2017 IRIS Data Summit - Exec Summary · 2017-11-02 · 2017 IRIS Data Summit September 21, 2017 Ann...

2017IRISDataSummit September21,2017AnnArbor,MIEXECUTIVESUMMARYThankyoutothosewhoattendedthe2017IRISDataSummit.Wefoundthediscussionsveryusefulandwritenowtofollowupontherichthreadsofconversation.TurnoutattheSummitwasexcellent:atotalof57representativesfromIRIS,theU.S.CensusBureau,21IRISmemberuniversities,4prospectivememberuniversities,andtheAssociationofPublicLandGrantUniversities(APLU)attendedtheevent.Attendanceatthisyear’sDataSummitincreasedbyaboutathirdoverlastyear’sevent,andrepresenteda49%increaseoverthefirsteventheldin2015.About1in5attendeesatthisyear’seventattendedlastyear’sSummitinWashington,DC.Themeetingagendaandlistofparticipantsareappendedtotheendofthissummary.Presentationslidesarealsoattached.Threebroadthemesemergedfromtheday’sdiscussions:Communicationiscritical.ThepowerofIRISreportsisdiminishediftheyaren’tcommunicatedeffectivelytotherightstakeholders.Athoughtfulgovernancestructurethatincludesadiversesetofrepresentativesfacilitatesgoodcommunication.Ensuringthatreportsreachthepeoplewhocanusethemtotellauniversity’sstorydemandsidentificationofkeyallies,bothinternallyandexternally.Contextualizingthedataisessential.Simplypostingreportsonlineoraspartofalargercompendiumofinstitutionaldatawithnoinformationtohelpputthemincontextisperhapsworsethanprovidingnoinformationatall.AsuniversitiestakestepstosharetheirIRISreportswithkeyconstituents,theymustthinkcarefullyabouthowtoframethemsotheycanbestbeunderstoodincontext.Leveragingthepowerofaggregationshouldbeapriority.IRIShasstrongrelationshipswithanumberofhighereducationassociationssuchastheAssociationofAmericanUniversities(AAU)andtheAssociationofPublicandLand-grantUniversities(APLU),butshouldcontinuetoexpandtoorganizationsliketheCouncilonGovernmentRelations(COGR).Inaddition,IRISshouldexplorewaystocreateaggregatereportsbyconferenceand/orregion.Actionitemsandnextsteps:• Dataupdates:

o IRISwilldevelopamatchreportforthevendorreportthatshowsthedollarsnotmatchedagainsttotaldollarsspent.

o IRISwillcontinuetodevelopitsobjectcodeclassificationsystemtobettercaptureinternalspending.Forthosememberswishingtosubmitnon-federaldata,IRISwillprovideguidance.

o IRISwillpursuetheidentificationandincorporationofnewdatasetsandtoolsthatmightprovidefruitfulintermsofinterestinglinkages,doingsoinwaysthatrequirerelativelylittleworkonthepartofmembers.

o Possibleaggregatereportswillbedeveloped,suchasAAUinstitutions,state/regionlevelreports,etc.

• Toolsandsupport:o IRISwillrefineguidanceformembergovernancetoenhancecommunicationandtobetter

leveragedataproducts.o IRISwillworktomakeTAGmeetingdiscussionsmoretransparentbymakingmeeting

summariesavailableintheIRISportal.• Overall:

o MembershipinIRISisgrowingandthismustcontinue;IRISleadershipwillcontinuetopursuenewmemberstoenablethekindofaggregationthatwillpermitmorepowerfulreporting.

o FutureDataSummitsshouldspantwodaysandshouldincludetimefornetworkingandinteractionamongattendees.

Pleasetakeafewmomentstocompleteabriefevaluationofthiseventtohelpusimprovefuturesummits:IRIS Data Summit EvaluationMarkyourcalendar!Savethedateforthe2018DataSummittobeheldinAnnArbor:October15-16,2018Lookformoredetailstocome.Thankyouandwehopetoseeyounextyear!TheIRISTeam

UniversityofMichiganInstituteforSocialResearch426ThompsonStreet,Room1430*

Agenda8:30-9:00 Continentalbreakfast

BuffetinRoom1450

9:00-9:15 Welcome DavidLam,Director,UniversityofMichiganInstituteforSocialResearch(ISR)

9:15-9:45 KeynoteAddressAliceMeadows,DirectorofCommunityEngagement&Support,ORCID

EnterOnce,ReuseOften:MakingORCID’sVisionaRealityforResearchersandTheirInstitutions

ORCID'svisionisaworldwhereallwhoparticipateinresearch,scholarship,andinnovationareuniquelyidentifiedandconnectedwiththeirworksandaffiliationsacrossdisciplines,borders,andtime.Thisvisionisstartingtobecomeareality.Forexample,researcherscanalreadychoosetoautomaticallyandreliablyconnecttheirpublicationstotheirORCIDrecord.Animportantnextstepisforinstitutionstoasserttheirresearchers'affiliations,enablingthisauthoritativeinformationtobeenteredonceandreusedoften-inresearchinformationmanagementandprofilesystems,infundingapplications,duringthemanuscriptsubmissionprocess,andmore.Doingsowillbenefittheresearchers,theirinstitutions,andthewiderresearchcommunity.

9:45-10:45 Session1:SendingDatatoIRIS

AdministrativedatasenttoIRISbyitsmemberuniversitiescanposeuniquechallenges.TomaketheIRISdataproductionmostefficient,thereissometimesconsiderableworkthatisneeded.Thissessionoffersthreepresentationsthatwillfocusonmethodstoenhancespendingdata,allfocusedonqualityassuranceanddataenhancements.

EnhancingVendorReportsPresenters:AmyButchart&RobTruex,IRIS

TheprocessIRISusestotransformyouradministrativedataintothevendorreportsyouseecanseemopaque.Thispresentationshowsyou'howthesausageismade'andhowelementsofthedatayouprovidetoIRISareimportanttoproducingthereportmetricsyousee.

SendingNon-FederalSpendingData:CapturingInternalUniversitySpendingPresenters:ToddWoodman,UniversityofArizona

Theinclusionofnon-federalspendingdatacanenhancethecurrentreportsbyshowingallresearchdollarsversesfederaldollarsonly.Capturinginternaluniversityspendingwillprovideadditionalmetrics,moreactionablereporting,andidentifiableareasofopportunity.Thispresentationshowsyousomeofthechallengesofdatacollection,theimpactofincludingnon-federalspending,andpotentialnewdatapoints.

ObjectCodeClassification:SomeImplicationsPresenter:JasonOwen-Smith,IRIS

ManyIRISmemberinstitutionsshareobjectcodes,whichhavethepotentialtoallowustocharacterizethetypesofgoodsandservicespurchasedfromvendorsandsubcontractorsaswellastheirsources.Wehavebegunworkingtocreateahighlevelcategorizationscheme(similartotheoccupationalclassificationswecurrentlyuse)thatwillinformfuturereporting.Thispresentationdescribesthoseefforts,theirpotentialuses,andpresentsadraftobjectcodeclassificationforyourfeedback.

10:45-11:00Break

11:00-12:00Session2:UsingReportsIRISProduces(concurrentsessions)

MakingtheMostoftheIRISMembershipPanelists:KristinaKo,UniversityofMichiganMissyPeloso,UniversityofPennsylvaniaNickWigginton,UniversityofMichigan

UniversitieshaveavarietyofreasonsforwantingtojoinIRIS,andtheyeachfaceuniquechallengesinprovidingthedataandinusingthereportstheygetbackfromIRIS.Forexample,someinstitutionsjoinbecausetheyhavebeendirectedtodosobyapresident,andtheindividualstaskedwithmakingithappenmaynotbequitesurehowtobestutilizetheIRISresource.Thispanelwillfocusonwaystoachievegreaterinstitutionalbuy-in,enhancedataproducts,andplayaroleinmakingIRISatrulynationalresourceforuniversities.Weaimtoaddressatleastsomeofthefollowingquestions:

• Howdoyougetpeopleexcited/interestedinthisworkwhohaven’tbeenpartofthedecision-makingprocess?

• Whatcanyoudoifyourinstitutiondoesn’twanttosubmitallthedata?HowcanyouworkwithyourIRofficeandotherstoidentifyotherdatapointsthatmightbeusefultoinclude?

• HowcanyouworkwithIRIStoshapeusefulreportsthatfittheneedsofyourcampus?

• IstherearoleforIRISinproducingnationallyaggregateddatatosupportuniversityresearchadvocacy?

NavigatingtheIRISPortal(Room1440)Presenter:KevinBjorne,IRIS

ThissessionwillcenteronhowtoworkmosteffectivelyintheIRISportal,seekinginputfromparticipantsindesign,usability,anddesiredfeatures.

12:00-1:30 WorkingLunchBuffetinRoom1450

TAGReport(KevinBjorne,IRIS;TAGmembers)

PanelDiscussion:EngagingStakeholderswithIRISDataProductsPanelists:KimGriffin,NorthwesternUniversityJedMarsh,PrincetonUniversityMarvinParnes,UniversityofMichigan

IRISdataproductscanserveasavehicleforestablishingandstrengtheningnetworksandalliances,bothwithcampusstakeholdersandwithexternalconstituents.Throughthesenetworks,theIRISdatacanbecomemoreusefulandcontextualized.Developingtacticsforleveragingtheserelationshipscanbechallenging,however.PanelistswilldiscussexamplesofcreativestrategiesforengagingwithstakeholdersaroundIRISdataproducts,includingthosewhomightnotimmediatelycometomind,alongwiththebarriersthatmayexist.Weaimtoaddressatleastsomeofthefollowingquestions:

• HowdoyoudevelopasharedvaluepropositionwithothersoncampusaroundIRISdata?

• Howcanyoucommunicatesuchpropositionseffectivelywithothers?• Howcanyouidentifywhoneedstobeinvolved?

1:30-2:30 Session3:ConceptsforFutureReports&Products

IRISisalwaysseekingtodevelopnewwaystoprovidevaluetoitsmemberuniversities.SpecializedprojectsusingIRISdatamayevolveintospecializedproductsformembersthatcanhelpuniversitiestelltheirownstoriestotheirstakeholders.Today’sfinalsessionwillfocusonseveralspecialprojectsthatposeinterestingpossibilities.

FederalAdvisoryCommitteeAct(FACA)DatabaseExplorationandRecordLinkage

Presenter:NatsukoNicholls,IRIS

Thispresentationaddressesthesocialimpactofresearch,focusingonthewaythatscientificknowledgeistranslatedintosocietythroughresearchers’pubicengagementandservice.ByusingandlinkingIRISdataonresearchandgrantactivitiestotheFederalAdvisoryCommitteedata,itisdemonstratedthatfederallyfundedresearcharerelatedtothosewhoareappointedtoserveonFederalAdvisoryCommitteesassignedbyfederalagenciesonparticularissues.ThepresentationfocusesonthecaseoftheUniversityofMichigan.

ImpactofCTSAGrantsonTranslationalResearchUsingIRISDataPresenters:NancyCalvin-Naylor,IRISEliasSamuels,UniversityofMichigan

TheClinicalandTranslationalScienceAward’semphasisoneducationandtrainingnecessitatesthetrackingofparticipantoutcomestodemonstrateimpact.IRISstaffandaUniversityofMichiganCTSArepresentativewillprovideanoverviewofinitialattemptstoutilizeIRISdatatotrackcareeroutcomesofprogramparticipants.

MatchingUMETRICSAwardDatawithPublicDatasets:AnExamplefromNYUPresenters:MichaelMiller,NewYorkUniversityRidhimaSodhi,NewYorkUniversity

AttherequestoftheNYUVPforResearch,anNYUteammatchedtheirUMETRICSawarddatawithfieldsofresearchderivedfrompublicabstractinformationproducedbyDigitalScienceResearchandcomparedittoAAUbenchmarks.Wewillshowtheresultsofthatmatch,aswellasaprototypetoolthatcouldbeusedforbothresearchplanningandfundraisingbyotherUMETRICSuniversities.

2:30-3:00 WrappingitUp(JasonOwen-Smith,IRIS)

▪ Highlightsoftheday▪ IRISgovernanceupdate▪ IRISresearchdata/callforproposals

Thankyouforyourtime,energy,andcommitmenttoIRIS.Safetravels!

2017IRISDataSummitAttendeesName Affiliation EmailChristopherAllan UniversityofMichigan cjallan@umich.eduNajlaAugust IRIS anajla@umich.eduKevinBjorne IRIS kbjorne@umich.eduMoniqueBlakeley StonyBrookUniversity monique.blakeley@stonybrook.eduAmyButchart IRIS butchart@umich.eduNancyCalvin-Naylor IRIS nbirk@umich.eduBethanCantwell MichiganStateUniversity cantwelb@msu.eduGregCarr OhioStateUniversity carr.282@osu.eduPamelaCaudill YaleUniversity pamela.caudill@yale.eduMarinClarkberg CornellUniversity clarkberg@cornell.eduJohnCuffe U.S.CensusBureau john.cuffe@census.govDamonDorsey IndianaUniversity dadorsey@iu.eduVondaDurrer UniversityofVirginia vd9k@virginia.eduJacobFisher IRIS jakef@umich.eduBlakeFuhler WashingtonUniversity-St.Louis fuhler@wustl.eduMichaelGeier UniversityofWisconsin-Madison mageier@rsp.wisc.eduKimberlyGriffin NorthwesternUniversity kimberly.griffin@northwestern.eduGabrielHarp UniversityofMichigan gharp@umich.eduBrookeHelppie-McFall UniversityofMichigan bhelppie@umich.eduDaleHess UniversityofRochester dale.hess@rochester.eduBrentHueth UniversityofWisconsin-Madison hueth@wisc.euStephanieHuie UniversityofTexasSystem shuie@utsystem.eduZacharyJacques CornellUniversity zj52@cornell.eduJinseokKim IRIS jinseokk@umich.eduAngelaKlein UniversityofIowa angela-klein@uiowa.eduKarenKlomparens MichiganStateUniversity kklompar@msu.eduKristinaKo UniversityofMichigan kdko@umich.eduDavidLam UniversityofMichigan davidl@umich.eduJedMarsh PrincetonUniversity jmarsh@princeton.eduLucasMarxen RutgersUniversity ljmarxen@njaes.rutgers.eduAliceMeadows ORCID a.meadows@orcid.orgMichaelMiller NewYorkUniversity michael.miller@nyu.eduNikitaMokhariwale UniversityofVirginia nm3bs@virginia.eduNatsukoNicholls IRIS hayashin@umich.eduJasonOwen-Smith IRIS jdos@umich.eduMarvinParnes UniversityofMichigan mgparnes@umich.eduElizabethPeloso UniversityofPennsylvania epeloso@upenn.eduTwilaReighley MichiganStateUniversity reighley@osp.msu.eduSarahRovito APLU srovito@aplu.orgEliasSamuels UniversityofMichigan eliasms@umich.eduElanSegarra UniversityofWisconsin-Madison segarra@wisc.eduRidhimaSodhi NewYorkUniversity ridhima@nyu.edu

Name Affiliation EmailJohnStringer BostonUniversity jstring@bu.eduTubaSuzer-Gurtekin UniversityofMichigan tsuzer@umich.eduRodolfoTorres UniversityofKansas torres@ku.eduRobertTruex IRIS rtruex@umich.eduBethUberseder IRIS ubersbe@umich.eduGonzaloUrrutia UniversityofCalifornia-SanDiego gurrutia@ucsd.eduJeffVanHorn PennsylvaniaStateUniversity jsv11@psu.eduKimVi-Zook PurdueUniversity cvi@purdue.eduNickWigginton UniversityofMichigan nwigg@umich.eduStephanieWillis PurdueUniversity swillis@purdue.eduToddWoodman UniversityofArizona twoodman@email.arizona.eduKarenWoollams IRIS woollams@umich.eduChia-HsuanYang NewYorkUniversity chiahsuan.yang@gmail.comEvalynYanna IRIS eyanna@umich.eduChrisYoung OregonStateUniversity christopher.young@oregonstate.edu