Webinar for California Digital Library, 19 January 2012

1. Data
Management
Plans
Tips
Tricks
From
Flickr
by
dipster1
Tools
Carly
Strasser
&
Perry
Willett
University
of
California
Curation
Center
California
Digital
Library
19
January
2012
Ÿ
UC3
Webinar
Series
Ÿ
California
Digital
Library

2. Roadmap
4. DMPTool
3. Toolbox
2. Data
Management
Plans
101
1. Welcome
&
Logistics

3. Logistics
for
Webinar
• Participants
on
mute
• Chat
is
being
monitored
• ~15
minutes
for
Q&A
after
webinar
• Slides
and
web/voice
recordings
will
be
posted
after
presentation
• Phone:
866-­‐740-­‐1260,
access
code
6408974#
• Schedule
of
webinars
available
at
www.cdlib.org/uc3/uc3webinars.html
19
January
2012
Ÿ
UC3
Webinar
Series
Ÿ
California
Digital
Library

4. Who
we
are
Partnership
between
CDL
|
10
UC
campuses
|
Peer
institutions
Provide
solutions,
services,
resources
for
digital
assets
Pool
&
distribute
diverse
experience,
expertise,
&
resources
19
January
2012
Ÿ
UC3
Webinar
Series
Ÿ
California
Digital
Library

5. Who
we
are
19
January
2012
Ÿ
UC3
Webinar
Series
Ÿ
California
Digital
Library

6. Who
you
are
Re se a rc h e r ra r ia n
Li b
???
G rad st ude nt Ad m i n ist rato r
emily
From
Flickr
by
maybe
19
January
2012
Ÿ
UC3
Webinar
Series
Ÿ
California
Digital
Library

7. Who
you
are
C o nt r ib u to r
Help
us
improve
the
DMPTool
By
taking
this
survey:
http://tinyurl.com/DMPToolsurvey
http://www.surveymonkey.com/s/LSTV8QL
19
January
2012
Ÿ
UC3
Webinar
Series
Ÿ
California
Digital
Library

8. Roadmap
4. DMPTool
3. Toolbox
2. Data
Management
Plans
101
1. Welcome
&
Logistics

9. From
Flickr
by
DW0825
From
Flickr
by
Flickmor
From
Flickr
by
deltaMike
Digital
data
www.woodrow.org
C.
Strasser
Courtesey
of
WHOI
From
Flickr
by
US
Army
Environmental
Command

10. Where
data
end
up
From
Flickr
by
diylibrarian
www
blog.order2disorder.com
From
Flickr
by
csessums
Data
Metadata
From
Flickr
by
csessums
Recreated
from
Klump
et
al.
2006

11. Who
cares?
www.rba.gov.au
From
Flickr
by
AJC1
From
Flickr
by
Redden-­‐McAllister

12. Where
data
end
up
From
Flickr
by
diylibrarian
www
Data
www
Metadata
From
Flickr
by
torkildr
Recreated
from
Klump
et
al.
2006

13. Trends
in
Data
Archiving
Journal
publishers
Joint
Data
Archiving
Agreement

14. Trends
in
Data
Archiving
Journal
publishers
Joint
Data
Archiving
Agreement
Data
Papers
Ecological
Archives,
Beyond
the
PDF

15. Trends
in
Data
Archiving
Journal
publishers
Joint
Data
Archiving
Agreement
Data
Papers
Ecological
Archives,
Beyond
the
PDF
Funders
Data
management
requirements

16. What
is
a
data
management
plan?
A
document
that
describes
what
you
will
do
with
your
data
during
and
after
you
complete
your
research
Robert
Stadler
installation
from
Flickr
by
Dom
Dada

17. Why
should
I
prepare
a
DMP?
Saves
time
Increases
efficiency
Easier
to
use
data
Others
can
understand
&
use
data
Credit
for
data
products
Funders
require
it

18. NSF
DMP
Requirements
From
Grant
Proposal
Guidelines:
DMP
supplement
may
include:
1. the
types
of
data,
samples,
physical
collections,
software,
curriculum
materials,
and
other
materials
to
be
produced
in
the
course
of
the
project
2.
the
standards
to
be
used
for
data
and
metadata
format
and
content
(where
existing
standards
are
absent
or
deemed
inadequate,
this
should
be
documented
along
with
any
proposed
solutions
or
remedies)
3.
policies
for
access
and
sharing
including
provisions
for
appropriate
protection
of
privacy,
confidentiality,
security,
intellectual
property,
or
other
rights
or
requirements
4.
policies
and
provisions
for
re-­‐use,
re-­‐distribution,
and
the
production
of
derivatives
5.
plans
for
archiving
data,
samples,
and
other
research
products,
and
for
preservation
of
access
to
them

19. NSF’s
Vision*
DMPs
and
their
evaluation
will
grow
&
change
over
time
(similar
to
broader
impacts)
Peer
review
will
determine
next
steps
Community-­‐driven
guidelines
– Disciplines
have
different
definitions
of
acceptable
data
sharing
– Flexibility
at
the
directorate
and
division
levels
– Tailor
implementation
of
DMP
requirement
Evaluation
will
vary
with
directorate,
division,
&
program
officer
*Unofficially
Help
from
Jennifer
Schopf,
NSF

20. NSF’s
Vision*
DMPs
are
a
good
first
step
towards
improving
data
stewardship
– starting
discussion
– scientists
learning
about
data
management
Additional
expertise
on
panels
to
effectively
evaluate
DMPs
(?)
Working
group
will
assess
outcomes
*Unofficially

21. NSF
DMP
Requirements
From
Grant
Proposal
Guidelines:
DMP
supplement
may
include:
1. the
types
of
data,
samples,
physical
collections,
software,
curriculum
materials,
and
other
materials
to
be
produced
in
the
course
of
the
project
2.
the
standards
to
be
used
for
data
and
metadata
format
and
content
(where
existing
standards
are
absent
or
deemed
inadequate,
this
should
be
documented
along
with
any
proposed
solutions
or
remedies)
3.
policies
for
access
and
sharing
including
provisions
for
appropriate
protection
of
privacy,
confidentiality,
security,
intellectual
property,
or
other
rights
or
requirements
4.
policies
and
provisions
for
re-­‐use,
re-­‐distribution,
and
the
production
of
derivatives
5.
plans
for
archiving
data,
samples,
and
other
research
products,
and
for
preservation
of
access
to
them

22. 1. Types
of
data
&
other
information
• 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
is
metadata?
Data
reporting
• WHO
created
the
data?
Wired.com
• WHAT
is
the
content
of
the
data
set?
• WHEN
was
it
created?
• WHERE
was
it
collected?
• HOW
was
it
developed?
• WHY
was
it
developed?
From
Flickr
by
proteinbiochemist

24. 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?

25. 3. Policies
for
access
&
sharing
4. Policies
for
re-­‐use
&
re-­‐distribution
• 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?

26. 5. 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

27. Don’t
forget:
Budget
• Costs
of
data
preparation
&
documentation
Hardware,
software
Personnel
Archive
fees
• How
costs
will
be
paid
Request
funding!
dorrvs.com

28. Roadmap
4. DMPTool
3. Toolbox
2. Data
Management
Plans
101
1. Welcome
&
Logistics

29. Toolbox:
From
Flickr
by
dipster1
www.dataone.org
• Data
Education
Tutorials
• Database
of
best
practices
&
software
tools
• Links
to
DMPTool
• Primer
on
data
management
From
Flickr
by
Robert
Hruzek

30. Toolbox:
101"
Data Management
From
Flickr
by
dipster1
DCXL
website
dcxl.cdlib.org
• Data
Education
Tutorials
• Primer
on
data
management
• Other
resources

31. Toolbox:
From
Flickr
by
dipster1
DCXL
blog:
dcxl.cdlib.org
• Data
Education
Tutorials
• Primer
on
data
management
• Other
resources
dcxl.cdlib.org
www.carlystrasser.net/Resources

32. Toolbox:
From
Flickr
by
dipster1
Institutional
Services
UC
Community:
www.cdlib.org/services/uc3
Deposit
|
Share
|
Preserve
data
Precise
identification
of
a
dataset
Credit
to
data
producers
and
data
publishers
Link
traditional
literature
to
data
Research
metrics
for
datasets

33. Toolbox:
From
Flickr
by
dipster1
Institutional
Services
Check
with
your
institution’s
librarians

34. Toolbox:
From
Flickr
by
dipster1
DMPTool
dmp.cdlib.org

35. Roadmap
4. DMPTool
3. Toolbox
2. Data
Management
Plans
101
1. Welcome
&
Logistics

36. DMPTool
for
Data
Management
Plans
• Helps
researchers
meet
requirements
of
NSF
and
other
U.S.
funding
agencies.
• Guides
researchers
through
the
process
of
creating
a
data
management
plan.
• Is
available
to
everyone
at
no
cost.
• Provides
additional
help
for
researchers
at
DMPTool
partner
institutions
http://dmp.cdlib.org
Jan
19,
2012

37. Goals
of
the
DMPTool,
I
• To
provide
researchers
a
simple
way
to
create
a
Data
Management
Plan
by
giving
them
information
from
the
funding
agency:
– Questions
asked
by
the
agency
– Any
additional
explanation
or
context
provided
by
the
agency
– Links
to
the
agency
website
for
policies,
help,
guidance
http://dmp.cdlib.org
Jan
19,
2012

38. Goals
of
the
DMPTool,
II
• To
provide
researchers
with
additional
information
from
their
local
institution:
– Resources
and
services
to
help
them
manage
data
– Help
text
for
specific
questions
– Suggested
answers
to
questions
that
they
can
simply
cut-­‐and-­‐paste
– News
and
events
related
to
data
management
on
their
campus
http://dmp.cdlib.org
Jan
19,
2012

39. DMPTool
project
• Partners:
CDL,
DataONE,
Smithsonian,
UCLA,
UCSD,
UIUC,
UVa,
Digital
Curation
Centre
(UK)
– Great
team!
• Started
work
in
January
2011
• Developed
requirements,
divided
work
among
partners,
self-­‐funded
• Usability
testing
at
Ecological
Society
of
America
conference
and
Univ
of
Virginia
http://dmp.cdlib.org
Jan
19,
2012

53. Future
Development
• Partners’
meeting
in
late
January
to
discuss
– User
survey
results
– Priorities
for
additional
development
– Governance,
development,
funding
models
• Additional
US
funding
agencies
(NIH,
others)
coming
soon
http://dmp.cdlib.org
Jan
19,
2012

54. How
you
can
participate
• User
survey
• Talk
to
your
librarian
or
data
center
staff
about:
– Shibboleth
login
(“single
sign-­‐on”)
– Add
links
to
local
resources,
help
text,
suggested
answers,
contact
information
– Blog
for
local
news
and
events
http://dmp.cdlib.org
Jan
19,
2012

55. Project
participants
• CDL/UC3:
• Smithsonian
• Univ
of
Illinois:
– Trisha
Cruse
Institution:
– Michael
Grady
– Perry
Willett
– Günter
Waibel
– Howard
Ding
– Marisa
Strong
– Sarah
Shreeves
– Tracy
Seneca
• UCLA:
– Scott
Fisher
– Todd
Grappone
• Univ
of
Virginia:
– Stephen
Abrams
– Gary
Thompson
– Andrew
Sallans
– Mark
Reyes
– Darrow
Cole
– Sherry
Lake
– Margaret
Low
• UCSD:
– Carla
Lee
• DataONE:
– Brad
Westbrook
• Digital
Curation
– Amber
Budden
Centre:
– Martin
Donnelly
http://dmp.cdlib.org
Jan
19,
2012

56. Email
us:
uc3@ucop.edu
UC
Community:
www.cdlib.org/services/uc3
Help
us
improve
the
DMPTool
By
taking
this
survey:
http://tinyurl.com/DMPToolsurvey
http://www.surveymonkey.com/s/LSTV8QL
19
January
2012
Ÿ
UC3
Webinar
Series
Ÿ
California
Digital
Library