RDM Priorities, Stakeholders, Practice


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  • Without wanting to state the obvious !!!!!
  • All urls and links will be available on the last slide
  • 25 years ago
    disk storage - expensive
    researchers interested in working with data came together to petition the PLU and the University’s Library – wanting a university-wide provision for files that were too large to be stored on individual computing accounts
    Early holdings were research data from universities of edinburgh, glasgow, and strathclyde
  • Division with Information services along with Applications , IT Infrastructure, Library and Collections, User Services Division, DCC
  • Primarily social sciences but not exclusively so, large scale government surveys (micro data), macro-economic time series data (country-level data), Elections studies, Geospatial data, financial datasets, population census data
    Free on internet / subscription / through national data centres/archives / resource discovery portals
    Registration / authorisaiton and authentication / special conditions / budget to pay for data
    SPSS, STATS, SAS, R, ArcGIS – interpret documentaiton/codebooks, merge and match users data with other data (via look-up tables), subset data
    Data Catalogue
  • Funded by JISC as part of its UK programme, Managing Research Data to develop online learning materials to assist researchers manage their digital assets.
    IAD – set up to deliver training and development for postgraduate students and staff – via online course, Virtual Learning Environments, transferable skills training
  • Training for postgraduates and early career researchers
     These  were  the  School  of  Divinity,  School  of  History,  Classics  and  Archaeology),  School of Biomedical Sciences),  (School  of  Molecular  and  Clinical  Medicine),   (School  of  Physics  and  Astronomy).  Also,  the  School  of  Geosciences
  • Publicly funded research area public good produced in the public interest; data with long-term value should be preserved & accessible for re-use; metadata for searching and description/context; embargo for privileged use by researcher; data citation/attribution
  • Funders have policies, responsibilities fall to the
    university as well as the researcher
    Researchers are mobile
    Institution and researcher must work together,
    define the responsibilities
    Awareness raising within university of practicalties
  • 1.6PB storage – allocated to Schools / research institutes / research groups
  • To support most research use-cases, provide off-site back-up
    ECDF – cross-platform storage, HPC file storage, back-up services, version control & software source code store
  • THIS grant, funded THAT piece of equipment, which was used to create THIS data set, that was described in THESE journal articles
  • There are a wide variety of different communication activities that will be required to ensure that all audiences receive the right message, at the right time, and in an appropriate way
  • 20 Billion Dollars
    The Pilot involves key areas of Horizon 2020:
    Future and Emerging Technologies
    Research infrastructures – part e-Infrastructures
    Leadership in enabling and industrial technologies – Information and Communication Technologies
    Societal Challenge: Secure, Clean and Efficient Energy – part Smart cities and communities
    Societal Challenge: Climate Action, Environment, Resource Efficiency and Raw materials – with the exception of topics in the area of raw materials
    Societal Challenge: Europe in a changing world – inclusive, innovative and reflective Societies
    Science with and for Society
  • RDM Priorities, Stakeholders, Practice

    1. 1. PREFACE: Without wishing to state the obvious Ideas are the currency used by all learned institutions - their generation, communication, and exchange precipitate knowledge. However academic institutions are governed and influenced by a complex set of contributors: history, culture, politics, legislation, economics, geography, jurisdiction They may function under specific operational parameters: public or private centralized or devolved vocational or academic large or small
    2. 2. They may susceptible to sentient elements such as: Opportunism Serendipity Reputation Competition Aspiration But all things considered each is equipped with: strategic direction research agendas curriculum development support infrastructures technological capabilities THUS - What’s significant or appropriate for one institution may not be so for the another!
    3. 3. RDM Priorities, Stakeholders, Practice: an Edinburgh perspective Stuart Macdonald CISER Data Services Librarian Associate Data Librarian University of Edinburgh Emails: srm262@cornell.edu stuart.macdonald@ed.ac.uk Presented at the Cornell Univ. RDMS & Data Discussion Groups Meeting, 7 March, 2014
    4. 4. EDINA & Data Library (EDL) • EDINA and University Data Library (EDL) together are a division within Information Services (IS) 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.
    5. 5. EDINA National Data Centre • Mission statement: “We develop and deliver online services and digital infrastructure for UK research and education ….. drawing upon knowledge and expertise gained through research, innovation and development.” • 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 • 5 - 10 major projects (incl. services in development) • employs about 80 staff (Edinburgh & St Helens)
    6. 6. Data Library services and projects • Data Library & Consultancy • JISC-funded projects – DISC-UK DataShare (2007-2009) • Edinburgh DataShare Repository – Research Data MANTRA (2010-2011) – Data Audit Framework Implementation (2008)
    7. 7. Data Library & Consultancy • • • • • finding… accessing … using … teaching … managing Building relationships with researchers via postgraduate teaching activities, research support projects, IS Skills workshops, Research Data Management training and through traditional reference interviews.
    8. 8. Edinburgh DataShare An online institutional repository of multi-disciplinary research datasets produced at the University of Edinburgh, hosted by the Data Library Researchers producing research data associated with a publication, or which has potential use for other researchers, can upload their dataset for sharing and safekeeping. A persistent identifier and suggested citation will be provided. DataShare is a customised DSpace instance with a selection of standards-compliant metadata fields useful for dataset discovery, through Google and other search engines via OAI-PMH.
    9. 9. Research Data MANTRA Partnership between: Data Library & Institute for Academic Development Funded by JISC Managing Research Data Programme (Sept. 2010 – Aug. 2011) Grounded in three disciplinary contexts: social science, clinical psychology and geoscience Aim was to develop online interactive open learning resources for PhD students and early career researchers that will: • Raise awareness of the key issues related to research data management • Contribute to culture change & good research practice
    10. 10. Online learning module Eight units with activities, scenarios and videos: • • • • • • • • 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 licensing Four data handling practicals: SPSS, NVivo, R, ArcGIS Xerte Online Toolkits – University of Nottingham • CC licence to allow manipulation of content for re-use with attribution • Portable content in open standard formats (e.g. SCORM)
    11. 11. RDM Roadmap@Edinburgh - an institutional approach Background: Edinburgh Data Audit Framework (DAF) Implementation Project (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 RDM training Develop university research data management policy Develop services & support for RDM (in partnership IS)
    12. 12. Drivers • RDM policy containing 10 aspirational statements affirming both the researchers’ and the University’s responsibilities, e.g. •PI responsible for RDM •University will provide RDM support and training •University will provide RDM services (such as back-up, storage, deposit) •Data retained elsewhere will be registered with the University •RDM plans must ensure that data are available for access and re-use under appropriate safeguards • UKRC Common Principles of Research Data Policy states: •Publicly funded research are a public good produced in the public interest •Data with long terms value should be preserved & accessible for re-use • UK Research Funders have all issued research data management policies demanding institutions take care of and preserve data for re-use
    13. 13. Committees An RDM Policy Implementation Committee was set up by the Vice Principal Knowledge Management, Professor Jeff Haywood to implement recommendations: • Membership from across IS • Charged with delivering services that will meet RDM policy objectives • Iterate with researchers to ensure services meet the needs of researchers The Vice Principal also established a Steering Committee led by Prof. Peter Clarke comprising members of Research Committee from the 3 colleges, IS, DCC and Edinburgh Research and Innovation (ERI). Their role is to: • Provide oversight to the activity of the Implementation Committee • Ensure services meet researcher requirements without harming research competitiveness
    14. 14. RDM Roadmap •EPSRC expects funded projects to have developed a roadmap aligned with EPSRC’s RDM expectations by 1st May 2012, and to be fully compliant with these expectations by 1st May 2015. •The Executive Summary of the Information Services Plan, 2012-13 states, “Research data management & storage – policies, training, curation, preservation, baseline 0.5Tb/user,” is a major IS-led project for the year. •The Edinburgh RDM roadmap was set out as a high level plan for its delivery, noting objectives, outcomes, deliverables and target dates for an 18-month period - consisting of Phase 0 planning period (May – Sept. 2013) followed by 3 x six monthly phases up to April 2015. •The RDM Roadmap forms the basis of the RDM Programme of service, support and communication activities.
    15. 15. Costs ! •The roadmap follows up a business case submitted to the University IT Committee in Summer 2012 by Jeff Haywood which estimated one-off and recurrent costs. •In May 2013 Vice Principal announced that funding would be in the order of £2 million split between infrastructure and RDM support and technical personnel. •Currently the Roadmap does not include itemised costs. •Freemium model - 1.6PB storage – allocated to Schools / Research Institutes / Research groups
    16. 16. General consultancy and support service throughout the research process Example services might include: • Tailored awareness and advocacy activities • Online Data Management guidance • Training (online / F-2-F) • Data Management consultancy (as part of grant funded research)
    17. 17. Support for planning activities that are typically performed before research data is collected or created Example services might include: • Bespoke Data Management Planning (DMP) support (as dependent upon funding body’s requirements) • Customised DMPOnline tool (incl. boiler plate text)
    18. 18. Facilities to store data that is actively used in current research activities, to provide access to that storage, and tools to assist in working with the data Example services might include: • Accessible cross-platform Data Store • (Remote) File Access Services (e.g. Dropbox-like) • Data Synchronisation (e.g. mobile devices) • Web-based Collaboration tools • Structured Data Version Control (WebDAV) • Central Database service
    19. 19. Tools and services to aid in the description, deposit, and on-going management of completed research data outputs Example services might include: • Data archive service (vault) • Data asset register • Data repository (enhanced) • PURE Current Research Information System integrated with other systems
    20. 20. To describe how these services fit together we have differentiated each system by what it will hold & who can access the content. The vertical axis differentiates between systems that hold metadata only from those that contain data files The horizontal axis differentiates between private and public systems
    21. 21. • PURE is our Current Research Information System (CRIS).  It is a private system for the University to record metadata about the research outputs it generates.  (It can hold files, and has a public interface, but this is primarily for OA publications rather than research data). • DataShare is our open data repository.  It holds and curates datasets (and associated metadata) for public consumption on behalf of the data creators.  • What about the other two quadrants: • Is there a case where we need a public store of metadata about research data? • or a private store of finished data sets? • We think there is!
    22. 22. Public Metadata: Not only is it good practice for a research institution to know what research data it is creating, some research funders require this. In addition the University’s RDM policy requires (point 6.) “Any data which is retained elsewhere, for example in an international data service or domain repository should be registered with the University.” This need can be fulfilled by a Data Asset Register or DAR. Private Data: Whilst some data are suitable for sharing, some will need to have their access controlled. Thus there is a need for a secure place for keeping data. Once archived there files should only be accessible by the data creator. It should not be possible to change files, but only to create new versions or to remove/delete them. This need can be fulfilled by a Data Vault – a place to store datestamped golden copy data (associated with a paper, containing personal information, from completed research, or subject to retention rules)
    23. 23. Interoperation Systems do not live in isolation, and become more powerful and more likely to be used if they are integrated with each other. However, the last thing that we want is to introduce further systems that need to be fed with duplicate information. This means interoperation for some or all of the components
    24. 24. Working on the premise that the DAR will become the main user interface for entering metadata about datasets: It may also be the main user interface for uploading files into the Data Vault. Thus the DAR and the Vault will need to be integrated. PURE is the master system for holding records and relationships about research outputs including data sets. If some or all of these are being created in the DAR, then they will need to be pushed into PURE. Equally if data are being registered directly in PURE, it will be useful to pull this out of PURE and into the DAR Finally, for instances where metadata is held in the DAR, corresponding files are held in the Data Vault, the data owner may decide to make the data openly available. Thus the DAR should be able to deposit these as a new item in the Data Repository.
    25. 25. RDM Programme Communications Plan There are a number of different groups within the university and outside with whom we need to communicate our RDM programme. This will be done through a variety of communication activities. Target Audiences 1.University of Edinburgh staff need to understand the principles of RDM and how it is practiced and supported within the University: • • • Research active staff IS and School/college support staff Other university committees and groups (research policy group, library committee, IT committee, knowledge strategy committee) 2.External collaborators and stakeholders such as funding bodies, Russell Group, national and international RDM community e.g. RDA, DANS, ANDS, COAR, DPC, DCC
    26. 26. Key Messages: Co-ordinated, Consistent, Coherent There are three key messages which will need to be tailored and made timely and relevant to our target audiences. The core of each message however must be maintained to ensure that everyone gains the same level of understanding. 1.The University is committed to and has invested in RDM • services, training, support 2.What is meant by Research Data Management? • definitions, data lifecycle, responsibilities 3.The University is supporting researchers • encourage good research practice, effect culture change
    27. 27. Communication activities • Awareness raising sessions • In each of the 22 Schools (all researchers) – to ensure that all research staff have the same level of knowledge about RDM • Attend School Research Committee meeting to ensure committee understands key RDM messages • Regular (12 monthly) updates for IS staff on RDM Programme • Tailored sessions for specific support groups (ERI, Helpline) • Tailored sessions for School support staff – likely to be first port of call for researchers • Segment into new staff induction sessions (run by IAD) • Website – ‘One Stop Shop’ for all university RDM materials (FAQs, key messages, RDM planning guidance, service guides)
    28. 28. • Internal and external publications • • • • • • • Service leaflets Data blog Internal publications (newsletters, annual and community reports) Emails to staff applying for grants Emails to staff who have just received a grant Information Packs for new grant recipients sent out by Research Office (ERI) containing service leaflets, help guides, contact details Outreach and dissemination (papers, posters, demos at conferences, seminars, articles, blog posts) • Training for researchers • • Online via MANTRA Training courses (1-2 hour sessions over 6 weeks delivered by IS) • Training for support staff • • • Academic Support Librarian Training Training for Research Office staff Training for School Support staff (esp. research administrators, data managers, IT support staff) • Launch of Live Services – May 2014 ! • External Events – IDCC, RDMF, RDA events, conferences where appropriate
    29. 29. Jisc MRD Programme 2009-2013 • Jisc is ‘a registered charity [.. that ..] champions the use of digital technologies in UK education and research.’ It is funded by all the UK tertiary education funding councils. • Jisc funded two Managing Research Data (MRD) strands: • Strand 1 (Oct. 2009 – Sept. 2011) • • • • • Piloting RDM infrastructures within institutions Improving practice in RDM planning Developing tools to help institutions plan their RDM practice Demonstrating the benefits of citing, publishing and research data Developing RDM Training materials – up-skilling researchers and support staff
    30. 30. Strand 2 (Oct. 2011 – Jul. 2013) - Working closely with the DCC this strand aimed to improve institutional RDM capability. • 17 institutional projects to help universities pilot or develop RDM infrastructures to provide quality support for research • 8 projects for helping research groups or departments fulfill the requirements of research funders by implementing DMPs • 2 projects to customize DCC’s DMP Online tool for institutional use These activities were complemented by work: • to improve the practice of data citation and explore innovative ways of publishing research data • to develop disciplinary focused RDM training materials for other stakeholders, including discipline liaison librarians and research liaison officers.
    31. 31. Objectives are to: 1. Build support structures for researchers in depositing research publications in collaboration with Open Access Liaison Offices in 27 member states 2. Establish and operate an electronic infrastructure for handling scholarly communications and other value-added functionality (annotation tools, metrics and reporting tools) 3. Work with subject communities to explore the practices, incentives, workflows, and technologies required to deposit, access, and manipulate research datasets associated with research publications.
    32. 32. The European Commission recently announced its €15 Billion Horizon 2020 Programme, intended to boost the  knowledge economy with a set of "... new rules to make 'open access' a requirement for Horizon 2020, so that publications of project results are freely accessible to all .“ Open Access to Research Data The EC has also announced a Pilot on Open Access to Research Data. This aims to maximise and share research data produced by EC funded projects ‘for the benefit of society and the economy’. Each pilot project will have to develop an RDM Plan indicating what kind of data their project will create and how this data can be exploited and made available ‘for use by other researchers, innovative industries and citizens . The EC has also issued Guidelines for Data Management and another set of guidelines for Open Access to Scientific Publications and Data.
    33. 33. THANK YOU! Links: Data Library Services: http://www.ed.ac.uk/is/data-library EDINA: http://edina.ac.uk/ Edinburgh University Data Policy: http://www.ed.ac.uk/is/research-data-policy Edinburgh Data Audit Framework (DAF) Implementation: http://ie-repository.jisc.ac.uk/283/ Research Data MANTRA course: http://datalib.edina.ac.uk/mantra Edinburgh University RDM Roadmap: http://tinyurl.com/km99a9l Managing Research Data Strand 1: http://www.jisc.ac.uk/whatwedo/programmes/mrd.aspx Managing Research Data Strand 2: http://tinyurl.com/6w6g6qx OpenAIRE: https://www.openaire.eu/en/home Guidelines on Open Access to Scientific Publications and Research Data in Horizon 2020 [Dec. 2013]: http://tinyurl.com/ndfrdts Guidelines on Data Management in Horizon 2020 [Dec. 2013]: http://tinyurl.com/leu4v7h
    34. 34. Acknowledgements: Dr. Cuna Ekmekcioglu (Vice Principal’s Office) Sarah Jones (Digital Curation Centre) Stuart Lewis (Research & Learning Services) Kerry Miller (Research & Learning Services) Robin Rice (EDINA & Data Library) Dr. John Scally (Library and Collections) Tony Weir (IT Infrastructure)