1. Dr Joanna Goodger Information Hertfordshire With Bill Worthington, Sara Hajnassiri, and Mohamed Hansraj Research Data Management For Researchers

2. AN INTRODUCTION Research Data Management

3. Research Data Management Research Councils The majority of data is funded by the Government through Research Councils and Universities. There are seven Research Councils, each covering a broad disciplinary area. Research Councils UK (RCUK) is a strategic partnership between the Councils, enabling them to work together and enhance the overall performance and impact of UK research. Each council operates through grant programmes and some run their own research institutes and data centres. The requirements laid down by the research councils cover various aspects of the research life cycle. Planning Research Data Management

5. Research Data Management Research Councils ESRC and BBSRC are leading development of Research Data Management Plans within their funding process as well as in their policies: All RCs fund at least one dedicated data centre Researchers are required to offer to deposit their data in a data centre, to deposit it locally and make it available to others. During funding, researchers need to include a data review and a data sharing plan. Funding can be sought for sharing resources, for buying existing data, and commissioning new data. Time limits are set for deposition and retention periods. Secondary users must acknowledge their data sources. Planning Research Data Management

6. Research Data Management What this means to Researchers The changes to RCUK and to Univeristy data policies means that we are now required to think about preserving and reusing our data from the funding stages of the project. A data management plan is required as part of the funding application Once published, data should be anonymised and preserved in open access repositories, preferably RCUK data centres. Planning Research Data Management

7. Research Data Management Activity Why you should but maybe can’t share your data? Spend a couple of minutes thinking about the benefits of sharing your data, having other data available for you, and what you might not be able to share. Then we’ll combine your answers and see if we can resolve the issues. Planning Research Data Management

8. Research Data Management Benefits to Researchers More data is available for contrast and comparison More opportunities for collaboration as data is discovered Credit awarded on data as well as related publications Data preserved in managed archives Data is not lost when researchers leave research Student project data are managed assisting audit and reuse Planning Research Data Management

9. PLANNING YOUR PROJECT Research Data Management

10. Many funding bodies want assurance that you have systems and protocols in place to protect your data during the working, sharing, and preserving stages of your project. They require a Research Data Management Plan. Sometimes this is incorporated into the electronic grant application process e.g. Je-system. Others, like the Univeristy require you to complete a DMPonline Template. https://dmponline.dcc.ac.uk/ Research Data Management Research Data Plan Planning Research Data Management

11. To assist in preparation of basic Data Management Plans (DMP) at the funding application stage, the DCC presents DMP online. These templates are designed to make researchers think about our projects and how to manage the data throughout the whole project life cycle. Research Data Management Research Data Plan Planning Research Data Management

12. Research Data Management Research Data Plan Collection of new and existing data Local storage and analysis Sharing with collaborators Publishing Preservation and reuse The DMP covers the whole project lifecycle. The plan is divided into 6 sections, which cover the lifecycle but are divided into aspects of the project, not chronological steps. Planning Research Data Management

13. Research Data Management Activity What happens to your data during a project? The where, when, how, what, and why of your data. Spend a couple of minutes thinking about the choices you need to make about your data, throughout your project. Then we’ll combine your ideas and compare them to the DMP. Planning Research Data Management

14. Introduction and contextData types, formats, standards, and capture methodsLegal and ethical issuesShort-term storage and data managementAccess, data sharing and re-useDeposit and long-term preservation Research Data Management Research Data Plan Planning Research Data Management

15. PROJECT LIFECYCLE Research Data Management

16. Thesis Title University or Research Council? Duration Basic Project Info. The University and STFC policies: open after publication as your research is public funded through the University & RCUK Related Policies Yours and your supervisory team Additional help from IT staff, HelpDesk and other team members Roles and Responsibilities Research Data Management Introduction and context Planning Research Data Management

17. Research Data Management Data types, formats, standards and capture methods What data will be created? Note the type and volume of data that will be created e.g. transcripts, measurements, imaging etc. Explain how you will capture the data. e.g. in a numbered, dated notebook. What formats do you propose to use and why? e.g. Microsoft Access, Excel or SPSS, as they’re in widespread use. DICE DMP Breakdown Planning Research Data Management

18. Research Data Management Activity What is data? What does data mean to you? Spend a couple of minutes thinking about what data you will be working with, throughout your project. Then we’ll combine your ideas and compare them to the DMP. Planning Research Data Management

19. Basic description for context Define data Software, Documents, Formats Project Desc. and process Archival data, Catalogues, New obs. Proprietary? Project only for 6mth Existing and New Data Headers: table column headings, image information, paper reference, software version. Metadata Research Data Management Data types, formats, standards and capture methods Planning Research Data Management

20. Tables Code Plots Transcripts Audio-Visual Images / Photos Research Data Management Data types and formats Planning Research Data Management

21. Images Raw, Processed, Plotted, Photos, Scans, CAD FITS, JPG, PNG, BMP, PS Reuse, paper, talk, poster, archive, web Use, size, longevity Tables Catalogues, Query results, Calculations, Measurements Text files, FITS, spread sheets Code input, spectra, plot, paper, CDS Use, metadata, accessibility Source code Models, simulations, scripts, inputs, outputs, instructions.c,.pl,.py,.idl, README, Make file, input, output Third party edit, run. paper, web User friendly; functions, size Interviews Audio, Video, Written Transcript.txt,.odt,.doc., mp3,.mp4,.avi Producing transcripts, further analysis Format, longevity, security, metadata Formats Uses Considerations Research Data Management Data types and formats Planning Research Data Management

22. How will the data be documented and described? What contextual details are needed? e.g. a description of the capture methods and data analysis. How will you capture this? e.g. in papers, in a database, in a ‘readme’ text file, in file properties/headers. Which standards will you use and why? e.g. refer to data centre recommendations for metadata, controlled vocabularies, documentation. Are there any encoding guidelines you should follow? DICE DMP Breakdown Research Data Management Data metadata Planning Research Data Management

23. How you will manage ethics and intellectual property? How will you safeguard the privacy of research participants? e.g. by negotiating informed consent. Will there be any restrictions and why? e.g. delays while you seek a patent, embargoes as right of first use. DICE DMP Breakdown Research Data Management Legal and ethical issues Planning Research Data Management

24. Do you have copyright issues? Is there a patent pending on your work? Is the data personal? Legal Issues Who owns your data? The University? STFC? Third party company? How will the data be licenced? How will you deal with disputes? Ethics Research Data Management Legal and ethical issues Planning Research Data Management

25. How will you manage your data? How will you store and back-up the data? e.g. University storage with IT back- up, mirror data on partner's server. DICE DMP Breakdown Research Data Management Legal and ethical issues Planning Research Data Management

26. Research Data Management Activity How is your data at risk? What precautions do you have in place to safeguard your data? Spend a couple of minutes thinking about how your data could be lost, damaged or stolen? Then we’ll combine your ideas and compare them to the DMP. Planning Research Data Management

27. Where will your data be stored? How will it be transmitted? Storage Where will you back-up? Who will do it? And how often? Back-up Keeping sensitive data private Safe from loss or theft Security Research Data Management Short-term storage and data management Planning Research Data Management

28. University PC laptop local drive server Cluster External HD DVD, Tape Research Data Management Short-term storage and data management Planning Research Data Management

29. Research Data Management Short-term storage and data management Backing up should be an automatic part of your everyday research activities. In 2005, an electrical fault in the electronics and laser research building at the University of Southampton cost £50-100M including temporary building hire and transfer of work to Holland. Image if a fire or similar disaster happened at here How much would it cost you‽ Mountbatten Building, So’ton Uni. Planning Research Data Management

30. Updates the changes to files between two directories and servers rsync Timed schedule to perform tasks – your rsync for example crontab /usr/bin/rsync -avu /data/jgoodger/ /local/data/ /usr/bin/rsync [options] [src] [dest] SHELL=/bin/tcsh PATH=/sbin:/bin:/usr/sbin:/usr/bin MAILTO=a.user@herts.ac.uk 17 3 * * * /bin//usr/bin/rsync -avu /data/auser/ /local/data/ Research Data Management Short-term storage and data management Planning Research Data Management

31. Set an automated backup through control panel Windows Backup and restore Back up your entire content to another disk or to the net. Mac Time machine Research Data Management Short-term storage and data management Planning Research Data Management

32. Research Data Management Short-term storage and data management Most data needs some level of security: -Sensitive Personal Information -Proprietary data -New discoveries -Revolutionary code / software All of it needs to be accessible, but secure during storing, sharing, and publishing. If you lost it, who would be able to access your data? Planning Research Data Management

33. Keep your data secure in an encrypted folder Bitlocker is available on Windows 7 +, Truecrypt works on any operating system. Open Source Encryption that works with Windows, Mac and Linux Pack your files into an encrypted volume Send by email, shared drive, cloud storage, web space Password access Variable encryption algorithms available Research Data Management Short-term storage and data management Planning Research Data Management

34. What are the plans for data sharing and access? Who is expected to use the completed dataset(s) and for what purpose? How will the data be developed with future users in mind? e.g. choose appropriate formats. How will you make the data available? e.g. deposit in a data centre, forward copies on request, create website, publish a book. DICE DMP Breakdown Research Data Management Data sharing and access Planning Research Data Management

35. Research Data Management Activity What happens when you’re finished? After you’ve published, what happens to your data? Spend a couple of minutes thinking about where your data should be stored, who should have access, and what would happen if something happened to you? Then we’ll combine your ideas and compare them to the DMP. Planning Research Data Management

36. Research Data Management Data sharing and access Who else wants your data? Why might they not have it? Data sharing and Reuse How and when will you release your data. Project timetable Access to Data Limits on pub dates? Special Journal or Conference Publication Embargo or Patent Pending? Timing Planning Research Data Management

37. What is the strategy for long-term preservation and sustainability? What are the plans for sustainability? e.g. choose open standards, deposit in data centre. Which repository / data centre have you identified as a place to deposit data? Show you've consulted them. How will you prepare data for preservation and sharing? Show time and resource budgeted in. DICE DMP Breakdown Research Data Management Deposit and long-term preservation Planning Research Data Management

38. Research Data Management Deposit and long-term preservation Which data will be kept / made public? Which tools are independently valuable? How will sensitive data by managed? Selection Where will your data be published? In a national, university or subject specific archive? How long should the data be kept? Location and Schedule What metadata and documents will also be archived? How will this data be created? Metadata Planning Research Data Management

39. ArchivingPublication Working Data All DataPaperJournal Archive (ArXiv) University Archive Supporting Data National Archive Currently, selection, methods, algorithms, results, plots, and conclusions are in papers, published in journals and open archived in the ArXiv. In the future you’ll need to select supporting data, including material with independent scientific merit for publication online in open access archives; either subject specific or in the University Data Archive. Research Data Management Deposit and long-term preservation Planning Research Data Management

40. What is kept depends on the decisions made by the government, RCUK and the journals. Probably supporting material and data that has scientific merit, but could be all of it. Be prepared! Keep clear and useful notes on your work; —Annotate your code so others (including your future self) can make sense of it —Keep a README of instructions for reduction, analysis or code procedures —Clearly name the published results – isolate them in or copy them to a directory —Version control your codes, results, plots and drafts so you can compare at least —Make a note of results/conclusions of dead ends Research Data Management Deposit and long-term preservation Planning Research Data Management