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Data Management Planning
    Sarah Jones & Joy Davidson
    HATII, University of Glasgow

     sarah.jones@glasgow.ac.uk
     joy.davidson@glasgow.ac.uk

                                       Funded by:

      •POPP conference, CCA, Glasgow
What is research data?




         All manner of things that you produce
              in the course of your research
Defining research data
Research data are collected, observed or created, for
the purposes of analysis to produce and validate
original research results

Both analogue and digital materials are 'data'

Digital data can be:
   created in a digital form ("born digital")
   converted to a digital form (digitised)
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. Can you / others understand 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.
       •Preservation
                                     •1.                 • Is your data safe?
                                   •Create
         •& Re-Use

                                                         • Is your data
                                                           organised?
     •4.
•Publication
                                                •2.
                                           •Active Use
                                                         • Can you find your
 •& Deposit
                                                           data?
                       •3.
                  •Documentation
•3. How will you document the data?

                                                          • Do you still understand
              •5.
        •Preservation
                                      •1.                   your older work?
                                    •Create
          •& Re-Use

                                                          • Is the file structure /
                                                            naming understandable
      •4.
                                                 •2.
                                                            to others?
 •Publication
                                            •Active Use
  •& Deposit
                                                          • Which data will be kept?

                                                          • Which data can be
                        •3.
                   •Documentation

                                                            discarded?
•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.      • Define the core data set
   •& Deposit
                                             •Active Use
                                                             of the project

                         •3.                               • Which data will be
                    •Documentation
                                                             included in your
                                                             publication / thesis?
•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 for long term
     •4.
•Publication
                                                •2.
                                           •Active Use
                                                           archive?
 •& Deposit




                       •3.
                                                         • Which data do you need
                  •Documentation
                                                           to keep?
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
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
Acknowledgement
Content for this sessions has been taken from two projects
which have developed DMP resources for PhD students:


• DataTrain
  http://www.lib.cam.ac.uk/preservation/datatrain

• Research360
• http://blogs.bath.ac.uk/research360/category/training
Thanks - any questions?

For DCC guidance, tools and case studies see:
         www.dcc.ac.uk/resources

Follow us on twitter @digitalcuration and #ukdcc
Exercise: writing a DMP

• Fill in one of the templates 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 Tips

  • 1. Data Management Planning Sarah Jones & Joy Davidson HATII, University of Glasgow sarah.jones@glasgow.ac.uk joy.davidson@glasgow.ac.uk Funded by: •POPP conference, CCA, Glasgow
  • 2. What is research data? All manner of things that you produce in the course of your research
  • 3. Defining research data Research data are collected, observed or created, for the purposes of analysis to produce and validate original research results Both analogue and digital materials are 'data' Digital data can be: created in a digital form ("born digital") converted to a digital form (digitised)
  • 4. 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
  • 5. 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.
  • 6. 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!
  • 7. What should a DMP cover? 1. What data will you produce? 2. How will you organise / look after the data? 3. Can you / others understand the data? 4. What data will be deposited and where? 5. Who will be interested in re-using the data?
  • 8. •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?
  • 9. •2. How will you look after the data? •5. •Preservation •1. • Is your data safe? •Create •& Re-Use • Is your data organised? •4. •Publication •2. •Active Use • Can you find your •& Deposit data? •3. •Documentation
  • 10. •3. How will you document the data? • Do you still understand •5. •Preservation •1. your older work? •Create •& Re-Use • Is the file structure / naming understandable •4. •2. to others? •Publication •Active Use •& Deposit • Which data will be kept? • Which data can be •3. •Documentation discarded?
  • 11. •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. • Define the core data set •& Deposit •Active Use of the project •3. • Which data will be •Documentation included in your publication / thesis?
  • 12. •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 for long term •4. •Publication •2. •Active Use archive? •& Deposit •3. • Which data do you need •Documentation to keep?
  • 13. 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
  • 14. Help from the DCC •https://dmponline.dcc.ac.uk •www.dcc.ac.uk/resources/how-guides/develop-data-plan
  • 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. Acknowledgement Content for this sessions has been taken from two projects which have developed DMP resources for PhD students: • DataTrain http://www.lib.cam.ac.uk/preservation/datatrain • Research360 • http://blogs.bath.ac.uk/research360/category/training
  • 18. Thanks - any questions? For DCC guidance, tools and case studies see: www.dcc.ac.uk/resources Follow us on twitter @digitalcuration and #ukdcc
  • 19. Exercise: writing a DMP • Fill in one of the templates 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?

Notas del editor

  1. 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
  2. The DCC has produced a How to guide on writing DMPs and developed a tool to help