Research Outputs Management What services are involved? Basic Training in Parma/ 06.09.2017

Agenda Components of an RDM service infrastructure Discussion RDM policy and strategy Business plans and sustainability Guidance, training and support Data management planning Managing active data Data selection and handover Data repositories Data catalogues Discussion

Components

RDM policy and strategy Develop a strategy Understand your current position and where you want to be to define your strategy Map out a programme of activity to deliver infrastructure and services Develop a policy Draft a policy based on external drivers and local context to establish your core RDM principles Ratify the policy then undertake advocacy work and pilot studies to aid implementation Consult broadly to gain consensus and secure support

RDM Policy – learn project Toolkit of Best Practice for Research Data Management 23 Case Studies covering topics such as Policy, Advocacy and Costs, a Model RDM Policy Evaluation Grid for RDM Policies in Europe 40 European RDM policies compact overview Core Elements of a RDM Policy template useful for defining research data explaining what RDM is identifying RDM workflows informing about funder requirements identifying legal and ethical aspects http://learn-rdm.eu/wp-content/uploads/RDMToolkit.pdf http://learn-rdm.eu/en/about/project-summary/ Funding from the EC:€ 496,582.00 Partners:University College London – UCL Universitat de Barcelona – UB Stichting Liber – LIBER  Universitat Wien – UNIVIE  United Nations Economic Commission for Latin America and the Caribbean – UN-ECLAC http://learn-rdm.eu/wp-content/uploads/red_LEARN_Elements_of_the_Content_of_a_RDM_Policy.pdf

RDM Policy and strategy Will be discussed in detail later today by Joy Davidson And we will develop Business Models on Friday 14.15-14.45 Developing policies to support Research Outputs Management 14.45 - 15.00 Coffee break 15.00 - 16.00 Developing policies to support Research Outputs Management (continued)

Business plans and sustainability Based on your strategy, develop a phased business plan covering projections for 3, 5 and 10 years Identify predicted costs and planned expenditures, together with an indication of the financial year in which expenditure will occur Consider whether any costs can be recouped, for example by charging for services Undertake a cost/benefits analysis to help make the case for investment Address sustainability issues and the associated long-term costs

Understanding costs of curation Curation Cost Exchange (CCEx) platform to understand and compare costs 4C analysed existing cost models 10 evaluated 78 assessment criteria you decide which is best for you Described cost drivers direct storage indirect quality and trustworthiness reputation and risk Sustainability planning from cost models to business models based on Business Model Canvas http://www.curationexchange.org/

Guidance, training and support Collate details of existing institutional support to provide a single, joined-up RDM guidance website Coordinate the provision of support, either through a central helpdesk or well-signposted contacts Provide RDM training to support researchers and reskill support staff Offer more in-depth consultancy services as appropriate.

My favourite example: landing page for researchers, consulting pre-grant DMPs trainings in data management during project and end of project consultations archiving services http://dms.data.jhu.edu

Data management planning Data Management Plan (DMP) describes: how the data will be created how it will be documented who will be able to access it where it will be stored who will back it up whether (and how) it will be shared & preserved

Data management planning Supported by tools checklists Will be discussed in detail in the next ROMOR event

Data management planning If you have a requirement for DMPs, develop a template or guidelines on what to include Provide guidance, approved options and examples to help researchers complete DMPs Consider the use of tools such as DMPonline, customising these to your institution Build data management planning into existing training and consultancy programmes as required

Managing active data Review data holdings and RDM practices to see if the current infrastructure and systems are sufficient Where appropriate, make a case for investment to provide additional research data storage Develop procedures for the allocation and management of research data storage Provide flexible RDM systems to support the creation, management and sharing of data that meet a diverse range of research contexts and needs

Managing active data Host on your own Outsource? Sensitive data? Jurisdiction? Using dropbox and google drive is not a bad thing, but we should be aware of problems. Hosting your own services may be better. You need this services for people to work efficiently. If the data is already on the premises then it is easier to ingest it than to migrate.

Data selection and handover Identify which data fall under your remit and establish criteria to guide decisions on what to keep If establishing a repository, develop deposit agreements and high- level guidance Develop or use existing deposit tools to ease the process of handover Advocate the benefits of data deposit to encourage uptake Support research groups to develop guidance and offer input to decisions Note: different processes for “Big Data” settings, specifically (high-volume) dynamic data streams: integrated systems!

Data selection and handover Data Management Infrastructure Integrate existing systems Seamless data flow Machine-actionable DMPs

Data repositories Where required, develop and maintain an institutional data repository Explore options to align your repository with existing systems, for example for Research Information Management Decide what role external data repositories will play in your RDM strategy Provide guidance and support to direct researchers to relevant services Sessions on day 2 focus on repositories

Climate Change Centre Austria - Example National archive for climate data and information clear focus and purpose Data observation and measurement data scenario data quantitative and qualitative data measurement data findings of research projects Uses CKAN repository Data Citation Gaza has their research on water in Gaza. They may consider having a dedicated repository for this and a separate one for master thesis, etc. I would stress here that having a clear focus is important. https://data.ccca.ac.at

Data catalogues Define the metadata you need to record research datasets Establish a system for capturing and displaying a record of research data holdings Integrate systems to benefit from options to harvest data and embed metadata creation into existing workflows Expose metadata for inclusion in national catalogues or other relevant services

More on metadata… Day 2 14.45 - 16.00 Metadata for Research Outputs Management

Conclusions It is not just about repositories! Integration is crucial systems stakeholders groups services Develop a vision and a plan Include all stakeholders Make incremental development

Group Discussion Reporting which components do you already have? which of the components should be shared among HEIs in Palestine? which components should be prioritized in the next phases of the project? Reporting each group reports shortly what they identified joint discussion

Acknowledgments Jones, S., Pryor, G. & Whyte, A. (2013). ‘How to Develop Research Data Management Services - a guide for HEIs’. DCC How-to Guides. Edinburgh: Digital Curation Centre. Available online: http://www.dcc.ac.uk/resources/how-guides