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Slides for workshop on Data Management and DMPTool for IMLS WebWise Conference, Baltimore, February 2014.
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Carly Strasser | @carlystrasser California Digital Library
WebWise Feb 2014
From Flickr by David Blaine
I am not a librarian. From Flickr by ransomtech
Why am I here?
Because I believe in the scientific process
Because I believe in the scientific process
… which includes reproducibility
From Flickr by ~Minnea~
Reproducibility Data management
Documentation
From
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or
From
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y US
Arm
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omm
and
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C. Strasser
Cour
tese
y of
WHO
I
From
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y d
eltaM
ike
Digital data
Digital data +
Complex workflows
OSTP
DMP requirements
Open Data
data sharing mandates
From
Flic
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y th
ewm
att
From Flickr by ahockey
DMPs!
From
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y gs
agos
tinho
What I tell researchers…
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
What is a data management plan?
For funders: A short plan submitted alongside grant applications
But they all have different requirements and express them in
different ways
From Flickr by 401(K) 2013
An outline of – what will be collected – methods – Standards – Metadata – sharing/access – long-term storage
Includes how and why
• Saves time • Increases research
efficiency • Satisfies requirements
Why prepare a DMP? From Flickr by natalinha
When do you plan?
Yes.
Plan
Collect
Assure
Describe
Preserve
Discover
Integrate
Analyze Proposal writing
Research
Publication
Ideas
When do you plan?
Remember!
From Flickr by gmacfadyen
• Keep plans current • Incorporate changes • Use as a guide for daily
activities
From
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kr b
y ce
likins
Where to start?
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?
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
Basic DMPs
From Flickr by Artful Magpie
1. Types of data 2. Data & metadata standards 3. Policies 4. Plans for preservation 5. Budget
• Types of data produced • Relationship to existing data • How/when/where will the data be captured or
created? • How will the data be processed? • Quality assurance & quality control measures • Security: version control, backing up • Who will be responsible for data management
during/after project?
1. Types of data
biology.kenyon.edu
C. Strasser
From Flickr by Lazurite
Wired.com
• What metadata are needed to make the data meaningful? • How will you create or capture these metadata? • Why have you chosen particular standards and
approaches for metadata?
2. Data & metadata standards
• 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?
3. Policies for access, sharing, re-use
• 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?
4. Plans for archiving & preservation
From Flickr by theManWhoSurfedTooMuch
• 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?
5. Budget • Costs of data preparation & documentation
Hardware, software Personnel Archive fees
• How costs will be paid Request funding!
dorrvs.com
Current DMP tools
From
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y m
hlrad
io
Step-by-step wizard for generating DMP Create | edit | re-use | share | save | generate
Open to community
DMPonline: dmponline.dcc.ac.uk
From Flickr by Max Chu
dmptool.org
DMPTool Project • Partners started working in January
2011 • Developed requirements, divided work • Self-funded / In-kind
• 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
dmptool.org
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
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
From Flickr by OZinOH
DMPTool2
DMPTool Uptake
0
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Num
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titut
ions
Num
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f Plan
s (so
lid) &
Uniq
ue U
sers
(das
hed)
Unique Users Plans Institutions
DMPTool 2: Responding to the Community
Coming Soon!
Plan Creators & Plan
Administrators
2
2 Open RESTful API ?
Yelp
Google Maps
APIs
DMPTool
• Invisible to user • Exposes specific functionality
and/or data • Other functionality/data
protected Other stuff
API
Interactions Popularity
API Benefits
Improve functionality Add more functionality
Combine with their services
New Features
Refactored UI
Expanded roles & co-ownership Creator roles – Owner – Co-owner
Administrative roles – DMP template editor – Resources editor – Institutional reviewer – Institutional administrator – DMPTool administrator
Self-service admin functions
Self-service admin functions
Self-service admin functions
Sharing
1. Private – owners & co-owners only
2. Within institution 3. Publicly
Review capabilities
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
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
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
From Flickr by orangesparrow
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
Provide librarians with the tools and resources
to claim the data management education space
Improving Data Stewardship with the DMPTool
Improving Data Stewardship with the DMPTool
Webinar series Case studies
Blog development Talking points
Collect resources
Provide librarians with the tools and resources
to claim the data management education space
...and explore other tools for integration with DMPTool
Improving Data Stewardship with the DMPTool
From Flickr by Michael MM!
Oakland January
2014
Hopes & Dreams for DMPTool 3
From Flickr by scorpiorules58!
From Flickr by scorpiorules58!
1. Develop DMPTool 2 Analytics 2. Recommend repositories & metadata standards 3. Enable adaptive non-Linear templates 4. Provide identifiers for everything 5. Forge funder partnerships 6. Generic, thorough, recommended DMP template 7. Enable creation of Software Management Plan 8. Generate checklist 9. Consider new cost models 10. Expand DMPTool Internationally 11. Support for languages other than English
blog.dmptool.org
facebook.com/dmptool
Email Tweet me My slides
[email protected] @carlystrasser slideshare.net/carlystrasser
Questions? Website
Twitter Blog
dmptool.org @TheDMPTool blog.dmptool.org