The document outlines the significance of designing data management plans (DMP) for libraries, focusing on effective data collection, storage, and sharing. It emphasizes the need for proper documentation, accessibility, preservation, and communication of data, as well as the importance of assessing internal reporting and addressing external audiences. Resources for data planning, such as a data management planning tool and a guide, are also provided.

1. Kathleen Reed
kathleen. reed@v iu. ca
@kathleenreed
DESIGNING DATA PLANS:
COLLECTING, STORING, AND DELIVERING DATA
INTO THE HANDS OF PEOPLE THAT NEED IT

2. POLL
Does your library have a data
management plan (DMP) in
place for assessment data?

3. TAKE AN INVENTORY
Identify what you’ve got already
 Group by assessment theme (i.e. e-resources, circ, ref)
 Create a master sheet with user ID & passwords to access
Identify your needs
 Specific questions
 Monthly reports
 CPSLD, CARL stats
Does what you collect cover your needs?
 Outdated? Update!
 Don’t collect data you don’t need just because you can

4. DATA MANAGEMENT PLANNING
 Data Collection
 Inventory
 What are you planning on doing with the data? Format
matters!
 Documentation
 What documentation is required to understand, collect, and
use the data by someone else?
 How do you calculate x?
 Where does documentation live?

5. DATA MANAGEMENT PLANNING
 Storage & Backup
 Where are you going to store data? Is it secure?
 How are you backing it up?
 Are your files easily accessible to those who need them?

6. PILING IS NOT A GOOD
DATA MANAGEMENT STRATEGY
Flickr CC image: tifotter

7. STICKY NOTES ARE NOT A GOOD
DATA MANAGEMENT STRATEGY
Flickr CC image: Wade Morgan

8. FOLDERS AREN’T EASY ON THE EYES!

9. DATA MANAGEMENT PLANNING
 Preservation
 Storage now vs. long term preservation
 Does data, stats, or analysis go into an institutional archive?
 Sharing (External Audiences)
 Are you going to make data open access?
 Remember to write this into ethics board applications, respect contract
language
 Clean data to make it understandable, anonymous
 Provide documentation and/or code books
 Do you have a way of communicating trends, findings, and evidence -
based decisions to external university community?

10. INTERNAL REPORTING
 Sharing stats and analysis is key to establishing a
culture of assessment
 Survey colleagues about their assessment needs
 Monthly reports to all librarians
 Remember front line staff
 Different reporting for different needs
 Don’t email spreadsheets – include context and analysis

12. DATA PLANNING RESOURCES
Data Management Planning Tool (DMP)
http://dmp.library.ualberta.ca
 VIU Data Management Guide
http://libguides.viu.ca/datamanagemen
t

13. THANKS FOR LISTENING! @kathleenreed
kathleen. reed@v iu. ca