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Addressing Research Data
   Management Needs as the
Scientific Data Consulting Group


               5th Annual University of Massachusetts and
             New England Area Librarian eScience Symposium
                                 4/3/13
                            Andrew Sallans,
                    Head of Strategic Data Initiatives,
                      University of Virginia Library




Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group",
  4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
A need, and an opportunity

• May 2010 announcement of upcoming NSF DMP
  requirement
• UVA administrators recognize new requirement
  and insufficient researcher preparedness as a risk
  to future funding
• Library made case to take on support, and
  received support from research and IT leadership
      Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group",
        4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
An evolution of services


Electronic Text
 (Etext) Center          Science and
                                                        Research                      Scientific Data
and Geospatial           Engineering
                                                      Computing Lab                     Consulting                    What comes
and Statistical        Digital Initiative
                                                         (RCL),                      (SciDaC) Group,                    next?
Data (GeoStat)            (SEDI) Lab,
     Center,                                              2006-2010                    2010-Present
                           2003 -2006
 1990s-2006




           Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group",
             4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
Getting SciDaC started: May 2010



  Assessment                                                                       Data Interviews




    Planning                                                                    Data Management
                                                                                  Plan Support



 Implementation                                                                    Data in the
                                                                            Institutional Repository


     Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group",
       4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
Engaging on many fronts

  Front-line         • Advising on data management planning
   Services          • Consulting on data management process improvement and curation
                     • Training on requirements and best practices


  Process            • DMPTool for efficiency in offering DMP services and sharing best practices
                     • Policy revision and recommendations
Improvement
                     • Serving as the bridge for institutional data management services


Infrastructure       • Repository services (Libra, Academic Preservation Trust, Digital
Development            Preservation Network)
                     • Contributing use cases and real requirements to development efforts


Community-           • Involvement in national initiatives to develop parts of our support model
   wide              • Developing collaborations to share and gain expertise

         Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group",
           4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
Data interviews


• Two goals
    1. Gain deeper knowledge of specific research behaviors,
       and
    2. Promote our intention to provide data management
       support
•   Conducted around 30 interviews across many domain
    areas, in partnership with subject liaisons
•   Identified tremendous challenge of balance between
    fully-customized versus commodity/scalable solutions

        Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group",
          4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
Improving assessment through DMVitals
                                                                                                                   Distribute final report
                                      Send initial report to                                                           and begin DM
 Conduct Data                            researcher for                                                            Implementation with
   Interview                            approval/review                                                                  Researcher




                  Produce "Data                                      Code Data      Extract action
                Interview Report"                                    Interview    statements from
                                                                   answers in the    “DM Vitals
                                                                    “DM Vitals” Recommendations
                                                                        tool           Report"

                                                                                                      DMVitals Sustainability Rating
                                                                                                        (Example - not real data)
                                                                   % of Sustainability Guidelines   80%
                                                                                                    60%
                                                                                                    40%
                                                                               Met


                                                                                                    20%
                                                                                                     0%




        Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group",
          4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
Data management plan support


• Initially asked to provide boilerplate text for
  researchers, we resisted this approach
• Began providing services by developing a very
  user-centered template approach,
  incorporating Q&A and guidance
• Heavy focus on collaborative development
  with our team and iterative revision
      Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group",
        4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
Scaling the DMP consulting service


                                                                        Growth of DMPTool Plans by Institution
                                                                160

                                                                140                                                   U of Virginia

                                                                120
                                                                                                                      Average of
                                                                100                                                   partners

                                                                 80                                                   Average of all
                                                                                                                      institutions
                                                                 60                                                   counted
                                                                                                                      Max of all
                                                                 40
                                                                                                                      institutions
                                                                                                                      counted
                                                                 20
                                                                                                                      Min of all
                                                                  0                                                   institutions
                                                                                                                      counted



    Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group",
      4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
Guiding data management support
within our institutional repository

• Improvement of upstream
  data management practices
  to improve quality in
  downstream preservation
• Development of mechanisms
  for preservation of data

     Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group",
       4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
Shifting into “operational” support


• Implementation of grant-driven data
  management plans
• Plans for the sake of doing better research
• Using notebook approach



      Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group",
        4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
Selected additional efforts


• Data Rights and Responsibilities Guidance
   –   http://www.lib.virginia.edu/brown/data/datarights.html
• Data Management Day at UVA
• Graduate Student Data Management Portal
   –   http://pages.shanti.virginia.edu/SciDaC_Grad_Training/
• Graduate Student Data Management Bootcamp (in partnership with
  Virginia Tech Libraries)
• ASERL/SURA Model Language for Research Data Management
  Policies
   –   http://www.aserl.org/wp-content/uploads/2013/01/ASERL-
       SURA_Model_Language_RDM_Policy_Language_FINAL.pdf
• ARL SPEC Kit on Research Data Management Services (in
  collaboration with JHU, data presently being collected)
           Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group",
             4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
Core team composition
Name                Title                         Training              Percent Time                Area of Focus
Andrew              Head of                       MLIS                  Full-time                   Management, planning,
Sallans             Strategic Data                MSMIT                                             IT, budgeting
                    Initiatives
Sherry Lake         Senior Data                   MLIS                  Full-time                   Planning, programming,
                    Consultant                                                                      storage, metadata
Bill Corey          Data                          MLIS                  Full-time                   Policy, ownership,
                    Consultant                                                                      metadata
Andrea              Health                        MLIS                  4 hours per                 Clinical research, IRBs
Denton              Sciences Data                                       week
                    Consultant
Ricky               Data                          PhD       Half-time                               Scientific data, methods,
Patterson           Consultant                    Astronomy                                         funded research
Summer                                            MLIS                  Full-time for               Project based
interns                                                                 10 weeks
             Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group",
               4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
What comes next?




Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group",
  4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
Questions?


                               Contact:
                              Andrew Sallans
                          als9q@virginia.edu
                          Twitter: @asallans



Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group",
  4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.

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Addressing Research Data Management Needs as the Scientific Data Consulting Group

  • 1. Addressing Research Data Management Needs as the Scientific Data Consulting Group 5th Annual University of Massachusetts and New England Area Librarian eScience Symposium 4/3/13 Andrew Sallans, Head of Strategic Data Initiatives, University of Virginia Library Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group", 4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
  • 2. A need, and an opportunity • May 2010 announcement of upcoming NSF DMP requirement • UVA administrators recognize new requirement and insufficient researcher preparedness as a risk to future funding • Library made case to take on support, and received support from research and IT leadership Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group", 4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
  • 3. An evolution of services Electronic Text (Etext) Center Science and Research Scientific Data and Geospatial Engineering Computing Lab Consulting What comes and Statistical Digital Initiative (RCL), (SciDaC) Group, next? Data (GeoStat) (SEDI) Lab, Center, 2006-2010 2010-Present 2003 -2006 1990s-2006 Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group", 4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
  • 4. Getting SciDaC started: May 2010 Assessment Data Interviews Planning Data Management Plan Support Implementation Data in the Institutional Repository Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group", 4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
  • 5. Engaging on many fronts Front-line • Advising on data management planning Services • Consulting on data management process improvement and curation • Training on requirements and best practices Process • DMPTool for efficiency in offering DMP services and sharing best practices • Policy revision and recommendations Improvement • Serving as the bridge for institutional data management services Infrastructure • Repository services (Libra, Academic Preservation Trust, Digital Development Preservation Network) • Contributing use cases and real requirements to development efforts Community- • Involvement in national initiatives to develop parts of our support model wide • Developing collaborations to share and gain expertise Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group", 4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
  • 6. Data interviews • Two goals 1. Gain deeper knowledge of specific research behaviors, and 2. Promote our intention to provide data management support • Conducted around 30 interviews across many domain areas, in partnership with subject liaisons • Identified tremendous challenge of balance between fully-customized versus commodity/scalable solutions Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group", 4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
  • 7. Improving assessment through DMVitals Distribute final report Send initial report to and begin DM Conduct Data researcher for Implementation with Interview approval/review Researcher Produce "Data Code Data Extract action Interview Report" Interview statements from answers in the “DM Vitals “DM Vitals” Recommendations tool Report" DMVitals Sustainability Rating (Example - not real data) % of Sustainability Guidelines 80% 60% 40% Met 20% 0% Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group", 4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
  • 8. Data management plan support • Initially asked to provide boilerplate text for researchers, we resisted this approach • Began providing services by developing a very user-centered template approach, incorporating Q&A and guidance • Heavy focus on collaborative development with our team and iterative revision Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group", 4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
  • 9. Scaling the DMP consulting service Growth of DMPTool Plans by Institution 160 140 U of Virginia 120 Average of 100 partners 80 Average of all institutions 60 counted Max of all 40 institutions counted 20 Min of all 0 institutions counted Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group", 4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
  • 10. Guiding data management support within our institutional repository • Improvement of upstream data management practices to improve quality in downstream preservation • Development of mechanisms for preservation of data Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group", 4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
  • 11. Shifting into “operational” support • Implementation of grant-driven data management plans • Plans for the sake of doing better research • Using notebook approach Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group", 4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
  • 12. Selected additional efforts • Data Rights and Responsibilities Guidance – http://www.lib.virginia.edu/brown/data/datarights.html • Data Management Day at UVA • Graduate Student Data Management Portal – http://pages.shanti.virginia.edu/SciDaC_Grad_Training/ • Graduate Student Data Management Bootcamp (in partnership with Virginia Tech Libraries) • ASERL/SURA Model Language for Research Data Management Policies – http://www.aserl.org/wp-content/uploads/2013/01/ASERL- SURA_Model_Language_RDM_Policy_Language_FINAL.pdf • ARL SPEC Kit on Research Data Management Services (in collaboration with JHU, data presently being collected) Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group", 4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
  • 13. Core team composition Name Title Training Percent Time Area of Focus Andrew Head of MLIS Full-time Management, planning, Sallans Strategic Data MSMIT IT, budgeting Initiatives Sherry Lake Senior Data MLIS Full-time Planning, programming, Consultant storage, metadata Bill Corey Data MLIS Full-time Policy, ownership, Consultant metadata Andrea Health MLIS 4 hours per Clinical research, IRBs Denton Sciences Data week Consultant Ricky Data PhD Half-time Scientific data, methods, Patterson Consultant Astronomy funded research Summer MLIS Full-time for Project based interns 10 weeks Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group", 4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
  • 14. What comes next? Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group", 4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
  • 15. Questions? Contact: Andrew Sallans als9q@virginia.edu Twitter: @asallans Creative Commons License ”Addressing Research Data Management Needs as the Scientific Data Consulting Group", 4/3/13 by Andrew L. Sallans is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.