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An Introduction to Research Data 
Management 
Things To Do With Data – Michaelmas 2014 
Slides provided by Research Support Team, 
IT Services, University of Oxford
What does data include? 
“A reinterpretable representation of information in a formalized 
manner suitable for communication, interpretation, or processing.” 
Digital Curation Centre 
Slide adapted from 
the PrePARe Project
What does data include? 
Any information you use in your 
research 
Slide adapted from 
the PrePARe Project
What does research data management 
cover? 
Organizing 
Storage 
Preservation 
Documenting 
Sharing 
Choosing 
technology 
Versioning 
Structuring 
Backing up 
Curation 
Security
Relevant throughout the research process 
Planning 
and 
applying 
for funding 
Setting up 
and 
starting 
work 
Day-to-day 
work 
during the 
project 
Project 
conclusion
Carrots and sticks 
 Enable efficient day-to- 
day work 
 More time for the 
meat of the research 
process 
 Avoid problems in the 
future 
 University of Oxford 
Policy on the 
Management of 
Research Data and 
Records 
 Funding body 
requirements
University of Oxford policy 
Introduced July 2012
University of Oxford policy 
 The full policy can be viewed on the Research Data 
Oxford website 
 Research data is defined as the information needed ‘to 
support or validate a research project’s observations, 
findings or outputs’ 
 Research data should be: 
 Accurate, complete, identifiable, 
retrievable, and securely stored 
 Able to be made available to others
Funders’ requirements 
 Funding bodies are taking an increasing 
interest in what happens to research data 
 You may be required to make data publicly 
available at the end of a project 
 Many funders require a data management plan 
as part of grant applications 
 RDO website provides 
a summary of requirements
Setting up 
and 
starting 
work 
Day-to-day 
work 
during the 
project 
Project 
conclusion
Data management plans 
 A document created early on in a project 
 While planning, applying for funding, or setting up 
 An initial plan may be expanded later 
 Details plans and expectations for data 
 Nature of data and its creation or acquisition 
 Storage and security 
 Preservation and sharing
Benefits of data management plans 
 Ask key questions before problems arise 
 Have time to look for solutions 
 Saves time and reduces stress 
 Many tasks are straightforward if planned from 
the beginning, but much harder in retrospect 
 A framework for ongoing review of data 
management practices
DMP Online 
 Online data 
management 
planning tool 
 Can be 
customized 
according to 
funding body 
https://dmponline.dcc.ac.uk/
Planning 
and 
applying 
for funding 
Day-to-day 
work 
during the 
project 
Project 
conclusion
What storage media are in use? 
How about file formats? 
Slide adapted from 
the PrePARe Project
Storage 
 Departmental IT support may be able to 
provide server space or a shared drive 
 IT Services’ NSMS offers server rental and 
management, storage on the University’s 
private cloud, and other storage solutions
Data security 
 Is there data that needs special treatment? 
 Sensitive or confidential information 
 Commercial potential 
 InfoSec at IT Services can provide advice – 
see http://www.it.ox.ac.uk/infosec/ for more 
details
Backing up is 
easier than 
replacing 
lost data… 
http://blogs.ch.cam.ac.uk/pmr/2011/08/01/why-you-need-a-data-management-plan/ 
Slide adapted from 
the PrePARe Project
LOCKSS – Lots Of Copies Keeps Stuff Safe 
Keep copies in different places 
Can the process 
be automated? 
Slide adapted from 
the PrePARe Project
IT Services: data back-up on the HFS 
 HFS is Oxford’s central back-up and archiving 
service 
 Free of charge to University staff and 
postgraduates 
 Automated back-ups of machines connected to 
University network 
 Copies kept in multiple places
Choosing the right tools for the job 
 Are current software and methods meeting 
your needs? 
 Sticking with old familiars can be false 
economy 
 Ask friends and colleagues for 
recommendations
Tools and technologies for managing data 
 Spreadsheets may be fine for small, 
straightforward tasks 
 More complex projects might benefit from a 
relational database 
 Microsoft Access, FileMaker Pro, etc. 
 Or a qualitative data analysis package 
 Nvivo, Atlas.ti, etc. 
 Or an XML database...
ORDS – Online Research Database 
Service 
 Specifically designed for academic research data 
 Cloud-hosted and automatically backed up 
 Web interface makes collaboration straightforward 
 If desired, databases can easily be made public 
 Designed to permit easy archiving 
 Launched in the summer of 2014 
 http://ords.ox.ac.uk/
Other data management tools and systems 
 LabTrove – an electronic lab notebook system 
 NeuroHub – an information environment for 
managing data from lab-based research 
 DataStage – a secure personalized file 
management environment 
 myExperiment – record and 
share scientific workflows 
 Taverna – for managing 
scientific workflows
Research Skills Toolkit 
 Website and hands-on 
workshops 
 A guide to software, 
University services, 
and other tools and 
resources for 
research 
http://www.skillstoolkit.ox.ac.uk/
Planning 
and 
applying 
for funding 
Setting up 
and 
starting 
work 
Project 
conclusion
What’s obvious 
now might not 
be in a few 
months, years, 
decades… 
MAKE SURE 
YOU CAN 
UNDERSTAND 
IT LATER 
Adapted from ‘Clay Tablets with Linear B Script’ by Dennis, via Flickr: http://www.flickr.com/photos/archer10/5692813531/ 
Slide adapted from 
the PrePARe Project
Documentation and metadata 
 Documentation is the contextual information 
required to make data intelligible and aid 
interpretation 
 A users’ guide to data 
 May be given at study level or data level 
 Metadata is similar, but usually more structured 
 Conforms to set standards 
 Machine readable
Documentation – what needs to be included 
• Who created the data, when and why 
• Description of the item 
• Methodology and methods 
• Units of measurement 
• Definitions of jargon, 
acronyms and code 
• References to related data 
Slide adapted from 
the PrePARe Project
Maintaining consistency 
 Agree a set of standard working practices as 
early as possible in a project 
 Method of recording what’s been done to 
data – and who did it 
 File naming conventions 
 Version information 
 Have these clearly documented, and 
store the documentation centrally
Planning 
and 
applying 
for funding 
Setting up 
and 
starting 
work 
Day-to-day 
work 
during the 
project
Long term solutions 
 Data repositories or archives offer a secure 
long-term home for research data 
 Data can be embargoed if needed 
 Databib and Re3Data.org offer searchable 
catalogues of repositories 
 Figshare offers a DIY option
ORA-Data (formerly known as DataBank) 
 University of Oxford’s institutional data archive 
 Will work alongside ORA-Publications to form a 
composite University archive 
 Long term preservation for datasets without 
another natural home 
 Plus records for data 
archived elsewhere
Planning ahead 
 Data sharing needs to be planned from the 
beginning of a project 
 With sensitive data, consent may be needed 
 Third party data may come with restrictions 
 If data is destined for a particular archive, they 
may have specific requirements 
 Do they use a specific metadata 
schema, for example?
Data licensing 
 A licence clarifies the conditions for accessing 
and making use of a dataset 
 User knows what’s allowed without asking further 
permission 
 Doesn’t exclude possibility of specific requests to 
go beyond the terms of the licence 
 Licences used for data include Creative 
Commons and Open Data Commons
Further resources
Digital Curation Centre 
A national service providing advice and 
resources for the whole research data lifecycle 
http://www.dcc.ac.uk/
UK Data Archive 
 Largest UK 
collection of social 
sciences and 
humanities data 
 Advice on best 
practice for creating, 
preparing, storing 
and sharing data 
http://www.data-archive.ac.uk/
IT Services: Research Support Team 
 Can assist with technical aspects of research 
projects at all stages of the project lifecycle 
 Help with DMPs, selecting software or storage, 
modelling data, etc. 
 But the earlier you seek advice, the better 
 For more information, see: 
http://research.it.ox.ac.uk/
Research Data Oxford website 
 Oxford’s central 
advisory website 
 University policy 
is available 
 Questions? 
Email 
researchdata 
@ox.ac.uk 
http://researchdata.ox.ac.uk/
Any questions? 
Ask now, or email us on 
researchdata@ox.ac.uk
Rights and re-use 
 This presentation is part of a series of research data management 
training resources prepared by the Research Support Team at IT 
Services, University of Oxford. 
 Parts of this slideshow draw on material produced as part of the 
Oxford-based DaMaRO Project, and on resources produced by the 
PrePARe Project 
 With the exception of clip art used with permission from Microsoft, 
and commercial logos and trademarks, and images specifically 
credited to other sources, the slideshow is made available under a 
Creative Commons Attribution Non-Commercial Share-Alike License 
 Within the terms of this licence, we actively encourage sharing, 
adaptation, and re-use of this material

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Introduction to Research Data Management

  • 1. An Introduction to Research Data Management Things To Do With Data – Michaelmas 2014 Slides provided by Research Support Team, IT Services, University of Oxford
  • 2. What does data include? “A reinterpretable representation of information in a formalized manner suitable for communication, interpretation, or processing.” Digital Curation Centre Slide adapted from the PrePARe Project
  • 3. What does data include? Any information you use in your research Slide adapted from the PrePARe Project
  • 4. What does research data management cover? Organizing Storage Preservation Documenting Sharing Choosing technology Versioning Structuring Backing up Curation Security
  • 5. Relevant throughout the research process Planning and applying for funding Setting up and starting work Day-to-day work during the project Project conclusion
  • 6. Carrots and sticks  Enable efficient day-to- day work  More time for the meat of the research process  Avoid problems in the future  University of Oxford Policy on the Management of Research Data and Records  Funding body requirements
  • 7. University of Oxford policy Introduced July 2012
  • 8. University of Oxford policy  The full policy can be viewed on the Research Data Oxford website  Research data is defined as the information needed ‘to support or validate a research project’s observations, findings or outputs’  Research data should be:  Accurate, complete, identifiable, retrievable, and securely stored  Able to be made available to others
  • 9. Funders’ requirements  Funding bodies are taking an increasing interest in what happens to research data  You may be required to make data publicly available at the end of a project  Many funders require a data management plan as part of grant applications  RDO website provides a summary of requirements
  • 10. Setting up and starting work Day-to-day work during the project Project conclusion
  • 11. Data management plans  A document created early on in a project  While planning, applying for funding, or setting up  An initial plan may be expanded later  Details plans and expectations for data  Nature of data and its creation or acquisition  Storage and security  Preservation and sharing
  • 12. Benefits of data management plans  Ask key questions before problems arise  Have time to look for solutions  Saves time and reduces stress  Many tasks are straightforward if planned from the beginning, but much harder in retrospect  A framework for ongoing review of data management practices
  • 13. DMP Online  Online data management planning tool  Can be customized according to funding body https://dmponline.dcc.ac.uk/
  • 14. Planning and applying for funding Day-to-day work during the project Project conclusion
  • 15. What storage media are in use? How about file formats? Slide adapted from the PrePARe Project
  • 16. Storage  Departmental IT support may be able to provide server space or a shared drive  IT Services’ NSMS offers server rental and management, storage on the University’s private cloud, and other storage solutions
  • 17. Data security  Is there data that needs special treatment?  Sensitive or confidential information  Commercial potential  InfoSec at IT Services can provide advice – see http://www.it.ox.ac.uk/infosec/ for more details
  • 18. Backing up is easier than replacing lost data… http://blogs.ch.cam.ac.uk/pmr/2011/08/01/why-you-need-a-data-management-plan/ Slide adapted from the PrePARe Project
  • 19. LOCKSS – Lots Of Copies Keeps Stuff Safe Keep copies in different places Can the process be automated? Slide adapted from the PrePARe Project
  • 20. IT Services: data back-up on the HFS  HFS is Oxford’s central back-up and archiving service  Free of charge to University staff and postgraduates  Automated back-ups of machines connected to University network  Copies kept in multiple places
  • 21. Choosing the right tools for the job  Are current software and methods meeting your needs?  Sticking with old familiars can be false economy  Ask friends and colleagues for recommendations
  • 22. Tools and technologies for managing data  Spreadsheets may be fine for small, straightforward tasks  More complex projects might benefit from a relational database  Microsoft Access, FileMaker Pro, etc.  Or a qualitative data analysis package  Nvivo, Atlas.ti, etc.  Or an XML database...
  • 23. ORDS – Online Research Database Service  Specifically designed for academic research data  Cloud-hosted and automatically backed up  Web interface makes collaboration straightforward  If desired, databases can easily be made public  Designed to permit easy archiving  Launched in the summer of 2014  http://ords.ox.ac.uk/
  • 24. Other data management tools and systems  LabTrove – an electronic lab notebook system  NeuroHub – an information environment for managing data from lab-based research  DataStage – a secure personalized file management environment  myExperiment – record and share scientific workflows  Taverna – for managing scientific workflows
  • 25. Research Skills Toolkit  Website and hands-on workshops  A guide to software, University services, and other tools and resources for research http://www.skillstoolkit.ox.ac.uk/
  • 26. Planning and applying for funding Setting up and starting work Project conclusion
  • 27. What’s obvious now might not be in a few months, years, decades… MAKE SURE YOU CAN UNDERSTAND IT LATER Adapted from ‘Clay Tablets with Linear B Script’ by Dennis, via Flickr: http://www.flickr.com/photos/archer10/5692813531/ Slide adapted from the PrePARe Project
  • 28. Documentation and metadata  Documentation is the contextual information required to make data intelligible and aid interpretation  A users’ guide to data  May be given at study level or data level  Metadata is similar, but usually more structured  Conforms to set standards  Machine readable
  • 29.
  • 30. Documentation – what needs to be included • Who created the data, when and why • Description of the item • Methodology and methods • Units of measurement • Definitions of jargon, acronyms and code • References to related data Slide adapted from the PrePARe Project
  • 31. Maintaining consistency  Agree a set of standard working practices as early as possible in a project  Method of recording what’s been done to data – and who did it  File naming conventions  Version information  Have these clearly documented, and store the documentation centrally
  • 32. Planning and applying for funding Setting up and starting work Day-to-day work during the project
  • 33. Long term solutions  Data repositories or archives offer a secure long-term home for research data  Data can be embargoed if needed  Databib and Re3Data.org offer searchable catalogues of repositories  Figshare offers a DIY option
  • 34. ORA-Data (formerly known as DataBank)  University of Oxford’s institutional data archive  Will work alongside ORA-Publications to form a composite University archive  Long term preservation for datasets without another natural home  Plus records for data archived elsewhere
  • 35. Planning ahead  Data sharing needs to be planned from the beginning of a project  With sensitive data, consent may be needed  Third party data may come with restrictions  If data is destined for a particular archive, they may have specific requirements  Do they use a specific metadata schema, for example?
  • 36. Data licensing  A licence clarifies the conditions for accessing and making use of a dataset  User knows what’s allowed without asking further permission  Doesn’t exclude possibility of specific requests to go beyond the terms of the licence  Licences used for data include Creative Commons and Open Data Commons
  • 38. Digital Curation Centre A national service providing advice and resources for the whole research data lifecycle http://www.dcc.ac.uk/
  • 39. UK Data Archive  Largest UK collection of social sciences and humanities data  Advice on best practice for creating, preparing, storing and sharing data http://www.data-archive.ac.uk/
  • 40. IT Services: Research Support Team  Can assist with technical aspects of research projects at all stages of the project lifecycle  Help with DMPs, selecting software or storage, modelling data, etc.  But the earlier you seek advice, the better  For more information, see: http://research.it.ox.ac.uk/
  • 41. Research Data Oxford website  Oxford’s central advisory website  University policy is available  Questions? Email researchdata @ox.ac.uk http://researchdata.ox.ac.uk/
  • 42. Any questions? Ask now, or email us on researchdata@ox.ac.uk
  • 43. Rights and re-use  This presentation is part of a series of research data management training resources prepared by the Research Support Team at IT Services, University of Oxford.  Parts of this slideshow draw on material produced as part of the Oxford-based DaMaRO Project, and on resources produced by the PrePARe Project  With the exception of clip art used with permission from Microsoft, and commercial logos and trademarks, and images specifically credited to other sources, the slideshow is made available under a Creative Commons Attribution Non-Commercial Share-Alike License  Within the terms of this licence, we actively encourage sharing, adaptation, and re-use of this material