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Implementing the Research Data
Management Policy: University of
     Edinburgh Roadmap



      Robin Rice, Data Librarian
       EDINA and Data Library
             IDCC 2013
       Amsterdam: 15-16 2013
The story continues
• We last presented RDM work at Edinburgh at
  IDCC in December, 2010 (Rice & Haywood).
• We observed that Universities seemed to be
  reluctant to step up to the challenge.
• We presented results of working groups on
  research data storage and policy and the
  content of our draft policy.
What a difference 2 years makes
• Our policy passed the Senate following
   consultation with colleges in May, 2011.
• EPSRC turned tables and made research
   organisations responsible for data sharing and
   preservation, not just PIs.
• Jisc has funded and DCC has enabled many
   UK universities to develop policies
  and infrastructure (UoE participates
  in DCC inst’l engagement programme)
Edinburgh policy content: worldle
The road to policy
              implementation
• 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.
• A Roadmap for its delivery was drafted and approved,
  noting objectives, outcomes, deliverables and actions for
  an initial 18-month period August 2012-January 2014,
  across four strategic areas.
• The Roadmap is a living document,
  published on the UoE website.
RDM Roadmap governance
• Implementation Committee - membership from
  across Information Services (Library, Data
  Library, IT Infrastructure, User Services, DCC)
• Charged with delivering services that will meet
  policy objectives which can be achieved in the
  near term
• Reports to academic Steering Group
  which ensures services are
  fit-for-purpose (e.g. pilots)
Implementing the Research Data Management Policy: University of Edinburgh Roadmap
Data Management Planning


           Data Management Planning




• Support and services for planning activities
  that are typically performed before research
  data is collected or created
  – Addresses policy points 3, 4
Data Management Planning
    objectives in the roadmap
1. Tailored DMP assistance for PIs submitting
   research proposals
  – Analyse plans and collate a set of successful
    examples
  – Consultancy service for researchers wanting advice
2. Customise DMP Online for optimal UoE use
  –   Evaluate DMP Online with Edinburgh researchers
  –   Brand / customise DMP Online for Edinburgh
  –   Develop custom guidance with Schools
  –   See DCC blog post on global changes to DMP Online
Active Data Infrastructure


            Active Data Infrastructure




• Facilities to store data that are actively
  used in current research activities, to
  provide access to that storage, and tools to
  assist in working with the data
  – Addresses policy points 5, 8
Data infrastructure planning
•   Ongoing design of common storage
    infrastructure and file-store delivery
     –   Resilience
     –   Recoverability
     –   Cost / Capacity
•   Ongoing discussion with suppliers and
    procurement
•   Initial planning for delivery (backup, physical)
Data store recommendation:
    single site solution
Data Stewardship


                 Data Stewardship




• Tools and services to aid in the description,
  deposit, and on-going management of
  completed research data outputs
   – Addresses policy points 6, 7, 9, 10
Data stewardship services
– Data (dark) archive service - vault
– Data asset registry
– Data repository (enhanced)
– PURE Current Research Information System
  (CRIS) integrated with other systems
Data Management Support


           Data Management Support




• General consultancy and support service
  throughout the research process
  – Address policy points 1, 2, 4
Supporting and training
           researchers
• Online guidance for academic staff
• Embedding RDM training into postgraduate
  programmes (MANTRA)
• Training librarians & IT staff
• Awareness-raising and service roll-out across
  schools and research units
• Data management consultancy; grant-costed
  effort such as in-depth planning or metadata
  support; assisted deposit of large collections
Why do we need
          awareness raising?
• A common question: “Why has nobody told me
  about this before?”
• A common statement: “We need help with
  keeping up to date with the new tools/services
  that are continually appearing … I generally only
  hear about these by chance...”
MANTRA online training course
Acknowledgements to co-authors
•   Cuna Ekmekcioglu
•   Jeff Haywood
•   Sarah Jones
•   Stuart Lewis
•   Stuart Macdonald
•   Tony Weir
URLs
• University of Edinburgh RDM Policy (with link to
  Roadmap)
    – http://www.ed.ac.uk/is/research-data-policy
• Research data guidance
    – http://www.ed.ac.uk/is/data-management
•   MANTRA online training
    – http://datalib.edina.ac.uk/mantra/
• Edinburgh DataShare
    – http://datashare.is.ed.ac.uk/
• Edinburgh Research Explorer
    – http://www.research.ed.ac.uk/portal/
Implementing the Research Data Management Policy: University of Edinburgh Roadmap

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Implementing the Research Data Management Policy: University of Edinburgh Roadmap

  • 1. Implementing the Research Data Management Policy: University of Edinburgh Roadmap Robin Rice, Data Librarian EDINA and Data Library IDCC 2013 Amsterdam: 15-16 2013
  • 2. The story continues • We last presented RDM work at Edinburgh at IDCC in December, 2010 (Rice & Haywood). • We observed that Universities seemed to be reluctant to step up to the challenge. • We presented results of working groups on research data storage and policy and the content of our draft policy.
  • 3. What a difference 2 years makes • Our policy passed the Senate following consultation with colleges in May, 2011. • EPSRC turned tables and made research organisations responsible for data sharing and preservation, not just PIs. • Jisc has funded and DCC has enabled many UK universities to develop policies and infrastructure (UoE participates in DCC inst’l engagement programme)
  • 5. The road to policy implementation • 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. • A Roadmap for its delivery was drafted and approved, noting objectives, outcomes, deliverables and actions for an initial 18-month period August 2012-January 2014, across four strategic areas. • The Roadmap is a living document, published on the UoE website.
  • 6. RDM Roadmap governance • Implementation Committee - membership from across Information Services (Library, Data Library, IT Infrastructure, User Services, DCC) • Charged with delivering services that will meet policy objectives which can be achieved in the near term • Reports to academic Steering Group which ensures services are fit-for-purpose (e.g. pilots)
  • 8. Data Management Planning Data Management Planning • Support and services for planning activities that are typically performed before research data is collected or created – Addresses policy points 3, 4
  • 9. Data Management Planning objectives in the roadmap 1. Tailored DMP assistance for PIs submitting research proposals – Analyse plans and collate a set of successful examples – Consultancy service for researchers wanting advice 2. Customise DMP Online for optimal UoE use – Evaluate DMP Online with Edinburgh researchers – Brand / customise DMP Online for Edinburgh – Develop custom guidance with Schools – See DCC blog post on global changes to DMP Online
  • 10. Active Data Infrastructure Active Data Infrastructure • Facilities to store data that are actively used in current research activities, to provide access to that storage, and tools to assist in working with the data – Addresses policy points 5, 8
  • 11. Data infrastructure planning • Ongoing design of common storage infrastructure and file-store delivery – Resilience – Recoverability – Cost / Capacity • Ongoing discussion with suppliers and procurement • Initial planning for delivery (backup, physical)
  • 12. Data store recommendation: single site solution
  • 13. Data Stewardship Data Stewardship • Tools and services to aid in the description, deposit, and on-going management of completed research data outputs – Addresses policy points 6, 7, 9, 10
  • 14. Data stewardship services – Data (dark) archive service - vault – Data asset registry – Data repository (enhanced) – PURE Current Research Information System (CRIS) integrated with other systems
  • 15. Data Management Support Data Management Support • General consultancy and support service throughout the research process – Address policy points 1, 2, 4
  • 16. Supporting and training researchers • Online guidance for academic staff • Embedding RDM training into postgraduate programmes (MANTRA) • Training librarians & IT staff • Awareness-raising and service roll-out across schools and research units • Data management consultancy; grant-costed effort such as in-depth planning or metadata support; assisted deposit of large collections
  • 17. Why do we need awareness raising? • A common question: “Why has nobody told me about this before?” • A common statement: “We need help with keeping up to date with the new tools/services that are continually appearing … I generally only hear about these by chance...”
  • 19. Acknowledgements to co-authors • Cuna Ekmekcioglu • Jeff Haywood • Sarah Jones • Stuart Lewis • Stuart Macdonald • Tony Weir
  • 20. URLs • University of Edinburgh RDM Policy (with link to Roadmap) – http://www.ed.ac.uk/is/research-data-policy • Research data guidance – http://www.ed.ac.uk/is/data-management • MANTRA online training – http://datalib.edina.ac.uk/mantra/ • Edinburgh DataShare – http://datashare.is.ed.ac.uk/ • Edinburgh Research Explorer – http://www.research.ed.ac.uk/portal/

Editor's Notes

  • #10: Single site at James Clerk Maxwell Building with partial replication at Appleton Tower and full offline tape backup at Advanced Computing Facility, Easter Bush, Roslin. HSM = Hierarchical storage management
  • #14: Reminder slide to mention handouts and openly licensed MANTRA course