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MANAGING AND SHARING
   RESEARCH DATA
                  Martin Donnelly
               Digital Curation Centre
               University of Edinburgh



 White Rose Perspectives on Research Data Management event
               University of York, 24 May 2012
Running order
I.     DEFINITIONS
II.    DRIVERS
III.   SOME (IN)EQUATIONS
IV.    STAKEHOLDERS
V.     CURRENT WORK
I. DEFINITIONS
The DCC Mission


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 is Research Data Management?

                   “the active management and
          Manage
                      appraisal of data over the
                       lifecycle of scholarly and
                           scientific interest”


  Share               Data management is a part
                      of good research practice
Why manage research data?

•   Enable reuse
•   Control costs
•   Research integrity
•   Research impact
    – Linking data and publication
    – Making data citable
• Regulatory requirements
• Maximising value
              RLUKRDM -20120416 - Kevin Ashley, DCC, CC-BY
Where is the data in research?




    The six datacentric phases of the research lifecycle
http://www.google.co.uk/imgres?q=illumina+bgi&hl=en&client=firefox-




                                        Data...
                                                             a&hs=Jl2&rls=org.mozilla:en-GB:official&biw=1366&bih




 http://www.flickr.com/photos/think
 mulejunk/352387473/




                                          http://www.flickr.com/photos/charleswelch/3597432481//
http://www.flickr.com/photos/usfsregion5/4546851916//                                 http://www.flickr.com/photos/wasp_barcode/4793484478/
“Research Data Management”
- The phrase means different things to
  different people
- Researchers may care enormously about
  their data, so much so that they worry
  about it going out into the world on its
  own
- Others (e.g. those with responsibility for
  compliance) may worry about it not
  going out into the world, or going out
  when it shouldn’t / underdressed
- Some may not even recognise the
  relevance of ‘data’ in what they do
II. DRIVERS
The data deluge




                  “Surfing the
                   Tsunami”
                  Science: 11 February 2011
•   Public good
•   Preservation
•   Discovery
•   Confidentiality
•   First use
•   Recognition
•   Public funding
RCUK Policy and Code of Conduct on the
Governance of Good Research Conduct
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.
Managing and Sharing Research Data
April 2011 - EPSRC Letter to VCs




EPSRC expects all those institutions it funds:
- to 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
http://www.epsrc.ac.uk/about/standards/researchdata/Pages/expectations.aspx
Institutional Policies




http://www.dcc.ac.uk/resources/policy-and-legal
Data Access as Headline News




         JISC Legal
Government pressure…
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
III. SOME (IN)EQUATIONS
STORAGE
    ≠
MANAGEMENT
Greenhouse = storage




Horticulture = management
MANAGEMENT
    ≠
 SHARING
“Data
                              sharing was
“While many researchers are   more readily
positive about sharing data indiscussed by
principle, they are almost    early career
universally reluctant in      researchers.”
practice. ..... using these
data to publish results before
anyone else is the
primary way of gaining
prestige in nearly all
disciplines.”              INCREMENTAL Project
Rule 1. Don’t Keep It All
Rule 2. Don’t Share It All
• Data Protection Act
• Ethical concerns
• Commercial interests
Open to all? Case studies of openness in research
Choices are made according to context, with degrees
of openness reached according to:
• The kinds of data to be made available
• The stage in the research process
• The groups to whom data will be made available
• On what terms and conditions it will be provided

Default position of most:
• YES to protocols, software, analysis tools, methods
  and techniques
• NO to making research data content freely
  available to everyone




                                                        Angus Whyte, RIN/NESTA, 2010
Regulation
IV. STAKEHOLDERS
“The ability to take data -to
be able to understand it, to
process it, to extract value
from it, to visualise it, to
communicate it -that’s
going to be a hugely
important skill in the next
decades.”
     Hal Varian, Chief Economist, Google
Implications of
                                                                     “Big Data” and
                                                                     data science for
                                                                     organisations in
                                                                     all sectors

                                                                     Predicts a
                                                                     shortage of
                                                                     190,000
                                                                     data scientists
                                                                     by 2019
http://www.mckinsey.com/Insights/MGI/Research/Technology_and_Innov
ation/Big_data_The_next_frontier_for_innovation
Position                       Location
Science Data Librarian         Stanford
Data Management Librarian      Oregon State
Social Sciences Data Librarian Brown
Data Curation Librarian        Northeastern
Data Librarian                 New South Wales
Research Data Management       Sydney
Co-ordinator
Research Data & Digital        Cambridge
Curation Officer
Data Services Librarian        Iowa
Data Analyst                   ANDS
Institutional Data Scientist   Bath
Data roles
1. Director IS/CIO/University Librarian
2. Data librarians /data scientist
   /liaison/subject/faculty librarians
3. Repository managers
4. IT/Computing Services
5. Research Support/Innovation Office
6. Doctoral Training Centres
7. PVC Research
   + Public Engagement Office
  Liz Lyon, Informatics Transform, IJDC Current Issue, 2012
V. CURRENT WORK
DCC institutional stakeholders

        University managers




        Researchers



        Research support staff        • University library / repository
        with a role to play in data   • IT services
        management, particularly      • Research and innovation
        those from                    • Etc
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 and external tools, approaches and best practice

• Support varies based on what each institution wants/needs
   – Institution agrees a schedule of work with the DCC, and each assigns a primary
     contact / programme manager

• Lessons and examples to be shared with the community


     www.dcc.ac.uk/community/institutional-engagements
Some current IE activities
      Assessing needs                  Piloting tools
                                       e.g. DataFlow


                        RDM roadmaps




   Policy                                           Policy
development                                    implementation
Support offered by the DCC
                               Institutional
Assess                        data catalogues
needs           Workflow
               assessment                       Pilot RDM
                                                   tools
                                                                Develop
    DAF & CARDIO              DCC
     assessments                                 Guidance and   support
                            support
                             team                  training       and
                                                                services

                                             RDM policy
     Advocacy to senior                     development
       management
                             Customised Data
         Make the case      Management Plans

                                      …and support policy implementation
To sum...




ALL THE PIECES MATTER
CREDITS
Images:

  Slide 3 – http://www.flickr.com/photos/dougbelshaw/
  Slide 9 – http://www.flickr.com/photos/chaparral/
  Slide 10 – http://www.flickr.com/photos/rpmarks/
  Slide 19 – http://www.flickr.com/photos/billburris/
  Slide 21 – http://www.flickr.com/photos/mykl/
  Slide 28 – http://www.flickr.com/photos/mugley/
  Slide 33 – http://www.flickr.com/photos/chiotsrun/
  Slide 38 – http://www.treehugger.com/picture-is-worth-sum-car-parts.jpg


                  Thanks to DCC colleagues for their slides:
              Kevin Ashley, Liz Lyon, Graham Pryor, Sarah Jones
QUESTIONS AND CONTACTS
For more information:

  – Visit http://www.dcc.ac.uk
  – Email martin.donnelly@ed.ac.uk
  – Twitter @mkdDCC




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

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Managing and Sharing Research Data

  • 1. MANAGING AND SHARING RESEARCH DATA Martin Donnelly Digital Curation Centre University of Edinburgh White Rose Perspectives on Research Data Management event University of York, 24 May 2012
  • 2. Running order I. DEFINITIONS II. DRIVERS III. SOME (IN)EQUATIONS IV. STAKEHOLDERS V. CURRENT WORK
  • 4. The DCC Mission 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
  • 5. What is Research Data Management? “the active management and Manage appraisal of data over the lifecycle of scholarly and scientific interest” Share Data management is a part of good research practice
  • 6. Why manage research data? • Enable reuse • Control costs • Research integrity • Research impact – Linking data and publication – Making data citable • Regulatory requirements • Maximising value RLUKRDM -20120416 - Kevin Ashley, DCC, CC-BY
  • 7. Where is the data in research? The six datacentric phases of the research lifecycle
  • 8. http://www.google.co.uk/imgres?q=illumina+bgi&hl=en&client=firefox- Data... a&hs=Jl2&rls=org.mozilla:en-GB:official&biw=1366&bih http://www.flickr.com/photos/think mulejunk/352387473/ http://www.flickr.com/photos/charleswelch/3597432481// http://www.flickr.com/photos/usfsregion5/4546851916// http://www.flickr.com/photos/wasp_barcode/4793484478/
  • 9. “Research Data Management” - The phrase means different things to different people - Researchers may care enormously about their data, so much so that they worry about it going out into the world on its own - Others (e.g. those with responsibility for compliance) may worry about it not going out into the world, or going out when it shouldn’t / underdressed - Some may not even recognise the relevance of ‘data’ in what they do
  • 11. The data deluge “Surfing the Tsunami” Science: 11 February 2011
  • 12. Public good • Preservation • Discovery • Confidentiality • First use • Recognition • Public funding
  • 13. RCUK Policy and Code of Conduct on the Governance of Good Research Conduct 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.
  • 15. April 2011 - EPSRC Letter to VCs EPSRC expects all those institutions it funds: - to 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 http://www.epsrc.ac.uk/about/standards/researchdata/Pages/expectations.aspx
  • 17. Data Access as Headline News JISC Legal
  • 18. Government pressure… 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
  • 20. STORAGE ≠ MANAGEMENT
  • 22. MANAGEMENT ≠ SHARING
  • 23. “Data sharing was “While many researchers are more readily positive about sharing data indiscussed by principle, they are almost early career universally reluctant in researchers.” practice. ..... using these data to publish results before anyone else is the primary way of gaining prestige in nearly all disciplines.” INCREMENTAL Project
  • 24. Rule 1. Don’t Keep It All
  • 25. Rule 2. Don’t Share It All • Data Protection Act • Ethical concerns • Commercial interests
  • 26. Open to all? Case studies of openness in research Choices are made according to context, with degrees of openness reached according to: • The kinds of data to be made available • The stage in the research process • The groups to whom data will be made available • On what terms and conditions it will be provided Default position of most: • YES to protocols, software, analysis tools, methods and techniques • NO to making research data content freely available to everyone Angus Whyte, RIN/NESTA, 2010
  • 29. “The ability to take data -to be able to understand it, to process it, to extract value from it, to visualise it, to communicate it -that’s going to be a hugely important skill in the next decades.” Hal Varian, Chief Economist, Google
  • 30. Implications of “Big Data” and data science for organisations in all sectors Predicts a shortage of 190,000 data scientists by 2019 http://www.mckinsey.com/Insights/MGI/Research/Technology_and_Innov ation/Big_data_The_next_frontier_for_innovation
  • 31. Position Location Science Data Librarian Stanford Data Management Librarian Oregon State Social Sciences Data Librarian Brown Data Curation Librarian Northeastern Data Librarian New South Wales Research Data Management Sydney Co-ordinator Research Data & Digital Cambridge Curation Officer Data Services Librarian Iowa Data Analyst ANDS Institutional Data Scientist Bath
  • 32. Data roles 1. Director IS/CIO/University Librarian 2. Data librarians /data scientist /liaison/subject/faculty librarians 3. Repository managers 4. IT/Computing Services 5. Research Support/Innovation Office 6. Doctoral Training Centres 7. PVC Research + Public Engagement Office Liz Lyon, Informatics Transform, IJDC Current Issue, 2012
  • 34. DCC institutional stakeholders University managers Researchers Research support staff • University library / repository with a role to play in data • IT services management, particularly • Research and innovation those from • Etc
  • 35. 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 and external tools, approaches and best practice • Support varies based on what each institution wants/needs – Institution agrees a schedule of work with the DCC, and each assigns a primary contact / programme manager • Lessons and examples to be shared with the community www.dcc.ac.uk/community/institutional-engagements
  • 36. Some current IE activities Assessing needs Piloting tools e.g. DataFlow RDM roadmaps Policy Policy development implementation
  • 37. Support offered by the DCC Institutional Assess data catalogues needs Workflow assessment Pilot RDM tools Develop DAF & CARDIO DCC assessments Guidance and support support team training and services RDM policy Advocacy to senior development management Customised Data Make the case Management Plans …and support policy implementation
  • 38. To sum... ALL THE PIECES MATTER
  • 39. CREDITS Images: Slide 3 – http://www.flickr.com/photos/dougbelshaw/ Slide 9 – http://www.flickr.com/photos/chaparral/ Slide 10 – http://www.flickr.com/photos/rpmarks/ Slide 19 – http://www.flickr.com/photos/billburris/ Slide 21 – http://www.flickr.com/photos/mykl/ Slide 28 – http://www.flickr.com/photos/mugley/ Slide 33 – http://www.flickr.com/photos/chiotsrun/ Slide 38 – http://www.treehugger.com/picture-is-worth-sum-car-parts.jpg Thanks to DCC colleagues for their slides: Kevin Ashley, Liz Lyon, Graham Pryor, Sarah Jones
  • 40. QUESTIONS AND CONTACTS For more information: – Visit http://www.dcc.ac.uk – Email martin.donnelly@ed.ac.uk – Twitter @mkdDCC This work is licensed under a Creative Commons Attribution 2.5 UK: Scotland License.

Editor's Notes

  • #6: The DCC developed the curation lifecycle model to explain the range of activities involved in creating, preserving and sharing digital content.In RDM terms ‘curation’ is simply managing & sharing data. The DCC argues that this is just part of good research practice.
  • #14: for projects ofclinical or major social, environmental or heritage importance, for 20 yearsor longer
  • #18: This is what senior university managers REALLY want to avoid. They also want to keep the government happy, and BIS want private sector to be able to build upon public sector data.
  • #19: Point out that although funders like the ESRC have been asking for data for years (apparently since 2001 or something like that), and that until recently these requirements have been poorly enforced (very little incentive for researchers to comply - they still got their grant money!), the funders are now under external pressure to ensure that researchers do provide data. So things are changing and the old 'lax' system is being replaced by one that that is more stringent.
  • #22: IT departments in particular tend to think of data management as primarily a hardware/technical problem. It’s not – the human side is about 80% of the problem.
  • #25: Best place to hide a leaf is in a tree…
  • #33: Consideration of roleswill be explored in the breakouts
  • #37: Whole range of support and services we can offer. There are typically a few things we do with each HEI. The focus depends on what they need.
  • #38: We’ll talk more about some of these shortly, but first we’ll give a snapshot of the current UK ‘scene’…
  • #39: Research infrastructure depends on all of its parts, and a good data management strategyrelies upon coordination and communication for ensuring smooth and accurate interactions