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Manage your data:
why and how?

OULS WISER Trinity 2009
22 May 2009


Luis Martinez Uribe
Luis.Martinez-Uribe@oerc.ox.ac.uk
Summary

   •   Background
   •   What are research data?
   •   What is research data management and curation?
   •   Oxford activities
   •   How to manage data and services available to researchers
Background


 New tools and infrastructures available
 to researchers




 A key characteristic is the generation of
 digital research data
How much data? A data deluge!

“More digital data will be
produce in the next 5 years
than in whole human history”
(Australian DEST )

2007 is the “crossover year”
where the amount of digital
information is greater than the
amount of available storage




          Source: “The Expanding Digital Universe: A forecast of Worldwide Information Growth through 2010” IDC Whitepaper, March 2007
What are research data?
   http://www.flickr.com/photos/iscjorgegarcia/2359144636/*
What are research data?


  “Research data is the evidence base on which academic researchers build
  their analytic or other work.
  It includes the widest possible range of data volumes from relatively small
  data sets up to vast data volumes generated by research in fields such as
  particle physics. It also includes great variety and heterogeneity of data and
  its accompanying metadata and documentation to make it usable and
  understood, or the digital representations and records for physical research
  data.” (UKRDS final report)
http://www.flickr.com/photos/piet_musterd/2231850447/   Examples
From Dr David Shotton presentation
http://www.flickr.com/photos/oliastro/2987657532/




http://www.flickr.com/photos/djmccrady/1883226927/
http://www.rcsb.org/pdb/explore.do?structureId=1BA4
http://ecrystals.chem.soton.ac.uk/604/
http://www.beazley.ox.ac.uk/XDB/ASP/recordDetails.asp?recordCount=37&start=0




From Building a VRE for the Humanities poster
                                                                                                             http://www.flickr.com/photos/wrowlands/2270729405/
presented at All Hands Meeting 2007
http://www.flickr.com/photos/piper/22584430/   http://www.flickr.com/photos/althouse/273160052/
http://www.flickr.com/photos/thivierr/540241947/




                                                   EUROBAROMETER 69 PUBLIC OPINION IN THE EUROPEAN UNION FIRST RESULTS
http://www.flickr.com/photos/hanan_cohen/455238557/




             Data Management and Curation
Research data management and curation


   •   Takes from knowledge/information management
   •   “…is understanding the current data needs and future ones” (US
       Department of Defence)
   •   A means to an end
   •   Not just technical infrastructure but also procedures and policies
   •   Preservation http://www.youtube.com/watch?v=pbBa6Oam7-w
   •   Digital Curation
          “maintaining and adding value to a trusted body of digital information for
          current and future use; it encompasses the active management of data
          throughout the information lifecycle” DCC Charter and Statement Principles
Why?


  •    Ensuring data quality and authenticity of research results
  •    Not re-inventing the wheel - data collection can be expensive!
  •    Better access to information (which in many cases is publicly funded) will
       produce high quality research
  •    Future access (preservation) http://www.youtube.com/watch?v=pbBa6Oam7-
       w
  •    Added value from data mining or combining datasets
  •    and …
Comply with requirements of funding agencies
                                       “the outputs from current and future research must be
                                        preserved and remain accessible for future generations”


 “expects research data generated as part of BBSRC support
 to be made available…data should be retain for a period of 10
 years after completion of the project”


                                     “require that the applicants provide a data management and
                                      sharing plan as part of their application”



 “requires all grant holders to offer for deposit copies of data to
  the UK Data Archive”




   SHERPA JULIET SERVICE http://tinyurl.com/datapolicies
Data management and curation
activities in Oxford
Scoping Digital Repository Services
for Research Data Management
Interviews with researchers
Researcher’s data - the challenges
         I COULDN’T MAKE SENSE OF THE              WHEN RESEARCHERS LEAVE THE
         DATA I COLLECTED FOR MY PhD 5          DEPARTMENT WE LOOSE ALL THE DATA
                  YEARS AGO                              THEY CREATED




       HELP! I AM REQUIRED TO                 WE HAD TO MIGRATE DATA TO NEW
          PRODUCE A DATA                      FORMATS AS NOT TO LOSE THEM. IT
         MANAGEMENT PLAN                            TOOK US MONTHS!!




      I WANT TO PUBLISH THE DATA AS AN
      ADDITIONAL RESOURCE FOR READERS
           OF MY        PUBLISHED
               BOOK/ARTICLE
                                                  TO SHARE OUR DATA WE HAD
                                                 TO PHYSICALLY TRANSPORT THE
                                                            SERVER



CLINICAL TRIALS DATA COLLECTED 30 YEARS AGO
 CAN BE USED TO IDENTIFY THE DAUGHTERS OF
  THOSE WOMAN WHO WERE ADMINISTERED A
DRUG THAT CAUSES CANCER IN THEIR DAUGHTERS    WE COLLECTED DATA AS PART OF AN
                                                      INTERNATIONAL
                                               COLLABORATION BUT WE DON’T
                                                KNOW WHO OWNS THE DATA?
Top requirements for services
Consultation with service units



                              •   Aiming to
                                  – Validate the researchers’
                                    requirements for services
                                  – Determine the data management
                                     services available to researchers in
                                     Oxford
                                  – Identify gaps in service provision
Findings



  •   Widespread expertise in data management and curation amongst service units in
      Oxford
  •   Support provided in ad-hoc basis but services not made explicit
  •   Overall, the majority of the services in the data management and curation framework
      are not offered fully or at all.
  •   There is a need for a university wide policy on data management and curation
Research data management and curation services
Embedding Institutional Data
Curation Services in Research (EIDCSR)
Where to start? A data management plan

     *With details about:
     •   the need for access to existing data sources
     •   the data to be produced by the research project
     •   the planned quality assurance and back-up procedures for data
     •   the plans for management and archiving of collected data
     •   any expected difficulties in making data available for secondary research
         (through data archiving) and measures to overcome such difficulties
     •   who holds copyright and Intellectual Property Rights of the data
     •   data management responsibility roles within the research team
         [Support from Departments’ IT or research facilitators or Research Services]


     * RELU Data Management Plans
File handling


     •   Use open file formats if possible (ODF, PNG, TIFF, JPEG)
          [Training providers (OUCS, OULS, departmental…)]
     •   Use a clear directory structure
     •   Name files consistently (http://mst.nerc.ac.uk/file_naming_conventions.html)
     •   Use version control tools
          [OUCS Subversion Repositories]
Collect metadata : “data about data”


     •   Different types
          – descriptive metadata : describing the intellectual content of the object
          Simple DC: Title/ Creator/Subject/Description/Publisher/Contributor/Date/
          Type/Format/ Identifier/Source/Language/Relation/Coverage/Rights
          – administrative metadata: information used to manage the object or
             control access to it.
          – structural metadata: information that ties each object to others.
          [OUCS Research Technology Service may be able to help]
          or the Digital Curation Centre (DCC)
Storage



     •   Check with your departmental IT
     •   Need a back-up strategy
          – How often/stored for how long/ who will be responsible?
          [Hierarchical File Server for back-up your files and long term storage]
          [OUCS Research Technology Service may be able to help]
     •   Ethics and confidentiality
          [Research Ethics Committee http://www.admin.ox.ac.uk/curec/]
          – http://www.data-archive.ac.uk/sharing/confidential.asp
Data sharing and long-term preservation

     •   Sharing through:
          – Papers, local repositories, national repositories or web tools
          – Informally at conferences, blogs or email
     •   Be aware of IP and copyright issues
          – [http://www.data-archive.ac.uk/sharing/copyright.asp]
          [ISI Innovation]
          [Legal Services can help]
     •   Long-term preservation and sharing at national data centres
          – UK Data Archive
          – NERC data centres
          – Archeological Data Service
          – European Bioinformatics Centre (EBI)
          – Many more like this at: http://tinyurl.com/globaldatarepo
Services available in Oxford


     •   ORA for research articles and other grey literature
     •   Hierarchical File Server for back-up your files
     •   OUCS Research Technology Service
     •   Departmental support through IT or research facilitators
     •   Departmental storage
     •   Legal Services
     •   Research Services
     •   Central University Research Ethics Committee
     •   Different training providers
Basic Data Management Principles


     1. Plan before producing data
     2. When possible choose right standards for open formats
     3. Document your data
     4. Store your data securely and always backup
     5. Use trusted repositories to deposit your data for sharing and long-term
        preservation
Other useful resources



     •   UK Data Archive Manage and Share guidelines
         – http://tinyurl.com/datamanage
     •   Research Data Management Services: Findings of the Consultation
         with Service Providers
         – http://tinyurl.com/Oxdataservices
     •   MIT Data Management and Publishing guide
         – http://tinyurl.com/qjz6ay

     • Australian National University data management planning
         – http://ilp.anu.edu.au/dm/
Thanks

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Wiser2009 Luis Martinez

  • 1. Manage your data: why and how? OULS WISER Trinity 2009 22 May 2009 Luis Martinez Uribe Luis.Martinez-Uribe@oerc.ox.ac.uk
  • 2. Summary • Background • What are research data? • What is research data management and curation? • Oxford activities • How to manage data and services available to researchers
  • 3. Background New tools and infrastructures available to researchers A key characteristic is the generation of digital research data
  • 4. How much data? A data deluge! “More digital data will be produce in the next 5 years than in whole human history” (Australian DEST ) 2007 is the “crossover year” where the amount of digital information is greater than the amount of available storage Source: “The Expanding Digital Universe: A forecast of Worldwide Information Growth through 2010” IDC Whitepaper, March 2007
  • 5. What are research data? http://www.flickr.com/photos/iscjorgegarcia/2359144636/*
  • 6. What are research data? “Research data is the evidence base on which academic researchers build their analytic or other work. It includes the widest possible range of data volumes from relatively small data sets up to vast data volumes generated by research in fields such as particle physics. It also includes great variety and heterogeneity of data and its accompanying metadata and documentation to make it usable and understood, or the digital representations and records for physical research data.” (UKRDS final report)
  • 8. From Dr David Shotton presentation
  • 11. http://www.beazley.ox.ac.uk/XDB/ASP/recordDetails.asp?recordCount=37&start=0 From Building a VRE for the Humanities poster http://www.flickr.com/photos/wrowlands/2270729405/ presented at All Hands Meeting 2007
  • 12. http://www.flickr.com/photos/piper/22584430/ http://www.flickr.com/photos/althouse/273160052/
  • 13. http://www.flickr.com/photos/thivierr/540241947/ EUROBAROMETER 69 PUBLIC OPINION IN THE EUROPEAN UNION FIRST RESULTS
  • 15. Research data management and curation • Takes from knowledge/information management • “…is understanding the current data needs and future ones” (US Department of Defence) • A means to an end • Not just technical infrastructure but also procedures and policies • Preservation http://www.youtube.com/watch?v=pbBa6Oam7-w • Digital Curation “maintaining and adding value to a trusted body of digital information for current and future use; it encompasses the active management of data throughout the information lifecycle” DCC Charter and Statement Principles
  • 16.
  • 17. Why? • Ensuring data quality and authenticity of research results • Not re-inventing the wheel - data collection can be expensive! • Better access to information (which in many cases is publicly funded) will produce high quality research • Future access (preservation) http://www.youtube.com/watch?v=pbBa6Oam7- w • Added value from data mining or combining datasets • and …
  • 18. Comply with requirements of funding agencies “the outputs from current and future research must be preserved and remain accessible for future generations” “expects research data generated as part of BBSRC support to be made available…data should be retain for a period of 10 years after completion of the project” “require that the applicants provide a data management and sharing plan as part of their application” “requires all grant holders to offer for deposit copies of data to the UK Data Archive” SHERPA JULIET SERVICE http://tinyurl.com/datapolicies
  • 19. Data management and curation activities in Oxford
  • 20. Scoping Digital Repository Services for Research Data Management
  • 22. Researcher’s data - the challenges I COULDN’T MAKE SENSE OF THE WHEN RESEARCHERS LEAVE THE DATA I COLLECTED FOR MY PhD 5 DEPARTMENT WE LOOSE ALL THE DATA YEARS AGO THEY CREATED HELP! I AM REQUIRED TO WE HAD TO MIGRATE DATA TO NEW PRODUCE A DATA FORMATS AS NOT TO LOSE THEM. IT MANAGEMENT PLAN TOOK US MONTHS!! I WANT TO PUBLISH THE DATA AS AN ADDITIONAL RESOURCE FOR READERS OF MY PUBLISHED BOOK/ARTICLE TO SHARE OUR DATA WE HAD TO PHYSICALLY TRANSPORT THE SERVER CLINICAL TRIALS DATA COLLECTED 30 YEARS AGO CAN BE USED TO IDENTIFY THE DAUGHTERS OF THOSE WOMAN WHO WERE ADMINISTERED A DRUG THAT CAUSES CANCER IN THEIR DAUGHTERS WE COLLECTED DATA AS PART OF AN INTERNATIONAL COLLABORATION BUT WE DON’T KNOW WHO OWNS THE DATA?
  • 24. Consultation with service units • Aiming to – Validate the researchers’ requirements for services – Determine the data management services available to researchers in Oxford – Identify gaps in service provision
  • 25. Findings • Widespread expertise in data management and curation amongst service units in Oxford • Support provided in ad-hoc basis but services not made explicit • Overall, the majority of the services in the data management and curation framework are not offered fully or at all. • There is a need for a university wide policy on data management and curation
  • 26. Research data management and curation services
  • 27. Embedding Institutional Data Curation Services in Research (EIDCSR)
  • 28. Where to start? A data management plan *With details about: • the need for access to existing data sources • the data to be produced by the research project • the planned quality assurance and back-up procedures for data • the plans for management and archiving of collected data • any expected difficulties in making data available for secondary research (through data archiving) and measures to overcome such difficulties • who holds copyright and Intellectual Property Rights of the data • data management responsibility roles within the research team [Support from Departments’ IT or research facilitators or Research Services] * RELU Data Management Plans
  • 29. File handling • Use open file formats if possible (ODF, PNG, TIFF, JPEG) [Training providers (OUCS, OULS, departmental…)] • Use a clear directory structure • Name files consistently (http://mst.nerc.ac.uk/file_naming_conventions.html) • Use version control tools [OUCS Subversion Repositories]
  • 30. Collect metadata : “data about data” • Different types – descriptive metadata : describing the intellectual content of the object Simple DC: Title/ Creator/Subject/Description/Publisher/Contributor/Date/ Type/Format/ Identifier/Source/Language/Relation/Coverage/Rights – administrative metadata: information used to manage the object or control access to it. – structural metadata: information that ties each object to others. [OUCS Research Technology Service may be able to help] or the Digital Curation Centre (DCC)
  • 31. Storage • Check with your departmental IT • Need a back-up strategy – How often/stored for how long/ who will be responsible? [Hierarchical File Server for back-up your files and long term storage] [OUCS Research Technology Service may be able to help] • Ethics and confidentiality [Research Ethics Committee http://www.admin.ox.ac.uk/curec/] – http://www.data-archive.ac.uk/sharing/confidential.asp
  • 32. Data sharing and long-term preservation • Sharing through: – Papers, local repositories, national repositories or web tools – Informally at conferences, blogs or email • Be aware of IP and copyright issues – [http://www.data-archive.ac.uk/sharing/copyright.asp] [ISI Innovation] [Legal Services can help] • Long-term preservation and sharing at national data centres – UK Data Archive – NERC data centres – Archeological Data Service – European Bioinformatics Centre (EBI) – Many more like this at: http://tinyurl.com/globaldatarepo
  • 33. Services available in Oxford • ORA for research articles and other grey literature • Hierarchical File Server for back-up your files • OUCS Research Technology Service • Departmental support through IT or research facilitators • Departmental storage • Legal Services • Research Services • Central University Research Ethics Committee • Different training providers
  • 34. Basic Data Management Principles 1. Plan before producing data 2. When possible choose right standards for open formats 3. Document your data 4. Store your data securely and always backup 5. Use trusted repositories to deposit your data for sharing and long-term preservation
  • 35. Other useful resources • UK Data Archive Manage and Share guidelines – http://tinyurl.com/datamanage • Research Data Management Services: Findings of the Consultation with Service Providers – http://tinyurl.com/Oxdataservices • MIT Data Management and Publishing guide – http://tinyurl.com/qjz6ay • Australian National University data management planning – http://ilp.anu.edu.au/dm/