DuraSpace/ARL/DLF E-Science Institute MacKenzie Smith David Minor 1 History • Based on ARL and ACRL’s successful “Institute on Scholarly Communication” • Initial idea floated for eScience in 2010, tremendous response • 2011: Run by ARL with sponsorship by DLF, limited to ARL Libraries • 2012: Run by Duraspace with sponsorship by ARL and DLF, wider audience Attendees • 2011: 77 institutions (6 from UC) • 2012: 22 institutions (2 from UC) 2011 Attendees Arizona State University Libraries Bibliothèques de l’Université de Montréal Boston College Libraries Brigham Young University Library Brown University Library Colorado State University Libraries Columbia University Libraries Cornell University Dartmouth College Library Duke University Libraries Emory University Libraries Georgia Institute of Technology Library Indiana University Libraries Bloomington Iowa State University Library MIT Libraries McMaster University Libraries New York University Libraries North Carolina State University Libraries Northwestern University Library Ohio State University Libraries Oklahoma State University Library Pennsylvania State University Libraries Princeton University Library Purdue University Libraries Queen’s University Library Rice University Library Rutgers University Libraries Stanford University Libraries Temple University Libraries Texas A&M University Libraries Tulane University Library University Libraries of Notre Dame University of Alabama Libraries University of Alberta Libraries University of Arizona Libraries University of British Columbia Library University of California, Berkeley Library University of California, Davis Library University of California, Irvine Libraries University of California, Los Angeles Library University of California, Riverside Libraries University of California, San Diego Libraries University of Chicago Library University of Colorado at Boulder Libraries University of Connecticut Libraries University of Delaware Library University of Florida Libraries University of Hawai'i at Manoa Libraries University of Illinois at Chicago Library University of Illinois at Urbana-Champaign Library University of Iowa Libraries University of Kansas Libraries University of Kentucky Libraries University of Louisville Libraries University of Maryland Libraries University of Massachusetts Amherst Libraries University of Miami Libraries University of Minnesota Libraries University of Nebraska-Lincoln Libraries University of New Mexico Libraries University of North Carolina at Chapel Hill Libraries University of Oregon Libraries University of Ottawa Library / Université d´Ottawa University of Pennsylvania Library University of Pittsburgh Libraries University of Rochester Libraries University of South Florida Libraries University of Tennessee Libraries University of Toronto Libraries University of Utah Library University of Washington Libraries University of Waterloo Library University of Wisconsin-Madison Libraries Virginia Tech Libraries Washington University in St. Louis Libraries 4 2012 Attendees • Brandeis University • Case Western Reserve University • George Mason University • Georgetown University • Harvard University • Kaiser Permanente Center for Health Research • Miami University • National Research Council Canada • Oregon Health & Science University • Oregon State University • Pacific Northwest National Laboratory • Texas Medical Center Library • University of Arkansas • University of California, CDL • University of California, Merced • University of Cincinnati • University of Guelph • University of Manitoba • University of Michigan • University of Rochester • Wayne State University • Yale University Institutional Teams Up to 3 members total, with a single designated “lead” and point of contact Recommended team profile 1. Associate Director Collections, Information Resources, Scholarly Communication, Technology, Research Services, etc. 2. Data or E-Science librarian 3. Non-library participant Science/research faculty or center director, CIO/IT Department director, Research Computing director, etc. 6 Institute Faculty • Chris Shaffer - University Librarian, Oregon Health & Science University • Mike Furlough - Associate Dean of Research and Scholarly Communications, Penn State • Jake Carlson – Data Services Specialist, Purdue University • David Minor – Director of Digital Preservation Initiatives, UC San Diego Library • Charles (Chuck) Humphrey - Head of the Data Library at the University of Alberta (2011) • Nancy McGovern - Head, Curation and Preservation Services at MIT Libraries (2011) • MacKenzie Smith – University Librarian at the University of California, Davis (2011) What is The Institute? A dynamic learning process designed to help research libraries define a strategic agenda for supporting e-research in the context of their local institution and with a particular focus on the sciences. Continues Library Mission “collect, preserve, and make available to scholars a documented record of research, and to provide environments suitable for study and learning.” • Map current services and resources to escience support • Envision new services and new resources that support e-science within the mission scope of a research library • Build new partnerships and collaborations within and across institutions. 9 The Data Life Cycle A note on definitions Strategic Agenda – A set of coherent and aligned strategies that an organization identifies and which serve as an organization’s platform to guide the development of a strategic plan. Strategic Plan – A detailed implementation process, focused on making decisions and allocating resources to pursue identified strategies. Strategic Agenda Creation • Institutional Context and Assumptions? • Library’s Aspirational Goals and Priorities? • Prioritize Possible Activities, e.g. – – – – – – – – – – Data curation Scholarly communication Virtual organizations Physical space Organizational development Funding Policy Developing collaborations Collection development Technical infrastructure 12 Strategic Agenda Template I. Background II. Opportunities to align with strategic priorities III. Risk assessment of opportunities IV. Organizational implications V. Next steps ARL/DLF E-Science Institute 13 Introduction & Launch Theme: Identify Core activity: Self-Assessment Survey Module 1: Context Theme: Familiarize Core activity: Interviews, etc. (fill gaps in scan) Module 2: Building Blocks Theme: Analyze Core activity: Feasibility assessment Module 3: Capstone Theme: Connect & Assemble Participate in capstone event Follow up Theme: Measure Deliverable: Deliverable: Environmental Scan -preliminary- Environmental Scan -iterative versions- SWOT Analysis Deliverable: Deliverable: Develop program… Strategic Agenda (with revisions) Your implemented program / services… Deliverable: ARL/DLF E-Science Institute 14 Context Module • Defines e-science, e-research, and the library’s potential role; readings and community building exercises. Begins work on self-assessment survey, from which the agenda will be built. • Introduction to the local landscape to understand where institution/library is positioned in e-science and who are the key players; stakeholder interviews and/or surveys, research on current activities and collaborations, identifying current research-related policies, e.g. IP ownership, IRB, data retention rules, Open Access policies. 15 Building Blocks Module • Introduces strategic agenda components. • Identifies where the local institution/library wants to be positioned for e-research support in the sciences, with what barriers and potential collaborations. • Contains a Strengths/Weaknesses/Opportunities/Threats (SWOT) analysis. • Introduces organizational change, sustainability, and new policies. 16 Capstone Events • In-person, two day event for institutional teams during which they write a draft strategic agenda for their library • Emphasis on collective understanding of the agendas and how collaboration helps achieve goals more effectively 17 Follow-up • How do individual institutions continue their planning process? • How do institutions collaborate to accomplish agenda goals? • What role can the eScience institute play in these processes? (http://connect.clir.org) Thanks David Minor minor@sdsc.edu