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Dr Simon Kerridge RMAS Steering Group

Dr Simon Kerridge RMAS Steering Group. Funding Context. Financial pressures on HEIs Efficiency Agenda Vfm in Research Shared Services. RMAS Feasibility Study 2009. Cashable Benefits Staff efficiencies: 10-20% Non-cashable Benefits Free research active staff Enable growth

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Dr Simon Kerridge RMAS Steering Group

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  1. Dr Simon Kerridge RMAS Steering Group

  2. Funding Context • Financial pressures on HEIs • Efficiency Agenda • Vfm in Research • Shared Services

  3. RMAS Feasibility Study 2009 Cashable Benefits • Staff efficiencies: 10-20% Non-cashable Benefits • Free research active staff • Enable growth • Better management Info • Data exchange efficiencies

  4. RMAS Benefits Analysis 2012 Productivity gains • £75k per RMAS module Qualitative Benefits • Enable growth • Improved data quality • Flexible platform for future developments

  5. Universities Modernisation Fund HEFCE approach: • Could have left to the market • Focusing public funds to: • share risk • accelerate timescales and • tailor to HEIs’ needs • helping address the cultural issues

  6. Universities Modernisation Fund • £½m benchmarking • £1m shared services • £6m procurement • £2½m Admin applications • £10m data centres and research applications

  7. UMF Delivery RMAS: • RMAS product suite • Data integration and standards • Pilot HEI efficiencies • Cloud based delivery model UMF Programme: • £14.9m efficiencies – Year 1

  8. HEFCE vision

  9. What is RMAS? • RMAS is NOT a single, off-the-shelf system • But it is: • A procurement framework containing the ‘best-of-breed’ research systems on the market, • plus a set of free integration tools and methodologies, • being built around a data standard for research information, CERIF

  10. How does that help you?

  11. How does RMAS help you?

  12. How does that help you?

  13. Then, when adding or upgrading…

  14. What has the RMAS Project Done? • created a procurement framework containing products that meet your needs – select & buy! • developed a set of free tools and ‘how-to guides’ so you can integrate your systems and data – no need to re-invent the wheel! • Enhanced CERIF to include more data sets, created CERIF conversion tools & convinced suppliers to develop their systems to communicate via CERIF.

  15. RMAS Procurement RMAS Launch Event, July 10th, 2012

  16. Why Create the RMAS Procurement Framework • RMAS Feasibility Studies 2008/9 • Clear demand • Similar customer requirements • Improve the procurement process for the sector • Create a collaborative environment • Issues of coverage and integration • Lack of clarity on standards

  17. Benefits of the Framework • The average OJEU timetable of 6-9 months can be reduced to 4 weeks or less • There are no full tenders to assess - suppliers can be appointed through mini-competitions • Pre-agreed Terms and Conditions provide solid contractual safeguards and reduced professional legal costs, while allowing amendments to suit particular projects

  18. What it Means in £££££

  19. Further Benefits of the Framework • You can access the Framework for free • Long-term relationships between clients and suppliers through a framework encourage improvements in service • Having several suppliers allows flexibility to cater for a range of requirements, and maintains competition • Frameworks help to maintain security of supply • Capture of knowledge and best practice

  20. Who Can Use the Framework • Educational Establishments in England and Wales including Schools, Universities and Colleges • Scottish Further and Higher Education Bodies • Further and Higher Education in Northern Ireland • Central Government Departments, Executive Agencies and NDPBs • Welsh Public Bodies National Assembly for Wales, Welsh Assembly Government and Welsh Local Authorities

  21. How to Use the Framework

  22. RMAS Framework Lots

  23. RMAS Framework Suppliers

  24. Deployment Options • On campus • Cloud based • Integration options • Supplier web services where they exist • Create your own adapter • Use the Nexus ESB

  25. Management of the Framework • Moving toward CERIF compliance • Integration using recognised standards and processes • Improvements for customers

  26. RMAS Integration RMAS Launch Event, July 10th, 2012

  27. http://source.rkt.clients.switchsystems.co.uk/intro.php RMAS Launch Event, July 10th, 2012

  28. The Role of CERIF in RMAS RMAS Launch Event, July 10th, 2012

  29. What is CERIF? Common European Research Information Format An EC-Recommendation to Member States Development since late 1980s The responsibility of euroCRIS since 2002 CERIF

  30. The CERIF Evolution CERIF 1.5 (XML) CERIF 1.5 CERIF 2006 / 2008 Model CERIF 1.3 Funding Equipment Facility Link Base Base Infrastructure Link ExpertiseAndSkills Semantics Similar Ideas UN/UNESCO OECD CODATA Semantics Language Language 2ndLevel 2ndLevel Service Qualification Measurement GEO FOR MA L SEMANT IC S Prize ElectronicAddresse EU Working Group on Research Databases Workshop CERIF 2000 Model CV Roles PostalAddress EXPERTISE OrgUnit PERSON • - Data Model • Infrastructure - Facility, Equipment, Service • - Measurement & Indicator • - Entities and Link Tables • Geographic Bounding Box- CERIF 1.3 Vocabulary • - UUIDs - Terms - Schemes CERIF 91 PROJECT Citation RESULTS EQUIPMENT PROJECT CLASSIFICATION Acronym: ERGO Participant: Keith Jeffery, Anne Asser son, many more Organisations: Rutherford Appleton, Uni- versity of Bergen, … • - Data Model • Model Normalization • - Robust/Consistent Structure • - Extensible Structure • - Semantic Layer • XML Exchange Specification- Elaboration on Publication • CERIF Core Semantics (2008 1.2) Metrics Indicator Measurement Country • Data Model - Multilinguality- Controlled Vocabulary- Roles / Types- User-driven • EC Recommendation to Member States Event Language + Linked Data Currency • - Networking of DBs • Exchange of Records • EC Recommendation to Member States + CERIF Ontology 2012 2006 2008 1987 1991 2000

  31. Common European Research Information Format • A formal Model ofthe Research Domain • Research Entities • Relationships • (Contexts) • EnablesContextualVocabularies(i.e. Semantics) CERIF

  32. Common European Research Information Format Research Context: Finance, Funding, Output, HR, Project-MM, Infrast... CERIF

  33. Common European Research Information Format Research Contexts: Finance, Funding, Output, HR, Project-MM, Infrast .. CERIF

  34. A particular use-case (context) OrgUnit M Part of member Person A OrgUnit O employee member OrgUnit N Part of Project leader Project P author owns IPR Publication X CERIF

  35. The RMAS use-cases (areas) • Human Resources • Projects • Outputs • Finance • Students Funding X budget agreement OrgUnit A Measure Y performance member Project P income / expenditure employer owns IPR Person P result Output X peer-reviewed author CERIF

  36. CERIF for N use-cases • Formal Syntax • DeclaredSemantics i.e. open toanyvocabulary ... A, B, C, D, E, ... X, Y, Z Funding D C OrgUnit Measure B A Project E X Z Person G F Output Y CERIF

  37. Benefits of employing CERIF Funding Learning Finance Output HR Project Infrastructure Standardisation allows for re-use; saves time, thus costs CERIF

  38. Benefits of employing CERIF • a tangibleformalmodel • forre-use, communication, comparison • tosupportinteroperability, exchange • tosupportareaidentification, processmodeling, vocabularydevelopment • itscales; is open foranyvocabularies Standardisation allows for re-use; saves time, thus costs CERIF

  39. Benefits of employing CERIF with RMAS In areas: HR, Project, Output, Finance, Students (byanalysisofexistingsystems) (comparabletosupplierproducts) • entityidentificationanddisambiguation • entityrelationshipidentification • vocabularyidentification • (quality) vocabularydefinition CERIF

  40. Results from euroCRIS/RMAS collaboration Also imported in part vocabularies from CASRAI, CIA project, CERIF itself, HESA CERIF-driven RMAS Vocabularies • Persons: Title, Qualification, Contact Type, Event Involvement, Employment Type, Professional Relationship, Output Contribution, Degree Level of Study, Person Project Role • Projects: Activity Type; Subtype, Organisation Project Role, ActivityFunding Type, Activity Status, ActivityFinanceCategory, ActivityFinanceCategoryAmount • Outputs: Output Type, Publication Status, Peer-Review, Output Quality Level, Output Output Relationship, Open Science Cost • Finance: Funder Type, Funding Source Type • Students:-> Person-Person Role, -> Output Type • Overall: Verification Status CERIF

  41. Results from euroCRIS / RMAS collaboration CERIF-driven RMAS Vocabularies • Will be formalized in latest CERIF XML • A starting point for suppliers • Have been published on www.euroCRIS.org • Will be supported by RMAS SAC* • SAC = Supplier Agnostic Connector CERIF

  42. RMAS Pathfinders • University of Kent • Simon Kerridge • University of Sunderland • Kevin Ginty • University of Exeter • Steve Trowell • Or contact JISC Advance - Simon Foster

  43. University of Kent • Research Led • ~£12M, ~600 proposals

  44. University of Kent ROS REF DCS Je-S, eGAP, EPSS.. External Data sources (UKRISS) Funding Sourcing Academic Expertise Reporting Costing & Financial Proposal Management Outputs & Outcomes Post Award Financial Planning HR SIS/PGR Finance

  45. University of Kent ROS REF DCS Je-S, eGAP, EPSS.. External Data sources (UKRISS) Funding Sourcing Academic Expertise Research Professional Reporting Costing & Financial pFACT Proposal Management Microsoft Reporting Services Outputs & Outcomes EPrints Post Award Financial Planning HR SIS/PGR Finance PSE In-house Cognos Agresso

  46. University of Kent ROS REF DCS Je-S, eGAP, EPSS.. External Data sources (UKRISS) Funding Sourcing Academic Expertise Communication Bus Reporting Costing & Financial Proposal Management Outputs & Outcomes Post Award Financial Planning HR SIS/PGR Finance

  47. University of Kent • Challenge: Connect everyone to everyone • Different suppliers • Different technologies • Different data schemas Start small Release often Build a community RMAS CERIF Proposal-created Proposal-updated Proposal-removed Proposal-submitted Proposal-approved Proposal-rejected

  48. University of Sunderland • Research Active • ~£2M, ~100 proposals

  49. CRM Workflow Academic Expertise Funding Sourcing Tool Electronic Document Management Central Enterprise Service Bus Proposal Management Costing & Financial Management Post Award Management Outputs & Outcomes Proposal Management Costing & Financial Management Local ESB

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