1. Data Management Plans Tool, a community tool Todd Grappone Associate University Librarian, UCLA Trisha Cruse Director, UC Curation Center, CDL

3. Roadmap History and driving forces behind the effort Discussion of the DMP and its impact Partner institutions and perspective Effort to date Timeline for moving the project foreword Discussion

4. Overview of project Goal: streamline the process to produce a credible and high-quality plan for managing data Eight institutions coming together Developing a flexible online tool, DMP Tool, to help researchers generate data management plans Leveraging the work of the Digital Management Plan Online from the DCC Tool will have multiple phases

5. Driving forces behind the effort 1.Funding 2.The alternative, a go it alone strategy, will only lead to dangerous isolation… yielding idiosyncratic, expensive, and ultimately unsustainable infrastructures. 3.Leverage expertise 4.Allow researchers to focus on research (and benefit from managing data) (New Roles for New Times, ARL, 2011)

6. 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

7. Levels of Collaboration – local Library Sponsored Projects Office of Research Faculty / Researcher Campus Data Centers

8. Levels of Collaboration – beyond your own backyard Institutions Federal Funding Agencies International NGOs Societies Research programs

9. A look at the DMP Tool Will produce an editable document for submission to a funding agency Phase 1 will provide foundation for future releases Accommodate versions as funding requirements change Open source -- bitbucket Allows partner institutions to customize An emphasis on delivering guidance and help Four types of users / administrators: 1.Researcher 2.Editor 3.Funder 4.Institution

10. 6. 7. 5. 1. 2. 3. 4.

11. Select home institution -- routes users through their organizations authentication gateway -- pick up branding 2. 1. H OSTED BY THE UC L IBRARIES T HE R EGENTS OF T HE U NIVERSITY OF C ALIFORNIA University of California Libraries

12. Login screen will look slightly different for organizations routing users through their own authentication system. H OSTED BY THE UC L IBRARIES T HE R EGENTS OF T HE U NIVERSITY OF C ALIFORNIA University of California Libraries

13. Home screen: once the user has logged in presented with a view of their work and options 1. 2. 3. University of California Libraries

14. 1. 2. 3. University of California Libraries

16. 1.2. University of California Libraries

17. What a researcher can do User Type 1: DMP Tool Use Case – DataONE Researcher 1.Establish an account 2.View sample plans 3.Preview funder requirements 4.Create, save, edit, publish plan 5.View, use, past plans 6.Use help (generic and institution specific) 7.View news and latest changes

18. Editors Roles and responsibilities User 2: An Editor contributing to the DMP Tool Primary role is to create and maintain funder templates Create new funder Create new plan (version) Create question text Create help screen text (as applies to questions) Revise and edit From a partner institution Entrusted University of California Libraries

19. User 3: an institution An institutions use of the DMP Tool A range of partners coming together in new ways, pooling expertise Libraries Administrative offices Data centers Faculty / researchers Create and maintain relevant information Resource links Institution specific information and tools Local help Generate reports Use the DMP Tool L IBRARY S PONSORED P ROJECTS O FFICE O FFICE OF R ESEARCH P ROF. J IM C AREY, UC D AVIS UCLA S N EWEST D ATA C ENTER T ECHNOLOGY T RANSFER / IP

20. User 4: a funder A funder contributing to the DMP Tool Add news specific to funding agency – Changes to existing requirements – New requirements Add resources about a specific funding program Initial funding agencies NSF General NSF Directorates National Institutes of Health Institute of Museum and Library Services As partners request

21. The DMP Tool Team Amber E Budden, PhD (aebudden@dataone.unm.edu) Director for Community Engagement and Outreach, DataONE, University of New Mexicoaebudden@dataone.unm.edu Andrew Sallans (als9q@virginia.edu) Head, Strategic Data Initiatives / Scientific Data Consulting Group Charles L. Brown Science and Engineering Library, UVAals9q@virginia.edu Trisha Cruse (Patricia.cruse@ucop.edu) Director, UC Curation Center, California Digital LibraryPatricia.cruse@ucop.edu Martin Donnelly Digital Curator Researcher, Digital Curation Centre Michael A. Grady (m-grady@illinois.edu) Executive Program Officer for CI, Office of the CIO, UIUCm-grady@illinois.edu Todd Grappone (grappone@library.ucla.edu) Associate University Librarian for Digital Initiatives and Information Technology, UCLAgrappone@library.ucla.edu) Sherry Lake (shlake@virginia.edu) Scientific Data Consultant Charles L. Brown Science and Engineering Library, UVA Tracy Seneca (tracy.seneca@ucop.edu) Web Archiving Service Manager UC Curation Center, California Digital Libraryshlake@virginia.edutracy.seneca@ucop.edu Sarah L. Shreeves (sshreeve@illinois.edu)sshreeve@illinois.edu IDEALS Coordinator, Scholarly Commons Coordinator University of Illinois at Urbana-Champaign Marisa Strong (marisa.strong@ucop.edu) Applications Developer UC Curation Center, California Digital Librarymarisa.strong@ucop.edu Günter Waibel (WaibelG@si.edu) Director, Digitization Program Office Smithsonian InstitutionWaibelG@si.edu Brad Westbrook (bdwestbrook@ucsd.edu) Head, Metadata Analysis and Specification Unit Geisel Library, UCSD Librariesbdwestbrook@ucsd.edu Perry Willett (perry.willett@ucop.edu) Digital Preservation Services Manager UC Curation Center, California Digital Libraryperry.willett@ucop.edu University of California Libraries

22. Discussion / challenges These are early days Building a tool that will satisfy the local and general Bringing all the stakeholders together Funder participation When will the tool be available? How to participate? D ATASETS P UBLICATIONS D EPLOYMENT P LANS