A%20Pathfinder%20Approach%20to%20Implementing%20UKRDS

1
A Pathfinder Approach to Implementing UKRDS

• John Milner
• Project Manager

2
How will it work?

• The idea behind a Pathfinder approach is to build
  a fully functional UKRDS but engage a limited
  population of stakeholders
• These stakeholders will design, develop,
  implement and use/supply the service
• Once established the service can scale up driven
  by demand and constrained by the resource
  available

3
Why Pathfinder?

• Because the Pathfinder institutions will build a
  service, use it and position it to scale for the
  sector and thus find the path to a national
  service

4
Who are the Pathfinders?
Those institutions who have agreed to take part
in the planning process and in principle to work
on the implementation programme in due course

• HEIs Bristol, Leeds, Leicester, Oxford with
  Edinburgh, Glasgow and Cardiff
• Service Providers UKDA DCC RIN STFC

5
The Importance of Service

• A service must be useful and accessible
• There must be clear expectations for both client
  and server as to what the service offers and what
  it doesnt.
• The service must develop to meeting changing
  client needs and have proper stakeholder
  engagement in development

6
Communities and headline processes

• HEIs
• Research Institutes
• Researchers
• IT Directors
• Librarians
• Archivists
• other experts

Public sector users generators of data
Services covering data management advice, DCC
lifecycle adoption and guidance, training in
DMPs, tools / discovery development, and
accession planning
Provision of conditional data set access
Commercial users generators of data
Service providers
Other educational institutions
Coordinate capacity planning and help address
implications for long-term storage and
infrastructure investment
Vendors
Engage as appropriate to maximise exploitation of
financial support for long-term data management
capabilities
Engage as appropriate to maximise exploitation of
vendor support for long-term data management
capabilities
Ensure provision of accession and access
procedures
Facilitate provision of persistent citation links
Venture Capitalists
International links
Journal and data publishers
7
Communities
8
(No Transcript)
9
Front Office/Back Office

• Front office is the direct human face of the
  service engaging with researchers and funders
• Back office is the business of data management
  planning and data curation and preservation.

10
UKRDS Research Project Process
Researcher prepares proposal including Data
Management Plan
Researcher formulates a research concept
Publishing
Researcher may search UKRDS to discover relevant
data sets
Approved
Project carried out
Data management Plan Registered
UKRDS Front Office Support
UKRDS Back office Support
Data submitted for storage and curation
Research Services Support
11
Service development/delivery
Service users and requirements
UKRDS Service Design and Development
DCC /RIN
UKRDS Pathfinder Service Support and development
STFC UKRDS Facility
UKDA UKRDS Facility
Funders
HEI UKRDS Support storage and Curation Centre
Researchers
12
Making it Happen

• First we will need clearly defined service
  elements and DCC, RIN and UKDA can help
• Then we need to see those service elements
  embedded within service organisations nationally
  (UKDA/STFC) and locally at HEIs
• That will lead to the training and engagement of
  researchers and their funders and their use of
  the service

13
Making it Happen

• DCC and UKDA can provide infrastructure and tools
  building on work already done
• RIN can help with ongoing requirements planning
  and quality assurance.
• HEIs can provide the route to the services for
  researchers.
• Collaboration and co-operation is the key

14
Conclusion

• A UKRDS is challenging but feasible both
  practically and financially
• Need support of funders, HEIs and other key
  stakeholders to define the policy and standards
  and deliver skills and resources
• The Pathfinder approach is the opportunity for
  HEIs and established national services such as
  UKDA and STFC to make it happen