1. Data Management Planning Tool: connecting researchers to resources University of California Curation Center Team California Digital Library July 14, 2011 UC3 Summer Webinar Series

2. Data Management Plan (DMP) Tool Roadmap Overview of the project. Demonstration of the DMP Tool 5 ways to use the DMP Tool to reach researchers at your campus Customizing the tool for campus use Timeline for deployment Questions/Discussion

3. Overview of project Goals 1.streamline the process to produce a credible and high-quality plan for managing data 2.connect researchers with resources Leveraging the work of the Digital Management Plan Online from the DCC Tool will have multiple phases Eight institutions coming together

4. The what and why of a DMP Components of a DMP 1.Content Characteristics: the types of data, samples, physical collections, software… 2.Standards: the standards to be used for data and metadata format and content 3.Access: policies for access and sharing, provisions for appropriate protection of privacy, confidentiality, security, intellectual property… 4.Sharing: policies and provisions for re-use, re-distribution 5.Archiving: plans for archiving data, samples, and other research products, and for preservation of access to them. The value of a DMP National funding agencies have data sharing polices Scientific journals (Nature, Science, and PLoS) have sharing requirements. Distributing research results may increase citations (Piwowar et al., 2007) A shared, common data set may help researchers collaborate and accelerate discoveries (NY Times, 2010). Sharing research products is increasingly important (Nature, 2009; Science, 2011). For the researcher: helps organize data cultivate quality and efficiency help with preserving and sharing data Thanks to Jeffrey Loo, Chemical Informatics Librarian, UCB

5. UC Stakeholders Campus Libraries Contract and Grants Vice Chancellors for Research Campus Data Centers Faculty and Researchers University of California Research http://www.universityofcalifornia.edu/research/

6. DMP Tool Out-of-the-Box For all users – Step-by-step wizard for generating data management plans – General guidance for each section: help text and resources relevant to all – Save a plan as PDF, MS Word, plain text or generate a link to a PDF version of the finished plan For UC users – Links to resources supporting data management available to all UC researchers

7. Demo

8. 5 ways you can use the DMP Tool to reach researchers at your campus Important: Under Construction! The examples used here are strictly examples! Drafts intended to illustrate potential Any text or resources pertaining to your campus will be determined by you

9. 1: Link the researcher to relevant resources and services at your campus as she completes her plan

10. 2: Provide context-specific, campus-specific help text as the researcher completes her plan x x

11. 3: Provide suggested answer text

12. 4: Provide local contact information for data management and related support

13. 5: Provide local news posts about events, training, new resources

14. Two Components 1.The DMP Tool is focused strictly on the task of generating a data management plan 2.The DMP Tool News blog provides a broader, more flexible range of communication – News about funders – News about forthcoming features in the tool itself – Promote workshops, events – Forthcoming DMP Tool features – Update items at any time

15. Designed to Meet a Range of Needs A hook to resources – The publicly accessible page listing all known funders Link to funder requirements Link to sample plans Link to template form – A publicly accessible page about your campus DMP support Contact information (if appropriate) Any resources you want to highlight Info about added benefit of using DMP Tool

16. More about Resource Links Links to services, guides, organizations at your campus relevant to: – A specific DMP question Will only show on screen for that question – A grant Will show for every question in that grant – A funder Will show for every question in every grant from that funder – Your entire institution Will show on every question screen

17. Example: Resource to Show on Every Page for an Institution

18. Example: Resource to show on every screen for a funder

19. How to Customize the DMP Tool for Your Campus We will send forms to: Provide campus email contact: individual or distribution list to respond to questions from researchers Tell us who will be writing news posts for your campus. – You will receive a WordPress login – You can add or update news at any time Provide MS Word template for resource links, help text, suggested answer – (DMP Editor access coming with version 2) UC Berkeley Mary Ann Mahoney Jeffrey Loo UC Davis Phoebe Ayers Raquel Abad Ruth Gustafson Deanna Johnson UC Irvine Mitchell Brown UC Los Angeles Stephen Davison Claudia Horning UC Merced Emily Linn, Librarian UC Riverside Diane Bisom Barbara Schader UC San Diego Ardys Kozbial UC San Francisco Kathleen Cameron UC Santa Barbara Lucia Snowhill UC Santa Cruz Elizabeth Cowell

21. DMP Tool Timeline Usability testing at various institutions in late July Beta release at 2011 Annual Meeting of Ecological Society of America (8/7 – 8/12) Full release of phase 1 in September Phase 1 assessment and Phase 2 planning

22. Questions?

23. For more information UC DMP Tool Team Darrow Cole, UCLA Patricia Cruse, CDL Tracy Seneca, CDL Marisa Strong, CDL Gary Thompson, UCLA Brad Westbrook, UCSD Perry Willett, CDL More information Main project page on CDL website http://www.cdlib.org/uc3/datamanagement/dmpo.html Bitbucket code repository / Wiki (https://bitbucket.org/dmptool/main/wiki/Home) UC Curation Center http://www.cdlib.org/uc3 http://www.cdlib.org/uc3/contact.html uc3@ucop.edu UC3 webinar series http://www.cdlib.org/uc3/uc3webinars.html

24. Upcoming webinars Date/timeTopic Thursday, July 28, 2pm – 3pm Merritt: depositing content and providing access UC3 Team Thursday, August 11 2:00 pm EZID: create and manage unique, persistent identifiers and make research visible Joan Starr, UC3, CDL Thursday, August 25 2:00 pm DCXL (Data Curation for Excel) Carly Strasser, UC3, CDL Thursday, Sept. 22 2:00 pm DMP Tool Rollout DMP Team http://www.cdlib.org/uc3/uc3webinars.html Please take the webinar survey http://www.surveymonkey.com/s/VQDR6FF http://www.surveymonkey.com/s/VQDR6FF Please take the webinar survey http://www.surveymonkey.com/s/VQDR6FF http://www.surveymonkey.com/s/VQDR6FF