educause 2015 rdm maturity

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Drivers and Responses Toward Research Data Management Maturity: Transatlantic Perspectives Jan Cheetham • Rory Macneil • Brianna Marshall • Robin Rice

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Drivers and Responses Toward Research Data Management Maturity:

Transatlantic Perspectives

Jan Cheetham • Rory Macneil • Brianna Marshall • Robin Rice

Take the online version of our RDM maturity survey at: tinyurl.com/edu15RDM

Please include #edu15RDM in your tweets!

About Us

Brianna MarshallLead, Research Data ServicesUW-Madison

Jan CheethamResearch Cyberinfrastructure LiaisonUW-Madison

Robin RiceData LibrarianUniversity of Edinburgh

Rory MacneilCEO Research Space

Session Overview

UW-Madison (USA)• Drivers• Organizational responses• Components

University of Edinburgh (UK)• Drivers• Organizational responses

Research Space (UK)• Components

Survey results and open discussion: How do we define RDM maturity?

Drivers: External Funder Mandates

• Office of Science and Technology Policy (OSTP) memo • Released spring 2013; took effect fall 2015• Requires open sharing of published articles and data• Publication repository is provided; data repository is not• Applies to agencies with $100M + in R&D

• Fair Access to Science and Technology Research (FASTR) • Identical bills introduced to House and Senate in spring

2013• Requires open sharing of published articles• Must be passed into law to take effect• Applies to agencies with $100M + in extramural

spending

Drivers: Organizational

• Compliance with external requirements

• Stewardship of institutional assets

• Safeguarding reproducibility and intellectual property

• Enabling research that is increasingly data-driven and collaborative

Drivers: Researcher needs and changing work patterns

• Ample technology to generate data but few skills to manage it effectively

• Movement toward openness, impacted by OSTP and spurred by early career researcher expectations

• Disciplinary culture shifts toward data reuse + reproducibility

• Need for multi-purpose online spaces to collaborate, share, store, and archive research outputs (including data)

Organizational responses: Delivery

Focus of delivery has been on:• Policies• Tools• RDM expertise• Education/outreach for researchers

Challenges•Who owns RDM?•How do you staff RDM?•Who pays for RDM?

Components: Policies

Data governance• Policies and standards• Information quality• Privacy, compliance, security• Architecture, integration

Data stewardship policy• Retention for 7 years or more• PI is steward

Components: Tools

On Premises Storage Institutional Repository

Electronic Lab Notebooks Box

Components: Expertise and staffingLibrary

• Research Data Services• Liaison librarians

Central IT• Engagement staff

Advanced Computing• Facilitators• Faculty (Data Carpentry)

Disciplines• Staff experts in privacy, data

analysis, documentation, sharing

Components: Outreach and education

DMP Consultations

Workshops

Researcher challenges:• Common data curation methods

in research groups• Long-term archiving resources• Need to focus resources on data

analysis phase, keeping up with hardware and software changes

• Restrictive policies

Drivers: External

Funder mandates:• ESRC & NERC have long-standing data archiving

policies• Research Councils UK publish

Common Principles on Data Policy, 2011• EPSRC turns tables, makes institutions responsible,

2012, full compliance expected by May 2015• European Commission Horizon2020 funding includes ‘Open

Data Pilot’ • Overall, data management plans expected for funded

research

Publishers’ policies to mandate making data available helps too

Drivers: Organizational

• FOI legislation - University of East Anglia ‘climategate’ negative publicity

• Desire to showcase all research outputs

• Desire to support researchers to comply with funder policies

• Promote research integrity / avoid scientific fraud

• Mostly - not to lose EPSRC funding!

http://www.news24.com/SciTech/News/UK-cops-close-Climategate-investigation-20120718

Drivers: Researcher needs and changing work patterns

• Open Access publication mandates driving culture change• Importance of UK Research Excellence Framework • Shifting (generational?) norms about sharing & social media• ‘Impact agenda’ & altmetrics• Larger, broader collaborations • Data-driven science• Discipline-specific changes,

• eg AllTrials.net campaign• Slowly changing perception of data as ‘first class research

object’

Organizational responses: Structural

University of Edinburgh Information Services takes up mantle:• Library, Computing Service & Data Library

Early projects set the tone: • DISC-UK DataShare and Data Asset Framework (DAF)

‘Enabling’ (and first) UK university RDM policy, May 2011

RDM Roadmap to implement policy, 2012-present:• Fit to data lifecycle: planning, active storage, stewardship

Governance• Academic-led steering group

Organizational responses: Priorities

• Support for Data Management Planning, DMPOnline tool customization, template

• Half terabyte per researcher storage with Dropbox-like functions (DataStore, DataSync)

• Open Access data repository (Edinburgh DataShare)• Long term Data Vault (private storage)• Awareness raising, training, joining up support functions

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

Organizational responses: Delivery

• RDM ‘action group’ • Raising awareness has a number of challenges• CIO has been crucial champion of the cause• Interaction with schools (departments)

• Next step: moving from umbrella of (confusing) services to a unified and comprehensive research data service under a service management framework

ELN as integrating RDM component at Edinburgh

An online tool used by researchers in biology, chemistry, biomedicine and related fields to collect and share research data

Connected ELN

An ELN designed to integrate with core RDM components at an institution level including file storage, repositories and archives

Standalone ELN A standalone tool used by individual labs

Electronic Lab Notebook

▶ Individual researchersEase of use

▶ Research data managersIntegration with RDM

infrastructure ▶ IT managers

Ease of deployment and administration

Connected ELN challenge: Satisfy four sets of requirements

Researchers Administrators

▶ PrincipaI InvestigatorsLab management

Repository

ArchiveData

Files

Data Data

Data

ELN

Standalone ELN Workflow

Institutional file stores

Lab file stores

ResultsELN just another silo

Storage Repository Archive ELN

Data does not get captured by institution

Data

Data, file links and metadata

Data, file linksand metadata

RSpace Connected ELN at Edinburgh

Labfile stores

Data

DataStore

Repository

Archive

Researchers Administrators

Enabling institution to capture more high quality research data, fulfilling funder

requirements for data preservation and availability

RSpace@Edinburgh brings togetherRDM tools and researcher workflow

RDM Maturity SurveyQ1

Q2

Q3

RDM Maturity

• Comments on presentations and/or ideas in the survey?

• What does RDM maturity mean to you?• What is your institution focusing on to reach

maturity?

Help Us Improve and Grow

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We’re very interested in your feedback. Please take a minute to fill out the session evaluation found within

the conference mobile app, or the online agenda.