Roadmap

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University of Western Sydney eResearch team plan / roadmap 2013-2015

University of Western Sydney eResearch team plan / roadmap 2013-2015 by Peter Sefton, Peter Bugeia, Andrew Cheetham, Sarah Chaloner and Toby O’Hara is licensed under a Creative Commons Attribution-NoDerivs 3.0 Unported License. © University of Western Sydney

About this document

This document represents the plan for eResearch team operations and projects from 2013-2015. It was approved by the eResearch Steering Committee in June 2013

Plan Summary

eResearch, which broadly speaking is the application of advanced IT and communications technology to the pursuit of research is vital to being competitive in research of all kinds, but particularly domains where working at internet-scale is key to research outcomes. This includes climate change research and a wide variety of other scientific endeavours as well as the Digital Humanities, where UWS is building capability. The eResearch portfolio also embraces basic essential infrastructure for data management and reporting, which is key to researchers’ compliance with the Australian Code for the Responsible Conduct of research, and with predicted changes to funding-body policies. There is basic information on eResearch at UWS at the eResearch web site.

This roadmap also provides an indication of expected growth and uptake of the services described. This will be used as a benchmark to plot progress. Budget requests and expected needs are based on these growth estimates.

The following diagram shows how ITS, eResearch and other stakeholders will support eResearch infrastructure for UWS, with shared generic infrastructure at the bottom, and discipline/project specific tools and services at the top.

The eResearch unit at UWS is currently resourced as a small consultancy reporting to the Pro Vice Chancellor, Research. The team aims to catalyse developments in eResearch, and as such does not take an operational role in providing IT services, but liaises between the major support services for research; Information Technology Services (ITS), the Library, the Office of Research Services and the research community to drive the adoption of eResearch practices and build eResearch infrastructure.

The eResearch team will continue to play a lead role in driving infrastructure projects, in the three major strands of eResearch, data management, computing, and collaboration services. 2013 will see the start of a change-management process to promote the use of eResearch tools and techniques to researchers, as the infrastructure projects come online.

Note: the use of the word services throughout this document emphasises that we are talking about much more than computing infrastructure here. eResearch projects all include integration with institutional processes, service desk, service catalogue etc as appropriate to a core business system.

Relationship to UWS research plan

.

The proposed eResearch Roadmap (eRR) supports and enables the four objectives of the UWS Research Plan 2012-14.

Objective 1 – Increase external research income to the University

Attracting research income requires reputation and track record that is visible; Pillar 1 provides access to and exposure of both publications and research data both in the UWS research publications repository1 and in the ANDS Research Data Australia (RDA)2. Automated feeding of data sets to RDA is being provided by the ANDS funded “Seeding the Commons” project3.

Objective 2 – Increase the number of fields of research at UWS operating above or well above world standard

Similarly, quality research requires exposure, as in Objective 1. In addition, researchers should be able to concentrate on their research rather than on the tools required to undertake the research, analysis and storage of data. Pillars 1 & 2 support researchers trough the application of automated tools (eg the ANDS funded “Data Capture” project4) and seamless access to high performance compute facilities with associated data storage access.

Objective 3 – Increase the number and concentration of funded research partnerships

Research partnerships are vital to extend the University’s research penetration and impact. Pillar 3 provides the collaborative tool required to enable and support rapid and effective collaboration regardless of geographical and temporal separation. A fine example is the recently acquired NeCTAR grant ($1.3M) to set-up and implement a Virtual Laboratory for the multiple partners in the project: Above and Beyond Speech, Language and Music: A Virtual Lab for Human Communication Science (HSCvLAB)5.

Objective 4 – Ensure UWS attracts and graduates high quality HDR students to its areas of research strength.

HDR candidates now have a much higher level of expectation for modern collaborative tools as well as access to high speed and quality compute and analysis capabilities. Pillars 2 & 3 both provide these tools and services to ensure that UWS presents an attractive and technically advanced research environment for HDR candidates.

Summary of Projects

The summary table below shows infrastructure projects to deliver eResearch services, starting in a staggered fashion, over the period from 2011 to 2015.

Operational support for these developing services will largely rest with ITS, ORS and the Library. During this time, eResearch will expand into areas it is currently not able to address via a new institutional change-management project: promoting eResearch practice throughout the UWS research community, and providing a development service to help groups adopt eResearch tools.

2011

2012

2013

2014

2015

Research Data Repository

Interim strategy

Pilot rollout

Basic storage service available to all UWS

Integrated service established

Integrated service established across all-three infrastructure pillars with staff and student development programs in place

Computing

ad hoc

Interim strategy

Collaboration

Virtual Research Environments”

ad hoc

ad hoc

Scoping study

Pilot rollout

UWS eResearch culture

ad hoc

ad hoc

Roadmap for eResearch support

Program establishment

In scope for eResearch as of 2013

At this stage the main focus is on operationalizing support for eResearch. At current capacity the group can:

  1. Lead infrastructure projects which will build capability in our stakeholders, resourced using UWS, and/or external funds, such as the Research Data Repository (ITS budget) and Australian National Data Service (ANDS) projects. A three-year plan for infrastructure projects is set out below.

  2. Assist in IT procurement and deployment for researchers, for example in sourcing research data storage and computing resources.

  3. Provide advisory services, for example assisting with grant writing, sitting on selection panels for technical staff to support researchers.

  4. Serve on project steering committees for eResearch projects (for example the MARCS Institute-led NeCTAR virtual laboratory).

  5. Assist in selecting and developing technology that has an impact on research, for example assisting with the current review of repository systems being conducted in the library.

  6. Coordinate Intersect NSW consulting activities:

    • Small projects conducted by Intersect as part of the eResearch Analyst service they provide.

    • Short training courses available to members on request.

    • Additional paid consulting. Examples include setting up a High Performance Computer for IIE, and writing a data management plan for HIE.

  7. Act as mentors on undergraduate Computer Science projects to encourage development of software.

Of the above, the major focus is on (1) as solid IT and organisational infrastructure is the basis for good eResearch practice.

New activities starting 2013

Subject to the level of staffing provided in the 2013 budget, the following activities will commence:

  1. Outreach, change management and training to promote eResearch:

    1. Systematic development and deployment of professional development programs across the university, for example training in eResearch methods for Higher Degree by Research Students (HDRS) and their supervisors.

    2. Coordination of technology user groups, seminars, workshops and interest groups to drive eResearch practices. This could include:

      1. Research computing user group.

      2. Reproducible research practitioners network.

      3. Digital humanities interest group.

    3. Communications via university channels

    4. Evangelising eResearch, as services delivered by projects come on-line.

    Resourcing: The budget submitted for 2013-2015 for eResearch includes an eResearch outreach role.

  2. Driving adoption of eResearch by rolling out high-impact eResearch tools to key research groups. Adapting eResearch tools (for data management, analysis, visualisation and modelling, as well as communications) for use at UWS. Deploying the growing array of tools that have been funded by the Australian National Data Service ANDS and now NeCTAR.

    Resourcing: There is very limited capacity to pursue this without additional technical staff, but as the basic data management, compute and collaboration tools are established that will free the two eResearch technical staff to work on this strand.

  3. Direct eResearch collaboration, such as:

    1. Developing software for research projects

    2. Detailed collaboration with researchers on specific research projects.

    Resourcing: this class of activities is best done at the institute or research centre level; there is precedent for this in recent efforts in the Hawkesbury Institute for the Environment hiring a data manager and Short & McCarthy’s proposed research centre in the Digital Humanities which includes two software developers with a dotted-line report to eResearch. Below we present matrices that show a coordinated approach to building eResearch capability across the major stakeholder groups.

Detailed view of projects

There are three eResearch infrastructure ‘pillars’.

  1. Data management: storage, data catalogues

  2. Computing: high performance computing, cloud computing for analysis, modelling and visualisation.

  3. Collaboration tools: virtual labs, virtual research environments.

In 2011 the eResearch team developed an Interim Strategy for a Research Data Repository, which is now established as a formal project, with a steering committee chaired by a representative of the PVCR.

For each project there is a timeline showing a broad-brush picture of the developing service, as well as a table listing the impacts and budget implications on various stakeholder groups. These are all in draft and for discussion.

It is important to keep in mind the interconnectedness of the three ‘pillars’ as each component will influence the other. Some overlap will exist, such as inserting a standardised file sharing (collaboration) layer within the UWS Research Data Store. The current budget proposal is to for three strands of project based activity:

  1. Basic funding for storage and computing infrastructure growth which is essential maintenance of the services established by the RDR project.

  2. A continuation of the RDR project with a scope that will cover not only more services in Pillar 1, data management but integration with computing services (Pillar 2) and some basic collaboration services (Pillar 3).

  3. A project to scope the provision of one or more collaboration services (AKA VREs or Virtual Research Environments). This will produce best practice guidelines for collaborating using existing tools, and produce a more detailed roadmap for investment.

  4. A fourth strand will be undertaken using eResearch resources, to establish eResearch within the university.

Short business cases are being produced for the first three projects above – once those bids are finalised the approved versions will be added to this document.

Once the timelines for each project are established it will be possible to show an overall roadmap.

Data Management Pillar

The Research Data Repository (RDR) provides the infrastructure and the catalogue function for researchers to be able to store, share, cite, and archive research data, in accordance with policies, requirements, and best data management practices. Included are the services and information required to define, promote, and provide the RDR to researchers.

  1. Build services and acquire software to identify, capture and manage key research data in institutes, research centres and schools from its time of creation to archiving, dissemination and citation, allowing world-class high profile research that is visible and will score highly in current and future research metrics as well as ensure compliance with relevant codes.

  2. Link managed research data storage to flexible on-demand computing services to enable research data processing, analysis, modelling and visualisation.

  3. Provide essential basic collaboration services at the data and computing level, allowing UWS researchers to establish partnerships within Australia and globally (OBJECTIVE 3, research plan).

It will be rolled out over the next few years and firmly established by mid 2013. Full adoption for large numbers of users will take time, partly because of the length of the research lifecycle, such as the time between preparing grant applications and finalising projects or the timespan of a PhD over several years.

The RDR is projected to grow as follows:

The chart below displays the same information as the table above.

These estimates assume that there are a number of latent potential users who have sufficient connections to eResearch by word of mouth, who will also immediately see the value of the service and begin using it. Following 2013, additional users will be brought in through concerted communications and further word of mouth, but the growth may be slower. It is also impossible to estimate the use in terms of storage size, as large teams may have small data storage needs (their data does not consume as much storage space), and small teams may have large data storage needs.

Roadmap

Milestones

2012

Project established

RDR budget for 2013- 2015 approved

New infrastructure for research data storage

Existing ad hoc services ported to new infrastructure

Basic “R Drive” services via ITS Service Desk

Data collections identified for inclusion in the Research Data Catalogue

Working Research Data Catalogue with data collections described and sent to Research Data Australia (per Australian National Data Service requirements).

Integration between the Research Data Catalogue and the Research Data Store

  • Includes file watcher capability for automated discovery and triggering of data collection for archiving

Trial integration between Research Data Catalogue and easy to use file-sharing tech (eg Dropbox.com)

Data Capture app (1) at HIE which will feed data and data descriptors to the Research Data Store and the Research Data Catalogue

Material explaining and promoting good data management practices (including use of RDR to meet many best practices requirements)

10 or more Pilot research group users

Recruitment via selection of research projects with internal grants or projects of strategic importance

2013

Promotion of Basic “R Drive” services across UWS

Procurement of additional storage

Finalise Research Data Catalogue support strategy

Integration of the RDSI to the Research Data Catalogue

Integration of additional file-sharing technology

Integration with the Compute strategy (standard approach for UWS provided compute and storage)

File sharing and collaboration layer for the Data Store

Research Data Catalogue functional improvements (eg researcher interface, improved integration, improved automation)

Draft storage and data archive strategy

Data Capture applications fit for use within three (3) institutes, such as HIE, MARCS and IIE

Recruitment of users via external grant processes

Data management plans for four (4) Institutes or Schools, such as HIE, MARCS, IIE, and SCEM.

Strategy for constructing a revised UWS Data Management Policy

2014

RDR is “Business as usual”

RDR strategy for storage and access of data under ethics restrictions in place

Researcher interface improvements – automated data discovery and descriptions ready to review and submit

Data Catalogue maintenance and support

Finalise and implement data archive strategy

Procurement of archive infrastructure

Integrated with computing resources

Draft Needs Assessment Tool – to be integrated with ITSM (ServiceNow) as a submittable

Draft Data Management Policy

Strategy for discovering and including historical data – extraction project

2015

Integrated with computing and collaboration projects.

Data Catalogue maintenance and support

Researcher Needs Assessment Tool finalised and implemented

eResearch consulting formalised around the Needs Assessment Tool

Data Management Policy implemented

Implementation of historical data extraction project

Stakeholder impacts

UWS group

Impact

ITS

Service established to provide storage in simple and medium complexity scenarios.

Library

Library to manage RDC

Research data librarians will continue to work with stakeholders

Integrate RDC with the Institutional Research Publications Repository and associated workflows

ORS

Incremental changes to ORS systems

Intersect / AERO

No direct impact.

eResearch team

Product owner of RDR as proxy for PVCR.

Institutes

Each institute will have some direct data-capture for key research data flowing through to the catalogue and archival storage.

Schools

As per institutes, above.

Computing Pillar

Peter Bugeia of Intersect is developing an interim UWS Research Computation strategy which will recommend changes to the way high performance computing service, servers, desktop and laptop computing, and software licenses are procured and provided to researchers. The computing strategy will also look at IT service integration with the research project lifecycle and existing ORS systems and processes.

A key objective of the strategy and resultant project is to provide easy pathways for researchers to identify and obtain the computing environment, software and technical support they need to do their research.

Benefits are expected to include:

  1. Researchers will be able to focus their efforts on their research rather than worrying about the infrastructure.

  2. Better infrastructure planning and budgeting made possible through early identification of research project computational requirements.

  3. Greater consolidation of computational infrastructure with economy of scale benefits.

  4. Co-ordinated access to external cloud and supercomputing computing facilities.

UWS Research Computing resources are projected to grow as follows:

The chart below displays the same information as the table above.

In order to estimate in a consistent manner, the following equivalents have been applied:

  • 1 high intensity virtual machine = 2 medium intensity virtual machines

  • 1 low intensity virtual machine = 0.5 medium intensity virtual machines

Virtual machines are considered the best measure for growth, as there may be small research teams using several virtual machines, or large research teams that only need one high intensity machine; however, the number of researchers is also estimated, to be able to plot user uptake.

These estimates assume that there are a number of latent potential users who have sufficient connections to eResearch by word of mouth, who will also immediately see the value of the service and begin using it. Following 2013, additional users will be brought in through concerted communications and further word of mouth, but the uptake may be slower.

Roadmap

Milestones

2012

Interim strategy endorsed,

Research Computing Strategy 3-year project budget approved in principle.

2013 project budget approved

2013

Project governance in place

Project resources in place

Project scope, project plan established, project kicked off

IT services identified

Modifications to RHESYS scoped and implemented

ORS operational changes established with linkages to new IT services

Research Project Computing strategy templates established

Existing research software licences reviewed and renegotiated

Additional researcher software licences identified, migrated, agreements negotiated

Establishment of 1 to 3 researcher user groups around researcher software.

5 to 10 research projects with a computing strategy defined

10 to 30 researchers using virtual environments to fulfil their computing needs

An increase in the number of researchers using national supercomputing facilities to fulfil their computational needs.

Development of a “research computing” induction training module

On line resources which researchers can access to inform and assist them with obtaining research computing.

Research groups with special needs defined.

2014

All new research projects with a computing strategy defined

Integration with the Research Data Repository project

Increased use of virtual desktops and servers by researchers

Establishment of a best-of-breed research software register

Increased researcher self-service provisioning of computing infrastructure

Increased self-help and cross-discipline user groups

2015

Further deployment TBA.

Stakeholder impacts

UWS group

Impact

ITS

Service catalogue for computational requirements

New service-desk scripts.

Additional service calls from researchers.

Service requests auto-triggered by ORS systems.

Possible Introduction of a researcher self-service provisioning model using software such as open-stack.

Additional research-related software licences, increased site licenses.

Possible renegotiation of research-related software licence terms with vendors to allow operation in virtual environments.

An overall reduction in non-standard and ad-hoc environments

Increased support for “non-standard” environments

Library

Nil

ORS

Every research project to have a “research project computing strategy”. This implies some changes to RHESYS (data entry) plus operational changes.

Linkage of RHESYS to IT service system.

Provide subject matter expertise

Assist with updates to researcher on-line resources, the development of

additional training material, researcher outreach, communication and change management

Intersect / AERO

UWS to ask AERO to maintain basic information on research computing including definitions, examples etc

Help UWS develop strategy & procedures

eResearch team

Lead stakeholder in rollouts

Develop user group meetings and assist with networking between computing-intensive researchers

Increased governanace burden nd overall co-ordination

Institutes

UWS eResearch to organize briefing sessions and training as approporiate, starting early 2013

Schools

UWS eResearch to organize briefing sessions and training as approporiate

Starting Mid-late 2013

Collaboration Pillar (Virtual Laboratories and Virtual Research Environment)

The third major component of eResearch is collaboration, including project communications, dissemination of research, and collaborative work based on research data and computational processes. While many disciplines and projects need very specific software, there are some common services that will be useful across many, if not all research projects and groups. Virtual Research Environments (VREs) fill this gap providing a web presence for a group, repository services for data, ways to share and discuss research, with links to the RDR and compute facilities.

Roadmap

Milestones

2012

Planning

2013

Scoping study

2014

Project established

VREs installed for institutes (3 to 5)

2015

One or more VRE platforms supported at UWS

Generic VRE available institution-wide

Integrated with data management and compute

Stakeholder impacts

UWS group

Impact

ITS

Participate in project to choose and deploy 1 or more VREs.

Offer service-desk

Service catalogue included VREs

Host software on ITS-sourced infrastructure

Library

Repository and catalogue systems will need to provide feeds to VREs.

ORS

Research systems will need to provide feeds on projects/grants etc for use in the VRE for authorisation and for information.

Intersect / AERO

Intersect may offer support/hosting for eResearch applications on top of RDSI storage and NeCTAR cloud services.

eResearch team

Lead project (as with RDR)

Develop strategy/policy documents

Institutes

TBA – post scoping study

Schools

TBA – post scoping study

Summary diagrams

The following diagrams reflect our current planning for the rollout of the Research Data Repository (computing and collaboration services are not shown on this diagram as work on those is at an earlier stage).

arch_yr1arch-yr2

arch-yr3

1 http://arrow.uws.edu.au:8080/vital/access/manager/Index

2 UWS datasets: http://researchdata.ands.org.au/search#!/q=UWS/p=1/tab=collection

3 http://projects.ands.org.au/id/SC20

4 http://projects.ands.org.au/id/DC21

5 https://www.nectar.org.au/news/nectar-announces-stage-2-projects

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