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Research Data Management at Edinburgh: Effecting Culture Change


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Presented by Stuart Macdonald at the RECOLECTA web seminar, 24 November 2011

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Research Data Management at Edinburgh: Effecting Culture Change

  1. 1. Research Data Management at Edinburgh:Effecting Culture ChangeStuart MacdonaldAssociate Data LibrarianEDINA & Data LibraryUniversity of Online Seminar on Research Data Management and Curation, 24 November 2011
  2. 2. OverviewIASSIST Latin Engagement Strategic Action GroupResearch Data Management at University of EdinburghResearch Data MANTRA
  3. 3. International Association for Social ScienceInformation Services and Technology –IASSISTAn international organisation ofprofessionals working with IT anddata services to support research andteaching in the social sciences. Its320 members work in a variety ofsettings, including data archives,statistical agencies, research centers,libraries, academic departments,government departments, and non-profit organisations.
  4. 4. IASSIST Latin Engagement Strategic Action Group Co-Chairs: Luis Martínez-Uribe Instituto Juan March, Madrid Stuart Macdonald EDINA & Data Library, University of EdinburghMission :To propose a set of activities that IASSIST could undertake tofurther engage with data professionals from Ibero-americaninstitutions
  5. 5. BenefitsIdentify data infrastructures and resources from Spanish& Portuguese speaking countries to further theestablishment of collaborative data networks.Reach out to Spanish/Portuguese speaking academic andsupport communities that could benefit from the existingnetwork of expertise, guidance and knowledge that is theIASSIST community
  6. 6. IASSIST Latin Members • Two members from Spain in 1993 and 2001 • One member from Mexico 2009 • Representation in 2011 from Spain and Portugal Phase I: Spain Desk research (navigating institutional websites, annual reports, mailing lists) Combination of online survey questionnaire & telephone interviews (with script) 3 areas of interest: traditional data library role; research data management & curation; IASSIST Responses from library & support services from national & regional universities, Data Centres
  7. 7. Findings: traditional data library• Only one traditional data library• Libraries provide training courses and support for subscription data services• Minimal data cataloguing!Findings: research data management• Growing area of interest in repository community• Some institutions have started to deposit data in IRs - others are conducting scoping & requirement gathering exercises• New skills needed – unclear about whose responsibility
  8. 8. IASSISTHalf of respondents knew of IASSISTPerceived benefits that IASSIST can offer:• Information about data support / data libraries• Basic skills to handle social science data• Links to free social science data resources• Data analysis and visualisation tools• Tools to manage and share research data• A peer to peer support network• Access to IASSIST online facilities• Help to raise awareness and share knowledge about RDM issues (remove duplication of effort)
  9. 9. In addition to conductingsimilar scoping exercises inPortugal & Latin-AmericaThe Latin EngagementAction Group have come upwith a number of outreachactivities aimed at supportingdata professionals fromSpanish and Portuguesespeaking educational institutions, namely:Participation in Research Data Management Webinars forSpanish/Portuguese data specialistsPreparation of a Latin-American session in next IASSIST annual conferencein collaboration with outreach committeeSpanish and Portuguese translation of the main pages of the IASSIST site
  10. 10. Research Data Management atUniversity of Edinburgh
  11. 11. EDINA & Data Library (EDL)• EDINA and University Data Library (EDL) together are a division within Information Services of the University of Edinburgh.• EDINA is a JISC-funded National Data Centre providing national online resources for education and research.• The Data Library assists Edinburgh University users in the discovery, access, use and management of research datasets.
  12. 12. EDINA National Data Centre• Mission statement: “ enhance the productivity of research, learning and teaching in UK higher and further education..”• Networked access to a range of online resources for UK FE and HE• Services free at the point of use for use by staff and students in learning, teaching and research through institutional subscription• Focus is on service but also undertake R&D (projects services) • delivers about 20 online services • has about 10 major projects (including services in development) • employs about 75 staff (Edinburgh & St Helens)
  13. 13. What is a Data Library?A data library refers to both thecontent and the services thatfoster use of collections ofnumeric, audio-visual, textualor geospatial data sets forsecondary use in research.Focus on re-use of data re-
  14. 14. Data Library services and projects• Data Library & consultancy• Edinburgh DataShare• JISC-funded projects – DISC-UK DataShare (2007-2009) – Data Audit Framework Implementation (2008) – Research Data MANTRA (2010-2011)
  15. 15. Data Library & Consultancy • finding… • accessing … • using … • teaching … • managingBuilding relationships with researchers via postgraduateteaching activities, research support projects, IS Skillsworkshops, Research Data Management training andthrough traditional reference interviews.
  16. 16. Edinburgh DataShare was built as an output ofthe JISC-funded DISC-UK DataShare project (2007-2009)
  17. 17. Edinburgh DataShareAn online institutional repository of multi-disciplinaryresearch datasets produced at the University ofEdinburgh, hosted by the Data LibraryResearchers producing research data associated with apublication, or which has potential use for otherresearchers, can upload their dataset for sharing andsafekeeping. A persistent identifier and suggested citationwill be provided.DataShare is a customised DSpaceinstance with a selectionof standards-compliant metadatafields useful for discovery ofdatasets, through Google andother search engines via OAI-PMH.
  18. 18. A decision making andplanning tool forinstitutions with digitalrepositories in existence orin development that areconsidering adding researchdata to their digital collectionsDownloadable as PDF
  19. 19. Edinburgh Data Audit Framework (DAF) Implementation(May – Dec 2008) A JISC-funded pilot project produced 6 case studies from research units across the University in identifying research data assets and assessing their management, using DAF methodology developed by the Digital Curation Centre. 4 main outcomes: • Develop online RDM guidance • Develop university research data management policy • Develop services & support for RDM (in partnership IS) • Develop RDM training
  20. 20. Research DataManagement WebGuidanceOnline suite of web pagesfor IS website developed in2009 (will be revampedearly 2012)Downloadable PDFhandbook
  21. 21. Championed by Vice-Principal & Chief Information Officer Professor Jeff Haywood the policy for management of research data was approved by the University Court on 16 May, 2011. Along with University of Oxford, the first RDM policies in the UK “The University adopts the following policy on Research Data Management. It is acknowledged that this is an aspirational policy, and that implementation will take some years.”* Quote from University of Edinburgh website 21
  22. 22. University Research Data Management Policy In spring 2010, a review commenced at the University of Edinburgh to address the issue of managing the rapidly expanding volume and complexity of data produced by researchers. The Review was overseen by the IT & Library Committee and had twin tracks to look at Research Data Storage, and Data Management, Curation and Preservation. The Review looked at current practice in the University and assessed current practice in peer universities and internationally Review Committee responsible for drafting policy to support the University’s mission for ‘the creation, dissemination and curation of knowledge’
  23. 23. The 10 Policy Principles1. Research data will be managed to the highest standards throughout the research data lifecycle as part of the University’s commitment to research excellence.2. Responsibility for research data management through a sound research data management plan during any research project or programme lies primarily with Principal Investigators (PIs).3. All new research proposals must include research data management plans or protocols that explicitly address data capture, management, integrity, confidentiality, retention, sharing and publication.4. The University will provide training, support, advice and where appropriate guidelines and templates for the research data management and research data management plans.5. The University will provide mechanisms and services for storage, backup, registration, deposit and retention of research data assets in support of current and future access, during and after completion of research projects.
  24. 24. 6. Any data which is retained elsewhere, for example in an international data service or domain repository should be registered with the University.7. Research data management plans must ensure that research data are available for access and re-use where appropriate and under re- appropriate safeguards.8. The legitimate interests of the subjects of research data must be protected.9. Research data of future historical interest, and all research data that represent records of the University, including data that substantiate research findings, will be offered and assessed for deposit and retention in an appropriate national or international data service or domain repository, or a University repository.10. Exclusive rights to reuse or publish research data should not be handed over to commercial publishers or agents without retaining the rights to make the data openly available for re-use, unless this is a condition of funding.
  25. 25. Next StepsIS Implementation group establishedLed by Director, Library and CollectionsResearch Data Management PolicyImplementation ProjectWorking group was set up to define aresearch data storage strategyVice Principal has promised a half terabyteper researcher, storage
  26. 26. Research DataMANTRAPartnership between:Edinburgh UniversityData LibraryInstitute for AcademicDevelopmentFunded by JISCManaging Research Dataprogramme (Sept. 2010 –Aug. 2011)
  27. 27. Why manage Data Deluge – exponential growth in the volume of digital research artifactsresearch data? created within academia Data management is one of the essential areas of responsible conduct of research. By managing your data you will: • Meet funding body grant requirements. • Ensure research integrity and replication. • Ensure research data and records are accurate, complete, authentic and reliable. • Increase your research efficiency. • Enhance data security and minimise the risk of data loss. • Prevent duplication of effort by enabling others to use your data.
  28. 28. Project overviewGrounded in three disciplinarycontexts: social science, clinicalpsychology and geoscienceAim was to develop onlineinteractive open learningresources for PhD students andearly career researchers that will: • Raise awareness of the key issues related to research data management & contribute to culture change • Provide guidelines for good practice
  29. 29. Selling RDM as a Transferrable Skill(voluntary participation)The FRUIT principles:FunFeedbackRelevantRealUsefulInterestingTimely
  30. 30. Online learning moduleEight units with activities, scenarios andvideos:• Research data explained• Data management plans• Organising data• File formats and transformation• Documentation and metadata• Storage and security• Data protection, rights and access• Preservation, sharing and licensingFour data handling practicals:SPSS, NVivo, R, ArcGISVideo stories from researchers in varietyof settingsXerte Online Toolkits – University ofNottingham
  31. 31. Online learning module• Delivered online – self-paced, available ‘anytime, anyplace’• Emphasis on practical experience and active engagement via online activities• One hour per unit• Read and work through scenarios & activities (incl. videos etc)• CC licence to allow manipulation of content for re-use with attribution• Portable content in open standard formats (e.g. SCORM)
  32. 32. MANTRA dissemination Image courtesy of the periodic table printmaking project –• Deposit learning materials with an open licence in JorumOpen and Xpert• Learning materials to be embedded in three participating postgraduate programmes and made available through IAD programme for use by all postgraduate students and early career researchers: This academic year• Public Website launch:• Download/re-brand/re-purpose materials from JorumOpen in standards compliants formats (forthcoming)• Software modules – data handling practicals (MS Word)
  33. 33. Lessons learnedTime – underestimated!Authoring content – not an easy task... • Re-using existing materials vs writing from scratch • Copyright – images, videos (where possible open or CC-licensed materials) • Consistency in style, terminology, tempoSetting up Xerte Online Toolkits (XOT) on the server • Security issues • Issues with the software
  34. 34. Lessons learnedWorking with a default XOT template • Limitations of the templateUse ‘reward’ to engage volunteers for usertestingIssues with data handling practicals: • Tension between data handling and data analysis in terms of actual content • Ensuring clear explanation of software specific jargon/technical terminology/process-specific language • Retaining consistency across four data handling practicals in terms of look and feel, flow, content, audience
  35. 35. LinksIASSIST: Library services: data management guidance pages: University data policy: for Research Data in Repositories - A Guide: Data Audit Framework (DAF) Implementation: data MANTRA course:
  36. 36. THANK YOU! on Flickr - Green bird by Rakka - CC BY-NC-ND 2.0 - on Flickr – green butterfly abstract with a heart! By David Gunter - CC BY-NC-SA 2.0 on Flickr - abstract vector background by Vectorportal – CC BY 2.0 - Images courtesy of IASSIST websiteImage on Flickr – Magpie by you get the picture – CC BY-NC-SA 2.0 - on Flickr by Philippe Put – CC BY-ND - on Flickr – Apple retro by kyz – CC BY 2.0 - on Flickr by FindYourSearch - CC BY-SA 2.0 - on Flickr by miuenski - CC BY-NC-SA 2.0 - on Flickr - DNA by Mark Cummins - CC BY-SA 2.0 - on Flickr - by Melissa Venable CC BY-NC-SA 2.0 - on Flickr – by victorfe - CC BY-NC-SA 2.0 - on Flickr – by RRCA_again – CC BY-NC-SA 2.0 - on Flickr by Jason Verwey - CC BY-NC-SA 2.0 - on Flickr by laszlo-photo - CC BY 2.0 - on Flickr by Malkav - CC BY 2.0– on Flickr by M. M. Alvarez, T. Shinbrot, F. J. Muzzio, Rutgers University, Center for Structured Organic Composites - CC BY 2.0 – on Flickr by - CC BY-NC-SA 2.0– on Flickr by Sean McGrath – CC By 2.0 – on Flickr by ecstaticist -CC BY-NC-SA 2.0 - by Flickr by libraryman - CC BY-NC-ND - on Flickr by Gideon Burton - CC BY-SA 2.0 - on Flickr by mhobl - CC BY-NC 2.0 - on Flickr by karen horton - CC BY-NC 2.0 - on Flickr by incurable_hippy – CC BY-NC 2.0 -