Data Management Plans Tool, a community tool

11 July 2011

DataONE Users Group (DUG) Meeting

The what and why of a DMPComponents of a DMP1. Content Characteristics: the types of

data, samples, physical collections, software…

2. Standards: the standards to be used for data and metadata format and content

3. Access: policies for access and sharing , provisions for appropriate protection of privacy, confidentiality, security, intellectual property…

4. Sharing: policies and provisions for re-use, re-distribution

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

The value of a DMPNational funding agencies have data sharing

polices

Scientific journals (Nature, Science, and PLoS) have sharing requirements.

Distributing research results may increase citations (Piwowar et al., 2007)

A shared, common data set may help researchers collaborate and accelerate discoveries (NY Times, 2010).

Sharing research products is increasingly important (Nature, 2009; Science, 2011).

For the researcher:

• helps organize data

• cultivate quality and efficiency

• help with preserving and sharing data

Thanks to Jeffrey Loo, Chemical Informatics Librarian, UCB

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Overview of project

• Eight institutions coming together• Leveraging the work of the

DMPOnline from the UK’s Digital Curation Centre

• Tool will have multiple phases• Goals:

1. Help a researcher create a data management plan that meets funder requirements

2. Help a researcher identify local information and resources that add value to the plan

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Version 1 “Beta” – August 2011

• Two funder workflows1. NSF Generic2. NSF Biosciences

• One user-type: “Researcher”• Authentication/association with institutional

resources for founding partner institutions• Local accounts for non-founding partner

institutions• Release at 2011 Annual Meeting of the Ecological

Society of America (ESA)

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What a researcher can do

User Type 1: DMP Tool Use Case – DataONE Researcher

1. Establish an account

2. View sample plans

3. Preview funder requirements

4. Create, save, edit, publish plan

5. View, use, past plans

6. Use help (generic and

institution specific)

7. View news and latest changes

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4.

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Select home institution -- routes users through theirorganization’s authentication gateway -- pick up branding

2.

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HOSTED BY THE UC LIBRARIESTHE REGENTS OF THE UNIVERSITY OF CALIFORNIA

University of California

Libraries7

Login screen will look slightly different for organizations routing users through their own authentication system.

HOSTED BY THE UC LIBRARIESTHE REGENTS OF THE UNIVERSITY OF CALIFORNIA

University of California

Libraries 8

Home screen: once the user has logged in presented with a view of their work and options

1.

2.

3.

University of California

Libraries 9

1.

2.

3.

University of California

Libraries 10

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1. 2.

University of California

Libraries 12

Version 2 – after September 2011

• Funder workflows for all additional NSF areas with specialized guidelines, NEH ODH, others

• Additional user types:– “Editor”– “Institution”– “Funder”

• Opportunity for other institutions to authenticate and showcase local resources

• Will likely be seeking funding support for expansion from here forward

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Editor’s Roles and responsibilities

User 2: An Editor contributing to the DMP Tool

• Primary role is to create and maintain funder templates

• Create new funder

• Create new plan (version)

• Create question text

• Create help screen text (as applies to questions)

• Revise and edit

• From a partner institution

• Entrusted

University of California

Libraries

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User 3: an institutionAn institution’s use of the DMP Tool

• A range of partners coming together in new ways, pooling expertise

• Libraries

• Administrative offices

• Data centers

• Faculty / researchers

• Create and maintain relevant information

• Resource links

• Institution specific information and tools

• Local help

• Generate reports

• Use the DMP Tool

LIBRARY

SPONSORED PROJECTS OFFICE

OFFICE OF RESEARCH

PROF. JIM CAREY, UC DAVIS

UCLA’S NEWEST

DATA CENTER

TECHNOLOGY TRANSFER / IP

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User 4: a funder

A funder contributing to the DMP Tool

• Add news specific to funding agency

– Changes to existing requirements

– New requirements

• Add resources

about a specific

funding program

Initial funding agencies

• NSF General

• NSF Directorates

• National Institutes of Health

• Institute of Museum and Library Services

• As partners request

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Summary

1. Aim to be the “go to place” for DMPs in the US– Pulling together funder and institutional practices and

requirements– Single institutional location for decision-making guidance for

policy, infrastructure, and services– Open development plan allowing integration with other

systems and initiatives

2. Service as a broad community of expertise and support for data management that enables connections between domain areas

3. Practical approach and recognition of the realities of pre-proposal processes and the need to make it quick and easy

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Seeking Feedback

1. What do you expect to be the most valuable part of version 1 for you?

2. What would make version 2 more valuable for you?

3. How do you think this project should be promoted and marketed to researchers?

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