Researcher Passport, Linkage Library & More Coming Up from ICPSR

Researcher Passport, Linkage Library & More Coming Up from ICPSR


[Johanna] So welcome to our webinar. My
name is Johanna Bleckman, and I’m here with my colleague Abay Israel. And we’re
going to talk to you today about a couple new projects at ICPSR, the Researcher
Passport and the Linkage Library. And we may have one or two other fun things
to talk to you about a little bit later. Okay so again my name is Johanna Bleckman.
My role at ICPSR is pretty awesome. I work across the organization to lead
our restricted data access efforts including setting policies, improving our
systems and processes, and working with U of M attorneys to ensure that our legal
and ethical obligations are met as we share restricted data. I’m very happy to
talk to you today about one of our soon-to-be-released products, the
Researcher Passport and then Abay will talk about the Linkage Library. You want
to introduce yourself real quick? [Abay] Sure. So I’m actually representing Susan Leonard
who could not join us today, she’s traveling. And my name is Abay
Israel, I work with the tech team to help create some of these cool products that
you’ve seen. I’m a Research Area Specialist and I blur that line between
curator and technology person. So I speak both of those languages and it’s a
little bit fun having to deal with all this tech, data geek stuff, I
like that. I work with both the staff here at ICPSR, the faculty, the tech
team. And I also work with users like you, get your feedback and convert those into
actionable items. And what we do, we take those pieces and build it
into a great user experience. And I’m here to talk a little bit about the
Linkage Library project and you’ll find out a little bit more about that in a
few minutes. Johanna. [Johanna] Okay. So let me make the PowerPoint active so I can actually advance the slides. There we go.
So the Researcher Passport, I had a great little video to show you but the video
capability failed me today so I can’t actually show that to you. But it is our,
it was our fearless leader, Maggie Levenstein, talking about this
new project. So what is it? It’s like a travel Passport. It
is a digital identity or a profile that captures and verifies the things
about you that data stewards and repositories need to know in order to
share their data with you. Similar to the way foreign countries
need to know certain things about you to allow you into their country. So that’s a
very short version of what Maggie would have told you. Okay. So how will the
Passport benefit me? Benefit me the researcher? We heard a little bit about
the overall purpose of the Passport but let’s talk about some
details and how it can benefit you. So I have a few different things here.
First, easier and quicker application processes. Right now, most repositories
have to figure out on their own how to vet folks who request access to
their data. This is quite labor-intensive, as you can imagine, for the repository
but also for you as the data user, the applicant. You might find yourself
submitting similar information over and over again to get the datasets that you
need for your work. Second, different repositories can accept
it. So this is quite unique about this project. The Researcher Passport
system will recommend and support the evolution of shared standards for what
makes a trusted data user so that you can apply for one passport and then
share it with the folks from whom you need data access, so other repositories,
other data stewards. Three, access to more data, more securely. Different
repositories often have very similar goals. They want to share data, quite
often. They also want to protect the data and protect the respondents. So similar
goals but they sometimes have dissimilar, sort of, unique requirements. So there
might be different degree requirements, different affiliation requirements,
training, different types of legal agreements, proof of research experience.
Things like that that can differ from repository to repository and even data
set to data set. The research that underlies this Researcher Passport
project, in fact, demonstrated exactly that. Repositories around the U.S. and
the world use very different terminology, in fact, different methods and different
criteria to provide data access. Our research suggests that data repositories
are actually more similar than they are different. Even given everything
that I have just said, and if we handle those differences … Sorry,
those differences can be handled more efficiently and effectively if we
standardize the rest of it. So with broad adoption the Researcher
Passport will ideally mean more access to data and heightened data security.
Finally, new opportunities for linking data. The more we can normalize data
sharing methods and criteria, the more opportunities there will be to link data
from different sources. So if Repository A and Repository B know that the other
applies the same criteria for understanding any researchers
trustworthiness, then sharing tools for access and rules for disseminating
research results will be much easier. Okay. So I’m going to give you a bit more
detail on our initial proposal for how to understand researcher qualifications,
data sensitivity levels, and how those two interact. I do want to emphasize here
that these are simply for beginning the conversation. They were drafted for our
white paper, published in June of this year, and they offer a possible … one
possible rubric for standardizing the base level information that all
repositories need to know in order to determine when and to whom to provide
restricted data access. So this table we’re looking at right now is one way of
characterizing our researchers experience level. So there are indications of the
degree that’s held, professional position, research publications, recognized federal
clearances, training requirements from levels of training. And then some of the …
I don’t want to say a softer stuff, but stuff that we can build into a
passport that can indicate different, sort of, different unique skills to
repositories like history of data sharing, history of metadata enhancement,
code and syntax sharings. Things like that that can sort of supplement
your more, you know, black and white experience. All right. So then if we can get
a general understanding of who the researcher is, we need to understand more about the data that they want to have access to. So similarly, this is
just a sample rubric that repositories may use to understand the risk inherent
in a particular data set. So here we’re recommending thinking about whether or
not that’s a protected population in the data, if the data are proprietary, if
there’s harmful personal information, which could include, you know, arrest
records things like that. Disclosure risk level, which has less to do about the
content and more to do about the, you know, like sample size, can it be easily
linked to publicly available data, rare sample attributes, stuff like that. Then
there’s legal and statutory limitations, HIPAA, FERPA, stuff like that. So this
is one potential, sort of, scoring system for understanding how risky that data
are. And then the researcher and data interaction. This matrix, that I have up
here right now, allows ICPSR to recommend whether or not
a given researcher meets the criteria for data access for a specific data set.
And we can recommend the access mechanism recommended based on the
interaction of the researcher and the data. Okay. So this represents
the recommendation that ICPSR’s Passport could ultimately make about a researcher
requesting access to a certain data set. I’ll say again though that these tables
they come from the white paper that we published in June and they are
prospective. They are very much trying to get at the details that need to be
explored and worked out in order to best support the conceptual goal of
standardizing and easing the burden of accessing and providing access to
restricted research data. So these are, these are proposals and once we
have this system up and running in its first phase, we’ll be able to get a much
better handle on how appropriate these rubrics are now, and
what needs to change, and whose voices need to be reflected here. So … Okay. So what are our next steps for the
Researcher Passport? We are currently building and testing the passport system
including the public website, a screenshot of which is shown
here, the application interface and the repository interface.
We’re also documenting and evaluating two kinds of baseline trainings that we
imagine all restricted data users need. First, restricted data management and
security training and then also research ethics and conduct training. Trainings on
these concepts, of course, already exist and so what we’re doing right now is
inventory and evaluating a sort of subset of them and then preparing
recommendations for what repositories may want to require of their users based
on sensitivity of the data and perhaps the legal or regulatory requirements in
place for their specific data that they’re looking to share. Finally, we are
beginning to collaborate with other repositories to pilot this concept and
the technical systems that we’re building. The Institute for Research on
Innovation & Science, or IRIS here at the University of Michigan, along with
the Qualitative Data Repository out of Syracuse University,
they have both very graciously agreed to work with us to test and to provide
feedback for the further development of this concept and this system. Okay. So
here’s just a little plug for how you can reach out and be in touch with us
about this new system. There’s a link here to our white paper, it’s long
but it’s pretty, it’s fun to read, sort of, (laughter) I love it. There’s an email
address at which you can reach me and my colleagues specifically about this
system. There’s a survey that we have put together, which will be probably a bit
more relevant once the system is launched later this year, but even from
just a conceptual standpoint that it would be great to hear your thoughts
on this concept and the system. And then of course, social media. Follow ICPSR or check us
out on Facebook and Twitter. So that’s it for me. Next is Abay. [Abay] All right. So let’s
talk a little bit about the Linkage Library, I am really excited
about this project. Feel free to jump in with any questions if you
need to because if I can’t answer it I’m just going to punt it to Susan. But there’s
also a website on the page, an email address: [email protected] if
you have any very specific questions. With regard to what I’ll be talking
about today, I’ll talk give you a little bit of context of what’s happening and
how you can get access to this system and then what’s going to happen at
the end of this year, specifically. So the Linkage Library is a … I’d like to
consider it an exciting new addition to ICPSR. And beginning in 2019 the
Linkage Library will be a community and a repository for researchers involved
in combining datasets. The overarching goal for us is to
facilitate comparisons between different approaches of data linking, promoting
transparency of course, and replicability of research. We invite people like
computer scientists, statisticians, social behaviorists, economics (like myself), health
scientists to deposit code and/or data- because you can do both- and also join
the conversation. What we mean by linked data is datasets that have the ability
to combine using different types of methodologies, like deterministic or people
who are much smarter than me do. But these linked datasets increase the power
of scientific research by bringing together different sources of
information and by contextualizing this information in a more powerful way. For
example, in Susan’s work they did some geographical health disparities and they
link that with death records in the census, which gave them the information
about households and the descendants that lived in those households. And then
through GIS they linked the places where these people were living and the
distance to public health exposures. To me that’s just incredible using these
datasets and people may not have thought of these before. So we’re giving people
the power to not only share these linkages but how they do it and contribute to the larger social
science data research community. There are a lot of projects out there linking
data and I just can give you an example. But using, when you use linked data and
you have different methodologies is always helpful to contribute and give
back to the larger social science ecosystem and talk about it and bounce
ideas back with different people who have been doing things. Linkage Library,
for the easier way to digest it, it will be a place where people can virtually
meet and share ideas across disciplines. So I say all that to go into the fun
stuff. So our goal of Linkage Library is pretty simple it is one, accelerate the
development of new record linkages and evaluate the methods and the use of real
data. Second, to improve those risk reproducibilities of the analysis done.
Third, we want to develop critical collaborations between researchers, users,
and data custodians, and this includes even computer scientists and programmers.
Fourth, help close the gap between research and practice. Fifth, train the
next generation of multi-disciplinary data scientists who can then lead the
field. And of course, we want to build this cross-disciplinary
community around data linkage. So this is our splash page. This, hopefully by the
end of this year, will be available for you to use. From here you can search for
a project using different keywords. If you’re familiar with ICPSR, it’s using
the same powerful search that you know and you’ve loved. You can type in these
keywords and search for the data set that you’re interested in, or the
specific linkage methodology that you’ll be interested in. You can engage in the
project by downloading it immediately, or use the code that’s been provided, or even
comment on the specific project directly in the platform. We give you the ability
to upload your own code, or your own files, or even link it to a GitHub repository that you may have used in previous iterations
and the system dynamically pulls in from those GitHub repositories. You can create
your own project by only using code if you want to, only data if you want to, or
a combination of both. So let’s talk a little bit about only data. When you
think ‘only data’, that’s similar to our self-publishing repositories. We’ve heard
from computer scientists in their community that they want real data to
test some of their linkage routines, and this is great for them. For people who
are contributing data with code, when researchers share their data and their
code use for linkages, other researchers can test methods on the data and they
can communicate back and forth with the principal investigator and even suggest
alternative methods. This, what we think of, increases the transparency of
research with linked data. And then third, if you are contributing code by itself,
without data, there’re times where researchers just want to share some of
the different methodologies that they’ve been using and researchers have linked
maybe two or more datasets that they do not own or they don’t have the
permission to share and they just want to reveal the code so other people can
learn and grow in their own field. Can you provide … So a question here is, “Can
you provide a URL for Linkage Library website?” And that’s from Ron Nakao. Ron,
it’s going to be active (laughter) it’s going to be available soon, I can’t share it right
now but if you hit me up offline I can give you a demo of the actual site in
action. It’s still in testing and I’m hoping sometime this year it’s going to
be live and available for people to use. But guaranteed in 2019 you’ll be able to access it and you’ll find out for sure it will be blasted
everywhere where we share linked resources to the Linkage Library. Thanks
for that question. All right let’s move forward. So the Linkage Library, let me show you exactly what it looks like. If you have a
project, available immediately on this page you would notice that it mirrors
blend of the self-publishing repositories that you know and love: openICPSR, DataLumos, those types of projects. And it has a feel similar to ICPSR, as well. You’ve given us a lot
of feedback that you like that tabbed interface. So we’ve integrated that into
this space and you will see different tabs on top. It’s a little difficult to
see, but if you use your magnifying glass you can see it. You can
download a project immediately from that page, you can see the description, you can
see detailed documentation, your bibliography is available, and you can
also see two new tabs that are available. One called: “Linkages”, which is obviously where you’re going to put your linkages. And then two,
it will be “Discussions”, and these are two really exciting new features that we
have. On the description page you will see that powerful metadata that ICPSR is
known for. It has a space for adding additional URLs, so you can add additional
content beyond just the traditional, this is the methodology that was used. And
there’s a button that you can actually click, if you click on the
discussion panel you have different topics and threaded conversations that
you can have. And if you are the creator of the linkage project you would
immediately be notified when someone comments or ask a question, and you have
the ability to then watch that conversation, if you want, and get
feedback to some of your questions that you may be presented. And of course,
with all our projects you will be able to get a citation immediately on the
page, and you can have different versions of this project at the same time. So in
the Linkage Library workspace we wanted to provide additional functionality
beyond what we have for openICPSR and our self-publishing systems. It is a very
familiar experience for our users. They can add all the methodology, all the metadata
that they want and they know and they love, and they can upload files, folders,
zip files, and whatnot if they need to. And from this page, suppose you want to
create a project, it is as simple as clicking the blue button that says
‘Create project’. All right. I just got (laugh), I just got some questions here.
“Will the bibliography tab show the related publications from ICPSR’s
current bibliography and data related publications or is this a separate
bibliography?” That’s from Sarah. That’s a really good question. So this is the bibliography that’s attached to the Linkage Library project
itself, that the creator or the principal investigator has tagged towards that
project. We’re keeping those two bibliographies, the one … the ICPSR’s curated
bibliography, separate from this at this time. Because ICPSR has taken the
time to really nurture and build this powerful resource and what we’re doing …
In the future, we’re working closely with our librarian here to find ways to tie
those two together. So at the first iteration, they’re going to be separate
where researchers can add their own bibliography and have others be able to
contribute to that bibliography. And then in the next iteration we’re going to
find ways to tie those two together. That’s a really good question, so thanks
for that question. And David yes, Ron gets access. But if you want access you can
email us as well, [email protected] umich.edu and we can give you a sneak
peek of the platform in action. So back to what I was saying, if you wanted to
create a project it’s simple as you go into your workspace and you click that
blue button that says, ‘Create Project’ and you add all the metadata, you upload a
file, you upload a folder, you can even upload from this direct … this workspace
you can upload your code in the code space or there’s an option that
says GitHub. And you put in the GitHub link and your name and it will pull in all
that information automatically for you. There’s no need for you to recreate the
wheel if you’ve already have that resource. So let me just go into the next
presentation, next piece. So once you click ‘Published’, this is kind of what
it’s going to look like. You can click publish and you can add, edit, and change
content and even upload different versions. As with all our self-publishing
resources, what users can do is select if they want it public, open to anyone to use,
or have restrictions where certain criteria needs to be met before they can
get access to it. You can also do a delayed dissemination
where you can say, “I want to release it January 1st 2019.” and at that date the
flag is triggered and it becomes available to other people. One thing that
we really think that’s cool about just our self-publishing system is that
you control divisions and you control the access. And once we build this
Linkage Library component with the code and the discussions, the good thing about
it is it’s powered by our Archonnex infrastructure, that those components
could then be built into other projects. If you’re a funder, for instance, and
you say, “Hey, I want discussions on my project webpage.” These components could
then be built using these same components. “I want people to add linkages.”
We can use the same kind of components. So it’s a really exciting time to be at ICPSR. And as we wrap up, it is the case that if
you want earlier access, you know, I take bribes. I take chocolate, for my wife. We can also sing here. (laughter) I know, right? And if you have any specific questions, you can email us
at [email protected] and we’re available on social media as well. With
these projects and with all the other exciting projects, we think that ICPSR is going in a good direction for the future, for 2019. And we’re going to stay busy.
One thing that we do want to give you a sneak peek on is we have … these different
projects do tie in together with the larger Archonnex infrastructure. And
as I mentioned, where you see things that you like, for instance, if you really like
that commenting system we are open to that feedback. We actually thrive on that
feedback. You give it to us, we listen, and we hopefully make improvements to the
project. And not just the Linkage Library or the Researcher Passport, we’re
building it for the larger ICPSR and Archonnex infrastructure. So with
that being said, if you have any questions, comments, concerns you can give
them to Johanna or someone else. But I’ll go back to the slide where … with all the
the contact information and what you can do is, you can reach out to us and we
would love to take any questions now or if you can reach out to us offline we’ll
answer those questions as well. All right. I’m seeing some questions here. Okay, I
addressed the one with related publications. So yes, that’s something
that’s coming in the future. The person asked more about the related publications
and the power of our bibliography. That’s something that we’re taking very seriously
and it’s a powerful tool that we have prioritized for 2019. So you’re going to
find out more about that probably in a webinar next year. Thank you for that
question. Someone just put a note about the metadata, and that’s absolutely
true. They’re showcasing the power of the ICPSR metadata and we’re really proud of that, both in the Researcher Passport, that’s
basically building a researcher metadata profile. [Johanna] Oh, I like it. [Abay] Yeah, and it ties in really closely with what we’re doing. It is the the secret sauce of ICPSR, if you can
say the metadata is really powerful and we take it really serious, in all our
projects not just Linkage Library, Researcher Passport, but everything
else, our main ICPSR website, all our funded projects, and what not. Any other
questions that we may have? I think that’s it. Johanna, you have anything else? [Johanna] I don’t think so. [Dory] Ok, so with that, thank you for attending this
ICPSR Data Fair session. There is much more coming at the, you know, for the rest of
the Data Fair which concludes tomorrow. Right after this session at 4 p.m.
Eastern is, I believe, our Tweet Chat on Sharing Data. So you’re on Twitter anyway,
go ahead and follow the hashtag #icpsrchat and you can follow that
conversation and all of the chats that we’ve had throughout the Data Fair. And
with that, thank you. [Abay] Thank you all. [Johanna] Thank you. you

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