ANDS Webinar 30 March 2012 Martin Donnelly & Sarah Jones Research data management and the Digital Curation Centre

Running order 1.About the DCC 2.The UK scene 3.Key trends/topics for deeper discussion i.Data Management Planning ii.Roadmaps and Policies iii.DCC support for institutional RDM iv.JISC Managing Research Data programmes 4.Q&A

Digital Curation Centre ( ) -Founded in 2004 -Three partners: Universities of Edinburgh (lead), Glasgow and Bath -Main funder is JISC, with shorter-term funding from various other sources Helping to build capacity, capability and skills in data management and curation across the UKs higher education research community. - DCC Phase 3 Business Plan

What do we do? Offer guidance helpdesk, briefing papers, how-to guides Run training & events DC101, roadshow, RDMF, IDCC Develop tools CARDIO, DAF, DRAMBORA, DMP Online Support the JISC esp. via the Managing Research Data programmes

Support offered by the DCC Assess Needs Make the case Develop support and services RDM policy development Customised Data Management Plans DAF & CARDIO assessments Guidance and training Workflow assessment DCC support team Advocacy with senior management Institutional data catalogues Pilot RDM tools

UK Research Data Management Three key trends: -Economic factors -Increased openness and sharing -Increasing requirements (and scrutiny)

Economic factors Open access to government data (ideological, UK government driven: private sector should be able to benefit from public resources)

6.9 The Research Councils expect the researchers they fund to deposit published articles or conference proceedings in an open access repository at or around the time of publication. But this practice is unevenly enforced. Therefore, as an immediate step, we have asked the Research Councils to ensure the researchers they fund fulfil the current requirements. Additionally, the Research Councils have now agreed to invest 2 million in the development, by 2013, of a UK Gateway to Research. In the first instance this will allow ready access to Research Council funded research information and related data but it will be designed so that it can also include research funded by others in due course. The Research Councils will work with their partners and users to ensure information is presented in a readily reusable form, using common formats and open standards. http://www.bis.gov.uk/assets/biscore/innovation/docs/i/11-1387-innovation- and-research-strategy-for-growth.pdf Government pressure on RCs

Institutional and funder perspectives -Research today is technology enabled and data intensive -Data as long-term asset; identify and preserve -The fragility and cost of digital data; curate to reuse and preserve -Data sharing: research pooling, cross-disciplinary and global partnering, new research from old, the wealth of knowledge -The cost of technology and human infrastructures -Pressure to show return on public investment of 3.5bn -Compliance with legislation and funder policies -The data deluge: volume and complexity, not just in HEIs -Financial and human consequences from lost data -The cost of administering unmanaged datasets

Increased openness and sharing Surfing the Tsunami Science, 11 February 2011 For science to effectively function, and for society to reap the full benefits from scientific endeavours, it is crucial that science data be made open

Increasing policy reqts & scrutiny

Policy EPSRC expects all those institutions it funds to develop a roadmap that aligns their policies and processes with EPSRCs expectations by 1 st May 2012; to be fully compliant with these expectations by 1 st May 2015. Compliance will be monitored and non-compliance investigated. Failure to share research data could result in the imposition of sanctions. RCUK Policy and Code of Conduct on the Governance of Good Research Conduct, 2008 ( updated October 2011 ) UNACCEPTABLE RESEARCH CONDUCT includes mismanagement or inadequate preservation of data and/or primary materials, including failure to: keep clear and accurate records of the research procedures followed and the results obtained, including interim results; hold records securely in paper or electronic form; make relevant primary data and research evidence accessible to others for reasonable periods after the completion of the research: data should normally be preserved and accessible for 10 yrs (in some cases 20 yrs or longer); manage data according to the research funders data policy and all relevant legislation; wherever possible, deposit data permanently within a national collection. Responsibility for proper management and preservation of data and primary materials is shared between the researcher and the research organisation.

i. Data Management Planning

DMP-related resources Dealing with Data (Lyon, 2008) Analysis of Funder Policies (Jones, 2009) Checklist for a Data Management Plan (Donnelly and Jones, 2009) DMP Online (Donnelly, Richardson and Pattenden-Fail, 2010-2012) How to Develop a Data Management and Sharing Plan (Jones, 2011) Edinburgh: Digital Curation Centre Data Management Plans and Planning (Donnelly, 2012) in Pryor (ed.) Managing Research Data, London: Facet Links to all DCC resources via http://www.dcc.ac.uk/resources/data-management-planshttp://www.dcc.ac.uk/resources/data-management-plans

ii. DMP Online: features Helps users meet requirements from multiple masters (funders, publishers, institutions) Provides tailored guidance at point of need Acts as a communication mechanism between different stakeholder groups Collateral benefit: raises awareness of RDM issues and may be suitable as a training tool (new JISC projects exploring this)

DMP Online v3.0 New features in v3.0 (March 2012) -Overlaying multiple templates for hybrid DMPs -Template phases (e.g. pre- / during / post-project) -Granular read / write / share permissions -Customised institutional versions -API for systems interoperability -Shibboleth authentication -Multilingual support -Boilerplate text

ii. Policies and roadmaps EPSRC expects all those it funds to have developed a clear roadmap to align their policies and processes with EPSRCs expectations by 1st May 2012, and to be fully compliant with these expectations by 1st May 2015. www.epsrc.ac.uk/about/standards/researchdata/Pages/default.aspx

Growing list of uni RDM policies www.dcc.ac.uk/resources/policy-and-legal/institutional-data-policies

The UK base model www.ed.ac.uk/is/research-data-policy

iii. DCC support for institutional RDM Three main strands: Data management roadshows Institutional Engagements New guidance / case studies

Data Management roadshows to allow every institution in the UK to prepare for effective research data management, and understand more about how the DCC can help www.dcc.ac.uk/events/data-management-roadshows The roadshow as a whole will feed into the implementation plan we are developing following the passing of our RDM policy I was looking for a foundation in the issues for a librarian. Spot on!

Exercises at the roadshow Assessing strengths & weaknesses with CARDIO http://cardio.dcc.ac.uk/quiz Supporting data management planning www.dcc.ac.uk/webfm_send/770 Making the case for RDM www.dcc.ac.uk/webfm_send/793 www.dcc.ac.uk/webfm_send/793 Developing a roadmap http://tiny.cc/roadmap-slides

Institutional Engagements With funding from HEFCE were: Working intensively with 18 HEIs to increase RDM capability 60 days of effort per HEI drawn from a mix of DCC staff Deploy DCC & external tools, approaches & best practice Support varies based on what each institution wants/needs Lessons & examples will be shared with the community www.dcc.ac.uk/community/institutional-engagements

Support offered by the DCC Assess Needs Make the case Develop support and services RDM policy development Customised Data Management Plans DAF & CARDIO assessments Guidance and training Workflow assessment DCC support team Advocacy with senior management Institutional data catalogues Pilot RDM tools

Some current IE activities Assessing needs RDM roadmaps Piloting tools e.g. DataFlow Policy development Policy implementation

How to develop RDM services In development! Why develop services? Roles and responsibilities Process of service development The components / building blocks Policy Data Management Planning Storage Data registry..... Getting started Examples and case studies to develop into toolkit

iv. JISC MRD programmes MRD 01: October 2009 July 2011 4.3 million investment www.jisc.ac.uk/whatwedo/programmes/mrd.aspx www.jisc.ac.uk/whatwedo/programmes/mrd.aspx MRD 02 October 2011 July 2013 4.6 million investment www.jisc.ac.uk/whatwedo/programmes/di_researchmana gement/managingresearchdata.aspx www.jisc.ac.uk/whatwedo/programmes/di_researchmana gement/managingresearchdata.aspx Programme Manager: Simon Hodson [email protected]@jisc.ac.uk

MRD strands Research Data Management Infrastructure (RDMI) Projects 18 month institutional projects to pilot (& embed) RDM systems and support services Data Management Planning Projects Funder collaborations, 6 month disciplinary projects & 12 month DMP Online pilots Research Data Management Training Materials Projects Disciplinary courses and professional training for librarians & support staff Citing, linking, integrating & publishing data 12 month projects on data publication, citation, DRYAD-UK pilot, journal policies etc Support and Tools Projects costs & benefits, skills development, CARDIO tool

JISC UMF Shared Services & Cloud Various strands, including: DCC institutional engagement programme Four tools to be piloted as shared services http:// www.jisc.ac.uk/whatwedo/programmes/umf.aspx BRISSkit Managing sensitive patient data between hospital & university infrastructure http://tiny.cc/BRISSkit Sheer curation: ease transition DataStage DataBank www.dataflow.ox.ac.uk Database as a Service http://vidaas.oucs.ox.ac.uk Smart Research Framework LabTrove, Blog3, and LabBroker services as a shared virtual infrastructure www.mylabnotebook.ac.uk www.mylabnotebook.ac.uk

Key JISC projects to check out 1.DataFlow (tool) 2.Research Data MANTRA (online training) 3.Sudamih / Incremental (guidance) 4.DMTPsych (customisation of DMP Online) 5.ADMIRe (institutional approach Uni of Nottingham)

DataFlow an integrated set of tools to manage data within projects and then easily transfer to repositories research groups run own instance of DataStage & institutions deploy DataBankDataStageDataBank make it easy to preserve and publish valuable data DOIs assigned to gain academic credit Currently recruiting users for testing! www.dataflow.ox.ac.uk

Research Data MANTRA Online RDM course from University of Edinburgh Includes quizzes, videos, case studies... Available for reuse CC-BY http://datalib.edina.ac.uk/mantra

Sudamih / Incremental www.admin.ox.ac.uk/rdm www.lib.cam.ac.uk/preservation/ incremental/index.html

DMTPsych PowerPoint slides to be used in taught research methods courses PowerPoint slides Workbook containing psychology specific guidance on completing the DCCs Online Data Management Planning Tool (including worked examples) WorkbookOnline Data Management Planning Tool A paper copy of the DMPT to be completed by studentspaper copy of the DMPT www.dmtpsych.york.ac.uk

ADMIRe http://admire.jiscinvolve.org/wp

Find out more MRD project blogs: http://tiny.cc/MRDblogshttp://tiny.cc/MRDblogs Twitter hashtag: #jiscmrd International conference to showcase outputs planned for March 2013 in UK

Thank you Image credits: Slide 1: DCC Team at IDCC Tim Gander Slide 25: Networking at the Cambridge roadshow (CC-BY) This work is licensed under the Creative Commons Attribution 2.5 UK: Scotland License. Martin Donnelly Digital Curation Centre University of Edinburgh [email protected] Twitter: @mkdDCC Sarah Jones Digital Curation Centre University of Glasgow [email protected] Twitter: @sjDCC Check out DCC at: www.dcc.ac.uk or follow us on twitter @digitalcuration and #ukdccwww.dcc.ac.uk

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ANDS Webinar 30 March 2012 Martin Donnelly & Sarah Jones Research data management and the Digital Curation Centre