research data management at edinburgh: effecting culture change
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Presented by Stuart Macdonald at the RECOLECTA web seminar, 24 November 2011TRANSCRIPT
Stuart MacdonaldAssociate Data LibrarianEDINA & Data LibraryUniversity of Edinburgh
RECOLECTA Online Seminar on Research Data Management and Curation, 24 November 2011
Research Data Management at Edinburgh: Effecting Culture Change
Overview
IASSIST Latin Engagement Strategic Action Group
Research Data Management at University of Edinburgh
Research Data MANTRA
An international organisation of professionals working with IT and data services to support research and teaching in the social sciences. Its 320 members work in a variety of settings, including data archives, statistical agencies, research centers, libraries, academic departments, government departments, and non-profit organisations.
International Association for Social Science Information Services and Technology –IASSIST
IASSIST Latin Engagement IASSIST Latin Engagement IASSIST Latin Engagement IASSIST Latin Engagement Strategic Action GroupStrategic Action GroupStrategic Action GroupStrategic Action Group
Co-Chairs:
Luis Martínez-Uribe Instituto Juan March, Madrid
Stuart MacdonaldEDINA & Data Library, University of Edinburgh
Mission :To propose a set of activities that IASSIST could undertake to further engage with data professionals from Ibero-american institutions
Identify data infrastructures and resources from Spanish & Portuguese speaking countries to further the establishment of collaborative data networks.
Reach out to Spanish/Portuguese speaking academic and support communities that could benefit from the existing network of expertise, guidance and knowledge that is the IASSIST community
Benefits
IASSIST Latin Members
• Two members from Spain in 1993 and 2001
• One member from Mexico 2009
• Representation in 2011 from Spain and Portugal
Phase I: Spain
Desk research (navigating institutional websites, annual reports, mailing lists)
Combination of online survey questionnaire & telephone interviews (with script)
3 areas of interest: traditional data library role; research data management & curation; IASSIST
Responses from library & support services from national & regional universities, Data Centres
Findings: traditional data library
Findings: research data management
• Growing area of interest in repository community
• Some institutions have started to deposit data in IRs -others are conducting scoping & requirement gathering exercises
• New skills needed – unclear about whose responsibility
• Only one 'traditional' data library
• Libraries provide training courses and support for subscription data services
• Minimal data cataloguing!
Half of respondents knew of IASSIST
Perceived benefits that IASSIST can offer:
• Information about data support / data libraries
• Basic skills to handle social science data
• Links to free social science data resources
• Data analysis and visualisation tools
• Tools to manage and share research data
• A peer to peer support network
• Access to IASSIST online facilities
• Help to raise awareness and share knowledge about
RDM issues (remove duplication of effort)
IASSIST
The Latin Engagement Action Group have come up with a number of outreach activities aimed at supporting data professionals from Spanish and Portuguese speaking educational institutions, namely:
In addition to conductingsimilar scoping exercises in Portugal & Latin-America
Participation in Research Data Management Webinars forSpanish/Portuguese data specialists
Preparation of a Latin-American session in next IASSIST annual conference in collaboration with outreach committee
Spanish and Portuguese translation of the main pages of the IASSIST site
Research Data Management at University of Edinburgh
EDINA & Data Library (EDL)
• EDINA and University Data Library (EDL) together are a division within Information Services of the University of Edinburgh.
• EDINA is a JISC-funded National Data Centre providing national online resources for education and research.
• The Data Library assists Edinburgh University users in the discovery, access, use and management of research datasets.
• Mission statement: “..to enhance the productivity of research, learning and teaching in UK higher and further education..”
• Networked access to a range of online resources for UK FE and HE
• Services free at the point of use for use by staff and students in learning, teaching and research through institutional subscription
• Focus is on service but also undertake R&D (projects �services)
• delivers about 20 online services
• has about 10 major projects (including services in development)
• employs about 75 staff (Edinburgh & St Helens)
EDINA National Data Centre
What is a Data Library?
A data librarydata librarydata librarydata library refers to both the content and the services that foster use of collections of numeric, audio-visual, textual or geospatial data sets for secondary use in research.
Focus on rererere----useuseuseuse of data
• Data Library & consultancy
• Edinburgh DataShare
• JISC-funded projects
– DISC-UK DataShare (2007-2009)
– Data Audit Framework Implementation (2008)
– Research Data MANTRA (2010-2011)
Data Library services and projects
Data Library & Consultancy
Building relationships with researchers via postgraduate teaching activities, research support projects, IS Skills workshops, Research Data Management training and through traditional reference interviews.
• finding…
• accessing …
• using …
• teaching …
• managing
Edinburgh DataShare was built as an output of the JISC-funded DISC-UK DataShare project (2007-2009)
Edinburgh DataShare
An online institutional repository of multi-disciplinary research datasets produced at the University of Edinburgh, hosted by the Data Library
Researchers producing research data associated with a publication, or which has potential use for other researchers, can upload their dataset for sharing and safekeeping. A persistent identifier and suggested citation will be provided.
DataShare is a customised DSpace instance with a selection of standards-compliant metadata fields useful for discovery of datasets, through Google and other search engines via OAI-PMH.
A decision making and planning tool for institutions with digital repositories in existence or in development that are considering adding research data to their digital collections
Downloadable as PDF
A JISC-funded pilot project produced 6 case studies from research units across the University in identifying research data assets and assessing their management, using DAF methodology developed by the Digital Curation Centre.
Edinburgh Data Audit Framework (DAF) ImplementationEdinburgh Data Audit Framework (DAF) ImplementationEdinburgh Data Audit Framework (DAF) ImplementationEdinburgh Data Audit Framework (DAF) Implementation(May – Dec 2008)
4 main outcomes:
• Develop online RDM guidance
• Develop university research
data management policy
• Develop services & support for
RDM (in partnership IS)
• Develop RDM training
Research Data Management Web Guidance
Online suite of web pages
for IS website developed in
2009 (will be revamped
early 2012)
Downloadable PDF
handbook
Championed by Vice-Principal & Chief Information Officer Professor Jeff Haywood the policy for management of research data was approved by the University Court on 16 May, 2011.
Along with University of Oxford, the first RDM policies in the UK
“The University adopts the following policy on Research Data Management. It is acknowledged that this is an aspirational policy, and that implementation will take some years.”
21
* Quote from University of Edinburgh website
University Research Data Management Policy
In spring 2010, a review commenced at the University of Edinburgh to address the issue of managing the rapidly expanding volume and complexity of data produced by researchers.
The Review was overseen by the IT & Library Committee and had twin tracks to look at Research Data Storage, and Data Management, Curation and Preservation.
The Review looked at current practice in the University and assessed current practice in peer universities and internationally
Review Committee responsible for drafting policy to support the University’s mission for ‘the creation, dissemination and curation of knowledge’
1. Research data will be managed to the highest standards throughout the research data lifecycle as part of the University’s commitment to research excellence.
2.2.2.2. Responsibility for research data management through a sound Responsibility for research data management through a sound Responsibility for research data management through a sound Responsibility for research data management through a sound research data management plan during any research project or research data management plan during any research project or research data management plan during any research project or research data management plan during any research project or programme lies programme lies programme lies programme lies primarily with Principal Investigators (PIs).primarily with Principal Investigators (PIs).primarily with Principal Investigators (PIs).primarily with Principal Investigators (PIs).
3.3.3.3. All new research proposals must All new research proposals must All new research proposals must All new research proposals must include research data management include research data management include research data management include research data management plansplansplansplans or protocols that explicitly address data capture, management, or protocols that explicitly address data capture, management, or protocols that explicitly address data capture, management, or protocols that explicitly address data capture, management, integrity, confidentiality, retention, sharing and publication.integrity, confidentiality, retention, sharing and publication.integrity, confidentiality, retention, sharing and publication.integrity, confidentiality, retention, sharing and publication.
4.4.4.4. The The The The University will provide training, support, adviceUniversity will provide training, support, adviceUniversity will provide training, support, adviceUniversity will provide training, support, advice and where and where and where and where appropriate guidelines and templates for the research data appropriate guidelines and templates for the research data appropriate guidelines and templates for the research data appropriate guidelines and templates for the research data management and research data management plans.management and research data management plans.management and research data management plans.management and research data management plans.
5. The University will provide mechanisms and services for storage, backup, registration, deposit and retention of research data assets in support of current and future access, during and after completion of research projects.
The 10 Policy Principles
6. Any data which is retained elsewhere, for example in an international data service or domain repository should be registered with the University.
7.7.7.7. Research data management plans must ensure that Research data management plans must ensure that Research data management plans must ensure that Research data management plans must ensure that research data research data research data research data are available for access and reare available for access and reare available for access and reare available for access and re----use where appropriateuse where appropriateuse where appropriateuse where appropriate and under and under and under and under appropriate safeguards.appropriate safeguards.appropriate safeguards.appropriate safeguards.
8. The legitimate interests of the subjects of research data must be protected.
9. Research data of future historical interest, and all research data that represent records of the University, including data that substantiate research findings, will be offered and assessed for deposit and retention in an appropriate national or international data service or domain repository, or a University repository.
10. Exclusive rights to reuse or publish research data should not be handed over to commercial publishers or agents without retaining the rights to make the data openly available for re-use, unless this is a condition of funding.
IS Implementation group established
Led by Director, Library and Collections
Research Data Management Policy Implementation Project
Working group was set up to define a
research data storage strategy
Vice Principal has promised a half terabyte per researcher, storage
Next Steps
Research Data MANTRA
Partnership between:
Edinburgh University Data Library
Institute for Academic Development
Funded by JISC Managing Research Data programme (Sept. 2010 –Aug. 2011)
Why manage research data?
Data Deluge – exponential growth in the volume of digital research artifacts created within academia
Data management is one of theessential areas of responsible conduct of research.
By managing your data you will:
• Meet funding body grant requirements.
• Ensure research integrity and replication.
• Ensure research data and records are accurate, complete, authentic and reliable.
• Increase your research efficiency.• Enhance data security and minimise
the risk of data loss.• Prevent duplication of effort by
enabling others to use your data.
Grounded in three disciplinary contexts: social science, clinical psychology and geoscience
Aim was to develop online interactive open learning resources for PhD students and early career researchers that will:
• Raise awareness of the key issues related to research data management & contribute to culture changeculture changeculture changeculture change
• Provide guidelines for good practice
Project overview
Selling RDM as a Transferrable Skill (voluntary participation)
The FRUIT principles:
FunFeedbackRelevantRealUsefulInterestingTimely
Eight units with activities, scenarios and videos:
• Research data explained
• Data management plans
• Organising data
• File formats and transformation
• Documentation and metadata
• Storage and security
• Data protection, rights and access
• Preservation, sharing and licensing
Four data handling practicals:SPSS, NVivo, R, ArcGIS
Video stories from researchers in variety of settings
Xerte Online Toolkits – University of Nottingham
Online learning module
Online learning module
• Delivered online – self-paced, available ‘anytime, anyplace’
• Emphasis on practical experience and active engagement via online activities
• One hour per unit
• Read and work through scenarios & activities (incl. videos etc)
• CC licence to allow manipulation of content for re-use with attribution
• Portable content in open standard formats (e.g. SCORM)
• Deposit learning materials with an open licence in JorumOpen and Xpert
• Learning materials to be embedded in three participating postgraduate
programmes and made available through IAD programme for use by all
postgraduate students and early career researchers: This academic
year
• Public Website launch: http://datalib.edina.ac.uk/MANTRA
• Download/re-brand/re-purpose materials from JorumOpen in standards
compliants formats (forthcoming)
• Software modules – data handling practicals (MS Word)
MANTRA dissemination
Image courtesy of the periodic table printmaking project –http://azuregrackle.com/periodictable/table/58.html
Time – underestimated!
Authoring content – not an easy task...
• Re-using existing materials vs writing from scratch
• Copyright – images, videos (where possible open or CC-licensed materials)
• Consistency in style, terminology, tempo
Setting up Xerte Online Toolkits (XOT) on the server
• Security issues
• Issues with the software
Lessons learned
Lessons learned
Working with a default XOT template• Limitations of the template
Use ‘reward’ to engage volunteers for user testing
Issues with data handling practicals:
• Tension between data handling and data analysis in terms of actual content
• Ensuring clear explanation of software specific jargon/technical terminology/process-specific language
• Retaining consistency across four data handling practicals in terms of look and feel, flow, content, audience
Links
IASSIST: http://www.iassistdata.org/
Data Library services: http://www.ed.ac.uk/is/data-library
EDINA: http://edina.ac.uk/
Research data management guidance pages:http://www.ed.ac.uk/is/research-data-management
Edinburgh University data policy:http://www.ed.ac.uk/is/research-data-policy
Policy-making for Research Data in Repositories - A Guide:http://www.disc-uk.org/docs/guide.pdf
Edinburgh Data Audit Framework (DAF) Implementation: http://ie-repository.jisc.ac.uk/283/
Research data MANTRA course: http://datalib.edina.ac.uk/mantra
Acknowledgements
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IASSIST Images courtesy of IASSIST website
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