Data Management Plans Tool, a community tool

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Data Management Plans Tool, a community tool

• Todd Grappone
• Associate University Librarian, UCLA
• Trisha Cruse
• Director, UC Curation Center, CDL

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Roadmap

• History and driving forces behind the effort
• Discussion of the DMP and its impact
• Partner institutions and perspective
• Effort to date
• Timeline for moving the project foreword
• Discussion

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Overview of project

• Goal streamline the process to produce a
  credible and high-quality plan for managing data
• Eight institutions coming together
• Developing a flexible online tool, DMP Tool, to
  help researchers generate data management plans
• Leveraging the work of the Digital Management
  Plan Online from the DCC
• Tool will have multiple phases

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Driving forces behind the effort

1. Funding
2. The alternative, a go it alone strategy, will
   only lead to dangerous isolation yielding
   idiosyncratic, expensive, and ultimately
   unsustainable infrastructures.
3. Leverage expertise
4. Allow researchers to focus on research (and
   benefit from managing data)

(New Roles for New Times, ARL, 2011)
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The what and why of a DMP

• Components of a DMP

• The value of a DMP

• Content Characteristics the types of data,
  samples, physical collections, software
• Standards the standards to be used for data and
  metadata format and content
• Access policies for access and sharing ,
  provisions for appropriate protection of privacy,
  confidentiality, security, intellectual property
• Sharing policies and provisions for re-use,
  re-distribution
• Archiving plans for archiving data, samples,
  and other research products, and for preservation
  of access to them.

• National 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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Levels of Collaboration local
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Levels of Collaboration beyond your own backyard
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A look at the DMP Tool

• Will produce an editable document for submission
  to a funding agency
• Phase 1 will provide foundation for future
  releases
• Accommodate versions as funding requirements
  change
• Open source -- bitbucket
• Allows partner institutions to customize
• An emphasis on delivering guidance and help
• Four types of users / administrators
• Researcher
• Editor
• Funder
• Institution

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Select home institution -- routes users through
their organizations authentication gateway --
pick up branding
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Login screen will look slightly different for
organizations routing users through their own
authentication system.
University of California Libraries
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Home screen once the user has logged in
presented with a view of their work and options
University of California Libraries
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University of California Libraries
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University of California Libraries
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What a researcher can do

• User Type 1 DMP Tool Use Case DataONE
  Researcher

• Establish an account
• View sample plans
• Preview funder requirements
• Create, save, edit, publish plan
• View, use, past plans
• Use help (generic and institution specific)
• View news and latest changes

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Editors 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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An institutions use of the DMP Tool

• User 3 an institution

• 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
TECHNOLOGY TRANSFER / IP
PROF. JIM CAREY, UC DAVIS
UCLAS NEWEST DATA CENTER
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User 4 a funder

• A funder contributing to the DMP Tool

• Initial funding agencies

• Add news specific to funding agency
• Changes to existing requirements
• New requirements
• Add resources
• about a specific
• funding program

• NSF General
• NSF Directorates
• National Institutes of Health
• Institute of Museum and Library Services
• As partners request

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The DMP Tool Team

• Amber E Budden, PhD (aebudden_at_dataone.unm.edu)Dir
  ector for Community Engagement and Outreach,
  DataONE, University of New Mexico
• Andrew Sallans (als9q_at_virginia.edu)Head,
  Strategic Data Initiatives / Scientific Data
  Consulting GroupCharles L. Brown Science and
  Engineering Library, UVA
• Trisha Cruse (Patricia.cruse_at_ucop.edu)Director,
  UC Curation Center, California Digital Library
• Martin Donnelly
• Digital Curator Researcher, Digital Curation
  Centre
• Michael A. Grady (m-grady_at_illinois.edu)Executive
  Program Officer for CI, Office of the CIO, UIUC
• Todd Grappone (grappone_at_library.ucla.edu)Associat
  e University Librarian for Digital Initiatives
  and Information Technology, UCLA
• Sherry Lake (shlake_at_virginia.edu)Scientific Data
  ConsultantCharles L. Brown Science and
  Engineering Library, UVATracy Seneca
  (tracy.seneca_at_ucop.edu)Web Archiving Service
  ManagerUC Curation Center, California Digital
  Library
• Sarah L. Shreeves (sshreeve_at_illinois.edu)
• IDEALS Coordinator, Scholarly Commons
  CoordinatorUniversity of Illinois at
  Urbana-Champaign 
• Marisa Strong (marisa.strong_at_ucop.edu)Application
  s DeveloperUC Curation Center, California
  Digital Library
• Günter Waibel (WaibelG_at_si.edu)Director,
  Digitization Program OfficeSmithsonian
  Institution
• Brad Westbrook (bdwestbrook_at_ucsd.edu)Head,
  Metadata Analysis and Specification Unit Geisel
  Library, UCSD Libraries
• Perry Willett (perry.willett_at_ucop.edu)Digital
  Preservation Services ManagerUC Curation Center,
  California Digital Library

University of California Libraries
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Discussion / challenges

• These are early days
• Building a tool that will satisfy the local and
  general
• Bringing all the stakeholders together
• Funder participation
• When will the tool be available?
• How to participate?