Facilitate Open Science Training for European Research The role of Open Access and Open Data, and their practical implementation in research institutions Iryna Kuchma EIFL Kiev, Ukraine FOSTER event, Riga, 20 October 2015 Martin Donnelly Digital Curation Centre University of Edinburgh, Scotland Agenda Time Topic Who 13:00-13:10 Introductions / workshop overview All 13:10-13:40 Open Access to publications: a detailed look at policies Iryna 13:40-14:10 Exercise: drafting an Open Access policy Iryna 14:10-14:30 Group discussion All 14:30-15:00 Research data management: a bit more detail Martin 15:00-15:20 Coffee break - 15:20-15:50 Exercise: developing a data management plan Martin 15:50-16:10 Group discussion All 16:10 Ends Facilitate Open Science Training for European Research Open Access to publications: a detailed look at policies FOSTER event, Riga, 20 October 2015 Iryna Kuchma EIFL Kiev, Ukraine Facilitate Open Science Training for European Research Exercise: drafting an Open Access policy FOSTER event, Riga, 20 October 2015 Iryna Kuchma EIFL Kiev, Ukraine Facilitate Open Science Training for European Research Research Data Management: a bit more detail… FOSTER event, Riga, 20 October 2015 Martin Donnelly Digital Curation Centre University of Edinburgh, Scotland What is Research Data Management? The active management of data throughout the lifecycle Create Document Use Store Share Preserve • Data Management Planning • Creating data • Documenting data • Accessing / using data • Storage and backup • Selecting what to keep • Sharing data • Data licensing and citation • Preserving data • … CC-BY-NC-SA Why is RDM an issue? • Digital technology now used very widely in research, and is enabling new research and scientific paradigms • Research funders and publishers know that digital research data can be expensive to produce but inexpensive to share, making reuse more feasible and desirable • The challenge is to ensure digital research findings can be reproduced,cited, validated… Reasons to manage and share data Direct benefits for you • To make your research easier! • Stop yourself drowning in irrelevant stuff • Make sure you can understand and reuse your data again later • Advance your career – data is growing in significance Research integrity • To avoid accusations of fraud or bad science • Evidence findings and enable validation of research methods • Meet codes of practice on research conduct • Many research funders worldwide now require Data Management and Sharing Plans Potential to share data • So others can reuse and build on your data • To gain credit – several studies have shown higher citation rates when data are shared • For greater visibility, impact and new research collaborations • Promote innovation and allow research in your field to advance faster Which data need to be kept? Five steps to follow Could this data be re-used? Must it be kept as evidence or for legal reasons? Should it be kept for its potential value? Consider costs – do benefits outweigh cost? Evaluate criteria to decide what to keep 5 steps to decide what data to keep www.dcc.ac.uk/resources/how-guides/five-steps-decide-what-data-keep Data Management Plans It’s useful to consider how you will manage and share your data in practice. Many research funders and institutions now ask for these details in a DMP… • What types of data will the project generate/collect? • What standards will be used? • How will this data be shared/made available? • If not, why? e.g. ethics & IP issues, embargoes, confidentiality • How will this data be curated and preserved? www.dcc.ac.uk/resources/data-management-plans/checklist Lots of funders require a DMP Their focus is often on data sharing • Which data will be shared? • When will it be shared? • With whom? • How will the data be shared? • Will any restrictions or conditions govern use? • …. Guidance on writing a DMP • Explains what is asked for • Gives example answers • Suggests best practices • Provides links to standards, tools and support www.lshtm.ac.uk/research/re searchdataman/plan/wellcom etrust_dmp.pdf What data will be generated? Why is this important? A good description of the data to be collected will help reviewers understand the characteristics of the data, their relationship to existing data, and any disclosure risks that may apply. When will you share the data? Why is this important? Research funders look for timely data sharing with minimal or no restrictions where possible. Embargo periods / delays to sharing should be justified and in line with standard practice for the field. How can others access the data? Why is this important? If the data aren’t discoverable, accessible and intelligible, they won’t be reused. Data should be shared in a meaningful way. Are any limits to sharing required? Why is this important? As funders expect data to be shared, any restrictions need to be valid. Protection of human subjects is a fundamental tenet of research and an important ethical obligation for everyone. State the long-term preservation plan Why is this important? Digital data need to be actively managed over time to ensure that they will always be available and usable. Depositing data resources with a trusted digital archive can ensure that they are curated and handled according to good practices in digital preservation. Some sample plans • Technical appendix submitted to AHRC by Bristol Uni http://data.bris.ac.uk/files/2013/02/data.bris-AHRC-Technical- Plan-v21.pdf • Rural Economy & Land Use (RELU) programme examples http://relu.data-archive.ac.uk/data- sharing/planning/examples • UCSD example DMPs (20+ scientific plans for NSF) http://rci.ucsd.edu/dmp/examples.html • My DMP – a satire (what not to write!) http://ivory.idyll.org/blog/data-management.html • Further examples: www.dcc.ac.uk/resources/data-management-plans/guidance- examples Facilitate Open Science Training for European Research Exercise: Developing a Data Management Plan FOSTER event, Riga, 20 October 2015 Martin Donnelly Digital Curation Centre University of Edinburgh, Scotland DMP roles and responsibilities • I mentioned earlier that RDM is a hybrid activity, involving multiple stakeholder types. • So who’s involved? • The principal investigator (usually ultimately responsible) • What about the research assistants? (they may be more involved in day‐ to‐day data management) • And the institution’s funding office? • And the Library/IT/Research Funding office? • What about partners based in other institutions? • And commercial partners? • Etc… Researcher Research  Support Office Data Library / Repository Computing  Support Faculty Ethics Committee Etc... DATA MANAGEMENT …PLAN? UNRULY DATA Interactive exercise: data management planning • Select one of the DMP Checklist  headings (left), and brainstorm  all the stakeholders you think  might be involved (and  how/why) – be specific! • Remember to think of different  stages of research: pre‐award,  in‐project, post‐project • We’ll have a short  reporting/discussion session at  the end • http://www.dcc.ac.uk/resource s/data‐management‐ plans/checklist §1. Administrative Data [basic details about the project] §2. Data Collection  What data will you collect or create?  How will the data be collected or created? §3. Documentation and Metadata  What documentation and metadata will accompany the data? §4. Ethics and Legal Compliance  How will you manage any ethical issues?  How will you manage copyright and Intellectual Property Rights (IPR) issues? §5. Storage and Backup  How will the data be stored and backed up during the research?  How will you manage access and security? §6. Selection and Preservation  Which data should be retained, shared, and/or preserved?  What is the long-term preservation plan for the dataset? §7. Data Sharing  How will you share the data?  Are any restrictions on data sharing required? §8. Responsibilities and Resources  Who will be responsible for data management?  What resources will you require to deliver your plan? §2. Data Collection  What data will you collect or create?  How will the data be collected or created? §3. Documentation and Metadata  What documentation and metadata will accompany the data? §4. Ethics and Legal Compliance  How will you manage any ethical issues?  How will you manage copyright and Intellectual Property Rights (IPR) issues? §5. Storage and Backup  How will the data be stored and backed up during the research?  How will you manage access and security? §6. Selection and Preservation  Which data should be retained, shared, and/or preserved?  What is the long-term preservation plan for the dataset? §7. Data Sharing  How will you share the data?  Are any restrictions on data sharing required? §8. Responsibilities and Resources  Who will be responsible for data management?  What resources will you require to deliver your plan? Data management planning exercise: outcomes • It’s not necessary – or even desirable – for every  researcher (or librarian, or research administrator…) to  become an expert in every aspect of data management • Universities have an increasing obligation to provide  infrastructure and support • Specific expertise may be available from the research  office, library, IT, departmental support staff, legal  services, etc… DCC support for Data Management Planning • Checklist on what to include • How-to guide on developing a plan • Guidance on assessing plans (forthcoming) • Webinars and training materials • DMPonline tool • Example DMPs: www.dcc.ac.uk/resources/data- management-plans DMPonline • Helps researchers write DMPs • Provides funder questions and guidance • Provides help from universities • Examples and suggested answers • Free to use • Mature (v1 launched April 2010) • Code is Open Source (on GitHub) https://dmponline.dcc.ac.uk DMPonline: overview Main features • Templates for different requirements (funder or institution) • Tailored guidance (funder, institutional, discipline-specific etc) • Ability to provide examples and suggested answers • Supports multiple phases (e.g. pre- / during / post-project) • Granular read / write / share permissions • Comment feature for collaboration • Customised exports to a variety of formats • Single-sign-on facility (for UK unis) How the tool works Click to write a generic DMP Or choose your funder to get their specific template Pick your uni to add local guidance and to get the uni template if there isn’t a funder one Choose any additional optional guidance Thank you: any questions? • For more information about the FOSTER project: • Website: www.fosteropenscience.eu • Principal investigator: Eloy Rodrigues (eloy@sdum.uminho.pt) • General enquiries: Gwen Franck (gwen.franck@eifl.net) • Twitter: @fosterscience • My contact details: • Email: martin.donnelly@ed.ac.uk • Twitter: @mkdDCC • Slideshare: http://www.slideshare.net/martindo nnelly This work is licensed under the Creative Commons Attribution 2.5 UK: Scotland License.