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DMPToolExpert Resources and Support for Data Management Planning

Tao ZhangMichael Witt

Purdue University Libraries

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A document that describes what you will do with your data during your project and after you complete your research.

What is a DMP?

From Flickr by robnguyen01 (CC BY-NC-SA-2.0)

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• Saves time• Increases research

efficiency– Ensures you & others

will be able to understand & use data in future

– Prevents duplication of effort

• Satisfies funding agency requirements

Why prepare a DMP?

From Flickr by natalinha (CC BY-NC-SA 2.0)

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Plans for data management and sharing of the products of research. Proposals must include a supplementary document of no more than two pages labeled “Data Management Plan”. This supplement should describe how the proposal will conform to NSF policy on the dissemination and sharing of research results (in AAG), and may include:

1. the types of data, samples, physical collections, software, curriculum materials, and other materials to be produced in the course of the project

2.  the standards to be used for data and metadata format and content (where existing standards are absent or deemed inadequate, this should be documented along with any proposed solutions or remedies)

3.  policies for access and sharing including provisions for appropriate protection of privacy, confidentiality, security, intellectual property, or other rights or requirements

4.  policies and provisions for re-use, re-distribution, and the production of derivatives

5.  plans for archiving data, samples, and other research products, and for preservation of access to them

NSF DMP Requirements

From Grant Proposal Guidelines:

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NSF’s (unofficial) Vision

DMPs and their evaluation will grow & change over time (similar to broader impacts)

Peer review will determine next steps

Community-driven guidelines – Different disciplines have different definitions of

acceptable data sharing– Flexibility at the directorate and division levels– Tailor implementation of DMP requirement

Evaluation will vary with directorate, division, & program officer

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Research & Data Management Planning are Inter-related, Iterative Processes

Plan

Collect

Assure

Describe

Preserve

Discover

Integrate

Analyze

Proposal writing

Research

Publication

Ideas Research Cycle

Data Life Cycle

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How do you develop a plan?

From Flickr by darkuncle (CC BY-2.0)

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How: Understand the Context• Clarify the purpose of your research & the

data it will produce• Identify the impact and risks associated

with the data collection• Determine which sides of the triangle are

flexible

Project

Time Cost

Scope

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• Incorporate changes to keep your plan current

• Use the plan as a guide for daily activities

How: Revisit & Continuously Improve

Continuous Improvement

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How: Use DMPTool (dmptool.org)

Step-by-step wizard for generating DMP

Create | edit | re-use | share | save | generate

Open to community

Links to institutional resources

Directorate information & updates

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Granular modeling of plan templates

Granular modeling of institutions

Role-based user authorization

DMP life cycle management

Organizational planning activities

Enhanced search and browse

Institutional branding

Search and reporting for

business intelligence

Advanced administrative

interface

Collaborative plan creation Open API

DMPTool 2: Responding to the Community

Improvements in 2013

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DMPTool2: Responding to the Community

For administrators:• Better plan template granularity (discipline,

funder, question)• Better institution granularity (department,

college, lab group, …)• Role-based user authorization & access• Enhanced search and browse of plans• Access to metrics for reporting & follow-up

For plan creators:• DMP life cycle management• Collaborative plan creation• Role-based user authorization & access• Better plan templates & resources

Plus…• Institutional branding • Open API

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Questions?

• Visit dmptool.org• Latest DMPTool 2 design:

http://ux.cdlib.org/mstrong/dmptool2_wf_0816/

Tao ZhangDigital User Experience SpecialistPurdue University Librarieszhan1022@purdue.edu

Michael WittInterdisciplinary Research LibrarianPurdue University Librariesmwitt@purdue.edu