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Key issues

Briefing papers and Webinars on key issues

  1. Library management system to library services platform. Resource management for libraries: a new perspective
  2. Rethinking the library services platform
  3. The new role of the library in teaching and learning outcomes
  4. The student consumer and the rise of e-textbook platforms
  5. The rise of library centric reading list systems
  6. Aggregate and amplify – enhancing the value and use of theses and dissertations
  7. Open library systems – a new perspective
  8. New approaches to resource sharing

Library Systems


This is an old revision of the document!

Research Systems

Systems employed by UK Higher Education

To see which research system are employed by each UK He Institution to to the (overall) HE systems review page


Loughborough University's Institutional Repository migration to Figshare **

Case study(November 2020)

Loughborough University implemented and configured Figshare to be used as a data repository in 2014. In 2018, work began to restructure the data repository to be used as an all-in-one multidisciplinary institutional repository that included a wide range of research outputs types including data, journal papers, theses and media. This required a collaborative rethink of the Figshare group structure, metadata, and ingest workflows, as well as a revised integration with LUPIN (Loughborough’s instance of Symplectic Elements) and a migration of records from their existing DSpace repository into Figshare

“The metadata component of the migration was probably the most complex and lengthy task of the project”

Directory of research systems

euroCRIS maintains a (work-in-global -still progress) Directory of Research Information Systems. For more information on euroCRIS Directory of Research Information Systems (DRIS) project:-

Institutional Repositories (IRs)


IR solutions

NEWS : (Jisc) Repository Purchasing Framework (May 2020)

Research Outputs Repository Systems Purchasing Service Buyer’s Guide (includes an Appendix: Technical Requirements)

There are (December 2020) eight accepted repository providers with other suppliers in the process of applying.

4Science s.r.l. (DSpace and DSpace-CRIS)
Digital Science & Research Solutions Inc (Figshare)
Elsevier BV (Mendeley Data)
Ex Libris (UK) Ltd (Esploro Research Repository)
Jisc Services Ltd (Research repository)
MyScienceWork (Polaris)
Reach Solutions (DSpace or custom solutions)
Haplo (Haplo Repository)

Details of the DPS and how to procure through it can be found at the service webpage:

How does it work?
The DPS sets out minimum standards that suppliers must comply with in order to have their product included. These are set out in the Appendix to the Buyer’s guide which can be downloaded from the service webpage. Jisc members (which include all publicly funded UK universities) can use the service to run mini competitions with suppliers, using standard templates provided, and adding additional requirements of their own, if necessary. Jisc will administer the process on behalf of the member, who can use their own criteria to identify their preferred supplier. If a supplier is selected, Jisc notifies all bidders of the result and contracts are between the preferred supplier and member are drawn up.

Benefits and opportunities for Jisc members
• The framework reduces the procurement burden for members: it facilitates a light touch procurement process for members, as OJEU requirements will have already been fulfilled. Members can focus solely on their specific requirements.
• Members can be confident that the services included use a clear set of sector standards
• The market for such services becomes more transparent, efficient and effective.
• Members get better value for money.

Opportunities for repository suppliers
Repository suppliers can apply to join the DPS at any time. Details can be found here

Any queries, contact


Neil Jacobs.Fixing the UK repository landscape Jisc Open access briefing paper, 23.10.18

“This paper outlines the current state of the organisational, cultural and technical landscape related to OA repositories in the UK, trends and recent developments, and suggestions for improvement”

Of the 160 institutional repositories, 27 use the DSpace open source software, 98 use the EPrints open source software, and 13 use Elsevier’s PURE product. A sizeable minority of those using open source software in fact pay for a hosted solution managed by a third party. Those with local installations are often running rather old software, perhaps because an accretion of local configurations makes it difficult to upgrade ”

Research Data Management (RDM)

Jisc Open Research Hub.

Jisc Open research Hub is “A single interoperable system for managing, preserving and sharing institutional digital research data. About open research hub. UK research funders and good open scholarship practice requires universities to make sure their digital research outputs are managed, preserved and accessible. In response to this we developed open research hub, a fully-managed and interoperable research data platform that specifically meets the needs of UK higher education institutions (HEIs).”

Bryant, Rebecca, Brian Lavoie and Constance Malpas. 2017. A Tour of the Research Data Management (RDM) Service Space. The Realities of Research Data Management, Part 1. Dublin, Ohio: OCLC Research.

From the introduction:
“Research data management (RDM) has emerged as an area of keen interest in higher education, leading to considerable investment in services, resources and infrastructure to support researchers’ data management needs. This is the first in a series of reports by OCLC Research which examines the context, influences and choices higher education institutions face in building or acquiring RDM capacity—in other words, the infrastructure, services and other resources needed to support emerging data management practices. Our findings are derived from detailed case studies of four research universities, hailing from four distinct national contexts: the University of Edinburgh (UK), the University of Illinois at Urbana-Champaign (US), Monash University (Australia) and Wageningen University & Research (the Netherlands). In this introductory report, we provide some brief background on the emergence of RDM as a focus for research support services within higher education; present a simple framework for navigating the contours of the RDM service space; describe the methodology we employed for assembling our findings and discuss the key elements of RDM capacity acquisition these findings address; and offer a preview of the next report in the series”

Research Information Management/CRIS solutions

Current research information system (Wikipedia)
“A current research information system (CRIS) is a database or other information system to store, manage and exchange contextual metadata for the research activity funded by a research funder or conducted at a research-performing organisation (or aggregation thereof).. CRIS systems are also known as Research Information Management or RIM Systems (RIMS).”

Practices and Patterns in Research Information Management.Findings from a Global Survey.Rebecca Bryant, Anna Clements, Pablo de Castro, Joanne Cantrell, Annette Dortmund, Jan Fransen, Peggy Gallagher, Michele Mennielli. OCLC and euroCRIS OCLC RESEARCH REPORT 2018

“This report contributes to a growing body of work from OCLC to better understand RIM practices, including their regional differences, as well as the growing interoperability imperative between siloed sources of data—both internal and external. Of particular interest to library readers of this report is the documentation of how university RIM workflows are increasingly intersecting with those in the library, particularly as it relates to the relationship with institutional and data repositories.

**Research information management systems – a new service category?** Most of the information below is taken from a 2014 blog post by Lorcan Dempsey. It serves as a good introduction
(What follows is an extract for Lorcan Dempsey's blog). Click on the link above to read the complete blog post

October 26, 2014 Lorcan Dempsey
It has been interesting watching Research Information Management or RIM emerge as a new service category in the last couple of years. RIM is supported by a particular system category, the Research Information Management System (RIMs), sometimes referred to by an earlier name, the CRIS (Current Research Information System).

For reasons discussed below, this area has been more prominent outside the US, but interest is also now growing in the US. See for example, the mention of RIMs in the Library FY15 Strategic Goals at Dartmouth College.
Research information management
The name is unfortunately confusing – a reserved sense living alongside more general senses. What is the reserved sense? Broadly, RIM is used to refer to the integrated management of information about the research life-cycle, and about the entities which are party to it (e.g. researchers, research outputs, organizations, grants, facilities, ..). The aim is to synchronize data across parts of the university, reducing the burden to all involved of collecting and managing data about the research process. An outcome is to provide greater visibility onto institutional research activity. Motivations include better internal reporting and analytics, support for compliance and assessment, and improved reputation management through more organized disclosure of research expertise and outputs.

A major driver has been the need to streamline the provision of data to various national university research assessment exercises (for example, in the UK, Denmark and Australia). Without integrated support, responding to these is costly, with activities fragmented across the Office of Research, individual schools or departments, and other support units, including, sometimes, the library. (See this report on national assessment regimes and the roles of libraries.)

Some of the functional areas covered by a RIM system may be:

  • Award management and identification of award opportunities. Matching of interests to potential funding sources. Supporting management of and communication around grant and contracts activity.
  • Publications management. Collecting data about researcher publications. Often this will be done by searching in external sources (Scopus and Web of Science, for example) to help populate profiles, and to provide alerts to keep them up to date.
  • Coordination and publishing of expertise profiles. Centralized upkeep of expertise profiles. Pulling of data from various systems. This may be for internal reporting or assessment purposes, to support individual researchers in providing personal data in a variety of required forms (e.g. for different granting agencies), and for publishing to the web through an institutional research portal or other venue.
  • Research analytics/reporting. Providing management information about research activity and interests, across departments, groups and individuals.
  • Compliance with internal/external mandates.
  • Support of open access. Synchronization with institutional repository. Managing deposit requirements. Integration with sources of information about Open Access policies.

To meet these goals, a RIM system will integrate data from a variety of internal and external systems.Typically, a university will currently manage information about these processes across a variety of administrative and academic departments. Required data also has to be pulled from external systems, notably data about funding opportunities and publications.
Several products have emerged specifically to support RIM in recent years. This is an important reason for suggesting that it is emerging as a recognized service category.

  • Pure (Elsevier). “Pure aggregates your organization’s research information from numerous internal and external sources, and ensures the data that drives your strategic decisions is trusted, comprehensive and accessible in real time. A highly versatile system, Pure enables your organization to build reports, carry out performance assessments, manage researcher profiles, enable expertise identification and more, all while reducing administrative burden for researchers, faculty and staff.”
  • Converis (Thomson Reuters). “Converis is the only fully configurable research information management system that can manage the complete research lifecycle, from the earliest due diligence in the grant process through the final publication and application of research results. With Converis, understand the full scope of your organization’s contributions by building scholarly profiles based on our publishing and citations data–then layer in your institutional data to more specifically track success within your organization.”
  • Symplectic Elements. “A driving force of our approach is to minimise the administrative burden placed on academic staff during their research. We work with our clients to provide industry leading software services and integrations that automate the capture, reduce the manual input, improve the quality and expedite the transfer of rich data at their institution.”

Pure and Converis are parts of broader sets of research management and analytics services from, respectively, Elsevier (Elsevier research intelligence) and Thomson Reuters (Research management and evaluation). Each is a recent acquisition, providing an institutional approach alongside the aggregate, network level approach of each company’s broader research analytics and management services.

Symplectic is a member of the very interesting Digital Science portfolio. Digital Science is a company set up by Macmillan Publishers to incubate start-ups focused on scientific workflow and research productivity. These include, for example, Figshare and Altmetric.

Other products are also relevant here. As RIM is an emerging area, it is natural to expect some overlap with other functions. For example, there is definitely overlap with backoffice research administration systems – Ideate from Consilience or solutions from infoEd Global, for example. And also with more publicly oriented profiling and expertise systems on the front office side.

Research Management Systems in use in the UK

Elements (Symplectic)
Pure (Elsevier)
Converis (Thompson)
Haplo Research Manager

The above are in addition to systems used to manage research outputs such as publication (typically managed within an Institutional Repository (IR) such as
Research data may also be manged using those systems.

research_systems.1607355967.txt.gz · Last modified: 2020/12/07 10:46 by admin