ERIM, REDm-MED and Orbital (II)

Managing Engineering Research Data at the University of Lincoln Part 2 of 2 Mansur Darlington 20 January 20121 Orbital DMP Meeting 20.01.12

THE NATURE OF ENGINEERING RESEARCH DATA2 Orbital DMP Meeting 20.01.12

ERIM Engineering Research Information Management JISC MRD Programme Phase 1 http://www.ukoln.ac.uk/projects/erim/3 Orbital DMP Meeting 20.01.12

ERIM Project Overview • Primarily associated with the engineering research domain. • To better understand the research data that are collected, generated and used in engineering research activities. • To better understand the context in which the data are collected, generated and used. • To inform the way that the data can be managed so that they are more easily used or re-used. • To increase their value to the community.4 Orbital DMP Meeting 20.01.12

The Aims • Achieving an understanding of the diversity and character of research data. • Devising a means by which research data can be classified in respect of research data management. • Developing models of the research data life- cycle which characterize the information flow in the research process and identify critical points in the management process. • Providing exemplars of best-practice research data management strategies.5 Orbital DMP Meeting 20.01.12

The Objectives • Identify opportunities for and the benefits of research data re-use and re-purposing. • Identify the contextual, technical, legal and social barriers to the re-use and repurposing of research data. • Establish whether and what data might be used in a raw form, what data would require reprocessing and how this might be achieved. • Understand what contextual information is required for research data to be understood for the purpose of re-use.6 Orbital DMP Meeting 20.01.12

Theoretical Elements to the Research 1. Understanding & Defining the ‘Space’ 2. Terminology https://wiki.bath.ac.uk/display/ERIMterminology/ERIM+Terminology+V4 3. Identifying the Objects in the space 4. Understanding the Relationships between Objects 5. Modelling the Relationships 6. Understanding the Outcomes7 Orbital DMP Meeting 20.01.12

Understanding & Defining the ‘Space’ for Current Research known Making data available and fit for the current CURRENT-ACTIVITY MANAGEMENT SPACEPURPOSING: Management for A by A purpose FUTURE-ACTIVITY MANAGEMENT SPACE Management for X by Y, where Y can be X Management for X by Y for supporting data RE-USE: RE-PURPOSING: Raw Future Research Managing data such that it will be available Making data available and Research Data for a future unknown purpose fit for a future known purpose 8 Orbital DMP Meeting 20.01.12

ERIM Project Terminology for Research Data Mangement https://wiki.bath.ac.uk/display/ERIMterminolo gy/ERIM+Terminology+V4 (source definitions for terms found in slides 10-14)9 Orbital DMP Meeting 20.01.12

2. The Terminology I Preparation Activities: • Data Purposing Making research data available and fit for the current research activity. • Data Re-purposing Making existing research data available and fit for a future known research activity • Supporting Data Re-use: Managing existing research data such that it will be available for a future unknown research activity Use Activities • Data Use Using research data for the current research purpose/activity to infer new knowledge about the research subject. • Data Re-use Using research data for a research purpose other than that for which it was intended.10 Orbital DMP Meeting 20.01.12

2. The Terminology II What do we Mean by DATA? • Data. Reinterpretable representations of information in a formalized manner suitable for communication, interpretation or processing. • Information. Any type of knowledge that can be exchanged. In an exchange, it is represented by data. *********************** • Data Object. Either a physical object or a digital object containing data. • Data Record. A data object created, received and maintained as evidence of an activity. • Data Case. The set of data records associated with some discrete research activity (project, task, experiment, etc.).11 Orbital DMP Meeting 20.01.12

3. Identifying the Objects12 Orbital DMP Meeting 20.01.12

4. Understanding the Relationships Data Preparation in Data Development Purposing Supporting Re-use Re- purposing Association Aggregation Annotation Augmentation Collection Collation Generation Derivation Refinement Migration13 Orbital DMP Meeting 20.01.12

6. Understanding the Outcomes Management and Development Side-effects • Information Loss • Information Gain • Function Loss • State Loss14 Orbital DMP Meeting 20.01.12

5. Modelling the Objects’ Relationships RESEARCH TIME LINE Data level Gather RDR1 Refine RDR1 Refine RDR1 Associate Derive RDR4 Gather RDR2 Derive RDR3 CDR1 Aggregate RDR6 RDR515 Orbital DMP Meeting 20.01.12

Capturing the Context through RAID-modelling16 Orbital DMP Meeting 20.01.12

Research Data Scoping Survey • 12 Research Cases • 46 Data Assets • 12 questions for each • Researchers from: Bath, Lancaster, Leeds, Salford, Strathclyde, Heriot-Watt17 Orbital DMP Meeting 20.01.12

Scoping Survey Targets 1. Airframe Stress Data Reuse 2. Snow Mobile Design Activity Observation 3. Aerospace Cost Forecasting 4. Large-Scale Metrology Shared Resources 5. Form-fill-feed Packaging Modelling 6. CNC Machine Measurement 7. Cryogenic Machining 8. Information Management Tool 9. Knowledge Enhanced Notes 10. Service Design Research 11. Design Activity & Knowledge Capture Research 12. Understanding the Learning Organization18 Orbital DMP Meeting 20.01.12

Selecting 5 Case Studies using Binary Classification Research Generated Data vs Pre-existing Data Homogeneous Media vs Heterogeneous Media 1. Costing Descriptive vs Prescriptive 2. Company case studies Real vs Simulated 3. Programming4. Interview analysis 5. Metrology19 Orbital DMP Meeting 20.01.12

ERIM Research Summary • Designed and carried out scoping survey. • Theory development and revision • Designed and carried out audit on 5 cases • RAID Modelled the case research activities. • Complete analysis and characterization of audit cases • Identified barriers to data re-use and strategies to mitigate. • Established critical points in Information Flow. • Developed research data management plan process ‘cascade’.20 Orbital DMP Meeting 20.01.12

Key ERIM Research Findings I • Great diversity of data type and quality. • Complex and chaotic nature of data development. • Outputs not linked to data. • Supporting documents not situated with the data files. • Little use of metadata to support future use. • Immature understanding of benefits of sharing and thus need for management. • Limited understanding of the barriers to or opportunities for information sharing and re-use.21 Orbital DMP Meeting 20.01.12

Key ERIM Research Findings II Poor framework for: • pre-project considerations of data management. • data management during the research. • during-project data management for post-project re- use. Poor knowledge of context in which data were generated: • engineering research data are very diverse. • large number of diverse research data records. • relations between data records complex. Knowing the context is vital for understanding data.22 Orbital DMP Meeting 20.01.12

What Needs Managing? • Research Data: – Data Data Objects Information. • Their life cycle processes: – Collection – Generation – Development – Organization – Disposal, etc. • The process of data management itself.23 Orbital DMP Meeting 20.01.12

ERDM PLANNING & EXECUTION24 Orbital DMP Meeting 20.01.12

What is the Purpose of RDM Planning? • Reduction in duplicated work. • Inspiration for new/continuation research & funding. • Greater transparency of research. • Improved basis for validation. • Obviating the need for re-collection and generation. • Providing basis for reliable data citation. • Increasing scholarly output. Relies upon RE-USING DATA25 Orbital DMP Meeting 20.01.12

Amenability Criteria & ‘Re-usefulness’ ‘To manage research data such that they are highly amenable to re-use.’ ‘What is the nature of these data that makes them more or less amenable to re-use?’ • Findability • Readability • Comprehensibility • Interpretability • Admissibility • Desirability Data ‘RE-USEFULNESS’ (some data will remain forever re-useless)26 Orbital DMP Meeting 20.01.12

DATA MANAGEMENT PLANNING TASKS27 Orbital DMP Meeting 20.01.12

DMP Task Dimensions and Topics • Access, Data Sharing and Re-use. • Data Types, Format, Standards and Capture Methods. • Ethical and Privacy Concerns. • Resourcing. • Short-term Storage and Data Management. • Deposit and Long-term preservation. • DMP Adherence and Review. DCC DMP Checklist28 Orbital DMP Meeting 20.01.12

Data Management is not just about STORAGE!29 Orbital DMP Meeting 20.01.12

Guidance Required to Support Tasks • Data management planning. • Data management execution. • Bid submission. • Project planning. • During-project management whilst doing the research. • Collaboration with colleagues, industry and others. • Supporting data use, re-use, re-purposing. • Preparation for long-term preservation. • End-of-life concerns.30 Orbital DMP Meeting 20.01.12

The Two Stages of RDM ‘Managing research data such that they are highly amenable to re-use.’ • Good DM planning provides the potential to increase data re-usefulness. • The execution of good DMPs promotes data re-usefulness.31 Orbital DMP Meeting 20.01.12

Key Building Blocks for Practical Data Management 1. DMP Guidance, Documentation & Procedures. 2. Storage and security 3. Data Organization 4. Data Documentation32 Orbital DMP Meeting 20.01.12

1. DMP Guidance, Documentation & Procedures Principles for Engineering Research Thematic Analysis of Data Management Data Management. Plan Tools and Exemplars. (erim6rep101028mjd) (erim6rep100701ab) Engineering Research Data Management 1 Plan Requirement Specification Being a specification for 2 (erim6rep100901ab) REDm-MED The Draft IdMRC Projects Data Model DMP forBeing an implementation of 1 2 Management Plan Mech. Eng. Depts. (erim6rep101015mjd) RAIDmap Use Cases RAID Associative Tool Specification Prototype (erim6rep101125mjd) (erim6rep101109mjd) RAIDmap Tool 33 Orbital DMP Meeting 20.01.12

Security: Document/Data Access Levels Level 1 – In the public domain with an unrestricted readership and can distributed at will. Level 2 – Viewable by any individual who has password access to the main project web site. Level 3 – Viewable by any individual who has password access to the main project file store and is a project-affiliated member of a university research team. Level 4 – For sensitive documents. Must carry a distribution list identifying for whom it is intended and be disseminated through a nominated secure passwork-protected portal. Distribution controlled by PI and Collaborator liaison officer.34 Orbital DMP Meeting 20.01.12

3. Data organization35 Orbital DMP Meeting 20.01.12

36 Orbital DMP Meeting 20.01.12

Work package Task Author initials number number Project name Revision number kim12rep05pjw01.doc Document Document File type type rank number39 Orbital DMP Meeting 20.01.12

3 Data Organization: 3 steps to document happiness 1. Fill in the document properties (use metadata!). 2. Make them visible by browsing or by search – in particular rehabitate the record TITLE. 3. Use a file NAME coding convention that captures human-readable context information.40 Orbital DMP Meeting 20.01.12

4. Data Documentation • RAID-mapping: provision of context. • Project Document Records: – Existence Location of key Project Documents • Project Plan • Project data management plan • Project document manifest – Location of Data Records – Some description of relations between data records41 Orbital DMP Meeting 20.01.12

ERIM, REDm-MED and Orbital (II)

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