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Managing active research in
the University of Edinburgh
Robin Rice
University of Edinburgh
(@sparrowbarley)
Jisc-CNI conference
Oxford, 6 July 2016
Elements of the presentation
• Funded & unfunded research, PGR
students, collaborators
• Managing & support for …
– research grants
– research outputs
– research data
• Simplified research lifecycle
– (before – during – after)
2
New Research Management and
Administration System (grants)
Worktribe - Empowering and supporting research administrators
and investigators from idea through costing, approvals, award, post-
award management and closure.
• A recent requirements and procurement project focused on
delivery of a new 'Worktribe Research Management' system to
support improved pre-award and post-award business processes
across the University.
– 3 pilot schools / institutes November 2015
– Go-live across university April 2016
• The new 'Worktribe Research Management' system is integrated
with the existing Finance, HR and PURE systems.
• https://www.projects.ed.ac.uk/programme/rmas
3
Managing research outputs:
guidance for authors; OJS
1. Make your work Open Access 5. Acknowledge your funder
2. Use your name consistently 6. Statement on research data
3. Use an ORCID identifier 7. Cite the DOI and OA links
4. Institutional affiliation 8. Claim your digital space
‘Ensure your research reaches the widest possible global audience, is eligible
for submission in research assessment exercises, and fulfils funder
requirements.’
4
Type, format volume of data, chosen software
for long-term access, existing data, file naming,
structure, versioning, quality assurance process.
Information needed for the
data to be read and
interpreted in future,
metadata standards,
methodology, definition of
variables, format & file type
of data.
Restrict access to data, risks
to data security, appropriate
methods to transfer / share
data, encryption.
Secure & sufficient storage for active
data, regular backups, disaster recovery
Make data publicly
available (where possible)
at the end of a project,
license data, any
restrictions on sharing,
access controls?
Select data to keep,
decide how long data
will be kept, in which
repository, costs
involved in long-term
storage?
Day-to-daymanagementofdata
Managing Research Data
(from researcher training)
5
Who manages active data?
• RDM Policy (2011) sets out roles and
responsibilities for researchers & the
institution
– Researchers are responsible for their work
– Enabling role of institution
• Services, including stewardship
• Monitoring compliance
• Principal Investigators
• Research Institutes & Schools 6
7
From RDM programme to
Research Data Service…
• RDM programme a result of both
bottom-up (‘action group’) activity and
top-down policy implementation
• Services had various providers and their
purpose and names were confusing
• New single service has
SO & SOM with Virtual Team
across Information Services
8
Before -
9
After (Simplified data lifecycle)
10
Tools & support for working with data
11
Finding and analysing data
• What is Data Library & Consultancy?
• The Data Library & Consultancy team assists
researchers to discover and use datasets for
analysis, learning and teaching.
• Data librarians are available to help you find
answers to data-related questions.
• Tools include a data catalogue and the Survey
Documentation and Analysis online data
browser
12
Storing data
• What is DataStore?
• DataStore is file storage for active research
data, and is available to all research staff and
postgraduate research students (PGRs).
• DataStore provides a free individual allocation
for each researcher, as well as shared group
spaces. Additional capacity of virtually any size
is available.
13
14
15
Transferring data
• What is DataSync?
• DataSync is a tool to synchronise and share
research data with collaborators. It has an app
to synchronise data to computers and mobile
devices, and a web interface to allow access to
data from any web browser.
• Data can be shared with anyone who has an
email address, via the web interface.
16
Versioning software
• What is Subversion?
• Subversion is a version control tool which allows users
to store code. It is also available as an extension called
SourcEd which provides a web based collaboration
tool integrated with your repository.
• When documents stored in a Subversion repository
are updated the old versions are kept so you can
revert if necessary. The service also allows multiple
people to collaborate on documents.
17
Data management support
One-to-one support is available on the following
areas of RDM:
• Writing and reviewing DMPs;
• Creating SOPs for metadata collection and
publication;
• Creating SOPs for good data management
practice;
• Choosing a data repository and preparing data
for deposit and publication
18
Training - Online
• MANTRA: MANTRA is a free, non-credit, self-
paced course designed for postgraduate
students and early career researchers which
provides guidelines for good practice in
research data management
• Research Data Management and Sharing
MOOC: This free five-week course - created by
the Universities of Edinburgh and North
Carolina - is designed to reach learners across
disciplines and continents. 19
20
MANTRA sessions by country
2012-2016
21
Sessions by city: January – June 2016
22
www.coursera.org/learn/data-management #RDMSmooc
23
MOOC’s contents
• Understanding Research Data
• Data Management Planning
• Working with Data
• Sharing Data
• Archiving Data
24
25
26
Training workshops
• Creating a data management plan for your
grant application
• Managing your research data: why is it
important and what should you do?
• Working with personal & sensitive research
data
• Good practice in research data management
• Handling data using SPSS
27
RDM training take-up, 2014-2016
28
Current pilots
• ResearchSpace ELN
• Secure data service
• Also looking at interoperability with
cloud solutions such as
– Open Science Framework
– European Open Science Cloud
29
THANK YOU
To follow developments, subscribe to our Edinburgh Data Blog
http://www.ed.ac.uk/is/datablog
R.Rice@ed.ac.uk
30

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Managing active research in the University of Edinburgh

  • 1. Managing active research in the University of Edinburgh Robin Rice University of Edinburgh (@sparrowbarley) Jisc-CNI conference Oxford, 6 July 2016
  • 2. Elements of the presentation • Funded & unfunded research, PGR students, collaborators • Managing & support for … – research grants – research outputs – research data • Simplified research lifecycle – (before – during – after) 2
  • 3. New Research Management and Administration System (grants) Worktribe - Empowering and supporting research administrators and investigators from idea through costing, approvals, award, post- award management and closure. • A recent requirements and procurement project focused on delivery of a new 'Worktribe Research Management' system to support improved pre-award and post-award business processes across the University. – 3 pilot schools / institutes November 2015 – Go-live across university April 2016 • The new 'Worktribe Research Management' system is integrated with the existing Finance, HR and PURE systems. • https://www.projects.ed.ac.uk/programme/rmas 3
  • 4. Managing research outputs: guidance for authors; OJS 1. Make your work Open Access 5. Acknowledge your funder 2. Use your name consistently 6. Statement on research data 3. Use an ORCID identifier 7. Cite the DOI and OA links 4. Institutional affiliation 8. Claim your digital space ‘Ensure your research reaches the widest possible global audience, is eligible for submission in research assessment exercises, and fulfils funder requirements.’ 4
  • 5. Type, format volume of data, chosen software for long-term access, existing data, file naming, structure, versioning, quality assurance process. Information needed for the data to be read and interpreted in future, metadata standards, methodology, definition of variables, format & file type of data. Restrict access to data, risks to data security, appropriate methods to transfer / share data, encryption. Secure & sufficient storage for active data, regular backups, disaster recovery Make data publicly available (where possible) at the end of a project, license data, any restrictions on sharing, access controls? Select data to keep, decide how long data will be kept, in which repository, costs involved in long-term storage? Day-to-daymanagementofdata Managing Research Data (from researcher training) 5
  • 6. Who manages active data? • RDM Policy (2011) sets out roles and responsibilities for researchers & the institution – Researchers are responsible for their work – Enabling role of institution • Services, including stewardship • Monitoring compliance • Principal Investigators • Research Institutes & Schools 6
  • 7. 7
  • 8. From RDM programme to Research Data Service… • RDM programme a result of both bottom-up (‘action group’) activity and top-down policy implementation • Services had various providers and their purpose and names were confusing • New single service has SO & SOM with Virtual Team across Information Services 8
  • 10. After (Simplified data lifecycle) 10
  • 11. Tools & support for working with data 11
  • 12. Finding and analysing data • What is Data Library & Consultancy? • The Data Library & Consultancy team assists researchers to discover and use datasets for analysis, learning and teaching. • Data librarians are available to help you find answers to data-related questions. • Tools include a data catalogue and the Survey Documentation and Analysis online data browser 12
  • 13. Storing data • What is DataStore? • DataStore is file storage for active research data, and is available to all research staff and postgraduate research students (PGRs). • DataStore provides a free individual allocation for each researcher, as well as shared group spaces. Additional capacity of virtually any size is available. 13
  • 14. 14
  • 15. 15
  • 16. Transferring data • What is DataSync? • DataSync is a tool to synchronise and share research data with collaborators. It has an app to synchronise data to computers and mobile devices, and a web interface to allow access to data from any web browser. • Data can be shared with anyone who has an email address, via the web interface. 16
  • 17. Versioning software • What is Subversion? • Subversion is a version control tool which allows users to store code. It is also available as an extension called SourcEd which provides a web based collaboration tool integrated with your repository. • When documents stored in a Subversion repository are updated the old versions are kept so you can revert if necessary. The service also allows multiple people to collaborate on documents. 17
  • 18. Data management support One-to-one support is available on the following areas of RDM: • Writing and reviewing DMPs; • Creating SOPs for metadata collection and publication; • Creating SOPs for good data management practice; • Choosing a data repository and preparing data for deposit and publication 18
  • 19. Training - Online • MANTRA: MANTRA is a free, non-credit, self- paced course designed for postgraduate students and early career researchers which provides guidelines for good practice in research data management • Research Data Management and Sharing MOOC: This free five-week course - created by the Universities of Edinburgh and North Carolina - is designed to reach learners across disciplines and continents. 19
  • 20. 20
  • 21. MANTRA sessions by country 2012-2016 21
  • 22. Sessions by city: January – June 2016 22
  • 24. MOOC’s contents • Understanding Research Data • Data Management Planning • Working with Data • Sharing Data • Archiving Data 24
  • 25. 25
  • 26. 26
  • 27. Training workshops • Creating a data management plan for your grant application • Managing your research data: why is it important and what should you do? • Working with personal & sensitive research data • Good practice in research data management • Handling data using SPSS 27
  • 28. RDM training take-up, 2014-2016 28
  • 29. Current pilots • ResearchSpace ELN • Secure data service • Also looking at interoperability with cloud solutions such as – Open Science Framework – European Open Science Cloud 29
  • 30. THANK YOU To follow developments, subscribe to our Edinburgh Data Blog http://www.ed.ac.uk/is/datablog R.Rice@ed.ac.uk 30

Editor's Notes

  • #11: Tools and support to help you before, during and after your research project: BEFORE: plan how you will collect, manage, and store your data, including storage and backup, sensitivity of the data, and whether it can be shared; DURING: find and analyse data, store and backup active data, synchronise your data across devices and with research collaborators, and version your software and files; AFTER: record, share, and archive your data for the long-term; TRAINING AND SUPPORT: online and face-to-face workshops and courses, plus direct support when you need it.
  • #15: 13,293 total users in May, 2016
  • #16: 1.818 TB used as of May 2016
  • #26: Total Visitors Registered Coursera users (mobile and web) who visited your course since it started. Active Learners Unique enrolled learners who viewed a reading or discussion, began watching a video, or began an assessment; includes both mobile and web users. Course Completers Learners who have passed every graded assessment.