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… because good research needs good data




Supporting data management planning

                    Sarah Jones
              Digital Curation Centre
               University of Glasgow

            sarah.jones@glasgow.ac.uk

                                                        Funded by:




  DCC London Roadshow,   21-22 May 2012,   #dccLondon
… because good research needs good data




                  Overview
• What do funders expect?

• How to write a DMP?

• What can DMP Online offer?




   DCC London Roadshow,   21-22 May 2012,   #dccLondon
… because good research needs good data



       Funders have DMP requirements




•www.dcc.ac.uk/resources/policy-and-legal/overview-funders-data-policies
   •DMPOnline at the Roadshow, workshop, 1-2 Dec 2011, #jiscmrd
      DCC London JISC MRD 21-22 May 2012, #dccLondon
… because good research needs good data



             Funders are looking for:
• A brief plan submitted in grant applications, and in the case
  of NERC, a more detailed plan once funded

• 1-2 sides of A4 as an attachment or a section in Je-S form

• Typically a prose statement covering suggested themes

• Outline DM & sharing plans, justify decisions and limitations




      DCC London Roadshow,    21-22 May 2012,   #dccLondon
… because good research needs good data



They all ask for slightly different things…




  www.dcc.ac.uk/resources/data-management-plans/funders-requirements

     DCC London Roadshow,        21-22 May 2012,    #dccLondon
… because good research needs good data


         …but there are common themes
1. Description of data to be collected / created
    (i.e. content, type, format, volume...)

4. Standards / methodologies for data collection & management

•   Ethics and Intellectual Property
    (highlight any restrictions on data sharing e.g. embargoes, confidentiality)

9. Plans for data sharing and access
    (i.e. how, when, to whom)

12. Strategy for long-term preservation
         DCC London Roadshow,          21-22 May 2012,    #dccLondon
… because good research needs good data



             Ultimately funders expect:
• timely release of data
   - once patents are filed or on (acceptance for) publication

• open data sharing
   - minimal or no restrictions if possible

• preservation of data
   - typically 5-10+ years if of long-term value

              See the RCUK Common Principles on data policy:
              www.rcuk.ac.uk/research/Pages/DataPolicy.aspx

      DCC London Roadshow,          21-22 May 2012,   #dccLondon
… because good research needs good data




                  Overview
• What do funders expect?

• How to write a DMP?

• What can DMP Online offer?




   DCC London Roadshow,   21-22 May 2012,   #dccLondon
… because good research needs good data



         Pointers to get started

• Encourage consultation and collaboration

• Base plans on available skills & support

• Make sure implementation is feasible

• Justify the decisions



   DCC London Roadshow,   21-22 May 2012,   #dccLondon
… because good research needs good data


     A useful guidance framework


                                               Think about why
                                              the questions are
                                                being asked –
                                              what are funders
                                                 looking for?


                                               Give examples



•www.icpsr.umich.edu/icpsrweb/ICPSR/dmp/index.jsp

  DCC London Roadshow,   21-22 May 2012,   #dccLondon
… because good research needs good data



             Help from the DCC




                           •https://dmponline.dcc.ac.uk




www.dcc.ac.uk/resources/how-guides/develop-data-plan
    DCC London Roadshow,   21-22 May 2012,   #dccLondon
… because good research needs good data



                  Overview

• What do funders expect?

• How to write a DMP?

• What can DMP Online offer?




   DCC London Roadshow,   21-22 May 2012,   #dccLondon
… because good research needs good data



            What is DMP Online?

A web-based tool to help researchers write plans

It features:
• Templates based on different requirements
• Tailored guidance (disciplinary, funder etc)
• Customised exports to a variety of formats
• Ability to share DMPs with others

    DCC London Roadshow,   21-22 May 2012,   #dccLondon
… because good research needs good data


Select templates for your context




DCC London Roadshow,   21-22 May 2012,   #dccLondon
… because good research needs good data



  Relevant content is presented

                                         Funder questions
                                            mapped to
                                          DCC questions

                                         plus customised
                                             guidance




DCC London Roadshow,   21-22 May 2012,   #dccLondon
… because good research needs good data


     DMP Online v3.0 just released!
•   Improved user interface, inc. customisable institutional versions
•   New features:
     • Overlaying multiple templates for ‘hybrid’ DMPs
     • Template phases (e.g. pre- / during / post-project)
     • Granular read / write / share permissions
     • API for systems interoperability
     • Shibboleth authentication
     • Multilingual support / boilerplate text
•   Endorsement from funders

      www.dcc.ac.uk/news/dmp-online-v3-launches


    DCC London Roadshow,         21-22 May 2012,     #dccLondon
… because good research needs good data



       You can customise it for your uni

                             Add your logo, colours, URL…




      Select desired
        questions

•www.dcc.ac.uk/blog/tailoring-dmp-online-for-your-institution

      DCC London Roadshow,    21-22 May 2012,   #dccLondon
… because good research needs good data


  Profile local support available




DCC London Roadshow,   21-22 May 2012,   #dccLondon
… because good research needs good data




               Any questions?

  All of our DMP-related resources are online at:
www.dcc.ac.uk/resources/data-management-plans


DMP Online queries to martin.donnelly@ed.ac.uk



   DCC London Roadshow,   21-22 May 2012,   #dccLondon
… because good research needs good data



          Exercise: supporting DMPs

Read the short case studies.

Discuss the merits of each approach in groups:

• Which approach do you favour?
• What is feasible to implement at your institution?
• Is there any other support that you would provide?


     DCC London Roadshow,   21-22 May 2012,   #dccLondon

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Supporting-DMPs

  • 1. … because good research needs good data Supporting data management planning Sarah Jones Digital Curation Centre University of Glasgow sarah.jones@glasgow.ac.uk Funded by: DCC London Roadshow, 21-22 May 2012, #dccLondon
  • 2. … because good research needs good data Overview • What do funders expect? • How to write a DMP? • What can DMP Online offer? DCC London Roadshow, 21-22 May 2012, #dccLondon
  • 3. … because good research needs good data Funders have DMP requirements •www.dcc.ac.uk/resources/policy-and-legal/overview-funders-data-policies •DMPOnline at the Roadshow, workshop, 1-2 Dec 2011, #jiscmrd DCC London JISC MRD 21-22 May 2012, #dccLondon
  • 4. … because good research needs good data Funders are looking for: • A brief plan submitted in grant applications, and in the case of NERC, a more detailed plan once funded • 1-2 sides of A4 as an attachment or a section in Je-S form • Typically a prose statement covering suggested themes • Outline DM & sharing plans, justify decisions and limitations DCC London Roadshow, 21-22 May 2012, #dccLondon
  • 5. … because good research needs good data They all ask for slightly different things… www.dcc.ac.uk/resources/data-management-plans/funders-requirements DCC London Roadshow, 21-22 May 2012, #dccLondon
  • 6. … because good research needs good data …but there are common themes 1. Description of data to be collected / created (i.e. content, type, format, volume...) 4. Standards / methodologies for data collection & management • Ethics and Intellectual Property (highlight any restrictions on data sharing e.g. embargoes, confidentiality) 9. Plans for data sharing and access (i.e. how, when, to whom) 12. Strategy for long-term preservation DCC London Roadshow, 21-22 May 2012, #dccLondon
  • 7. … because good research needs good data Ultimately funders expect: • timely release of data - once patents are filed or on (acceptance for) publication • open data sharing - minimal or no restrictions if possible • preservation of data - typically 5-10+ years if of long-term value See the RCUK Common Principles on data policy: www.rcuk.ac.uk/research/Pages/DataPolicy.aspx DCC London Roadshow, 21-22 May 2012, #dccLondon
  • 8. … because good research needs good data Overview • What do funders expect? • How to write a DMP? • What can DMP Online offer? DCC London Roadshow, 21-22 May 2012, #dccLondon
  • 9. … because good research needs good data Pointers to get started • Encourage consultation and collaboration • Base plans on available skills & support • Make sure implementation is feasible • Justify the decisions DCC London Roadshow, 21-22 May 2012, #dccLondon
  • 10. … because good research needs good data A useful guidance framework Think about why the questions are being asked – what are funders looking for? Give examples •www.icpsr.umich.edu/icpsrweb/ICPSR/dmp/index.jsp DCC London Roadshow, 21-22 May 2012, #dccLondon
  • 11. … because good research needs good data Help from the DCC •https://dmponline.dcc.ac.uk www.dcc.ac.uk/resources/how-guides/develop-data-plan DCC London Roadshow, 21-22 May 2012, #dccLondon
  • 12. … because good research needs good data Overview • What do funders expect? • How to write a DMP? • What can DMP Online offer? DCC London Roadshow, 21-22 May 2012, #dccLondon
  • 13. … because good research needs good data What is DMP Online? A web-based tool to help researchers write plans It features: • Templates based on different requirements • Tailored guidance (disciplinary, funder etc) • Customised exports to a variety of formats • Ability to share DMPs with others DCC London Roadshow, 21-22 May 2012, #dccLondon
  • 14. … because good research needs good data Select templates for your context DCC London Roadshow, 21-22 May 2012, #dccLondon
  • 15. … because good research needs good data Relevant content is presented Funder questions mapped to DCC questions plus customised guidance DCC London Roadshow, 21-22 May 2012, #dccLondon
  • 16. … because good research needs good data DMP Online v3.0 just released! • Improved user interface, inc. customisable institutional versions • New features: • Overlaying multiple templates for ‘hybrid’ DMPs • Template phases (e.g. pre- / during / post-project) • Granular read / write / share permissions • API for systems interoperability • Shibboleth authentication • Multilingual support / boilerplate text • Endorsement from funders www.dcc.ac.uk/news/dmp-online-v3-launches DCC London Roadshow, 21-22 May 2012, #dccLondon
  • 17. … because good research needs good data You can customise it for your uni Add your logo, colours, URL… Select desired questions •www.dcc.ac.uk/blog/tailoring-dmp-online-for-your-institution DCC London Roadshow, 21-22 May 2012, #dccLondon
  • 18. … because good research needs good data Profile local support available DCC London Roadshow, 21-22 May 2012, #dccLondon
  • 19. … because good research needs good data Any questions? All of our DMP-related resources are online at: www.dcc.ac.uk/resources/data-management-plans DMP Online queries to martin.donnelly@ed.ac.uk DCC London Roadshow, 21-22 May 2012, #dccLondon
  • 20. … because good research needs good data Exercise: supporting DMPs Read the short case studies. Discuss the merits of each approach in groups: • Which approach do you favour? • What is feasible to implement at your institution? • Is there any other support that you would provide? DCC London Roadshow, 21-22 May 2012, #dccLondon

Editor's Notes

  1. Several of the main UK research funders have requirements relating to data management planning in their data policies
  2. Funders typically ask for a short (1-2 page) plan submitted in grant applications They suggest themes to be covered and generally want a short statement that covers these as appropriate to the proposed research
  3. Funder requirements are all expressed differently Each asks a different combination of questions and the emphasis varies (biomedical funders for example focus on data sharing).
  4. These are five common themes asked by most funders.
  5. Data management plans are a way to check compliance with funders’ data policies and the driver behind these is open access. DMPs should reassure funders that data will be released asap, shared openly where possible and preserved if of long-term value
  6. - Data management is a team effort, so encourage consultation between researchers and support services to develop an appropriate plan - Make sure researchers are aware of available support and know what can be written in - Plans need to be realistic or they could weaken the research proposal - Always explain why choices have been made
  7. I recommend this ICPSR resource It explains the importance of different questions as a pointer to how to answer Examples are given. This is the most frequent request we get at DCC - examples help researchers think of what to write for their context
  8. The DCC has produced a How to guide on writing DMPs and developed a tool to help
  9. DMP Online is a tool to help researchers write plans. It pulls together the various requirements and relevant support to make the process easier. So, how does it work…
  10. At the outset you’re asked to select templates that are appropriate for your context e.g. funder templates if applying for funding, disciplinary or institutional ones etc
  11. You’re then presented with a template which draws out relevant questions from the DCC Checklist together with custom guidance
  12. DMP Online version 3 has just been released (May 2012) and it brings significant added functionality to the tool You can now layer different templates to meet various requirements at once, an API is being developed and boilerplate text can be added.
  13. Institutional versions of DMP Online can also be provided – just select the questions you want to include, add your branding etc Options for customisation are available in Martin’s blog post
  14. You can also add local guidance, links to support staff at your uni and suggested answers where appropriate