DMPTool
Expert Resources and Support for Data
Management Planning
Tao Zhang
Michael Witt
Purdue University Libraries
1
What is a DMP?
A document that describes
what you will do with your data
during your project and after
you complete your research.
From Flickr by robnguyen01 (CC BY-NC-SA-2.0)
2
Why prepare a DMP?
• 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
From Flickr by natalinha (CC BY-NC-SA 2.0)
3
NSF DMP Requirements
From Grant Proposal Guidelines:
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
4
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
5
Research & Data Management Planning are
Inter-related, Iterative Processes
Plan
Proposal
writing
Ideas
Research
Cycle
Collect
Analyze
Research
Integrate
Data Life
Cycle
Discover
Publication
Assure
Describe
Preserve
6
How do you develop a plan?
From Flickr by darkuncle (CC BY-2.0)
7
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
Scope
8
How: Revisit & Continuously
Improve
• Incorporate changes to keep your plan
current
• Use the plan as a guide for daily activities
Continuous Improvement
9
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
10
11
12
13
14
15
16
17
18
19
20
21
Improvements in 2013
Granular modeling
of plan templates
Organizational
planning activities
Granular modeling
of institutions
Enhanced search
and browse
Advanced
administrative
interface
Role-based user
authorization
DMP life cycle
management
Institutional
branding
Search and
reporting for
business
intelligence
Collaborative plan
creation
Open API
DMPTool 2: Responding to the
Community
22
DMPTool2: Responding
to the Community
For administrators:
Plus…
• Better plan template granularity (discipline, • Institutional branding
funder, question)
• Open API
• 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
23
Questions?
• Visit dmptool.org
• Latest DMPTool 2 design:
http://ux.cdlib.org/mstrong/dmptool2_wf_0816/
Tao Zhang
Digital User Experience Specialist
Purdue University Libraries
zhan1022@purdue.edu
Michael Witt
Interdisciplinary Research Librarian
Purdue University Libraries
mwitt@purdue.edu
24