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Facilitate Open Science Training for European
Research
Open access and research data management:
Horizon 2020 and beyond
University College Cork, April 14th & 15th 2015
Stuart Macdonald
RDM Services Coordinator
University of Edinburgh
stuart.macdonald@ed.ac.uk
Looking After Your Data:
RDM @ EDINBURGH
• Background: Definitions, Data Audit Framework
implementation project, Univ. of Edinburgh RDM policy
• Governance
• Roadmap: Policy implementation
• RDM services
• Support: Awareness raising, training
• Resources & staffing
• Service interoperation & hosting
• Future activity
Research data
“Recorded, factual material commonly retained by and accepted
in the [research] community as necessary to validate research
findings; although the majority of such data is created in digital
format, all research data is included irrespective of the format in
which it is created.”
Engineering and Physical Sciences Research Council (EPSRC)
• There is no single accepted definition of research data. Several
definitions exist. It may be useful to consider not just what material
would be required to validate research findings but also think about
what information is needed to enable re-use of the data.
• Not all definitions of data will be appropriate for all disciplines.
• Data can be generated for one purpose and used for a completely
different one.
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) Implementation
Project (May – Dec 2008)
2 main outcomes:
• Develop university research data management policy
• Develop services & support for RDM (in partnership IS)
DAF Implementation Project
DAF Implementation Project: http://ie-repository.jisc.ac.uk/283/
University of Edinburgh RDM Policy
 University of Edinburgh is one
of the first Universities in UK
to adopt a policy for managing
research data:
http://www.ed.ac.uk/is/resear
ch-data-policy
 The policy was approved by
the University Court on 16 May
2011.
 It’s acknowledged that this is
an aspirational policy and that
implementation will take some
years.
An RDM Policy Implementation Committee was set up by the
VP of Knowledge Management charged with delivering
services that will meet RDM policy objectives:
• Membership from across Information Services
• Iterate with researchers to ensure services meet the needs of
researchers
The VP also established a Steering Committee led by
Prof. Peter Clarke with members of the Research Committee
from the 3 colleges, IS, and the Research Office (ERI).
Their role is to:
• Provide oversight to the activity of the Implementation
Committee
• Ensure services meet researcher requirements without harming
research competitiveness
Governance
Policy implementation: RDM Roadmap
Cross-divisional collaboration - 3 Phases (Aug 2012 – May 2015)
http://edin.ac/1u3sKqy
Before research During research After research
http://datashare.is.ed.ac.uk/
www.ed.ac.uk/is/data-management
http://datablog.is.ed.ac.uk/http://datalib.edina.ac.uk/mantra/
DataStore
https://dmponline.dcc.ac.uk/
Beta testing now!
DAR
Data Vault
Research Data Management Planning
Performed at the conceptual stage before research
data are created (what, where, who, how)
Customised instance of DCC’s DMPonline toolkit for
University of Edinburgh use:
• Funders DMP templates
• Local (non-funder) DMP template
• Institutional guidance (storage, services, support)
Tailored DMP assistance for researchers submitting
research proposals (F-2-F)
DataStore
 NAS facility to store data that are actively used in current research activities
 Provision: 1.6PB storage initially (currently 2.3PB?)
 0.5 TB (500GB) per researchers, PGR upwards
 Up to 0.25TB of each allocation can be used for “shared” group storage
 Cost of extra storage: £200 per TB per year incl. back-up and DR copies
 Infrastructure in place. Allocation of space devolved to School IT
departments of overseen by Heads of IT from each College.
DataShare
 Edinburgh DataShare is the University’s OA multi-disciplinary data
repository hosted by the Data Library : http://datashare.is.ed.ac.uk
 Assists researchers who want to share their data, get credit for data
publication, and preserve their data for the long-term (DOI, licence, citation)
 It can help researchers comply with funder requirements to preserve and
share your data and complies with Edinburgh’s RDM Policy
Data Asset Register (DAR)
 A catalogue of data assets produced by researchers at the
University as part of the research process.
 Will give researchers a single place to record the existence of the
data assets they produce for discovery, access, and re-use as
appropriate.
 Adoption of PURE as the University’s DAR for launch in April 2015
 Researchers / research administrators familiar with PURE
 Take advantage of Dataset Content type
 No dataset upload nor DOI minting
 Complies with EPSRC RDM expectation V. and the University of
Edinburgh RDM Policy point 6.
Data Vault Project*
• Funded by the Jisc Data Spring with local contributions
(partnering with Manchester University)
• To define and develop an Open Source Data Vault to allow data
creators to describe and store data safely in one of a number of
archival storage options.
• Including: cloud solutions, shared storage systems, or local tape
back-up infrastructure.
• The Data Vault will sit alongside DataStore and the data archiving
storage
• Current focus on web front-end application requirements incl.
authorisation, retention & deletion, file structure, file transfer,
integration, encryption
* http://libraryblogs.is.ed.ac.uk/jiscdatavault//
The project is split into phases to align with the
phases of the Jisc Data Spring Programme
Phase 1: April – June 2015
 Identify use cases
 Develop workflows for how the Data Vault could be used in
the research process
 Examine capabilities of archival storage systems to ensure
they support Data Vault features and functionality
 Define requirements specifications for Data Vault design
 Develop proof of concept
Prepare for the second Jisc Data Spring Sandpit and possible
phase 2 funding
Systems do not live in isolation,
and become more powerful and
more likely to be used if they
are integrated with each other.
However, the last thing that we
want is to introduce further
systems that need to be fed
with duplicate information.
This means interoperation for
some or all of the components
Interoperation
RDM Support
Making the most of local support!
• RDM team will work with the Research Administrators
in each School.
• Academic Support Librarians (who represent each of
the 22 Schools).
• IT staff in each School.
• ERI staff briefed on RDM Programme.
• RDM queries can be sent to the Helpline who will re-
direct them to appropriate personnel via RDM
knowledge base.
Awareness Raising
• Introductory sessions on RDM
services and support for research
active and research admin staff
in Schools / Institutes / Research
Centres
• RDM website:
http://www.ed.ac.uk/is/data-
management
• RDM blog:
http://datablog.is.ed.ac.uk
• RDM wiki:
https://www.wiki.ed.ac.uk/display/
RDM/Research+Data+Manageme
nt+Wiki
Training: MANTRA
 MANTRA is an internationally
recognized self-paced online
training course developed
here for PGR’s and early
career researchers in data
management issues.
 Anyone doing a research
project will benefit from at
least some part of the
training – discrete units
 Data handling exercises with
open datasets in 4 analytical
packages: R, SPSS, NVivo,
ArcGIS http://datalib.edina.ac.uk/mantra
Training: Tailored Courses
 A range of training
programmes on research data
management (RDM) in the
form of workshops, power
sessions, seminars and drop
in sessions to help
researchers with research
data management issues
 http://www.ed.ac.uk/schools-
departments/information-
services/research-support/data-
management/rdm-training
 Creating a data management
plan for your grant application
 Handling data using SPSS
 Managing your research data:
why it is important and what
should you do? NEW
 Publishing and sharing
sensitive data (pilot) NEW
http://edin.ac/1kRMPv3

RDM Programme:
Funded internally (c. £1.2 Million)
75% - infrastructure / storage
25% - staffing (recurrent for 3 years)
MANTRA and DataShare – originally Jisc project
funding
2014 DCC RDM Survey* - 90% of institutions used
internal funding for new appointments in RDM, for
training for infrastructure
* Digital Curation Centre's 2014 RDM Strategy to Action Survey:
https://zenodo.org/collection/user-dcc-rdm-2014
RDM Programme resourcing & staffing
From RDM Programme (fixed term):
Data Library: 1.5 FTE equivalent ( + 2.5 FTE equivalent core
funding)
IT Infrastructure: 2 FTE equivalent
Research & Library Services: 2 FTE equivalent
(c.f. 4.7 FTE being the average in Russell Group institutions)
Following RDM training the job description of all Academic
Support Librarians have been restructured to incorporate DMP
Support as part of their role.
2014 DCC RDM Survey:
RDM staffing is expected to double to 9.5 FTE in Russell Group
institutions in next year.
Service interoperations
DataShare (also DataStore & Data Vault) with RSpace Electronic Lab
Notebooks
Refresh of ECDF Computing Cluster (‘Eddie’) complete with ‘Data
Centric Computing’ business model – integrate Eddie storage & HPC,
parallel and cloud computing layers with DataStore i.e. data transferred
from DataStore for analysis on Eddie and then ported back to DataStore (
DataVault)
Hosting
UoE host DSpace publication repositories for Scottish Digital Library
Consortium (SDLC) members – can be configured for datasets for free -
costs for additional disk space (£ hundreds not thousands)
IT Infrastructure can provide costed access to default DataStore as a
service (authorisation and authentication permitting) - £200 per TB per year
Future activity
DataSync - to allow cross-platform synchronisation & sharing of
data on DataStore – for launch April 2015
• Secure drop-box type functionality for non-sensitive data
• Uses open source ‘ownCloud’ technology
• Sync using local clients.
• Share using local clients or web URL with colleagues anywhere
• DatStore De-allocation policy detailing responsibilities
and storage costs for ‘orphaned data’ - pending approval
by Steering Committee
• Gain Trusted Digital Repository status via Data Seal of
Approval for DataShare
THANK YOU!
Acknowledgements:
Dr. Cuna Ekmekcioglu (Research & Learning Services)
Sarah Jones (Digital Curation Centre)
Stuart Lewis (Research & Learning Services)
Kerry Miller (Research & Learning Services)
Robin Rice (EDINA & Data Library)
Dr. Orlando Richards (IT Infrastructure)
Dr. John Scally (Library and Collections)
Tony Weir (IT Infrastructure)
Open access and research data management:
Horizon 2020 and beyond
This event was funded by FOSTER through the
European Union’s Seventh Framework Programme
http://www.fosteropenscience.eu
and organised by
• University College Cork http://www.ucc.ie
• Teagasc http://www.teagasc.ie
• Repository Network Ireland http://rni.wikispaces.com

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Looking After Your Data: RDM @ Edinburgh

  • 1. Facilitate Open Science Training for European Research Open access and research data management: Horizon 2020 and beyond University College Cork, April 14th & 15th 2015
  • 2. Stuart Macdonald RDM Services Coordinator University of Edinburgh stuart.macdonald@ed.ac.uk Looking After Your Data: RDM @ EDINBURGH
  • 3. • Background: Definitions, Data Audit Framework implementation project, Univ. of Edinburgh RDM policy • Governance • Roadmap: Policy implementation • RDM services • Support: Awareness raising, training • Resources & staffing • Service interoperation & hosting • Future activity
  • 4. Research data “Recorded, factual material commonly retained by and accepted in the [research] community as necessary to validate research findings; although the majority of such data is created in digital format, all research data is included irrespective of the format in which it is created.” Engineering and Physical Sciences Research Council (EPSRC) • There is no single accepted definition of research data. Several definitions exist. It may be useful to consider not just what material would be required to validate research findings but also think about what information is needed to enable re-use of the data. • Not all definitions of data will be appropriate for all disciplines. • Data can be generated for one purpose and used for a completely different one.
  • 5. 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) Implementation Project (May – Dec 2008) 2 main outcomes: • Develop university research data management policy • Develop services & support for RDM (in partnership IS) DAF Implementation Project DAF Implementation Project: http://ie-repository.jisc.ac.uk/283/
  • 6. University of Edinburgh RDM Policy  University of Edinburgh is one of the first Universities in UK to adopt a policy for managing research data: http://www.ed.ac.uk/is/resear ch-data-policy  The policy was approved by the University Court on 16 May 2011.  It’s acknowledged that this is an aspirational policy and that implementation will take some years.
  • 7. An RDM Policy Implementation Committee was set up by the VP of Knowledge Management charged with delivering services that will meet RDM policy objectives: • Membership from across Information Services • Iterate with researchers to ensure services meet the needs of researchers The VP also established a Steering Committee led by Prof. Peter Clarke with members of the Research Committee from the 3 colleges, IS, and the Research Office (ERI). Their role is to: • Provide oversight to the activity of the Implementation Committee • Ensure services meet researcher requirements without harming research competitiveness Governance
  • 8. Policy implementation: RDM Roadmap Cross-divisional collaboration - 3 Phases (Aug 2012 – May 2015) http://edin.ac/1u3sKqy Before research During research After research
  • 10. Research Data Management Planning Performed at the conceptual stage before research data are created (what, where, who, how) Customised instance of DCC’s DMPonline toolkit for University of Edinburgh use: • Funders DMP templates • Local (non-funder) DMP template • Institutional guidance (storage, services, support) Tailored DMP assistance for researchers submitting research proposals (F-2-F)
  • 11. DataStore  NAS facility to store data that are actively used in current research activities  Provision: 1.6PB storage initially (currently 2.3PB?)  0.5 TB (500GB) per researchers, PGR upwards  Up to 0.25TB of each allocation can be used for “shared” group storage  Cost of extra storage: £200 per TB per year incl. back-up and DR copies  Infrastructure in place. Allocation of space devolved to School IT departments of overseen by Heads of IT from each College. DataShare  Edinburgh DataShare is the University’s OA multi-disciplinary data repository hosted by the Data Library : http://datashare.is.ed.ac.uk  Assists researchers who want to share their data, get credit for data publication, and preserve their data for the long-term (DOI, licence, citation)  It can help researchers comply with funder requirements to preserve and share your data and complies with Edinburgh’s RDM Policy
  • 12. Data Asset Register (DAR)  A catalogue of data assets produced by researchers at the University as part of the research process.  Will give researchers a single place to record the existence of the data assets they produce for discovery, access, and re-use as appropriate.  Adoption of PURE as the University’s DAR for launch in April 2015  Researchers / research administrators familiar with PURE  Take advantage of Dataset Content type  No dataset upload nor DOI minting  Complies with EPSRC RDM expectation V. and the University of Edinburgh RDM Policy point 6.
  • 13. Data Vault Project* • Funded by the Jisc Data Spring with local contributions (partnering with Manchester University) • To define and develop an Open Source Data Vault to allow data creators to describe and store data safely in one of a number of archival storage options. • Including: cloud solutions, shared storage systems, or local tape back-up infrastructure. • The Data Vault will sit alongside DataStore and the data archiving storage • Current focus on web front-end application requirements incl. authorisation, retention & deletion, file structure, file transfer, integration, encryption * http://libraryblogs.is.ed.ac.uk/jiscdatavault//
  • 14. The project is split into phases to align with the phases of the Jisc Data Spring Programme Phase 1: April – June 2015  Identify use cases  Develop workflows for how the Data Vault could be used in the research process  Examine capabilities of archival storage systems to ensure they support Data Vault features and functionality  Define requirements specifications for Data Vault design  Develop proof of concept Prepare for the second Jisc Data Spring Sandpit and possible phase 2 funding
  • 15. Systems do not live in isolation, and become more powerful and more likely to be used if they are integrated with each other. However, the last thing that we want is to introduce further systems that need to be fed with duplicate information. This means interoperation for some or all of the components Interoperation
  • 16. RDM Support Making the most of local support! • RDM team will work with the Research Administrators in each School. • Academic Support Librarians (who represent each of the 22 Schools). • IT staff in each School. • ERI staff briefed on RDM Programme. • RDM queries can be sent to the Helpline who will re- direct them to appropriate personnel via RDM knowledge base.
  • 17. Awareness Raising • Introductory sessions on RDM services and support for research active and research admin staff in Schools / Institutes / Research Centres • RDM website: http://www.ed.ac.uk/is/data- management • RDM blog: http://datablog.is.ed.ac.uk • RDM wiki: https://www.wiki.ed.ac.uk/display/ RDM/Research+Data+Manageme nt+Wiki
  • 18. Training: MANTRA  MANTRA is an internationally recognized self-paced online training course developed here for PGR’s and early career researchers in data management issues.  Anyone doing a research project will benefit from at least some part of the training – discrete units  Data handling exercises with open datasets in 4 analytical packages: R, SPSS, NVivo, ArcGIS http://datalib.edina.ac.uk/mantra
  • 19. Training: Tailored Courses  A range of training programmes on research data management (RDM) in the form of workshops, power sessions, seminars and drop in sessions to help researchers with research data management issues  http://www.ed.ac.uk/schools- departments/information- services/research-support/data- management/rdm-training  Creating a data management plan for your grant application  Handling data using SPSS  Managing your research data: why it is important and what should you do? NEW  Publishing and sharing sensitive data (pilot) NEW http://edin.ac/1kRMPv3 
  • 20. RDM Programme: Funded internally (c. £1.2 Million) 75% - infrastructure / storage 25% - staffing (recurrent for 3 years) MANTRA and DataShare – originally Jisc project funding 2014 DCC RDM Survey* - 90% of institutions used internal funding for new appointments in RDM, for training for infrastructure * Digital Curation Centre's 2014 RDM Strategy to Action Survey: https://zenodo.org/collection/user-dcc-rdm-2014 RDM Programme resourcing & staffing
  • 21. From RDM Programme (fixed term): Data Library: 1.5 FTE equivalent ( + 2.5 FTE equivalent core funding) IT Infrastructure: 2 FTE equivalent Research & Library Services: 2 FTE equivalent (c.f. 4.7 FTE being the average in Russell Group institutions) Following RDM training the job description of all Academic Support Librarians have been restructured to incorporate DMP Support as part of their role. 2014 DCC RDM Survey: RDM staffing is expected to double to 9.5 FTE in Russell Group institutions in next year.
  • 22. Service interoperations DataShare (also DataStore & Data Vault) with RSpace Electronic Lab Notebooks Refresh of ECDF Computing Cluster (‘Eddie’) complete with ‘Data Centric Computing’ business model – integrate Eddie storage & HPC, parallel and cloud computing layers with DataStore i.e. data transferred from DataStore for analysis on Eddie and then ported back to DataStore ( DataVault) Hosting UoE host DSpace publication repositories for Scottish Digital Library Consortium (SDLC) members – can be configured for datasets for free - costs for additional disk space (£ hundreds not thousands) IT Infrastructure can provide costed access to default DataStore as a service (authorisation and authentication permitting) - £200 per TB per year
  • 23. Future activity DataSync - to allow cross-platform synchronisation & sharing of data on DataStore – for launch April 2015 • Secure drop-box type functionality for non-sensitive data • Uses open source ‘ownCloud’ technology • Sync using local clients. • Share using local clients or web URL with colleagues anywhere • DatStore De-allocation policy detailing responsibilities and storage costs for ‘orphaned data’ - pending approval by Steering Committee • Gain Trusted Digital Repository status via Data Seal of Approval for DataShare
  • 24. THANK YOU! Acknowledgements: Dr. Cuna Ekmekcioglu (Research & Learning Services) Sarah Jones (Digital Curation Centre) Stuart Lewis (Research & Learning Services) Kerry Miller (Research & Learning Services) Robin Rice (EDINA & Data Library) Dr. Orlando Richards (IT Infrastructure) Dr. John Scally (Library and Collections) Tony Weir (IT Infrastructure)
  • 25. Open access and research data management: Horizon 2020 and beyond This event was funded by FOSTER through the European Union’s Seventh Framework Programme http://www.fosteropenscience.eu and organised by • University College Cork http://www.ucc.ie • Teagasc http://www.teagasc.ie • Repository Network Ireland http://rni.wikispaces.com