DATA LIFECYCLE & DATA MANAGEMENT PLANNING...

22
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

Transcript of DATA LIFECYCLE & DATA MANAGEMENT PLANNING...

Page 1: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

DATA LIFECYCLE & DATA MANAGEMENT PLANNING

……………………………………………………………………………………………………………………………….……………………………..

……………………………………………………………......…...

RESEARCH DATA MANAGEMENT TEAMUK DATA ARCHIVEUNIVERSITY OF ESSEX……………………………………………….…………………….

LOOKING AFTER YOUR RESEARCH DATA: AN ESRC ADVANCED TRAINING NETWORK COURSE UK DATA ARCHIVE, COLCHESTER, 26-27 APRIL 2012

Page 2: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

UK DATA ARCHIVE

……………………………………………………………………………………………………………………………….…………………………..

……………………………………………………………………………………………………………………………………………………….……....…

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

Page 3: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

UK DATA ARCHIVE

……………………………………………………………………………………………………………………………….…………………………..

……………………………………………………………………………………………………………………………………………………….……....…

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

Page 4: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

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

Page 5: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

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

Page 6: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

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

Page 7: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

UK DATA ARCHIVE

……………………………………………………………………………………………………………………………….…………………………..

……………………………………………………………………………………………………………………………………………………….……....…

DATA LIFECYCLE

Page 8: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

UK DATA ARCHIVE

……………………………………………………………………………………………………………………………….…………………………..

……………………………………………………………………………………………………………………………………………………….……....…

DATA LIFECYCLE

Page 9: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

UK DATA ARCHIVE

……………………………………………………………………………………………………………………………….…………………………..

……………………………………………………………………………………………………………………………………………………….……....…

DATA LIFECYCLE

Page 10: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

UK DATA ARCHIVE

……………………………………………………………………………………………………………………………….…………………………..

……………………………………………………………………………………………………………………………………………………….……....…

DATA LIFECYCLE

Page 11: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

UK DATA ARCHIVE

……………………………………………………………………………………………………………………………….…………………………..

……………………………………………………………………………………………………………………………………………………….……....…

DATA LIFECYCLE

Page 12: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

UK DATA ARCHIVE

……………………………………………………………………………………………………………………………….…………………………..

……………………………………………………………………………………………………………………………………………………….……....…

DATA LIFECYCLE

Page 13: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

UK DATA ARCHIVE

……………………………………………………………………………………………………………………………….…………………………..

……………………………………………………………………………………………………………………………………………………….……....…

KEY DATA MANAGEMENT INTERVENTION POINTS

Green and Gutmann, 2007

Sign off consent form

Agree data & metadata templates

Shared data sharing protocols

Licensing, terms and conditions for sharing, formal documentation

Data formats, data migration

Page 14: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

UK DATA ARCHIVE

……………………………………………………………………………………………………………………………….…………………………..

……………………………………………………………………………………………………………………………………………………….……....…

EXAMPLE: HEALTH AND SOCIAL CONSEQUENCES OF THE FOOT AND MOUTH DISEASE EPIDEMIC IN NORTH CUMBRIA, 2001-2003 (SN5407)

Transcripts andrecordings archived

at UK Data Archive (RTF, MP3)

Catalogue record created

User guide created

Data archiving discussed with

participants.Consent to archive

transcripts and recordings

obtained

Interviews transcribedDiaries transcribed

(MS Word)

Data re-used in study: ‘Assessment of

Knowledge Sources in Animal Disease

Control’

Transcripts and user guide available from UK Data Archive

Research designConsent for participation

& primary data useParticipants keep diaries

Interviews recorded

Page 15: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

UK DATA ARCHIVE

……………………………………………………………………………………………………………………………….…………………………..

……………………………………………………………………………………………………………………………………………………….……....…

EXAMPLE: WESSEX ARCHAEOLOGY METRIC PROJECT

Database preserved as Oracle database and

as CSV data by ADS, with additional context

information

Data deposited with Archaeology Data

Service (ADS)

Data entered in MS Excel &

MS Access database

Data and info available for download from ADS

Metric animal bonedata from archaeological

sites in EnglandMeasurements & analyses of bone

fragments

Page 16: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

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-for-sharing/data-management-checklist

Page 17: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

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

Page 18: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

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

Page 19: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

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• data retention/destruction policy• data copyright/ownership statement• standard data format recommendations• version control and file naming guidelines

Page 20: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

UK DATA ARCHIVE

……………………………………………………………………………………………………………………………….…………………………..

……………………………………………………………………………………………………………………………………………………….……....…

OUR DATA MANAGEMENT TOOLS

• Data Management Resources Library

www.data-archive.ac.uk/create-manage/strategies-for-centres/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-for-sharing/costing

• Data Inventorywww.data-archive.ac.uk/create-manage/strategies-for-centres/data-inventory

Page 21: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

UK DATA ARCHIVE

……………………………………………………………………………………………………………………………….…………………………..

……………………………………………………………………………………………………………………………………………………….……....…

OUR DATA MANAGEMENT SERVICES

UK Data Archive Research Data Management Support [email protected]

Economic and Social Data Serviceswww.esds.ac.uk/aandp/create

RELU-Data Support Service relu.data-archive.ac.uk

ESRC Research Development Initiative Training Programmewww.data-archive.ac.uk/create-manage/projects/rdi-dm

JISC Data Management Planning project www.data-archive.ac.uk/create-manage/projects/jisc-dmp

Page 22: DATA LIFECYCLE & DATA MANAGEMENT PLANNING ……………………………………………………………………………………………………………………………….……………………………..

UK DATA ARCHIVE

……………………………………………………………………………………………………………………………….…………………………..

……………………………………………………………………………………………………………………………………………………….……....…

CONTACT

UK DATA ARCHIVEUNIVERSITY OF ESSEXWIVENHOE PARKCOLCHESTERESSEX CO4 3SQ

……………………….……………….T: +44 (0)1206 872140E: [email protected]: www.data-archive.ac.uk……………………….………………..