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A presentation on Data Management Plans and DMPonline given at the EUDAT conference in Rome in October 2013.

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  • Some funders ask for data access/dissemination plans (e.g. a preliminary plan for managing ‘foreground’ in the case of the EC), or simply encourage you to describe plans for certain aspects of creating/using/managing data.
    Gareth Knight’s analysis for LSHTM highlighted the additional health funders listed here as having some form of requirement -
    For North American requirements see the DMPTool -
  • The DCC has produced a How to guide on writing DMPs and developed a tool to help
  • DMPonline has evolved greatly over the past few years, initially in terms of adding extra features and functionality requested by users, but subsequently in more fundamental ways in light of how the landscape is changing.
    When we started, only a handful of research funders asked for DMPs. The requirements have since increased and these are regularly updated. Universities often ask for DMPs now too, and they want to provide tailored guidance, specific to their local context. Discipline-specific guidance is also emerging.
    The tool is evolving to allow us to combine the different funder, institutional and disciplinary contexts to present users with the relevant questions and guidance based on what position they’re in (i.e. if they’re applying for funding but their university also asks for a DMP and offers local guidance, we’ll pull all these things together and present them to the user)
  • There has been lots of input from different communities over the years, which has shaped how the tool has evolved.
  • One of the most popular features of DMPonline is how it can be customised to suit your institution.

    1. 1. Data Management Plans and DMPonline EUDAT conference, 29th October 2013, Rome Sarah Jones Digital Curation Centre Twitter: sjDCC Funded by:
    2. 2. What is a DMP? A short plan that outlines: • what data will be created and how • how it will be managed (storage, back-up, access…) • plans for data sharing and preservation
    3. 3. Drivers for DMPs “Each funded research project, should submit a structured Data Management Plan for peer-review as an integral part of the application for funding.” Liz Lyon, Dealing with Data Asks for “institutional and project specific data management policies and plans” RCUK Common Principles University policy...
    4. 4. Which UK funders require a DMP? • overview-funders-data-policies
    5. 5. Some other funders that require DMPs or equivalent
    6. 6. Five common themes 1. Description of data to be collected / created (i.e. content, type, format, volume...) 2. Standards / methodologies for data collection & management 3. Ethics and Intellectual Property (highlight any restrictions on data sharing e.g. embargoes, confidentiality) 4. Plans for data sharing and access (i.e. how, when, to whom) 5. Strategy for long-term preservation
    7. 7. DCC Checklist for a DMP • 13 questions on what’s asked across the board • Prompts / pointers to help researchers get started • Guidance on how to answer w
    8. 8. Potential areas for collaboration • Ensuring compatibility and coherence in requirements • Collaborating on tools and sharing of good practice • Sharing ideas on reviewing and monitoring plans • Moving from compliance to benefits for researchers
    9. 9. Different stages of a DMP Outline DMP •Basic, short plan •Answer 3 questions •Written at grant application stage Full DMP •Detailed plan •Define procedures •Written in conjunction with data centres •
    10. 10. A useful framework to get started •Brief explanation of questions •Sample statements of what to write •
    11. 11. •
    12. 12. Help from the DCC • • •how-guides/develop-data-plan
    13. 13. What is DMPonline? A web-based tool to help researchers write data management plans A short history •Launched in April 2010 at the Jisc conference •Released v.2 in March 2011 with extra functionality •Released v.3 in April 2012 with revisions in light of the DMPTool and work from the Jisc MRD programme •v.4 beta just out, incorporating major changes from evaluation
    14. 14. Main features in DMPonline •Templates for different requirements (funder or institution) •Tailored guidance (funder, institutional, discipline-specific etc) •Ability to provide examples and boilerplate text •Supports multiple phases (e.g. pre- / during / post-project) •Granular read / write / share permissions •Customised exports to a variety of formats •API for systems interoperability •Shibboleth authentication
    15. 15. Collaboration on DMPonline • Developed funder-specific guidance in collaboration with funders • Developed institutional templates (questions and locally-specific guidance) with key contacts in universities • Developed and deployed discipline-specific guidance with Jisc MRD projects (e.g. DMTPsych at York) • Provide ongoing advice to the DMPTool consortium • The use of DMPonline has been mooted for Horizon 2020
    16. 16. DMPonline v.4 beta
    17. 17. Creating an account Asks for email, organisation and password Auto-fills uni options as you type
    18. 18. Creating a plan Select your funder (if any) Select relevant uni for DMP questions and guidance Select other sources of guidance
    19. 19. Tailoring at multiple levels Options to have questions and guidance at institutional and ‘unit’ level
    20. 20. Summary of what’s in a plan
    21. 21. Overview of sections in a plan Allows multiple phases Summary page with dropdown buttons to expand and answer each section
    22. 22. Questions and guidance Easy-format text boxes to answer Can pre-populate boxes with examples / suggested answers
    23. 23. Answering questions Notes who has answered the question Progress bar updates how much is left
    24. 24. Sharing plan with collaborators Allow colleagues to readonly, edit your plan or become co-owners
    25. 25. Exporting plans
    26. 26. Institutions can customise DMPonline •Profile local support via custom guidance and boilerplate text Add your logo, URL etc •Select / write desired questions •
    27. 27. Want to use DMPonline? • Try out the beta at: • Request new features on GitHub: • Contact us about collaboration on:
    28. 28. Thanks – any questions? DCC guidance, tools and case studies: Follow us on twitter: @digitalcuration and #ukdcc