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Institutional data repository
policies
May-15
Learning material produced by RDMRose
http://www.sheffield.ac.uk/is/research/projects/rdmrose
Research Data Management
Workshop 2.3
Learning outcomes
By the end of this session you will be able to:
• Identify the broad areas that should be considered
when setting up an institutional research data
repository from the perspective of an LIS professional
• Articulate the various practical points for consideration
when setting up and running an institutional research
data repository, and their relation to sound data
management practices
• Reflect upon the necessary policies for successfully
running an institutional research data repository
• Write such a policy document
May-15
Learning material produced by RDMRose
http://www.sheffield.ac.uk/is/research/projects/rdmrose
Session 2.3 overview
• Exploring institutional research data
repository requirements
• Writing an institutional research data
repository policy
May-15
Learning material produced by RDMRose
http://www.sheffield.ac.uk/is/research/projects/rdmrose
Exploring data repository
requirements
• DISC-UK DataShare project (2007-2009)
• Collaboration between the Universities of Edinburgh,
Oxford and Southampton to establish institutional data
repositories and related services
• A guide to Policy-Making for Research Data in Repositories:
http://www.disc-uk.org/docs/guide.pdf
• Six areas of policy making;
1. content coverage
2. metadata
3. submission of data (ingest)
4. access and reuse of data
5. preservation of data,
6. withdrawal of data and succession plans
May-15
Learning material produced by RDMRose
http://www.sheffield.ac.uk/is/research/projects/rdmrose
Activity 1: Data repository policies
• Take charge of one or more areas of policy-
making
• For the purpose of this activity it is best to
combine points 2, 5 and 6:
– 1. content coverage
– 2. metadata, 5. preservation of data, 6.
withdrawal of data and succession plans
– 3. submission of data (ingest)
– 4. access and reuse of data
May-15
Learning material produced by RDMRose
http://www.sheffield.ac.uk/is/research/projects/rdmrose
Activity 1: Data repository policies
1. Read through the points for consideration for
the area(s) of policy making that you are
responsible for.
– What is the most important issue in your opinion?
2. Plan your policy document:
– Which points do you feel your policy document
needs to emphasize?
– How much detail do you think your policy
document needs to contain?
May-15
Learning material produced by RDMRose
http://www.sheffield.ac.uk/is/research/projects/rdmrose
Activity 1: Data repository policies
– You could look at the following institutional
repository policy for inspiration:
• The University of Edinburgh’s DataShare is a repository
dedicated to research data:
http://www.ed.ac.uk/schools-
departments/information-services/services/research-
support/data-library/data-repository/service-policies
• You can find other institutional repositories that accept
data sets at: http://www.opendoar.org
May-15
Learning material produced by RDMRose
http://www.sheffield.ac.uk/is/research/projects/rdmrose
Activity 1: Data repository policies
3. Write your policy document
– You could look at the policies of existing repositories
for inspiration
4. If you are working in teams, present your policy
document:
– 3 to 5 minutes
– A digest of your part of the DISC-UK document with an
overview of the points of consideration for your area
of policy making
– The decisions you made and why you made them
– Your proposed policy
May-15
Learning material produced by RDMRose
http://www.sheffield.ac.uk/is/research/projects/rdmrose
Activity 1 summary:
Data repository policies
1. Read through your section: What is the most
important issue in your opinion?
2. Plan your policy document: Which points do you feel
you need to emphasize? How much detail does you
policy need to contain?
3. Write your part of the policy document. You can find
examples at http://www.opendoar.org or simply
Google Edinburgh’s repository policy
4. Present your part of the policy document: 3-5
minutes, digest of DISC-UK document, the decisions
you made and why, your proposed policy
May-15
Learning material produced by RDMRose
http://www.sheffield.ac.uk/is/research/projects/rdmrose
Activity 2: Data repository software
• Some awareness of the different data
repository technologies available is of value
• The Kaptur project evaluated a number of
repository systems in detail. You can read a
summary of their evaluation on pp.25-26 of
Garrett, Silva and Gramstadt (2012) available
at
http://www.vads.ac.uk/kaptur/outputs/Kaptu
r_technical_analysis.pdf.
May-15
Learning material produced by RDMRose
http://www.sheffield.ac.uk/is/research/projects/rdmrose
Activity 2: Data repository software
• How important would you rate the following
ten criteria that Kaptur applied and why? (You
might need to do some research to
understand the criteria!):
– Open source - Integration with LDAP
– Metadata - Statistical reporting
– Preservation of data - Legal requirements
– Data disposal - API
– User friendly upload - SWORD 2 compliant
May-15
Learning material produced by RDMRose
http://www.sheffield.ac.uk/is/research/projects/rdmrose
REFERENCES
May-15
Learning material produced by RDMRose
http://www.sheffield.ac.uk/is/research/projects/rdmrose
References
• A. Green, S. Macdonald, & R. Rise (2009). Policy-Making for
Research Data in Repositories: A Guide (Version 1.2). Edinburgh:
EDINA and University Data Library. Retrieved from http://www.disc-
uk.org/dics/guide.pdf
• Garrett, L. and Gramstadt, M.-T. (2011). Kaptur Technical Analysis
Report. London: University for the Creative Arts. Retrieved from
http://www.vads.ac.uk/kaptur/outputs/Kaptur_technical_analysis.p
df.
May-15
Learning material produced by RDMRose
http://www.sheffield.ac.uk/is/research/projects/rdmrose

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RDMRose 2.3 Institutional data repository policies

  • 1. Institutional data repository policies May-15 Learning material produced by RDMRose http://www.sheffield.ac.uk/is/research/projects/rdmrose Research Data Management Workshop 2.3
  • 2. Learning outcomes By the end of this session you will be able to: • Identify the broad areas that should be considered when setting up an institutional research data repository from the perspective of an LIS professional • Articulate the various practical points for consideration when setting up and running an institutional research data repository, and their relation to sound data management practices • Reflect upon the necessary policies for successfully running an institutional research data repository • Write such a policy document May-15 Learning material produced by RDMRose http://www.sheffield.ac.uk/is/research/projects/rdmrose
  • 3. Session 2.3 overview • Exploring institutional research data repository requirements • Writing an institutional research data repository policy May-15 Learning material produced by RDMRose http://www.sheffield.ac.uk/is/research/projects/rdmrose
  • 4. Exploring data repository requirements • DISC-UK DataShare project (2007-2009) • Collaboration between the Universities of Edinburgh, Oxford and Southampton to establish institutional data repositories and related services • A guide to Policy-Making for Research Data in Repositories: http://www.disc-uk.org/docs/guide.pdf • Six areas of policy making; 1. content coverage 2. metadata 3. submission of data (ingest) 4. access and reuse of data 5. preservation of data, 6. withdrawal of data and succession plans May-15 Learning material produced by RDMRose http://www.sheffield.ac.uk/is/research/projects/rdmrose
  • 5. Activity 1: Data repository policies • Take charge of one or more areas of policy- making • For the purpose of this activity it is best to combine points 2, 5 and 6: – 1. content coverage – 2. metadata, 5. preservation of data, 6. withdrawal of data and succession plans – 3. submission of data (ingest) – 4. access and reuse of data May-15 Learning material produced by RDMRose http://www.sheffield.ac.uk/is/research/projects/rdmrose
  • 6. Activity 1: Data repository policies 1. Read through the points for consideration for the area(s) of policy making that you are responsible for. – What is the most important issue in your opinion? 2. Plan your policy document: – Which points do you feel your policy document needs to emphasize? – How much detail do you think your policy document needs to contain? May-15 Learning material produced by RDMRose http://www.sheffield.ac.uk/is/research/projects/rdmrose
  • 7. Activity 1: Data repository policies – You could look at the following institutional repository policy for inspiration: • The University of Edinburgh’s DataShare is a repository dedicated to research data: http://www.ed.ac.uk/schools- departments/information-services/services/research- support/data-library/data-repository/service-policies • You can find other institutional repositories that accept data sets at: http://www.opendoar.org May-15 Learning material produced by RDMRose http://www.sheffield.ac.uk/is/research/projects/rdmrose
  • 8. Activity 1: Data repository policies 3. Write your policy document – You could look at the policies of existing repositories for inspiration 4. If you are working in teams, present your policy document: – 3 to 5 minutes – A digest of your part of the DISC-UK document with an overview of the points of consideration for your area of policy making – The decisions you made and why you made them – Your proposed policy May-15 Learning material produced by RDMRose http://www.sheffield.ac.uk/is/research/projects/rdmrose
  • 9. Activity 1 summary: Data repository policies 1. Read through your section: What is the most important issue in your opinion? 2. Plan your policy document: Which points do you feel you need to emphasize? How much detail does you policy need to contain? 3. Write your part of the policy document. You can find examples at http://www.opendoar.org or simply Google Edinburgh’s repository policy 4. Present your part of the policy document: 3-5 minutes, digest of DISC-UK document, the decisions you made and why, your proposed policy May-15 Learning material produced by RDMRose http://www.sheffield.ac.uk/is/research/projects/rdmrose
  • 10. Activity 2: Data repository software • Some awareness of the different data repository technologies available is of value • The Kaptur project evaluated a number of repository systems in detail. You can read a summary of their evaluation on pp.25-26 of Garrett, Silva and Gramstadt (2012) available at http://www.vads.ac.uk/kaptur/outputs/Kaptu r_technical_analysis.pdf. May-15 Learning material produced by RDMRose http://www.sheffield.ac.uk/is/research/projects/rdmrose
  • 11. Activity 2: Data repository software • How important would you rate the following ten criteria that Kaptur applied and why? (You might need to do some research to understand the criteria!): – Open source - Integration with LDAP – Metadata - Statistical reporting – Preservation of data - Legal requirements – Data disposal - API – User friendly upload - SWORD 2 compliant May-15 Learning material produced by RDMRose http://www.sheffield.ac.uk/is/research/projects/rdmrose
  • 12. REFERENCES May-15 Learning material produced by RDMRose http://www.sheffield.ac.uk/is/research/projects/rdmrose
  • 13. References • A. Green, S. Macdonald, & R. Rise (2009). Policy-Making for Research Data in Repositories: A Guide (Version 1.2). Edinburgh: EDINA and University Data Library. Retrieved from http://www.disc- uk.org/dics/guide.pdf • Garrett, L. and Gramstadt, M.-T. (2011). Kaptur Technical Analysis Report. London: University for the Creative Arts. Retrieved from http://www.vads.ac.uk/kaptur/outputs/Kaptur_technical_analysis.p df. May-15 Learning material produced by RDMRose http://www.sheffield.ac.uk/is/research/projects/rdmrose