i cymdeithas yn gweithio. Mae'r gwaith o fforddau, mae'r cyrfryd yn gyd, mae'r cyrfryd yn gweithio. Mae ymdoES yw ni'n ysgawdd iawn. Yn dweud y pethau bywyd yn cerdderoedd, mae'n sicrhau bod I have the best questions on the train home after a conference. Felly, mae'r cwestiwn yn chweithio, ac mae'n g兴er y bap unveiled o gweithiau yn y bap, mae'r cyllid yn defnyddio am yr email. Mae'n gweithaf y gallwch chi'n gwneud ymddangos o Gysg, ond mae'n gwneud yn gwneud y Gysg, nad yna dwi'n fydd fadeb. I thought I'd very briefly just kind of give you the high level kind of stuff. So JISC is obviously a UK organisation. We're there really to support higher and further education, so universities and colleges within the UK to support them in the use of digital technologies for learning, teaching and research. So our vision, our mission is to make the UK the most digitally advanced education sector in the world. That's what we're there to do. JISC used to be a kind of quasi-governmental body. So we used to have, you know, sit under hefty, the higher education funding council within and the other funding councils for Wales and Scotland within UK. We're now a charity. So while we're still almost entirely government funded, we have charitable status. So that gives us a bit more flexibility that allows us to do more things. JISC has, in transforming into a charity, JISC also looked at its internal structure as well. So JISC now has four kind of key divisions. And they are technology and infrastructure. So that would include Janet, the joint academic network, so the network that all universities and colleges use in the UK. Content and discovery. So that includes things like JISC collections that negotiate licences on behalf of the sector. Then there's futures, which is my division, the bit that I sit in. So that's looking at horizon scanning, understanding the kind of challenges, the opportunities that are sitting out there on the horizon and working with institutions to understand their requirements and their needs. And then finally, we have customer experience, which has a kind of dual role. That's both marketing and comms within JISC, and also the kinds of advice and guidance, those kinds of training services that JISC offer to the community as well. So things like JISC leave them and stuff like that. So that's JISC. JISC is one organisation with those four kind of key divisions within it. So I plan to talk for about 40 minutes, I reckon, and that depends on how much I kind of go off topic. But I think around about 40 minutes, I'm very conscious of the fact that I stand between you and lunch, and that's not a great place to be situated. So I'll talk for about 40 minutes, and then we can take questions and things like that at the end. I'm not going to start by telling you about the project that I'm here to talk about, about CASRAE. I'm going to start by talking about the context, the reasons why we're engaging in this project, why we're collaborating with this organisation called CASRAE. So I'm going to give you a bit of context, a bit of the landscape about research in the UK, about scholarly communications landscape within the UK, and what the drivers are for some of the work that we're doing around research information management. Then I'm going to give you a bit of background about the organisation CASRAE, who we're working with, we're collaborating with on this particular pilot, on this particular project. I'll also tell you what CASRAE stands for, which will be a crucial part of understanding what CASRAE and the project is hoping to do. I'll then talk to you a bit about the project, a bit about the pilot that the UK is working with CASRAE on. Finally, I want to very briefly touch on some of the implications of this project for other things, other things that GISCA are doing, and other projects that are happening in the UK, but also other things that are happening internationally, some things that you'll probably be aware of, like SHARE, for example, in the US. So I'm not going to dwell on those too much, but I just want to finish by just surfacing those connections, surfacing those implications. Okay, so let me start by talking about research within the UK. So this year, 2014, is the first year that institutions that researchers are submitting their research outputs to a new impact framework called the REF, Research Excellence Framework. I nearly forgot what that meant for a second, and that would have been horrendous. Research Excellence Framework. So this is a new way that the UK government is evaluating, I guess, research outputs, so understanding the impact of those research outputs. And this has been huge. This has effectively transformed the way that institutions are judged within the UK. It's a star rating, I think it's up to five stars or something like that. So if you're an institution, you're putting everything into this. So this year was the first year that they submitted to REFs, and that's a big game changer. The next time will be 2020. UK government also announced yesterday, so hot off the press people, that post 2016, let me just read this out so I don't misquote it, so post 2016, so for the next REF exercise in 2020, articles and conference proceedings that have been peer-reviewed must be deposited in an institutional or subject repository on acceptance for publication. So that's a mandate by the UK government. So post 2016, anything published has to live, once it's been accepted for publication, has to be deposited in an institutional repository effectively. So this year, so running up to 2014, most institutional, their mission, their vision, for managing their research information and reporting is essentially we just have to do this. They just threw everything into this. By 2020, institutions will have to have in place a well-oiled machine. They can't do this on an ad hoc basis anymore. It has to be by 2016 to 2020, this has to become a well-oiled machine, the way that they report this stuff, the way they demonstrate that they're complying to these mandates. And these mandates aren't going to stay still. They're going to be constantly evolving, I suspect, and new ones will be coming in. And the other big thing for the UK research community as well is open access. That's probably the biggest compliance issue for many institutions demonstrating that they're complying to these mandates by the UK government. And at the moment, that's a very difficult thing to do to demonstrate, to be able to get reports out of your systems to demonstrate that information. They're all hand cranked, does it work? And then there's the kind of broader changes as well. So the changes around things like being able to track funding and understand those different sources of funding. So the UK government is no longer necessarily the de facto point at which research, or the place from which researchers get their funding. Increasingly it's coming from industry, from commercial and other non-governmental sources. So being able to track those and understand where those sources are coming from, what the compliance and what the kinds of reporting requirements are from those other funders. Increasingly as well research, as we all know, is becoming increasingly international, interdisciplinary. The project teams are becoming more complex. They're cross-institutional, national, international and so forth. So again, tracking those collaborations, tracking those things is becoming much more complex. And then finally, certainly for UK institutions and our suspects, it's the same around the world, research is one of those big kind of flag-waving things. This is often what the brand of the institution rests upon. And post-2016, coming up to the 2020 REF exercise, that's going to become even more the case. The effort that institutions will want to be putting into this will be enormous. So this is an opportunity for institutions to raise their profile. So you kind of get a sense of those kind of, the changes both within the broader landscape but also within the governmental UK policy landscape as well. At the moment, this is a really basic image, but this is just to give you a kind of understanding of the systems that sit within the university, so those kind of finance, some of the things which are relevant to research reporting, finance, the repository, crisis, so current research information systems, which again at the moment tend to be very uncoordinated ad hoc systems, they also tend to quite often be augmented with spreadsheets and things like that. And then in the kind of research council reporting side of things, those systems there, ROS, research fish and jazz, nothing if not lovers of acronyms, are the kinds of systems that researchers and institutions have to report to. So jazz is the joint e-submissions portal. So if you're a researcher in the UK and you want to have government funding, you want to apply for grants, something like that, you use that system to submit your application. Research fish and jazz are research output systems, so that's telling them what the output of that piece of research was, who the collaborators were, et cetera, et cetera. So that's just a very, very simplistic kind of picture of that relationship between those two institutions, those two sets of systems. Despite, I mean this is incredibly simplified, so I've taken that right down to its very basics, but despite those kind of, what was there, six different systems and ultimately their ecosystems within each of those systems. Lots of other things are plugged in, they're hand cranking stuff from other systems, they've got spreadsheets, et cetera, et cetera. Despite all of this data, despite wallowing in this kind of morass of data, it's almost impossible to get any meaningful analytics or data out of those systems. And that, again, post 2016, when institutions are giving up for the rare from 2020, that's going to become critical. At the moment, it's very hard to get really meaningful, really rich analytics data out of these systems. And ultimately, that's the kind of data that strategic and day-to-day management decisions will be made upon. So if that's the policy, so I've talked about the policy side of things and given you a kind of picture of the system side of things. So the system side of things, as I said, is generally fairly uncoordinated in ad hoc. The systems are pretty immature, as is the particular profession that we're talking about, the people who do this kind of stuff, research information managers. It's a relatively young profession, there's no kind of official qualification, and while they're doing an incredible job against all the odds, they're still doing it against the odds. The odds aren't stacked in their favour, let's put it that way. And as I've said, the systems landscape is complex. You've got local systems, you've got governmental systems, and then you've also got shared systems and other kinds of collaborative systems that institutions are trying to work on to take away some of this burden. So things like Eucris, which is the UK research information system as a shared service. They make an above-campus system for research information management. Similarly, if the institutional context is complex, so is the funder system landscape as well. Multiple reporting systems. There are also other bodies within the UK like HESA, which is the Higher Education Statistics Agency, which also requires institutions to submit data to them as well. And as I said, at the moment, getting information, meaningful data out of these, using these analytical tools is pretty much impossible. It's very hard. So this really is where CASRAE comes in. So CASRAE is a Canadian organisation. It stands for, and I'm going to read this off the slide because I always forget, consortia advancing standards in research, administration and information. So this is really a community-led collaborative membership organisation. It's Canadian. I think the UK is the first international partner. I think they're also looking at other northern European countries and the US as well as potential partners. The UK is their first international partner. What CASRAE does is it maintains and develops and maintains a dictionary, a common data dictionary. So what that means is it really means it advocates on particular standards, on best practice around those standards, on particular vocabularies, particular vocabularies and best practice surrounding those vocabularies for institutions and funders. David Baker, who's the Executive Director, has this wonderful quote. He always says that the research community internationally generally captures largely the same types of data. So it cross almost every single country we capture the same kinds of data. But there are three obstacles that divide us. Meaning, structure and format. Ultimately that's what CASRAE is there to do. Try to define those particular things, the meaning of those words, the vocabularies that we use, the structure of the kinds of reports that we're submitting and using and the format what they look like. The kinds of things that CASRAE tries to define, the terminology that it tries to define are things like... It all relates to the management of research. So things like academic CVs, research grants, the data management plans, controlled vocabularies, authoritative lists, simple things like institutional, authoritative institutional lists and identifiers. So it aims to be a single source, a single point, an unambiguous source for data profiles. By being an unambiguous, a single point of contact for those sorts of things, it also means it can work with multiple... It's agnostic in terms of vendors, it works alongside other standards agencies and other kinds of projects in this space into operability projects. So things like CERIF, there's other projects in the UK that I'll talk about in a minute. It's agnostic in terms of the technology that institutions use as well. Orcid as well. Orcid is a really good example of that if anybody's come from the Orcid presentation this morning. But Orcid is one of those partners that's working with CASRAE so that Orcid would potentially become the ID, the researcher ID that is used within the dictionary. So what JISC and CASRAE were interested in doing was understanding whether the CASRAE approach, whether that idea of this dictionary would be a viable approach for the UK research information management community. With this work, could we pilot this as an approach within the UK? So... And CASRAE was very attractive, given the context that we're talking about, this research landscape that we're talking about and the fluidity of it and the complexity of it, both in terms of the policy landscape and CASRAE is very attractive. So what we're working with CASRAE on is piloting three working groups within the UK to explore three priority areas. So we had a meeting in December of last year, 2013. And that meeting worked with stakeholders and experts across the UK to try to define the kind of priority areas that we should look at. Areas we should work with CASRAE to try to define the kinds of terms, the kinds of vocabularies that we want to use within those areas. And they were the top three areas that we decided we'd focus on were data management plans, authoritative lists, organisational lists for institutions and research reporting. So things like open access reporting, the kind of requirements that surround that. So data management plans were a big one. They were probably the biggest one for obvious reasons. In particular because of the increasing requirements from research funding organisations around having a data management plan in place. How do you demonstrate that you have that in place? How do you report that effectively and seamlessly? So what we're doing is that particular working group is building on the work of the GISCS, the Digital Curation Centre. And they've developed a tool called DMP Online, which is Data Management Plans Online. So it's building on that work to try to use that as a basis for a particular approach to data management plans within the UK for UK institutions. We're also working with the funding councils as well to understand whether or not the DMP Online is fully sufficient. Is there other stuff we should be bringing into that? What are the funding requirements, and how might that change that data management plan? So that's the first part. So that's the first thing we're working with the CASRA Group on. The second are the organisational lists. So what are the best list, organisational list that exist out there already? Are there ones that we can borrow? Such as the Ringgold and so forth. So it's evaluating those, understanding the benefits of those particular ones. And it's also about trying to understand how we make this sustainable. So it's not just something which we make a decision about what will be our authoritative lists, et cetera, et cetera, but how do we make this sustainable? How do we make sure this is updated and this is kept alive? Because that's the other issue as well. And so there are opportunities with CASRA. The CASRA is that one single point whereby things like APIs or machine to machine technology, you can make sure that you're able to keep those sorts of things up to date. And then finally, but maybe most importantly of all, is the research reporting. So the real driver behind this I guess or why this has become such a challenge is because of open access. So the requirements on institutions to report or rather to demonstrate their compliance to these particular mandates. So again this is really to some extent trying to understand what the requirements are from the funding councils, nailing them down on those and then developing a kind of a set of terminology of reporting for that that is applicable to them and that researchers have for example a single profile that then populates all those different systems with whatever information those different systems require. So if you think back to the research, sorry, the funders, Government funders box those three different reporting systems, they're just automatically updated with the kinds of information that those funders need in terms of OA compliance. It's probably also worth just mentioning as well that as a result of that summit where the decisions were made about the three priority working groups there were other things that came up that people thought were very important. So things like ethics, I think ethics reviews research equipment profiles as well but we've stuck with the three highest priority things but they will review those other ones and you know I suspect as well as the landscape changes other priorities will emerge but for the moment it's those three things data management plans, organisational lists and research reporting. So if standards and interoperability isn't enough to get your juices flowing then governance surely is is the next big thing. So the other thing about piloting CASRA in the UK is not just about understanding how we can benefit from having this kind of this dictionary, this kind of single source of unambiguous kind of data profiles and so forth but it's also about understanding how we keep this up to date, how we engage the community in this project as well and how we make that young profession of research information managers a part of this as well. And so the pilot project is also about understanding the governance understanding about how we build up this group of experts and of stakeholders around this particular project. So the CASRA UK working group or national network I think is what it's called starts with a national review circle which is a lovely term I think and that is so in conjunction with the working groups which are kind of the hands on stuff the national review circle is a broader range of people, experts and stakeholders within that group and they review the work of those working groups so they see what those outputs are, they comment on them and they review them. And so it's the working groups who are developing the different outputs the different drafts of the idea and those are then fed up to these circles this broader group of stakeholders and experts and the circle ensures that the standards are fit for purpose ultimately that they are applicable and that they are kind of the sense check layer I guess in that but the circle is really a way to build up that community to a large extent and that's ultimately what this is about it's probably you know we're talking a lot about those kinds of technologies the systems, machine to machine communication, those kinds of things but actually ultimately it probably comes down to the people making sure they have the right kinds of skills and they have the kinds of infrastructure in place that enable them to do the things, the reporting working with the researchers that they need to be doing. So I have another picture for you here so in some ways this is again this is very very simplified this is maybe a kind of end point, this is maybe a kind of picture of where we'd like to get to so you can see there there's the researcher he has the opportunity to submit his information once via a web form which automatically populates the various government databases and systems at the institutional side of things information can come from the repository from the current resource information from the current research information system and from elsewhere and then sitting in between these systems and these end points the place where the data is captured and the research funders tick the boxes and pat everybody on the back sit these different pieces of the puzzle the different schemas that will be used the different semantic layers and the APIs the machine to machine stuff as well so I've talked a bit about CERIF and so RIOX and VIFA OA again other projects that we're working on in the UK VIFA OA is vocabularies for open access so very simply actually that maps really nicely as well to some NISO work that NISO are doing around open access identifiers or indicators I think it's called so essentially it's very similar to the NISO work in terms of developing some shared vocabularies of the way we talk about open access outputs so have you defined them but VIFA OA goes a bit further it also talks about how you describe things like embargo periods and license conditions and things like that RIOX is about repositories again so RIOX is a kind of profile for repository items and again this all feeds into the kind of the way that CASRI is able to be this one point for all of those vocabularies so once those vocabularies have been agreed they can sit in CASRI and essentially be the kind of I was going to say the smooth operating system I'm not sure what that even means but they help ensure that those flows of data go across systems and between systems seamlessly that's the idea at least okay so we started off with a very messy picture my picture actually didn't demonstrate quite how messy it was but you have to imagine that it was a very messy picture this looks messier than my original picture granted but that's because most of this will exist underneath the hood you won't even know that this is there it's not important for researchers or even research information managers to a large extent but what's really important and probably why we're doing all of this kind of stuff is because increasingly well as I said at the beginning there is at the moment no way or no very effective way and certainly not a kind of above campus level where institutions are able to analyse the kinds of data that they're supplying to to research funders to the government etc about compliance so there's no way for institutions to really effectively track where those hotspots are in terms of research where money's coming from where are the real interesting areas where are the collaborations where are those small germs of things those small seeds of things which are looking like they could be the next big thing where the institution might want to think about resources stuff like that and increasingly that's going to become more and more important it's going to become more and more important as well as open access becomes a bigger part of this kind of space as well and the compliance side of things is going to become much more complex so JISC so something like CASRAID can enable those kinds of things to happen much more easily and also happen in different places so JISC monitor is a project which is looking at developing a shared service effectively for UK universities to enable them to kind of get that bigger picture so it has and they're developing a prototype of this service I'm not sure how to describe it I was going to say dashboard I'm not sure if that's quite right but by 2015 they'll have a prototype in place it's literally just started this project and they've developed working with publishers funders universities even developers as well and they've developed four use cases and those use cases are around monitoring publication activity collaboration and in this sense collaboration between systems almost that interoperability between publishers systems institutional systems and so forth compliance so data around compliance and also APCs so article processing charges so the charges that publishers charge for open access publication so institutions are able to track those and the idea is that the the service will be a kind of database a knowledge base for institutional publication activity connecting publishers to the institutional systems analysing publication data to determine whether or not something's compliant with the funder mandate and data on things like how much they've spent on open access charges so at the moment it's very difficult for institutions even to track how much they're spending on institutional sorry APCs on publisher charges for open access so that's the aim of GISC monitor as I say it's very early stages it's just starting right now I mean it'll be an open source prototype open source code prototype and it maps very nicely as well it's trying to do very similar thing to something like share in the US and they had a presentation just before this one so again what I wanted to do in this presentation in a sense was almost talk about the thing so from the UK perspective we're almost starting with the things which will enable those kind of critical pieces of the puzzle that enable things like this to happen so that interoperability standards and those sorts of developments aren't necessarily the most sexiest of things to be talking about but what they enable these kinds of things that can be built on top of them both by the institution themselves but also for the sector as a whole are very exciting so that's something which in the UK we're very very excited about and we're currently again share isn't a very similar kind of position in terms of their timeline they're at the beginning and we're at the beginning so we're collaborating, we're talking with share very very closely okay so I think that's pretty much it so that's pretty much all I wanted to say today really as I say this is still very early days in the UK for a lot of this stuff a lot of the things that I've talked about today in terms of CASRI are still we made the decision about the three priority working groups in December it's now April, April the first honestly no joke so we're right at the beginning of this but ultimately we see something like CASRI and some of those other smaller projects that we've been talking about that will feed into CASRI into the dictionary things like vocabularies for open access things like SERIF as enabling these kinds of services these kinds of systems whatever as national services but also that enable institutions to do stuff at a local level as well so they can understand where their money is going how much they're spending on open access what they're getting from funding into their bodies what types of funders are they getting how is that mix of governmental and industry funding what does that look like and how is that changing over time and what does that mean for their strategy so I've listed a few things up there which you might want to follow up in particular if you go to CASRI.org there's another I should have put it up here I didn't realise until this morning there's one called dictionary.casri.org which is the actual dictionary search interface which is quite nice and you can actually go there and have a look at some of those kinds of profiles that they have in place some of the series stuff and stuff like that and there's a sense of what they do a little bit better than just on their website there's a website for the CASRI UK project on the JISC website and there's some other stuff there as well JISC monitor has no online presence at the moment all I could find about it was a slide share deck from a presentation a few weeks ago so that's probably you're at the cold face here at the cutting edge almost no one else has seen whether back JISC monitor at the moment so some inside news for you there as well I should also say as well that I've I've also been very very lucky that I've got colleagues at JISC who are working very very closely on the CASRI project Rachel Bruce and Varena Bygert who's kind of I almost feel like I'm channeling them I'm their mouthpiece so I should say thank you very much to them and if I'm unable to ask any questions that you might have or if you want any more information about the project then do feel free to contact me but I will probably just pass you on to them because they're much more informed than I am thank you all very much thank you