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Strategic Planning for Digital Data Stewardship: Head in the Clouds but Feet on the Floor* Holly Shipp Buchanan, EdD, FMLA, AHIP AAHSL/AAMC, Nov. 5, 2011

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Page 1: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

Strategic Planning for Digital Data Stewardship:

Head in the Clouds but Feet on the Floor*

Holly Shipp Buchanan, EdD, FMLA, AHIP

AAHSL/AAMC, Nov. 5, 2011

Page 2: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

Rip Van Winkle

11/5/2011 Buchanan, HS: Strategic Planning for Digital Data Stewardship 2

The Rip Van Winkle Project

Awakening to a perfect storm…

Page 3: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

In Libraries

“there is a shift

from a document-centric view of scholarship

to a data-centric view of scholarship”

-S. Choudury, C & RL News, April 2010

11/5/2011 Buchanan, HS: Strategic Planning for Digital Data Stewardship 3

Page 4: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

4th Paradigm

• Empirical research

• Theoretical research

• Computational research (simulation &

modeling)

• E-Science: data intensive science that

is collaborative, networked, and data-

driven

11/5/2011 Buchanan, HS: Strategic Planning for Digital Data Stewardship 4

Page 5: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

Many Questions

• What’s the difference between e-

Science, cyberinfrastructure, e-research?

• What does the digital research cycle look

like?

• What is digital data stewardship?

• What is data curation?

• What are other academic and health

sciences libraries doing?

11/5/2011 Buchanan, HS: Strategic Planning for Digital Data Stewardship 5

Page 6: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

Must Readings • NSF: Long-lived Digital Data Collections…, 2005

• AAMC: Challenges and Opportunities for New

Collaborative Science Models, 2010

• ARL: To Stand the Test of Time, 2006

E-Science and Data Support Services, 2010

• OCLC: A Slice of Research Life, 2010

• Marcum & George, eds: Data Deluge, 2010

• Science, Feb. 11, 2011

• Alvaro, et al.: E-Science Librarianship: Field Undefined.

Issues in Sci and Techn Librarianship, Summer 2011

• Heidorn: The emerging role of libraries in data curation

and e-science, J Libr Admin, 2011

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Page 7: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

Why Plan? • Address

o Major changes or trends

o Complex topics or interdisciplinary activities

• Answer question of why we exist and what we should do to achieve our vision

• Prioritize between a variety of improvement initiatives (the library can't do everything)

• Get everyone on the same page

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Page 8: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

More Specifically

“It is exceedingly rare that fundamentally new approaches to

research and education arise. Information technology has ushered in such a fundamental change. Digital

data collections are at the heart of this change.”

-NSF: Long-lived digital data collections enabling research and education in the 21st century, 2005

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Page 9: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

Specifically, e-Science

“fundamentally alters the ways in which scientists carry out their work, the tools they use, the types of problems they

address and the nature of the documentation and publication that

results from their research”

-ARL: Agenda for developing e-science in research libraries, 2007

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Page 10: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

“Nearly all aspects of the research

library’s functions and roles may need to

change to support these new

methodologies”

-N. Rambo, JMLA, July 2009

11/5/2011 Buchanan, HS: Strategic Planning for Digital Data Stewardship 10

Page 11: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

“act locally, but participate globally”

because “there is no single, correct

strategy or approach”

- S. Choudury, C & RL News, April 2010

11/5/2011 Buchanan, HS: Strategic Planning for Digital Data Stewardship 11

Page 12: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

Truly a Perfect Storm

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Page 13: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

How are Colleagues

keeping their Heads

in the Cloud but Feet

on the Floor?

11/5/2011 Buchanan, HS: Strategic Planning for Digital Data Stewardship 13

Page 14: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

AAHSL, Oct. Survey

• Does Your Library Support e-Science

Initiatives at Your Institution?

o Yes 13 62%

oNo 8 38%

o Total 21 100%

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Page 15: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

Challenges • Lack of staff (appropriate, need to

retrain)

• Lack of funding

• Lack of time/interest

• Lack of awareness of/respect for library as partners (“they don’t get it”)

• Identifying key researchers; identifying needs

• Getting your nose in the door

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Page 16: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

Challenges, cont’d • Lack of tools to support librarians

• Institutional infrastructure, including

decentralization

• Variation across domains

• Developing bioinformatics training to

meet real needs

• University library not yet engaged

• Lack of culture/practice of data sharing

• High cost of adding metadata to datasets 11/5/2011 Buchanan, HS: Strategic Planning for Digital Data Stewardship 16

Page 17: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

Opportunities • Awareness/support among stakeholders

is building

• Working with key stakeholders on various initiatives (profiling, writing data management plans, information services)

• Success with initiatives, creating value is building credibility

• CTSC is approachable

• Assigned library liaison to research enterprise

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Page 18: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

Opportunities, cont’d

• Included in AHC strategic planning

• Ontology development

• Educational support from Regional

Medical Library

• Funding agencies are requiring data

management and sharing plans

• Main campus library is getting involved

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Page 19: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

Survey of AAHSL • August 2011 survey

• Report forthcoming by Bart Ragon and Andrea Horne

• University of Virginia

• Identify library planning and activities related to e-science, including strategies for staffing, professional development, areas of engagement and planned program development

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Page 20: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

ARL 6 Case Studies • Common Steps to Prepare for e-Science

o Identify team to develop plan for initiatives

o Inventory campus resources

o Survey research needs and attitudes

oAllocate multiple staff to support initiatives

ARL, E-Science and Data Support

Services, 2010

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Page 21: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

Skill Sets • Library and information science

expertise

• Subject expertise

• Partnerships and outreach (internal & external)

• Participating in sponsored research

• Balancing workload

- Carritano & Carlson, A Subject Librarian’s Guide

to Collaborating, 2009

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Page 22: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

GIR Digital Research Oct. Summit

• Need for resources o Data management plans

o Governance models

o Data definitions and standards

o Building a workforce with analytic/informatics skill set

• Drivers to support transition to collaborative/team-based science o Create P & T incentives

o Address publication disincentives

o Continue to evolve funding models

• Process o Communicate broadly about collaborative sciences

o Create forum to continue cross discipline conversation

o Build buy-in on an “action plan” or roadmap for academic medicine

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for Digital Data Stewardship 22

Page 23: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

UNM Case Study 1. Infrastructure/Partnership

2. Resources

3. Instruction

4. Capacity Building

A. Professional Development

B. Staffing

C. Research

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Page 24: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

1. Infrastructure • Envoy Program

• Help.UNM

• Collaboration with main campus and law libraries o eScholar Innovation Center at UNM

o Provide specialized facilities, applications and resources to promote electronic publishing, online research collaboration, shared data sets, and open access scholarship

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Page 25: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

2. Resources • Assessed HSLIC journal collection in

collaborative process with researchers

• Assessed HSLIC e-Science resources

oA Slice of Research Life

oN. Rambo & K. Butter June email to AAHSL

about member e-Science resources

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Page 26: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

3. Instruction • Biomedical Informatics Seminar Series

• Biomedical Informatics Core of

Masters in Science in Clinical

Research

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4. Capacity Building • Professional development

oMLA SIG on translational sciences collaboration

• Repurposed resources oConverted library knowledge consultant

to coordinator for evidence-based and translational science services

oConverting archivist position to data curator

oAdding a data manager

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Page 28: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

4. Cont’d • Participation in interdisciplinary

research

• Advancing our own research:

Vision2020 initiative

oCreates first academic health center

strategic plan to focus on improving a

state’s population health and health

equity as a measure of the institution’s

success

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Page 29: Strategic Planning for Digital Data Stewardship · 11/5/2011  · research and education arise. Information technology has ushered in such a fundamental change. Digital data collections

Summary • Assess capacity, human and

information resources

• Develop team skills

• Participate in sponsored research

• Re-balance workload and define priorities

• Develop strategic plan to articulate your role in institutional e-Science initiatives—remember, keep your head in the clouds but feet on the floor

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