The document discusses data management plans (DMPs) and the DMPTool, an online tool for creating DMPs. It notes that many researchers are not well-versed in data management practices and outlines requirements for DMPs from funders like the National Science Foundation. The DMPTool aims to simplify and scale the common parts of creating DMPs through a guided online process and allow for customization and input from different institutions and communities.

1. The
Data
Management
From
Flickr
by
dipster1
DMPTool
Planning
Tool
Carly
Strasser
@carlystrasser
15
March
2013
California
Digital
Library
Research
Lifecycle:
Partnering
for
Success

3. 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

4. Digital
data
+
Complex
workflows
From
Calisphere
via
San
Jose
Public
Library

5. UGLY TRUTH
joyfulmomma.com
Many
researchers…
are
not
taught
data
management
don’t
know
what
metadata
are
can’t
name
data
centers
or
repositories
don’t
share
data
publicly
or
store
it
in
an
archive
aren’t
convinced
they
should
share
data

6. Data
management
plan!

7. What
is
a
data
management
plan?
A
document
that
describes
what
you
will
do
with
your
data
both
during
your
research
and
after
you
complete
your
project
From Flickr by spanaut

8. Specific
Case:
DMPs
for
Funders
Short
plan
submitted
alongside
grants
An
outline
of
What
will
be
created/collected
Methods
Standards
From
Flickr
by
401(K)
2013
Metadata
Sharing/access
Long-­‐term
storage
Includes
how
and
why

9. Evolution
Federal Funding
Accountability and
Transparency Act
2006
2010 –
present 2010

10. 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

11. NSF’s
Vision*
DMPs
and
their
evaluation
will
grow
&
change
over
time
Peer
review
will
determine
next
steps
Community-­‐driven
guidelines
– Discipline-­‐specific
– Flexibility
at
the
directorate
and
division
levels
– Tailor
implementation
Evaluation
will
vary
with
directorate,
division,
&
program
officer
*Unofficially

12. From Flickr by thewmatt

13. DMPonline:
dmponline.dcc.ac.uk
Step-by-step wizard for generating DMP
Create | edit | re-use | share | save | generate
Open to community

14. From
Flickr
by
Serfs
Up!
dmptool.org

15. DMPTool
Participants
CDL/UC3
Smithsonian
University
of
Illinois
Trisha
Cruse
Günter
Waibel
Michael
Grady
Perry
Willett
Howard
Ding
Marisa
Strong
UCLA
Sarah
Shreeves
Tracy
Seneca
Todd
Grappone
Scott
Fisher
Gary
Thompson
University
of
Virginia
Stephen
Abrams
Sharon
Farbe
Andrew
Sallans
Mark
Reyes
Darrow
Cole
Sherry
Lake
Margaret
Low
Carla
Lee
Carly
Strasser
UCSD
Brad
Westbrook
Digital
Curation
Centre
DataONE
Martin
Donnelly
Amber
Budden

16. Step-by-step wizard for generating DMP
Create | edit | re-use | share | save | generate
Open to community

17. Wait!
Data
management
planning
is
complex
&
requires
dialog
Range
of
support
&
understanding
Our
focus:
From
Flickr
by
ChrisGoldNY
• simplify
&
scale
the
common
parts
• develop
community
• provide
incremental
improvement
in
functionality

29. Access
&
Customization
• DMPTool
can
be
added
to
campus
single
sign-­‐on
service
• Researchers
use
campus
login
for
tool

30. Increasing
Participation
Johns
Hopkins
University
UC
Merced
Organizations
Michigan
State
University
UC
Office
of
the
President
Moss
Landing
Marine
UC
San
Diego
with
Shibboleth
Laboratories
(CSU)
UC
San
Francisco
log-­‐in
set
up
North
Carolina
State
University
of
Chicago
University
University
of
Illinois
at
American
University
Northwestern
University
Chicago
Arizona
State
University
Ohio
State
University
of
Illinois
at
Cal
Poly
State
University
Old
Dominion
University
Urbana-­‐Champaign
Cal
State
Chico
Penn
State
University
of
Iowa
Cal
State
Fresno
Purdue
University
of
Miami
Cal
State
Los
Angeles
Rice
University
University
of
Michigan
Cal
State
Office
of
the
Smithsonian
Institution
University
of
Nebraska-­‐
Chancellor
Texas
A&M
Lincoln
Clemson
University
Texas
State
University
San
University
of
North
Carolina-­‐
George
Mason
University
Marcos
Chapel
Hill
Georgia
Tech
Tulane
University
University
of
Notre
Dame
Humboldt
State
University
University
of
Arizona
University
of
Texas
at
Austin
(CSU)
UC
Los
Angeles
University
of
Virginia
Indiana
University
UC
Berkeley
University
of
Wisconsin-­‐
Iowa
State
University
UC
Davis
Madison
James
Madison
University
UC
Irvine
Yale
University

31. Institution-­‐specific
resources
Possible
customization:
• Help
text
• Links
to
resources
and
services
• Suggested
answers
Can
provide
specific
info
at
different
levels
• All
DMPs
• All
DMPs
for
a
particular
funding
agency
• A
question
within
a
data
management
plan

33. DMPTool
Uptake
5000
700
659
Number
of
Plans
&
Unique
Users
4500
4311
Number
of
Institutions
600
4000
3500
500
3750
3000
400
2500
300
2000
1500
200
Unique
Users
1000
Plans
100
500
Institutions
0
0
Oct-­‐11
Dec-­‐11
Feb-­‐12
Apr-­‐12
Jun-­‐12
Aug-­‐12
Oct-­‐12
Dec-­‐12

34. Improvements
in
2013
Granular
modeling
Granular
modeling
Role-­‐based
user
DMP
life
cycle
of
plan
templates
of
institutions
authorization
management
Search
and
Organizational
Enhanced
search
Institutional
reporting
for
planning
activities
and
browse
branding
business
intelligence
Advanced
Collaborative
plan
administrative
Open
API
creation
interface
DMPTool
2:
Responding
to
the
Community

35. Improvements
in
2013
Granular
modeling
Granular
modeling
Role-­‐based
user
DMP
life
cycle
of
plan
templates
of
institutions
authorization
management
Search
and
Organizational
Enhanced
search
Institutional
reporting
for
planning
activities
and
browse
branding
business
intelligence
Advanced
Collaborative
plan
administrative
Open
API
creation
interface
DMPTool
2:
Responding
to
the
Community

36. Improvements
in
2013
Granular
modeling
Granular
modeling
Role-­‐based
user
DMP
life
cycle
of
plan
templates
of
institutions
authorization
management
Search
and
Organizational
Enhanced
search
Institutional
reporting
for
planning
activities
and
browse
branding
business
intelligence
Advanced
Collaborative
plan
administrative
Open
API
creation
interface
DMPTool
2:
Responding
to
the
Community

37. Improvements
in
2013
Granular
modeling
Granular
modeling
Role-­‐based
user
DMP
life
cycle
of
plan
templates
of
institutions
authorization
management
Search
and
Organizational
Enhanced
search
Institutional
reporting
for
planning
activities
and
browse
branding
business
intelligence
Advanced
Collaborative
plan
administrative
Open
API
creation
interface
DMPTool
2:
Responding
to
the
Community

38. IMLS
Grant
Improving
Data
Stewardship
with
the
DMPTool
Provide
librarians
with
the
tools
and
resources
to
claim
the
data
management
education
space

39. blogs.library.ucla.edu/dmptool

40. dmptool.org
My
website
carlystrasser.net
Email
me
carlystrasser@gmail.com
Tweet
me
@carlystrasser
My
slides
slideshare.net/carlystrasser
CDL
Blog
datapub.cdlib.org