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DIRECTOR OF IT RISK MANAGEMENT IT Services Department DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 June 2013 Sustainability and Future Challenges Thanks to: Kathryn Dally, Sian Dodd, Wolfram Horstmann, Paul Jeffreys, Sebastian Rahtz, Andrew Richards, Dave de Roure, Sally Rumsey, David Shotton, Glenn Swafford, James Wilson

DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 ...damaro.oucs.ox.ac.uk/docs/Paulsustainability.pdf · DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 June 2013 Thanks

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Page 1: DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 ...damaro.oucs.ox.ac.uk/docs/Paulsustainability.pdf · DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 June 2013 Thanks

DIRECTOR OF IT RISK MANAGEMENT

IT Services Department

DaMaRO/DMPOnline Workshop

Professor Paul W Jeffreys

28 June 2013

Sustainability and Future Challenges

Thanks to: Kathryn Dally, Sian Dodd, Wolfram Horstmann, Paul Jeffreys, Sebastian Rahtz, Andrew Richards, Dave de Roure, Sally Rumsey, David Shotton, Glenn Swafford, James Wilson

Page 2: DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 ...damaro.oucs.ox.ac.uk/docs/Paulsustainability.pdf · DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 June 2013 Thanks

DIRECTOR OF IT RISK MANAGEMENT

IT Services Department

RDM required to facilitate best research

Slide 2

By managing data, our goals are that researchers can:

Ensure research integrity and replication

Ensure research data and records are accurate, complete, authentic and

reliable

Increase research efficiency

Save time and resources in the long run

Enhance data security and minimise the risk of data loss

Prevent duplication of effort by enabling others to use data

Comply with practices conducted in industry and commerce

Views supported by DaMaRO survey of researchers (cf JAJW)

Page 3: DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 ...damaro.oucs.ox.ac.uk/docs/Paulsustainability.pdf · DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 June 2013 Thanks

DIRECTOR OF IT RISK MANAGEMENT

IT Services Department

Development of RDM Programme

Slide 3

Develop Oxford RDM Programme to provide essential components of an

RDM infrastructure

Leading universities are developing suites of RDM services, following similar

processes and investing – often collaboration between Library, IT and others

Some of the universities are almost as devolved as Oxford with considerable

RDM done locally based on central services (cf Big Data Centre)

Start from output of Workshop 2

Page 4: DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 ...damaro.oucs.ox.ac.uk/docs/Paulsustainability.pdf · DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 June 2013 Thanks

DIRECTOR OF IT RISK MANAGEMENT

IT Services Department

Visual representation of stages in the Research Lifecycle – with data ‘issues’

Project plan (or internal proposal)

Conducting the Research

Publication Data Curation &

Accessibility

Pre-proposal

• Scoping data support services • Collaboration/collective working

Stage in Research Lifecycle

RDM issues a researcher may think about

RDM issues: •Collection • Management • Storage/Retrieval • Back-up • Collaborative environments - Emails/lab notebooks

• Online RDM prep tools • Tailored face-to-face advice • Online advice

Publisher may require details re data or deposition of data: • Data deposit • Metadata deposit • Metadata defines t&c for access

DPhil thesis • Link /integrate with existing policy requirements (ORA)

•Non-digital data – making it shareable if requested • Ensuring long-term access to data

Award/Offer

Research data issues may at this stage be influenced by: •Collaborative agreements • Sub-contracts • MTAs

Page 5: DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 ...damaro.oucs.ox.ac.uk/docs/Paulsustainability.pdf · DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 June 2013 Thanks

Director of IT Risk Management

IT Services

Specify services by Position on Research Lifecycle

Page 6: DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 ...damaro.oucs.ox.ac.uk/docs/Paulsustainability.pdf · DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 June 2013 Thanks

DIRECTOR OF IT RISK MANAGEMENT

IT Services Department

Position of central services on Research Lifecycle

RDM Website

X5 – Res

Initiation

DMP Online St-a-a-S +

Backup

ORDS

VM Hosting

Super-Comp.

DataStage

DataFinder

DataBank

Symplectic

ORA

Damasc

Electronic Archiving

Colwiz

Page 7: DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 ...damaro.oucs.ox.ac.uk/docs/Paulsustainability.pdf · DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 June 2013 Thanks

DIRECTOR OF IT RISK MANAGEMENT

IT Services Department

Main areas central support required

RDM

Website

DMP Online (cf DS) St-a-a-S +

Backup

ORDS

Super-Comp.

DataStage

DataFinder

DataBank

Symplectic

ORA

Damasc

Electronic Archiving

Research Data

Storage

Page 8: DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 ...damaro.oucs.ox.ac.uk/docs/Paulsustainability.pdf · DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 June 2013 Thanks

DIRECTOR OF IT RISK MANAGEMENT

IT Services Department

Paper submitted to RIMSC, HT 2013

Slide 8

Page 9: DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 ...damaro.oucs.ox.ac.uk/docs/Paulsustainability.pdf · DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 June 2013 Thanks

DIRECTOR OF IT RISK MANAGEMENT

IT Services Department

Approach to Developing RDM Programme

Slide 9

Split research lifecycle into four quadrants, developed priorities; and service

business cases

Prioritized and consolidated components within RDM infrastructure

Identified what we consider to be essential services only

Set priorities, but all essential …

Created Business Cases

From Business Cases, chose least expensive option

Recognised that central services designed to complement local services

Proposed 2 year RDM Programme ending at end of AY 2014/15

Capital injection over 2 year period to progress services

After break-point, decision point for University – recurrent services?

Very difficult to estimate capital injection for individual services at this stage

Overall request envelope realistic, funds may need to be vired

Page 10: DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 ...damaro.oucs.ox.ac.uk/docs/Paulsustainability.pdf · DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 June 2013 Thanks

DIRECTOR OF IT RISK MANAGEMENT

IT Services Department

Tools to allow the researcher to: Service name and provider Funding model

Create data management plans (DMPs)

with Oxford-specific metadata and

automated deposit of DMPs into a

dedicated repository

Oxford DMPOnline, hosted at

Edinburgh’s Digital Curation

Centre

Free storage in DataBank instance at Bodleian Libraries

Work with a high-quality networking

and backup infrastructure

Network, HFS and Advanced

Research Computing (IT

Services)

Centrally funded

Manage data whilst research is active DataStage as user interface,

linking to underpinning active

storage

Software managed by research groups and departments;

storage provided centrally, charged to research grants

above a base level

Manage and publish relational databases

online

Online Relational Database

Service (IT Services)

Chargeable service, based on storage provided centrally

Store and preserve data after completion

of research

DataBank (Bodleian Libraries) Free at point of use, but funded research projects will be

charged an ingest and cataloguing fee

Describe and catalogue datasets for

finding by other researchers

DataFinder (Bodleian Libraries) Centrally funded

Access information, advice, services and

training

RDM web site (RSO); help and

training from: RSO, Bodleian

Libraries and IT Services

Centrally funded

Identified researcher needs and services

Slide 10

Page 11: DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 ...damaro.oucs.ox.ac.uk/docs/Paulsustainability.pdf · DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 June 2013 Thanks

DIRECTOR OF IT RISK MANAGEMENT

IT Services Department

Business cases – modular approach

Different models for different components

Maintained by external service (Oxford DMPOnline)

Lightweight open source software (DataStage)

Cost-recovery (ORDS)

Embedded in existing channels (some training and advice)

University supported (DataFinder, Central Coordination, Training Coordination, DataBank?)

Page 12: DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 ...damaro.oucs.ox.ac.uk/docs/Paulsustainability.pdf · DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 June 2013 Thanks

DIRECTOR OF IT RISK MANAGEMENT

IT Services Department

Business cases - content

Short & digestible – 4 sides or less

Loosely standardized

Description of service

Rationale, benefits & evidence of demand

Maturity

Interdependencies

Sustainability costs and options

Additional project costs included for subject-specific customizations

Page 13: DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 ...damaro.oucs.ox.ac.uk/docs/Paulsustainability.pdf · DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 June 2013 Thanks

DIRECTOR OF IT RISK MANAGEMENT

IT Services Department

DataBank demand

yes

no

don't know

Do you think you will want to

deposit research data of any sort in

DataBank between May 2013 and

April 2014?

0

50

100

150

200

250

May 2013- July2013

August2013 -

October2013

November2013 -

January2014

February2014 -

April 2014

TB per quarter

TB Cumulative

T

B

Page 14: DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 ...damaro.oucs.ox.ac.uk/docs/Paulsustainability.pdf · DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 June 2013 Thanks

DIRECTOR OF IT RISK MANAGEMENT

IT Services Department

RDM Services

Slide 14

Page 15: DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 ...damaro.oucs.ox.ac.uk/docs/Paulsustainability.pdf · DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 June 2013 Thanks

DIRECTOR OF IT RISK MANAGEMENT

IT Services Department

RDM Services – Funds Required

Slide 15

Service Priority (Highst=5)

How funded Cost over 2 years

Anticipated contribution from funders or charged

Oxford underwriting / investment

Likely annual recurrent costs from 2015/16

DataFinder 5 University

DataBank 5 University, with some charges to research grant

Program Coordination and Communication, RDM web-site, Oxford DMPonline, Engagement, Active data management

Training

5 University

4 University

Storage as a Service (St-a-a-S)

3.5 University

Online research database service (ORDS)

3 Researchers pay for service; storage University

Total 1993

Page 16: DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 ...damaro.oucs.ox.ac.uk/docs/Paulsustainability.pdf · DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 June 2013 Thanks

DIRECTOR OF IT RISK MANAGEMENT

IT Services Department

Submission to University Research Committee

Slide 16

Total capital required over 2 year period: c.£2m

Request made to University’s Research Committee

If agreed, will be run as a project

Then decision will be made, based on experience and further analysis,

whether to fund services recurrently

Form Group, chaired by PVC to oversee the Programme

We may just have a sustainable model under development ….

Page 17: DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 ...damaro.oucs.ox.ac.uk/docs/Paulsustainability.pdf · DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 June 2013 Thanks

Thank you,

Questions

Page 18: DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 ...damaro.oucs.ox.ac.uk/docs/Paulsustainability.pdf · DaMaRO/DMPOnline Workshop Professor Paul W Jeffreys 28 June 2013 Thanks

DIRECTOR OF IT RISK MANAGEMENT

IT Services Department

Do you know where you would go for help if you needed help writing a data management plan?

IT Services

Departmental staff (including IT staff)

Academics & Colleagues

Research Services (including divisional &departmental)National bodies (e.g. UKDA)

General web search

Libraries

OeRC

University website

Funders