Our slides on the research data management shared services at the IDCC conference in Amsterdam. February 2016.

1. IDCC2016 -Amsterdam
Jisc RDM Shared Service22/02/2016

2. Content
» Pilot Partners
» RDMArchitecture
» Pilot Solution Scope andVision
» Components and functionality
» Development Phases andTimeline
» Research Data Network
2

3. Pilots
3
Institution Name
Cardiff University
CREST - Consortium for Research Excellence, Support andTraining
Imperial College of Science,Technology and Medicine
Middlesex University
Plymouth University
Royal College of Music
St George's Hospital Medical School
University of Cambridge
University of Lancaster
University of Lincoln
University of StAndrews
University of Surrey
University ofYork
» Pilot institutions selected to create a balanced portfolio of types of
institution, specialisms and research systems already in place

4. 4
Credit for Architecture concepts: John Lewis (Sheffield) & Stuart Lewis (Edinburgh) http://dx.doi.org/10.6084/m9.figshare.1202230
High level RDM Architecture

5. 5
Credit for Architecture concepts: John Lewis (Sheffield) & Stuart Lewis (Edinburgh) http://dx.doi.org/10.6084/m9.figshare.1202230
Pilot Shared Service
Pilot Shared ServiceArea Other R@RWork Areas Existing Jisc Services/AgreementAreas

6. Pilot Shared ServiceVision
» Researchers shouldn’t need to think (too much!) about Research
Data Management
» "Visible data, invisible infrastructure"
• Provide researchers intuitive, easy functionality to publish, archive and
preserve their research outputs.
• Provide interoperable systems to allow researchers and institutions to
fulfil and go beyond policy requirements and adhere to best practice
throughout the RDM lifecycle
6

7. What we need
» Modules that seamlessly integrate with each other
7

8. RDM Shared Service Framework Lots
» Lot 1 - Research Data Repositories (3)
» Lot 2- Repository Interfaces (6)
» Lot 3 - Research Data Exchange Interface (3)
» Lot 4 - Research Information and Administration Systems Integrations
(10)
» Lot 5 -Research Data Preservation Platforms (2)
» Lot 6 - Research Data Preservation tools development (5)
» Lot 7 - Research Data Reporting (2)
» Lot 8 - User Experience enhancements (4)
8

9. Additional Procurement and Support
Existing Jisc Agreements Description of Research Data Shared Service Components
Cloud Storage To provide cloud storage for the service
Infinity (and/or Northern)
Data Centre
To provide local storage and hosting of services
Data ArchivingFramework To provide longterm archival storage of research data
Data Audit (Research
Consulting)
To provide the consultation phase for stakeholders in the project,
not focused on the final technology solution, for example an audit of
datasets, legal and compliance framework, financial and strategic
commitment.
Technical Architect (TBC) To provide expert technical advice to the project on the technical
architecture of the service, assessment of institutional technical
capability and to assist in gatheringdetailed requirements from
institutions and researchers
Metadata and
Interoperability (CLAX)
An examination of metadata specifications and provide advice on
identifier systems and interoperability
Project Management (LM) To provide project management support and coordinate contract
negotiations, facilitate collaboration between suppliers and HEI’s and
monitor overall service development. This function will also gather
evidence to feed into the business model for the next stage
Preservation Audit (TBC) To provide the needs and priorities for preservation tools
development

10. Interoperability
10

11. A **key** requirement
CNI Fall Meeting, December 14th -15th 2015 - Jisc Shared Research Data Management Service

12. Links to R@R Portfolio
12

13. Pilot Participation Benefits
» Institutionally branded RDM and research object repository solution
» Support policy compliance (EPSRC, Open Access, OpenAIRE etc.) and
best practice
» Institutional support to refine RDM requirements and implementation
» Focus on intuitive user experience and ease of use for researchers
» Focus on interoperability between institutional and external research
systems
13

14. Pilot Participation Benefits
» Extensible, open standards based approach
» Bit-storage archiving and data preservation
» New features from Jisc pilot services: Usage Statistics and metrics, UK
Research Data Discovery Service
» Jisc manages system, relieving burden from institutional IT and
procurement staff
» Comprehensive reporting on RDM
» …….Also Jisc will work with pilots on use cases and problem areas.
14

15. Process overview
15

16. Project Phases and Activity
» Pre-development Phase (Dec 2016-Dec 2017)
» Alpha Development (June 2016 – June 2017)
» Beta Development (June 2016 – April 2018)
» Business Case Planning (July 2017 – Dec 2017)
» RAID (Risks,Actions, Issues, Dependencies) and full schedule by end
of March
» Project will be managed with anAgile methodology, meaning we
will release shippable products and releases on a regular basis.

17. Project Phases and Activity
» Pre-development Phase (Dec 2015 – Dec 2016)
– Jisc: procurement, planning, contracting, technical architecture
– Pilot decisions around products
– Pilots provide information to Jisc and Consultants about (and the right
people to talk to!):
– Requirements in relation to specific products
– Institutional priorities and use cases
– Storage requirements
– Metadata requirements
– Current system information to enable integration
– Data Asset Framework and Preservation Audit
– RDM Business case and costing
– Teams and researchers to work with for first data ingest

18. Pre-development - Procurement
» Suppliers have been shortlisted from Pre-Qualification
Questionnaire to respond to Operational Requirements
» Selection of framework suppliers by 12th April
» Framework can be communicated to pilots on 22nd April

19. Timeline
04/03/2016 RDM Shared services timeline 19
Milestones 2016-18
January 2016 February 2016 –April 2016 May-2016 -June 2017 July 2017-September 2017 October 2017-April 2018
-Procurement
Responses
-OR finalised and
published
- Suppliers
selected
- Consultancy
work begins
-Alpha
Development
-Contracts in
place
-Alpha service
tested and
reviewed
-Beta
Development
-Feedback on
Beta Service
- Business
Decision go/no
go
-If go then begin
transition to
production
service
-Supplier PQQ
responses
analysed and
selected
-Work begins on
detailed HEI
requirements and
technical
architecture
-Development
Phase
-Contact additional
early adopter HEI’s
and promote Beta
Service
-Business planning
and Begin Business
Case
-Market Research
and Consultation
-Promote service to
institutions
-Start on next
phases (service
enhancement/mod
ular)

20. Research Data Network
» Quarterly Meetings for the wider community
– Show and tell from shared service
– Discuss other Jisc activity
– Discuss wider RDM developments and needs
» First meeting likely to include:
– Shared Service Update
– Initial DAF findings
– Business Case and Costing
– Alpha services
– Discovery Service
– IRUSdataUK
» Online presence (readme.io) in production

21. Jisc Shared ServiceTeam
21
»Rachel Bruce – Deputy Chief Innovation Officer
»Catherine Grout – Head of Change – Research
»John Kaye – Senior Co-Design Manager
»Paul Stokes– Senior Co-Design Manager
»Nikki Browne – Project Manager
Jisc Digital Futures – Research

22. We want your feedback…
Thank you!
Email: john.kaye@jisc.ac.uk
Twitter:@JohnPKaye
Blog: http://researchdata.jiscinvolve.org
Except where otherwise noted, this
work is licensed under CC-BY-NC-ND