Data Management Planning Made Easy Easier From Flickr by HA! Designs -‐ Artbyheather Andrew Sallans University of Virginia Library Carly Strasser 11 December 2012 California Digital Library Coali0on for Networked Informa0on
What is a data management plan? A document that describes what you will do with your data during your research & a2er you complete your project From Flickr by spanaut
NSF DMP Requirements From Grant Proposal Guidelines: DMP supplement may include: 1. the types of data, samples, physical collecFons, soGware, 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 exisFng standards are absent or deemed inadequate, this should be documented along with any proposed soluFons or remedies) 3. policies for access and sharing including provisions for appropriate protecFon of privacy, conﬁdenFality, security, intellectual property, or other rights or requirements 4. policies and provisions for re-‐use, re-‐distribuFon, and the producFon of derivaFves 5. plans for archiving data, samples, and other research products, and for preservaFon of access to them
NSF’s Vision* DMPs and their evaluaFon will grow & change over Fme (similar to broader impacts) Peer review will determine next steps Community-‐driven guidelines – Diﬀerent disciplines have diﬀerent deﬁniFons of acceptable data sharing – Flexibility at the directorate and division levels – Tailor implementaFon of DMP requirement EvaluaJon will vary with directorate, division, & program oﬃcer *Unoﬃcially Help from Jennifer Schopf, NSF
DMPTool Project • Started working in January 2011 • Developed requirements, divided work among partners • Self-‐funded / In-‐kind • Usability tesFng at Ecological Society of America conference and University of Virginia
DMPTool ParFcipants CDL/UC3 Smithsonian University of Illinois • Trisha Cruse • Günter Waibel • Michael Grady • Perry Wille` • Howard Ding • Marisa Strong UCLA • Sarah Shreeves • Tracy Seneca • Todd Grappone • Sco` 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 CuraJon Centre DataONE • MarFn Donnelly • Amber Budden
dmptool.org • Free • Guides through creaFng a DMP • Helps meet funder requirements • Supplies quesFons • Includes explanaFon/context provided by the agency • Provides links to the agency website
Wait! Data management planning is… • Complex • Requires dialog • Range of support & understanding From Flickr by ChrisGoldNY • Our focus: – simplify & scale the common parts – develop community – provide incremental improvement in funcFonality
Access • Added to campus single sign-‐on service • InCommon / Shibboleth • Researchers use campus login
Increasing ParFcipaFon Johns Hopkins University UC Merced OrganizaJons 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 Chicago American University Northwestern University University of Illinois at Urbana-‐Arizona State University Ohio State Champaign Cal Poly State University Old Dominion University University of Iowa Cal State Chico Penn State University of Miami Cal State Fresno Purdue University of Michigan Cal State Los Angeles Rice University University of Nebraska-‐Lincoln Cal State Oﬃce of the Smithsonian InsFtuFon University of North Carolina-‐Chancellor Texas A&M Chapel Hill Clemson University Texas State University San University of Notre Dame George Mason University Marcos University of Texas at AusFn Georgia Tech Tulane University University of Virginia Humboldt State University University of Arizona University of Wisconsin-‐(CSU) UC Los Angeles Madison Indiana University UC Berkeley Yale University Iowa State University UC Davis James Madison University UC Irvine
InsFtuFon-‐speciﬁc resources Possible customiza9on: • Help text • Links to resources and services • Suggested answers Can provide speciﬁc info at diﬀerent levels • All DMPs • All DMPs for a parFcular funding agency • A quesFon within a data management plan
Growth by month since launch in October 2011 3500 3000 2500 2000 1500 1000 500 0 Unique Users Plans InsFtuFons
Growth by quarters since launch in October 2011 3000 1160 754 2012-‐Q3 2000 682 2012-‐Q2 600 2012-‐Q1 852 2011-‐Q4 1000 709 107 71 772 582 174 206 0 Unique Users Plans InsFtuFons
Plans per funder template (as of June 2012) 400 350 339 Approximate number of plans per 300 287 250 template 197 200 159 150 133 133 124 101 100 71 65 60 46 37 36 50 34 17 15 6 0
Usage by ARL InsFtuFons Averages Across ARL InsJtuJons Users at 77% of ARL insFtuFons 40 30.37 29.74 30 Shibboleth authenFcaFon in use 20 17.65 17.63 at 34% of ARL insFtuFons 10 4.73 5.04 0 Diﬀerence of 25.64 users Avg # of Users Avg # of Plans between averages of insFtuFons with and without Shibboleth Overall authenFcaFon Without Shibboleth With Shibboleth Takeaway: Shibboleth authenJcaJon appears to be a criJcal turning point demonstraJng insJtuJonal commitment and gains in value/ROI.
Governance and Sustainability Unveiling a new governance plan Formalizing a Steering Group – clear process for joining, decision making, roles and responsibiliFes DMPTool stays free – covering development and management costs through voluntary in-‐kind, grant, or cash contribuFons of Partners
Training through IMLS Grant Improving Data Stewardship with the DMPTool 1. Provide librarians with the tools and resources to claim the data management educaFon space. 2. Promote the use of and improve upon the current DMPTool.
New Areas of FuncFonality in 2013 Granular modeling Granular modeling Role-‐based user DMP life cycle of plan templates of insFtuFons authorizaFon management Search and OrganizaFonal Enhanced search InsFtuFonal reporFng for planning acFviFes and browse branding business intelligence Advanced CollaboraFve plan administraFve Open API creaFon interface
Future Work Build community of researchers, insFtuFons, funders, and libraries Expand funcJonality of the current DMPTool for users and administrators Release the DMPTool2 and provide training and documentaFon Create an open-‐source community of DMPTool contributors
Summer 2013 Intern • ExpecFng to have a role for an intern to help with project development coordinaFon in coming summer. • If interested, please contact Andrew Sallans (email@example.com).
QuesFons? Andrew Sallans: firstname.lastname@example.org Carly Strasser: email@example.com dmptool.org