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Machine-actionable Data Management Plans
JOSS, Tokyo 28 May 2019
Tomasz Miksa | SBA Research & TU Wien Simon Oblasser | TU Wien
tmiksa@sba-research.org simon.oblasser@tuwien.ac.at
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
US NSF Dear Colleague Letter from May 20, 2019
https://www.nsf.gov/pubs/2019/nsf19069/nsf19069.jsp
“… open science can be further advanced by two effective data
practices: use of persistent IDs for research data, and use of DMP
tools that create machine-readable DMPs.”
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
What does machine-actionable DMP mean?
§  information in a DMP is structured in a way such that
machines can act upon it
-  machine-readable data format, reuse of existing standards,
controlled vocabulary, PIDs, …
Source: Tomasz Miksa, Peter Neish, Paul Walk, & Andreas Rauber. (2018). Defining
requirements for machine-actionable Data Management Plans (Version preprint). Zenodo.
http://doi.org/10.5281/zenodo.1266211
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
§  services which support machine-actionable DMPs can
-  provide information for a DMP
-  consume information from a DMP
§  DMP becomes living document
§  allows to automate data management tasks
-  based on the information contained in a DMP
-  trigger actions in systems
§  facilitate DMP validation and verification
What does machine-actionable DMP mean?
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
What is required?
§  well-defined RDM workflows
-  who? what? when? how?
§  data management infrastructure that
supports machine-actionable DMPs
-  systems and services implementing workflows
§  common data model for DMPs
-  to exchange information
-  allows the interoperability between systems
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6
Why machine-actionable DMPs?
§  conventional DMPs have shortcomings
-  manually completed
-  not updated
-  vague
§  machine-actionable DMPs can
-  automate data management tasks
-  improve the information flow between systems
-  improve the quality of information contained
-  support researchers in data management
and sharing throughout a project
COLLECTING
PROCESSING
ANALYSING
PUBLISHING
SHARING
PRESERVING
RE-USING
RESEARCH
DATA
LIFE CYCLE
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7
White paper on machine-actionable DMPs
1.  Interoperability with other research systems
2.  Leveraging persistent identifiers (PIDs)
3.  Institutional use cases
4.  Repository use cases
5.  Data discovery and reuse
6.  Evaluation and monitoring
7.  Disciplinary tailoring and
recommender systems
8.  Publishing DMPs Simms S, Jones S, Mietchen D, Miksa T (2017) Machine-actionable data
management plans (maDMPs). Research Ideas and Outcomes 3: e13086.
https://doi.org/10.3897/rio.3.e13086
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8
Use cases and stakeholder benefits
•  easier and faster generation of DMP
•  semi-automation
•  better resource planning
•  support researcher
•  statistics about DM
•  monitor ongoing DM
•  minimize effort for ingest
•  support researcher
•  integration of research support
•  view DMP and provide input
•  get standard quality of DMP
•  monitor compliance with policy
machine-actionable
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9
Automated data management workflow
Source: Miksa T, Simms S, Mietchen D, Jones S (2019) Ten principles for
machine-actionable data management plans. PLoS Comput Biol 15(3):
e1006750. https://doi.org/10.1371/journal.pcbi.1006750
Source: Tomasz Miksa, Peter Neish, Paul Walk, & Andreas Rauber.
(2018). Defining requirements for machine-actionable Data Management
Plans (Version preprint). Zenodo. http://doi.org/10.5281/zenodo.1266211
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10
https://blog.dmptool.org/2018/08/20/machine-actionable-dmps-what-can-we-automate/
Machine-actionable DMPs:
What can we automate?
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11
System integration
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12
TU Wien RDM infrastructure (pilot project)
§  Data repositories
§  DMP tool
-  generate maDMPs easily and quickly
-  integration with university specific services, e.g. researchers
database, research support ticket system, etc.
§  currently in requirements engineering phase
-  mock-ups
-  interviews with stakeholders
-  prototyping
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
13
Research prototype (work in progress)
https://github.com/oblassers/dmap (MIT license)
https://oblassers.github.io/dmap-mockups/ (CC-BY-SA 4.0 license)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14
Select projects and assign DM roles
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15
Specify research data
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16
Repository selection
repository search is powered by re3data API
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
17
View repository details
repository search is powered by re3data API
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18
Funder view (mock-up)
https://oblassers.github.io/dmap-mockups/ (CC-BY-SA 4.0 license)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
19
Who is working on machine-actionable DMPs?
§  RDA Active DMP IG
§  RDA DMP Common Standards WG
-  Data model
§  RDA Exposing DMPs WG
§  FORCE11 FAIR DMP WG
§  ANDS DMP IG
§  …
Overview on DMP tools with potential for machine-
actionability: https://activedmps.org/
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
20
RDA DMP Common Standard
§  machine-actionable model for DMP
§  allows the exchange of information between systems
§  independent of specific funder template
-  but compatible
https://github.com/RDA-DMP-Common/RDA-DMP-Common-Standard
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
21
Summary
§  machine-actionable DMPs can
-  automate data management tasks
-  improve the information flow between systems
-  improve the quality of information contained
-  support researchers in data management
and sharing throughout a project
§  not a single tool
§  system integration is needed
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
22
Thank you
How to stay in touch:
§  sign up to the RDA group
-  https://www.rd-alliance.org/groups/dmp-common-standards-wg
§  visit GitHub repositories
-  https://github.com/RDA-DMP-Common/RDA-DMP-Common-
Standard
-  https://oblassers.github.io/dmap-mockups/
§  contact us
-  simon.oblasser@tuwien.ac.at
-  tmiksa@sba-research.org
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
23
References and further readings
Simms, S., Jones, S., Mietchen, D., Miksa, T.: Machine-actionable data management plans (maDMPs). Research
Ideas and Outcomes 3, e13086 (2017), https://doi.org/10.3897/rio.3.e13086
Miksa, T., Neish, P., Walk, P., Rauber, A.: Defining requirements for machine-actionable Data Management Plans
(preprint) (Jun 2018), https://doi.org/10. 5281/zenodo.1266211
Miksa T, Simms S, Mietchen D, Jones S (2019) Ten principles for machine-actionable data management plans. PLoS
Comput Biol 15(3): e1006750. https://doi.org/10.1371/journal.pcbi.1006750
Tomasz Miksa, João Cardoso, & José Borbinha. (2018). Framing the scope of the common data model for machine-
actionable Data Management Plans. Zenodo. http://doi.org/10.5281/zenodo.2161855
Oblasser, S., Miksa, T.: BPMN processes for machine-actionable DMPs (2018),
https://doi.org/10.5281/zenodo.2607555
Miksa, T., Neish, P., Walk, P.: RDA DMP Common Standards WG (12th RDA plenary slides) (Nov 2018), slides
Miksa, T., Neish, P., Walk, P.: RDA DMP Common Standards WG (13th RDA plenary slides) (April 2019), slides
This presentation is licensed under the Creative Commons
Attribution 4.0 International License (CCBY 4.0).

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Machine-actionable Data Management Plans

  • 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Machine-actionable Data Management Plans JOSS, Tokyo 28 May 2019 Tomasz Miksa | SBA Research & TU Wien Simon Oblasser | TU Wien tmiksa@sba-research.org simon.oblasser@tuwien.ac.at
  • 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 US NSF Dear Colleague Letter from May 20, 2019 https://www.nsf.gov/pubs/2019/nsf19069/nsf19069.jsp “… open science can be further advanced by two effective data practices: use of persistent IDs for research data, and use of DMP tools that create machine-readable DMPs.”
  • 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 What does machine-actionable DMP mean? §  information in a DMP is structured in a way such that machines can act upon it -  machine-readable data format, reuse of existing standards, controlled vocabulary, PIDs, … Source: Tomasz Miksa, Peter Neish, Paul Walk, & Andreas Rauber. (2018). Defining requirements for machine-actionable Data Management Plans (Version preprint). Zenodo. http://doi.org/10.5281/zenodo.1266211
  • 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 §  services which support machine-actionable DMPs can -  provide information for a DMP -  consume information from a DMP §  DMP becomes living document §  allows to automate data management tasks -  based on the information contained in a DMP -  trigger actions in systems §  facilitate DMP validation and verification What does machine-actionable DMP mean?
  • 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 What is required? §  well-defined RDM workflows -  who? what? when? how? §  data management infrastructure that supports machine-actionable DMPs -  systems and services implementing workflows §  common data model for DMPs -  to exchange information -  allows the interoperability between systems
  • 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Why machine-actionable DMPs? §  conventional DMPs have shortcomings -  manually completed -  not updated -  vague §  machine-actionable DMPs can -  automate data management tasks -  improve the information flow between systems -  improve the quality of information contained -  support researchers in data management and sharing throughout a project COLLECTING PROCESSING ANALYSING PUBLISHING SHARING PRESERVING RE-USING RESEARCH DATA LIFE CYCLE
  • 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 White paper on machine-actionable DMPs 1.  Interoperability with other research systems 2.  Leveraging persistent identifiers (PIDs) 3.  Institutional use cases 4.  Repository use cases 5.  Data discovery and reuse 6.  Evaluation and monitoring 7.  Disciplinary tailoring and recommender systems 8.  Publishing DMPs Simms S, Jones S, Mietchen D, Miksa T (2017) Machine-actionable data management plans (maDMPs). Research Ideas and Outcomes 3: e13086. https://doi.org/10.3897/rio.3.e13086
  • 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Use cases and stakeholder benefits •  easier and faster generation of DMP •  semi-automation •  better resource planning •  support researcher •  statistics about DM •  monitor ongoing DM •  minimize effort for ingest •  support researcher •  integration of research support •  view DMP and provide input •  get standard quality of DMP •  monitor compliance with policy machine-actionable
  • 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Automated data management workflow Source: Miksa T, Simms S, Mietchen D, Jones S (2019) Ten principles for machine-actionable data management plans. PLoS Comput Biol 15(3): e1006750. https://doi.org/10.1371/journal.pcbi.1006750 Source: Tomasz Miksa, Peter Neish, Paul Walk, & Andreas Rauber. (2018). Defining requirements for machine-actionable Data Management Plans (Version preprint). Zenodo. http://doi.org/10.5281/zenodo.1266211
  • 10. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 https://blog.dmptool.org/2018/08/20/machine-actionable-dmps-what-can-we-automate/ Machine-actionable DMPs: What can we automate?
  • 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 System integration
  • 12. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 TU Wien RDM infrastructure (pilot project) §  Data repositories §  DMP tool -  generate maDMPs easily and quickly -  integration with university specific services, e.g. researchers database, research support ticket system, etc. §  currently in requirements engineering phase -  mock-ups -  interviews with stakeholders -  prototyping
  • 13. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Research prototype (work in progress) https://github.com/oblassers/dmap (MIT license) https://oblassers.github.io/dmap-mockups/ (CC-BY-SA 4.0 license)
  • 14. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Select projects and assign DM roles
  • 15. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Specify research data
  • 16. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Repository selection repository search is powered by re3data API
  • 17. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 View repository details repository search is powered by re3data API
  • 18. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Funder view (mock-up) https://oblassers.github.io/dmap-mockups/ (CC-BY-SA 4.0 license)
  • 19. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Who is working on machine-actionable DMPs? §  RDA Active DMP IG §  RDA DMP Common Standards WG -  Data model §  RDA Exposing DMPs WG §  FORCE11 FAIR DMP WG §  ANDS DMP IG §  … Overview on DMP tools with potential for machine- actionability: https://activedmps.org/
  • 20. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 RDA DMP Common Standard §  machine-actionable model for DMP §  allows the exchange of information between systems §  independent of specific funder template -  but compatible https://github.com/RDA-DMP-Common/RDA-DMP-Common-Standard
  • 21. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Summary §  machine-actionable DMPs can -  automate data management tasks -  improve the information flow between systems -  improve the quality of information contained -  support researchers in data management and sharing throughout a project §  not a single tool §  system integration is needed
  • 22. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Thank you How to stay in touch: §  sign up to the RDA group -  https://www.rd-alliance.org/groups/dmp-common-standards-wg §  visit GitHub repositories -  https://github.com/RDA-DMP-Common/RDA-DMP-Common- Standard -  https://oblassers.github.io/dmap-mockups/ §  contact us -  simon.oblasser@tuwien.ac.at -  tmiksa@sba-research.org
  • 23. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 References and further readings Simms, S., Jones, S., Mietchen, D., Miksa, T.: Machine-actionable data management plans (maDMPs). Research Ideas and Outcomes 3, e13086 (2017), https://doi.org/10.3897/rio.3.e13086 Miksa, T., Neish, P., Walk, P., Rauber, A.: Defining requirements for machine-actionable Data Management Plans (preprint) (Jun 2018), https://doi.org/10. 5281/zenodo.1266211 Miksa T, Simms S, Mietchen D, Jones S (2019) Ten principles for machine-actionable data management plans. PLoS Comput Biol 15(3): e1006750. https://doi.org/10.1371/journal.pcbi.1006750 Tomasz Miksa, João Cardoso, & José Borbinha. (2018). Framing the scope of the common data model for machine- actionable Data Management Plans. Zenodo. http://doi.org/10.5281/zenodo.2161855 Oblasser, S., Miksa, T.: BPMN processes for machine-actionable DMPs (2018), https://doi.org/10.5281/zenodo.2607555 Miksa, T., Neish, P., Walk, P.: RDA DMP Common Standards WG (12th RDA plenary slides) (Nov 2018), slides Miksa, T., Neish, P., Walk, P.: RDA DMP Common Standards WG (13th RDA plenary slides) (April 2019), slides This presentation is licensed under the Creative Commons Attribution 4.0 International License (CCBY 4.0).