Oxford Workshop October 2008 Neil Beagrie Charles Beagrie Ltd UKRDS Consultancy.

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Oxford Workshop October 2008 Neil Beagrie Charles Beagrie Ltd UKRDS Consultancy
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Transcript of Oxford Workshop October 2008 Neil Beagrie Charles Beagrie Ltd UKRDS Consultancy.

Oxford WorkshopOctober 2008

Neil BeagrieCharles Beagrie LtdUKRDS Consultancy

Background• Study funded under HEFCE Shared Services

Programme consists of 3 parts:• Feasibility Study: Case study sites researcher

and support services data gathering completed – Analysis and initial options in interim report put to

Steering Cttee 10 July• Business Plan and Governance developed

July-Oct• Final Report by December 2008 to HEFCE

July Interim Report to UKRDS Steering Committee

(copies of interim report available from: www.ukrds.ac.uk)

Final versions of component parts of the Study to be released later

Coverage

• Analysis of the present situation• Identification of a range of options for

provision of a UKRDS• Options Appraisal for further work• Appendices - Interim Report UKRDS Survey of

the Researcher Viewpoint

UKRDS Survey of the Researcher Viewpoint

• Survey covered 4 universities: Bristol, Leeds, Leicester, Oxford

• Online Questionnaire completed by Bristol, Leeds, Leicester – 179 responses covering 500 researchers

• Oxford 40 separate interviews with their research groups covering approx 200 researchers

Initial Proposals for UKRDS

UKRDS “Strawman”Options• No Change – This would leave the current situation in place and

UKRDS does not exist in any form (except in a long-forgotten report). Some disciplines would be well-provided for, others would not.

• Massively Centralised – Many of our contacts assumed that UKRDS was all about providing a massive national data repository, either a new facility at a single location or a virtual repository spread over a number of institutions. We consider this option to be the most invasive and expensive of the options.

• “Hybrid/Umbrella” – In this model, UKRDS acts as an umbrella organisation, representing the interests of many UK data repositories, both those based around single institutions and those based on storage for a single discipline.

• Business case and processes for “Hybrid/Umbrella” Option being developed

UKRDS Delivery Options

• Separate legal entity or..• UKRDS embedded within an existing legal entity/host

organisation • Have begun mapping possible relationships and

processes...

Research Professional

Prepares Proposal (Including DMP)

Funder Approves Proposal

Research Team Carries Out

Research Project

Project Report

Research Data

Inst

itutio

nal

Dat

a S

ervi

ces

Data Management Plan

Research Project Process

Research Data Sharing Process

UK

RD

SR

egis

try

User Enquiry

Update for status + changes since initial registration

UKRDS Planning and Administration Functions

UKRDS Management and administration

Service Provider Administration

Policy and Strategy

Access Management

Training and Development

Relationship Management

Advisory Services

Foresight Development

Tools, Methodologies and Handbooks

International Access Services

Citation Repositories

Capacity planning & Investment

Accreditation & Certification

UKRDS Basic Processes

UK

RD

SC

omm

issi

oned

Sto

rage

Gov

ernm

ent &

ot

her

sect

ors

Nat

iona

l &

inte

rnat

iona

l da

ta c

entr

es

Processes mapped

• Macro level processes and functions• Processes mapped to both:

– Generic services, and – The DCC Curation Lifecycle model (Conceptualise

level)

Testing Processes under particular scenarios

• Four scenarios following stages of a research project

• Consider relevance of scenarios• Look at processes associated with each• Look at points at which UKRDS might deliver

or assist to improve upon current practise

UKRDS Stakeholders

Processes defined by

needs of the Communities

Venture Capitalists

Commercial users & generators

of data

Public sector users &

generators of data *

Other educational institutions

Communities of interest

Early

Adopters

Later

Adopters

Vendors .

UKRDS

Funders

Service providers

International links

Journal and data publishers

HEIs & Research Institutes

(academic status)

• Researchers• IT Directors• Librarians• Archivists• other experts Others

.

Processes defined by

needs of the Communities

Venture Capitalists

Commercial users & generators

of data

Public sector users &

generators of data *

Other educational institutions

Communities of interest

Early

Adopters

Later

Adopters

Vendors .

UKRDS

Funders

Service providers

International links

Journal and data publishers

HEIs & Research Institutes

(academic status)

• Researchers• IT Directors• Librarians• Archivists• other experts Others

.

Processes defined by

needs of the Communities

Venture Capitalists

Commercial users & generators

of data

Public sector users &

generators of data *

Other educational institutions

Communities of interest

Early

Adopters

Later

Adopters

Vendors .

UKRDS

Funders

Service providers

International links

Journal and data publishers

HEIs & Research Institutes

(academic status)

• Researchers• IT Directors• Librarians• Archivists• other experts Others

.

Venture Capitalists

Commercial users & generators

of data

Public sector users &

generators of data *

Other educational institutions

Venture Capitalists

Commercial users & generators

of data

Public sector users &

generators of data *

Other educational institutions

Communities of interest

Early

Adopters

Later

Adopters

Vendors .

UKRDS

Funders

Service providers

International links

Journal and data publishers

HEIs & Research Institutes

(academic status)

• Researchers• IT Directors• Librarians• Archivists• other experts Others

.

Communities of interest

Early

Adopters

Later

Adopters

Vendors .

UKRDS

Funders

Service providers

International links

Journal and data publishers

HEIs & Research Institutes

(academic status)

• Researchers• IT Directors• Librarians• Archivists• other experts Others

.

Communities of interest

Early

Adopters

Later

Adopters

Vendors .

UKRDS

Funders

Service providers

International links

Journal and data publishers

HEIs & Research Institutes

(academic status)

• Researchers• IT Directors• Librarians• Archivists• other experts Others

.

UKRDSUKRDSUKRDS

Funders

Service providers

International links

Journal and data publishers

HEIs & Research Institutes

(academic status)

• Researchers• IT Directors• Librarians• Archivists• other experts

Funders

Service providers

International links

Journal and data publishers

HEIs & Research Institutes

(academic status)

• Researchers• IT Directors• Librarians• Archivists• other experts

Funders

Service providers

International links

Journal and data publishers

HEIs & Research Institutes

(academic status)

• Researchers• IT Directors• Librarians• Archivists• other experts Others

.

Modelling UK Needs

Where do we go from here?

• Draft Business Plan to Steering Committee/HEFCE

• Tough Financial Backdrop• “Pathfinder” approach to build UKRDS

incrementally• Hope to build on partnerships established

with case study sites, and involve others including some funders and service providers.

Questions?