Data Management Planning
                Sarah Jones
         Digital Curation Centre

        sarah.jones@glasgow.ac.uk



                                              Funded by:


   •PhD workshop, University of Northampton
What is research data management?


             •5.
                                     •1.
                                                      “the active management and
       •Preservation
         •& Re-Use
                                   •Create               appraisal of data over the
                                                          lifecycle of scholarly and
                                                              scientific interest”
      •4.
                                             •2.
 •Publication
                                        •Active Use
  •& Deposit

                                                       Data management is part of
                       •3.
                  •Documentation                         good research practice
What is a data management plan?
A brief plan written at the start of your project to define:
•    how your data will be created?
•    how it will be documented?
•    who will access it?
•    where it will be stored?
•    who will back it up?
•    whether (and how) it will be shared & preserved?


DMPs are often submitted as part of grant applications,
 but are useful whenever you’re creating data.
Why develop a DMP?
• to help you manage your data

• to make informed decisions so you don’t have to
  figure out things as you go

• to anticipate and avoid problems e.g. data loss

• to make your life easier!
What should a DMP cover?

1. What data will you produce?

2. How will you organise / look after the data?

3. How will you document the data?

4. What data will be deposited and where?

5. Who will be interested in re-using the data?
•1. What data will you produce?

                                                         • What type of data will
             •5.
       •Preservation
                                     •1.                   you produce?
                                   •Create
         •& Re-Use

                                                         • What types of file
                                                           format?
     •4.
•Publication
                                                •2.
                                           •Active Use
                                                         • How easy is it to create
 •& Deposit
                                                           or reproduce?
                       •3.
                  •Documentation
                                                         • Who owns and is
                                                           responsible for it?
•2. How will you look after the data?

             •5.
                                                         • Is your data safe?
                                     •1.
       •Preservation
                                   •Create
                                                         • How is your data
         •& Re-Use



                                                           backed up?
     •4.
                                                •2.
                                                         • Can you access it
•Publication
 •& Deposit
                                           •Active Use
                                                           when you need to?

                       •3.                               • Is your data
                                                           organised?
                  •Documentation
•3. How will you document the data?
                                                          • Do you still understand
              •5.
                                      •1.
                                                            your older work?
        •Preservation
                                    •Create
          •& Re-Use
                                                          • Is the file structure /
                                                            naming understandable?
      •4.
 •Publication
                                                 •2.      • Are there standards you
                                            •Active Use
  •& Deposit
                                                            can use?
                        •3.
                   •Documentation
                                                          • How do you handle
                                                            versions?
•4. What data will be deposited and where?

                                                           • Are you expected to
               •5.
                                       •1.
                                                             share your data?
         •Preservation
                                     •Create
           •& Re-Use
                                                           • Are you allowed to share
                                                             your data?
       •4.
  •Publication
                                                  •2.      • Which data will be
   •& Deposit
                                             •Active Use
                                                             included in your
                                                             publication / thesis?
                         •3.
                    •Documentation
                                                           • Which can be discarded?
•5. Preservation and Re-use

                                                         • How long will your data
             •5.
       •Preservation
                                     •1.
                                   •Create
                                                           be reusable for?
         •& Re-Use



                                                         • Do you need to prepare
                                                           your data to deposit in
     •4.
•Publication
                                                •2.
                                           •Active Use
                                                           an archive?
 •& Deposit




                       •3.
                                                         • How will you make sure
                  •Documentation
                                                           you get citations &
                                                           impact?
A useful framework to get you started



                                                       •Think about why
                                                       the questions are
                                                      being asked – why
                                                          is it useful to
                                                         consider that?


                                                    •Look at examples to
                                                    help you understand
                                                        what to write

•www.icpsr.umich.edu/icpsrweb/content/datamanagement/dmp/framework.html
Help from the DCC




                           •https://dmponline.dcc.ac.uk




•www.dcc.ac.uk/resources/how-guides/develop-data-plan
...a web-based tool to help researchers write Data
Management Plans according to different funder
requirements

We’re currently enhancing it with practical examples,
boilerplate text and tailored support

           https://dmponline.dcc.ac.uk
How DMP Online works
                                     Create a plan
                                       based on
                                       relevant
                                       funder /
                                     institutional
                                     templates...




...and then
answer the
 questions
 using the
 guidance
  provided
Tips for writing DMPs

• Seek advice - consult and collaborate

• Consider good practice for your field

• Base plans on available skills & support

• Make sure implementation is feasible
Sources of guidance
• ICPSR framework for a data management plan

  www.icpsr.umich.edu/icpsrweb/content/datamanagement/dmp/
  framework.html


• How to develop a data management and sharing plan
  www.dcc.ac.uk/resources/how-guides/develop-data-plan


• UKDA’s manage and share your data guide
• http://data-archive.ac.uk/media/2894/managingsharing.pdf
Thanks - any questions?


Content for this sessions has been taken from Research360, a Jisc
funded project which developed DMP resources for PhD students:
http://blogs.bath.ac.uk/research360/category/training
Exercise: writing a DMP

• Fill in the template based on your PhD

• Discuss your plan
  – Did you know what to write?
  – Were the questions clear / understandable?
  – Was it useful to think about these issues?

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Data Management Planning for PhDs

  • 1. Data Management Planning Sarah Jones Digital Curation Centre [email protected] Funded by: •PhD workshop, University of Northampton
  • 2. What is research data management? •5. •1. “the active management and •Preservation •& Re-Use •Create appraisal of data over the lifecycle of scholarly and scientific interest” •4. •2. •Publication •Active Use •& Deposit Data management is part of •3. •Documentation good research practice
  • 3. What is a data management plan? A brief plan written at the start of your project to define: • how your data will be created? • how it will be documented? • who will access it? • where it will be stored? • who will back it up? • whether (and how) it will be shared & preserved? DMPs are often submitted as part of grant applications, but are useful whenever you’re creating data.
  • 4. Why develop a DMP? • to help you manage your data • to make informed decisions so you don’t have to figure out things as you go • to anticipate and avoid problems e.g. data loss • to make your life easier!
  • 5. What should a DMP cover? 1. What data will you produce? 2. How will you organise / look after the data? 3. How will you document the data? 4. What data will be deposited and where? 5. Who will be interested in re-using the data?
  • 6. •1. What data will you produce? • What type of data will •5. •Preservation •1. you produce? •Create •& Re-Use • What types of file format? •4. •Publication •2. •Active Use • How easy is it to create •& Deposit or reproduce? •3. •Documentation • Who owns and is responsible for it?
  • 7. •2. How will you look after the data? •5. • Is your data safe? •1. •Preservation •Create • How is your data •& Re-Use backed up? •4. •2. • Can you access it •Publication •& Deposit •Active Use when you need to? •3. • Is your data organised? •Documentation
  • 8. •3. How will you document the data? • Do you still understand •5. •1. your older work? •Preservation •Create •& Re-Use • Is the file structure / naming understandable? •4. •Publication •2. • Are there standards you •Active Use •& Deposit can use? •3. •Documentation • How do you handle versions?
  • 9. •4. What data will be deposited and where? • Are you expected to •5. •1. share your data? •Preservation •Create •& Re-Use • Are you allowed to share your data? •4. •Publication •2. • Which data will be •& Deposit •Active Use included in your publication / thesis? •3. •Documentation • Which can be discarded?
  • 10. •5. Preservation and Re-use • How long will your data •5. •Preservation •1. •Create be reusable for? •& Re-Use • Do you need to prepare your data to deposit in •4. •Publication •2. •Active Use an archive? •& Deposit •3. • How will you make sure •Documentation you get citations & impact?
  • 11. A useful framework to get you started •Think about why the questions are being asked – why is it useful to consider that? •Look at examples to help you understand what to write •www.icpsr.umich.edu/icpsrweb/content/datamanagement/dmp/framework.html
  • 12. Help from the DCC •https://dmponline.dcc.ac.uk •www.dcc.ac.uk/resources/how-guides/develop-data-plan
  • 13. ...a web-based tool to help researchers write Data Management Plans according to different funder requirements We’re currently enhancing it with practical examples, boilerplate text and tailored support https://dmponline.dcc.ac.uk
  • 14. How DMP Online works Create a plan based on relevant funder / institutional templates... ...and then answer the questions using the guidance provided
  • 15. Tips for writing DMPs • Seek advice - consult and collaborate • Consider good practice for your field • Base plans on available skills & support • Make sure implementation is feasible
  • 16. Sources of guidance • ICPSR framework for a data management plan www.icpsr.umich.edu/icpsrweb/content/datamanagement/dmp/ framework.html • How to develop a data management and sharing plan www.dcc.ac.uk/resources/how-guides/develop-data-plan • UKDA’s manage and share your data guide • http://data-archive.ac.uk/media/2894/managingsharing.pdf
  • 17. Thanks - any questions? Content for this sessions has been taken from Research360, a Jisc funded project which developed DMP resources for PhD students: http://blogs.bath.ac.uk/research360/category/training
  • 18. Exercise: writing a DMP • Fill in the template based on your PhD • Discuss your plan – Did you know what to write? – Were the questions clear / understandable? – Was it useful to think about these issues?

Editor's Notes

  • #12: I recommend this ICPSR resource It explains the importance of different questions as a pointer to how to answer Examples are given. This is the most frequent request we get at DCC - examples help researchers think of what to write for their context
  • #13: The DCC has produced a How to guide on writing DMPs and developed a tool to help
  • #14: There are various templates in DMP Online based on different funder requirements and institutional customisations