University of Tennessee Libraries Visit, 4/19/13, Andrew Sallans, Head of Strategic Data Initiatives, University of Virginia Library

1. Aligning
library
services
with
emerging
research
data
needs
University
of
Tennessee
Libraries
Visit
4/19/13
Andrew
Sallans,
Head
of
Strategic
Data
IniBaBves,
University
of
Virginia
Library
CreaBve
Commons
License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
License.

2. A
view
of
the
UVA
research
landscape
• Focus
on
moving
up
rankings
• Part
of
strategy
is
an
increased
focus
on
research
acBviBes
and
grant
funding
• Around
$300M
per
year
in
research
funding,
with
drops
in
recent
years
in
part
due
to
less
available
funding
and
more
compeBBon
– Most
from
NIH,
but
also
lots
from
NSF,
DOD,
DOE
CreaBve
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”Aligning
library
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emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
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3. Many
strategies…
• Commission
on
the
Future
of
the
University
(COFU)
in
2007
– ParBcularly
the
creaBon
of
two
centers
for
computaBonally-­‐intense
research
– hJp://www.virginia.edu/planningdocuments/commission/
• Development
of
cyberinfrastructure
to
support
research
– Internet2
partnerships,
fiber
upgrades,
Hydra,
Academic
PreservaBon
Trust,
Digital
PreservaBon
Network,
etc.
• Many
iniBaBves
starBng
up
by
faculty
to
advance
research
agendas,
enable
recruitment
of
top
faculty,
top
postdocs,
top
students
– QuanBtaBve
CollaboraBve
– Big
Data
– Census
Research
Center
possibility
– Assorted
school
strategic
plans
for
research
CreaBve
Commons
License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
License.

4. Where
does
the
Library
stand?
TradiBonal
services
• Public
services
profile,
resource
focus
on
• CollecBons
support
for
teaching,
• Subject
liaisons
discovery,
and
access
to
• DigiBzaBon
collecBons
content
Successful
“edge”
• Electronic
Text
Center
(eText)
iniBaBves
to
meet
• GeospaBal
StaBsBcal
Data
Center
(GeoStat)
emerging
needs
over
• Scholars
Lab
past
two
decades
not
• Research
CompuBng
Lab
well
integrated
into
core
• Digital
Media
Lab
CreaBve
Commons
License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
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5. What
value
might
the
Library
bring
to
the
new
strategic
agenda?
• What
are
the
high
value
services?
– FaciliBes
are
in
high
demand,
but
largely
as
a
study
space
for
students
– Many
researchers
only
use
online
services/collecBons
– Demand
in
new
areas
• Departments
are
reclaiming
and
repurposing
smaller
domain
libraries
• Even
harder
to
easily
sort
support
funcBons
into
buckets
– Who
supports
analysis?
– Infrastructure?
– Data
management
requirements?
CreaBve
Commons
License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
License.

6. Strategy
map
Enabling research, teaching, and learning through services, collections, tools, and
spaces for the faculty and students of today and tomorrow.
Source:
hJp://strategy.library.virginia.edu/
CreaBve
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License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
License.

7. Top
Library
prioriBes
• Improve
the
Student
Experience
-­‐
create
a
coordinated
focus
on
student
experience
across
the
Library
system
• Digital
Preserva=on
-­‐
build
capacity
for
digital
preservaBon
of
all
formats
• Data
Services
-­‐
establish
a
full
suite
of
services
to
support
scholars'
ability
to
acquire,
create,
use,
manage
and
preserve
data
• New
Collec=on
Models
-­‐
develop
new
resource
distribuBon
models
and
collaboraBve
methods
for
collecBon
access
• Alderman
Renova=on
-­‐
secure
funding
for
major
renovaBon
of
Alderman
Library
• What's
Next
Process
-­‐
experiment
with
new
ways
to
become
a
flexible
and
nimble
organizaBon
that
is
beJer
prepared
for
a
changing
future
CreaBve
Commons
License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
License.

8. Data
management:
a
specific
need
and
opportunity
• May
2010
announcement
of
upcoming
NSF
DMP
requirement
• Administrators
recognize
new
requirement
and
insufficient
researcher
preparedness
as
a
risk
to
future
funding
goals
• Our
team
was
already
headed
in
this
direcBon,
and
had
built
experience
in
this
broader
area
through
previous
efforts
• Library
made
case
to
take
on
support,
and
received
endorsement
and
buy-­‐in
from
research
and
IT
leadership
CreaBve
Commons
License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
License.

9. An
evoluBon
of
services
Electronic
Text
(Etext)
Center
Science
and
Research
ScienBfic
Data
and
GeospaBal
Engineering
CompuBng
Lab
ConsulBng
What
comes
and
StaBsBcal
Digital
IniBaBve
(RCL),
(SciDaC)
Group,
next?
Data
(GeoStat)
(SEDI)
Lab,
Center,
2006-­‐2010
2010-­‐Present
2003
-­‐2006
1990s-­‐2006
CreaBve
Commons
License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
License.

10. Genng
SciDaC
started:
May
2010
Assessment
Data
Interviews
Planning
Data
Management
Plan
Support
ImplementaBon
Data
in
the
InsBtuBonal
Repository
CreaBve
Commons
License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
License.

11. Engaging
on
many
fronts
Front-­‐line
• Advising
on
data
management
planning
• ConsulBng
on
data
management
process
improvement
and
curaBon
Services
• Training
on
requirements
and
best
pracBces
• DMPTool
for
efficiency
in
offering
DMP
services
and
sharing
best
pracBces
Process
• Policy
revision
and
recommendaBons
Improvement
• Serving
as
the
bridge
for
insBtuBonal
data
management
services
Infrastructure
• Repository
services
(Libra,
Academic
PreservaBon
Trust,
Digital
Development
PreservaBon
Network)
• ContribuBng
use
cases
and
real
requirements
to
development
efforts
Community-­‐ • Involvement
in
naBonal
iniBaBves
to
develop
parts
of
our
support
model
wide
• Developing
collaboraBons
to
share
and
gain
experBse
CreaBve
Commons
License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
License.

12. Assessment
/
data
interviews
• Over
past
two
years
we
conducted
about
25
data
interviews
– Focus
on
learning
about
research
data
pracBces
at
UVa
and
idenBfying
service
needs/opportuniBes
– IntenBon
of
leading
into
consulBng
opportuniBes
• Ended
up
with
conundrum
of
how
to
manage
“unique”
condiBons
of
each
research
environment
against
common
characterisBcs
of
data
management
within
domains
and
insBtuBonal
framework
CreaBve
Commons
License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
License.

13. Assessment
workflow
Distribute
final
report
Send
iniBal
report
to
and
begin
DM
Conduct
Data
researcher
for
ImplementaBon
with
Interview
approval/review
Researcher
Produce
"Data
Code
Data
Extract
acBon
Interview
Report"
Interview
statements
from
answers
in
the
“DM
Vitals
“DM
Vitals”
tool
RecommendaBons
Report"
CreaBve
Commons
License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
License.

14. Turning
the
assessment
into
recommendaBons
• Must
be
a
fast
process
• Must
create
acBonable
and
repeatable
recommendaBons
• Must
reduce
subjecBvity
• Must
weigh
all
assessment
factors
• Must
address
present
DM
condiBon
while
showing
path
for
improvement
CreaBve
Commons
License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
License.

15. DMVitals
to
score
the
assessment
• Data
management
best
pracBce
statements
– UVa
sources
(ISPRO,
SciDaC
Guidelines)
– ANDS
long-­‐term
sustainability
scoring
model
• 8
data
management
categories
• Data
interview
quesBons
and
responses
• Incorporated
data
management
maturity
index
of
Crowston
&
Qin
Capability
Maturity
Model
(CMM)
for
ScienBfic
Data
Management
(SDM)
See
full
presentaBon
from
IASSIST
2012:
hJp://www.slideshare.net/ASallans/dmvitals-­‐a-­‐data-­‐
management-­‐assessment-­‐recommendaBons-­‐tool-­‐iassist-­‐2012
CreaBve
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”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
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16. Example
of
similar
sustainability
model
Crowston,
K.
&
J.
Qin.
(2010).
A
capability
maturity
model
for
scien=fic
data
management.
In:
Proceedings
of
the
American
Society
for
Informa=on
Science
and
Technology,
October
24-­‐26,
2010,
PiWsburgh,
PA.
(Poster)
CreaBve
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License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
License.

17. DMVitals
scoring
CreaBve
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License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
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License.

18. DMVitals
report
view
CreaBve
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”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
License.

19. RecommendaBons
package
CreaBve
Commons
License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
License.

20. Planning
/
data
management
plan
support
• IniBally
asked
to
provide
boilerplate
text
for
researchers,
we
resisted
this
approach
• Began
providing
services
by
developing
a
very
user-­‐centered
template
approach,
incorporaBng
Q&A
and
guidance
• Heavy
focus
on
collaboraBve
development
with
our
team
and
iteraBve
revision
CreaBve
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License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
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AJribuBon-­‐ShareAlike
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21. Data
management
plan
support
today
• We’ve
consulted
directly
on
about
50
DMPs
over
the
course
of
the
past
2
years
• IniBal
focus
was
NSF
and
science/engineering,
but
we’ve
now
seen
them
from
most
domains
and
funding
agencies
• We
offer
2
business
day
turn-­‐around
on
review,
iteraBve
feedback
and
advising
CreaBve
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”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
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22. Scaling
the
DMP
consulBng
service
Growth
of
DMPTool
Plans
by
Ins=tu=on
160
U
of
Virginia
140
120
Average
of
100
partners
80
Average
of
all
insBtuBons
60
counted
40
Max
of
all
insBtuBons
counted
20
Min
of
all
0
insBtuBons
counted
CreaBve
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”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
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23. DMP
consulBng
review
• We
worked
with
our
sponsored
research
office
to
review
all
DMPs
submiJed
by
UVA
to
NSF
• We
have
not
yet
completed
our
full
analysis
(and
will
not
be
sharing
the
results
publicly)
but
iniBal
review
shows
a
few
general
trends:
– Very
clear
which
DMPs
we
reviewed
– PreJy
clear
which
DMPs
were
copied
from
those
we
reviewed
– Significant
room
to
improve
amongst
invesBgators
in
understanding
of
what’s
required
and
what
resources
are
available
to
support
compliance
CreaBve
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”Aligning
library
services
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emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
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License.

24. DMP
consulBng
next
steps
• Despite
administraBve
buy-­‐in
and
endorsement,
and
community
appreciaBon
of
our
efforts,
use
is
sBll
lower
than
desired
and
overall
quality
of
DMPs
(per
our
study)
is
sBll
very
sub
par
• Working
to
get
agreement
for
pilot
of
mandated
DMP
review
as
checkpoint
within
one
school’s
grant
review
processes
– Low
cost
and
risk
to
school,
potenBal
high
return
to
grant
rates,
plan
quality,
and
compliance
– High
value
agreement
for
sustaining
our
services
and
ensuring
broader
impact
of
efforts
upon
insBtuBonal
goals
CreaBve
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”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
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CreaBve
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AJribuBon-­‐ShareAlike
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25. ImplementaBon
/
data
in
the
insBtuBonal
repository
• Improvement
of
upstream
data
management
pracBces
to
improve
quality
in
downstream
preservaBon
• Development
of
mechanisms
for
preservaBon
of
data
CreaBve
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”Aligning
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services
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emerging
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data
needs",
4/19/13
by
Andrew
L.
Sallans
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CreaBve
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26. Shising
into
“operaBonal”
support
• ImplementaBon
of
grant-­‐driven
DMPs
(cited
as
highest
value
service
by
one
dean)
• Plans
for
the
sake
of
doing
beJer
research,
efficiency,
cost-­‐
savings,
risk
miBgaBon
• Using
notebook
approach
• SBll
wrangling
with
how
to
keep
things
moving
and
genng
people
to
act
(carrot
vs.
sBck)
CreaBve
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”Aligning
library
services
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emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
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27. Selected
addiBonal
efforts
• Data
Rights
and
ResponsibiliBes
Guidance
– hJp://www.lib.virginia.edu/brown/data/datarights.html
• Data
Management
Day
at
UVA
• Graduate
Student
Data
Management
Portal
– hJp://pages.shanB.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
– hJp://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
collaboraBon
with
JHU,
data
presently
being
collected)
CreaBve
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”Aligning
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emerging
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data
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4/19/13
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Andrew
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Sallans
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28. What
comes
next?
CreaBve
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”Aligning
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emerging
research
data
needs",
4/19/13
by
Andrew
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Sallans
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Unported
License.

29. Emerging
research
data
services
• A
complete
suite
to
match
the
emerging
research
needs
• Five
person
Data
Services
Leadership
Team
for
strategy,
faculty
advisory
group
expected
to
happen
soon
• Data
management
as
a
useful
cornerstone
at
Bmes
• Other
areas:
– GIS
(currently
have
two
FTEs)
– StaBsBcal
consulBng
(just
hired
new
FTE,
searching
for
second
now)
– Data
acquisiBon
(just
hired
new
FTE)
– Metadata
consulBng
(just
restructured,
shising
now)
– Data
archiving?
Data
mining?
Data
wrangling?
Data
modeling?
CreaBve
Commons
License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
License.

30. Staffing
these
emerging
services
• Retraining
• Reframing
of
posiBons
• Offering
job
share
opportuniBes
for
people
to
develop
skills
and
experience
in
new
areas
• Fresh
hires,
including
non-­‐tradiBonal
(ie.
Domain
PhDs)
CreaBve
Commons
License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
License.

31. Core
team
composiBon
Name
Title
Training
Percent
Time
Area
of
Focus
Andrew
Head
of
MLIS
Full-­‐Bme
Management,
planning,
Sallans
Strategic
Data
MSMIT
IT,
budgeBng
IniBaBves
Sherry
Lake
Senior
Data
MLIS
Full-­‐Bme
Planning,
programming,
Consultant
storage,
metadata
Bill
Corey
Data
MLIS
Full-­‐Bme
Policy,
ownership,
Consultant
metadata
Andrea
Health
MLIS
4
hours
per
Clinical
research,
IRBs
Denton
Sciences
Data
week
Consultant
Ricky
Data
PhD
Half-­‐Bme
ScienBfic
data,
methods,
PaJerson
Consultant
Astronomy
funded
research
Summer
MLIS
Full-­‐Bme
for
Project
based
interns
10
weeks
CreaBve
Commons
License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
License.

32. Ongoing
struggles…
• How
do
we
involve
the
broader
Library
staff?
• In
overall
Library
services,
what
can
we
stop
as
we
shis
into
these
new
areas
of
focus?
• Beyond
our
culture,
how
do
we
persuade
our
users
to
see
the
Library
differently?
• CommunicaBon
about
exisBng
efforts
and
management
of
expectaBons
CreaBve
Commons
License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
License.

33. Closing
points
• Change
in
perspec=ve:
This
can
be
a
great
role
for
the
Library,
but
it
requires
change
and
openness
to
doing
things
differently
and
acquiring
different
skills
• Deeper
involvement
in
research:
SupporBng
researchers
as
they
“acquire,
create,
use,
manage,
and
preserve”
data
demands
deeper
involvement
in
the
research
process
• Collabora=on
and
partnerships:
success
in
this
area
depends
upon
the
ability
to
effecBvely
coordinate
services
with
other
parts
of
the
research
process
CreaBve
Commons
License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
License.

34. QuesBons?
Contact:
Andrew
Sallans
als9q@virginia.edu
TwiJer:
@asallans
CreaBve
Commons
License
”Aligning
library
services
with
emerging
research
data
needs",
4/19/13
by
Andrew
L.
Sallans
is
licensed
under
a
CreaBve
Commons
AJribuBon-­‐ShareAlike
3.0
Unported
License.