7. From Flickr by US Army Environmental Command
From Flickr by deltaMike
From Flickr by DW0825
From Flickr by Flickmor
Courtesey of WHOI
Digital data
C. Strasser
12. What is a data
management plan?
A document that
describes what you will
do with your data both
during your research
and after you complete
your project
From Flickr by Barbies Land
13. From Flickr by 401(K) 2013
For funders:
A short plan submitted
alongside grant applications
An outline of
– what will be collected
– methods
But they
– Standards
all have
different requirements
– Metadata
and express them
– sharing/access
in
different ways
– long-term storage
Includes how and why
14. Why prepare a DMP?
From Flickr by natalinha
• Saves time
• Increases research
efficiency
• Satisfies requirements
19. Small & Simple
• Document what you know now
• Share the plan with your team
• Avoid procrastination and
immobilization
• Know who to talk to
Where to start?
20. Who: "
Support Services & Collaborators
Plan section
Support
Information about data
PI, co-PIs, research staff
Metadata content & format
Librarians, data repositories
Policies for access, sharing,
reuse
Funder, institute, HIPPA, IRB,
users
Long-term storage and data
management
Librarians, IT staff, data
repositories
Budget
Sponsored programs office,
funder
21. Basic DMPs
1. Types of data
2. Data & metadata standards
3. Policies
4. Plans for preservation
5. Budget
From Flickr by Artful
Magpie
22. 1. Types of data
• Types of data produced
• Relationship to existing data
• How/when/where will the data be captured or
created?
C. Strasser
• How will the data be processed?
• Quality assurance & quality control measures
• Security: version control, backing up
biology.kenyon.edu
• Who will be responsible for data management
during/after project?
From Flickr by Lazurite
23. 2. Data & metadata standards
• What metadata are needed to make the data meaningful?
• How will you create or capture these metadata?
Wired.com
• Why have you chosen particular standards and
approaches for metadata?
24. 3. Policies for access, sharing, re-use
• Are you under any obligation to share data?
• How, when, & where will you make the data available?
• What is the process for gaining access to the data?
• Who owns the copyright and/or intellectual property?
• Will you retain rights before opening data to wider use? How
long?
• Are permission restrictions necessary?
• Embargo periods for political/commercial/patent reasons?
• Ethical and privacy issues?
• Who are the foreseeable data users?
• How should your data be cited?
25. 4. Plans for archiving & preservation
• What data will be preserved for the long term? For how
long?
• Where will data be preserved?
• What data transformations need to occur before
preservation?
• What metadata will be submitted
alongside the datasets?
• Who will be responsible for preparing
data for preservation? Who will be the
main contact person for the archived
data?
From Flickr by theManWhoSurfedTooMuch
26. 5. Budget
• Costs of data preparation & documentation
Hardware, software
Personnel
Archive fees
• How costs will be paid
Request funding!
dorrvs.com
30. DMPTool Project
• Partners started working in January
2011
• Developed requirements, divided work
• Self-funded / In-kind
31. dmptool.org
• Free
• Guides through creating a DMP
• Helps meet funder requirements
• Supplies questions
• Includes explanation/context provided by
the agency
• Provides links to the agency website
32. Wait!
Data management planning
is complex & requires dialog
Our focus:
• simplify & scale the common parts
• develop community
• provide incremental improvement
in functionality
From Flickr by ChrisGoldNY
33.
34.
35.
36.
37. Funder templates
Support for 21 public and private
funding agencies
Gordon and Betty Moore Foundation
Gulf of Mexico Research Initiative
Institute of Education Sciences
Institute of Museum and Library Services
Joint Fire Science Program
NEH Office of Digital Humanities
National Institutes of Health
National Oceanic and Atmospheric Administration
NSF Astronomical Sciences
NSF Atmospheric and Geospace Sciences
NSF Biological Sciences
NSF Chemistry Division
NSF Computer and Information Science and
Engineering
NSF Earth Sciences
NSF Education and Human Resources
NSF Emerging Frontiers in Research and
Innovation
NSF Engineering
NSF Materials Research
NSF Physics
NSF Social, Behavioral, Economic Science
58. Governance
Steering group
Partners
1. Establish institutional authentication with the
DMPTool (Shibboleth, LDAP, etc.)
2. Customize the tool with resources, help text,
suggested answers, or other information.
3. Contribute to the maintenance and
enhancement of the DMPTool codebase.
Partner principles
From Flickr by orangesparrow
59. Governance: Principles
1. Continuous improvement of the DMPTool’s utility &
features
2. User-driven requirements & development priorities
3. Community-driven progress on tool improvement
4. Enthusiasm for the DMPTool
5. Integrity of plans created and resources offered
6. Commitment to an open process for development,
enhancement, and improvement
7. Quality of code and materials created
From Flickr by orangesparrow
60. Governance: Activities
1. Enhance their users’ DMPTool experience by
accomplishing one or more of the following:
Authentication, resource customization, institution
template creation
2. Customize the appearance and functionality of the
DMPTool with their institutional logo and/or contact
information.
3. Designate a contact person as the institution’s
contact point for the DMPTool listserv and any
partner communications.
4. Designate a primary administrator to hold the
institutional administrator role in the DMPTool.
From Flickr by orangesparrow
61. Governance: Activities
5. Designate a primary administrator to hold the
institutional administrator role in the DMPTool. This role
provides important privileges regarding customization of
institutional branding; plan resources, help text, and
suggested answers; and plan review.
6. Help ensure that the DMPTool maintains its relevance
and utility
7. Contribute to an environment of shared efforts and
resources
8. Participate in the broader DMPTool Community
9. Agree to and adopt intellectual property licensing and
ownership principles
From Flickr by orangesparrow
62. Improving Data
Stewardship with the
DMPTool
Provide librarians with the
tools and resources
to claim the data management education space
64. Improving Data
Stewardship with the
DMPTool
Provide librarians with the
tools and resources
to claim the data management education space
...and explore other tools for
integration with DMPTool
67. From Flickr by scorpiorules58!
Hopes & Dreams
for DMPTool 3
68. 1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
Develop DMPTool 2 Analytics
Recommend repositories & metadata standards
Enable adaptive non-Linear templates
Provide identifiers for everything
Forge funder partnerships
From Flickr by scorpiorules58!
Generic, thorough, recommended DMP template
Enable creation of Software Management Plan
Generate checklist
Consider new cost models
Expand DMPTool Internationally
Support for languages other than English