dmptool for imls #webwise14

Carly Strasser | @carlystrasser California Digital Library

WebWise Feb 2014

From Flickr by David Blaine

I am not a librarian. From Flickr by ransomtech

Why am I here?

Because I believe in the scientific process

Because I believe in the scientific process

… which includes reproducibility

From Flickr by ~Minnea~

Reproducibility Data management

Documentation

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WHO

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Digital data

Digital data +

Complex workflows

OSTP

DMP requirements

Open Data

data sharing mandates

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From Flickr by ahockey

DMPs!

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What I tell researchers…

A document that describes what you will do with your data both during your research

and after you complete your project

From Flickr by Barbies Land

What is a data management plan?

For funders: A short plan submitted alongside grant applications

But they all have different requirements and express them in

different ways

From Flickr by 401(K) 2013

An outline of –  what will be collected –  methods –  Standards –  Metadata –  sharing/access –  long-term storage

Includes how and why

•  Saves time •  Increases research

efficiency •  Satisfies requirements

Why prepare a DMP? From Flickr by natalinha

When do you plan?

Yes.

Plan

Collect

Assure

Describe

Preserve

Discover

Integrate

Analyze Proposal writing

Research

Publication

Ideas

When do you plan?

Remember!

From Flickr by gmacfadyen

•  Keep plans current •  Incorporate changes •  Use as a guide for daily

activities

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Where to start?

Small & Simple •  Document what you know now •  Share the plan with your team •  Avoid procrastination and

immobilization •  Know who to talk to

Where to start?

Who: "Support Services & Collaborators Plan section Support Information about data PI, co-PIs, research staff Metadata content & format Librarians, data repositories

Policies for access, sharing, reuse

Funder, institute, HIPPA, IRB, users

Long-term storage and data management

Librarians, IT staff, data repositories

Budget Sponsored programs office, funder

Basic DMPs

From Flickr by Artful Magpie

1.  Types of data 2.  Data & metadata standards 3.  Policies 4.  Plans for preservation 5.  Budget

•  Types of data produced •  Relationship to existing data •  How/when/where will the data be captured or

created? •  How will the data be processed? •  Quality assurance & quality control measures •  Security: version control, backing up •  Who will be responsible for data management

during/after project?

1.  Types of data

biology.kenyon.edu

C. Strasser

From Flickr by Lazurite

Wired.com

•  What metadata are needed to make the data meaningful? •  How will you create or capture these metadata? •  Why have you chosen particular standards and

approaches for metadata?

2.  Data & metadata standards

•  Are you under any obligation to share data? •  How, when, & where will you make the data available? •  What is the process for gaining access to the data? •  Who owns the copyright and/or intellectual property? •  Will you retain rights before opening data to wider use? How

long? •  Are permission restrictions necessary? •  Embargo periods for political/commercial/patent reasons? •  Ethical and privacy issues? •  Who are the foreseeable data users? •  How should your data be cited?

3.  Policies for access, sharing, re-use

•  What data will be preserved for the long term? For how long?

•  Where will data be preserved? •  What data transformations need to occur before

preservation?

4.  Plans for archiving & preservation

From Flickr by theManWhoSurfedTooMuch

•  What metadata will be submitted alongside the datasets?

•  Who will be responsible for preparing data for preservation? Who will be the main contact person for the archived data?

5.  Budget •  Costs of data preparation & documentation

Hardware, software Personnel Archive fees

•  How costs will be paid Request funding!

dorrvs.com

Current DMP tools

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Step-by-step wizard for generating DMP Create | edit | re-use | share | save | generate

Open to community

DMPonline: dmponline.dcc.ac.uk

From Flickr by Max Chu

dmptool.org

DMPTool Project •  Partners started working in January

2011 •  Developed requirements, divided work •  Self-funded / In-kind

•  Free •  Guides through creating a DMP •  Helps meet funder requirements

•  Supplies questions •  Includes explanation/context provided by

the agency •  Provides links to the agency website

dmptool.org

Wait! Data management planning is complex & requires dialog

Our focus: •  simplify & scale the common parts •  develop community •  provide incremental improvement

in functionality

From Flickr by ChrisGoldNY

Funder templates

Support for 21 public and private funding agencies

Gordon and Betty Moore Foundation Gulf of Mexico Research Initiative Institute of Education Sciences Institute of Museum and Library Services Joint Fire Science Program NEH Office of Digital Humanities National Institutes of Health National Oceanic and Atmospheric Administration NSF Astronomical Sciences NSF Atmospheric and Geospace Sciences NSF Biological Sciences NSF Chemistry Division NSF Computer and Information Science and Engineering NSF Earth Sciences NSF Education and Human Resources NSF Emerging Frontiers in Research and Innovation NSF Engineering NSF Materials Research NSF Physics NSF Social, Behavioral, Economic Science

From Flickr by OZinOH

DMPTool2

DMPTool Uptake

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Unique  Users  Plans  Institutions  

DMPTool 2: Responding to the Community

Coming Soon!

Plan Creators & Plan

Administrators

2

2 Open RESTful API ?

Yelp

Google Maps

APIs

DMPTool

•  Invisible to user •  Exposes specific functionality

and/or data •  Other functionality/data

protected Other stuff

API

Interactions Popularity

API Benefits

Improve functionality Add more functionality

Combine with their services

New Features

Refactored UI

Expanded roles & co-ownership Creator roles –  Owner –  Co-owner

Administrative roles –  DMP template editor –  Resources editor –  Institutional reviewer –  Institutional administrator –  DMPTool administrator

Self-service admin functions

Self-service admin functions

Self-service admin functions

Sharing

1.  Private – owners & co-owners only

2.  Within institution 3.  Publicly

Review capabilities

Governance Steering group Partners 1.  Establish institutional authentication with the

DMPTool (Shibboleth, LDAP, etc.) 2.  Customize the tool with resources, help text,

suggested answers, or other information. 3.  Contribute to the maintenance and

enhancement of the DMPTool codebase.

Partner principles

From Flickr by orangesparrow

Governance: Principles 1.  Continuous improvement of the DMPTool’s utility &

features

2.  User-driven requirements & development priorities

3.  Community-driven progress on tool improvement

4.  Enthusiasm for the DMPTool

5.  Integrity of plans created and resources offered

6.  Commitment to an open process for development, enhancement, and improvement

7.  Quality of code and materials created From Flickr by orangesparrow

Governance: Activities 1.  Enhance their users’ DMPTool experience by

accomplishing one or more of the following: Authentication, resource customization, institution template creation

2.  Customize the appearance and functionality of the DMPTool with their institutional logo and/or contact information.

3.  Designate a contact person as the institution’s contact point for the DMPTool listserv and any partner communications.

4.  Designate a primary administrator to hold the institutional administrator role in the DMPTool.

From Flickr by orangesparrow

From Flickr by orangesparrow

Governance: Activities 5.  Designate a primary administrator to hold the

institutional administrator role in the DMPTool. This role provides important privileges regarding customization of institutional branding; plan resources, help text, and suggested answers; and plan review.

6.  Help ensure that the DMPTool maintains its relevance and utility

7.  Contribute to an environment of shared efforts and resources

8.  Participate in the broader DMPTool Community 9.  Agree to and adopt intellectual property licensing and

ownership principles

Provide librarians with the tools and resources

to claim the data management education space

Improving Data Stewardship with the DMPTool

Improving Data Stewardship with the DMPTool

Webinar series Case studies

Blog development Talking points

Collect resources

Provide librarians with the tools and resources

to claim the data management education space

...and explore other tools for integration with DMPTool

Improving Data Stewardship with the DMPTool

From Flickr by Michael MM!

Oakland January

2014

Hopes & Dreams for DMPTool 3

From Flickr by scorpiorules58!

From Flickr by scorpiorules58!

1.  Develop DMPTool 2 Analytics 2.  Recommend repositories & metadata standards 3.  Enable adaptive non-Linear templates 4.  Provide identifiers for everything 5.  Forge funder partnerships 6.  Generic, thorough, recommended DMP template 7.  Enable creation of Software Management Plan 8.  Generate checklist 9.  Consider new cost models 10.  Expand DMPTool Internationally 11.  Support for languages other than English

blog.dmptool.org

facebook.com/dmptool

Email Tweet me My slides

carly.strasser@ucop.edu @carlystrasser slideshare.net/carlystrasser

Questions? Website

Twitter Blog

dmptool.org @TheDMPTool blog.dmptool.org