educause 2015 rdm maturity
TRANSCRIPT
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: 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
• 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?