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JISC KAPTUR project
             Data Management Planning

                    16th January 2013




16th January 2013    Data Management Planning   1
Learning Objective                 Session Outline
                                     10 minutes each section:

 •    Create a Data                  0. Introduction
      Management Plan                1. Summary

                                     2. Technical Methodology

                                     3. Support

                                     4. Preservation

                                     5. DMPOnline

 16th January 2013      Data Management Planning                2
0. Introduction



                       (10 minutes)




16th January 2013    Data Management Planning   3
Terminology
• Why VADS and research
  data?
• Data Management Plan
• DMP
• Technical Appendix
  (AHRC)
• Technical Summary and
  Technical Plan (AHRC)
• Visual Arts research data
• Visual Arts research outputs
16th January 2013    Data Management Planning   4
Why is it essential to manage research data effectively?




  16th January 2013    Data Management Planning            5
Why is it essential to manage research data effectively?

    crucial to research and
     innovation
    a fundamental part of
     maintaining our continued
     success in research
    aid the dissemination of art
     and design research,
     benefitting all
    because it is required by the
     UK Research Councils (£3
     billion of funding)

  16th January 2013       Data Management Planning         6
What do the AHRC expect?
 • AHRC support for Practice-led research through our Research
     Grants – practice-led and applied route (RGPLA)
     “We expect all of our research projects to have some form of
     documentation of the research process, which usually takes the
     form of textual analysis or explanation to support the research’s
     position and to demonstrate critical reflection.”

 • Professor: ‘some form of’ documentation compared to going on a
     walking holiday and suggesting you bring ‘some form of’ shoes.


 16th January 2013          Data Management Planning                     7
What do the EPSRC expect?
 • Engineering and Physical Sciences Research Council
     “EPSRC expects all those it funds to have developed a clear
     roadmap to align their policies and processes with EPSRC’s
     expectations by 1st May 2012, and to be fully compliant with
     these expectations by 1st May 2015.”

 • EPSRC expectations

     Institutions to make metadata describing the research data
     (digital and non-digital) available within 12 months of the data
     being generated - with the aim of enabling access to the data
 16th January 2013         Data Management Planning                     8
AHRC Technical
                                  Summary

                                  Required for all AHRC
                                   applications
                                  One section of the Case
                                   for Support
                                  For digital and non-digital
                                   outputs



16th January 2013   Data Management Planning                 9
What should go in the Technical Summary?

   Yes digital outputs or                        No digital outputs or
      technologies                                   technologies

  - “provide a brief description of              - state that your project will not
      the project’s proposed digital                 use digital outputs or digital
      outputs and/or digital                         technologies*
      technologies”

  - “complete a Technical Plan”                  -   Technical Plan not required
* “web-pages containing information about the project”, use of “conventional software such as
word processing packages and ICT activities such as email” are not required to be stated in
the Technical Summary and do not require a Technical Plan                                 10
AHRC Technical Plan → Data Management Plan (Learning Objective)
  • Separate attachment in Je-S* up to 4 sides of A4 in Arial font no
      smaller than size 11

  • Section 1: Summary of Digital Outputs and Digital Technologies

  • Section 2: Technical Methodology

  • Section 3: Technical Support and Relevant Experience

  • Section 4: Preservation, Sustainability and Use


      * Previously the AHRC Technical Appendix could be entered straight into
      Je-S and character limits were specified for each section.

  16th January 2013            Data Management Planning                         11
1: Summary
                                      – What? and How?
                                      – relationship to research


                                 2: Technical Methodology
                                      – 2a: Standards and Formats
                                      – 2b: Hardware and Software
                                      – 2c: Data Acquisition,
                                        Processing, Analysis and
                                        Use → workflow and
                                        project management



16th January 2013   Data Management Planning                       12
3: Support
     – roles and responsibilities
     – managing risk
4: Preservation
     – 4a: Preserving Your Data
       → for a minimum of 3
       years → requires action
     – 4b: Ensuring Continued
       Access and Use of Your
       Digital Outputs → selection
       and awareness of costs of
       continued access


16th January 2013          Data Management Planning   13
1. Summary



                      (10 minutes)




16th January 2013   Data Management Planning   14
1. Summary
•    Define the digital outputs and/or digital
     technologies that will be used in this
     project.
•    Why have they been chosen?
•    Describe any source data or content.
•    How will the outputs be used or the
     technologies function?
•    How do they relate to the research
     questions?
•    What type of access is envisaged?

    16th January 2013          Data Management Planning   15
2. Technical Methodology



                        (10 minutes)




16th January 2013     Data Management Planning   16
2. Technical Methodology
                               •   What file formats will be used and
                                   why? State if different file formats
                                   will be used for dissemination and
                                   preservation.
                               •   What standards will be used by
                                   the project e.g. metadata schema,
                                   controlled vocabulary, Web
                                   standards for website creation?
                               •   Ensure that hardware and
                                   software selected is fit-for-
                                   purpose.
                               •   Outline the project workflow,
                                   including back-up procedures.
16th January 2013   Data Management Planning                        17
3. Support



                      (10 minutes)




16th January 2013   Data Management Planning   18
3. Support
•    Consider project team roles and
     technical expertise; outsource
     technical support if required or
     ensure appropriate training will be
     received within the project timescale.
•    Consult with the institution's IT
     Department prior to the application
     being submitted to AHRC to ensure
     that appropriate support can be
     provided e.g. back-ups, server
     space.
•    Consider any risks to the project
     from lack of technical support.
    16th January 2013         Data Management Planning   19
4. Preservation



                        (10 minutes)




16th January 2013     Data Management Planning   20
4. Preservation
                    •   "freely available to the research community.“
                        for a minimum period of three years after the
                        end of the funding. For "on-line resources
                        this means keeping the full on-line system
                        working".
                    •   What impact will your digital outputs have by
                        being made openly and publicly accessible
                        online?
                    •   Intellectual Property, copyright, and/or
                        ethical considerations may define the limits
                        of sustainability or access.
                    •   How will the resource be supported after the
                        end of the project funding? Is institutional
                        support available? Will the content require
                        updating? Will the technical system require
                        updating/maintenance/bug fixes? What
16th January 2013       costs are expected?
5. DMPOnline



                       (10 minutes)




16th January 2013    Data Management Planning   22
5. DMPOnline
     https://dmponline.dcc.ac.uk/

     free Data Management Planning
      tool – login with Athens!
     includes AHRC Technical Plan
      as well as many other funder
      plans
     share your plans with individuals
      or the whole institution
     work with DCC to produce a
      custom DMP for your institution


    16th January 2013         Data Management Planning   23
Image Credits
  4: Execution in Progress © Toby Simkin Available from Flickr
  5: Stock Photo: Golden Egg
  6: Vincent Van Gogh, Portrait of Alexander Reid © Culture and Sport Glasgow (Museums)
        Available from VADS
  9: Detail of fabric manipulation sample, 1970s or 1980s.
        © Goldsmiths, University of London. Constance Howard Resource and Research Centre
        in Textiles. Available from VADS
  11: Lucie Rie, Sheet of sketches from Council of Industrial Design correspondence for
        Festival of Britain, 1951. © Mrs. Yvonne Mayer/Crafts Study Centre. Available from
        VADS
  13: Sonia Boyce, The Audition (contact sheets), one of over 900 photographs taken on 17th
        November 1997. © Sonia Boyce. Available from VADS
  15: IWMPC poster Reproduced by kind permission of London’s Transport Museum ©
        Transport for London (http://www.ltmuseum.co.uk) Available from VADS
  17: Super Fashion for Super Heroes, 1966 © London College of Fashion/The Woolmark
        Company Available from VADS
  19: Photo: MTG
  21: Milestone © Public Monuments and Sculpture Association Available from VADS
  23: Mike Stubbs, Donut © Mike Stubbs Available from VADS                                  24
Marie-Therese Gramstadt
                     KAPTUR Project Manager

                             @MTG_work
                           mtg@vads.ac.uk
                    http://www.vads.ac.uk/kaptur
                    https://kaptur.wordpress.com/


16th January 2013       Data Management Planning    25

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20130116 dmp training

  • 1. JISC KAPTUR project Data Management Planning 16th January 2013 16th January 2013 Data Management Planning 1
  • 2. Learning Objective Session Outline 10 minutes each section: • Create a Data 0. Introduction Management Plan 1. Summary 2. Technical Methodology 3. Support 4. Preservation 5. DMPOnline 16th January 2013 Data Management Planning 2
  • 3. 0. Introduction (10 minutes) 16th January 2013 Data Management Planning 3
  • 4. Terminology • Why VADS and research data? • Data Management Plan • DMP • Technical Appendix (AHRC) • Technical Summary and Technical Plan (AHRC) • Visual Arts research data • Visual Arts research outputs 16th January 2013 Data Management Planning 4
  • 5. Why is it essential to manage research data effectively? 16th January 2013 Data Management Planning 5
  • 6. Why is it essential to manage research data effectively?  crucial to research and innovation  a fundamental part of maintaining our continued success in research  aid the dissemination of art and design research, benefitting all  because it is required by the UK Research Councils (£3 billion of funding) 16th January 2013 Data Management Planning 6
  • 7. What do the AHRC expect? • AHRC support for Practice-led research through our Research Grants – practice-led and applied route (RGPLA) “We expect all of our research projects to have some form of documentation of the research process, which usually takes the form of textual analysis or explanation to support the research’s position and to demonstrate critical reflection.” • Professor: ‘some form of’ documentation compared to going on a walking holiday and suggesting you bring ‘some form of’ shoes. 16th January 2013 Data Management Planning 7
  • 8. What do the EPSRC expect? • Engineering and Physical Sciences Research Council “EPSRC expects all those it funds to have developed a clear roadmap to align their policies and processes with EPSRC’s expectations by 1st May 2012, and to be fully compliant with these expectations by 1st May 2015.” • EPSRC expectations Institutions to make metadata describing the research data (digital and non-digital) available within 12 months of the data being generated - with the aim of enabling access to the data 16th January 2013 Data Management Planning 8
  • 9. AHRC Technical Summary  Required for all AHRC applications  One section of the Case for Support  For digital and non-digital outputs 16th January 2013 Data Management Planning 9
  • 10. What should go in the Technical Summary?  Yes digital outputs or  No digital outputs or technologies technologies - “provide a brief description of - state that your project will not the project’s proposed digital use digital outputs or digital outputs and/or digital technologies* technologies” - “complete a Technical Plan” - Technical Plan not required * “web-pages containing information about the project”, use of “conventional software such as word processing packages and ICT activities such as email” are not required to be stated in the Technical Summary and do not require a Technical Plan 10
  • 11. AHRC Technical Plan → Data Management Plan (Learning Objective) • Separate attachment in Je-S* up to 4 sides of A4 in Arial font no smaller than size 11 • Section 1: Summary of Digital Outputs and Digital Technologies • Section 2: Technical Methodology • Section 3: Technical Support and Relevant Experience • Section 4: Preservation, Sustainability and Use * Previously the AHRC Technical Appendix could be entered straight into Je-S and character limits were specified for each section. 16th January 2013 Data Management Planning 11
  • 12. 1: Summary – What? and How? – relationship to research 2: Technical Methodology – 2a: Standards and Formats – 2b: Hardware and Software – 2c: Data Acquisition, Processing, Analysis and Use → workflow and project management 16th January 2013 Data Management Planning 12
  • 13. 3: Support – roles and responsibilities – managing risk 4: Preservation – 4a: Preserving Your Data → for a minimum of 3 years → requires action – 4b: Ensuring Continued Access and Use of Your Digital Outputs → selection and awareness of costs of continued access 16th January 2013 Data Management Planning 13
  • 14. 1. Summary (10 minutes) 16th January 2013 Data Management Planning 14
  • 15. 1. Summary • Define the digital outputs and/or digital technologies that will be used in this project. • Why have they been chosen? • Describe any source data or content. • How will the outputs be used or the technologies function? • How do they relate to the research questions? • What type of access is envisaged? 16th January 2013 Data Management Planning 15
  • 16. 2. Technical Methodology (10 minutes) 16th January 2013 Data Management Planning 16
  • 17. 2. Technical Methodology • What file formats will be used and why? State if different file formats will be used for dissemination and preservation. • What standards will be used by the project e.g. metadata schema, controlled vocabulary, Web standards for website creation? • Ensure that hardware and software selected is fit-for- purpose. • Outline the project workflow, including back-up procedures. 16th January 2013 Data Management Planning 17
  • 18. 3. Support (10 minutes) 16th January 2013 Data Management Planning 18
  • 19. 3. Support • Consider project team roles and technical expertise; outsource technical support if required or ensure appropriate training will be received within the project timescale. • Consult with the institution's IT Department prior to the application being submitted to AHRC to ensure that appropriate support can be provided e.g. back-ups, server space. • Consider any risks to the project from lack of technical support. 16th January 2013 Data Management Planning 19
  • 20. 4. Preservation (10 minutes) 16th January 2013 Data Management Planning 20
  • 21. 4. Preservation • "freely available to the research community.“ for a minimum period of three years after the end of the funding. For "on-line resources this means keeping the full on-line system working". • What impact will your digital outputs have by being made openly and publicly accessible online? • Intellectual Property, copyright, and/or ethical considerations may define the limits of sustainability or access. • How will the resource be supported after the end of the project funding? Is institutional support available? Will the content require updating? Will the technical system require updating/maintenance/bug fixes? What 16th January 2013 costs are expected?
  • 22. 5. DMPOnline (10 minutes) 16th January 2013 Data Management Planning 22
  • 23. 5. DMPOnline https://dmponline.dcc.ac.uk/  free Data Management Planning tool – login with Athens!  includes AHRC Technical Plan as well as many other funder plans  share your plans with individuals or the whole institution  work with DCC to produce a custom DMP for your institution 16th January 2013 Data Management Planning 23
  • 24. Image Credits 4: Execution in Progress © Toby Simkin Available from Flickr 5: Stock Photo: Golden Egg 6: Vincent Van Gogh, Portrait of Alexander Reid © Culture and Sport Glasgow (Museums) Available from VADS 9: Detail of fabric manipulation sample, 1970s or 1980s. © Goldsmiths, University of London. Constance Howard Resource and Research Centre in Textiles. Available from VADS 11: Lucie Rie, Sheet of sketches from Council of Industrial Design correspondence for Festival of Britain, 1951. © Mrs. Yvonne Mayer/Crafts Study Centre. Available from VADS 13: Sonia Boyce, The Audition (contact sheets), one of over 900 photographs taken on 17th November 1997. © Sonia Boyce. Available from VADS 15: IWMPC poster Reproduced by kind permission of London’s Transport Museum © Transport for London (http://www.ltmuseum.co.uk) Available from VADS 17: Super Fashion for Super Heroes, 1966 © London College of Fashion/The Woolmark Company Available from VADS 19: Photo: MTG 21: Milestone © Public Monuments and Sculpture Association Available from VADS 23: Mike Stubbs, Donut © Mike Stubbs Available from VADS 24
  • 25. Marie-Therese Gramstadt KAPTUR Project Manager @MTG_work mtg@vads.ac.uk http://www.vads.ac.uk/kaptur https://kaptur.wordpress.com/ 16th January 2013 Data Management Planning 25