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Notes from the first New England RDM Roundtable Discussion

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Submitted by Donna Kafel, Project Coordinator for the New England e-Science Program, donna.kafel@umassmed.edu

The inaugural New England Research Data Management Roundtable was held last Tuesday, August 18th at the Du Bois Library at the University of Massachusetts Amherst campus.  This roundtable is the first in a planned series of roundtable discussions targeted for New England librarians who are engaged in research data management services or who want to learn more about data librarianship. Sponsored by the National Network of Libraries of Medicine, New England Region, the NE RDM Roundtables will provide opportunities for New England librarians to compare notes, ask questions, share lessons learned, explore new working models, acquire fresh ideas for their workplaces and develop new partnerships.

This particular Roundtable event was specifically intended for librarians in the RDM Community of Practice, i.e. librarians who are currently actively engaged in planning and/or delivering RDM services. (Note:  future NE Roundtables will also be planned for an RDM Community of Interest). It was also preceded by a tour of the Massachusetts Green High Performance Computing Center in Holyoke, MA. Twenty four librarians from multiple institutions, including four of the five University of Massachusetts campuses, University of Connecticut, Boston University, Boston College, Harvard, MIT, University of New Hampshire, Brandeis, Northeastern, Mt. Holyoke, and Drexel University discussed the topic “Organizational structures for research data management services at our institutions.”  Attendees were divided into five tables with four to five other attendees per table.  At each table a member of the NE Roundtable planning team served as moderator for the discussion. The program was divided into two 45 minute sessions. During the first session, the discussion topic was structures within the library for delivering RDM services. The second session focused on partners on campus that support RDM services.  The discussions revolved around specific questions.  Time was given between the two sessions and at the end of the second session for each roundtable to report out.

Feedback on the Roundtable event has been quite positive. Attendees have noted that they like the opportunity to hear what their colleagues are doing and to discuss RDM issues, challenges, strengths, and their libraries’ service models. The New England e-Science Program plans to coordinate future Roundtables three times a year. Topics for these roundtables will be based on attendee recommendations.

The following is a summary of questions and bulleted attendee responses and comments from the Roundtable Discussion tables. For Topic 1 questions 3-6 and Topic 2 questions 1-5, the bulleted responses are grouped by theme.

Topic 1:  Library Structures for Delivering RDM Services

1.  What is the current structure for data management services at your library? What staff is involved and what are their relationships to each other and the work?

  •  Library director appointed a non-librarian project manager to be DM liaison between Office of Research and the Library. The library is not providing DM services but is incorporating “digital measures”—digitizing faculty CVs for all time (historical)
  •  Small undergraduate science library just starting out in RDM, no organizational structure yet. Science librarian has been assigned the DM role recently and is learning. He gave presentation about RDM with 2 other librarians to faculty.
  • Engineering and Data Services librarian started a year ago. He oversees all aspects of data services in library. Other librarians are involved –science librarian as liaison to science faculty and NE e-Science program, metadata  librarian for help with metadata and ontologies, and Systems dept for software support (such as DMP Tool).
  •  An  eScience team made up of three  librarians from the Science Library led by one of these three.
  •  Working group made up of librarians from different disciplines and systems librarian. Most librarians involved are science/engineering, and  IT is involved.
  • Large research university library has had a DM task force for “way too long.” This includes librarian representatives from special collections, science library, social sciences, library systems, scholarly communications that is coordinated by the director of the science library. Having a DH librarian on team has helped the team not to focus exclusively on STEM fields.
  • Private academic health sciences library has DM working group with reps from the library/archives/research labs, postdocs, IT. The group meets 6x/year.  The working group would like to hire a data expert to focus on archiving large longitudinal study
  • Has Library Data Services Advisory Group, which started 1 ½ years ago. The group is made up of scholarly communications librarian, IR librarian, Associate Library Director, two outreach librarians, Head of Office of Sponsored Research, and representative from Research Computing.

2.  How did this service begin and how has it changed over time?

  • Service did not begin at small public university until data services librarian started. It has changed with tweaks to the library’s Data Workshop series for faculty, PhD students and some staff, has RDM libguide based on NSF requirements, slightly customized DMP Tool
  •  Started in 2012 with E-Science Institute, an RDM services working group began last year (includes ~ 12 people—IR librarian, desktop services, 3 dept liaisons (science, soc science, and gov docs), and academic technology, analysis expert
  • Started somewhat informally several years ago by three science & engineering librarians who co-created an RDM libguide. Always been more of a collegial staff than a hierarchical one. Some team members are specifically part of the Data and Specialized Services Dept.
  • Got started by teaching workshops a while ago, were more successful with grad students than faculty.
  •   Started since the ARL “Future of Science Librarianship” conference, the library formed a team of subject specialists, scholarly comm. librarian sits in.

3.  What strengths does your library have related to data management and how did you fill them?

Staffing

  • Has a dedicated RDM fellow
  • Has a dedicated RDM librarian
  • University is small enough so that small library team can manage all requests, enough background among library staff to serve most of population. Research population tilts more toward the natural/physical sciences so there are fewer disciplines to keep abreast of.
  •  Library has expertise in metadata services, building collections, describing information, enabling access. Staff is dedicated to helping faculty/students/staff. The library has a vision to create RDM jobs among the library staff.
  • Some capacity for more in-depth consultations
  •  Focused team approach, specialized knowledge plus shared responsibility

Infrastructure

  •  Library invested in infrastructure to support researchers—e.g. repository, research computing
  • Has a Data  & Specialized Services department
  • Lots of varied expertise in large research university
  • Strong IR
  • A merged department with IT is very useful as IT people have good ideas about implementing DMPs
  • New library administrator has strong RDM background and is committed to growing library RDM services

Perception of Library

  •  Library has established a good reputation through IR
  • Library has existing working relationships with campus constituencies
  • Good working relationship with Office of Research

Outreach

  •  Developed short “quick bites” RDM introductions instead of long workshops
  •  Broader committee brings in stakeholders across campus (IT, sponsored programs)
  •  Getting the word out to the community, having services that resonate with users, built relationships with researchers
  • New library administrator has strong RDM background and is committed to growing library RDM services

4.  What weaknesses does your library have related to data management and how do you address them?

Uncertainty

  •  Not sure if there are needed RDM services that the library is not aware of
  • Struggling with a campus wide lack of cohesive outlook on RDM that makes for confusion
  •  Defining data management—it means different things to different people
  • Haven’t been able to get researchers and students to enroll in library’s RDM courses
  • No courage to stop doing what we’ve been doing for 20 yrs—e.g. reference shifts, low level
  • Not clear how to avail expertise from the librarians who are outside of the data services team
  • Instruction

Staffing

  • Short staffing limits what library can do
  • Many liaisons are more focused on collections, don’t see relevance of RDM services or are fearful of change
  • No central focused person to head library’s RDM team
  •  Members of RDM working group can’t dedicate time to work with liaisons

Infrastructure

  •  Lack of RDM policies (common among many institutions)
  •  Lack an institutional repository or a holding center for data in progress
  • Lack of funding

Outreach

  • Trying to initiate new library services as a lower level staff person—need support of library administrators and their involvement in securing campus buy-in
  • Difficult to bring researchers together on a Balkanized campus
  • Isolation from researcher community that library serves

5.  What are your main program elements for data management services in the library and how do you conduct them?

RDM Working Groups (see descriptions of working groups in question 1)

Instruction

  • Developed LibGuide (noted by multiple individuals)
  • Data Management Workshop series-an overview of RDM theory and applications—hour long sessions that are held 1-2x/week; LibGuide, DPM tool, Consultation Services by appt.
  • DMP Consultations
  • RDM team is made up of several librarians who consult on DMPs
  • Library offers consultations, workshops, conducts training during Responsible Conduct of Research sessions

Archiving

  • Archiving older data sets, got a CLIR grant for collection of data, archiving a large longitudinal study of child health and clinical data, trying to hire a data person to focus on this.

Outreach

  • Work with Office of Sponsored Research to find out new grants and reach out to PIs

 6. What would you like to be doing (as a library and as an individual) related to data management that you are not doing now?

Institutional Involvement

  • Have a seat at the table—a place in the formal campus structure where decisions on infrastructure and services are made
  • Collaborate with Digital Humanities
  • Have contact with research team throughout grant and project cycle

Infrastructure

  • Create a data IR (one library noted goal to use Dataverse for its data IR)
  • Create an infrastructure similar to Purdue where library is the portal and telling the story and IT provides the infrastructure and the Library works closely with Office of Research on compliance
  •  Track where data is going

Staffing

  •  Would like to get more liaison librarians involved with data management
  • Have a dedicated librarian who is a focal point for RDM

Education

  •   Have RDM training incorporated into 1st year grad student requirements
  •  Conduct RDM training in conjunction with Responsible Conduct of Research training
  • Get an RDM course into the curriculum

Topic 2: Collaborations on Campus

1. Who are your current partners on campus?

Uncertainty and problems

  • In early stages, trying to learn as much as possible
  • Not sure where this is going
  • We’re trying to figure out what to do next
  • Very do-it-yourself and there are pockets everywhere
  • How do services connect when there is no commitment to collaborate?
  • Until there is a policy behind it, they will not fund/go further
  • Recognize a need for campus-wide “thing” but getting it moving – what do researchers what?
  • Always library initiated
  • When personnel change, connections change; developing relationships takes time
  • Keep liaisons in the loop when working with faculty
  • Sometimes faculty don’t come to the library or know of services, many are doing it on their own
  • We’re making headway
  • With IT and sponsored research, it can be one-sided and difficult at times
  • Some campus admins are on board, some are not

Planning and ideas

  • Library is the one thinking about this, talking with potential partners
  • Services being offered: consultations, education, websites
  • Library has back-channel communication with IT staff
  • Repository available for some but not all institutions
  • Going to create a team
  • Putting together meeting of stakeholders on campus
  • Partnerships are in their infancy. We want to reach the full community
  • Survey on data needs
  • We are doing the DMP Tool
  • Considering a campus data summit
  • Connections from open access policy are useful for data management policy/ practice discussion
  • Ongoing discussion about campus infrastructure
  • Finding ways to get to the faculty
  • Relationships can lead to partnerships
  • Partnerships stem out of just talking to other people
  • Helps to have culture of open doors, availability to at least discuss
  • Academic computing relationship is informal to semi-formal
  • Referrals from Office of Research, this is a collaboration “waiting to happen”

Actual Partnerships:

  • Research computing
  • Office of research site–links to library data services
  • Policies for data ownership and management
  • IT
  • Working on DMP Tool single sign-on
  • repository
  • co-host meetings for faculty
  • host ELN jointly
  • workshop participation, such as on data security & active storage topics
  • Post-Doc office
  • Office of sponsored programs
  • info for libguides
  • funding policies
  • info about grants currently funded on campus
  • access to dmps already written
  • instruction for DMP Tool
  • Labs & offices
  • small scale instruction
  • data to ingest into repository
  • IRB
  • workshop on how to write proposal, including DMP training
  • training in specific areas
  • Grad student office
  • instruction and orientation, for example on cloud storage
  • eScience institute
  • building training modules
  • Scholarly communications office
  • open access
  • public access policies
  • IR
  • Office of general council

2.  On what programs do you collaborate with campus partners?

DMP’s:

  • Customizing the DMP Tool
  • DMP consultations

Presentations:

  • Co-presentations with sponsored programs
  • Co-presentations with scholarly publications
  • Outreach – visit seminars and institutes
  • Tech fair – library repository

Services:

  • Three services: webpage, consultations, education.
  • Three data services: consultations for DMP’s or general data management topics; education and training; and data archiving either in data repositories or in our institutional data repository

Websites:

  • Have a data management libguide
  • Data Services webpage
  • Webpage for services  – spells out what we mean by RDM; points people to the different contacts on campus for data lifecycles; everything in one place

3. Who would you like to collaborate with?

  • IT
  • Faculty
  • Building collaborations with faculty
  • Faculty are interested in library supporting them and being involved; some elements are there

Sponsored Programs

  • We’d love to hear more from OSP; there are often time constraints
  • Sponsored projects workshops

Office of Research

  • “Research day” – compliance

Workshops:

  • Workshops / outreach
  • DM workshop series
  • Copyright classes to graduate students

Other

  • Data management for active research, for example ELN
  • It would be great to have a university level strategy
  • Get a partnership with preservation
  • A data board that could help with developing services
  • Webpage to point people to certain areas
  • Stakeholders – would like broader outreach, a unified group across campus
  • New faculty institute – IRB, funding/grants/DMP’s

  4.  What are the roadblocks?

Perception of Library

  • Being seen as being credible and useful. Libraries are seen as having a certain skill set. Need to have conversations and advocates in higher places – i.e. Provost. There’s a disconnect sometimes in terms of what people know of services in library.
  • Perception of library as rare books room
  • People do their own thing and don’t depend on library

Policies

  • Research data policy/ lack thereof
  • No policies & policies that do exist people do not know about
  • Pass a policy but can it be implemented, is it realistic in what the library/institution can do?
  • No buy-in due to “high up” (policy driver)

Staffing

  • IT layoffs
  • Turf wars, territoriality (we can do this ourselves)
  • Staffing stability
  • People saying something will happen by a date and it not
  • Turnover of staff / loss of staff positions can put a hold on things
  • Personalities can be a problem
  • Campus IT can be hard to communicate with

Funding

  • Limited capacity for new services
  • Lack of consistency of funding
  •  Lack of structure/organization
  • Other departments have other agendas, similar issues but different priorities. Timing can be an issue to work with people on different schedules
  • Getting PI’s on board, they all do things differently
  • PI’s may train lab really well in DMP, others do not
  • Different needs for different researchers
  • Decentralized means different parts don’t always communicate

Vocabulary

  • What does language mean? Ex archiving, DM services. Have to define terms and how you are using them, controlled vocabulary

5.  What support is needed from the library or the institution?

On campus

  • High level support / promotion
  • Infrastructure – e.g. ELN, repository
  • People network
  • What are other stakeholder desires & interests? Know enough about campus to make solutions
  • Institutional view of issues
  • Repository

In library

  •  Quality metadata requirements need repository librarian –
  • Need more support for archiving & storage
  • Problem is librarians want to take on tasks / have to take on tasks but cannot give something up.
  • Communicating with peers – learning what else is happening
  • What about Social Sciences & Humanities?
  • Library management has been helpful
  • Professional development from the library
  • Help from the library to make connections

6.  What external support is needed?

  •  Professional development to broaden knowledge (like this!)
  • Listserv of this group
  • STS listserv is helpful but don’t brand as discipline specific
  • How to host NE region listserv?
  • Sharing experiences & training with other librarians
  • Short videos on technical subjects, like bit rot, preservation of videos, subject repository vs. local storage

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