Rachel Bruce's presentation at the CNI conferenece on research at risk and developing a shared research data management service for UK universities. December 2015.
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Shared research data management service
1. Rachel Bruce, DeputyChief Innovation Officer, Jisc – CNI Fall Meeting, December 2015
Research at Risk : Developing a Shared Research Data Management
Service for UK UniversitiesDecember 2015
2. 14 December CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
Jisc is the UK higher, further education
and skills sectors’ not-for-profit organisation
for digital services and solutions
Operate shared
digital infrastructure
and services
Provide trusted advice and
practical assistance for
universities, colleges and
learning providers
We…
Negotiate sector-wide deals
and conditions with IT
vendors and commercial
publishers
3. Our vision and mission
14 December CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
Mission
To enable people in higher
education, further education and
skills to perform at the forefront of
international practice by exploiting
fully the possibilities of modern
digital empowerment, content
and connectivity
Vision
To make the UK the most
digitally advanced
education and research
nation in the world
4. Co-design challenges
Research at risk (R@R)
Prospect to alumnus (P2A) Learning analytics
Digital learning & capabilitiesImplementing FELTAG
Business intelligence
14 December CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
5. » 1) Data are a Public Good
Publicly funded research data are a public good, produced in the
public interest, which should be made openly available with as few
restrictions as possible in a timely and responsible manner
» 2) Data should be managed…
» 3) Data should be discoverable…
» 4)There may be constraints…
» 5) Originators may have first use…
» 6) Reusers have responsibilities…
» 7) Data sharing is not free…
CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
RCUK Principles on Research Data Policy
6. Royal Society Science as an Open Enterprise
» Recommendation 1
» • “Scientists should communicate the data they collect and the
» models they create, to allow free and open access, and in ways
» that are intelligible, assessable and usable for other specialists
in the same or linked fields wherever they are in the world…”
» Recommendation 11
» • “…There are legitimate boundaries of openness which must be
maintained in order to protect commercial value, privacy, safety
and security.”
» Recommendation 9
» • “… proportionate governance…”
» • “… personal data is only shared if it is necessary for research with
» the potential for high public value”
CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
7. » Open in two senses: (Open-Science)Cloud & an Open (Science-Cloud)
» Science = research in all domains, public and private
» Cloud = virtualised, transparent, service oriented,…
EC Communication: A Digital Single Market Strategy for Europe:
» European Free flow of data initiative
» Seamless, interoperable digital services
» Digital ecosystems of hardware, software, applications and data
» Removing technical, legislative barriers to data driven science
» Enabling new services for data-driven science through open systems, services
and cross-border flow of data
» Data as a catalyst for economic growth and innovation
» A transition towards more efficient Open Science
CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
European Open Science Cloud
8. Where’s the carrot?
“There is typically very little, if any,
formal recognition for data outputs
in key assessment processes –
including in funding decisions,
academic promotion, and in the UK
Research Excellence Framework.”
Expert advisory group on data access
May 2014
CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service14 December
9. CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
Awareness of regulatory
environment
Data access statement
Policies and processes
Data storage
Structured metadata descriptions
DOIs for data
Securely preserved for a minimum
of 10 years from last use
There is a stick …
14 December
10. CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
It’s fragmented
We don’t want 150
solutions
Different rates of progress
12. Research systems survey
14 December CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
0% 50% 100% 150%
<100 TB 100-499 TB 500-999 TB 1PB+
RD storage capacity Research Systems
Current active
Planned
active (3yrs)
Current
archive
Planned
archive (3yrs)
Institutional
Repository
CRIS
Data
registry/catalogue
Archival preservation
systems
0 50 100
File sync & share
Software repository
13. Research Data Management Shared Service
CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service14 December
14.
15. Credit for Architecture concepts: John Lewis (Sheffield) & Stuart Lewis (Edinburgh) http://dx.doi.org/10.6084/m9.figshare.1202230
High level RDM Architecture
CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
16. Credit for Architecture concepts: John Lewis (Sheffield) & Stuart Lewis (Edinburgh) http://dx.doi.org/10.6084/m9.figshare.1202230
Pilot Shared Service
Pilot Shared ServiceArea Other R@RWork Areas Existing Jisc Services/AgreementAreas
CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
17. Process overview
CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
18. CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
https://en.wikipedia.org/wiki/Data_sharing
Making it easy for
researchers
14 December
19. A **key** requirement
CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
21. Pilot Shared ServiceVision
» Researchers shouldn’t need to think (too much!) about Research
Data Management
• Provide researchers intuitive, easy functionality to publish, archive and
preserve their research outputs.
• Provide interoperable systems to allow researchers and institutions to
fulfil and go beyond policy requirements and adhere to best practice
throughout the RDM lifecycle
• Preservation!!
CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
22. Links to research at risk portfolio
14 December CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
23. Open Access Shared Services Portfolio
Current &
Future
services
14 December CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
24. What we need
» Modules that seamlessly integrate with each other
CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
25. Lots
1 Research Data Repositories
2 Repository Interfaces
3 Research Data Exchange Interface
4 Research Information and
Administration Systems Integrations
5 Research Data Preservation
Platforms
6 Research Data Preservation
Development and Tools
7 Research Data Reporting
8 User Experience enhancements
CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
26. Pilot Higher Education Institutions
CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
Working with a range of
institutions based on:
• size, type of institution
• types of data
• degree of RDM readiness
• current institutional systems
Deadline for formal EOI’s 14 th
December [Today!]
27. What universities want from the Jisc shared service
CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
Reduce IT burden
Preservation
Automation
with ELN
Interoperability
with CRIS
Cost effective
storage
Integration across
systems
User
friendly
deposit
Improve
discovery
Share &
develop
practice
Move to
centralised
services
No service
yet …this
will enable
that
28. Questions
» What are your strategies for:
» engagement of researchers?
» preservation ?
» software ?
» storage ?
» text & data repositories combined ?
» costing?
» sharing services?
CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
29. Some further information» Our research data (etc.) blog - http://researchdata.jiscinvolve.org/wp/
» The shared research data management service requirements:
http://researchdata.jiscinvolve.org/wp/2015/11/10/rdm-shared-service-briefing-and-
updated-requirements/
» Related workshop:
http://researchdata.jiscinvolve.org/wp/2015/11/23/rdm-shared-service-workshops/
» The expression of interest form for universities and colleges:
http://researchdata.jiscinvolve.org/wp/2015/11/06/research-data-management-shared-
service-call-for-formal-expressions-of-interest/
» The related tender document for systems & developers can be found here:
https://tenders.jisc.ac.uk/
» Latest research at risk update:
http://researchdata.jiscinvolve.org/wp/2015/12/10/research-at-risk-progress-update/
CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
30. Acknowledgements
» Images:
Clouds & rapeseed: https://www.flickr.com/photos/scandal-princess/4815191034/in/dateposted/
Dog on lead: https://www.flickr.com/photos/cogdog/19666844558/in/photolist-61tiJQ-vXTHGS-5nftYp
Fix the process: https://www.flickr.com/photos/cogdog/19666844558/in/photolist-61tiJQ-vXTHGS-5nftYp
Lot 88: https://www.flickr.com/photos/cogdog/8347605913/in/photolist
Preservation at work: https://www.flickr.com/photos/cogdog/7127177209/in/photolist-bRNDtF-75WVnY
Pottery fragments: https://www.flickr.com/photos/cogdog/9927993383/in/photolist
Share the road: https://www.flickr.com/photos/cogdog/5910598311/in/photolist
» Text for European Open Science Cloud from Juan Bicarregui ‘sWestminster Forum December 2015 slides, (STFC Head
of Data Division)
» Chart of progress for Research Data Management areas on slide 11 from Joy Davidson, DCC, University of Glasgow, 8
May 2014
CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service
31. Find out more…
Rachel Bruce
rachel.bruce@jisc.ac.uk
Twitter
@rachelbruce
Except where otherwise noted, this
work is licensed under CC-BY-NC-ND
CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service14 December
Editor's Notes
Important to see solutions in a broad sense as this means cultural change and technical change in partnership with colleges and universities – working on new opportunities and also problem spaces together
Dig Infra – network - Janet like Internet 2 , also lots of analytics services and content services , like California Dig Lib
Content agreements / model licences , cloud services eg AWS
Advice on legal issues, accessibility, use of eportfolios, security , open access etc
R&D challenges – the RDM service comes from research at risk – but there area range of areas for example the learning analytics area where uni and colleges wanted Jisc to work with them to provide solutions – community of practice , examining legal and ethical issues, and Jisc has established a shared data warehouse and analytics engine – and developing added value features – for student experience – ( retention, attainment etc )
So in the UK there are lots of policies in place that push the sharing and management of research data.
This from the RCUK ( 7 research councils covering all the disciplines ) – but underneath this different ways in which they support and implement this – clearly though recognising that public data should be shared and open – but that it does cost – therefore they all support it in their grant process – however despite this there is a gap in terms of long term costs for the sector and sustainable services into the long term
Royal Society June 2012,
Science as an Open Enterprise, http://royalsociety.org/policy/projects/science-public-enterprise/report
The following year there was this report – this I think has had a significant impact – perhaps because it came from the Royal Society and because this is a voice from the researchers not the funders or Govt. Etc Concept of intelligent openness – so showing nuance but still a bold statement that this is part of science
Some researchers do engage in sharing data but it is not widespread and some of the other aspects of the research system hold this back – as we see here – REF is something that many see as needing to change to support this – data is accepted in the REF in areas like the research environment but overall it weighted towards journal article – but you can’t introduce something into a policy like this too early. However Hefce are consulting for REF 2020 to get views on what they might do.
2011 announced, roadmaps by 2012 – in place from 1 May 2015. @ 1st some anxiety, now helped to get the issue on the VCs table as well as Unis are wanting to embrace the agenda and the need to create and support modern research environments.
Looking at other disciplines not just engineering and physical sciences.
A poll of around 35-40 uk HEIs– is 2014 but still an indicator that there isn’t much implementation. Red is implementation. Look at preservation and sustainability – still at thinking and planning stages.
Jisc research systems survey – shows that in the next 3 years there is an expected increase in storage needs
Whilst there is the stick, and there is some funding in grants it is a cost – there is a cost for a modern research environment and recently we have worked with the UUK, RCUK, HEFCE etc to develop an open research data concordat that is about the funders and universities signing up to an agreed direction – recognising it is needed but that it is a journey - and the responses to this demonstrated a desire to engage but a concern about cost for RDM infrastructure …so a natural desire to share and to crack this together.
Takes me back to our codesign research at risk – here is what the sector were asking us to work with them on. There was a strong desire for shared services, but getting to identify them wasn’t straight forward.
We developed this architecture – drawing on the work of prior Jisc projects and also Stuart Lewis at UoE and John Lewis at U of Sheffield.
Used this as a tool to consult to identify what areas would be prime to develop together.
Go through sections -
Highlight areas in pink that are the core services that support compliance and that the initiative for the RDM ss focuses on – BUT all aspects are part of it to an extent as we will link with CRIS in universities for example , need to interoperate with wider systems and also Jisc agreement with Arkivum is likely to be used for the long term storage – they make 3 copies – one Escrow etc.
UX being critical
The big GAP – so while there are solutions like Arkivum there is a gap in terms of curating for preservation – tools that allow file format identification, metadata and the creation of archival information packages – data integrity and even emulation …people haven’t got to deal with this yet , perhaps also the what to keep question.
We also have a set of services that support OA and research article – and its use etc we will be looking at joining up the RD infrastructure and services with these too.
Go through these in a little bit of detail to explain main focus of them- mention multi-tenet solutions, institutionally branded , some things shared , some local
More information available on Jisc Blog http://researchdata.jiscinvolve.org/wp/2015/11/06/research-data-management-shared-service-call-for-formal-expressions-of-interest/
What people say they want and reasons for being part of a shared RDM service – etc
Some longer term issues like – automation with ELN, and also sensitive data, big data to be tackled a little later down the line -
Institutionally branded RDM and research object repository solution
Support policy compliance (EPSRC, OA, OpenAIRE etc.) and best practice
Institutional support to refine RDM requirements and implementation
Focus on intuitive UI and ease of use for researchers
Focus on interoperability between institutional and external research systems
Extensible, open standards based approach
Bit-storage archiving and data preservation
New features from Jisc pilot services: Usage Statistics and metrics, UK Research Data Discovery Service
Jisc manages system, relieving burden from institutional IT and procurement staff
Comprehensive reporting on RDM
…….Also Jisc will work with you on your use cases and problem areas.