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Planning for
Research Data Management
7th February 2017
Wendy Mears,
Research Support Librarian
library-research-support@open.ac.uk
Overview of session
• What is Research Data Management?
• Why bother?
• Data Management Planning: step-by-step
• Questions
with a little help from my friends...
What is Research Data
Management?
“Research data management
concerns the organisation of
data, from its entry to the
research cycle through to the
dissemination and archiving
of valuable results. It aims to
ensure reliable verification of
results, and permits new and
innovative research built on
existing information."
Digital Curation Centre (2011)
Making the Case for Research Data Management
http://www.dcc.ac.uk/sites/default/files/documents/publications/
Making%20the%20case.pdf
http://www.data-archive.ac.uk/create-
manage/life-cycle
Why bother?
Or even worse...
Good data management...
• Helps you work more
efficiently and effectively
– Save time and reduce
frustration
– Highlight patterns or
connections that might
otherwise be missed
• Enable data re-use and
sharing
• Allow you to meet funders’
and institutional requirements
Benefits of data sharing...
OU Principles of
Research Data Management
“Research data must be managed to the highest
standards throughout their life-cycle in order to
support excellence in research practice.
In keeping with OU principles of open-ness, it is
expected that research data will be open and
accessible to other researchers, as soon as
appropriate and verifiable, subject to the application
of appropriate safeguards relating to the sensitivity of
the data and legal requirements.”
OU Principles of Research Data Management, April 2013
http://intranet.open.ac.uk/research-school/strategy-info-
governance/docs/CoPamendedJuly2013mergedwithappendix-forintranet.pdf
Data Management Planning
• Make informed decisions to anticipate
and avoid problems
• Avoid duplication, data loss and
security breaches
• Develop procedures early on for
consistency
• Ensure data are accurate, complete,
reliable and secure
• Save time and effort – make your life
easier!
Data Management Plans are useful whenever
you are creating data to:
Data Management Planning
DMPOnline
https://dmponline.dcc.ac.uk
A web-based tool to help you
write DMPs according to
different requirements. DCC,
funder and OU guidance.
The rest of the session...
“Write a paragraph on the aim
and purpose of your research.”
1. Introduction and Context
1. Introduction and Context
“Describe the data aspects of your
research, how you will capture/generate
them, the file formats you are using and
why. Mention how metadata will be created
to describe the data, and your reasons for
choosing particular data standards and
approaches.”
2. Data types, formats,
standards and capture methods
2. Data types, formats,
standards and capture methods
2. Data types, formats,
standards and capture methods
Metadata tips:
• Use disciplinary standards
• Create a data file
• Use file properties
• Use functions in data
analysis software, e.g.
NVIVO, R, SPSS, Electronic
Lab Notebooks
2. Data types, formats,
standards and capture methods
“Detail any ethical and privacy issues,
including the consent of participants.
Explain the copyright/IPR and whether
there are any data licensing issues – either
for data you are reusing, or your data which
you will make available to others.”
3. Ethics and Intellectual Property
3. Ethics and Intellectual
Property
3. Ethics and Intellectual
Property
3. Ethics and Intellectual
Property
Sharing sensitive data:
• Gain consent
• Anonymise
• Restrict access
• Lock down (with
justification)
3. Ethics and Intellectual
Property
Intellectual Property:
• Secondary data use
• Understanding open
licences
• Who owns IP of
your data?
3. Ethics and Intellectual
Property
“Note who would be interested in your data,
and describe how you will make them
available (with any restrictions). Detail any
reasons not to share, as well as embargo
periods or if you want time to exploit your
data for publishing.”
4. Access, Data Sharing
and Re-use
4. Access, Data Sharing and
Re-use
4. Access, Data Sharing and
Re-use
4. Access, Data Sharing and
Re-use
Licensing your data
ORDO
Online data sharing services
• Figshare
• Zenodo
• CKAN DataHub
• Mendeley Data
Directories
• re3data
Funders’ repository services
• UK Data Service ReShare
• NERC data centres
4. Access, Data Sharing and
Re-use
4. Access, Data Sharing and
Re-use
“Give a rough idea of data volume. Say
where and on what media you will store
data, and how they will be backed-up.
Mention security measures to protect data
which are sensitive or valuable.”
5. Short-term storage and data
management
5. Short-term Storage and
Data Management
• Follow the 3-2-1 rule:
• 3 copies
• At least 2 formats
• 1 offsite
• Shared areas or SharePoint
• Zendto
• Be wary of Dropbox & similar
• ORDO
IT support for research:
http://intranet6.open.ac.uk/library/main/supporting-ou-
research/research-data-management/creating-your-data
5. Short-term Storage and
Data Management
5. Short-term Storage and
Data Management
• Thinking ahead will help when you need to share/archive
your data
• Define processes at project start
• Think about:
–File naming and versioning
–File directory structure
–Metadata
–File formats
–Quality assurance
–Data security
5. Short-term Storage and
Data Management
5. Short-term Storage and
Data Management
“Consider what data are worth selecting for
long-term access and preservation and how
you will need to prepare those data for
archiving. Say where you intend to deposit
the data.”
6. Deposit and long-term
preservation
6. Deposit and long-term
preservation
Deciding what to keep:
• Raw data
• Derived data
• Data underpinning publications
• Code
• Methods
What are research data in your context?
What would others need to understand your research?
6. Deposit and long-term
preservation
To allow long-term access to data:
• Don't use obscure formats
• Don't use obscure media
• Don't rely on technology being
available
• Provide sufficient documentation
For preservation, file formats should be…
• Unencrypted
• Uncompressed
• Non-proprietary/patent-encumbered
• Open, documented standard
• Standard representation (ASCII, Unicode)
Type Recommended Avoid for data sharing
Tabular data CSV, TSV, SPSS portable Excel
Text Plain text, HTML, RTF
PDF/A only if layout matters
Word
Media Container: MP4, Ogg
Codec: Theora, Dirac, FLAC
Quicktime
H264
Images TIFF, JPEG2000, PNG GIF, JPG
Structured data XML, RDF RDBMS
Further examples: http://www.data-archive.ac.uk/create-manage/format/formats-table
6. Deposit and long-term
preservation
• Metadata is additional information that is required to
make sense of your files – it’s data about data.
Guidance on disciplinary metadata standards: http://www.dcc.ac.uk/resources/metadata-
standards
6. Deposit and long-term
preservation
6. Deposit and long-term
preservation
Library Services
How we can help
• Data Management Plan checking
• Support with setting up new projects
• Advice on preparation of data for sharing
• ORDO
• Online guidance
• Enquiries
Email: library-research-support@open.ac.uk
Useful links
• The OU Research Data Management intranet site:
http://intranet6.open.ac.uk/library/main/supporting-ou-research/research-
data-management
• VRE: http://www.open.ac.uk/students/research/activities/lists/organising-
your-research
• Digital Curation Centre: http://www.dcc.ac.uk/
• DMPOnline: https://dmponline.dcc.ac.uk/
• UK Data Archive: http://www.data-archive.ac.uk/
• MANTRA: http://datalib.edina.ac.uk/mantra/
• The Orb: http://open.ac.uk/blogs/the_orb
Reflection
and
Questions
Image credits
Other cartoons from the Research Data Alliance 4th Plenary, Amsterdam 2014:
https://rd-alliance.org/plenary-meetings/fourth-plenary/plenary-cartoons.html (CC-BY)
BASF (2007) Crop Design – the fine art of gene
discovery,
https://www.flickr.com/photos/basf/48372670
13 (CC BY-NC-ND 2.0)
Jay Oliver (2005) UGA research in Tifton, GA.
June 2005,
https://www.flickr.com/photos/ugacommunicati
ons/6254516052 (CC BY-NC 2.0)
Teddy-rised (2008) Making every litter count,
https://www.flickr.com/photos/teddy-
rised/2947952302 (CC BY-NC-ND 2.0)
Stan Leary (2009) University of Georgia
Griffin Campus:Research,
https://www.flickr.com/photos/ugacommu
nications/6254368548 (CC BY-NC 2.0)
Morten Oddvik (2011) Papers,
https://www.flickr.com/photos/mortsan/543041854
5 (CC BY 2.0)
Lars Rosengreen (2012) Using a GoPro camera to
collect data on pollinators,
https://www.flickr.com/photos/46369606@N04
/7543827396/ (CC BY-NC-ND 2.0)
Casldlyrose (2009) Be Prepared
https://www.flickr.com/photos/calsidyrose/35524
73207 (CC-BY 2.0)
Caleb Roenigk (2012) Writing? Yeah.
https://www.flickr.com/photos/crdot/685553826
8/ (CC-BY 2.0)
Jamie Henderson (2010) Day 22
https://www.flickr.com/photos/xelcise/42967348
26 (CC-BY-NC-ND 2.0)
PHDComics.com (2007)
http://www.phdcomics.com/comics/archiv
e.php?comicid=814 (CC-BY 2.0)
Sybren Stuvel (2008) Frustration
https://www.flickr.com/photos/sybrenstuvel (CC-
BY-NC-ND 2.0)
Brian Yap (2012) Blowing Questions
https://www.flickr.com/photos/sybrenstuvel (CC-
BY-NC 2.0)

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Planning for Research Data Management

  • 1. Planning for Research Data Management 7th February 2017 Wendy Mears, Research Support Librarian library-research-support@open.ac.uk
  • 2. Overview of session • What is Research Data Management? • Why bother? • Data Management Planning: step-by-step • Questions with a little help from my friends...
  • 3. What is Research Data Management? “Research data management concerns the organisation of data, from its entry to the research cycle through to the dissemination and archiving of valuable results. It aims to ensure reliable verification of results, and permits new and innovative research built on existing information." Digital Curation Centre (2011) Making the Case for Research Data Management http://www.dcc.ac.uk/sites/default/files/documents/publications/ Making%20the%20case.pdf http://www.data-archive.ac.uk/create- manage/life-cycle
  • 6. Good data management... • Helps you work more efficiently and effectively – Save time and reduce frustration – Highlight patterns or connections that might otherwise be missed • Enable data re-use and sharing • Allow you to meet funders’ and institutional requirements
  • 7. Benefits of data sharing...
  • 8. OU Principles of Research Data Management “Research data must be managed to the highest standards throughout their life-cycle in order to support excellence in research practice. In keeping with OU principles of open-ness, it is expected that research data will be open and accessible to other researchers, as soon as appropriate and verifiable, subject to the application of appropriate safeguards relating to the sensitivity of the data and legal requirements.” OU Principles of Research Data Management, April 2013 http://intranet.open.ac.uk/research-school/strategy-info- governance/docs/CoPamendedJuly2013mergedwithappendix-forintranet.pdf
  • 9. Data Management Planning • Make informed decisions to anticipate and avoid problems • Avoid duplication, data loss and security breaches • Develop procedures early on for consistency • Ensure data are accurate, complete, reliable and secure • Save time and effort – make your life easier! Data Management Plans are useful whenever you are creating data to:
  • 10. Data Management Planning DMPOnline https://dmponline.dcc.ac.uk A web-based tool to help you write DMPs according to different requirements. DCC, funder and OU guidance.
  • 11. The rest of the session...
  • 12. “Write a paragraph on the aim and purpose of your research.” 1. Introduction and Context
  • 14. “Describe the data aspects of your research, how you will capture/generate them, the file formats you are using and why. Mention how metadata will be created to describe the data, and your reasons for choosing particular data standards and approaches.” 2. Data types, formats, standards and capture methods
  • 15. 2. Data types, formats, standards and capture methods
  • 16. 2. Data types, formats, standards and capture methods Metadata tips: • Use disciplinary standards • Create a data file • Use file properties • Use functions in data analysis software, e.g. NVIVO, R, SPSS, Electronic Lab Notebooks
  • 17. 2. Data types, formats, standards and capture methods
  • 18. “Detail any ethical and privacy issues, including the consent of participants. Explain the copyright/IPR and whether there are any data licensing issues – either for data you are reusing, or your data which you will make available to others.” 3. Ethics and Intellectual Property
  • 19. 3. Ethics and Intellectual Property
  • 20. 3. Ethics and Intellectual Property
  • 21. 3. Ethics and Intellectual Property Sharing sensitive data: • Gain consent • Anonymise • Restrict access • Lock down (with justification)
  • 22. 3. Ethics and Intellectual Property Intellectual Property: • Secondary data use • Understanding open licences • Who owns IP of your data?
  • 23. 3. Ethics and Intellectual Property
  • 24. “Note who would be interested in your data, and describe how you will make them available (with any restrictions). Detail any reasons not to share, as well as embargo periods or if you want time to exploit your data for publishing.” 4. Access, Data Sharing and Re-use
  • 25. 4. Access, Data Sharing and Re-use
  • 26. 4. Access, Data Sharing and Re-use
  • 27. 4. Access, Data Sharing and Re-use Licensing your data
  • 28. ORDO Online data sharing services • Figshare • Zenodo • CKAN DataHub • Mendeley Data Directories • re3data Funders’ repository services • UK Data Service ReShare • NERC data centres 4. Access, Data Sharing and Re-use
  • 29. 4. Access, Data Sharing and Re-use
  • 30. “Give a rough idea of data volume. Say where and on what media you will store data, and how they will be backed-up. Mention security measures to protect data which are sensitive or valuable.” 5. Short-term storage and data management
  • 31. 5. Short-term Storage and Data Management • Follow the 3-2-1 rule: • 3 copies • At least 2 formats • 1 offsite
  • 32. • Shared areas or SharePoint • Zendto • Be wary of Dropbox & similar • ORDO IT support for research: http://intranet6.open.ac.uk/library/main/supporting-ou- research/research-data-management/creating-your-data 5. Short-term Storage and Data Management
  • 33. 5. Short-term Storage and Data Management
  • 34. • Thinking ahead will help when you need to share/archive your data • Define processes at project start • Think about: –File naming and versioning –File directory structure –Metadata –File formats –Quality assurance –Data security 5. Short-term Storage and Data Management
  • 35. 5. Short-term Storage and Data Management
  • 36. “Consider what data are worth selecting for long-term access and preservation and how you will need to prepare those data for archiving. Say where you intend to deposit the data.” 6. Deposit and long-term preservation
  • 37. 6. Deposit and long-term preservation Deciding what to keep: • Raw data • Derived data • Data underpinning publications • Code • Methods What are research data in your context? What would others need to understand your research?
  • 38. 6. Deposit and long-term preservation To allow long-term access to data: • Don't use obscure formats • Don't use obscure media • Don't rely on technology being available • Provide sufficient documentation
  • 39. For preservation, file formats should be… • Unencrypted • Uncompressed • Non-proprietary/patent-encumbered • Open, documented standard • Standard representation (ASCII, Unicode) Type Recommended Avoid for data sharing Tabular data CSV, TSV, SPSS portable Excel Text Plain text, HTML, RTF PDF/A only if layout matters Word Media Container: MP4, Ogg Codec: Theora, Dirac, FLAC Quicktime H264 Images TIFF, JPEG2000, PNG GIF, JPG Structured data XML, RDF RDBMS Further examples: http://www.data-archive.ac.uk/create-manage/format/formats-table 6. Deposit and long-term preservation
  • 40. • Metadata is additional information that is required to make sense of your files – it’s data about data. Guidance on disciplinary metadata standards: http://www.dcc.ac.uk/resources/metadata- standards 6. Deposit and long-term preservation
  • 41. 6. Deposit and long-term preservation
  • 42. Library Services How we can help • Data Management Plan checking • Support with setting up new projects • Advice on preparation of data for sharing • ORDO • Online guidance • Enquiries Email: library-research-support@open.ac.uk
  • 43. Useful links • The OU Research Data Management intranet site: http://intranet6.open.ac.uk/library/main/supporting-ou-research/research- data-management • VRE: http://www.open.ac.uk/students/research/activities/lists/organising- your-research • Digital Curation Centre: http://www.dcc.ac.uk/ • DMPOnline: https://dmponline.dcc.ac.uk/ • UK Data Archive: http://www.data-archive.ac.uk/ • MANTRA: http://datalib.edina.ac.uk/mantra/ • The Orb: http://open.ac.uk/blogs/the_orb
  • 45. Image credits Other cartoons from the Research Data Alliance 4th Plenary, Amsterdam 2014: https://rd-alliance.org/plenary-meetings/fourth-plenary/plenary-cartoons.html (CC-BY) BASF (2007) Crop Design – the fine art of gene discovery, https://www.flickr.com/photos/basf/48372670 13 (CC BY-NC-ND 2.0) Jay Oliver (2005) UGA research in Tifton, GA. June 2005, https://www.flickr.com/photos/ugacommunicati ons/6254516052 (CC BY-NC 2.0) Teddy-rised (2008) Making every litter count, https://www.flickr.com/photos/teddy- rised/2947952302 (CC BY-NC-ND 2.0) Stan Leary (2009) University of Georgia Griffin Campus:Research, https://www.flickr.com/photos/ugacommu nications/6254368548 (CC BY-NC 2.0) Morten Oddvik (2011) Papers, https://www.flickr.com/photos/mortsan/543041854 5 (CC BY 2.0) Lars Rosengreen (2012) Using a GoPro camera to collect data on pollinators, https://www.flickr.com/photos/46369606@N04 /7543827396/ (CC BY-NC-ND 2.0) Casldlyrose (2009) Be Prepared https://www.flickr.com/photos/calsidyrose/35524 73207 (CC-BY 2.0) Caleb Roenigk (2012) Writing? Yeah. https://www.flickr.com/photos/crdot/685553826 8/ (CC-BY 2.0) Jamie Henderson (2010) Day 22 https://www.flickr.com/photos/xelcise/42967348 26 (CC-BY-NC-ND 2.0) PHDComics.com (2007) http://www.phdcomics.com/comics/archiv e.php?comicid=814 (CC-BY 2.0) Sybren Stuvel (2008) Frustration https://www.flickr.com/photos/sybrenstuvel (CC- BY-NC-ND 2.0) Brian Yap (2012) Blowing Questions https://www.flickr.com/photos/sybrenstuvel (CC- BY-NC 2.0)