Data Management Plans Tool, a community tool

Todd Grappone Associate University Librarian, UCLA

Trisha CruseDirector, UC Curation Center, CDL

Roadmap

• History and driving forces behind the effort• Discussion of the DMP and its impact• Partner institutions and perspective• Effort to date• Timeline for moving the project foreword• Discussion

Overview of project

• Goal: streamline the process to produce a credible and high-quality plan for managing data

• Eight institutions coming together• Developing a flexible online tool, DMP Tool, to

help researchers generate data management plans• Leveraging the work of the Digital Management

Plan Online from the DCC• Tool will have multiple phases

Driving forces behind the effort

1. Funding2. “The alternative, a “go it alone” strategy, will

only lead to dangerous isolation… yielding idiosyncratic, expensive, and ultimately unsustainable infrastructures.”

3. Leverage expertise 4. Allow researchers to focus on research (and

benefit from managing data)

(New Roles for New Times, ARL, 2011)

The what and why of a DMPComponents of a DMP1. Content Characteristics: the types of

data, samples, physical collections, software…

2. Standards: the standards to be used for data and metadata format and content

3. Access: policies for access and sharing , provisions for appropriate protection of privacy, confidentiality, security, intellectual property…

4. Sharing: policies and provisions for re-use, re-distribution

5. Archiving: plans for archiving data, samples, and other research products, and for preservation of access to them.

The value of a DMPNational funding agencies have data sharing

policesScientific journals (Nature, Science, and PLoS)

have sharing requirements. Distributing research results may increase

citations (Piwowar et al., 2007)A shared, common data set may help

researchers collaborate and accelerate discoveries (NY Times, 2010).

Sharing research products is increasingly important (Nature, 2009; Science, 2011).

For the researcher: • helps organize data • cultivate quality and efficiency• help with preserving and sharing data

Thanks to Jeffrey Loo, Chemical Informatics Librarian, UCB

Levels of Collaboration – local

Library

Sponsored Projects

Office of Research

Faculty / Researcher

Campus Data Centers

Levels of Collaboration – beyond your own backyard

Institutions

Federal Funding Agencies

International NGOsSocieties

Research programs

A look at the DMP Tool• Will produce an editable document for submission to a funding

agency• Phase 1 will provide foundation for future releases• Accommodate versions as funding requirements change• Open source -- bitbucket• Allows partner institutions to customize• An emphasis on delivering guidance and help• Four types of users / administrators:

1. Researcher2. Editor3. Funder4. Institution

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Select home institution -- routes users through theirorganization’s authentication gateway -- pick up branding

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HOSTED BY THE UC LIBRARIES

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA

University of California

Libraries

Login screen will look slightly different for organizations routing users through their own authentication system.

HOSTED BY THE UC LIBRARIES

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA

University of California

Libraries

Home screen: once the user has logged in presented with a view of their work and options

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2.

3.

University of California

Libraries

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University of California

Libraries

1. 2.

University of California

Libraries

What a researcher can do

User Type 1: DMP Tool Use Case – DataONE Researcher

1.Establish an account

2.View sample plans

3.Preview funder requirements

4.Create, save, edit, publish

plan

5.View, use, past plans

6.Use help (generic and

institution specific)

7.View news and latest

changes

Editor’s Roles and responsibilities

User 2: An Editor contributing to the DMP Tool

• Primary role is to create and maintain funder templates

• Create new funder• Create new plan (version)• Create question text• Create help screen text (as applies to

questions)• Revise and edit• From a partner institution• Entrusted

University of California

Libraries

User 3: an institutionAn institution’s use of the DMP Tool

•A range of partners coming together in new ways, pooling expertise

•Libraries•Administrative offices•Data centers•Faculty / researchers

•Create and maintain relevant information

•Resource links•Institution specific

information and tools•Local help

•Generate reports•Use the DMP Tool

LIBRARYSPONSORED PROJECTS

OFFICEOFFICE OF RESEARCH

PROF. JIM CAREY, UC DAVIS

UCLA’S NEWEST DATA CENTER

TECHNOLOGY TRANSFER / IP

User 4: a funderA funder contributing to the DMP Tool

• Add news specific to funding agency– Changes to existing

requirements– New requirements

• Add resources about a specific funding program

Initial funding agencies

•NSF General •NSF Directorates•National Institutes of Health•Institute of Museum and Library

Services•As partners request

The DMP Tool TeamAmber E Budden, PhD (aebudden@dataone.unm.edu)

Director for Community Engagement and Outreach, DataONE, University of New Mexico

Andrew Sallans (als9q@virginia.edu)Head, Strategic Data Initiatives / Scientific Data Consulting GroupCharles L. Brown Science and Engineering Library, UVA

Trisha Cruse (Patricia.cruse@ucop.edu)Director, UC Curation Center, California Digital Library

Martin DonnellyDigital Curator Researcher, Digital Curation Centre

Michael A. Grady (m-grady@illinois.edu)Executive Program Officer for CI, Office of the CIO, UIUC

Todd Grappone (grappone@library.ucla.edu)Associate University Librarian for Digital Initiatives and Information Technology, UCLA

Sherry Lake (shlake@virginia.edu)Scientific Data ConsultantCharles L. Brown Science and Engineering Library, UVA

Tracy Seneca (tracy.seneca@ucop.edu)Web Archiving Service ManagerUC Curation Center, California Digital Library

Sarah L. Shreeves (sshreeve@illinois.edu)IDEALS Coordinator, Scholarly Commons CoordinatorUniversity of Illinois at Urbana-Champaign

Marisa Strong (marisa.strong@ucop.edu)Applications DeveloperUC Curation Center, California Digital Library

Günter Waibel (WaibelG@si.edu)Director, Digitization Program OfficeSmithsonian Institution

Brad Westbrook (bdwestbrook@ucsd.edu)Head, Metadata Analysis and Specification Unit Geisel Library, UCSD Libraries

Perry Willett (perry.willett@ucop.edu)Digital Preservation Services ManagerUC Curation Center, California Digital Library

University of California

Libraries

Discussion / challenges

• These are early days• Building a tool that will

satisfy the local and general

• Bringing all the stakeholders together

• Funder participation• When will the tool be

available?• How to participate? DATASETS

PUBLICATIONS DEPLOYMENT

PLANS