data management planning – what it is and how to do it

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ARIADNE is funded by the European Commission's Seventh Framework Programme Data Management Planning What it is and how to do it: Ulf Jakobsson, SND [email protected]

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Presentation by Ulf Jakobsson, Swedish National Data Service (SND) Ariadne Workshop held prior to EAA 2013. Pilsen, Czech Republic 4 September 2013

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Page 1: Data management planning – what it is and how to do it

ARIADNE  is  funded  by  the  European  Commission's  Seventh  Framework  Programme  

Data  Management  Planning  

What  it  is  and  how  to  do  it:  Ulf  Jakobsson,  SND  

[email protected]  

Page 2: Data management planning – what it is and how to do it

Data  Management  Planning  Can  you  prove…    •  how  the  work  was  carried  out?  •  that  data  weren't  falsified?    What  should  have  been  done?  

Page 3: Data management planning – what it is and how to do it

Data  Management  Planning  

Data  Management  Plan  (DMP)  

Page 4: Data management planning – what it is and how to do it

Data  Management  Planning  Vast  amounts  of  research  data  – Can  be  re-­‐used  

 A  plan  for  what  informaSon  to  save  and  how  to  save  it  

Here  a  DMP  will  be  useful!  

Page 5: Data management planning – what it is and how to do it

Data  Management  Planning  A  DMP:    –  increases  the  research  efficiency  –  ensures  that  the  data  is  

•  in  a  correct  format  •  is  well  organized  and  well  annotated  

No  need  to:  –  re-­‐format  –  re-­‐organize  –  try  to  remember  details  later  

Easier  to  explain  

Page 6: Data management planning – what it is and how to do it

Data  Management  Planning  In  an  early  stage  of  the  research  process  – Aspects  of  data  management  

•  Metadata  generaSon  •  Data  preservaSon  •  Lifecycle  documentaSon  

– Ensures  that  the  material  is  • Well  managed  •  Prepared  for  preservaSon  

Page 7: Data management planning – what it is and how to do it

Data  Management  Planning  Decide  and  contact  an  archive    Funding  agencies  – Requires  data  management  plans  – Part  of  the  proposal  and  evaluaSon  process  

Page 8: Data management planning – what it is and how to do it

What  is  a  Data  Management  Plan?  

A  DMP  is:  – A  formal  document  – Developed  at  the  start  of  a  research  process  – Outlines  all  aspects  

•  During  the  research  project  •  A\er  the  research  project  

Find  or  create  a  data  planning  checklist  

Page 9: Data management planning – what it is and how to do it

DMP:  Components?  Components  in  a  DMP?  

•  DescripSon  of  the  project:  – purpose  of  the  research  – organizaSons  and  staff  involved  

Page 10: Data management planning – what it is and how to do it

DMP:  CollecSon/producSon  of  data  

•  DescripSon  of  data:    – Nature,  scope,  scale  &  format  of  the  data  – How  the  data  will  be  collected  – Where  &  when  

•  Overview  of  exisSng  data  •  Will  the  data  be  reproducible?  

Page 11: Data management planning – what it is and how to do it

DMP:  OrganizaSon/processing  of  data  

•  How  will  the  data  be  organized?  – Folder  structures  – File  naming  convenSons  – File  versioning  

•  How  will  the  data  be  processed?  – File  formats  – Tools  and  so\ware  

Page 12: Data management planning – what it is and how to do it

DMP:  DocumentaSon  •  How  will  the  data  be  documented?  – Metadata  (data  about  data)  

•  CommunicaSon  between  principal  invesSgator  and  later  researchers  •  A  good  descripSon  is  essenSal  •  Important  for  the  future  •  Comprehensive  informaSon  

–  Temporal  and  spaSal  details  –  Parameters  –  Units  –  Etc.  

Page 13: Data management planning – what it is and how to do it

DMP:  DocumentaSon  What  metadata  are  needed?  •  How  will  the  metadata  be  created/captured?  – Lab  notebooks  – GPS  hand-­‐held  units  – Auto-­‐saved  files  on  instruments,  etc.  

•  Format  for  the  metadata  •  Any  ontology  or  community  standard  

Page 14: Data management planning – what it is and how to do it

DMP:  Local  data  management  •  Short-­‐term  data  management.  – File  formats  – Version  control    – Project  and  data  idenSfiers    – Local  storage  and  back-­‐up  procedures  – Security  and  protecSon    – CreaSon  and  maintenance  – Compliance  with  the  plan  – Policies  

Page 15: Data management planning – what it is and how to do it

DMP:  Law  and  ethics  Legal  and/or  ethical  issues  –  Intellectual  property  or  copyright  issues  – ConfidenSal  informaSon  

•  Personal  data  •  High  security  data  

– RestricSons  – Privacy  or  ethical  issues  with  data  sharing  – Embargoes  

Page 16: Data management planning – what it is and how to do it

PublicaSon  of  data  Why  publish  researchdata:  •  It  simplifies  the  researcher’s  life  – The  archive    

•  Houses  the  data  •  Disseminates  the  data  •  Provides  user  support  •  Prevailing  standards  •  Long-­‐term  preservaSon  

Page 17: Data management planning – what it is and how to do it

PublicaSon  of  data  •  Encourage  re-­‐publicaSon  and  secondary  analyses  of  the  data  

•  Reduces  cost  of  research  •  Might  lead  to  new  discoveries  •  Prevents  duplicaSon  

Page 18: Data management planning – what it is and how to do it

DMP:  Data  sharing  How  to  share  data  – When  and  how  

•  PublicaSon  at  an  archive/repository  •  DeposiSon  at  a  subject-­‐specific  database  •  Self-­‐disseminaSon  through  a  dedicated  web  site  •  InsStuSonal  repository  at  an  academic  insStuSon  

– Delayed,  lost  or  selecSve  publicaSon  of  data  – Technical  complicaSons  

Page 19: Data management planning – what it is and how to do it

DMP:  Data  sharing  •  How  to  gain  access  to  the  data  – LimitaSons  

•  CitaSon  •  Persistent  idenSfiers  – Digital  Object  IdenSfier  (DOI)    – Archival  Resource  Keys  (ARKs)  – Persistent  Uniform  Resource  Locators  (PURLs)  – Uniform  Resource  Names  (URNs)  – Extensible  Resource  IdenSfiers  (XRIs)  

Page 20: Data management planning – what it is and how to do it

DMP:  Long-­‐term  preservaSon  IdenSfy  an  archive  early  – Format  – Transform  – Document  

•  Include  a  backup  archive  •  Primary  contact  person  

Page 21: Data management planning – what it is and how to do it

DMP:  Budget  Reuse  of  data  ensured  •  PreservaSon  and  data  management  costs  •  AnScipate  costs  ahead  of  Sme  – Personnel  Sme  for    – Hardware  and/or  so\ware  needed  for    – Costs  associated  with  submifng  the  data  to  an  archive  

 

Page 22: Data management planning – what it is and how to do it

ARIADNE  is  funded  by  the  European  Commission's  Seventh  Framework  Programme  

Ulf  Jakobsson  Swedish  NaSonal  Data  Service  

[email protected]