Rachel Bruce, DeputyChief Innovation Officer, International DigitalCuration conference workshop 22
February 2016
Research at Risk : Developing a Shared Research Data Management
Service for UK UniversitiesFebruary 2016
IDCC 2016 - Jisc research data management shared service workshop -
Jisc is the UK higher, further education
and skills sectors’ not-for-profit organisation
for digital services and solutions
Develop & operate
shared digital
infrastructure and
services
Provide trusted advice and
practical assistance for
universities, colleges and
learning providers
We…
Negotiate sector-wide deals
and conditions with IT
suppliers and commercial
publishers
22/02/2016 2
Our vision and mission
IDCC 2016 - Jisc research data management shared service workshop -
Mission
To enable people in higher
education, further education and
skills to perform at the forefront of
international practice by exploiting
fully the possibilities of modern
digital empowerment, content
and connectivity
Vision
To make the UK the most
digitally advanced
education and research
nation in the world
22/02/2016 3
Co-design challenges
Research at risk (R@R)
Prospect to alumnus (P2A) Learning analytics
Digital learning & capabilitiesImplementing FELTAG
Business intelligence
IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 4
» 1) Data are a Public Good
Publicly funded research data are a public good, produced in the
public interest, which should be made openly available with as few
restrictions as possible in a timely and responsible manner
» 2) Data should be managed…
» 3) Data should be discoverable…
» 4)There may be constraints…
» 5) Originators may have first use…
» 6) Reusers have responsibilities…
» 7) Data sharing is not free…
IDCC 2016 - Jisc research data management shared service workshop -
RCUK Principles on Research Data Policy
22/02/2016 6
Royal Society Science as an Open Enterprise
» Recommendation 1
» • “Scientists should communicate the data they collect and the
models they create, to allow free and open access, and in ways
that are intelligible, assessable and usable for other specialists
in the same or linked fields wherever they are in the world…”
» Recommendation 11
» • “…There are legitimate boundaries of openness which must be
maintained in order to protect commercial value, privacy, safety
and security.”
» Recommendation 9
» • “… proportionate governance…”
» • “… personal data is only shared if it is necessary for research with
the potential for high public value”
IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 7
IDCC 2016 - Jisc research data management shared service workshop -
Awareness of regulatory
environment
Data access statement
Policies and processes
Data storage
Structured metadata descriptions
DOIs for data
Securely preserved for a minimum
of 10 years from last use
There is a stick …
22/02/2016 8
Vision and Policy
A shared state of play and set of
directions in consultation and
collaboration with key
stakeholders, in particular
ARMA, SCONUL, RLUK, RUGIT
and UCISA.
DIRECTIONS FOR
RDM in UK
Universities M
•Start: September 2014
•End: March 2015
•Outputs: Workshop,
http://bit.ly/1T4XG5l
Report, http://bit.ly/1KqoUjI
•End Goals: A plan for the way
ahead & a baseline for progress
Clear guidance on how to meet
funder policies & engagement
with Research Data Concordat
Group on funder policy
harmonisation and
implementation.
Guidance on
meeting Research
Funder requirements
•Start: November 2014
•End: September 2016
•Outputs: Guide on meeting the
EPSRC research data policy &
case studies http://bit.ly/1Jtpfko
•End Goals: funder policies are
easier to meet.
H
An agreed set of guidance for
the case for RDM and costing
information to support the
business case in HEIs for
research data management.
Business Case and
Costing for RDM
•Start: July 2015
•End: December 2016
•End Goals: Defined value of
RDM, business case template
and costing tool for HEIs
H
HHigh priority MMedium priority LLow priority CCompleted
Research Data
Champions
•Start: X
•End: X
•Status: Deferred
L
Advocate researchers for RDM in
a range of disciplines. To set out
case studies to enhance
understanding of how good DM
enhances research practice. To
ensure researcher for input into
the development of R@R
solutions.
IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 9
Shared Services
To determine the need and
scope of a shared service,
underpinned by a clear RDM
architecture. To then procure the
development & delivery of a
shared service for RDM.
Shared services in
active RDM &
storage
•Start: April 2015
•End: December 2017
•Blog: http://bit.ly/1IMKkn6
•End Goals: HEIs can meet funder
mandates easily and have a cost
effective solution.
H
To work with institutions to
determine the need and scope of
shared solutions to meeting
research data needs for curation
and preservation
Shared services in
the preservation &
curation gap
•Start: January 2015
•End: December 2017
•Website: http://bit.ly/1IMKkn6
•End Goals: Shared service to
meet preservation needs so HEIs
have trusted long-term access to
data.
H
Research Data
Management Shared
Service
H
•Start: April 2015
•End: December 2017
•Blog:
•End Goals: RDM shared service that
enables easy implementation of a solution
for RDM in UK HEIs
HHigh priority MMedium priority LLow priority CCompleted
IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 10
Shared Services
HHigh priority MMedium priority LLow priority CCompleted
To develop a shared service to
make research data easier to
discover and re-use - this aims to
be a shared national catalogue of
research data
UK Research Data
Discovery Service
•Start: November 2014
•End: December 2016
•Website: http://bit.ly/1Iseikh
•End Goals: A shared service for
research data to enhance re-use
and impact of data; possibly part
of the RDM shared service
H
To increase understanding of
metrics & usagefor RD, todevelop
a usagestatisticsservice to enable
UK HEIs to count data use,to
contributeto incentives for
sharing research data & to
contributeto determining the
point of use
Usage Statistics for
Research Data
•Start: June 2015
•End: November 2016
•Blog: http://tinyurl.com/qcxfaao
•End Goals: a shared research
data usage statistic service &
common related standards
M
To build consensus and
standardisation around a core
metadata schema that applies
across disciplines
Research Data
Metadata
•Start: July 2015
•End: December 2016
•End Goals: a shared solution for
non disciplinary specific RD
metadata
M
To develop a registry of DMPs so
that they can be interrogated for
use cases such as: planning data
storage, planning costs; planning
infrastructure, fulfilling
mandates etc.
Data Management
PlanOnline Registry
•Start: X
•End: X
•Status: Deferred
L
IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 11
Advice and Guidance
Starting with a Lite approach -to
develop an easy to access web
presence of RDM advice and
guidance & second phase to look
a potential wider ‘one stop shop
access’.
Research Data Hub
•Start: July 2015
•End: November 2016
•End Goals: Easy access to
advice, tools and tips for HE
stakeholders
H
HHigh priority MMedium priority LLow priority CCompleted
To develop best practice on
journal policies between
publishers & other stakeholders.
To make it easy for researchers
to know how to follow policies
and for journals to create RD
policies
Journal Research
Data Policies
Registry
•Start: April 2015
•End: September 2016
•Website: http://bit.ly/1Ks8jhb
•End Goals: best practice toolkit
and guidelines to drive policy
expressions for authors and
support staff
M
IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 12
Community Innovation
HHigh priority MMedium priority LLow priority CCompleted
To bring together key actors in
the research data management
arena to develop innovations for
improving workflows,
interoperability and new shared
tools and services
Research DataSpring
•Start: November 2014
•End: July 2016
•Website: http://bit.ly/1LCrmEG
•End Goals: A range of
interoperability issues improved,
shared advice & in some cases
tools for all HEIs.
M
IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 13
IDCC 2016 - Jisc research data management shared service workshop -
It’s fragmented
We don’t want 150
solutions
Different rates of progress
22/02/2016 14
Progress
IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 15
Research Data Management Shared Service
IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 16
Jisc Research systems survey
IDCC 2016 - Jisc research data management shared service workshop -
0% 50% 100% 150%
<100 TB 100-499 TB 500-999 TB 1PB+
RD storage capacity Research Systems
Current active
Planned
active (3yrs)
Current
archive
Planned
archive (3yrs)
Institutional
Repository
CRIS
Data
registry/catalogue
Archival preservation
systems
0 50 100
File sync & share
Software repository
22/02/2016 17
What universities want from the Jisc shared service
IDCC 2016 - Jisc research data management shared service workshop -
Reduce IT burden
Preservation
Automation
with ELN
Interoperability
with CRIS
Cost effective
storage
Integration across
systems
User
friendly
deposit
Improve
discovery
Share &
develop
practice
Move to
centralised
services
No service
yet …this
will enable
that
22/02/2016 18
International
IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 19
Some further information» Our research data (etc.) blog - http://researchdata.jiscinvolve.org/wp/
» The shared research data management service requirements:
http://researchdata.jiscinvolve.org/wp/2015/11/10/rdm-shared-service-briefing-and-
updated-requirements/
» Related workshop:
http://researchdata.jiscinvolve.org/wp/2015/11/23/rdm-shared-service-workshops/
» The expression of interest form for universities and colleges:
http://researchdata.jiscinvolve.org/wp/2015/11/06/research-data-management-shared-
service-call-for-formal-expressions-of-interest/
» The related tender document for systems & developers can be found here:
https://tenders.jisc.ac.uk/
» Latest research at risk update:
http://researchdata.jiscinvolve.org/wp/2015/12/10/research-at-risk-progress-update/
IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 20
Acknowledgements
» Images:
Dog on lead: https://www.flickr.com/photos/cogdog/19666844558/in/photolist-61tiJQ-vXTHGS-5nftYp
Pottery fragments: https://www.flickr.com/photos/cogdog/9927993383/in/photolist
Share the road: https://www.flickr.com/photos/cogdog/5910598311/in/photolist
» Chart of progress for Research Data Management areas on slide 11 from Joy Davidson, DCC, University of Glasgow, 8
May 2014
IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 21
Find out more…
Rachel Bruce
rachel.bruce@jisc.ac.uk
Twitter
@rachelbruce
Except where otherwise noted, this
work is licensed under CC-BY-NC-ND
IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 22

Research at risk: developing a shared research data management service for UK universities

  • 1.
    Rachel Bruce, DeputyChiefInnovation Officer, International DigitalCuration conference workshop 22 February 2016 Research at Risk : Developing a Shared Research Data Management Service for UK UniversitiesFebruary 2016
  • 2.
    IDCC 2016 -Jisc research data management shared service workshop - Jisc is the UK higher, further education and skills sectors’ not-for-profit organisation for digital services and solutions Develop & operate shared digital infrastructure and services Provide trusted advice and practical assistance for universities, colleges and learning providers We… Negotiate sector-wide deals and conditions with IT suppliers and commercial publishers 22/02/2016 2
  • 3.
    Our vision andmission IDCC 2016 - Jisc research data management shared service workshop - Mission To enable people in higher education, further education and skills to perform at the forefront of international practice by exploiting fully the possibilities of modern digital empowerment, content and connectivity Vision To make the UK the most digitally advanced education and research nation in the world 22/02/2016 3
  • 4.
    Co-design challenges Research atrisk (R@R) Prospect to alumnus (P2A) Learning analytics Digital learning & capabilitiesImplementing FELTAG Business intelligence IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 4
  • 6.
    » 1) Dataare a Public Good Publicly funded research data are a public good, produced in the public interest, which should be made openly available with as few restrictions as possible in a timely and responsible manner » 2) Data should be managed… » 3) Data should be discoverable… » 4)There may be constraints… » 5) Originators may have first use… » 6) Reusers have responsibilities… » 7) Data sharing is not free… IDCC 2016 - Jisc research data management shared service workshop - RCUK Principles on Research Data Policy 22/02/2016 6
  • 7.
    Royal Society Scienceas an Open Enterprise » Recommendation 1 » • “Scientists should communicate the data they collect and the models they create, to allow free and open access, and in ways that are intelligible, assessable and usable for other specialists in the same or linked fields wherever they are in the world…” » Recommendation 11 » • “…There are legitimate boundaries of openness which must be maintained in order to protect commercial value, privacy, safety and security.” » Recommendation 9 » • “… proportionate governance…” » • “… personal data is only shared if it is necessary for research with the potential for high public value” IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 7
  • 8.
    IDCC 2016 -Jisc research data management shared service workshop - Awareness of regulatory environment Data access statement Policies and processes Data storage Structured metadata descriptions DOIs for data Securely preserved for a minimum of 10 years from last use There is a stick … 22/02/2016 8
  • 9.
    Vision and Policy Ashared state of play and set of directions in consultation and collaboration with key stakeholders, in particular ARMA, SCONUL, RLUK, RUGIT and UCISA. DIRECTIONS FOR RDM in UK Universities M •Start: September 2014 •End: March 2015 •Outputs: Workshop, http://bit.ly/1T4XG5l Report, http://bit.ly/1KqoUjI •End Goals: A plan for the way ahead & a baseline for progress Clear guidance on how to meet funder policies & engagement with Research Data Concordat Group on funder policy harmonisation and implementation. Guidance on meeting Research Funder requirements •Start: November 2014 •End: September 2016 •Outputs: Guide on meeting the EPSRC research data policy & case studies http://bit.ly/1Jtpfko •End Goals: funder policies are easier to meet. H An agreed set of guidance for the case for RDM and costing information to support the business case in HEIs for research data management. Business Case and Costing for RDM •Start: July 2015 •End: December 2016 •End Goals: Defined value of RDM, business case template and costing tool for HEIs H HHigh priority MMedium priority LLow priority CCompleted Research Data Champions •Start: X •End: X •Status: Deferred L Advocate researchers for RDM in a range of disciplines. To set out case studies to enhance understanding of how good DM enhances research practice. To ensure researcher for input into the development of R@R solutions. IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 9
  • 10.
    Shared Services To determinethe need and scope of a shared service, underpinned by a clear RDM architecture. To then procure the development & delivery of a shared service for RDM. Shared services in active RDM & storage •Start: April 2015 •End: December 2017 •Blog: http://bit.ly/1IMKkn6 •End Goals: HEIs can meet funder mandates easily and have a cost effective solution. H To work with institutions to determine the need and scope of shared solutions to meeting research data needs for curation and preservation Shared services in the preservation & curation gap •Start: January 2015 •End: December 2017 •Website: http://bit.ly/1IMKkn6 •End Goals: Shared service to meet preservation needs so HEIs have trusted long-term access to data. H Research Data Management Shared Service H •Start: April 2015 •End: December 2017 •Blog: •End Goals: RDM shared service that enables easy implementation of a solution for RDM in UK HEIs HHigh priority MMedium priority LLow priority CCompleted IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 10
  • 11.
    Shared Services HHigh priorityMMedium priority LLow priority CCompleted To develop a shared service to make research data easier to discover and re-use - this aims to be a shared national catalogue of research data UK Research Data Discovery Service •Start: November 2014 •End: December 2016 •Website: http://bit.ly/1Iseikh •End Goals: A shared service for research data to enhance re-use and impact of data; possibly part of the RDM shared service H To increase understanding of metrics & usagefor RD, todevelop a usagestatisticsservice to enable UK HEIs to count data use,to contributeto incentives for sharing research data & to contributeto determining the point of use Usage Statistics for Research Data •Start: June 2015 •End: November 2016 •Blog: http://tinyurl.com/qcxfaao •End Goals: a shared research data usage statistic service & common related standards M To build consensus and standardisation around a core metadata schema that applies across disciplines Research Data Metadata •Start: July 2015 •End: December 2016 •End Goals: a shared solution for non disciplinary specific RD metadata M To develop a registry of DMPs so that they can be interrogated for use cases such as: planning data storage, planning costs; planning infrastructure, fulfilling mandates etc. Data Management PlanOnline Registry •Start: X •End: X •Status: Deferred L IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 11
  • 12.
    Advice and Guidance Startingwith a Lite approach -to develop an easy to access web presence of RDM advice and guidance & second phase to look a potential wider ‘one stop shop access’. Research Data Hub •Start: July 2015 •End: November 2016 •End Goals: Easy access to advice, tools and tips for HE stakeholders H HHigh priority MMedium priority LLow priority CCompleted To develop best practice on journal policies between publishers & other stakeholders. To make it easy for researchers to know how to follow policies and for journals to create RD policies Journal Research Data Policies Registry •Start: April 2015 •End: September 2016 •Website: http://bit.ly/1Ks8jhb •End Goals: best practice toolkit and guidelines to drive policy expressions for authors and support staff M IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 12
  • 13.
    Community Innovation HHigh priorityMMedium priority LLow priority CCompleted To bring together key actors in the research data management arena to develop innovations for improving workflows, interoperability and new shared tools and services Research DataSpring •Start: November 2014 •End: July 2016 •Website: http://bit.ly/1LCrmEG •End Goals: A range of interoperability issues improved, shared advice & in some cases tools for all HEIs. M IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 13
  • 14.
    IDCC 2016 -Jisc research data management shared service workshop - It’s fragmented We don’t want 150 solutions Different rates of progress 22/02/2016 14
  • 15.
    Progress IDCC 2016 -Jisc research data management shared service workshop -22/02/2016 15
  • 16.
    Research Data ManagementShared Service IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 16
  • 17.
    Jisc Research systemssurvey IDCC 2016 - Jisc research data management shared service workshop - 0% 50% 100% 150% <100 TB 100-499 TB 500-999 TB 1PB+ RD storage capacity Research Systems Current active Planned active (3yrs) Current archive Planned archive (3yrs) Institutional Repository CRIS Data registry/catalogue Archival preservation systems 0 50 100 File sync & share Software repository 22/02/2016 17
  • 18.
    What universities wantfrom the Jisc shared service IDCC 2016 - Jisc research data management shared service workshop - Reduce IT burden Preservation Automation with ELN Interoperability with CRIS Cost effective storage Integration across systems User friendly deposit Improve discovery Share & develop practice Move to centralised services No service yet …this will enable that 22/02/2016 18
  • 19.
    International IDCC 2016 -Jisc research data management shared service workshop -22/02/2016 19
  • 20.
    Some further information»Our research data (etc.) blog - http://researchdata.jiscinvolve.org/wp/ » The shared research data management service requirements: http://researchdata.jiscinvolve.org/wp/2015/11/10/rdm-shared-service-briefing-and- updated-requirements/ » Related workshop: http://researchdata.jiscinvolve.org/wp/2015/11/23/rdm-shared-service-workshops/ » The expression of interest form for universities and colleges: http://researchdata.jiscinvolve.org/wp/2015/11/06/research-data-management-shared- service-call-for-formal-expressions-of-interest/ » The related tender document for systems & developers can be found here: https://tenders.jisc.ac.uk/ » Latest research at risk update: http://researchdata.jiscinvolve.org/wp/2015/12/10/research-at-risk-progress-update/ IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 20
  • 21.
    Acknowledgements » Images: Dog onlead: https://www.flickr.com/photos/cogdog/19666844558/in/photolist-61tiJQ-vXTHGS-5nftYp Pottery fragments: https://www.flickr.com/photos/cogdog/9927993383/in/photolist Share the road: https://www.flickr.com/photos/cogdog/5910598311/in/photolist » Chart of progress for Research Data Management areas on slide 11 from Joy Davidson, DCC, University of Glasgow, 8 May 2014 IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 21
  • 22.
    Find out more… RachelBruce rachel.bruce@jisc.ac.uk Twitter @rachelbruce Except where otherwise noted, this work is licensed under CC-BY-NC-ND IDCC 2016 - Jisc research data management shared service workshop -22/02/2016 22

Editor's Notes

  • #5 R&D challenges – the RDM service comes from research at risk – but there area range of areas for example the learning analytics area where uni and colleges wanted Jisc to work with them to provide solutions – community of practice , examining legal and ethical issues, and Jisc has established a shared data warehouse and analytics engine – and developing added value features – for student experience – ( retention, attainment etc )
  • #6 Takes me back to our codesign research at risk – here is what the sector were asking us to work with them on. There was a strong desire for shared services, but getting to identify them wasn’t straight forward.
  • #7 So in the UK there are lots of policies in place that push the sharing and management of research data. This from the RCUK ( 7 research councils covering all the disciplines ) – but underneath this different ways in which they support and implement this – clearly though recognising that public data should be shared and open – but that it does cost – therefore they all support it in their grant process – however despite this there is a gap in terms of long term costs for the sector and sustainable services into the long term
  • #8 Royal Society June 2012, Science as an Open Enterprise, http://royalsociety.org/policy/projects/science-public-enterprise/report The following year there was this report – this I think has had a significant impact – perhaps because it came from the Royal Society and because this is a voice from the researchers not the funders or Govt. Etc Concept of intelligent openness – so showing nuance but still a bold statement that this is part of science
  • #9 2011 announced, roadmaps by 2012 – in place from 1 May 2015. @ 1st some anxiety, now helped to get the issue on the VCs table as well as Unis are wanting to embrace the agenda and the need to create and support modern research environments. Looking at other disciplines not just engineering and physical sciences.
  • #16 A poll of around 35-40 uk HEIs– is 2014 but still an indicator that there isn’t much implementation. Red is implementation. Look at preservation and sustainability – still at thinking and planning stages.
  • #17 Whilst there is the stick, and there is some funding in grants it is a cost – there is a cost for a modern research environment and recently we have worked with the UUK, RCUK, HEFCE etc to develop an open research data concordat that is about the funders and universities signing up to an agreed direction – recognising it is needed but that it is a journey - and the responses to this demonstrated a desire to engage but a concern about cost for RDM infrastructure …so a natural desire to share and to crack this together.
  • #18 Jisc research systems survey – shows that in the next 3 years there is an expected increase in storage needs
  • #19 What people say they want and reasons for being part of a shared RDM service – etc Some longer term issues like – automation with ELN, and also sensitive data, big data to be tackled a little later down the line - Institutionally branded RDM and research object repository solution Support policy compliance (EPSRC, OA, OpenAIRE etc.) and best practice Institutional support to refine RDM requirements and implementation Focus on intuitive UI and ease of use for researchers Focus on interoperability between institutional and external research systems Extensible, open standards based approach Bit-storage archiving and data preservation New features from Jisc pilot services: Usage Statistics and metrics, UK Research Data Discovery Service Jisc manages system, relieving burden from institutional IT and procurement staff Comprehensive reporting on RDM …….Also Jisc will work with you on your use cases and problem areas.