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SATRE - Standardised Architecture for Trusted Research Environments

Lead Research Organisation: University of Dundee
Department Name: UNLISTED

Abstract

The need for trusted research environments (TREs) is clear. Personal or sensitive data
which have been collected for operational, commercial or governmental reasons need to be
managed securely and safely for research use in an environment that encourages best
practices. TREs are designed to enable only authorised projects and researchers access
to sensitive data whilst minimising risk of data release or exposure. Influential reports from
HDR UK and DARE together with the UK Government Goldacre review and “Data Saves
Lives” policy paper all have highlighted the need for change in how sensitive/personal
data are handled.

SATRE will compare openly available UK TREs hosting health, manufacturing, commercial,
science and humanities data and bring them into alignment of a standardised reference TRE
architecture. The development teams at HIC and ATI, fully supported by their infrastructure
partners, will lead the reference alignment in collaboration with a consortium of higher
education, charity and industry organisations.

The reference architecture and its implementation will be informed and strengthened by
a programme of community building and engagement with the DARE-sanctioned
working group, stakeholders and an extensive public representation. SATRE outputs will be
an informed reference TRE technical specification, a collection of educational media and
detailed reports; all supporting DARE’s aim of a national research data infrastructure.

Technical Summary

Data required for research can have access restrictions due to legal oversight of personal
data or being commercially/organisationally sensitive data. Technical solutions which
provide secure access to such data are currently neither compatible with each other
nor conducive to collaborative research projects resulting in technical silos across different
sectors and industries. Initiatives from the UK Government, NHS Digital Transformation and
DARE UK are aiming to make data more available for research while increasing data
security (1–4). Technically, there is little reason or benefit to silos and a common, open and
inclusive infrastructure to support collaborative working with sensitive data in a safe
environment is achievable.

Each organisation building or deploying a TRE must independently invest a huge effort in
providing broadly similar security guarantees for the safety of the data held within the TRE
before even getting to spend effort on providing the research capability required by
researchers. The effort required to assure each data provider that their data will be
adequately protected must similarly be repeated for each pairing of data and TRE providers.

The open source TREEHOOSE (5) and Turing Data Safe Haven (6) TREs have been built
over several years and combine the experience and knowledge of working with sensitive
data from healthcare and other sectors and the AzureTRE (7) framework has been used as
the basis of multiple TRE deployments. They are cloud-based with no capital requirements
and can be deployed quickly and at scale. SATRE will use this knowledge to establish a
reference TRE specification and will combine their strengths to co-develop reference
TRE implementations for two cloud platforms. The TREs are open source so they can
be freely modified and adapted to suit the community without needing agreement by a
(proprietary) third party, and SATRE will establish cross-organisational development
collaborations for each reference implementation to support sustainable community-driven
development.

In SATRE we will deliver a reference TRE architecture design which will have been informed
not only by the experience of the underlying codebases, but importantly also stakeholders
from the Society of Research Software Engineering (RSE) TRE working group, as well as
with input from public groups through a programme of listening, education and
reflection to address questions around openness, transparency and security. SATRE will
use the experience of PPIE and co-development learned through leadership experience in
the CO-CONNECT (8), Alleviate (9), GRAIMATTER (10) and TREEHOOSE (11) projects.

SATRE will actively work with other DARE Driver Projects to ensure that their needs and
capabilities are reflected in the reference design and learning from SATRE likewise informs
the other Driver Projects. The core outcome of the reference architecture will be a solution
that can work across the Driver Projects of data ingress, data egress, data federation and
user access.
 
Title Engaging with a new TRE Specification 
Description SATRE (Standardised Architecture for Trusted Research Environments) is a DARE UK Driver Project working to standardise access to secure data in trusted research environments (TREs). It includes University of Dundee, Alan Turing Institute, UCL, Ulster University, Research Data Scotland. Using the stakeholder community driven approach we have developed a TRE specification and accompanying implementation. This video presents details of the project for TRE operators, data controllers, researchers and others involved with sensitive research data. 
Type Of Art Film/Video/Animation 
Year Produced 2023 
Impact Over 40 views on youtube 
URL https://youtu.be/kzUU5ljII0Q
 
Title Introduction to the SATRE Project 
Description SATRE (Standardised Architecture for Trusted Research Environments) is a DARE UK Driver Project working to standardise access to secure data in trusted research environments (TREs). It includes University of Dundee, Alan Turing Institute, UCL, Ulster University, Research Data Scotland. We have developed a specification to help improve consistency across TREs. The SATRE specification is a community driven resource and that community includes the public. Many TREs adopting the specification hold personal data and it is important to involve the public in how that is used. This video presents the project and context for the public. 
Type Of Art Film/Video/Animation 
Year Produced 2023 
Impact Over 100 views on youtube. 
URL https://youtu.be/auExNHEGwcc
 
Description Improved alignment of capabilities within Scottish Safe Haven Network
Geographic Reach National 
Policy Influence Type Contribution to new or improved professional practice
Impact The SSHN engaged with the Caldicott forum in Scotland to enable better data access for researchers and sharing between safe havens within the network. This work will support new ways of working to improve access to more data for more impactful research.
 
Description Influence on UK and NHS policy on use of patent data for research
Geographic Reach National 
Policy Influence Type Citation in other policy documents
URL https://zenodo.org/records/13353747
 
Description NHS England SDE network
Geographic Reach National 
Policy Influence Type Contribution to new or improved professional practice
Impact There are 11 SDEs being established across England with the aim of making access to 55M people's patients records available for research in a much more secure and managed manner than was being done previously. The work is being led by the NHS South, Central and West Commissioning Support Unit who are sharing their activities via github.
URL https://github.com/scwcsu/snsde-archi-model
 
Description Review of Scottish Safe Haven Charter
Geographic Reach National 
Policy Influence Type Contribution to a national consultation/review
Impact The updated version of the Scottish Safe Haven Charter has reached final draft stage and will be published by Scottish Government soon. This has already made an impact within the Scottish Safe Haven Network ensuring better working practices and making sure we are ready modern needs of data research including areas like machine learning and artificial intelligence.
URL https://www.researchdata.scot/news-and-insights/coming-soon-the-scottish-safe-haven-charter-20/
 
Description DARE Transformational Programme Core Component: TREvolution
Amount ÂŁ4,940,092 (GBP)
Funding ID MC_PC_24038 
Organisation Medical Research Council (MRC) 
Sector Public
Country United Kingdom
Start 03/2025 
End 03/2027
 
Description DARE UK Community Interest Group - SATRE: Standardised Architecture for Trusted Research Environments
Amount ÂŁ52,376 (GBP)
Organisation United Kingdom Research and Innovation 
Sector Public
Country United Kingdom
Start 02/2025 
End 01/2026
 
Description EOSC-ENTRUST: A European Network of TRUSTed research environments
Amount ÂŁ3,500,000 (GBP)
Funding ID 10088076 (Innovate UK) & 101131056 (Horizon Europe) 
Organisation Innovate UK 
Sector Public
Country United Kingdom
Start 03/2024 
End 02/2027
 
Description Sustainable Development Fund
Amount ÂŁ300,000 (GBP)
Organisation Research Data Scotland 
Sector Charity/Non Profit
Country United Kingdom
Start 01/2024 
End 12/2024
 
Title A standardised architecture for trusted research environments including evaluation mechanism 
Description The SATRE specification is a baseline definition for UK trusted research environments (TREs) for use by all sectors, including industry. Included in the specification is a methodolgy for self-evaluation to verify how closely a particular TRE solution complies with the definition. Both the specification and evaluation are freely and openly available. 
Type Of Material Improvements to research infrastructure 
Year Produced 2023 
Provided To Others? Yes  
Impact Several organisations have committed to evaluate themselves against the SATRE specification. A working group has been created to maintain engagement with the community and the specification since the end of the funding. The working group has approx. 50 members with approx. 30 attending a recent workshop. 
URL https://satre-specification.readthedocs.io
 
Description Collaboration with STFC Hartree 
Organisation Science and Technologies Facilities Council (STFC)
Department Hartree Centre
Country United Kingdom 
Sector Academic/University 
PI Contribution We have contributed expertise on Trusted Research Environments to the SMDH consortium gathered in part through the SATRE project and other DARE UK projects.
Collaborator Contribution The Hartree team have shared their knowledge of large scale compute facilities for research and business which is of use and interest to the wider UK TRE community. They have engaged with the SATRE community interest group as a co-chair.
Impact Mutual interest in developing secure data environments for use in research and business for discovery science or translation activities.
Start Year 2024
 
Description Collaboration with The Alan Turing Institute 
Organisation Alan Turing Institute
Country United Kingdom 
Sector Academic/University 
PI Contribution We have contributed our knowledge and experience of TREs and Safe Havens from the Scottish context. We also shared our software/infrastructure for testing with the collaborator.
Collaborator Contribution They contributed their experience and knowledge from their more industrial or local government background of projects.
Impact Received joint funding to support the SATRE project plus on-going interest in TRE specification and open source.
Start Year 2023
 
Description Research Data Scotland 
Organisation Research Data Scotland
Country United Kingdom 
Sector Charity/Non Profit 
PI Contribution We have provided RDS with knowledge and expertise of the TRE landscape within the UK which is of relevance to Scotland.
Collaborator Contribution RDS have supported us and the wider Scottish Safe Haven Network with funding, promotion and staff time as part of our working relationship. They directly funded a collaborative project to align the Scottish Safe Havens to SATRE in 2024.
Impact We developed research proposals together, provided feedback on public output and involvement in Scotland, and cross-promoted the importance of research data for public benefit.
Start Year 2022
 
Description SATRE Community Interest Group 
Organisation Alan Turing Institute
Country United Kingdom 
Sector Academic/University 
PI Contribution This community group brings together the TRE community voices and discussions around the SATRE specification. We are chairing the community group and maintaining the guidance around the SATRE specification.
Collaborator Contribution The partners co-chair the community group and help organise topics for discussion and plan future events.
Impact Organised two in-person meetings and breakout events at UK TRE conference in 2024. Have established a web presence and mailing list.
Start Year 2023
 
Description SATRE Community Interest Group 
Organisation NHS England
Country United Kingdom 
Sector Public 
PI Contribution This community group brings together the TRE community voices and discussions around the SATRE specification. We are chairing the community group and maintaining the guidance around the SATRE specification.
Collaborator Contribution The partners co-chair the community group and help organise topics for discussion and plan future events.
Impact Organised two in-person meetings and breakout events at UK TRE conference in 2024. Have established a web presence and mailing list.
Start Year 2023
 
Description SATRE Community Interest Group 
Organisation Science and Technologies Facilities Council (STFC)
Department Hartree Centre
Country United Kingdom 
Sector Academic/University 
PI Contribution This community group brings together the TRE community voices and discussions around the SATRE specification. We are chairing the community group and maintaining the guidance around the SATRE specification.
Collaborator Contribution The partners co-chair the community group and help organise topics for discussion and plan future events.
Impact Organised two in-person meetings and breakout events at UK TRE conference in 2024. Have established a web presence and mailing list.
Start Year 2023
 
Description SATRE Community Interest Group 
Organisation University of Sheffield
Country United Kingdom 
Sector Academic/University 
PI Contribution This community group brings together the TRE community voices and discussions around the SATRE specification. We are chairing the community group and maintaining the guidance around the SATRE specification.
Collaborator Contribution The partners co-chair the community group and help organise topics for discussion and plan future events.
Impact Organised two in-person meetings and breakout events at UK TRE conference in 2024. Have established a web presence and mailing list.
Start Year 2023
 
Description Supporting NHS SDEs 
Organisation NHS England
Country United Kingdom 
Sector Public 
PI Contribution With our SATRE specification we have helped the establishment of a baseline standard for the NHS SDE network in England.
Collaborator Contribution Provided a significant endorsement of the SATRE specification within the UK TRE landscape.
Impact None so far
Start Year 2023
 
Title SATRE specification source 
Description First stable release of the SATRE specification. This release is the output of 8 months of work with the Trusted Research Community and represents a baseline for the community to review and contribute to. Please see our contributing guide. This release includes evaluations against the SATRE standard of TREs deployed at the Alan Turing Institute and the Health Informatics Centre at the University of Dundee and we would especially welcome other organisations contributing evaluations for their own TRE deployments. Read the blog post for this release for more information. 
Type Of Technology Software 
Year Produced 2023 
Impact Promoting change within the UK TRE/SDE community for working together on solving common issues around data access of sensitive datasets for research. 
URL https://zenodo.org/doi/10.5281/zenodo.8017044
 
Description Collaboration CafĂ©s 
Form Of Engagement Activity Participation in an activity, workshop or similar
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact A series of 14 "collaboration cafés" were run by the project team to engage with stakeholders from across the UK. They were online events giving stakeholders the ability to input directly into the project outcomes on a different topic each time. Notes were collected and acted upon to affect how the specification was defined. Also awareness of the specification was increased significantly and diversity of organisation changed over time.
Year(s) Of Engagement Activity 2023
URL https://hackmd.io/GI5EZQouTYuGhkYBSBYHmQ
 
Description Creation of SATRE Working Group as part of UK TRE Community 
Form Of Engagement Activity A formal working group, expert panel or dialogue
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Following the end of DARE UK funding for the SATRE project, a need and desire to continue the project was evident. A working group was set up within the UK TRE Community to keep momentum going.
Year(s) Of Engagement Activity 2023
 
Description DARE UK: Phase 2 - TRE Community Conference 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Raising awareness of DARE UK: Phase 2
Year(s) Of Engagement Activity 2024
URL https://rsecon24.society-rse.org/programme/schedule/
 
Description ELIXIR Human Data Communities Event 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Talk on HDR and Gateway
Year(s) Of Engagement Activity 2024
URL https://docs.google.com/document/d/1lF7wiSKzvJrFsfEJ6NAtZNlpDd6Vqjc-UCcEYZcEX2E/edit?tab=t.0#heading...
 
Description Festival of the Future Lunch Club - Healthcare 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach Regional
Primary Audience Public/other audiences
Results and Impact As part of the University of Dundee's Festival of the Future, SATRE team presented as part of a "Healthcare" panel discussion.
Year(s) Of Engagement Activity 2023
URL https://www.dundee.ac.uk/festival-future
 
Description HPC-AI Conference 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Emily Jefferson (CTO, HDR UK and Interim Director of DARE UK) was an invited speaker at the 5th Annual HPC-AI Advisory Council UK Conference. Presentation: TREs at Scale.
Year(s) Of Engagement Activity 2023
URL https://www.hpcwire.com/off-the-wire/5th-annual-hpc-ai-advisory-council-uk-conference-set-for-octobe...
 
Description Invited speaker at Hartree internal lecture series 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach Local
Primary Audience Professional Practitioners
Results and Impact Presented a talk discussing TREs and ML disclosure control at the STFC Hartree Centre
Year(s) Of Engagement Activity 2023
 
Description Invited speaker: HDR Technology Ecosystem and the Gateway: UKRI Data Infrastructure Club Show and Tell 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Other audiences
Results and Impact Emily Jefferson was an invited speaker, leading a presentation on the HDR UK Technology Ecosystem and the Gateway at the UKRI Data Infrastructure Club Show and Tell: 31st Jan 2023.
Year(s) Of Engagement Activity 2023
 
Description Invited speaker: HDR Technology Ecosystem. UK DRI Informatics Scoping Event - London. 8th and 9th March 2023 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Emily Jefferson, CTO of HDR UK was an invited speaker to lead a presentation on the HDR Technology Ecosystem at the UK DRI Informatics Scoping Event - London. 8th and 9th March 2023
Year(s) Of Engagement Activity 2023
 
Description Invited speaker: Technology Ecosystem - Launch. Technology Ecosystem Conference/Workshop. Birmingham. 6th Feb 2023 
Form Of Engagement Activity Participation in an activity, workshop or similar
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Other audiences
Results and Impact Technology Ecosystem Conference (6th February 2023) brought together different technology groups from across the community to strengthen relationships and generate ideas to deliver trustworthy infrastructure and services across the health data research ecosystem
Year(s) Of Engagement Activity 2023
 
Description Invited speaker: The power of DRI: A health data perspective. UKRI Digital Research Infrastructure (DRI) Congress. 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Emily Jefferson was an invited speaker to present on: The power of DRI: A health data perspective at the UKRI Digital Research Infrastructure (DRI) Congress. 6th and 7th March 2023.
Year(s) Of Engagement Activity 2023
 
Description Japan Association for Medical Informatics Conference 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Other audiences
Results and Impact Emily Jefferson (CTO, HDR UK and Interim Director of DARE UK) was a keynote speaker at the 43rd Joint Conference on Medical Informatics. Presentation: The UK's progress towards enabling secure, researcher access to sensitive health data at a UK population scale.
Year(s) Of Engagement Activity 2023
URL https://confit-atlas-jp.translate.goog/guide/event/jcmi2023/session/3A11-13/detail?_x_tr_sl=ja&_x_tr...
 
Description Keynote speaker: Towards Federated Analytics for Population Data. International Data Science Conference - Tokyo, Japan, 22/05/23 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Emily Jefferson was invited as a keynote speaker to present 'Towards Federated Analytics for Population Data. International Data Science Conference - Tokyo, Japan' on 22/05/23
Year(s) Of Engagement Activity 2023
 
Description Kick off event for the SATRE project 
Form Of Engagement Activity Participation in an activity, workshop or similar
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Organised and ran two online events to kick-off the SATRE project and start the stakeholder engagement.
Year(s) Of Engagement Activity 2023
 
Description Pankhurst/HDR Collaboration Meeting 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach Regional
Primary Audience Professional Practitioners
Results and Impact Delivering a presentation on Delivering a Sustainable technology ecosystem and Gateway Development. Providing an update on HDR UK's work to accelerate trustworthy data use.
Year(s) Of Engagement Activity 2024
 
Description Presentation at AWS North East Scotland User Group meeting 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach Regional
Primary Audience Professional Practitioners
Results and Impact Presentation on the HIC TRE given to the AWS North East Scotland user group
Year(s) Of Engagement Activity 2023
URL https://www.manicstreetpreacher.co.uk/hic-presentations-public/20230524-aws-nescotland-tre/
 
Description Presentation at HDR UK Technology Workshop - Manchester 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Presented on the SATRE and SACRO project to a group of 40-50 influential leaders and stakeholders in the health technology community.
Year(s) Of Engagement Activity 2023
URL https://www.eventbrite.co.uk/e/hdr-uk-technology-ecosystem-autumn-workshop-tickets-743465674847
 
Description Presentation to ELIXIR-UK - Human Data Community 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Presentation covering the Gateway, Researcher Passports, Federated Analytics and the DARE Programme. Outputs were new collaborations and understanding of what we are doing in this field.
Year(s) Of Engagement Activity 2024
URL https://elixiruknode.org/activities/uk-human-data-community/
 
Description Research Software Engineers (RSE) Conference 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Emily Jefferson (CTO, HDR UK and Interim Director of DARE UK) was an invited speaker to the Seventh Annual Research Software Engineering Conference. Presentation: Can convening a Technology Ecosystem help TREs to work together?
Year(s) Of Engagement Activity 2023
URL https://rsecon23.society-rse.org/
 
Description SATRE - A National Specification for Trusted Research Environments 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Presented at the Annual HDR UK conference in Leeds
Year(s) Of Engagement Activity 2024
URL https://www.hdruk.ac.uk/hdruk-conference-2024/
 
Description TRE Quarterly Community Meetings 
Form Of Engagement Activity A formal working group, expert panel or dialogue
Part Of Official Scheme? No
Geographic Reach Regional
Primary Audience Professional Practitioners
Results and Impact Quarterly meeting to discuss current workstreams and planning for further work
Year(s) Of Engagement Activity 2024
 
Description Talk to European Genomic Data Infrastructure 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Presentation covering the work of HDR UK in the technology ecosystem, the Gateway, the Phenotype Library, the Disease Atlas, Federated Analytics and cohort discovery along with DARE UK projects.
Year(s) Of Engagement Activity 2023
URL https://gdi.onemilliongenomes.eu/
 
Description Technology Session at HDR UK Conference 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Focus on Technology for a Day of the HDR UK conference. A range of talks covering many different projects and promoting their adoption
Year(s) Of Engagement Activity 2024
URL https://www.hdruk.ac.uk/hdruk-conference-2024/
 
Description Trusted Research Environment Public Workshop 
Form Of Engagement Activity Participation in an activity, workshop or similar
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Public/other audiences
Results and Impact Two online workshops in March were run with 5-10 public members to engage with their views on their perceptions and views of trusted research environments. Input was collected and for incorporation into the SATRE specification.
Year(s) Of Engagement Activity 2023
 
Description UK TRE Community Meeting 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Emily Jefferson (CTO, HDR UK and Interim Director of DARE UK) was the keynote speaker at the UK TRE Community Meeting that was part of the RSE Conference. Presentation: Call to action!
Year(s) Of Engagement Activity 2023
URL https://www.eventbrite.com/e/uk-tre-community-september-meeting-tickets-676066472017
 
Description UK TRE Community Meetings - Monthly 
Form Of Engagement Activity A formal working group, expert panel or dialogue
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Monthly meeting with the TRE Community
Year(s) Of Engagement Activity 2024