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UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference NeSC, Edinburgh, May 2004 www.bath.ac.u k a centre of expertise in digital information management www.ukoln.ac.u k

UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

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Page 1: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

UKOLN is supported by:

e-Research: trends, requirements and challenges

Dr Liz Lyon, UKOLN, University of Bath, UK

Cross Research Council ICT Conference

NeSC, Edinburgh, May 2004

www.bath.ac.uk

a centre of expertise in digital information management

www.ukoln.ac.uk

Page 2: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 2

Overview

• Looking at the trends– Open access publishing– Diversification of resources

• Identifying requirements– Towards a common infrastructure – “Virtual research environments”

• The scholarly knowledge cycle– A changing landscape– The eBank UK Project

• Challenges for the future

Page 3: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Looking at the trends

Page 4: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

“The next generation of research breakthroughs will rely upon new ways of handling the immense amounts of data that are being produced by modern research methods and equipment, such as telescopes, particle accelerators, genome sequencers and biological imagers….Similar developments are having an impact in the arts and humanities, and in the social sciences.”

A Vision for Research,

Research Councils UK, December 2003.

Page 5: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 5

Report of the National Science Foundation

Blue-Ribbon Advisory Panel on Cyberinfrastructure

2003

http://www.cise.nsf.gov/sci/reports/toc.cfm

Page 6: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 6

Open Access - a global initiative

• US Sabo Bill (“Public Access to Science”)• DAREnet Dutch scientific results• Australian government statement• Berlin Declaration (BOAI)• WSIS Declaration of Principles & Plan of Action • Wellcome Trust statement• JISC FAIR Programme• UK Parliament Science & Technology Committee

Inquiry on Scientific Publications

Page 7: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 7

Page 8: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

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Page 9: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

“The governments of …34 countries…recognising that open accessto….data promotes scientific progress… declare their commitment to work towards the establishment of access regimes for digital research data…in accordance with the following principles….

openness, transparency, legal conformity, formal responsibility, professionalism, protection of IPR, interoperability, quality and security, efficiency, accountability…..”

OECD Declaration on access to research data from public funding.

January 2004

Page 10: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 10

Page 11: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 11

e-Research trends summary

• Increasingly data–intensive, quantitative• Open access to data and information • Implementing new science • Inter-disciplinary • New disciplines e.g. Astro-informatics• New skills requirements

– IT + statistics + domain

• Collaborative• Highly distributed resources

Page 12: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 12

Distributed resources….used in new ways

• Primary / original data – Observational, experimental, numeric, genomic, 2/3D molecular

structures, satellite images, electron micrographs, wave spectra, CAD, musical compositions, VR, performances, animations

• Data and information– Creation, discovery, gathering, aggregation, dis-aggregation, replication,

federation, manipulation, transformation, linking, annotation, editing/versioning, validation, (self-)archiving, deposit, publication, curation

• Knowledge extraction and management– Analysis (textual, musical, statistical, mathematical, visual, chemical,

gene……)– Mining (text, data, structures……)– Modelling (economic, mathematical, biological..)– Simulation (molecular, physical, environmental, games…)– Presentation (visualisation, rendering….)

Page 13: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Identifying requirements

Page 14: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 14

Towards a common infrastructure

• UK e-Science Programme & JISC Development• e-Science Phase 2 2003 – 2006

– An Open Middleware Infrastructure Institute (OMII) based on open standards (Web Services)

• JISC Information Environment– Technical architecture based on open standards

(Web Services, OAI-PMH, Z39.50, RSS…..) http://www.ukoln.ac.uk/distributed-systems/jisc-ie/arch/

• JISC e-Learning Programme– Technical Framework to support E-Learning

http://www.cetis.ac.uk/members/frameworks/index.html

Page 15: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 15

Virtual Research Environments – vision?• Standards-based, service-oriented framework

– Open standards WSRF, WSRP, WSDL?– “Modular”, distributed and interoperable tools

• Integrated– Resource creation, publishing, sharing, discovery

• Managed / secure / sustainable– Access, rights, archives

• Usable and accessible– Meet user requirements

• Personalised– Customised presentation and services

• Intelligent agents– Delegate routine tasks

• Extensible– Ease of adding new compliant tools

• Collaborative– Shared interaction, Access Grid?

• Portable / ubiquitous access– Wireless, mobile devices

Page 16: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 16

Disciplinary differences• Arts and humanities, social sciences

– Lone researcher culture but changing

• Data– Qualitative– Observational– Not repeatable– Incomplete– Time dependent– Ethical and data protection issues– Not always shared

• Tools and methodologies– Partially developed– Legacy tools

• Cognitive styles, browsing, searching– Performing and visual arts

• Skills– Lack of experience of distributed computing

Page 17: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 17

Page 18: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

The scholarly knowledge cycle

Page 19: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 19

Research & e-Science workflows

Aggregator services: national, commercial

Repositories : institutional, e-prints, subject, data, learning objects

Data curation: databases & databanks

Validation

Harvestingmetadata

Data creation / capture / gathering: laboratory experiments, Grids, fieldwork, surveys, media

Deposit / self-archiving

Peer-reviewed publications: journals, conference proceedings

Publication

Validation

Data analysis, transformation, mining, modelling

Searching , harvesting, embedding

Presentation services: subject, media-specific, data, commercial portals

Resource discovery, linking, embedding

Linking

Page 20: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 20

Research & e-Science workflows

Aggregator services: national, commercial

Repositories : institutional, e-prints, subject, data, learning objects

Data curation: databases & databanks

Validation

Harvestingmetadata

Data creation / capture / gathering: laboratory experiments, Grids, fieldwork, surveys, media

Deposit / self-archiving

Peer-reviewed publications: journals, conference proceedings

Publication

Validation

Data analysis, transformation, mining, modelling

Searching , harvesting, embedding

Presentation services: subject, media-specific, data, commercial portals

Resource discovery, linking, embedding

Linking

Page 21: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 21

Page 22: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 22

Page 23: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 23

Page 24: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 24

Page 25: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 25

Page 26: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 26

Page 27: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 27

Research & e-Science workflows

Aggregator services: national, commercial

Repositories : institutional, e-prints, subject, data, learning objects

Data curation: databases & databanks

Validation

Harvestingmetadata

Data creation / capture / gathering: laboratory experiments, Grids, fieldwork, surveys, media

Deposit / self-archiving

Peer-reviewed publications: journals, conference proceedings

Publication

Validation

Data analysis, transformation, mining, modelling

Searching , harvesting, embedding

Presentation services: subject, media-specific, data, commercial portals

Resource discovery, linking, embedding

Linking

Page 28: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 28

Learning & Teaching workflows

Aggregator services: national, commercial

Repositories : institutional, e-prints, subject, data, learning objects

Institutional presentation services: portals, Learning Management Systems, u/g, p/g courses, modules

Harvestingmetadata

Resource discovery, linking, embedding

Peer-reviewed publications: journals, conference proceedings

Validation

Resource discovery, linking, embedding

Deposit / self-archiving

Learning object creation, re-use

Searching , harvesting, embedding

Quality assurance bodies

Validation

Presentation services: subject, media-specific, data, commercial portals

Page 29: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 29

Learning & Teaching workflows

Research & e-Science workflows

Aggregator services: national, commercial

Repositories : institutional, e-prints, subject, data, learning objects

Data curation: databases & databanks

Institutional presentation services: portals, Learning Management Systems, u/g, p/g courses, modules

Validation

Harvestingmetadata

Data creation / capture / gathering: laboratory experiments, Grids, fieldwork, surveys, media

Resource discovery, linking, embedding

Deposit / self-archiving

Peer-reviewed publications: journals, conference proceedings

Publication

Validation

Data analysis, transformation, mining, modelling

Resource discovery, linking, embedding

Deposit / self-archiving

Learning object creation, re-use

Searching , harvesting, embedding

Quality assurance bodies

Validation

Presentation services: subject, media-specific, data, commercial portals

Resource discovery, linking, embedding

Linking

Page 30: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 30

Learning & Teaching workflows

Research & e-Science workflows

Aggregator services:

eBank UK

Repositories : institutional, e-prints, subject, data, learning objects

Data curation: databases & databanks

Institutional presentation services: portals, Learning Management Systems, u/g, p/g courses, modules

Validation

Harvestingmetadata

Data creation / capture / gathering: laboratory experiments, Grids, fieldwork, surveys, media

Resource discovery, linking, embedding

Deposit / self-archiving

Peer-reviewed publications: journals, conference proceedings

Publication

Validation

Data analysis, transformation, mining, modelling

Resource discovery, linking, embedding

Deposit / self-archiving

Learning object creation, re-use

Searching , harvesting, embedding

Quality assurance bodies

Validation

Presentation services: subject, media-specific, data, commercial portals

Resource discovery, linking, embedding

Linking

Page 31: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 31

eBank UK project

• JISC-funded for 1 year from September 2003• UKOLN (lead), University of Southampton, University of

Manchester• “Building the links between research data, scholarly

communication and learning”• e-Science testbed Combechem

– Grid-enabled combinatorial chemistry– Crystallography, laser and surface chemistry– Development of an e-Lab using pervasive computing technology– National Crystallography Service

• Resource Discovery Network PSIgate physical sciences portal• http://www.ukoln.ac.uk/projects/ebank-uk/

Page 32: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Challenges for the future

Page 33: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 33

Issues and implications 1• Towards a common infrastructure

– Incremental convergence?– Common Information Environment

• Institutional– Grid client problem– Managing trusted digital repositories

• Describing resources– Standard metadata schema for data?– CLRC Scientific Metadata Model vs 1.0 2001 (under revision)

http://www-dienst.rl.ac.uk/library/2002/tr/dltr-2002001.pdf

– Richness and complexity vs simplicity and sharing– Semantic descriptions and shared ontologies– Identifiers: generic and domain

Page 34: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 34

Issues and implications 2• Human resources

– Awareness of developments– Engagement and roles– Skills development– JISC Awareness & Training Environment for e-Social

Science– JISC ICT Awareness & Training Programme for A&H

• Cultural– Willingness to share data

• Legal– IPR, consent, privacy

• Funders– Incentives to engage

Page 35: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 35

Learning & Teaching workflows

Research & e-Science workflows

Aggregator services: eBank UK

Repositories : institutional, e-prints, subject, data, learning objects

Data curation: databases & databanks

Institutional presentation services: portals, Learning Management Systems, u/g, p/g courses, modules

Validation

Harvestingmetadata

Data creation / capture / gathering: laboratory experiments, Grids, fieldwork, surveys, media

Resource discovery, linking, embedding

Deposit / self-archiving

Peer-reviewed publications: journals, conference proceedings

Publication

Validation

Data analysis, transformation, mining, modelling

Resource discovery, linking, embedding

Deposit / self-archiving

Learning object creation, re-use

Searching , harvesting, embedding

Quality assurance bodies

Validation

Presentation services: subject, media-specific, data, commercial portals

Resource discovery, linking, embedding

Linking

Page 36: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Cross Research Council ICT Conference 36

Potential longer term impact

1. Track data, information and workflows in e-research and scholarly communications – knowledge audit??

2. Validate the accuracy and authenticity of derived works – ideas audit??

3. Facilitate explicit referencing and acknowledgment of original contributors – intellectual integrity??

4. Raise standards associated with publication of research outputs – academic publishing rigour??

5. Implement open access to and dissemination of data and information – enhance the research process??

6. Give students links to original data underpinning published works – enhance the learning process??

Page 37: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

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Page 38: UKOLN is supported by: e-Research: trends, requirements and challenges Dr Liz Lyon, UKOLN, University of Bath, UK Cross Research Council ICT Conference

                                                             

Thank you.

Questions?…..