dmptool webinar 10: more extensive dmps

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Logistics for Webinar You must call in for audio: 866-740-1260 access code 9870179# Participants muted Ask questions in chat any time 20 minutes for Q&A Recording & slides, schedule of webinars: blog.dmptool.org/webinar-series DMPTool Webinar Series 10: More Extensive DMPs Sponsored by IMLS 1 October 2013

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Data management plans existed long before the NSF started requiring them. DMPs have inherent value despite their being relatively unknown to researchers until now. Proper, thorough data management plans are potentially a major time saver and a huge asset for the project. In this webinar, we will cover how to go beyond funder requirements and develop more thorough data DMPs The Gulf of Mexico Research Initiative requires an extensive data management plan for projects it funds; we will hear about their efforts and how they are planning to use the DMPTool going forward.

TRANSCRIPT

Page 1: DMPTool Webinar 10: More Extensive DMPs

Logistics for Webinar

You must call in for audio: 866-740-1260 access code 9870179#

Participants mutedAsk questions in chat any time

20 minutes for Q&A

Recording & slides, schedule of webinars: blog.dmptool.org/webinar-series

DMPTool Webinar Series 10: More Extensive DMPsSponsored by IMLS1 October 2013

Page 2: DMPTool Webinar 10: More Extensive DMPs

28 May Introduction to the DMPTool

4 June Learning about data management: Resources, tools, materials

18 June Customizing the DMPTool for your institution

25 June Environmental Scan: Who's important at your campus

9 July Promoting institutional services; EZID Outreach Made Simple!

16 July Health Sciences & DMPTool - Lisa Federer, UCLA

23 July Digital humanities and the DMPTool - Miriam Posner, UCLA

13 Aug Data curation profiles and the DMPTool – Jake Carlson, Purdue

27 Aug Talking Points for Meeting with Institutional Stakeholders

1 Oct Beyond Funder Requirements: More Extensive DMPs

15 Oct Tools and resources that complement the DMPTool

5 Nov Case studies – Librarians successfully supporting data

blog.dmptool.org/webinar-series

Page 3: DMPTool Webinar 10: More Extensive DMPs

Data Management: Beyond Funder Requirements

Sherry Lake | @shlakeuvaData Management Consultant, University of Virginia Library

DMPTool Webinar Series 10: More Extensive DMPsSponsored by IMLS1 October 2013

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Roadmap

https://www.facebook.com/charlottesvillevirginia: Photo Instagrammer ihugtrees05

Goals of the Webinar

Review DMP Funder Requirements

Operational Data Management

Data Management Workbook

Preview of DMPTool2: Institutional Requirements

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• Differentiate between Funder Data Management Plan and Operational Data Management

• Understand the parts of a Data Management Workbook

• Introduce the institutional data management requirements in DMPTool2

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Webinar Goals

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Roadmap

https://www.facebook.com/charlottesvillevirginia: Photo Instagrammer ihugtrees05

Goals of the Webinar

Review DMP Funder Requirements

Operational Data Management

Data Management Workbook

Preview of DMPTool2: Institutional Requirements

Page 7: DMPTool Webinar 10: More Extensive DMPs

Parts of a (Generic) NSF Data Management Plan

I. Products of the Research: The types of data, samples, physical collections, software, curriculum materials, and other materials to be produced in the course of the project.

II. Data Formats: The standards to be used for data and metadata format and content (where existing standards are absent or deemed inadequate, this should be documented along with any proposed solutions or remedies).

III. Access to Data and Data Sharing Practices and Policies: Policies for access and sharing including provisions for appropriate protection of privacy, confidentiality, security, intellectual property, or other rights or requirements.

IV. Policies for Re-Use, Re-Distribution, and Production of Derivatives.

V. Archiving of Data: Plans for archiving data, samples, and other research products, and for preservation of access to them.

7

Grant Proposal Guide (GPG) Chapter II.C.2.jhttp://www.nsf.gov/pubs/policydocs/pappguide/nsf13001/gpg_2.jsp#dmp

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Specific Requirements

• Roles and Responsibilities– outline the rights and

obligations of all parties• Project Data

Management– how data is managed

and maintained during project “lifetime”

From Flickr by jesseFewell

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Funder Data Management Plan Obligations

• Plan monitored via annual and final report

• Outcomes reported in subsequent proposals– Under “Results of

Prior NSF support”

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Roadmap

https://www.facebook.com/charlottesvillevirginia: Photo Instagrammer ihugtrees05

Goals of the Webinar

Review DMP Funder Requirements

Operational Data Management

Data Management Workbook

Preview of DMPTool2: Institutional Requirements

Page 11: DMPTool Webinar 10: More Extensive DMPs

What is a Data Management Plan?

• Brief description of how you will comply with funder’s data sharing policy

• Reviewed as part of a grant application

AND

• A comprehensive plan of how you will manage your research data throughout the lifecycle of your research project

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Lifecycle Data Management

Data Life Cycle

Re-Purpose

Re-Use

Deposit

DataCollectionDataCollection

DataAnalysisDataAnalysis

DataSharingDataSharing

Proposal Planning Writing

Proposal Planning Writing

Data DiscoveryData Discovery

End of ProjectEnd of Project

DataArchiveDataArchive

ProjectStart UpProjectStart Up

Research Lifecycle: Uva Library Data Management Consulting Grouphttp://dmconsult.library.virginia.edu/lifecycle/

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Operational Data Management

• Appoint Data Manager Contact

• Describe data to be collected and methodology

• Include guidelines on data documentation

• Plan security and backup procedures

• Plan sharing of data for public use

• Include preservation plans

• Document copyright and intellectual property rights

Ted Nguyens USA Blog: http://www.tednguyenusa.com

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Methods of Data Management

• Data Organization–Working more efficiently with data

• Data Administration– Protecting data and ensuring quality

• Data Archiving and Sharing– Archiving for preservation and sharing

to promote re-use

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Roadmap

https://www.facebook.com/charlottesvillevirginia Photo Instagrammer ihugtrees05

Goals of the Webinar

Review DMP Funder Requirements

Operational Data Management

Data Management Workbook

Preview of DMPTool2: Institutional Requirements

Page 16: DMPTool Webinar 10: More Extensive DMPs

Parts of the Workbook

1. Project description

2. Survey of existing data

3. Data to be created i. Data organization

methods

4. Data administration issues:i. Funding and

institutional requirements

ii. Data owners and

stakeholders iii. Access and security iv. Privacy/Confidentialityv. Backups

5. Data sharing and archiving

6. Responsibilities

7. Data documentation and metadata

8. Budget

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Data to be Created

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Data to be Created

File Naming Conventions

File Version Control

• Via file naming conventions

• Software for Version Control

• Network Version Control

Page 19: DMPTool Webinar 10: More Extensive DMPs

Data Administration• Funding &

Institutional Policies• Access (working

storage) & Security• Backups

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Data Sharing & Archiving

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Other Key Sections

Data Organization

Survey of Existing

Data

Project Description

Data Administration

Data Sharing &

ArchivingResponsibilitie

sData Documentation &

MetadataBudget

• Responsibilities• Data

Documentation and Metadata

• Budget

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When a Plan Comes Together

• Consistent Data Management• Can be used for training• Use parts for Data Management

Reports• Easy to record changes (i.e., policy)

Rich Murmane Blog: http://richmurnane.blogspot.com/

Page 23: DMPTool Webinar 10: More Extensive DMPs

Roadmap

https://www.facebook.com/charlottesvillevirginia Photo Instagrammer ihugtrees05

Goals of the Webinar

Review DMP Funder Requirements

Operational Data Management

Data Management Workbook

Preview of DMPTool2: Institutional Requirements

Page 24: DMPTool Webinar 10: More Extensive DMPs

Institutional Requirements

• Institutions can create local data management requirements

• Can reflect institution data management policies

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Local Institution

https://bitbucket.org/dmptool/main/wiki/DMPTool2Project

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ANU Data Management Manual: Managing Digital Research Data at the Australian National University (6th Edition): http://tinyurl.com/ANU-DMP

Managing and Sharing Data: Best Practices for Researchers (3rd Edition): http://www.data-archive.ac.uk/media/2894/managingsharing.pdf

University of Virginia Data Management Planning Workbook, e-mail: [email protected]

For More InformationFl

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Email

Twitter

Website

[email protected]

@shLakeuva

http://dmconsult.library.virginia.edu

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DMP: Beyond the 2-Pager

James Gibeaut, PhD

GRIIDC Director and Endowed Chair for Geospatial Sciences

Harte Research Institute for Gulf of Mexico Studies Texas A&M University – Corpus Christi, TX

(email: [email protected])

Felimon Gayanilo

Systems Architect

Harte Research Institute for Gulf of Mexico Studies Texas A&M University – Corpus Christi, TX

(email: [email protected])

Page 30: DMPTool Webinar 10: More Extensive DMPs

MissionThe mission of Gulf of Mexico Research Initiative (GoMRI) is to implement an independent research program that will

(1) Study the effects of the Deepwater Horizon incident and the potential associated impact of this and similar incidents on the environment and public health and

(2) Develop improvements for spill mitigation, oil detection and characterization, and advanced remediation technologies.

Presenter: J. Gibeaut

Page 31: DMPTool Webinar 10: More Extensive DMPs

Goal

The ultimate goal of the GoMRI is be to improve society’s ability to understand, respond to and mitigate the impacts of petroleum pollution and related stressors of the marine and coastal ecosystems, with an emphasis on conditions found in the Gulf of Mexico. Knowledge accrued will be applied to restoration and to improving the long-term environmental health of the Gulf of Mexico.

Presenter: J. Gibeaut

Page 32: DMPTool Webinar 10: More Extensive DMPs

Research Themes

1. Physical distribution and ultimate fate of contaminants associated with the Deepwater Horizon incident;

2. Chemical evolution and biological degradation of the contaminants;

3. Environmental effects of the contaminants on Gulf of Mexico ecosystems, and the science of ecosystem recovery;

4. Technology developments for improved detection, characterization, mitigation, and remediation of offshore oil spills; and

5. Impacts of oil spills on public health.

Presenter: J. Gibeaut

Page 33: DMPTool Webinar 10: More Extensive DMPs

Presenter: J. Gibeaut

GoMRI Funds Awarded as of December 31, 2011

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Data Management PolicyGuiding Principles

• Timely submission of data and model outputs to GRIIDC and to national repositories• Use of existing data standards and management systems as much as practicable• Employ best practices for data policy and data management as elucidated by NSF and NOAA or other agency appropriate for the topic of study• A strong commitment to data management by each PI

Presenter: J. Gibeaut

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Request for Proposal and the DMP

• RFPs are drafted by the GoMRI Research Board and announced through the GoMRI website (see http://gulfresearchinitiative.org/request-for-proposals/rfp-iv-save-the-date/ for the next RFP)

• Includes pre-proposal and full proposal requirement with abbreviated DMP.

Post-Award: Revisiting the DMP• GoMRI/GRIIDC Template (http://

data.gulfresearchinitiative.org/docs/DMP/Gulf-of-Mexico-Research-Initiative-Data-Management-Plan-Template.pdf)

• DMPTool (https://dmp.cdlib.org/; GoMRI template is also available)

• Example DMPs are also posted on GRIIDC sitePresenter: J. Gibeaut

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Dataset: Concept to Registration

Pre

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Dataset: Concept to Registration

Pre

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CDL DMPToolPre

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Dataset: Concept to Registration

Pre

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Dataset Information Form (DIF)

• Inform the community of what is planned to be collected, and

• Inform GRIIDC of what is expected to come.

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Dataset: Concept to Registration

Pre

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Compliance/Dataset Monitoring

Presenter: F. Gayanilo

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Dataset: Concept to Registration

Pre

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ayanilo

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Dataset Registration/Submission

Pre

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ISO 19115/19115-2 Metadata Editor

Pre

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Compliance/Dataset Monitoring

Presenter: F. Gayanilo

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Data Discovery(https://data.gulfresearchinitiative.org/

)

Presenter: F. Gayanilo

Page 48: DMPTool Webinar 10: More Extensive DMPs

Thank you!

DMP: Beyond the 2-Pager

James Gibeaut, PhD

GRIIDC Director and Endowed Chair for Geospatial Sciences

Harte Research Institute for Gulf of Mexico Studies Texas A&M University – Corpus Christi, TX

(email: [email protected])

Felimon Gayanilo

Systems Architect

Harte Research Institute for Gulf of Mexico Studies Texas A&M University – Corpus Christi, TX

(email: [email protected])

Page 49: DMPTool Webinar 10: More Extensive DMPs

blog.dmptool.org/webinar-series

From Flickr by Jeff Keacher

In 2 weeks: Complementary ToolsPresenters: Carly Strasser, Perry Willett, Marisa Strong, Center for Open Science

Tuesday 15 Oct @ 10am PT

Register now!

Page 50: DMPTool Webinar 10: More Extensive DMPs

blog.dmptool.org/webinar-series/

Page 51: DMPTool Webinar 10: More Extensive DMPs

blog.dmptool.org/webinar-series

28 May Introduction to the DMPTool

4 June Learning about data management: Resources, tools, materials

18 June Customizing the DMPTool for your institution

25 June Environmental Scan: Who's important at your campus

9 July Promoting institutional services; EZID Outreach Made Simple!

16 July Health Sciences & DMPTool - Lisa Federer, UCLA

23 July Digital humanities and the DMPTool - Miriam Posner, UCLA

13 Aug Data curation profiles and the DMPTool – Jake Carlson, Purdue

27 Aug Talking Points for Meeting with Institutional Stakeholders

1 Oct Beyond Funder Requirements: More Extensive DMPs

15 Oct Tools and resources that complement the DMPTool

5 Nov Case studies – Librarians successfully supporting data

Page 52: DMPTool Webinar 10: More Extensive DMPs

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BlogFacebook

[email protected]@TheDMPToolblog.dmptool.orgFacebook.com/DMPTool

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