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Other DCC tools and resources:
               a quick overview

                                             Marieke Guy
                                        Digital Curation Centre
                                         m.guy@ukoln.ac.uk
                  This work is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 2.5 UK: Scotland License. To view a copy of
                  this license, visit http://creativecommons.org/licenses/by-nc-sa/2.5/scotland/ ; or, (b) send a letter to Creative Commons, 543 Howard   Funded by:
                  Street, 5th Floor, San Francisco, California, 94105, USA.



University of the Arts London, 13th March 2013
Support from the DCC
                                                     Institutional
Assess                                              data catalogues
Needs                   Workflow
                       assessment                                     Pilot RDM
                                                                         tools
       DAF & CARDIO                                                                   Develop
                                                   DCC                                support
        assessments                                                    Guidance and
                                                 support
                                                  team                   training       and
                                                                                      services
                                                                   RDM policy
       Advocacy with senior                                       development
          management

                                              Customised Data
             Make the case                   Management Plans
                                                           …and support policy implementation
University of the Arts London, 13th March 2013
Data Management Strategy
 Five components:

 •Policy
 •Advocacy
 •Planning
 •Tools
 •Training



University of the Arts London, 13th March 2013
Screen Shot 2012-05-03 at
                          11.14.00.png




University of the Arts London, 13th March 2013
DCC Web site
• Definitions of digital curation, glossary, reasons why to
  curate, FAQs etc.
• History of DCC, staff etc.
• News, blog
• Events
• Resources
• Training
• Project work
• Institutional Engagements
• Tools catalogue and metadata schema registry
University of the Arts London, 13th March 2013
Disciplinary metadata
                                                 standards
University of the Arts London, 13th March 2013
Tools catalogue

University of the Arts London, 13th March 2013
DCC Events
•   International Digital Curation Conference (IDCC)
•   Research Data Management Forum (RDMF)
•   Workshops and training
•   Presentations at external events




University of the Arts London, 13th March 2013
DCC Resources
•   Briefing Papers, How-to Guides
•   Curation Reference Manual, Curation Lifecycle Model
•   Policy and legal
•   Data Management Plans
•   Case studies
•   Repository audit and assessment
•   Standards
•   Publications and presentations
•   Curation journals, Informatics research
University of the Arts London, 13th March 2013
•   Informatics: disciplinary metadata
                                                      schema, standards, formats,
                                                      identifiers, ontologies
                                                  •   Storage: file-store, cloud, data
                                                      centres, funder policy
                                                  •   Access: embargoes, FOI
                                                  •   How to: appraise and select, cite
                                                      data sets, develop a data
                                                      management plan, licence research
                                                      data

                                                  New: How to set a RDM service –
                                                    coming soon!
How to cite data
 University of the Arts London, 13th March 2013
DCC Tools




University of the Arts London, 13th March 2013
What is DAF?
• A methodology to investigate / assess research
  data management practice.

• What are the characteristics of research data
  assets?

• How do researchers work with data?
University of the Arts London, 13th March 2013
How does DAF work?
• Set the focus and scope of your study
  - Investigate data holdings, capacity growth, current
    practice…
• Decide what approach(es) will work best
  - Online survey, interviews, focus groups, desk research…
• Look at earlier examples that you can repurpose
  www.data-audit.eu/docs/DAF_Implementation_Guide.pdf

 University of the Arts London, 13th March 2013
How has it been used?
  Two-stage data collection
         1.    Multiple-choice, online questionnaire of all research-active staff
         2.    One-to-one interviews with selected researchers


  Topics covered:
         –     types, sizes and formats of research data
         –     data ownership
         –     storage
         –     security
         –     sharing and access (short and long term)

University of the Arts London, 13th March 2013
UAL ‘DAF’




University of the Arts London, 13th March 2013
Examples
•    'Pre-interview questionnaire' from Queen Mary University of London,
     downloadable from:
     http://rdm.c4dm.eecs.qmul.ac.uk/blog/DAF-interviews

•    The University of West of England's 'researcher questionnaire',
     downloadable from:
     http://www1.uwe.ac.uk/library/usingthelibrary/servicesforresearchers/datam


•    ‘Interview protocol' from the University of Hertfordshire,
     downloadable from:
     http://research-data-toolkit.herts.ac.uk/2012/06/rdm-audit-and-project-bene




University of the Arts London, 13th March 2013
Some results….
 • University of Southampton
   http
   ://eprints.soton.ac.uk/196243/1/IDMB_Survey_Report.pdf
 • University of Lincoln survey:
   http://orbital.blogs.lincoln.ac.uk/2012/04/30/data-assets-
   framework-survey-summary
 • University of
   Oxfordhttp://blogs.oucs.ox.ac.uk/damaro/2013/01/03/univer
   sity-of-oxford-research-data-management-survey-2012-the-
   results



University of the Arts London, 13th March 2013
What is CARDIO?
 Collaborative Assessment of Research Data Infrastructures & Objectives

 An online tool for departments or research groups to identify and
 communicate their current data management capabilities and
 identify options for enhancement using a dedicated knowledge
 base.

 CARDIO emphasises a collaborative, consensus-driven approach,
 and enables benchmarking with other groups and institutions.

 http://cardio.dcc.ac.uk/

University of the Arts London, 13th March 2013
University of the Arts London, 13th March 2013
Aims of CARDIO?
• A tool to agree RDM strengths and weaknesses

• Aims for consensus across multiple viewpoints

• Uses a 1-5 scale for maturity

• Based on the three-legged stool model
  from Cornell & AIDA toolkit



 University of the Arts London, 13th March 2013
How is CARDIO used?
     • Provides quantitative analysis of RDM support
     • Highlights areas of best practice
     • Used for gap analysis/strategy development
     • Makes the case for future investment
     • Demonstrates progress




University of the Arts London, 13th March 2013
Practice has been adapted
• Mini-CARDIO
  – http://www.cardio.dcc.ac.uk/quiz/

• Workshop templates (paper exercise)

• Benchmarking against EPSRC requirements

• Customised online versions also available



University of the Arts London, 13th March 2013
Customised CARDIO




University of the Arts London, 13th March 2013
Data Management Planning
• Data management planning is a growing
  requirement from funders, publishers and
  HEIs, in the UK and internationally
• Supportive of good research practice,
  according to RCUK
• A cross-cutting activity involving multiple
  stakeholder types (researchers, librarians, IT
  managers, support staff)


University of the Arts London, 13th March 2013
What is DMP Online?
A web-based tool to help researchers write plans
It features:
• Templates based on different requirements
• Tailored guidance (disciplinary, funder etc)
• Customised exports to a variety of formats
• Ability to share DMPs with others
                       https://dmponline.dcc.ac.uk/
University of the Arts London, 13th March 2013
How does DMP Online work?




Select templates for your context...
University of the Arts London, 13th March 2013
What is DRAMBORA?
• DRAMBORA is an audit methodology and tool for identifying
  and planning for the management of risks
• These risks may threaten the availability and/or usability of
  content in a digital repository or archive.

www.repositoryaudit.eu




University of the Arts London, 13th March 2013
DRAMBORA
       • A variety of risk factors, both internal and external, affect
         the management of digital research data
       • Risks can be tangible (fire/flood) or intangible (accidental
         data loss leading to reputational impact)
       • They may exist in isolation, or lead to other risks if not
         adequately managed




University of the Arts London, 13th March 2013
Other services...
CARDIO                              Used at research group or department level to assess activity and
                                    data management infrastructure and contribute to an institution-wide
                                    view

Data Asset Framework                DAF is a structured mechanism used to identify what data exists and
                                    understand how research data are being managed and shared

Customised DMP                      We can work with you to develop an institution-specific instance of
                                    DMP Online for developing data management plans that fit funder
                                    requirements before and after an award of grant

Policy development                  We can assist in the development of institutional policy

Workflow assessment                 Using tested methodologies we can analyse current research data
                                    workflows

Training                            We can train people in the use of many of the above tools and in
                                    generic skills such as data quality assessment

Costing                             We can assist with the development of costing and pricing for data
                                    management services

Risk management                     Working with you to identify risks in current or planned research data
                                    management practice, we will make recommendations on mitigation
                                    and the elimination of those risks

Institutional data                  We can recommend options for exposing metadata about your
                                    research data via CRIS systems, repositories, or a mix of these
catalogues
University of the Arts London, 13th March 2013
DCC Institutional
                                                 Engagements




University of the Arts London, 13th March 2013
Further Assistance
• Help desk: 0131 651 1239

• Email: info@dcc.ac.uk

• Web site: www.dcc.ac.uk




University of the Arts London, 13th March 2013

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Other DCC tools and resources: a quick overview

  • 1. Other DCC tools and resources: a quick overview Marieke Guy Digital Curation Centre m.guy@ukoln.ac.uk This work is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 2.5 UK: Scotland License. To view a copy of this license, visit http://creativecommons.org/licenses/by-nc-sa/2.5/scotland/ ; or, (b) send a letter to Creative Commons, 543 Howard Funded by: Street, 5th Floor, San Francisco, California, 94105, USA. University of the Arts London, 13th March 2013
  • 2. Support from the DCC Institutional Assess data catalogues Needs Workflow assessment Pilot RDM tools DAF & CARDIO Develop DCC support assessments Guidance and support team training and services RDM policy Advocacy with senior development management Customised Data Make the case Management Plans …and support policy implementation University of the Arts London, 13th March 2013
  • 3. Data Management Strategy Five components: •Policy •Advocacy •Planning •Tools •Training University of the Arts London, 13th March 2013
  • 4. Screen Shot 2012-05-03 at 11.14.00.png University of the Arts London, 13th March 2013
  • 5. DCC Web site • Definitions of digital curation, glossary, reasons why to curate, FAQs etc. • History of DCC, staff etc. • News, blog • Events • Resources • Training • Project work • Institutional Engagements • Tools catalogue and metadata schema registry University of the Arts London, 13th March 2013
  • 6. Disciplinary metadata standards University of the Arts London, 13th March 2013
  • 7. Tools catalogue University of the Arts London, 13th March 2013
  • 8. DCC Events • International Digital Curation Conference (IDCC) • Research Data Management Forum (RDMF) • Workshops and training • Presentations at external events University of the Arts London, 13th March 2013
  • 9. DCC Resources • Briefing Papers, How-to Guides • Curation Reference Manual, Curation Lifecycle Model • Policy and legal • Data Management Plans • Case studies • Repository audit and assessment • Standards • Publications and presentations • Curation journals, Informatics research University of the Arts London, 13th March 2013
  • 10. Informatics: disciplinary metadata schema, standards, formats, identifiers, ontologies • Storage: file-store, cloud, data centres, funder policy • Access: embargoes, FOI • How to: appraise and select, cite data sets, develop a data management plan, licence research data New: How to set a RDM service – coming soon! How to cite data University of the Arts London, 13th March 2013
  • 11. DCC Tools University of the Arts London, 13th March 2013
  • 12. What is DAF? • A methodology to investigate / assess research data management practice. • What are the characteristics of research data assets? • How do researchers work with data? University of the Arts London, 13th March 2013
  • 13. How does DAF work? • Set the focus and scope of your study - Investigate data holdings, capacity growth, current practice… • Decide what approach(es) will work best - Online survey, interviews, focus groups, desk research… • Look at earlier examples that you can repurpose www.data-audit.eu/docs/DAF_Implementation_Guide.pdf University of the Arts London, 13th March 2013
  • 14. How has it been used? Two-stage data collection 1. Multiple-choice, online questionnaire of all research-active staff 2. One-to-one interviews with selected researchers Topics covered: – types, sizes and formats of research data – data ownership – storage – security – sharing and access (short and long term) University of the Arts London, 13th March 2013
  • 15. UAL ‘DAF’ University of the Arts London, 13th March 2013
  • 16. Examples • 'Pre-interview questionnaire' from Queen Mary University of London, downloadable from: http://rdm.c4dm.eecs.qmul.ac.uk/blog/DAF-interviews • The University of West of England's 'researcher questionnaire', downloadable from: http://www1.uwe.ac.uk/library/usingthelibrary/servicesforresearchers/datam • ‘Interview protocol' from the University of Hertfordshire, downloadable from: http://research-data-toolkit.herts.ac.uk/2012/06/rdm-audit-and-project-bene University of the Arts London, 13th March 2013
  • 17. Some results…. • University of Southampton http ://eprints.soton.ac.uk/196243/1/IDMB_Survey_Report.pdf • University of Lincoln survey: http://orbital.blogs.lincoln.ac.uk/2012/04/30/data-assets- framework-survey-summary • University of Oxfordhttp://blogs.oucs.ox.ac.uk/damaro/2013/01/03/univer sity-of-oxford-research-data-management-survey-2012-the- results University of the Arts London, 13th March 2013
  • 18. What is CARDIO? Collaborative Assessment of Research Data Infrastructures & Objectives An online tool for departments or research groups to identify and communicate their current data management capabilities and identify options for enhancement using a dedicated knowledge base. CARDIO emphasises a collaborative, consensus-driven approach, and enables benchmarking with other groups and institutions. http://cardio.dcc.ac.uk/ University of the Arts London, 13th March 2013
  • 19. University of the Arts London, 13th March 2013
  • 20. Aims of CARDIO? • A tool to agree RDM strengths and weaknesses • Aims for consensus across multiple viewpoints • Uses a 1-5 scale for maturity • Based on the three-legged stool model from Cornell & AIDA toolkit University of the Arts London, 13th March 2013
  • 21. How is CARDIO used? • Provides quantitative analysis of RDM support • Highlights areas of best practice • Used for gap analysis/strategy development • Makes the case for future investment • Demonstrates progress University of the Arts London, 13th March 2013
  • 22. Practice has been adapted • Mini-CARDIO – http://www.cardio.dcc.ac.uk/quiz/ • Workshop templates (paper exercise) • Benchmarking against EPSRC requirements • Customised online versions also available University of the Arts London, 13th March 2013
  • 23. Customised CARDIO University of the Arts London, 13th March 2013
  • 24. Data Management Planning • Data management planning is a growing requirement from funders, publishers and HEIs, in the UK and internationally • Supportive of good research practice, according to RCUK • A cross-cutting activity involving multiple stakeholder types (researchers, librarians, IT managers, support staff) University of the Arts London, 13th March 2013
  • 25. What is DMP Online? A web-based tool to help researchers write plans It features: • Templates based on different requirements • Tailored guidance (disciplinary, funder etc) • Customised exports to a variety of formats • Ability to share DMPs with others https://dmponline.dcc.ac.uk/ University of the Arts London, 13th March 2013
  • 26. How does DMP Online work? Select templates for your context... University of the Arts London, 13th March 2013
  • 27. What is DRAMBORA? • DRAMBORA is an audit methodology and tool for identifying and planning for the management of risks • These risks may threaten the availability and/or usability of content in a digital repository or archive. www.repositoryaudit.eu University of the Arts London, 13th March 2013
  • 28. DRAMBORA • A variety of risk factors, both internal and external, affect the management of digital research data • Risks can be tangible (fire/flood) or intangible (accidental data loss leading to reputational impact) • They may exist in isolation, or lead to other risks if not adequately managed University of the Arts London, 13th March 2013
  • 29. Other services... CARDIO Used at research group or department level to assess activity and data management infrastructure and contribute to an institution-wide view Data Asset Framework DAF is a structured mechanism used to identify what data exists and understand how research data are being managed and shared Customised DMP We can work with you to develop an institution-specific instance of DMP Online for developing data management plans that fit funder requirements before and after an award of grant Policy development We can assist in the development of institutional policy Workflow assessment Using tested methodologies we can analyse current research data workflows Training We can train people in the use of many of the above tools and in generic skills such as data quality assessment Costing We can assist with the development of costing and pricing for data management services Risk management Working with you to identify risks in current or planned research data management practice, we will make recommendations on mitigation and the elimination of those risks Institutional data We can recommend options for exposing metadata about your research data via CRIS systems, repositories, or a mix of these catalogues University of the Arts London, 13th March 2013
  • 30. DCC Institutional Engagements University of the Arts London, 13th March 2013
  • 31. Further Assistance • Help desk: 0131 651 1239 • Email: info@dcc.ac.uk • Web site: www.dcc.ac.uk University of the Arts London, 13th March 2013

Editor's Notes

  • #13: DAF is a survey method that has primarily been used to investigate RDM practice. JISC ’s original hope was to identify and register data assets too, but the scale of holdings was found to be too great. Originally it was called the Data Audit Framework and this was changed to ‘Asset’ so you’ll see it under both names
  • #14: There are various things you may want to investigate, so the first task is to set the scope and then decide the best way to collect that information Lots of people have already done similar studies so repurpose their work
  • #15: Here ’s an example of how DAF was used at Northampton. They used a few interviews to set the scope, then did an online survey and used the results to identify researchers for in-depth interviews Coverage addressed the nature of the data and most activities / issues that may be encountered throughout the research lifecycle
  • #18: Results can be quite similar across institutions - researchers often face the same issues. Differences in practice and requirements tend to be characterised more by the discipline.
  • #21: CARDIO is a tool to gain consensus across researchers & services on current RDM capability – How well does an institution/school/department manage it ’s data? It ’s based on the three-legged stool model and uses a 1-5 scale for maturity modelling There ’s a mini quiz and full online tool
  • #26: I’ll give a quick over view to DCC’s main tools DMP Online is a tool to help researchers write plans. It pulls together the various requirements and relevant support to make the process easier.
  • #27: At the outset you ’re asked to select templates that are appropriate for your context e.g. funder templates if applying for funding, disciplinary or institutional ones etc