Topic Definition and Scope
Train-the-Trainer: FAIR vs. Open Data/Science
This lesson plan explores the distinct boundaries, intersections, and synergies between Open Science and the FAIR principles. While Open Science focuses on making research, data, and methods freely available to everyone—from professionals to citizens—FAIR focuses on making data optimized for discovery and reuse (by both humans and machines), regardless of whether it is openly accessible or restricted. Understanding this distinction allows trainers to help researchers navigate data sharing responsibly, balancing public access with necessary data protections.
Core Topics Covered
| Topic / Module | Target Competency Level |
|---|---|
| FAIR & Open Science Definitions | Beginner / Intermediate / Expert |
| Access Spectrum: Open, Restricted, Embargoed, & Closed | Beginner |
| The Reproducibility Crisis | Beginner |
| Open Infrastructure: Methods, software, tools, and code | Beginner / Intermediate |
| Benefits of Open Data vs. FAIR Data Compliance | Intermediate |
| Responsible Restrictions: Sensitive/patient data & anonymization | Intermediate |
| Data Availability Statements | Expert |
| Adopting Open Science Principles & Tooling | Expert |
| The Berlin Declaration (Context for Data Stewards) | Specialist |
Summary of Tasks and Actions
1.0 Practical Framework Discussion: Participants analyze the core concepts to identify the critical differences, overlaps, and misconceptions between FAIR and Open Science.
2.0 Mapping the Local Ecosystem: A practical exercise where participants learn to identify institutional workflows and locate specific local contacts or support networks for guidance on FAIR and Open Science.
3.0 Navigating Compliance Challenges: A critical-thinking exercise inviting participants to brainstorm and dissect the real-world barriers researchers face when trying to adopt open practices and FAIR principles.
4.0 Case Study - Selecting the Right Repository: A hands-on, scenario-based activity. Participants evaluate a realistic research case study—considering data sensitivity and access requirements—and select the most appropriate data repository for publication.
Materials and Equipment
- For the Trainer: A computer connected to a projector/display to present instructions and visual aids.
- For Participants: A computer or tablet for active research, repository exploration, and group activities.
Lesson content
Lecture:
Introduction to FAIR and Open Science
Introduce participants to the concepts of FAIR and Open Science
Exercise:
Comparison between FAIR and Open Data
Students will compare two different scenarios in groups of 3. They will at the end discuss whether it is FAIR or Open Data in the examples.
Time 15 minutes
Scenario 1: Patient Trial
A highly structured, machine-readable dataset of clinical trial results. It uses standardized medical vocabulary, possesses a unique DOI (digital footprint identifier), and features detailed metadata. However, because it contains private medical data, researchers must sign a strict privacy agreement to get an encrypted access token.
Correct Answer: FAIR but closed
Scenario 2: the Github Treasure
A genomics lab uploads a gene-sequencing dataset to a public repository. It has a unique DOI, uses standard FASTA file formatting, includes rich metadata explaining the methodology, and carries an open-use license.
Correct Answer: Open and FAIR
Plenary discussion:
Time 10 minutes
The following questions can be used in the Plenary discussion:
- If Scenario 1 isn’t ‘Open,’ why is it still incredibly valuable for science? (This helps them realize that protecting privacy doesn’t mean data should be messy or unfindable).
- What would we need to change in Scenario 2 to make it only Open, but no longer FAIR? (This tests if they can reverse-engineer the concepts—e.g., stripping the metadata and DOI, and dumping the data as a raw, unlabeled text file).
Exercise
Identifying Benefits and Challenges of Open Science and FAIR
Time 10 minutes
- Put students in pairs. Assign every pair one specific stakeholder from the research world (e.g., Pair A looks at the Individual Researcher, Pair B looks at The Public/Society, Pair C looks at The Scientific Community.
- Instruct the pairs to write down two things on their sheet or digital board:
- Describe The Benefit: Describe one major reason why Open/FAIR science helps their stakeholder.
- Describe The Cost The Challenge: Describe one major roadblock or headache this stakeholder faces when trying to do it.
- Call out each stakeholder group and have one pair rapidly read aloud their descriptions. The instructor notes them on the board to build a collective map.
Lecture:
Mapping the Open Science and FAIR Institutional Landscape
Introduce the participants to the Open Science and FAIR support infrastructure in your Institution.
Exercise:
Identify the right Help-Line
Time 15 minutes:
Present in a Mentimeter different catastrophic scenarios for a researcher. Then have the participants choose who they right contact person might be.
- Scenario 1: “I am writing a grant proposal and the funder requires a 2-page Data Management Plan (DMP) by next Friday. I don’t know where to start.”
- Correct Channel: ➡️ Your Central Data Steward at the Faculty or University Hospital (They provide DMP templates and review drafts).
- Scenario 2: “I have 600 gigabytes of human neuroimaging data. I know it needs to be FAIR, but I don’t know what metadata standard or file repository my specific faculty prefers.”
- Correct Channel: ➡️ Your Central Data Steward at the Faculty or University Hospital (They are embedded experts who know domain-specific standards).
- Scenario 3: “I want to publish my article Open Access, but the journal is charging an 1800 euro fee. I need to know if our university has an agreement to cover this cost.”
- Correct Channel: ➡️ The Library Open Access Team (They manage journal publisher deals and funding pots).
- Scenario 4: “My dataset contains highly encrypted personal identification keys. I need a secure server to store it while we analyze it.”
- Correct Channel: ➡️ The University or University Hospital Privacy Team (They handle secure infrastructure and GDPR storage compliance).
Lecture:
Introduction to Repositories
Exercise: Choosing the right Repository
Time 15 minutes
- Explain the Case Study:
Have the participants read the following case study and decide which repository they would choose to publish at least the study’s meta-data
Dr. Alcaraz is leading a qualitative research project exploring long-term health outcomes and access to medical care for children living in temporary immigration communities in the Philippines.
- The Data: 45 hours of raw audio recordings and transcriptions from deep, semi-structured interviews with children (ages 6–12) and their legal caretakers. The transcripts mention specific medical conditions, illegal housing arrangements, and exact geographical locations.
- The Dilemma: Dr. Alcaraz knows the raw data is far too sensitive to be completely public under data protection regulations (like GDPR or local privacy laws). However, her funding body requires her to make the project FAIR. She decides she will keep the raw transcripts securely locked away, but she wants to publish the metadata record openly so other global health researchers know the project exists and can request collaboration.
- Give the participants the following list of Repositories to choose from:
| Repository Option | Key Features |
|---|---|
| Option A: Zenodo | A massive, free global generalist repository hosted by CERN. It assigns an automatic DOI and allows anyone to upload anything instantly. It has a “Restricted Access” feature where you can post the metadata openly but keep the files hidden unless you manually approve a user’s request. |
| Option B: DataverseNL | A secure, institutional/national repository network used by Dutch universities. It offers dedicated, long-term curation support, lets you publish metadata seamlessly, and provides built-in, highly structured “restricted data” workflows that comply strictly with European institutional guidelines. |
| Option C: Qualitative Data Repository (QDR) | A domain-specific repository explicitly designed for archiving qualitative and multi-method social science data. It specializes in digital security protocols for sensitive interview transcripts and human participant data, offering expert review of metadata before it goes live. |
- Debriefing choices:
When the groups make their choice and present their arguments, there isn’t one single “perfect” answer, but there are distinct advantages they should explain:
- If they choose DataverseNL: This is an excellent choice if Dr. Alcaraz is based at a Dutch institution. It ensures local institutional compliance, provides institutional backing, and has reliable infrastructure for restricted-access metadata.
- If they choose QDR (Domain-Specific): This is technically the Gold Standard according to the repository selection hierarchy (domain-specific first). Because QDR specializes in qualitative data, their curators will actually look at the metadata to ensure no identifying information about the children accidentally slipped into the abstract or project description.
- If they choose Zenodo: While highly accessible and great for rapid DOI generation, it is a generalist repository. It lacks the human-curated oversight that a highly sensitive project involving minors might require to prevent accidental data leaks in the public text fields.
Exercise:
Explaining the Challenges of Making data Open
Project a fake, high-risk research snippet on your Mentimeter screen. Tell the students: (e.g.) You want to share this raw study dataset openly on GitHub today. Look at the text—which details are a massive legal or ethical hazard if published?
2.The Mentimeter Vote:
Time 2 - 5 minutes
Have students select from a multiple-choice list or use a word cloud to flag the dangerous data points. Ask them to think about GDPR, Participant Privacy, and Intellectual Property .
3.The Peer Explanation Debrief:
Time 5 - 10 minutes
Turn to the class and ask: “Why can’t we just use a simple ‘Find and Replace’ to delete the names and call it a day?” Have 2 or 3 students explain the hidden challenges of anonymization.
Additional resources
- The Turing Way arrow_outward
- FOSTER Open Science Training Handbook arrow_outward
- Open Data Handbook arrow_outward
- Three Camps, One Destination: The Intersections of Research Data Management, FAIR and Open. arrow_outward Insights 32 (1) : 18 (2019)
- OpenAIRE - How to select a repository? arrow_outward
- OpenAIRE - How do I license my (research) data? arrow_outward
- FAIR in (biological) practice arrow_outward
- UNESCO Recommendations on Open Science arrow_outward
- Identify the Open Access policy of journals using Sherpa Romeo arrow_outward