dmptool: data management made easier at cni 2012

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Data Management Planning Made Easy Easier Andrew Sallans University of Virginia Library Carly Strasser California Digital Library 11 December 2012 Coali0on for Networked Informa0on From Flickr by HA! Designs Artbyheather

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Presentation on the DMPTool at Coalition for Networked Information Fall 2012 Meeting in Washington, DC. December 10-11.

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Page 1: DMPTool: Data Management Made Easier at CNI 2012

Data  Management  Planning  Made  Easy  Easier  

Andrew  Sallans  University  of  Virginia  Library    

Carly  Strasser  California  Digital  Library    

11  December  2012      Coali0on  for  Networked  Informa0on  

From  Flickr  by  HA!  Designs  -­‐  Artbyheather  

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A  document  that  describes  what  you  will  do  with  your  data  during  your  research  &  a2er  

you  complete  your  project  

What  is  a  data  management  plan?  

From  Flickr  by  spanaut  

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 DMP  supplement  may  include:  1.  the  types  of  data,  samples,  physical  collecFons,  soGware,  curriculum  

materials,  and  other  materials  to  be  produced  in  the  course  of  the  project  

2.   the  standards  to  be  used  for  data  and  metadata  format  and  content  (where  exisFng  standards  are  absent  or  deemed  inadequate,  this  should  be  documented  along  with  any  proposed  soluFons  or  remedies)  

3.   policies  for  access  and  sharing  including  provisions  for  appropriate  protecFon  of  privacy,  confidenFality,  security,  intellectual  property,  or  other  rights  or  requirements  

4.   policies  and  provisions  for  re-­‐use,  re-­‐distribuFon,  and  the  producFon  of  derivaFves  

5.   plans  for  archiving  data,  samples,  and  other  research  products,  and  for  preservaFon  of  access  to  them  

NSF  DMP  Requirements  

From  Grant  Proposal  Guidelines:  

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NSF’s  Vision*  

DMPs  and  their  evaluaFon  will  grow  &  change  over  Fme  (similar  to  broader  impacts)  

Peer  review  will  determine  next  steps  

Community-­‐driven  guidelines    –  Different  disciplines  have  different  definiFons  of  acceptable  

data  sharing  –  Flexibility  at  the  directorate  and  division  levels  –  Tailor  implementaFon  of  DMP  requirement  

EvaluaJon  will  vary  with  directorate,  division,  &  program  officer  

 *Unofficially  Help  from  Jennifer  Schopf,  NSF  

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From

 Flickr  by  thew

maJ

 

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   dmponline.dcc.ac.uk  

Step-­‐by-­‐step  wizard  for  generaFng  DMP  

Create    |    edit    |    re-­‐use    |    share    |    save    |    generate    

Open  to  community    

DMPonline:  

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dmptool.org                    

From

 Flickr  by  Serfs  U

p!  

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DMPTool  Project  

•  Started  working  in  January  2011  •  Developed  requirements,  divided  work  among    partners  

•  Self-­‐funded  /  In-­‐kind  •  Usability  tesFng  at  Ecological  Society  of  America    conference  and  University  of  Virginia  

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DMPTool  ParFcipants  CDL/UC3  •  Trisha  Cruse  •  Perry  Wille`  •  Marisa  Strong  •  Tracy  Seneca    •  Sco`  Fisher  •  Stephen  Abrams  •  Mark  Reyes  •  Margaret  Low  •  Carly  Strasser    DataONE  •  Amber  Budden  

Smithsonian  •  Günter  Waibel    UCLA  •  Todd  Grappone  •  Gary  Thompson  •  Sharon  Farbe  •  Darrow  Cole    UCSD  •  Brad  Westbrook      

University  of  Illinois  •  Michael  Grady  •  Howard  Ding  •  Sarah  Shreeves    University  of  Virginia  •  Andrew  Sallans  •  Sherry  Lake  •  Carla  Lee    Digital  CuraJon  Centre  •  MarFn  Donnelly    

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•  Free    •  Guides  through  creaFng  a  DMP  •  Helps  meet  funder  requirements    

•  Supplies  quesFons    •  Includes  explanaFon/context  provided  by  

the  agency  •  Provides  links  to  the  agency  website    

dmptool.org                    

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Wait!  

Data  management  planning  is…  •  Complex  •  Requires  dialog  •  Range  of  support  &  understanding  •  Our  focus:    – simplify  &  scale  the  common  parts  – develop  community  – provide  incremental  improvement  in  funcFonality  

From

 Flickr  by  Ch

risGo

ldNY  

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Access  

•  Added  to  campus  single  sign-­‐on  service  •    InCommon  /  Shibboleth  •  Researchers  use  campus  login    

 

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           American  University    Arizona  State  University  Cal  Poly  State  University  Cal  State  Chico  Cal  State  Fresno  Cal  State  Los  Angeles  Cal  State  Office  of  the  Chancellor  Clemson  University  George  Mason  University  Georgia  Tech  Humboldt  State  University  (CSU)  Indiana  University  Iowa  State  University  James  Madison  University  

Johns  Hopkins  University  Michigan  State  University  Moss  Landing  Marine  Laboratories  (CSU)  North  Carolina  State  University  Northwestern  University  Ohio  State  Old  Dominion  University  Penn  State  Purdue  Rice  University  Smithsonian  InsFtuFon  Texas  A&M  Texas  State  University  San  Marcos  Tulane  University  University  of  Arizona  UC  Los  Angeles  UC  Berkeley  UC  Davis  UC  Irvine  

UC  Merced  UC  Office  of  the  President  UC  San  Diego  UC  San  Francisco  University  of  Chicago  University  of  Illinois  at  Chicago  University  of  Illinois  at  Urbana-­‐Champaign  University  of  Iowa  University  of  Miami  University  of  Michigan  University  of  Nebraska-­‐Lincoln  University  of  North  Carolina-­‐Chapel  Hill  University  of  Notre  Dame  University  of  Texas  at  AusFn  University  of  Virginia  University  of  Wisconsin-­‐Madison  Yale  University  

OrganizaJons  with  Shibboleth  log-­‐in  set  up  

Increasing  ParFcipaFon  

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Possible  customiza9on:  •  Help  text  •  Links  to  resources  and  services  •  Suggested  answers    Can  provide  specific  info  at  different  levels  •  All  DMPs  •  All  DMPs  for  a  parFcular  funding  agency  •  A  quesFon  within  a  data  management  plan  

 

InsFtuFon-­‐specific  resources  

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Growth  by  month  since  launch  in  October  2011  

0  

500  

1000  

1500  

2000  

2500  

3000  

3500  

Unique  Users   Plans   InsFtuFons  

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Growth  by  quarters  since  launch  in  October  2011  

772   582  206  

852  709  

174  

682  

600  

71  

1160  

754  

107  

0  

1000  

2000  

3000  

Unique  Users   Plans   InsFtuFons  

2012-­‐Q3  

2012-­‐Q2  

2012-­‐Q1  

2011-­‐Q4  

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Plans  per  funder  template  (as  of  June  2012)  

339  

287  

197  

159  133  133  124  

101  71   65   60   46   37   36   34  

17   15   6  0  

50  

100  

150  

200  

250  

300  

350  

400  

Approxim

ate  nu

mbe

r  of  p

lans  per  

template  

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Usage  by  ARL  InsFtuFons  

Users  at  77%  of  ARL  insFtuFons  

Shibboleth  authenFcaFon  in  use  at  34%  of  ARL  insFtuFons  

Difference  of  25.64  users  between  averages  of  insFtuFons  with  and  without  Shibboleth  

authenFcaFon    

Takeaway:    Shibboleth  authenJcaJon  appears  to  be  a  criJcal  turning  point  demonstraJng  insJtuJonal  commitment  and  gains  in  value/ROI.  

17.65   17.63  

4.73   5.04  

30.37   29.74  

0  

10  

20  

30  

40  

Avg  #  of  Users   Avg  #  of  Plans  

Averages  Across  ARL  InsJtuJons  

Overall  

Without  Shibboleth  

With  Shibboleth  

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Governance  and  Sustainability  

Unveiling  a  new  governance  plan    

Formalizing  a  Steering  Group    – clear  process  for  joining,  decision  making,  roles  and  responsibiliFes  

 

DMPTool  stays  free  – covering  development  and  management  costs  through  voluntary  in-­‐kind,  grant,  or  cash  contribuFons  of  Partners  

 

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Training  through  IMLS  Grant  

Improving  Data  Stewardship  with  the  DMPTool  

1.  Provide  librarians  with  the  tools  and  resources  to  claim  the  data  management  educaFon  space.      

2.  Promote  the  use  of  and  improve  upon  the  current  DMPTool.      

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New  Areas  of  FuncFonality  in  2013  

Granular  modeling  of  plan  templates  

Granular  modeling  of  insFtuFons  

Role-­‐based  user  authorizaFon  

DMP  life  cycle  management  

OrganizaFonal  planning  acFviFes    

Enhanced  search  and  browse  

InsFtuFonal  branding    

Search  and  reporFng  for  business  

intelligence    

Advanced  administraFve  

interface    

CollaboraFve  plan  creaFon   Open  API    

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Build  community  of  researchers,  insFtuFons,  funders,  and  libraries    

Expand  funcJonality  of  the  current  DMPTool  for  users  and  administrators    

Release  the  DMPTool2  and  provide  training  and  documentaFon    

Create  an  open-­‐source  community  of  DMPTool  contributors    

 

Future  Work  

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Summer  2013  Intern  •  ExpecFng  to  have  a  role  for  an  intern  to  help  with  project  development  coordinaFon  in  coming  summer.      

•  If  interested,  please  contact  Andrew  Sallans  ([email protected]).    

 

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QuesFons?  Andrew  Sallans:  [email protected]    

 Carly  Strasser:  [email protected]    

   

dmptool.org