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Research Data Management
in São Paulo
Fabio Kon - FAPESP
LEARN Workshop
United Nations
CEPAL – Chile
27/10/2016
1
State of São Paulo,
Brasil
2
41 Million people
34% of Brazil’s GDP
50% of Brazilian science
13% of State budget to HE
and R&D
1.64% GDP for R&D
3 State Universities
3 Federal Universities
52 State Tech Faculties
45% of the PhDs graduated in
Brazil (4,937 in 2010)
22 Research Institutes (19
state/3 federal)
1 Research Foundation
62% of R&D public support
comes from State sources
The State of São Paulo funding policy
• Funding for the state universities is a fixed
percentage (9.57%) of state fiscal revenues
• Funding for FAPESP is 1% of total state fiscal
revenues
• Effects
– 25% of the country’s scientists create 48% of the
scientific articles and supervise 40% of the doctoral
theses concluded each year
– Significant university-industry research interaction in a
few areas
20150428 3 s+t-brazil-20150428.pptx
FAPESP - Overview
• Mission – support research in all fields
• Annual budget in 2015 ~~R$ 1.189 billion
(approximately $PPP 629 million)
40% - fundamental research;
7.4% - research infrastructure;
52% - application-oriented research
Stability and Autonomy
• All proposals are peer reviewed (26,000 annually)
Average time for decision ~ 65 days
11/11/2016 4 Best-Practices © cmbm
Some of FAPESP’s main programs
• 9,000 ongoing Fellowships (SI, MSc, Dr, PostDoc)
• Research grants (ongoing)
– 17 Centers for Research, Innovation and Diffusion (CEPID) - 11 years funding
– 276 Young Investigator Awards – 4 years funding
– 389 Thematic Research Projects – 5 years funding
– 2625 Regular Research Grants – 2 years funding
• Special Programs
Biota, Bioen, Climate Change, eScience, Cinapce, ZIKA
• Application oriented research
– Joint University – Industry (PITE)
– Small business research (PIPE)
11/11/2016 5 Best-Practices © cmbm
Scielo – Open Access Scientific Electronic
Library Online (supported by FAPESP)
6
© C.H. Brito Cruz e Fapesp 7
11/11/201
6
8
9
Challenge
• Several large scale projects
• Generating a lot of data
• Data sharing performed in ad hoc ways
• Data provenance not properly recorded
• Long-term availability not guaranteed
• Many times data not publicly available
10
Data Management Plan
• Required for eScience projects since 2015
• Currently designing policy to be required for
all large projects within a couple of years and,
later, for all projects.
11
eScience call for proposals include:
• Data management plan: A major characteristic of
eScience projects is its dependency on data
management practices, and the need of making
results public, to allow reuse and collaboration
with other groups. Therefore, all projects should
provide indication of how they intend to manage
the data produced during the project (where the
term “data” is taken on the large, and includes
files, algorithms, software, samples, models,
curriculum material and others).
12
eScience – open source
• Proposals must explicit which efforts will be made for
the results of selected projects to be largely available.
• The results should be accessible under an open source
license approved by the OSI (www.opensource.org), in
the case of software, or under a Creative Commons
license (www.creativecommons.org), in the case of
documentation, technical reports, and associated
documents.
• These considerations also apply to databases, datasets,
workflows, etc. generated by the project.
13
Ongoing work: new DMP
• DMP answers 2 questions:
– Which data will be produced?
– How will they be managed?
• Addressing, in 2 pages:
– Description of data and metadata
– Sharing policy
– Mechanisms, formats, and standards for storage
– Legal and ethical restrictions
– Provenance and reproducibility
14
Administrative/cultural issues
• Who will manage and curate repositories?
– University?
– Recognized centers?
• How to train researchers in
– Designing plan
– Maintaining and preserving data
How to breach cultural barriers against
open science?
15
Questions / Discussion
Prof. Fabio Kon
kon@ime.usp.br
Special Advisor to the Scientific Director
FAPESP – São Paulo Research Agency
16

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Research Data Management in São Paulo by Fabio Kon FAPESP

  • 1. Research Data Management in São Paulo Fabio Kon - FAPESP LEARN Workshop United Nations CEPAL – Chile 27/10/2016 1
  • 2. State of São Paulo, Brasil 2 41 Million people 34% of Brazil’s GDP 50% of Brazilian science 13% of State budget to HE and R&D 1.64% GDP for R&D 3 State Universities 3 Federal Universities 52 State Tech Faculties 45% of the PhDs graduated in Brazil (4,937 in 2010) 22 Research Institutes (19 state/3 federal) 1 Research Foundation 62% of R&D public support comes from State sources
  • 3. The State of São Paulo funding policy • Funding for the state universities is a fixed percentage (9.57%) of state fiscal revenues • Funding for FAPESP is 1% of total state fiscal revenues • Effects – 25% of the country’s scientists create 48% of the scientific articles and supervise 40% of the doctoral theses concluded each year – Significant university-industry research interaction in a few areas 20150428 3 s+t-brazil-20150428.pptx
  • 4. FAPESP - Overview • Mission – support research in all fields • Annual budget in 2015 ~~R$ 1.189 billion (approximately $PPP 629 million) 40% - fundamental research; 7.4% - research infrastructure; 52% - application-oriented research Stability and Autonomy • All proposals are peer reviewed (26,000 annually) Average time for decision ~ 65 days 11/11/2016 4 Best-Practices © cmbm
  • 5. Some of FAPESP’s main programs • 9,000 ongoing Fellowships (SI, MSc, Dr, PostDoc) • Research grants (ongoing) – 17 Centers for Research, Innovation and Diffusion (CEPID) - 11 years funding – 276 Young Investigator Awards – 4 years funding – 389 Thematic Research Projects – 5 years funding – 2625 Regular Research Grants – 2 years funding • Special Programs Biota, Bioen, Climate Change, eScience, Cinapce, ZIKA • Application oriented research – Joint University – Industry (PITE) – Small business research (PIPE) 11/11/2016 5 Best-Practices © cmbm
  • 6. Scielo – Open Access Scientific Electronic Library Online (supported by FAPESP) 6
  • 7. © C.H. Brito Cruz e Fapesp 7 11/11/201 6
  • 8. 8
  • 9. 9
  • 10. Challenge • Several large scale projects • Generating a lot of data • Data sharing performed in ad hoc ways • Data provenance not properly recorded • Long-term availability not guaranteed • Many times data not publicly available 10
  • 11. Data Management Plan • Required for eScience projects since 2015 • Currently designing policy to be required for all large projects within a couple of years and, later, for all projects. 11
  • 12. eScience call for proposals include: • Data management plan: A major characteristic of eScience projects is its dependency on data management practices, and the need of making results public, to allow reuse and collaboration with other groups. Therefore, all projects should provide indication of how they intend to manage the data produced during the project (where the term “data” is taken on the large, and includes files, algorithms, software, samples, models, curriculum material and others). 12
  • 13. eScience – open source • Proposals must explicit which efforts will be made for the results of selected projects to be largely available. • The results should be accessible under an open source license approved by the OSI (www.opensource.org), in the case of software, or under a Creative Commons license (www.creativecommons.org), in the case of documentation, technical reports, and associated documents. • These considerations also apply to databases, datasets, workflows, etc. generated by the project. 13
  • 14. Ongoing work: new DMP • DMP answers 2 questions: – Which data will be produced? – How will they be managed? • Addressing, in 2 pages: – Description of data and metadata – Sharing policy – Mechanisms, formats, and standards for storage – Legal and ethical restrictions – Provenance and reproducibility 14
  • 15. Administrative/cultural issues • Who will manage and curate repositories? – University? – Recognized centers? • How to train researchers in – Designing plan – Maintaining and preserving data How to breach cultural barriers against open science? 15
  • 16. Questions / Discussion Prof. Fabio Kon kon@ime.usp.br Special Advisor to the Scientific Director FAPESP – São Paulo Research Agency 16