2017 IRIS Data Summit - Exec Summary · 2017-11-02 · 2017 IRIS Data Summit September 21, 2017 Ann...

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2017 IRIS Data Summit September 21, 2017 Ann Arbor, MI EXECUTIVE SUMMARY Thank you to those who attended the 2017 IRIS Data Summit. We found the discussions very useful and write now to follow up on the rich threads of conversation. Turnout at the Summit was excellent: a total of 57 representatives from IRIS, the U.S. Census Bureau, 21 IRIS member universities, 4 prospective member universities, and the Association of Public Land Grant Universities (APLU) attended the event. Attendance at this year’s Data Summit increased by about a third over last year’s event, and represented a 49% increase over the first event held in 2015. About 1 in 5 attendees at this year’s event attended last year’s Summit in Washington, DC. The meeting agenda and list of participants are appended to the end of this summary. Presentation slides are also attached. Three broad themes emerged from the day’s discussions: Communication is critical. The power of IRIS reports is diminished if they aren’t communicated effectively to the right stakeholders. A thoughtful governance structure that includes a diverse set of representatives facilitates good communication. Ensuring that reports reach the people who can use them to tell a university’s story demands identification of key allies, both internally and externally. Contextualizing the data is essential. Simply posting reports online or as part of a larger compendium of institutional data with no information to help put them in context is perhaps worse than providing no information at all. As universities take steps to share their IRIS reports with key constituents, they must think carefully about how to frame them so they can best be understood in context. Leveraging the power of aggregation should be a priority. IRIS has strong relationships with a number of higher education associations such as the Association of American Universities (AAU) and the Association of Public and Land-grant Universities (APLU), but should continue to expand to organizations like the Council on Government Relations (COGR). In addition, IRIS should explore ways to create aggregate reports by conference and/or region. Action items and next steps: Data updates: o IRIS will develop a match report for the vendor report that shows the dollars not matched against total dollars spent. o IRIS will continue to develop its object code classification system to better capture internal spending. For those members wishing to submit non-federal data, IRIS will provide guidance. o IRIS will pursue the identification and incorporation of new datasets and tools that might provide fruitful in terms of interesting linkages, doing so in ways that require relatively little work on the part of members.

Transcript of 2017 IRIS Data Summit - Exec Summary · 2017-11-02 · 2017 IRIS Data Summit September 21, 2017 Ann...

Page 1: 2017 IRIS Data Summit - Exec Summary · 2017-11-02 · 2017 IRIS Data Summit September 21, 2017 Ann Arbor, MI EXECUTIVE SUMMARY Thank you to those who attended the 2017 IRIS Data

2017IRISDataSummit September21,2017AnnArbor,MIEXECUTIVESUMMARYThankyoutothosewhoattendedthe2017IRISDataSummit.Wefoundthediscussionsveryusefulandwritenowtofollowupontherichthreadsofconversation.TurnoutattheSummitwasexcellent:atotalof57representativesfromIRIS,theU.S.CensusBureau,21IRISmemberuniversities,4prospectivememberuniversities,andtheAssociationofPublicLandGrantUniversities(APLU)attendedtheevent.Attendanceatthisyear’sDataSummitincreasedbyaboutathirdoverlastyear’sevent,andrepresenteda49%increaseoverthefirsteventheldin2015.About1in5attendeesatthisyear’seventattendedlastyear’sSummitinWashington,DC.Themeetingagendaandlistofparticipantsareappendedtotheendofthissummary.Presentationslidesarealsoattached.Threebroadthemesemergedfromtheday’sdiscussions:Communicationiscritical.ThepowerofIRISreportsisdiminishediftheyaren’tcommunicatedeffectivelytotherightstakeholders.Athoughtfulgovernancestructurethatincludesadiversesetofrepresentativesfacilitatesgoodcommunication.Ensuringthatreportsreachthepeoplewhocanusethemtotellauniversity’sstorydemandsidentificationofkeyallies,bothinternallyandexternally.Contextualizingthedataisessential.Simplypostingreportsonlineoraspartofalargercompendiumofinstitutionaldatawithnoinformationtohelpputthemincontextisperhapsworsethanprovidingnoinformationatall.AsuniversitiestakestepstosharetheirIRISreportswithkeyconstituents,theymustthinkcarefullyabouthowtoframethemsotheycanbestbeunderstoodincontext.Leveragingthepowerofaggregationshouldbeapriority.IRIShasstrongrelationshipswithanumberofhighereducationassociationssuchastheAssociationofAmericanUniversities(AAU)andtheAssociationofPublicandLand-grantUniversities(APLU),butshouldcontinuetoexpandtoorganizationsliketheCouncilonGovernmentRelations(COGR).Inaddition,IRISshouldexplorewaystocreateaggregatereportsbyconferenceand/orregion.Actionitemsandnextsteps:• Dataupdates:

o IRISwilldevelopamatchreportforthevendorreportthatshowsthedollarsnotmatchedagainsttotaldollarsspent.

o IRISwillcontinuetodevelopitsobjectcodeclassificationsystemtobettercaptureinternalspending.Forthosememberswishingtosubmitnon-federaldata,IRISwillprovideguidance.

o IRISwillpursuetheidentificationandincorporationofnewdatasetsandtoolsthatmightprovidefruitfulintermsofinterestinglinkages,doingsoinwaysthatrequirerelativelylittleworkonthepartofmembers.

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o Possibleaggregatereportswillbedeveloped,suchasAAUinstitutions,state/regionlevelreports,etc.

• Toolsandsupport:o IRISwillrefineguidanceformembergovernancetoenhancecommunicationandtobetter

leveragedataproducts.o IRISwillworktomakeTAGmeetingdiscussionsmoretransparentbymakingmeeting

summariesavailableintheIRISportal.• Overall:

o MembershipinIRISisgrowingandthismustcontinue;IRISleadershipwillcontinuetopursuenewmemberstoenablethekindofaggregationthatwillpermitmorepowerfulreporting.

o FutureDataSummitsshouldspantwodaysandshouldincludetimefornetworkingandinteractionamongattendees.

Pleasetakeafewmomentstocompleteabriefevaluationofthiseventtohelpusimprovefuturesummits:IRIS Data Summit EvaluationMarkyourcalendar!Savethedateforthe2018DataSummittobeheldinAnnArbor:October15-16,2018Lookformoredetailstocome.Thankyouandwehopetoseeyounextyear!TheIRISTeam

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UniversityofMichiganInstituteforSocialResearch426ThompsonStreet,Room1430*

Agenda8:30-9:00 Continentalbreakfast

BuffetinRoom1450

9:00-9:15 Welcome DavidLam,Director,UniversityofMichiganInstituteforSocialResearch(ISR)

9:15-9:45 KeynoteAddressAliceMeadows,DirectorofCommunityEngagement&Support,ORCID

EnterOnce,ReuseOften:MakingORCID’sVisionaRealityforResearchersandTheirInstitutions

ORCID'svisionisaworldwhereallwhoparticipateinresearch,scholarship,andinnovationareuniquelyidentifiedandconnectedwiththeirworksandaffiliationsacrossdisciplines,borders,andtime.Thisvisionisstartingtobecomeareality.Forexample,researcherscanalreadychoosetoautomaticallyandreliablyconnecttheirpublicationstotheirORCIDrecord.Animportantnextstepisforinstitutionstoasserttheirresearchers'affiliations,enablingthisauthoritativeinformationtobeenteredonceandreusedoften-inresearchinformationmanagementandprofilesystems,infundingapplications,duringthemanuscriptsubmissionprocess,andmore.Doingsowillbenefittheresearchers,theirinstitutions,andthewiderresearchcommunity.

9:45-10:45 Session1:SendingDatatoIRIS

AdministrativedatasenttoIRISbyitsmemberuniversitiescanposeuniquechallenges.TomaketheIRISdataproductionmostefficient,thereissometimesconsiderableworkthatisneeded.Thissessionoffersthreepresentationsthatwillfocusonmethodstoenhancespendingdata,allfocusedonqualityassuranceanddataenhancements.

EnhancingVendorReportsPresenters:AmyButchart&RobTruex,IRIS

TheprocessIRISusestotransformyouradministrativedataintothevendorreportsyouseecanseemopaque.Thispresentationshowsyou'howthesausageismade'andhowelementsofthedatayouprovidetoIRISareimportanttoproducingthereportmetricsyousee.

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SendingNon-FederalSpendingData:CapturingInternalUniversitySpendingPresenters:ToddWoodman,UniversityofArizona

Theinclusionofnon-federalspendingdatacanenhancethecurrentreportsbyshowingallresearchdollarsversesfederaldollarsonly.Capturinginternaluniversityspendingwillprovideadditionalmetrics,moreactionablereporting,andidentifiableareasofopportunity.Thispresentationshowsyousomeofthechallengesofdatacollection,theimpactofincludingnon-federalspending,andpotentialnewdatapoints.

ObjectCodeClassification:SomeImplicationsPresenter:JasonOwen-Smith,IRIS

ManyIRISmemberinstitutionsshareobjectcodes,whichhavethepotentialtoallowustocharacterizethetypesofgoodsandservicespurchasedfromvendorsandsubcontractorsaswellastheirsources.Wehavebegunworkingtocreateahighlevelcategorizationscheme(similartotheoccupationalclassificationswecurrentlyuse)thatwillinformfuturereporting.Thispresentationdescribesthoseefforts,theirpotentialuses,andpresentsadraftobjectcodeclassificationforyourfeedback.

10:45-11:00Break

11:00-12:00Session2:UsingReportsIRISProduces(concurrentsessions)

MakingtheMostoftheIRISMembershipPanelists:KristinaKo,UniversityofMichiganMissyPeloso,UniversityofPennsylvaniaNickWigginton,UniversityofMichigan

UniversitieshaveavarietyofreasonsforwantingtojoinIRIS,andtheyeachfaceuniquechallengesinprovidingthedataandinusingthereportstheygetbackfromIRIS.Forexample,someinstitutionsjoinbecausetheyhavebeendirectedtodosobyapresident,andtheindividualstaskedwithmakingithappenmaynotbequitesurehowtobestutilizetheIRISresource.Thispanelwillfocusonwaystoachievegreaterinstitutionalbuy-in,enhancedataproducts,andplayaroleinmakingIRISatrulynationalresourceforuniversities.Weaimtoaddressatleastsomeofthefollowingquestions:

• Howdoyougetpeopleexcited/interestedinthisworkwhohaven’tbeenpartofthedecision-makingprocess?

• Whatcanyoudoifyourinstitutiondoesn’twanttosubmitallthedata?HowcanyouworkwithyourIRofficeandotherstoidentifyotherdatapointsthatmightbeusefultoinclude?

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• HowcanyouworkwithIRIStoshapeusefulreportsthatfittheneedsofyourcampus?

• IstherearoleforIRISinproducingnationallyaggregateddatatosupportuniversityresearchadvocacy?

NavigatingtheIRISPortal(Room1440)Presenter:KevinBjorne,IRIS

ThissessionwillcenteronhowtoworkmosteffectivelyintheIRISportal,seekinginputfromparticipantsindesign,usability,anddesiredfeatures.

12:00-1:30 WorkingLunchBuffetinRoom1450

TAGReport(KevinBjorne,IRIS;TAGmembers)

PanelDiscussion:EngagingStakeholderswithIRISDataProductsPanelists:KimGriffin,NorthwesternUniversityJedMarsh,PrincetonUniversityMarvinParnes,UniversityofMichigan

IRISdataproductscanserveasavehicleforestablishingandstrengtheningnetworksandalliances,bothwithcampusstakeholdersandwithexternalconstituents.Throughthesenetworks,theIRISdatacanbecomemoreusefulandcontextualized.Developingtacticsforleveragingtheserelationshipscanbechallenging,however.PanelistswilldiscussexamplesofcreativestrategiesforengagingwithstakeholdersaroundIRISdataproducts,includingthosewhomightnotimmediatelycometomind,alongwiththebarriersthatmayexist.Weaimtoaddressatleastsomeofthefollowingquestions:

• HowdoyoudevelopasharedvaluepropositionwithothersoncampusaroundIRISdata?

• Howcanyoucommunicatesuchpropositionseffectivelywithothers?• Howcanyouidentifywhoneedstobeinvolved?

1:30-2:30 Session3:ConceptsforFutureReports&Products

IRISisalwaysseekingtodevelopnewwaystoprovidevaluetoitsmemberuniversities.SpecializedprojectsusingIRISdatamayevolveintospecializedproductsformembersthatcanhelpuniversitiestelltheirownstoriestotheirstakeholders.Today’sfinalsessionwillfocusonseveralspecialprojectsthatposeinterestingpossibilities.

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FederalAdvisoryCommitteeAct(FACA)DatabaseExplorationandRecordLinkage

Presenter:NatsukoNicholls,IRIS

Thispresentationaddressesthesocialimpactofresearch,focusingonthewaythatscientificknowledgeistranslatedintosocietythroughresearchers’pubicengagementandservice.ByusingandlinkingIRISdataonresearchandgrantactivitiestotheFederalAdvisoryCommitteedata,itisdemonstratedthatfederallyfundedresearcharerelatedtothosewhoareappointedtoserveonFederalAdvisoryCommitteesassignedbyfederalagenciesonparticularissues.ThepresentationfocusesonthecaseoftheUniversityofMichigan.

ImpactofCTSAGrantsonTranslationalResearchUsingIRISDataPresenters:NancyCalvin-Naylor,IRISEliasSamuels,UniversityofMichigan

TheClinicalandTranslationalScienceAward’semphasisoneducationandtrainingnecessitatesthetrackingofparticipantoutcomestodemonstrateimpact.IRISstaffandaUniversityofMichiganCTSArepresentativewillprovideanoverviewofinitialattemptstoutilizeIRISdatatotrackcareeroutcomesofprogramparticipants.

MatchingUMETRICSAwardDatawithPublicDatasets:AnExamplefromNYUPresenters:MichaelMiller,NewYorkUniversityRidhimaSodhi,NewYorkUniversity

AttherequestoftheNYUVPforResearch,anNYUteammatchedtheirUMETRICSawarddatawithfieldsofresearchderivedfrompublicabstractinformationproducedbyDigitalScienceResearchandcomparedittoAAUbenchmarks.Wewillshowtheresultsofthatmatch,aswellasaprototypetoolthatcouldbeusedforbothresearchplanningandfundraisingbyotherUMETRICSuniversities.

2:30-3:00 WrappingitUp(JasonOwen-Smith,IRIS)

▪ Highlightsoftheday▪ IRISgovernanceupdate▪ IRISresearchdata/callforproposals

Thankyouforyourtime,energy,andcommitmenttoIRIS.Safetravels!

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2017IRISDataSummitAttendeesName Affiliation EmailChristopherAllan UniversityofMichigan [email protected] IRIS [email protected] IRIS [email protected] StonyBrookUniversity [email protected] IRIS [email protected] IRIS [email protected] MichiganStateUniversity [email protected] OhioStateUniversity [email protected] YaleUniversity [email protected] CornellUniversity [email protected] U.S.CensusBureau [email protected] IndianaUniversity [email protected] UniversityofVirginia [email protected] IRIS [email protected] WashingtonUniversity-St.Louis [email protected] UniversityofWisconsin-Madison [email protected] NorthwesternUniversity [email protected] UniversityofMichigan [email protected] UniversityofMichigan [email protected] UniversityofRochester [email protected] UniversityofWisconsin-Madison [email protected] UniversityofTexasSystem [email protected] CornellUniversity [email protected] IRIS [email protected] UniversityofIowa [email protected] MichiganStateUniversity [email protected] UniversityofMichigan [email protected] UniversityofMichigan [email protected] PrincetonUniversity [email protected] RutgersUniversity [email protected] ORCID [email protected] NewYorkUniversity [email protected] UniversityofVirginia [email protected] IRIS [email protected] IRIS [email protected] UniversityofMichigan [email protected] UniversityofPennsylvania [email protected] MichiganStateUniversity [email protected] APLU [email protected] UniversityofMichigan [email protected] UniversityofWisconsin-Madison [email protected] NewYorkUniversity [email protected]

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Name Affiliation EmailJohnStringer BostonUniversity [email protected] UniversityofMichigan [email protected] UniversityofKansas [email protected] IRIS [email protected] IRIS [email protected] UniversityofCalifornia-SanDiego [email protected] PennsylvaniaStateUniversity [email protected] PurdueUniversity [email protected] UniversityofMichigan [email protected] PurdueUniversity [email protected] UniversityofArizona [email protected] IRIS [email protected] NewYorkUniversity [email protected] IRIS [email protected] OregonStateUniversity [email protected]