Spring UpdateJisc Research Data Shared Service13/05/2016

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Content» Shared Service Vision and Goals» Supplier Framework» Consultancy Support» Pilot Engagement» Strategic View

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Shared Service Vision» Researchers shouldn’t need to think (too much!)

about Research Data Management» "Visible data, invisible infrastructure"• Provide researchers intuitive, easy functionality to

publish, archive and preserve their research outputs. • Provide interoperable systems to allow researchers and

institutions to fulfil and go beyond policy requirements and adhere to best practice throughout the RDM lifecycle.

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Shared Service Goals» RDM Policy compliance» Increased sector efficiencies: procurement, data re-use,

interoperability opportunities» Improving the integrity of research » Addressing Market Gaps: Integrated RDM system,

Preservation Gap, Usability» Accelerating Research Data Management in institutions » Supporting institutions meet Open Access/REF

CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service

A **key** requirement

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Interoperability

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Pilot’s MVP’s» Everything!» “Easy to use and cost effective archiving, ingest,

preservation, repository, reporting and discovery supported that can handle sensitive data”

» “Robust data storage that has growth ability for active and archive data”

» “Standard metadata profile - international for interoperability”» “Integration with all main CRIS systems and PURE”» “Meets REF and funder deposit requirements (supports

deposit of REF data output types)”» …..........

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What we need» Operational Requirements laid out for systems that integrate with each other

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Where are we now?

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RD Shared Service Framework Lots

» Lot 1 - Research Data Repositories (4)» Lot 2- Repository Interfaces (6)» Lot 3 - Research Data Exchange Interface (3)» Lot 4 - Research Information and Administration Systems

Integrations (1) » Lot 5 -Research Data Preservation Platforms (2)» Lot 6 - Research Data Preservation tools development (2)» Lot 7 - Research Data Reporting (2)» Lot 8 - User Experience enhancements (4)

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RD Shared Service Framework Platforms

» Lot 1 - Research Data Repositories (4)– Discoverygarden – Islandora (open source, based on Fedora)– Figshare (proprietary, hosted)– Haplo (based on RIM system used at Westminster, open source)– Sero - Hydra (open source, based on Fedora)

» Lot 5 -Research Data Preservation Platforms (2)– Arkivum – Archivematica (open source preservation platform)– Preservica – (propreitary, hosted or licenced)

» Lot 7 - Research Data Reporting (2)– Connexica – CXAIR (proprietary, hosted)– Sero – Edges (Also used by Jisc Monitor)

RD Shared Service Framework Development

» Suppliers to be contracted using mini competitions » Pilots need to provide requirements for call offs from platform lots» Supplier workshop and joint supplier-pilot workshop are to be

arranged when Framework is confirmed.» “University of Jisc” set up to test integrations.

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Links to R@R Portfolio

Consultancy Support

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Data Asset Framework Outputs» Reporting on researcher data needs and RDM support staff needs» Analyse existing DAF's and associated materials (interviews etc.)  » Provide institutionally branded DAF survey for institutions with no

current DAF's » Provide matrix comparing existing DAF's to survey to highlight

any information gaps» Site visits with researcher focus groups and support staff (with

some institutions that have already completed DAF's and prioritising those with information gaps) 

» Survey/Focus group Analysis for those with existing DAF’s - interim findings at Sept RDN

» Site visits/Focus Groups with institutions using Jisc Survey

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Technical Architect Outputs» Impact Mapping Results» Conceptual architecture and initial integration strategy and

development pathway for the service as a whole, based on supplier and pilot system analysis.

» Methodology for Jisc/Architect to monitor supplier progress against contracts and the development pathway 

» Specifications for development of new interfaces for systems identified through discussions with pilots institutions and suppliers.

» Visits to pilot institutions and reporting» Plan for Technical Architect/Technical Advisor work for July

2016 –April 2018

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Metadata and Interoperability Outputs» Define a schema for the service using the UK Research Data Discovery profile as

a base» Test pilot use cases and requirements against the proposed profile for the service » Comparison of existing pilot metadata with proposed schema» What is the minimum metadata to meet the use cases (Jisc base? DataCite? plus

admin)?» Where are the opportunities for auto-generation of metadata in the profile » Opportunities presented by use of Identifiers. Current use, plans and approaches

by pilot institutions and define shared service approach to identifiers » Investigate incorporation of additional metadata sources e.g. equipment.data,

Artivity (provenance) etc. » Ensure text metadata meets open access/Ref requirements.

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Pilots

Institution NameCardiff UniversityCREST - Consortium for Research Excellence, Support and Training (Harper Adams, St Mary’s -Twickenham, UCA & Winchester)Imperial College of Science, Technology and MedicineMiddlesex UniversityPlymouth UniversityRoyal College of MusicSt George's Hospital Medical SchoolUniversity of CambridgeUniversity of LancasterUniversity of LincolnUniversity of St AndrewsUniversity of SurreyUniversity of York

» Pilot institutions selected to create a balanced portfolio of types of institution, specialisms and research systems already in place

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Pilot Engagement Activities» Quarterly user group meetings and regular contact outside» Technical architecture

– Visits, interviews, assessment and reporting (current activity)» Data Asset Framework

– Desk research, surveys, focus groups and interviews with researchers and RDM support staff (Started March 2016)

» Metadata and interoperability – Focus groups and interviews with researchers and RDM support staff (starting

May 2016)» RDM Costing

– Workshops and interviews with RDM support staff (workshop 6th May)» Supplier selection

– Interviews, Pilots/Suppliers workshop with key contacts (TBC) also informed by technical architecture work

» Development activity– Working with suppliers to develop and test systems with researchers.

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Moving to a Production Service

» Need market research to assess demand for shared services and to test proposed models and pricing

» Need accurate and transparent costing information from the service. Software costs, hosting costs, storage costs

» Need to investigate a financial model. Is all the service paid for on top of the subscription? Or is some of it within the subscription

» Jisc Business case process: POG, preliminary, full business case etc.

» Currently operating a “Pick and Mix” model of multiple systems, however moving to Consensus and simplified offer should be a long term goal

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Engagement with wider community

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Engagement with wider community

» Research Data Toolkit– Information on how to implement an RDM service and

also how you use RDSS– We need to identify where we are creating information

in the pilot and within R@R to synthesise into Toolkit– We need to be organised with our project outputs and

useful information

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Strategic View» Links with OA infrastructure:

– Text deposit and publication and preservation is a hgh priority for some of the pilots,

– also metadata push/notifications/alerts between OA and RDM infrastructures to allow for analytics

– Are there parallels in processes, staff and platforms for Jisc services for different content types e.g. Data and publications and should we look to consolidate?

» Links with equipment.data, KONFER» Other Jisc services? E.g. potential for preservation to meet records

management needs» Increased links with disciplinary practice, infrastructure and funders» Migration from fragmented repository infrastructure into shared services. 

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Jisc Shared Service (Core) Team

»Rachel Bruce – Deputy Chief Innovation Officer»Catherine Grout – Head of Change – Research»John Kaye – Senior Co-Design Manager»Paul Stokes– Senior Co-Design Manager»Daniela Duca - Senior Co-Design Manager»Nikki Browne – Project Manager

Jisc Digital Futures – Research

Thank you!

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