The Finnish Research Data Initiativepost mortem
PhD Pirjo-leena Forsström, Development DirectorSecretary-General of Finnish Open Science and Research Initiative
Contents
Framework for Research Data Initiative in Finland
The Initiative
Lessons learned
Challenging and changing environment
Changing drivers of R&D&I&HEI-policies
• Globalisation, emerging countries, emerging knowhow
• Grand societal and environmental challenges
• Financial crises
• Need of a broad based innovation concept and multidisciplinary approach
• National policies versus European policies? National versus regional policies? Local and organisational strategies?
Changing mechanisms in STI&HEI
• Researcher careers/ Tenure track
• Research infrastructures
• Modern universities and RTOs
• Joint programmes and joint degrees
• Distribution of knowledge
• Joint pooling of funding (virtual common pots, real common pots, others)
• Joint evaluation and assessment activities
• Virtual learning and science
R. Maijala, A Finnish view of exchanging and using global research data, Dipoli, 3rd Dec 2013
Open Science and Research 2009-2017
Research Data
Survey Project
2009-2011
National Research
Data Project
2011-2014
Open Science and
Research Project
Roadmap 2014
• Open access
• Open data
• Open methods
• Roadmap
• Services
• Metadata
• International
collaboration
• Awareness
Open Science and
Research Project
Target 2017
• National and international
collaboration
• Change of culture
• Open Science Handbook
• Services for preservation
• Services for metadata
• Services for access
• Tools e.g. for identification
The objectives of the TTA initiative
1. Developing a Finnish sustainable information infrastructure for research data;2. Providing selected services to this infrastructure cost-effectively and sustainably;3. Enabling and encourage sharing and re-use of scientific data;4. Defining, defining and piloting preservation of digital data,5. Providing tools for data management, both on organizational, discipline and user level; and6. Contributing to unification of interfaces and metadata.7. Strengthen the capasities of research institutes and infrastructures, thus enhancing the competiveness of Finnishresearch.
Science is becoming ever more open and data-driven. Large integrated datasets can
provide a deeper understanding of nature and society.
The added value of TTA to Finland
• Through enhanced• findability and availability of data
• quality of data
• data services including analysis and processing services
• platform for interdisciplinary collaborative research
• Getting wider and more integrated research community• researchers in research institutes
• scientists and students of different disciplines working in academia
• IT and data service professionals
• To achieve• better use of Finland’s unique and open data resources in science and
education
• scientific excellency and breakthroughs in many different research fronts
• societal and environmental progress through evidence-based decision
making
• technological innovations and products
Tasks for enhancing the usage and usability of research datasets
Goal: the extensive use of publicly funded data in research
Main actors
Coordination Attitude Collaboration Interoperability Resources
Political will
and data policy
Legislation
renewal
Development
of practices
The data
infrastructure building
blocks
Ministries,
government,
state council
Ministries,
Data protection
commissioner,
the parliament
Ministries,sponsors,
Data producing and governing
organizations, univer-
sities, research institu-
tions, researchers
The ministry of
culture and education,
research organizations,
Infrastructure actors
The required activities
Discovery Availability Usability Data life cycle
•Political alignment
•Common goals
•Principles and the division of
responsibilities
•Resource planning
•Coordination enhancements
•Clear rules
•Removing the ambiguity
•Easing the availability and
usage of research data
•Data inventaries
•Terms of use
•Rules for financing and research prin-
ciples
•The strenghtening of skills
•Interoperable systems
•Common services
•Thematic applications
•Long term preservation
•Investments
Finnish universities: Small survey on the state of data management in 2013
– indicative results in TTA project
Level 0: Data management is not on the agenda of the university.
Level 1: The need to plan university level data management has been recognized and actions have been taken to develop a plan on data management.
Level 2: Data management at university level has been planned to some extent, and some data management services have been planned or implemented.
Level 3: Data management at university level is well planned and at least a part of the data management services are functioning.
Level 4: Data management at university level is well planned and implemented.
TAY
VY
TTYHanken
JY HY
Aalto TY
ÅA OY
decreasing level - stable situation – improving level
Finnish universities: Small survey on data management of research projects in 2013 – indicative results in TTA project (n=29)
Bioscience, Medicine and Health science
Social sciences
Arts
Natural science
Computer science
Technical sciences
decreasing level - stable situation – improving level
R. Maijala, A Finnish view of exchanging and using global research data, Dipoli, 3rd Dec 2013
Source: TTA project
Information infrastructures for research data – a Finnish example
R. Maijala, A Finnish view of exchanging and using global research data, Dipoli, 3rd Dec 2013
Make it / I Find it
• Store, Study, Discuss
• Find Existing Data
Make it Ready
• Describe, Package, Authorize
Make it Available
•Manage, Market, Preserve
Current blueprint for informationinfrastructure
KATA Data Catalogue
IDA Storage Service
AVAA Publishing Service
REMS EntitlementsMgmt
PAS Preservation
Guidelines & Support, data portal tdata.fi
Collaboration Tools
Analyzing & Visualization
Finding Aids
Metadata SupportServices (Identifiers,
Ontologies…)
Strategy | Governance | Development Path
Large
Medium
Minimal
Metadata
• TTA metadata challenges: to improve data findability, availability and usability
• Three metadata tiers: minimal, medium, large
• TTA metadata model defines metadata that must be attached to each dataset and the structure of that metadata
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• No single metadata standard fits all!
• TTA metadata principle: reuse of metadata; utilize existing metadata formats and services
• International and national co-operation is important
Findability, availability
Usability
TTA-services 2013
Based on open source solutions
IDA – data storage (in use) (iRoDS)
KATA –data catalog(piloting) (CKAN)
AVAA -open data platform(in use) (Liferay)
PAS – Long TermPreservation (2015), pilotsstarting 2014 (several OS components)
AVAILABLE for finnishresearch system
Policy proposal concerning open access of research results in Finland
Basic objective Research data and publications are openly available in an information network
via an open interface
Clarifications (extracts) All actors in the Finnish research system share the scientific publications and
research data they produce through an open information network. This principle of openness also concerns research methods and the tools required to produce results, such as computer simulations.
Openness will, however, adhere to ethical principles and respect the legal context. Open access to research data will always be the goal when it is legally and contractually possible.
The re-use of research data and publications is not unnecessarily restricted, and the terms and conditions of their use are clearly stated. Standard, generic and machine-readable licences are complied with - for example, CC BY 4.0, which will be receiving a Public Administration Recommendation (JHS).
The contracts and funding decisions that concern research, support open access to publications and data.
Lessons learned
1. Look at the big picture: governance
2. Remember permanency needs
3. Prepare for agile continuos change
4. Openness is a way forward
5. Culture is everything
6. Beware the breaking points in governance
Governance big picture: lessons learned
Institutional framework for priority settingshould be flexible
Flexible funding and spending mechanismshelp ensure stability
Knowledge sharing and intellectual propertyrequire tailored approach
Outreach is indispensable for putting data management into practise
Governance of research data issues
Preserving access to scientific information: at thecore of research process: validation, verification, reproduction of results
Involves science, technology, and innovation issues
Equipment, software, and file formats will become outdated, but despite this the information must be preserved in an understandable form (validation and verification needs, re-use)
Technology independency
What should be avalaible and preserved?
For validation, all relevant information fromthe research process:
Publications
Data
Methods
Metadata, quality information
References, linkages
IPR and ownership information, license
Cultural change
From knowledge protection to management of knowledge flow
Disruptive changes are fast
Important to have a reason to do the work
Value and benefit
Research quality and reproducability, impactevaluation
Open collaboration = inflow of ideas, don´tresist it with too ridig models and roles
Expences for data preservation2013-2024For 12 PB by 2022
103 M€
Cost and benefit analysis
Open code as one tool for managing change
• Open code facilitates continuity planning of software componets.
• Open and standard file formats are importantin preserving content.
• Most important: open standards for connections and communication between data and software, extentensive use of standards
rising costs of technology development, if not done openly with others
shortening idea life cycle, when struggling with infrastructure takes valuable research time
Open Closed
Agile change: open development
• Good ideas are widely distributed today, no one has a monopoly on useful knowledge
• Innovation is now done within networks, rather than within a single firm
• Not all of the smart people in the world work for us • Avoid vendor lock-in, service lock-in, organization lock-in
Open framework:- Ability to profit from technology- Ability to scale up technology- Ability to continue innovating technology- Ability to acquire technology- Ability to involve new skills
Breaking points in governance
Commitments: importance of high-level coordination, system linkages
Capabilities: co-operation in capability building
Resources: contingency management
Strategies
Protectionism of resources
Primary documentation
Local, National, Global: Principles of availability (free, licensed, machine readable)
"πάντα χωρεῖ καὶ οὐδὲν μένει" καὶ "δὶς ἐς τὸν αὐτὸν ποταμὸν οὐκ ἂν ἐμβαίης" Panta chōrei kai ouden meneikai dis es ton auton potamon ouk an embaies ”
Everything changes and nothing remains still ... and ... you cannot step twice into the same stream” Heraclitos
Thank you!
More info: tdata.fi
openscience.fi
Manage the change and you
can manage everything
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