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Getting to grips with
Research Data Management
9th
May 2016
Wendy Mears,
Research Support Librarian
Library-research-support@open.ac.uk
Overview of the workshop
• What is Research Data Management?
• Sharing data
• Working with data
• Planning for data
• Useful resources
• Questions?
What is Research Data Management?
“Research data management concerns the
organisation of data, from its entry to the research
cycle through to the dissemination and archiving of
valuable results. It aims to ensure reliable
verification of results, and permits new and
innovative research built on existing information."
Digital Curation Centre (2011)
Making the Case for Research Data Management
http://www.dcc.ac.uk/sites/default/files/documents/publications/Making%20the%20case.pdf
What is Research Data Management?
Discussion
• Describe your research
• What type of data do you create/use?
• What data management challenges do you face?
What is Research Data Management?
UK Data Archive Data Lifecycle model
http://www.data-archive.ac.uk/create-manage/life-cycle
Design research
Plan data
management
Plan consent for
sharing
Locate existing data
Collect data
Capture and create
metadata
Creating data
What is Research Data Management?
UK Data Archive Data Lifecycle model
http://www.data-archive.ac.uk/create-manage/life-cycle
Enter data, digitise,
transcribe, translate
Check, validate,
clean data
Anonymise data
Describe data
Manage and store
data
Processing data
What is Research Data Management?
UK Data Archive Data Lifecycle model
http://www.data-archive.ac.uk/create-manage/life-cycle
Interpret data
Derive data
Produce research
outputs
Author publications
Prepare data for
publications
Analysing data
What is Research Data Management?
UK Data Archive Data Lifecycle model
http://www.data-archive.ac.uk/create-manage/life-cycle
Migrate data to best
format
Migrate data to
suitable medium
Back-up and store
data
Create metadata
and documentation
Archive data
Preserving data
What is Research Data Management?
UK Data Archive Data Lifecycle model
http://www.data-archive.ac.uk/create-manage/life-cycle
Distribute data
Share data
Control access
Establish copyright
Assign licences
Promote data
Giving access to data
What is Research Data Management?
UK Data Archive Data Lifecycle model
http://www.data-archive.ac.uk/create-manage/life-cycle
Follow-up research
New research
Undertake research
reviews
Scrutinise findings
Teach and learn
Re-using data
What is Research Data Management?
Why spend time and effort on this?
• So you can work efficiently and
effectively
–Save time and reduce frustration
–Highlight patterns or connections
that might otherwise be missed
• Because your data is precious
• To enable data re-use and sharing
• To meet funders’ and institutional
requirements
What is Research Data Management?
What does the OU expect?
“Research data must be managed to the highest
standards throughout their life-cycle in order to
support excellence in research practice.
In keeping with OU principles of open-ness, it is
expected that research data will be open and
accessible to other researchers, as soon as
appropriate and verifiable, subject to the
application of appropriate safeguards relating to
the sensitivity of the data and legal
requirements.”
OU Principles of Research Data Management, April 2013
http://intranet.open.ac.uk/research-school/strategy-info-governance/docs/CoPamendedJuly
What is Research Data Management?
What do funders expect?
“Publicly funded research data are a public good,
produced in the public interest, which should be
made openly available with as few restrictions as
possible in a timely and responsible manner that
does not harm intellectual property.”
RCUK Common Principles on Research Data Policy, 2011
http://www.rcuk.ac.uk/research/datapolicy/
What is Research Data Management?
What do funders expect?
http://www.dcc.ac.uk/resources/policy-and-legal/overview-funders-data-policies
Sharing data
Benefits of sharing data
Sharing data
Benefits of sharing data (2)
Sharing data
Benefits of sharing data (3)
Sharing data
What do you need to share? Discussion
• Raw data
• Derived data
• Data underpinning
publications
• Code
• Methods
What are research data in your context?
What would others need to understand your research?
Sharing data
Barriers to sharing data: discussion
Discuss barriers to sharing
your research data
These could be:
•Ethical
•Legal
•Professional
Can these barriers be
overcome?
Sharing data
How can I share my data?
OU Data Catalogue in ORO
Data access statements
Online data sharing services
•Figshare
•Zenodo
•CKAN DataHub
•Mendeley Data
Directories
•re3data
Funders’ repository services
•UK Data Service ReShare
•NERC data centres
Working with data
“Start as you mean to go on”
The end point of all projects should
involve making the data publicly
available. Many data will be
deposited in national archives which
have regulations for files and
metadata.
Thinking about the requirements at
the beginning of the project will limit
the transformations needed at the
end of the project.
Data Sharing
• Shared areas or SharePoint
• Zendto
• Be wary of Dropbox & similar
• OU collaboration tool in pipeline
• Office 365 has OneDrive
IT support for researchers:
http://intranet6.open.ac.uk/library/main/supporting-ou-research/re
Working with data
External collaborators: IT Options
Working with data
Filing systems
Filing is more than saving files, it’s making
sure you can find them later in your project
•Naming
•Directory Structure
•File Types
•Versioning
All these help to keep your data safe and
accessible.
Decide on a file naming convention at the start of your project. Useful file
names are:
•consistent.
•meaningful to you and your colleagues.
•allow you to find the file easily.
Agree on the following elements of a file name:
•Vocabulary
•Punctuation
•Dates (YYYY-MM-DD)
•Order
•Numbers
•Version information
Ideally you should be able to tell what’s in a file before opening it.
Tip: create a readme file detailing the naming scheme.
Working with data
Naming conventions
Working with data
File formats
• Unencrypted
• Uncompressed
• Non-proprietary/patent-encumbered
• Open, documented standard
• Standard representation (ASCII, Unicode)
Type Recommended Avoid for data sharing
Tabular data CSV, TSV, SPSS portable Excel
Text Plain text, HTML, RTF
PDF/A only if layout matters
Word
Media Container: MP4, Ogg
Codec: Theora, Dirac, FLAC
Quicktime
H264
Images TIFF, JPEG2000, PNG GIF, JPG
Structured data XML, RDF RDBMS
Further examples: http://www.data-archive.ac.uk/create-manage/format/formats-table
Working with data
Metadata & documentation
• Metadata is additional information that is required to
make sense of your files – it’s data about data.
Guidance on disciplinary metadata standards: http://www.dcc.ac.uk/resources/metadata-
standards
Working with data
Metadata & documentation (2)
Think FAIR!
Findable
Accessible
Interoperable
Re-usable
Data FAIRport initiative: http://datafairport.org/
Working with data
Sensitive data
When working with research participants....
•Ensure you have obtained valid consent
•Consider who needs access to the data
•Inform your participants what will happen with the data after
the project has finished
•Pre-planning and agreeing with participants during the
consent process, on what may and may not be recorded or
transcribed, can be more effective than anonymisation
•Consider controlling access if anonymisation or consent for
sharing are impossible
Working with data
Sensitive data (2)
Managing sensitive data
•If possible, collect the necessary data without using
personally identifying information
•De-identify your data upon collection or as soon as
possible thereafter
•Avoid transmitting unencrypted personal data
electronically
•Consider whether you need to keep original collection
instruments (recordings, surveys etc.) once they have
been transcribed and quality assured
Planning for data
• Make informed decisions to anticipate
and avoid problems
• Avoid duplication, data loss and
security breaches
• Develop procedures early on for
consistency
• Ensure data are accurate, complete,
reliable and secure
• Save time and effort – make your life
easier!
Data Management Plans are useful
whenever you are creating data to:
Planning for data
Which funders require a DMP?
www.dcc.ac.uk/resources/policy-and-legal/ overview-funders-data-policies
Note: Data Management Plans are a requirement of
Horizon 2020 projects included in the Research Data pilot
Planning for data
Activity
Think about your own
research.
What actions would you
need to perform on your
data at each stage of the
UKDA’s Lifecycle model?
How would you do this?
Would you need any
additional funding/staff?
Planning for data
DMPOnline
https://dmponline.dcc.ac.uk
A web-based tool to help you
write DMPs according to
different requirements. DCC,
funder and OU guidance.
Planning for data
Tips
• Keep it simple, short and specific
• Seek advice - consult and
collaborate
• Base plans on available skills and
support
• Make sure implementation is
feasible
• Justify any resources or
restrictions needed
Library Services
How we can help
• Data Management Plan checking
• Support with setting up new projects
• Advice on preparation of data for sharing
• Data catalogue on ORO
• Online guidance
• Enquiries
• Development of new tools to enable data management
and sharing
Email: library-research-
support@open.ac.uk
Useful links
• The OU Research Data Management intranet site:
http://intranet6.open.ac.uk/library/main/supporting-ou-research/research-
data-management
• Digital Curation Centre: http://www.dcc.ac.uk/
• DMP Online: https://dmponline.dcc.ac.uk/
• UK Data Archive: http://www.data-archive.ac.uk/
• MANTRA: http://datalib.edina.ac.uk/mantra/
• The Orb: http://open.ac.uk/blogs/the_orb
Questions?
Image credits
Unless otherwise stated, all images are by
Jørgen Stamp at http://www.digitalbevaring.dk

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Getting to grips with research data management

  • 1. Getting to grips with Research Data Management 9th May 2016 Wendy Mears, Research Support Librarian Library-research-support@open.ac.uk
  • 2. Overview of the workshop • What is Research Data Management? • Sharing data • Working with data • Planning for data • Useful resources • Questions?
  • 3. What is Research Data Management? “Research data management concerns the organisation of data, from its entry to the research cycle through to the dissemination and archiving of valuable results. It aims to ensure reliable verification of results, and permits new and innovative research built on existing information." Digital Curation Centre (2011) Making the Case for Research Data Management http://www.dcc.ac.uk/sites/default/files/documents/publications/Making%20the%20case.pdf
  • 4. What is Research Data Management? Discussion • Describe your research • What type of data do you create/use? • What data management challenges do you face?
  • 5. What is Research Data Management? UK Data Archive Data Lifecycle model http://www.data-archive.ac.uk/create-manage/life-cycle Design research Plan data management Plan consent for sharing Locate existing data Collect data Capture and create metadata Creating data
  • 6. What is Research Data Management? UK Data Archive Data Lifecycle model http://www.data-archive.ac.uk/create-manage/life-cycle Enter data, digitise, transcribe, translate Check, validate, clean data Anonymise data Describe data Manage and store data Processing data
  • 7. What is Research Data Management? UK Data Archive Data Lifecycle model http://www.data-archive.ac.uk/create-manage/life-cycle Interpret data Derive data Produce research outputs Author publications Prepare data for publications Analysing data
  • 8. What is Research Data Management? UK Data Archive Data Lifecycle model http://www.data-archive.ac.uk/create-manage/life-cycle Migrate data to best format Migrate data to suitable medium Back-up and store data Create metadata and documentation Archive data Preserving data
  • 9. What is Research Data Management? UK Data Archive Data Lifecycle model http://www.data-archive.ac.uk/create-manage/life-cycle Distribute data Share data Control access Establish copyright Assign licences Promote data Giving access to data
  • 10. What is Research Data Management? UK Data Archive Data Lifecycle model http://www.data-archive.ac.uk/create-manage/life-cycle Follow-up research New research Undertake research reviews Scrutinise findings Teach and learn Re-using data
  • 11. What is Research Data Management? Why spend time and effort on this? • So you can work efficiently and effectively –Save time and reduce frustration –Highlight patterns or connections that might otherwise be missed • Because your data is precious • To enable data re-use and sharing • To meet funders’ and institutional requirements
  • 12. What is Research Data Management? What does the OU expect? “Research data must be managed to the highest standards throughout their life-cycle in order to support excellence in research practice. In keeping with OU principles of open-ness, it is expected that research data will be open and accessible to other researchers, as soon as appropriate and verifiable, subject to the application of appropriate safeguards relating to the sensitivity of the data and legal requirements.” OU Principles of Research Data Management, April 2013 http://intranet.open.ac.uk/research-school/strategy-info-governance/docs/CoPamendedJuly
  • 13. What is Research Data Management? What do funders expect? “Publicly funded research data are a public good, produced in the public interest, which should be made openly available with as few restrictions as possible in a timely and responsible manner that does not harm intellectual property.” RCUK Common Principles on Research Data Policy, 2011 http://www.rcuk.ac.uk/research/datapolicy/
  • 14. What is Research Data Management? What do funders expect? http://www.dcc.ac.uk/resources/policy-and-legal/overview-funders-data-policies
  • 15. Sharing data Benefits of sharing data
  • 16. Sharing data Benefits of sharing data (2)
  • 17. Sharing data Benefits of sharing data (3)
  • 18. Sharing data What do you need to share? Discussion • Raw data • Derived data • Data underpinning publications • Code • Methods What are research data in your context? What would others need to understand your research?
  • 19. Sharing data Barriers to sharing data: discussion Discuss barriers to sharing your research data These could be: •Ethical •Legal •Professional Can these barriers be overcome?
  • 20. Sharing data How can I share my data? OU Data Catalogue in ORO Data access statements Online data sharing services •Figshare •Zenodo •CKAN DataHub •Mendeley Data Directories •re3data Funders’ repository services •UK Data Service ReShare •NERC data centres
  • 21. Working with data “Start as you mean to go on” The end point of all projects should involve making the data publicly available. Many data will be deposited in national archives which have regulations for files and metadata. Thinking about the requirements at the beginning of the project will limit the transformations needed at the end of the project. Data Sharing
  • 22. • Shared areas or SharePoint • Zendto • Be wary of Dropbox & similar • OU collaboration tool in pipeline • Office 365 has OneDrive IT support for researchers: http://intranet6.open.ac.uk/library/main/supporting-ou-research/re Working with data External collaborators: IT Options
  • 23. Working with data Filing systems Filing is more than saving files, it’s making sure you can find them later in your project •Naming •Directory Structure •File Types •Versioning All these help to keep your data safe and accessible.
  • 24. Decide on a file naming convention at the start of your project. Useful file names are: •consistent. •meaningful to you and your colleagues. •allow you to find the file easily. Agree on the following elements of a file name: •Vocabulary •Punctuation •Dates (YYYY-MM-DD) •Order •Numbers •Version information Ideally you should be able to tell what’s in a file before opening it. Tip: create a readme file detailing the naming scheme. Working with data Naming conventions
  • 25. Working with data File formats • Unencrypted • Uncompressed • Non-proprietary/patent-encumbered • Open, documented standard • Standard representation (ASCII, Unicode) Type Recommended Avoid for data sharing Tabular data CSV, TSV, SPSS portable Excel Text Plain text, HTML, RTF PDF/A only if layout matters Word Media Container: MP4, Ogg Codec: Theora, Dirac, FLAC Quicktime H264 Images TIFF, JPEG2000, PNG GIF, JPG Structured data XML, RDF RDBMS Further examples: http://www.data-archive.ac.uk/create-manage/format/formats-table
  • 26. Working with data Metadata & documentation • Metadata is additional information that is required to make sense of your files – it’s data about data. Guidance on disciplinary metadata standards: http://www.dcc.ac.uk/resources/metadata- standards
  • 27. Working with data Metadata & documentation (2) Think FAIR! Findable Accessible Interoperable Re-usable Data FAIRport initiative: http://datafairport.org/
  • 28. Working with data Sensitive data When working with research participants.... •Ensure you have obtained valid consent •Consider who needs access to the data •Inform your participants what will happen with the data after the project has finished •Pre-planning and agreeing with participants during the consent process, on what may and may not be recorded or transcribed, can be more effective than anonymisation •Consider controlling access if anonymisation or consent for sharing are impossible
  • 29. Working with data Sensitive data (2) Managing sensitive data •If possible, collect the necessary data without using personally identifying information •De-identify your data upon collection or as soon as possible thereafter •Avoid transmitting unencrypted personal data electronically •Consider whether you need to keep original collection instruments (recordings, surveys etc.) once they have been transcribed and quality assured
  • 30. Planning for data • Make informed decisions to anticipate and avoid problems • Avoid duplication, data loss and security breaches • Develop procedures early on for consistency • Ensure data are accurate, complete, reliable and secure • Save time and effort – make your life easier! Data Management Plans are useful whenever you are creating data to:
  • 31. Planning for data Which funders require a DMP? www.dcc.ac.uk/resources/policy-and-legal/ overview-funders-data-policies Note: Data Management Plans are a requirement of Horizon 2020 projects included in the Research Data pilot
  • 32. Planning for data Activity Think about your own research. What actions would you need to perform on your data at each stage of the UKDA’s Lifecycle model? How would you do this? Would you need any additional funding/staff?
  • 33. Planning for data DMPOnline https://dmponline.dcc.ac.uk A web-based tool to help you write DMPs according to different requirements. DCC, funder and OU guidance.
  • 34. Planning for data Tips • Keep it simple, short and specific • Seek advice - consult and collaborate • Base plans on available skills and support • Make sure implementation is feasible • Justify any resources or restrictions needed
  • 35. Library Services How we can help • Data Management Plan checking • Support with setting up new projects • Advice on preparation of data for sharing • Data catalogue on ORO • Online guidance • Enquiries • Development of new tools to enable data management and sharing Email: library-research- support@open.ac.uk
  • 36. Useful links • The OU Research Data Management intranet site: http://intranet6.open.ac.uk/library/main/supporting-ou-research/research- data-management • Digital Curation Centre: http://www.dcc.ac.uk/ • DMP Online: https://dmponline.dcc.ac.uk/ • UK Data Archive: http://www.data-archive.ac.uk/ • MANTRA: http://datalib.edina.ac.uk/mantra/ • The Orb: http://open.ac.uk/blogs/the_orb
  • 38. Image credits Unless otherwise stated, all images are by Jørgen Stamp at http://www.digitalbevaring.dk

Hinweis der Redaktion

  1. 7 minutes (17) Data often have a longer lifespan than the research project that creates them. Researchers may continue to work on data after funding has ceased, follow-up projects may analyse or add to the data, and data may be re-used by other researchers. Well organised, well documented, preserved and shared data are invaluable to advance scientific inquiry and to increase opportunities for learning and innovation.
  2. 1 min (25) You might remember this news story about George Osborne basing the austerity plan on research data which had been incorrectly analysed. By making data public these kinds of anomalies are more likely to be spotted and incidents like this less likely to happen!