DATA LIFECYCLE & DATA
MANAGEMENT PLANNING
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RESEARCH DATA MANAGEMENT TEAM
UK DATA ARCHIVE
UNIVERSITY OF ESSEX
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LOOKING AFTER YOUR RESEARCH DATA: AN ESRC ADVANCED TRAINING NETWORK COURSE
UK DATA ARCHIVE, COLCHESTER, 26-27 APRIL 2012
OVERVIEW
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A DATA MANAGEMENT AND SHARING PLAN HELPS
RESEARCHERS CONSIDER, WHEN RESEARCH IS BEING
DESIGNED AND PLANNED, HOW DATA WILL BE MANAGED
DURING THE RESEARCH PROCESS AND SHARED
AFTERWARDS WITH THE WIDER RESEARCH COMMUNITY
AREAS OF COVERAGE
• Data management planning tasks and the research lifecycle
• Data management checklist
• Roles and responsibilities for data management
• Costing data management
• Strategies and resources for research centres and hubs
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UK DATA ARCHIVE
THE LIFE OF DATA
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A dataset has a longer lifespan than the research project that
creates it
Data can be used and re-used for future research, if:
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shared
managed well
properly preserved
made available
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UK DATA ARCHIVE
GOOD MANAGEMENT OF DATA
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• good research
• high quality data
• data can be understood and used now and in future
• data can be shared and reused
• needs to be planned
• needs to be specific for purpose
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UK DATA ARCHIVE
PLAN YOUR DATA MANAGEMENT
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• plan data management early
• assign roles and responsibilities
• design data management according to needs and purpose of
research
• implement and review data management throughout research
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UK DATA ARCHIVE
DATA POLICY CONTEXT
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• Increasingly research funders require planning for data
management and data sharing
• Examples:
• National Science Foundation
• various UK research councils
• BBSRC
• ESRC
• MRC
• NERC
• Wellcome Trust
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UK DATA ARCHIVE
DATA LIFECYCLE
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UK DATA ARCHIVE
DATA LIFECYCLE
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UK DATA ARCHIVE
DATA LIFECYCLE
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UK DATA ARCHIVE
DATA LIFECYCLE
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UK DATA ARCHIVE
DATA LIFECYCLE
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UK DATA ARCHIVE
DATA LIFECYCLE
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UK DATA ARCHIVE
KEY DATA MANAGEMENT INTERVENTION POINTS
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Data formats,
data migration
Sign off consent
form
Agree data &
metadata templates
Licensing, terms
and conditions for
sharing, formal
documentation
Shared data
sharing protocols
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Green and Gutmann, 2007
UK DATA ARCHIVE
EXAMPLE: HEALTH AND SOCIAL CONSEQUENCES OF THE FOOT AND
MOUTH DISEASE EPIDEMIC IN NORTH CUMBRIA, 2001-2003 (SN5407)
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Data re-used in study:
‘Assessment of
Knowledge Sources
in Animal Disease
Control’
Transcripts
and user guide
available from
UK Data Archive
Research design
Consent for participation
& primary data use
Participants keep diaries
Interviews recorded
Interviews transcribed
Diaries transcribed
(MS Word)
Data archiving
discussed with
participants.
Consent to archive
transcripts
and recordings
obtained
Transcripts and
recordings archived
at UK Data Archive
(RTF, MP3)
Catalogue record
created
User guide
created
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UK DATA ARCHIVE
EXAMPLE: WESSEX ARCHAEOLOGY METRIC PROJECT
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Data and info available
for download from ADS
Metric animal bone
data from archaeological
sites in England
Measurements &
analyses of bone
fragments
Database preserved
as Oracle database and
as CSV data by ADS,
with additional context
information
Data entered in
MS Excel &
MS Access database
Data deposited with
Archaeology Data
Service (ADS)
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UK DATA ARCHIVE
OUR DATA MANAGEMENT CHECKLIST
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• points directly to relevant topics that may need to be considered
when planning appropriate data management for research
• select what is relevant for your research
www.data-archive.ac.uk/create-manage/planning-forsharing/data-management-checklist
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UK DATA ARCHIVE
ROLES & RESPONSIBILITIES
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• assign, not presume roles or responsibilities for data
management
Who?
• PI
• research staff / students - collecting, creating, processing,
analysing data
• external contractors - data collection, collation, processing; e.g.
transcribers
• support staff - managing, administering research
• institutional IT services - data storage, security, back-up
services
• external data centres / archives - data sharing
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UK DATA ARCHIVE
COSTING
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• cost data management and sharing into research
• early planning can reduce costs
• see our data management costing tool:
www.data-archive.ac.uk/media/247429/costingtool.pdf
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UK DATA ARCHIVE
PLANNING FOR RESEARCH ORGANISATIONS
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Organisations can provide framework of guidelines, tools and
best practices to facilitate data management planning
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data management resource library
data inventory for all projects
assign data management responsibilities
standardised forms, e.g. consent, ethical review
transcription standards, incl. confidentiality agreement for
transcribers
file sharing and storage procedures
security policy for storage, transmission of data
data retention/destruction policy
data copyright/ownership statement
standard data format recommendations
version control and file naming guidelines
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UK DATA ARCHIVE
OUR DATA MANAGEMENT TOOLS
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• Data Management Resources Library
www.data-archive.ac.uk/create-manage/strategies-forcentres/resources-library
• Data Management Costing Tool
• simple activity-based tool to cost data management for
social science research
www.data-archive.ac.uk/create-manage/planning-forsharing/costing
• Data Inventory
www.data-archive.ac.uk/create-manage/strategies-forcentres/data-inventory
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UK DATA ARCHIVE
OUR DATA MANAGEMENT SERVICES
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UK Data Archive Research Data Management Support Services
datasharing@data-archive.ac.uk
Economic and Social Data Services
www.esds.ac.uk/aandp/create
RELU-Data Support Service
relu.data-archive.ac.uk
ESRC Research Development Initiative Training Programme
www.data-archive.ac.uk/create-manage/projects/rdi-dm
JISC Data Management Planning project
www.data-archive.ac.uk/create-manage/projects/jisc-dmp
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UK DATA ARCHIVE
CONTACT
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UK DATA ARCHIVE
UNIVERSITY OF ESSEX
WIVENHOE PARK
COLCHESTER
ESSEX CO4 3SQ
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T: +44 (0)1206 872140
E: datasharing@data-archive.ac.uk
W: www.data-archive.ac.uk
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UK DATA ARCHIVE