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Webinar for California Digital Library, 19 January 2012

Webinar for California Digital Library, 19 January 2012

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Data Management Planning and the DMPTool Presentation Transcript

  • 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   wwwMetadata   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 ManagementFrom  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  
  • 40. 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  
  • 41. 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  
  • 42. 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  
  • 43. 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