Supporting the uptake of TDM

OpenDataMonitor
Horizon 2020
Coordination and Support Action
GARRI-3-2014 Scientific Information in the Digital Age: Text and Data Mining (TDM)
Project number: 665940
Supporting the Uptake of TDM
FutureTDM
Reducing Barriers and Increasing Uptake of Text and Data Mining for Research Environments
using a Collaborative Knowledge and Open Information Approach
LIBER 2017
Kiera McNeice
5 July, 2017
www.futuretdm.eu
What is FutureTDM?
What is FutureTDM?
Identify and address barriers to the greater
uptake of data analytics technologies in the EU
• EU-funded (Horizon 2020)
• September 2015 – September 2017
• 9 project partners
3
Stakeholder engagement
• Knowledge Cafés
• Interviews
• Workshops
• Surveys
4
http://www.futuretdm.eu/knowledge-cafes/
Activities in 2017
Recently published:
• FutureTDM Policy Framework
• Future applications and economics of TDM
• Guidelines for TDM stakeholders and practitioners
Coming soon:
• Case studies: Best practices to support TDM
• Roadmap for increasing uptake of TDM
5
Stakeholder Guidelines
FutureTDM Stakeholder Guidelines
7
• Aimed at giving concrete, practical advice
• Legal guidelines
• Is my TDM project lawful? Do I need expert advice?
• Licensee guidelines
• What makes a TDM licence reasonable and
proportionate to user needs?
• Data management guidelines
• What do machine ‘readers’ need for TDM?
• Guidelines for university policy
• How can universities support TDM strategically?
Legal Guidelines
Legal uncertainty around TDM
9
• What laws apply, and to which TDM
activities?
• Copyright, database rights, data protection…
• Reading, processing, copying, publishing excerpts…
• Who benefits from legal exceptions?
• What is “non-commercial”?
• What is a “research organisation”?
FutureTDM Legal Guidelines
10
• Breakdown of when legal considerations are
relevant
• Intellectual property: Do I need a licence?
• Data protection: What do I need to consider?
• When to seek expert legal advice
Licensee Guidelines
Licensing content for TDM
12
• TDM requires large datasets
• Potentially from hundreds or thousands of sources
• Uncertainty around who may benefit from
exceptions to copyright
• Many existing licences are unclear or silent on
TDM activities
Licensing considerations for TDM: Reasonable and Proportionate?
13
• Does it make practical sense to distinguish between
‘commercial’ and ‘non-commercial’ research?
• Does intrusive usage and activity monitoring affect
researchers’ academic freedoms?
• Can researchers reproduce reasonable, illustrative
excerpts of content with their analysis?
• Is it practical for researchers to attribute credit to
every piece of content used in analysis?
• Do technical protection measures prevent
researchers from carrying out TDM at reasonable
scales?
Data Management Guidelines
Data Management in the Context of TDM
• Human and machine ‘readers’ have different
needs
• Open access does not necessarily mean
practically accessible for TDM
• Machine ‘readers’ need:
• Machine-readable file format
• Machine-readable metadata
• Bulk access to content
What do Machine ‘Readers’ Need?
• Key (machine-readable) metadata:
• Permanent identifiers
• What licences or rights apply to content
• Data type, format, size
• Any specific tools needed to work with the data
• Data provenance and rights-holder information
• Data changes and versioning
• Other domain-specific metadata
Guidelines for University Policy
The Role of Universities
• Universities are involved in all aspects of the
TDM value chain
• Content creation
• Content dissemination
• Development and use of TDM tools
• Sharing of new knowledge and insights
• …but very few in Europe have strategic policy
approaches to TDM
Encouraging Development of Strategic TDM Policy
• Demonstrate need
• Involve stakeholders
• Understand your institution
• Consolidate information
• Identify promoters and early adopters
• Introduce incentives
• Share your progress!
The Role of Libraries
How can Libraries Support TDM?
• Help connect researchers with expert legal
advice where needed
• Consider researcher needs in the context of
TDM when negotiating licences
• Ensure repositories have machine-readable
metadata to make TDM practically feasible
• Work within universities or institutions to
develop strategic approaches to supporting
TDM
Questions?
Thank you!
www.futuretdm.eu
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Supporting the uptake of TDM

  • 1. OpenDataMonitor Horizon 2020 Coordination and Support Action GARRI-3-2014 Scientific Information in the Digital Age: Text and Data Mining (TDM) Project number: 665940 Supporting the Uptake of TDM FutureTDM Reducing Barriers and Increasing Uptake of Text and Data Mining for Research Environments using a Collaborative Knowledge and Open Information Approach LIBER 2017 Kiera McNeice 5 July, 2017 www.futuretdm.eu
  • 3. What is FutureTDM? Identify and address barriers to the greater uptake of data analytics technologies in the EU • EU-funded (Horizon 2020) • September 2015 – September 2017 • 9 project partners 3
  • 4. Stakeholder engagement • Knowledge Cafés • Interviews • Workshops • Surveys 4 http://www.futuretdm.eu/knowledge-cafes/
  • 5. Activities in 2017 Recently published: • FutureTDM Policy Framework • Future applications and economics of TDM • Guidelines for TDM stakeholders and practitioners Coming soon: • Case studies: Best practices to support TDM • Roadmap for increasing uptake of TDM 5
  • 7. FutureTDM Stakeholder Guidelines 7 • Aimed at giving concrete, practical advice • Legal guidelines • Is my TDM project lawful? Do I need expert advice? • Licensee guidelines • What makes a TDM licence reasonable and proportionate to user needs? • Data management guidelines • What do machine ‘readers’ need for TDM? • Guidelines for university policy • How can universities support TDM strategically?
  • 9. Legal uncertainty around TDM 9 • What laws apply, and to which TDM activities? • Copyright, database rights, data protection… • Reading, processing, copying, publishing excerpts… • Who benefits from legal exceptions? • What is “non-commercial”? • What is a “research organisation”?
  • 10. FutureTDM Legal Guidelines 10 • Breakdown of when legal considerations are relevant • Intellectual property: Do I need a licence? • Data protection: What do I need to consider? • When to seek expert legal advice
  • 12. Licensing content for TDM 12 • TDM requires large datasets • Potentially from hundreds or thousands of sources • Uncertainty around who may benefit from exceptions to copyright • Many existing licences are unclear or silent on TDM activities
  • 13. Licensing considerations for TDM: Reasonable and Proportionate? 13 • Does it make practical sense to distinguish between ‘commercial’ and ‘non-commercial’ research? • Does intrusive usage and activity monitoring affect researchers’ academic freedoms? • Can researchers reproduce reasonable, illustrative excerpts of content with their analysis? • Is it practical for researchers to attribute credit to every piece of content used in analysis? • Do technical protection measures prevent researchers from carrying out TDM at reasonable scales?
  • 15. Data Management in the Context of TDM • Human and machine ‘readers’ have different needs • Open access does not necessarily mean practically accessible for TDM • Machine ‘readers’ need: • Machine-readable file format • Machine-readable metadata • Bulk access to content
  • 16. What do Machine ‘Readers’ Need? • Key (machine-readable) metadata: • Permanent identifiers • What licences or rights apply to content • Data type, format, size • Any specific tools needed to work with the data • Data provenance and rights-holder information • Data changes and versioning • Other domain-specific metadata
  • 18. The Role of Universities • Universities are involved in all aspects of the TDM value chain • Content creation • Content dissemination • Development and use of TDM tools • Sharing of new knowledge and insights • …but very few in Europe have strategic policy approaches to TDM
  • 19. Encouraging Development of Strategic TDM Policy • Demonstrate need • Involve stakeholders • Understand your institution • Consolidate information • Identify promoters and early adopters • Introduce incentives • Share your progress!
  • 20. The Role of Libraries
  • 21. How can Libraries Support TDM? • Help connect researchers with expert legal advice where needed • Consider researcher needs in the context of TDM when negotiating licences • Ensure repositories have machine-readable metadata to make TDM practically feasible • Work within universities or institutions to develop strategic approaches to supporting TDM