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RDM PROGRAMME @ EDINBURGH 
Stuart Macdonald 
RDM Service Coordinator 
University of Edinburgh 
stuart.macdonald@ed.ac.uk 
Arkivum Workshop, Data Storage & Preservation Strategies for RDM, Univ. 
Edinburgh, 27 October 2014
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/rese 
arch-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.
POLICY IMPLEMENTATION 
RDM Programme in 3 phases: 
• Phase 0: August 2012 – August 2013: Planning phase, with 
some pilot activity and early deliverables. 
• Phase 1: September 2013 – May 2014: Initial rollout of 
primary services. 
• Phase 2: June 2014 – May 2015: Continued rollout; 
maturation of services. 
Full details of the programme is available at: 
http://edin.ac/1eE3sav
COMMITTEES 
An RDM Policy Implementation Committee was set up by the 
Vice Principal Knowledge Management charged with delivering services 
that will meet RDM policy objectives: 
• Membership from across IS 
• Iterate with researchers to ensure services meet the needs of 
researchers 
The Vice Principal also established a Steering Committee led by 
Prof. Peter Clarke with members of Research Committee from the 3 
colleges, IS, DCC and Edinburgh Research and Innovation (ERI). 
Their role is to: 
• Provide oversight to the activity of the Implementation Committee 
• Ensure services meet researcher requirements without harming 
research competitiveness
RDM SERVICES AND SUPPORT 
 Services already in place: 
o Data management planning 
o Active working file space = 
DataStore 
o Data publication repository = 
DataShare 
 Services in development: 
o Long term data archive = 
DataVault 
o Data Asset Register (DAR) 
RDM Roadmap 
 RDM support: Awareness 
raising, training & consultancy http://edin.ac/1u3sKqy
RESEARCH DATA MANAGEMENT PLANNING 
Support and services for planning activities that are 
performed at the conceptual stage before research 
data are collected or created 
• Tailored DMP assistance for researchers submitting 
research proposals 
• Customised instance of DMPonline toolkit for 
University of Edinburgh use
WHAT IS A DATA MANAGEMENT PLAN (DMP)? 
DMPs are written at the start of a project to define: 
• What data will be collected or created? 
• How the data will be documented and described? 
• Where the data will be stored? 
• Who will be responsible for data security and backup? 
• Which data will be shared and/or preserved? 
• How the data will be shared and with whom?
DMP SUPPORT 
• Academic Support Librarians have received RDM training, 
including training on writing Data Management Plans. 
• Research Administrators staff have received training to provide 
support at the grant application stage across the 3 Colleges. 
• ERI staff will be receiving RDM training. 
• Tailored DMP courses for research staff and PGRs are being 
delivered. 
• MANTRA also has a module on DMP for self-paced learning. 
• General DMP queries can be sent to the IS Helpline who will 
direct them as appropriate.
DMPONLINE TOOLKIT 
Free and open web-based tool 
to help researchers write 
plans: 
https://dmponline.dcc.ac.uk/ 
It features: 
o Templates based on 
different requirements 
o Tailored guidance 
(disciplinary, funder etc.) 
o Customised exports to a 
variety of formats 
o Ability to share DMPs with 
others
TEMPLATES AND GUIDANCE 
• Edinburgh University Templates and Guidance are still in 
draft. 
• Edinburgh University Guidance is provided for those 
applying to: AHRC, BBSRC, CRUK, ESRC, MRC, NSF, NERC, 
STFC, & Wellcome Trust. 
• Edinburgh University Templates are available for 
Researchers and PGRs not applying to any of the above. 
• Customised Guidance is given for those working at the 
Roslin Institute.
DATASTORE 
 Facility to store data actively being used in current research activities 
 Provision: 1.6PB storage initially 
 0.5 TB (500GB) per researchers, PGR upwards 
 Up to 0.25TB of each allocation can be used to create “shared” group 
storage 
 Cost of extra storage: £200 per TB per year= 1TB primary storage, 10 
days online file history, 60 days backup, DR copy 
 Infrastructure in place. Allocation of space devolved to IT 
departments of respective Schools overseen by Heads of IT from 
each College. 
 Coming Soon! DataSync - to allow synchronization of research data 
via web interface onto DataStore data, provide secure drop-box 
style functionality, uses open source ‘ownCloud’ technology 
 De-allocation policy detailing responsibilities and storage costs for 
‘orphaned data’ - pending approval
DATASHARE 
 Edinburgh DataShare is the 
University data repository for 
publishing your research data 
openly: 
http://datashare.is.ed.ac.uk 
 It will help you disseminate 
your research, get credit for 
your data collection efforts, 
and preserve your data for the 
long-term. 
 It backs up the University 
Research Data Management 
policy. 
 It can help you comply with 
funder requirements to 
preserve and share your data.
DATA VAULT 
 Safe, private, store of data 
that is only accessible by the 
data creator or their 
representative 
 Secure storage: 
o File security 
o Storage security 
o Additional security: encryption 
 Long term assurance 
 Automatic versioning http://datablog.is.ed.ac.uk/2013/12/20/t 
hinking-about-a-data-vault
DATA ASSET REGISTER (DAR) 
 a catalogue of data assets produced by researchers 
working for the University of Edinburgh, 
 will be a key component of the University of Edinburgh 
Research Data Management (RDM) systems 
 will give researchers a single place to record the 
existence of data assets they have produced so that they 
can be discovered, accessed, and reused as appropriate. 
 Paper proposing the adoption of PURE as the University’s 
DAR submitted the RDM Steering Committee for approval 
(Oct. 2014) 
http://datablog.is.ed.ac.uk/2013/12/12/thinking-about-research-data-asset-registers
INTEROPERATION 
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
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. They will be receiving RDM training. 
• Each School’s Ethics Committee 
• Bespoke RDM email address or queries can be sent to the 
Helpline who will direct them as appropriate.
COMMUNICATIONS PLANS 
There are a number of different groups within the university and outside 
with whom we need to communicate our RDM programme. 
This will be done through a variety of communication activities. 
Target Audiences 
1. University of Edinburgh staff need to understand the principles of RDM 
and how it is practiced and supported within the University: 
• Research active staff 
• IS and School/college support staff 
• Other university committees and groups (research policy group, library 
committee, IT committee, knowledge strategy committee) 
2. External collaborators and stakeholders such as funding bodies, Russell 
Group, national and international RDM community e.g. RDA, DANS, 
ANDS, COAR, DPC, DCC
KEY MESSAGES: 
Co-ordinated, Consistent, Coherent 
There are three key messages which will need to be tailored and made timely 
and relevant to our target audiences. 
The core of each message must be maintained to ensure that everyone gains 
the same level of understanding. 
1. The University is committed to and has invested in RDM 
• services, training, support 
2. What is meant by Research Data Management? 
• definitions, data lifecycle, responsibilities 
3. The University is supporting researchers 
• encourage good research practice, effect culture change
AWARENESS RAISING 
• Introductory sessions on RDM 
services and support for research 
active and research admin staff in 
Schools / Institutes / Research 
Centres 
• Contact Cuna Ekmekcioglu at 
cuna.ekmekcioglu@ed.ac.uk for a 
session for your School/Research 
Centre 
• 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+Management+ 
Wiki http://www.ed.ac.uk/is/data-management
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 
 Research Data Management 
Programme at the University of 
Edinburgh 
 Good practice in Research Data 
Management 
 Handling data using SPSS 
 Handling data with ArcGIS 
http://edin.ac/1kRMPv3 

PROGRESS SO FAR 
Data Share – Live Now 
DMPonline – Live Now 
Website – Live Now 
• Data Management Planning Support – Aug 2014 
• Data Store – Roll-out completed by Dec 2014 
• Training – Ongoing 
• Awareness Raising - Ongoing 
• Data Asset Register – Dec 2014 
• Data Vault – Spring 2015
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)

More Related Content

RDM Programme@Edinburgh

  • 1. RDM PROGRAMME @ EDINBURGH Stuart Macdonald RDM Service Coordinator University of Edinburgh stuart.macdonald@ed.ac.uk Arkivum Workshop, Data Storage & Preservation Strategies for RDM, Univ. Edinburgh, 27 October 2014
  • 2. 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/rese arch-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.
  • 3. POLICY IMPLEMENTATION RDM Programme in 3 phases: • Phase 0: August 2012 – August 2013: Planning phase, with some pilot activity and early deliverables. • Phase 1: September 2013 – May 2014: Initial rollout of primary services. • Phase 2: June 2014 – May 2015: Continued rollout; maturation of services. Full details of the programme is available at: http://edin.ac/1eE3sav
  • 4. COMMITTEES An RDM Policy Implementation Committee was set up by the Vice Principal Knowledge Management charged with delivering services that will meet RDM policy objectives: • Membership from across IS • Iterate with researchers to ensure services meet the needs of researchers The Vice Principal also established a Steering Committee led by Prof. Peter Clarke with members of Research Committee from the 3 colleges, IS, DCC and Edinburgh Research and Innovation (ERI). Their role is to: • Provide oversight to the activity of the Implementation Committee • Ensure services meet researcher requirements without harming research competitiveness
  • 5. RDM SERVICES AND SUPPORT  Services already in place: o Data management planning o Active working file space = DataStore o Data publication repository = DataShare  Services in development: o Long term data archive = DataVault o Data Asset Register (DAR) RDM Roadmap  RDM support: Awareness raising, training & consultancy http://edin.ac/1u3sKqy
  • 6. RESEARCH DATA MANAGEMENT PLANNING Support and services for planning activities that are performed at the conceptual stage before research data are collected or created • Tailored DMP assistance for researchers submitting research proposals • Customised instance of DMPonline toolkit for University of Edinburgh use
  • 7. WHAT IS A DATA MANAGEMENT PLAN (DMP)? DMPs are written at the start of a project to define: • What data will be collected or created? • How the data will be documented and described? • Where the data will be stored? • Who will be responsible for data security and backup? • Which data will be shared and/or preserved? • How the data will be shared and with whom?
  • 8. DMP SUPPORT • Academic Support Librarians have received RDM training, including training on writing Data Management Plans. • Research Administrators staff have received training to provide support at the grant application stage across the 3 Colleges. • ERI staff will be receiving RDM training. • Tailored DMP courses for research staff and PGRs are being delivered. • MANTRA also has a module on DMP for self-paced learning. • General DMP queries can be sent to the IS Helpline who will direct them as appropriate.
  • 9. DMPONLINE TOOLKIT Free and open web-based tool to help researchers write plans: https://dmponline.dcc.ac.uk/ It features: o Templates based on different requirements o Tailored guidance (disciplinary, funder etc.) o Customised exports to a variety of formats o Ability to share DMPs with others
  • 10. TEMPLATES AND GUIDANCE • Edinburgh University Templates and Guidance are still in draft. • Edinburgh University Guidance is provided for those applying to: AHRC, BBSRC, CRUK, ESRC, MRC, NSF, NERC, STFC, & Wellcome Trust. • Edinburgh University Templates are available for Researchers and PGRs not applying to any of the above. • Customised Guidance is given for those working at the Roslin Institute.
  • 11. DATASTORE  Facility to store data actively being used in current research activities  Provision: 1.6PB storage initially  0.5 TB (500GB) per researchers, PGR upwards  Up to 0.25TB of each allocation can be used to create “shared” group storage  Cost of extra storage: £200 per TB per year= 1TB primary storage, 10 days online file history, 60 days backup, DR copy  Infrastructure in place. Allocation of space devolved to IT departments of respective Schools overseen by Heads of IT from each College.  Coming Soon! DataSync - to allow synchronization of research data via web interface onto DataStore data, provide secure drop-box style functionality, uses open source ‘ownCloud’ technology  De-allocation policy detailing responsibilities and storage costs for ‘orphaned data’ - pending approval
  • 12. DATASHARE  Edinburgh DataShare is the University data repository for publishing your research data openly: http://datashare.is.ed.ac.uk  It will help you disseminate your research, get credit for your data collection efforts, and preserve your data for the long-term.  It backs up the University Research Data Management policy.  It can help you comply with funder requirements to preserve and share your data.
  • 13. DATA VAULT  Safe, private, store of data that is only accessible by the data creator or their representative  Secure storage: o File security o Storage security o Additional security: encryption  Long term assurance  Automatic versioning http://datablog.is.ed.ac.uk/2013/12/20/t hinking-about-a-data-vault
  • 14. DATA ASSET REGISTER (DAR)  a catalogue of data assets produced by researchers working for the University of Edinburgh,  will be a key component of the University of Edinburgh Research Data Management (RDM) systems  will give researchers a single place to record the existence of data assets they have produced so that they can be discovered, accessed, and reused as appropriate.  Paper proposing the adoption of PURE as the University’s DAR submitted the RDM Steering Committee for approval (Oct. 2014) http://datablog.is.ed.ac.uk/2013/12/12/thinking-about-research-data-asset-registers
  • 15. INTEROPERATION 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
  • 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. They will be receiving RDM training. • Each School’s Ethics Committee • Bespoke RDM email address or queries can be sent to the Helpline who will direct them as appropriate.
  • 17. COMMUNICATIONS PLANS There are a number of different groups within the university and outside with whom we need to communicate our RDM programme. This will be done through a variety of communication activities. Target Audiences 1. University of Edinburgh staff need to understand the principles of RDM and how it is practiced and supported within the University: • Research active staff • IS and School/college support staff • Other university committees and groups (research policy group, library committee, IT committee, knowledge strategy committee) 2. External collaborators and stakeholders such as funding bodies, Russell Group, national and international RDM community e.g. RDA, DANS, ANDS, COAR, DPC, DCC
  • 18. KEY MESSAGES: Co-ordinated, Consistent, Coherent There are three key messages which will need to be tailored and made timely and relevant to our target audiences. The core of each message must be maintained to ensure that everyone gains the same level of understanding. 1. The University is committed to and has invested in RDM • services, training, support 2. What is meant by Research Data Management? • definitions, data lifecycle, responsibilities 3. The University is supporting researchers • encourage good research practice, effect culture change
  • 19. AWARENESS RAISING • Introductory sessions on RDM services and support for research active and research admin staff in Schools / Institutes / Research Centres • Contact Cuna Ekmekcioglu at cuna.ekmekcioglu@ed.ac.uk for a session for your School/Research Centre • 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+Management+ Wiki http://www.ed.ac.uk/is/data-management
  • 20. 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
  • 21. 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  Research Data Management Programme at the University of Edinburgh  Good practice in Research Data Management  Handling data using SPSS  Handling data with ArcGIS http://edin.ac/1kRMPv3 
  • 22. PROGRESS SO FAR Data Share – Live Now DMPonline – Live Now Website – Live Now • Data Management Planning Support – Aug 2014 • Data Store – Roll-out completed by Dec 2014 • Training – Ongoing • Awareness Raising - Ongoing • Data Asset Register – Dec 2014 • Data Vault – Spring 2015
  • 23. 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)

Editor's Notes

  1. Funders have policies, responsibilities fall to the university as well as the researcher Researchers are mobile Institution and researcher must work together, define the responsibilities Awareness raising within university of practicalties
  2. There are a wide variety of different communication activities that will be required to ensure that all audiences receive the right message, at the right time, and in an appropriate way