Supporting Research Data Management in Universities: the Jisc Managing Research Data Programme

1. Friday 12 July 2013 Cerif 4 Datasets Workshop, Glasgow • Supporting Research Data Management in Universities: the Jisc Managing Research Data Programme Simon HodsonJISC Programme Manager, Managing Research Data

2. Why is managing research data important? JISC considers it a priority to support universities in improving the way research data is managed and, where appropriate, made available for reuse. • Research funder policies, legislative frameworks, good practice, open data agenda • The outputs of publicly funded research should be publicly available. • The evidence underpinning research findings should be available for validation • Greater return on investment through reuse of research data • Good data management is good for research • More efficient research process, avoidance of data loss, 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.

3. Royal SocietyScience as an Open Enterprise Report, 2012 • ‘how 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/

4. Science as an Open Enterprise Report:six key changes • a shift away from a research culture where data is viewed as a private preserve; • expanding the criteria used to evaluate research to give credit for useful data communication and novel ways of collaborating; • the development of common standards for communicating data; • mandating intelligent openness for data relevant to published scientific papers; • 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); • 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/

5. 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

6. Where should data go?

7. University data repositories as ‘a lender of last resort’? Jeff Heywood, Edinburgh Digital research data as the new special collections? Sayeed Choudhury, Johns Hopkins University of Hull, History of Marine Animal Populations Collection

8. 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/

9. What is Jisc doing? • Jisc Managing Research Data Programme: developing capacity and good practice • First MRD Programme, 2009-11: http://bit.ly/jiscmrd2009-11 • Selected outputs from the first programme: http://bit.ly/jiscmrd2009-11-outputs • Second JISC MRD Programme, 2011-13: http://bit.ly/jiscmrd2011-13 • Programme Manager Blog: http://researchdata.jiscinvolve.org/ • Digital Curation Centre: ‘because good research needs good data’ • Advice, guidance, advocacy, training in RDM: http://www.dcc.ac.uk/ • How to Guides: http://www.dcc.ac.uk/resources/how-guides • Janet: Will continue to explore provision of shared services (cloud services etc).

10. Building Institutional Capacity:Second MRD Programme, 2011-13 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. Second JISC MRD Programme, 2011-13: http://bit.ly/jiscmrd2011-13

13. RDM Policy and Roadmap Components of researchdata management support services • Business Plan and Sustainability • Guidance, Training and Support • Research Data Registry

14. How to Develop RDM Services http://www.dcc.ac.uk/resources/how-guides/how-develop-rdm-services

15. RDM Policy and Roadmap • Deposit / Handover • SWORD Protocol • Easy Uploader • Data Management Planning • DMPonline • Guidance • Templates • Research Data Registry • Business Plan and Sustainability • Guidance • Good Practice • Coordination • Training and Advocacy Resources • Advocacy, Guidance, Training and Support • DataStage • Academic Dropbox • Active Storage • Metadata • Identifiers • Guidance • Coordination • Archival Storage • Guidance • Good Practice • Case Studies • Selection and Retention • Managing Active Data • Data Repositories/Catalogues Jisc / Jisc-mediated Products Productsmap to components of RDM support services. Arrows in indicateproductsdelivered. Redarrows out indicates data hosting or metadatatransfer to external service. Jisc / Jisc-mediated Products Institutional RDM Support Service

16. Institutional data repositories as an elevator for data collections

17. UK Research Data Discovery Service Pilot Project Research Project Data Store Locally Managed Institutionally Managed Selection / Triage Institutional Data Repository Disciplinary Data Archive Funder Research Outputs CRIS Institutional Data Catalogue UK Research Data Discovery Service National Service

18. Key MRD Summaries:Programme Report and Benefits Report • MRD Programme Report will summarise outputs and recommendations: follows the structure of the ‘Components of Instiutional RDM Service’. • MRD Benefits Report collates and discusses evidence of benefits from improved RDM from the programme. • Benefits Report describes approach; groups benefits/evidence in clusters (things that contribute to improved practice; things that may result from improved practice; longer term benefits). • Evidence of institutional support leading to improved practice: feedback from training courses, preparation of DMPs • Evidence of improved practice: e.g. greater use of institutional storage, directly associated with training/advocacy events or surgeries. Evidence of improved DMPs securing grant funding. • Evidence of human and technical support reducing research time in RDM. • Evidence of improved DMPs securing grant funding.

19. Successful Business Cases • Successful business cases. • Bristol, 2.5 year pilot project with 5 staff; Bath (2FTE); Manchester (total of c.5FTE); Soton (total 3.5FTE); Lincoln (1.x FTE). • Essex: wait and see… • Bristol have set KPIs for ongoing service: • 30% per annum increase in the total number of datasets deposited into the data.bris repository and issued with a DOI • 10% per annum increase in total number of Bristol DOIs cited within publications • 20% increase in the number of visitors to the online data.bris repository portal and in secondary data users • 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). • 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).

20. 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]

21. University RDM Guidance Pages http://www.gla.ac.uk/services/datamanagement/

22. University RDM Guidance Pages http://www.admin.ox.ac.uk/rdm/

23. University RDM Guidance Pages http://www.bath.ac.uk/research/data

24. University RDM Guidance Pages http://www.southampton.ac.uk/library/research/researchdata/

25. University RDM Guidance Pages http://www2.le.ac.uk/services/research-data

26. 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

27. Data Management Planning • Jez Cope, University of Bath, R360 Project http://opus.bath.ac.uk/30772/ • 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/

28. JISCMRD Training Projects Phase 1 and 2 • Need for subject focussed 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.

29. 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/

30. 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/

31. Institutional data repositories Have a role in the data ecosystem, complement national and international data centres http://datashare.is.ed.ac.uk Research Data@Essex; DataPool, Southampton; RoaDMaP, Leeds; C4D, Glasgow; www.dspace.cam.ac.uk http://ckan.org Data.bris, Bristol; Orbital, Lincoln; KAPTUR; iridium, Newcastle Exeter, Herts, QMUL RD@EssexReCollectApp http://bazaar.eprints.org/280/ • https://databank.ora.ox.ac.uk

32. Research Data and Institutional Systems for Research Management • Lincoln Orbital Project: Joining up Institutional Systems: http://orbital.blogs.lincoln.ac.uk/2012/12/06/orbital-deposit-of-dataset-records-to-the-lincoln-repository-workflow/

33. Lincoln Orbital Project: Joining up Institutional Systems: http://orbital.blogs.lincoln.ac.uk/2012/12/06/orbital-deposit-of-dataset-records-to-the-lincoln-repository-workflow/

34. Images from presentation by Joss Winn to Jisc MRD workshop: http://orbital.blogs.lincoln.ac.uk/2013/03/28/team-meeting-notes-winding-down-tidying-up-moving-forward/

35. University Data Repositories https://ore.exeter.ac.uk/repository/handle/10871/502

36. University Data Repositories http://data.bris.ac.uk/datasets/12mjtnrtsdjfs17sl4pq2ucqrk/

37. University Data Repositories https://databank.ouls.ox.ac.uk/general/datasets/Tick1AudioCorpus

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

39. ReCollect App for Eprints Data Repositories http://bazaar.eprints.org/280/

40. Thank You • Slide acknowledgements: Sarah Jones, Joy Davidson and colleagues at the DCC. • JISC Managing Research Data Programme: http://bit.ly/jiscmrd2011-13 • JISC MRD Programme Blog: http://researchdata.jiscinvolve.org/wp/ • Jisc MRD Programme List: https://www.jiscmail.ac.uk/cgi-bin/webadmin?A0=JISCMRD • RESEARCH-DATAMAN Discussion List: https://www.jiscmail.ac.uk/cgi-bin/webadmin?A0=RESEARCH-DATAMAN • E-mail: s.hodson@jisc.ac.uk • Twitter: @simonhodson99 ; #jiscmrd