Components of Institutional Research Data Management Services Workshop - Introduction


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Presentation given to introduce the 'Components of Institutional Research Data Services' workshop, jointly organised by the JISC Managing Research Data Programme 2011-13 and the DCC Institutional Engagements, and which took place on Wednesday 24 October to Thursday 25 October 2012 at the NCL Conference Centre, Nottingham, UK.

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  • The data is presented as a set of webpages: Research Data Australia. These are searchable and can be browsed by subjects, collections and parties (creators whether individual or corporate).
  • Workshop brings together MRD, DCC IEs and other institutions.ImportantBrief overview of the MRD programme for those outside the programme.JISC runs programmes, not collections of projects. Believe that there is value in sharing experiences.Blogs, lists, twitter, workshops. Projects are exploratory, need to share what we learn.Important for MRD projects to have a workshop to share progress. Sensible to do this with IEs and fellow travellers, and to learn from them too.
  • Second programme started in October 2011.Small projects on data management planning, training and data publication.Core of the programme seventeen large projects to develop RDM infrastructure and support services in institutions.Looking at all aspects of what it is to develoop an RDM service in a university: policy, guidance, training, storage, deposit, repositories, identfiiers, metadata, sustainability.
  • Timeline.Most of the planning projects have finished.Belated launch meeting for training projects on Friday.Most of large projects have six months left – a few that recruited late have had extensions.Workshops: launch meeting, policy workshop, progress workshop, programme conference.
  • The Royal Society Science as an Open Enterprise report uses an adaptation of the data pyramid.The pyramid describes the management and preservation of research data may be considered as happening in four tiers, forming a hierarchy of increased value and permanence.Tier One comprises major international resources such as the Worldwide Protein Data Bank.In Tier Two we find the national data centres such as the UK Data Archive and the British Atmospheric Data Centre.Universities’ institutional data repositories and research data services, such as those being piloted in the JISC Managing Research Data programme are found in Tier ThreeIn Tier Four come the data collections of individual researchers or research groups: as likely as not these are unsystematically structured and described, reside on temporary storage, shared only with collaborators and not subject to any plan for longer term preservation.The reality is that the vast majority of research data is effectively undiscoverable and unavailable for verification and reuse in ad hoc storage (Tier Four)Tier Three is dramatically underdeveloped with only a few initiatives and collections.This is a real problem - Tier Three services in universities have an extremely important role to play in the research data infrastructure.In short, institutional data services can form an elevator by means of which important data collections may emerge from the temporary and inaccessible storage of Tier 4.
  • Beth Plale at RDA: universities in the US ‘are poised to move forward as data centres’, IRs are growing into repositories for data.Importance of university partnerships with data centres.Institutions necessarily have a role before point of selection and in RIM.Universities will need to serve many areas not covered by existing centres and data infrastructure.Significant challenges: human and technical capacity, costs etc.This is precisely what we as a programme are seeking to explore!
  • Important to have a big impact.We are: the projects are being very successful.I am grateful for your hard work and I congratulate you on your success.
  • JISC and other stakeholders recognise the challenge and importance of RDM.Success of MRD programme, of the DCC and of the projects and institutions whose work we are supporting.
  • But we need to show it: this is why your work with the evidence gatherers is so important. They are part of the programme in order to help you.JISC will be making decisions about priorities.Important to demonstrate benefits.Provide the sector with insights, lessons, frameworks for establishing RDM services.Important for each and every project to be a success and for the programme to help achieve that and enhance that success, to make it generalisable.
  • Workshop broken down into themes.Components of an institutional RDM service as identified by forthcoming DCC How To Guide.Aim to understand each of these areas better.Provide case studies for DCC.What approaches have been really successful and are worth trying elsewhere?What have we found out about particular challenges: e.g. how to break down processes like deposit workflows.What has proved difficult and why?
  • Components of Institutional Research Data Management Services Workshop - Introduction

    1. 1. Wednesday 24 October NCL Conference Centre, NottinghamJISCMRD Programme Progress Workshop / DCCInstitutional Engagements WorkshopSimon HodsonJISC Programme Manager, Managing Research Data
    2. 2. Housekeeping Wireless: BTOpenzone, pw: green2468 No fire test. If alarm sounds, exit the building and assemble in the car park. Fire exits front and rear. Toilets in the west atrium and near reception. Breakouts: 1, 2, 3, 6 in atrium. 1 and 6 have keys. Coffee in atrium. Bar from 6pm. Dinner 7.30pm in restaurant. Breakfast 7am-9am in restaurant. Checkout before we start: warning late checkout fee!
    3. 3. Institutional data repositoriesas an elevator for data collections
    4. 4. UK Research Data Research Locally Managed Project Discovery Service Data Store Institutionally Selection Managed / Triage Funder Institutional DisciplinaryResearch Data DataOutputs Repository Archive Institutional Data Catalogue UK Research Data Discovery Service
    5. 5. JISC runs programmes, not collections of projectsJISC programmes are more than the sum of their parts
    6. 6. Building Institutional Capacity: Second MRD Programme, 2011-13 RDM Infrastructure (policy, guidance/support, systems) 17 large projects RDM Planning (DMPs, best practice, disciplinary challenges) RDM Training (disciplines and libraries/research support) Innovative data publication Second JISC MRD Programme, 2009-11:
    7. 7. JISCMRD02 Timeline
    8. 8. Institutional data repositories as an elevator for data collectionsThe Data Pyramid: taken from Royal Society Report, Science as an Open Enterprise:
    9. 9. Institutional Role in Data Management Beth Plale at RDA: universities in the US ‘are poised to move forward as data centres’, IRs are growing into repositories for data. Importance of university partnerships with data centres. Institutions necessarily have a role before point of selection and in RIM. Universities will need to serve many areas not covered by existing centres and data infrastructure. Significant challenges: human and technical capacity, costs etc. This is precisely what we as a programme are seeking to explore!
    10. 10. Essential to have a big impact!!! And we are…Image from Stan Gaz (2010) Sites of Impact, reviewed on The Photobook blog
    11. 11. Your hard work recognised!The Science as an Open Enterprise report recognises the importance of the JISC Managing Research Data Programme.Recommendedthat it ‘should be expanded beyond the pilot 17 institutions within the next five years.’ [Royal Society 2012, Science as an Open Enterprise, p.73]
    12. 12. The time is …
    13. 13. DCC institutional engagementsObjective: Helping to build capacity, capabilityand skills in data management and curationKey features• UMF funding• Sixty day term• Senior management champions• Institutionally led• Dedicated DCC effort plus back-up• Inclusive (management, support, researchers)• Several (but not all) motivated by EPSRC/other funder requirements
    14. 14. IE rationale and processAssess Institutional data cataloguesneeds Workflow assessment Pilot RDM tools Develop DAF & CARDIO DCC support support Guidance assessments and training and team services Advocacy with RDM policy senior management development Customised Data Make the case Management Plans …and support policy implementation
    15. 15. Three stage development- Identify drivers and - Inventory data assetschampions Socio-technical - Profile norms, roles and- Scope project with a management valuesfocus on the feasibility - Identify infrastructureof objectives capacities- Analyse perceived - Analyse current workflows Information - Using DAF, CARDIO, Benefitsissues and challenges systems- Identify capability Analysis Toolgaps- Assess costs, benefits,risks Referring to research stakeholders- Engage stakeholders Research practice (management and practitioners) and core support services - Describe new service options - Produce feasible, desirable changes - Evaluate fitness for purpose
    16. 16. Key questions for the evaluation of IEs• Which stakeholders become engaged in service development?• What new roles are adopted?• What are the common RDM service priorities and the enablers/barriers to developing them?• How much intermediation is needed to enable the use of DAF, CARDIO and other tools?• What are the institutional success indicators and how do they measure the value of our intervention?
    17. 17. Components of an institutional RDM service Policies and Roadmaps Business Plans Guidance and and Training Sustainability Data DataCatalogues and Management Metadata Planning Data Managing Active Repositories Data What to keep?
    18. 18. Workshop ObjectivesImproved understanding of… how particular challenges are being tackled by various projects; areas where there have been successes or lessons learnt which may be broadly generalisable; areas where significant challenges still remain; opportunities for DCC / MRD activities which may help clarify the challenges and make them more tractable.
    19. 19. Workshop Approach: questions to considerIn parallel sessions, presentations and discussion should consider: what has worked/is working? what lessons they have learned and how generalisable these may be? what challenges remain? how such challenges may be approached and what the institution/project intends to do? what DCC / MRD activity they think may help make the challenge more tractable?
    20. 20. Workshop Programme: Day One1A: Institutional Policies, Strategies, Roadmaps MR11B: Managing Active Data Main Conference Room2A: Data Management Planning Main Conference Room2B1: Data Repositories and Storage MR22B2: Data Repositories and Storage MR1(ePrints/SWORD)Poster Session Main Conference Room Workshop Programme:
    21. 21. Workshop Programme: Day Two3A1: Training and Guidance MR13A2: Training and Guidance MR23B: Triage and Handover Main Conference Room4A: Business Cases and Sustainability MR14B: Data Catalogues Main Conference RoomDiscussion and report back Main Conference RoomWorkshop: DataFlow/SWORD Main Conference RoomWorkshop: Janet Brokerage MR1 Workshop Programme:
    22. 22. Keeping in Touch MRD Project Blogs: MRD List: RESEARCH-DATAMAN List: bin/webadmin?A0=RESEARCH-DATAMAN Twitter: #jiscmrd E-mail: