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WRRIF/RoaDMaP eventUniversity of York
24 May 2012
Data management planning at the DCC
Martin DonnellyDigital Curation CentreUniversity of Edinburgh
Running order
1. Policies, Principles, Expectations2. The DCC and DMP3. DMP Online4. Group Exercise
1. Policies, Principles, Expectations
http://www.dcc.ac.uk/resources/policy-and-legal/overview-funders-data-policies
RCUK Common Principles• Publicly funded research data are a public good, produced in the public interest,
which should be made openly available with as few restrictions as possible in a timely and responsible manner that does not harm intellectual property.
• Institutional and project specific data management policies and plans should be in accordance with relevant standards and community best practice. Data with acknowledged long-term value should be preserved and remain accessible and usable for future research.
• To enable research data to be discoverable and effectively re-used by others, sufficient metadata should be recorded and made openly available ....
7 principles agreed by all the UK research councils in May 2011
http://www.rcuk.ac.uk/research/Pages/DataPolicy.aspx
UK research funder expectations
• timely release of data– once patents are filed or on (acceptance for) publication
• open data sharing – minimal or no restrictions– deposit in data centres, structured databases, data enclave
• preservation of data – most funders state expect 5-10+ years
• submission of data management and sharing plans…
Data-related policies
http://www.dcc.ac.uk/resources/policy-and-legal/overview-funders-data-policies
2. The DCC and DMP
Links to all DMP resources via http://www.dcc.ac.uk/resources/data-management-plans
We’ve responded to requirements by offering support…
Analysed requirements
Developed a Checklist
Provided tools & guidance
What is a DMP?
UK research funders typically ask for:
• A short statement/plan submitted in grant applications
• An outline of what you will create/collect, methods, standards, data management and long-term plans
• How and why – justify your decisions and any limits
Common DMP questions
• What data will be created (format, types) and how?
• How will the data be documented and described?
• How will you manage ethics and Intellectual Property?
• What are the plans for data sharing and access?
• What is the strategy for long-term preservation?
§1: Introduction and Context§2: Data Types, Formats, Standards and Capture
Methods§3: Ethics and Intellectual Property§4: Access, Data Sharing and Re-use§5: Short-Term Storage and Data Management§6: Deposit and Long-Term Preservation§7: Resourcing§8: Adherence and Review§9: Agreement/Ratification by Stakeholders§10: Annexes
DCC Checklist Coverage
Checklist for a Data Management Plan v3.0 (Donnelly and Jones,
March 2011)
http://www.dcc.ac.uk/resources/data-management-plans
Researcher
Research Support Office Data Library / Repository
Computing Support
Faculty Ethics Committee Etc...
DATAMANAGEMENT…PLAN?
UNRULYDATA
DMP-related resources
– “Dealing with Data” (Lyon, 2008)– Analysis of Funder Policies (Jones, 2009)– Checklist for a Data Management Plan
(Donnelly and Jones, 2009)– “How to Develop a Data Management and
Sharing Plan” (Jones, 2011) Edinburgh: Digital Curation Centre
– “Data Management Plans and Planning” (Donnelly, 2012) in Pryor (ed.) Managing Research Data, London: Facet
Links to all DCC resources via http://www.dcc.ac.uk/resources/data-management-plans
Key things to remember
All research projects are different
The DMP will depend upon the nature of the research AND the context (funder, domain, institution(s) etc)
DMPs are useful communication tools
3. www.dcc.ac.uk/dmponline
What does do?
A web-based tool that enables users to...
i. Create, store and update multiple versions of Data Management Plans across the research lifecycle
ii. Meet a variety of specific data-related requirements (from funders, institutions, publishers, etc.) in a single place
iii. Get tailored guidance on best practice and helpful contacts, at the point of need
iv. Customise, export and share DMPs in a variety of formats in order to facilitate communication within and beyond research projects
Technologies involved (v3.0)
– Ruby on Rails (v3.1.3)– JavaScript (jQuery v1.7.1)– MySQL database (v5+)– Hosting: University of Edinburgh Information Services
Virtual Hosting (13 managed servers across 2 sites)– Authentication: registered users with passwords encrypted
in DB (we are also testing Shibboleth for integration with UK Access Management Federation for Education and Research)
– Various export formats (PDF, DOCX, XLSX, CSV, XML etc)
DMP Online v3.0: May 2012- Improved user interface, inc. customisable
institutional versions- New features
- Overlaying multiple templates for ‘hybrid’ DMPs- Template phases (e.g. pre- / during / post-project)- Granular read / write / share permissions- Shibboleth authentication- Multilingual support / boilerplate text- API for systems interoperability (coming soon)
- Endorsement from funders
- Generic data management guidance ( in conjunction with )
- Funder-specific guidance developed in collaboration with the funders themselves
- Institution-specific guidance developed with key institutional contacts
- Discipline-specific guidance developed and deployed with JISC MRD projects (e.g. DMT Psych at York)
- Joint training programmes organised and delivered by DCC and UKDA
- Provided advice to US consortium
Collaborations
Templates: Stakeholder Liaison (i)RCUK funders Status
Arts and Humanities Research Council (AHRC) Discussions beginning
Biotechnology and Biological Sciences Research Council (BBSRC)
Discussions ongoing
Engineering and Physical Sciences Research Council (EPSRC)
No explicit data management plan requirements: DCC referenced in roadmap requirements
Economic and Social Research Council (ESRC) Template and guidance developed in collaboration with ESRC and ESDS. Funder’s online guidance points applicants towards tool.
Medical Research Council (MRC) Endorsed by funder and mentioned in their guidance
NERC (Natural Environment Research Council) Discussions ongoing
Science and Technology Facilities Council (STFC) DCC resources referenced in data requirements
Other funders Status
The Wellcome Trust Template and guidance endorsed by funder
National Science Foundation (US) Template developed by Sherry Lake, University of Virginia
Templates: Stakeholder Liaison (ii)Disciplinary templates Status
History Developed in conjunction with University of Hull and University of Hertfordshire
Psychology Developed by DMT Psych project, led by University of York
Mechanical Engineering Developed as part of REDm-MED project, led by University of Bath
Health sciences Developed by DATUM for Health project, led by University of Northumbria
Spatial information (INSPIRE) Developed in conjunction with EDINA (UK national data centre) and trialled with Freshwater Biological Association
Institutional templates Status
University of Northampton Developed in collaboration with Information Services department
Many more institutional and subject-based templates are being developed through the JISC RDM projects and UMF institutional engagements…
Institutional Engagements: Putting it into practice
- Working with eighteen institutions over approximately 18 months to improve data management capabilities
- A broad variety of institutional types and sizes, from research intensive ancient universities, to new universities and specialist institutions (e.g. art schools)
- Institutions select from a ‘menu’ of tools and services, e.g. (next slide)
Components of a Data Management Strategy (Research and Admin)
DCC Tools DCC Services
Policy Data Asset Framework (DAF)
Policy development
Planning DMP Online Strategy development
Advocacy CARDIO Training
Tools DRAMBORA Workflow assessment
Training Costing
Institutional data catalogues (discovery)
The Menu
Workflow connectionsDMP Online can also be used in conjunction with other tools that support the data management/curation lifecycle, e.g.…
- DAF (Data Asset Framework)- DRAMBORA (Digital Repository Audit Method
Based On Risk Assessment)- CARDIO (Collaborative Assessment of
Research Data Infrastructure and Objectives)
Also non-DCC tools:
- LIFE- Planets tools- and more
For machine readership…
- Facilitates quick public sharing
- Compatible with API for linking with other systems
- Minimal formatting
For human readership…
- Pleasant formatting
- Editable. Can be used in conjunction with (e.g. MS Sharepoint)
- Removes all formatting
How to connect: six export formats
Systems– CRIS / admin systems– RCUK Je-S system– Institutional Repositories– DDI repository– DMP Tool (US)– Other instances of DMP
Online via federated model (? -TBC)
External connectionsStandards / protocols– CERIF*
– SWORD2– DDI* – RDF (? - TBC)
* via RESTful API
4. Group ExerciseIn institutional groups:
1. For each of the DMP Checklist headings, brainstorm all the stakeholders you think might be involved (and how/why) – be specific!
2. Remember to consider the different stages of research – pre-award, in-project, post-project – and think about how the stakeholders change…
3. How does data management planning fit into existing workflows? What would you change?
SECTIONS
§1: Introduction and Context§2: Data Types, Formats,
Standards and Capture Methods
§3: Ethics and Intellectual Property
§4: Access, Data Sharing and Re-use
§5: Short-Term Storage and Data Management
§6: Deposit and Long-Term Preservation
§7: Resourcing§8: Adherence and Review§9: Agreement/Ratification by
Stakeholders§10: Annexes
Any questions?
Image credit: Slide 1 - http://upload.wikimedia.org/wikipedia/commons/8/88/LernaeanHydraRephael.jpg
This work is licensed under the Creative Commons Attribution 2.5 UK: Scotland License.
Martin DonnellyDigital Curation CentreUniversity of Edinburgh
[email protected]: @mkdDCC
www.dcc.ac.uk/resources/data-management-plans
For other DCC services see www.dcc.ac.uk or follow us on twitter @digitalcuration and #ukdcc
