NSF-BIO Data Management Plan Updated

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The Directorate for Biological Sciences (BIO) has updated their information regarding Data Management Plan requirements for all BIO directorate proposals. The update includes clarifications for requirements, DMP content and reports for post-award management. See BIO’s Guidance on Data Management Plans (PDF) for more information.

The requirement guidelines point out that “any specific instructions and exceptions to the two page limit will be found in the specific Program Solicitations.” The requirements further clarify the responsibilities in collaborative proposals “lead PI is responsible for the DMP for the entire project…and responsible for reporting in the Annual and Final Reports on the data management, preservation and access for the whole project.”

The content section adds “software or computer code that is required for replication” to BIO’s definition of “data”. This section also emphasizes the “principle of timely access” to data and that “applicants should address how this will be met in their DMP statement.” To help proposal reviewers (during the merit review process), NSF-BIO has specified how the DMP should be organized. This organization is slightly different than the version of the NSF-BIO template in the DMPTool.

Because of the update to the NSF-BIO Data Management Plan, the DMPTool template for NSF-BIO has been revised. All NSF-BIO DMPs currently under development for proposals, should move their content to the new version of the NSF-BIO plan (V2).

If you have a NSF-BIO DMP in development, export, from your “MyPlans” page of the DMPTool, the content as a “Plain Text” file. Make sure “Plain Text” is selected and click the “Export” button located under your specific plan. Now create a new DMP using the new NSF-BIO plan.  Select the new version, “NSF-BIO: Biological Sciences (v2)”, from the “Create a new plan” pull-down menu. Now copy and paste the content from the exported DMP (v1) to the new plan (v2) using the following directions:

 

Copy all content from v1 question 1 to v2 question 1.
Copy all content from v1 question 3 to v2 question 1.
Copy all content from v1 question 2 to v2 question 2.
Copy the “dissemination” content from v1 question 4 to v2 question 3.
Copy the “Policies for Data Sharing & Public Access” content from v1 question 4 to v2 question 4.
Copy all content from v1 question 5 to v2 question 5.

 

 

 

Change Coming to NSF-BIO Data Management Template

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The Directorate for Biological Sciences (BIO) has updated their information regarding Data Management Plan requirements for all BIO directorate proposals.

The NSF-BIO template will be updated in the DMPTool late Thursday, May 2, 2013. All proposals created with the old template will still be available, but all new NSf-BIO DMPs will use the new template starting on Thursday. If you have already started a NSF-BIO DMP, check back here on Thursday, after the change for instructions on how to move over your content to the new template.

Existing Data Management Resources Overview

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Image Source: LACMA Digital Collection

Have you been wondering whether someone else is thinking about data management, especially as it relates to the DMPTool? The answer is YES. Dan Phipps from UCLA is compiling an overview of data management resources that might provide useful background information. The full list can be found at the DMPTool site, but we’ve put together sampling of resources below. Thirsty for more? Plan to attend a webinar on this topic as part of our DMPTool Webinar Series. Mark your calendar for Tuesday, June 4 at 10 am PT. Details and pre-registration information available here.

University Libguides

Libguides are institution-based reference guides designed to be authored by librarians. There are a number of data management libguides, but we chose to emphasize ones that have different subject specializations. The data management guides hosted by Cal Poly, UCLA, and Georgia Tech each emphasize different aspects of data management, and show how the DMPTool can best be integrated into that lifecycle.

Data Repositories

Data Repositories often provide great overviews on the importance of data management. Many of them also provide guides for their upload requirements that make for effective best practices guides throughout the research and data curation process. Databib is a comprehensive catalog of online research data repositories, and is a great way to get an overview of available receptacles. Repositories are often divided by subject, but the guides at The Dataverse Network, ICPSR, and The UK Data Archive provide an excellent general overview.

Presentations & Training Resources

Visual metaphor for the intended use of these educational materials. Image source: Wikimedia Commons

Over time we’re going to be separating this section into resources on data management in general and those specifically about how to get the most out of the DMPTool. These are being included not only for educational purposes, also to provide a template for librarians in a position to do education and outreach within their own institution. Some of these presentations, such as the DataONE Education Modules are provided under a very generous Creative Commons license, allowing them to be remixed and reused. The University of Edinburgh MANTRA Training course is a more thorough explanation of these resources, designed for researchers intending to use digital data.

More resources, with descriptions, are hosted at our Data Management Resources page, and will be subject of a forthcoming webinar. If you feel like there’s another resource type that would be useful to information professionals, feel free to email us at uc3@ucop.edu.

 

DMPTool2 Project – April 2013 Report

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Overview
While the coding has not yet begun, we have made significant progress over the past month in continuing to get pieces in place to strengthen the overall project and community effort. We continue to make frequent announcements on the blog and social media presences to share the status on various project fronts, so please consult those sources for more detail on issues outlined below.

Technical Team
Much of the past month’s technical effort has been spent on review and revision of specifications and hiring of staff. A revised specification document is now complete, along with basic use cases, and each will proceed in the next week forward into development of initial wireframes. In the area of staffing, one of two application developers began on 4/1 at CDL, and interviews continue to fill a second position. In addition, we now have a UI designer on-board at Purdue who will be working on the wireframe and UI aspects during this process. We are presently determining the best process for community review and feedback on technical specifications.

Communications/Outreach Team
The Sloan outreach coordinator position has been posted at UIUC and candidate review will begin 5/2. Both Researcher and Administrative User Advisory Boards are now fully composed, posted on the public website, and initial phone meetings are scheduled for May. Initial meetings will consist of a high-level project introduction and review of technical specifications and plans. The governance structure is now being implemented, and most of the originating institutions have signed the agreement already. We are just beginning the process of enrolling institutions currently setup with authentication to shift them to “Partner” status. We hope to get most of them onboard within a month.

Metrics
Nothing new to report. We have not yet fully settled on metrics for use in evaluating 1) project success or 2) impact of the new DMPTool. We have an extensive list produced at the kick-off meeting, but are still sorting and determining best choices. We plan to gather feedback from the advisory boards on this topic.

Overall Project
While we expect most of the work to be completed within 2013, final activities may carry into early 2014 given the delays experienced in receiving and processing awards at the main institutions, and the posting and hiring of several key positions.  We remain generally on track to finish within 12 months, considering the startup delay from receiving and processing awards at the main institutions. We are now beginning to move more smoothly.

-Andrew Sallans, University of Virginia Library, DMPTool2 Project Manager

Advisory boards established

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In support of the current grant project efforts, we are pleased to announce the establishment of two advisory boards.  One board will focus on the interests and needs of researchers using the DMPTool, and the other will focus on administrative users (ie. librarians, IT personnel, sponsored research officers, funders, etc.).  Our hope is that these two groups will provide necessary concrete and direct advice on how the DMPTool project team can better direct efforts to meet the needs of our various constituencies.  We plan to seek feedback on application functionality, DMPTool content, community engagement, and overall value for their constituents.  Boards will meet virtually on roughly a quarterly basis, scheduled around key milestones where feedback is most needed.

Researcher Advisory Board:

The board is intended to represent the interest of all researchers, scholars, and scientists who use the DMPTool for preparation of data management plans and discovery/access of support resources.

  • Laurie Burgess, Associate Chair, Department of Anthropology, Smithsonian National Museum of Natural History
  • Bruce Campbell, Geophysicist, Center for Earth and Planetary Studies, Smithsonian National Air & Space Museum
  • John W.Cobb, Research and Development Staff Member, Oak Ridge National Laboratory
  • Michael Denslow, Assistant Director for Scientific Research Collections, National Ecological Observatory Network (NEON)
  • Heather Henkel, Information Technology Specialist, United States Geological Survey
  • Puneet Kishor, Project Coordinator for Science and Data, Creative Commons
  • Sharon Leon, Director of Public Projects and Research Associate Professor, Center for History and New Media, George Mason University
  • Keith Micoli, Director of the Postdoctoral Program and Coordinator of Ethics Program, Sackler Institute, New York University School of Medicine
  • Jim Regetz, Scientific Programmer/Analyst, National Center for Ecological Analysis and Synthesis (NCEAS)
  • Angela Rizk-Jackson, Biomedical Informatics Project Manager, Clinical & Translational Science Institute (CTSI), University of California, San Francisco
  • Mary Vardigan, Assistant Director and Director, Collection Delivery, Interuniversity Consortium for Political and Social Research (ICPSR)

Administrative User Advisory Board:

The board is intended to represent the perspective of the administrative and institutional support user group (ie. librarians, IT managers, sponsored research officers, etc.) using the DMPTool to enhance the quality of data management plans from institutional researchers, gain insights into practices and behaviors, and to promote education and best practices in data management planning.

  • Lisa Federer, Health and Life Sciences Librarian, UCLA Louise M. Darling Biomedical Library
  • Mike Frame, Chief of Scientific Data Integration and Visualization, U.S. Geological Survey
  • Patricia Hswe, Digital Content Strategist and Head, ScholarSphere User Services, University Libraries, The Pennsylvania State University
  • Andrew Maffei, Senior Information Systems Specialist, Woods Hole Oceanographic Institution
  • Paolo Mangiafico, Coordinator of Scholarly Communications Technology, Office of Copyright and Scholarly Communication, Perkins Library, Duke University
  • Holly Mercer, Associate Dean of Libraries for Scholarly Communication & Research Services, Director, Newfound Press, University of Tennessee
  • Susan Parham, Head, Scholarly Communication & Digital Curation, Georgia Institute of Technology Library
  • Rebecca Snyder, Digital Media Specialist, Smithsonian National Museum of Natural History
  • Thea Vicari, Director, Sponsored Projects Services, Office of Research, University of California, Merced
  • Alan Wolf, Assistant CIO for Advanced Computing Infrastructure, Office of the CIO and Vice Provost for Information Technology, University of Wisconsin-Madison

Thank you to these individuals for their contributions.

Library Outreach Update

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Photo from Flickr by Glyn Lowe

Since our Kickoff Meeting at Berkeley, we’ve hit the ground running to begin working on building a foundation for our IMLS funded library outreach project. Internally we’ve been fine tuning the original IMLS meeting report,  converting it into a calendar of tasks and laying to groundwork for the success of our later objectives. We’ve already begun planning and researching for a series of educational webinars and putting together a wiki to house online resources on data management planning. These resources will stand alone as useful tools, but are also vital first steps toward accomplishing some of our larger goals.

Over the next few weeks our priority is going to be developing educational materials – continuing to assemble research for the coming webinars, putting together outreach materials and talking points, and adding to our list of useful outside resources. Many of these projects will be ongoing, with some major updates coming further down the pipeline to better assist librarians undertaking data management responsibilities.

We’re also going to be gunning for feedback as these projects develop and are finalized. If you’re interested in being involved, please leave a comment or send me an email.

The Guide to Guides: New Wiki Page on Data Management Resources

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July 2014 Update: these materials are now available on the DMPTool Website.

Matt.Nicklas

One of many possible repositories for your data. Photo from Flickr by Matt.Nicklas

Planning for data management and curation is a major undertaking, and at the outset it can seem imposing. The data management plan is a useful way to break data management into component parts. Over the next few weeks, we will be working on a central repository for useful guides, presentations, and webinars on how to structure your data management plan. Some of these will help walk through the data management plan itself, while others will provide context for why certain sections are required, and how to make the different elements fit together.

The first round of available resources can be found on our bitbucket wiki. We’ll be expanding the scope of this list over the weeks to come, and providing a more granular organization of how these resources can fit into the development of a better, actionable, and funder-friendly data management plan. Some of the highlights include educational materials from the University of Edinburgh, the Cal Poly Libguide to Data Management Plans, and a guidance and resources video specifically for using the effective use of the DMPTool. For those of you looking for more academic papers on the topic, this University of Florida Zotero Group has over 100 items relating to data management and preservation. If you are the author of a data management guide, or know of one that we’ve missed, please let me know at daniel.phipps@ucop.edu.

Announcing the DMPTool Webinar Series

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All breeds welcome to the DMPTool Webinar Series! From Flickr by baldr90

As part of our grant from the Institute of Museum and Library Services, we are creating resources for librarians interested in promoting the DMPTool at their institutions. Based on input from a group of librarians back in February, we determined that a webinar series would be useful for introducing the tool, communicating how to use it effectively, and describing how it can be customized for institutional needs.

We are excited to announce our first webinar of the DMPTool Webinar Series on 28 May! We plan to present a webinar every two weeks on Tuesdays, with current plans for 12 webinars. The series will go into November 2013.

A few things to note:

  • All webinars will be recorded and made available for viewing.
  • The webinar schedule might change a bit depending on presenters’ availability.
  • We are always interested in new webinar ideas; please send them to uc3@ucop.edu, or comment on this blog post.
  • We plan to collect these webinars and make them available as a set. We then hope to create a short course in Data Management with the DMPTool that will offer certification for librarians as “DMPTool Experts” (we are still working on the title!).

Our current list of topics:

  1. Introduction to the DMPTool (scheduled for 28 May – pre-register now!)
  2. Learning about Data Management: resources, tools, materials you can use
  3. Customizing the DMPTool
  4. Environmental Scan: who’s important at your campus & how to talk to them
  5. Promoting services with the DMPTool; EZID as example (co-promote with EZID)
  6. Data curation profiles webinar (Guest presenter from Purdue)
  7. How to give the data management sales pitch to various audiences
  8. Digital humanities and the DMPTool 
  9. Other tools and resources that work with/complement the DMPTool
  10. Beyond funder requirements: more extensive DMPs (institutional versus funder requirements)
  11. Case studies 1 – how librarians have successfully used the tool (big university library with lots of resources)
  12. Case studies 2 – how librarians have successfully used the tool (small university library few resources)
  13. DMPTool Outreach Kit introduction 
  14. Certification program introduction