Update on progress revising DMPonline given to the University of Edinburgh RDM implementation group on 12th September 2013. The presentation includes screengrabs from the v.4 beta of DMPonline and details on how to customise the tool for your institution.

1. Updates on DMPonline
Sarah Jones
sarah.jones@glasgow.ac.uk
RDM Implementation Group, Edinburgh, 12th September 2013

2. Evaluate and customise DMPonline
• A detailed evaluation was undertaken
• www.dcc.ac.uk/news/future-plans-dmponline
• Several major changes are underway
• www.dcc.ac.uk/blog/dmponline-current-status

3. Planned changes to DMPonline
• Shorten the DMP Checklist
• Overhaul how the Checklist is used in the tool
(n.b. this is a major architectural change so redevelopment will take time)
• Reintroduce a wizard to help users select templates
• Summarise requirements prior to writing the DMP
• Revise registration, sharing & export workflows
• Make a number of interface / usability improvements
• Add more boilerplate text and examples as guidance

4. New Checklist for a DMP
• Administrative Data
• Data Collection
• Documentation and Metadata
• Ethics and Legal Compliance
• Storage and Backup
• Selection and Preservation
• Data Sharing
• Responsibilities and Resources
www.dcc.ac.uk/sites/default/files/documents/resource/DMP_Checklist_2013.pdf
13 questions
over 8 sections

5. Example questions and guidance
How will you manage any ethical issues?
Questions to consider:
• Have you gained consent for data preservation and sharing?
• How will you protect the identity of participants if required? e.g. anonymisation
• How will sensitive data be handled to ensure it is stored and transferred securely?
Guidance:
Ethical issues affect how you store data, who can see/use it and how long it is kept.
Managing ethical concerns may include: anonymisation of data; referral to
departmental or institutional ethics committees; and formal consent agreements.
You should show that you are aware of any issues and have planned accordingly. If you
are carrying out research involving human participants, you must also ensure that
consent is requested to allow data to be shared and reused.

6. DMPonline v.4 beta

7. Creating an account
Asks for email,
organisation
and password
Auto-fills uni
options as you
type

8. Creating a plan
Select your
funder (if any)
Select relevant
uni for DMP
questions and
guidance
Select other
sources of
guidance

9. Tailoring at multiple levels
Options to have
questions and
guidance at
institutional and
‘unit’ level

10. Overview of sections in a plan
Summary page
with dropdown
buttons to expand
and answer each
section

11. Questions and guidance
Easy-format text
boxes to answer
Can pre-populate
boxes with example
/ suggested answers
Guidance appears in
right-hand panel

12. Answering questions
Notes who has
answered the
question
Progress bar
updates how many
questions left

13. ‘My plans’ page

14. Customising DMPonline
Deciding what you need:
1. Does your institution require that researchers write Data
Management Plans, even if their funder does not? If so,
what information are researchers asked to provide?
2. Do DMPs submitted to research funders supply the
information your institution asks for (if any), or are there
additional questions that you want to ask?
3. What guidance, examples and suggested answers can you
provide to help researchers write DMPs?

15. Edinburgh policy requirements
“All new research proposals must include research data
management plans or protocols that explicitly address
data capture, management, integrity, confidentiality,
retention, sharing and publication.”
www.ed.ac.uk/is/research-data-policy
- Are these your 7 headings / sections?
- How about using the STFC questions?
- What does IS needs to know?

16. Universities are able to:
• Ask any questions they want answers to
– via their own template
– by adding questions to funder templates
• Display guidance to help researchers respond
– Institutional
– Local (tailored to different Colleges/Schools/Units)
– Can apply across the board or just to certain funder questions
• Provide examples and suggested answers

17. How to customise DMPonline
1. Define your requirements
2. Draft your institutional template
3. Review existing funder templates
4. Draft your guidance, examples and suggested answers
5. Provide the DCC with all the details
www.dcc.ac.uk/news/customising-dmponline
If you
require
DMPs

18. DMPonline at Edinburgh
• Meeting on Tuesday 17th September about
customising DMPonline for Edinburgh
• What do you think is needed?