ANDS Brown Bag Webinar29 March 2012

Martin Donnelly & Sarah Jones

Research data management and the Digital Curation Centre

Running order

1. About the DCC2. The UK scene3. Key trends/topics for deeper discussion

i. Data Management Planningii. Roadmaps and Policiesiii. DCC support for institutional RDMiv. JISC Managing Research Data programmes

4. Q&A

Running order

1. About the DCC2. The UK scene3. Key trends/topics for deeper discussion

i. Data Management Planningii. Roadmaps and Policiesiii. DCC support for institutional RDMiv. JISC Managing Research Data programmes

4. Q&A

Digital Curation Centre ( )

- Founded in 2004- Three partners: Universities of Edinburgh

(lead), Glasgow and Bath- Main funder is JISC, with shorter-term funding

from various other sources

“Helping to build capacity, capability and skills in data management and curation across the UK’s higher education research community.”

- DCC Phase 3 Business Plan

What do we do?

• Offer guidance – helpdesk, briefing papers, how-to guides

• Run training & events– DC101, roadshow, RDMF, IDCC

• Develop tools – CARDIO, DAF, DRAMBORA, DMP Online

• Support the JISC – esp. via the Managing Research Data programmes

Support offered by the DCC

Assess Needs

Make the case

Develop support

and services

RDM policy development

Customised Data Management Plans

DAF & CARDIO assessments Guidance and

training

Workflow assessment

DCC support

team

Advocacy with senior management

Institutional data catalogues

Pilot RDM tools

Running order

1. About the DCC2. The UK scene3. Key trends/topics for deeper discussion

i. Data Management Planningii. Roadmaps and Policiesiii. DCC support for institutional RDMiv. JISC Managing Research Data programmes

4. Q&A

UK Research Data Management

Three key trends:

- Economic factors- Increased openness and

sharing - Increasing requirements

(and scrutiny)

Economic factors

Open access to government data (ideological, UK government driven: private sector should be able to benefit from public resources)

6.9 The Research Councils expect the researchers they fund to deposit published articles or conference proceedings in an open access repository at or around the time of publication. But this practice is unevenly enforced. Therefore, as an immediate step, we have asked the Research Councils to ensure the researchers they fund fulfil the current requirements. Additionally, the Research Councils have now agreed to invest £2 million in the development, by 2013, of a UK ‘Gateway to Research’. In the first instance this will allow ready access to Research Council funded research information and related data but it will be designed so that it can also include research funded by others in due course. The Research Councils will work with their partners and users to ensure information is presented in a readily reusable form, using common formats and open standards.http://www.bis.gov.uk/assets/biscore/innovation/docs/i/11-1387-innovation-and-research-strategy-for-growth.pdf

Government pressure on RCs…

Institutional and funder perspectives- Research today is technology enabled and data intensive- Data as long-term asset; identify and preserve- The fragility and cost of digital data; curate to reuse and

preserve- Data sharing: research pooling, cross-disciplinary and global

partnering, new research from old, the wealth of knowledge- The cost of technology and human infrastructures- Pressure to show return on public investment of £3.5bn- Compliance with legislation and funder policies- The data deluge: volume and complexity, not just in HEIs- Financial and human consequences from lost data- The cost of administering unmanaged datasets

Increased openness and sharing

Surfing the TsunamiScience, 11 February 2011

“For science to effectively function, and for society to reap the full benefits from scientific endeavours, it is crucial that science data be made open”

Increasing policy req’ts & scrutiny

Policy

EPSRC expects all those institutions it fundsto develop a roadmap that aligns their policies and processes with EPSRC’s expectations by 1st May 2012;to be fully compliant with these expectations by 1st May 2015.Compliance will be monitored and non-compliance investigated.Failure to share research data could result in the imposition of sanctions.

RCUK Policy and Code of Conduct on the Governance of Good Research Conduct, 2008 (updated October 2011)UNACCEPTABLE RESEARCH CONDUCT includes mismanagement or inadequate preservation of data and/or primary materials, including failure to:

keep clear and accurate records of the research procedures followed and the results obtained, including interim results;

hold records securely in paper or electronic form;

make relevant primary data and research evidence accessible to others for reasonable periods after the completion of the research: data should normally be preserved and accessible for 10 yrs (in some cases 20 yrs or longer);

manage data according to the research funder’s data policy and all relevant legislation;

wherever possible, deposit data permanently within a national collection.

Responsibility for proper management and preservation of data and primary materials is shared between the researcher and the research organisation.

Running order

1. About the DCC2. The UK scene3. Key trends/topics for deeper discussion

i. Data Management Planningii. Roadmaps and Policiesiii. DCC support for institutional RDMiv. JISC Managing Research Data programmes

4. Q&A

i. Data Management Planning

DMP-related resources– “Dealing with Data” (Lyon, 2008)– Analysis of Funder Policies (Jones, 2009)– Checklist for a Data Management Plan

(Donnelly and Jones, 2009)– DMP Online (Donnelly, Richardson and

Pattenden-Fail, 2010-2012) – “How to Develop a Data Management and

Sharing Plan” (Jones, 2011) Edinburgh: Digital Curation Centre

– “Data Management Plans and Planning” (Donnelly, 2012) in Pryor (ed.) Managing Research Data, London: Facet

Links to all DCC resources via http://www.dcc.ac.uk/resources/data-management-plans

ii. DMP Online: features• Helps users meet requirements from multiple

‘masters’ (funders, publishers, institutions…)• Provides tailored guidance at point of need• Acts as a communication mechanism between

different stakeholder groups• Collateral benefit: raises awareness of RDM

issues and may be suitable as a training tool (new JISC projects exploring this)

DMP Online v3.0New features in v3.0 (March 2012)…

- Overlaying multiple templates for ‘hybrid’ DMPs- Template phases (e.g. pre- / during / post-project)- Granular read / write / share permissions- Customised institutional versions- API for systems interoperability- Shibboleth authentication- Multilingual support- Boilerplate text

ii. Policies and roadmaps

“EPSRC expects all those it funds to have developed a clear roadmap to align their

policies and processes with EPSRC’s expectations by 1st May 2012, and to be

fully compliant with these expectations by 1st May 2015.”

www.epsrc.ac.uk/about/standards/researchdata/Pages/default.aspx

Growing list of uni RDM policies

www.dcc.ac.uk/resources/policy-and-legal/institutional-data-policies

The UK base model

www.ed.ac.uk/is/research-data-policy

iii. DCC support for institutional RDM

Three main strands:

• Data management roadshows• Institutional Engagements• New guidance / case studies

Data Management roadshowsto allow every institution in the UK to prepare for

effective research data management, and understand more about how the DCC can help

www.dcc.ac.uk/events/data-management-roadshows

“The roadshow as a whole will feed into the

implementation plan we are developing following the

passing of our RDM policy”

“I was looking for a foundation in the issues for a librarian. Spot on!”

Exercises at the roadshow

Assessing strengths & weaknesses with CARDIO

http://cardio.dcc.ac.uk/quiz

Supporting data management planning

www.dcc.ac.uk/webfm_send/770

Making the case for RDMwww.dcc.ac.uk/webfm_send/793

Developing a roadmaphttp://tiny.cc/roadmap-slides

Institutional Engagements

With funding from HEFCE we’re:

• Working intensively with 18 HEIs to increase RDM capability– 60 days of effort per HEI drawn from a mix of DCC staff– Deploy DCC & external tools, approaches & best practice

• Support varies based on what each institution wants/needs

• Lessons & examples will be shared with the community

www.dcc.ac.uk/community/institutional-engagements

Support offered by the DCC

Assess Needs

Make the case

Develop support

and services

RDM policy development

Customised Data Management Plans

DAF & CARDIO assessments Guidance and

training

Workflow assessment

DCC support

team

Advocacy with senior management

Institutional data catalogues

Pilot RDM tools

Some current IE activities

Assessing needs

RDM roadmaps

Piloting tools e.g. DataFlow

Policy development

Policy implementation

How to develop RDM services

In development!

Why develop services?

Roles and responsibilities

Process of service development

The components / building blocks• Policy• Data Management

Planning• Storage• Data registry.....

Getting started

Examples and case studies to

develop into toolkit

iv. JISC MRD programmes• MRD 01: October 2009 – July 2011

– £4.3 million investment– www.jisc.ac.uk/whatwedo/programmes/mrd.aspx

• MRD 02 – October 2011 – July 2013– £4.6 million investment– www.jisc.ac.uk/whatwedo/programmes/di_researchmana

gement/managingresearchdata.aspx

Programme Manager: Simon Hodson s.hodson@jisc.ac.uk

MRD strands• Research Data Management Infrastructure (RDMI) Projects

– 18 month institutional projects to pilot (& embed) RDM systems and support services

• Data Management Planning Projects– Funder collaborations, 6 month disciplinary projects & 12 month DMP Online pilots

• Research Data Management Training Materials Projects– Disciplinary courses and professional training for librarians & support staff

• Citing, linking, integrating & publishing data– 12 month projects on data publication, citation, DRYAD-UK pilot, journal policies etc

• Support and Tools Projects – costs & benefits, skills development, CARDIO tool

JISC UMF Shared Services & Cloud

Various strands, including:• DCC institutional engagement programme• Four tools to be piloted as shared services

http://www.jisc.ac.uk/whatwedo/programmes/umf.aspx

BRISSkitManaging sensitive patient

data between hospital & university infrastructurehttp://tiny.cc/BRISSkit

Sheer curation: ease transitionDataStage DataBank

www.dataflow.ox.ac.uk Database as a Service

http://vidaas.oucs.ox.ac.uk

Smart Research FrameworkLabTrove, Blog3, and LabBroker services

as a shared virtual infrastructure www.mylabnotebook.ac.uk

Key JISC projects to check out

1. DataFlow (tool)2. Research Data MANTRA (online training)3. Sudamih / Incremental (guidance)4. DMTPsych (customisation of DMP Online)5. ADMIRe (institutional approach – Uni of Nottingham)

DataFlow

• an integrated set of tools to manage data within projects and then easily transfer to repositories

• research groups run own instance of DataStage & institutions deploy DataBank

• make it easy to preserve and publish valuable data

• DOIs assigned to gain academic credit

• Currently recruiting users for testing!

www.dataflow.ox.ac.uk

Research Data MANTRA• Online RDM course from University of Edinburgh• Includes quizzes, videos, case studies...• Available for reuse CC-BY

http://datalib.edina.ac.uk/mantra

Sudamih / Incremental

www.admin.ox.ac.uk/rdm

www.lib.cam.ac.uk/preservation/ incremental/index.html

DMTPsych

• PowerPoint slides to be used in taught research methods courses

• Workbook containing psychology specific guidance on completing the DCC’s Online Data Management Planning Tool (including worked examples)

• A paper copy of the DMPT to be completed by students

www.dmtpsych.york.ac.uk

ADMIRe

http://admire.jiscinvolve.org/wp

Find out more

• MRD project blogs: http://tiny.cc/MRDblogs

• Twitter hashtag: #jiscmrd

• International conference to showcase outputs planned for March 2013 in UK

Running order

1. About the DCC2. The UK scene3. Key trends/topics for deeper discussion

i. Data Management Planningii. Roadmaps and Policiesiii. DCC support for institutional RDMiv. JISC Managing Research Data programmes

4. Q&A

Thank you

Image credits:Slide 1: DCC Team at IDCC © Tim GanderSlide 25: Networking at the Cambridge roadshow (CC-BY)

This work is licensed under the Creative Commons Attribution 2.5 UK: Scotland License.

Martin DonnellyDigital Curation CentreUniversity of Edinburgh

martin.donnelly@ed.ac.ukTwitter: @mkdDCC

Sarah JonesDigital Curation CentreUniversity of Glasgow

sarah.jones@glasgow.ac.ukTwitter: @sjDCC

Check out DCC at: www.dcc.ac.uk or follow us on twitter @digitalcuration and #ukdcc