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Repository and RDM
update


Chris Awre
Head of Information Management, Library and Learning Innovation
ICTD Departmental Meeting, 17th April 2013
To cover

• Repository recap
• Current repository activity
• Research Data Management
• Q&A




                                ICTD departmental meeting | 17 April 2013 | 2
Digital Repositories

A digital repository is a technology that enables the storage,
  management and preservation of structured digital content, and
  access to it



               Access                      Preservation


                               Digital
                            repositories



                    Management and maintenance


                                                      ICTD departmental meeting | 17 April 2013 | 3
Digital repository drivers

• Digital repositories emerged in response to the need to better
  manage, share and preserve the digital content being generated
• Universities have been at the forefront because so much of what
  they produce – research, teaching – is the generation of
  knowledge that we need to keep a record of and share
  – Institutional record of authority
• Subject communities have also developed their own repositories
  (e.g., physics, economics), driven by the desire to foster
  communication and collaboration



                                               ICTD departmental meeting | 17 April 2013 | 4
Digital repository development

• OpenDOAR lists 2271 repositories worldwide
  – 210 in the UK
       • 76.2% are institutional
• Content types started with journal articles (open access
  publication), but are now more widespread
  – Conference papers, reports/working papers, books (incl.
    chapters), theses/dissertations, multimedia/AV materials,
    learning materials (OER), software
  – Research data



                                                 ICTD departmental meeting | 17 April 2013 | 5
Five principles

 A repository should be content agnostic
 A repository should be (open) standards-based
 A repository should be scalable
 A repository should understand how pieces of content relate to
 each other
 A repository should be manageable with limited resource




                                               ICTD departmental meeting | 17 April 2013 | 6
Five principles (leading to our implementation)

 Fedora is content agnostic
 Fedora is (open) standards-based
 Fedora is scalable
 Fedora understands how pieces of content relate to each other
 Fedora is manageable with limited resource
  – With help from the community




                                               ICTD departmental meeting | 17 April 2013 | 7
Fedora and Hydra



                                 Hydra provides user interfaces and workflows
                                 over the repository
             Hydra
                                 Concept of multiple Hydra ‘heads’ over single
                                 body of content

                                 Fedora is the digital repository system, holding
             Fedora              the content in a highly structured way


                                 The content is stored either locally or in the
                                 Cloud (currently a slice of the SAN)
    Storage (e.g., SAN, Cloud)




                                                     ICTD departmental meeting | 17 April 2013 | 8
Hydra




        ICTD departmental meeting | 17 April 2013 | 9
Four Key Capabilities

1. Support for any kind of record or metadata
2. Object-specific behaviors for workflow and discovery
   – Books, Articles, Images, Music, Video, Manuscripts, etc.
3. Tailored views for user or discipline-specific materials
4. Easy to augment & over-ride with local modifications




                                                  ICTD departmental meeting | 17 April 2013 | 10
A vision

“I believe that a mature and fully realized institutional repository
will contain works of faculty and students – both research and
teaching materials – and also documentation of the activities of the
institution itself in the form of records of events and performance
and of the ongoing intellectual life of the institution. It will also
house experimental and observational data captured by members of
the institution that support their scholarly activities.”
                                                                                                  Cliff Lynch
                   “Institutional Repositories: Essential Infrastructure for Scholarship in the Digital Age”
                                                                        ARL, no. 226 (February 2003): 1-7.
                                             http://www.arl.org/resources/pubs/br/br226/br226ir.shtml




                                                                        ICTD departmental meeting | 17 April 2013 | 11
A vision (as interpreted by Hull)

“I believe that a mature and fully realized institutional repository
will contain works of faculty and students – both research and
teaching materials – and also documentation of the activities of the
institution itself in the form of records of events and performance
and of the ongoing intellectual life of the institution. It will also
house experimental and observational data captured by members of
the institution that support their scholarly activities.”
                                                                                                  Cliff Lynch
                   “Institutional Repositories: Essential Infrastructure for Scholarship in the Digital Age”
                                                                        ARL, no. 226 (February 2003): 1-7.
                                             http://www.arl.org/resources/pubs/br/br226/br226ir.shtml




                                                                        ICTD departmental meeting | 17 April 2013 | 12
Work of faculty and students

                 Faculty                                           Students
- Disseminate research outputs                  - Disseminate theses / dissertations
- Manage research data                          - Provide exam papers
- Learning material resource                    - Student handbook archive

      Granular security required to manage these different activities

      The repository has been tied into our CAS system

      Materials can be open, internal, or restricted to user groups / users

      All material is quality assured by Content & Access Team in LLI before publication

                                                                   ICTD departmental meeting | 17 April 2013 | 13
Records of events and performance

  Creative writing – discussions with authors

     Inaugural (and other?) lectures

         University Annual Learning & Teaching
         Conference

             Campus-based e-publishing

             Integration with Open Journal Systems to enable
             archiving of publications

                                                ICTD departmental meeting | 17 April 2013 | 14
Experimental and observational data                                                        History DMP
                                                                                Managing data for historical research
                                                                                                                             In brief…

                                                              The Department of History at the University of Hull was the top performing department in the RAE2008 at the University. This high
                                                                  standing has resulted from the broad range of research activity across the department, with over 30 full-time members of staff
                                                               contributing to the overall body of work. The Department’s focus on teams engaged in the production of databases was specifically
                                                                                                         recognised in feedback from the RAE2008 panel.
                                                           The History DMP project has built on the existing data management best practices within the Department. It has used the experience in
                                                            data management demonstrated and recognised to frame a departmental approach to data management, to enhance and build on the
                                                              individual activities that have been the basis of data management thus far. This departmental data management plan will be used to
                                                                             support future research strategy and provide a coherent platform for data sustainability in future research.
                                                           The work undertaken developed an overall plan for use across he Department, and then implemented this using past, present and future
                                                              research activities as case studies. The role of local technical provision for data management, in the shape of the University’s digital
                                                             repository, was explored and the system enhanced in specific ways to deliver a platform that not only manages the data, but allows for
                                                                                                                 its exploitation and access as well.

                                                                        The data management plan                                                                  The technology




• Tiptoeing into research data management (RDM)
                                                          A three step process was taken to develop the History data                   The focus of the project’s work on technical solutions for
                                                          management plan:                                                             managing data was on the institutional digital repository at Hull.
                                                                                                                                       This is based on Fedora1 and presented using Hydra2.
                                                          Ø Requirements for data management were gathered through
                                                            interviews and focus groups.                                               Hydra provides a interface toolkit that enables templates (models)
                                                            Ø These highlighted that academics were pleased that                       to be defined for different content types; a dataset model was
                                                               someone was looking to help them: many were making do,                  created, that allows us to address dataset needs in the broader
                                                               having little idea of how to manage data, or who to ask.                context of the repository as a whole. This specifically enables:

                                                          Ø The data management plan was developed through a                           Ø Addition of coverage and the translation specifically of
                                                            distillation of questions in the DCC checklist, adapting them to             geographic coverage into map displays using KML Google
                                                            suit identified needs amongst history academics                              Maps files – e.g., https://hydra.hull.ac.uk/resources/hull:2157
                                                            Ø The document is available at                                             Ø Addition of a DOI identifier derived on submission to DataCite
                                                               http://hydra.hull.ac.uk/resources/hull:5423 (search for                   via the DataCite API
                                                               history dmp at http://hydra.hull.ac.uk for related documents).          Ø The addition of extra fields (based on MODS) as required for
                                                            Ø An online version using the DCC DMPOnline tool is in                       different future data management needs
                                                               preparation.
                                                                                                                                       Linked data – The project translated a sample dataset into linked
                                                          Ø The data management plan was applied to three projects at                  open data to highlight how this might support data management
                                                            different stages of the research lifecycle: a completed project,           based around the structure inherent in datasets. This identified
                                                            a current project, and a project just starting. All found the plan         how to effectively link out using appropriate ontologies as well as
                                                            convenient to complete and a useful way of focusing their                  allowing linking in: the work will be a case exemplar to inform
                                                            thoughts on data management.                                               further discussion.
                                                            Ø Case studies – https://hydra.hull.ac.uk/resources/hull:5421

                                                                                                     Key to the data management plan has been raising
                                                                                                        awareness and confidence in the capacity for
                                                                                                     managing that data. The project has revealed that
                                                                                                      local management within a repository provides a
                                                                                                    straightforward way of adding value to the data in its
                                                                                                     own right alongside any disciplinary repository and
                                                                                                    provides local assurance of the data being managed.




• JISC History DMP project
                                                                                                            Credits and Further Information
                                                                       Chris Awre, Richard Green, John Nicholls, Peter Wilson, and David Starkey, University of Hull | Martin Dow, AcuityUnlimited
                                                                                  Plus many thanks to the members of staff and postgraduate students of the department for their input
                                                            This work is taking place under the auspices of the JISC-funded History DMP project within the JISC Managing Research Data Programme 2011-3

                                                                                                      History DMP Project Blog: http://historydmp.wordpress.com
                                                                                                        Email contact: r.green@hull.ac.uk or c.awre@hull.ac.uk
                                                                                                  1Fedora – http://fedora-commons.org | 2Hydra – http://projecthydra.org




  – Identified ways to encourage and facilitate the planning of data
    management


• EPSRC roadmap
  – Highlighting ways forward to make the most of the data we
    produce

                                                ICTD departmental meeting | 17 April 2013 | 15
Starting points for RDM

• Management of research data happens
  – Existing activity is acknowledged


• Current research data management (RDM) initiatives are based on
  three main trends
  –   The amount of data is growing (the data deluge)
  –   Data management is required more, across multiple disciplines
  –   Increasing perception of the value of data
  –   …and a fourth – demonstrating return on investment


                                                ICTD departmental meeting | 17 April 2013 | 16
RDM @ Hull: Why?

• In many cases current practice may be sufficient

• But…
   – Funder requirements may not always be feasible to implement at the
     project level
   – Institution level services and support can help meet requirements
     and save the cost of repeating activity across multiple projects
   – National and international data centres may also be appropriate for
     use
• Data management is not just storing the data securely
   – Building the value of the data through active, local management


                                                     ICTD departmental meeting | 17 April 2013 | 17
RDM @ Hull: What?




                    ICTD departmental meeting | 17 April 2013 | 18
RDM @ Hull: Who?

• Research data management support is not the sole responsibility of any
  current support service – nor should it be
   – But we can all work together to create the whole picture of support
• Units involved, currently and potentially:
   –   Library and Learning Innovation
   –   Research Funding Office
   –   ICTD
   –   Knowledge Exchange
   –   Faculty/Departmental admin
   –   Others?
• How can we complete the jigsaw?

                                                    ICTD departmental meeting | 17 April 2013 | 19
Context, context, context…

Research data management
does not sit in isolation
                                       Research                        It is one type of
                                         data                          digital content
                            Research              Learning
                            outputs               materials


                                                                       It is one type of
                                Digital                                content workflow
                                             Multimedia
                               archives



There may be similar processes we can adapt
There may be joint developments that serve more than one need


                                                              ICTD departmental meeting | 17 April 2013 | 20
Onward…

• Upgrade to Hydra 6
   – Hydra 6 will ensure we can more easily add new features and take
     advantage of functionality from other Hydra partners
       • As well as share what we do with others
• Image management
   – Increasing number of use cases for image collection management
• Digital archives management
   – Using Hydra to implement a model for the management of born-
     digital archives
• Library search integration
   – Embedding repository collections alongside the catalogue and article
     searches


                                                    ICTD departmental meeting | 17 April 2013 | 21
Thank you
c.awre@hull.ac.uk
http://hydra.hull.ac.uk
http://projecthydra.org
http://libguides.hull.ac.uk/researchdata

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ICTD departmental meeting presentation on repository development

  • 1. Repository and RDM update Chris Awre Head of Information Management, Library and Learning Innovation ICTD Departmental Meeting, 17th April 2013
  • 2. To cover • Repository recap • Current repository activity • Research Data Management • Q&A ICTD departmental meeting | 17 April 2013 | 2
  • 3. Digital Repositories A digital repository is a technology that enables the storage, management and preservation of structured digital content, and access to it Access Preservation Digital repositories Management and maintenance ICTD departmental meeting | 17 April 2013 | 3
  • 4. Digital repository drivers • Digital repositories emerged in response to the need to better manage, share and preserve the digital content being generated • Universities have been at the forefront because so much of what they produce – research, teaching – is the generation of knowledge that we need to keep a record of and share – Institutional record of authority • Subject communities have also developed their own repositories (e.g., physics, economics), driven by the desire to foster communication and collaboration ICTD departmental meeting | 17 April 2013 | 4
  • 5. Digital repository development • OpenDOAR lists 2271 repositories worldwide – 210 in the UK • 76.2% are institutional • Content types started with journal articles (open access publication), but are now more widespread – Conference papers, reports/working papers, books (incl. chapters), theses/dissertations, multimedia/AV materials, learning materials (OER), software – Research data ICTD departmental meeting | 17 April 2013 | 5
  • 6. Five principles  A repository should be content agnostic  A repository should be (open) standards-based  A repository should be scalable  A repository should understand how pieces of content relate to each other  A repository should be manageable with limited resource ICTD departmental meeting | 17 April 2013 | 6
  • 7. Five principles (leading to our implementation)  Fedora is content agnostic  Fedora is (open) standards-based  Fedora is scalable  Fedora understands how pieces of content relate to each other  Fedora is manageable with limited resource – With help from the community ICTD departmental meeting | 17 April 2013 | 7
  • 8. Fedora and Hydra Hydra provides user interfaces and workflows over the repository Hydra Concept of multiple Hydra ‘heads’ over single body of content Fedora is the digital repository system, holding Fedora the content in a highly structured way The content is stored either locally or in the Cloud (currently a slice of the SAN) Storage (e.g., SAN, Cloud) ICTD departmental meeting | 17 April 2013 | 8
  • 9. Hydra ICTD departmental meeting | 17 April 2013 | 9
  • 10. Four Key Capabilities 1. Support for any kind of record or metadata 2. Object-specific behaviors for workflow and discovery – Books, Articles, Images, Music, Video, Manuscripts, etc. 3. Tailored views for user or discipline-specific materials 4. Easy to augment & over-ride with local modifications ICTD departmental meeting | 17 April 2013 | 10
  • 11. A vision “I believe that a mature and fully realized institutional repository will contain works of faculty and students – both research and teaching materials – and also documentation of the activities of the institution itself in the form of records of events and performance and of the ongoing intellectual life of the institution. It will also house experimental and observational data captured by members of the institution that support their scholarly activities.” Cliff Lynch “Institutional Repositories: Essential Infrastructure for Scholarship in the Digital Age” ARL, no. 226 (February 2003): 1-7. http://www.arl.org/resources/pubs/br/br226/br226ir.shtml ICTD departmental meeting | 17 April 2013 | 11
  • 12. A vision (as interpreted by Hull) “I believe that a mature and fully realized institutional repository will contain works of faculty and students – both research and teaching materials – and also documentation of the activities of the institution itself in the form of records of events and performance and of the ongoing intellectual life of the institution. It will also house experimental and observational data captured by members of the institution that support their scholarly activities.” Cliff Lynch “Institutional Repositories: Essential Infrastructure for Scholarship in the Digital Age” ARL, no. 226 (February 2003): 1-7. http://www.arl.org/resources/pubs/br/br226/br226ir.shtml ICTD departmental meeting | 17 April 2013 | 12
  • 13. Work of faculty and students Faculty Students - Disseminate research outputs - Disseminate theses / dissertations - Manage research data - Provide exam papers - Learning material resource - Student handbook archive Granular security required to manage these different activities The repository has been tied into our CAS system Materials can be open, internal, or restricted to user groups / users All material is quality assured by Content & Access Team in LLI before publication ICTD departmental meeting | 17 April 2013 | 13
  • 14. Records of events and performance Creative writing – discussions with authors Inaugural (and other?) lectures University Annual Learning & Teaching Conference Campus-based e-publishing Integration with Open Journal Systems to enable archiving of publications ICTD departmental meeting | 17 April 2013 | 14
  • 15. Experimental and observational data History DMP Managing data for historical research In brief… The Department of History at the University of Hull was the top performing department in the RAE2008 at the University. This high standing has resulted from the broad range of research activity across the department, with over 30 full-time members of staff contributing to the overall body of work. The Department’s focus on teams engaged in the production of databases was specifically recognised in feedback from the RAE2008 panel. The History DMP project has built on the existing data management best practices within the Department. It has used the experience in data management demonstrated and recognised to frame a departmental approach to data management, to enhance and build on the individual activities that have been the basis of data management thus far. This departmental data management plan will be used to support future research strategy and provide a coherent platform for data sustainability in future research. The work undertaken developed an overall plan for use across he Department, and then implemented this using past, present and future research activities as case studies. The role of local technical provision for data management, in the shape of the University’s digital repository, was explored and the system enhanced in specific ways to deliver a platform that not only manages the data, but allows for its exploitation and access as well. The data management plan The technology • Tiptoeing into research data management (RDM) A three step process was taken to develop the History data The focus of the project’s work on technical solutions for management plan: managing data was on the institutional digital repository at Hull. This is based on Fedora1 and presented using Hydra2. Ø Requirements for data management were gathered through interviews and focus groups. Hydra provides a interface toolkit that enables templates (models) Ø These highlighted that academics were pleased that to be defined for different content types; a dataset model was someone was looking to help them: many were making do, created, that allows us to address dataset needs in the broader having little idea of how to manage data, or who to ask. context of the repository as a whole. This specifically enables: Ø The data management plan was developed through a Ø Addition of coverage and the translation specifically of distillation of questions in the DCC checklist, adapting them to geographic coverage into map displays using KML Google suit identified needs amongst history academics Maps files – e.g., https://hydra.hull.ac.uk/resources/hull:2157 Ø The document is available at Ø Addition of a DOI identifier derived on submission to DataCite http://hydra.hull.ac.uk/resources/hull:5423 (search for via the DataCite API history dmp at http://hydra.hull.ac.uk for related documents). Ø The addition of extra fields (based on MODS) as required for Ø An online version using the DCC DMPOnline tool is in different future data management needs preparation. Linked data – The project translated a sample dataset into linked Ø The data management plan was applied to three projects at open data to highlight how this might support data management different stages of the research lifecycle: a completed project, based around the structure inherent in datasets. This identified a current project, and a project just starting. All found the plan how to effectively link out using appropriate ontologies as well as convenient to complete and a useful way of focusing their allowing linking in: the work will be a case exemplar to inform thoughts on data management. further discussion. Ø Case studies – https://hydra.hull.ac.uk/resources/hull:5421 Key to the data management plan has been raising awareness and confidence in the capacity for managing that data. The project has revealed that local management within a repository provides a straightforward way of adding value to the data in its own right alongside any disciplinary repository and provides local assurance of the data being managed. • JISC History DMP project Credits and Further Information Chris Awre, Richard Green, John Nicholls, Peter Wilson, and David Starkey, University of Hull | Martin Dow, AcuityUnlimited Plus many thanks to the members of staff and postgraduate students of the department for their input This work is taking place under the auspices of the JISC-funded History DMP project within the JISC Managing Research Data Programme 2011-3 History DMP Project Blog: http://historydmp.wordpress.com Email contact: r.green@hull.ac.uk or c.awre@hull.ac.uk 1Fedora – http://fedora-commons.org | 2Hydra – http://projecthydra.org – Identified ways to encourage and facilitate the planning of data management • EPSRC roadmap – Highlighting ways forward to make the most of the data we produce ICTD departmental meeting | 17 April 2013 | 15
  • 16. Starting points for RDM • Management of research data happens – Existing activity is acknowledged • Current research data management (RDM) initiatives are based on three main trends – The amount of data is growing (the data deluge) – Data management is required more, across multiple disciplines – Increasing perception of the value of data – …and a fourth – demonstrating return on investment ICTD departmental meeting | 17 April 2013 | 16
  • 17. RDM @ Hull: Why? • In many cases current practice may be sufficient • But… – Funder requirements may not always be feasible to implement at the project level – Institution level services and support can help meet requirements and save the cost of repeating activity across multiple projects – National and international data centres may also be appropriate for use • Data management is not just storing the data securely – Building the value of the data through active, local management ICTD departmental meeting | 17 April 2013 | 17
  • 18. RDM @ Hull: What? ICTD departmental meeting | 17 April 2013 | 18
  • 19. RDM @ Hull: Who? • Research data management support is not the sole responsibility of any current support service – nor should it be – But we can all work together to create the whole picture of support • Units involved, currently and potentially: – Library and Learning Innovation – Research Funding Office – ICTD – Knowledge Exchange – Faculty/Departmental admin – Others? • How can we complete the jigsaw? ICTD departmental meeting | 17 April 2013 | 19
  • 20. Context, context, context… Research data management does not sit in isolation Research It is one type of data digital content Research Learning outputs materials It is one type of Digital content workflow Multimedia archives There may be similar processes we can adapt There may be joint developments that serve more than one need ICTD departmental meeting | 17 April 2013 | 20
  • 21. Onward… • Upgrade to Hydra 6 – Hydra 6 will ensure we can more easily add new features and take advantage of functionality from other Hydra partners • As well as share what we do with others • Image management – Increasing number of use cases for image collection management • Digital archives management – Using Hydra to implement a model for the management of born- digital archives • Library search integration – Embedding repository collections alongside the catalogue and article searches ICTD departmental meeting | 17 April 2013 | 21