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Institutional policies and DMP work
       in the DCC engagements

              Sarah Jones
      sarah.jones@glasgow.ac.uk
             Twitter: sjDCC
Outline

• DCC Institutional Engagement programme

• Institutional RDM policies

• DMP Online customisations
DCC Institutional Engagements
Working intensively with 20 HEIs to increase RDM capability

• 60 days of effort per HEI drawn from a mix of DCC staff

• Support varies based on what each institution wants/needs

• Deploy DCC and external tools, approaches and best practice

• Lessons and examples to be shared with the community

       www.dcc.ac.uk/community/institutional-engagements
What we offer via DCC engagements
                                 Institutional
Assess                          data catalogues
Needs            Workflow
                assessment                        Pilot RDM
                                                     tools
                                                                  Develop
     DAF & CARDIO              DCC
      assessments
                                                                  support
                             support               Guidance and
                                                     training       and
                              team                                services

                                               RDM policy
     Advocacy with senior                     development
        management

         Make the case         Customised Data
                              Management Plans
Who are we working with?
Outline

• DCC Institutional Engagement programme

• Institutional RDM policies

• DMP Online customisations
Lots of RDM policies from UK unis




www.dcc.ac.uk/resources/policy-and-legal/institutional-data-policies
Early research data policies

  “10 commandments”
    mutual promises
       aspirational


                      Baseline of RCUK Code
                      + procedures & support



                             legal compliance style
                           a section in uni DM policy
                           useful guide as appendix
How are people developing policies?

                             Theme from MRD workshop in Leeds:

                                    High level policy (ratified)
                                                +
                                  User guides, practical support
Developing data policies:                       +
     a trend for 2012                  RDM Infrastructure
http://tiny.cc/PolicyNews
                               http://tiny.cc/MRD-policy-workshop
 (news post from Dec 2011)
DCC policy support at Uni of East London

• Prepared a policy briefing - www.dcc.ac.uk/webfm_send/809
• Responded to drafts and user feedback
• User engagement for implementation


Existing models and community support meant that Steve
Grace could make progress without too much support

www.dcc.ac.uk/news/uels-perspective-data-
management-standing-start
DCC policy support at Uni of Arts London
• Scoped requirements
   – Analysed data policies of relevant arts funders
   – Consulted with RDM working group


• Wrote the policy and amended in light of UAL comments

• Policy outline main principles, a workflow for
  implementation and roles & responsibilities

        http://tiny.cc/UAL_RDM_policy
Outline

• DCC Institutional Engagement programme

• Institutional RDM policies

• DMP Online customisations
Policies  DMPs

• Every institutional RDM policy covers DMPs

• 8 of 13 RDM policies require or encourage DMPs
  over and above funder requirements
Unis can customise DMP Online

            Add your logo, colours, URL…


                                                Profile local
                                                  support

Select desired
  questions


   www.dcc.ac.uk/blog/tailoring-dmp-online-for-your-institution
Custom versions of DMP Online
•   University of Northampton
•   Queen Mary University of London
•   Oxford Brookes University
•   Goldsmiths University of London
•   University of Newcastle
•   University of Hull              in development
•   University of Edinburgh
•   ...
DMP objectives in UoE roadmap

1. Tailored DMP assistance for PIs submitting proposals
   – Analysing DMPs and collating a set of successful examples
   – Consultancy service for researchers wanting advice


2. Customise DMP Online for optimal UoE use
   – Evaluate DMP Online with Edinburgh researchers
   – Brand / customise DMP Online for Edinburgh
   – Develop custom guidance with Schools as it’s rolled out
Progress on DMP Objectives
• Collated DMPs from ERI. Abstracted guidance and examples
  will feed into DMP Online.

• Provided ad-hoc consultations for researchers. Will develop
  model for long-term delivery e.g. embed in Schools.

• In-depth evaluation of DMP Online (focus groups, guided
  interviews, usability testing...)  major changes planned

  http://www.dcc.ac.uk/news/future-plans-dmponline
Future plans on DMP Objectives

• Make changes to DMP Online & test with researchers
  (January-April)

• Roll out by School, developing custom guidance as we go
  (March onwards)

• Further develop and embed model for tailored DMP support
  as we liaise with Schools (March onwards)
Questions?




             CC-BY-NC-SA by sk8geek

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Policy and DMP

  • 1. Institutional policies and DMP work in the DCC engagements Sarah Jones sarah.jones@glasgow.ac.uk Twitter: sjDCC
  • 2. Outline • DCC Institutional Engagement programme • Institutional RDM policies • DMP Online customisations
  • 3. DCC Institutional Engagements Working intensively with 20 HEIs to increase RDM capability • 60 days of effort per HEI drawn from a mix of DCC staff • Support varies based on what each institution wants/needs • Deploy DCC and external tools, approaches and best practice • Lessons and examples to be shared with the community www.dcc.ac.uk/community/institutional-engagements
  • 4. What we offer via DCC engagements Institutional Assess data catalogues Needs Workflow assessment Pilot RDM tools Develop DAF & CARDIO DCC assessments support support Guidance and training and team services RDM policy Advocacy with senior development management Make the case Customised Data Management Plans
  • 5. Who are we working with?
  • 6. Outline • DCC Institutional Engagement programme • Institutional RDM policies • DMP Online customisations
  • 7. Lots of RDM policies from UK unis www.dcc.ac.uk/resources/policy-and-legal/institutional-data-policies
  • 8. Early research data policies “10 commandments” mutual promises aspirational Baseline of RCUK Code + procedures & support legal compliance style a section in uni DM policy useful guide as appendix
  • 9. How are people developing policies? Theme from MRD workshop in Leeds: High level policy (ratified) + User guides, practical support Developing data policies: + a trend for 2012 RDM Infrastructure http://tiny.cc/PolicyNews http://tiny.cc/MRD-policy-workshop (news post from Dec 2011)
  • 10. DCC policy support at Uni of East London • Prepared a policy briefing - www.dcc.ac.uk/webfm_send/809 • Responded to drafts and user feedback • User engagement for implementation Existing models and community support meant that Steve Grace could make progress without too much support www.dcc.ac.uk/news/uels-perspective-data- management-standing-start
  • 11. DCC policy support at Uni of Arts London • Scoped requirements – Analysed data policies of relevant arts funders – Consulted with RDM working group • Wrote the policy and amended in light of UAL comments • Policy outline main principles, a workflow for implementation and roles & responsibilities http://tiny.cc/UAL_RDM_policy
  • 12. Outline • DCC Institutional Engagement programme • Institutional RDM policies • DMP Online customisations
  • 13. Policies  DMPs • Every institutional RDM policy covers DMPs • 8 of 13 RDM policies require or encourage DMPs over and above funder requirements
  • 14. Unis can customise DMP Online Add your logo, colours, URL… Profile local support Select desired questions www.dcc.ac.uk/blog/tailoring-dmp-online-for-your-institution
  • 15. Custom versions of DMP Online • University of Northampton • Queen Mary University of London • Oxford Brookes University • Goldsmiths University of London • University of Newcastle • University of Hull in development • University of Edinburgh • ...
  • 16. DMP objectives in UoE roadmap 1. Tailored DMP assistance for PIs submitting proposals – Analysing DMPs and collating a set of successful examples – Consultancy service for researchers wanting advice 2. Customise DMP Online for optimal UoE use – Evaluate DMP Online with Edinburgh researchers – Brand / customise DMP Online for Edinburgh – Develop custom guidance with Schools as it’s rolled out
  • 17. Progress on DMP Objectives • Collated DMPs from ERI. Abstracted guidance and examples will feed into DMP Online. • Provided ad-hoc consultations for researchers. Will develop model for long-term delivery e.g. embed in Schools. • In-depth evaluation of DMP Online (focus groups, guided interviews, usability testing...)  major changes planned http://www.dcc.ac.uk/news/future-plans-dmponline
  • 18. Future plans on DMP Objectives • Make changes to DMP Online & test with researchers (January-April) • Roll out by School, developing custom guidance as we go (March onwards) • Further develop and embed model for tailored DMP support as we liaise with Schools (March onwards)
  • 19. Questions? CC-BY-NC-SA by sk8geek

Notes de l'éditeur

  1. We pulled together examples of how policies were being developed. The news post has links to blogs and draft policy texts.There was a JISC MRD workshop on policy development in Leeds in March 2012. Suggestion to have a high-level policy (fairly generic) and accompanying user guides & support (which won’t need to go through the whole ratification process each time they’re changed) Detailed guidance for implementation may be better at a departmental / group level
  2. There are two DMP objectives in the roadmap. 1. Tailored support – we’re providing a library of example DMPs and offering short (c.1hr) consultations2. Customise DMP – the DCC has evaluated DMP Online, and after making some changes will customise it for Edinburgh and roll out by School
  3. So far we’ve: collated example DMPs from ERI. The abstracted guidance from these will feed into DMP Online, as well as creating a library. we’ve run ad-hoc consultations to help researchers write DMPs and the major task has been evaluating DMP Online. The DCC has engaged with lots of stakeholders via a number of different means and after internal discussions some changes are planned. Kevin has posted an announcement about these. The biggest changes relate to the checklist itself and its relationship to the templates used by DMPOnline. The DCC will shorten the checklist and no longer use the questions in the checklist when you are creating a plan for a funder that has its own questions.
  4. So, over the coming months the DCC will be making these changes to DMP Online and then rolling out a customised version by School at Edinburgh. As they do that, the model for providing tailored support will also be developed further.