A. Sallans. "DMPTool: a community tool." Presented at the 2011 DataONE Users Group Meeting.

1. Data Management Plans Tool,
a community tool
11 July 2011
DataONE Users Group (DUG) Meeting

2. The what and why of a DMP
Components of a DMP The value of a DMP
1. Content Characteristics: the types of National funding agencies have data sharing
data, samples, physical collections, polices
software… Scientific journals (Nature, Science, and PLoS)
2. Standards: the standards to be used for have sharing requirements.
data and metadata format and content Distributing research results may increase
3. Access: policies for access and sharing , citations (Piwowar et al., 2007)
provisions for appropriate protection of A shared, common data set may help
privacy, confidentiality, security, researchers collaborate and accelerate
intellectual property… discoveries (NY Times, 2010).
4. Sharing: policies and provisions for re-use, Sharing research products is increasingly
re-distribution important (Nature, 2009; Science, 2011).
5. Archiving: plans for archiving data,
samples, and other research products, For the researcher:
and for preservation of access to them.
• helps organize data
• cultivate quality and efficiency
• help with preserving and sharing data
Thanks to Jeffrey Loo, Chemical Informatics Librarian, UCB
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3. Overview of project
• Eight institutions coming together
• Leveraging the work of the
DMPOnline from the UK’s
Digital Curation Centre
• Tool will have multiple phases
• Goals:
1. Help a researcher create a data management plan
that meets funder requirements
2. Help a researcher identify local information and
resources that add value to the plan
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4. Version 1 “Beta” – August 2011
• Two funder workflows
1. NSF Generic
2. NSF Biosciences
• One user-type: “Researcher”
• Authentication/association with institutional
resources for founding partner institutions
• Local accounts for non-founding partner
institutions
• Release at 2011 Annual Meeting of the Ecological
Society of America (ESA)
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5. User Type 1: DMP Tool Use Case
What a researcher can do
– DataONE Researcher
1. Establish an account
2. View sample plans
3. Preview funder requirements
4. Create, save, edit, publish plan
5. View, use, past plans
6. Use help (generic and
institution specific)
7. View news and latest changes
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6. 1.
5.
6.
2.
3.
7.
4.
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7. Select home institution -- routes users through their
organization’s authentication gateway -- pick up branding
2.
1.
HOSTED BY THE UC LIBRARIES
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
University of California
Libraries
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8. Login screen will look slightly different for organizations routing
users through their own authentication system.
HOSTED BY THE UC LIBRARIES
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
University of California
Libraries 8

9. Home screen: once the user has logged in presented
with a view of their work and options
1.
2.
3.
University of California
Libraries 9

10. 1.
2.
3.
University of California
Libraries 10

11. 11

12. 1. 2.
University of California
Libraries 12

13. Version 2 – after September 2011
• Funder workflows for all additional NSF areas
with specialized guidelines, NEH ODH, others
• Additional user types:
– “Editor”
– “Institution”
– “Funder”
• Opportunity for other institutions to authenticate
and showcase local resources
• Will likely be seeking funding support for
expansion from here forward
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14. User 2: An Editor contributing
Editor’s Roles and to the DMP Tool
responsibilities
• Primary role is to create and maintain funder
templates
• Create new funder
• Create new plan (version)
• Create question text
• Create help screen text (as applies to
questions)
• Revise and edit
• From a partner institution
• Entrusted
University of California
Libraries
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15. User 3: an institution
An institution’s use of the
DMP Tool
• A range of partners coming
together in new ways, pooling
expertise
• Libraries
• Administrative offices
• Data centers
• Faculty / researchers
SPONSORED PROJECTS OFFICE
LIBRARY OFFICE OF RESEARCH
• Create and maintain TECHNOLOGY TRANSFER / IP
relevant information
• Resource links
• Institution specific
information and tools
• Local help
• Generate reports
• Use the DMP Tool PROF. JIM CAREY,
UC DAVIS
UCLA’S NEWEST
DATA CENTER 15

16. User 4: a funder
A funder contributing to the Initial funding agencies
DMP Tool
• Add news specific to funding • NSF General
agency • NSF Directorates
– Changes to existing • National Institutes of Health
requirements • Institute of Museum and Library
– New requirements Services
• Add resources • As partners request
about a specific
funding program
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17. Summary
1. Aim to be the “go to place” for DMPs in the US
– Pulling together funder and institutional practices and
requirements
– Single institutional location for decision-making guidance for
policy, infrastructure, and services
– Open development plan allowing integration with other
systems and initiatives
2. Service as a broad community of expertise and support
for data management that enables connections between
domain areas
3. Practical approach and recognition of the realities of pre-
proposal processes and the need to make it quick and
easy
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18. Seeking Feedback
1. What do you expect to be the most valuable
part of version 1 for you?
2. What would make version 2 more valuable
for you?
3. How do you think this project should be
promoted and marketed to researchers?
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