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Supporting Research Data Management in UK Universities: the Jisc Managing Research Data Programme and university libraries

Laura MolloyHumanities Advanced Technology and Information Institute (HATII), University of Glasgow, Digital Curation Centre and Jisc Managing Research Data programme

Thursday 19 September 2013

ADBU, Le Havre

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Why is managing research data important?

Jisc considers it a priority to support universities in improving RDM

Drivers: research funder policies, legislative frameworks, open data agenda …

Good data management is good for research – More efficient research processes, avoidance of data loss, scrutiny can

encourage better practice, research benefits of data reuse

Alignment with university missions– Universities want to provide excellent research infrastructure.

– Universities want to have better oversight of research outputs.

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Research Data Challenges

Challenges: the ‘data deluge’… huge quantities of digital data

– But it’s not just about addressing storage issues.

Opportunities: data reuse, meta-studies, interdisciplinary grand challenges.

– Increasing awareness of research data as an asset.

– Digital research data has reuse value - important to obtain full return on public investment.

Results in policy drivers from funders.

– Need improved knowledge of how best to realise these policies.

Increasing emphasis on the role of universities and research institutions to provide infrastructure and support for RDM.

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Royal Society, UKScience as an Open Enterprise Report, 2012

‘the conduct and communication of science needs to adapt to this new era of information technology’.

‘As a first step towards this intelligent openness, data that underpin a journal article should be made concurrently available in an accessible database. We are now on the brink of an achievable aim: for all science literature to be online, for all of the data to be online and for the two to be interoperable.’

Royal Society June 2012, Science as an Open Enterprise, http://royalsociety.org/policy/projects/science-public-enterprise/report/

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Science as an Open Enterprise Report:six key changes

1. a shift away from a research culture where data is viewed as a private preserve;

2. expanding the criteria used to evaluate research to give credit for useful data communication and novel ways of collaborating;

3. the development of common standards for communicating data;

4. mandating intelligent openness for data relevant to published scientific papers;

5. strengthening the cohort of data scientists needed to manage and support the use of digital data (which will also be crucial to the success of private sector data analysis and the government’s Open Data strategy);

6. the development and use of new software tools to automate and simplify the creation and exploitation of datasets.

Royal Society 2012, Science as an Open Enterprise, http://royalsociety.org/policy/projects/science-public-enterprise/report/

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UK drivers: Research Funder Policies

1. Public good: Publicly funded research data are produced in the public interest should be made openly available with as few restrictions as possible

2. Planning for preservation: Institutional and project specific data management policies and plans needed to ensure valued data remains usable

3. Discovery: Metadata should be available and discoverable; Published results should indicate how to access supporting data

4. Confidentiality: Research organisation policies and practices to ensure legal, ethical and commercial constraints assessed; research process should not be damaged by inappropriate release

5. First use: Provision for a period of exclusive use, to enable research teams to publish results

6. Recognition: Data users should acknowledge data sources and terms & conditions of access

7. Public funding: Use of public funds for RDM infrastructure is appropriate and must be efficient and cost-effective.

RCUK Common Principles on Data Policy: http://www.rcuk.ac.uk/research/Pages/DataPolicy.aspx

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EPSRC Research Data Policy Expectations

Policy and expectations: http://www.epsrc.ac.uk/about/standards/researchdata/Pages/policyframework.aspx

Research organisations to have RDM policy, advocacy and support functions. (i, iii)

Research data to be effectively managed and curated throughout the life-cycle (viii)

Research organisations to maintain public catalogue of research data holdings, adequate metadata and permanent identifier (v)

Publications to indicate how research data can be accessed (ii)

Data to be retained for 10 years from last access (vii)

Research data management to be adequately resourced from appropriate funding streams (ix)

Roadmap in place by 1 May 2012

Compliance by 1 May 2015

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Institutional data repositories as an elevator for data collections

The Data Pyramid: taken from Royal Society Report, Science as an Open Enterprise: http://royalsociety.org/policy/projects/science-public-enterprise/report/ Jisc MRD Blog on role of institutional data repositories http://researchdata.jiscinvolve.org/wp/2012/08/06/institutional-data-repositories-and-the-curation-hierarchy-reflections-on-the-dcc-icpsr-workshop-at-or2012-and-the-royal-societys-science-as-an-open-enterprise-report/

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Development of Institutional RDM Capacity

The Royal Society Science as an Open Enterprise report recommended that the JISC Managing Research Data Programme ‘should be expanded beyond the

pilot 17 institutions within the next five years.’

[Royal Society 2012, Science as an Open Enterprise, p.73]

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Building Institutional Capacity:Second MRD Programme, 2011-13

Second JISC MRD Programme, 2011-13: http://bit.ly/jiscmrd2011-13

Institutional RDM Infrastructure

Services

17 Projects

RDM Training

5 projects

RDM Planning

10 projects

Data Publication

3 projects

Ownership: High level ownership of the problem, senior manager on steering committee.Sustainability: Large institutional contributions.Develop business cases to sustain work.

Encouraged to reuse outputs from first programme and elsewhere.Mix of pilot projects and embedding projects.Holistic institutional approach to RDM.

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Reading, Bristol, BADC

PIMMS http://proj.badc.rl.ac.uk/pimms/blog Subject Specific Metadata

York, ADS SWORD-ARM http://archaeologydataservice.ac.uk/blog/sword-arm/

Subject Specific Deposit/Costing

Glasgow, St. Andrews, Sunderland

CERIF4Datasets

http://cerif4datasets.wordpress.com Consortium (CERIF)

Bath Research360 http://blogs.bath.ac.uk/research360/ Single Institution (A1)

Bristol Data.bris http://data.blogs.ilrt.org/project-blog/ Single Institution (A1)

UCA, UAL, GSA, Goldsmiths

KAPTUR http://kaptur.wordpress.com Consortium of Institutions (Creative Arts) (A1)

Essex RD@Essex http://researchdataessex.wordpress.com Single Institution (A1)

Hertfordshire RDTKHerts http://research-data-toolkit.herts.ac.uk Single Institution (A1)

Leeds RoaDMaP http://blog.library.leeds.ac.uk/blog/roadmap Single Institution (A1)

Lincoln Orbital http://orbital.blogs.lincoln.ac.uk Single Institution (A1)

Newcastle iridium http://research.ncl.ac.uk/iridium/ Single Institution (A1)

Nottingham ADMIRe http://admire.jiscinvolve.org/wp/ Single Institution (A1)

UWE UWE RDM Pilot

http://blogs.uwe.ac.uk/teams/mrd/default.aspx Single Institution (A1)

Exeter Open Exeter http://blogs.exeter.ac.uk/openexeterrdm/ Single Institution (A2)

Manchester MiSS http://www.miss.manchester.ac.uk Single Institution (A2)

Oxford DaMaRO http://blogs.it.ox.ac.uk/damaro/ Single Institution (A2)

Southampton DataPool http://blogs.ecs.soton.ac.uk/datapool/ Single Institution (A2)

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RDMRose (Sheffield)

All disciplines, LIS

Liaison librarians (PGT and CPD delivery)

http://rdmrose.group.shef.ac.uk

RDMTPA (Hertfordshire)

Physics and astronomy

Postgraduate students, early career researchers

http://research-data-toolkit.herts.ac.uk/tag/rdmtpa/

SoDaMaT (QMUL)

Digital music Researchers of all grades

http://rdm.c4dm.eecs.qmul.ac.uk/category/project/sodamat

TraD (UEL) Psychology, computer science

Librarians, research support staff, postgraduate students, researchers of all grades

http://www.uel.ac.uk/trad/outputs/resource

RDM training projects: phase two

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Data Management Planning

Managing Active

Data

Processes for selection and

retentionDeposit / Handover

Data Repositories/

Catalogues

Components of RDM support services

RDM Policy and Roadmap Business Plan and Sustainability

Guidance, Training and Support

Research Data Registry

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Jisc MRD

MRD Projects

DCC

DCC IEs

http://www.dcc.ac.uk/resources/how-guides/how-develop-rdm-services

How to Develop RDM Services

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Successful Business Cases

Successful business cases.– Many examples, including Bristol, 2.5 year pilot project with 5 staff; Bath (2FTE);

Manchester (total of c.5FTE); Soton (total 3.5FTE); Lincoln (1.x FTE).

Bristol have set KPIs for ongoing service:

1. 30% per annum increase in the total number of datasets deposited into the data.bris repository and issued with a DOI

2. 10% per annum increase in total number of Bristol DOIs cited within publications

3. 20% increase in the number of visitors to the online data.bris repository portal and in secondary data users

4. An increase of 1% in University of Bristol research grant income attributable to high quality Data Management Plans (as a result of DMP support and grant writing surgeries).

5. A reduction of 2.5% in researcher time spent on generic RDM tasks, such as controlled data sharing, preparation of technical metadata, and data publication (as a result of training and the provision of RDM systems and storage).

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Institutional Policies and Roadmaps

Institutional Research Data Management Policies: http://www.dcc.ac.uk/resources/policy-and-legal/institutional-data-policies/uk-institutional-data-policies

Institutional Roadmaps to meet EPSRC Expectations on Research Data: http://www.dcc.ac.uk/resources/policy-and-legal/epsrc-institutional-roadmaps

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Data Management Planning

Detailed guidance on funder requirements for DMPs from DCC: http://www.dcc.ac.uk/sites/default/files/documents/resource/policy/FundersDataPlanReqs_v4%204.pdf

DCC How to Develop a Data Management and Sharing Plan: http://www.dcc.ac.uk/resources/how-guides/develop-data-plan

DCC DMPonline tool: https://dmponline.dcc.ac.uk/

Jez Cope, University of Bath, R360 Project http://opus.bath.ac.uk/30772/

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Institutional data repositories

http://datashare.is.ed.ac.uk

https://databank.ora.ox.ac.uk

Research Data@Essex;DataPool, Southampton;

RoaDMaP, Leeds;C4D, Glasgow;

Cambridge, Exeter, Herts, QMUL

http://ckan.org Data.bris, Bristol; Orbital, Lincoln; KAPTUR; iridium, Newcastle RD@Essex ReCollect App

http://bazaar.eprints.org/280/

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Metadata Schema for Institutional Data Repositories http://www.data-archive.ac.uk/media/375386/rde_eprints_metadataprofile.pdf

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ReCollect App for Eprints Data Repositories

http://bazaar.eprints.org/280/

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Library skills needed for RDM

Literature searching

Literature evaluation (including appraisal and retention decision-making)

Expert knowledge of subject resources and databases

‘Background knowledge’ (i.e. discipline-specific knowledge)

Technical knowledge (bibliometrics etc)

Knowledge of information literacy and digital literacy

Understanding of the width of the information landscape and the research lifecycle

Negotiation skills

Complaints and expectation management

Coordination of practice across institution

Advocacy, promotion [of good practice] etc

RIN RILADS project (2013)

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Librarians well positioned for RDM

• existing data and open access leadership roles

• often run publication repositories

• have good relationships with researchers

• proven liaison and negotiation skills

• knowledge of information management, metadata, information retrieval, etc.

The library is leading on most DCC institutional engagements: www.dcc.ac.uk/community/institutional-engagements

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Potential library roles in RDM

Leading on local (institutional) data policy

Bringing data into undergraduate research-based learning

Teaching data literacy to postgraduate students

Developing researcher data awareness

Providing advice, e.g. on writing DMPs or advice on RDM within a project

Explaining the impact of sharing data, and how to cite data

Signposting who in the Uni to consult in relation to a particular question

Auditing to identify data sets for archiving or RDM needs

Developing and managing access to data collections

Documenting what datasets an institution has

Developing local data curation capacity

Promoting data reuse by making known what is availableRDMRose Lite

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So existing skills = highly relevant

Many existing librarian skills are highly relevant to RDM

Corrall et all (2013): majority of librarians surveyed in favour of RDM training as part of professional education, including CPD

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JISCMRD Training Projects, phase 1 and 2

Need for discipline-specific research data management / curation training, integrated with PG studies

Five projects in the first programme to design and pilot (reusable) discipline-focussed training units for postgraduate courses: http://www.jisc.ac.uk/whatwedo/programmes/mrd/rdmtrain.aspx

Heath studies; creative arts; archaeology and social anthropology; psychological sciences; social sciences and geographical sciences: http://www.dcc.ac.uk/training/train-trainer/disciplinary-rdm-training/disciplinary-rdm-training

Four projects in the second programme: http://researchdata.jiscinvolve.org/wp/2012/08/23/research-data-management-training-five-new-jiscmrd-projects/

Psychology and computer science; digital music; physics and astronomy; subject and liaison librarians.

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MANTRA Training Materials, University of Edinburgh

Online course built using OS Xerte toolkit. Sections include:– DMPs

– Organising Data

– File Formats and Transformation

– Documentation and Metadata

– Storage and Security

– Data Protection

– Preservation, sharing and licensing

Also software practicals for users of SPSS, R, ArcGIS, Nvivo

Research Data MANTRA: http://datalib.edina.ac.uk/mantra/

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Sharing and remixing training materials!

MANTRA RDM Training materials: http://datalib.edina.ac.uk/mantra/

UEL supportDM training course: http://www.uel.ac.uk/trad/activities/

DCC / Northampton, RDM for Librarians: http://www.dcc.ac.uk/training/rdm-librarians

Nottingham Short Course on RDM: http://admire.jiscinvolve.org/wp/2013/04/22/adapting-using-and-re-using-rdm-training-materials/

Summary from Laura Molloy on MRD Evidence Gatherer blog: http://mrdevidence.jiscinvolve.org/wp/2013/04/19/413/

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Training for librarians

RDM for librarians, DCC

http://www.dcc.ac.uk/training/rdm-librarians

RDMRose, University of Sheffield

http://rdmrose.group.shef.ac.uk

Data Intelligence for librarians, 3TU, Netherlands

http://dataintelligence.3tu.nl/en/about-the-course

DIY Training Kit for Librarians, University of Edinburgh

http://datalib.edina.ac.uk/mantra/libtraining.html

SupportDM modules, University of East London

http://www.uel.ac.uk/trad/outputs/resources

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DCC training course: RDM for Librarians

3 hour course by the DCC covering:

– Research data and RDM

– Data management planning

– Data sharing

– Skills

– RDM at [INSERT YOUR UNI]

Slides and accompanying handbook

Used UKDA guide as pre-event reading

http://www.dcc.ac.uk/training/rdm-librarians

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Jisc MRD training: RDMRose

Taught and CPD learning materials in RDM tailored for information professionals, by the Uni of Sheffield

8 sessions, each = 0.5 day of study

Strong emphasis on practical hands-on activities

Also offer a short (2hr) course called RDMRose Lite

http://rdmrose.group.shef.ac.uk

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Data Intelligence for Librarians

A course produced by 3TU, a consortium of technical universities in the Netherlands

Combination of online and face-to-face education

Four meetings to learn and share knowledge

Theory (on website) and assignments are conducted between sessions

http://dataintelligence.3tu.nl/en/home

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DIY Training Kit for Librarians

By EDINA and Data Library at University of Edinburgh

Self-directed course, intended to be used by a group of librarians to build confidence in supporting researchers

MANTRA modules as pre-reading, short presentation, reflective questions and exercises to guide discussion

Five face-to-face sessions

– Data Management Planning

– Organising and documenting data

– Data security and storage

– Ethics and copyright

– Data sharing

http://datalib.edina.ac.uk/mantra/libtraining.html

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SupportDM

SupportDM comprises five sessions

– About research data management

– Providing guidance and support for researchers

– Data Management Planning

– Selecting which data to keep

– Cataloguing and sharing data

Each topic is introduced in a face-to-face session and explored via exercises and discussion

Learning is reinforced via an online tutorial and practical exercises

http://www.uel.ac.uk/trad/outputs/resource

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Published reports / articles: academic librarians in RDM

Swan, Brown (2008): The skills, role and career structure of data scientists and curators http://www.jisc.ac.uk/publications/reports/2008/dataskillscareersfinalreport.aspx

CILIP (2008): Data librarianship – a gap in the market http://www.cilip.org.uk/publications/updatemagazine/archive/archive2008/june/Interview%20with%20Macdonald%20and%20Martinez-Uribe.htm

Lyon (2009): Open science at web scale http://www.jisc.ac.uk/publications/reports/2009/opensciencerpt.aspx

Pryor, Donnelly (2009): Skilling Up to Do Data: Whose Role, Whose Responsibility, Whose Career? doi:10.2218/ijdc.v4i2.105

Molloy, Snow (2011): DaMSSI final report (inc. training recommendations) http://eprints.gla.ac.uk/73256/1/73256.pdf

Auckland (2012): Reskilling for Research. http://www.rluk.ac.uk/content/re-skilling-research

Corrall et al (2013): Emerging trends in library support for research. Library Trends, May 2013. doi:10.1353/lib.2013.0005

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Merci / thank you!

E-mail: laura.molloy@glasgow.ac.uk

Twitter: @LM_HATII ; #jiscmrd ; #UKDCC

JISC Managing Research Data Programme: http://bit.ly/jiscmrd2011-13

JISC MRD Programme Blog: http://researchdata.jiscinvolve.org/wp/

Digital Curation Centre: http://www.dcc.ac.uk

RESEARCH-DATAMAN Discussion List: https://www.jiscmail.ac.uk/cgi-bin/webadmin?A0=RESEARCH-DATAMAN

Slide acknowledgements: Dr Simon Hodson, Joy Davidson, Sarah Jones and colleagues at the DCC