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Educause 2015 RDM Maturity


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Drivers and Responses toward Research Data Management Maturity: Transatlantic Perspectives

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Educause 2015 RDM Maturity

  1. 1. Drivers and Responses Toward Research Data Management Maturity: Transatlantic Perspectives Jan Cheetham • Rory Macneil • Brianna Marshall • Robin Rice
  2. 2. Take the online version of our RDM maturity survey at: Please include #edu15RDM in your tweets!
  3. 3. About Us Brianna Marshall Lead, Research Data Services UW-Madison Jan Cheetham Research Cyberinfrastructure Liaison UW-Madison Robin Rice Data Librarian University of Edinburgh Rory Macneil CEO Research Space
  4. 4. Session Overview UW-Madison (USA) • Drivers • Organizational responses • Components University of Edinburgh (UK) • Drivers • Organizational responses Research Space (UK) • Components Survey results and open discussion: How do we define RDM maturity?
  5. 5. Drivers: External Funder Mandates • Office of Science and Technology Policy (OSTP) memo • Released spring 2013; took effect fall 2015 • Requires open sharing of published articles and data • Publication repository is provided; data repository is not • Applies to agencies with $100M + in R&D • Fair Access to Science and Technology Research (FASTR) • Identical bills introduced to House and Senate in spring 2013 • Requires open sharing of published articles • Must be passed into law to take effect • Applies to agencies with $100M + in extramural spending
  6. 6. Drivers: Organizational • Compliance with external requirements • Stewardship of institutional assets • Safeguarding reproducibility and intellectual property • Enabling research that is increasingly data- driven and collaborative
  7. 7. Drivers: Researcher needs and changing work patterns • Ample technology to generate data but few skills to manage it effectively • Movement toward openness, impacted by OSTP and spurred by early career researcher expectations • Disciplinary culture shifts toward data reuse + reproducibility • Need for multi-purpose online spaces to collaborate, share, store, and archive research outputs (including data)
  8. 8. Organizational responses: Delivery Focus of delivery has been on: • Policies • Tools • RDM expertise • Education/outreach for researchers Challenges • Who owns RDM? • How do you staff RDM? • Who pays for RDM?
  9. 9. Components: Policies Data governance • Policies and standards • Information quality • Privacy, compliance, security • Architecture, integration Data stewardship policy • Retention for 7 years or more • PI is steward
  10. 10. Components: Tools On Premises Storage Institutional Repository Electronic Lab Notebooks Box
  11. 11. Components: Expertise and staffing Library • Research Data Services • Liaison librarians Central IT • Engagement staff Advanced Computing • Facilitators • Faculty (Data Carpentry) Disciplines • Staff experts in privacy, data analysis, documentation, sharing
  12. 12. Components: Outreach and education DMP Consultations Workshops Researcher challenges: • Common data curation methods in research groups • Long-term archiving resources • Need to focus resources on data analysis phase, keeping up with hardware and software changes • Restrictive policies
  13. 13. Drivers: External Funder mandates: • ESRC & NERC have long-standing data archiving policies • Research Councils UK publish Common Principles on Data Policy, 2011 • EPSRC turns tables, makes institutions responsible, 2012, full compliance expected by May 2015 • European Commission Horizon2020 funding includes ‘Open Data Pilot’ • Overall, data management plans expected for funded research Publishers’ policies to mandate making data available helps too
  14. 14. Drivers: Organizational • FOI legislation - University of East Anglia ‘climategate’ negative publicity • Desire to showcase all research outputs • Desire to support researchers to comply with funder policies • Promote research integrity / avoid scientific fraud • Mostly - not to lose EPSRC funding! Climategate-investigation-20120718
  15. 15. Drivers: Researcher needs and changing work patterns • Open Access publication mandates driving culture change • Importance of UK Research Excellence Framework • Shifting (generational?) norms about sharing & social media • ‘Impact agenda’ & altmetrics • Larger, broader collaborations • Data-driven science • Discipline-specific changes, • eg campaign • Slowly changing perception of data as ‘first class research object’
  16. 16. Organizational responses: Structural University of Edinburgh Information Services takes up mantle: • Library, Computing Service & Data Library Early projects set the tone: • DISC-UK DataShare and Data Asset Framework (DAF) ‘Enabling’ (and first) UK university RDM policy, May 2011 RDM Roadmap to implement policy, 2012-present: • Fit to data lifecycle: planning, active storage, stewardship Governance • Academic-led steering group
  17. 17. Organizational responses: Priorities • Support for Data Management Planning, DMPOnline tool customization, template • Half terabyte per researcher storage with Dropbox-like functions (DataStore, DataSync) • Open Access data repository (Edinburgh DataShare) • Long term Data Vault (private storage) • Awareness raising, training, joining up support functions
  18. 18. Organizational responses: Delivery • RDM ‘action group’ • Raising awareness has a number of challenges • CIO has been crucial champion of the cause • Interaction with schools (departments) • Next step: moving from umbrella of (confusing) services to a unified and comprehensive research data service under a service management framework
  19. 19. ELN as integrating RDM component at Edinburgh An online tool used by researchers in biology, chemistry, biomedicine and related fields to collect and share research data Connected ELN An ELN designed to integrate with core RDM components at an institution level including file storage, repositories and archives Standalone ELN A standalone tool used by individual labs Electronic Lab Notebook
  20. 20. ▶ Individual researchers Ease of use ▶ Research data managers Integration with RDM infrastructure ▶ IT managers Ease of deployment and administration Connected ELN challenge: Satisfy four sets of requirements Researchers Administrators ▶ PrincipaI Investigators Lab management
  21. 21. Repository Archive Data Files Data Data Data ELN Standalone ELN Workflow Institutional file stores Lab file stores
  22. 22. Results ELN just another silo Storage Repository Archive ELN Data does not get captured by institution
  23. 23. Data Data, file links and metadata Data, file links and metadata RSpace Connected ELN at Edinburgh Lab file stores Data DataStore Repository Archive Researchers Administrators
  24. 24. Enabling institution to capture more high quality research data, fulfilling funder requirements for data preservation and availability RSpace@Edinburgh brings together RDM tools and researcher workflow
  25. 25. RDM Maturity Survey
  26. 26. RDM Maturity • Comments on presentations and/or ideas in the survey? • What does RDM maturity mean to you? • What is your institution focusing on to reach maturity?
  27. 27. Help Us Improve and Grow Thank you for participating in today’s session. We’re very interested in your feedback. Please take a minute to fill out the session evaluation found within the conference mobile app, or the online agenda.