DMPTool Overview for UC Merced Research Week


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Presentation on the DMPTool at UC Merced library on 4 March 2013 for Research Week.

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DMPTool Overview for UC Merced Research Week

  1. 1. The  Data  Management   From  Flickr  by  dipster1   DMPTool     Planning  Tool    Carly  Strasser        @carlystrasser   March  2013  California  Digital  Library   UC  Merced      
  2. 2. From  Flickr  by    DW0825   From  Flickr  by  Flickmor   From  Flickr  by    deltaMike   Digital  data   C.  Strasser   Courtesey  of  WHOI   From  Flickr  by  US  Army  Environmental  Command  
  3. 3. Digital  data   +     Complex  workflows  
  4. 4. UGLY TRUTH 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    
  5. 5. From  Flickr  by  Gavinzac  ?
  6. 6. From Flickr by Thomas Hawk
  7. 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. 8. DMPs  for  Funders   A  short  plan  submitted  alongside  grant   applications      An  outline  of     –  what  will  be  created/collected   –  methods   –  Standards   But they all have different requirements –  Metadata   and express them in –  sharing/access   different ways –  long-­‐term  storage    Includes  how  and  why  
  9. 9. Evolution   Federal Funding Accountability and Transparency Act 20062010 –present 2010
  10. 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. 11. 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  •  Who  will  be  responsible  for  data  management   during/after  project?   From  Flickr  by  Lazurite  
  12. 12. 2.  Data  &  metadata  standards  •  What  metadata  are  needed  to  make  the  data  meaningful?  •  How  will  you  create  or  capture  these  metadata?  •  Why  have  you  chosen  particular  standards  and  approaches   for  metadata?  
  13. 13. 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?  
  14. 14. 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  
  15. 15. 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     –  Discipline-­‐specific   –  Flexibility  at  the  directorate  and  division  levels   –  Tailor  implementation   Evaluation  will  vary  with  directorate,  division,  &  program   officer    *Unofficially
  16. 16. From Flickr by thewmatt
  17. 17. DMPonline:   Step-by-step wizard for generating DMP Create | edit | re-use | share | save | generate Open to community
  18. 18. From  Flickr  by  Serfs  Up!
  19. 19. DMPTool  Project  •  Started  working  in  January  2011  •  Developed  requirements,  divided  work   among  partners  •  Self-­‐funded  /  In-­‐kind  
  20. 20. 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    
  21. 21.                    •  Free    •  Guides  through  creating  a  DMP  •  Helps  meet  funder  requirements     •  Supplies  questions     •  Includes  explanation/context  provided  by   the  agency   •  Provides  links  to  the  agency  website    
  22. 22. Step-by-step wizard for generating DMPCreate | edit | re-use | share | save | generate Open to community
  23. 23. 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   functionality  
  24. 24. Access  &  Customization  •  DMPTool  can  be  added  to  campus  single   sign-­‐on  service  •  Researchers  use  campus  login  for  tool    
  25. 25. 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  
  26. 26. 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    
  27. 27. DMPTool  Uptake   3500   600  Number  of  Plans  &  Unique  Users   3000   500   Number  of  Ins-tu-ons   2500   400   2000   300   1500   Unique  Users   200   1000   Plans   InsEtuEons   100   500   0   0   Oct-­‐11   Dec-­‐11   Feb-­‐12   Apr-­‐12   Jun-­‐12   Aug-­‐12  
  28. 28. Improvement  via  A.P.  Sloan  Grant   Data  Management  Planning   Tool  2:  Responding  to  the   Community    1.  Build  community  of  researchers,  institutions,  funders,  &     libraries    2.  Expand  functionality  of  the  current  DMPTool  for  users  &   administrators    3.  Release  the  DMPTool2  and  provide  training/documentation    4.  Create  an  open-­‐source  community  of  DMPTool  contributors    
  29. 29. New  Areas  of  Functionality  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    
  30. 30. IMLS  Grant   Improving  Data   Stewardship  with  the   DMPTool   Provide  librarians  with  the     tools  and  resources    to  claim  the  data  management  education  space  
  31. 31. Materials  to  be  Developed   Talking  points   Slide  decks   Promotional  materials   Environmental  scan  kit   Webinar  series   Case  studies   Customization  help   Online  Commons   Libguide    
  32. 32.  
  33. 33. Questions?  Carly  Strasser:     
  34. 34. My  website   Email  me   Tweet  me   @carlystrasser     My  slides   CDL  Blog