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Horizon 2020 and Data Management Plans Sarah Jones Digital Curation Centre, Glasgow [email protected] Twitter: @sjDCC Research Data Management: Open Data, DMPs and FAIR, Bern, 17 November 2017

Horizon 2020 and Data Management Plans - PortalHorizon 2020 and Data Management Plans Sarah Jones Digital Curation Centre, Glasgow [email protected] Twitter: @sjDCC Research

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Page 1: Horizon 2020 and Data Management Plans - PortalHorizon 2020 and Data Management Plans Sarah Jones Digital Curation Centre, Glasgow sarah.jones@glasgow.ac.uk Twitter: @sjDCC Research

Horizon 2020 and Data Management Plans

Sarah JonesDigital Curation Centre, Glasgow

[email protected]: @sjDCC

Research Data Management: Open Data, DMPs and FAIR, Bern, 17 November 2017

Page 2: Horizon 2020 and Data Management Plans - PortalHorizon 2020 and Data Management Plans Sarah Jones Digital Curation Centre, Glasgow sarah.jones@glasgow.ac.uk Twitter: @sjDCC Research

What is the Digital Curation Centre?

A UK-based service to support the Higher Education sector with Research Data Management (RDM)

www.dcc.ac.uk

“Helping to build capacity, capability and skills in data management and

curation across the UK’s higher education research community.”

DCC Phase 3 Business Plan

Page 3: Horizon 2020 and Data Management Plans - PortalHorizon 2020 and Data Management Plans Sarah Jones Digital Curation Centre, Glasgow sarah.jones@glasgow.ac.uk Twitter: @sjDCC Research

H2020 open research data pilot• EC launched a pilot on open research data under H2020

• Projects asked to consider making data open and plan for this via a Data Management Plan

• Can opt-out if necessary e.g. IPR or ethical reasons

• Notion of FAIR data introduced in 2017

Guidelines on FAIR Data Management in Horizon 2020http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/hi/oa_pilot/h2020-hi-oa-data-mgt_en.pdf

Page 4: Horizon 2020 and Data Management Plans - PortalHorizon 2020 and Data Management Plans Sarah Jones Digital Curation Centre, Glasgow sarah.jones@glasgow.ac.uk Twitter: @sjDCC Research

Which data does the pilot apply to?

Data, including associated metadata, needed to validate the results in scientific publications

Other curated and/or raw data, including associated metadata, as specified in the DMP

Doesn’t apply to all data (researchers to define as appropriate)

Don’t have to share data if inappropriate – exemptions apply

Page 5: Horizon 2020 and Data Management Plans - PortalHorizon 2020 and Data Management Plans Sarah Jones Digital Curation Centre, Glasgow sarah.jones@glasgow.ac.uk Twitter: @sjDCC Research

Requirements in a nutshell

Develop a DMP

Select which data to make open

License data openly for the widest reuse

Use established community standards for interoperability

Provide metadata for data discovery and reuse

Deposit in a data repository

Share details about the tools and instruments used to allow verification

Page 6: Horizon 2020 and Data Management Plans - PortalHorizon 2020 and Data Management Plans Sarah Jones Digital Curation Centre, Glasgow sarah.jones@glasgow.ac.uk Twitter: @sjDCC Research

Data Management Plans

Projects participating in the pilot will be required to develop a Data Management plan (DMP), in which they will specify what data will be open.

Note that the Commission does NOT require applicants to submit a DMP at the proposal stage

A DMP is therefore NOT part of the evaluation

DMPs are a deliverable due by month 6

The DMP should be updated - it is a living or “active” document

Page 7: Horizon 2020 and Data Management Plans - PortalHorizon 2020 and Data Management Plans Sarah Jones Digital Curation Centre, Glasgow sarah.jones@glasgow.ac.uk Twitter: @sjDCC Research

1. Data summary

2. FAIR data2.1 Making data findable, including provisions for metadata

2.2 Making data openly accessible

2.3 Making data interoperable

2.4 Increase data re-use (through clarifying licences)

3. Allocation of resources

4. Data security

5. Ethical aspects

6. Other issues

http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/hi/oa_pilot/h2020-hi-oa-data-mgt_en.pdf

H2020 template

Page 8: Horizon 2020 and Data Management Plans - PortalHorizon 2020 and Data Management Plans Sarah Jones Digital Curation Centre, Glasgow sarah.jones@glasgow.ac.uk Twitter: @sjDCC Research

A FAIR approach to DMPs

Findable– Assign persistent IDs, provide metadata, register in a searchable resource...

Accessible– Retrievable by their ID using a standard protocol, metadata remain

accessible even if data aren’t...

Interoperable– Use formal, broadly applicable languages, use standard vocabularies,

qualified references...

Reusable– Rich metadata, clear licences, provenance, use of community standards...

www.force11.org/group/fairgroup/fairprinciples

Page 9: Horizon 2020 and Data Management Plans - PortalHorizon 2020 and Data Management Plans Sarah Jones Digital Curation Centre, Glasgow sarah.jones@glasgow.ac.uk Twitter: @sjDCC Research

FAIR vs Open

• FAIR data does not have to be open

• Making data FAIR ensures they can be found, understood and reused – by you as well as others

• Data can be shared under restrictions & still be FAIR

• Open data is a subset of all the data shared

Image CC-BY-SA by SangyaPundir

Page 10: Horizon 2020 and Data Management Plans - PortalHorizon 2020 and Data Management Plans Sarah Jones Digital Curation Centre, Glasgow sarah.jones@glasgow.ac.uk Twitter: @sjDCC Research

Approach:

as open as possible, as closed as necessary

Image: ‘Balancing rocks’ by Viewminder CC-BY-SA-ND www.flickr.com/photos/light_seeker/7780857224

Page 11: Horizon 2020 and Data Management Plans - PortalHorizon 2020 and Data Management Plans Sarah Jones Digital Curation Centre, Glasgow sarah.jones@glasgow.ac.uk Twitter: @sjDCC Research

The EC Open Research Data pilot

Key sources of information• Guidelines on Open Access to Scientific Publications and Research Data in

Horizon 2020http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/hi/oa_pilot/h2020-hi-oa-pilot-guide_en.pdf

• Guidelines on FAIR Data Management in Horizon 2020http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/hi/oa_pilot/h2020-hi-oa-data-mgt_en.pdf

• Annotated model grant agreement, clause 29.3 http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/amga/h2020-amga_en.pdf

• New infographic summarising key policy points http://ec.europa.eu/research/press/2016/pdf/opendata-infographic_072016.pdf

Page 12: Horizon 2020 and Data Management Plans - PortalHorizon 2020 and Data Management Plans Sarah Jones Digital Curation Centre, Glasgow sarah.jones@glasgow.ac.uk Twitter: @sjDCC Research

Planning trick 1: think backwardsWhat data organisation would a re-user like?

CREATING DATA

PROCESSING DATA

PRESERVING DATA

GIVING ACCESS TO

DATA

RE-USING DATA

Page 13: Horizon 2020 and Data Management Plans - PortalHorizon 2020 and Data Management Plans Sarah Jones Digital Curation Centre, Glasgow sarah.jones@glasgow.ac.uk Twitter: @sjDCC Research

Planning trick 2: include RDM stakeholders

InstitutionRDM policy

Facilities

€$£Research funders

PublishersData Availability

policy

Commercial partners

www.openaire.eu/briefpaper-rdm-infonoads

Page 14: Horizon 2020 and Data Management Plans - PortalHorizon 2020 and Data Management Plans Sarah Jones Digital Curation Centre, Glasgow sarah.jones@glasgow.ac.uk Twitter: @sjDCC Research

Planning trick 3: ground the DMP in reality

Base plans on available skills, support and good practice for the field – show it’s feasible to implement

Different services will be applicable depending on the stage of the research and nature and scale of your data….

Page 15: Horizon 2020 and Data Management Plans - PortalHorizon 2020 and Data Management Plans Sarah Jones Digital Curation Centre, Glasgow sarah.jones@glasgow.ac.uk Twitter: @sjDCC Research

DCC support on DMPs• Webinars and training materials

• How-to guides and other advisory documents

• Checklist on what to cover in DMPs

• Example DMPs

• DMPonline

www.dcc.ac.uk/resources/data-management-plans

Page 16: Horizon 2020 and Data Management Plans - PortalHorizon 2020 and Data Management Plans Sarah Jones Digital Curation Centre, Glasgow sarah.jones@glasgow.ac.uk Twitter: @sjDCC Research

Local / national support

• Bern RDM support - [email protected]

• National DLCM project -https://www.dlcm.ch/resources/dlcm-dmp

• OpenAIRE - https://www.openaire.eu/what-is-the-open-research-data-pilot

• FOSTER open science training -https://www.fosteropenscience.eu

Page 17: Horizon 2020 and Data Management Plans - PortalHorizon 2020 and Data Management Plans Sarah Jones Digital Curation Centre, Glasgow sarah.jones@glasgow.ac.uk Twitter: @sjDCC Research

Thanks for listening

DCC resources on DMPswww.dcc.ac.uk/resources/data-management-plans

Follow us on twitter:@digitalcuration and #ukdcc

@DMPonline and #ActiveDMPs