DATA LIFECYCLE DATA MANAGEMENT PLANNING RESEARCH DATA MANAGEMENT

DATA LIFECYCLE & DATA MANAGEMENT PLANNING ………………………………………………………………. . . RESEARCH DATA MANAGEMENT TEAM UK DATA ARCHIVE UNIVERSITY OF ESSEX ………………………. LOOKING AFTER YOUR RESEARCH DATA: AN ESRC ADVANCED TRAINING NETWORK COURSE UK DATA ARCHIVE, COLCHESTER, 26 -27 APRIL 2012

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 ……………………………………………………………………………. ……. . … UK DATA ARCHIVE

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

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 ……………………………………………………………………………. ……. . … UK DATA ARCHIVE

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 ……………………………………………………………………………. ……. . … UK DATA ARCHIVE

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 ……………………………………………………………………………. ……. . … UK DATA ARCHIVE

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

EXAMPLE: HEALTH AND SOCIAL CONSEQUENCES OF THE FOOT AND MOUTH DISEASE EPIDEMIC IN NORTH CUMBRIA, 2001 -2003 (SN 5407) ………………………………………………………………. . Data re-used in study: ‘Assessment of Knowledge Sources in Animal Disease Control’ Transcripts and user guide available from UK Data Archive Research design Consent for participation & primary data use Participants keep diaries Interviews recorded Interviews transcribed Diaries transcribed (MS Word) Data archiving discussed with participants. Consent to archive transcripts and recordings obtained Transcripts and recordings archived at UK Data Archive (RTF, MP 3) Catalogue record created User guide created ……………………………………………………………………………. ……. . … UK DATA ARCHIVE

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

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 www. data-archive. ac. uk/create-manage/planning-forsharing/data-management-checklist ……………………………………………………………………………. ……. . … UK DATA ARCHIVE

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 ……………………………………………………………………………. ……. . … UK DATA ARCHIVE

COSTING ………………………………………………………………. . • cost data management and sharing into research • early planning can reduce costs • see our data management costing tool: www. data-archive. ac. uk/media/247429/costingtool. pdf ……………………………………………………………………………. ……. . … UK DATA ARCHIVE

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 retention/destruction policy data copyright/ownership statement standard data format recommendations version control and file naming guidelines ……………………………………………………………………………. ……. . … UK DATA ARCHIVE

OUR DATA MANAGEMENT TOOLS ………………………………………………………………. . • Data Management Resources Library www. data-archive. ac. uk/create-manage/strategies-forcentres/resources-library • Data Management Costing Tool • simple activity-based tool to cost data management for social science research www. data-archive. ac. uk/create-manage/planning-forsharing/costing • Data Inventory www. data-archive. ac. uk/create-manage/strategies-forcentres/data-inventory ……………………………………………………………………………. ……. . … UK DATA ARCHIVE

OUR DATA MANAGEMENT SERVICES ………………………………………………………………. . UK Data Archive Research Data Management Support Services datasharing@data-archive. ac. uk Economic and Social Data Services www. esds. ac. uk/aandp/create RELU-Data Support Service relu. data-archive. ac. uk ESRC Research Development Initiative Training Programme www. data-archive. ac. uk/create-manage/projects/rdi-dm JISC Data Management Planning project www. data-archive. ac. uk/create-manage/projects/jisc-dmp ……………………………………………………………………………. ……. . … UK DATA ARCHIVE

CONTACT ………………………………………………………………. . UK DATA ARCHIVE UNIVERSITY OF ESSEX WIVENHOE PARK COLCHESTER ESSEX CO 4 3 SQ ………………. T: +44 (0)1206 872140 E: datasharing@data-archive. ac. uk W: www. data-archive. ac. uk ………………. . ……………………………………………………………………………. ……. . … UK DATA ARCHIVE