1. 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, APRIL 2012

2. OVERVIEW
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

3. THE LIFE OF DATA
A dataset has a longer lifespan than the research project that creates it
Data can be used and re-used for future research, if:
shared
managed well
properly preserved
made available

4. GOOD MANAGEMENT OF DATA
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

5. PLAN YOUR DATA MANAGEMENT
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

6. DATA POLICY CONTEXT
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

7. DATA LIFECYCLE

8. DATA LIFECYCLE

9. DATA LIFECYCLE

10. DATA LIFECYCLE

11. DATA LIFECYCLE

12. DATA LIFECYCLE

13. KEY DATA MANAGEMENT INTERVENTION POINTS
Data formats, data migration
Sign off consent form
Agree data & metadata templates
Shared data sharing protocols
Licensing, terms and conditions for sharing, formal documentation
Green and Gutmann, 2007

14. EXAMPLE: HEALTH AND SOCIAL CONSEQUENCES OF THE FOOT AND MOUTH DISEASE EPIDEMIC IN NORTH CUMBRIA, (SN5407)
Research design
Consent for participation
& primary data use
Participants keep diaries
Interviews recorded
Data re-used in study:
‘Assessment of
Knowledge Sources
in Animal Disease
Control’
Interviews transcribed
Diaries transcribed
(MS Word)
Transcripts
and user guide
available from
UK Data Archive
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

15. EXAMPLE: WESSEX ARCHAEOLOGY METRIC PROJECT
Metric animal bone
data from archaeological
sites in England
Measurements &
analyses of bone
fragments
Data and info available
for download from ADS
Data entered in
MS Excel &
MS Access database
Data deposited with
Archaeology Data
Service (ADS)
Database preserved
as Oracle database and
as CSV data by ADS,
with additional context
information

16. OUR DATA MANAGEMENT CHECKLIST
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

17. ROLES & RESPONSIBILITIES
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

18. COSTING
cost data management and sharing into research
early planning can reduce costs
see our data management costing tool:

19. PLANNING FOR RESEARCH ORGANISATIONS
Organisations can provide framework of guidelines, tools and best practices to facilitate data management planning
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

20. OUR DATA MANAGEMENT TOOLS
Data Management Resources Library
Data Management Costing Tool
simple activity-based tool to cost data management for social science research
Data Inventory

21. OUR DATA MANAGEMENT SERVICES
UK Data Archive Research Data Management Support Services
Economic and Social Data Services
RELU-Data Support Service
relu.data-archive.ac.uk
ESRC Research Development Initiative Training Programme
JISC Data Management Planning project

22. CONTACT UK DATA ARCHIVE UNIVERSITY OF ESSEX WIVENHOE PARK COLCHESTER
ESSEX CO4 3SQ
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T: +44 (0) E: W:
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