Data Citation Standards and Practices

Presentation to BRDI27 February 2013

Bonnie C. CarrollPast Co-chair , CODATA/ICSTI TG on Data Citation

Member CODATA Executive Committee

Managing/Supporting Organizations

• International CODATA Task Group on Data Citation Standards and Practiceshttp://www.codata.org/taskgroups/TGdatacitation/index.html – Approved at CODATA 27th General Assembly in Cape Town, SA 2010– Renewed at CODATA 28th GA in Taipei, 2012

• Support– NAS/BRDI US National Committee for CODATA– Sloan Foundation– Institute for Museum and Library Services– Library of Congress– Microsoft Research staff supports both projects.

CODATA Data Citation Task GroupCo-Chairs:

Jan Brase,(Director, DataCite, and ICSTI representative), Technische Informations Bibliothek (TIB)/German National Library of Science and Technology, GERMANYSarah Callaghan (U.K. CODATA), The NCAS British Atmospheric Data Centre, STFC Rutherford Appleton Laboratory, UNITED KINGDOMChristine Borgman (US BRDI) UCLA

CODATA Liaison:Bonnie Carroll (U.S. CODATA and CENDI), President, Information International Associates, USA

Members:~25 people from 4 continents

Consultants:Daniel Cohen, Library of Congress ,USAFranciel Linares, Information International Associates, USAYvonne Socha, MLIS candidate, University of Tennessee, USAPaul F. Uhlir, U.S. National Committee for CODATA and Board on Research Data and Information, National Academy of Sciences, USA

Data Citation Task Group Objectives

• Promote scientific data attribution by promoting practical guidance on how to publish citable and trackable data sets.

• Investigate and analyze how existing data repositories cite and provide attribution to their data sets.

• Identify and obtain input from stakeholders in the library, academic, publishing and research communities.

• Provide an international forum to identify and help reconcile the needs of various stakeholder communities.

• Conduct meetings and workshops to articulate the state of the art and best practices in this area, and to identify emerging issues.

• Work with the major international, regional, and national standards organizations to develop formal data citation and attribution standards, guidelines and best practices.

• Share information and create greater awareness of these issues internationally.

Completed Activities

• Bibliographic inventory and analysis (ongoing).• Interviews with a sample of 60 identified stakeholders

concerning data citation practices – Data Repositories– Publishers – Researchers– Funding Organizations

• Held international workshop on current practices (see below)• Established a public web presence.• Sponsored Sessions at CODATA Conference in Taipei, 2012\

Active dissemination of first phase results in 2013.• White Paper on Current Practices in Data. (2013)

BRDI’s Role

• In collaboration with the CODATA-ICSTI TG, held a large international workshop to define the issue, – Internationalize it with a broad cross-section of international

groups and stakeholders. – BRDI staff gets funding for the US and international parts, and

supports both.– 8/11 in Berkeley, in connection with the annual DataCite meeting. – Published the report through the Academy in the fall of 2012– For

Attribution: Developing Data Attribution and Citation Practices and Standards.

– BRDI steering committee chaired by Christine Borgman.• Supported participation in three face-to-face meetings

For more information on the symposium and workshop see: http://sites.nationalacademies.org/PGA/brdi/PGA_063656

Second 2-Year Term

• Workshop 2 - focus on moving existing activities and infrastructure into best practices – BRDI/US National CODATA contribution– Implementation strategy for uptake– Possible options for standards– Fall, 2013– Maybe in conjunction with ICSTI in Paris

• Identify areas for possible standards in data citation and work with standards organizations to develop them

• Develop an outreach and implementation strategy for different stakeholders, including the data centers, universities and research community, STM publishers, and research funders.– Papers, articles, presentations

Input from BRDI: How do we best promote development and use of best practices?

Proposal for a Revised CODATA Dues Structure

Presentation to BRDI27 February 2013

Bonnie C. CarrollPast Co-chair , CODATA/ICSTI TG on Data Citation

Member CODATA Executive Committee

Drivers for Change• The current arbitrary nature of the dues amounts is difficult to explain.• The CODATA unit system is no longer equitable because it does not

track changes in nations ability to pay.

• Objectives– Maintain or increase current annual budget– Increase CODATA's financial stability and sustainability.– Address the needs of both CODATA and its national members.– Establish a stable, objective and fair dues system based on a countries

ability to pay.– Transition smoothly from the existing to the new system.– Correct imbalances in the current dues structure – Reduce barriers to membership on the part of developing countries

• "National Dues Committee• John Broome (Treasurer and dues report author)• Bonnie Carroll (representative from a "large GDP" member country)• Niv Ahituv (Membership Committee Chair and representative from a "smaller GDP" country)• Kathleen Cass (CODATA Executive Secretary)

CODATA REVISED DUES STRUCTURE

CODATA Bands Limits and Dues amountsBand lower % upper % Euros

1 0.00% 0.50% 1 000 €2 0.50% 1.00% 2 000 €3 1.00% 2.00% 4 000 €4 2.00% 3.00% 6 000 €5 3.00% 4.00% 7 000 €6 4.00% 5.00% 10 000 €7 5.00% 6.00% 15 000 €8 6.00% 10.00% 20 000 €9 10.00% 20.00% 30 000 €

10 20.00% 100.00% 50 000 €

Modified version of ICSU banded dues model o Each member country will be placed in one of 10 bands based on

GPD (most recent 3 years from the OECD). The dues and the percentage limits of each band designed to

o Restore alignment of dues with countries ability to payo Minimize changes to the dues each for each country, and o Maintain the current annual dues revenue of CODATA.

The Treasurer will recalculate annual dues every 2 years Only members in good standing will be included in the calculation. Dues changes due to band reclassification will take place incrementally over 2 years The minimum annual dues amount will be 1000 Euros Dues continue to be adjusted for inflation annually using the OECD inflation index. Dues can be paid in Euros or US$.

Proposed New DuesGDP 2012 2013 Band Model 2014

CountryAverage GDP for paid up

countries for 2013 CODATA 2012 Dues CODATA 2013 Dues CODATA BandCalculated 2014 "Band-Model" Dues

Change from 2013 Dues

(units) OECD 2008-10 Avg.

(euros) Euros Euros # Euros EurosFull members

USA 10,222.1 € 50,893 € 51,404 € 10 50,000 € -893 €

China (Beijing) 3,707.9 € 11,451 € 11,566 € 9 30,000 € 18,549 €

Japan 3,682.1 € 29,645 € 29,943 € 9 30,000 € 355 €

United Kingdom 1,692.3 € 23,093 € 23,325 € 8 20,000 € -3,093 €

Canada 1,056.6 € 12,723 € 12,851 € 6 10,000 € -2,723 €

Russia 1,042.4 € 6,361 € 6,425 € 6 10,000 € 3,639 €

India 985.0 € 7,634 € 7,710 € 5 7,000 € -634 €

Australia 789.1 € 7,281 € 7,375 € 5 7,000 € -281 €

Korea 665.5 € 6,361 € 6,425 € 4 6,000 € -361 €

Indonesia 422.6 € 2,544 € 2,570 € 3 4,000 € 1,456 €

Taipei 289.1 € 6,361 € 6,425 € 3 4,000 € -2,361 €

Finland 250.7 € 1,000 € 1,000 € 2 2,000 € 1,000 €

South Africa 221.4 € 2,544 € 2,570 € 2 2,000 € -544 €

Czech Republic 0.0 € 1,020 € 1,000 € 2 2,000 € n/a

Israel 146.9 € 2,544 € 2,570 € 2 2,000 € -544 €

Ukraine 103.5 € 1,016 € 1,000 € 1 1,000 € -16 €

Mongolia 0.0 € 1,000 € 1,000 € 1 1,000 € n/a

25,277.2 € 173,471 € 175,159 € 188,000 € 13, 549