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Data Management Planning
                             happened
                  what’s     happening
                             coming next

Carly Strasser
California Digital Library
Martin Donnelly
Digital Curation Centre
Sherry Lake                   iConference | Fort Worth, TX
University of Virginia                  12 February 2013
Housekeeping


      Workshop    #CNFWS7
    Conference    #iconf13
 Carly Strasser   @carlystrasser
Martin Donnelly   @mkdDCC
   Sherry Lake    @shlakeuva
Housekeeping
                      Slides

iconference.ischools.org/iConference13/workshop7/

slideshare.net/carlystrasser
slideshare.net/shlake
Agenda Overview

8:00 – 8:15     Data Management?
8:15 – 9:00     Policies update
9:00 – 9:45
                DMPTool update

9:45 – 10:00    Break
10:00 – 10:45   DMP Online update
14:45 – 12:00   Roundtable discussion
From Flickr by Thomas Hawk
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
DMPs for Funders
A short plan submitted alongside grant
applications
     An outline of
       –    what will be created/collected
       –    methods
       –    Standards               But they all have
       –    Metadata             different requirements
       –    sharing/access        and express them in
       –    long-term storage         different ways

     Includes how and why
A Short History

Liz Lyon:
Dealing with
Data
2008


               UK funder expectations
               2009
   2009-10
Across the Pond
   Federal Funding
   Accountability and
   Transparency Act
   2006




2010 –
present                     2010
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
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
From Flickr by thewmatt
DMPonline: dmponline.dcc.ac.uk




      Step-by-step wizard for generating DMP
   Create | edit | re-use | share | save | generate
                Open to community
From	
  Flickr	
  by	
  Serfs	
  Up!	
  




dmptool.org
Step-by-step wizard for generating DMP
Create | edit | re-use | share | save | generate
             Open to community
But Wait!
Data management planning is…
•    Complex
•    Requires dialog
•    Range of support & understanding
•    These tools:
     –  simplify & scale the common parts
     –  develop community
     –  provide incremental improvement in




                                             From	
  Flickr	
  by	
  ChrisGoldNY	
  
        functionality
Courtesy of Martin Donnelly
                                 Research           Data Library / Repository
                               Support Office
 Researcher




 DMP?




                                           Unruly
                                            Data



                   Computing       Faculty Ethics
                    Support                             Etc...
                                    Committee

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iConference: Overview of data management planning

  • 1. Data Management Planning happened what’s happening coming next Carly Strasser California Digital Library Martin Donnelly Digital Curation Centre Sherry Lake iConference | Fort Worth, TX University of Virginia 12 February 2013
  • 2. Housekeeping Workshop #CNFWS7 Conference #iconf13 Carly Strasser @carlystrasser Martin Donnelly @mkdDCC Sherry Lake @shlakeuva
  • 3. Housekeeping Slides iconference.ischools.org/iConference13/workshop7/ slideshare.net/carlystrasser slideshare.net/shlake
  • 4. Agenda Overview 8:00 – 8:15 Data Management? 8:15 – 9:00 Policies update 9:00 – 9:45 DMPTool update 9:45 – 10:00 Break 10:00 – 10:45 DMP Online update 14:45 – 12:00 Roundtable discussion
  • 5. From Flickr by Thomas Hawk
  • 6. 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
  • 7. DMPs for Funders A short plan submitted alongside grant applications An outline of –  what will be created/collected –  methods –  Standards But they all have –  Metadata different requirements –  sharing/access and express them in –  long-term storage different ways Includes how and why
  • 8. A Short History Liz Lyon: Dealing with Data 2008 UK funder expectations 2009 2009-10
  • 9. Across the Pond 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 (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
  • 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. Step-by-step wizard for generating DMP Create | edit | re-use | share | save | generate Open to community
  • 16. But Wait! Data management planning is… •  Complex •  Requires dialog •  Range of support & understanding •  These tools: –  simplify & scale the common parts –  develop community –  provide incremental improvement in From  Flickr  by  ChrisGoldNY   functionality
  • 17. Courtesy of Martin Donnelly Research Data Library / Repository Support Office Researcher DMP? Unruly Data Computing Faculty Ethics Support Etc... Committee