Introductiontodatamanagementplanning

JoyDavidsonDigitalCurationCentre

Acknowledgements:contentcontributedbySarahJones,JonathanRans Funded by:

Definitionofresearchdata

‘Researchdata’referstoinformation,inparticularfactsornumbers,collectedtobeexaminedandconsideredasabasisforreasoning,discussionorcalculation.

Inaresearchcontext,examplesofdataincludestatistics,resultsofexperiments,measurements,observationsresultingfromfieldwork,surveyresults,interviewrecordingsandimages.Thefocusisonresearchdatathatisavailableindigitalform.

GuidelinesonOpenAccesstoScientificPublicationsandResearchDatainHorizon2020v.1.0,11December2013,Footnote5,p3

Howdoesresearchdatafitinwiththethemeofopenscience?

“sciencecarriedoutandcommunicatedinamannerwhichallowsotherstocontribute,collaborateandaddtothe

researcheffort,withallkindsofdata,resultsandprotocolsmadefreelyavailableatdifferentstagesoftheresearch

process.”

Research InformationNetwork,OpenSciencecasestudieswww.rin.ac.uk/our-work/data-management-and-curation/

open-science-case-studies

Levelsofopendata

⭐ makeyourstuffavailableontheWeb(whatever format)underanopen licence

⭐⭐ makeitavailableasstructureddata(e.g.Excelinsteadofascanofatable)

⭐⭐⭐ usenon-proprietary formats(e.g.CSVinsteadofExcel)

⭐⭐⭐⭐ useURIstodenotethings,sothatpeoplecanpointatyour stuff

⭐⭐⭐⭐⭐ linkyourdatatootherdatatoprovidecontext

Tim Berners-Lee’s proposal for five star open data - http://5stardata.info

“Open data and content can be freely used, modified and shared by anyone for any purpose”

http://opendefinition.org

Howdoesresearchdatamanagementfitintothepicture?

Create

Document

Use

Store

Share

Preserve

• DataManagementPlanning• Creatingdata• Documentingdata• Accessing/usingdata• Storageandbackup• Selectingwhattokeep• Sharingdata• Datalicensingandcitation• Preservingdata

Create

Document

Use

Store

Share

Preserve

Create

Document

Use

Store

Share

Preserve

Funders haveexpectationsaboutdatasharing…

“TheEuropeanCommission’svisionisthatinformationalreadypaidforbythepublicpurseshouldnotbepaidforagaineachtimeitisaccessedorused,andthatitshouldbenefitEuropeancompanies

andcitizenstothefull.”

http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/hi/oa_pilot/h2020-hi-oa-pilot-guide_en.pdf

Data management plans requested for those participating in Open Data pilot.

“Datasetsarebecomingthenewinstrumentsof

science”

DanAtkins,UniversityofMichigan

…butRDMispartofgoodresearchpractice!

DMPscanhelp

ProjectsparticipatinginthepilotwillberequiredtodevelopaDataManagementplan(DMP),inwhichtheywillspecifywhatdatawillbeopen.

Note that the Commission does NOT require applicants to submit a DMP at the proposal stage.

A DMP is therefore NOT part of the evaluation.

DMPs are a deliverable for those participating in the pilot.

WhataspectsofRDMshouldbe inaDMP?§ What data will be created (format, types, volume...)

§ Standards and methodologies to be used (incl. metadata)

§ How ethics and Intellectual Property will be addressed

§ Plans for data sharing and access

§ Strategy for long-term preservation Create

Document

Use

Store

Share

Preserve

A DMP is a plan to share!

Howwillyounameyourfiles?• Keepitsimple!• Agreemethodswithpartners• Includedates• Avoidnon-alphanumericcharacters• Usehyphensorunderscoresnotspacese.g.day-sheet,day_sheet• Ordertheelements logically

Example from ARM Climate Research Facility www.arm.gov/data/docs/plan

www.jiscdigitalmedia.ac.uk/guide/choosing-a-file-name

Whatismetadata?

Whatisthedifference?

• Metadata– Standardised– Structured– Machineandhumanreadable Metadata

Documentation

Howshouldyoudescribeyourdata?

http://www.dcc.ac.uk/resources/metadata-standards

Whatistheminimumrequired?

• DataCite metadatausedbyOpenAIRE• Citation/disambiguation

– Identifiere.g.DOI– Creator– Title– Publisher– PublicationYear

• Licencing/accessconditions

Wherewillyoustorethedataduringyourresearch?

• Yourownlaptop• Universitysystems• Cloudstorage• Combination

Your decision will be based on how sensitive your data are, how robust you need the storage to be, who needs access to the data,

and when they need access to the data!

Whichdatamustbekept?

• Data,includingassociatedmetadata,neededtovalidatetheresultsinscientificpublications

• Othercuratedand/orrawdata,includingassociatedmetadata,asspecifiedintheDMP

Doesn’t apply to all data (researchers to define as appropriate)

Don’t have to share data if inappropriate – exemptions apply

Exemptions– reasonsforoptingout

• Ifresultsareexpectedtobecommerciallyorindustriallyexploited

• Ifparticipation isincompatiblewiththeneed forconfidentiality inconnectionwithsecurityissues

• Incompatiblewithexistingrulesontheprotectionofpersonaldata

• Would jeopardise theachievementofthemainaimoftheaction

• Iftheprojectwillnotgenerate/collectanyresearchdata•

• IfthereareotherlegitimatereasonstonottakepartinthePilot

CanoptoutatproposalstageORduringlifetimeofprojectShoulddescribeissuesintheprojectDataManagementPlan

Which additional datamightbekeptaftertheprojectends?

Fivestepstofollow

① Could thisdatabere-used② Must itbekeptasevidenceorforlegalreasons③ Shoulditbekeptforitspotentialvalue④ Considercosts– dobenefitsoutweighcost?⑤ Evaluatecriteriatodecidewhattokeep

5stepstodecidewhatdatatokeepwww.dcc.ac.uk/resources/how-guides/five-steps-decide-what-data-keep

Assignpersistentidentifiers• Theyareanalphanumericcodeidentifyingaresource,organisationorindividual

• Theymustbe– Unique– Persistent

• Ideallytheyshouldbeactionabletoo

https://ssi-dev.epcc.ed.ac.uk/

Remembertoconsiderphysicaldata,software

andmodels

http://spatialinformationdesignlab.org/project_sites/library/catalog.html

http://www.ukcrcexpmed.org.uk/Coventry_Warwick_CRF/PublishingImages/Tissue%20Bank%201.jpg

Canyourdatabesharedwithothers?

• PI/researcher

• Datarepositoryandsupportstaff

• Researchparticipants

• Commercialpartners

• Secondarydatauser

Howwillitbeshared?

http://service.re3data.org/search

Zenodo

• Joint effort by OpenAIRE-CERN

• Multidisciplinary repository

• Multiple data types

• Citable data (DOI)

• Links funding, publications, data & software

www.zenodo.org

• Does your publisher or funder suggest a repository?

• Are there data centres or community databases for your discipline?

• Does your university offer support for long-term preservation?

www.dcc.ac.uk/resources/how-guides/license-research-data

Licensing research data

This DCC guide outlines the pros and cons of each approach and gives practical advice on how to implement your licence

CREATIVE COMMONS LIMITATIONS

NC Non-CommercialWhat counts as commercial?

ND No DerivativesSeverely restricts use

These clauses are not open licenses

Horizon 2020 Open Access guidelines point to:

or

EUDATlicensingtool

Answerquestionstodeterminewhichlicence(s)areappropriatetouse

http://ufal.github.io/lindat-license-selector

Optionsforopendata

• Domainrepository• Generalrepository– Figshare,Zenodo,Dryad• Institutionalrepository• Journalsupplementarymaterial• Departmentalwebpage

Ø GeneraldirectoriesRe3data.org

Ø Domainspecificdirectoriese.g.lifesciences– Biosharing.org

Ø DatajournalrecommendationsEdinburgh researchdatablog:Sourcesofdatasetpeerreview

Ø FundingbodyrecommendationsE.g.WellcomeTrustDatarepositories anddatabasesources

FindingexternalrepositoriesGo

Considerations• Theremaybeanacceptedrepositoryusedbypeersorrequiredbyfunders

• Multidisciplinarystudiesmaynothaveanobvioushome

• Datatypesandvolumeswillimpactondecision

Howwillyoumakeyourdatadiscoverable?

http://ckan.data.alpha.jisc.ac.uk/datasethttps://www.researchfish.com/

http://gtr.rcuk.ac.uk/

http://researchdata.gla.ac.uk/

Optionsforcloseddata

• Institutionaldataarchive/vault• Safehavens– (e.g.securepatientdata)• 3rd partydataarchiving• Cloudstorage• Institutionalservers– the‘donothing’option

Approach:asopenaspossible,

asclosedasnecessary

Image: ‘Balancing rocks’ by Viewminder CC-BY-SA-ND www.flickr.com/photos/light_seeker/7780857224

Refertofreeguidesandbriefingpapers

www.dcc.ac.uk/resources/

GuidelinesfromtheCommission

• FactsheetonOpenAccess– https://ec.europa.eu/programmes/horizon2020/sites/horizon2020/files/FactSheet_Ope

n_Access.pdf

• GuidelinesonOpenAccesstoScientificPublicationsandResearchDatainHorizon2020– http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/hi/oa_

pilot/h2020-hi-oa-pilot-guide_en.pdf

• GuidelinesonDataManagementinHorizon2020– http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/hi/oa_

pilot/h2020-hi-oa-data-mgt_en.pdf

https://dmponline.dcc.ac.uk

Makeuseoffreetools

WhatisDMPonline?

• Aweb-basedtooltohelpresearcherswriteDataManagementandSharingPlans

• Includesrequirementsandguidancefromfunders,universitiesandothergroups

• DevelopedbytheDigitalCurationCentre

• Morevisibleresearchoutputsandincreasedimpact - evenfornegativeresults

• Easieroutputsreporting• Betterandmorereproducibleresearch!

GoodRDMhelpsyoucomplywithmandatesbutalsoleadsto…

Thanksforlistening!

joy.davidson@glasgow.ac.ukwww.dcc.ac.uk

Followusontwitter:@jd162a

@digitalcurationand#ukdcc