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CASRAI Tutorial More research, less paperwork, better information

Tutorial: CASRAI Standards Development (for a non-technology audience) - David Baker (CASRAI)

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Page 1: Tutorial: CASRAI Standards Development (for a non-technology audience) - David Baker (CASRAI)

CASRAI Tutorial

More research, less paperwork, better information

Page 2: Tutorial: CASRAI Standards Development (for a non-technology audience) - David Baker (CASRAI)

Tutorial Agenda

● CASRAI Foundations○ What is Research Information?○ Users, Requirements,

Pain-points● CASRAI Approach

○ Glossary Terms○ Document Templates

Page 3: Tutorial: CASRAI Standards Development (for a non-technology audience) - David Baker (CASRAI)

What is Research Information?

Page 4: Tutorial: CASRAI Standards Development (for a non-technology audience) - David Baker (CASRAI)

The Research Lifecycle is like a Logic Model

Caveat: Research is messier (on purpose); less linear; results are not always intended (that’s the whole point) - but you get the idea ...

Page 5: Tutorial: CASRAI Standards Development (for a non-technology audience) - David Baker (CASRAI)

Research Information is the record of it all

● All the information created by all users during the entire research lifecycle - past and present.

● Information about:○ Inputs > People, Orgs, Funding, Equipment, Infrastructure○ Activities > Projects/studies, Collaborations, Citations○ Outputs > Publications, Datasets, Artworks, New Companies, etc○ Outcomes/Impacts > Case Studies, Indicators

● Other common names in the research information area:○ Metadata, research-administration-information, current-research

information-systems (CRIS), research-information-management (RIM), repositories, scholarly-communications - and many more

Page 6: Tutorial: CASRAI Standards Development (for a non-technology audience) - David Baker (CASRAI)

What about Research Data?

Page 7: Tutorial: CASRAI Standards Development (for a non-technology audience) - David Baker (CASRAI)

Research Data: A Completely Different Ballgame

● Observational: data captured in real-time, usually irreplaceable. For example, sensor data, survey data, sample data, neurological images.

● Experimental: data from lab equipment, often reproducible, but can be expensive. For example, gene sequences, chromatograms, toroid magnetic field data.

● Simulation: data generated from test models where model and metadata are more important than output data. For example, climate models, economic models.

● Reference or canonical: a (static or organic) conglomeration or collection of smaller (peer-reviewed) datasets, most probably published and curated. For example, gene sequence databanks, chemical structures, or spatial data portals

http://www.bu.edu/datamanagement/background/whatisdata/

Page 8: Tutorial: CASRAI Standards Development (for a non-technology audience) - David Baker (CASRAI)

One of these things … is not like the other

Research Information

Research Data

Page 9: Tutorial: CASRAI Standards Development (for a non-technology audience) - David Baker (CASRAI)

Users, Requirements, Pain-points

Page 10: Tutorial: CASRAI Standards Development (for a non-technology audience) - David Baker (CASRAI)

Who are the USERS? Who are the AGENTS?

● Information Users: the people who know about the information they can provide and the information they require throughout the research logic model:○ Researchers, students, research admins, librarians, finance officers,

funding program officers, stakeholder executives

● Information Agents: the software systems (and the various technologists who manage them) that ‘store/secure/process/display’ the information for the Users:○ Database managers, modellers, programmers, software integrators

Page 11: Tutorial: CASRAI Standards Development (for a non-technology audience) - David Baker (CASRAI)

Information Pain-Points - it only hurts when we share

Duplication

Complexity

Change

FeasibilityMaturity

Comparability

Can’t reuse existing info - must re-key + across multiple user groups

Meaning/relevance of info needs more shared analysis

Granularity higher than warranted by business step

Info clearly useful but very hard to collect

Too frequent changes to info needs + across

multiple user groups Info cannot be compared across key users groups (stakeholders)

Page 12: Tutorial: CASRAI Standards Development (for a non-technology audience) - David Baker (CASRAI)

Challenge: name an admin burden NOTcaused by these 6 pain-points

Page 13: Tutorial: CASRAI Standards Development (for a non-technology audience) - David Baker (CASRAI)

CASRAI is an open community of users mastering common requirements - together

Page 14: Tutorial: CASRAI Standards Development (for a non-technology audience) - David Baker (CASRAI)

What are research information (USER) requirements?

● Non-technical outlines of what information is needed by any given user at any given point in the research lifecycle. These outlines (or specifications) must include:○ 1) Glossary of terms and definitions○ 2) Document Templates including data elements needed, eg:

■ Principal Investigator/Last Name■ Project/Start Date■ Manuscript/Co-authors

○ 3) Rules (or filters) for what to include and what to exclude, eg:■ No more than 2 years of work history information■ Expenditures greater than $100.00 only

Page 15: Tutorial: CASRAI Standards Development (for a non-technology audience) - David Baker (CASRAI)

Annual Process

1. Steering Committees (SC) develop draft priorities2. Open Call is issued to gather feedback & new ideas from

wider community3. SCs compile results and create a set of integrated

Working Groups (WG)4. WGs (Users) start Agreement Sprints (4-6 months)

including open review & final publication5. Online & in-person conferences to promote and learn about

the new standard agreements

Page 16: Tutorial: CASRAI Standards Development (for a non-technology audience) - David Baker (CASRAI)

Examples

Page 17: Tutorial: CASRAI Standards Development (for a non-technology audience) - David Baker (CASRAI)

Thanks!Janet Halliwell

David Baker

[email protected] hope you will get

involved