- <%= _('or') %> -
Hello %{user_name}.
\r\nYour plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation. If you have questions pertaining to this action, please contact us at %{organisation_email}.
", "managed"=>true, "helpdesk_email"=>""}) +Org.create!({"id"=>1432, "name"=>"Test Organization", "abbreviation"=>"IEO", "target_url"=>nil, "is_other"=>false, "display_in_registration"=>nil, "logo_uid"=>nil, "logo_name"=>nil, "banner_uid"=>nil, "banner_name"=>nil, "region_id"=>nil, "language_id"=>1, "contact_email"=>"dmp.test.user.admin@engagedri.ca", "org_type"=>0, "links"=>{"org"=>[]}, "contact_name"=>"Test User", "feedback_enabled"=>false, "feedback_msg"=>"Hello %{user_name}.
\n\nYour plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.\n
If you have questions pertaining to this action, please contact us at %{organisation_email}.\n
Bonjour %{user_name}.
\nVotre plan \"%{plan_name}\" a été soumis pour commentaires d’un administrateur de votre organisation.\n
Si vous avez des questions concernant cette action, veuillez communiquer avec nous à %{organisation_email}.\n
Proprietary file formats which require specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those which are widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats on the UK Data Archive website.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>6639, "text"=>"If data are collected using laptops or mobile devices, please explain how will you will securely store and transfer the data.", "default_value"=>nil, "number"=>3, "section_id"=>1805, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>5267, "question_id"=>6639, "org_id"=>1, "text"=>"The University of Alberta’s Encryption Procedure requires that sensitive information stored on mobile computing devices be encrypted. Read more about encryption
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>6640, "text"=>"How much data do you anticipate collecting? Include an estimate of how much storage space you will require (in megabytes, gigabytes, terabytes). This estimate should also take into account storage space required for file versioning, backups, and the growth rate over time.", "default_value"=>nil, "number"=>4, "section_id"=>1805, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>5268, "question_id"=>6640, "org_id"=>1, "text"=>"The type of data you collect will impact your storage requirements. Textual and tabular data files are usually very small (a few megabytes) unless you have a lot of data. Video files are usually very large (hundreds of megabytes up to several gigabytes). If you have a large amount of data (gigabytes or terabytes), it will be more challenging to share and transfer it. You may need to consider networked storage options or more sophisticated backup methods.
\r\nIf your data will be changing frequently, please estimate how much extra storage will be required to store multiple versions. If you are collecting data over a long period of time (e.g. several months or years), please describe your plan for adding additional storage to accommodate the growth of your data.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>6637, "text"=>"Are there are any existing data that you can re-use? If so, please explain how you will obtain that data and integrate it into your research project.", "default_value"=>nil, "number"=>5, "section_id"=>1805, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>5265, "question_id"=>6637, "org_id"=>1, "text"=>"There may be existing data that you can license or purchase for re-use. Databib and re3data are directories of disciplinary data repositories you can check for data. You can also contact the U of A Data Library for help with finding and re-using existing data
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>6641, "text"=>"What conventions and procedures will you use to structure, name and version control your files to ensure that your data is well-organized?\r\n", "default_value"=>nil, "number"=>6, "section_id"=>1805, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>5269, "question_id"=>6641, "org_id"=>1, "text"=>"Ensuring that you and your research team are using the ‘master’ version of your data is extremely important. Establishing conventions for naming and versioning your files is essential, especially when data may be available in different file formats or stored on different computers.
\r\nMore information on file naming and version control is available from MIT and the UK Data Archive.
\r\nUniversity of Alberta Libraries’ Dataverse can help with version control of your files.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>1806, "title"=>"Documentation and Metadata", "description"=>nil, "number"=>2, "phase_id"=>304, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>6642, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future? This includes study-level documentation, data-level description, and any other contextual information required to make the data usable by other researchers.", "default_value"=>nil, "number"=>1, "section_id"=>1806, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>5270, "question_id"=>6642, "org_id"=>1, "text"=>"Your documentation may include study-level information about:
\r\nA complete description of the data files may include:
\r\nMore information about data documentation is available at the UK Data Archive
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>6643, "text"=>"Please list the metadata standard and tools you will use to document and describe your data. If there is not an appropriate standard, please explain how you will ensure consistency in your documentation.", "default_value"=>nil, "number"=>2, "section_id"=>1806, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>5271, "question_id"=>6643, "org_id"=>1, "text"=>"Metadata is a description of the contents and context of data files. Using a metadata standard (a set of required fields to fill out) helps ensure that your documentation is consistent, structured, and machine-readable, which is essential for depositing data in repositories and making it easily discoverable by search engines.
\r\nThere are general and discipline-specific metadata standards and tools for research data. For assistance with choosing a metadata standard, please contact data@ualberta.ca.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>6644, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>3, "section_id"=>1806, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>5272, "question_id"=>6644, "org_id"=>1, "text"=>"It is best to begin the documentation process at the start of a research project. Details or procedures may be forgotten if documentation is created at the end of a project. ", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>1807, "title"=>"Storage and Backup", "description"=>nil, "number"=>3, "phase_id"=>304, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>6645, "text"=>"How will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>1, "section_id"=>1807, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>5273, "question_id"=>6645, "org_id"=>1, "text"=>"Storing data on flash drives, laptops, computers, or external hard drives without a regular backup procedure is not recommended, because they are subject to hardware failure, viruses, file corruption, theft, loss, and human error. Likewise, multiple copies of data stored in the same physical location does little to mitigate risk.
\r\nUsing software which automatically backs up your data and keeps it synchronized with a master copy is recommended. Copies of data should ideally be stored in separate physical locations to mitigate physical risks, e.g. fire. More about data storage from UK Data Archive.
\r\nMany universities offer networked file storage which is automatically backed up. University of Alberta researchers have access to networked storage and to commercial cloud storage (Google Drive) through Information Services and Technology.\r\nUniversity of Alberta Libraries also offers Dataverse for storing and sharing small datasets. For assistance with Dataverse, contact data@ualberta.ca.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>6646, "text"=>"How will you ensure that sensitive data is stored securely and only accessible to the research team during the research project?", "default_value"=>nil, "number"=>2, "section_id"=>1807, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>5274, "question_id"=>6646, "org_id"=>1, "text"=>"The security measures you choose to implement will depend on the sensitivity of the data being stored. Data can be protected by limiting physical access to hard drives and file servers on which it is stored, by storing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting data files.
\r\nSharing sensitive data via email and cloud storage services such as Dropbox is not recommended, since the security of these services cannot be trusted. More about security from the UK Data Archive.
\r\n", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>1808, "title"=>"Preservation", "description"=>nil, "number"=>4, "phase_id"=>304, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>6647, "text"=>"Which data are selected for preservation and access will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be feasible to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to only keep only selected data (e.g. transcripts instead of audio interviews).", "default_value"=>nil, "number"=>1, "section_id"=>1808, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>5275, "question_id"=>6647, "org_id"=>1, "text"=>"Which data are selected for preservation and access will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be feasible to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to only keep only selected data (e.g. transcripts instead of audio interviews).", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>6648, "text"=>"At the end of your research project, where will you deposit your data for long-term preservation and access? ", "default_value"=>nil, "number"=>2, "section_id"=>1808, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>5276, "question_id"=>6648, "org_id"=>1, "text"=>"Please describe how you will identify a data repository or data center for your data. Databib and re3data.org are directories of potential data repositories. Note any details about the curation of the data and what aspects of the curation are your responsibility versus what the repository assumes. See if the data repository will provide a statement agreeing to these terms of deposit that can be included with your data management plan.
\r\nResearchers at the University of Alberta can deposit smaller datasets (less than 500MB) in Dataverse for complex data formats such as those produced by SPSS or SAS, or ERA for basic data formats such as Excel. For larger datasets, please contact data@ualberta.ca.
\r\n", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>6649, "text"=>"Please describe how you will prepare the data for preservation and access, including any necessary procedures for data cleaning, normalization or de-identification. Explain how you will prevent data from being lost while processing and converting files. ", "default_value"=>nil, "number"=>3, "section_id"=>1808, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>5277, "question_id"=>6649, "org_id"=>1, "text"=>"It is likely that you will have multiple versions of your data (raw, processed, analyzed, final), and your data may be stored in different file formats depending on how they were collected and analyzed.
\r\nDigital information may be lost while converting files from one format to another (e.g. converting an image from a non-compressed ‘lossless’ TIFF file to a compressed ‘lossy’ JPG file), so changes to file formats should be clearly documented.
\r\nIdentify what steps are needed after your project is completed in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about file formats and anonymization on the UK Data Archive Website.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>1809, "title"=>"Data Sharing and Reuse", "description"=>nil, "number"=>5, "phase_id"=>304, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>6650, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final). Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy issues. \r\n\r\n", "default_value"=>nil, "number"=>1, "section_id"=>1809, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>6651, "text"=>"How will you be sharing your data? (e.g. institutional repository, a specialized data archive, project website, informal/on-request sharing). Include a brief description of any resources needed to share your data (equipment, systems, expertise, etc.). \r\n", "default_value"=>nil, "number"=>2, "section_id"=>1809, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>5278, "question_id"=>6651, "org_id"=>1, "text"=>"Where you share your data depends on the complexity and size of your data. Smaller, low-risk datasets can be shared via institutional or disciplinary repositories and project websites. Larger datasets or datasets with more stringent security requirements cannot be easily transferred over the Internet. Read more about sharing data at the UK Data Archive.
\r\nResearchers at the University of Alberta can deposit smaller datasets (less than 500MB) in Dataverse (for complex data formats such as that produced by SPSS or SAS) or ERA (for basic data formats such as Excel). For larger datasets, please contact data@ualberta.ca.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>6652, "text"=>"Please describe whether there will be any restrictions placed on your data when they are made available and who may access them. If data are not openly available, describe the process for gaining access.", "default_value"=>nil, "number"=>3, "section_id"=>1809, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>5279, "question_id"=>6652, "org_id"=>1, "text"=>"It may be necessary or desirable to restrict access to your data for a limited time or to a limited number of people, for:
\r\nStrategies to mitigate these issues may include:
\r\nAssigning an end-user license allows you to define the terms of use for your data. We recommend a Creative Commons license.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>1810, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>6, "phase_id"=>304, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>6654, "text"=>"Who will be responsible for data management during the project? (i.e. during collection, processing, analysis, documentation). Identify staff and organizational roles and their responsibilities for carrying out the data management plan (DMP), including time allocations and training requirements.", "default_value"=>nil, "number"=>1, "section_id"=>1810, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>6655, "text"=>"What will happen when personnel changes occur or if the principal investigator leaves the institution before the project has concluded?", "default_value"=>nil, "number"=>2, "section_id"=>1810, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>6656, "text"=>"Who will be responsible for data sharing and preservation after the project has concluded? Indicate the party who will have primary responsibility for how the data will persist over time when the original personnel have moved on. ", "default_value"=>nil, "number"=>3, "section_id"=>1810, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>6657, "text"=>"What resources will you require to implement your plan? Will extra people, time or hardware, storage be required? How much will this cost (estimation)?", "default_value"=>nil, "number"=>4, "section_id"=>1810, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>5281, "question_id"=>6657, "org_id"=>1, "text"=>"More information about estimating cost for data management is available through the UK Data Archive. This information should be incorporated into any grant applications for your project.
", "type"=>"guidance", "versionable_id"=>nil}) +Template.create!({"id"=>802, "title"=>"University of British Columbia Generic Template", "description"=>nil, "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>0, "customization_of"=>11, "family_id"=>1888361177, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>804, "title"=>"University of British Columbia Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>802, "modifiable"=>false, "versionable_id"=>nil}) +Section.create({"id"=>5069, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organisation – factors that will improve the usability of your data and contribute to the success of your project.
", "number"=>1, "phase_id"=>804, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>17259, "text"=>"What types of data will you collect, create, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>5069, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>14615, "question_id"=>17259, "org_id"=>7, "text"=>"Examples: Images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>17260, "text"=>"What file formats will your data be collected? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>5069, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>14616, "question_id"=>17260, "org_id"=>7, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library Research Data Website or UK Data Archive.
It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called ‘version control’. Logical file structures, informative naming conventions, and clear indications of file versions all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media. Read more about file naming and version control: UBC Library Research Data Website or UK Data Archive.
UBC Dataverse @Scholars Portal software can help with version control of your files.
Data are rarely self-explanatory, so information about how to interpret research data and the context in which they were collected is key. This ‘data about data’, or metadata, ensures data can be understood, analysed, shared, reused, and preserved. Many disciplines have metadata standards that ensure data can be interpreted and compared across projects and fields. The Social Sciences, for instance, use the internationally-accepted Data Documentation Initiative (DDI) standard.
Where there are restrictions on the use of the data, the reasons for these restrictions must be explained in the metadata. Information must describe how to gain controlled access to the data if possible (e.g., contact information, access terms, access agreement templates, data request forms, etc.).
Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, software versions, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc. More information about metadata is available on the UBC Library Research Data Website
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>17263, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?\r\n", "default_value"=>nil, "number"=>2, "section_id"=>5070, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>14619, "question_id"=>17263, "org_id"=>7, "text"=>"Consider how you will capture this information and where it will be recorded. It is best to start preparing data documentation and metadata procedures well in advance of data collection and analysis in order to avoid inaccuracies, inconsistencies, or loss of information in the capture and processing of data, and especially after the study has been completed. Creating documentation takes time, so consider whether anything you’ve already created can be used (e.g. publications, websites, progress reports, etc.). If documentation is to be captured during the data collection or data processing phase, consult with members of the research team to assess procedures in the collection and capture of data, and indicate the individual roles and workflows when possible (e.g. data collectors code data and upload to database with headers, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>17262, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.\r\n", "default_value"=>nil, "number"=>3, "section_id"=>5070, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>14618, "question_id"=>17262, "org_id"=>7, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. For assistance with choosing a metadata standard, please contact us at research.data@ubc.ca.
UBC Dataverse @Scholars Portal repository uses a popular metadata standard from the DDI (Data Documentation Initiative).
Read more about metadata standards: UK Digital Curation Centre’s Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>5071, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.
", "number"=>3, "phase_id"=>804, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>17266, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>1, "section_id"=>5071, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>14622, "question_id"=>17266, "org_id"=>7, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nStoring data on flash drives, laptops, computers, or external hard drives without a regular backup procedure is not recommended, because they are subject to hardware failure, viruses, file corruption, theft, loss, and human error. Likewise, multiple copies of data stored in the same physical location does little to mitigate risk.
\r\n Using software which automatically backs up your data and keeps it synchronized with a master copy is recommended. Copies of data should ideally be stored in separate physical locations to mitigate physical risks, e.g. fire.
Learn more about UBC data storage solutions from UBC IT at from the UBC Library Research Data Website .
UBC Library also offers UBC Dataverse @Scholars Portal for managing and sharing datasets. For assistance with Dataverse, please contact research.data@ubc.ca
Storage-space estimates should take into account requirements for file versioning, backups, and growth over time. If your data will be changing frequently, provide an estimate of how much extra storage will be required to store multiple versions. If you are collecting data over a long period of time (e.g. several months or years), describe your plan for adding additional storage to accommodate data growth. If you plan to retain your data after the research project, describe how long-term storage will be achieved.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>17267, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?\r\n", "default_value"=>nil, "number"=>3, "section_id"=>5071, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>14623, "question_id"=>17267, "org_id"=>7, "text"=>"The security measures you choose to implement will depend on the sensitivity of the data being stored. Data can be protected by limiting physical access to hard drives and file servers on which it is stored, by storing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting data files.
\r\nSharing sensitive data via email and cloud storage services such as Dropbox is not recommended, since the security of these services cannot be trusted. Read more about security at the UBC Library Research Data Website
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>5072, "title"=>"Data Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).
", "number"=>4, "phase_id"=>804, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>17269, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?\r\n", "default_value"=>nil, "number"=>1, "section_id"=>5072, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>14625, "question_id"=>17269, "org_id"=>7, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a ‘living will’ for the data, that is, a plan describing how future researchers will have continued access to the data.
\r\nIf you need assistance locating a suitable data repository or archive, please contact research.data@ubc.ca or your subject librarian
\r\nUBC researchers can deposit datasets in UBC Dataverse @Scholars Portal, including ones with complex formats such as those produced by SPSS, R or SAS. For help, please contact research.data@ubc.ca
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>17268, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, and inclusion of supporting documentation.\t\r\n", "default_value"=>nil, "number"=>2, "section_id"=>5072, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>14624, "question_id"=>17268, "org_id"=>7, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats such as text (‘.txt’) and comma-separated (‘.csv’), are considered preservation-friendly. The UK Data Archive provides a useful table of file formats for various types of data. Keep in mind that files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>5073, "title"=>"Data Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.
", "number"=>5, "phase_id"=>804, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>17270, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final). ", "default_value"=>nil, "number"=>1, "section_id"=>5073, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>14626, "question_id"=>17270, "org_id"=>7, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
\r\nProcessed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
\r\nAnalyzed data are the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
\r\nFinal data are processed data that have, if needed, been converted into a preservation-friendly format.
\r\nConsider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>17271, "text"=>"If the way you store and share data during your research project differs from how you will preserve your data long-term, include a brief description of any resources needed to share your data (equipment, systems, expertise, etc.).\r\n", "default_value"=>nil, "number"=>2, "section_id"=>5073, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>14627, "question_id"=>17271, "org_id"=>7, "text"=>"It’s possible that the data repository you've selected provides long-term preservation but does not meet your needs in terms of short- or medium-term data sharing and access. For instance, you may need exploration and analysis tools that the long-term archive does not provide. In addition, the long-term archive may not provide flexible authenticated-access options. Also consider if the repository supports metadata standards commonly used by researchers in your field.
\r\nIn some instances, you may want to use another (or additional) repository or platform to share your dataset. Please contact research.data@ubc.ca or your subject librarian to discuss options for data sharing.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>17272, "text"=>"Have you considered what type of end-user license to include with your data?\r\n", "default_value"=>nil, "number"=>3, "section_id"=>5073, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>14628, "question_id"=>17272, "org_id"=>7, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, do include a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
\r\nThere are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons’ CC0.
\r\nRead more about data licensing: UBC Library Research Data Management Website
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>17273, "text"=>"What steps will be taken to help the research community know that your data exists?\r\n", "default_value"=>nil, "number"=>4, "section_id"=>5073, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>14629, "question_id"=>17273, "org_id"=>7, "text"=>"Where you share your data depends on the complexity and size of your data. Smaller, low-risk datasets can be shared via institutional or disciplinary repositories and project websites. Larger datasets or datasets with more stringent security requirements cannot be easily transferred over the Internet. Read more about sharing data at the UBC Library Research Data Website
\r\nResearchers at UBC can deposit datasets in UBC Dataverse @Scholars Portal (and get a DOI) for complex data formats such as those produced by SPSS, R or SAS, or even for basic data formats such as Excel. For large datasets, please contact research.data@ubc.ca
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>5074, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the ‘what’ and ‘how’ of operationally supporting data across the research lifecycle. Data stewardship focuses on ‘who’ is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.
", "number"=>6, "phase_id"=>804, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>17274, "text"=>"Identify who will be responsible for managing this project’s data during and after the project and the major data management tasks for which they will be responsible.\t", "default_value"=>nil, "number"=>1, "section_id"=>5074, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>14630, "question_id"=>17274, "org_id"=>7, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the time frame associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>17275, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>5074, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>14631, "question_id"=>17275, "org_id"=>7, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a Graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>17276, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>5074, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>14632, "question_id"=>17276, "org_id"=>7, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>5075, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected throughout the research lifecycle from disclosure, harmful use, or inappropriate linkages with other personal data.
It’s recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.
Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency’s policy on research data.
\r\nSharing sensitive data via email and cloud storage services such as Dropbox is not recommended, since the security of these services cannot be trusted. Read more about security at the UBC Library Research Data Website
\r\nRestrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>17278, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?\r\n", "default_value"=>nil, "number"=>2, "section_id"=>5075, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>14634, "question_id"=>17278, "org_id"=>7, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources. Read more about security at the UBC Library Research Data Website
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>17279, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>5075, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>14635, "question_id"=>17279, "org_id"=>7, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution’s privacy officer or research services office. UBC Research Ethics Boards are central to the research process.
\r\nInclude here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) +Template.create!({"id"=>1084, "title"=>"CEOS Template - Draft", "description"=>nil, "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>0, "customization_of"=>22, "family_id"=>1404922468, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Template.create!({"id"=>1252, "title"=>"Ocean Data Management Plan", "description"=>"A DMP template created by members of the Community of Practice for Ocean Data Management that is tailored to researchers working with ocean-related data.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>0, "customization_of"=>28, "family_id"=>1207334257, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>1250, "title"=>"Oceans Data Management Plan", "description"=>"| \r\n A DMP template created by members of the Community of Practice for Ocean Data Management that is tailored to researchers working with ocean-related data. \r\n | \r\n
Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>26473, "text"=>"What file formats will your data be collected in? Do these formats allow for data re-use, sharing and long-term access? E.g., are file formats proprietary or open source?", "default_value"=>nil, "number"=>2, "section_id"=>8061, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>23117, "question_id"=>26473, "org_id"=>31, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Archive.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>26474, "text"=>"What are the anticipated storage requirements of your project?", "default_value"=>nil, "number"=>3, "section_id"=>8061, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>23118, "question_id"=>26474, "org_id"=>31, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
\r\nIf you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>8062, "title"=>"Data Quality", "description"=>nil, "number"=>2, "phase_id"=>1250, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>26475, "text"=>"How will data quality be assured and controlled? ", "default_value"=>nil, "number"=>1, "section_id"=>8062, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>23119, "question_id"=>26475, "org_id"=>31, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Archive.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>26476, "text"=>"What provisions are in place for data security including data recovery, backup, secure storage, transfer of data, and version control? ", "default_value"=>nil, "number"=>2, "section_id"=>8062, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>23120, "question_id"=>26476, "org_id"=>31, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\n\r\n
Data may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Archive.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>26477, "text"=>"What standards or applications (e.g., notebooks) are you using to help to structure, name and version control your files? ", "default_value"=>nil, "number"=>3, "section_id"=>8062, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Section.create({"id"=>8063, "title"=>"Metadata Standards", "description"=>nil, "number"=>3, "phase_id"=>1250, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>26478, "text"=>"What elements in the metadata and other supporting documentation are needed to ensure that data is read and interpreted correctly in the future? ", "default_value"=>nil, "number"=>1, "section_id"=>8063, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>23121, "question_id"=>26478, "org_id"=>31, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>26479, "text"=>"What specific standard(s) are being used for metadata? ", "default_value"=>nil, "number"=>2, "section_id"=>8063, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>23122, "question_id"=>26479, "org_id"=>31, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>8064, "title"=>"Preservation/Access", "description"=>nil, "number"=>4, "phase_id"=>1250, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>26480, "text"=>"What data will you be publicly sharing and in what form?", "default_value"=>nil, "number"=>1, "section_id"=>8064, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>23123, "question_id"=>26480, "org_id"=>31, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
\r\nProcessed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
\r\nAnalyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
\r\nFinal data are processed data that have, if needed, been converted into a preservation-friendly format.
\r\nConsider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>26481, "text"=>"When will the data be made available for re-use? If an embargo period is requested specify why and how long this will apply, bearing in mind that data should be made available as soon as possible.", "default_value"=>nil, "number"=>2, "section_id"=>8064, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>26482, "text"=>"What type of end-user license to include with your data? E.g., CC-BY ", "default_value"=>nil, "number"=>3, "section_id"=>8064, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>23124, "question_id"=>26482, "org_id"=>31, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
\r\nThere are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
\r\nRead more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>26483, "text"=>"Where will you deposit data for long term preservation and access? E.g., Dryad, Zenodo, Figshare, University-specific repository, etc.", "default_value"=>nil, "number"=>4, "section_id"=>8064, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>23125, "question_id"=>26483, "org_id"=>31, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
\r\nIf you need assistance locating a suitable data repository or archive, please contact your Library.
\r\nre3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>26484, "text"=>"What steps will be taken to help the research community know that your data exists? E.g., what metadata catalog will you use to increase discoverability?", "default_value"=>nil, "number"=>5, "section_id"=>8064, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>23126, "question_id"=>26484, "org_id"=>31, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
\r\nHow will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
\r\nOne of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
\r\nContact your Library for assistance in making your dataset visible and easily accessible.
\r\nReused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>8065, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>5, "phase_id"=>1250, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>26485, "text"=>"Will approval from your University’s research ethics board be required? If you are unsure, please review the Tri-Council Policy Statement on Ethical Conduct for Research Involving Humans.", "default_value"=>nil, "number"=>1, "section_id"=>8065, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>26486, "text"=>"Are there any legal, ethical or intellectual property issues with sharing data? Please describe", "default_value"=>nil, "number"=>2, "section_id"=>8065, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>23127, "question_id"=>26486, "org_id"=>31, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
\r\nReused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
\r\nRestrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>26487, "text"=>"If applicable, how will sensitive data be securely managed and accessible only to project members? Does ethics alone address this, or are non-disclosure agreements required?", "default_value"=>nil, "number"=>3, "section_id"=>8065, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>26488, "text"=>"If applicable, what steps need to be taken before publicly releasing data? E.g., anonymization/de-personalization of data.", "default_value"=>nil, "number"=>4, "section_id"=>8065, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Section.create({"id"=>8066, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>6, "phase_id"=>1250, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>26489, "text"=>"Identify who will be responsible for managing the project’s data and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>8066, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>23128, "question_id"=>26489, "org_id"=>31, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
\r\nIndicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>26490, "text"=>"What resources will you require to implement your data management plan? (E.g., training, storage space, and large data transfer capabilities). If applicable, try to estimate the costs associated with data management and build these into your project’s budget.", "default_value"=>nil, "number"=>2, "section_id"=>8066, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>23129, "question_id"=>26490, "org_id"=>31, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) +Template.create!({"id"=>1552, "title"=>"NRC Data Management Plan template Draft", "description"=>"The planning phases of NRC research projects must incorporate the development of a data management plan (DMP), which outlines the research/science data that will be generated or collected over the course of the project, relevant metadata, storage environment, security considerations, and plans for data archiving/disposition upon project completion. The DMP Template for the National Research Council Canada (NRC) is a streamlined, effective online tool for data planning. Consult the Guidelines to creating a Data Management plan (DMP, available on MyZone.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>0, "customization_of"=>33, "family_id"=>2045178664, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>1549, "title"=>"DMP Questionnaire", "description"=>"The DMP questionnaire template follows best practices in data stewardship and walks researchers step-by-step through key questions about data management.
", "number"=>1, "template_id"=>1552, "modifiable"=>false, "versionable_id"=>nil}) +Section.create({"id"=>10078, "title"=>"Project Information", "description"=>"The section is to provide an overview of the research project taken from project planning documents, ethics application or other document as appropriate. It includes questions regarding security, privacy and ethics and legal compliance.
", "number"=>1, "phase_id"=>1549, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>32715, "text"=>"Name of project or sub-project and project number (if applicable).", "default_value"=>nil, "number"=>1, "section_id"=>10078, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28931, "question_id"=>32715, "org_id"=>39, "text"=>"Example: Oil Sands Monitoring
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>32716, "text"=>"Please provide an outline description of the research project and the intended products of the research.", "default_value"=>nil, "number"=>2, "section_id"=>10078, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28932, "question_id"=>32716, "org_id"=>39, "text"=>"Scope of project or sub-project. Describe the types of data and products that will be generated in the research, such as images of astronomical objects, spectra, data tables, time series, theoretical formalisms, computational strategies, software, and curriculum materials.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>32717, "text"=>"Please provide details of the project timelines.", "default_value"=>nil, "number"=>3, "section_id"=>10078, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28933, "question_id"=>32717, "org_id"=>39, "text"=>"Duration in Years; Months
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>32718, "text"=>"Principal Investigator(s)", "default_value"=>nil, "number"=>4, "section_id"=>10078, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28934, "question_id"=>32718, "org_id"=>39, "text"=>"Who is the project lead?
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>32719, "text"=>"Identify collaborating Agencies/Organizations.", "default_value"=>nil, "number"=>5, "section_id"=>10078, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28935, "question_id"=>32719, "org_id"=>39, "text"=>"List any collaborating agencies and organizations, if applicable.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>32720, "text"=>"Identify who will be responsible for managing this project’s data during and after the project.\t", "default_value"=>nil, "number"=>6, "section_id"=>10078, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28936, "question_id"=>32720, "org_id"=>39, "text"=>"Your data management plan identifies important data activities in your project. Identify who will be responsible -- this could be the project lead or other individual(s) and service units -- for carrying out the responsibilities association with data acquisition, processing, quality control, documentation, and preservation.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>32721, "text"=>"If applicable, identify the data sharing agreement, Memorandum of Understanding, or Memorandum of Agreement that defines roles and responsibilities for data collection and/or sharing.", "default_value"=>nil, "number"=>7, "section_id"=>10078, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28937, "question_id"=>32721, "org_id"=>39, "text"=>"Before research is initiated, it is important to determine who owns the data. Collaborators entering into arrangements, particularly regarding publication, should be aware of expectations, obligations, rights and roles of all parties with respect to data release. A clear understanding of how the data will be distributed and shared should be established in the early stages of collaboration.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>32722, "text"=>"What resources will you require to implement your data management plan? ", "default_value"=>nil, "number"=>8, "section_id"=>10078, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28938, "question_id"=>32722, "org_id"=>39, "text"=>"What do you estimate the overall cost for data management to be?
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>10079, "title"=>"Plan and acquire", "description"=>"The section is to provide an overview of the data that is to be collected, acquired and/or generated and addresses questions pertaining to security, privacy and ethics and legal compliance. The data management plan should consider the origins of the data and ensure that proper procedures to manage the data are in place.
", "number"=>2, "phase_id"=>1549, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>32723, "text"=>"What types of data will you collect, create, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>10079, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28939, "question_id"=>32723, "org_id"=>39, "text"=>"Examples: Images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>32724, "text"=>"Will this project use existing data? ", "default_value"=>nil, "number"=>2, "section_id"=>10079, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28940, "question_id"=>32724, "org_id"=>39, "text"=>"Considering answering the following questions: Where did the existing dataset(s) from from? Is that data published or publicly available? Will the project use contracted datasets (data from external sources?) If yes, will you be able to store a local copy of the contracted data?
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>32725, "text"=>"What systems are to be used to collect the data? What file formats will your electronic data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>3, "section_id"=>10079, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28941, "question_id"=>32725, "org_id"=>39, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: Open Data 101 &
Guidelines on File Formats for Transferring Information Resources of Enduring Value.
Any IT related items not listed on the \"Restricted IT Product List\" can be procured directly by the CBI, to a maximum of up to $500.
Items on the \"Restricted IT Product List\" must be ordered through the IT Hardware and Software order Application page.
If you have questions about your IT requirements, contact the Client Service Centre.
For example, data may be categorized as follows: Confidentiality is Protected B
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>32728, "text"=>"Has a statement of sensivity (SOS) been conducted? Is the research project responsible for controlled Goods data and/or ITAR Data?", "default_value"=>nil, "number"=>6, "section_id"=>10079, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28944, "question_id"=>32728, "org_id"=>39, "text"=>"NRC is mandated to maintain positive control of its sensitive inventory, including all controlled goods and ITAR goods and technologies, including data, held by NRC. The controlled Goods/ITAR default sensitivity level is Protected B, unless related to a classified project.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>32729, "text"=>"Are you collecting personal information?", "default_value"=>nil, "number"=>7, "section_id"=>10079, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28945, "question_id"=>32729, "org_id"=>39, "text"=>"A Privacy Impact Assessment (PIA) document is required when collecting personal information. The Privacy Impact Assessment (PIA) is the component of risk management that focuses on ensuring compliance with the legal and policy requirements related to the administration of the Privacy Act. The PIA process also confirms that personal information under the control of NRC is complete, accurate and up to date, and reported in the annual Info Source publication.
\r\nSee also Guidelines on Privacy Breaches on Myzone.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>32730, "text"=>"Is ethics approval required and has it been obtained?", "default_value"=>nil, "number"=>8, "section_id"=>10079, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28946, "question_id"=>32730, "org_id"=>39, "text"=>"NRC employees are committed to pursuing excellence in research by meeting the highest standards for ethics and integrity.
\r\nAll research involving human participants with which NRC is involved should comply with the NRC Policy for research involving human participants and, as required by the Policy, shall be carried out with the approval of NRC’s Research Ethics Board.
\r\nFor more information, consult the Research involving human participants webpage.
\r\nNRC is committed to high ethical standards in research involving animals. This commitment is based on the understanding that using animals in research is acceptable only if results can reasonably be expected to contribute to the understanding of fundamental biological principles, or develop knowledge that benefits humans or animals.
\r\nTo maintain its high standards, NRC has created local Animal Care Committees (ACCs) to review and approve research protocols in each portfolio, branch or program which conducts research involving animals.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>10080, "title"=>"Describe and manage quality", "description"=>"The section addresses issues such as standards, naming conventions, and data organisation – factors that will improve the usability of your data and contribute to the success of your project.
", "number"=>3, "phase_id"=>1549, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>32731, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized? ", "default_value"=>nil, "number"=>1, "section_id"=>10080, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28947, "question_id"=>32731, "org_id"=>39, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called ‘version control’. Logical file structures, informative naming conventions, and clear indications of file versions all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: Using naming conventions to organize your information. Organizing your information resources.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>32732, "text"=>"How will the data (derived, raw and unpublished data files) be documented for future usefulness?", "default_value"=>nil, "number"=>2, "section_id"=>10080, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28948, "question_id"=>32732, "org_id"=>39, "text"=>"Will the raw data be accompagnied by supporting documents (i.e. fieldbooks), standardized logs, and/or standardize operating procedures. Typically, good documentation includes information about the project, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Consider how you will capture this information and where it will be recorded. It is best to start preparing data documentation and metadata procedures well in advance of data collection and analysis in order to avoid inaccuracies, inconsistencies, or loss of information in the capture and processing of data, and especially after the project has been completed (e.g. data collectors code data and upload to database with headers, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>32733, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>10080, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28949, "question_id"=>32733, "org_id"=>39, "text"=>"Quality metadata are essential for making research data findable, and for the systems that use or mine the data. Standards are diverse and vary across disciplines, but metadata generally state who created the data and when, and include information on how the data were created, their quality, accuracy and precision, as well as other features necessary to enable understanding and reuse.
These standards are often based on language-independent data formats such as XML, RDF, and JSON. (e.g. ISO 15836-1:2017, the Dublin Core metadata element set establishes 15 core metadata elements for cross-domain resource description).
The section describes how research data will be stored and backed up throughout and beyond a research project. Appropriate storage and backup not only helps protect research data, but also facilitates appropriate access by current and future project team members and researchers. Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).
", "number"=>4, "phase_id"=>1549, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>32734, "text"=>"How and where will your data be stored and backed up during your research project (e.g. laboratory server, HPC site, Cloud services, Specialized Research Equipment (SRE))?", "default_value"=>nil, "number"=>1, "section_id"=>10081, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28950, "question_id"=>32734, "org_id"=>39, "text"=>"Storing data on flash drives, laptops, computers, or external hard drives without a regular backup procedure is not recommended, because they are subject to hardware failure, viruses, file corruption, theft, loss, and human error.
Using software which automatically backs up your data and keeps it synchronized with a master copy is recommended.
See more about where to store your information on MyZone.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>32735, "text"=>"If applicable, where are hardcopy notebooks and physical samples going to be physically stored?", "default_value"=>nil, "number"=>2, "section_id"=>10081, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>32736, "text"=>"If your data is not on a network server, how often will backups be performed?", "default_value"=>nil, "number"=>3, "section_id"=>10081, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28951, "question_id"=>32736, "org_id"=>39, "text"=>"Who will be responsible for backups and how long are they going to be kept?
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>32737, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>4, "section_id"=>10081, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28952, "question_id"=>32737, "org_id"=>39, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time. If your data will be changing frequently, provide an estimate of how much extra storage will be required to store multiple versions. If you are collecting data over a long period of time (e.g. several months or years), describe your plan for adding additional storage to accommodate data growth. If you plan to retain your data after the research project, describe how long-term storage will be achieved.
\r\nContact Client Service Centre for more information about storage solutions.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>32738, "text"=>"If applicable, how will you ensure that sensitive data is stored securely and only accessible to the research team and other collaborators throughout the project?", "default_value"=>nil, "number"=>5, "section_id"=>10081, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28953, "question_id"=>32738, "org_id"=>39, "text"=>"All NRC employees are responsible for protecting sensitive NRC information (personal data, commercially confidential information, intellectual property, classified information, etc.) in accordance with the requirements of the NRC Information Security Guide. The security measures implemented will depend on the sensitivity of the data being stored. Data can be protected by limiting physical access to hard drives and file servers on which it is stored, by storing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting data files.
\r\nFor more information, see the Information security guide on MyZone.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>32739, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, and inclusion of supporting documentation.\t", "default_value"=>nil, "number"=>6, "section_id"=>10081, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28954, "question_id"=>32739, "org_id"=>39, "text"=>"Identify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>32740, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>7, "section_id"=>10081, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28955, "question_id"=>32740, "org_id"=>39, "text"=>"The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. NRC researchers can deposit datasets in NRC's Digital Repository, for more information please contact IM-GI@nrc-cnrc.gc.ca.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>10082, "title"=>"Data sharing and access", "description"=>"The section describes how data will be shared, internally and externally, and rendered accessible. “Open” principles are to be applied where appropriate and to the greatest extent possible.
", "number"=>5, "phase_id"=>1549, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>32741, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final). ", "default_value"=>nil, "number"=>1, "section_id"=>10082, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28956, "question_id"=>32741, "org_id"=>39, "text"=>"Consider which data may need to be shared in order to meet partner or policy requirements, and which data may be restricted because of confidentiality/privacy issue.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>32745, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>2, "section_id"=>10082, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>32742, "text"=>"How will you be sharing your data? (e.g. a specialized data archive, project website, informal/on-request sharing etc). ", "default_value"=>nil, "number"=>3, "section_id"=>10082, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28957, "question_id"=>32742, "org_id"=>39, "text"=>"KITS is responsible for establishing NRC information and data release criteria, in partnership with business leads across the organization. As an employee of NRC, when you create, edit, receive or plan to send any data, document, record or information to a colleague, client or other recipient, you must ensure that you securely transmit and store that information. Please include a brief description of any resources needed to share your data (e.g. equipment, systems)
For more information, see Sharing information guidelines on MyZone.
“Open” principles are applied where appropriate and to the greatest extent possible. To facilitate knowledge-sharing and re-use of information assets within the NRC organization, business units should only restrict access to their information where there are risks associated with internal sharing. In accordance with Government of Canada open government/open science requirements, NRC applies release criteria to identify information and data sets that can be made publicly available for access and re-use. Where there are restrictions on the use of the data, the reasons for these restrictions must be explained in the metadata. Information must describe how to gain controlled access to the data if possible (e.g., contact information, access terms, access agreement templates, data request forms, etc.)
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>32744, "text"=>"What type of end-user license will you include with your data, if applicable? Please include a copy of this license with your Data Management Plan. ", "default_value"=>nil, "number"=>5, "section_id"=>10082, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>28959, "question_id"=>32744, "org_id"=>39, "text"=>"In accordance with Government of Canada open government/open science requirements, NRC applies release criteria to identify information and data sets that can be made publicly available for access and re-use. Where there are restrictions on the use of the data, employees should endeavour to use standard agreements wherever possible.
", "type"=>"guidance", "versionable_id"=>nil}) +Template.create!({"id"=>1571, "title"=>"Université de Montréal", "description"=>"Université de Montréal
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>0, "customization_of"=>43, "family_id"=>1466970407, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>1568, "title"=>"Questions", "description"=>nil, "number"=>1, "template_id"=>1571, "modifiable"=>false, "versionable_id"=>nil}) +Section.create({"id"=>10207, "title"=>"Collecte de données", "description"=>nil, "number"=>1, "phase_id"=>1568, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>33110, "text"=>"Quels types de données allez-vous recueillir, créer, lier, acquérir ou enregistrer?", "default_value"=>nil, "number"=>1, "section_id"=>10207, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>29289, "question_id"=>33110, "org_id"=>32, "text"=>"\r\n
| \r\n Pour plus d’information sur la gestion des données de recherche (GDR) en général, consultez le guide sur la GDR des Bibliothèques de l’Université de Montréal. \r\nN’hésitez pas à contacter un bibliothécaire à gdr@bib.umontreal.ca. \r\n | \r\n
Des informations sur le format des fichiers se trouvent dans le guide sur la GDR.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>33112, "text"=>"Quelles conventions et procédures utiliserez-vous pour structurer et nommer vos fichiers et en contrôler les versions afin de vous aider, ainsi que les utilisateurs potentiels, à mieux comprendre la façon dont vos données sont organisées?\r\n", "default_value"=>nil, "number"=>3, "section_id"=>10207, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>29291, "question_id"=>33112, "org_id"=>32, "text"=>"Le Centre d’expertise numérique pour la recherche (CEN-R) peut vous aider à structurer et à nommer vos fichiers. Pour contacter le centre : info@cen.umontreal.ca.
\r\nDes informations sur le nommage de fichiers et la gestion des versions se trouvent dans le guide sur la GDR.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>10208, "title"=>"Documentation et métadonnées", "description"=>nil, "number"=>2, "phase_id"=>1568, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>33113, "text"=>"Quels documents seront nécessaires pour que les données soient lues et interprétées correctement dans le futur?", "default_value"=>nil, "number"=>1, "section_id"=>10208, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>29292, "question_id"=>33113, "org_id"=>32, "text"=>"Des informations de base se trouvent dans le guide sur la GDR.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>33114, "text"=>"Comment vous assurerez-vous de documenter le projet de façon systématique tout au long du processus?", "default_value"=>nil, "number"=>2, "section_id"=>10208, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>29293, "question_id"=>33114, "org_id"=>32, "text"=>"Concernant les cahiers de laboratoires dans certaines disciplines, des informations se trouvent dans le guide sur la GDR.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>33115, "text"=>"Si vous utilisez une norme de métadonnées ou des outils pour documenter et décrire vos données, veuillez les indiquer ici.\r\n", "default_value"=>nil, "number"=>3, "section_id"=>10208, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>29294, "question_id"=>33115, "org_id"=>32, "text"=>"Des informations sur les métadonnées se trouvent dans le guide sur la GDR.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>10209, "title"=>"Stockage et sauvegarde", "description"=>nil, "number"=>3, "phase_id"=>1568, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>33116, "text"=>"Quels sont les besoins de stockage anticipés pour votre projet en matière d'espace (en mégaoctets, gigaoctets, téraoctets, etc.) et de durée de stockage?", "default_value"=>nil, "number"=>1, "section_id"=>10209, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>29295, "question_id"=>33116, "org_id"=>32, "text"=>"Le CEN-R et les Technologies de l'information (TI) peuvent vous aider à établir vos besoins en termes de stockage.
\r\nPour contacter le CEN-R : info@cen.umontreal.ca.
\r\nPour contacter les TI, utilisez ce formulaire.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>33117, "text"=>"Comment vos données seront-elles stockées et sauvegardées pendant votre projet de recherche et à quel endroit le seront-elles?", "default_value"=>nil, "number"=>2, "section_id"=>10209, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>29296, "question_id"=>33117, "org_id"=>32, "text"=>"Calcul Québec offre un service de stockage de données à tout chercheur admissible aux subventions des conseils de recherche canadiens.
\r\nComme membre de la communauté universitaire UdeM, vous disposez d’un espace de stockage d’un téraoctet sur OneDrive Entreprise.
\r\nLes TI offrent également un service payant d’hébergement de serveur, virtuel ou non, de même que des conseils pour l’acquisition d’un serveur et pour mettre en place une stratégie de cryptage (utiliser ce formulaire pour les contacter).
\r\nDes informations sur le stockage et la sauvegarde des données se trouvent dans le guide sur la GDR.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>33118, "text"=>" Comment l'équipe de recherche et d'autres collaborateurs pourront-ils accéder aux données, modifier celles-ci ou en ajouter de nouvelles tout au long du projet?", "default_value"=>nil, "number"=>3, "section_id"=>10209, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>29297, "question_id"=>33118, "org_id"=>32, "text"=>"\r\n
| \r\n Le CEN-R peut vous aider à mettre en place une stratégie de collaboration et de sécurité. Pour contacter le centre: info@cen.umontreal.ca. \r\nPour des conseils sur les données sensibles, contactez un conseiller en éthique au Bureau de la conduite responsable en recherche (BCRR). \r\n | \r\n
Des informations sur les dépôts de données se trouvent dans le guide sur la GDR.Pour des données de recherche en format imprimé ou sur autre support analogique, contactez la Division de la gestion de documents et des archives (DGDA) de l’UdeM pour discuter des possibilités.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>33120, "text"=>"Indiquez comment vous assurerez que vos données sont prêtes pour la conservation. À prendre en considération: formats de fichier appropriés pour la conservation mais qui préservent l'intégrité des données; anonymisation et dépersonnalisation des fichiers, y compris les fichiers de documentation. ", "default_value"=>nil, "number"=>2, "section_id"=>10210, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>29299, "question_id"=>33120, "org_id"=>32, "text"=>"Des informations sur le format des fichiers se trouvent dans le guide sur la GDR.
\r\nPour des conseils sur les données sensibles, contactez un conseiller en éthique au BCRR.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>10211, "title"=>"Partage et réutilisation", "description"=>nil, "number"=>5, "phase_id"=>1568, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>33121, "text"=>" Quelles données partagerez-vous et sous quelle forme? (p. ex. données brutes, traitées, analysées, définitives)", "default_value"=>nil, "number"=>1, "section_id"=>10211, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>29300, "question_id"=>33121, "org_id"=>32, "text"=>"\r\n
| \r\n Des informations sur le partage des données se trouvent dans le guide sur la GDR. \r\nPour des conseils sur les données sensibles, contactez un conseiller en éthique au BCRR. \r\n | \r\n
Des informations sur les licences de diffusion se trouvent dans le guide sur la GDR.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>33123, "text"=>"Quelles mesures seront prises pour faire connaître l'existence de vos données au milieu de la recherche?", "default_value"=>nil, "number"=>3, "section_id"=>10211, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Section.create({"id"=>10212, "title"=>"Responsabilités et ressources", "description"=>nil, "number"=>6, "phase_id"=>1568, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>33124, "text"=>"Identifiez qui sera responsable de la gestion des données de ce projet pendant et après le projet ainsi que les principales tâches associées à ces responsabilités.", "default_value"=>nil, "number"=>1, "section_id"=>10212, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>33125, "text"=>"De quelle façon les responsabilités relatives à la gestion des données seront-elles gérées si des changements importants surviennent au sein du personnel qui supervise les données du projet, y compris un changement de chercheur principal?", "default_value"=>nil, "number"=>2, "section_id"=>10212, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>33126, "text"=>"De quelles ressources aurez-vous besoin pour mettre en œuvre votre plan de gestion des données? À combien évaluez-vous le coût total de la gestion des données?", "default_value"=>nil, "number"=>3, "section_id"=>10212, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>29302, "question_id"=>33126, "org_id"=>32, "text"=>"Le CEN-R peut vous aider à déterminer les coûts d’infrastructure nécessaires à votre recherche. Pour contacter le centre : info@cen.umontreal.ca.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>10213, "title"=>"Conformité aux lois et à l'éthique", "description"=>nil, "number"=>7, "phase_id"=>1568, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>33127, "text"=>"Si votre projet comprend des données sensibles, comment vous assurerez-vous qu'il est géré de manière sécuritaire et que les données sont accessibles uniquement aux membres approuvés du projet?", "default_value"=>nil, "number"=>1, "section_id"=>10213, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>29303, "question_id"=>33127, "org_id"=>32, "text"=>"Pour des conseils, contactez un conseiller en éthique au BCRR.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>33128, "text"=>" Le cas échéant, quelles stratégies adopterez-vous pour traiter les utilisations secondaires des données sensibles?", "default_value"=>nil, "number"=>2, "section_id"=>10213, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>29304, "question_id"=>33128, "org_id"=>32, "text"=>"Des informations sur les données sensibles se trouvent dans le guide sur la GDR.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>33129, "text"=>"Comment traiterez-vous les questions d'ordre juridique, éthique et de propriété intellectuelle?", "default_value"=>nil, "number"=>3, "section_id"=>10213, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>29305, "question_id"=>33129, "org_id"=>32, "text"=>"Vous pouvez consulter les politiques de l’UdeM en matière de recherche.
\r\nVous trouverez aussi quelques pistes concernant la propriété intellectuelle des données dans le guide sur la GDR.
\r\nPour des conseils, contactez un conseiller en éthique au BCRR.
\r\nPuis n’hésitez pas à contacter un bibliothécaire à gdr@bib.umontreal.ca pour toute autre question sur la GDR.
", "type"=>"guidance", "versionable_id"=>nil}) +Template.create!({"id"=>1909, "title"=>"University of Guelph Agri-Food Funding Template (Alliance/Food from Thought) ", "description"=>"This simplified data management plan template is focused on preserving and sharing data. The goal is to foster access to and reuse of data generated through projects supported by the Ontario Agri-Food Innovation Alliance (\"the Alliance\") and Food from Thought Initiative. This template helps support the outcome of \"increasing access and sharing of data to facilitate new agri-food and rural research and data analytics to inform decision-making.\"
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>0, "customization_of"=>45, "family_id"=>1044175669, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>1905, "title"=>"University of Guelph Agri-Food Funding DMP (Alliance/Food from Thought) ", "description"=>nil, "number"=>1, "template_id"=>1909, "modifiable"=>false, "versionable_id"=>nil}) +Section.create({"id"=>12405, "title"=>"Data collection", "description"=>"This section addresses data collection considerations to ensure that your data is safely and securely stored and efficiently managed.
", "number"=>1, "phase_id"=>1905, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>39622, "text"=>"What types of data will you collect, create, link to, acquire and/or record as part of this project?", "default_value"=>nil, "number"=>1, "section_id"=>12405, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>35572, "question_id"=>39622, "org_id"=>22, "text"=>"Give a brief description of the project data including data to be generated, collected, or acquired from third-party sources.
\r\nList the data types (e.g. numeric) that will be collected and the formats (e.g. Excel) that will be used during the project.
\r\nEstimate the size (storage space in MB/GB/TB) of the data that will be included in this study.
\r\nProvide a sense of the scope of the study (e.g. number of subjects or sites)
\r\nIndicate where the data will be stored. It is recommended that more than one storage solution be used. Detail security measures that will protect that data throughout the project.
\r\nProvide details of how project files will be organized to ensure usability and findability. Give some consideration to how folders and files will be named for consistency and lack of ambiguity.
\r\nIndicate what metadata and/or documentation will be developed to accompany your data files.
\r\nChecklist of points to cover in your response:
\r\n• overview of data *
• source of data
• data types
• file formats *
• size
• scope
• storage location *
• backup
• data organization
• naming conventions
• metadata, documentation
* Items with an asterisk are essential for an acceptable DMP
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>12406, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).
", "number"=>2, "phase_id"=>1905, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>39623, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>12406, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>35574, "question_id"=>39623, "org_id"=>22, "text"=>"Outline plans for the preservation of your data post-project. Include details such as how long the data will be preserved and the location of where the data will be held (for example, name and URL of repository selected).
\r\nIf only part of the dataset will be preserved/shared, indicate where the remainder of the data will be kept, for what length of time, and who will have access. If destroying data, indicate how you will record and store this information.
\r\nFor researchers opting to preserve their data in the local U of G data repositories, the following language could be copied into the preservation section of the plan:
\r\n“(Raw, processed, analyzed or final) _____ data from this project will be deposited into the Agri-environmental Research Data Repository (https://dataverse.scholarsportal.info/dataverse/ugardr) along with relevant supplemental files through a facilitated deposit process managed by the University of Guelph Library. This (Dataverse) system, hosted in Canada on University of Toronto servers, is maintained and backed up by Scholars Portal according to high quality systems standards as part of a larger network of Canadian repositories. Each project is assigned a unique DOI (digital object identifier) which can be used in reporting, sharing, publishing and journal submissions to provide a permanent link to the location of the data. The PI will determine the level of access available to users and the conditions under which the data can be used by third parties.”
\r\nNOTE: Food from Thought researchers must submit any data related to publications to this repository.
\r\nChecklist of points to cover in your response:
\r\n• repository identified *
• which data will be preserved
• plan for non-preserved data; destruction?
* Items with an asterisk are essential for an acceptable DMP
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>39624, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>12406, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>35576, "question_id"=>39624, "org_id"=>22, "text"=>"If your data has been collected and managed in a proprietary format it should be converted to plain text for preservation.
\r\nInclude documentation, coding and scripts or other material required to replicate results.
\r\nInclude metadata to ensure your data can be interpreted and analyzed appropriately.
\r\nChecklist of points to cover in your response:
\r\n• data transformation *
• supporting documentation
• metadata
* Items with an asterisk are essential for an acceptable DMP
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>12407, "title"=>"Restrictions", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply.
", "number"=>3, "phase_id"=>1905, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>39625, "text"=>"Are you aware of any current or future restrictions on the data used in and/or generated during this project?", "default_value"=>nil, "number"=>1, "section_id"=>12407, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>35577, "question_id"=>39625, "org_id"=>22, "text"=>"Outline any restrictions to data handling, sharing and/or preservation as a result of ethical, legal, or commercial requirements or limitations. Show that you are aware of the issues and have planned accordingly.
\r\nDetails should include reference to specific requirements outlining the entity involved and the nature of the limitation (for example, restrictions on reuse of third-party data). If an embargo is required due to publication or research needs, provide details including length of time data will be restricted.
\r\nChecklist of points to cover in your response:
\r\n• details of restrictions or constraints *
• need for embargo
* Items with an asterisk are essential for an acceptable DMP
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>12408, "title"=>"Sharing and Reuse", "description"=>"The Alliance is committed to supporting the sharing and reuse of data to facilitate new agri-food and rural research. Researchers are encouraged to provide public access to the data deposited where ethical, legal, and commercial requirements allow.
", "number"=>4, "phase_id"=>1905, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>39627, "text"=>"Will you make data from this project available for sharing?", "default_value"=>nil, "number"=>1, "section_id"=>12408, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>35581, "question_id"=>39627, "org_id"=>22, "text"=>"Explain whether you will be sharing your data through the UG data repository or an external data repository. Mention whether an embargo will need to be applied before your data is available for sharing.
\r\nIf your data will be shared in a more limited way (i.e. not openly available to everyone) explain who will have access and why this limitation is necessary.
\r\nIf you are not able to share your data, please explain the constraints that prevent sharing.
\r\nConsideration should be given to selecting an appropriate end-user license for the data. Note that only the intellectual property rights holder(s) can issue a license.
\r\nChecklist of points to cover in your response:
\r\n• decision to share *
• repository identified *
• with whom (openly or selectively shared) *
• licensing of data
* Items with an asterisk are essential for an acceptable DMP
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>39626, "text"=>"If so, what data will you be sharing and in what form? (e.g. raw, processed, analyzed, final)", "default_value"=>nil, "number"=>2, "section_id"=>12408, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>35579, "question_id"=>39626, "org_id"=>22, "text"=>"Explain whether you will be sharing all of your data or only a subset. Explain the reasons. Which version of the data will you share?
\r\nChecklist of points to cover in your response:
\r\n• all data to be shared or subset identified *
• version of data
* Items with an asterisk are essential for an acceptable DMP
", "type"=>"guidance", "versionable_id"=>nil}) +Template.create!({"id"=>2902, "title"=>"UVic DMP Template", "description"=>"This template is a modified version of the generic Portage DMP template, and includes customized guidance for UVic researchers.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>0, "customization_of"=>44, "family_id"=>1755665694, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>2894, "title"=>"Data management questions", "description"=>nil, "number"=>1, "template_id"=>2902, "modifiable"=>false, "versionable_id"=>nil}) +Section.create({"id"=>18662, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organisation – factors that will improve the usability of your data and contribute to the success of your project.
", "number"=>1, "phase_id"=>2894, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>57871, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>18662, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>53787, "question_id"=>57871, "org_id"=>21, "text"=>"Research data are used as primary sources to support technical or scientific enquiry, research, scholarship, or artistic activity, and are used as evidence in the research process and/or are commonly accepted in the research community as necessary to validate research findings and results. Research data may be experimental data, observational data, operational data, third party data, public sector data, monitoring data, processed data, or repurposed data.
\r\nExamples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>57872, "text"=>"What file formats will your data be collected in? \r\n\r\nConsider whether these formats will allow for data re-use, sharing and long-term access to the data. If they do not, will it be possible to convert your data to a more accessible format after collecting the data?\r\n", "default_value"=>nil, "number"=>2, "section_id"=>18662, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>53788, "question_id"=>57872, "org_id"=>21, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
Read more about file formats.
It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
Read more about file naming and version control.
Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.
", "number"=>2, "phase_id"=>2894, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>57874, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>18663, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>53790, "question_id"=>57874, "org_id"=>21, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made in collecting or analyzing the data, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task.
\r\nRead more about documentation.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>57875, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>18663, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>53791, "question_id"=>57875, "org_id"=>21, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>57876, "text"=>"Do you plan to use a metadata standard and/or tools to document and describe your data? If so, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>18663, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>53792, "question_id"=>57876, "org_id"=>21, "text"=>"There are many general and domain-specific metadata standards. Datasets should be described with one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON.
\r\nRead more about metadata standards.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>18664, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers
", "number"=>3, "phase_id"=>2894, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>57877, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>18664, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>53793, "question_id"=>57877, "org_id"=>21, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
\r\nIf you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
\r\nRead more about data storage and security.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>57878, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>18664, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>53794, "question_id"=>57878, "org_id"=>21, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nAt the University of Victoria, University Systems offers a range of services for research computing and data storage. Consult their service catalogue for their complete range of services.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>57879, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>18664, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>53795, "question_id"=>57879, "org_id"=>21, "text"=>"An ideal solution is one that facilitates cooperation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>18666, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).
", "number"=>4, "phase_id"=>2894, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>57883, "text"=>"Where will you deposit your data for long-term storage at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>18666, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>53799, "question_id"=>57883, "org_id"=>21, "text"=>"The issue of data retention and storage should be considered early in the research lifecycle. These decisions can be driven by institutional or external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data, which may influence the choice of data repository.
\r\nUVic Libraries provides access to two institutional repositories, Dataverse and UVicSpace, either of which may be suitable depending on your type of data.
\r\nVarious domain-specific repositories also exist for depositing research data, which may be preferable.
\r\nFor assistance locating a suitable data repository or archive, please contact UVic Libraries.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>57884, "text"=>"Indicate how you will ensure your data is preservation friendly. Consider non-proprietary file formats, ensuring file integrity, and inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>18666, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>53800, "question_id"=>57884, "org_id"=>21, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\n", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>18667, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies and journal publishers now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.
", "number"=>5, "phase_id"=>2894, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>57885, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>18667, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>53801, "question_id"=>57885, "org_id"=>21, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
\r\nProcessed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
\r\nAnalyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
\r\nFinal data are processed data that have, if needed, been converted into a preservation-friendly format. Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/ privacy/ intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>57886, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>18667, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>53802, "question_id"=>57886, "org_id"=>21, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
\r\nThere are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing.
Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
\r\nHow will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
\r\nOne of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings).
Read more about data citation and attribution.
Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data must comply. Protection of sensitive data is of paramount importance and informs many data management practices. In a data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures all sensitive data involving personal information, intellectual property rights, commercial concerns, and other key ethical issues are protected throughout the research lifecycle from disclosure, harmful use, or inappropriate linkages with other identifying data.
\r\nIt is recognized that there may be cases where certain data cannot be made public for various policy or legal reasons. In these instances, consider whether de-identifying your sensitive data is possible and would allow safe sharing. Also consider publishing metadata, without making the data itself openly accessible, which enables restrictions and conditions to be placed on accessing the data.
Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. For research projects involving human participants and human biological materials, these decisions should align with UVic's Human Research Ethics Board requirements.
\r\nThe methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data.
\r\nOutline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about iIntellectual pProperty rRights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
\r\nRestrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>57881, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>18665, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>53797, "question_id"=>57881, "org_id"=>21, "text"=>"For research involving human participants, obtaining the appropriate consent from research participants is an important step in assuring Human Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>57882, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>18665, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>53798, "question_id"=>57882, "org_id"=>21, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office.
\r\nInclude here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>18668, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.
", "number"=>7, "phase_id"=>2894, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>57888, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>18668, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>53804, "question_id"=>57888, "org_id"=>21, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the time frame associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>57889, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>18668, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>53805, "question_id"=>57889, "org_id"=>21, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation).
\r\nDescribe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>57890, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>18668, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>53806, "question_id"=>57890, "org_id"=>21, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) +Template.create!({"id"=>3233, "title"=>"OFI Module E (Ecosystem Indicators)", "description"=>nil, "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>0, "customization_of"=>55, "family_id"=>754134436, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>3221, "title"=>"TITLE", "description"=>nil, "number"=>1, "template_id"=>3233, "modifiable"=>false, "versionable_id"=>nil}) +Section.create({"id"=>20739, "title"=>"Data Summary", "description"=>nil, "number"=>2, "phase_id"=>3221, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>63912, "text"=>"What types of research data will you collect, create, or acquire and modify from external sources for project?", "default_value"=>nil, "number"=>1, "section_id"=>20739, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59722, "question_id"=>63912, "org_id"=>15, "text"=>"ocean temperature/salinity; DNA sequences, acoustic profiles, sediment samples, hydrologic data obtained from NL Water Resources Division, etc.", "type"=>"example_answer", "versionable_id"=>nil}) +Annotation.create({"id"=>59723, "question_id"=>63912, "org_id"=>15, "text"=>"Written description of the information you will be collecting and analyzing for your project. If you are collecting qualitative or social data, please indicate that here as well.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63913, "text"=>"Pertaining to your data inventory (above), what data formats and file types will you use? You are encouraged to avoid proprietary file types whenever possible.", "default_value"=>nil, "number"=>2, "section_id"=>20739, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59724, "question_id"=>63913, "org_id"=>15, "text"=>"tabular data (continuous or otherwise) .csv, .txt, .xlsx; modelled data/outputs as netCDF; geospatial data as shapefiles (.shp), grids (.tif); video / audio / photography stored as open-source formats, .jpg; text documents saved as .txt, .doc, .pdf", "type"=>"example_answer", "versionable_id"=>nil}) +Annotation.create({"id"=>59725, "question_id"=>63913, "org_id"=>15, "text"=>"Description of the files types that will hold the information described in the previous question.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20740, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>3, "phase_id"=>3221, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>63914, "text"=>"Identify who will be responsible for managing this project's data during and after the project. Which major data management tasks will this person or persons be responsible for?", "default_value"=>nil, "number"=>1, "section_id"=>20740, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59726, "question_id"=>63914, "org_id"=>15, "text"=>"the primary researcher (Student Jane) for this project will be responsible for managing the data collection and analysis under the supervision of the advisor, Sue Ziegler. Jane will prepare all tabular data for interpretation, and will share her data with project collaborators via the networked NAS drive that is accessible for all project participants. Sue will oversee all data QA/QC. Jane and Sara will prepare the DMP using the Portage DMP Assistant online; Sue will approve the DMP. At the project completion, Jane will then work with project Data Manager, Sara Jenkins, to prepare the data and metadata for sharing. Sara will upload the metadata and data to identified repositories.", "type"=>"example_answer", "versionable_id"=>nil}) +Annotation.create({"id"=>59727, "question_id"=>63914, "org_id"=>15, "text"=>"See example answer.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63915, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be? Is this built into your current project budget?", "default_value"=>nil, "number"=>2, "section_id"=>20740, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59728, "question_id"=>63915, "org_id"=>15, "text"=>"For example, consider if you will need local or cloud storage for your data, and costs associated with that. If you require specialized support or software to manage your data, consider those costs. If your Module already has support in place, please indicate what/who in the space provided here. If this question was addressed in your grant award, you may wish to reference that document.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63916, "text"=>"Who “owns” or will be responsible for the data generated during the project? Who are the primary authors of research products generating during this project. If there are changes in personnel overseeing the project’s data (including a change in PI) during the project’s life cycle, what will happen to the data?", "default_value"=>nil, "number"=>3, "section_id"=>20740, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59730, "question_id"=>63916, "org_id"=>15, "text"=>"For example, should the PI leave the project, will the data be retained by the broader project personnel at Dalhousie University? What might that transition look like? Who will adopt responsibility for data cleaning and sharing?
", "type"=>"guidance", "versionable_id"=>nil}) +Annotation.create({"id"=>59729, "question_id"=>63916, "org_id"=>15, "text"=>"Researcher Jane is the primary author on products from this research; Jane will include co-authors Professor Sue and Professor Paul; other authors may be added during project lifespan. If Jane does not finish her PhD, Professor Sue will assume responsibility for Jane’s data and primary authorship on future research products", "type"=>"example_answer", "versionable_id"=>nil}) +Section.create({"id"=>20741, "title"=>"Data Documentation and Metadata", "description"=>nil, "number"=>4, "phase_id"=>3221, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>63917, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>1, "section_id"=>20741, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59732, "question_id"=>63917, "org_id"=>15, "text"=>"If you have a standard file naming convention, please outline it here (with examples). If you’d prefer Module E suggest one, please make a note.
", "type"=>"guidance", "versionable_id"=>nil}) +Annotation.create({"id"=>59731, "question_id"=>63917, "org_id"=>15, "text"=>"An example naming convention might include: Proj [3-4 letters]_Sub-Proj [4 letters]_Location_Theme [e.g., chemistry]_Sub-Theme or Analysis_Date [YYYYMMDD]_data state, e.g., OFI_ModE_NAIN_chem_CTD_20190430_RAW.csv to indicate a file containing raw CTD data collected on April 30, 2019 in Nain, NL as part of the OFI Module E project.", "type"=>"example_answer", "versionable_id"=>nil}) +Question.create({"id"=>63918, "text"=>"What metadata standard will be employed to describe your data?", "default_value"=>nil, "number"=>2, "section_id"=>20741, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59733, "question_id"=>63918, "org_id"=>15, "text"=>"Ecological Markup Language (EML) standard; Darwin Core; ISO 19115", "type"=>"example_answer", "versionable_id"=>nil}) +Annotation.create({"id"=>59734, "question_id"=>63918, "org_id"=>15, "text"=>"Ecological Markup Language (EML) standard (https://eml.ecoinformatics.org/); Darwin Core (http://rs.tdwg.org/dwc/); ISO 19115 (https://www.iso.org/standard/26020.html)
\r\nIf no widely recognized standard, it could be an internal OFI project standard (describe here if so).
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63919, "text"=>"What information and metadata elements will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>3, "section_id"=>20741, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59735, "question_id"=>63919, "org_id"=>15, "text"=>"“Stimulus identifiers are saved in MATLAB’s “.mat” format. To understand the dataset, the following information is needed: Animal description (age, gender, rearing condition), recording description (location, type and impedance of electrodes, sampling rates), stimulus description (stimulus class, explanation of stimulus IDs), experimental history, analysis parameters (settings for spike sorting, isolation quality for every single unit). Metadata will be provided as a text document with every file. We follow a standard convention for naming data files that indicates the animal, recording type, and experiment. Text documents will follow the same standard to link them to their corresponding data set. Standards for describing this kind of data are under development by the community.” (source: Johns Hopkins Data Management Services. (2017) “Data Management Planning Questionnaire” Johns Hopkins University Sheridan Libraries. Revised 02/10/2017. http://dms.data.jhu.edu/assistance/guidance-on-writing-data-management-plans)", "type"=>"example_answer", "versionable_id"=>nil}) +Annotation.create({"id"=>59736, "question_id"=>63919, "org_id"=>15, "text"=>"Consider telling the reader which programs will read the raw and processed files, or run compiled analytical code. Which metadata fields contain crucial information to reproduce your work accurately?
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20742, "title"=>"Storage and Backup", "description"=>nil, "number"=>5, "phase_id"=>3221, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>63920, "text"=>"What are the anticipated storage requirements need for your project’s active life cycle, in terms of 1) storage space [# megabytes, gigabytes, terabytes, etc.] and 2) length of time?", "default_value"=>nil, "number"=>1, "section_id"=>20742, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59737, "question_id"=>63920, "org_id"=>15, "text"=>"geochemical datasets and model outputs will comprise approximately 3GB and will be stored by the primary researcher for a minimum of 5 years after project completion. Dalhousie University does not have a policy of data retention, however, it is common to retain data for at least five years: https://www.dal.ca/dept/research-services/responsible-conduct-/research-ethics-/faqs.html. ", "type"=>"example_answer", "versionable_id"=>nil}) +Question.create({"id"=>63921, "text"=>"How and where will your data be stored and backed up during the active project life cycle? Specifically, comment on practices, hardware and software.", "default_value"=>nil, "number"=>2, "section_id"=>20742, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59738, "question_id"=>63921, "org_id"=>15, "text"=>"During the project, data will be stored on the primary researcher’s laptop, secondarily on an external, storage device, and also backed up to department-managed networked storage (this also has a daily networked backup) provided by the Module PI. Local storage on laptops and external hard drives is encrypted. Access to networked storage is managed by the department using a personal log-in and password.", "type"=>"example_answer", "versionable_id"=>nil}) +Question.create({"id"=>63922, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project life cycle?", "default_value"=>nil, "number"=>3, "section_id"=>20742, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59739, "question_id"=>63922, "org_id"=>15, "text"=>"The research group share data through direct transfer via data storage devices. PIs and researchers located on Dalhousie University’s campus can access files stored on the networked storage. For collaborative data editing and sharing, the project has established a SharePoint folder. Within this folder, a systematic subfolder system has been established to help guide project collaborators to data and files that are available for internal sharing, in addition to indicating which files are considered authoritative vs in-progress.", "type"=>"example_answer", "versionable_id"=>nil}) +Question.create({"id"=>63923, "text"=>"Will you require archiving beyond the length of time stated above? What will that archive require in terms of storage type, space, and maintenance?", "default_value"=>nil, "number"=>4, "section_id"=>20742, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59740, "question_id"=>63923, "org_id"=>15, "text"=>"The data will not need to be archived by the PIs at the University beyond the 5-year period mentioned previously.", "type"=>"example_answer", "versionable_id"=>nil}) +Section.create({"id"=>20743, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>6, "phase_id"=>3221, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>63924, "text"=>"Are there agreements in place for Intellectual Property (IP) management for this project?", "default_value"=>nil, "number"=>1, "section_id"=>20743, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59741, "question_id"=>63924, "org_id"=>15, "text"=>"Agreements may include stipulations for data sharing, data transfer, or other agreements between researchers and Universities. For more information, contact the Office of Research Services at Dalhousie University https://www.dal.ca/dept/research-services.html). Please specify the agreements.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63925, "text"=>"Does your study include human information or other sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>20743, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59742, "question_id"=>63925, "org_id"=>15, "text"=>"If no, you may move onto the next section.
\r\nIf yes, please complete all questions below.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63926, "text"=>"How will sensitive data be managed securely during the active research project life cycle? Will non-disclosure agreements be required for researchers or participants?", "default_value"=>nil, "number"=>3, "section_id"=>20743, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59743, "question_id"=>63926, "org_id"=>15, "text"=>"Note: you may need to consult with University research data and ethics professionals to fully answer this question. As well, you may need to consult with Dalhousie University's Office of Research Services (ORS) and Information Technology Services (ITS) to identify protocols for storing, working with, and sharing sensitive information securely.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63927, "text"=>"If any data are to be released publicly, what steps will be taken to ensure anonymization and/or data cleaning?", "default_value"=>nil, "number"=>4, "section_id"=>20743, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59744, "question_id"=>63927, "org_id"=>15, "text"=>"For guidance, please refer to the Dalhousie University Research Ethics resources: https://www.dal.ca/dept/research-services/responsible-conduct-/research-ethics-.html An additional resource is here: https://www.icpsr.umich.edu/icpsrweb/content/deposit/guide/
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20744, "title"=>"Preservation and FAIR Data Sharing", "description"=>nil, "number"=>7, "phase_id"=>3221, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>63928, "text"=>"Which datasets from this project will be shared publicly?", "default_value"=>nil, "number"=>1, "section_id"=>20744, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59745, "question_id"=>63928, "org_id"=>15, "text"=>"We encourage you to share as much of your data as possible, helping to support FAIR data sharing principles (Findable, Accessible, Interoperable, and Reusable; see e.g., Wilkinson, et al., 2016, DOI: 10.1038/sdata.2016.18).
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63929, "text"=>"When will data from this project be shared?", "default_value"=>nil, "number"=>2, "section_id"=>20744, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59746, "question_id"=>63929, "org_id"=>15, "text"=>"When answering this question, be mindful of the OFI Data Management Principles and Policy, as well as your own research group’s goals.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63930, "text"=>"What copyright or license should be applied to these datasets?\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\nNote", "default_value"=>nil, "number"=>3, "section_id"=>20744, "question_format_id"=>4, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +QuestionOption.create({"id"=>129, "question_id"=>63930, "text"=>"All rights Reserved", "number"=>1, "is_default"=>false, "versionable_id"=>nil}) +QuestionOption.create({"id"=>130, "question_id"=>63930, "text"=>"Public Domain", "number"=>2, "is_default"=>false, "versionable_id"=>nil}) +QuestionOption.create({"id"=>131, "question_id"=>63930, "text"=>"CC BY-NC-SA 4.0", "number"=>3, "is_default"=>false, "versionable_id"=>nil}) +QuestionOption.create({"id"=>132, "question_id"=>63930, "text"=>"CC BY-SA 4.0", "number"=>4, "is_default"=>false, "versionable_id"=>nil}) +QuestionOption.create({"id"=>133, "question_id"=>63930, "text"=>"CC BY 4.0", "number"=>5, "is_default"=>false, "versionable_id"=>nil}) +QuestionOption.create({"id"=>134, "question_id"=>63930, "text"=>"Other (please specify)", "number"=>6, "is_default"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59747, "question_id"=>63930, "org_id"=>15, "text"=>"CC BY-NC-SA 4.0
CC BY-SA 4.0
CC BY 4.0
Remember it is also possible to have data and metadata shared and hosted in different repositories; using multiple metadata repositories or finding a metadata repository that is federated with others are both good practices to encourage broader findability and accessibility. If you need guidance, discuss options with your project’s data manager, a University Research Data Librarian, or visit https://www.re3data.org/. Some possible considerations may include: institutional repository, discipline appropriateness, public access, presence/absence of a pay wall, and ability to generate a DOI or ISBN.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63932, "text"=>"Please list any datasets that will be submitted to CIOOS, and to which regional node (Atlantic, Pacific, St. Lawrence) you intended to submit.", "default_value"=>nil, "number"=>5, "section_id"=>20744, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>63933, "text"=>"What metadata catalog(s) will host your metadata (if different than above)?", "default_value"=>nil, "number"=>6, "section_id"=>20744, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Template.create!({"id"=>3234, "title"=>"Dalhousie University Generic Plan", "description"=>nil, "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>0, "customization_of"=>56, "family_id"=>508929996, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>3222, "title"=>"Dalhousie University", "description"=>"This template is based on the generic Portage template. It contains some resources specific to Dalhousie University. Please note there are also resources from external organizations and are for information only.
", "number"=>1, "template_id"=>3234, "modifiable"=>false, "versionable_id"=>nil}) +Section.create({"id"=>20745, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organisation – factors that will improve the usability of your data and contribute to the success of your project.
", "number"=>1, "phase_id"=>3222, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>63934, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>20745, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59749, "question_id"=>63934, "org_id"=>15, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63935, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>20745, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59750, "question_id"=>63935, "org_id"=>15, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service here and here.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63936, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>20745, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59751, "question_id"=>63936, "org_id"=>15, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20746, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse.
Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.
Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63938, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>20746, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59753, "question_id"=>63938, "org_id"=>15, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63939, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>20746, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59754, "question_id"=>63939, "org_id"=>15, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20747, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.
", "number"=>3, "phase_id"=>3222, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>63940, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>20747, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59755, "question_id"=>63940, "org_id"=>15, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time. If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63941, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>20747, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59756, "question_id"=>63941, "org_id"=>15, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nInformation Technology Services (ITS) has information on file sharing and storage resources at Dalhousie University. Further information on storage and backup practices is available from the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63942, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>20747, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59757, "question_id"=>63942, "org_id"=>15, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
\r\nDalhousie University also has resources. Information Technology Services (ITS) has information on file sharing and storage The Office of Research Services (ORS) has information on Protecting Electronically Stored Personally Identifiable Research Data.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20748, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).
", "number"=>4, "phase_id"=>3222, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>63943, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>20748, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59758, "question_id"=>63943, "org_id"=>15, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
\r\nIf you need assistance locating a suitable data repository or archive, please contact the RDM Team at the Dalhousie Libraries. The Dalhousie Libraries has an institutional Dataverse available at Scholars Portal. In addition, The Portage Network also has a good overview of potential repositories.
\r\nre3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63944, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>20748, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59759, "question_id"=>63944, "org_id"=>15, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Archive provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20749, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.
", "number"=>5, "phase_id"=>3222, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>63945, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>20749, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59760, "question_id"=>63945, "org_id"=>15, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
\r\nProcessed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
\r\nAnalyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
\r\nFinal data are processed data that have, if needed, been converted into a preservation-friendly format.
\r\nConsider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63946, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>20749, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59761, "question_id"=>63946, "org_id"=>15, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
\r\nThere are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
\r\nRead more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63947, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>20749, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59762, "question_id"=>63947, "org_id"=>15, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
\r\nHow will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
\r\nOne of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
\r\nContact your Library for assistance in making your dataset visible and easily accessible.
\r\nReused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20750, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.
", "number"=>6, "phase_id"=>3222, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>63948, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>20750, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59763, "question_id"=>63948, "org_id"=>15, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63949, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>20750, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59764, "question_id"=>63949, "org_id"=>15, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63950, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>20750, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59765, "question_id"=>63950, "org_id"=>15, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20751, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.
It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.
Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
\r\nReused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
\r\nRestrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63952, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>20751, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59767, "question_id"=>63952, "org_id"=>15, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service. The Office of Research Services (ORS) at Dalhousie University also has Research Ethics resources available.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63953, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>20751, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59768, "question_id"=>63953, "org_id"=>15, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
\r\nInclude here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) +Template.create!({"id"=>3237, "title"=>"Memorial University of Newfoundland", "description"=>"Basic, general-use template for all researchers at Memorial University of Newfoundland.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>0, "customization_of"=>20, "family_id"=>113570505, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>3225, "title"=>"MUN Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3237, "modifiable"=>false, "versionable_id"=>nil}) +Section.create({"id"=>20766, "title"=>"Data Collection ", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organisation – factors that will improve the usability of your data and contribute to the success of your project.
", "number"=>1, "phase_id"=>3225, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>63994, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>20766, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59809, "question_id"=>63994, "org_id"=>16, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63995, "text"=>"In which file formats will your data be collected? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>20766, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59810, "question_id"=>63995, "org_id"=>16, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: MUN Library or UK Data Archive
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63996, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>20766, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59811, "question_id"=>63996, "org_id"=>16, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: MUN Library, UK Data Archive or UBC Library
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20767, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse.
Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.
Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
\r\nIf you would like help determining what type of documentation you should keep, please contact Librarian Alison Farrell
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63998, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>20767, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59813, "question_id"=>63998, "org_id"=>16, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>63999, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>20767, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59814, "question_id"=>63999, "org_id"=>16, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
\r\nFor help with choosing a metadata standard, please contact Librarian Jordan Patterson
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20768, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.
", "number"=>3, "phase_id"=>3225, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64000, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>20768, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59815, "question_id"=>64000, "org_id"=>16, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
\r\nIf you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64001, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>20768, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59816, "question_id"=>64001, "org_id"=>16, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Archive.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64002, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>20768, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59817, "question_id"=>64002, "org_id"=>16, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20769, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).
", "number"=>4, "phase_id"=>3225, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64003, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>20769, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59818, "question_id"=>64003, "org_id"=>16, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
\r\nIf you need assistance locating a suitable data repository or archive, please contact librarian, Alison Farrell.
\r\nre3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64004, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>20769, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59819, "question_id"=>64004, "org_id"=>16, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Archive provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UK Data Archive.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20770, "title"=>"Sharing and reuse", "description"=>"Many Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.
", "number"=>5, "phase_id"=>3225, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64005, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>20770, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59820, "question_id"=>64005, "org_id"=>16, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
\r\nProcessed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
\r\nAnalyzed data are the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
\r\nFinal data are processed data that have, if needed, been converted into a preservation-friendly format.
\r\nConsider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64006, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>20770, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59821, "question_id"=>64006, "org_id"=>16, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
\r\nThere are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
\r\nRead more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64007, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>20770, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59822, "question_id"=>64007, "org_id"=>16, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
\r\nHow will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
\r\nOne of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
\r\nContact Librarian, Alison Farrell, for assistance in making your dataset visible and easily accessible.
\r\nReused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20771, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.
", "number"=>6, "phase_id"=>3225, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64008, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>20771, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59823, "question_id"=>64008, "org_id"=>16, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64009, "text"=>"\r\n \r\nHow will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>20771, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59824, "question_id"=>64009, "org_id"=>16, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64010, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>20771, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59825, "question_id"=>64010, "org_id"=>16, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20772, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.
It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.
Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
\r\nReused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
\r\nRestrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64012, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>20772, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59827, "question_id"=>64012, "org_id"=>16, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Archive
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64013, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>20772, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59828, "question_id"=>64013, "org_id"=>16, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with Memorial's privacy officer or research services office. Research Ethics Boards are central to the research process.
\r\nInclude here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) +Template.create!({"id"=>3238, "title"=>"OFI Module E (Ecosystem Indicators)", "description"=>"This is a template for OFI Module E (Ecosystem Indicators for Changing Oceans) projects.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>0, "customization_of"=>54, "family_id"=>1184560706, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>3226, "title"=>"OFI Module E DMP", "description"=>nil, "number"=>1, "template_id"=>3238, "modifiable"=>false, "versionable_id"=>nil}) +Section.create({"id"=>20773, "title"=>"Data Summary ", "description"=>nil, "number"=>2, "phase_id"=>3226, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64014, "text"=>"What types of research data will you collect, create, or acquire and modify from external sources for project?", "default_value"=>nil, "number"=>1, "section_id"=>20773, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59829, "question_id"=>64014, "org_id"=>16, "text"=>"ocean temperature/salinity; DNA sequences, acoustic profiles, sediment samples, hydrologic data obtained from NL Water Resources Division, etc.", "type"=>"example_answer", "versionable_id"=>nil}) +Annotation.create({"id"=>59830, "question_id"=>64014, "org_id"=>16, "text"=>"Written description of the information you will be collecting and analyzing for your project. If you are collecting qualitative or social data, please indicate that here as well.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64015, "text"=>"Pertaining to your data inventory (above), what data formats and file types will you use? You are encouraged to avoid proprietary file types whenever possible.", "default_value"=>nil, "number"=>2, "section_id"=>20773, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59831, "question_id"=>64015, "org_id"=>16, "text"=>"tabular data (continuous or otherwise) .csv, .txt, .xlsx; modelled data/outputs as netCDF; geospatial data as shapefiles (.shp), grids (.tif); video / audio / photography stored as open-source formats, .jpg; text documents saved as .txt, .doc, .pdf", "type"=>"example_answer", "versionable_id"=>nil}) +Annotation.create({"id"=>59832, "question_id"=>64015, "org_id"=>16, "text"=>"Description of the files types that will hold the information described in the previous question.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20774, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>3, "phase_id"=>3226, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64016, "text"=>"Identify who will be responsible for managing this project's data during and after the project. Which major data management tasks will this person or persons be responsible for?", "default_value"=>nil, "number"=>1, "section_id"=>20774, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59833, "question_id"=>64016, "org_id"=>16, "text"=>"the primary researcher (Student Jane) for this project will be responsible for managing the data collection and analysis under the supervision of the advisor, Sue Ziegler. Jane will prepare all tabular data for interpretation, and will share her data with project collaborators via the networked NAS drive that is accessible for all project participants. Sue will oversee all data QA/QC. Jane and Sara will prepare the DMP using the Portage DMP Assistant online; Sue will approve the DMP. At the project completion, Jane will then work with project Data Manager, Sara Jenkins, to prepare the data and metadata for sharing. Sara will upload the metadata and data to identified repositories.", "type"=>"example_answer", "versionable_id"=>nil}) +Annotation.create({"id"=>59834, "question_id"=>64016, "org_id"=>16, "text"=>"See example answer.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64017, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be? Is this built into your current project budget?", "default_value"=>nil, "number"=>2, "section_id"=>20774, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59835, "question_id"=>64017, "org_id"=>16, "text"=>"For example, consider if you will need local or cloud storage for your data, and costs associated with that. If you require specialized support or software to manage your data, consider those costs. If your Module already has support in place, please indicate what/who in the space provided here. If this question was addressed in your grant award, you may wish to reference that document.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64018, "text"=>"Who “owns” or will be responsible for the data generated during the project? Who are the primary authors of research products generating during this project. If there are changes in personnel overseeing the project’s data (including a change in PI) during the project’s life cycle, what will happen to the data? ", "default_value"=>nil, "number"=>3, "section_id"=>20774, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59836, "question_id"=>64018, "org_id"=>16, "text"=>"Researcher Jane is the primary author on products from this research; Jane will include co-authors Professor Sue and Professor Paul; other authors may be added during project lifespan. If Jane does not finish her PhD, Professor Sue will assume responsibility for Jane’s data and primary authorship on future research products", "type"=>"example_answer", "versionable_id"=>nil}) +Annotation.create({"id"=>59837, "question_id"=>64018, "org_id"=>16, "text"=>"For example, should the PI leave the project, will the data be retained by the broader project personnel at Memorial University? What might that transition look like? Who will adopt responsibility for data cleaning and sharing?
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20775, "title"=>"Data Documentation and Metadata", "description"=>nil, "number"=>4, "phase_id"=>3226, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64019, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>1, "section_id"=>20775, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59838, "question_id"=>64019, "org_id"=>16, "text"=>"An example naming convention might include: Proj [3-4 letters]_Sub-Proj [4 letters]_Location_Theme [e.g., chemistry]_Sub-Theme or Analysis_Date [YYYYMMDD]_data state, e.g., OFI_ModE_NAIN_chem_CTD_20190430_RAW.csv to indicate a file containing raw CTD data collected on April 30, 2019 in Nain, NL as part of the OFI Module E project.", "type"=>"example_answer", "versionable_id"=>nil}) +Annotation.create({"id"=>59839, "question_id"=>64019, "org_id"=>16, "text"=>"If you have a standard file naming convention, please outline it here (with examples). If you’d prefer Module E suggest one, please make a note.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64020, "text"=>"What metadata standard will be employed to describe your data?", "default_value"=>nil, "number"=>2, "section_id"=>20775, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59840, "question_id"=>64020, "org_id"=>16, "text"=>"Ecological Markup Language (EML) standard; Darwin Core; ISO 19115 ", "type"=>"example_answer", "versionable_id"=>nil}) +Annotation.create({"id"=>59841, "question_id"=>64020, "org_id"=>16, "text"=>"Ecological Markup Language (EML) standard (https://eml.ecoinformatics.org/); Darwin Core (http://rs.tdwg.org/dwc/); ISO 19115 (https://www.iso.org/standard/26020.html)
\r\n\r\n
If no widely recognized standard, it could be an internal OFI project standard (describe here if so).
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64021, "text"=>"What information and metadata elements will be needed for the data to be read and interpreted correctly in the future? ", "default_value"=>nil, "number"=>3, "section_id"=>20775, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59842, "question_id"=>64021, "org_id"=>16, "text"=>"“Stimulus identifiers are saved in MATLAB’s “.mat” format. To understand the dataset, the following information is needed: Animal description (age, gender, rearing condition), recording description (location, type and impedance of electrodes, sampling rates), stimulus description (stimulus class, explanation of stimulus IDs), experimental history, analysis parameters (settings for spike sorting, isolation quality for every single unit). Metadata will be provided as a text document with every file. We follow a standard convention for naming data files that indicates the animal, recording type, and experiment. Text documents will follow the same standard to link them to their corresponding data set. Standards for describing this kind of data are under development by the community.” (source: Johns Hopkins Data Management Services. (2017) “Data Management Planning Questionnaire” Johns Hopkins University Sheridan Libraries. Revised 02/10/2017. http://dms.data.jhu.edu/assistance/guidance-on-writing-data-management-plans)\r\n", "type"=>"example_answer", "versionable_id"=>nil}) +Annotation.create({"id"=>59843, "question_id"=>64021, "org_id"=>16, "text"=>"Consider telling the reader which programs will read the raw and processed files, or run compiled analytical code. Which metadata fields contain crucial information to reproduce your work accurately?
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20776, "title"=>"Storage and Backup", "description"=>nil, "number"=>5, "phase_id"=>3226, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64022, "text"=>"What are the anticipated storage requirements need for your project’s active life cycle, in terms of 1) storage space [# megabytes, gigabytes, terabytes, etc.] and 2) length of time?", "default_value"=>nil, "number"=>1, "section_id"=>20776, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59844, "question_id"=>64022, "org_id"=>16, "text"=>"geochemical datasets and model outputs will comprise approximately 3GB and will be stored by the primary researcher for a minimum of 5 years after project completion, in accordance with Memorial University’s data management policy", "type"=>"example_answer", "versionable_id"=>nil}) +Question.create({"id"=>64023, "text"=>"How and where will your data be stored and backed up during the active project life cycle? Specifically, comment on practices, hardware and software.", "default_value"=>nil, "number"=>2, "section_id"=>20776, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59845, "question_id"=>64023, "org_id"=>16, "text"=>"During the project, data will be stored on the primary researcher’s laptop, secondarily on an external, storage device, and also backed up to department-managed networked storage (this also has a daily networked backup) provided by the Module PI. Local storage on laptops and external hard drives is encrypted, according to Memorial University policy. Access to networked storage is managed by the department using a personal log-in and password.", "type"=>"example_answer", "versionable_id"=>nil}) +Question.create({"id"=>64024, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project life cycle?", "default_value"=>nil, "number"=>3, "section_id"=>20776, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59846, "question_id"=>64024, "org_id"=>16, "text"=>"The research group share data through direct transfer via email and data storage devices. PIs and researchers located on Memorial University’s campus can access files stored on the networked storage. For collaborative data editing and sharing, the project has established a Google Drive folder. Within this Drive folder, a systematic subfolder system has been established to help guide project collaborators to data and files that are available for internal sharing, in addition to indicating which files are considered authoritative vs in-progress.", "type"=>"example_answer", "versionable_id"=>nil}) +Question.create({"id"=>64025, "text"=>"Will you require archiving beyond the length of time stated above? What will that archive require in terms of storage type, space, and maintenance?", "default_value"=>nil, "number"=>4, "section_id"=>20776, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59847, "question_id"=>64025, "org_id"=>16, "text"=>"The data will not need to be archived by the PIs at the University beyond the 5-year period mentioned previously. ", "type"=>"example_answer", "versionable_id"=>nil}) +Section.create({"id"=>20777, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>6, "phase_id"=>3226, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64026, "text"=>"Are there agreements in place for Intellectual Property (IP) management for this project? ", "default_value"=>nil, "number"=>1, "section_id"=>20777, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59848, "question_id"=>64026, "org_id"=>16, "text"=>"Agreements may include stipulations for data sharing, data transfer, or other agreements between researchers and Universities. For more information, contact the Memorial University Information Access & Privacy Office (https://www.mun.ca/iap/). Please specify the agreements.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64027, "text"=>"Does your study include human information or other sensitive data? ", "default_value"=>nil, "number"=>2, "section_id"=>20777, "question_format_id"=>5, "option_comment_display"=>false, "modifiable"=>false, "versionable_id"=>nil}) +QuestionOption.create({"id"=>135, "question_id"=>64027, "text"=>"Yes", "number"=>1, "is_default"=>false, "versionable_id"=>nil}) +QuestionOption.create({"id"=>136, "question_id"=>64027, "text"=>"No", "number"=>2, "is_default"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59849, "question_id"=>64027, "org_id"=>16, "text"=>"If no, you may move onto the next section.
\r\nIf yes, please complete all questions below.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64028, "text"=>"How will sensitive data be managed securely during the active research project life cycle? Will non-disclosure agreements be required for researchers or participants?", "default_value"=>nil, "number"=>3, "section_id"=>20777, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59850, "question_id"=>64028, "org_id"=>16, "text"=>"Note: you may need to consult with University research data policy and ethics professionals to fully answer this question. As well, you may need to consult with University IT services to identify protocols for storing, working with, and sharing sensitive information securely.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64029, "text"=>"If any data are to be released publicly, what steps will be taken to ensure anonymization and/or data cleaning?", "default_value"=>nil, "number"=>4, "section_id"=>20777, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59851, "question_id"=>64029, "org_id"=>16, "text"=>"For guidance, please refer to the Memorial University Guide on Research Ethics (https://guides.library.mun.ca/c.php?g=502039&p=5059458)
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20778, "title"=>"Preservation and FAIR Data Sharing", "description"=>nil, "number"=>7, "phase_id"=>3226, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64030, "text"=>"Which datasets from this project will be shared publicly?", "default_value"=>nil, "number"=>1, "section_id"=>20778, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59852, "question_id"=>64030, "org_id"=>16, "text"=>"We encourage you to share as much of your data as possible, helping to support FAIR data sharing principles (Findable, Accessible, Interoperable, and Reusable; see e.g., Wilkinson, et al., 2016, DOI: 10.1038/sdata.2016.18).
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64031, "text"=>"When will data from this project be shared?", "default_value"=>nil, "number"=>2, "section_id"=>20778, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59853, "question_id"=>64031, "org_id"=>16, "text"=>"When answering this question, be mindful of the OFI Data Management Principles and Policy, as well as your own research group’s goals.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64032, "text"=>"What copyright or license should be applied to these datasets?", "default_value"=>nil, "number"=>3, "section_id"=>20778, "question_format_id"=>4, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +QuestionOption.create({"id"=>137, "question_id"=>64032, "text"=>"All rights Reserved ", "number"=>1, "is_default"=>false, "versionable_id"=>nil}) +QuestionOption.create({"id"=>138, "question_id"=>64032, "text"=>"Public Domain ", "number"=>2, "is_default"=>false, "versionable_id"=>nil}) +QuestionOption.create({"id"=>139, "question_id"=>64032, "text"=>"CC BY-NC-SA 4.0 ", "number"=>3, "is_default"=>false, "versionable_id"=>nil}) +QuestionOption.create({"id"=>140, "question_id"=>64032, "text"=>"CC BY-SA 4.0 ", "number"=>3, "is_default"=>false, "versionable_id"=>nil}) +QuestionOption.create({"id"=>141, "question_id"=>64032, "text"=>"CC BY 4.0 ", "number"=>3, "is_default"=>false, "versionable_id"=>nil}) +QuestionOption.create({"id"=>142, "question_id"=>64032, "text"=>"Other (please specify)", "number"=>3, "is_default"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59854, "question_id"=>64032, "org_id"=>16, "text"=>"Remember it is also possible to have data and metadata shared and hosted in different repositories; using multiple metadata repositories or finding a metadata repository that is federated with others are both good practices to encourage broader findability and accessibility. If you need guidance, discuss options with your project’s data manager, a University research data librarian, or visit https://www.re3data.org/. Some possible considerations may include: institutional repository, discipline appropriateness, public access, presence/absence of a pay wall, and ability to generate a DOI or ISBN.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64034, "text"=>"Please list any datasets that will be submitted to CIOOS, and to which regional node (Atlantic, Pacific, St. Lawrence) you intended to submit. ", "default_value"=>nil, "number"=>5, "section_id"=>20778, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64035, "text"=>"What metadata catalog(s) will host your metadata (if different than above)? ", "default_value"=>nil, "number"=>6, "section_id"=>20778, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Template.create!({"id"=>3239, "title"=>"University of Manitoba ", "description"=>"This template is designed for UM researchers with guidance links, when applicable and available, to specific resources and supports located or affiliated with the University of Manitoba.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>0, "customization_of"=>35, "family_id"=>297399577, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>3227, "title"=>"University of Manitoba Data Management Questions", "description"=>"Web version of DMP in question and answer format.
", "number"=>1, "template_id"=>3239, "modifiable"=>false, "versionable_id"=>nil}) +Section.create({"id"=>20779, "title"=>"Data Collection", "description"=>"This section addresses issues including data types, file formats, naming conventions, and data organization. Describing each of these factors will improve the usability of your data.
", "number"=>1, "phase_id"=>3227, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64036, "text"=>"What types of data will you collect, create, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>20779, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59856, "question_id"=>64036, "org_id"=>37, "text"=>"Examples: images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64037, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>20779, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59857, "question_id"=>64037, "org_id"=>37, "text"=>"During your research you may utilize or generate data in proprietary file formats from specialized software or hardware. Identify what, if any, those may be. Consider how that data may be exported or saved in open or industry-standard file formats. It is best practice to use open/industry-standard formats whenever possible.
\r\nRead more about file formats: UK Data Service
\r\n", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64038, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>20779, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59858, "question_id"=>64038, "org_id"=>37, "text"=>"
Version control is to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. Establishing a logical file structure, using an informative naming convention and clear indications of file versions, contributes to more efficient, timely access to data at all points in your research project. It also minimizes error and confusion regarding copies held on different devices/equipment or media. The use of UM Library's Dataverse can help with version control of your files.
\r\nRead more about file naming and version control.
\r\n", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20780, "title"=>"Documentation and Metadata", "description"=>"
Descriptive information added to each individual data item is key to its discovery and access. This description includes how to interpret the data and the context in which it is collected. The description, 'data about data' or metadata, ensures data can be understood, analysed, shared, reused, and preserved. Many disciplines have metadata standards that ensure data can be interpreted and compared across projects and fields. For example, the Data Documentation Initiative (DDI) standard is an internationally-accepted metadata standard in the social sciences.
\r\nWhere there are restrictions on the use or access to the data, the reasons for these restriction must be explained in the metadata. Information must describe how to obtain access to the data if possible (e.g. contact information, access terms, access agreement templates, data request forms etc.)
", "number"=>2, "phase_id"=>3227, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64039, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>20780, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59859, "question_id"=>64039, "org_id"=>37, "text"=>"Best practice for describing data include: information about the study; data-level descriptions; and any other contextual information required to make the data usable by other researchers. Other elements that should be included, as applicable:
\r\nRead about metadata: Document Your Data - UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64040, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>20780, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59860, "question_id"=>64040, "org_id"=>37, "text"=>"Consider how and where you will record this information. The preparation of data documentation and metadata is best done well in advance of data collection and analysis. Guidance for data quality may be determined, in part, on the policies of the REB submission criteria, the grant funder and/or the regulatory body governing your area of research. Efforts on data quality considerations will avoid inaccuracies, inconsistencies, or data loss in the capture and processing of data, especially after the study has been completed. Creating documentation takes time, so consider whether anything you have already created can be used, for example publications, websites, progress reports etc. Consult your research team as part of your documentation considerations to assess procedures in the data collection process; record roles, workflows when possible.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64041, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>20780, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59861, "question_id"=>64041, "org_id"=>37, "text"=>"There are many general and discipline-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the ease of information exchange between users, systems. These standards are often based on language-dependent data formats like XML, RDF, and JSON.
\r\nUniversity of Manitoba Dataverse data repository offers several metadata schema optons for various disciplines including Astronomy & Astrophysics, and Life Sciences.
\r\nRead more about metadata standards: Disciplinary Metadata - DCC
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20781, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up during and after a project is an essential piece of data security and integrity. Appropriate storage and backup protects against loss (from hardware/software fails, viruses, hackers, natural diasters, human error etc.), and facilitates appropriate access, as per regulatory and/or grant stipulations, by current and future researchers.
", "number"=>3, "phase_id"=>3227, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64042, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>1, "section_id"=>20781, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59862, "question_id"=>64042, "org_id"=>37, "text"=>"Risk management data loss mitigation is summarized with the 3-2-1 rule:
\r\nStoring data on flash drives, laptops, computers, or external hard drives without a regular backup procedure is not recommended. These methods are subject to hardware failure, viruses, file corruption, theft, loss or human error. Similarly, multiple copies kept in the same physical location does little to migate risk.
\r\nUsing software which automatically backs up your data and keeps it synchronized with a master copy is recommended.
\r\nUniversity of Manitoba Dataverse for managing and sharing datasets.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64043, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>2, "section_id"=>20781, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59863, "question_id"=>64043, "org_id"=>37, "text"=>"In estimating your storage-space requirements, there are several factors you should take account:
\r\nThe nature of the data and/or regulatory bodies for your research will determine the security measures you need to implement. Data can be protected by limiting physial access to hard drives and file servers on which it is stored, by storing data on computers that do not have external network access (i.e. access to the Internet), through password protection and data encryption.
\r\nSharing sensitive data via email and third-party cloud storage services such as Dropbox is not recommended, since the security of these services cannot be trusted.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20782, "title"=>"Data Preservation", "description"=>"Considerations of data preservation include: potential reuse value; regulatory and/or grant obligations to retain or destroy data; and resources required to both properly curate the data as well as ensure it is reusable into the future. Depending on the circumstances, all versions of the data may be preserved (e.g. raw, processed, analyzed, final); in others, only the selected or final data may be need to be preserved (e.g. transcripts instead of audio interviews).
", "number"=>4, "phase_id"=>3227, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64045, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>20782, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59865, "question_id"=>64045, "org_id"=>37, "text"=>"Data retention, like data storage, should be considered early in the research lifecycle. Data-retention decisions can be dictated by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. Whether you need to preserve data in the short-term (i.e. for peer-verification) or long-term will influence the choice of data repository or archive. In summary, a data retention plan describes how future researchers can have continued access to your data.
\r\nUM researchers can deposit datasets in University of Manitoba's Dataverse.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64046, "text"=>"How will you ensure your data is preservation ready? Factors in this consideration include open file formats, file integrity, anonymization and de-identification, and inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>20782, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59866, "question_id"=>64046, "org_id"=>37, "text"=>"Preservation-friendly formats are those that are open (non-proprietary), and/or internationally recognized. For example, text (.txt) and comma-separated (.csv) are considered preservation-friendly. Consult this table of file formats by the UK Data Service for data type options. Remember that file conversion (one file type to another) may result is data loss (e.g. moving from an uncompressed TIFF image file to a compressed JPG file). Record this changes in file formats and its implications.
\r\nAs part of your post-project data preservation and access plan, discuss proceedures for anonymization/de-identification, data quality, and file conversion to recommended file formats, minimizing the risk of data loss.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20783, "title"=>"Data Access and Reuse", "description"=>"The majority of major funders, Canadian and iinternationally, now require research data to be shared and/or publically accessible either immediately upon publication or within a certain period of time. Weighing the benefits of data sharing, such as increased visibility and research impact, together with legitimate need to protect competitive potential and privacy/confidentiality of the data, are all considerations in this section.
", "number"=>5, "phase_id"=>3227, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64047, "text"=>"What data will you be sharing/providing access to and in what form? (e.g. raw, processed, analyzed, final)", "default_value"=>nil, "number"=>1, "section_id"=>20783, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59867, "question_id"=>64047, "org_id"=>37, "text"=>"In considering which data may be shared/made accessible to meet institutional or funding requirements, remember there are levels of access that can be granted per data item. For example, one dataset could be completely open and accessible to everyone; another one could be 'locked' and only available upon request. Reasons for those 'locked' data items should be documented (i.e. restricted access due to confidentiality/privacy/intellectual property concerns).
\r\nThe storage you are using during the short- to medium-term phase of your research may not be suitable for your long-term preservation needs or vice versa. For example, during the active phase of your project, you may need exploration and analysis tools, or access graularity that is not provided with an long-term archive. Perhaps you wish to deposit your data in an additional repository tangential to your disciplne to improve your data's audience reach. Whatever your data sharing/access needs, contact your subject librarian for options for data sharing/access.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64049, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>3, "section_id"=>20783, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59869, "question_id"=>64049, "org_id"=>37, "text"=>"End-user licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have license requirements; if not, they may still be able to guide you in the development of a license. It is not necessary to include a copy of the end-user license in your Data Management Plan; however, only intellectual property rights' holder(s) can issue a license, so you MUST clarify who owns those rights and should document that ownership.
\r\nThere are several types of standard licenses available to researchers, including Creative Commons licenses, and Open Data Commons licenses. For most datasets it is easier to use a standard license; it may not be necessary to design a custom license. It is recommended that if you choose to make your data part of the public domain, you should stipulate user-rights of that data via a license such as Creative Commons' CC0.
\r\nRelated Information: UM's Intellectual Property Policy
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64050, "text"=>"What steps will you take to disseminate and/or assist the discovery of your research?", "default_value"=>nil, "number"=>4, "section_id"=>20783, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59870, "question_id"=>64050, "org_id"=>37, "text"=>"The type, complexity and size of the data determines where/how you can share your data. Smaller, low-risk datasets or manuscripts can be shared via institutional or disciplinary repositories and project websites. Larger datasets or datasets with more stringent security requirements cannot be easily transferred over the internet.
\r\nUM researchers can deposit datasets in University of Manitoba Dataverse (and get a DOI) for complex data formats such as those produced by SPSS, R, or SAS or even for basic data formats such as Excel.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20784, "title"=>"Responsibilities and Resources", "description"=>"This section is about data stewardship: the 'who' that is responsible for ensuring that data management happens. For example, a large project will involve multiple data stewards. The Principle Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks throughout the research cycle and beyond.
", "number"=>6, "phase_id"=>3227, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64051, "text"=>"Identify who will be responsible for managing the research data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>20784, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59871, "question_id"=>64051, "org_id"=>37, "text"=>"Your data managment plan (DMP) has identified important data activities in your research. List all the individuals or organizations for carrying out these parts of your DMP; for each, include the time frame associated and the responsibilities and training needed to perform these responsibilities.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64052, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the research data, including a change in Principle Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>20784, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59872, "question_id"=>64052, "org_id"=>37, "text"=>"Describe a succession strategy for the research data in the event that one or more people with data responsibilities is unavailable or unable for a long period of time, or vacates their position (e.g. a graduate student leaves upon graduation). This succession strategy should include the process to be followed in the case that it is the Principle Investigator who is unavailable or unable for a long period of time, or vacates their position. For example, a co-investigator or the department/division of the research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64053, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>20784, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59873, "question_id"=>64053, "org_id"=>37, "text"=>"Cost projections here should include those during the project as well as after the research is completed (i.e. include data preservation equipment/service costs, data curation). Consult your funding agency policy: some explicitly state what cost they will support to meet the costs of preparing data for deposit. These costs could include technical aspects of data management; training requirements; file storage and backup; and contributions of external personnel and consultant support.
\r\nSee Also: Tri-Agency Financial Administration Guide
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20785, "title"=>"Ethics and Legal Compliance", "description"=>"All those involved in research have an obligation to be knowledgeable of the policies and processes, both ethical and legal, to which their research data management must comply. Assurance of confidentiality and privacy of human subject data is imparative and informs many data management practices. As part of a data management plan, researchers must state how they will prepare, store, share, and archive their data that ensures human subject data is secure throughout the research lifecycle from disclosure, harmful use, or inappropriate linkages with other personal data. To that end, while it is acknowledged that there are circumstances where some data and metadata cannot be made publically accessible for policy and legal reasons, the default position is that access to all research data and metadata are public.
\r\n", "number"=>7, "phase_id"=>3227, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64054, "text"=>"If your research project includes sensitive data, how will you ensure that is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>20785, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59874, "question_id"=>64054, "org_id"=>37, "text"=>"
Identify the sensitive data in your research with known long-term value and consider where, how and to whom is should be made available and how long it should be archived. The stipulations from your Research Ethics Board should align with your answers here. Factors such as type, size and complexity and degree of sensitivity of data will determine the method chosen to share data. List the issues/challenges of sharing your data together with causes and possible measures to mitigate this issues. Such issues may include confidentiality, lack of consent agreements, or concens about intellectual property rights, for example. Limitation or restriction to access the data over a period of time, or embargo, may provide a solution in certain situations; embargo as an option and its duration may be defined by a funding agency's policy on research data.
\r\nCloud file sharing options for active storage such as Dropbox, Google Drive or iCloud is not recommended as security of these services cannot be guaranteed.
\r\nData security for active data storage measures could include, not limited to, physical access to storage devices; by placing data on computers that do not have external network access (i.e. access to the internet); password protection; data encryption.
\r\n", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64055, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>20785, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59875, "question_id"=>64055, "org_id"=>37, "text"=>"
For human subject data, obtaining the appropriate consent is a key step in assuring research ethics boards that the data will be used according to ethical standards and policies. The consent statement must reflect not only the expected use of the data but anticipate the necessary sharing or access to some form of that data beyond the research project. The statement may identify certain conditions clarifying the uses of the data by other researchers or applications. For example, it may stipulate that the data will only be shared for non-profit research purposes; the data will not be linked with personally identified data from other sources.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64056, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>20785, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59876, "question_id"=>64056, "org_id"=>37, "text"=>"Describe ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g. human subject consent, permissions, restrictions etc.).
\r\nDirect your questions or concerns about compliance with privacy legislation and laws and the content restrictions in the data that may be imposed to the Office of Research Ethics and Compliance.
", "type"=>"guidance", "versionable_id"=>nil}) +Template.create!({"id"=>3240, "title"=>"York University", "description"=>nil, "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>0, "customization_of"=>47, "family_id"=>452121041, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>3228, "title"=>"York U Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3240, "modifiable"=>false, "versionable_id"=>nil}) +Section.create({"id"=>20786, "title"=>"Project Information", "description"=>"This section is to provide an overview of the research project.
", "number"=>1, "phase_id"=>3228, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64057, "text"=>"1.1 Name of project or sub-project and project number (if applicable).\r\n", "default_value"=>nil, "number"=>1, "section_id"=>20786, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64058, "text"=>"1.2 Please provide an outline description of the research project and the intended products of the research.", "default_value"=>nil, "number"=>2, "section_id"=>20786, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59877, "question_id"=>64058, "org_id"=>45, "text"=>"Scope of project or sub-project. Describe the types of data and products that will be generated in the research, such as images of astronomical objects, spectra, data tables, time series, theoretical formalisms, computational strategies, software, and curriculum materials.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64059, "text"=>"1.3 Please provide details of the project timelines.", "default_value"=>nil, "number"=>3, "section_id"=>20786, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59878, "question_id"=>64059, "org_id"=>45, "text"=>"Start date, end date, and duration of major tasks of the project.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64060, "text"=>"1.4 Principal Investigator(s)", "default_value"=>nil, "number"=>4, "section_id"=>20786, "question_format_id"=>2, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59879, "question_id"=>64060, "org_id"=>45, "text"=>"Name(s) and affiliation(s) of Principal Investigator(s).
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64061, "text"=>"1.5 Identify collaborating Agencies/Organizations.", "default_value"=>nil, "number"=>5, "section_id"=>20786, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59880, "question_id"=>64061, "org_id"=>45, "text"=>"List any collaborating agencies and organizations, if applicable.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20787, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organisation – factors that will improve the usability of your data and contribute to the success of your project.
", "number"=>2, "phase_id"=>3228, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64062, "text"=>"2.1 What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>20787, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59881, "question_id"=>64062, "org_id"=>45, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64063, "text"=>"2.2 What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>20787, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59882, "question_id"=>64063, "org_id"=>45, "text"=>"Use open (non-proprietary) file formats whenever possible. Proprietary file formats that require specialized software or hardware are not recommended but may be necessary for certain types of data collection or analysis. Using open file formats or industry-standard formats, especially those widely used by a given community, is preferred whenever possible. Changes to file formats should be documented and original files saved with preservation-friendly versions.
Read more about file formats and a list of recommended formats from UK Data Archive.
The type of data you collect will impact your storage requirements. Textual and tabular data files are usually very small (a few megabytes) unless you have a lot of data. Video files are usually very large (hundreds of megabytes up to several gigabytes). If you have a large amount of data (gigabytes or terabytes), it will be more challenging to share and transfer it. You may need to consider networked storage options or more sophisticated backup methods.
\r\nIf your data will be changing frequently, please estimate how much extra storage will be required to store multiple versions. If you are collecting data over a long period of time (e.g. several months or years), please describe your plan for adding additional storage to accommodate the growth of your data.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64065, "text"=>"2.4 Are there are any existing data that you can re-use? If so, please explain how you will obtain that data and integrate it into your research project.", "default_value"=>nil, "number"=>4, "section_id"=>20787, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59884, "question_id"=>64065, "org_id"=>45, "text"=>"Considering answering the following questions: Where did the existing dataset(s) come from? Is that data published or publicly available? Will the project use contracted datasets (data from external sources?) If yes, will you be able to store a local copy of the contracted data?
\r\nContact York University Libraries’ Open Scholarship Department for help with finding existing data.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64066, "text"=>"2.5 What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>5, "section_id"=>20787, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59885, "question_id"=>64066, "org_id"=>45, "text"=>"Logical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file organizing and version control from UK Data Archive.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20788, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.
", "number"=>3, "phase_id"=>3228, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64067, "text"=>"3.1 What documentation will be needed for the data to be read and interpreted correctly in the future? This includes study-level documentation, data-level description, and any other contextual information required to make the data usable by other researchers.", "default_value"=>nil, "number"=>1, "section_id"=>20788, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59886, "question_id"=>64067, "org_id"=>45, "text"=>"Your documentation may include study-level information about:
\r\nA complete description of the data files may include:
\r\nMore information about data documentation is available at the UK Data Archive
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64068, "text"=>"3.2 How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>20788, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59887, "question_id"=>64068, "org_id"=>45, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64069, "text"=>"3.3 If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>20788, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59888, "question_id"=>64069, "org_id"=>45, "text"=>"Metadata is a description of the contents and context of data files. Using a metadata standard (a set of required fields to fill out) helps ensure that your documentation is consistent, structured, and machine-readable, which is essential for depositing data in repositories and making it easily discoverable by search engines.
\r\nThere are general and discipline-specific metadata standards and tools for research data.
\r\nFor assistance with choosing and using a metadata standard, please contact York University Libraries at yul_rdm@yorku.ca.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20789, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.
", "number"=>4, "phase_id"=>3228, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64070, "text"=>"4.1 What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it? \r\n\r\nIf applicable, where are hardcopy notebooks and physical samples going to be physically stored?", "default_value"=>nil, "number"=>1, "section_id"=>20789, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59889, "question_id"=>64070, "org_id"=>45, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time. They should also take into account whether the data will be preserved for a set number of years, or whether it needs to be preserved in perpetuity.
\r\nIf you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64071, "text"=>"4.2 How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>20789, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59890, "question_id"=>64071, "org_id"=>45, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
1. Have at least three copies of your data.
2. Store the copies on two different media.
3. Keep one backup copy offsite
Data may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
Using software which automatically backs up your data and keeps it synchronized with a master copy is recommended. Copies of data should ideally be stored in separate physical locations to mitigate physical risks, e.g. fire. More about data storage from UK Data Archive.
\r\nFor York University researchers, UIT provides secure storage solutions that meet and exceed the 3-2-1 backup rule. Each file saved to UIT storage is copied three times, resulting in four separate copies. These copies reside in two separate data centres on campus, with the fourth copy stored at the University of Guelph. Find more information about Server Data Storage offered by UIT. It is important that a conversation is had with UIT prior to submitting your grant as there may be costs associated with data storage that will need to be represented in your budget.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64072, "text"=>"4.3 How will the research team and other collaborators access, modify, and contribute data throughout the project?\r\n\r\nIf applicable, how will you ensure that sensitive data is stored securely and only accessible to the research team and other collaborators throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>20789, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59891, "question_id"=>64072, "org_id"=>45, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security. The security measures you choose to implement will depend on the sensitivity of the data being stored. Data can be protected by limiting physical access to hard drives and file servers on which it is stored, by storing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting data files. Sharing sensitive data via email and cloud storage services such as Dropbox is not recommended, since the security of these services cannot be trusted. Check out the York University’s Data Security Guideline for Research Involving Human Participants
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20790, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).
", "number"=>5, "phase_id"=>3228, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64073, "text"=>"5.1 Which data are selected for preservation and access? ", "default_value"=>nil, "number"=>1, "section_id"=>20790, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59892, "question_id"=>64073, "org_id"=>45, "text"=>"Which data are selected for preservation and access will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be feasible to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to only keep only selected data (e.g. transcripts instead of audio interviews).
\r\nIt is important that the cost of longer term storage for larger data sets be considered and factored into the grant budget. See Section 4.2: How and where will your data be stored and backed up during your research project?
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64074, "text"=>"5.2 Where will you deposit your data for long-term preservation and access at the end of your research project? Is there specific software needed in order to use or interpret your research data collection?", "default_value"=>nil, "number"=>2, "section_id"=>20790, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59893, "question_id"=>64074, "org_id"=>45, "text"=>"Please describe how you will identify a data repository or data center for your data.
\r\nScholars Portal Dataverse is available to York researchers and can serve preservation needs where file sizes are less than 2 GB. Scholars Portal Dataverse allows researchers to restrict access to datasets in compliance with research ethics guidelines.
\r\nAnother option is the Federated Research Data Repository (FRDR) which also allows for data deposit. FRDR allows researchers to set an embargo period for their data.
\r\nLarger projects will need to contact UIT to discuss the ongoing cost of long-term preservation. It is prudent that these costs be written into the grant budget.
\r\nFor other data deposit options, including discipline specific repositories, see the re3data.org directory.
\r\nThere are many ways in which you can release your software. These include: a binary executable that can be run directly; bundled in an installer program; an archive (.zip or .tar.gz) of binary executables or libraries, or as Python or R packages; an archive of source code; via a download link on a web site; via e-mail from you; via access to a source code repository hosted at your institution or on a third-party site such as GitHub (http://github.com), GitLab (http://www.gitlab.com), BitBucket (http://bitbucket.org), LaunchPad (https://launchpad.net) or Assembla (https://www.assembla.com). (The Software Sustainability Institute. (2016). Checklist for a Software Management Plan. v0.1. doi: 10.5281/zenodo.1422657. Available online: https://www.software.ac.uk/software-management-plans.)
\r\nIf you need assistance locating a suitable data repository or archive, please contact York University Libraries at yul_rdm@yorku.ca.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64075, "text"=>"5.3 Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>3, "section_id"=>20790, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59894, "question_id"=>64075, "org_id"=>45, "text"=>"It is likely that you will have multiple versions of your data (raw, processed, analyzed, final), and your data may be stored in different file formats depending on how they were collected and analyzed. Some data formats are optimal for long-term preservation of data. The UK Data Archive provides a list of recommended formats for various types of data.
\r\nDigital information may be lost while converting files from one format to another (e.g. converting an image from a non-compressed ‘lossless’ TIFF file to a compressed ‘lossy’ JPG file), so changes to file formats should be clearly documented.
\r\nIdentify what steps are needed after your project is completed in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss. Read more about anonymization on the UK Data Archive Website.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20791, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.
", "number"=>6, "phase_id"=>3228, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64076, "text"=>"6.1 What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final). ", "default_value"=>nil, "number"=>1, "section_id"=>20791, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59895, "question_id"=>64076, "org_id"=>45, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
\r\nProcessed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
\r\nAnalyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
\r\nFinal data are processed data that have, if needed, been converted into a preservation-friendly format.
\r\nConsider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64077, "text"=>"6.2 If the way you store and share data during your research project differs from how you will preserve your data long-term, include a brief description of any resources needed to share your data (equipment, systems, expertise, etc.).", "default_value"=>nil, "number"=>2, "section_id"=>20791, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59896, "question_id"=>64077, "org_id"=>45, "text"=>"It’s possible that the data repository you've selected provides long-term preservation but does not meet your needs in terms of short- or medium-term data sharing and access. For instance, you may need exploration and analysis tools that the long-term archive does not provide. In addition, the long-term archive may not provide flexible authenticated-access options. Also consider if the repository supports metadata standards commonly used by researchers in your field.
\r\nIn some instances, you may want to use another (or additional) repository or platform to share your dataset.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64078, "text"=>"6.3 How will you be sharing your data? (e.g. institutional repository, a specialized data archive, informal/on-request \r\nsharing). Include a brief description of any resources needed to share your data (equipment, systems, expertise, etc.).", "default_value"=>nil, "number"=>3, "section_id"=>20791, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59897, "question_id"=>64078, "org_id"=>45, "text"=>"Where you share your data depends on the complexity and size of your data. Smaller, low-risk datasets can be shared via institutional or disciplinary repositories. Larger datasets or datasets with more stringent security requirements cannot be easily transferred over the Internet. Read more about sharing data at the UK Data Archive.
\r\nSee section 5.2: Where will you deposit your data for long-term preservation and access at the end of your research project? This section suggests repositories that allow for both sharing and preservation.
\r\nFor help, please contact York University Libraries at yul_rdm@yorku.ca.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64079, "text"=>"6.4 Please describe whether there will be any restrictions placed on your data when they are made available and who may access them. If data are not openly available, describe the process for gaining access.", "default_value"=>nil, "number"=>4, "section_id"=>20791, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59898, "question_id"=>64079, "org_id"=>45, "text"=>"It may be necessary or desirable to restrict access to your data for a limited time or to a limited number of people, for:
\r\nStrategies to mitigate these issues may include:
\r\nScholars Portal Dataverse is available to York researchers and can serve preservation needs where file sizes are less than 2 GB. Scholars Portal Dataverse allows researchers to restrict access to datasets in compliance with research ethics guidelines.
\r\nFor help, please contact York University Libraries at yul_rdm@yorku.ca.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64080, "text"=>"6.5 Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>5, "section_id"=>20791, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59899, "question_id"=>64080, "org_id"=>45, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
\r\nThere are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
\r\nRead more about data licensing.
\r\nFor help, please contact York University Libraries at yul_rdm@yorku.ca.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64081, "text"=>"6.6 What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>6, "section_id"=>20791, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59900, "question_id"=>64081, "org_id"=>45, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
\r\nHow will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
\r\nOne of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation, as does the DataCite website. Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
\r\nScholars Portal Dataverse and the Federated Research Data Repository (FRDR) are available to York researchers and can assign a persistent identifier (DOI) for your dataset.
\r\nFor assistance in making your dataset visible and easily accessible, please contact York University Libraries at yul_rdm@yorku.ca.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20792, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.
", "number"=>7, "phase_id"=>3228, "modifiable"=>false, "versionable_id"=>nil}) +Question.create({"id"=>64082, "text"=>"7.1 Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>20792, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59901, "question_id"=>64082, "org_id"=>45, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the time frame associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64083, "text"=>"7.2 How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>20792, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59902, "question_id"=>64083, "org_id"=>45, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64084, "text"=>"7.3 What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?\r\n\r\nWhat additional resources will you require to implement your data management plan?", "default_value"=>nil, "number"=>3, "section_id"=>20792, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59903, "question_id"=>64084, "org_id"=>45, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
\r\nMore information about estimating cost for data management is available through the UK Data Archive via their Data Management Costing Tool. This information should be incorporated into any grant applications for your project.
\r\n", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>20793, "title"=>"Ethics and Legal Compliance", "description"=>"
Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.
It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.
Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data.
\r\nIf researchers seek to share openly de-identified data emerging from their research, it is crucial that consent be secured from participants during the informed consent process. Contact the Office of Research Ethics for further details. Further details can be found on YULink.
\r\nRestrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
\r\nOutline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data. (Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre)
\r\nCheck out the York University’s Data Security Guideline for Research Involving Human Participants.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64086, "text"=>"8.2 If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>20793, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59905, "question_id"=>64086, "org_id"=>45, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Archive
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>64087, "text"=>"8.3 How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>20793, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) +Annotation.create({"id"=>59906, "question_id"=>64087, "org_id"=>45, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
\r\nInclude here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) +Template.create!({"id"=>3402, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>1088, "visibility"=>0, "customization_of"=>nil, "family_id"=>12, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>3389, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3402, "modifiable"=>true, "versionable_id"=>nil}) +Section.create({"id"=>21847, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organisation – factors that will improve the usability of your data and contribute to the success of your project.", "number"=>1, "phase_id"=>3389, "modifiable"=>true, "versionable_id"=>nil}) +Question.create({"id"=>67252, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>21847, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) +Annotation.create({"id"=>63037, "question_id"=>67252, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>67253, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>21847, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) +Annotation.create({"id"=>63038, "question_id"=>67253, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>67254, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>21847, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) +Annotation.create({"id"=>63039, "question_id"=>67254, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>21848, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3389, "modifiable"=>true, "versionable_id"=>nil}) +Question.create({"id"=>67255, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>21848, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) +Annotation.create({"id"=>63040, "question_id"=>67255, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>67256, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>21848, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) +Annotation.create({"id"=>63041, "question_id"=>67256, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>67257, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>21848, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) +Annotation.create({"id"=>63042, "question_id"=>67257, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>21849, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3389, "modifiable"=>true, "versionable_id"=>nil}) +Question.create({"id"=>67258, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>21849, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) +Annotation.create({"id"=>63043, "question_id"=>67258, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>67259, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>21849, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) +Annotation.create({"id"=>63044, "question_id"=>67259, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>67260, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>21849, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) +Annotation.create({"id"=>63045, "question_id"=>67260, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>21850, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3389, "modifiable"=>true, "versionable_id"=>nil}) +Question.create({"id"=>67261, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>21850, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) +Annotation.create({"id"=>63046, "question_id"=>67261, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>67262, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>21850, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) +Annotation.create({"id"=>63047, "question_id"=>67262, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>21851, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3389, "modifiable"=>true, "versionable_id"=>nil}) +Question.create({"id"=>67263, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>21851, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) +Annotation.create({"id"=>63048, "question_id"=>67263, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>67264, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>21851, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) +Annotation.create({"id"=>63049, "question_id"=>67264, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>67265, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>21851, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) +Annotation.create({"id"=>63050, "question_id"=>67265, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>21852, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3389, "modifiable"=>true, "versionable_id"=>nil}) +Question.create({"id"=>67266, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>21852, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) +Annotation.create({"id"=>63051, "question_id"=>67266, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>67267, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>21852, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) +Annotation.create({"id"=>63052, "question_id"=>67267, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>67268, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>21852, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) +Annotation.create({"id"=>63053, "question_id"=>67268, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) +Section.create({"id"=>21853, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3389, "modifiable"=>true, "versionable_id"=>nil}) +Question.create({"id"=>67269, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>21853, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) +Annotation.create({"id"=>63054, "question_id"=>67269, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>67270, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>21853, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) +Annotation.create({"id"=>63055, "question_id"=>67270, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) +Question.create({"id"=>67271, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>21853, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) +Annotation.create({"id"=>63056, "question_id"=>67271, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) +Template.create!({"id"=>3468, "title"=>"Alliance CRDCN Template for Research Data Centres and External Analysis", "description"=>"The Canadian Research Data Centre Network (CRDCN) template summarizes the data management that is conducted by Statistics Canada and the CRDCN on behalf of researchers. While there are some advantages to working inside the RDC for data management, there is also a substantial drawback: RDC data can never be deposited in a repository in accordance with the recommended best practices for research data management. Because of this, researchers should be mindful of other options to engage in best practices. In addition to ensuring that the RDC project folder is well documented, and consistent with the research output, researchers should curate a supporting data deposit at a recognized repository in their discipline or within the Federated Research Data Repository (FRDR) containing metadata, syntax (code that produces a statistical output), and any other supporting material for the research project.
\nThis template is for researchers who are doing RDC work using Statistics Canada data and research data that they have either brought into the RDC “supplemental data” or are analyzing in parallel to their work in the RDC (such as mixed-methods) or public use statistics that compliment the RDC work (hereafter: external data). Researchers should be aware that any data brought into the RDC will be stored alongside the rest of their project material subject to the information management protocols from Statistics Canada. This is a free, relatively straightforward, process and researchers can obtain more information by talking to their RDC analyst.
\nIf your work is being conducted in the RDC using only data provided through the RDC program then the RDC-only template should be completed and not this template.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>1, "customization_of"=>nil, "family_id"=>589022318, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>3447, "title"=>"CRDCN Template for Research Data Centres and External Analysis", "description"=>"This template is for researchers who are doing RDC work using Statistics Canada data and research data that they have either brought into the RDC “supplemental data” or are analyzing in parallel to their work in the RDC (such as mixed-methods) or public use statistics that compliment the RDC work (hereafter: external data). Researchers should be aware that any data brought into the RDC will be stored alongside the rest of their project material subject to the information management protocols from Statistics Canada. This is a free, relatively straightforward, process and researchers can obtain more information by talking to their RDC analyst.
\r\nIf your work is being conducted in the RDC using only data provided through the RDC program then the RDC-only template should be completed and not this template.
", "number"=>1, "template_id"=>3468, "modifiable"=>true, "versionable_id"=>"38c1bf2b-d79f-4b4f-a17c-243ebcfb8d70"}) +Section.create({"id"=>22156, "title"=>"Data Collection", "description"=>"All research conducted in the Research Data Centres (hereafter RDC) is secondary in nature. There is no data collection involved in this portion of the project. These data are owned and maintained by Statistics Canada with storage and access provided by the Canadian Research Data Centres Network.
\r\nRaw data in the RDC are stored in multiple formats including, but not limited to: .SAS (SAS), .dta (STATA), and .shp (shapefiles) as appropriate. The availability of StatTransfer™ software within the RDCs and continued management by Statistics Canada will ensure that the data will be accessible indefinitely should the file formats currently in use become obsolete. Researchers can bring data into the RDCs (these will be called “supplemental data”). When they do, they are stored alongside all of the other research products related to that contract from the RDC and archived.
", "number"=>1, "phase_id"=>3447, "modifiable"=>true, "versionable_id"=>"b7c814fa-6a12-431f-a2ee-f25427f33d50"}) +Question.create({"id"=>68226, "text"=>"Which RDC datasets will be used in the research?", "default_value"=>nil, "number"=>1, "section_id"=>22156, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"5e8e3db7-ae2c-4ff1-8d06-350e747e2966"}) +Annotation.create({"id"=>63970, "question_id"=>68226, "org_id"=>8, "text"=>"The record number is available on Statistics Canada's website which can be accessed directly, or through our website: crdcn.org/data. E.g. Aboriginal People's Survey 2017 Record number:3250 https://www23.statcan.gc.ca/imdb/p2SV.pl?Function=getSurvey&SDDS=3250", "type"=>"guidance", "versionable_id"=>"60b5c385-21ed-4767-bc85-38d8194b117a"}) +Annotation.create({"id"=>63969, "question_id"=>68226, "org_id"=>8, "text"=>"The data source(s) for this project is/are the <<INSERT NAME OF SURVEYS/ADMINISTRATIVE RECORDS APPROVED>>. The current version(s) is/are: <<Record number>>.", "type"=>"example_answer", "versionable_id"=>"13c3c192-3412-4c8f-be2d-0b4a4547f720"}) +Question.create({"id"=>68227, "text"=>"Please describe the collection process for the supplemental or external data that will be part of your project.", "default_value"=>nil, "number"=>2, "section_id"=>22156, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"4fefb338-b22b-483f-a97a-9ab401e4cffa"}) +Annotation.create({"id"=>63971, "question_id"=>68227, "org_id"=>8, "text"=>"External or Supplemental data are the data used for your research project that are not provided to you by Statistics Canada through the Research Data Centre program.", "type"=>"guidance", "versionable_id"=>"cb3ea37c-1ba7-49d3-bc04-12c29bc32572"}) +Question.create({"id"=>68228, "text"=>"What file formats will the supplementary data be collected and processed in? Will these formats permit sharing and long-term access to the data? How will you structure, name and version these files in a way easily understood by others?", "default_value"=>nil, "number"=>3, "section_id"=>22156, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"4f865ea2-ba44-430c-ae1f-7a06a573254e"}) +Section.create({"id"=>22157, "title"=>"Documentation and Metadata", "description"=>"Documentation provided by Statistics Canada in the RDC will be available to any potential future users of these data. This documentation is freely available to those with approved projects, and contains information about the sample selection process, a copy of the questionnaire, and a codebook. Researchers should also think about how the metadata for their external data can be provided to other researchers. Best practices require that there be coordination between the internal and external data management. How to best manage this will depend on the nature of the external data.
", "number"=>2, "phase_id"=>3447, "modifiable"=>true, "versionable_id"=>"e44a959d-0ccf-4df8-9c7c-0ca1220b9897"}) +Question.create({"id"=>68229, "text"=>"What will you do to ensure that your research data contributions (syntax, output etc…) in your RDC project folder and (if applicable) your external analysis are properly documented, organized and accessible? ", "default_value"=>nil, "number"=>1, "section_id"=>22157, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"393f4f26-9ded-4970-a40f-dd0582abcce2"}) +Annotation.create({"id"=>63972, "question_id"=>68229, "org_id"=>8, "text"=>"Resources are available on the CRDCN website to help. A recommendation from CRDCN on how to document your research contributions can be found here. For ideas on how to properly curate reproducible research, you can go here: https://labordynamicsinstitute.github.io/replication-tutorial-2019/#/", "type"=>"guidance", "versionable_id"=>"5e961b84-0bfb-4617-972e-ada51886618f"}) +Question.create({"id"=>68230, "text"=>"How will you make sure that the syntax archived in your project folder (and if applicable that created for your external analysis) is created consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>22157, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"c5522829-80db-4256-895b-e0aed7c949dc"}) +Annotation.create({"id"=>63973, "question_id"=>68230, "org_id"=>8, "text"=>"Syntax: Any code used by the researcher to transform the raw data into the research results. This most commonly includes, but is not limited to, .do (Stata) files, .sas (SAS) files, and .r (R) R code.", "type"=>"guidance", "versionable_id"=>"9d85a2d1-ce6a-453a-a918-2719036b3120"}) +Question.create({"id"=>68231, "text"=>"Please provide the information about the availability of the metadata for your project here (both the RDC data and your external data). Some metadata for RDC datasets is available by contacting the RDC analyst.
\r\nHow will you ensure that the external/supplemental data are easily understood and correctly documented (including metadata)?
", "default_value"=>nil, "number"=>3, "section_id"=>22157, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"49aebbed-2df2-4ff5-b422-b8712eda81ac"}) +Annotation.create({"id"=>64797, "question_id"=>68231, "org_id"=>8, "text"=>"For a good starter resource on metadata see: https://www.go-fair.org/fair-principles/f2-data-described-rich-metadata/.
", "type"=>"guidance", "versionable_id"=>"a027328b-ef33-487a-803c-787bdceb5761"}) +Section.create({"id"=>22158, "title"=>"Storage and Backup", "description"=>"Data storage is managed by the CRDCN in partnership with Statistics Canada on Servers located across the network. The current policy of the CRDCN is to store project data (syntax, releases, and anything else stored in the project folder) for ten years. These data are backed up on site and accessible through a highly secured network from any of the other RDC locations. Raw data related to the research project are stored in perpetuity by Statistics Canada.
\r\nFor external research data, storage and backup are solely the responsibility of the researcher. Please consider the following questions as they relate to external data. These questions should also be considered for supplemental data if you plan to do parallel storage and backup of these data.
", "number"=>3, "phase_id"=>3447, "modifiable"=>true, "versionable_id"=>"bab48833-12a2-41ce-a894-2fb9ffcd10cb"}) +Question.create({"id"=>68233, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>22158, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"298d9027-c3ae-4d1e-ad9f-e123b1b16e91"}) +Annotation.create({"id"=>63975, "question_id"=>68233, "org_id"=>8, "text"=>"Because of the structure of the agreements under which supplemental data are brought into the RDC we highly recommend a parallel storage and backup to simplify sharing of these research data. Note that \"data\" here refers not only to the raw data, but to any and all data generated in the course of conducting the research.", "type"=>"guidance", "versionable_id"=>"9f42eb2a-32b0-44de-b0e2-18ee142564b8"}) +Question.create({"id"=>68234, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>22158, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"c27fb1c7-5aea-4aa5-95a8-e2923e13ebb5"}) +Question.create({"id"=>68235, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>22158, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"5c22f887-3840-458d-b257-97cb4cb05943"}) +Section.create({"id"=>22159, "title"=>"Preservation", "description"=>"The work conducted in the RDC for this project is kept based on the Contract ID provided by the RDC program which can be used by anyone on the project team to retrieve the code and supporting documents for a period of 10 years as described above in “Storage and Backup”. Raw data that is the property of Statistics Canada, i.e. RDC data, is permanently stored by Statistics Canada, but can never be released to the researcher. Researchers can also preserve all user-generated RDC research data that meets the criteria for release through a vetting request via a repository such as FRDR (though it is again emphasized that the raw RDC data cannot be shared). Best practices for reproducible work require indefinite preservation of research data (so in the case of RDC research, this means metadata, syntax, methodology). In addition to this preservation for the RDC work, the external data (and related syntax, metadata and methodology) should be preserved also.
", "number"=>4, "phase_id"=>3447, "modifiable"=>true, "versionable_id"=>"e5e2f2a2-cd86-4b9d-bc9b-3ddf367651b0"}) +Question.create({"id"=>68236, "text"=>"Will you deposit your syntax and other research data in a repository to preserve your files? Please describe your intended preservation of all research data here, noting how you will deal with any privacy concerns related to your supplemental/external data:", "default_value"=>nil, "number"=>1, "section_id"=>22159, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"cfee1432-8c3a-432e-8053-a9e159f4193f"}) +Section.create({"id"=>22160, "title"=>"Sharing and Reuse", "description"=>"Because the Statistics Canada Microdata files are collected under assurances of confidentiality and are owned and controlled by Statistics Canada, they cannot be shared by any member of the research team.
\r\nAccess to the data in the RDCs is governed by the CRDCN's Access and Fee-for-service policy in English or French. The policy provides free access to university-based researchers who are network members and provides access to others on a cost-recovery basis.
\r\nThe CRDCN and Statistics Canada promote their data holdings through social media and their respective websites. In addition, CRDCN data are required to be cited in any and all publications with the record number so that readers are able to find the data. In addition, all publications using RDC data should include the RDC contract ID so that potential users can find information on the original contract. This information is available on the CRDCN website (crdcn.org/publications).
\r\nFor your supplemental/external data, please answer the following questions aimed to satisfy the FAIR principles.
", "number"=>5, "phase_id"=>3447, "modifiable"=>true, "versionable_id"=>"61c36983-c088-40e1-8243-5862cdcd5b34"}) +Question.create({"id"=>68237, "text"=>"Outside of the data sharing/reuse that happens automatically within your project folder, what data will you be sharing, where, and in what form (e.g. raw, processed, analyzed, final)?
", "default_value"=>nil, "number"=>1, "section_id"=>22160, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"e815c7f0-44d5-4643-abfe-28a1ee2f3d45"}) +Annotation.create({"id"=>63976, "question_id"=>68237, "org_id"=>8, "text"=>"Consider also what file-format you will use. Will this file format be useable in the future? Is it proprietary?
", "type"=>"guidance", "versionable_id"=>"c6e5702a-a3f1-42ec-b573-054f1301bb0a"}) +Question.create({"id"=>68238, "text"=>"What type of end-user license will these shared data fall under?", "default_value"=>nil, "number"=>2, "section_id"=>22160, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"6f2363bc-f5e4-46e3-812e-19094e6151e6"}) +Question.create({"id"=>68239, "text"=>"What steps will you take to help the research community know that these data exist?", "default_value"=>nil, "number"=>3, "section_id"=>22160, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"b9510552-1840-45ea-b0f6-0b5090149ee4"}) +Section.create({"id"=>22161, "title"=>"Responsibilities and Resources", "description"=>"The CRDCN and Statistics Canada will maintain the research data even if the researcher leaves their organization.
\r\nCRDCN enjoys the support of CIHR, SSHRC and CFI as well as receiving funds from the partner universities. There is no charge to the users of the RDCs for the data management conducted under the auspices of CRDCN and Statistics Canada as described within this DMP.
\r\nCRDCN does not employ consistency checking to ensure that the code provided alongside requests for research results to be released from the secure facility truly creates the output as requested. The responsibility for ensuring that the code and documents describing their use work as intended and are clear to other users who might access them lies with the researchers in the RDC. The CRDCN has a mechanism to ensure that the code is saved alongside all of the research output used to support the conclusions of any published works.
\r\nResearchers should consider how to manage their external research data and should think about who on the project team will have responsibility for managing the research data and what resources might be required to do so. Where possible, the research data from within the RDC should be managed in a way that is coordinated with the external research data management.
In addition to the data management employed by Statistics Canada, it is possible for researchers to have research output that does not contain confidential data, including tables, syntax and other information, released from the RDC where it could be curated in a repository of the researcher’s choosing as described in the Preservation section. If you plan to do any supplemental storage or curation of your research data (either the user-generated research data from the RDC or the external/supplemental data), please comment on where the responsibility for curation and maintenance of this archive resides.
Any users of the RDC must be 'deemed employees' of Statistics Canada. To become a deemed employee, the Treasury Board mandates a security clearance process including a criminal background check, credit check and fingerprinting. Approval for access to data requires a peer-review process of a research proposal and an institutional review at Statistics Canada. In cases where a researcher’s scholarly work has been assessed through the tenure review process, they are considered peer-review pre-approved and only the institutional review is required.
\r\nOnce a researcher is granted access to the RDC they must take an Oath of Secrecy – promising never to disclose confidential data. Criminal penalties can apply under the Statistics Act for violations of this oath.
\r\nIntellectual property for work done within the RDC becomes property of Statistics Canada including code used to manipulate data. The collection and dissemination of, and access to, confidential microdata is conducted under the Statistics Act and complies with all legal requirements. The confidential microdata for this project cannot be shared, posted, or copied. Access to the data is available exclusively through Statistics Canada and the RDC program. More information on how to access data is available here in English or French.
\r\n
In general, research ethics clearance is not required for research conducted in the RDC. A statement from the CRDCN on the topic is available here in English or French.
Please respond to the following ethical compliance questions as they relate to your external/supplemental data. If your project underwent research-ethics review at your institution, you can summarize the submission instead of answering these questions.
", "number"=>7, "phase_id"=>3447, "modifiable"=>true, "versionable_id"=>"ffe16fbd-5bec-4e45-82b2-41a3125317bd"}) +Question.create({"id"=>68243, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>22162, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"12d7687b-75c4-4f11-a53b-67191c7dfd08"}) +Annotation.create({"id"=>63978, "question_id"=>68243, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. Decisions should align with Research Ethics Board requirements. Methods used to share data will be dependent on the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others.
\r\nReused from: Digital Curation Centre. (2013). Checklist for a Data Management Plan. v.4.0. Restrictions can be imposed by limiting physical access to storage devices, placing data on computers with no access to the Internet, through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox", "type"=>"guidance", "versionable_id"=>"074345d9-7583-4b48-8715-3e7b84e49fa2"}) +Question.create({"id"=>68244, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>22162, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"d039b13f-5848-4eee-bcbc-db5617955749"}) +Annotation.create({"id"=>63979, "question_id"=>68244, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources. Read more about data security: UK Data Archive.", "type"=>"guidance", "versionable_id"=>"4032634d-d68b-412b-a2e4-2860c83a6133"}) +Question.create({"id"=>68245, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>22162, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"a5053e60-2d76-4dde-93a7-ebfa2e25571f"}) +Annotation.create({"id"=>63980, "question_id"=>68245, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
\r\nInclude here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"96137b9c-f898-46c4-a681-1488723fbe9e"}) +Question.create({"id"=>68246, "text"=>"If you feel there are any other legal or ethical requirements for your project please describe them here:", "default_value"=>nil, "number"=>4, "section_id"=>22162, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"a87a16ca-2602-46e2-8709-54488f65a909"}) +Template.create!({"id"=>3925, "title"=>"Alliance Simplified Template (Funding Application Stage)", "description"=>"This data management plan (DMP) template was collaboratively developed by the Digital Research Alliance of Canada Data Management Planning Expert Group (DMPEG). The template has been designed specifically to support researchers in meeting DMP requirements at the funding opportunity application stage.
\nGiven the purpose of this DMP template, it includes questions and guidance that are deemed most relevant at the funding opportunity stage. It is recognized that a more detailed DMP may be required to optimally support research projects moving forward and across the research data lifecycle.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>1, "customization_of"=>nil, "family_id"=>586916378, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>3994, "title"=>"DMP", "description"=>nil, "number"=>1, "template_id"=>3925, "modifiable"=>true, "versionable_id"=>"28fd208d-b280-4676-aa6c-a6962c644d0c"}) +Section.create({"id"=>25130, "title"=>"Introductory Guidance", "description"=>"Before beginning to develop your data management plan (DMP) you should always consider as applicable:
\r\nPolicies & requirements:
\r\nEnsure that you are familiar with, and that your proposed research data management practices abide by, any relevant and applicable policies and requirements, including funder and organizational requirements, ethical requirements (such as TCPS2), and publisher or journal policies.
\r\nGuiding Principles:
\r\nConsider how your data management practices will appropriately support the tenets of open science, including FAIR, a set of guiding principles focused towards making data findable, accessible, interoperable, and reusable. Information and resources relating to the FAIR principles can be found at the GOFAIR website at: https://www.go-fair.org/fair-principles/
\r\nIndigenous data governance:
\r\nIf your research engages with or involves Indigenous communities in any way, be aware of and consider your obligations under policy and ethical guidelines, including best practices and requirements for conducting Indigenous research as outlined by Tri-Agency frameworks and, as applicable, institutional policies. Ideally, a data management plan should be co-developed with the Indigenous communities that your research involves.
\r\nSome notable guiding principles and resources that you may find useful to refer to include:
\r\nOther community specific resources may be available as they relate to your research. Connecting with Indigenous communities and consulting resources early will help to ensure your project incorporates best practices relating to Indigenous data sovereignty from the start.
\r\nResponsibilities & resources:
\r\nConsider who will be responsible for various aspects of research data management, including such things as data collection and/or acquisition, analysis, storage and security, and long-term data stewardship. Depending upon your project’s needs, responsibilities may be assigned to specific individuals or be shared, including by the principal investigator, co-investigators, research staff, trainees, another individual, or an organization.
\r\nYou should also consider what resources may be required in order to meet your project’s data management needs, including if dedicated positions or outsourcing of tasks is required, and how these costs will be met. Building data management support into your research budget will help to ensure that your project’s needs are met.
", "number"=>1, "phase_id"=>3994, "modifiable"=>true, "versionable_id"=>"6f7ffd61-861e-4bf6-b84e-a96c6b7b838e"}) +Question.create({"id"=>77335, "text"=>"Introductory Guidance", "default_value"=>nil, "number"=>1, "section_id"=>25130, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"e4bd4260-dade-4de7-846f-d3748e516391"}) +Section.create({"id"=>25129, "title"=>"Plan Questions", "description"=>nil, "number"=>2, "phase_id"=>3994, "modifiable"=>true, "versionable_id"=>"88726c69-91eb-43ad-81b9-1d424e1719d2"}) +Question.create({"id"=>77314, "text"=>"What considerations will you take into account with respect to ethical, legal, or commercial issues?
\r\nDescribe any applicable ethical, legal, or commercial considerations related to your project and data. This includes research involving Indigenous communities and knowledges, human subjects, legal and commercial considerations/agreements, partnerships or data with a high level of risk associated with it
", "default_value"=>nil, "number"=>1, "section_id"=>25129, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"00565e3b-d412-4b5d-8f04-2025a1f30b39"}) +Annotation.create({"id"=>73466, "question_id"=>77314, "org_id"=>8, "text"=>"Consider how you will manage data throughout the lifecycle of the project, including how you will safeguard information, protect potentially sensitive data, support potential long-term data stewardship, and meet requirements, including those set forth by funders, research ethics boards, or other obligations, as applicable. If needed, contact key areas at your institution or organization for guidance and to find out what resources and support are available.
\r\nSome notable key considerations include:
\r\nWhat data will you collect or otherwise bring into your project under this plan?
\r\nDescribe the data that will be collected, generated, and/or acquired.
", "default_value"=>nil, "number"=>2, "section_id"=>25129, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"27f4c238-2a87-4e34-b70c-6fad12ebcd29"}) +Annotation.create({"id"=>73467, "question_id"=>77315, "org_id"=>8, "text"=>"Research data refers to any information that is collected, observed, generated, or acquired to validate your research findings.
\r\nNotable examples of research data may include data files, questionnaires, transcripts, samples, physical collections, software, models, algorithms, lab notebook, codebooks, methodologies, workflows, and other materials to be produced during the course of the project.
\r\nWhen describing your data be sure to:
\r\nHow will you document data for future re-use or validation?
\r\nDescribe how you will document your data to ensure that it is easily read and interpreted correctly throughout the research process.
\r\nIf applicable, specify any data and/or metadata standards that are being used to support your research project.
", "default_value"=>nil, "number"=>3, "section_id"=>25129, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"e97d421b-0c16-4585-8a85-d2dc9aabcaa3"}) +Annotation.create({"id"=>73468, "question_id"=>77316, "org_id"=>8, "text"=>"Structured documentation allows for your research and data to be understood, reproduced, and, potentially, reused by others. Notable examples of data documentation may include such things as data dictionaries, codebooks, readme files, lab and/or field notes, code and syntax, user guides, etc.
\r\nMetadata standards provide a set list of descriptive fields (similar to a vocabulary) for providing relevant contextual information to describe data. Most metadata standards use open and machine-readable formats (e.g., JSON; XML), which facilitates opportunities for interoperability, including future exchange and reuse of metadata between systems and software used for analysis, as well as for supporting data sharing and indexing in a repository or database for search and discovery purposes.
\r\nConsider at the funding application stage how you will ensure that your data is efficiently documented and captured through out your project (e.g. scripting, tool-generated, user-documented), including by whom, can help to identify needs, including staffing resources and expertise, that may possibly be built into your application and supported through grant funds.
\r\nAs needed, connect with local expertise at your institution or organization, including the Library, for assistance when considering your project’s metadata needs, including identifying if there are existing metadata standards that can be used.
", "type"=>"guidance", "versionable_id"=>"1476d037-33b2-45be-ba51-17784619a914"}) +Question.create({"id"=>77317, "text"=>"How will data be stored, accessed and worked with?
\r\nDescribe both where and how data will be stored, accessed, and worked with during the active phases of your research including as applicable:
\r\nConsider and identify both where and how data will be stored, accessed, and worked with across the active phases of your research. Projects involving multiple people (e.g., co-investigators, research staff, trainees, partners) need to consider who requires access, as well as how they will work with data.
\r\nIf you are working with sensitive data, you will require secure storage. Contact your institution’s IT services to discuss options. If you are working with data from human participants, you will need to follow any directions from your local research ethics board.
\r\nMany server and cloud based environments, such as the Digital Research Alliance of Canada’s freely available Rapid Access Service, can support projects’ active data storage and access needs, including for geographically dispersed teams, greatly reducing the need for data transferring and storing data on personal computers and mobile devices.
\r\nNotable things to consider and describe as able at the funding application stage include:
\r\nIf for any reason data are being worked with or stored on personal computers or mobile devices, describe how you will ensure that data are backed up to prevent data loss, including if to an external hard drive, a server, and/or a cloud solution. You may also want to contact your institution's data library or IT divisions to ensure you are compliant with local policies.
", "type"=>"guidance", "versionable_id"=>"faa2bda8-4997-4f85-b01a-21f516c9a145"}) +Question.create({"id"=>77318, "text"=>"How will data be managed, discoverable, and accessible for the long term?
\r\nDescribe plans for long-term management of your data after the active phases of your research have concluded including data deposit and sharing.
\r\nConsider and describe as applicable plans for:
\r\nDescribe the steps you will take to ensure your data will remain, as appropriate, discoverable and accessible over time while considering:
\r\nWill you deposit any versions of your data into a digital research data repository for open discovery, appropriate access, and potential reuse by others?
\r\nWhen planning to deposit data, consider repositories that assign a persistent identifier as these support both its discovery and citability. Two free-to-use generalist (not discipline specific) data repositories in Canada are:
\r\nSome repositories and institutions may provide support for curation activities. Curators can work with you to help ensure your data are appropriately formatted and documented, which contributes to its long term value.
\r\nConnect with local expertise at your institution or organization, including the Library, for assistance when considering your project’s long-term management and deposit needs, including if there are resources, expertise, and/or repository solutions that can be leveraged.
", "type"=>"guidance", "versionable_id"=>"378acb1e-0a0b-4eff-9c6b-772ba931de45"}) +Template.create!({"id"=>3848, "title"=>"Alliance Template for Mixed Methods (Surveys & Qualitative Research)", "description"=>"This mixed methods data management plan template was developed for use within the Portage DMP Assistant and is meant to assist researchers conducting mixed methods research (e.g., surveys and qualitative interviews/focus groups) in developing high quality data management plans to support their research. The template consists of a number of categories, questions, and customized guidance that relate directly to mixed methods research.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>1, "visibility"=>1, "customization_of"=>nil, "family_id"=>1388567390, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>3896, "title"=>"Alliance Template for Mixed Methods (Surveys & Qualitative Research)", "description"=>"This mixed methods data management plan template was developed for use within the Portage DMP Assistant and is meant to assist researchers conducting mixed methods research (e.g., surveys and qualitative interviews/focus groups) in developing high quality data management plans to support their research. The template consists of a number of categories, questions, and customized guidance that relate directly to mixed methods research.
", "number"=>1, "template_id"=>3848, "modifiable"=>true, "versionable_id"=>"1945d993-f3da-4a84-ad7f-ae2560946956"}) +Section.create({"id"=>24611, "title"=>"Research Data Management Policies", "description"=>nil, "number"=>1, "phase_id"=>3896, "modifiable"=>true, "versionable_id"=>"1ba88e26-2fb2-404b-ae31-bf9365303b26"}) +Question.create({"id"=>75834, "text"=>"Are there any research data management policies in place that outline requirements and/or best practice guidance regarding the management of your data? If so, provide details and, if helpful, URL links to these policies. ", "default_value"=>nil, "number"=>1, "section_id"=>24611, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"d7813b8c-de39-4081-bdb6-1c716019aaa2"}) +Annotation.create({"id"=>71825, "question_id"=>75834, "org_id"=>8, "text"=>"Examples of research data management policies that may be in place include those set forth by funders, post secondary institutions, legislation, and communities.Examples of these might include:
\r\nThere are many potential sources of existing data, including research data repositories, research registries, and government agencies.
\r\nExamples of these include:
\r\nYou may also wish to contact the Library at your institution for assistance in searching for any existing data that may be useful to your research.
", "type"=>"guidance", "versionable_id"=>"df281d4e-d26f-4387-8bf3-e7e0f5102804"}) +Question.create({"id"=>75837, "text"=>"It is important to identify and understand as early as possible the methods which you will employ in collecting your data to ensure that they will support your needs, including supporting the secure collection of sensitive data if applicable.
\r\nDescribe the method(s) that you will use to collect your data.
", "default_value"=>nil, "number"=>3, "section_id"=>24612, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"19698dfb-f98a-448a-a6ae-5d567f645954"}) +Annotation.create({"id"=>71828, "question_id"=>75837, "org_id"=>8, "text"=>"Include a description of any methods that you will use to collect data, including electronic platforms or paper based methods. For electronic methods be sure to include descriptions of any privacy policies as well as where and how data will be stored while within the platform.
For an example of a detailed mixed methods description, see this Portage DMP Exemplar in either English or French.
There are many electronic survey data collection platforms to choose from (e.g., Qualtrics, REDCap, Hosted in Canada Surveys). Understanding how and where your survey data will be collected and stored is an essential component of managing your data and ensuring that you are adhering to any security requirements imposed by funders or research ethics boards.
\r\nAdditionally, it is important to clearly understand any security and privacy policies that are in place for any given electronic platform that you will use for collecting your data - examples of such privacy policies include those provided by Qualtrics (survey) and Zoom (interviews).", "type"=>"guidance", "versionable_id"=>"24d57dcf-daa6-41df-9a97-ebe986a8384d"}) +Question.create({"id"=>75838, "text"=>"If interview and/or focus group audio recordings will be transcribed, describe how this will securely occur, including if it will be performed internally to the research team or externally (outsourced), and/or if any software and/or electronic platforms or services will be used for transcribing.", "default_value"=>nil, "number"=>4, "section_id"=>24612, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"2e2e88c4-9d2d-46b8-a6f1-e19e73b21c7f"}) +Annotation.create({"id"=>71829, "question_id"=>75838, "org_id"=>8, "text"=>"To support transcribing activities within your research project, it is recommended that you implement a transcribing protocol which clearly outlines such things as formatting instructions, a summary of contextual metadata to include, participant and interviewer anonymization, and file naming conventions.
\r\nWhen outsourcing transcribing services, and especially when collecting sensitive data, it is important to have a confidentiality agreement in place with transcribers, including a protocol for their deleting any copies of data once it has been transcribed, transferred, and approved. Additionally, you will need to ensure that methods for transferring and storing data align with any applicable funder or institutional requirements.
", "type"=>"guidance", "versionable_id"=>"03868e74-8529-4e23-b989-06339bec0238"}) +Question.create({"id"=>75839, "text"=>"Describe how your data will be securely transferred, including from data collection devices/platforms and, if applicable, to/from transcriptionists.", "default_value"=>nil, "number"=>5, "section_id"=>24612, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"35b72d9a-ed47-421b-a0f7-876e6e7d596c"}) +Annotation.create({"id"=>71830, "question_id"=>75839, "org_id"=>8, "text"=>"Transferring of data is a critical stage of the data collection process, and especially so when managing sensitive information. Data transfers may occur:
\r\nIt is best practice to identify data transfer methods that you will use before your research begins.
\r\nSome risks associated with the transferring of data include loss of data, unintended copies of data files, and data being provided to unintended recipients. You should avoid transferring data using unsecured methods, such as email. Typical approved methods for transferring data include secure File Transfer Protocol (SFTP), secure extranets, or other methods approved by your institution.
\r\nTalk to your local IT support to identify secure data transferring methods available to you.
", "type"=>"guidance", "versionable_id"=>"16853699-6a73-491a-9166-e0a6f0aa2b8d"}) +Question.create({"id"=>75840, "text"=>"Describe all of the file formats that your data will exist in, including for the various versions of both survey and qualitative interview/focus group data. Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>6, "section_id"=>24612, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"179d529c-2e26-447c-9dc2-afc8f047b6d2"}) +Annotation.create({"id"=>71831, "question_id"=>75840, "org_id"=>8, "text"=>"Ensuring that your data files exist in non-proprietary formats helps to ensure that they are able to be easily accessed and reused by others in the future.
\r\nExamples of non-proprietary file formats include:
\r\nSurveys: CSV; HTML; Unicode Transformation Formats
\r\nQualitative interviews:
\r\nFor more information and resources pertaining to file formats you may wish to visit:
\r\nInclude a description of the survey codebook(s) (data dictionary), as well as how it will be developed and generated. You should also include a description of the interview data that will be collected, including any important contextual information and metadata associated with file formats.
\r\nYour documentation may include study-level information about:
\r\nA complete description of the data files may include:
\r\nHigh quality documentation and metadata help to ensure accuracy, consistency, and completeness of your data. It is considered best practice to develop and implement protocols that clearly communicate processes for capturing important information throughout your research project. Example topics that these protocols might cover include file naming conventions, file versioning, folder structure, and both descriptive and structural metadata.
\r\nResearchers and research staff should ideally have the opportunity to contribute to the content of metadata protocols, and it is additionally useful to consult regularly with members of the research team to capture any potential changes in data collection/processing that need to be reflected in the documentation.", "type"=>"guidance", "versionable_id"=>"04a6d14c-6b94-4411-a056-79b0f3e48df1"}) +Question.create({"id"=>75844, "text"=>"Describe any metadata standard(s) and/or tools that you will use to support the describing and documenting of your data. ", "default_value"=>nil, "number"=>4, "section_id"=>24613, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"90abab15-6c40-461e-836c-f2ec3c4ee70d"}) +Annotation.create({"id"=>71835, "question_id"=>75844, "org_id"=>8, "text"=>"Metadata are descriptions of the contents and context of data files. Using a metadata standard (a set of required fields to fill out) helps to ensure that your documentation is consistent, structured, and machine-readable, which is essential for depositing data in repositories and making it easily discoverable by search engines.
\r\nThere are both general and discipline-specific metadata standards and tools for research data.
\r\nOne of the most widely used metadata standards for surveys is DDI (Data Documentation Initiative), a free standard that can document and manage different stages in the research data lifecycle including data collection, processing, distribution, discovery and archiving.
\r\nFor assistance with choosing a metadata standard, support may be available at your institution’s Library or contact dmp-assistant@tech.alliancecan.ca. ", "type"=>"guidance", "versionable_id"=>"16b8495f-fa11-4bbf-9d37-97ca0927c19f"}) +Section.create({"id"=>24614, "title"=>"Storage, Access, and Backup", "description"=>nil, "number"=>4, "phase_id"=>3896, "modifiable"=>true, "versionable_id"=>"ea7414ef-f59f-4451-9c4e-764e2a71c011"}) +Question.create({"id"=>75845, "text"=>"Describe where, how, and for how long data will be securely stored during the active phases of the research project. If any data are to be collected through the use of electronic platforms, account for their usage within your data storage description. Include a description of any policies and procedures that will be in place to ensure that data are regularly backed-up.", "default_value"=>nil, "number"=>1, "section_id"=>24614, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"41eb366d-7823-4c6e-bb2b-06e42d241177"}) +Annotation.create({"id"=>71836, "question_id"=>75845, "org_id"=>8, "text"=>"Data storage is a critical component of managing your research data, and secure methods should always be used, especially when managing sensitive data. Storing data on USB sticks, laptops, computers, and/or external hard drives without a regular backup procedure in place is not considered to be best practice due to their being a risk both for data breaches (e.g., loss, theft) as well as corruption and hardware failure. Likewise, having only one copy, or multiple copies of data stored in the same physical location does little to mitigate risk.
\r\nMany universities offer networked file storage which is automatically backed up. Contact your local (e.g., faculty or organization) and/or central IT services to find out what secure data storage services and resources they are able to offer to support your research project.
\r\nAdditionally, you may wish to consider investigating Computer Canada's Rapid Access Service which provides Principal Investigators at Canadian post-secondary institutions with a modest amount of storage and cloud resources at no cost.", "type"=>"guidance", "versionable_id"=>"80f84426-053e-4eaa-a487-6c14df9cffd3"}) +Question.create({"id"=>75846, "text"=>"Describe how members of the research team will securely access and work with data during the active phases of the research project. ", "default_value"=>nil, "number"=>2, "section_id"=>24614, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"c99fcc78-5f83-4a35-8e71-559a830ca258"}) +Annotation.create({"id"=>71837, "question_id"=>75846, "org_id"=>8, "text"=>"It is important to determine at the early stages of your research project how members of the research team will appropriately access and work with data. If researchers will be working with data using their local computers (work or personal) then it is important to ensure that data are securely transferred (see previous question on data transferring), computers may need to be encrypted, and that all processes meet any requirements imposed by funders, institutions, and research ethics offices.
\r\nWhen possible, it can be very advantageous to use a cloud-based environment so that researchers can remotely access and work with data, reducing the need for data transferring and associated risks, as well as unnecessary copies of data existing.
\r\nOne such cloud environment that is freely available to Canadian researchers is Compute Canada’s Rapid Access Service. ", "type"=>"guidance", "versionable_id"=>"e0a62b2e-a967-4949-a1ab-8cdb114fd8b6"}) +Question.create({"id"=>75847, "text"=>"Describe how much storage space you will require during the active phases of the research project, being sure to take into account file versioning and data growth.", "default_value"=>nil, "number"=>3, "section_id"=>24614, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"5bac0951-f3e7-4382-9940-85fca7ec0451"}) +Annotation.create({"id"=>71838, "question_id"=>75847, "org_id"=>8, "text"=>"Think about all of the data that will be generated, including their various versions, and estimate how much space (e.g., megabytes, gigabytes, terabytes) will be required to store them.
\r\nThe type of data you collect, along with the length of time that you require active storage, will impact the resources that you require. Textual and tabular data files are usually very small (a few megabytes) unless you have a lot of data. Video files are usually very large (hundreds of megabytes up to several gigabytes). If you have a large amount of data (gigabytes or terabytes), it will be more challenging to share and transfer it. You may need to consider networked storage options or more sophisticated backup methods.
\r\nYou may wish to contact your local IT services to discuss what data storage options are available to you, or consider the use of Compute Canada’s Rapid Access Service. ", "type"=>"guidance", "versionable_id"=>"a9286834-e40f-42fc-82bd-fae318e769ec"}) +Section.create({"id"=>24615, "title"=>"Preservation", "description"=>nil, "number"=>5, "phase_id"=>3896, "modifiable"=>true, "versionable_id"=>"1179dbd6-85c4-446c-b98f-cc3ff59218df"}) +Question.create({"id"=>75848, "text"=>"Describe how you will ensure that your data is preservation ready, including the file format(s) that they will be preserved in and. Explain how you will prevent data from being lost while processing and converting files.", "default_value"=>nil, "number"=>1, "section_id"=>24615, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"77778f54-3fd8-4c3c-b760-d076df1e8572"}) +Annotation.create({"id"=>71839, "question_id"=>75848, "org_id"=>8, "text"=>"Proprietary data formats are not optimal for long-term preservation of data as they typically require specialized licensed software to open them. Such software may have costs associated with its use, or may not even be available to others wanting to re-use your data in the future.
\r\nNon-proprietary file formats, such as comma-separated values (.csv), text (.txt) and free lossless audio codec (.flac), are considered preservation-friendly. The UK Data Archive provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify the steps required to ensure the data you are choosing to preserve is error-free, and converted to recommended formats with a minimal risk of data loss following project completion. Some strategies to remove identifiers in images, audio, and video (e.g. blurring faces, changing voices) also remove information of value to other researchers.
\r\nSee this Portage DMP Exemplar in English or French for more help describing preservation-readiness.
", "type"=>"guidance", "versionable_id"=>"9115aaf5-c4df-4a57-b015-f42279613b11"}) +Question.create({"id"=>75849, "text"=>"Describe where you will preserve your data for long-term preservation, including any research data repositories that you may be considering to use. If there are any costs associated with the preservation of your data, include those details.", "default_value"=>nil, "number"=>2, "section_id"=>24615, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"19931f19-0a34-4b0a-ab2e-2099f73dde39"}) +Annotation.create({"id"=>71840, "question_id"=>75849, "org_id"=>8, "text"=>"A research data repository is a technology-based platform that allows for research data to be:
\r\nThere are different types of repositories including:
\r\nA key feature of a trusted research data repository is the assignment of a digital object identifier (DOI) to your data - a unique persistent identifier assigned by a registration agency to identify digital content and provide a persistent link to its location, enabling for long-term discovery.
\r\nDataverse is one of the most popular research data repository platforms in Canada for supporting the deposition of survey data and qualitative text files. Key features of Dataverse include the assignment of a DOI, the ability to make your data both open or restricted access, built in data citations, file versioning, and the ability to create customized terms of use pertaining to your data. Contact your local university Library to find out if there is a Dataverse instance available for you to use.
\r\nRe3data.org is an online registry of data repositories, which can be searched according to subject, content type and country. Find a list of Canadian research data repositories.", "type"=>"guidance", "versionable_id"=>"a7ccc151-2cc1-41f8-ab9f-5a50de976016"}) +Section.create({"id"=>24616, "title"=>"Sharing and Reuse", "description"=>nil, "number"=>6, "phase_id"=>3896, "modifiable"=>true, "versionable_id"=>"b96d6436-88b5-4712-acbc-46aea71d2b11"}) +Question.create({"id"=>75850, "text"=>"Describe what data you will be sharing, including which version(s) (e.g., raw, processed, analyzed) and in what format(s). ", "default_value"=>nil, "number"=>1, "section_id"=>24616, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"ac7aa17d-2879-4476-a005-49c731b79a3a"}) +Annotation.create({"id"=>71841, "question_id"=>75850, "org_id"=>8, "text"=>"Consider which data you are planning to share or that you may need to share in order to meet funding or institutional requirements. As well, think about which data may possibly be restricted for reasons relating to confidentiality and/or privacy. If you are planning to share either/both survey and qualitative interviews data that require de-identification, explain how any necessary direct and indirect identifiers will be removed.
\r\nExamples of file versions are:
\r\nRemember, research involving human participants typically requires participant consent to allow for the sharing of data. Along with your data, you should ideally include samples of the study information letter and participant consent form, as well as information relating to your approved institutional ethics application.
", "type"=>"guidance", "versionable_id"=>"26e2108a-9ddb-4a74-899f-49e78a57f9a0"}) +Question.create({"id"=>75851, "text"=>"Describe whether there will be any restrictions placed on your data when they are made available and who may access them. If data are not openly available, describe the process for gaining access.", "default_value"=>nil, "number"=>2, "section_id"=>24616, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"00f34952-f8ca-4118-a28b-7c39f537e422"}) +Annotation.create({"id"=>71842, "question_id"=>75851, "org_id"=>8, "text"=>"It may be necessary or desirable to restrict access to your data for a limited time or to a limited number of people, for:
\r\nStrategies to mitigate these issues may include:
\r\nIf applicable, consider creating a Terms of Use document to accompany your data.
", "type"=>"guidance", "versionable_id"=>"31708182-4210-4727-8542-3ec0637e1de0"}) +Question.create({"id"=>75852, "text"=>"What type of end-user license will you include with your data? ", "default_value"=>nil, "number"=>3, "section_id"=>24616, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"217cb252-6a2e-46af-b806-9828d6832667"}) +Annotation.create({"id"=>71843, "question_id"=>75852, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, it is considered as best practice to include a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
\r\nThere are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
\r\nRead more about data licensing: UK Digital Curation Centre.", "type"=>"guidance", "versionable_id"=>"fc85f4b9-edea-41b1-afca-a0bd6efc83c1"}) +Section.create({"id"=>24617, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>7, "phase_id"=>3896, "modifiable"=>true, "versionable_id"=>"a067b6f5-d528-4f7d-ada4-34588781bf6a"}) +Question.create({"id"=>75853, "text"=>"Who will be responsible for data management during the project (i.e., during collection, processing, analysis, documentation)? Identify staff and organizational roles and their responsibilities for carrying out the data management plan (DMP), including time allocations and training requirements.", "default_value"=>nil, "number"=>1, "section_id"=>24617, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"0ab8dd8c-ea45-4ff0-9fac-e08ebb00df96"}) +Annotation.create({"id"=>71844, "question_id"=>75853, "org_id"=>8, "text"=>"Research data management is a shared responsibility that can involve many research team members including the Principal Investigator, co-investigators, collaborators, trainees, and research staff. Some projects warrant having a dedicated research data manager position. Think about your project and its needs, including the time and expertise that may be required to manage the data and if any training will be required to prepare members of the research team for these duties.
\r\nLarger and more complex research projects may additionally wish to have a research data management committee in place which can be responsible for data governance, including the development of policies and procedures relating to research data management. This is a useful way to tap into the collective expertise of the research team, and to establish robust policies and protocols that will serve to guide data management throughout your project.
", "type"=>"guidance", "versionable_id"=>"6bc7f573-1078-4691-aa91-46ed96d7dadd"}) +Question.create({"id"=>75854, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>24617, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"7d9c66a3-4c8d-4f40-a49f-e9fa6046b306"}) +Annotation.create({"id"=>71845, "question_id"=>75854, "org_id"=>8, "text"=>"It is important to think ahead and be prepared for potential PI and/or research team members changes should they occur. Developing data governance policies that clearly indicate a succession strategy for the project’s data will help greatly in ensuring that the data continue to be effectively and appropriately managed. Such policies should clearly describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility. ", "type"=>"guidance", "versionable_id"=>"89f6bbf1-132f-4714-8d2c-ee8389ae059a"}) +Question.create({"id"=>75855, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>24617, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"b7a61fd1-69e9-4eb1-acc8-931bce6ebc22"}) +Annotation.create({"id"=>71846, "question_id"=>75855, "org_id"=>8, "text"=>"Estimate as early as possible the resources and costs associated with the management of your project’s data. This estimate should incorporate costs incurred both during the active phases of the project as well as those potentially required for support of the data once the project is finished, including preparing the data for deposit and long-term preservation.
\r\nMany funding agencies will provide support for research data management, so these estimates may be included within your proposed project budget. Items that may be pertinent to mixed methods research include such things as a dedicated research data management position (even if it is part-time), support for the use of a digital survey data collection platform, computers/laptops, digital voice recorders, specialized software, transcription of qualitative interviews, data storage, data deposition, and data preservation.
", "type"=>"guidance", "versionable_id"=>"34cde2f8-eb55-4b26-919d-11f6555f245f"}) +Section.create({"id"=>24618, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>8, "phase_id"=>3896, "modifiable"=>true, "versionable_id"=>"e37d254e-227c-4f42-ae95-32bcae7522c7"}) +Question.create({"id"=>75856, "text"=>"If applicable, what strategies will you undertake to address secondary uses of data, and especially those which are sensitive in nature?", "default_value"=>nil, "number"=>1, "section_id"=>24618, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"6f198c9f-c105-4fc2-ad3a-56321b3c24ae"}) +Annotation.create({"id"=>71847, "question_id"=>75856, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers, as well as what version(s) of the data may be shared and re-used. For example, it may stipulate that the data will only be shared for non-profit research purposes, that the data will not be linked with personally identified data from other sources, and that only de-identified and/or aggregated data may be reused. In the case of qualitative interviews, this may include only the de-identified transcriptions of interviews and/or analytic files containing de-identified contextual information.
\r\nSensitive data in particular should always receive special attention and be clearly identified and documented within your DMP as to how they will be managed throughout your project including data collection, transferring, storage, access, and both potential sharing, and reuse.
\r\nYour data management plan and deposited data should both include an identifier or link to your approved research ethics application form as well as an example of any participant consent forms.
", "type"=>"guidance", "versionable_id"=>"8d4d38a5-18a5-47a0-8f45-3b03d95a2bb8"}) +Question.create({"id"=>75857, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>2, "section_id"=>24618, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"f75005bd-d41b-4b04-9e5e-24528d91acb3"}) +Annotation.create({"id"=>71848, "question_id"=>75857, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer, research services office, and/or research ethics office.
\r\nInclude here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"0ad12d56-0eb3-465a-b9c2-dc59edc6191c"}) +Template.create!({"id"=>3873, "title"=>"Alliance Template for Open Science Workflows", "description"=>"This template guides the writing of a research data management plan (DMP) with an open science/open scholarship workflow, which uses mixed social sciences research methods, producing quantitative as well as qualitative datasets. The questions emphasize data sharing and reuse throughout the project, not only at the final stage of publication. This DMP template will be most useful to researchers who are working in a multi-institutional partnership and who have already completed a funding application and an ethics review protocol. The DMP is a living document: don’t forget to revisit your DMP throughout the research project to update or review your responses.
\nNot all of these questions will apply to all research projects. We encourage you to respond to as many as possible but ultimately, you and your team have to decide which questions and answers apply to your workflow.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>2, "visibility"=>1, "customization_of"=>nil, "family_id"=>43432169, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>3931, "title"=>"Alliance Template for Open Science Workflows", "description"=>"This template guides the writing of a research data management plan (DMP) with an open science/open scholarship workflow, which uses mixed social sciences research methods, producing quantitative as well as qualitative datasets. The questions emphasize data sharing and reuse throughout the project, not only at the final stage of publication. This DMP template will be most useful to researchers who are working in a multi-institutional partnership and who have already completed a funding application and an ethics review protocol. The DMP is a living document: don’t forget to revisit your DMP throughout the research project to update or review your responses.
\r\nNot all of these questions will apply to all research projects. We encourage you to respond to as many as possible but ultimately, you and your team have to decide which questions and answers apply to your workflow.
", "number"=>1, "template_id"=>3873, "modifiable"=>true, "versionable_id"=>"e6951813-58f1-4b51-918d-5b29a744541d"}) +Section.create({"id"=>24790, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>1, "phase_id"=>3931, "modifiable"=>true, "versionable_id"=>"1e26e580-841e-4e88-b4f2-5678e833eb25"}) +Question.create({"id"=>76417, "text"=>"Who will be responsible for data management? Will the Principal Investigator (PI) hold all responsibility during and beyond the project, or will this be divided among a team or partner organizations?", "default_value"=>nil, "number"=>1, "section_id"=>24790, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"87268b11-ca08-4ae3-9697-5744ca26fa3c"}) +Annotation.create({"id"=>72479, "question_id"=>76417, "org_id"=>8, "text"=>"Assign responsibilities: Once completed, your data management plan will outline important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the time frame associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>"b03f2ff9-d7fd-4aa2-866b-360022d6b0ec"}) +Question.create({"id"=>76418, "text"=>"In the event that the PI leaves the project, who will replace them? Who will take temporary responsibility until a new PI takes over?", "default_value"=>nil, "number"=>2, "section_id"=>24790, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"15553fae-6358-45c9-8cfd-83eb58a75810"}) +Annotation.create({"id"=>72480, "question_id"=>76418, "org_id"=>8, "text"=>"Succession planning: The PI is usually in charge of maintaining data accessibility standards for the team. Consider who will field questions about accessing information or granting access to the data in the event the PI leaves the project. Usually the Co-PI takes over the responsibilities.
\r\nIndicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>"f9d4e86d-aa97-48c9-9cbe-b8258e28564f"}) +Question.create({"id"=>76419, "text"=>"List all expected resources for data management required to complete your project. What hardware, software and human resources will you need? What is your estimated budget?", "default_value"=>nil, "number"=>3, "section_id"=>24790, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"0d803857-de44-4cf2-89cc-cc9c3042880d"}) +Annotation.create({"id"=>72481, "question_id"=>76419, "org_id"=>8, "text"=>"Budgeting: Common purchases are hard drives, cloud storage or software access. TU Delft’s Data Management Costing Tool is helpful to determine the share of human labor (FTE) that should be allocated for research data management.", "type"=>"guidance", "versionable_id"=>"ebf2728e-23ab-4044-893c-e2eb6c26c8fc"}) +Section.create({"id"=>24791, "title"=>"Data Collection", "description"=>nil, "number"=>2, "phase_id"=>3931, "modifiable"=>true, "versionable_id"=>"be274f01-2b3b-4e22-9bdc-b66f5c5acab3"}) +Question.create({"id"=>76420, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>24791, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"dad52b46-dbd1-41e6-8781-fc37ffb9ca72"}) +Annotation.create({"id"=>72482, "question_id"=>76420, "org_id"=>8, "text"=>"Data types: Your research data may include digital resources, software code, audio files, image files, video, numeric, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>"1a5210a5-50a1-4eb5-874e-ceaecf97e10f"}) +Question.create({"id"=>76421, "text"=>"Answer the following regarding file formats:Data documentation: It is strongly encouraged to include a ReadMe file with all datasets (or similar) to assist in understanding data collection and processing methods, naming conventions and file structure.
\r\nTypically, good data documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files). View a useful template from Cornell University’s “Guide to writing ‘ReadMe’ style metadata”.", "type"=>"guidance", "versionable_id"=>"187f3a43-5898-4c79-8bad-d96b780ac81a"}) +Question.create({"id"=>76424, "text"=>"How will you undertake documentation of data collection, processing and analysis, within your workflow to create consistent support material? Who will be responsible for this task?", "default_value"=>nil, "number"=>2, "section_id"=>24792, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"4e2a6a99-cd3e-4fc2-b6d0-4954312a7cac"}) +Annotation.create({"id"=>72486, "question_id"=>76424, "org_id"=>8, "text"=>"Assign responsibilities for documentation: Individual roles and workflows should include gathering data documentation as a key element.
\r\nEstablishing responsibilities for data management and documentation is useful if you do it early on, ideally in advance of data collection and analysis, Some researchers use CRediT taxonomy to determine authorship roles at the beginning of each project. They can also be used to make team members responsible for proper data management and documentation.
\r\nConsider how you will capture this information and where it will be recorded, to ensure accuracy, consistency, and completeness of the documentation.
", "type"=>"guidance", "versionable_id"=>"9b51a4f3-1d0e-4099-87e3-d2170827ec09"}) +Question.create({"id"=>76425, "text"=>"Do you plan to use a metadata standard? What specific schema might you use?", "default_value"=>nil, "number"=>3, "section_id"=>24792, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"27eb1a30-f4cc-49cc-8034-f1468e8b456d"}) +Annotation.create({"id"=>72487, "question_id"=>76425, "org_id"=>8, "text"=>"Metadata for datasets: DataCite has developed a metadata schema specifically for open datasets. It lists a set of core metadata fields and instructions to make datasets easily identifiable and citable.
\r\nThere are many other general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards. Read more about metadata standards at the UK Digital Curation Centre's Disciplinary Metadata resource.", "type"=>"guidance", "versionable_id"=>"9d136659-7778-4399-a35e-2060093a21d2"}) +Question.create({"id"=>76426, "text"=>"How will you make sure that a) your primary data collection methods are documented with transparency and b) your secondary data sources (i.e., data you did not collect yourself) — are easily identified and cited?", "default_value"=>nil, "number"=>4, "section_id"=>24792, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"27f81bb9-83f0-4dd7-8892-55a9116411aa"}) +Annotation.create({"id"=>72488, "question_id"=>76426, "org_id"=>8, "text"=>"Document your process: It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation.
", "type"=>"guidance", "versionable_id"=>"7a05ca96-27ff-47f0-80c9-125b49dc3331"}) +Section.create({"id"=>24793, "title"=>"Storage and Backup", "description"=>nil, "number"=>4, "phase_id"=>3931, "modifiable"=>true, "versionable_id"=>"3d0731ee-491c-4b86-aa44-e517a5b4fb5d"}) +Question.create({"id"=>76427, "text"=>"List your anticipated storage needs (e.g., hard drives, cloud storage, shared drives). List how long you intend to use each type and what capacities you may require.", "default_value"=>nil, "number"=>1, "section_id"=>24793, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"decb0dcb-e39f-4078-a969-3800219054bb"}) +Annotation.create({"id"=>72489, "question_id"=>76427, "org_id"=>8, "text"=>"Estimating data storage needs: Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
\r\nIf you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Include your back-up storage media in your estimate.
", "type"=>"guidance", "versionable_id"=>"af08ba96-f6cb-40cf-9147-48eaf75fafc6"}) +Question.create({"id"=>76428, "text"=>"What is your anticipated backup and storage schedule? How often will you save your data, in what formats, and where?", "default_value"=>nil, "number"=>2, "section_id"=>24793, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"0f0ae47e-ec8d-45a6-bf7f-ec290f386490"}) +Annotation.create({"id"=>72490, "question_id"=>76428, "org_id"=>8, "text"=>"Follow the 3-2-1 rule to prevent data loss: It’s important to have a regular backup schedule — and to document that process — so that you can review any changes to the data at any point during the project. The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule: Have at least three copies of your data; store the copies on two different media; keep one backup copy offsite. Read more about storage and backup practices from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>"4ec04d95-17c8-4b50-908b-f9a9b43cd779"}) +Question.create({"id"=>76429, "text"=>"Keeping ethics protocol review requirements in mind, what is your intended storage timeframe for each type of data (raw, processed, clean, final) within your team? Will you also store software code or metadata?", "default_value"=>nil, "number"=>3, "section_id"=>24793, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"f8280b19-9bb9-4b57-833f-510956c12708"}) +Annotation.create({"id"=>72491, "question_id"=>76429, "org_id"=>8, "text"=>"Ask for help: Your institution should be able to provide guidance with local storage solutions. Seek out RDM support at your Library or your Advanced Research Computing department.
\r\nThird-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and servers are often located outside Canada. This may contravene ethics protocol requirements or other institutional policies.
\r\nAn ideal solution is one that facilitates cooperation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution.
\r\nHelp others reuse and cite your data: Did you know that a dataset is a scholarly output that you can list on your CV, just like a journal article?
\r\nIf you publish your data in a data repository (e.g., Zenodo, Dataverse, Dryad), it can be found and reused by others. Many repositories can issue unique Digital Object Identifiers (DOIs) which make it easier to identify and cite datasets.
\r\nre3data.org is a directory of potential open data repositories. Consult with your colleagues to determine what repositories are common for data sharing in your field. You can also enquire about RDM support at your local institution, often in the Library or Advanced Research Computing. In the absence of local support, consult this Portage repository options guide.", "type"=>"guidance", "versionable_id"=>"4ad27a34-0c8b-4730-a447-3ba337decf31"}) +Question.create({"id"=>76431, "text"=>"Is digital preservation a component of your project and do you need to plan for long-term archiving and preservation?", "default_value"=>nil, "number"=>2, "section_id"=>24794, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"89ad4361-c4c5-48cd-bd57-99db52899d9d"}) +Annotation.create({"id"=>72493, "question_id"=>76431, "org_id"=>8, "text"=>"How long should you keep your data? The length of time that you will keep or share your data beyond the active phase of your research can be determined by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring (historical) value of a given set of data. The need to publish data in the short-term (i.e. for peer-verification purposes), for a longer-term access for reuse (to comply with funding requirements), or for preservation through ongoing file conversion and migration (for data of lasting historical value), will influence the choice of data repository or archive.
\r\nIf you need long-term archiving for your data set, choose a preservation-capable repository. Digital preservation can be costly and time-consuming, and not all data can or should be preserved.
", "type"=>"guidance", "versionable_id"=>"007b95f4-b69a-4bf2-92b9-1b612a397ba0"}) +Question.create({"id"=>76432, "text"=>"What data will you be sharing publicly and in what form (e.g. raw, processed, analyzed, final)?", "default_value"=>nil, "number"=>3, "section_id"=>24794, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"2f75c637-1d73-42c3-a6e4-67004e3969e1"}) +Annotation.create({"id"=>72494, "question_id"=>76432, "org_id"=>8, "text"=>"Consider which types of data need to be shared to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>"6544d7ab-0ace-4193-b027-f8df7230f81f"}) +Question.create({"id"=>76433, "text"=>"Have you considered what type of end-user license to include with your data? ", "default_value"=>nil, "number"=>4, "section_id"=>24794, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"8619c8be-e6c3-4840-a476-b1253b2a0bc7"}) +Annotation.create({"id"=>72495, "question_id"=>76433, "org_id"=>8, "text"=>"Use open licenses to promote data sharing and reuse: Licenses determine what uses can be made of your data. Consider including a copy of your end-user license with your DMP.
\r\nAs the creator of a dataset (or any other academic or creative work) you usually hold its copyright by default. However, copyright prevents other researchers from reusing and building on your work. Open Data Commons licenses and Creative Commons licenses are a free, simple and standardized way to grant copyright permissions and ensure proper attribution (i.e., citation). CC-BY is the most open license, and allows others to copy, distribute, remix and build upon your work —as long as they credit you or cite your work.
\r\nEven if you choose to make your data part of the public domain (with no restrictions on reuse), it is preferable to make this explicit by using a license such as Creative Commons' CC0. It is strongly recommended to share your data openly using an Open Data or Creative Commons license.
\r\nLearn more about data licensing at the Digital Curation Centre.", "type"=>"guidance", "versionable_id"=>"9a2e4242-63b6-491f-a3e1-9ebefe008b12"}) +Question.create({"id"=>76434, "text"=>"What tools and strategies will you take to promote your research? How will you let the research community and the public know that your data exists and is ready to be reused?", "default_value"=>nil, "number"=>5, "section_id"=>24794, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"e48161b9-d263-4e61-a945-600df814d862"}) +Annotation.create({"id"=>72496, "question_id"=>76434, "org_id"=>8, "text"=>"Data sharing as knowledge mobilization: Using social media, e-newsletters, bulletin boards, posters, talks, webinars, discussion boards or discipline-specific forums are good ways to gain visibility, promote transparency and encourage data discovery and reuse.
\r\nOne of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications. Publish your data in a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools. Some repositories also create links from datasets to their associated papers, increasing the visibility of the publications.
", "type"=>"guidance", "versionable_id"=>"c7f39a7c-4029-4d82-b80a-06bd074d3e7c"}) +Section.create({"id"=>24795, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>6, "phase_id"=>3931, "modifiable"=>true, "versionable_id"=>"278c3695-21ad-434e-b1fb-922da1c5959f"}) +Question.create({"id"=>76435, "text"=>"Are there institutional, governmental or legal policies that you need to comply with in regards to your data standards?
", "default_value"=>nil, "number"=>1, "section_id"=>24795, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"312c8b7c-0251-4d16-af9b-d0400d78143b"}) +Annotation.create({"id"=>72497, "question_id"=>76435, "org_id"=>8, "text"=>"Determine jurisdiction: If your study is cross-institutional or international, you’ll need to determine which laws and policies will apply to your research.
\r\nCompliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office.
\r\nIf you collaborate with a partner in the European Union, for example, you might need to follow the General Data Protection Regulation (GDPR).
\r\nIf you are working with data that has First Nations, Métis, or Inuit ownership, for example, you will need to work with protocols that ensure community privacy is respected and community harm is reduced. For further guidance on Indigenous data sovereignty, see OCAP Principles, and in a global context, CARE Principles of Indigenous Data Governance.
", "type"=>"guidance", "versionable_id"=>"cf964f60-e118-45de-bcd8-1d6c5e0848c3"}) +Question.create({"id"=>76436, "text"=>"Will you encounter protected or personally-identifiable information in your research? If so, how will you make sure it stays secure and is accessed by approved team members only?", "default_value"=>nil, "number"=>2, "section_id"=>24795, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"d853d0f4-fa52-4820-89c0-e98a8af65d69"}) +Annotation.create({"id"=>72498, "question_id"=>76436, "org_id"=>8, "text"=>"Get informed consent before you collect data: Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. Your informed consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, your statement may stipulate that the data will either only be shared for non-profit research purposes (you can use CC-by-NC — the non-commercial Creative Commons licence with attribution) or that the data will not be linked with other personally-identifying data. Note that this aspect is not covered by an open license. You can learn more about data security at the UK Data Service.
\r\nInform your study participants if you intend to publish an anonymized and de-identified version of collected data, and that by participating, they agree to these terms. For sample language for informed consent: ICPSR Recommended Informed Consent Language for Data Sharing.
\r\nYou may need to consider strategies to ensure the ethical reuse of your published dataset by new researchers. These strategies may affect your selection of a suitable license, and in some cases you may not be able to use an open license.
", "type"=>"guidance", "versionable_id"=>"22256257-2b6a-4f7a-8e36-b7ca94259be1"}) +Question.create({"id"=>76437, "text"=>"Before publishing or otherwise sharing a dataset are you required to obscure identifiable data (name, gender, date of birth, etc), in accordance with your jurisdiction's laws, or your ethics protocol? Are there any time restrictions for when data can be publicly accessible?", "default_value"=>nil, "number"=>3, "section_id"=>24795, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"6c519e0c-e338-4edc-bb2c-0363a086e4ff"}) +Annotation.create({"id"=>72499, "question_id"=>76437, "org_id"=>8, "text"=>"Privacy protection: Open science workflows prioritize being “as open as possible and as closed as necessary.” Think about any privacy concerns you may have in regards to your data, or other restrictions on access outlined in your ethics protocol. If your institution or funder regulates legal or ethical guidelines on what information must be protected, take a moment to verify you have complied with the terms for consent of sharing data. In the absence of local support for anonymization or de-identification of data, you can reach out to the Portage DMP Coordinator at dmp-assistant@tech.alliancecan.ca.
", "type"=>"guidance", "versionable_id"=>"f0fb40be-45b6-42b6-b2b6-8dd8c63d7c91"}) +Template.create!({"id"=>3870, "title"=>"Alliance Template for Advanced Research Computing", "description"=>"ARC provides researchers with digital technology, infrastructure and expertise to help them solve research problems that are either too large or too complex to undertake by other means. It includes access to both computational and storage resources, such as multi-core and many-core high performance computing (HPC or supercomputers) systems, distributed high-throughput computing (HTC) environments, large-scale data analysis frameworks (e.g., Hadoop, Spark), visualization and data analysis systems, large-memory systems, data storage, and cloud systems. This template is intended for researchers whose research cannot be conducted on a traditional computer but has to rely on one or more of the advanced research computing resources mentioned above. ARC-based research occurs in a wide range of fields including genomics, molecular dynamics, bioinformatics, neuroscience, biochemistry, quantum chemistry, structural mechanics, astrophysics, energy economics, climate change, machine learning, artificial intelligence, and the humanities.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>1, "visibility"=>1, "customization_of"=>nil, "family_id"=>272694087, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>3924, "title"=>"Phase 1: Data Preparation", "description"=>nil, "number"=>1, "template_id"=>3870, "modifiable"=>true, "versionable_id"=>"05d7f955-8c04-4752-9fae-2293a77b7c88"}) +Section.create({"id"=>24762, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3924, "modifiable"=>true, "versionable_id"=>"7594e254-89ad-4979-9dbd-bf7ec5518071"}) +Question.create({"id"=>76330, "text"=>"What types of data, metadata, and scripts will you collect, create, link to, acquire, record, or generate through the proposed research project?", "default_value"=>nil, "number"=>1, "section_id"=>24762, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"7f924875-2ec4-446f-ae09-fb22e84fe6ec"}) +Annotation.create({"id"=>72379, "question_id"=>76330, "org_id"=>8, "text"=>"Examples of data types may include text, numeric (ASCII, binary), images, audio, video, tabular data, spatial data, experimental, observational, and simulation/modelling data, instrumentation data, codes, software and algorithms, and any other materials that may be produced in the course of the project.", "type"=>"guidance", "versionable_id"=>"f45abfc0-3ed4-4e31-a50c-b34471711131"}) +Section.create({"id"=>24763, "title"=>"Data Organization", "description"=>nil, "number"=>2, "phase_id"=>3924, "modifiable"=>true, "versionable_id"=>"56b7719e-3212-453b-a239-f93d4f87f719"}) +Question.create({"id"=>76331, "text"=>"In what file formats will your data be collected and generated? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>1, "section_id"=>24763, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"0b6a1acd-9b59-4be9-bd67-21ef3ed75b20"}) +Annotation.create({"id"=>72380, "question_id"=>76331, "org_id"=>8, "text"=>"Proprietary file formats that require specialized software or hardware are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible. Read more about recommended file formats at UBC Library or UK Data Service.", "type"=>"guidance", "versionable_id"=>"8a82b957-87bd-4578-a455-c21ca626c034"}) +Question.create({"id"=>76332, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>2, "section_id"=>24763, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"0f7a0bbf-837e-4928-8a0f-0ac53046f702"}) +Annotation.create({"id"=>72381, "question_id"=>76332, "org_id"=>8, "text"=>"It is important to keep track of different copies and versions of files, files held in different formats or locations, and any information cross-referenced between files.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and will minimize confusion regarding copies on different computers, on different media, in different formats, and/or in different locations. Read more about file naming and version control at UBC Library or UK Data Service.", "type"=>"guidance", "versionable_id"=>"07440541-24d0-44fb-8290-6a1463f090bc"}) +Phase.create({"id"=>3925, "title"=>"Phase 2: Active Research (Data) Management", "description"=>nil, "number"=>2, "template_id"=>3870, "modifiable"=>true, "versionable_id"=>"4b54c857-03ae-486b-884b-1c90a2b4e4bc"}) +Section.create({"id"=>24764, "title"=>"Documentation and Metadata", "description"=>nil, "number"=>1, "phase_id"=>3925, "modifiable"=>true, "versionable_id"=>"908fa18f-c99e-4fac-b256-06cfa0f2affe"}) +Question.create({"id"=>76333, "text"=>"What information will be needed for the data to be read and interpreted correctly?", "default_value"=>nil, "number"=>1, "section_id"=>24764, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"c5e1f309-2af4-4d6e-8fb1-3391580cc6cc"}) +Annotation.create({"id"=>72382, "question_id"=>76333, "org_id"=>8, "text"=>"Some types of documentation typically provided for research data and software include:
\r\nThere are a wide variety of metadata standards available to choose from, and you can learn more about these options at UK Digital Curation Centre's Disciplinary Metadata, FAIRsharing standards, RDA Metadata Standards Directory, Seeing Standards: A Visualization of the Metadata Universe.
", "type"=>"example_answer", "versionable_id"=>"536f9938-a2ba-46ef-bfb8-89bff810fc19"}) +Annotation.create({"id"=>72384, "question_id"=>76334, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards that can be used to manage research data. These machine-readable, openly-accessible standards are often based on language-independent data formats such as XML, RDF, and JSON, which enables the effective exchange of information between users and systems. Existing, accepted community standards should be used wherever possible, including when recording intermediate results.
\r\nWhere community standards are absent or inadequate, this should be documented along with any proposed solutions or remedies. You may wish to use this DMP Template to propose alternate strategies that will facilitate metadata interoperability in your field.
", "type"=>"guidance", "versionable_id"=>"c78b846a-d81f-46cf-af87-3904970db920"}) +Question.create({"id"=>76335, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>3, "section_id"=>24764, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"26ec06e9-b953-4c25-a70e-b5c52acb9b31"}) +Annotation.create({"id"=>72386, "question_id"=>76335, "org_id"=>8, "text"=>"Consider how you will capture information during the project and where it will be recorded to ensure the accuracy, consistency, and completeness of your documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection or processing that need to be reflected in the documentation. Individual roles and workflows should include gathering, creating or maintaining data documentation as a key element.", "type"=>"guidance", "versionable_id"=>"0fbb9f62-e31f-4e66-b12d-230ccbdb250a"}) +Section.create({"id"=>24765, "title"=>"Advanced Research Computing (ARC)-Related Facilities and Other Resources", "description"=>nil, "number"=>2, "phase_id"=>3925, "modifiable"=>true, "versionable_id"=>"0c468ef8-3821-4f67-9342-13cc0cd70009"}) +Question.create({"id"=>76336, "text"=>"Please identify the facilities to be used (laboratory, computer, office, clinical and other) and/or list the organizational resources available to perform the proposed research. If appropriate, indicate the capacity, pertinent capabilities, relative proximity and extent of availability of the resources to the research project.", "default_value"=>nil, "number"=>1, "section_id"=>24765, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"258a0679-f9b8-445a-9c18-d4d6887e5b03"}) +Annotation.create({"id"=>72387, "question_id"=>76336, "org_id"=>8, "text"=>"ARC resources usually contain both computational resources and data storage resources. Please describe only those ARC resources that are directly applicable to the proposed work. Include existing resources and any external resources that may be made available.", "type"=>"guidance", "versionable_id"=>"bdd3982c-08b8-4828-a627-27409724ba55"}) +Question.create({"id"=>76337, "text"=>"What will be the primary production computing platform(s) (e.g., compute clusters, virtual clusters)?", "default_value"=>nil, "number"=>2, "section_id"=>24765, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"971c8c4f-e2bb-4eda-bc38-70c7f5240d79"}) +Question.create({"id"=>76338, "text"=>"What are the technical details of each of the computational resources?", "default_value"=>nil, "number"=>3, "section_id"=>24765, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"5e95cec3-07a1-4785-a061-514729e09faf"}) +Annotation.create({"id"=>72388, "question_id"=>76338, "org_id"=>8, "text"=>"You may wish to provide the following information:
\r\nExamples of data analysis frameworks include:
\r\nExamples of software tools include:
\r\n(Re)using code/software requires, at minimum, information about both the environment and expected input/output. Log all parameter values, including when setting random seeds to predetermined values, and make note of the requirements of the computational environment (software dependencies, etc.) Track your software development with versioning control systems, such as GitHub Bitbucket, GitLab, etc.
\r\nIf your research and/or software are built upon others’ software code, it is good practice to acknowledge and cite the software you use in the same fashion as you cite papers to both identify the software and to give credit to its developers.
\r\nFor more information on proper software documentation and citation practices, see: Ten simple rules for documenting scientific software and Software Citation Principles.", "type"=>"guidance", "versionable_id"=>"00306a03-462d-48f9-b20c-dd659475cbbd"}) +Question.create({"id"=>76342, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>7, "section_id"=>24765, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"a31e6028-e95d-4c23-8081-785d2d729fab"}) +Annotation.create({"id"=>72393, "question_id"=>76342, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time, particularly if you are collecting data over a long period (e.g. several months or years). Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>"67c3d47e-4e02-431f-9ebf-8ba2898aa952"}) +Question.create({"id"=>76343, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>8, "section_id"=>24765, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"446e5b3c-3d06-4785-90b0-ee59e68ca041"}) +Annotation.create({"id"=>72394, "question_id"=>76343, "org_id"=>8, "text"=>"Data may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nThe risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule: Have at least three copies of your data; store the copies on two different media; keep one backup copy offsite.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.", "type"=>"guidance", "versionable_id"=>"1424af2a-e765-40d2-a24d-0b315b9b7bf5"}) +Question.create({"id"=>76344, "text"=>"What are the technical details of each of the storage and file systems you will use during the active management of the research project?", "default_value"=>nil, "number"=>9, "section_id"=>24765, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"179bd35d-dc94-4d96-835e-c687068094e6"}) +Annotation.create({"id"=>72395, "question_id"=>76344, "org_id"=>8, "text"=>"Technical detail example:
\r\nExamples of systems:
\r\nAn ideal solution is one that facilitates cooperation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution.
\r\nThird-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and the servers are often located outside Canada.
", "type"=>"guidance", "versionable_id"=>"4ae0c0f8-5ca3-466d-b6b1-da69fc39686c"}) +Question.create({"id"=>76346, "text"=>"What do you estimate the overall cost of managing your data will be?", "default_value"=>nil, "number"=>11, "section_id"=>24765, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"7d206efc-64af-4d1d-9964-e066f9645370"}) +Annotation.create({"id"=>72397, "question_id"=>76346, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for ongoing support after the project is finished. Consider costs associated with data purchase, data curation, and providing long-term access to the data. For ARC projects, charges for computing time, also called Service Units (SU), and the cost of specialized or proprietary software should also be taken into consideration.
\r\nSome funding agencies state explicitly that they will provide support to meet the cost of preparing data for deposit in a repository. These costs could include: technical aspects of data management, training requirements, file storage & backup, etc. OpenAIRE has a useful tool for Estimating costs for RDM.", "type"=>"guidance", "versionable_id"=>"8e50335a-e225-4768-9dac-eaff431ef4f7"}) +Question.create({"id"=>76347, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>12, "section_id"=>24765, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"bed1096a-72d7-491c-8808-4f8fae1caa5b"}) +Annotation.create({"id"=>72398, "question_id"=>76347, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the time frame associated with these staff responsibilities and any training needed to prepare staff for these duties.", "type"=>"guidance", "versionable_id"=>"628f3f90-92bf-4c43-b183-2a5903f35c80"}) +Section.create({"id"=>24766, "title"=>"Ensure Portability and Reproducibility of Results", "description"=>nil, "number"=>3, "phase_id"=>3925, "modifiable"=>true, "versionable_id"=>"ecf6fe55-7816-429f-8e05-e27f6a20424f"}) +Question.create({"id"=>76348, "text"=>"What will you do to ensure portability and reproducibility of your results?", "default_value"=>nil, "number"=>1, "section_id"=>24766, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"99de61ca-315e-4bd4-818c-a1bd3beaabb4"}) +Annotation.create({"id"=>72399, "question_id"=>76348, "org_id"=>8, "text"=>"Container solutions, such as docker and singularity, can replicate the exact computational environment for others to run. For more information, these Ten Simple Rules for Writing Dockerfiles for Reproducible Data Science and Ten Simple Rules for Reproducible Computational Research may be helpful.", "type"=>"example_answer", "versionable_id"=>"df82b46f-c99b-46c3-a6cb-7ee03fce97dc"}) +Annotation.create({"id"=>72400, "question_id"=>76348, "org_id"=>8, "text"=>"A computationally reproducible research package will include:
\r\nAll information above should be accessible to both designated users and reusers.
\r\n(Re)using code/software requires knowledge of two main aspects at minimum: environment and expected input/output. With sufficient information provided, computational results can be reproduced. Sometimes, a minimum working example will be helpful.
", "type"=>"guidance", "versionable_id"=>"595d0a2c-1922-4d27-ae9d-b20bcb2954de"}) +Phase.create({"id"=>3926, "title"=>"Phase 3: Data Protection", "description"=>nil, "number"=>3, "template_id"=>3870, "modifiable"=>true, "versionable_id"=>"3c4e5a7f-a13a-44e4-986d-0e61f4748e07"}) +Section.create({"id"=>24767, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>1, "phase_id"=>3926, "modifiable"=>true, "versionable_id"=>"c58f9a84-9387-4afb-9980-51a22e0235f9"}) +Question.create({"id"=>76349, "text"=>"Will your proposed research include any sensitive, private, confidential, or other legally protected information or data?", "default_value"=>nil, "number"=>1, "section_id"=>24767, "question_format_id"=>3, "option_comment_display"=>false, "modifiable"=>true, "versionable_id"=>"1e1ec8b9-b18b-4809-bc59-6d9f00fbe1ec"}) +QuestionOption.create({"id"=>2881, "question_id"=>76349, "text"=>"Yes", "number"=>1, "is_default"=>false, "versionable_id"=>"5fa14213-7db4-469f-981f-1ca4bdfe11da"}) +QuestionOption.create({"id"=>2882, "question_id"=>76349, "text"=>"No", "number"=>2, "is_default"=>false, "versionable_id"=>"8fc9f291-991b-4dcd-8403-27e727cbb773"}) +Question.create({"id"=>76350, "text"=>"If your project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>2, "section_id"=>24767, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"4ebc2365-0bc7-4adc-a3d7-b9f335bdc52f"}) +Annotation.create({"id"=>72401, "question_id"=>76350, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. Decisions should align with your institutional Research Ethics Board requirements.Obtaining the appropriate consent from research participants is an important step in assuring your Research Ethics Board that data may be shared with researchers outside of your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources. Read more about data security: UK Data Service.
\r\nYou may need to anonymize or de-identify your data before you can share it. Read more about these processes at UBC Library , UK Data Service, or Image Data Sharing for Biomedical Research—Meeting HIPAA Requirements for De-identification.", "type"=>"guidance", "versionable_id"=>"021e83c5-1b37-4916-88ce-b86803fed149"}) +Question.create({"id"=>76352, "text"=>"Under what licence do you plan to release your data?", "default_value"=>nil, "number"=>4, "section_id"=>24767, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"7950d965-f90c-40e5-84f8-b453a49918d1"}) +Annotation.create({"id"=>72403, "question_id"=>76352, "org_id"=>8, "text"=>"There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. For most datasets it is easier to use a standard license rather than to devise a custom-made one. Even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0. More about data licensing: Digital Curation Centre. ", "type"=>"example_answer", "versionable_id"=>"e1d81c56-4673-45b3-acbc-4c9edce69960"}) +Annotation.create({"id"=>72404, "question_id"=>76352, "org_id"=>8, "text"=>"Licenses stipulate how your data may be used. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the selection of a license. Once selected, please include a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights. ", "type"=>"guidance", "versionable_id"=>"eb193e3c-79ad-4b11-ac94-7015949ea145"}) +Question.create({"id"=>76353, "text"=>"Under what licence do you plan to release your software?", "default_value"=>nil, "number"=>5, "section_id"=>24767, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"816bd2c3-5c56-49dc-837b-012398fcaf14"}) +Annotation.create({"id"=>72405, "question_id"=>76353, "org_id"=>8, "text"=>"By providing a licence for your software, you grant others certain freedoms, and define what they are allowed to do with your code. Free and open software licences typically allow someone else to use, study, improve and share your code. You can licence all the software you write, including scripts and macros you develop on proprietary platforms. For more information, see Choose an Open Source License or open source licenses options at the Open Source Initiative.
\r\nPlease be aware that software is typically protected by copyright that is often held by the institution rather than the developer. Ensure you understand what rights you have to share your software before choosing a license.
", "type"=>"guidance", "versionable_id"=>"35ac909f-7bf6-493b-b0c6-b0b7381d6287"}) +Question.create({"id"=>76354, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>6, "section_id"=>24767, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"2f45e06f-6ba9-4a4f-9505-f67d714d78cd"}) +Annotation.create({"id"=>72406, "question_id"=>76354, "org_id"=>8, "text"=>"Before you copy, (re-)use, modify, build on, or (re-)distribute others’ data and code, or engage in the production of derivatives, be sure to check, read, understand and follow any legal licensing agreements. The actions you can take, including whether you can publish or redistribute derivative research products, may depend on terms of the original license.
\r\nIf your research data and/or software are built upon others’ data and software publications, it is good practice to acknowledge and cite the corresponding data and software you use in the same fashion as you cite papers to both identify the software and to give credit to its developers. Some good resources for developing citations are the Software Citation Principles (Smith et al., 2016), DataCite - Cite Your Data, and Out of Cite, Out of Mind: The Current State of Practice, Policy, and Technology for the Citation of Data.
\r\nCompliance with privacy legislation and laws that may restrict the sharing of some data should be discussed with your institution's privacy officer or data librarian, if possible. Research Ethics Boards are also central to the research process and a valuable resource. Include in your documentation a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"63c917bb-345b-4351-b1e2-4d5b6cc6537e"}) +Phase.create({"id"=>3927, "title"=>"Phase 4: Sharing and Preserving", "description"=>nil, "number"=>4, "template_id"=>3870, "modifiable"=>true, "versionable_id"=>"d1fd3a69-036b-4779-a768-3b05bc27ff1a"}) +Section.create({"id"=>24768, "title"=>"Sharing and Preserving", "description"=>nil, "number"=>1, "phase_id"=>3927, "modifiable"=>true, "versionable_id"=>"a6f30a46-350b-4e96-a9c4-9c56695eac63"}) +Question.create({"id"=>76355, "text"=>"What will be the potential impact of the data within the immediate field and in other fields, and any broader societal impact?", "default_value"=>nil, "number"=>1, "section_id"=>24768, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"1e289bf3-8ae3-408f-9be8-27067023ca97"}) +Question.create({"id"=>76356, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>2, "section_id"=>24768, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"0403467f-a901-48c1-b986-ccba223a81de"}) +Annotation.create({"id"=>72407, "question_id"=>76356, "org_id"=>8, "text"=>"One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications. The Digital Curation Centre provides a detailed guide on data citation. You may also wish to consult the DataCite citation recommendations.
\r\nSome repositories also create links from datasets to their associated papers, increasing the visibility of the publications. If possible, cross-reference or link out to all publications, code and data. Choose a repository that will assign a persistent identifier (such as a DOI) to your dataset to ensure stable access to the dataset.
\r\nOther sharing possibilities include: data registries, indexes, word-of-mouth, and publications. For more information, see Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support.", "type"=>"guidance", "versionable_id"=>"db67d63e-3a0f-4be1-a9b9-3f76fe270c46"}) +Question.create({"id"=>76357, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>3, "section_id"=>24768, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"aefe230d-4890-4795-9ba7-3c90480b3f3e"}) +Annotation.create({"id"=>72408, "question_id"=>76357, "org_id"=>8, "text"=>"Consider which data are necessary to validate (support or verify) your research findings, and which must be shared to meet institutional or funding requirements. This may include data and code used in analyses or to create charts, figures, images, etc. Certain data may need to be restricted because of confidentiality, privacy, or intellectual property considerations and should be described below.
\r\nWherever possible, share your data in preservation-friendly file formats. Some data formats are optimal for the long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented. ", "type"=>"guidance", "versionable_id"=>"130e6367-1660-461d-897a-55ace3cb40be"}) +Question.create({"id"=>76358, "text"=>"Where will you deposit your data and software for preservation and access at the end of your research project?", "default_value"=>nil, "number"=>4, "section_id"=>24768, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"03088318-15b9-4960-ab46-26c8e6c10ed4"}) +Annotation.create({"id"=>72410, "question_id"=>76358, "org_id"=>8, "text"=>"The general-purpose repositories for data sharing in Canada are the Federated Research Data Repository (FRDR) and Scholars Portal Dataverse. You can search for discipline-specific repositories on re3data.org or by using DataCite's Repository Finder tool. ", "type"=>"example_answer", "versionable_id"=>"b7ff5b45-cf9a-4437-b847-d9fa73967d40"}) +Annotation.create({"id"=>72409, "question_id"=>76358, "org_id"=>8, "text"=>"Data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
\r\nIt is important to verify whether or not the data repository you have selected will support the terms of use or licenses you wish to apply to your data and code. Consult the repository’s own terms of use and preservation policies for more information. For help finding an appropriate repository, contact your institution’s library or reach out to the Portage DMP Coordinator at dmp-assistant@tech.alliancecan.ca. ", "type"=>"guidance", "versionable_id"=>"aa23d61f-b144-4075-8ca2-78f9f46f365a"}) +Question.create({"id"=>76359, "text"=>"What software code will you make available, and where?", "default_value"=>nil, "number"=>5, "section_id"=>24768, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"4e516f4c-3899-4bd6-afb3-b4be6e03e3a3"}) +Annotation.create({"id"=>72411, "question_id"=>76359, "org_id"=>8, "text"=>"Making the software (or source code) you developed accessible is essential for others to understand your work. It allows others to check for errors in the software, to reproduce your work, and ultimately, to build upon your work. Consider using a code-sharing platform such as GitHub Bitbucket, or GitLab. If you would like to archive your code and receive a DOI, GitHub is integrated with Zenodo as a repository option.
\r\nAt a minimum, if using third-party software (proprietary or otherwise), researchers should share and make available the source code (e.g., analysis scripts) used for analysis (even if they do not have the intellectual property rights to share the software platform or application itself).
", "type"=>"guidance", "versionable_id"=>"6cfa6f30-f945-4dcd-9c7a-8fb7728ded72"}) +Question.create({"id"=>76360, "text"=>"Describe your software sustainability plan.", "default_value"=>nil, "number"=>6, "section_id"=>24768, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"119e52f6-19e2-4f03-8a4f-996b61b57c4c"}) +Annotation.create({"id"=>72412, "question_id"=>76360, "org_id"=>8, "text"=>"After the software has been delivered, used and recognized by a sufficiently large group of users, will you allocate both human and financial resources to support the regular maintenance of the software, for activities such as debugging, continuous improvement, documentation and training?", "type"=>"guidance", "versionable_id"=>"2aa79397-933d-4072-973f-b94cb70b3837"}) +Template.create!({"id"=>3874, "title"=>"Alliance Template for Qualitative Health Sciences Research", "description"=>"This data management template is meant to be used by health sciences researchers conducting qualitative research on human subjects. It includes guidance on data management best practices beginning with data collection through to data sharing.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>2, "visibility"=>1, "customization_of"=>nil, "family_id"=>776423656, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>3932, "title"=>"Alliance Template for Qualitative Health Sciences Research", "description"=>"This data management template is meant to be used by health sciences researchers conducting qualitative research on human subjects. It includes guidance on data management best practices beginning with data collection through to data sharing.
", "number"=>1, "template_id"=>3874, "modifiable"=>true, "versionable_id"=>"012fd11d-1c7c-424c-a883-6134132b8a82"}) +Section.create({"id"=>24796, "title"=>"Data Collection", "description"=>"Outline the processes and procedures you will follow during the data collection process of your study.
", "number"=>1, "phase_id"=>3932, "modifiable"=>true, "versionable_id"=>"6e5e6d03-d70d-4739-b7d5-d1ab8facd1a9"}) +Question.create({"id"=>76438, "text"=>"What types of data will you be collecting?", "default_value"=>nil, "number"=>1, "section_id"=>24796, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"4a43da95-9996-4030-aa0c-de467f51c002"}) +Annotation.create({"id"=>72500, "question_id"=>76438, "org_id"=>8, "text"=>"Describe all types of data you will collect throughout the research process, with special attention paid to participant-driven data (e.g., written transcripts, video files, audio recordings, journals, art, photographs, etc.).", "type"=>"guidance", "versionable_id"=>"7c3e8ef4-0730-4dbb-a53e-3ba80fbc24e2"}) +Question.create({"id"=>76439, "text"=>"Will you be using any existing data from external sources or previous research?", "default_value"=>nil, "number"=>2, "section_id"=>24796, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"e1811bb1-d1ae-453c-ab92-de78d37e4290"}) +Annotation.create({"id"=>72501, "question_id"=>76439, "org_id"=>8, "text"=>"If you will be combining original research data with existing, or previously used research data, describe those data here. Provide the name, location, URL, and date of the dataset(s) used. Describe any end-user license assigned to the data, or terms of use you must abide by.", "type"=>"guidance", "versionable_id"=>"f9f7b2ac-844c-4554-84bd-72a9449eda3f"}) +Question.create({"id"=>76440, "text"=>"What data collection instrument or scales will you use to collect the data?", "default_value"=>nil, "number"=>3, "section_id"=>24796, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"8ac6962c-4a73-48b9-9154-7eda801495e6"}) +Annotation.create({"id"=>72502, "question_id"=>76440, "org_id"=>8, "text"=>"Provide a description of any data collection instruments or scales that will be used to collect data. These may include but are not limited to questionnaires, interview guides, or focus group procedures. If using a pre-existing instrument or scale, provide the citation(s) in this section.", "type"=>"guidance", "versionable_id"=>"82353ecb-a845-4a2a-b7b5-6da9b85cab96"}) +Question.create({"id"=>76441, "text"=>"Is your data collected longitudinally or at a single point in time?", "default_value"=>nil, "number"=>4, "section_id"=>24796, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"c2d0a9fd-90fa-456f-8d3c-4f09f75acc90"}) +Annotation.create({"id"=>72503, "question_id"=>76441, "org_id"=>8, "text"=>"Describe the frequency in which you will be collecting data from participants. If you are performing narrative inquiry or longitudinal data collection for example, how often will you gather data from the same participants?", "type"=>"guidance", "versionable_id"=>"14008cfa-ad14-4afb-a218-ec04ae02b410"}) +Question.create({"id"=>76442, "text"=>"What is the time frame over which you are collecting data?", "default_value"=>nil, "number"=>5, "section_id"=>24796, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"e371be12-fc64-4fe0-b1ff-9bf8d6d1cdf4"}) +Annotation.create({"id"=>72504, "question_id"=>76442, "org_id"=>8, "text"=>"Provide an estimate of when you will begin and conclude the data collection process. List this information in the following format: YYYY/MM/DD - YYYY/MM/DD. If you do not know the exact dates, list YYYY/MM - YYYY/MM instead.", "type"=>"guidance", "versionable_id"=>"bd6356db-3665-4eba-8ae6-16753e62b773"}) +Question.create({"id"=>76443, "text"=>"What is the geographic location within the context of the phenomenon/experience where data will be gathered?", "default_value"=>nil, "number"=>6, "section_id"=>24796, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"7aaa4be6-82da-4d1d-9335-63e88c416af5"}) +Annotation.create({"id"=>72505, "question_id"=>76443, "org_id"=>8, "text"=>"Provide a description of the environment and geographic location of where data will be gathered, within the context of the study (e.g., hospital setting, long-term care setting, community). Include national, provincial, or municipal locations if applicable.", "type"=>"guidance", "versionable_id"=>"5b0e7fa5-b8c7-4fcc-8514-0781cc541b0b"}) +Question.create({"id"=>76444, "text"=>"What steps will be involved in the data collection process?", "default_value"=>nil, "number"=>7, "section_id"=>24796, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"026bf9ae-41af-4e3d-9b34-0658820146e5"}) +Annotation.create({"id"=>72506, "question_id"=>76444, "org_id"=>8, "text"=>"Summarize the steps that are involved in the data collection process for your study. This section should include information about screening and recruitment, the informed consent process, information disseminated to participants before data collection, and the methods by which data is gathered.
\r\nIn this section, consider including documentation such as your study protocol, interview guide, questionnaire, etc.
", "type"=>"guidance", "versionable_id"=>"354a2417-18dc-48ff-aa02-10a39c78d49a"}) +Question.create({"id"=>76445, "text"=>"What software programs will you use to collect the data?", "default_value"=>nil, "number"=>8, "section_id"=>24796, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"b9212dcf-e14a-4b4b-9a62-9d7203311214"}) +Annotation.create({"id"=>72507, "question_id"=>76445, "org_id"=>8, "text"=>"Include a description of any software that will be used to gather data. Examples may include but are not limited to word processing programs, survey software, and audio/video recording tools. Provide the version of each software program used if applicable.", "type"=>"guidance", "versionable_id"=>"e7679dc5-ebcd-4eb5-a3b1-d0eb32989ac2"}) +Question.create({"id"=>76446, "text"=>"What file formats will you be generating during the data collection phase?", "default_value"=>nil, "number"=>9, "section_id"=>24796, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"4d281e63-89aa-42ca-945f-341034345b05"}) +Annotation.create({"id"=>72508, "question_id"=>76446, "org_id"=>8, "text"=>"List the file formats associated with each software program that will be generated during the data collection phase (e.g., .txt, .csv, .mp4, .wav).", "type"=>"guidance", "versionable_id"=>"1ecc3111-de4d-456b-af9a-757623bd5066"}) +Section.create({"id"=>24797, "title"=>"Data Analysis", "description"=>"Outline the steps, materials, and methods that you will use to document how you will analyze the data collected in your study.
", "number"=>2, "phase_id"=>3932, "modifiable"=>true, "versionable_id"=>"5a6c537f-a4a8-47ea-9b5d-648ef16fd5e4"}) +Question.create({"id"=>76447, "text"=>"How will you document the changes you make to your data on a regular basis?", "default_value"=>nil, "number"=>1, "section_id"=>24797, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"640b37d8-5f24-4f6f-80e2-6299605a1d01"}) +Annotation.create({"id"=>72509, "question_id"=>76447, "org_id"=>8, "text"=>"Provide a description of how you will track changes made to any data analysis files. Examples might include any audit trail steps, or versioning systems that you follow during the data analysis process.", "type"=>"guidance", "versionable_id"=>"ee1275a8-f84f-449b-958d-a4998da7de8c"}) +Question.create({"id"=>76448, "text"=>"What software will you be using to support your data analysis?", "default_value"=>nil, "number"=>2, "section_id"=>24797, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"59c2a56b-01e3-40c3-9246-5761af58fdc5"}) +Annotation.create({"id"=>72510, "question_id"=>76448, "org_id"=>8, "text"=>"Include any software programs you plan to use to perform or supplement data analysis (e.g., NVivo, Atlas.ti, SPSS, SAS, R, etc.). Include the version if applicable.", "type"=>"guidance", "versionable_id"=>"f998358e-c244-45a7-8a5f-66eaf1b61811"}) +Question.create({"id"=>76449, "text"=>"What file formats will your data analysis files be saved in?", "default_value"=>nil, "number"=>3, "section_id"=>24797, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"a25df671-136e-4f7a-9124-6b88787adb20"}) +Annotation.create({"id"=>72511, "question_id"=>76449, "org_id"=>8, "text"=>"List the file formats associated with each analysis software program that will be generated in your study (e.g., .txt, .csv, .xsls, .docx). ", "type"=>"guidance", "versionable_id"=>"f1d19df5-8519-404f-8af7-a890bd0526e9"}) +Question.create({"id"=>76450, "text"=>"What coding scheme or methodology will you use to analyze your data?", "default_value"=>nil, "number"=>4, "section_id"=>24797, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"f4364140-85a7-42f4-87e9-5f9ea85e24a5"}) +Annotation.create({"id"=>72512, "question_id"=>76450, "org_id"=>8, "text"=>"Include the coding scheme used to analyze your data -- consider providing a copy of your codebook. If other methods of analysis were performed, describe them here. ", "type"=>"guidance", "versionable_id"=>"3abae654-96f2-4d79-b86e-e3eb7136fb4d"}) +Question.create({"id"=>76451, "text"=>"What quality assurance measures will be implemented to ensure the accuracy and integrity of the data? ", "default_value"=>nil, "number"=>5, "section_id"=>24797, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"111736e0-9df5-4964-ab48-9e7476a4b902"}) +Annotation.create({"id"=>72513, "question_id"=>76451, "org_id"=>8, "text"=>"Outline the steps that will be taken to ensure the quality and transparency during the data analysis process. In this section, describe procedures for cleaning data, contacting participants to clarify responses, and correcting data when errors are identified. Consider the principles of credibility, dependability, confirmability, and transferability as described in Lincoln and Guba, 1985 when completing this section.", "type"=>"guidance", "versionable_id"=>"39ba9bf0-ae2f-42af-a00e-af89caec4308"}) +Section.create({"id"=>24798, "title"=>"Documentation and Metadata", "description"=>"This section is designed for you to provide information about your data, so that others will be able to better understand, interpret, and potentially re-use your data for secondary analysis.
", "number"=>3, "phase_id"=>3932, "modifiable"=>true, "versionable_id"=>"8d8d73e0-d3b5-48f0-90f4-ae58f78c9c44"}) +Question.create({"id"=>76452, "text"=>"What information about your research would someone need to know to reuse or interpret your data?", "default_value"=>nil, "number"=>1, "section_id"=>24798, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"698b669b-1d2f-4543-bd80-4790ea72cb03"}) +Annotation.create({"id"=>72514, "question_id"=>76452, "org_id"=>8, "text"=>"Consider what information might be useful to accompany your data if you were to share it with someone else (e.g., the study protocol, interview guide, codebook, information about software used, questionnaires, user guide for the data, etc.).", "type"=>"guidance", "versionable_id"=>"5a533b3a-05a0-4493-9e05-d00e4468558f"}) +Question.create({"id"=>76453, "text"=>"Are there metadata standards which you could use to describe your data?", "default_value"=>nil, "number"=>2, "section_id"=>24798, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"67a4fa19-8cdb-4796-85de-939167c08f71"}) +Annotation.create({"id"=>72515, "question_id"=>76453, "org_id"=>8, "text"=>"Metadata standards can provide guidance on how best to document your data. If you do not know of any existing standards in your field, visit this website to search for available standards: https://fairsharing.org/.", "type"=>"guidance", "versionable_id"=>"e211cc6f-04db-4452-9795-6d62c6c8e1bb"}) +Question.create({"id"=>76454, "text"=>"Who is the target population being investigated?", "default_value"=>nil, "number"=>3, "section_id"=>24798, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"13674ea9-a4cf-47c7-b94f-f8c297e6d8ac"}) +Annotation.create({"id"=>72516, "question_id"=>76454, "org_id"=>8, "text"=>"Describe the participants whose lived experiences/phenomena are being studied in this project.", "type"=>"guidance", "versionable_id"=>"39464e6f-b902-41cd-990d-9798f854f052"}) +Question.create({"id"=>76455, "text"=>"How is the population being sampled?", "default_value"=>nil, "number"=>4, "section_id"=>24798, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"9204d489-fe51-45df-a44b-4d0ad64184f3"}) +Annotation.create({"id"=>72517, "question_id"=>76455, "org_id"=>8, "text"=>"Provide a brief description of the sampling process undertaken in the study (e.g., purposive sampling, theoretical sampling).", "type"=>"guidance", "versionable_id"=>"43943052-8df5-4ebe-9951-c2110534fdc4"}) +Question.create({"id"=>76456, "text"=>"Is the population being weighted?", "default_value"=>nil, "number"=>5, "section_id"=>24798, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"eb2b338f-6494-4878-a26f-baa83cce91d1"}) +Annotation.create({"id"=>72518, "question_id"=>76456, "org_id"=>8, "text"=>"Outline any weighting or representative sampling that is being applied in this study.", "type"=>"guidance", "versionable_id"=>"74ea3580-9efc-4ad4-b007-31541e0e6900"}) +Question.create({"id"=>76457, "text"=>"Are there any acronyms or abbreviations that will be used within your study?", "default_value"=>nil, "number"=>6, "section_id"=>24798, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"c27f824c-17f2-4281-ac1b-e25c0f63166f"}) +Annotation.create({"id"=>72519, "question_id"=>76457, "org_id"=>8, "text"=>"Provide a glossary of any acronyms or abbreviations used within your study.", "type"=>"guidance", "versionable_id"=>"032ce205-eaab-401e-8e18-159e78d86944"}) +Section.create({"id"=>24799, "title"=>"Storage and Backup", "description"=>"This section will ask you to outline how you will store and manage your data throughout the research process.
", "number"=>4, "phase_id"=>3932, "modifiable"=>true, "versionable_id"=>"e9b407c3-857f-4e5d-bad4-f70ef72934c7"}) +Question.create({"id"=>76458, "text"=>"What are the storage requirements needed for your data?", "default_value"=>nil, "number"=>1, "section_id"=>24799, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"07617b6e-26ef-4ca0-a214-f09dde22d8a7"}) +Annotation.create({"id"=>72520, "question_id"=>76458, "org_id"=>8, "text"=>"Provide an estimate of how much data you will collect in the form of terabytes, gigabytes, or megabytes as needed. Include estimates for each data type if possible (e.g., 2 GB for video files, 500 MB for interview transcripts).", "type"=>"guidance", "versionable_id"=>"1f482856-f1fe-4eb8-8e97-2416ee76fbfc"}) +Question.create({"id"=>76459, "text"=>"Where will your data be stored during the data collection phase?", "default_value"=>nil, "number"=>2, "section_id"=>24799, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"eaed6ba4-6e5b-406e-8a7b-9dddb61b2ec1"}) +Annotation.create({"id"=>72521, "question_id"=>76459, "org_id"=>8, "text"=>"Describe where your data will be stored while data is being gathered from participants (e.g., in a secure, password protected computer file, hard copies stored in locked filing cabinets, or institutional computer storage).", "type"=>"guidance", "versionable_id"=>"cf6559b6-e9c4-4c88-8cb1-ba7ab1f10d19"}) +Question.create({"id"=>76460, "text"=>"Where will your data be stored during the data analysis phase?", "default_value"=>nil, "number"=>3, "section_id"=>24799, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"dfe7fadf-9089-441d-9400-71845dd0ea55"}) +Annotation.create({"id"=>72522, "question_id"=>76460, "org_id"=>8, "text"=>"If different from the above, describe where your data will be stored while performing data analysis.", "type"=>"guidance", "versionable_id"=>"d9444cd7-be5c-4544-9c35-4db7e0ff1cd4"}) +Question.create({"id"=>76461, "text"=>"What backup measures will be implemented to ensure the safety of your data?", "default_value"=>nil, "number"=>4, "section_id"=>24799, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"8495f937-0917-4d71-ba73-2fff981809da"}) +Annotation.create({"id"=>72523, "question_id"=>76461, "org_id"=>8, "text"=>"Describe how your study data will be regularly saved and updated. If using institutional servers, consult with your Information Technology department if you are unsure how frequently data is backed up.", "type"=>"guidance", "versionable_id"=>"f56692cb-89da-4e26-990b-7e3455dba4b5"}) +Question.create({"id"=>76462, "text"=>"If your data contains confidential information, how will your storage method ensure the protection of this data?", "default_value"=>nil, "number"=>5, "section_id"=>24799, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"30e38154-77c2-4e7f-bc2e-b983bda4c869"}) +Annotation.create({"id"=>72524, "question_id"=>76462, "org_id"=>8, "text"=>"Outline the procedures that will safeguard sensitive data collected during your study. This may include storing identifying data (consent forms) separately from anonymized data (audio files or transcripts), keeping files password protected and secure, and only providing access to investigators analyzing the data.", "type"=>"guidance", "versionable_id"=>"e42a0c91-cde0-444b-8364-8c3fbc92cbb0"}) +Question.create({"id"=>76463, "text"=>"What file naming conventions will be used to save your data?", "default_value"=>nil, "number"=>6, "section_id"=>24799, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"c72a4317-fb0a-46f7-bdc1-f3b7c128b598"}) +Annotation.create({"id"=>72525, "question_id"=>76463, "org_id"=>8, "text"=>"Provide examples of a consistent file naming convention that will be used for this study. Examples of file names might include the type of file, participant number, date of interaction, and/or study phase. Follow this guide for more information on file naming.", "type"=>"guidance", "versionable_id"=>"99bc5322-8469-404f-8211-5b88725ae3d4"}) +Section.create({"id"=>24800, "title"=>"Preservation", "description"=>"Describe the steps that will ensure that your data will be available and usable for the foreseeable future after your study is complete.
", "number"=>5, "phase_id"=>3932, "modifiable"=>true, "versionable_id"=>"325204bc-61ad-45a3-bbb6-d691150b8d07"}) +Question.create({"id"=>76464, "text"=>"Where will data be stored after the project is complete?", "default_value"=>nil, "number"=>1, "section_id"=>24800, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"ae2b90f8-b348-4ed0-a9c3-88a3f30d028a"}) +Annotation.create({"id"=>72526, "question_id"=>76464, "org_id"=>8, "text"=>"Describe where your data will be stored after project completion (e.g., in an institutional repository, external data repository, in secure, institutional computer storage, or external hard drive).", "type"=>"guidance", "versionable_id"=>"f316b26f-a626-4e0f-856c-8e570c7249f5"}) +Question.create({"id"=>76465, "text"=>"Who is responsible for managing the data after the study is complete?", "default_value"=>nil, "number"=>2, "section_id"=>24800, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"cc5381c3-77d1-4fbf-a294-33fc33c1a7a9"}) +Annotation.create({"id"=>72527, "question_id"=>76465, "org_id"=>8, "text"=>"Name the person(s) responsible for managing the data at the completion of the project. List their affiliation(s) and contact information.", "type"=>"guidance", "versionable_id"=>"56ff00ba-8813-4b04-b9b2-62c247288a63"}) +Question.create({"id"=>76466, "text"=>"Will your data be migrated to preservation formats?", "default_value"=>nil, "number"=>3, "section_id"=>24800, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"ff70f74f-a7f1-4bdb-b0dd-0a83b191c94b"}) +Annotation.create({"id"=>72528, "question_id"=>76466, "org_id"=>8, "text"=>"Many proprietary file formats such as those generated from Microsoft software or statistical analysis tools can make the data difficult to access later on. Consider transforming any proprietary files into preservation-friendly formats to ensure your data can be opened in any program. Describe the process for migrating any data formats here.", "type"=>"guidance", "versionable_id"=>"d6c71dd3-73f4-4a92-9e90-e76ea0c56f2c"}) +Question.create({"id"=>76467, "text"=>"How long do you intend to keep your data after the project is complete?", "default_value"=>nil, "number"=>4, "section_id"=>24800, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"d72b31a1-8dc1-4a32-89ea-d50fb75a662f"}) +Annotation.create({"id"=>72529, "question_id"=>76467, "org_id"=>8, "text"=>"Provide details on how long you plan to keep your data after the project, and list any requirements you must follow based on Research Ethics Board guidelines, data use agreements, or funder requirements. ", "type"=>"guidance", "versionable_id"=>"683c7f07-37c6-443a-8ed0-b0616dbdf593"}) +Question.create({"id"=>76468, "text"=>"What procedures are in place to destroy the data after the retention period is complete?", "default_value"=>nil, "number"=>5, "section_id"=>24800, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"c35c254f-21c2-460b-b181-7e968c976210"}) +Annotation.create({"id"=>72530, "question_id"=>76468, "org_id"=>8, "text"=>"Describe what steps will be taken to destroy study data. These steps may include shredding physical documents, making data unretrievable with support from your Information Technology department, or other personal measures to eliminate data files.", "type"=>"guidance", "versionable_id"=>"dbc075f1-c4b4-45bc-a848-031d29d6f359"}) +Section.create({"id"=>24801, "title"=>"Ethical and Legal Compliance", "description"=>"Outline any ethical and legal implications placed on your research data.
", "number"=>6, "phase_id"=>3932, "modifiable"=>true, "versionable_id"=>"e5ca3b51-4dec-4f56-978b-1d0f3411ca0f"}) +Question.create({"id"=>76469, "text"=>"How is the informed consent process carried out in your study? ", "default_value"=>nil, "number"=>1, "section_id"=>24801, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"04c365af-79b1-4eea-8409-3695ea7b4374"}) +Annotation.create({"id"=>72531, "question_id"=>76469, "org_id"=>8, "text"=>"Outline the information provided in your Research Ethics Board protocol, and describe how and when informed consent is collected during the data collection process. Examples include steps to gain written or verbal consent, re-establishing consent at subsequent interviews, etc. ", "type"=>"guidance", "versionable_id"=>"f494e0fe-dc60-424d-9359-ae11b43d30d4"}) +Question.create({"id"=>76470, "text"=>"Who holds the intellectual property rights to your data?", "default_value"=>nil, "number"=>2, "section_id"=>24801, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"03c0a2db-4d76-424a-a7fa-5442c9e3b6a3"}) +Annotation.create({"id"=>72532, "question_id"=>76470, "org_id"=>8, "text"=>"Provide the name, institutional affiliation, and contact information of the person(s) who hold intellectual property rights to the data.", "type"=>"guidance", "versionable_id"=>"291cb071-f427-456f-9a4a-5ce000c4941b"}) +Question.create({"id"=>76471, "text"=>"What ethical guidelines or restraints are applicable to your data?", "default_value"=>nil, "number"=>3, "section_id"=>24801, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"03778309-d6c6-4bcc-b2b7-741f775df8cc"}) +Annotation.create({"id"=>72533, "question_id"=>76471, "org_id"=>8, "text"=>"Describe any ethical concerns that may be associated with the data in this study. For example, if vulnerable and/or Indigenous populations are included as participants, outline specific guidelines that are being followed to protect them (e.g., OCAP, community advisory boards, etc.).", "type"=>"guidance", "versionable_id"=>"775e9e85-57c7-45e5-93c8-4278c2e94ee5"}) +Question.create({"id"=>76472, "text"=>"What legal restraints are applicable to your data (e.g., ownership)?", "default_value"=>nil, "number"=>4, "section_id"=>24801, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"47a3188a-a8c0-4979-aca7-20178dff8d24"}) +Annotation.create({"id"=>72534, "question_id"=>76472, "org_id"=>8, "text"=>"Provide details describing the legal restrictions that apply to your data. These restrictions may include, but are not limited to details about how your research data can be used as outlined by funder, institutional, or community agreements, among others.", "type"=>"guidance", "versionable_id"=>"534128e6-ee88-4a25-a7f0-da58e8808412"}) +Question.create({"id"=>76473, "text"=>"What methods will be used to manage the risk of disclosure of participant information?", "default_value"=>nil, "number"=>5, "section_id"=>24801, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"f8bc3892-6a01-431f-94c2-dc3bb071e961"}) +Annotation.create({"id"=>72535, "question_id"=>76473, "org_id"=>8, "text"=>"List all the steps that will be taken to remove the risk of disclosing personal information from study participants. Include information about keeping data safe and secure, and whether certain information will be removed from the data. If data is being anonymized or de-identified, specify the information type(s) being altered (e.g., names, addresses, dates, location).", "type"=>"guidance", "versionable_id"=>"e3e7662b-8d18-4a76-baf9-a57158076433"}) +Section.create({"id"=>24802, "title"=>"Responsibilities and Resources ", "description"=>"Indicate who will be working with the data at various stages, and describe their responsibilities.
", "number"=>7, "phase_id"=>3932, "modifiable"=>true, "versionable_id"=>"76d72289-745f-457e-a3fc-f4ce4df8de13"}) +Question.create({"id"=>76474, "text"=>"What financial resources will you require for data management in this study?", "default_value"=>nil, "number"=>1, "section_id"=>24802, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"14732866-f951-4817-adea-e8f3ce141cd5"}) +Annotation.create({"id"=>72536, "question_id"=>76474, "org_id"=>8, "text"=>"Describe any financial resources that may be required to properly manage your research data. This may include, but not be limited to personnel, storage requirements, software, or hardware.", "type"=>"guidance", "versionable_id"=>"e5c5b769-d411-4880-a6dc-6af7f7b07552"}) +Question.create({"id"=>76475, "text"=>"Who is the main contact and steward for the data collected in this study?", "default_value"=>nil, "number"=>2, "section_id"=>24802, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"9bec67d9-79cd-41e4-a78a-2e9012ad0356"}) +Annotation.create({"id"=>72537, "question_id"=>76475, "org_id"=>8, "text"=>"Provide the name(s), affiliation(s), and contact information for the main study contact.", "type"=>"guidance", "versionable_id"=>"98b751b8-e165-4e3f-a4ee-89a2830daf0f"}) +Question.create({"id"=>76476, "text"=>"Who will have access to your data throughout the project? ", "default_value"=>nil, "number"=>3, "section_id"=>24802, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"e08daf9f-05f5-4880-ab6f-32f3f4915f44"}) +Annotation.create({"id"=>72538, "question_id"=>76476, "org_id"=>8, "text"=>"Provide the name(s), affiliation(s), contact information, and responsibilities of each study team member in relation to working with the study data. If working with institutional Information Technology members, statisticians, or other stakeholders outside your immediate team, provide their information as well.", "type"=>"guidance", "versionable_id"=>"17d90f97-20c4-414e-ad1b-9564884260d0"}) +Question.create({"id"=>76477, "text"=>"Will any new members be added or responsibilities be transferred over the course of the study?", "default_value"=>nil, "number"=>4, "section_id"=>24802, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"f1a593b9-0edb-4357-bb9a-6c67aac53a99"}) +Annotation.create({"id"=>72539, "question_id"=>76477, "org_id"=>8, "text"=>"Describe the process by which new collaborators/team members will be added to the project, if applicable. Include the type(s) of responsibilities that may require new team members to be added during, or after the project is complete.", "type"=>"guidance", "versionable_id"=>"9376a286-5d53-43c4-a8c1-971b65848030"}) +Section.create({"id"=>24803, "title"=>"Data Sharing", "description"=>"Provide information about how you will make your data available and/or discoverable to the broader community.
", "number"=>8, "phase_id"=>3932, "modifiable"=>true, "versionable_id"=>"47aba5e6-21a7-4fa0-9b36-8ed0b0dbd660"}) +Question.create({"id"=>76478, "text"=>"Who are the likely users/benefitters of your data?", "default_value"=>nil, "number"=>1, "section_id"=>24803, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"92c070d0-19bc-4370-a2d1-1734307db4de"}) +Annotation.create({"id"=>72540, "question_id"=>76478, "org_id"=>8, "text"=>"Describe the intended audience for your data. ", "type"=>"guidance", "versionable_id"=>"d8a83434-8b9e-4f94-9dbc-ac977f9195b4"}) +Question.create({"id"=>76479, "text"=>"What data can/will be shared at the end of the study?", "default_value"=>nil, "number"=>2, "section_id"=>24803, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"f253ef16-5688-41e7-b806-5dab61a24f2d"}) +Annotation.create({"id"=>72541, "question_id"=>76479, "org_id"=>8, "text"=>"Describe what data can/will be shared at the end of the study. ", "type"=>"guidance", "versionable_id"=>"4cbc8f75-8cc7-49a8-8d75-bc0aaaea05b8"}) +Question.create({"id"=>76480, "text"=>"What restrictions are placed on your data that would prohibit it from being made publicly available?", "default_value"=>nil, "number"=>3, "section_id"=>24803, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"44f18d6c-905c-49ee-af57-4e49d053fbbe"}) +Annotation.create({"id"=>72542, "question_id"=>76480, "org_id"=>8, "text"=>"Restrictions on data may include, but are not limited to, the sensitivity of the data, data being acquired under license, or data being restricted under a data use agreement. Describe what restrictions (if any) apply to your research data. ", "type"=>"guidance", "versionable_id"=>"675fb0cb-7e8f-45b7-abe1-2d7cdf888c20"}) +Question.create({"id"=>76481, "text"=>"Where will you share your data?", "default_value"=>nil, "number"=>4, "section_id"=>24803, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"0653ed6b-7c6a-443b-9b86-93a665e5461d"}) +Annotation.create({"id"=>72543, "question_id"=>76481, "org_id"=>8, "text"=>"Provide the location where you intend to share your data. This may be an institutional repository, external data repository, or through your Research Ethics Board, among others.", "type"=>"guidance", "versionable_id"=>"bfb60086-a8f2-4225-b408-fc21d136c58e"}) +Question.create({"id"=>76482, "text"=>"If you have collected restricted data, what steps would someone requesting your data need to follow in order to access it?", "default_value"=>nil, "number"=>5, "section_id"=>24803, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"c798574d-fcd9-49c9-b303-02216655599a"}) +Annotation.create({"id"=>72544, "question_id"=>76482, "org_id"=>8, "text"=>"If your data is restricted, describe how a researcher could access that data for secondary analysis. Examples of these procedures may include completing a Research Ethics Board application, signing a data use agreement, submitting a proposal to a community advisory board, among others. Be as specific as possible in this section.", "type"=>"guidance", "versionable_id"=>"89fd85a8-96c5-4f79-bae7-da70b9efdd78"}) +Question.create({"id"=>76483, "text"=>"What license will you apply to your data?", "default_value"=>nil, "number"=>6, "section_id"=>24803, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"0629ec4e-34e9-4efb-ad66-34203527b0ca"}) +Annotation.create({"id"=>72545, "question_id"=>76483, "org_id"=>8, "text"=>"Select a license that best suits the parameters of how you would like to share your data, and how you would prefer to be credited. See this resource to help you decide: https://creativecommons.org/choose/.", "type"=>"guidance", "versionable_id"=>"5c820c49-5b24-4973-b0de-470ad02ca4a6"}) +Template.create!({"id"=>3872, "title"=>"Alliance Template for Neuroimaging in the Neurosciences", "description"=>"This Neuroimaging data management plan (DMP) template is designed to be completed in two phases: Phase 1 questions probe at a high-level, seeking information about the general direction of the study. Normally, researchers will be able to respond to phase 1 questions at the outset of a project.
\nPhase 2 questions seek greater detail. It is understood that these answers will often depend on the outcome of several steps in the research project, such as: a literature review, imaging protocol design and experimental design, or running multiple pilot subjects and interpreting the outcome. As these details become known, the DMP can and should be revisited. This approach underscores that DMPs are living documents that evolve throughout a research project.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>2, "visibility"=>1, "customization_of"=>nil, "family_id"=>1659720835, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>3929, "title"=>"Phase 1", "description"=>"Phase 1 questions probe at a high-level, seeking information about the general direction of the study. Normally, researchers will be able to respond to phase 1 questions at the outset of a project.
", "number"=>1, "template_id"=>3872, "modifiable"=>true, "versionable_id"=>"c5dbdb42-b148-4fb4-bba1-c6b3e435f4e6"}) +Section.create({"id"=>24776, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3929, "modifiable"=>true, "versionable_id"=>"0fe22057-1ce8-4e32-91e0-53ccf9ecd36e"}) +Question.create({"id"=>76390, "text"=>"Describe the types of data, and potential data sources, to be acquired during the course of your study.
", "default_value"=>nil, "number"=>1, "section_id"=>24776, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"c9a94f76-9f35-40bb-8b7a-45fc2ba057f2"}) +Annotation.create({"id"=>72456, "question_id"=>76390, "org_id"=>8, "text"=>"Please explain, in particular:
\r\nPlease provide the name and a web link for the research ethics board (REB) that is responsible for reviewing and overseeing the legal and ethical compliance of this study. Give the file identifier of the REB application.
", "default_value"=>nil, "number"=>1, "section_id"=>24782, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"0ee0e810-a553-4223-b0a3-9228a3f42bd7"}) +Annotation.create({"id"=>72463, "question_id"=>76398, "org_id"=>8, "text"=>"Researchers must follow the policies and guidance of the research ethics board governing their institutions. There may be important differences across institutions. The Public Health Agency of Canada (PHAC) is responsible for setting standards and coordinating REBs across Canada. They provide 10 best practices for ensuring privacy of human participants:
\r\n
In the context of neuroimaging research, “the potential identifiability of otherwise anonymous image files is of great concern to those in the field who are anxious to encourage electronic data sharing” (Kulynych, 2002). Please consult your REB for recommendations on how to prepare ethics protocols.
Phase 2 questions seek greater detail. It is understood that these answers will often depend on the outcome of several steps in the research project, such as: a literature review, imaging protocol design and experimental design, or running multiple pilot subjects and interpreting the outcome. As these details become known, the DMP can and should be revisited. This approach underscores that DMPs are living documents that evolve throughout a research project.
", "number"=>2, "template_id"=>3872, "modifiable"=>true, "versionable_id"=>"82eae2ac-d34d-4509-9dc6-e760741d253a"}) +Section.create({"id"=>24783, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3930, "modifiable"=>true, "versionable_id"=>"39bb0d34-876c-482d-948c-871dc3b5705a"}) +Question.create({"id"=>76400, "text"=>"Give details about the sources of data, equipment used, and data formats produced for your project. ", "default_value"=>nil, "number"=>1, "section_id"=>24783, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"8b59ec22-4350-4197-aece-977116f0a3de"}) +Annotation.create({"id"=>72465, "question_id"=>76400, "org_id"=>8, "text"=>"Please explain, in particular:If you are using a data management application to manage data, please name which system. Describe the features of the application that are important for this project in particular (ex. provenance tracking, versioning, QC, longitudinal design).
", "default_value"=>nil, "number"=>2, "section_id"=>24785, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"83828d1c-73c6-4e90-aaa8-f63da9f45a17"}) +Annotation.create({"id"=>72469, "question_id"=>76405, "org_id"=>8, "text"=>"A data management application is a piece of software that stores data and helps to manage some aspects of the data and/or metadata collection, quality control, conversion, processing, reporting, annotation, and other functions. Some applications are designed specifically for the neuroimaging domain, e.g. LORIS, Braincode, while other applications can be used by any research discipline, e.g. XNAT, Redcap. In neurosciences, the term ‘database’ is sometimes used by convention to refer to data management applications. For the purposes of this question, an application is any software tool used to manage data acquisition or storage.
", "type"=>"guidance", "versionable_id"=>"e905bc55-f21b-44da-99ac-e1d5ab2c8e20"}) +Section.create({"id"=>24786, "title"=>"Preservation", "description"=>nil, "number"=>4, "phase_id"=>3930, "modifiable"=>true, "versionable_id"=>"6f11ab56-de24-4f0a-8ee9-3fdfe1df46e8"}) +Question.create({"id"=>76406, "text"=>"What data will be preserved for the long-term?", "default_value"=>nil, "number"=>1, "section_id"=>24786, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"ecc99b2d-8681-4385-9ac7-ff2802842bb5"}) +Annotation.create({"id"=>72470, "question_id"=>76406, "org_id"=>8, "text"=>"In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. phantom scans and other diagnostic scans may not need to be preserved).", "type"=>"guidance", "versionable_id"=>"f7054d6a-dc3c-4ba8-84c6-3fcd11d21515"}) +Question.create({"id"=>76407, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>2, "section_id"=>24786, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"c719c99a-f677-47dc-8a28-cf01319ee782"}) +Annotation.create({"id"=>72471, "question_id"=>76407, "org_id"=>8, "text"=>"DataCite's repository finder tool and re3data.org are both useful tools for finding an appropriate repository for your data. Searches on re3data can be easily narrowed by discipline, such as this search for ‘neurosciences.’ There are also generalist repository services like Zenodo, OSF, Figshare, and Academictorrents.com. If your data is ready to be shared under an open license, then posting to an existing platform like openneuro.org, openfmri.org, nitrc.org, or portal.conp.ca could be a good solution.This template will assist you in creating a data management plan for arts-based research (ABR). It is intended for researchers and artists who use artistic processes as research methods (i.e., arts-based methods). ABR is used across disciplines and encompasses diverse understandings of the arts, research, and how they intersect. In this template, ABR is an umbrella term for all the ways the arts are adapted to answer research questions, including those described as arts research, artistic research, and research-creation. You can use this template on its own, or in combination with others on the DMP Assistant when using arts-based methods with other methodological approaches.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>1, "visibility"=>1, "customization_of"=>nil, "family_id"=>352166419, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>3928, "title"=>"Alliance Template for Arts-Based Research", "description"=>"This template will assist you in creating a data management plan for arts-based research (ABR). It is intended for researchers and artists who use artistic processes as research methods (i.e., arts-based methods). ABR is used across disciplines and encompasses diverse understandings of the arts, research, and how they intersect. In this template, ABR is an umbrella term for all the ways the arts are adapted to answer research questions, including those described as arts research, artistic research, and research-creation. You can use this template on its own, or in combination with others on the DMP Assistant when using arts-based methods with other methodological approaches.
", "number"=>1, "template_id"=>3871, "modifiable"=>true, "versionable_id"=>"5ba3ad08-b91a-4194-8d20-d904b09fa950"}) +Section.create({"id"=>24769, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3928, "modifiable"=>true, "versionable_id"=>"61d9e90b-adb7-4fd2-94cb-9ffe4d695cdc"}) +Question.create({"id"=>76361, "text"=>"What types of data will you create and/or collect? What methods, arts-based and otherwise, will you use?", "default_value"=>nil, "number"=>1, "section_id"=>24769, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"49aa06dc-7a31-4bf5-a5e1-b74c7bd2ce5f"}) +Annotation.create({"id"=>72413, "question_id"=>76361, "org_id"=>8, "text"=>"Drawings, songs, poems, films, short stories, performances, interactive installations, and social experiences facilitated by artists are examples of data. Data on artistic processes can include documentation of techniques, stages, and contexts of artistic creation, and the physical materials (e.g., paints, textiles, found objects) and tools (e.g., pencils, the body, musical instruments) used to create artwork. Other types of data are audio recordings of interviews, transcripts, photographs, videos, field notes, historical documents, social media posts, statistical spreadsheets, and computer code.", "type"=>"example_answer", "versionable_id"=>"9dfcce79-872f-4bbc-9dd3-134114763e48"}) +Annotation.create({"id"=>72414, "question_id"=>76361, "org_id"=>8, "text"=>"Artwork is a prominent type of data in ABR that is commonly used as content for analysis and interpretation. Artworks that exist as, or are documented in, image, audio, video, text, and other types of digital files facilitate research data management. The same applies to preparatory, supplemental, and discarded artworks made in the creation of a principal one. Research findings you create in the form of artwork can be treated as data if you will make them available for researchers, artists, and/or the public to use as data. Information about artistic processes can also be data. Read more on artwork and artistic processes as data at Kultur II Group and Jisc.", "type"=>"guidance", "versionable_id"=>"ac40886b-4ab5-4955-b29f-b2559d4f9122"}) +Question.create({"id"=>76362, "text"=>"Do you plan to use datasets published by others? Where will you collect them from?", "default_value"=>nil, "number"=>2, "section_id"=>24769, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"135a4b6f-657b-4417-b51a-526827f9a3c0"}) +Annotation.create({"id"=>72415, "question_id"=>76362, "org_id"=>8, "text"=>"Researchers and artists can publish their data for others to reuse. Research data repositories and government agencies are sources of published data (e.g., Federated Research Data Repository, Statistics Canada). Your university may have its own research data repository. Academic journals may host published data as supplementary material connected to their articles. If you need help finding resources for published data, contact your institution’s library or reach out to the Portage DMP Coordinator at dmp-assistant@tech.alliancecan.ca.", "type"=>"guidance", "versionable_id"=>"fdca975e-ca6a-4fe0-9bd2-8ba5ae4cc336"}) +Question.create({"id"=>76363, "text"=>"How will you digitally document artwork, artistic processes, and other non-digital data? What conditions, hardware, software, and skills will you need?", "default_value"=>nil, "number"=>3, "section_id"=>24769, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"5d918a80-b2ee-4f77-9cba-d452ed164f43"}) +Annotation.create({"id"=>72416, "question_id"=>76363, "org_id"=>8, "text"=>"Non-digital data should be digitized when possible. Digitization is needed for many reasons, including returning artwork to participants, creating records of performances, and depositing data in a repository for reuse. When planning your documentation, consider what conditions (e.g., good lighting, sound dampening), hardware (e.g., microphone, smartphone), software (e.g., video editing program), and specialized skills (e.g., filming techniques, image-editing skills) you will need. High quality documentation will make your data more valuable to you and others.", "type"=>"guidance", "versionable_id"=>"347333e4-156f-4042-a4d5-0993577f41ff"}) +Question.create({"id"=>76364, "text"=>"What file formats will your data be created and/or collected in?", "default_value"=>nil, "number"=>4, "section_id"=>24769, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"3839408f-1b49-41ad-98ca-cdff46516377"}) +Annotation.create({"id"=>72417, "question_id"=>76364, "org_id"=>8, "text"=>"Open (i.e., non-proprietary) file formats are preferred when possible because they can be used by anyone, which helps ensure others can access and reuse your data in the future. However, proprietary file formats may be necessary for certain arts-based methods because they have special capabilities for creating and editing images, audio, video, and text. If you use proprietary file formats, try to select industry-standard formats (i.e., those widely used by a given community) or those you can convert to open ones. UK Data Service provides a table of recommended and acceptable file formats for various types of data.
\r\nCornell University defines metadata as “documentation that describes data” (see also Concordia University Library). Creating good metadata includes providing information about your project as well as each item in your database, and any other contextual information needed for you and others to interpret and reuse your data in the future. CESSDA and UK Data Service provide examples of project- and item-level metadata. Because arts-based methods tend to be customized and fluid, describing them in your project-level metadata is important.
", "type"=>"guidance", "versionable_id"=>"07838a20-5080-4530-aae1-2f5b1ecafaa3"}) +Question.create({"id"=>76367, "text"=>"What metadata standard will you use?", "default_value"=>nil, "number"=>2, "section_id"=>24770, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"c90f656e-86b1-40d4-bc8f-6b95644ab02d"}) +Annotation.create({"id"=>72422, "question_id"=>76367, "org_id"=>8, "text"=>"Dublin Core and DDI are two widely used general metadata standards. Discipline-specific standards used by museums and galleries (e.g., CCO, VRA Core) may be useful to describe artworks at the item level. You can also explore arts-specific data repositories at re3data.org to see what metadata standards they use.", "type"=>"example_answer", "versionable_id"=>"07f39f5f-2283-4b8f-86a7-a6738dbf8bb6"}) +Annotation.create({"id"=>72423, "question_id"=>76367, "org_id"=>8, "text"=>"A metadata standard is a set of established categories you can use to describe your data. Using one helps ensure your metadata is consistent, structured, and machine-readable, which is essential for depositing data in repositories and making them easily discoverable by search engines. While no specific metadata standard exists for ABR, you can adopt existing general or discipline-specific ones (for more, see Queen’s University Library and Digital Curation Centre). For more help finding a suitable metadata standard, you may wish to contact your institution’s library or reach out to the Portage DMP Coordinator at dmp-assistant@tech.alliancecan.ca.", "type"=>"guidance", "versionable_id"=>"1ca55ef7-e47c-4afc-8451-87dffb9f110d"}) +Question.create({"id"=>76368, "text"=>"How will you consistently create metadata during your project?", "default_value"=>nil, "number"=>3, "section_id"=>24770, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"17d24195-35e3-4a38-bbac-ec5d460e40e4"}) +Annotation.create({"id"=>72424, "question_id"=>76368, "org_id"=>8, "text"=>"One way to record metadata is to place it in a separate text file (i.e., README file) that will accompany your data and to update it throughout your project. Cornell University provides a README file template you can adapt. You can also embed item-level metadata in certain files, such as placing contextual information and participant details for an interview in a summary page at the beginning of a transcript. Creating a data list, a spreadsheet that collects all your item-level metadata under key categories, will help you and others easily identify items, their details, and patterns across them. UK Data Service has a data list template you can adapt.", "type"=>"example_answer", "versionable_id"=>"321e496f-be88-4c25-86f9-f43b11a874bd"}) +Annotation.create({"id"=>72425, "question_id"=>76368, "org_id"=>8, "text"=>"Creating metadata should not be left to the end of your project. A plan that lays out how, when, where, and by whom metadata will be captured during your project will help ensure your metadata is accurate, consistent, and complete. You can draw metadata from files you have already created or will create for your project (e.g., proposals, notebooks, interview guides, file properties of digital images). If your arts-based methods shift during your project, make sure to record these changes in your metadata. The same practices for organizing data can be used to organize metadata (e.g., consistent naming conventions, file version markers).", "type"=>"guidance", "versionable_id"=>"5715da0a-d3b1-4e50-ae94-408a2f94e71c"}) +Section.create({"id"=>24771, "title"=>"Storage, Backup, and Access", "description"=>nil, "number"=>3, "phase_id"=>3928, "modifiable"=>true, "versionable_id"=>"246bba52-bf9d-4d5a-8e38-b02aa34bc68e"}) +Question.create({"id"=>76369, "text"=>"How much storage space will you need for digital data during your project? How long will you store them?", "default_value"=>nil, "number"=>1, "section_id"=>24771, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"a4e6c71b-2d6d-45a1-bcc6-2f0e481ce4ca"}) +Annotation.create({"id"=>72426, "question_id"=>76369, "org_id"=>8, "text"=>"Estimate the storage space you will need in megabytes, gigabytes, terabytes, etc., and for how long this storage will need to be active. Take into account file size, file versions, backups, and the growth of your data, if you will create and/or collect data over several months or years.", "type"=>"guidance", "versionable_id"=>"84853632-07c0-49f4-9b1e-39c3d35ba1a0"}) +Question.create({"id"=>76370, "text"=>"How and where will you store and back up digital data during your project?", "default_value"=>nil, "number"=>2, "section_id"=>24771, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"363804ec-3338-4015-a369-1a2206b15dbe"}) +Annotation.create({"id"=>72427, "question_id"=>76370, "org_id"=>8, "text"=>"Digital data can be stored on optical or magnetic media, which can be removable (e.g., DVDs, USB drives), fixed (e.g., computer hard drives), or networked (e.g., networked drives, cloud-based servers). Each storage method has pros and cons you should consider. Having multiple copies of your data and not storing them all in the same physical location reduces the risk of losing your data. Follow the 3-2-1 backup rule: have at least three copies of your data; store the copies on two different media; keep one backup copy offsite. A regular backup schedule reduces the risk of losing recent versions of your data.
\r\nSecurely accessible servers or cloud-based environments with regular backup processes are recommended for your offsite backup copy; however, you should know about the consequences of storing your data outside of Canada, especially in relation to privacy. Data stored in different countries is subject to their laws, which may differ from those in Canada. Ensure your data storage and backup methods align with any requirements of your funder, institution, and research ethics office. Read more on storage and backup practices at the University of Sheffield Library and UK Data Service. ", "type"=>"guidance", "versionable_id"=>"355177d3-c7d6-400a-b47b-f9ad68d43993"}) +Annotation.create({"id"=>72428, "question_id"=>76370, "org_id"=>8, "text"=>"Many universities offer networked file storage with automatic backup. Compute Canada’s Rapid Access Service provides principal investigators at Canadian postsecondary institutions a modest amount of storage and other cloud resources for free. Contact your institution’s IT services to find out what secure data storage services are available to you.", "type"=>"example_answer", "versionable_id"=>"cb4d0466-fa4a-4382-aa24-2be161882775"}) +Question.create({"id"=>76371, "text"=>"How will you store non-digital data during your project?", "default_value"=>nil, "number"=>3, "section_id"=>24771, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"cbee4afb-f351-4df0-8293-3426cf024e3c"}) +Annotation.create({"id"=>72429, "question_id"=>76371, "org_id"=>8, "text"=>"Describe how you will store your non-digital data and what you will need to do so (e.g., physical space, equipment, special conditions). Include where you will store these data and for how long. Ensure your storage methods for non-digital data align with any requirements of your funder, institution, and research ethics office.", "type"=>"guidance", "versionable_id"=>"c8ae0608-25d4-4f59-b8bb-b8bda32a7253"}) +Question.create({"id"=>76372, "text"=>"How will your research team and others transfer, access, and/or modify data during your project?", "default_value"=>nil, "number"=>4, "section_id"=>24771, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"016ab377-9296-433f-80e0-ce8e1ce28946"}) +Annotation.create({"id"=>72430, "question_id"=>76372, "org_id"=>8, "text"=>"Research team members, other collaborators, participants, and independent contractors (e.g., transcriptionists, videographers) are examples of individuals who can transfer, access, and modify data in your project, often from different locations. Ideally, a strategy for these activities facilitates cooperation, ensures data security, and can be adopted with minimal instructions or training. If applicable, your strategy should address how raw data from portable recording devices will be transferred to your project database (e.g., uploading raw video data within 48 hours, then erasing the camera).
\r\nRelying on email to transfer data is not a robust or secure solution, especially for exchanging large files or artwork, transcripts, and other data with sensitive information. Third-party commercial file sharing services (e.g., Google Drive, Dropbox) are easy file exchange tools, but may not be permanent or secure, and are often located outside Canada. Contact your librarian and IT services to develop a solution for your project.
", "type"=>"guidance", "versionable_id"=>"14c72d4e-cc5e-4e5b-806c-f6243a9fa5e6"}) +Section.create({"id"=>24772, "title"=>"Preservation", "description"=>nil, "number"=>4, "phase_id"=>3928, "modifiable"=>true, "versionable_id"=>"8760a9b2-bfa4-4019-82f8-b142cf5c2663"}) +Question.create({"id"=>76373, "text"=>"What are your preservation needs for your digital data?", "default_value"=>nil, "number"=>1, "section_id"=>24772, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"b86359bf-4e3c-4c81-a81f-eb0ce1cd8067"}) +Annotation.create({"id"=>72431, "question_id"=>76373, "org_id"=>8, "text"=>"Preservation means storing data in ways that make them accessible and reuseable to you and others long after your project ends (for more, see Ghent University). Many factors inform preservation, including policies of funding agencies and academic publishers, an understanding of the enduring value of a dataset, and ethical frameworks informing a project (e.g., making artwork co-created with community members accessible to their community).
\r\nCreating a “living will” for your data can help you decide what your preservation needs are in relation to these or other factors. It is a plan describing how future researchers, artists, and others will be able to access and reuse your data. If applicable, consider the needs of participants and collaborators who will co-create and/or co-own artwork and other data. Your “living will” can address where you will store your data, how they will be accessed, how long they will be accessible for, and how much digital storage space you will need.", "type"=>"guidance", "versionable_id"=>"dbb3bbe4-6c2e-4c76-97a2-2e825b51b91d"}) +Question.create({"id"=>76374, "text"=>"Where will you preserve your research data for the long-term, if needed?", "default_value"=>nil, "number"=>2, "section_id"=>24772, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"a05eff74-8429-457b-b8cd-b2ada451dbf9"}) +Annotation.create({"id"=>72432, "question_id"=>76374, "org_id"=>8, "text"=>"Deposit in a data repository is one way to preserve your data, but keep in mind that not all repositories have a preservation mandate. Many repositories focus on sharing data, not preserving them, meaning they will store and make your data accessible for a few years, but not long term. It can be difficult to distinguish repositories with preservation services from those without, so carefully read the policies of repositories you are considering for preservation and, if possible, before your project begins. If you need or want to place special conditions on your data, check if the repository will accommodate them and, if so, get written confirmation. Read more on choosing a repository at OpenAIRE.", "type"=>"guidance", "versionable_id"=>"e6f35970-2cac-41b5-b5ed-7ef391572227"}) +Annotation.create({"id"=>72433, "question_id"=>76374, "org_id"=>8, "text"=>"Data repositories labelled as “trusted” or “trustworthy” indicate they have met high standards for receiving, storing, accessing, and preserving data through an external certification process. Two certifications are Trustworthy Digital Repository and CoreTrustSeal.
\r\nA repository that lacks certification may still be a valid preservation option. Many established repositories in Canada have not gone through a certification process yet. For repositories without certification, you can evaluate their quality by comparing their policies to the standards of a certification. Read more on trusted data repositories at the University of Edinburgh and OpenAIRE.", "type"=>"example_answer", "versionable_id"=>"62bcfe39-5c6a-4547-a74b-fbb009bd5ded"}) +Question.create({"id"=>76375, "text"=>"How will you ensure your digital data is preservation ready?", "default_value"=>nil, "number"=>3, "section_id"=>24772, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"8b976a44-307a-4770-85b8-1edd0b66b82e"}) +Annotation.create({"id"=>72434, "question_id"=>76375, "org_id"=>8, "text"=>"Open file formats are considered preservation-friendly because of their accessibility. Proprietary file formats are not optimal for preservation because they can have accessibility barriers (e.g., needing specialized licensed software to open). Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g., converting from an uncompressed TIFF file to a compressed JPEG file), so any changes to file formats should be documented and double checked. See UK Data Service for a list of preservation-friendly file formats.", "type"=>"example_answer", "versionable_id"=>"9ecfc004-9743-4f9b-a163-1a75930dbe65"}) +Annotation.create({"id"=>72435, "question_id"=>76375, "org_id"=>8, "text"=>"Converting to preservation-friendly file formats, checking for unintended changes to files, confirming metadata is complete, and gathering supporting documents are practices, among others, that will help ensure your data are ready for preservation.", "type"=>"guidance", "versionable_id"=>"95cf81a3-e6e6-4f61-9ebc-54cde0ab5f0c"}) +Question.create({"id"=>76376, "text"=>"What are your preservation needs for your non-digital data?", "default_value"=>nil, "number"=>4, "section_id"=>24772, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"730ca1e5-18a4-4227-8912-f685f77ed244"}) +Annotation.create({"id"=>72436, "question_id"=>76376, "org_id"=>8, "text"=>"Sometimes non-digital data cannot be digitized or practical limitations (e.g., cost) prevent them from being digitized. If you want others to access and reuse your non-digital data, consider where they will be stored, how they will be accessed, and how long they will be accessible for. Sometimes, you can deposit your data in an archive, which will take responsibility for preservation and access. If non-archivists (e.g., you, a partner community centre) take responsibility for preservation, describe how your non-digital data will be protected from physical deterioration over time. Make sure to incorporate non-digital data into the “living will” for your data. Contact the archives at your institution for help developing a preservation strategy for non-digital data. Read more on preserving non-digital data at Radboud University.", "type"=>"guidance", "versionable_id"=>"b856d87b-25f0-4146-a0e2-d26b1cc888b0"}) +Question.create({"id"=>76377, "text"=>"Are there data you will need or choose to destroy? If so, how will you destroy them securely?", "default_value"=>nil, "number"=>5, "section_id"=>24772, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"0a169a59-ba1b-46b8-b784-a1a7526461c0"}) +Annotation.create({"id"=>72437, "question_id"=>76377, "org_id"=>8, "text"=>"Certain data may not have long-term value, may be too sensitive for preservation, or must be destroyed due to data agreements. Deleting files from your computer is not a secure method of data disposal. Contact your IT services, research ethics office, and/or privacy office to find out how you can securely destroy your data. Read more on secure data disposal at UK Data Service.", "type"=>"guidance", "versionable_id"=>"8ff55717-6e07-4cff-a677-f9bb55175721"}) +Section.create({"id"=>24773, "title"=>"Sharing and Reuse", "description"=>nil, "number"=>5, "phase_id"=>3928, "modifiable"=>true, "versionable_id"=>"d5f5f383-b15f-4912-8b57-9b9bef463a61"}) +Question.create({"id"=>76378, "text"=>"What types of data will you share and in what form?", "default_value"=>nil, "number"=>1, "section_id"=>24773, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"0f9989f8-e862-4b46-8fff-f06f742d2664"}) +Annotation.create({"id"=>72438, "question_id"=>76378, "org_id"=>8, "text"=>"Your shared data can be in different forms:
\r\nList the owners of the data in your project (i.e., those who hold the intellectual property rights), such as you, collaborators, participants, and the owners of published data you will reuse. Consider how ownership will affect the sharing and reuse of data in your project. For example, existing licenses attached to copyrighted materials that you, collaborators, or participants incorporate into new artwork may prevent its sharing or allow it with conditions, like creator attribution, non-commercial use, and restricted access.
", "type"=>"guidance", "versionable_id"=>"aa6d38e5-471d-4ae7-b33d-97fb63f3b6af"}) +Question.create({"id"=>76381, "text"=>"What type of end-user license will you include with your data?", "default_value"=>nil, "number"=>4, "section_id"=>24773, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"a3a43915-3130-4c28-8378-210b5691167a"}) +Annotation.create({"id"=>72442, "question_id"=>76381, "org_id"=>8, "text"=>"Several types of standard licenses are available to researchers, such as Creative Commons licenses and Open Data Commons licenses. In most circumstances, it is easier to use a standard license rather than a custom-made one. If you make your data part of the public domain, you should make this explicit by using a license, such as Creative Commons CC0. Read more on data licenses at Digital Curation Centre. ", "type"=>"example_answer", "versionable_id"=>"75edfde8-29ca-47b3-8c2d-97eb6e3a0663"}) +Annotation.create({"id"=>72443, "question_id"=>76381, "org_id"=>8, "text"=>"Include a copy of your end-user license here. Licenses set out how others can use your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may be able to guide you in developing a license. Only the intellectual property rights holder(s) of the data you want to share can issue a license, so it is crucial to clarify who holds those rights. Make sure the terms of use of your end-user license fulfill any legal and ethical obligations you have (e.g., consent forms, copyright, data sharing agreements, etc.).", "type"=>"guidance", "versionable_id"=>"ca664c91-5ac5-4126-a998-8e41c703edf3"}) +Question.create({"id"=>76382, "text"=>"How will researchers, artists, and/or the public find your data?", "default_value"=>nil, "number"=>5, "section_id"=>24773, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"ebc83e7c-0e43-447e-9b83-c07ff8df7670"}) +Annotation.create({"id"=>72444, "question_id"=>76382, "org_id"=>8, "text"=>"Many Canadian postsecondary institutions use Dataverse, a popular data repository platform for survey data and qualitative text data (for more, see Scholars Portal). It has many capabilities, including open and restricted access, built-in data citations, file versioning, customized terms of use, and assignment of a digital object identifier (DOI) to datasets. A DOI is a unique, persistent identifier that provides a stable link to your data. Try to choose repositories that assign persistent identifiers. Contact your institution’s library or the Portage DMP Coordinator at support@portagenetwork.ca to find out if a local Dataverse is available to you, or for help locating another repository that meets your needs. You can also check out re3data.org, a directory of data repositories that includes arts-specific ones.", "type"=>"example_answer", "versionable_id"=>"2f9bedb3-4ac5-49fc-b692-fcb9f9fdd7d7"}) +Annotation.create({"id"=>72445, "question_id"=>76382, "org_id"=>8, "text"=>"Researchers can find data through data repositories, word-of-mouth, project websites, academic journals, etc. Sharing your data through a data repository is recommended because it enhances the discoverability of your data in the research community. You can also cite your deposited data the same way you would cite a publication, by including a link in the citation. Read more on data citation at UK Data Service and Digital Curation Centre.
\r\nThe best ways to let artists and the public know about your data may not mirror those of researchers. Social media, artistic organizations, and community partners may be options. For more help making your data findable, contact your institution’s library or the Portage DMP Coordinator at dmp-assistant@tech.alliancecan.ca.
", "type"=>"guidance", "versionable_id"=>"36d0a222-c39b-4f05-9a1b-ec162adf3707"}) +Section.create({"id"=>24774, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>6, "phase_id"=>3928, "modifiable"=>true, "versionable_id"=>"242249ed-d805-4ef8-a1d9-df8fb24c40e7"}) +Question.create({"id"=>76383, "text"=>"Who will be responsible for research data management during and after your project? What will their tasks be?", "default_value"=>nil, "number"=>1, "section_id"=>24774, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"5cc4fd8f-5548-4cd1-b317-4587e75521da"}) +Annotation.create({"id"=>72446, "question_id"=>76383, "org_id"=>8, "text"=>"Research data management is often a shared responsibility, which can involve principal investigators, co-investigators, collaborators, graduate students, data repositories, etc. Describe the roles and responsibilities of those who will carry out the activities of your data management plan, whether they are individuals or organizations, and the timeframe of their responsibilities. Consider who can conduct these activities in relation to data management expertise, time commitment, training needed to carry out tasks, and other factors.
", "type"=>"guidance", "versionable_id"=>"3933cd31-1fd2-40c0-909d-fd1b859a002e"}) +Question.create({"id"=>76384, "text"=>"If responsibility for research data management needs to be transferred to other individuals or organizations, who will assume responsibility and how?", "default_value"=>nil, "number"=>2, "section_id"=>24774, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"f3ba4d05-7375-4be4-85b5-af103c367172"}) +Annotation.create({"id"=>72447, "question_id"=>76384, "org_id"=>8, "text"=>"Expected and unexpected changes to who manages data during your project (e.g., a student graduates, research staff turnover) and after (e.g., retirement, death, agreement with data repository ends) can happen. A succession plan details how research data management responsibilities will transfer to other individuals or organizations. Consider what will happen if the principal investigator, whether you or someone else, leaves the project. In some instances, a co-investigator or the department or division overseeing your project can assume responsibility. Your post-project succession plan can be part of the “living will” for your data.", "type"=>"guidance", "versionable_id"=>"81329dc8-50a9-4471-86bd-7833fe92d66d"}) +Question.create({"id"=>76385, "text"=>"What resources will you need to implement your data management plan? How much will they cost?", "default_value"=>nil, "number"=>3, "section_id"=>24774, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"4e9cff16-21e6-4eb7-8f22-4ecb2edf0a89"}) +Annotation.create({"id"=>72448, "question_id"=>76385, "org_id"=>8, "text"=>"Know what resources you will need for research data management during and after your project and their estimated cost as early as possible. For example, transcription, training for research team members, digitizing artwork, cloud storage, and depositing your data in a repository can all incur costs. Many funding agencies provide financial support for data management, so check what costs they will cover. Read more on costing data management at Digital Curation Centre and OpenAIRE.", "type"=>"guidance", "versionable_id"=>"33c37ba5-5bfb-4be3-9cda-42336926d2c1"}) +Section.create({"id"=>24775, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>7, "phase_id"=>3928, "modifiable"=>true, "versionable_id"=>"23e1af42-0008-47ff-94ae-8f9f53983583"}) +Question.create({"id"=>76386, "text"=>"Are there policies that outline requirements and/or best practices pertaining to your research data management?", "default_value"=>nil, "number"=>1, "section_id"=>24775, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"27b42dbf-c1a5-46a2-be89-c05a6c0cf81f"}) +Annotation.create({"id"=>72449, "question_id"=>76386, "org_id"=>8, "text"=>"Research data management policies can be set by funders, postsecondary institutions, legislation, communities of researchers, and research data management specialists. List policies relevant to managing your data, including those of your institution and the Tri-Agency Research Data Management Policy, if you have SSHRC, CIHR, or NSERC funding. Include URL links to these policies. ", "type"=>"guidance", "versionable_id"=>"3687ffa9-0dc5-44f6-b1c5-c80d5539fc3f"}) +Question.create({"id"=>76387, "text"=>"What ethical and legal issues will affect your data? How will you address them?", "default_value"=>nil, "number"=>2, "section_id"=>24775, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"0941c12d-0a14-446e-bc59-082fa7f9d1bd"}) +Annotation.create({"id"=>72450, "question_id"=>76387, "org_id"=>8, "text"=>"Compliance with privacy and copyright law is a common issue in ABR and may restrict what data you can create, collect, preserve, and share. Familiarity with Canadian copyright law is especially important in ABR (see Copyright Act of Canada, Canadian Intellectual Property Office, Éducaloi, and Artists’ Legal Outreach). Obtaining permissions is key to managing privacy and copyright compliance and will help you select or develop an end-user license.
\r\nIt is also important to know about ethical and legal issues pertaining to the cultural context(s) in which you do ABR. For example, Indigenous data sovereignty and governance are essential to address in all aspects of research data management in projects with and affecting First Nations, Inuit, and Métis communities and lands (see FNIGC, ITK, and GIDA), including collective ownership of traditional knowledge and cultural expressions (see UBC Library and ISED Canada). Experts at your institution can help you address ethical and legal issues, such as those at your library, privacy office, research ethics office, or copyright office.", "type"=>"guidance", "versionable_id"=>"15c1fd54-030b-4e04-a9dd-1671ea16c370"}) +Annotation.create({"id"=>72451, "question_id"=>76387, "org_id"=>8, "text"=>"Obtaining permissions to create, document, and use artwork in ABR can be complex when, for example, non-participants are depicted in artwork or artwork is co-created or co-owned, made by minors, or derived from other copyrighted work (e.g., collages made of photographs, remixed songs). Consider creating a plan describing how you will obtain permissions for your project. It should include what you want to do (e.g., create derivative artwork, deposit data); who to ask when permission is needed for what you want to do; and, if granted, what the conditions are. ", "type"=>"example_answer", "versionable_id"=>"8b56eb85-d3e6-4c87-ba6e-e829e797ad31"}) +Question.create({"id"=>76388, "text"=>"If your project includes sensitive data, how will you ensure they are securely managed and accessible only to approved individuals during your project?", "default_value"=>nil, "number"=>3, "section_id"=>24775, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"d9bbc535-e385-41c8-802d-6da2aff0d992"}) +Annotation.create({"id"=>72452, "question_id"=>76388, "org_id"=>8, "text"=>"Security measures for sensitive data include password protection, encryption, and limiting physical access to storage devices. Sensitive data should never be shared via email or cloud storage services not approved by your research ethics office. Security measures for sensitive non-digital data include storage under lock and key, and logging removal and return of artwork from storage.", "type"=>"example_answer", "versionable_id"=>"c50a8a39-054c-4bd8-b92e-3c218f0cfb0f"}) +Annotation.create({"id"=>72453, "question_id"=>76388, "org_id"=>8, "text"=>"Sensitive data is any data that may negatively impact individuals, organizations, communities, institutions, and businesses if publicly disclosed. Copyrighted artwork, Indigenous cultural expressions, and personal identifiers in artwork or its documentation can be examples of sensitive data in ABR. Your data security measures should be proportional to the sensitivity of your data: the more sensitive your data, the more data security you need. Read more on sensitive data and data security at Data Storage and Security Tools (PDF) by McMaster Research Ethics Board, OpenAIRE, and UK Data Service.
", "type"=>"guidance", "versionable_id"=>"72f0d1a7-d993-48c2-8a94-7dfb20dd1cd7"}) +Question.create({"id"=>76389, "text"=>"If you will share sensitive data, what issues do you need to address? How will you address them?", "default_value"=>nil, "number"=>4, "section_id"=>24775, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"47394078-ffc7-4cb5-87da-dc1d26238682"}) +Annotation.create({"id"=>72454, "question_id"=>76389, "org_id"=>8, "text"=>"Removing direct and indirect identifiers from data is a common strategy to manage sensitive data. However, some strategies to remove identifiers in images, audio, and video also remove information of value to others (e.g., facial expressions, context, tone of voice). Consult your research ethics office to find out if solutions exist to retain such information. Read more on de-identifying data at UBC Library and UK Data Service.", "type"=>"example_answer", "versionable_id"=>"f4009153-a74a-41a0-8f7e-6e4513d86c5e"}) +Annotation.create({"id"=>72455, "question_id"=>76389, "org_id"=>8, "text"=>"Sensitive data can still be shared and reused if strategies are in place to protect against unauthorized disclosure and the problems that can rise from it. Obtain the consent of participants to share and reuse sensitive data beyond your project. Your consent form should state how sensitive data will be protected when shared, accessed, and reused. Strategies to reduce the risk of public disclosure are de-identifying data and implementing access restrictions on deposited data. Make sure to address types of sensitive data beyond personal identifiers of participants. Your strategies should align with requirements of your research ethics office, institution, and, if applicable, legal agreements for sharing data. Consult your research ethics office if you need help identifying problems and strategies.
", "type"=>"guidance", "versionable_id"=>"2fa619b7-41c0-4d14-b2de-4c95d3121444"}) +Template.create!({"id"=>3875, "title"=>"Alliance Template for Studying Molecular Interactions", "description"=>"The following template is intended for research projects combining experimental (scientific) methods with computer modeling/simulation to study molecular interactions.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>1, "visibility"=>1, "customization_of"=>nil, "family_id"=>674550998, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>3933, "title"=>"Alliance Template for Studying Molecular Interactions", "description"=>"The following template is intended for research projects combining experimental (scientific) methods with computer modeling/simulation to study molecular interactions.
", "number"=>1, "template_id"=>3875, "modifiable"=>true, "versionable_id"=>"6ab2d2c7-c1d4-4379-b478-c8edfab0e98e"}) +Section.create({"id"=>24804, "title"=>"Data Production", "description"=>nil, "number"=>1, "phase_id"=>3933, "modifiable"=>true, "versionable_id"=>"30ab6347-9286-4236-b292-c12f3471765a"}) +Question.create({"id"=>76484, "text"=>"What type(s) of data will be produced and in what format(s)?", "default_value"=>nil, "number"=>1, "section_id"=>24804, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"ab67b7f4-714b-4da2-af3c-60411169fa9f"}) +Annotation.create({"id"=>72546, "question_id"=>76484, "org_id"=>8, "text"=>"Examples of experimental image data may include: Magnetic Resonance (MR), X-ray, Fluorescent Resonance Energy Transfer (FRET), Fluorescent Lifetime Imaging (FLIM), Atomic-Force Microscopy (AFM), Electron Paramagnetic Resonance (EPR), Laser Scanning Microscope (LSM), Extended X-ray Absorption Fine Structure (EXAFS), Femtosecond X-ray, Raman spectroscopy, or other digital imaging methods. ", "type"=>"example_answer", "versionable_id"=>"80386c7d-6d15-4c8c-b70a-9782970c3820"}) +Annotation.create({"id"=>72547, "question_id"=>76484, "org_id"=>8, "text"=>"Describe the type(s) of data that will be collected, such as: text, numeric (ASCII, binary), images, and animations.
\r\nList the file formats you expect to use. Keep in mind that some file formats are optimal for the long-term preservation of data, for example, non-proprietary formats such as text ('.txt'), comma-separated ('.csv'), TIFF (‘.tiff’), JPEG (‘.jpg’), and MPEG-4 (‘.m4v’, ‘mp4’). Files converted from one format to another for archiving and preservation may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented. Guidance on file formats recommended for sharing and preservation are available from the UK Data Service, Cornell’s Digital Repository, the University of Edinburgh, and the University of British Columbia. ", "type"=>"guidance", "versionable_id"=>"4c249ccd-12cf-4049-b06c-207bb7892b50"}) +Question.create({"id"=>76485, "text"=>"Does this project involve the use or analysis of secondary data? What is the data-sharing arrangement for these data?", "default_value"=>nil, "number"=>2, "section_id"=>24804, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"3c4a84ea-35ab-4e3c-9481-6658e44c47b8"}) +Annotation.create({"id"=>72548, "question_id"=>76485, "org_id"=>8, "text"=>"Describe any secondary data you expect to reuse. List any available documentation, licenses, or terms of use assigned. If the data have a DOI or unique accession number, include that information and the name of the repository or database that holds the data. This will allow you to easily navigate back to the data, and properly cite and acknowledge the data creators in any publication or research output.
\r\nFor data that are not publicly available, you may have entered into a data-sharing arrangement with the data owner, which should be noted here. A data-sharing arrangement describes what data are being shared and how the data can be used. It can be a license agreement or any other formal agreement, for example, an agreement to use copyright-protected data.
", "type"=>"guidance", "versionable_id"=>"dcc9b366-e2cb-4c4a-bca1-1f04b0cd0d9f"}) +Annotation.create({"id"=>72549, "question_id"=>76485, "org_id"=>8, "text"=>"An example of experimental data from a secondary data source may be structures or parameters obtained from Protein Data Bank (PDB).
\r\nExamples of computational data and data sources may include: log files, parameters, structures, or trajectory files from previous modeling/simulations or tests.
", "type"=>"example_answer", "versionable_id"=>"fd6a7d30-85b2-4b7f-ba9a-96866b5721bb"}) +Question.create({"id"=>76486, "text"=>"What tools, devices, platforms, and/or software packages will be used to generate and manipulate data during the project?", "default_value"=>nil, "number"=>3, "section_id"=>24804, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"7f80ec41-591c-4737-8408-1a97ce128e49"}) +Annotation.create({"id"=>72550, "question_id"=>76486, "org_id"=>8, "text"=>"List all devices and/or instruments and describe the experimental setup (if applicable) that will be utilized to collect empirical data. For commercial instruments or devices, indicate the brand, type, and other necessary characteristics for identification. For a home-built experimental setup, list the components, and describe the functional connectivity. Use diagrams when essential for clarity.
\r\nIndicate the program and software package with the version you will use to prepare a structure or a parameter file for modeling or simulation. If web-based services such as FALCON@home, ProModel, CHARMM-GUI, etc. will be used to prepare or generate data, provide details such as the name of the service, URL, version (if applicable), and description of how you plan to use it.
\r\nIf you plan to use your own software or code, specify where and how it can be obtained to independently verify computational outputs and reproduce figures by providing the DOI, link to GitHub, or another source. Specify if research collaboration platforms such as CodeOcean, or WholeTale will be used to create, execute, and publish computational findings. ", "type"=>"guidance", "versionable_id"=>"f084e269-7304-4fac-b32b-ac62b0acf88e"}) +Question.create({"id"=>76487, "text"=>"Describe the data flow through the entire project. What steps will you take to increase the likelihood that your results will be reproducible?", "default_value"=>nil, "number"=>4, "section_id"=>24804, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"37dd29f3-612e-466f-80d6-4a386d2cf598"}) +Annotation.create({"id"=>72551, "question_id"=>76487, "org_id"=>8, "text"=>"Reproducible computational practices are critical to continuing progress within the discipline. At a high level, describe the steps you will take to ensure computational reproducibility in your project, including the operations you expect to perform on the data, and the path taken by the data through systems, devices, and/or procedures. Describe how an instrument response function will be obtained, and operations and/or procedures through which data (research and computational outputs) can be replicated. Indicate what documentation will be provided to ensure the reproducibility of your research and computational outputs.", "type"=>"guidance", "versionable_id"=>"f688b884-f96e-4757-ab52-c5af219f3bf5"}) +Annotation.create({"id"=>72552, "question_id"=>76487, "org_id"=>8, "text"=>"Some examples of data procedures include: data normalization, data fitting, data convolution, or Fourier transformation.
\r\nExamples of documentation may include: syntax, code, algorithm(s), parameters, device log files, or manuals.
", "type"=>"example_answer", "versionable_id"=>"994ee138-55e1-4404-82b3-57e2878e029c"}) +Section.create({"id"=>24805, "title"=>"Documentation and Metadata", "description"=>nil, "number"=>2, "phase_id"=>3933, "modifiable"=>true, "versionable_id"=>"04d3a032-fbc9-440d-89e5-5bf25780efac"}) +Question.create({"id"=>76488, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>24805, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"f0604451-12b1-47f9-8e12-c73cd389af5e"}) +Annotation.create({"id"=>72553, "question_id"=>76488, "org_id"=>8, "text"=>"Documentation can be provided in the form of a README file with information to ensure the data can be correctly interpreted by you or by others when you share or publish your data. Typically, a README file includes a description (or abstract) of the study, and any other contextual information required to make data usable by other researchers. Other information could include: research methodology used, variable definitions, vocabularies, units of measurement, assumptions made, format and file type of the data, a description of the data origin and production, an explanation of data file formats that were converted, a description of data analysis performed, a description of the computational environment, references to external data sources, details of who worked on the project and performed each task. Further guidance on writing README files is available from the University of British Columbia (UBC) and Cornell University.
\r\nConsider also saving detailed information during the course of the project in a log file. A log file will help to manage and resolve issues that arise during a project and prioritize the response to them. It may include events that occur in an operating system, messages between users, run time and error messages for troubleshooting. The level of detail in a log file depends on the complexity of your project.
", "type"=>"guidance", "versionable_id"=>"a961d0b7-d516-4014-b774-8174d3336c95"}) +Question.create({"id"=>76489, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project? What approaches will be employed by the research team to access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>2, "section_id"=>24805, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"a5d6a7d4-9ebd-441c-abc3-9d3fb01babd7"}) +Annotation.create({"id"=>72554, "question_id"=>76489, "org_id"=>8, "text"=>"Consider how you will capture this information in advance of data production and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
\r\nDescribe how data will be shared and accessed by the members of the research group during the project. Provide details of the data management service or tool (name, URL) that will be utilized to share data with the research group (e.g. Open Science Framework [OSF] or Radiam).", "type"=>"guidance", "versionable_id"=>"8c3497f9-7a59-4df4-acf3-3dead8eeaac3"}) +Question.create({"id"=>76490, "text"=>"If you are using a metadata standard and/or online tools to document and describe your data, please list them here.
", "default_value"=>nil, "number"=>3, "section_id"=>24805, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"705e04e3-8143-4627-a71e-ca8b163ce2d5"}) +Annotation.create({"id"=>72555, "question_id"=>76490, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in a standard, machine-readable, openly-accessible format to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. Read more about metadata standards here: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>"9214a907-2d2b-4529-82e0-6b4430bd1ff8"}) +Section.create({"id"=>24806, "title"=>"Storage and Backup", "description"=>nil, "number"=>3, "phase_id"=>3933, "modifiable"=>true, "versionable_id"=>"756c8000-9858-4708-a8a1-87bef623f457"}) +Question.create({"id"=>76491, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>24806, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"6f893e83-b902-4936-91a1-54ac849a0278"}) +Annotation.create({"id"=>72556, "question_id"=>76491, "org_id"=>8, "text"=>"Storage-space estimates should consider requirements for file versioning, backups, and growth over time. If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project. ", "type"=>"guidance", "versionable_id"=>"9a9335a3-8b84-486f-b40e-1ff7c00acee5"}) +Question.create({"id"=>76492, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>24806, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"5b99e052-4eb8-4388-8ec2-a2937c6f88f2"}) +Annotation.create({"id"=>72557, "question_id"=>76492, "org_id"=>8, "text"=>"Data may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nThe risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:\r\nConsider which data need to be shared to meet institutional, funding, or industry requirements. Consider which data will need to be restricted because of data-sharing arrangements with third parties, or other intellectual property considerations.
In this context, data might include research and computational findings, software, code, algorithms, or any other outputs (research or computational) that may be generated during the project. Research outputs might be in the form of:
Possibilities include: data registries, data repositories, indexes, word-of-mouth, and publications. If possible, choose to archive your data in a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure stable access to the dataset and make it retrievable by various discovery tools.
\r\nOne of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation. Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications. ", "type"=>"guidance", "versionable_id"=>"7bb7b378-5516-472f-bf7e-0b582154dd96"}) +Question.create({"id"=>76495, "text"=>"If you will use your own code or software in this project, describe your strategies for sharing it with other researchers.", "default_value"=>nil, "number"=>3, "section_id"=>24807, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"03939b11-2489-45ee-9f9f-cdc6c7b039bf"}) +Annotation.create({"id"=>72560, "question_id"=>76495, "org_id"=>8, "text"=>"Some strategies for sharing include:
Which data (research and computational outputs) will be retained after the completion of the project? Where will your research data be archived for the long-term? Describe your strategies for long-term data archiving.
", "default_value"=>nil, "number"=>4, "section_id"=>24807, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"be3e6cf4-6936-402c-b78a-7331217c329a"}) +Annotation.create({"id"=>72561, "question_id"=>76496, "org_id"=>8, "text"=>"In cases where only selected data will be retained, indicate the reason(s) for this decision. These might include legal, physical preservation issues or other requirements to keep or destroy data.
\r\nThere are general-purpose data repositories available in Canada, such as Scholars Portal Dataverse, and the Federated Research Data Repository (FRDR), which have preservation policies in place. Many research disciplines also have dedicated repositories. Scientific Data, for example, provides a list of repositories for scientific research outputs. Some of these repositories may request or require data to be submitted in a specific file format. You may wish to consult with a repository early in your project, to ensure your data are generated in, or can be transformed into, an appropriate standard format for your field. Re3data.org is an international registry of research data repositories that may help you identify a suitable repository for your data. The Repository Finder tool hosted by DataCite can help you find a repository listed in re3data.org. For assistance in making your dataset visible and easily accessible, contact your institution’s library or reach out to the Portage DMP Coordinator at dmp-assistant@tech.alliancecan.ca.
", "type"=>"guidance", "versionable_id"=>"ecde3cfd-0916-42f4-bd56-f78027907fa1"}) +Section.create({"id"=>24808, "title"=>"Ethics and Intellectual Property", "description"=>nil, "number"=>5, "phase_id"=>3933, "modifiable"=>true, "versionable_id"=>"6030c2d9-510a-4a63-9d40-9a56be11b3d3"}) +Question.create({"id"=>76497, "text"=>"Are there any ethical or legal concerns related to your data that you will need to address? Are there any ownership or intellectual property concerns that could limit if/how you can share your research outputs?", "default_value"=>nil, "number"=>1, "section_id"=>24808, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"436857f9-9ca4-4d5f-9dba-4a3fcfd75cce"}) +Annotation.create({"id"=>72562, "question_id"=>76497, "org_id"=>8, "text"=>"Consider the end-user license, and ownership or intellectual property rights of any secondary data or code you will use. Consider any data-sharing agreements you have signed, and repository ‘terms of use’ you have agreed to. These may determine what end-user license you can apply to your own research outputs, and may limit if and how you can redistribute your research outputs. If you are working with an industry partner, will you have a process in place to manage that partnership, and an understanding of how the research outputs may be shared? Describe any foreseeable concerns or constraints here, if applicable.", "type"=>"guidance", "versionable_id"=>"78e41338-2260-43d5-8f77-b4ceab751e6b"}) +Section.create({"id"=>24809, "title"=>"Roles and Responsibilities", "description"=>nil, "number"=>6, "phase_id"=>3933, "modifiable"=>true, "versionable_id"=>"8266d425-9967-49b2-96dd-789b44af2ce7"}) +Question.create({"id"=>76498, "text"=>"Identify who will be responsible for managing data during and after the project. Indicate the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>24809, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"b0d408b7-5f77-494b-8bf1-d3a1a21f4ab6"}) +Annotation.create({"id"=>72563, "question_id"=>76498, "org_id"=>8, "text"=>"Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your project. Consider including the time frame associated with these staff responsibilities, and document any training needed to prepare staff for data management duties.", "type"=>"guidance", "versionable_id"=>"b1d340cb-6a7c-4184-acb8-ae00ee0d72e3"}) +Question.create({"id"=>76499, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>24809, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"63641555-6eab-43a0-8bad-d23e046af190"}) +Annotation.create({"id"=>72564, "question_id"=>76499, "org_id"=>8, "text"=>"Indicate a succession strategy for management of these data if one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to follow if the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.", "type"=>"guidance", "versionable_id"=>"39b4484c-74c2-4e81-9380-83265c0f17c7"}) +Question.create({"id"=>76500, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>24809, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"f569c924-a28c-4850-be99-8023b7245a7b"}) +Annotation.create({"id"=>72565, "question_id"=>76500, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project has completed. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. It might include technical aspects of data management, training requirements, file storage & backup, the computational environment or software needed to manage, analyze or visualize research data, and contributions of non-project staff. Read more about the costs of RDM and how these can be addressed in advance: “What will it cost to manage and share my data?” by OpenAIRE. There is also an online data management costing tool available to help determine the costs and staffing requirements in your project proposal. ", "type"=>"guidance", "versionable_id"=>"c2c74cb7-7f7a-4011-84fc-9ef478f55426"}) +Template.create!({"id"=>3847, "title"=>"Alliance Template for Research in History and the Humanities", "description"=>"This model was developed for researchers in history and in the larger field of humanities. It was designed to take into account the fact that research projects in these disciplines still primarily use analog research data during the active phases of a project.
\nTwo versions of the model are proposed: guidance labelled “Phase 1” is for the documentation of DMP sections joined with a funding application. The headings documented in Phase 1 are primarily aimed at producing a DMP to support research data management (RDM) budgeting for the research project. Headings or guidance labelled “Phase 2” may be considered once funding has been secured. The entire DMP is an evolving management document since the content of certain headings will only become clearer once the project is well underway.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>1, "visibility"=>1, "customization_of"=>nil, "family_id"=>657828489, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>3894, "title"=>"Phase 1: Data Management Plan for Grant Application", "description"=>"“Phase 1” is for the documentation of DMP sections joined with a funding application. The headings documented in Phase 1 are primarily aimed at producing a DMP to support research data management (RDM) budgeting for the research project.
", "number"=>1, "template_id"=>3847, "modifiable"=>true, "versionable_id"=>"05204d86-fc3a-4e00-a791-4701dd5042db"}) +Section.create({"id"=>24597, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3894, "modifiable"=>true, "versionable_id"=>"2179662f-5a12-4f78-902d-aa655282061c"}) +Question.create({"id"=>75798, "text"=>"Describe each set of research materials using the table provided. Repeat as many times as necessary for each new set.| Data Source | \r\n(e.g. the Archives of Ontario) If the data will be produced as part of the project, indicate this. | \r\n
| Data Type | \r\n(e.g. images, recordings, manuscripts, word processing files) | \r\n
| Data Granularity | \r\n(e.g. individual item; dataset, collection, corpus) | \r\n
| Data Creation Methodology | \r\n(if the data are produced as part of the project) (e.g., surveys and qualitative interviews or focus groups) | \r\n
| Data Producer | \r\nExplain 1) who created the research data if it is not collected data, or 2) who created an additional analytical layer to existing research data. Example: In the second case, one could use a finding aid prepared by the archive or a catalog raisonné of another researcher. | \r\n
| Is it sensitive data? | \r\nArchival records are generally reviewed by an archivist for privacy concerns before being made available to researchers. In cases where the information will be collected directly by the principal researcher, you should avoid disclosing any information that could identify a living person such as ethnic origin, personal beliefs, personal orientation, health status, etc. without permission. For further guidance, see the Human Research Data Risk Matrix. | \r\n
| Analog or digital format of research data/material during the project | \r\n(e.g. print, magnetic tape, artefact, .txt, .csv, .jpeg, .nvpx, etc.) Find more information on file formats: UBC Library or UK Data Service. | \r\n
| Does the research data require long-term preservation? | \r\nResearch material that has heritage value or value to one or more research communities or to the public interest should provide for specific actions to ensure its long-term access. If so, explain here how long-term value is characterized. (The Preservation section provides an opportunity to reflect on all of the elements to be considered for this dataset, including in particular the preservation format). | \r\n
| Will the research data be shared? | \r\nIf not, please justify why no form of sharing is possible or desirable. Sharing research materials promotes knowledge development, collaborations and reduces duplication of research efforts. (The Sharing and Reuse section provides an opportunity to consider all of the considerations for this dataset, particularly the dissemination format). | \r\n
Elements to consider in contextualizing research data: methodologies, definitions of variables or analysis categories, specific classification systems, assumptions, code tree, analyses performed, terminological evolution of a concept, staff members who worked on the data and tasks performed, etc.
\r\nTo ensure a verifiable historical interpretation and the lowest possible bias in the possible reuse of the data, try to identify elements of implicit knowledge or that involve direct communication with the principal investigator.
", "type"=>"guidance", "versionable_id"=>"b6d5882d-e945-4022-b666-da4e4ae96a36"}) +Section.create({"id"=>24599, "title"=>"Storage and Backup", "description"=>nil, "number"=>3, "phase_id"=>3894, "modifiable"=>true, "versionable_id"=>"df7aa976-ac08-454b-861c-108d4cccf96e"}) +Question.create({"id"=>75802, "text"=>"Describe the storage conditions for your research data taking into account the following aspects:
\r\n| Master file and backup copies | \r\nFollow the 3-2-1 backup rule: keep 3 copies of files (master file + 2 copies), stored on 2 types of media (e.g. institutional server + external drive), and 1 copy kept in an off-site location. Each storage medium has advantages and disadvantages. If needed, consult a resource person or contact the DMP Coordinator at dmp-assistant@tech.alliancecan.ca. Find more information on storage and backup practices at UK Data Service. | \r\n
| Anticipated storage space | \r\n(e.g. 2 tablets; 15 files of ~70 MB =~ 1 GB multiplied in 3 copies) | \r\n
| Anticipated storage duration | \r\n(e.g. for the duration of the project; 5 years after the end of the project; long term = well beyond the end of the project) | \r\n
| Is the access to this research data restricted? | \r\nIf applicable, indicate what measures are being taken to manage this access (e.g. password protection, file encryption). | \r\n
| Who can access the data? | \r\nDescribe functional roles. To make sure your research data is transmitted in a secure manner or through servers governed by Canadian or provincial legislation, either contact your institution’s library or the DMP Coordinator at dmp-assistant@tech.alliancecan.ca. | \r\n
| Preservation reason | \r\n(e.g. heritage value; value for one or multiple research communities; public interest; policy requirement) | \r\n
| Preservation format | \r\nSee recommendations of the Library of Congress. Note that converting from one file format to another for preservation purposes may result in loss of information. This type of operation must be mentioned in the Documentation and Metadata section. | \r\n
Where will the research data be stored at the end of the research project?
", "default_value"=>nil, "number"=>2, "section_id"=>24600, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"89624f5d-deda-460e-8d03-4e1d1c610b29"}) +Annotation.create({"id"=>71799, "question_id"=>75805, "org_id"=>8, "text"=>"For long-term preservation, you may wish to consider CoreTrustSeal certified repositories found in this directory. However, as many repositories may be in the process of being certified and are not yet listed in this directory, reviewing the retention policy of a repository of interest will increase your options. For repositories without certification, you can evaluate their quality by comparing their policies to the standards of a certification. Read more on trusted data repositories at The University of Edinburgh and OpenAIRE.
\r\nTo increase the visibility of research data, opt for disciplinary repositories: search by discipline in re3data.org.
\r\nFor solutions governed by Canadian legislation, it is possible to browse by country of origin in re3data.org. In addition, Canada’s digital research infrastructure offers the Federated Research Data Repository (FRDR). Finally, it is quite possible that your institution has its own research data repository.
\r\nTo make sure the selected repository meets the requirements of your DMP, feel free to seek advice from a resource person or contact the DMP Coordinator at dmp-assistant@tech.alliancecan.ca.
", "type"=>"guidance", "versionable_id"=>"a4e2efd8-5d7e-4ca0-95d3-a2d4edc73756"}) +Question.create({"id"=>75806, "text"=>"What are the costs related to the choice of deposit location and data preparation?", "default_value"=>nil, "number"=>3, "section_id"=>24600, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"644d166a-6219-4016-a699-1e3b81b8f8ab"}) +Annotation.create({"id"=>71800, "question_id"=>75806, "org_id"=>8, "text"=>"Preparing research data for eventual preservation involves different tasks that may have costs that are budgeted for preferably in the funding application. This could require a cost model or simply the basic sections of the UK Data Service Costing Tool.
\r\nInclude this cost estimate in the Responsibilities and Resources section.
\r\nIf necessary, contact a resource person or the DMP Coordinator at dmp-assistant@tech.alliancecan.ca.
", "type"=>"guidance", "versionable_id"=>"51b4072d-6a2e-45b5-a9c3-7f0d23b26d43"}) +Section.create({"id"=>24601, "title"=>"Sharing and Reuse", "description"=>nil, "number"=>5, "phase_id"=>3894, "modifiable"=>true, "versionable_id"=>"26ba986d-5058-4cc1-846a-39550504497f"}) +Question.create({"id"=>75807, "text"=>"Describe each research dataset that will be shared with other researchers or a broader audience while taking into account the following considerations:
\r\n| Is it sensitive data? | \r\nIf so, explain if this limits access. Refer to the Ethics and Legal Compliance section if necessary. | \r\n
| Is the research data subject to intellectual property? | \r\nIf so, explain if this limits access. Refer to the Ethics and Legal Compliance section if necessary. | \r\n
| Sharing requirement | \r\nIt depends on whether an institutional policy or the granting agency requires some form of sharing of research materials. | \r\n
| Target audience | \r\n(e.g. history researchers, researchers from various disciplines, general public) | \r\n
Pour optimiser la diffusion du matériel de recherche, suivre le plus possible les principes FAIR. L’Australian Research Data Commons offre un outil d’évaluation du respect de ces principes qui est très facile d'utilisation (lien en anglais). Le Digital Curation Centre fournit un guide détaillé sur la citation des données (tant numériques que physiques; lien en anglais).
Pour rendre le matériel récupérable par d’autres outils et le citer dans les publications savantes, publication d’un article de données dans une revue en libre accès comme Research Data Journal for the Humanities and Social Sciences (lien en anglais).
Consulter au besoin une personne ressource ou contactez le Coordonnateur du PGD à dmp-assistant@tech.alliancecan.ca.
", "type"=>"guidance", "versionable_id"=>"8efb8326-d1ad-4018-9a9e-9649d9278599"}) +Section.create({"id"=>24602, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>6, "phase_id"=>3894, "modifiable"=>true, "versionable_id"=>"03023cd6-579c-43d6-a687-afc172e1ba76"}) +Question.create({"id"=>75809, "text"=>"For all research data management activities, consider who is responsible (individual or organization), based on what timeframe, whether staff training is required, and whether there are costs associated with these tasks.", "default_value"=>nil, "number"=>1, "section_id"=>24602, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"7166332d-39f3-424e-9871-8f135c9be104"}) +Annotation.create({"id"=>71803, "question_id"=>75809, "org_id"=>8, "text"=>"If the DMP is at the funding application stage, focus on cost-incurring activities in order to budget as accurately as possible research data management in the funding application.
\r\nActivities that should be documented: drafting and updating the DMP; drafting document management procedures (naming rules, backup copies, etc.); monitoring document management procedure implementation; conducting the quality assurance process; designing and updating the succession plan; drafting the documentation; assessing the retention period; assessing data management costs; managing sensitive data; managing licences and intellectual property; choosing the final data repository location; and preparing research data for the final repository.
", "type"=>"guidance", "versionable_id"=>"45bef002-dbcb-4629-8492-7cbf55e153aa"}) +Question.create({"id"=>75810, "text"=>"What is an overall cost estimate for the management of research materials?", "default_value"=>nil, "number"=>2, "section_id"=>24602, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"e000d526-7a1c-4af1-8926-0b207454eea6"}) +Annotation.create({"id"=>71804, "question_id"=>75810, "org_id"=>8, "text"=>"Taking into account all the aspects in the previous sections, estimate the overall cost of implementing the data management plan. Consider both the management activities required during the active phase of the project and the preservation phase. Some of these costs may be covered by funding agencies.", "type"=>"guidance", "versionable_id"=>"dc82a326-c36f-412e-8094-cfdc36d5c68d"}) +Section.create({"id"=>24603, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>7, "phase_id"=>3894, "modifiable"=>true, "versionable_id"=>"42ea8d29-70f6-423e-a0bf-49b2d00657f2"}) +Question.create({"id"=>75811, "text"=>"For each research dataset reported as containing sensitive data, identify the security issues that need to be considered to protect the privacy and confidentiality within your team.
", "default_value"=>nil, "number"=>1, "section_id"=>24603, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"48d0cd6c-61ef-4232-8243-d82a737bd6c3"}) +Annotation.create({"id"=>71805, "question_id"=>75811, "org_id"=>8, "text"=>"If applicable, retrieve written consent from an institution's ethics approval process. If the research involves human participants, verify that the content of the various sections of this DMP is consistent with the consent form signed by the participants.
\r\nDescribes anticipated data sharing issues within the team, their causes, and possible measures to mitigate them. Read more about data security at UK Data Service.
", "type"=>"guidance", "versionable_id"=>"dd04067b-b5fd-4365-a257-15a093e87c0b"}) +Question.create({"id"=>75812, "text"=>"If research data sharing is desired and possible, what difficulties do you anticipate in dealing with the secondary use of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>24603, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"982a01ea-78d1-4cf2-8f75-5a4ea9088a7d"}) +Annotation.create({"id"=>71806, "question_id"=>75812, "org_id"=>8, "text"=>"If applicable, pay close attention to the appropriateness of the content in the Sharing and Reuse section with the consent forms signed by participants. Anonymizing data can reassure participants while supporting the development of a data sharing culture. Learn more about anonymization: UBC Library, UK Data Service, or Réseau Portage.
\r\nAlso make sure that metadata does not disclose sensitive data.
\r\nExplain how access requests to research data containing sensitive data will be managed. What are the access conditions? Who will monitor these requests? What explanations should be provided to applicants?
", "type"=>"guidance", "versionable_id"=>"a2c63667-170e-4578-a6ac-3c1dfa503601"}) +Question.create({"id"=>75813, "text"=>"Are there legal and intellectual property issues that will limit the opening of data?", "default_value"=>nil, "number"=>3, "section_id"=>24603, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"34e3d2fc-47c8-494b-ae44-8b6566db6411"}) +Annotation.create({"id"=>71807, "question_id"=>75813, "org_id"=>8, "text"=>"Describe the allocation of copyrights between members of the research team and external copyright holders (include libraries, archives and museums). Verify that the licenses to use the research materials identified in the Sharing and Reuse section are consistent with the description in this section.
\r\nIf commercial activities are involved in your research project, there are legal aspects to consider regarding the protection of private information. Compliance with privacy laws and intellectual property legislation may impose data access restrictions. This issue can be discussed with a resource person.
", "type"=>"guidance", "versionable_id"=>"d44d3454-0269-4e3d-a71d-6db2f7dcffbd"}) +Phase.create({"id"=>3895, "title"=>"Phase 2: Data Management Plan for Project Development", "description"=>"“Phase 2” may be considered once funding has been secured. The entire DMP is an evolving management document since the content of certain headings will only become clearer once the project is well underway.
", "number"=>2, "template_id"=>3847, "modifiable"=>true, "versionable_id"=>"fce2cc8c-03bb-42b7-8e0e-471fb3d71a8e"}) +Section.create({"id"=>24604, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3895, "modifiable"=>true, "versionable_id"=>"32bb0bb8-9d29-451c-b5e9-b3c072321bea"}) +Question.create({"id"=>75814, "text"=>"Describe each set of research materials using the table provided. Repeat as many times as necessary for each new set.| Data Source | \r\n(e.g. the Archives of Ontario) If the data will be produced as part of the project, indicate this. | \r\n
| Data Type | \r\n(e.g. images, recordings, manuscripts, word processing files) | \r\n
| Data Granularity | \r\n(e.g. individual item; dataset, collection, corpus) | \r\n
| Data Creation Methodology | \r\n(if the data are produced as part of the project) (e.g., surveys and qualitative interviews or focus groups) | \r\n
| Data Producer | \r\nExplain 1) who created the research data if it is not collected data, or 2) who created an additional analytical layer to existing research data. Example: In the second case, one could use a finding aid prepared by the archive or a catalog raisonné of another researcher. | \r\n
| Is it sensitive data? | \r\nArchival records are generally reviewed by an archivist for privacy reasons before being made available to researchers. In cases where the information will be collected directly by the principal researcher, you should avoid disclosing any information that could identify a living person such as ethnic origin, personal beliefs, personal orientation, health status, etc. without permission. For further guidance, see the Human Research Data Risk Matrix. | \r\n
| Analog or digital format of research data/material during the project | \r\n(e.g. print, magnetic tape, artefact, .txt, .csv, .jpeg, .nvpx, etc.) Find more information on file formats: UBC Library or UK Data Service. | \r\n
| Does the research data require long-term preservation? | \r\nResearch material that has heritage value or value to one or more research communities or to the public interest should provide for specific actions to ensure its long-term access. If so, explain here how long-term value is characterized. (The Preservation section provides an opportunity to reflect on all of the elements to be considered for this dataset, including in particular the preservation format). | \r\n
| Will the research data be shared? | \r\nIf not, please justify why no form of sharing is possible or desirable. Sharing research materials promotes knowledge development, collaborations and reduces duplication of research efforts. (The Sharing and Reuse section provides an opportunity to consider all of the considerations for this dataset, particularly the dissemination format). | \r\n
| Will the dataset require updates? | \r\nIf so, make sure to properly and timely document this process in the Documentation and Metadata section. | \r\n
Naming conventions should be developed. Provide the description of your naming and versioning procedure in this plan or provide reference to documents containing it. Read more about file naming and version control at UK Data Service.
", "type"=>"guidance", "versionable_id"=>"87da019f-ed1d-4f12-9dfb-1f07e1c56fb6"}) +Question.create({"id"=>75817, "text"=>"Describe the quality assurance process in place to ensure data quality and completeness during data operations (observation, recording, processing, analysis).", "default_value"=>nil, "number"=>4, "section_id"=>24604, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"44ec04e5-8503-4ebd-9aad-797cadfa1d52"}) +Annotation.create({"id"=>71810, "question_id"=>75817, "org_id"=>8, "text"=>"e.g. field notebook, information log, committee implementation, tools such as OpenRefine or QAMyData; consistency with standards. ", "type"=>"example_answer", "versionable_id"=>"1d4f00dc-4219-4fd8-a312-2b3b67e9d04c"}) +Section.create({"id"=>24605, "title"=>"Documentation and Metadata", "description"=>nil, "number"=>2, "phase_id"=>3895, "modifiable"=>true, "versionable_id"=>"9cf3c43d-1af5-4d67-905c-946387159a59"}) +Question.create({"id"=>75818, "text"=>"What documentation is required to correctly read and interpret the research data?", "default_value"=>nil, "number"=>1, "section_id"=>24605, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"5019ca1f-7cad-4b2c-ab5c-b6f35fcfe2e3"}) +Annotation.create({"id"=>71811, "question_id"=>75818, "org_id"=>8, "text"=>"Elements to consider in contextualizing research data: methodologies, definitions of variables or analysis categories, specific classification systems, assumptions, code tree, analyses performed, terminological evolution of a concept, staff members who worked on the data and tasks performed, etc.
\r\nTo ensure a verifiable historical interpretation and the lowest possible bias in the possible reuse of the data, try to identify elements of implicit knowledge or that involve direct communication with the principal investigator.
", "type"=>"guidance", "versionable_id"=>"e2576a0a-c4b5-4eae-82a2-bf1f30184bec"}) +Question.create({"id"=>75819, "text"=>"What documentation strategy will enable you to regularly document the research data throughout the project?", "default_value"=>nil, "number"=>2, "section_id"=>24605, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"18ec00e9-9675-4e91-9ae8-10d2267b4416"}) +Annotation.create({"id"=>71812, "question_id"=>75819, "org_id"=>8, "text"=>"You may want to systematically include a documentation section in project progress reports or link quality assurance activities to the documentation. It is good practice to ensure that data management is included in the tasks of designated individuals.", "type"=>"guidance", "versionable_id"=>"d9b2fc06-4f11-4643-b422-c683c24d9aae"}) +Question.create({"id"=>75820, "text"=>"If applicable, indicate the metadata schema and tools used to document research data.", "default_value"=>nil, "number"=>3, "section_id"=>24605, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"28ab8e97-cbab-4ade-842a-829ba0b4b2c5"}) +Annotation.create({"id"=>71813, "question_id"=>75820, "org_id"=>8, "text"=>"A metadata schema is very useful to systematize the description of research material while making it readable by computers, thus contributing to a better dissemination of this material (e.g.: see Réseau Info-Musée [link in French] or Cataloging Cultural Objects). However, their use may result in a loss of information on provenance or contextualization, so ensure that this documentation is present elsewhere.
\r\nResource for exploring and identifying metadata schemas that may be helpful: RDA Metadata Directory.
\r\nResources for exploring controlled vocabularies: CIDOC/ICOM Conceptual Reference Model, Linked Open Vocabularies. If needed, contact a DMP resource person at your institution.
", "type"=>"guidance", "versionable_id"=>"722ffbcf-2d67-4e51-a217-3e7ff3d39661"}) +Section.create({"id"=>24606, "title"=>"Storage and Backup", "description"=>nil, "number"=>3, "phase_id"=>3895, "modifiable"=>true, "versionable_id"=>"b4af9111-eb1c-4225-ab47-f847a78e96b9"}) +Question.create({"id"=>75821, "text"=>"Describe the storage conditions for your research data taking into account the following aspects:
\r\n| Master file and backup copies | \r\nFollow the 3-2-1 backup rule: keep 3 copies of files (master file + 2 copies), stored on 2 types of media (e.g. institutional server + external drive), and 1 copy kept in an off-site location. Each storage medium has advantages and disadvantages. If needed, consult a resource person or contact the DMP Coordinator at dmp-assistant@tech.alliancecan.ca. Find more information on storage and backup practices at UK Data Service. | \r\n
| Anticipated storage space | \r\n(e.g. 2 tablets; 15 files of ~70 MB =~ 1 GB multiplied in 3 copies) | \r\n
| Anticipated storage duration | \r\n(e.g. for the duration of the project; 5 years after the end of the project; long term = well beyond the end of the project) | \r\n
| Is the access to this research data restricted? | \r\nIf applicable, indicate what measures are being taken to manage this access (e.g. password protection, file encryption). | \r\n
| Who can access the data? | \r\nDescribe functional roles. To make sure your research data is transmitted in a secure manner or through servers governed by Canadian or provincial legislation, either contact your institution’s library or the DMP Coordinator at dmp-assistant@tech.alliancecan.ca. | \r\n
| Preservation reason | \r\n(e.g. heritage value; value for one or multiple research communities; public interest; policy requirement) | \r\n
| Preservation format | \r\nSee recommendations of the Library of Congress. Note that converting from one file format to another for preservation purposes may result in loss of information. This type of operation must be mentioned in the Documentation and Metadata section. | \r\n
Where will the research data be stored at the end of the research project?
", "default_value"=>nil, "number"=>2, "section_id"=>24607, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"5761caf8-33c5-48cc-9ea2-183a9b144265"}) +Annotation.create({"id"=>71815, "question_id"=>75824, "org_id"=>8, "text"=>"For long-term preservation, you may wish to consider CoreTrustSeal certified repositories found in this directory. However, as many repositories may be in the process of being certified and are not yet listed in this directory, reviewing the retention policy of a repository of interest will increase your options. For repositories without certification, you can evaluate their quality by comparing their policies to the standards of a certification. Read more on trusted data repositories at The University of Edinburgh and OpenAIRE.
\r\nTo increase the visibility of research data, opt for disciplinary repositories: search by discipline in re3data.org.
\r\nFor solutions governed by Canadian legislation, it is possible to browse by country of origin in re3data.org. In addition, Canada’s digital research infrastructure offers the Federated Research Data Repository (FRDR). Finally, it is quite possible that your institution has its own research data repository.
\r\nTo make sure the selected repository meets the requirements of your DMP, feel free to seek advice from a resource person or contact the DMP Coordinator at dmp-assistant@tech.alliancecan.ca.
", "type"=>"guidance", "versionable_id"=>"61b3c8ed-3479-4195-bef6-26b06f9ba0d3"}) +Question.create({"id"=>75825, "text"=>"Des coûts sont-ils associés au choix du lieu de dépôt et à la préparation des données?", "default_value"=>nil, "number"=>3, "section_id"=>24607, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"ad8ea15c-7cca-4b6a-b696-4e7ac6539b84"}) +Annotation.create({"id"=>71816, "question_id"=>75825, "org_id"=>8, "text"=>"La préparation du matériel de recherche pour son éventuelle conservation implique une variété de tâches pouvant présenter des coûts qu’il est préférable de budgétiser dans la demande de financement. À cette fin, un modèle de coûts peut-être utile ou simplement les rubriques de base du UK Data Service Costing Tool (liens en anglais).
\r\nIntégrer cette estimation de coût dans la section Responsabilités et ressources.
\r\nConsulter au besoin une personne ressource ou contactez le Coordonnateur du PGD à dmp-assistant@tech.alliancecan.ca.
", "type"=>"guidance", "versionable_id"=>"ebee1e4e-5742-45e8-86bf-4b52341a9963"}) +Section.create({"id"=>24608, "title"=>"Sharing and Reuse", "description"=>nil, "number"=>5, "phase_id"=>3895, "modifiable"=>true, "versionable_id"=>"e6e87ef9-bcb3-48a3-a6d2-a3790d48be78"}) +Question.create({"id"=>75826, "text"=>"Describe each research dataset that will be shared with other researchers or a broader audience while taking into account the following considerations:
\r\n| Is it sensitive data? | \r\nIf so, explain if this limits access. Refer to the Ethics and Legal Compliance section if necessary. | \r\n
| Is the research data subject to intellectual property? | \r\nIf so, explain if this limits access. Refer to the Ethics and Legal Compliance section if necessary. | \r\n
| Sharing requirement | \r\nIt depends on whether an institutional policy or the granting agency requires some form of sharing of research materials. | \r\n
| Target audience | \r\n(e.g. history researchers, researchers from various disciplines, general public) | \r\n
| Data processing level | \r\nDescribe in what format the data is shared, i.e. raw, processed, analyzed, or final, or whether only metadata can be shared. These processing level options are not mutually exclusive. \r\n
| \r\n
| User licence | \r\nThe holder of the research data intellectual property should grant a licence that clarifies how the research data may be used. The most commonly used licences are Creative Commons licences and Open Data Commons licences. Please note that once a licence is granted, even if it is subsequently changed, the use of data obtained under the former licence cannot be prevented. | \r\n
| Required software | \r\nIf applicable, indicate the name and version of the software required to access research data. | \r\n
To optimize the dissemination of research material, follow the FAIR principles as much as possible. The Australian Research Data Commons offers an easy-to-use tool for assessing compliance with these principles. The Digital Curation Centre provides a detailed guide to data citation (both digital and physical).
\r\nTo make the material retrievable by other tools and to cite it in scholarly publications, publish a data article in an open access journal such as the Research Data Journal for the Humanities and Social Sciences.
\r\nIf necessary, contact a resource person or the DMP Coordinator at dmp-assistant@tech.alliancecan.ca.
", "type"=>"guidance", "versionable_id"=>"4ce570ef-7b88-4f06-a61b-c716e6851bc0"}) +Section.create({"id"=>24609, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>6, "phase_id"=>3895, "modifiable"=>true, "versionable_id"=>"72d30063-58ba-4d95-b6c6-edcccabe1c79"}) +Question.create({"id"=>75828, "text"=>"For all research data management activities, consider who is responsible (individual or organization), based on what timeframe, whether staff training is required, and whether there are costs associated with these tasks.", "default_value"=>nil, "number"=>1, "section_id"=>24609, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"8926cd4f-47ce-459d-921d-7c996e8040c3"}) +Annotation.create({"id"=>71819, "question_id"=>75828, "org_id"=>8, "text"=>"Activities that should be documented: drafting and updating the DMP; drafting document management procedures (naming rules, backup copies, etc.); monitoring document management procedure implementation; conducting the quality assurance process; designing and updating the succession plan; drafting the documentation; assessing the retention period; assessing data management costs; managing sensitive data; managing licences and intellectual property; choosing the final data repository location; and preparing research data for the final repository.
", "type"=>"guidance", "versionable_id"=>"00db0119-d41d-4692-8140-ce91b83a44b8"}) +Question.create({"id"=>75829, "text"=>"Describe your succession plan to deal with significant disruptions.", "default_value"=>nil, "number"=>2, "section_id"=>24609, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"38397470-8029-47e5-8db2-ebed561ee8f1"}) +Annotation.create({"id"=>71820, "question_id"=>75829, "org_id"=>8, "text"=>"Describe the process to be followed, the actions to be taken, and the avenues to be considered to ensure ongoing data management if significant changes occur. Here are possible events to consider: a principal investigator is replaced, a person designated in the assignment table changes, a student who has finished their project related to research data in this DMP leaves.", "type"=>"guidance", "versionable_id"=>"5f421626-03d8-427e-82f2-c22273e0eecf"}) +Question.create({"id"=>75830, "text"=>"What is an overall cost estimate for the management of research materials?", "default_value"=>nil, "number"=>3, "section_id"=>24609, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"b3126d9a-6fba-4db3-92d0-12789b7d23f0"}) +Annotation.create({"id"=>71821, "question_id"=>75830, "org_id"=>8, "text"=>"Taking into account all the aspects in the previous sections, estimate the overall cost of implementing the data management plan. Consider both the management activities required during the active phase of the project and the preservation phase. Some of these costs may be covered by funding agencies.", "type"=>"guidance", "versionable_id"=>"7bb68fa7-7b1f-4110-b6e5-f9d4dcce6a99"}) +Section.create({"id"=>24610, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>7, "phase_id"=>3895, "modifiable"=>true, "versionable_id"=>"626bb916-6ad3-485b-a94c-dc985540c10d"}) +Question.create({"id"=>75831, "text"=>"For each research dataset reported as containing sensitive data (see Research Data Collection section), explain how this data will be safely managed to protect the privacy and confidentiality within your team.
", "default_value"=>nil, "number"=>1, "section_id"=>24610, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"71ca01b9-1c77-4edc-839c-8956f0c3f16d"}) +Annotation.create({"id"=>71822, "question_id"=>75831, "org_id"=>8, "text"=>"If applicable, retrieve written consent from an institution's ethics approval process. If the research involves human participants, verify that the content of the various sections of this DMP is consistent with the consent form signed by the participants.
\r\nDescribes anticipated data sharing issues within the team, their causes, and possible measures to mitigate them. Read more about data security at UK Data Service.
", "type"=>"guidance", "versionable_id"=>"d9c12fa1-61e0-4c63-b930-abb1ae28d579"}) +Question.create({"id"=>75832, "text"=>"If research data sharing is desired and possible, what strategies will you implement to address the secondary use of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>24610, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"e3d606e8-113f-4e84-ab93-64411b82415a"}) +Annotation.create({"id"=>71823, "question_id"=>75832, "org_id"=>8, "text"=>"If applicable, pay close attention to the appropriateness of the content in the Sharing and Reuse section with the consent forms signed by participants. Anonymizing data can reassure participants while supporting the development of a data sharing culture. Learn more about anonymization: UBC Library, UK Data Service, or the Portage Network.
\r\nAlso make sure that metadata does not disclose sensitive data.
\r\nExplain how access requests to research data containing sensitive data will be managed. What are the access conditions? Who will monitor these requests? What explanations should be provided to applicants?
", "type"=>"guidance", "versionable_id"=>"56d5978b-98ca-4f16-8b42-2f2569e8dc59"}) +Question.create({"id"=>75833, "text"=>"Are there legal and intellectual property issues that will limit the opening of data?", "default_value"=>nil, "number"=>3, "section_id"=>24610, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"3d1ba59a-37ed-4dfb-b5cc-5750f3d0583b"}) +Annotation.create({"id"=>71824, "question_id"=>75833, "org_id"=>8, "text"=>"Describe the allocation of copyrights between members of the research team and external copyright holders (include libraries, archives and museums). Verify that the licenses to use the research materials identified in the Sharing and Reuse section are consistent with the description in this section.
\r\nIf commercial activities are involved in your research project, there are legal aspects to consider regarding the protection of private information. Compliance with privacy laws and intellectual property legislation may impose data access restrictions. This issue can be discussed with a resource person.
", "type"=>"guidance", "versionable_id"=>"ff1c47e5-ec6e-413c-bd9c-b4ef92b64ad0"}) +Template.create!({"id"=>3957, "title"=>"Alliance Template for Water Quality Research", "description"=>"This template provides guidance to researchers who are collecting or generating water quality data. Highly Qualified Personnel (HQP) and students are encouraged to consult with their advisors or principal investigators while completing this template.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>2, "visibility"=>1, "customization_of"=>nil, "family_id"=>749158652, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>4024, "title"=>"Alliance Template for Water Quality Research", "description"=>"This template provides guidance to researchers who are collecting or generating water quality data. Highly Qualified Personnel (HQP) and students are encouraged to consult with their advisors or principal investigators while completing this template.
", "number"=>1, "template_id"=>3957, "modifiable"=>true, "versionable_id"=>"cfd0d847-711a-44cf-8ee8-ac444142777d"}) +Section.create({"id"=>25276, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>4024, "modifiable"=>true, "versionable_id"=>"15e93d45-fc9f-4e85-a2c9-da7751a9781d"}) +Question.create({"id"=>77728, "text"=>"Why are you collecting or generating your data?", "default_value"=>nil, "number"=>1, "section_id"=>25276, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"67eed90a-668b-4bca-ab18-58f957cee32c"}) +Annotation.create({"id"=>73915, "question_id"=>77728, "org_id"=>8, "text"=>"Describe the purpose or goal of this project. Is the data collection for a specific study or part of a long-term collection effort? What is the relationship between the data you are collecting and any existing data? Note existing data structure and procedures if building on previous work.", "type"=>"guidance", "versionable_id"=>"be721245-2846-4178-b766-861e5c850b5b"}) +Question.create({"id"=>77729, "text"=>"What types of data will you collect, create, link to, acquire and/or record? Please be specific, including:", "default_value"=>nil, "number"=>2, "section_id"=>25276, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"3202cea2-c97b-486b-83a2-4e0d6333e3dc"}) +Annotation.create({"id"=>73916, "question_id"=>77729, "org_id"=>8, "text"=>"Types of data you may create or capture could include: geospatial layers (shapefiles; may include observations, models, remote sensing, etc.); tabular observational data; field, laboratory, or experimental data; numerical model input data and outputs from numerical models; images; photographs; video.", "type"=>"example_answer", "versionable_id"=>"33df6e31-d265-407e-abd3-eee758360891"}) +Annotation.create({"id"=>73917, "question_id"=>77729, "org_id"=>8, "text"=>"Please also describe the tools and methods that you will use to collect or generate the data. Outline the procedures that must be followed when using these tools to ensure consistent data collection or generation. If possible, include any sampling procedures or modelling techniques you will use to collect or generate your data.
", "type"=>"guidance", "versionable_id"=>"63e9565a-f7f5-4744-92be-bcb6fd752ef9"}) +Question.create({"id"=>77730, "text"=>"Where are you collecting or generating your data (i.e., study area)? Include as appropriate the spatial boundaries, water source type and watershed name.
", "default_value"=>nil, "number"=>3, "section_id"=>25276, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"0ae45d15-9459-482c-bdb5-3fcc91bd5efc"}) +Annotation.create({"id"=>73918, "question_id"=>77730, "org_id"=>8, "text"=>"Try to use pre-existing collection standards, such as the CCME’s Protocols for Water Quality Sampling in Canada, whenever possible.
\r\nIf you will set up monitoring station(s) to continuously collect or sample water quality data, please review resources such as the World Meteorological Organization’s technical report on Water Quality Monitoring and CCME’s Protocols for Water Quality Guidelines in Canada.
", "type"=>"guidance", "versionable_id"=>"2272baa6-458f-469e-886c-b9b785d0f0d4"}) +Question.create({"id"=>77731, "text"=>"Are you using third party data? If so, describe the source of the data including the owner, database or repository DOIs or accession numbers.", "default_value"=>nil, "number"=>4, "section_id"=>25276, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"fb845b73-ae02-4d18-9c92-df383dde46bd"}) +Annotation.create({"id"=>73919, "question_id"=>77731, "org_id"=>8, "text"=>"Include full references or links to the data when possible. Identify any license or use restrictions and ensure that you understand the policies for permitted use, redistribution and derived products.", "type"=>"guidance", "versionable_id"=>"a5495f08-461c-4af9-998d-f95ec2fbf281"}) +Section.create({"id"=>25277, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>2, "phase_id"=>4024, "modifiable"=>true, "versionable_id"=>"0c571421-5307-4fa9-bb80-eabb35d343f4"}) +Question.create({"id"=>77732, "text"=>"Does your project include sensitive data?", "default_value"=>nil, "number"=>1, "section_id"=>25277, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"a2a9fa25-176b-4d44-a3c8-152e18b3ccf6"}) +Annotation.create({"id"=>73920, "question_id"=>77732, "org_id"=>8, "text"=>"Sensitive data is data that carries some risk with its collection. Examples of sensitive data include:
\r\nMethods used to share data will be dependent on the type, size, complexity and degree of sensitivity of data. Outline any problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others.
\r\nDecisions should align with Research Ethics Board requirements. If you are collecting water quality data from Indigenous communities, please also review resources such as the Tri-Council Policy Statement (TCPS2) - Chapter 9: Research Involving the First Nations, Inuit and Métis Peoples of Canada, the First Nations Principles of OCAP, the CARE Principles of Indigenous Data Governance, the National Inuit Strategy on Research, and Negotiating Research Relationships with Inuit Communities as appropriate.
\r\nRestrictions can be imposed by limiting physical access to storage devices, placing data on computers with no access to the Internet, through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox. Read more about data security here: UK Data Service. ", "type"=>"guidance", "versionable_id"=>"8bd94c7f-21de-4184-b266-af91563a45aa"}) +Question.create({"id"=>77734, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>3, "section_id"=>25277, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"c9369fc0-bbee-4892-a1c2-e6a82db29cf8"}) +Annotation.create({"id"=>73922, "question_id"=>77734, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and for how long it should be archived. If you must restrict some data from sharing, consider making the metadata (information about the dataset) available in a public metadata catalogue.
\r\nObtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of your data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources. It is important to consider how the data you are collecting may contribute to future research prior to obtaining research ethics approval since consent will dictate how the data can be used in the immediate study and in perpetuity.
", "type"=>"guidance", "versionable_id"=>"ab0ed679-5fff-472a-af52-324a8d76fac1"}) +Question.create({"id"=>77735, "text"=>"How will you manage other legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>4, "section_id"=>25277, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"82596e39-4cc6-46aa-8dcc-a075f224ca1f"}) +Annotation.create({"id"=>73923, "question_id"=>77735, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are also central to the research process.
\r\nDescribe ownership, licensing, and any intellectual property rights associated with the data. Check your institution's policies for additional guidance in these areas. The University of Waterloo has a good example of an institutional policy on Intellectual Property Rights.
\r\nTerms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"262b3f56-cfb7-4f90-af00-5d573d10b655"}) +Section.create({"id"=>25278, "title"=>"File Management", "description"=>nil, "number"=>3, "phase_id"=>4024, "modifiable"=>true, "versionable_id"=>"2c30a63a-1c2f-4272-aa1d-11847a4c9739"}) +Question.create({"id"=>77736, "text"=>"What file formats will your data be in? Will these formats allow for data re-use, sharing and long-term access to the data? If not, how will you convert these into interoperable formats?", "default_value"=>nil, "number"=>1, "section_id"=>25278, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"af28a425-2068-4230-8af6-d6014601928e"}) +Annotation.create({"id"=>73924, "question_id"=>77736, "org_id"=>8, "text"=>"Data should be collected and stored using machine readable, non-proprietary formats, such as .csv, .json, or .tiff. Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or instrument analysis methods. If a proprietary format must be used, can it be converted to an open format or accessed using free and open source tools?What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?
", "default_value"=>nil, "number"=>2, "section_id"=>25278, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"60c43eee-c012-45f0-9193-065bba52330a"}) +Annotation.create({"id"=>73925, "question_id"=>77737, "org_id"=>8, "text"=>"File names should:
\r\nData Structure:
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"724d59ab-d887-406f-9491-d4028d3a645f"}) +Section.create({"id"=>25279, "title"=>"Documentation and Metadata", "description"=>nil, "number"=>4, "phase_id"=>4024, "modifiable"=>true, "versionable_id"=>"840ef947-99d8-42f7-bd29-2d36886cdd81"}) +Question.create({"id"=>77738, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>25279, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"e1d28f9a-2909-45c8-8e61-aa512f9dc073"}) +Annotation.create({"id"=>73926, "question_id"=>77738, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions and any other contextual information required to make the data usable by other researchers. Elements to document, as applicable, include: research methodology, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, and details of who has worked on the project and performed each task, etc.How will you describe samples collected?
", "default_value"=>nil, "number"=>2, "section_id"=>25279, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"7d973add-2f5f-4869-a46d-91b0bd7506cd"}) +Annotation.create({"id"=>73927, "question_id"=>77739, "org_id"=>8, "text"=>"Include descriptions of sampling procedures and hardware or software used for data collection, including make, model and version where applicable. Sample and replicate labels should have a consistent format (sample number, name, field site, date of collection, analysis requested and preservatives added, if applicable) and a corresponding document with descriptions of any codes or short forms used.
For examples and guidelines, see the CCME Protocols Manual for Water Quality Sampling in Canada (taxonomy example p. 11, general guidelines p. 32-33).
Consistency, relevance and cost-efficiency are key factors of sample collection and depend on the scope of the project. For practical considerations, see “4.3 Step 3. Optimizing Data Collection and Data Quality” in the CCME Guidance Manual for Optimizing Water Quality Monitoring Program Design.
How will you analyze and interpret the water quality data?
", "default_value"=>nil, "number"=>3, "section_id"=>25279, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"f2239dc5-45e2-4b8e-8eac-f4007daeff46"}) +Annotation.create({"id"=>73928, "question_id"=>77740, "org_id"=>8, "text"=>"It is important to have a standardized data analysis procedure and metadata detailing both the collection and analysis of the data. For guidance see “4.4 Step 4. Data Analysis, Interpretation and Evaluation” in the CCME Guidance Manual for Optimizing Water Quality Monitoring Program Design.
If you will collect or analyze data as part of a wider program, such as the Canadian Aquatic Biomonitoring Network, include links to the appropriate guidance documents.
What kind of Quality Assurance/Quality Control procedures are you planning to do?
", "default_value"=>nil, "number"=>4, "section_id"=>25279, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"6fb37f0d-2728-446f-bb7b-8265dc43ea4a"}) +Annotation.create({"id"=>73929, "question_id"=>77741, "org_id"=>8, "text"=>"Include documentation about what QA/QC procedures will be performed. For guidance see “1.3 QUALITY ASSURANCE/CONTROL IN SAMPLING” in the CCME Integrated guidance manual of sampling protocols for water quality monitoring in Canada or the Quality-Control Design for Surface-Water Sampling in the National Water-Quality Network from the USGS.
", "type"=>"guidance", "versionable_id"=>"e884ea5b-f3b7-4037-943a-bb922a3b035f"}) +Question.create({"id"=>77742, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>5, "section_id"=>25279, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"7b00c0b5-cb80-4df1-b2ed-70f98d79db2f"}) +Annotation.create({"id"=>73930, "question_id"=>77742, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Writing guidelines or instructions for the documentation process will enhance adoption and consistency among contributors. Often, resources you have already created can contribute to this (e.g., laboratory Standard Operating Procedures (SOPs), recommended textbooks, publications, websites, progress reports, etc.).List any metadata standard(s) and/or tools you will use to document and describe your data:
", "default_value"=>nil, "number"=>6, "section_id"=>25279, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"d01d2655-31d5-49a1-88a0-64caf9dd6529"}) +Annotation.create({"id"=>73931, "question_id"=>77743, "org_id"=>8, "text"=>"Metadata describes a dataset and provides vital information such as owner, description, keywords, etc. that allow data to be shared and discovered effectively. Researchers are encouraged to adopt commonly used and interoperable metadata schemas (general or domain-specific), which focus on the exchange of data via open spatial standards. Dataset documentation should be provided in a standard, machine readable, openly-accessible format to enable the effective exchange of information between users and systems.
", "type"=>"guidance", "versionable_id"=>"6740bdb4-ef76-4f1d-98fe-f37786af661e"}) +Annotation.create({"id"=>73932, "question_id"=>77743, "org_id"=>8, "text"=>"Water Quality metadata standards:
\r\nEcological metadata standards:
\r\nGeographic metadata standards:
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"example_answer", "versionable_id"=>"d2a93ca3-2303-49ec-842e-baf6d577e5a5"}) +Question.create({"id"=>77744, "text"=>"If the metadata standard will be modified, please explain how you will modify the standard to meet your needs.", "default_value"=>nil, "number"=>7, "section_id"=>25279, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"e85efaa9-5617-4edd-8c6d-85de20c2d03d"}) +Annotation.create({"id"=>73933, "question_id"=>77744, "org_id"=>8, "text"=>"Deviation from existing metadata standards should only occur when necessary. If this is the case, please document these deviations so that others can recreate your process.", "type"=>"guidance", "versionable_id"=>"884d4577-d7a3-40c4-9bab-e9d47c1eca1b"}) +Question.create({"id"=>77745, "text"=>"How will you make sure that metadata is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>8, "section_id"=>25279, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"b828b1b7-c349-4a2b-a550-beea4bc788e2"}) +Annotation.create({"id"=>73934, "question_id"=>77745, "org_id"=>8, "text"=>"Once a standard has been chosen, it is important that data collectors have the necessary tools to properly create or capture the metadata. Audits of collected metadata should occur at specific time intervals (e.g., bi-weekly) to ensure metadata is created properly and captured consistently throughout the project.How and where will your data be stored and backed up during your research project?
", "default_value"=>nil, "number"=>2, "section_id"=>25280, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"bd303b55-27c4-4f2c-9cb6-d91e96708b79"}) +Annotation.create({"id"=>73936, "question_id"=>77747, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule: Have at least three copies of your data; store the copies on two different media; keep one backup copy offsite. Data may be stored using optical or magnetic media, which can be removable (e.g., DVD and USB drives), fixed (e.g., desktop or laptop hard drives), or networked (e.g., networked drives or cloud-based servers such as Compute Canada). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
Raw data should be preserved and never altered. Some options for preserving raw data are storing on a read-only drive or archiving the raw, unprocessed data. The preservation of raw data should be included in the data collection process and backup procedures.
Examples of further information on storage and backup practices are available from the University of Toronto and the UK Data Service.
In general, data collected using public funds should be preserved for future discovery and reuse. As you develop your data sharing strategy you will want to consider the following:
", "number"=>7, "phase_id"=>4024, "modifiable"=>true, "versionable_id"=>"63b58dbe-0928-409d-973f-e865180ca465"}) +Question.create({"id"=>77752, "text"=>"Do you, your institution or collaborators have an existing data sharing strategy?", "default_value"=>nil, "number"=>1, "section_id"=>25282, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"0f48263a-dd45-4c97-a1ad-a5a341bc9a99"}) +Annotation.create({"id"=>73941, "question_id"=>77752, "org_id"=>8, "text"=>"Use all or parts of existing strategies to meet your requirements.", "type"=>"guidance", "versionable_id"=>"cff070f3-8808-4cfe-94b0-2cefc7118354"}) +Question.create({"id"=>77753, "text"=>"Are there restrictions on sharing due to ethics or legal constraints?", "default_value"=>nil, "number"=>2, "section_id"=>25282, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"51d57e5a-f9a7-483d-854b-5e51c128d704"}) +Annotation.create({"id"=>73942, "question_id"=>77753, "org_id"=>8, "text"=>"In these instances, it is critical to assess whether data can or should be shared. It is necessary to comply with:
\r\nNote: If raw or identifiable data cannot be shared, is it possible to share aggregated data, or to de-identify your data, or coarsen location information for sharing? If data cannot be shared, consider publishing descriptive metadata (data about the data), documentation and contact information that will allow others to discover your work.
", "type"=>"guidance", "versionable_id"=>"0555c6e1-8182-4a14-8312-4d2420f991c8"}) +Question.create({"id"=>77754, "text"=>"What data will you be sharing and in what form? (e.g., raw, processed, analyzed, final).", "default_value"=>nil, "number"=>3, "section_id"=>25282, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"0a33b3d9-f0fe-4a9a-8448-622cc4737eb0"}) +Annotation.create({"id"=>73943, "question_id"=>77754, "org_id"=>8, "text"=>"Think about what data needs to be shared to meet institutional or funding requirements, and what data may be restricted because of confidentiality, privacy, or intellectual property considerations.
\r\nDomain-specific repositories for water quality data include:
\r\nGeneral Repositories:
\r\nOther resources:
\r\nPossibilities include: data registries, repositories, indexes, word-of-mouth, publications. How will the data be accessed (Web service, ftp, etc.)? One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications. The Digital Curation Centre provides a detailed guide on data citation. Some repositories also create links from datasets to their associated papers, increasing the visibility of the publications. Read more at the National Institutes of Health’s Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support.
\r\nContact librarians at your institution for assistance in making your dataset visible and easily accessible, or reach out to the Portage DMP Coordinator at dmp-assistant@tech.alliancecan.ca. ", "type"=>"guidance", "versionable_id"=>"19ff75d4-cec0-4862-885c-4d0e7025584b"}) +Template.create!({"id"=>3508, "title"=>"Alliance CRDCN Template for Accessing Data from Research Data Centres", "description"=>"The Canadian Research Data Centre Network (CRDCN) template summarizes the data management that is conducted by Statistics Canada and the CRDCN on behalf of researchers. While there are some advantages to working inside the RDC for data management, there is also a substantial drawback: RDC data can never be deposited in a repository in accordance with the recommended best practices for research data management. Because of this, researchers should be mindful of other options to engage in best practices. In addition to ensuring that the RDC project folder is well documented, and consistent with the research output, researchers should curate a supporting data deposit at a recognized repository in their discipline or within the Federated Research Data Repository (FRDR) containing metadata, syntax (code that produces a statistical output), and any other supporting material for the research project.
\nThis template is for researchers who are doing RDC work using Statistics Canada data available in the RDC only (i.e. there is no supplemental data, public use statistics, or any other information that complements the RDC work). If your work is being conducted in the RDC in concert with other data that you either intend to bring into the RDC or work on outside the RDC in parallel to your RDC work, then the RDC and External Analysis template should be completed.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>1, "visibility"=>1, "customization_of"=>nil, "family_id"=>1315485956, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>3486, "title"=>"CRDCN Template for Accessing Data from Research Data Centres", "description"=>"This template is for researchers who are doing RDC work using Statistics Canada data available in the RDC only (i.e. there is no supplemental data, public use statistics, or any other information that complements the RDC work). If your work is being conducted in the RDC in concert with other data that you either intend to bring into the RDC or work on outside the RDC in parallel to your RDC work, then the RDC and External Analysis template should be completed.
", "number"=>1, "template_id"=>3508, "modifiable"=>true, "versionable_id"=>"3d9e83e3-cfa8-463b-84a1-78bb0d7ba287"}) +Section.create({"id"=>22401, "title"=>"Data Collection", "description"=>"All research conducted in the Research Data Centres (hereafter RDC), using Statistics Canada data exclusively, is secondary in nature. There is no data collection involved in this project. These data are owned and maintained by Statistics Canada with storage and access provided by the Canadian Research Data Centres Network.
\r\nRaw data in the RDC are stored in multiple formats including but not limited to .SAS (SAS), .dta (STATA), and .shp (shapefiles) as appropriate. The availability of StatTransfer™ software within the RDCs and continued management by Statistics Canada will ensure that the data will be accessible indefinitely should the file formats currently in use become obsolete.
\r\nThe data provided by Statistics Canada are assigned unique identifiers which can be used to identify the data in any research output.
", "number"=>1, "phase_id"=>3486, "modifiable"=>true, "versionable_id"=>"30afda1c-6465-43c7-b6d2-5ce2614dd57e"}) +Question.create({"id"=>68954, "text"=>"Which RDC datasets will be used in the research?", "default_value"=>nil, "number"=>1, "section_id"=>22401, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"b6a61020-d71f-4dc5-804f-69b399c731ae"}) +Annotation.create({"id"=>64798, "question_id"=>68954, "org_id"=>8, "text"=>"The data source(s) for this project is/are the <<INSERT NAME OF SURVEYS/ADMINISTRATIVE RECORDS APPROVED>>. The current version(s) is/are: <<Record number>>.", "type"=>"example_answer", "versionable_id"=>"f91d8b3a-5396-450c-97c2-98d89d7ecec9"}) +Annotation.create({"id"=>64799, "question_id"=>68954, "org_id"=>8, "text"=>"The record number is available on Statistics Canada's website which can be accessed directly, or through our website: crdcn.org/data. E.g. Aboriginal People's Survey 2017 Record number:3250 https://www23.statcan.gc.ca/imdb/p2SV.pl?Function=getSurvey&SDDS=3250", "type"=>"guidance", "versionable_id"=>"ae0eaf61-4172-408a-916a-f893e10b89f4"}) +Section.create({"id"=>22402, "title"=>"Documentation and Metadata", "description"=>"Documentation provided by Statistics Canada in the RDC is available to any data-users. This documentation is freely available to those with approved projects, and contains information about the sample selection process, a copy of the questionnaire, and a codebook.
", "number"=>2, "phase_id"=>3486, "modifiable"=>true, "versionable_id"=>"0e450924-d1b2-4518-9d48-391c9b1bed71"}) +Question.create({"id"=>68955, "text"=>"What will you do to ensure that your research data contributions (syntax, output etc…) in your RDC project folder and (if applicable) your external analysis are properly documented, organized and accessible?", "default_value"=>nil, "number"=>1, "section_id"=>22402, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"7a6c4601-6c9b-4d9f-a77a-d7b9246c687c"}) +Annotation.create({"id"=>64800, "question_id"=>68955, "org_id"=>8, "text"=>"Syntax: Any code used by the researcher to transform the raw data into the research results. This most commonly includes, but is not limited to, .do (Stata) files, .sas (SAS) files, and .r (R) R code.
", "type"=>"guidance", "versionable_id"=>"786ea364-31bd-4160-a794-e81c1a02e14a"}) +Question.create({"id"=>68956, "text"=>"How will you make sure that the syntax archived in your project folder is created consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>22402, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"e39530d5-9ad5-4d35-87d3-6f7b7a003f85"}) +Question.create({"id"=>68957, "text"=>"Some metadata is available by contacting the RDC analyst. Is the metadata for the data to be used in your analysis available outside of the RDC? Please provide the information about the availability of the metadata for your project here.", "default_value"=>nil, "number"=>3, "section_id"=>22402, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"cb453d78-0b94-4008-9ed7-e80f7af374b2"}) +Annotation.create({"id"=>64801, "question_id"=>68957, "org_id"=>8, "text"=>"You can consult your analyst to learn more about the availability of metadata for your proposed dataset. In some cases, the codebooks contain confidential information (quantiles with small numbers of individuals identified etc.). and cannot be made available.", "type"=>"guidance", "versionable_id"=>"337cc82e-bc7f-4fe0-92ef-44cc61a0975c"}) +Section.create({"id"=>22403, "title"=>"Storage and Backup", "description"=>"Data storage is managed by the CRDCN in partnership with Statistics Canada on Servers located across the network. The current policy of the CRDCN is to store project data (syntax, releases, and anything else stored in the project folder) for ten years. Data are backed up on site and accessible through a highly secured network from any of the other RDC locations.
", "number"=>3, "phase_id"=>3486, "modifiable"=>true, "versionable_id"=>"5561e7cb-3805-45d5-a8a4-b29c4e82c03a"}) +Question.create({"id"=>68958, "text"=>"Please confirm you are using Statistics Canada data available in the RDC.
", "default_value"=>nil, "number"=>1, "section_id"=>22403, "question_format_id"=>3, "option_comment_display"=>false, "modifiable"=>true, "versionable_id"=>"14e94737-c708-4318-8c63-754e36e0b91c"}) +QuestionOption.create({"id"=>212, "question_id"=>68958, "text"=>"Yes", "number"=>1, "is_default"=>true, "versionable_id"=>"81734366-3316-4982-a9c2-1b040b1aceb0"}) +QuestionOption.create({"id"=>213, "question_id"=>68958, "text"=>"No", "number"=>2, "is_default"=>false, "versionable_id"=>"6bae1db5-30d4-40b2-b451-fcaccb011ae1"}) +Section.create({"id"=>22404, "title"=>"Preservation", "description"=>"The work conducted in the RDC for this project is kept based on the Contract ID provided by the RDC program which can be used by anyone on the project team to retrieve the code and supporting documents for a period of 10 years as described above in “Storage and Backup”. Raw data that is the property of Statistics Canada, i.e. RDC data are permanently stored by Statistics Canada, but can never be released to the researcher. Researchers can also preserve all user-generated RDC research data that meets the criteria for release through a vetting request via a repository such as FRDR (though it is again emphasized that the raw RDC data cannot be shared). Best practices for reproducible work require indefinite preservation of research data (so in the case of RDC research, this means metadata, syntax, methodology).
", "number"=>4, "phase_id"=>3486, "modifiable"=>true, "versionable_id"=>"75ff3601-8f80-4d0f-857c-fc25687f6764"}) +Question.create({"id"=>68959, "text"=>"Will you deposit your syntax and other research data in a repository to host your syntax files publicly? If so, please describe here:", "default_value"=>nil, "number"=>1, "section_id"=>22404, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"44d66491-10f1-490b-aafb-817e51f11762"}) +Question.create({"id"=>68960, "text"=>"Is there any other preservation that will be done as part of this research project? If so, please describe here.
", "default_value"=>nil, "number"=>2, "section_id"=>22404, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"9c3b255c-f24a-47b1-b440-ae2472dc7874"}) +Section.create({"id"=>22405, "title"=>"Sharing and Reuse", "description"=>"Because the Statistics Canada Microdata files are collected under assurances of confidentiality and are owned and controlled by Statistics Canada, they cannot be shared by any member of the research team.
\r\nAccess to the data in the RDCs is governed by the CRDCN's Access and Fee-for-service policy in English or French. The policy provides free access to university-based researchers who are network members and provides access to others on a cost-recovery basis.
\r\nThe CRDCN and Statistics Canada promote their data holdings through social media and their respective websites. In addition, CRDCN data are required to be cited in any and all publications with the Statistics Canada Record Number so that readers are able to find the data. In addition, all publications using RDC data should include the RDC contract ID so that potential users can find information on the original contract. This information is available on the CRDCN website (crdcn.org/publications).
", "number"=>5, "phase_id"=>3486, "modifiable"=>true, "versionable_id"=>"d016456a-5106-4f0d-ad94-dee7b42f8017"}) +Question.create({"id"=>68961, "text"=>"If you feel there are any additional sharing and reuse concerns related to your project please describe them here:", "default_value"=>nil, "number"=>1, "section_id"=>22405, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"216a2127-db44-45cc-b457-47de04cf4c8b"}) +Section.create({"id"=>22406, "title"=>"Responsibilities and Resources", "description"=>"The CRDCN and Statistics Canada will maintain the research data even if the researcher leaves their organization.
\r\nCRDCN enjoys the support of CIHR, SSHRC and CFI as well as receiving funds from the partner universities. There is no charge to the users of the RDCs for the data management conducted under the auspices of CRDCN and Statistics Canada as described within this DMP.
\r\nCRDCN does not employ consistency checking to ensure that the code provided alongside requests for research results to be released from the secure facility truly creates the output as requested. The responsibility for ensuring that the code and documents describing their use work as intended and are clear to other users who might access them lies with the researchers in the RDC. The CRDCN has a mechanism to ensure that the code is saved alongside all of the research output used to support the conclusions of any published works.
", "number"=>6, "phase_id"=>3486, "modifiable"=>true, "versionable_id"=>"094e7e5a-5a17-4cd4-9ee3-a83410cf9615"}) +Question.create({"id"=>68962, "text"=>"In addition to the data management employed by Statistics Canada, it is possible for researchers to have research output that does not contain confidential data, including tables, syntax and other information, released from the RDC where it could be curated in a repository of the researcher’s choosing as described in question 5. If you plan to do any supplemental storage or curation of your research data, please comment on where the responsibility for curation and maintenance of the archive resides.
\r\nWill any resources be required for this curation and maintenance? If so, please estimate the overall data management costs.
", "default_value"=>nil, "number"=>1, "section_id"=>22406, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"fcc2bc79-e43d-4ee8-a5a9-2399fd452186"}) +Annotation.create({"id"=>64802, "question_id"=>68962, "org_id"=>8, "text"=>"A tool provided by OpenAIRE can help researchers estimate the cost of research data management: https://www.openaire.eu/how-to-comply-to-h2020-mandates-rdm-costs.
", "type"=>"guidance", "versionable_id"=>"f480ab21-743f-443d-8ba9-41e8f313f3a0"}) +Section.create({"id"=>22407, "title"=>"Ethics and Legal Compliance", "description"=>"Any users of the RDC must be 'deemed employees' of Statistics Canada. To become a deemed employee, the Treasury Board mandates a security clearance process including a criminal background check, credit check and fingerprinting. Approval for access to data requires a peer-review process of a research proposal and an institutional review at Statistics Canada. In cases where a researcher’s scholarly work has been assessed through the tenure review process, they are considered peer-review pre-approved and only the institutional review is required.
\r\nOnce a researcher is granted access to the RDC they must take an Oath of Secrecy – promising never to disclose confidential data. Criminal penalties can apply under the Statistics Act for violations of this oath.
\r\nIntellectual property for work done within the RDC becomes property of Statistics Canada including code used to manipulate data. The collection and dissemination of, and access to, confidential microdata is conducted under the Statistics Act and complies with all legal requirements. The confidential microdata for this project cannot be shared, posted, or copied. Access to the data is available through the RDC program. More information on how to access data is available here in English or French.
\r\nIn general, research ethics clearance is not required for research conducted in the RDC. A statement from the CRDCN on the topic is available here in English or French.
", "number"=>7, "phase_id"=>3486, "modifiable"=>true, "versionable_id"=>"517137f4-c725-4c4b-8213-6bd3dc009364"}) +Question.create({"id"=>68963, "text"=>"If you feel there are any additional legal or ethical requirements for your project please describe them here.", "default_value"=>nil, "number"=>1, "section_id"=>22407, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"e8c3fcf7-621d-4889-a5d0-235553023f4f"}) +Template.create!({"id"=>3462, "title"=>"Alliance Template for Interdisciplinary Health Software/Technology Development", "description"=>"This template is designed for research projects where software or technology is being developed in an interdisciplinary health context. This template was created to represent the many stakeholders (e.g., patients, practitioners, developers, industry) involved in software or technology development, either as advisors or as participants being studied as a product of the research process. As a result, this template is separated into two sections; the first is focused solely on a management plan for the creation of software or technology, and the second on a data management plan designed to describe the methods in which data are gathered, analyzed, and shared from participants based on interventions or testing of the corresponding software or technology. In these studies, research participants can include either patients or practitioners, or both, depending on the software or technology’s intended use.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>1, "customization_of"=>nil, "family_id"=>694012005, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>3436, "title"=>"Software/Technology Management Plan", "description"=>"This section is focused solely on a management plan for the creation of software or technology.
", "number"=>1, "template_id"=>3462, "modifiable"=>true, "versionable_id"=>"0ef47415-b642-46c5-98c3-e4530c541b63"}) +Section.create({"id"=>22099, "title"=>"Software/Technology Development", "description"=>"Describe the components that will be required to develop the software/technology in question.
", "number"=>1, "phase_id"=>3436, "modifiable"=>true, "versionable_id"=>"5dd58053-bd81-48e7-b291-5959b5c322bc"}) +Question.create({"id"=>68031, "text"=>"What software/technology will be created in this study?", "default_value"=>nil, "number"=>1, "section_id"=>22099, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"c7bc1bc0-d935-4e68-99db-6189ed551107"}) +Annotation.create({"id"=>63768, "question_id"=>68031, "org_id"=>8, "text"=>"Describe the software/technology being developed for this study, including its intended purpose.", "type"=>"guidance", "versionable_id"=>"5e384201-b44c-4ad8-99f6-86a2e65e4d62"}) +Question.create({"id"=>68032, "text"=>"What software/technology development framework or model will be used, if any?", "default_value"=>nil, "number"=>2, "section_id"=>22099, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"44207462-b0a9-456e-aeaf-84aa4cca70a0"}) +Annotation.create({"id"=>63769, "question_id"=>68032, "org_id"=>8, "text"=>"Describe the underlying approach you will take to the development and testing of the software/technology. Examples may include existing frameworks like the systems development life cycle, or user-centred design framework. If you intend to develop your own approach, describe that approach here. ", "type"=>"guidance", "versionable_id"=>"f95f59d6-9ef7-4f63-9a9d-0a788de7f6c4"}) +Question.create({"id"=>68033, "text"=>"Will you utilize any existing code to develop this software/technology? ", "default_value"=>nil, "number"=>3, "section_id"=>22099, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"b0f0f301-c0f5-44ce-bd83-d4131b74483e"}) +Annotation.create({"id"=>63770, "question_id"=>68033, "org_id"=>8, "text"=>"If you are using open source or existing software/technology code to develop your own program, provide a citation of that software/technology if applicable. If a citation is unavailable, indicate the name of the software/technology, its purpose, and the software/technology license. ", "type"=>"guidance", "versionable_id"=>"2073309a-1643-412c-8b21-e4a75994d734"}) +Question.create({"id"=>68034, "text"=>"What test cases will you use to develop the software/technology?", "default_value"=>nil, "number"=>4, "section_id"=>22099, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"8de26916-50ba-429d-aee3-74382d7164c5"}) +Annotation.create({"id"=>63771, "question_id"=>68034, "org_id"=>8, "text"=>"Describe the methodology that will be used to run and test the software/technology during the study. This may include: beta testing measures, planned release dates, and maintenance of the software/technology.", "type"=>"guidance", "versionable_id"=>"3cd6065d-58b4-474c-a307-91ebb199e5ef"}) +Question.create({"id"=>68035, "text"=>"How will your software/technology and documentation adhere to disability and/or accessibility guidelines?", "default_value"=>nil, "number"=>5, "section_id"=>22099, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"83ecb242-76bb-4e22-9db2-587828d23348"}) +Annotation.create({"id"=>63772, "question_id"=>68035, "org_id"=>8, "text"=>"Describe the disability and accessibility guidelines you will follow to ensure your software/technology is adaptable and usable to persons with disabilities or accessibility issues. ", "type"=>"guidance", "versionable_id"=>"912899f7-443f-41b9-b901-b68bf633b5c2"}) +Question.create({"id"=>68036, "text"=>"What dependencies will be used in the development of this software/technology?", "default_value"=>nil, "number"=>6, "section_id"=>22099, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"1dbfc037-8cf9-4bf7-90dc-d4aa3bd15903"}) +Annotation.create({"id"=>63773, "question_id"=>68036, "org_id"=>8, "text"=>"Describe the requirements needed to support the software/technology used in the study. This may include: types of operating systems, type of server required, infrastructure necessary to run the program (e.g., SQL database), and the types of devices this software/technology can be used with (e.g., web, mobile).", "type"=>"guidance", "versionable_id"=>"cbfb4b98-ee4b-43a6-a37e-048871a91a23"}) +Section.create({"id"=>22100, "title"=>"Software/Technology Documentation", "description"=>"Provide an outline of the documentation and information that would be required for someone else to understand and reuse your software/technology.
", "number"=>2, "phase_id"=>3436, "modifiable"=>true, "versionable_id"=>"42e97cee-b8d0-40d1-bc5b-17869330dbe1"}) +Question.create({"id"=>68037, "text"=>"What information would be required for someone to understand and reuse your software/technology?", "default_value"=>nil, "number"=>1, "section_id"=>22100, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"2b86567a-e832-4f0b-9c44-0ebb45714b13"}) +Annotation.create({"id"=>63774, "question_id"=>68037, "org_id"=>8, "text"=>"Consider what information might be useful to accompany your software/technology if you were to share it with someone else. Examples may include documented code, user testing procedures, etc. This guide provides simple steps to improve the transparency of open software (Prlic & Proctor, 2012).", "type"=>"guidance", "versionable_id"=>"29cba74a-2df3-4ce0-881d-1ba3768dc8b5"}) +Question.create({"id"=>68038, "text"=>"What documentation will you develop to help others write and run tests on your software/technology?", "default_value"=>nil, "number"=>2, "section_id"=>22100, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"9240c47e-a0a0-4a64-b558-cc37624fe447"}) +Annotation.create({"id"=>63775, "question_id"=>68038, "org_id"=>8, "text"=>"Consider the software/technology development phase and indicate any instructions that will accompany the program. Examples might include test-first development procedures, user acceptance testing measures, etc.", "type"=>"guidance", "versionable_id"=>"42fd9929-7ad7-4b96-9f95-43a6420e4ac3"}) +Question.create({"id"=>68039, "text"=>"How will you track changes to code and dependencies?", "default_value"=>nil, "number"=>3, "section_id"=>22100, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"da3d0f75-e4fa-4f4b-9c38-98132d21194e"}) +Annotation.create({"id"=>63776, "question_id"=>68039, "org_id"=>8, "text"=>"Include information about any programs or steps you will use to track the changes made to program source code. Examples might include utilizing source control systems such as Git or Subversion to track changes and manage library dependencies.", "type"=>"guidance", "versionable_id"=>"829aaa69-70a8-48ba-a9e3-3487a16d45dd"}) +Section.create({"id"=>22101, "title"=>"Software/Technology Preservation", "description"=>"Describe how your software/technology will be available for the foreseeable future after the study is complete.
", "number"=>3, "phase_id"=>3436, "modifiable"=>true, "versionable_id"=>"fdc76c15-1174-4a39-aa00-aaa0834bef31"}) +Question.create({"id"=>68040, "text"=>"How will the software/technology be updated and maintained over time?", "default_value"=>nil, "number"=>1, "section_id"=>22101, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"02c1d522-9e8b-4141-a0d8-fe13f401d132"}) +Annotation.create({"id"=>63777, "question_id"=>68040, "org_id"=>8, "text"=>"Describe any plans to continue maintaining software/technology after project completion. Use this section to either describe the ongoing support model, the intention to engage with industry, or plan to apply for future funding.", "type"=>"guidance", "versionable_id"=>"f404be7d-9be5-49b6-8900-357fb42aba3a"}) +Question.create({"id"=>68041, "text"=>"Describe the level of risk associated with the use of public web services/infrastructure/databases regarding their stability and sustainability.", "default_value"=>nil, "number"=>2, "section_id"=>22101, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"db372351-d7a1-47e9-91cd-9ee5f46b2e73"}) +Annotation.create({"id"=>63778, "question_id"=>68041, "org_id"=>8, "text"=>"Include information about how the software/technology will remain secure over time. Elaborate on any encryption measures or monitoring that will take place while maintaining the software/technology. ", "type"=>"guidance", "versionable_id"=>"5c8f76e4-db3e-4c64-a2c9-52b2a4b237be"}) +Section.create({"id"=>22102, "title"=>"Software/Technology Ethical and Legal Restrictions", "description"=>"Provide any ethical or legal restrictions that may impact how you use and/or distribute your software/technology.
", "number"=>4, "phase_id"=>3436, "modifiable"=>true, "versionable_id"=>"59be7a52-e94d-4281-9e6d-8740d76b40a4"}) +Question.create({"id"=>68042, "text"=>"Who will own the copyright to the software/technology?", "default_value"=>nil, "number"=>1, "section_id"=>22102, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"d7a1ede2-5f5a-4388-b907-a82b6d151315"}) +Annotation.create({"id"=>63779, "question_id"=>68042, "org_id"=>8, "text"=>"List the copyright holder of the software/technology. See the Copyright Guide for Scientific Software for reference.", "type"=>"guidance", "versionable_id"=>"5c712532-35dd-4ce7-83b1-1ebe40640d14"}) +Question.create({"id"=>68043, "text"=>"What software/technology license will you choose?", "default_value"=>nil, "number"=>2, "section_id"=>22102, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"d943f62b-f99f-455f-b3dc-76aef7650ae8"}) +Annotation.create({"id"=>63780, "question_id"=>68043, "org_id"=>8, "text"=>"Describe the license chosen for the software/technology and its intended use. See list of license options here. ", "type"=>"guidance", "versionable_id"=>"d2fd8cc8-9005-48f9-aeec-98d14fd00350"}) +Section.create({"id"=>22103, "title"=>"Software/Technology Responsible Parties", "description"=>"Outline who is responsible for the development and monitoring of the software/technology over the course of the study.
", "number"=>5, "phase_id"=>3436, "modifiable"=>true, "versionable_id"=>"8aae4c06-219d-471e-8a3d-9bc929199f42"}) +Question.create({"id"=>68044, "text"=>"Who will have access to your software/technology throughout the project? Describe each collaborator’s responsibilities in relation to having access to the data.", "default_value"=>nil, "number"=>1, "section_id"=>22103, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"08c77827-a500-46f2-8ba5-484839bcf63e"}) +Annotation.create({"id"=>63781, "question_id"=>68044, "org_id"=>8, "text"=>"Provide the name(s), affiliation, contact information, and responsibilities of each study team member in relation to working with the software/technology. If working with developers, computer scientists, or programmers outside your immediate team, provide their information as well.", "type"=>"guidance", "versionable_id"=>"c08199c7-fb13-4389-8816-d10edf724b89"}) +Question.create({"id"=>68045, "text"=>"Who is responsible for reviewing and accepting each software/technology release?", "default_value"=>nil, "number"=>2, "section_id"=>22103, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"5048a764-5ad0-4a43-b435-c1135ebc17a7"}) +Annotation.create({"id"=>63782, "question_id"=>68045, "org_id"=>8, "text"=>"Indicate the steps that are required to formally approve a release of software/technology. ", "type"=>"guidance", "versionable_id"=>"4f28c67c-9211-4a86-96a9-b79538b72656"}) +Section.create({"id"=>22104, "title"=>"Software/Technology Sharing", "description"=>"Describe how you will make your software/technology discoverable and accessible to others once it is complete.
", "number"=>6, "phase_id"=>3436, "modifiable"=>true, "versionable_id"=>"403fcb4e-4dae-442b-a9f1-4bef5e9c0c91"}) +Question.create({"id"=>68046, "text"=>"Who are the intended users of your software/technology?", "default_value"=>nil, "number"=>1, "section_id"=>22104, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"995b2051-f2a8-48d4-93d3-2914153ce7e2"}) +Annotation.create({"id"=>63783, "question_id"=>68046, "org_id"=>8, "text"=>"Describe who the intended users are of the software/technology being developed. ", "type"=>"guidance", "versionable_id"=>"61a7142f-d073-4f27-8921-94d30fa8c670"}) +Question.create({"id"=>68047, "text"=>"What software/technology will be shared at the end of the study?", "default_value"=>nil, "number"=>2, "section_id"=>22104, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"b3a54a5d-2cf2-4dde-b71d-7d0ff0bd724f"}) +Annotation.create({"id"=>63784, "question_id"=>68047, "org_id"=>8, "text"=>"Describe the specific elements of the software/technology that will be made available at the completion of the study. If the underlying code will also be shared, please specify. ", "type"=>"guidance", "versionable_id"=>"9a318b22-7b3d-4163-8ec6-b1ebde3634d9"}) +Question.create({"id"=>68048, "text"=>"Are there restrictions on how you can share your software/technology related to patents, copyright, or intellectual property?", "default_value"=>nil, "number"=>3, "section_id"=>22104, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"e99eadf1-5957-4694-9bd4-9b2c639badfd"}) +Annotation.create({"id"=>63785, "question_id"=>68048, "org_id"=>8, "text"=>"Describe any restrictions that may prohibit the release of software/technology. Examples may include commercial restrictions, patent restrictions, or intellectual property rules under the umbrella of an academic institution.", "type"=>"guidance", "versionable_id"=>"35d0841b-36ae-4cbd-9cd8-9ae003af50ff"}) +Question.create({"id"=>68049, "text"=>"Where will you share your software/technology?", "default_value"=>nil, "number"=>4, "section_id"=>22104, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"4c16c57c-19f2-4d0d-9222-3e9412d2f10a"}) +Annotation.create({"id"=>63786, "question_id"=>68049, "org_id"=>8, "text"=>"Provide the location of where you intend to share your software/technology (e.g., app store, lab website, an industry partner). If planning to share underlying code, please indicate where that may be available as well. Consider using a tool like GitHub to make your code accessible and retrievable.", "type"=>"guidance", "versionable_id"=>"fb2927d6-5ab7-40e3-b412-e4dc50a68a13"}) +Phase.create({"id"=>3437, "title"=>"Data Management Plan", "description"=>"This section is focused on a data management plan designed to describe the methods in which data are gathered, analyzed, and shared from participants based on interventions or testing of the corresponding software or technology
", "number"=>2, "template_id"=>3462, "modifiable"=>true, "versionable_id"=>"4e00645f-49e4-4c08-a074-1d06bab51dd2"}) +Section.create({"id"=>22105, "title"=>"Data Collection", "description"=>"Outline the processes and procedures you will follow during the data collection process of your study.
", "number"=>1, "phase_id"=>3437, "modifiable"=>true, "versionable_id"=>"df0bdaa0-3452-4367-aa57-1123fb0e37ce"}) +Question.create({"id"=>68050, "text"=>"What types of data will you be collecting?", "default_value"=>nil, "number"=>1, "section_id"=>22105, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"ce39f836-3fd6-4d73-a522-c07610e18d8d"}) +Annotation.create({"id"=>63787, "question_id"=>68050, "org_id"=>8, "text"=>"Please describe the types of data you will gather across all phases of your study. Examples may include, but are not limited to data collected from surveys, interviews, personas or user stories, images, user testing, usage data, audio/video recordings, etc.", "type"=>"guidance", "versionable_id"=>"372bf344-fdbc-4a43-9383-656134ca926c"}) +Question.create({"id"=>68051, "text"=>"Will you be using any existing data from external sources or previous research?", "default_value"=>nil, "number"=>2, "section_id"=>22105, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"d1651ce5-7808-40fc-8678-e644bfd42d18"}) +Annotation.create({"id"=>63788, "question_id"=>68051, "org_id"=>8, "text"=>"If you will be combining original research data with existing licensed, restricted, or previously used research data, describe those data here. Provide the name, location, and date of the dataset(s) used. ", "type"=>"guidance", "versionable_id"=>"f6a71ea4-d24d-46e3-9775-2c9b8cc4bb41"}) +Question.create({"id"=>68052, "text"=>"What data collection instrument or scales will you use to collect the data?", "default_value"=>nil, "number"=>3, "section_id"=>22105, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"a111bfdd-8d93-4144-be70-583eae689d7b"}) +Annotation.create({"id"=>63789, "question_id"=>68052, "org_id"=>8, "text"=>"Provide a description of any data collection instruments or scales that will be used to collect data. These may include but are not limited to questionnaires, assessment scales, or persona guides. If using a pre-existing instrument or scale from another study, provide the citation(s) in this section.", "type"=>"guidance", "versionable_id"=>"faab5f23-0ddf-4159-8634-c4b6977e6e65"}) +Question.create({"id"=>68053, "text"=>"Is your data collected longitudinally or at a single point in time?", "default_value"=>nil, "number"=>4, "section_id"=>22105, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"e61e53ac-d122-44ec-a8ee-ceacfec1a7d4"}) +Annotation.create({"id"=>63790, "question_id"=>68053, "org_id"=>8, "text"=>"Indicate how frequently you will be collecting data from participants. For example, if you are conducting a series of user tests with the same participants each time, indicate the frequency here.", "type"=>"guidance", "versionable_id"=>"54321f51-40b7-474b-a8a7-e4cab22af9bb"}) +Question.create({"id"=>68054, "text"=>"What is the time frame over which you are collecting data?", "default_value"=>nil, "number"=>5, "section_id"=>22105, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"a5927d13-7681-4887-8d0d-8d5c439bd32e"}) +Annotation.create({"id"=>63791, "question_id"=>68054, "org_id"=>8, "text"=>"Provide an estimate of when you will begin and conclude the data collection process. List this information in the following format: YYYY/MM/DD - YYYY/MM/DD. If you do not know the exact dates, list YYYY/MM - YYYY/MM instead.", "type"=>"guidance", "versionable_id"=>"f41fa5e1-25e0-4122-9744-502d0ddabcc3"}) +Question.create({"id"=>68055, "text"=>"What is the setting and geographic location of where the data is being gathered?", "default_value"=>nil, "number"=>6, "section_id"=>22105, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"60120ef7-3d4e-451b-82a9-8623ff037f72"}) +Annotation.create({"id"=>63792, "question_id"=>68055, "org_id"=>8, "text"=>"Indicate the broader geographic location and setting where data will be gathered.", "type"=>"guidance", "versionable_id"=>"b2abfc32-8577-472c-bc1b-e4cc532a4eb2"}) +Question.create({"id"=>68056, "text"=>"What are the steps involved in the data collection process?", "default_value"=>nil, "number"=>7, "section_id"=>22105, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"aeebc389-8b6f-49d9-97fc-6f2c354bba7d"}) +Annotation.create({"id"=>63793, "question_id"=>68056, "org_id"=>8, "text"=>"Utilize this section to include a descriptive overview of the procedures involved in the data collection process. This may include but not be limited to recruitment, screening, information dissemination, and the phases of data collection (e.g., participant surveys, user acceptance testing, etc.). ", "type"=>"guidance", "versionable_id"=>"7f336af8-20a9-4447-84cd-7e5c192e911b"}) +Question.create({"id"=>68057, "text"=>"What software programs will you use to collect the data?", "default_value"=>nil, "number"=>8, "section_id"=>22105, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"1f525774-4cc8-4fb0-af22-4c571b0b8100"}) +Annotation.create({"id"=>63794, "question_id"=>68057, "org_id"=>8, "text"=>"Include the name and version of any software programs used to collect data in the study. If homegrown software/technology is being used, describe it and list any dependencies associated with running that program.", "type"=>"guidance", "versionable_id"=>"db2921c9-9c72-42db-a475-c3bd4be9f850"}) +Question.create({"id"=>68058, "text"=>"What file formats will you be generating during the data collection phase?", "default_value"=>nil, "number"=>9, "section_id"=>22105, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"09b33c61-518d-4751-b1f9-f7628f15a05c"}) +Annotation.create({"id"=>63795, "question_id"=>68058, "org_id"=>8, "text"=>"List any of the output files formats from the software programs listed above.", "type"=>"guidance", "versionable_id"=>"f9c0d3f7-a304-4fbd-8152-d28434de9628"}) +Section.create({"id"=>22106, "title"=>"Data Analysis", "description"=>"Outline the steps, materials, and methods that you will use during the data analysis phase of your study.
", "number"=>2, "phase_id"=>3437, "modifiable"=>true, "versionable_id"=>"807de6c7-fbb5-4d7a-9f0f-e578ccbdee1e"}) +Question.create({"id"=>68059, "text"=>"How will you document the changes you make to your data on a regular basis during the data analysis phase?", "default_value"=>nil, "number"=>1, "section_id"=>22106, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"824ee04d-21da-4e19-90ec-856da0fd322a"}) +Annotation.create({"id"=>63796, "question_id"=>68059, "org_id"=>8, "text"=>"Provide a description of how you will track changes made to any data analysis files. An example of this might include your audit trails or versioning systems that you will follow iterations of the data during the analysis process.", "type"=>"guidance", "versionable_id"=>"1ab23a43-99df-45ce-83a9-e2cc7e6e0182"}) +Question.create({"id"=>68060, "text"=>"What software will you be using to support your data analysis?", "default_value"=>nil, "number"=>2, "section_id"=>22106, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"7649fc69-8fea-49d9-af35-8b136d585bfa"}) +Annotation.create({"id"=>63797, "question_id"=>68060, "org_id"=>8, "text"=>"Describe the software you will use to perform any data analysis tasks associated with your study, along with the version of that software (e.g., SPSS, Atlas.ti, Excel, R, etc.).", "type"=>"guidance", "versionable_id"=>"7e4237cd-032b-47df-aa70-72bc3c6dccdb"}) +Question.create({"id"=>68061, "text"=>"What file formats will your data analysis files be saved in?", "default_value"=>nil, "number"=>3, "section_id"=>22106, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"4e470a43-d705-4f33-8367-bcc2c0884951"}) +Annotation.create({"id"=>63798, "question_id"=>68061, "org_id"=>8, "text"=>"List the file formats associated with each analysis software program that will be generated in your study (e.g., .txt, .csv, .xsls, .docx).", "type"=>"guidance", "versionable_id"=>"b84b67c8-92ab-4c13-9196-953da1e860b7"}) +Question.create({"id"=>68062, "text"=>"What code you will be generating that should accompany the data analysis file(s)?", "default_value"=>nil, "number"=>4, "section_id"=>22106, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"595fef18-8ade-447f-873e-9c941b5b5ce3"}) +Annotation.create({"id"=>63799, "question_id"=>68062, "org_id"=>8, "text"=>"Include any code or coding schemes used to perform data analysis. Examples in this section could include codebooks for analyzing interview transcripts from user testing, code associated with the functional/non-functional requirements of the software/technology program, or analytical frameworks used for evaluation.", "type"=>"guidance", "versionable_id"=>"ea7e645d-fe08-4aba-8b30-fdacfe7f2846"}) +Question.create({"id"=>68063, "text"=>"What quality assurance measures will be implemented over the course of the study?", "default_value"=>nil, "number"=>5, "section_id"=>22106, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"c8d54028-bb90-452a-9f8e-2dc6e5d9b95a"}) +Annotation.create({"id"=>63800, "question_id"=>68063, "org_id"=>8, "text"=>"Use this section to describe any quality review schedules, double coding measures, inter-rater reliability, quality review schedules, etc. that you intend to implement in your study.", "type"=>"guidance", "versionable_id"=>"17d367b9-da26-41c4-81fd-e2dda28e943d"}) +Section.create({"id"=>22107, "title"=>"Documentation and Metadata", "description"=>"This section will focus on including information that would be required for someone else to interpret and re-use your data.
", "number"=>3, "phase_id"=>3437, "modifiable"=>true, "versionable_id"=>"2faa27ae-5642-4d03-a3e3-91f85e2aa975"}) +Question.create({"id"=>68064, "text"=>"What information would be required for someone else to understand and reuse your data?", "default_value"=>nil, "number"=>1, "section_id"=>22107, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"7b178dbb-8489-4d79-a29b-ba5878245868"}) +Annotation.create({"id"=>63801, "question_id"=>68064, "org_id"=>8, "text"=>"Consider what information might be useful to accompany your data if you were to share it with someone else (e.g., the study protocol, interview guide, personas, user testing procedures, data collection instruments, or software dependencies, etc.).", "type"=>"guidance", "versionable_id"=>"522adfc3-082c-4469-a458-b1bd27468f1d"}) +Question.create({"id"=>68065, "text"=>"Are there metadata standards which you could use to describe your data?", "default_value"=>nil, "number"=>2, "section_id"=>22107, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"2b599d29-5ea0-4e6b-ba80-0ff1dc3e26a2"}) +Annotation.create({"id"=>63802, "question_id"=>68065, "org_id"=>8, "text"=>"Metadata standards can provide guidance on how best to document your data. If you do not know of any existing standards in your field, visit this website to search for available standards: https://fairsharing.org/.", "type"=>"guidance", "versionable_id"=>"73273305-16dd-4e59-9b2f-fc216ccd0b43"}) +Question.create({"id"=>68066, "text"=>"Who is the target population being investigated?", "default_value"=>nil, "number"=>3, "section_id"=>22107, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"656099b0-b5e6-482e-9672-462a9af9b962"}) +Annotation.create({"id"=>63803, "question_id"=>68066, "org_id"=>8, "text"=>"Describe the target population for which the software/technology is being developed (i.e., end users).", "type"=>"guidance", "versionable_id"=>"de20f90d-fb03-4cbc-addc-638d67ffd761"}) +Question.create({"id"=>68067, "text"=>"How is the population being sampled?", "default_value"=>nil, "number"=>4, "section_id"=>22107, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"6a89bd1e-5925-4610-9455-4d3b7e735f0b"}) +Annotation.create({"id"=>63804, "question_id"=>68067, "org_id"=>8, "text"=>"Describe the processes used to sample the population (e.g., convenience, snowball, purposeful, etc.).", "type"=>"guidance", "versionable_id"=>"b6eb6945-0ec8-4868-aa69-9efc8562a8a0"}) +Question.create({"id"=>68068, "text"=>"What are the variables being studied? ", "default_value"=>nil, "number"=>5, "section_id"=>22107, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"25795f81-fabe-49ac-a7e1-05a3830a99f3"}) +Annotation.create({"id"=>63805, "question_id"=>68068, "org_id"=>8, "text"=>"For any data gathered, list the variables being studied. For each variable, include the variable name, explanatory information, variable type, and values associated with each variable. Examples may include demographic characteristics of stakeholders, components of the software/technology program’s functional and nonfunctional requirements, etc. See guidance on how to create a data dictionary.", "type"=>"guidance", "versionable_id"=>"07002e40-ae9f-4ed6-bda9-9a585fe511d6"}) +Question.create({"id"=>68069, "text"=>"Are there any acronyms or abbreviations that will be used within your study that may be unclear to others?", "default_value"=>nil, "number"=>6, "section_id"=>22107, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"f59ad952-5238-4127-a9b3-22013fc8f20e"}) +Annotation.create({"id"=>63806, "question_id"=>68069, "org_id"=>8, "text"=>"Create a glossary of all acronyms or abbreviations used within your study. ", "type"=>"guidance", "versionable_id"=>"638ed9c9-0f67-485d-bcab-3c1e6f41cc60"}) +Section.create({"id"=>22108, "title"=>"Storage and Backup", "description"=>"Describe and outline how and where your data will be stored throughout the research project.
", "number"=>4, "phase_id"=>3437, "modifiable"=>true, "versionable_id"=>"3c5c8138-2f19-4e51-965a-4070829d7c66"}) +Question.create({"id"=>68070, "text"=>"What are the storage requirements needed for your data?", "default_value"=>nil, "number"=>1, "section_id"=>22108, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"a6e70518-a7f8-46ee-b875-75315083a245"}) +Annotation.create({"id"=>63807, "question_id"=>68070, "org_id"=>8, "text"=>"Provide an estimate of how much data you will collect for all data in the form of terabytes, gigabytes, or megabytes as needed. Breaking down the size requirements by data types is advised (e.g., 2 GB required for video files, 500 MB for survey data). ", "type"=>"guidance", "versionable_id"=>"bebd0395-19da-436f-b18c-e7e0e73f6f50"}) +Question.create({"id"=>68071, "text"=>"Where will your data be stored during the data collection phase?", "default_value"=>nil, "number"=>2, "section_id"=>22108, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"37646e16-c485-4325-b2f9-5aea824c6ef7"}) +Annotation.create({"id"=>63808, "question_id"=>68071, "org_id"=>8, "text"=>"Indicate where and how data will be stored during data collection. Examples may include storing data in secure, password protected computer files, encrypted cloud storage, software programs (e.g., REDCap), hard copies stored in locked filing cabinets, external hard drives, etc.", "type"=>"guidance", "versionable_id"=>"62cefb51-7fea-4ded-bafb-d1d7200dceaa"}) +Question.create({"id"=>68072, "text"=>"Where will your data be stored during the data analysis phase?", "default_value"=>nil, "number"=>3, "section_id"=>22108, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"a315fbae-62f8-4cb1-9fd9-0f4e7bf22778"}) +Annotation.create({"id"=>63809, "question_id"=>68072, "org_id"=>8, "text"=>"If different from above, indicate where data is stored during the data analysis process. If data is being sent to external locations for analysis by a statistician, describe that process here.", "type"=>"guidance", "versionable_id"=>"f290e30f-1e54-437c-99a1-aa9c0e75862c"}) +Question.create({"id"=>68073, "text"=>"If your data contains confidential information, how will your storage method ensure the protection of this data?", "default_value"=>nil, "number"=>4, "section_id"=>22108, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"45f38bfa-e8c4-43bb-b864-4a34a82aed32"}) +Annotation.create({"id"=>63810, "question_id"=>68073, "org_id"=>8, "text"=>"Indicate the security measures used to protect participant identifying data. Examples may include storing informed consent forms separately from anonymized data, password protecting files, locking unused computers, and restricting access to data that may contain identifying information. ", "type"=>"guidance", "versionable_id"=>"b2413179-3e9a-4666-9aa9-98284196508f"}) +Question.create({"id"=>68074, "text"=>"What file naming conventions will you use in your study?", "default_value"=>nil, "number"=>5, "section_id"=>22108, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"d7573e51-7f2c-4e6c-a786-bb400ede02ee"}) +Annotation.create({"id"=>63811, "question_id"=>68074, "org_id"=>8, "text"=>"List any specific file naming conventions used throughout the study. Provide examples of this file naming convention in the text indicating the context for each part of the file name. See file naming guidance here.", "type"=>"guidance", "versionable_id"=>"e9585f61-7cde-4356-8a25-0d391eada68d"}) +Question.create({"id"=>68075, "text"=>"What backup measures will be implemented to ensure the safety of your data?", "default_value"=>nil, "number"=>6, "section_id"=>22108, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"39a3ba3b-b1ba-4755-b5a5-875aeca6127d"}) +Annotation.create({"id"=>63812, "question_id"=>68075, "org_id"=>8, "text"=>"Describe how your study data will be regularly saved, backed up, and updated. If using institutional servers, consult with your Information Technology department to find out how frequently data is backed up.", "type"=>"guidance", "versionable_id"=>"4990eea3-5c26-4ca3-92c9-04078ee357a6"}) +Section.create({"id"=>22112, "title"=>"Preservation", "description"=>"Describe the steps that will ensure that your data will be available and usable for the foreseeable future after your study is complete.
", "number"=>5, "phase_id"=>3437, "modifiable"=>true, "versionable_id"=>"bcb0ab3a-497f-409c-878c-b09623a9cca2"}) +Question.create({"id"=>68091, "text"=>"Where will data be stored after the project is complete?", "default_value"=>nil, "number"=>1, "section_id"=>22112, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"53c2268c-b3b1-4917-9906-ddd04d7127f4"}) +Annotation.create({"id"=>63828, "question_id"=>68091, "org_id"=>8, "text"=>"Describe where your data will be stored after project completion (e.g., in an institutional repository, an external data repository, a secure institutional computer storage, or an external hard drive).", "type"=>"guidance", "versionable_id"=>"54926748-74c5-4863-b49a-8ccb26cee1bc"}) +Question.create({"id"=>68092, "text"=>"Who is responsible for managing the data after the study is complete?", "default_value"=>nil, "number"=>2, "section_id"=>22112, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"efb0cf68-3752-47f6-a725-c48ed9840dc3"}) +Annotation.create({"id"=>63829, "question_id"=>68092, "org_id"=>8, "text"=>"Name the person(s) responsible for managing the data at the completion of the project. List their affiliation and contact information.", "type"=>"guidance", "versionable_id"=>"12e94ee0-9806-41bd-adce-78134147f913"}) +Question.create({"id"=>68093, "text"=>"Will your data be migrated to preservation formats?", "default_value"=>nil, "number"=>3, "section_id"=>22112, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"b6c5be29-c300-410e-9055-11dca3648437"}) +Annotation.create({"id"=>63830, "question_id"=>68093, "org_id"=>8, "text"=>"Many proprietary file formats such as those generated from Microsoft software or statistical analysis tools can make the data difficult to access later on. Consider transforming any proprietary files into preservation-friendly formats to ensure your data can be opened. Describe the process for migrating your data formats here.", "type"=>"guidance", "versionable_id"=>"7ad982d0-fce6-4d18-8a3f-624f7280ae45"}) +Question.create({"id"=>68094, "text"=>"How long do you intend to keep your data after the project is complete?", "default_value"=>nil, "number"=>4, "section_id"=>22112, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"5d8f3683-eb48-4dc6-a8e0-d60e36ae3249"}) +Annotation.create({"id"=>63831, "question_id"=>68094, "org_id"=>8, "text"=>"Provide details on how long you plan to keep your data after the project, and list any requirements you must follow based on Research Ethics Board guidelines, data use agreements, or funder requirements. ", "type"=>"guidance", "versionable_id"=>"f412cb33-084d-48bb-9c8b-16e35ae13fec"}) +Question.create({"id"=>68095, "text"=>"What steps will you take to destroy the data after the retention period is complete?", "default_value"=>nil, "number"=>5, "section_id"=>22112, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"a5f2b97a-d0b8-410b-90e6-a7cc14e411dd"}) +Annotation.create({"id"=>63832, "question_id"=>68095, "org_id"=>8, "text"=>"Describe what steps will be taken to destroy study data. These steps may include but are not limited to shredding physical documents, making data unretrievable with support from your Information Technology department, or personal measures to eliminate data files.", "type"=>"guidance", "versionable_id"=>"8bff066e-20f3-4dc5-a347-09b2b6397309"}) +Section.create({"id"=>22109, "title"=>"Ethics and Legal Compliance", "description"=>"Outline the ethical and legal implications placed on your research data.
", "number"=>6, "phase_id"=>3437, "modifiable"=>true, "versionable_id"=>"0269648e-fb33-48ac-b10e-b31baaa7300e"}) +Question.create({"id"=>68076, "text"=>"How will the informed consent process be carried out within your study?", "default_value"=>nil, "number"=>1, "section_id"=>22109, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"4870ea39-c813-48a2-b4d7-6ed45b538880"}) +Annotation.create({"id"=>63813, "question_id"=>68076, "org_id"=>8, "text"=>"Outline the information provided in your Research Ethics Board protocol, and describe how informed consent is collected, and at which phases of the data collection process. Examples include steps to gain written or verbal consent, re-establishing consent at subsequent points of contact, etc. ", "type"=>"guidance", "versionable_id"=>"b4edbd85-afa5-4106-ba23-d35ae0787c72"}) +Question.create({"id"=>68077, "text"=>"Who holds the intellectual property rights to your data?", "default_value"=>nil, "number"=>2, "section_id"=>22109, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"733bbb2c-a889-417e-b053-fb89c452202a"}) +Annotation.create({"id"=>63814, "question_id"=>68077, "org_id"=>8, "text"=>"Provide the name, institutional affiliation, and contact information of the person(s) who hold intellectual property rights to the data.", "type"=>"guidance", "versionable_id"=>"c2d679ff-202f-468b-9f0c-eca57cf12ac5"}) +Question.create({"id"=>68078, "text"=>"What ethical guidelines or constraints are applicable to your data?", "default_value"=>nil, "number"=>3, "section_id"=>22109, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"19acf131-2562-469b-8793-6374a70e8e3b"}) +Annotation.create({"id"=>63815, "question_id"=>68078, "org_id"=>8, "text"=>"Describe any ethical concerns that may be associated with the data in this study. For example, if vulnerable and/or Indigenous populations were studied, outline specific guidelines that are being followed to protect participants (e.g., OCAP, community advisory boards, etc.).", "type"=>"guidance", "versionable_id"=>"6d26482f-fe6f-455e-b73d-f15907d832f5"}) +Question.create({"id"=>68079, "text"=>"What legal restraints are applicable to your data (e.g., ownership)?", "default_value"=>nil, "number"=>4, "section_id"=>22109, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"c896663a-7235-4271-a1a7-727ed744fdc1"}) +Annotation.create({"id"=>63816, "question_id"=>68079, "org_id"=>8, "text"=>"Provide details describing the legal restrictions that apply to your data. These restrictions may include, but are not limited to details about how your research data can be used as outlined by a funder, institution, collaboration or commercial agreement. ", "type"=>"guidance", "versionable_id"=>"edbfb3db-1603-41a2-bce1-61a05440b7bf"}) +Question.create({"id"=>68080, "text"=>"What methods will be used to manage the risk of disclosure of participant information?", "default_value"=>nil, "number"=>5, "section_id"=>22109, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"8401741e-b4a7-4031-bd3b-e86200c2d491"}) +Annotation.create({"id"=>63817, "question_id"=>68080, "org_id"=>8, "text"=>"List all the steps that will be taken to remove the risk of disclosing personal information from study participants. Include information about keeping data safe and secure, and whether certain information will be removed from the data. If data is being anonymized or de-identified, specify the information type(s) being altered (e.g., names, addresses, dates, location).", "type"=>"guidance", "versionable_id"=>"2f6a56f0-f353-4f12-a9fd-754cc079f491"}) +Section.create({"id"=>22110, "title"=>"Responsibilities and Resources", "description"=>"Indicate who will be working with the data at various stages, and describe their responsibilities.
", "number"=>7, "phase_id"=>3437, "modifiable"=>true, "versionable_id"=>"45f502dd-4a31-4d90-b4f9-affd9385a19c"}) +Question.create({"id"=>68081, "text"=>"What financial resources will you require for data management in this study?", "default_value"=>nil, "number"=>1, "section_id"=>22110, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"e4003545-7917-48e3-bbf0-7e72b7098007"}) +Annotation.create({"id"=>63818, "question_id"=>68081, "org_id"=>8, "text"=>"Describe any financial resources that may be required to properly manage your research data. This may include personnel, storage requirements, software, hardware, etc.", "type"=>"guidance", "versionable_id"=>"8baef279-27e9-4e3f-a647-0c6be33d8457"}) +Question.create({"id"=>68082, "text"=>"Who is the main contact and steward for the data collected in this study?", "default_value"=>nil, "number"=>2, "section_id"=>22110, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"cce65447-cff5-43d3-bb97-920f5329fa3e"}) +Annotation.create({"id"=>63819, "question_id"=>68082, "org_id"=>8, "text"=>"Provide the name(s), affiliation, and contact information for the main study contact.", "type"=>"guidance", "versionable_id"=>"32bf395e-a6eb-49a1-a6dd-5870f2a5379e"}) +Question.create({"id"=>68083, "text"=>"Who will have access to your data throughout the project? Describe each collaborator’s responsibilities in relation to having access to the data.", "default_value"=>nil, "number"=>3, "section_id"=>22110, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"79a2902a-88ed-4cb4-a5bb-c637fd979bc6"}) +Annotation.create({"id"=>63820, "question_id"=>68083, "org_id"=>8, "text"=>"Provide the name(s), affiliation, contact information, and responsibilities of each study team member in relation to working with the study data. ", "type"=>"guidance", "versionable_id"=>"4b77cc30-b696-417f-a325-f2204d8ac293"}) +Question.create({"id"=>68084, "text"=>"Will any new members be added or responsibilities be transferred over the course of the study?", "default_value"=>nil, "number"=>4, "section_id"=>22110, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"d2611433-4f60-4780-b834-6f1a29cb706f"}) +Annotation.create({"id"=>63821, "question_id"=>68084, "org_id"=>8, "text"=>"Describe the process by which new collaborators/team members will be added to the project, if applicable. Include the type(s) of responsibilities that may require new team members to be added during, or after the project is complete.", "type"=>"guidance", "versionable_id"=>"733b3636-f4ea-43bc-adf8-a3e9dce8eefb"}) +Section.create({"id"=>22111, "title"=>"Data Sharing", "description"=>"Provide information about how you will make your data available and/or discoverable to the broader community.
", "number"=>8, "phase_id"=>3437, "modifiable"=>true, "versionable_id"=>"65973f7c-41ba-4fb1-96bd-62aa84483c9d"}) +Question.create({"id"=>68085, "text"=>"Who are the intended users of your data?", "default_value"=>nil, "number"=>1, "section_id"=>22111, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"fb996bba-ec3f-4a13-8fb3-8d550bcb9a08"}) +Annotation.create({"id"=>63822, "question_id"=>68085, "org_id"=>8, "text"=>"Describe who the intended users are of the data. Consider that those who would benefit most from your data may differ from those who would benefit from the software/technology developed. ", "type"=>"guidance", "versionable_id"=>"5050961e-09c7-460b-8d5d-e03e243625ec"}) +Question.create({"id"=>68086, "text"=>"What data will be shared at the end of the study?", "default_value"=>nil, "number"=>2, "section_id"=>22111, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"bdeda0c6-5161-4cab-b955-0643910a1b44"}) +Annotation.create({"id"=>63823, "question_id"=>68086, "org_id"=>8, "text"=>"Outline the specific data that can be shared at the completion of the study. Be specific about the data (e.g., from surveys, user testing, app usage, interviews, etc.) and what can be shared.", "type"=>"guidance", "versionable_id"=>"6a3c8411-aea7-4e78-b01f-165b4a9f7452"}) +Question.create({"id"=>68087, "text"=>"What restrictions are placed on your data that would limit public data sharing?", "default_value"=>nil, "number"=>3, "section_id"=>22111, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"f8dc1d8b-ce54-4568-8a26-9f0dbf877665"}) +Annotation.create({"id"=>63824, "question_id"=>68087, "org_id"=>8, "text"=>"Describe any restrictions that may prohibit the sharing of data. Examples may include holding data that has confidentiality, license, or intellectual property restrictions, are beholden to funder requirements, or are subject to a data use agreement.", "type"=>"guidance", "versionable_id"=>"d121a3ff-f30c-451c-8155-d40c79f150a0"}) +Question.create({"id"=>68088, "text"=>"Where will you share your data?", "default_value"=>nil, "number"=>4, "section_id"=>22111, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"1cfb9714-f1d3-4259-8fdb-1f42551911f9"}) +Annotation.create({"id"=>63825, "question_id"=>68088, "org_id"=>8, "text"=>"Provide the location where you intend to share your data. This may be an institutional repository, external data repository, via community approval, or through your Research Ethics Board.", "type"=>"guidance", "versionable_id"=>"b70525bc-cb1b-4850-815f-23c299c52358"}) +Question.create({"id"=>68089, "text"=>"If you have collected restricted data, what steps would someone requesting your data need to follow in order to access it?", "default_value"=>nil, "number"=>5, "section_id"=>22111, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"e34e0822-81eb-4df9-99c5-a226dca93103"}) +Annotation.create({"id"=>63826, "question_id"=>68089, "org_id"=>8, "text"=>"If your data is restricted, describe how a researcher could access that data for secondary analysis. Examples of these procedures may include completing a Research Ethics Board application, signing a data use agreement, submitting a proposal to a community advisory board, among others. Be as specific as possible in this section.", "type"=>"guidance", "versionable_id"=>"a4868714-f037-4b4a-aa3d-4ebb3d8ad9a1"}) +Question.create({"id"=>68090, "text"=>"What license will you apply to your data?", "default_value"=>nil, "number"=>6, "section_id"=>22111, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"01cf1ea2-478d-4440-b4d3-64b960c243e0"}) +Annotation.create({"id"=>63827, "question_id"=>68090, "org_id"=>8, "text"=>"Select a license that best suits the parameters of how you would like to share your data, and how you would prefer to be credited. See this resource to help you decide: https://creativecommons.org/choose/.", "type"=>"guidance", "versionable_id"=>"60b99278-f4e4-4eee-8f3e-4facf7375905"}) +Template.create!({"id"=>3738, "title"=>"Alliance Template for Systematic Reviews", "description"=>"This template provides general guidance for those who are undertaking systematic reviews. It is suggested that different team members contribute to the DMP based on the stage of the review process in which they will be involved in creating data.
\nFor additional guidance and examples, please see the online research guide located at https://libguides.ucalgary.ca/dmpforsr.
\nThe PRISMA-P for systematic review protocols is a tool that may help with planning and describing your data management process. It requires you to specify which databases you’ll search, present a draft search strategy, report your inclusion/exclusion criteria, as well as procedures for all stages of your review. This information can be included in various sections of your DMP.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>1, "visibility"=>1, "customization_of"=>nil, "family_id"=>844747218, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>3770, "title"=>"Portage Template for Systematic Reviews", "description"=>"This template provides general guidance for those who are undertaking systematic reviews. It is suggested that different team members contribute to the DMP based on the stage of the review process in which they will be involved in creating data.
\r\nFor additional guidance and examples, please see the online research guide located at https://libguides.ucalgary.ca/dmpforsr.
\r\nThe PRISMA-P for systematic review protocols is a tool that may help with planning and describing your data management process. It requires you to specify which databases you’ll search, present a draft search strategy, report your inclusion/exclusion criteria, as well as procedures for all stages of your review. This information can be included in various sections of your DMP.
", "number"=>1, "template_id"=>3738, "modifiable"=>true, "versionable_id"=>"0d1d139e-4ede-49ee-8281-556793a533a5"}) +Section.create({"id"=>23909, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3770, "modifiable"=>true, "versionable_id"=>"9ad876f8-6741-48d8-8685-23b7f3c8adc4"}) +Question.create({"id"=>73873, "text"=>"What types of data will you collect, create, link to, acquire and/or record in each of the different stages of the systematic review?
", "default_value"=>nil, "number"=>1, "section_id"=>23909, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"2fd7a6fa-dd7d-4aa0-b726-1499a1ea8924"}) +Annotation.create({"id"=>69679, "question_id"=>73873, "org_id"=>8, "text"=>"The types of data you collect may include: literature database records; PDFs of articles; quantitative and qualitative data extracted from individual studies; a document describing your study protocol or other methods.
", "type"=>"example_answer", "versionable_id"=>"2b85425d-938b-49a2-a4be-0a3a5f1ecfc6"}) +Annotation.create({"id"=>69680, "question_id"=>73873, "org_id"=>8, "text"=>"For a systematic review (or other knowledge synthesis types of studies), data includes the literature you find, the data that you extract from it, and the detailed methods and information that would allow someone else to reproduce your results. To identify the data that will be collected or generated by your research project, start by thinking of the different stages of a systematic review and how you are going to approach each: planning/protocol, data collection (literature searching), study selection (screening), data extraction, risk of bias assessment, synthesis, manuscript preparation.
", "type"=>"guidance", "versionable_id"=>"c6864630-0ce9-4b53-8e34-26090f34f990"}) +Question.create({"id"=>73874, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?
", "default_value"=>nil, "number"=>2, "section_id"=>23909, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"83124d6c-ebcd-40ec-ab94-f54233677ad5"}) +Annotation.create({"id"=>69681, "question_id"=>73874, "org_id"=>8, "text"=>"Word, RTF, PDF, etc.: project documents, notes, drafts, review protocol, line-by-line search strategies, PRISMA or other reporting checklists; included studies
\r\nRIS, BibTex, XML, txt: files exported from literature databases or tools like Covidence
\r\nExcel (xlsx, csv): search tracking spreadsheets, screening/study selection/appraisal worksheets, data extraction worksheets; meta-analysis data
\r\nNVivo: qualitative synthesis data
\r\nTIF, PNG, etc.: images and figures
\r\nFor more in-depth guidance, see “Data Collection” in the University of Calgary Library Guide.
", "type"=>"example_answer", "versionable_id"=>"906c49e0-9a82-41a3-a3d8-48ba83a085eb"}) +Annotation.create({"id"=>69682, "question_id"=>73874, "org_id"=>8, "text"=>"If you plan to use systematic review software or reference management software for screening and data management, indicate which program you will use, and what format files will be saved/exported in.
\r\nKeep in mind that proprietary file formats will require team members and potential future users of the data to have the relevant software to open or edit the data. While you may prefer to work with data in a proprietary format, files should be converted to non-proprietary formats wherever possible at the end of the project. Read more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"417fbad7-eb14-486d-80df-ad1f892dc970"}) +Question.create({"id"=>73875, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?
", "default_value"=>nil, "number"=>3, "section_id"=>23909, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"0e9184ce-5605-460f-8c84-e0e1baf29e22"}) +Annotation.create({"id"=>69683, "question_id"=>73875, "org_id"=>8, "text"=>"Suggested format - PDF full-texts of included studies: AuthorLastName_Year_FirstThreeWordsofTitle
\r\nExample: Sutton_2019_MeetingTheReview
\r\nSuggested format - screening file for reviewers: ProjectName_TaskName_ReviewerInitials
\r\nExample: PetTherapy_ScreeningSet1_ZP
\r\nFor more examples, see “Data Collection” in the University of Calgary Library Guide.
", "type"=>"example_answer", "versionable_id"=>"1ef72f27-fb5f-4c39-bb86-38cd21e62b76"}) +Annotation.create({"id"=>69684, "question_id"=>73875, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. Logical file structures, informative naming conventions, and clear indications of file versions, all help ensure that you and your research team are using the appropriate version of your data, and will minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Archive.
\r\nConsider a naming convention that includes: the project name and date using the ISO standard for dates as required elements and stage of review/task, version number, creator’s initials, etc. as optional elements as necessary.
", "type"=>"guidance", "versionable_id"=>"22c74bf1-1733-4d6b-8fe5-05a09e310270"}) +Section.create({"id"=>23910, "title"=>"Documentation and Metadata", "description"=>nil, "number"=>2, "phase_id"=>3770, "modifiable"=>true, "versionable_id"=>"2f922900-4a7c-4eaa-a398-c5a2c2ca34fc"}) +Question.create({"id"=>73876, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?
", "default_value"=>nil, "number"=>1, "section_id"=>23910, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"15a2de00-26c5-4d0d-8acd-534d5b250770"}) +Annotation.create({"id"=>69685, "question_id"=>73876, "org_id"=>8, "text"=>"Good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc. Some of this should already be in your protocol. For specific examples for each stage of the review, see “Documentation and Metadata” in the University of Calgary Library Guide.
", "type"=>"guidance", "versionable_id"=>"f4515319-3c4e-4327-bed9-edccf9b61215"}) +Question.create({"id"=>73877, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>23910, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"f4eb6e08-3ff5-4e83-9488-c9229fe0de4d"}) +Annotation.create({"id"=>69686, "question_id"=>73877, "org_id"=>8, "text"=>"Where will the process and procedures for each stage of your review be kept and shared? Will the team have a shared workspace?
\r\nWho will be responsible for documenting each stage of the review? Team members responsible for each stage of the review should add the documentation at the conclusion of their work on a particular stage, or as needed. Refer back to the data collection guidance for examples of the types of documentation that need to be created.
\r\nOften, resources you've already created can contribute to this (e.g. your protocol). Consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation.
", "type"=>"guidance", "versionable_id"=>"dd286571-41dd-4ade-bf2b-553a283fa2bd"}) +Question.create({"id"=>73878, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>23910, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"ed810b2c-ce77-4e39-a5d5-71bbeb3901b4"}) +Annotation.create({"id"=>69687, "question_id"=>73878, "org_id"=>8, "text"=>"Most systematic reviews will likely not use a metadata standard, but if you are looking for a standard to help you code your data, see the Digital Curation Centre’s list of disciplinary metadata standards.", "type"=>"guidance", "versionable_id"=>"d7392589-7bd6-464c-b814-642b8656f8b8"}) +Section.create({"id"=>23911, "title"=>"Storage and Backup", "description"=>nil, "number"=>3, "phase_id"=>3770, "modifiable"=>true, "versionable_id"=>"4e79f51b-626c-4a7f-a2b4-33d9106a1185"}) +Question.create({"id"=>73879, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>23911, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"f63f739e-d54a-4520-a6cf-c06c139de257"}) +Annotation.create({"id"=>69688, "question_id"=>73879, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time. A long-term storage plan is necessary if you intend to retain your data after the research project or update your review at a later date.
\r\nA systematic review project will not typically require more than a few GB of storage space; these needs can be met by most common storage solutions, including shared servers.
", "type"=>"guidance", "versionable_id"=>"235858de-6e88-4cb7-b721-4d937cc513f4"}) +Question.create({"id"=>73880, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>23911, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"7252dd86-8ad5-4115-ae2e-e75377e3b64e"}) +Annotation.create({"id"=>69689, "question_id"=>73880, "org_id"=>8, "text"=>"Will you want to update and republish your review? If so, a permanent storage space is necessary. If your meta-analysis includes individual patient-level data, you will require secure storage for that data. If you are not working with sensitive data, a solution like Dropbox or Google Drive may be acceptable. Consider who should have control over the shared account. Software to facilitate the systematic review process or for citation management such as Covidence or Endnote may be used for active data storage of records and PDFs.
\r\nThe risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule: Have at least three copies of your data; store the copies on two different media; keep one backup copy offsite.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Archive.", "type"=>"guidance", "versionable_id"=>"2b5808d5-325e-482b-a7f0-a66019450fff"}) +Question.create({"id"=>73881, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>23911, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"ff5c5f57-cf14-4bfc-9776-af2f45adf5ad"}) +Annotation.create({"id"=>69690, "question_id"=>73881, "org_id"=>8, "text"=>"If your meta-analysis includes individual patient-level data, you will require secure storage for that data. As most systematic reviews typically do not involve sensitive data, you likely don’t need secure storage. A storage space such as Dropbox or Google Drive should be acceptable, as long as it is only shared among team members. Consider who will retain access to the shared storage space and for how long. Consider who should be the owner of the account. If necessary, have a process for transferring ownership of files in the event of personnel changes.
\r\nAn ideal solution is one that facilitates cooperation and ensures data security, yet is able to be adopted by users with minimal training. Relying on email for data transfer is not a robust or secure solution.
", "type"=>"guidance", "versionable_id"=>"12637bc9-df40-4731-adf1-6edf76873934"}) +Section.create({"id"=>23912, "title"=>"Preservation", "description"=>nil, "number"=>4, "phase_id"=>3770, "modifiable"=>true, "versionable_id"=>"6af4d167-5465-4b33-9383-4d3778202454"}) +Question.create({"id"=>73882, "text"=>"Where will you deposit your data for long-term preservation and sharing at the end of your research project?
", "default_value"=>nil, "number"=>1, "section_id"=>23912, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"1116dc4c-dc26-43e3-b0f4-a6876e5663e7"}) +Annotation.create({"id"=>69691, "question_id"=>73882, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. Consider what you want to share long-term vs. what you need to keep long-term; these might be two separately stored data sets.
\r\nLong-term preservation is an important aspect to consider for systematic reviews as they may be rejected and need to be reworked/resubmitted, or the authors may wish to publish an updated review in a few years’ time (this is particularly important given the increased interest in the concept of a ‘living systematic review’).
\r\nFor more detailed guidance, and some suggested repositories, see “Long-Term Preservation” on the University of Calgary Library Guide.
", "type"=>"guidance", "versionable_id"=>"428aa567-3c1f-417d-940c-c3c8f81d2ed4"}) +Question.create({"id"=>73883, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, file integrity, and the inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>23912, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"1556da15-c781-48ce-8a9b-5c73f359f606"}) +Annotation.create({"id"=>69692, "question_id"=>73883, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data.
\r\nKeep in mind that converting files from proprietary to non-proprietary formats may lose information or affect functionality. If this is a concern, you can archive both a proprietary and non-proprietary version of the file. Always document any format changes between files when sharing preservation copies.
", "type"=>"guidance", "versionable_id"=>"cac04bab-88be-4706-8caa-08c7e09c03f2"}) +Section.create({"id"=>23913, "title"=>"Sharing and Reuse", "description"=>nil, "number"=>5, "phase_id"=>3770, "modifiable"=>true, "versionable_id"=>"76ee8f2f-6104-46b1-b66f-44bcbbb194ef"}) +Question.create({"id"=>73884, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).
", "default_value"=>nil, "number"=>1, "section_id"=>23913, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"e0ad928d-fafc-42cc-8f06-eef6451a29dd"}) +Annotation.create({"id"=>69693, "question_id"=>73884, "org_id"=>8, "text"=>"Examples of what should be shared:
\r\nFor more examples, consult “Sharing and Reuse” on the University of Calgary Library Guide.
", "type"=>"example_answer", "versionable_id"=>"184456e3-07b7-44f1-8281-b069b72a3f64"}) +Annotation.create({"id"=>69694, "question_id"=>73884, "org_id"=>8, "text"=>"Raw data are directly obtained from the instrument, simulation or survey.
\r\nProcessed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables.
\r\nAnalyzed data are the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
\r\nFinal data are processed data that have, if needed, been converted into a preservation-friendly format.
", "type"=>"guidance", "versionable_id"=>"95e5feed-78ec-4d16-a8bd-03e13f675175"}) +Question.create({"id"=>73885, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>23913, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"ae912110-1786-4945-a9b6-746e530a16e8"}) +Annotation.create({"id"=>69695, "question_id"=>73885, "org_id"=>8, "text"=>"There are several types of standard licenses available to researchers, such as the Creative Commons or Open Data Commons licenses. Even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0. More about data licensing: UK Data Curation Centre.", "type"=>"example_answer", "versionable_id"=>"759efd53-1b5f-4916-bec6-9a42bd220a0d"}) +Annotation.create({"id"=>69696, "question_id"=>73885, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. You may also want to check the requirements of any journals you plan to submit to - do they require data associated with your manuscript to be made public? Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
\r\nConsider whether attribution is important to you; if so, select a license whose terms require that data used by others be properly attributed to the original authors. Include a copy of your end-user license with your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>"43bfd892-7d3c-47ec-8335-552a5f0cf3c4"}) +Question.create({"id"=>73886, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>23913, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"056755c9-0fbf-43b4-a035-674b01d0bd10"}) +Annotation.create({"id"=>69697, "question_id"=>73886, "org_id"=>8, "text"=>"The datasets analysed during the current study are available in the University of Calgary’s PRISM Dataverse repository, [https://doi.org/exampledoi].", "type"=>"example_answer", "versionable_id"=>"7bb8512c-d093-42ee-86c5-99ecc2e22c7f"}) +Annotation.create({"id"=>69698, "question_id"=>73886, "org_id"=>8, "text"=>"Choose a repository that offers persistent identifiers such as a DOI. These are persistent links that provide stable long-term access to your data. Ensure you put a data availability statement in your article, with proper citation to the location of your data. If possible, put this under its own heading. If the journal does not use this heading in its formatting, you could include this information in your Methods section or as a supplementary file you provide.", "type"=>"guidance", "versionable_id"=>"c0ba68a1-9513-4a65-9c79-41a52cd86126"}) +Section.create({"id"=>23914, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>6, "phase_id"=>3770, "modifiable"=>true, "versionable_id"=>"4811dbed-e36e-498c-96a6-a9fe2c69e7b5"}) +Question.create({"id"=>73887, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>23914, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"ac74dd66-c4ea-4fde-8102-6c768dc17154"}) +Annotation.create({"id"=>69699, "question_id"=>73887, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the time frame associated with these staff responsibilities and any training needed to prepare staff for these duties. Systematic review projects have stages, which can act as great reminders to ensure that data associated with each stage are made accessible to other project members in a timely fashion. ", "type"=>"guidance", "versionable_id"=>"47a7ee40-c5b2-444a-be1c-4f0e53a9dcad"}) +Question.create({"id"=>73888, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>23914, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"d7b8cfef-a2b7-4e64-8e2b-c47d73de9d7f"}) +Annotation.create({"id"=>69700, "question_id"=>73888, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves. Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
\r\nIf data is deposited into a shared space as each stage of the review is completed, there is greater likelihood that the team has all of the data necessary to successfully handle personnel changes. NOTE: Shared storage spaces such as Dropbox and Google drive are attached to an individual’s account and storage capacity so consideration needs to be given as to who should be the primary account holder for the shared storage space, and how data will be transferred to another account if that person leaves the team.", "type"=>"guidance", "versionable_id"=>"7c53d22a-4372-47a6-a4b2-f230c0aa2f25"}) +Question.create({"id"=>73889, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>23914, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"9c64e08e-983d-4166-8b1b-19eec17ead9b"}) +Annotation.create({"id"=>69701, "question_id"=>73889, "org_id"=>8, "text"=>"Consider the cost of systematic review management software and citation management software if you are applying for a grant, as well as the cost for shared storage space, if needed. What training do you or your team need to ensure that everyone is able to adhere to the processes/policies outlined in the data management plan? ", "type"=>"guidance", "versionable_id"=>"eb5dde84-85fb-48d4-8aa8-1c586eb9d2cb"}) +Section.create({"id"=>23915, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>7, "phase_id"=>3770, "modifiable"=>true, "versionable_id"=>"2c9e65b4-3d96-4e85-9e03-10c35d3cb746"}) +Question.create({"id"=>73890, "text"=>"If your project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>23915, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"9ea9f2cb-a445-492a-9609-3a607afb0c25"}) +Annotation.create({"id"=>69702, "question_id"=>73890, "org_id"=>8, "text"=>"Most reviews do not include sensitive data, but if you are using individual patient-level data in your meta-analysis there may be data sharing agreements that are required between institutions. These approvals require coordination with the legal teams between multiple institutions and will necessitate secure data management practices. This type of data will not be open for sharing. Sensitive data should never be shared via email or cloud storage services such as Dropbox.", "type"=>"guidance", "versionable_id"=>"3c2e2065-1523-40a1-be22-f86d43044517"}) +Question.create({"id"=>73891, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>23915, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"90a20a96-eb7f-4cb7-a9cd-6d2b45284c6c"}) +Annotation.create({"id"=>69703, "question_id"=>73891, "org_id"=>8, "text"=>"Systematic reviews generally do not generate sensitive data, however, it may be useful for different readers (e.g., funders, ethics boards) if you explicitly indicate that you do not expect to generate sensitive data.", "type"=>"guidance", "versionable_id"=>"35637df8-7976-410a-aa66-de8d7a8e8722"}) +Question.create({"id"=>73892, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>23915, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"8b233ea9-04ed-4453-8f6c-fc3e7b380732"}) +Annotation.create({"id"=>69704, "question_id"=>73892, "org_id"=>8, "text"=>"Be aware that PDF articles and even database records used in your review may be subject to copyright. You can store them in your group project space, but they should not be shared as part of your open dataset.
\r\nIf you are reusing others’ published datasets as part of your meta-analysis, ensure that you are complying with any applicable licences on the original dataset, and properly cite that dataset.
", "type"=>"guidance", "versionable_id"=>"a031e6c2-0cc4-4b67-ab7f-da6f74dd4791"}) +Template.create!({"id"=>3958, "title"=>"Alliance Template", "description"=>"This is the generic DMP template for Portage.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>true, "version"=>2, "visibility"=>1, "customization_of"=>nil, "family_id"=>878086536, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>4025, "title"=>"Alliance Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3958, "modifiable"=>true, "versionable_id"=>"061b1c99-eb12-4550-be0b-445b1b77fe79"}) +Section.create({"id"=>25283, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organisation – factors that will improve the usability of your data and contribute to the success of your project.", "number"=>1, "phase_id"=>4025, "modifiable"=>true, "versionable_id"=>"a9f6cae1-7d62-4959-ab4f-40d968550b5b"}) +Question.create({"id"=>77759, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>25283, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"ce1a261f-1b7d-453f-8fd0-669685be1fa0"}) +Annotation.create({"id"=>73948, "question_id"=>77759, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>"91c8604b-655b-47cd-b394-45b75f5dfc5d"}) +Question.create({"id"=>77760, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>25283, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"1849c3af-003d-49a6-82d0-7e84a31cc34d"}) +Annotation.create({"id"=>73949, "question_id"=>77760, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"d985ddbc-534b-437d-bfed-0ef36b6adef9"}) +Question.create({"id"=>77761, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>25283, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"aa6e7a0e-0618-412d-96d5-33229db0a7ae"}) +Annotation.create({"id"=>73950, "question_id"=>77761, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"c1018711-100c-48ee-b20a-324ebe06fc60"}) +Section.create({"id"=>25284, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>4025, "modifiable"=>true, "versionable_id"=>"232dc857-e0a6-4f21-ab49-5fc1b774f47e"}) +Question.create({"id"=>77762, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>25284, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"699da8a5-cf78-47d7-afc1-8e34361ba151"}) +Annotation.create({"id"=>73951, "question_id"=>77762, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>"ac58f884-5082-4155-aaa1-cfb3bf105ae1"}) +Question.create({"id"=>77763, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>25284, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"b8eb5119-07a6-4d55-a1d2-ae56f31d3303"}) +Annotation.create({"id"=>73952, "question_id"=>77763, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>"a82bbe4d-2e23-4acb-991b-69b79d5ba5c9"}) +Question.create({"id"=>77764, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.
", "default_value"=>nil, "number"=>3, "section_id"=>25284, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"9764c800-f963-4427-b27c-b145af948397"}) +Annotation.create({"id"=>73953, "question_id"=>77764, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
\r\nDataset documentation may also include a controlled vocabulary, which is a standardized list of terminology for describing information. Examples of controlled vocabularies include the Library of Congress Subject Headings (LCSH) or NASA’s Global Change Master Directory (GCMD) Keywords.
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>"d7cca20d-3de7-4df2-80bc-e319f7d45fb1"}) +Section.create({"id"=>25285, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>4025, "modifiable"=>true, "versionable_id"=>"e373933f-bbd6-40a5-a0bd-74aade0a0789"}) +Question.create({"id"=>77765, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>25285, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"ba6ff152-5b47-4b8d-aadd-cdcc31bdd127"}) +Annotation.create({"id"=>73954, "question_id"=>77765, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>"3a0cde46-8f69-4e1c-844c-976062a0d3fb"}) +Question.create({"id"=>77766, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>25285, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"57316b98-b809-4013-96e6-771ebf4df275"}) +Annotation.create({"id"=>73955, "question_id"=>77766, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>"4a732577-68b4-4eba-b1af-f045e7e906a0"}) +Question.create({"id"=>77767, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>25285, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"f4d5b796-a2e3-4270-9e69-938a574bd8eb"}) +Annotation.create({"id"=>73956, "question_id"=>77767, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>"25285b93-30fb-4268-a56d-c5386f66ed76"}) +Section.create({"id"=>25286, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>4025, "modifiable"=>true, "versionable_id"=>"d51c3b68-bff0-47fc-8986-365fb6caffbd"}) +Question.create({"id"=>77768, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>25286, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"6894a485-ec1a-478e-acfe-1426bb7eff19"}) +Annotation.create({"id"=>73957, "question_id"=>77768, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>"68d7c3c6-ab26-4814-b894-27e0eb452d2e"}) +Question.create({"id"=>77769, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>25286, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"9ae11c8f-232d-4e70-ae19-f178b4ba6280"}) +Annotation.create({"id"=>73958, "question_id"=>77769, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"68279813-f647-420a-9c1b-f77fa06d5b04"}) +Section.create({"id"=>25287, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>4025, "modifiable"=>true, "versionable_id"=>"34ea498e-4b0d-4b28-8188-410ce1a0c816"}) +Question.create({"id"=>77770, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>25287, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"b2d259f1-e630-4fe0-ad86-f79c44fa939d"}) +Annotation.create({"id"=>73959, "question_id"=>77770, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>"2975251a-8d83-4c86-bb33-cab2427f2bda"}) +Question.create({"id"=>77771, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>25287, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"f9c385c6-075b-4502-bc08-3877ac5d6707"}) +Annotation.create({"id"=>73960, "question_id"=>77771, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>"6b679158-8b52-49e2-9d47-27ec30b0b892"}) +Question.create({"id"=>77772, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>25287, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"71590c31-8ab9-4a0f-8730-dcbda95e4285"}) +Annotation.create({"id"=>73961, "question_id"=>77772, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>"f7c3c30d-76bb-4b3c-aa89-b89e79328430"}) +Section.create({"id"=>25288, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>4025, "modifiable"=>true, "versionable_id"=>"01f60403-fd2d-413c-b0d7-3ed260c63c9d"}) +Question.create({"id"=>77773, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>25288, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"a7d13021-4e8d-4d76-bb24-b7c59483b99e"}) +Annotation.create({"id"=>73962, "question_id"=>77773, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>"a2a59f33-d00c-4b15-88a8-04fd2add04cf"}) +Question.create({"id"=>77774, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>25288, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"b9b1727e-4dfe-47fb-87e6-33af1072a781"}) +Annotation.create({"id"=>73963, "question_id"=>77774, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>"d3c2143c-f345-444d-afc8-ca7735ca3366"}) +Question.create({"id"=>77775, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>25288, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"d9a79c64-16cf-487c-9931-49c4d04c5a15"}) +Annotation.create({"id"=>73964, "question_id"=>77775, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>"c8a3fa9c-bd78-4f96-9fff-c41aa52bc861"}) +Section.create({"id"=>25289, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>4025, "modifiable"=>true, "versionable_id"=>"e371d419-eeb7-41fc-adcb-3cf5e2c59837"}) +Question.create({"id"=>77776, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>25289, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"0624e7e3-a3d4-4c3a-a0f9-18a24e9c6a89"}) +Annotation.create({"id"=>73965, "question_id"=>77776, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>"5bef664c-cd6d-40e1-be67-3a4412e8cf98"}) +Question.create({"id"=>77777, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>25289, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"a7bd93db-135b-4948-91f5-8d60b7881a19"}) +Annotation.create({"id"=>73966, "question_id"=>77777, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>"e59976c2-543c-499a-8614-5b711b645bb1"}) +Question.create({"id"=>77778, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>25289, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"18be4a00-39ec-487f-a75d-b8f25764f19d"}) +Annotation.create({"id"=>73967, "question_id"=>77778, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"f944885d-b1e4-4f83-ba16-cda078909fec"}) +Template.create!({"org_id"=>1432, "title"=>"Alliance Template-Test1", "id"=>4007, "description"=>"This is the generic DMP template for Portage.
", "published"=>false, "locale"=>"en-CA", "is_default"=>false, "version"=>2, "visibility"=>0, "customization_of"=>878086536, "family_id"=>95454352, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>4089, "title"=>"Alliance Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>4007, "modifiable"=>false, "versionable_id"=>"061b1c99-eb12-4550-be0b-445b1b77fe79"}) +Section.create({"id"=>25584, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organisation – factors that will improve the usability of your data and contribute to the success of your project.", "number"=>1, "phase_id"=>4089, "modifiable"=>false, "versionable_id"=>"a9f6cae1-7d62-4959-ab4f-40d968550b5b"}) +Question.create({"id"=>78509, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>25584, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ce1a261f-1b7d-453f-8fd0-669685be1fa0"}) +Annotation.create({"id"=>74881, "question_id"=>78509, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>"91c8604b-655b-47cd-b394-45b75f5dfc5d"}) +Question.create({"id"=>78510, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>25584, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1849c3af-003d-49a6-82d0-7e84a31cc34d"}) +Annotation.create({"id"=>74882, "question_id"=>78510, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"d985ddbc-534b-437d-bfed-0ef36b6adef9"}) +Question.create({"id"=>78511, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>25584, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"aa6e7a0e-0618-412d-96d5-33229db0a7ae"}) +Annotation.create({"id"=>74883, "question_id"=>78511, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"c1018711-100c-48ee-b20a-324ebe06fc60"}) +Section.create({"id"=>25585, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>4089, "modifiable"=>false, "versionable_id"=>"232dc857-e0a6-4f21-ab49-5fc1b774f47e"}) +Question.create({"id"=>78512, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>25585, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"699da8a5-cf78-47d7-afc1-8e34361ba151"}) +Annotation.create({"id"=>74884, "question_id"=>78512, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>"ac58f884-5082-4155-aaa1-cfb3bf105ae1"}) +Question.create({"id"=>78513, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>25585, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b8eb5119-07a6-4d55-a1d2-ae56f31d3303"}) +Annotation.create({"id"=>74885, "question_id"=>78513, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>"a82bbe4d-2e23-4acb-991b-69b79d5ba5c9"}) +Question.create({"id"=>78514, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.
", "default_value"=>nil, "number"=>3, "section_id"=>25585, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9764c800-f963-4427-b27c-b145af948397"}) +Annotation.create({"id"=>74886, "question_id"=>78514, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
\r\nDataset documentation may also include a controlled vocabulary, which is a standardized list of terminology for describing information. Examples of controlled vocabularies include the Library of Congress Subject Headings (LCSH) or NASA’s Global Change Master Directory (GCMD) Keywords.
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>"d7cca20d-3de7-4df2-80bc-e319f7d45fb1"}) +Section.create({"id"=>25586, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>4089, "modifiable"=>false, "versionable_id"=>"e373933f-bbd6-40a5-a0bd-74aade0a0789"}) +Question.create({"id"=>78515, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>25586, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ba6ff152-5b47-4b8d-aadd-cdcc31bdd127"}) +Annotation.create({"id"=>74887, "question_id"=>78515, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>"3a0cde46-8f69-4e1c-844c-976062a0d3fb"}) +Question.create({"id"=>78516, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>25586, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"57316b98-b809-4013-96e6-771ebf4df275"}) +Annotation.create({"id"=>74888, "question_id"=>78516, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>"4a732577-68b4-4eba-b1af-f045e7e906a0"}) +Question.create({"id"=>78517, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>25586, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f4d5b796-a2e3-4270-9e69-938a574bd8eb"}) +Annotation.create({"id"=>74889, "question_id"=>78517, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>"25285b93-30fb-4268-a56d-c5386f66ed76"}) +Section.create({"id"=>25587, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>4089, "modifiable"=>false, "versionable_id"=>"d51c3b68-bff0-47fc-8986-365fb6caffbd"}) +Question.create({"id"=>78518, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>25587, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6894a485-ec1a-478e-acfe-1426bb7eff19"}) +Annotation.create({"id"=>74890, "question_id"=>78518, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>"68d7c3c6-ab26-4814-b894-27e0eb452d2e"}) +Question.create({"id"=>78519, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>25587, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9ae11c8f-232d-4e70-ae19-f178b4ba6280"}) +Annotation.create({"id"=>74891, "question_id"=>78519, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"68279813-f647-420a-9c1b-f77fa06d5b04"}) +Section.create({"id"=>25588, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>4089, "modifiable"=>false, "versionable_id"=>"34ea498e-4b0d-4b28-8188-410ce1a0c816"}) +Question.create({"id"=>78520, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>25588, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b2d259f1-e630-4fe0-ad86-f79c44fa939d"}) +Annotation.create({"id"=>74892, "question_id"=>78520, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>"2975251a-8d83-4c86-bb33-cab2427f2bda"}) +Question.create({"id"=>78521, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>25588, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f9c385c6-075b-4502-bc08-3877ac5d6707"}) +Annotation.create({"id"=>74893, "question_id"=>78521, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>"6b679158-8b52-49e2-9d47-27ec30b0b892"}) +Question.create({"id"=>78522, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>25588, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"71590c31-8ab9-4a0f-8730-dcbda95e4285"}) +Annotation.create({"id"=>74894, "question_id"=>78522, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>"f7c3c30d-76bb-4b3c-aa89-b89e79328430"}) +Section.create({"id"=>25589, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>4089, "modifiable"=>false, "versionable_id"=>"01f60403-fd2d-413c-b0d7-3ed260c63c9d"}) +Question.create({"id"=>78523, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>25589, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7d13021-4e8d-4d76-bb24-b7c59483b99e"}) +Annotation.create({"id"=>74895, "question_id"=>78523, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>"a2a59f33-d00c-4b15-88a8-04fd2add04cf"}) +Question.create({"id"=>78524, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>25589, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b9b1727e-4dfe-47fb-87e6-33af1072a781"}) +Annotation.create({"id"=>74896, "question_id"=>78524, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>"d3c2143c-f345-444d-afc8-ca7735ca3366"}) +Question.create({"id"=>78525, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>25589, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d9a79c64-16cf-487c-9931-49c4d04c5a15"}) +Annotation.create({"id"=>74897, "question_id"=>78525, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>"c8a3fa9c-bd78-4f96-9fff-c41aa52bc861"}) +Section.create({"id"=>25590, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>4089, "modifiable"=>false, "versionable_id"=>"e371d419-eeb7-41fc-adcb-3cf5e2c59837"}) +Question.create({"id"=>78526, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>25590, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0624e7e3-a3d4-4c3a-a0f9-18a24e9c6a89"}) +Annotation.create({"id"=>74898, "question_id"=>78526, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>"5bef664c-cd6d-40e1-be67-3a4412e8cf98"}) +Question.create({"id"=>78527, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>25590, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7bd93db-135b-4948-91f5-8d60b7881a19"}) +Annotation.create({"id"=>74899, "question_id"=>78527, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>"e59976c2-543c-499a-8614-5b711b645bb1"}) +Question.create({"id"=>78528, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>25590, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"18be4a00-39ec-487f-a75d-b8f25764f19d"}) +Annotation.create({"id"=>74900, "question_id"=>78528, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"f944885d-b1e4-4f83-ba16-cda078909fec"}) +Template.create!({"org_id"=>69, "title"=>"Alliance Template-Test2", "id"=>4059, "description"=>"This is the generic DMP template for Portage.
", "published"=>false, "locale"=>"en-CA", "is_default"=>false, "version"=>1, "visibility"=>0, "customization_of"=>878086536, "family_id"=>35309979, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) +Phase.create({"id"=>4143, "title"=>"Alliance Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>4059, "modifiable"=>false, "versionable_id"=>"061b1c99-eb12-4550-be0b-445b1b77fe79"}) +Section.create({"id"=>25733, "title"=>"Introductory Guidance", "description"=>"Before beginning to develop your data management plan (DMP) you should always consider as applicable:
\r\nPolicies & requirements:
\r\nEnsure that you are familiar with, and that your proposed research data management practices abide by, any relevant and applicable policies and requirements, including funder and organizational requirements, ethical requirements (such as TCPS2), and publisher or journal policies.
\r\nGuiding Principles:
\r\nConsider how your data management practices will appropriately support the tenets of open science, including FAIROpens in a new window, a set of guiding principles focused towards making data findable, accessible, interoperable, and reusable. Information and resources relating to the FAIR principles can be found at the GOFAIR website at: https://www.go-fair.org/fair-principles/
\r\nIndigenous data governance:
\r\nIf your research engages with or involves Indigenous communities in any way, be aware of and consider your obligations under policy and ethical guidelines, including best practices and requirements for conducting Indigenous research as outlined by Tri-Agency frameworks and, as applicable, institutional policies. Ideally, a data management plan should be co-developed with the Indigenous communities that your research involves.
\r\nSome notable guiding principles and resources that you may find useful to refer to include:
\r\nOther community specific resources may be available as they relate to your research. Connecting with Indigenous communities and consulting resources early will help to ensure your project incorporates best practices relating to Indigenous data sovereignty from the start.
\r\nResponsibilities & resources:
\r\nConsider who will be responsible for various aspects of research data management, including such things as data collection and/or acquisition, analysis, storage and security, and long-term data stewardship. Depending upon your project’s needs, responsibilities may be assigned to specific individuals or be shared, including by the principal investigator, co-investigators, research staff, trainees, another individual, or an organization.
\r\nYou should also consider what resources may be required in order to meet your project’s data management needs, including if dedicated positions or outsourcing of tasks is required, and how these costs will be met. Building data management support into your research budget will help to ensure that your project’s needs are met.
", "number"=>1, "phase_id"=>4143, "modifiable"=>true, "versionable_id"=>"bf32fbb5-45f5-433b-9e0e-227af5eb8ab8"}) +Question.create({"id"=>78855, "text"=>"Introductory Guidance
", "default_value"=>nil, "number"=>1, "section_id"=>25733, "question_format_id"=>1, "option_comment_display"=>false, "modifiable"=>nil, "versionable_id"=>"7645a67a-3b1f-415f-b56e-a4aa1f29f749"}) +QuestionOption.create({"id"=>4851, "question_id"=>78855, "text"=>"I understand.", "number"=>1, "is_default"=>false, "versionable_id"=>"6ca9e650-c144-424d-a14c-cbba30de8de7"}) +Annotation.create({"id"=>75315, "question_id"=>78855, "org_id"=>968, "text"=>"TRU Library guide for RDM, including key individuals and departments at TRU who can help with the RDM process.
\r\nIf you have any specific questions that you would like to be addressed by a librarian if/when you request feedback, please indicate here.
\r\nIf you have questions about this DMP platform, any of the questions in this DMP template, or about ways to manage your research data, please reach out to the TRU Library.
", "type"=>"guidance", "versionable_id"=>"d38a05f0-6b1a-4613-9ccf-1c13c3b08f8b"}) +Section.create({"id"=>25734, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organisation – factors that will improve the usability of your data and contribute to the success of your project.", "number"=>2, "phase_id"=>4143, "modifiable"=>false, "versionable_id"=>"a9f6cae1-7d62-4959-ab4f-40d968550b5b"}) +Question.create({"id"=>78856, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>25734, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ce1a261f-1b7d-453f-8fd0-669685be1fa0"}) +Annotation.create({"id"=>75280, "question_id"=>78856, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>"91c8604b-655b-47cd-b394-45b75f5dfc5d"}) +Question.create({"id"=>78857, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>25734, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1849c3af-003d-49a6-82d0-7e84a31cc34d"}) +Annotation.create({"id"=>75281, "question_id"=>78857, "org_id"=>968, "text"=>"Consider implementing measures to ensure the accessibility of data, and clarify the formats in which data will be stored to ensure that they are compatible with community infrastructure (including access to the internet and other technologies), and accessibility supports. For example, documents should be stored in formats that allow for text-to-speech software (i.e., not as images) to support access for low-visioned users.
", "type"=>"guidance", "versionable_id"=>"0cbc2319-72a3-409f-8ddd-d836d72e8557"}) +Annotation.create({"id"=>75282, "question_id"=>78857, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"d985ddbc-534b-437d-bfed-0ef36b6adef9"}) +Question.create({"id"=>78858, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>25734, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"aa6e7a0e-0618-412d-96d5-33229db0a7ae"}) +Annotation.create({"id"=>75283, "question_id"=>78858, "org_id"=>968, "text"=>"You do not have to outline your entire file naming and version control plan in a DMP, but having a plan for these processes from the beginning of the research project will greatly help the entire research team. A good practice is to have a readme file that is accessible to everyone on the research team with the organizational conventions and procedures so that everyone follows the same guidelines. The same is true when it comes to the data themselves as well.
\r\nSee this part of the TRU RDM LibGuide for more about file naming and versioning.
", "type"=>"guidance", "versionable_id"=>"83dcaec2-25c2-4000-8651-faa2cd2c59ba"}) +Annotation.create({"id"=>75284, "question_id"=>78858, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"c1018711-100c-48ee-b20a-324ebe06fc60"}) +Section.create({"id"=>25735, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>3, "phase_id"=>4143, "modifiable"=>false, "versionable_id"=>"232dc857-e0a6-4f21-ab49-5fc1b774f47e"}) +Question.create({"id"=>78859, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>25735, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"699da8a5-cf78-47d7-afc1-8e34361ba151"}) +Annotation.create({"id"=>75285, "question_id"=>78859, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>"ac58f884-5082-4155-aaa1-cfb3bf105ae1"}) +Question.create({"id"=>78860, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>25735, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b8eb5119-07a6-4d55-a1d2-ae56f31d3303"}) +Annotation.create({"id"=>75286, "question_id"=>78860, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>"a82bbe4d-2e23-4acb-991b-69b79d5ba5c9"}) +Question.create({"id"=>78861, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.
", "default_value"=>nil, "number"=>3, "section_id"=>25735, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9764c800-f963-4427-b27c-b145af948397"}) +Annotation.create({"id"=>75287, "question_id"=>78861, "org_id"=>968, "text"=>"If you are not using a metadata standard, explain how you will ensure consistency in your documentation.
", "type"=>"guidance", "versionable_id"=>"8eb16e28-8752-4ada-bc49-833cff6a6e88"}) +Annotation.create({"id"=>75288, "question_id"=>78861, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
\r\nDataset documentation may also include a controlled vocabulary, which is a standardized list of terminology for describing information. Examples of controlled vocabularies include the Library of Congress Subject Headings (LCSH) or NASA’s Global Change Master Directory (GCMD) Keywords.
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>"d7cca20d-3de7-4df2-80bc-e319f7d45fb1"}) +Section.create({"id"=>25736, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>4, "phase_id"=>4143, "modifiable"=>false, "versionable_id"=>"e373933f-bbd6-40a5-a0bd-74aade0a0789"}) +Question.create({"id"=>78862, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>25736, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ba6ff152-5b47-4b8d-aadd-cdcc31bdd127"}) +Annotation.create({"id"=>75289, "question_id"=>78862, "org_id"=>968, "text"=>"Understanding how much space you will need for your data is one of the pieces of information you will need to determine what your data storage solutions can be.
\r\nLearn more about TRU IT Services' options for TRU researchers here.
", "type"=>"guidance", "versionable_id"=>"423c6fec-29e1-4529-9a8f-85d85bbfdc47"}) +Annotation.create({"id"=>75290, "question_id"=>78862, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>"3a0cde46-8f69-4e1c-844c-976062a0d3fb"}) +Question.create({"id"=>78863, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>25736, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"57316b98-b809-4013-96e6-771ebf4df275"}) +Annotation.create({"id"=>75291, "question_id"=>78863, "org_id"=>968, "text"=>"IT Services at TRU is one of your best options for data storage, as they can ensure that storage meets privacy and space needs. Whenever possible, reach out in advance of your storage needs so that there is sufficient time.
\r\nLearn more about TRU IT Services' options for TRU researchers here.
\r\nIf you are using external software to store your data, it may need to go through a privacy assessment (approximately 3-4 weeks). Contact Information Security at TRU for more details.
\r\n\r\n
Plan how research data will be stored and backed up throughout and beyond the research project. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.
\r\n", "type"=>"guidance", "versionable_id"=>"ec27c771-2ebd-4fe0-ac41-f5226e0a8fed"}) +Annotation.create({"id"=>75292, "question_id"=>78863, "org_id"=>8, "text"=>"
The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>"4a732577-68b4-4eba-b1af-f045e7e906a0"}) +Question.create({"id"=>78864, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>25736, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f4d5b796-a2e3-4270-9e69-938a574bd8eb"}) +Annotation.create({"id"=>75293, "question_id"=>78864, "org_id"=>968, "text"=>"If all team members are members of the TRU community (i.e. students/employees), they will have access to TRU systems. If team members are from different institutions, additional steps may need to be taken to ensure that everyone can have secure access to the data.
\r\nLearn more about TRU IT Services' options for TRU researchers here.
", "type"=>"guidance", "versionable_id"=>"f50ad3b2-76cb-44ff-8d8f-2f0b10a59de8"}) +Annotation.create({"id"=>75294, "question_id"=>78864, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>"25285b93-30fb-4268-a56d-c5386f66ed76"}) +Section.create({"id"=>25737, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>5, "phase_id"=>4143, "modifiable"=>false, "versionable_id"=>"d51c3b68-bff0-47fc-8986-365fb6caffbd"}) +Question.create({"id"=>78865, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>25737, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6894a485-ec1a-478e-acfe-1426bb7eff19"}) +Annotation.create({"id"=>75295, "question_id"=>78865, "org_id"=>968, "text"=>"For non-sensitive data, TRU Library recommends Borealis Data Repository (formerly Scholar's Portal Dataverse). This will give your data a DOI, let you choose how people can access the data, and meet various funder requirements.
\r\n\r\nTRU Borealis guide and policies.
\r\nData preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that they remain usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g., raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g., transcripts instead of audio interviews)
", "type"=>"guidance", "versionable_id"=>"a0c30544-19ed-4deb-ac25-b1fa14649075"}) +Annotation.create({"id"=>75296, "question_id"=>78865, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>"68d7c3c6-ab26-4814-b894-27e0eb452d2e"}) +Question.create({"id"=>78866, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>25737, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9ae11c8f-232d-4e70-ae19-f178b4ba6280"}) +Annotation.create({"id"=>75297, "question_id"=>78866, "org_id"=>968, "text"=>"TRU Library's sensitive data guide.
\r\nAdditional de-identification guidance.
", "type"=>"guidance", "versionable_id"=>"0ed92e88-f1c8-4ff1-8e16-dac4931ed8a7"}) +Annotation.create({"id"=>75298, "question_id"=>78866, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"68279813-f647-420a-9c1b-f77fa06d5b04"}) +Section.create({"id"=>25738, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>6, "phase_id"=>4143, "modifiable"=>false, "versionable_id"=>"34ea498e-4b0d-4b28-8188-410ce1a0c816"}) +Question.create({"id"=>78867, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>25738, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b2d259f1-e630-4fe0-ad86-f79c44fa939d"}) +Annotation.create({"id"=>75299, "question_id"=>78867, "org_id"=>968, "text"=>"Provide a clear explanation if data cannot be responsibly and ethically shared; do not simply state that they will not be shared. For example, some community partner requirements may not allow the sharing of data (e.g., Indigenous traditional or sacred knowledge). Explain the context and outline the plan.
\r\nIt may be necessary or desirable to restrict access to your data for a limited time or to a limited number of people, for:
\r\nStrategies to mitigate these issues may include:
\r\nRaw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>"2975251a-8d83-4c86-bb33-cab2427f2bda"}) +Question.create({"id"=>78868, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>25738, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f9c385c6-075b-4502-bc08-3877ac5d6707"}) +Annotation.create({"id"=>75301, "question_id"=>78868, "org_id"=>968, "text"=>"\r\n", "type"=>"guidance", "versionable_id"=>"66ec0f33-f111-4026-8dd3-3525782adbcc"}) +Annotation.create({"id"=>75302, "question_id"=>78868, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>"6b679158-8b52-49e2-9d47-27ec30b0b892"}) +Question.create({"id"=>78869, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>25738, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"71590c31-8ab9-4a0f-8730-dcbda95e4285"}) +Annotation.create({"id"=>75303, "question_id"=>78869, "org_id"=>968, "text"=>"Datasets published in Borealis will be assigned a DOI.
", "type"=>"guidance", "versionable_id"=>"b0b13165-fc42-4d1f-8114-b0875947218e"}) +Annotation.create({"id"=>75304, "question_id"=>78869, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>"f7c3c30d-76bb-4b3c-aa89-b89e79328430"}) +Section.create({"id"=>25739, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>7, "phase_id"=>4143, "modifiable"=>false, "versionable_id"=>"01f60403-fd2d-413c-b0d7-3ed260c63c9d"}) +Question.create({"id"=>78870, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>25739, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7d13021-4e8d-4d76-bb24-b7c59483b99e"}) +Annotation.create({"id"=>75305, "question_id"=>78870, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>"a2a59f33-d00c-4b15-88a8-04fd2add04cf"}) +Question.create({"id"=>78871, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>25739, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b9b1727e-4dfe-47fb-87e6-33af1072a781"}) +Annotation.create({"id"=>75306, "question_id"=>78871, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>"d3c2143c-f345-444d-afc8-ca7735ca3366"}) +Question.create({"id"=>78872, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>25739, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d9a79c64-16cf-487c-9931-49c4d04c5a15"}) +Annotation.create({"id"=>75307, "question_id"=>78872, "org_id"=>968, "text"=>"Use of Library-provided resources such as Borealis and TRUSpace are free for TRU faculty, students, and staff, as they are funded by the TRU Library.
\r\nDepending on active storage needs, IT Services may be able to provide a solution that is within existing TRU infrastructure, but if large amounts of storage are needed or otherwise unique circumstances exist, there may be additional costs.
", "type"=>"guidance", "versionable_id"=>"332419dd-9e0e-44c6-af7f-83bd2b0e9c2c"}) +Annotation.create({"id"=>75308, "question_id"=>78872, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>"c8a3fa9c-bd78-4f96-9fff-c41aa52bc861"}) +Section.create({"id"=>25740, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>8, "phase_id"=>4143, "modifiable"=>false, "versionable_id"=>"e371d419-eeb7-41fc-adcb-3cf5e2c59837"}) +Question.create({"id"=>78873, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>25740, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0624e7e3-a3d4-4c3a-a0f9-18a24e9c6a89"}) +Annotation.create({"id"=>75309, "question_id"=>78873, "org_id"=>968, "text"=>"If you have already filled out an REB application, this question is linked to 7.1, and you may have addressed this in 2.2 as well.
\r\n", "type"=>"guidance", "versionable_id"=>"40c273a7-6594-48a4-9ca1-4bba075e8ae8"}) +Annotation.create({"id"=>75310, "question_id"=>78873, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>"5bef664c-cd6d-40e1-be67-3a4412e8cf98"}) +Question.create({"id"=>78874, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>25740, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7bd93db-135b-4948-91f5-8d60b7881a19"}) +Annotation.create({"id"=>75311, "question_id"=>78874, "org_id"=>968, "text"=>"If you have already filled out an REB application, this question is related to 7.5, and section 5 about consent.
", "type"=>"guidance", "versionable_id"=>"9e40f684-a525-45f9-9e75-86e637c5edc9"}) +Annotation.create({"id"=>75312, "question_id"=>78874, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>"e59976c2-543c-499a-8614-5b711b645bb1"}) +Question.create({"id"=>78875, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>25740, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"18be4a00-39ec-487f-a75d-b8f25764f19d"}) +Annotation.create({"id"=>75313, "question_id"=>78875, "org_id"=>968, "text"=>"Build in consultations with impacted communities throughout the life of a project and consider data sovereignty and community ownership, where applicable. Co-develop the DMP with these communities. Indicate if these communities have agreed to the data management strategies and how they will be involved in the management of the data.
", "type"=>"guidance", "versionable_id"=>"c303c8ee-203a-44e5-a24a-375af429a9f5"}) +Annotation.create({"id"=>75314, "question_id"=>78875, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"f944885d-b1e4-4f83-ba16-cda078909fec"}) diff --git a/db/seeds/production/seeds_4.rb b/db/seeds/production/seeds_4.rb new file mode 100644 index 0000000000..278ece31ed --- /dev/null +++ b/db/seeds/production/seeds_4.rb @@ -0,0 +1,84 @@ +# frozen_string_literal: true + +# One super admin for the default org +# One funder Admin for the funder organization and an Org admin and User for the institutional organization +# ------------------------------------------------------- +# Admins are created 5 years ago +pwd = Rails.application.secrets.user_password.to_s # pwd for regular user +default_org = Org.find(Rails.application.config.default_funder_id) +english_test_org = Org.find_by!(abbreviation: 'IEO') +french_test_org = Org.find_by!(abbreviation: 'OEO') +english = Language.find_by!(abbreviation: 'en-CA') +french = Language.find_by!(abbreviation: 'fr-CA') + +admin_users = [ + { email: 'dmp.super.admin@engagedri.ca', + firstname: 'Super', + surname: 'Admin', + password: pwd, + password_confirmation: pwd, + org: default_org, + language: english, + perms: Perm.all, + accept_terms: true, + api_token: Org.column_defaults['api_token'], + confirmed_at: 5.years.ago, + created_at: 5.years.ago, + active: 1 }, + { email: 'dmp.test.user.admin@engagedri.ca', + firstname: 'Test', + surname: 'User', + password: pwd, + password_confirmation: pwd, + org: english_test_org, + language: english, + perms: Perm.where.not(name: %w[admin add_organisations change_org_affiliation grant_api_to_orgs]), + accept_terms: true, + api_token: Org.column_defaults['api_token'], + confirmed_at: 5.years.ago, + created_at: 5.years.ago, + active: 1 }, + { email: 'dmp.utilisateur.test.admin@engagedri.ca', + firstname: 'Utilisateur', + surname: 'test', + password: pwd, + password_confirmation: pwd, + language: french, + org: french_test_org, + perms: Perm.where.not(name: %w[admin add_organisations change_org_affiliation grant_api_to_orgs]), + accept_terms: true, + api_token: Org.column_defaults['api_token'], + confirmed_at: 5.years.ago, + created_at: 5.years.ago, + active: 1 } +] +admin_users.each { |u| User.create(u) } + +# Some existing users for statistics. Creation times are within 12 months +user_groups = [{ org: default_org, language: english }, + { org: english_test_org, language: english }, + { org: french_test_org, language: french }] + +# Create 60 users (20 for each user_group) +user_groups.each_with_index do |group, group_index| + (1..20).each do |i| + # index is unique for each user (1 thru 60) + index = i + (20 * group_index) + firstname = "tester#{index}" + user = { + email: "#{firstname}@test.ca", + firstname: firstname, + surname: 'Test', + password: pwd, + password_confirmation: pwd, + org: group[:org], + language: group[:language], + perms: [], + accept_terms: true, + confirmed_at: rand(1...12).month.ago, + created_at: rand(1...12).month.ago, + active: 1 + } + User.create!(user) + end +end diff --git a/db/seeds/production/seeds_5.rb b/db/seeds/production/seeds_5.rb new file mode 100644 index 0000000000..f87dd91a6d --- /dev/null +++ b/db/seeds/production/seeds_5.rb @@ -0,0 +1,34 @@ +Plan.create({"id"=>20, "title"=>"Test Plan 0", "template_id"=>3925, "identifier"=>"123ABC", "description"=>"Adipisci aut tempore est.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>nil, "grant_id"=>2252, "research_domain_id"=>nil, "ethical_issues"=>true, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) +Role.create({"id"=>22, "user_id"=>1, "plan_id"=>20, "access"=>15, "active"=>true}) +Role.create({"id"=>24, "user_id"=>1, "plan_id"=>20, "access"=>14, "active"=>true}) +Plan.create({"id"=>21, "title"=>"Test Plan 1", "template_id"=>3925, "identifier"=>"asg987", "description"=>"Consequatur omnis ea ipsam.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>nil, "grant_id"=>2253, "research_domain_id"=>nil, "ethical_issues"=>true, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) +Role.create({"id"=>26, "user_id"=>1, "plan_id"=>21, "access"=>15, "active"=>true}) +Plan.create({"id"=>22, "title"=>"Test Plan 2", "template_id"=>3925, "identifier"=>"22", "description"=>"Perferendis quas atque ipsam.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>true, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) +Role.create({"id"=>28, "user_id"=>1, "plan_id"=>22, "access"=>15, "active"=>true}) +Plan.create({"id"=>28, "title"=>"Test Plan 3", "template_id"=>3925, "identifier"=>"123", "description"=>"Quia eligendi earum veritatis.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>true, "org_id"=>8, "funder_id"=>nil, "grant_id"=>2254, "research_domain_id"=>nil, "ethical_issues"=>true, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) +Role.create({"id"=>34, "user_id"=>1, "plan_id"=>28, "access"=>15, "active"=>true}) +Plan.create({"id"=>29, "title"=>"Test Plan 4", "template_id"=>3925, "identifier"=>"RL-00001", "description"=>"Ut est nihil nihil.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>true, "org_id"=>8, "funder_id"=>nil, "grant_id"=>2255, "research_domain_id"=>nil, "ethical_issues"=>true, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) +Role.create({"id"=>35, "user_id"=>1, "plan_id"=>29, "access"=>15, "active"=>true}) +Role.create({"id"=>36, "user_id"=>1, "plan_id"=>29, "access"=>14, "active"=>true}) +Role.create({"id"=>37, "user_id"=>1, "plan_id"=>29, "access"=>12, "active"=>true}) +Role.create({"id"=>38, "user_id"=>1, "plan_id"=>29, "access"=>12, "active"=>true}) +Plan.create({"id"=>30, "title"=>"Test Plan 5", "template_id"=>4007, "identifier"=>"30", "description"=>"Consequatur enim incidunt sed.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>true, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) +Role.create({"id"=>39, "user_id"=>1, "plan_id"=>30, "access"=>15, "active"=>true}) +Plan.create({"id"=>32, "title"=>"Test Plan 6", "template_id"=>4007, "identifier"=>"32", "description"=>"Deleniti saepe sit rerum.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>true, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) +Role.create({"id"=>41, "user_id"=>1, "plan_id"=>32, "access"=>15, "active"=>true}) +Plan.create({"id"=>33, "title"=>"Test Plan 7", "template_id"=>4007, "identifier"=>"000-000-000", "description"=>"Dolores labore occaecati vitae.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>nil, "grant_id"=>2256, "research_domain_id"=>nil, "ethical_issues"=>true, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) +Role.create({"id"=>42, "user_id"=>1, "plan_id"=>33, "access"=>15, "active"=>true}) +Plan.create({"id"=>34, "title"=>"Test Plan 8", "template_id"=>4007, "identifier"=>"34", "description"=>"Magni minus quis in.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>true, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) +Role.create({"id"=>43, "user_id"=>1, "plan_id"=>34, "access"=>15, "active"=>true}) +Plan.create({"id"=>35, "title"=>"Test Plan 9", "template_id"=>4007, "identifier"=>"35", "description"=>"Consequatur nisi corrupti pariatur.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>true, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) +Role.create({"id"=>44, "user_id"=>1, "plan_id"=>35, "access"=>15, "active"=>true}) +Plan.create({"id"=>38, "title"=>"Test Plan 10", "template_id"=>4059, "identifier"=>"38", "description"=>"Autem porro quibusdam voluptas.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>true, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) +Role.create({"id"=>47, "user_id"=>1, "plan_id"=>38, "access"=>15, "active"=>true}) +Plan.create({"id"=>40, "title"=>"Test Plan 11", "template_id"=>4059, "identifier"=>"40", "description"=>"Et et voluptates eos.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>true, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) +Role.create({"id"=>49, "user_id"=>1, "plan_id"=>40, "access"=>15, "active"=>true}) +Plan.create({"id"=>46, "title"=>"Test Plan 12", "template_id"=>4059, "identifier"=>"46", "description"=>"Consectetur ut et omnis.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>true, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) +Role.create({"id"=>55, "user_id"=>1, "plan_id"=>46, "access"=>15, "active"=>true}) +Plan.create({"id"=>52, "title"=>"Test Plan 13", "template_id"=>4059, "identifier"=>"52", "description"=>"Sed commodi voluptas ipsa.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>true, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) +Role.create({"id"=>62, "user_id"=>1, "plan_id"=>52, "access"=>15, "active"=>true}) +Plan.create({"id"=>53, "title"=>"Test Plan 14", "template_id"=>4059, "identifier"=>"53", "description"=>"Rerum deserunt quis et.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>true, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) +Role.create({"id"=>63, "user_id"=>1, "plan_id"=>53, "access"=>15, "active"=>true}) diff --git a/db/seeds/sandbox/seeds_6.rb b/db/seeds/production/seeds_6.rb similarity index 100% rename from db/seeds/sandbox/seeds_6.rb rename to db/seeds/production/seeds_6.rb diff --git a/db/seeds/sandbox/seeds_1.rb b/db/seeds/sandbox/seeds_1.rb deleted file mode 100644 index 83020df6c5..0000000000 --- a/db/seeds/sandbox/seeds_1.rb +++ /dev/null @@ -1,106 +0,0 @@ -Org.create!({"id"=>1, "name"=>"Organisation de test", "abbreviation"=>"OEO", "target_url"=>nil, "is_other"=>false, "display_in_registration"=>true, "logo_uid"=>nil, "logo_name"=>nil, "banner_uid"=>"2016/04/08/15fizpxryz_top_back.png", "banner_name"=>nil, "region_id"=>nil, "language_id"=>2, "contact_email"=>"dmp.utilisateur.test.admin@engagedri.ca", "org_type"=>1, "links"=>{"org"=>[]}, "contact_name"=>"Utilisateur test", "feedback_enabled"=>false, "feedback_msg"=>"Bonjour %{user_name}.
Votre plan \"%{plan_name}\" a été soumis pour commentaires d’un administrateur de votre organisation.
Si vous avez des questions concernant cette action, veuillez communiquer avec nous à %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Bonjour %{user_name}.
Votre plan \"%{plan_name}\" a été soumis pour commentaires d’un administrateur de votre organisation.
Si vous avez des questions concernant cette action, veuillez communiquer avec nous à %{organisation_email}.
Bonjour %{user_name}.
Votre plan \"%{plan_name}\" a été soumis pour commentaires d’un administrateur de votre organisation.
Si vous avez des questions concernant cette action, veuillez communiquer avec nous à %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Bonjour %{user_name}.
Votre plan \"%{plan_name}\" a été soumis pour commentaires d’un administrateur de votre organisation.
Si vous avez des questions concernant cette action, veuillez communiquer avec nous à %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Bonjour %{user_name}.
Votre plan \"%{plan_name}\" a été soumis pour commentaires d’un administrateur de votre organisation.
Si vous avez des questions concernant cette action, veuillez communiquer avec nous à %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Bonjour %{user_name}.
Votre plan \"%{plan_name}\" a été soumis pour commentaires d’un administrateur de votre organisation.
Si vous avez des questions concernant cette action, veuillez communiquer avec nous à %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Bonjour %{user_name}.
Votre plan \"%{plan_name}\" a été soumis pour commentaires d’un administrateur de votre organisation.
Si vous avez des questions concernant cette action, veuillez communiquer avec nous à %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Bonjour %{user_name}.
Votre plan \"%{plan_name}\" a été soumis pour commentaires d’un administrateur de votre organisation.
Si vous avez des questions concernant cette action, veuillez communiquer avec nous à %{organisation_email}.
Bonjour %{user_name}.
Votre plan \"%{plan_name}\" a été soumis pour commentaires d’un administrateur de votre organisation.
Si vous avez des questions concernant cette action, veuillez communiquer avec nous à %{organisation_email}.
Bonjour %{user_name}.
Votre plan \"%{plan_name}\" a été soumis pour commentaires d’un administrateur de votre organisation.
Si vous avez des questions concernant cette action, veuillez communiquer avec nous à %{organisation_email}.
Bonjour %{user_name}.
Votre plan \"%{plan_name}\" a été soumis pour commentaires d’un administrateur de votre organisation.
Si vous avez des questions concernant cette action, veuillez communiquer avec nous à %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Bonjour %{user_name}.
Votre plan \"%{plan_name}\" a été soumis pour commentaires d’un administrateur de votre organisation.
Si vous avez des questions concernant cette action, veuillez communiquer avec nous à %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
If you have questions pertaining to this action, please contact us at %{organisation_email}.
Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
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Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
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Hello %{user_name}.
Your plan \"%{plan_name}\" has been submitted for feedback from an administrator at your organisation.
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If you have questions about creating a DMP or wish to find solutions for preserving and sharing your data, contact us at rdm.library@mcgill.ca.
", "guidance_group_id"=>11, "published"=>false}) -Guidance.create({"id"=>11, "text"=>"The University of Guelph Library provides support for researchers in determining the appropriate method and location for the preservation of data.
\r\nWe also maintain two research data respositories, the Agri-environmental Research Data Respository and the University of Guelph Research Data Repository, where University of Guelph researchers can deposit their data through a facilitated process.
\r\nPlease see Preserving Your Data or contact us at lib.research@uoguelph.ca for more information.
", "guidance_group_id"=>13, "published"=>false}) -Guidance.create({"id"=>13, "text"=>"Please see Preservation and Sharing & Reuse for more information or contact us at lib.research@uoguelph.ca
", "guidance_group_id"=>13, "published"=>false}) -Guidance.create({"id"=>14, "text"=>"Please see Sharing & Reuse - Conditions for Sharing for more information on licensing options or contact us at lib.research@uoguelph.ca
", "guidance_group_id"=>13, "published"=>false}) -Guidance.create({"id"=>15, "text"=>"Please see Organising Information for more information regarding developing a strategy for how you will manage your project files throughout the research process including directory structure, file naming conventions and versioning.
\r\nPlease contact us at lib.research@uoguelph.ca for additional support.
", "guidance_group_id"=>13, "published"=>false}) -Guidance.create({"id"=>16, "text"=>"Review Documenting Your Work for more information regarding creating and tracking metadata throughout the research process.
\r\nPlease contact us at lib.research@uoguelph.ca for additional support.
", "guidance_group_id"=>13, "published"=>false}) -Guidance.create({"id"=>17, "text"=>"Please see Documenting Your Work - Using Standards, Taxonomies, Classification Systems for more about information about categorising and documenting your data or contact us at lib.research@uoguelph.ca.
", "guidance_group_id"=>13, "published"=>false}) -Guidance.create({"id"=>18, "text"=>"On campus, Computing and Communications Services (CCS) provides support for short-term storage and backup.
\r\nPlease see Storage & Security for more information or contact us at lib.research@uoguelph.ca.
", "guidance_group_id"=>13, "published"=>false}) -Guidance.create({"id"=>19, "text"=>"On campus, Computing and Communications Services (CCS) provides support for file security and encryption.
\r\nInformation Security services provided through the Office of the CIO, offers encryption and file security training.
\r\nPlease see Storage & Security or contact us at lib.research@uoguelph.ca for more information.
", "guidance_group_id"=>13, "published"=>false}) -Guidance.create({"id"=>20, "text"=>"Researchers should consult the Tri-Council Policy Statement: Ethical Conduct for Research Involvig Humans (TCPS2) for information on ethical obligations.
\r\nThe University of Guelph's Office of Research offers guidance related to Ethics and Regulatory Compliance as well as Intellectual Property Policy.
\r\nThe Office of Research also provides resources, training and detailed guidance related to research involving human participants through the Research Ethics/Protection of Human Participants webpage.
\r\nPlease see Sharing & Reuse or contact us at lib.research@uoguelph.ca for more information.
\r\n\r\n
", "guidance_group_id"=>13, "published"=>false}) -Guidance.create({"id"=>21, "text"=>"
The Tri-Council Policy Statement: Ethical Conduct for Research Involving Humans (Chapter 5) - D. Consent and Secondary Use of Identifiable Information for Research Purposes provides detailed guidance related to secondary use of research data.
\r\nPlease see Sharing & Reuse or contact us at lib.research@uoguelph.ca for more information on preparing your data for secondary use including obtaining consent, conditions for sharing and anonymising data.
", "guidance_group_id"=>13, "published"=>false}) -Guidance.create({"id"=>22, "text"=>"The University of Guelph Library provides training and support related to Research Data Management. Please contact us at lib.research@uoguelph.ca for more information.
", "guidance_group_id"=>13, "published"=>false}) -Guidance.create({"id"=>23, "text"=>"The University of Guelph Library offers Research Data Management services that support researchers with the organization, management, dissemination, and preservation of their research data.
\r\nData deposited in the University of Guelph Research Data Repositories is assigned a Digital Object Identifier (DOI) which provides a persistent URL (link) to your data. The DOI can be used to cite, improve discovery, track usage and measure the impact of your data.
\r\nSharing data through a repository can also improve its discovery and dissemination since repository content is fully indexed and searchable in search engines such as Google.
\r\nFor more information, contact us at lib.research@uoguelph.ca.
", "guidance_group_id"=>13, "published"=>false}) -Guidance.create({"id"=>24, "text"=>"The University of Guelph Library's Data Resource Centre provides data collection and creation support including support for the design and creation of web surveys and access to data resources including numeric and geospatial databases.
\r\nThe Library also hosts the University of Guelph Branch Research Data Centre (BRDC) where approved academic staff and students can securely access detailed microdata and administrative datasets from Statistics Canada.
\r\nFor more information, contact us at lib.research@uoguelph.ca.
", "guidance_group_id"=>13, "published"=>false}) -Guidance.create({"id"=>25, "text"=>"The University of Guelph Library has created a Data Management Planning Checklist which can be used to identify and keep track of the data management practices that you will utilize throughout the data life-cycle, including what information and tools will be used to document your work.
\r\nFor more information see Documenting Your Work or contact us at lib.research@uoguelph.ca.
", "guidance_group_id"=>13, "published"=>false}) -Guidance.create({"id"=>42, "text"=>"If paying for an external hosting service, you will need to keep paying for it, or have some migration plan (e.g., depositing the data into a university repository). SFU Vault or services like Sync may be an option for some projects.
", "guidance_group_id"=>15, "published"=>false}) -Guidance.create({"id"=>44, "text"=>"Consider contacting SFU Library Data Services to develop the best solution for your research project.
", "guidance_group_id"=>15, "published"=>false}) -Guidance.create({"id"=>45, "text"=>"If you need assistance locating a suitable data repository or archive, please contact SFU Library Data Services. re3data.org is a directory of potential open data repositories.
", "guidance_group_id"=>15, "published"=>false}) -Guidance.create({"id"=>46, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as comma-separated ('.csv'), is considered preservation-friendly. SFU Library provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented, and you may want to retain original formats, even if they are proprietary.
", "guidance_group_id"=>15, "published"=>true}) -Guidance.create({"id"=>47, "text"=>"DDI is a common metadata standard for the social sciences.
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "guidance_group_id"=>15, "published"=>true}) -Guidance.create({"id"=>48, "text"=>"There are various creative commons licenses which can be applied to data. Learn more about data & copyright at SFU.
", "guidance_group_id"=>15, "published"=>true}) -Guidance.create({"id"=>49, "text"=>"If possible, choose a repository like the Canadian Federated Research Data Repository, FRDR for short, that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools. DataCite Search is a discovery portal for research data.
", "guidance_group_id"=>15, "published"=>true}) -Guidance.create({"id"=>50, "text"=>"Decisions relevant to data retention and storage should align with SFU's Office of Research Ethics requirements.
", "guidance_group_id"=>15, "published"=>false}) -Guidance.create({"id"=>51, "text"=>"SFU's Office of Research Ethics' consent statement should be consulted when working with human participants.
\r\nThe Interuniversity Consortium for Political and Social Research (ISPSR) and the Australian National Data Service also provide examples of informed consent language for data sharing.
", "guidance_group_id"=>15, "published"=>true}) -Guidance.create({"id"=>52, "text"=>"The BC Freedom of Information and Protection of Privacy Act doesn't apply to research information of faculty at post-secondary institutions (FIPPA S. 3(1)(e)). As such, there are no legal restrictions on the storage of personal information collected in research projects. This does not mean, however, that sensitive information collected as part of your research does not need to be safeguarded. Please refer to University Ethics Review (R 20.01).
\r\nIP issues should be clarified at the commencement of your research project so that all collaborators have a mutual understanding of ownership, to prevent potential conflict later.
", "guidance_group_id"=>15, "published"=>true}) -Guidance.create({"id"=>54, "text"=>"If you need advice on identifying potential support, contact data-services@sfu.ca
", "guidance_group_id"=>15, "published"=>true}) -Guidance.create({"id"=>55, "text"=>"See more about best practices on file formats from the SFU Library.
", "guidance_group_id"=>15, "published"=>true}) -Guidance.create({"id"=>70, "text"=>"Research Data Management Guide
", "guidance_group_id"=>17, "published"=>false}) -Guidance.create({"id"=>59, "text"=>"Research Data Management Guide
", "guidance_group_id"=>17, "published"=>false}) -Guidance.create({"id"=>115, "text"=>"Ceci est un test.
", "guidance_group_id"=>18, "published"=>true}) -Guidance.create({"id"=>72, "text"=>"| \r\n For more information on file formats, see Concordia Library’s Research data management guide. \r\n | \r\n
| \r\n For more information on metadata standards, see Concordia Library’s Research data management guide \r\n | \r\n
For assistance with IT requirements definition and IT infrastructure & solutions review or for help regarding business case preparation for new investment in IT infrastructure for researchers, please contact the Concordia IT Research Support Team.
", "guidance_group_id"=>19, "published"=>false}) -Guidance.create({"id"=>75, "text"=>"For more information on data storage and backup, see Concordia Library’s Research data management guide.
\r\nFor assistance with data storage and backup, please contact Concordia's IT Research Support Team.
", "guidance_group_id"=>19, "published"=>false}) -Guidance.create({"id"=>76, "text"=>"| \r\n Datasets containing sensitive data or data files larger than 15MB should not be transferred via email. \r\nPlease contact Concordia's IT Research Support Team for the exchange of files with external organizations or for assistance with other issues related to network services (connectivity with other external research centers or for high capacity, high volume data transfers). \r\n | \r\n
For more information on data archiving options, see Concordia Library’s Research data management guide.
", "guidance_group_id"=>19, "published"=>false}) -Guidance.create({"id"=>78, "text"=>"| \r\n For more information, please contact copyright.questions@concordia.ca \r\n | \r\n
| \r\n Although there are no absolute rules to determine the cost of data curation, some guidelines and tools have been developed to help researchers estimate these costs. See for instance the information and tool provided by the UK Data Service. \r\nAnother version of this tool, with examples of actual costs (in Euros), was developed by librarians and IT staff at Utrecht University. \r\nFor assistance with IT requirements definition and IT infrastructure & solutions review or for help regarding business case preparation for new investment in IT infrastructure for researchers, please contact Concordia's IT Research Support Team. \r\n | \r\n
The answer to this question must be in line with Concordia University’s Policy for the Ethical Review of Research Involving Human Participants.
\r\nThe information provided here may be useful in completing section 13 (confidentiality, access, and storage) of the Summary Protocol Form (SPF) for research involving human participants.
\r\nFor technical assistance, please contact Concordia's IT Research Support Team.
\r\nFor questions concerning ethics, Concordia's Office of Research.
", "guidance_group_id"=>19, "published"=>false}) -Guidance.create({"id"=>81, "text"=>"The information provided here may also be useful in completing section 13 (confidentiality, access, and storage) of the Summary Protocol Form (SPF) for research involving human participants.
", "guidance_group_id"=>19, "published"=>false}) -Guidance.create({"id"=>82, "text"=>"| \r\n Concordia University researchers must abide by the University’s policies related to research. \r\nIntellectual property issues at Concordia University are governed by the Policy on Intellectual Property (VPRGS-9) as well as CUFA and CUPFA collective agreements. \r\nFor more information on intellectual property or copyright issues, please contact copyright.questions@concordia.ca \r\nFor more information on research ethics please contact Concordia's Office of Research. \r\n | \r\n
Give a brief description of the project data including data to be generated, collected, or acquired from third-party sources.
\r\nList the data types (e.g. numeric) that will be collected and the formats (e.g. Excel) that will be used during the project.
\r\nEstimate the size (storage space in MB/GB/TB) of the data that will be included in this study.
\r\nProvide a sense of the scope of the study (e.g. number of subjects or sites)
\r\nIndicate where the data will be stored. It is recommended that more than one storage solution be used. Detail security measures that will protect that data throughout the project.
\r\nProvide details of how project files will be organized to ensure usability and findability. Give some consideration to how folders and files will be named for consistency and lack of ambiguity.
\r\nIndicate what metadata and/or documentation will be developed to accompany your data files.
\r\nChecklist of points to cover in your response:
\r\n• overview of data *
• source of data
• data types
• file formats *
• size
• scope
• storage location *
• backup
• data organization
• naming conventions
• metadata, documentation
* Items with an asterisk are essential for an acceptable DMP
", "guidance_group_id"=>20, "published"=>false}) -Guidance.create({"id"=>85, "text"=>"Outline plans for the preservation of your data post-project. Include details such as how long the data will be preserved and the location of where the data will be held (for example, name and URL of repository selected).
\r\nIf only part of the dataset will be preserved/shared, indicate where the remainder of the data will be kept, for what length of time, and who will have access. If destroying data, indicate how you will record and store this information.
\r\nFor researchers opting to preserve their data in the local U of G data repositories, the following language could be copied into the preservation section of the plan:
\r\n“(Raw, processed, analyzed or final) _____ data from this project will be deposited into the Agri-environmental Research Data Repository (https://dataverse.scholarsportal.info/dataverse/ugardr) along with relevant supplemental files through a facilitated deposit process managed by the University of Guelph Library. This (Dataverse) system, hosted in Canada on University of Toronto servers, is maintained and backed up by Scholars Portal according to high quality systems standards as part of a larger network of Canadian repositories. Each project is assigned a unique DOI (digital object identifier) which can be used in reporting, sharing, publishing and journal submissions to provide a permanent link to the location of the data. The PI will determine the level of access available to users and the conditions under which the data can be used by third parties.”
\r\nNOTE: Food from Thought researchers must submit any data related to publications to this repository.
\r\nChecklist of points to cover in your response:
\r\n• repository identified *
• which data will be preserved
• plan for non-preserved data; destruction?
* Items with an asterisk are essential for an acceptable DMP
", "guidance_group_id"=>20, "published"=>false}) -Guidance.create({"id"=>86, "text"=>"If your data has been collected and managed in a proprietary format it should be converted to plain text for preservation.
\r\nInclude documentation, coding and scripts or other material required to replicate results.
\r\nInclude metadata to ensure your data can be interpreted and analyzed appropriately.
\r\nChecklist of points to cover in your response:
\r\n• data transformation *
• supporting documentation
• metadata
* Items with an asterisk are essential for an acceptable DMP
", "guidance_group_id"=>20, "published"=>false}) -Guidance.create({"id"=>88, "text"=>"Explain whether you will be sharing your data through the UG data repository or an external data repository. Mention whether an embargo will need to be applied before your data is available for sharing.
\r\nIf your data will be shared in a more limited way (i.e. not openly available to everyone) explain who will have access and why this limitation is necessary.
\r\nIf you are not able to share your data, please explain the constraints that prevent sharing.
\r\nConsideration should be given to selecting an appropriate end-user license for the data. Note that only the intellectual property rights holder(s) can issue a license.
\r\nChecklist of points to cover in your response:
\r\n• decision to share *
• repository identified *
• with whom (openly or selectively shared) *
• licensing of data
* Items with an asterisk are essential for an acceptable DMP
", "guidance_group_id"=>20, "published"=>false}) -Guidance.create({"id"=>90, "text"=>"Outline any restrictions to data handling, sharing and/or preservation as a result of ethical, legal, or commercial requirements or limitations. Show that you are aware of the issues and have planned accordingly.
\r\nDetails should include reference to specific requirements outlining the entity involved and the nature of the limitation (for example, restrictions on reuse of third-party data). If an embargo is required due to publication or research needs, provide details including length of time data will be restricted.
\r\nChecklist of points to cover in your response:
\r\n• details of restrictions or constraints *
• need for embargo
* Items with an asterisk are essential for an acceptable DMP
", "guidance_group_id"=>20, "published"=>false}) -Guidance.create({"id"=>110, "text"=>"Explain whether you will be sharing all of your data or only a subset. Explain the reasons. Which version of the data will you share?
\r\nChecklist of points to cover in your response:
\r\n• all data to be shared or subset identified *
• version of data
* Items with an asterisk are essential for an acceptable DMP
", "guidance_group_id"=>20, "published"=>false}) -Guidance.create({"id"=>61, "text"=>"Les Services informatiques ont développé un site contenant des bonnes pratiques sur la cybersécurité dont certaines sont spécifiques aux données de recherche.
", "guidance_group_id"=>22, "published"=>true}) -Guidance.create({"id"=>62, "text"=>"Les Services informatiques peuvent vous aider à déterminer vos besoins de stockage et à mettre en place l’infrastructure nécessaire à votre projet de recherche. Ils peuvent également vous assister dans l'élaboration de votre stratégie de sauvegarde.
", "guidance_group_id"=>22, "published"=>true}) -Guidance.create({"id"=>63, "text"=>"Les Services informatiques offrent une solution locale de stockage et de partage de fichiers, au sein de l'infrastructure de recherche de l’UQAM: Service OwnCloud.
\r\nLes Services informatiques peuvent de plus vous aider à mettre au point les stratégies de collaboration et de sécurité entre vos différents espaces de travail.
", "guidance_group_id"=>22, "published"=>false}) -Guidance.create({"id"=>64, "text"=>"Un professionnel de l’équipe de soutien à la gestion des données de recherche peut vous aider à identifier des dépôts pertinents pour vos données ou vous orienter sur le choix des licences : gdr@uqam.ca.
", "guidance_group_id"=>22, "published"=>true}) -Guidance.create({"id"=>65, "text"=>"La Politique de la recherche et de la création (Politique no 10) de l’UQAM souligne que « le partage des résultats de la recherche et de la création avec la société est une nécessité dans le cadre d’une politique de la recherche publique » et que « l’UQAM encourage tous les acteurs de la recherche et de la création et en particulier les professeures et les professeurs à diffuser et transférer les résultats de leurs travaux au sein de la société ».
\r\nLa politique des trois conseils sur les GDR n'oblige pas les chercheurs à partager leur donner, mais ceux-ci « s’attendent à ce que les chercheurs donnent un accès convenable aux données pour autant que les exigences éthiques, culturelles, juridiques et commerciales le permettent, et conformément aux principes FAIR et aux normes propres à leurs disciplines ».
\r\nLa Déclaration de principes des trois organismes sur la gestion des données numériques n’indique pas quelles données doivent être partagées. Elle a pour objectif « de promouvoir l’excellence dans les pratiques de gestion et d’intendance des données numériques de travaux de recherche financés par les organismes ». Il y est décrit de quelle façon la préservation, la conservation et le partage des données devraient être envisagés.
\r\nSuggestion: Voyez comment protéger vos données sensibles (dernière section du plan: « Conformité aux lois et à l’éthique ») et partagez tout ce qui peut l'être, après une analyse coût-bénéfice.
", "guidance_group_id"=>22, "published"=>true}) -Guidance.create({"id"=>66, "text"=>"Les Services informatiques peuvent vous aider à déterminer les coûts de l'infrastructure nécessaire à votre projet de recherche.
", "guidance_group_id"=>22, "published"=>true}) -Guidance.create({"id"=>67, "text"=>"Un professionnel de l’équipe de soutien à la gestion des données de recherche peut vous aider à connaître les bonnes pratiques en matière de description et documentation : gdr@uqam.ca.
", "guidance_group_id"=>22, "published"=>true}) -Guidance.create({"id"=>68, "text"=>"L’équipe de soutien à la gestion des données de recherche peut vous mettre en relation avec des professionnels qualifiés pour vous aider avec les questions d’ordre éthique, juridique et de propriété intellectuelle: gdr@uqam.ca.
", "guidance_group_id"=>22, "published"=>true}) -Guidance.create({"id"=>111, "text"=>"Guiding questions to help you address this question:
\r\nTest Guidance Text.
", "guidance_group_id"=>40, "published"=>false}) -Guidance.create({"id"=>112, "text"=>"Test Guidance Text - Data Collection.
", "guidance_group_id"=>41, "published"=>true}) -Guidance.create({"id"=>113, "text"=>"Test Guidance Text - Data Collection (2).
", "guidance_group_id"=>41, "published"=>true}) -Template.create!({"id"=>629, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>11, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>332006343, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>631, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>629, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>3887, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>631, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>13597, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>3887, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11203, "question_id"=>13597, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>13598, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>3887, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11204, "question_id"=>13598, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>13599, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>3887, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11205, "question_id"=>13599, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>3888, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>631, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>13600, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>3888, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11206, "question_id"=>13600, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>13601, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>3888, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11207, "question_id"=>13601, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>13602, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>3888, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11208, "question_id"=>13602, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>3889, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>631, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>13603, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>3889, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11209, "question_id"=>13603, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>13604, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>3889, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11210, "question_id"=>13604, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>13605, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>3889, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11211, "question_id"=>13605, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>3890, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>631, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>13606, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>3890, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11212, "question_id"=>13606, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>13607, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>3890, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11213, "question_id"=>13607, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>3891, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>631, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>13608, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>3891, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11214, "question_id"=>13608, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>13609, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>3891, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11215, "question_id"=>13609, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>13610, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>3891, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11216, "question_id"=>13610, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>3892, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>631, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>13611, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>3892, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11217, "question_id"=>13611, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>13612, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>3892, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11218, "question_id"=>13612, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>13613, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>3892, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11219, "question_id"=>13613, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>3893, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>631, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>13614, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>3893, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11220, "question_id"=>13614, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>13615, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>3893, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11221, "question_id"=>13615, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>13616, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>3893, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11222, "question_id"=>13616, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>651, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>9, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1426870111, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>653, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>651, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>4039, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>653, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>14053, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>4039, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11651, "question_id"=>14053, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14054, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>4039, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11652, "question_id"=>14054, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14055, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>4039, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11653, "question_id"=>14055, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>4040, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>653, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>14056, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>4040, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11654, "question_id"=>14056, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14057, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>4040, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11655, "question_id"=>14057, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14058, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>4040, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11656, "question_id"=>14058, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>4041, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>653, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>14059, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>4041, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11657, "question_id"=>14059, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14060, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>4041, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11658, "question_id"=>14060, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14061, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>4041, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11659, "question_id"=>14061, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>4042, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>653, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>14062, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>4042, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11660, "question_id"=>14062, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14063, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>4042, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11661, "question_id"=>14063, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>4043, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>653, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>14064, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>4043, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11662, "question_id"=>14064, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14065, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>4043, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11663, "question_id"=>14065, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14066, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>4043, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11664, "question_id"=>14066, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>4044, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>653, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>14067, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>4044, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11665, "question_id"=>14067, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14068, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>4044, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11666, "question_id"=>14068, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14069, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>4044, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11667, "question_id"=>14069, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>4045, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>653, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>14070, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>4045, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11668, "question_id"=>14070, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14071, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>4045, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11669, "question_id"=>14071, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14072, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>4045, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11670, "question_id"=>14072, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>652, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>1, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1658631976, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>654, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>652, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>4046, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>654, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>14073, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>4046, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11671, "question_id"=>14073, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14074, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>4046, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11672, "question_id"=>14074, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14075, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>4046, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11673, "question_id"=>14075, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>4047, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>654, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>14076, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>4047, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11674, "question_id"=>14076, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14077, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>4047, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11675, "question_id"=>14077, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14078, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>4047, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11676, "question_id"=>14078, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>4048, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>654, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>14079, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>4048, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11677, "question_id"=>14079, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14080, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>4048, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11678, "question_id"=>14080, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14081, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>4048, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11679, "question_id"=>14081, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>4049, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>654, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>14082, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>4049, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11680, "question_id"=>14082, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14083, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>4049, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11681, "question_id"=>14083, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>4050, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>654, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>14084, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>4050, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11682, "question_id"=>14084, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14085, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>4050, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11683, "question_id"=>14085, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14086, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>4050, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11684, "question_id"=>14086, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>4051, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>654, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>14087, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>4051, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11685, "question_id"=>14087, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14088, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>4051, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11686, "question_id"=>14088, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14089, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>4051, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11687, "question_id"=>14089, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>4052, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>654, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>14090, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>4052, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11688, "question_id"=>14090, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14091, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>4052, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11689, "question_id"=>14091, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>14092, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>4052, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>11690, "question_id"=>14092, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>763, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>15, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1759015304, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>765, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>763, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>4809, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>765, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>16410, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>4809, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>13871, "question_id"=>16410, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>16411, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>4809, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>13872, "question_id"=>16411, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>16412, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>4809, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>13873, "question_id"=>16412, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>4810, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>765, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>16413, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>4810, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>13874, "question_id"=>16413, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>16414, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>4810, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>13875, "question_id"=>16414, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>16415, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>4810, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>13876, "question_id"=>16415, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>4811, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>765, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>16416, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>4811, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>13877, "question_id"=>16416, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>16417, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>4811, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>13878, "question_id"=>16417, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>16418, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>4811, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>13879, "question_id"=>16418, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>4812, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>765, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>16419, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>4812, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>13880, "question_id"=>16419, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>16420, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>4812, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>13881, "question_id"=>16420, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>4813, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>765, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>16421, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>4813, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>13882, "question_id"=>16421, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>16422, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>4813, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>13883, "question_id"=>16422, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>16423, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>4813, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>13884, "question_id"=>16423, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>4814, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>765, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>16424, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>4814, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>13885, "question_id"=>16424, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>16425, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>4814, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>13886, "question_id"=>16425, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>16426, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>4814, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>13887, "question_id"=>16426, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>4815, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>765, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>16427, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>4815, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>13888, "question_id"=>16427, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>16428, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>4815, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>13889, "question_id"=>16428, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>16429, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>4815, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>13890, "question_id"=>16429, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>803, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>16, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>589635786, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>805, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>803, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>5076, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>805, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17280, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>5076, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14636, "question_id"=>17280, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17281, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>5076, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14637, "question_id"=>17281, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17282, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>5076, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14638, "question_id"=>17282, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5077, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>805, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17283, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>5077, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14639, "question_id"=>17283, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17284, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>5077, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14640, "question_id"=>17284, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17285, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>5077, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14641, "question_id"=>17285, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5078, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>805, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17286, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>5078, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14642, "question_id"=>17286, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17287, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>5078, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14643, "question_id"=>17287, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17288, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>5078, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14644, "question_id"=>17288, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5079, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>805, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17289, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>5079, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14645, "question_id"=>17289, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17290, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>5079, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14646, "question_id"=>17290, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5080, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>805, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17291, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>5080, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14647, "question_id"=>17291, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17292, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>5080, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14648, "question_id"=>17292, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17293, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>5080, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14649, "question_id"=>17293, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5081, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>805, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17294, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>5081, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14650, "question_id"=>17294, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17295, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>5081, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14651, "question_id"=>17295, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17296, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>5081, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14652, "question_id"=>17296, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5082, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>805, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17297, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>5082, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14653, "question_id"=>17297, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17298, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>5082, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14654, "question_id"=>17298, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17299, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>5082, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14655, "question_id"=>17299, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>820, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>19, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1981804756, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>822, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>820, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>5189, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>822, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17631, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>5189, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14948, "question_id"=>17631, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17632, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>5189, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14949, "question_id"=>17632, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17633, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>5189, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14950, "question_id"=>17633, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5190, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>822, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17634, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>5190, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14951, "question_id"=>17634, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17635, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>5190, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14952, "question_id"=>17635, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17636, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>5190, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14953, "question_id"=>17636, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5191, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>822, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17637, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>5191, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14954, "question_id"=>17637, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17638, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>5191, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14955, "question_id"=>17638, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17639, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>5191, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14956, "question_id"=>17639, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5192, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>822, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17640, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>5192, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14957, "question_id"=>17640, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17641, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>5192, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14958, "question_id"=>17641, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5193, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>822, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17642, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>5193, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14959, "question_id"=>17642, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17643, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>5193, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14960, "question_id"=>17643, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17644, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>5193, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14961, "question_id"=>17644, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5194, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>822, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17645, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>5194, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14962, "question_id"=>17645, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17646, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>5194, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14963, "question_id"=>17646, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17647, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>5194, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14964, "question_id"=>17647, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5195, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>822, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17648, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>5195, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14965, "question_id"=>17648, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17649, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>5195, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14966, "question_id"=>17649, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17650, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>5195, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14967, "question_id"=>17650, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>822, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>18, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1253091542, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>824, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>822, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>5202, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>824, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17667, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>5202, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14978, "question_id"=>17667, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17668, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>5202, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14979, "question_id"=>17668, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17669, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>5202, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14980, "question_id"=>17669, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5203, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>824, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17670, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>5203, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14981, "question_id"=>17670, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17671, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>5203, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14982, "question_id"=>17671, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17672, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>5203, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14983, "question_id"=>17672, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5204, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>824, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17673, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>5204, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14984, "question_id"=>17673, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17674, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>5204, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14985, "question_id"=>17674, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17675, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>5204, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14986, "question_id"=>17675, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5205, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>824, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17676, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>5205, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14987, "question_id"=>17676, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17677, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>5205, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14988, "question_id"=>17677, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5206, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>824, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17678, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>5206, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14989, "question_id"=>17678, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17679, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>5206, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14990, "question_id"=>17679, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17680, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>5206, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14991, "question_id"=>17680, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5207, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>824, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17681, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>5207, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14992, "question_id"=>17681, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17682, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>5207, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14993, "question_id"=>17682, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17683, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>5207, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14994, "question_id"=>17683, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5208, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>824, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17684, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>5208, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14995, "question_id"=>17684, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17685, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>5208, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14996, "question_id"=>17685, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17686, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>5208, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>14997, "question_id"=>17686, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>829, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>7, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1354693872, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>831, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>829, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>5246, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>831, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17818, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>5246, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15109, "question_id"=>17818, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17819, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>5246, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15110, "question_id"=>17819, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17820, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>5246, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15111, "question_id"=>17820, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5247, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>831, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17821, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>5247, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15112, "question_id"=>17821, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17822, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>5247, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15113, "question_id"=>17822, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17823, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>5247, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15114, "question_id"=>17823, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5248, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>831, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17824, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>5248, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15115, "question_id"=>17824, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17825, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>5248, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15116, "question_id"=>17825, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17826, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>5248, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15117, "question_id"=>17826, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5249, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>831, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17827, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>5249, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15118, "question_id"=>17827, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17828, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>5249, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15119, "question_id"=>17828, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5250, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>831, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17829, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>5250, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15120, "question_id"=>17829, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17830, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>5250, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15121, "question_id"=>17830, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17831, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>5250, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15122, "question_id"=>17831, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5251, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>831, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17832, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>5251, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15123, "question_id"=>17832, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17833, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>5251, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15124, "question_id"=>17833, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17834, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>5251, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15125, "question_id"=>17834, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5252, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>831, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>17835, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>5252, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15126, "question_id"=>17835, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17836, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>5252, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15127, "question_id"=>17836, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>17837, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>5252, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15128, "question_id"=>17837, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>840, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>20, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1968906636, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>842, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>840, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>5322, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>842, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18041, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>5322, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15328, "question_id"=>18041, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18042, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>5322, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15329, "question_id"=>18042, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18043, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>5322, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15330, "question_id"=>18043, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5323, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>842, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18044, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>5323, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15331, "question_id"=>18044, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18045, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>5323, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15332, "question_id"=>18045, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18046, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>5323, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15333, "question_id"=>18046, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5324, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>842, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18047, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>5324, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15334, "question_id"=>18047, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18048, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>5324, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15335, "question_id"=>18048, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18049, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>5324, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15336, "question_id"=>18049, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5325, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>842, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18050, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>5325, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15337, "question_id"=>18050, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18051, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>5325, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15338, "question_id"=>18051, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5326, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>842, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18052, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>5326, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15339, "question_id"=>18052, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18053, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>5326, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15340, "question_id"=>18053, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18054, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>5326, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15341, "question_id"=>18054, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5327, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>842, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18055, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>5327, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15342, "question_id"=>18055, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18056, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>5327, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15343, "question_id"=>18056, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18057, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>5327, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15344, "question_id"=>18057, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5328, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>842, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18058, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>5328, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15345, "question_id"=>18058, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18059, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>5328, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15346, "question_id"=>18059, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18060, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>5328, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15347, "question_id"=>18060, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>842, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>21, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1317506514, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>844, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>842, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>5336, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>844, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18081, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>5336, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15382, "question_id"=>18081, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18082, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>5336, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15383, "question_id"=>18082, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18083, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>5336, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15384, "question_id"=>18083, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5337, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>844, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18084, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>5337, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15385, "question_id"=>18084, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18085, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>5337, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15386, "question_id"=>18085, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18086, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>5337, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15387, "question_id"=>18086, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5338, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>844, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18087, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>5338, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15388, "question_id"=>18087, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18088, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>5338, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15389, "question_id"=>18088, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18089, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>5338, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15390, "question_id"=>18089, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5339, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>844, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18090, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>5339, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15391, "question_id"=>18090, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18091, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>5339, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15392, "question_id"=>18091, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5340, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>844, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18092, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>5340, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15393, "question_id"=>18092, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18093, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>5340, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15394, "question_id"=>18093, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18094, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>5340, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15395, "question_id"=>18094, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5341, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>844, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18095, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>5341, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15396, "question_id"=>18095, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18096, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>5341, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15397, "question_id"=>18096, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18097, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>5341, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15398, "question_id"=>18097, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5342, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>844, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18098, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>5342, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15399, "question_id"=>18098, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18099, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>5342, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15400, "question_id"=>18099, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18100, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>5342, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15401, "question_id"=>18100, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>848, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>23, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>237420528, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>850, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>848, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>5376, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>850, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18207, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>5376, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15500, "question_id"=>18207, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18208, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>5376, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15501, "question_id"=>18208, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18209, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>5376, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15502, "question_id"=>18209, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5377, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>850, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18210, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>5377, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15503, "question_id"=>18210, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18211, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>5377, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15504, "question_id"=>18211, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18212, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>5377, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15505, "question_id"=>18212, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5378, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>850, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18213, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>5378, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15506, "question_id"=>18213, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18214, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>5378, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15507, "question_id"=>18214, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18215, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>5378, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15508, "question_id"=>18215, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5379, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>850, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18216, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>5379, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15509, "question_id"=>18216, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18217, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>5379, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15510, "question_id"=>18217, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5380, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>850, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18218, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>5380, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15511, "question_id"=>18218, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18219, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>5380, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15512, "question_id"=>18219, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18220, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>5380, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15513, "question_id"=>18220, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5381, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>850, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18221, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>5381, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15514, "question_id"=>18221, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18222, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>5381, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15515, "question_id"=>18222, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18223, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>5381, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15516, "question_id"=>18223, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5382, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>850, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18224, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>5382, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15517, "question_id"=>18224, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18225, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>5382, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15518, "question_id"=>18225, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18226, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>5382, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15519, "question_id"=>18226, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>849, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>24, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>977206373, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>851, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>849, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>5383, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>851, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18227, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>5383, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15520, "question_id"=>18227, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18228, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>5383, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15521, "question_id"=>18228, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18229, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>5383, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15522, "question_id"=>18229, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5384, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>851, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18230, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>5384, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15523, "question_id"=>18230, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18231, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>5384, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15524, "question_id"=>18231, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18232, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>5384, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15525, "question_id"=>18232, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5385, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>851, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18233, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>5385, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15526, "question_id"=>18233, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18234, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>5385, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15527, "question_id"=>18234, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18235, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>5385, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15528, "question_id"=>18235, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5386, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>851, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18236, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>5386, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15529, "question_id"=>18236, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18237, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>5386, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15530, "question_id"=>18237, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5387, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>851, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18238, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>5387, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15531, "question_id"=>18238, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18239, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>5387, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15532, "question_id"=>18239, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18240, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>5387, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15533, "question_id"=>18240, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5388, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>851, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18241, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>5388, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15534, "question_id"=>18241, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18242, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>5388, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15535, "question_id"=>18242, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18243, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>5388, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15536, "question_id"=>18243, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5389, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>851, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>18244, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>5389, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15537, "question_id"=>18244, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18245, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>5389, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15538, "question_id"=>18245, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>18246, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>5389, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>15539, "question_id"=>18246, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>933, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>27, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1660314576, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>934, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>933, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>5932, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>934, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>19970, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>5932, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17135, "question_id"=>19970, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>19971, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>5932, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17136, "question_id"=>19971, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>19972, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>5932, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17137, "question_id"=>19972, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5933, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>934, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>19973, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>5933, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17138, "question_id"=>19973, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>19974, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>5933, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17139, "question_id"=>19974, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>19975, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>5933, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17140, "question_id"=>19975, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5934, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>934, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>19976, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>5934, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17141, "question_id"=>19976, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>19977, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>5934, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17142, "question_id"=>19977, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>19978, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>5934, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17143, "question_id"=>19978, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5935, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>934, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>19979, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>5935, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17144, "question_id"=>19979, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>19980, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>5935, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17145, "question_id"=>19980, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5936, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>934, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>19981, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>5936, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17146, "question_id"=>19981, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>19982, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>5936, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17147, "question_id"=>19982, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>19983, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>5936, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17148, "question_id"=>19983, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5937, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>934, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>19984, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>5937, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17149, "question_id"=>19984, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>19985, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>5937, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17150, "question_id"=>19985, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>19986, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>5937, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17151, "question_id"=>19986, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>5938, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>934, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>19987, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>5938, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17152, "question_id"=>19987, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>19988, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>5938, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17153, "question_id"=>19988, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>19989, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>5938, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17154, "question_id"=>19989, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>944, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>26, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>653583717, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>945, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>944, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>6006, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>945, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>20198, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>6006, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17351, "question_id"=>20198, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>20199, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>6006, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17352, "question_id"=>20199, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>20200, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>6006, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17353, "question_id"=>20200, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6007, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>945, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>20201, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>6007, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17354, "question_id"=>20201, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>20202, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>6007, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17355, "question_id"=>20202, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>20203, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>6007, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17356, "question_id"=>20203, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6008, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>945, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>20204, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>6008, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17357, "question_id"=>20204, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>20205, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>6008, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17358, "question_id"=>20205, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>20206, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>6008, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17359, "question_id"=>20206, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6009, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>945, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>20207, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>6009, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17360, "question_id"=>20207, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>20208, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>6009, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17361, "question_id"=>20208, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6010, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>945, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>20209, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>6010, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17362, "question_id"=>20209, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>20210, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>6010, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17363, "question_id"=>20210, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>20211, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>6010, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17364, "question_id"=>20211, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6011, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>945, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>20212, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>6011, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17365, "question_id"=>20212, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>20213, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>6011, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17366, "question_id"=>20213, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>20214, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>6011, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17367, "question_id"=>20214, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6012, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>945, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>20215, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>6012, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17368, "question_id"=>20215, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>20216, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>6012, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17369, "question_id"=>20216, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>20217, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>6012, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>17370, "question_id"=>20217, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>993, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>25, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1158086934, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>993, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>993, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>6335, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>993, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>21178, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>6335, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>18303, "question_id"=>21178, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>21179, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>6335, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>18304, "question_id"=>21179, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>21180, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>6335, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>18305, "question_id"=>21180, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6336, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>993, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>21181, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>6336, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>18306, "question_id"=>21181, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>21182, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>6336, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>18307, "question_id"=>21182, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>21183, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>6336, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>18308, "question_id"=>21183, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6337, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>993, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>21184, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>6337, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>18309, "question_id"=>21184, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>21185, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>6337, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>18310, "question_id"=>21185, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>21186, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>6337, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>18311, "question_id"=>21186, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6338, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>993, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>21187, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>6338, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>18312, "question_id"=>21187, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>21188, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>6338, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>18313, "question_id"=>21188, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6339, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>993, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>21189, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>6339, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>18314, "question_id"=>21189, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>21190, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>6339, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>18315, "question_id"=>21190, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>21191, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>6339, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>18316, "question_id"=>21191, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6340, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>993, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>21192, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>6340, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>18317, "question_id"=>21192, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>21193, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>6340, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>18318, "question_id"=>21193, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>21194, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>6340, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>18319, "question_id"=>21194, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6341, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>993, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>21195, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>6341, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>18320, "question_id"=>21195, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>21196, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>6341, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>18321, "question_id"=>21196, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>21197, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>6341, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>18322, "question_id"=>21197, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>1047, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>10, "locale"=>"en-CA", "is_default"=>false, "version"=>1, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1579037217, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>1046, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>1047, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>6707, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>1046, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>22320, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>6707, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19313, "question_id"=>22320, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22321, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>6707, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19314, "question_id"=>22321, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22322, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>6707, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19315, "question_id"=>22322, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6708, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>1046, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>22323, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>6708, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19316, "question_id"=>22323, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22324, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>6708, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19317, "question_id"=>22324, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22325, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>6708, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19318, "question_id"=>22325, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6709, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>1046, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>22326, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>6709, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19319, "question_id"=>22326, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22327, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>6709, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19320, "question_id"=>22327, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22328, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>6709, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19321, "question_id"=>22328, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6710, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>1046, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>22329, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>6710, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19322, "question_id"=>22329, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22330, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>6710, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19323, "question_id"=>22330, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6711, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>1046, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>22331, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>6711, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19324, "question_id"=>22331, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22332, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>6711, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19325, "question_id"=>22332, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22333, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>6711, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19326, "question_id"=>22333, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6712, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>1046, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>22334, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>6712, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19327, "question_id"=>22334, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22335, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>6712, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19328, "question_id"=>22335, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22336, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>6712, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19329, "question_id"=>22336, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6713, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>1046, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>22337, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>6713, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19330, "question_id"=>22337, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22338, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>6713, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19331, "question_id"=>22338, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22339, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>6713, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19332, "question_id"=>22339, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Phase.create({"id"=>1047, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>2, "template_id"=>1047, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>6714, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>1047, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>22340, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>6714, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19333, "question_id"=>22340, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22341, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>6714, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19334, "question_id"=>22341, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22342, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>6714, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19335, "question_id"=>22342, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6715, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>1047, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>22343, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>6715, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19336, "question_id"=>22343, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22344, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>6715, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19337, "question_id"=>22344, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22345, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>6715, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19338, "question_id"=>22345, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6716, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>1047, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>22346, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>6716, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19339, "question_id"=>22346, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22347, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>6716, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19340, "question_id"=>22347, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22348, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>6716, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19341, "question_id"=>22348, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6717, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>1047, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>22349, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>6717, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19342, "question_id"=>22349, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22350, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>6717, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19343, "question_id"=>22350, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6718, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>1047, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>22351, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>6718, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19344, "question_id"=>22351, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22352, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>6718, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19345, "question_id"=>22352, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22353, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>6718, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19346, "question_id"=>22353, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6719, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>1047, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>22354, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>6719, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19347, "question_id"=>22354, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22355, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>6719, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19348, "question_id"=>22355, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22356, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>6719, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19349, "question_id"=>22356, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>6720, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>1047, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>22357, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>6720, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19350, "question_id"=>22357, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22358, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>6720, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19351, "question_id"=>22358, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>22359, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>6720, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>19352, "question_id"=>22359, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>1103, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>33, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1695910974, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>1102, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>1103, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>7087, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>1102, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>23474, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>7087, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>20428, "question_id"=>23474, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>23475, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>7087, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>20429, "question_id"=>23475, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>23476, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>7087, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>20430, "question_id"=>23476, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>7088, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>1102, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>23477, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>7088, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>20431, "question_id"=>23477, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>23478, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>7088, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>20432, "question_id"=>23478, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>23479, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>7088, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>20433, "question_id"=>23479, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>7089, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>1102, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>23480, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>7089, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>20434, "question_id"=>23480, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>23481, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>7089, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>20435, "question_id"=>23481, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>23482, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>7089, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>20436, "question_id"=>23482, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>7090, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>1102, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>23483, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>7090, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>20437, "question_id"=>23483, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>23484, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>7090, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>20438, "question_id"=>23484, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>7091, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>1102, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>23485, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>7091, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>20439, "question_id"=>23485, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>23486, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>7091, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>20440, "question_id"=>23486, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>23487, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>7091, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>20441, "question_id"=>23487, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>7092, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>1102, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>23488, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>7092, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>20442, "question_id"=>23488, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>23489, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>7092, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>20443, "question_id"=>23489, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>23490, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>7092, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>20444, "question_id"=>23490, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>7093, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>1102, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>23491, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>7093, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>20445, "question_id"=>23491, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>23492, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>7093, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>20446, "question_id"=>23492, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>23493, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>7093, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>20447, "question_id"=>23493, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>1166, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>32, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>948985089, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>1163, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>1166, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>7477, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>1163, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>24688, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>7477, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>21466, "question_id"=>24688, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>24689, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>7477, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>21467, "question_id"=>24689, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>24690, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>7477, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>21468, "question_id"=>24690, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>7478, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>1163, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>24691, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>7478, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>21469, "question_id"=>24691, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>24692, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>7478, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>21470, "question_id"=>24692, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>24693, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>7478, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>21471, "question_id"=>24693, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>7479, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>1163, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>24694, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>7479, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>21472, "question_id"=>24694, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>24695, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>7479, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>21473, "question_id"=>24695, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>24696, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>7479, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>21474, "question_id"=>24696, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>7480, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>1163, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>24697, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>7480, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>21475, "question_id"=>24697, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>24698, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>7480, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>21476, "question_id"=>24698, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>7481, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>1163, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>24699, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>7481, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>21477, "question_id"=>24699, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>24700, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>7481, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>21478, "question_id"=>24700, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>24701, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>7481, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>21479, "question_id"=>24701, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>7482, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>1163, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>24702, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>7482, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>21480, "question_id"=>24702, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>24703, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>7482, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>21481, "question_id"=>24703, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>24704, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>7482, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>21482, "question_id"=>24704, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>7483, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>1163, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>24705, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>7483, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>21483, "question_id"=>24705, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>24706, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>7483, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>21484, "question_id"=>24706, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>24707, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>7483, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>21485, "question_id"=>24707, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>1236, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>34, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>892212174, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>1234, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>1236, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>7949, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>1234, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>26148, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>7949, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>22792, "question_id"=>26148, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26149, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>7949, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>22793, "question_id"=>26149, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26150, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>7949, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>22794, "question_id"=>26150, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>7950, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>1234, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>26151, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>7950, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>22795, "question_id"=>26151, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26152, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>7950, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>22796, "question_id"=>26152, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26153, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>7950, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>22797, "question_id"=>26153, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>7951, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>1234, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>26154, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>7951, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>22798, "question_id"=>26154, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26155, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>7951, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>22799, "question_id"=>26155, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26156, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>7951, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>22800, "question_id"=>26156, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>7952, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>1234, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>26157, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>7952, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>22801, "question_id"=>26157, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26158, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>7952, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>22802, "question_id"=>26158, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>7953, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>1234, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>26159, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>7953, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>22803, "question_id"=>26159, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26160, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>7953, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>22804, "question_id"=>26160, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26161, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>7953, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>22805, "question_id"=>26161, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>7954, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>1234, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>26162, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>7954, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>22806, "question_id"=>26162, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26163, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>7954, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>22807, "question_id"=>26163, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26164, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>7954, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>22808, "question_id"=>26164, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>7955, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>1234, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>26165, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>7955, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>22809, "question_id"=>26165, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26166, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>7955, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>22810, "question_id"=>26166, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26167, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>7955, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>22811, "question_id"=>26167, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>1275, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>30, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>2074827214, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>1274, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>1275, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>8217, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>1274, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>26979, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>8217, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>23549, "question_id"=>26979, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26980, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>8217, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>23550, "question_id"=>26980, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26981, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>8217, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>23551, "question_id"=>26981, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>8218, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>1274, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>26982, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>8218, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>23552, "question_id"=>26982, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26983, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>8218, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>23553, "question_id"=>26983, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26984, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>8218, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>23554, "question_id"=>26984, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>8219, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>1274, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>26985, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>8219, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>23555, "question_id"=>26985, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26986, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>8219, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>23556, "question_id"=>26986, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26987, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>8219, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>23557, "question_id"=>26987, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>8220, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>1274, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>26988, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>8220, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>23558, "question_id"=>26988, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26989, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>8220, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>23559, "question_id"=>26989, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>8221, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>1274, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>26990, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>8221, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>23560, "question_id"=>26990, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26991, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>8221, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>23561, "question_id"=>26991, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26992, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>8221, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>23562, "question_id"=>26992, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>8222, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>1274, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>26993, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>8222, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>23563, "question_id"=>26993, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26994, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>8222, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>23564, "question_id"=>26994, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26995, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>8222, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>23565, "question_id"=>26995, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>8223, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>1274, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>26996, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>8223, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>23566, "question_id"=>26996, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26997, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>8223, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>23567, "question_id"=>26997, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>26998, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>8223, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>23568, "question_id"=>26998, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>1331, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>37, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1779508134, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>1330, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>1331, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>8587, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>1330, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>28143, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>8587, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>24605, "question_id"=>28143, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>28144, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>8587, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>24606, "question_id"=>28144, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>28145, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>8587, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>24607, "question_id"=>28145, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>8588, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>1330, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>28146, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>8588, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>24608, "question_id"=>28146, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>28147, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>8588, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>24609, "question_id"=>28147, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>28148, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>8588, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>24610, "question_id"=>28148, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>8589, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>1330, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>28149, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>8589, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>24611, "question_id"=>28149, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>28150, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>8589, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>24612, "question_id"=>28150, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>28151, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>8589, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>24613, "question_id"=>28151, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>8590, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>1330, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>28152, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>8590, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>24614, "question_id"=>28152, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>28153, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>8590, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>24615, "question_id"=>28153, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>8591, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>1330, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>28154, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>8591, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>24616, "question_id"=>28154, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>28155, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>8591, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>24617, "question_id"=>28155, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>28156, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>8591, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>24618, "question_id"=>28156, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>8592, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>1330, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>28157, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>8592, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>24619, "question_id"=>28157, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>28158, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>8592, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>24620, "question_id"=>28158, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>28159, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>8592, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>24621, "question_id"=>28159, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>8593, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>1330, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>28160, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>8593, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>24622, "question_id"=>28160, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>28161, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>8593, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>24623, "question_id"=>28161, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>28162, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>8593, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>24624, "question_id"=>28162, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>1405, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>40, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>859443222, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>1404, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>1405, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>9090, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>1404, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>29714, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>9090, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26059, "question_id"=>29714, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>29715, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>9090, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26060, "question_id"=>29715, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>29716, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>9090, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26061, "question_id"=>29716, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>9091, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>1404, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>29717, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>9091, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26062, "question_id"=>29717, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>29718, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>9091, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26063, "question_id"=>29718, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>29719, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>9091, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26064, "question_id"=>29719, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>9092, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>1404, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>29720, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>9092, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26065, "question_id"=>29720, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>29721, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>9092, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26066, "question_id"=>29721, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>29722, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>9092, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26067, "question_id"=>29722, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>9093, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>1404, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>29723, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>9093, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26068, "question_id"=>29723, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>29724, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>9093, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26069, "question_id"=>29724, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>9094, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>1404, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>29725, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>9094, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26070, "question_id"=>29725, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>29726, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>9094, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26071, "question_id"=>29726, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>29727, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>9094, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26072, "question_id"=>29727, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>9095, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>1404, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>29728, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>9095, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26073, "question_id"=>29728, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>29729, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>9095, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26074, "question_id"=>29729, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>29730, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>9095, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26075, "question_id"=>29730, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>9096, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>1404, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>29731, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>9096, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26076, "question_id"=>29731, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>29732, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>9096, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26077, "question_id"=>29732, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>29733, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>9096, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26078, "question_id"=>29733, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>1449, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>39, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1448609584, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>1446, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>1449, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>9377, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>1446, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>30580, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>9377, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26887, "question_id"=>30580, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30581, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>9377, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26888, "question_id"=>30581, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30582, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>9377, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26889, "question_id"=>30582, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>9378, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>1446, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>30583, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>9378, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26890, "question_id"=>30583, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30584, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>9378, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26891, "question_id"=>30584, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30585, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>9378, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26892, "question_id"=>30585, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>9379, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>1446, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>30586, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>9379, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26893, "question_id"=>30586, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30587, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>9379, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26894, "question_id"=>30587, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30588, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>9379, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26895, "question_id"=>30588, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>9380, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>1446, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>30589, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>9380, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26896, "question_id"=>30589, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30590, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>9380, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26897, "question_id"=>30590, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>9381, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>1446, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>30591, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>9381, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26898, "question_id"=>30591, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30592, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>9381, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26899, "question_id"=>30592, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30593, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>9381, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26900, "question_id"=>30593, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>9382, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>1446, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>30594, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>9382, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26901, "question_id"=>30594, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30595, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>9382, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26902, "question_id"=>30595, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30596, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>9382, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26903, "question_id"=>30596, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>9383, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>1446, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>30597, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>9383, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26904, "question_id"=>30597, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30598, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>9383, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26905, "question_id"=>30598, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30599, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>9383, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26906, "question_id"=>30599, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>1452, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>38, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>168320283, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>1449, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>1452, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>9398, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>1449, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>30642, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>9398, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26949, "question_id"=>30642, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30643, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>9398, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26950, "question_id"=>30643, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30644, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>9398, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26951, "question_id"=>30644, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>9399, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>1449, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>30645, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>9399, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26952, "question_id"=>30645, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30646, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>9399, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26953, "question_id"=>30646, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30647, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>9399, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26954, "question_id"=>30647, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>9400, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>1449, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>30648, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>9400, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26955, "question_id"=>30648, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30649, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>9400, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26956, "question_id"=>30649, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30650, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>9400, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26957, "question_id"=>30650, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>9401, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>1449, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>30651, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>9401, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26958, "question_id"=>30651, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30652, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>9401, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26959, "question_id"=>30652, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>9402, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>1449, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>30653, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>9402, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26960, "question_id"=>30653, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30654, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>9402, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26961, "question_id"=>30654, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30655, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>9402, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26962, "question_id"=>30655, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>9403, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>1449, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>30656, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>9403, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26963, "question_id"=>30656, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30657, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>9403, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26964, "question_id"=>30657, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30658, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>9403, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26965, "question_id"=>30658, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>9404, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>1449, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>30659, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>9404, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26966, "question_id"=>30659, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30660, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>9404, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26967, "question_id"=>30660, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>30661, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>9404, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>26968, "question_id"=>30661, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>1601, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>41, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1078186596, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>1598, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>1601, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>10413, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>1598, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>33766, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>10413, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>29843, "question_id"=>33766, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>33767, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>10413, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>29844, "question_id"=>33767, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>33768, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>10413, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>29845, "question_id"=>33768, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>10414, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>1598, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>33769, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>10414, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>29846, "question_id"=>33769, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>33770, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>10414, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>29847, "question_id"=>33770, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>33771, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>10414, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>29848, "question_id"=>33771, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>10415, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>1598, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>33772, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>10415, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>29849, "question_id"=>33772, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>33773, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>10415, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>29850, "question_id"=>33773, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>33774, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>10415, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>29851, "question_id"=>33774, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>10416, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>1598, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>33775, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>10416, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>29852, "question_id"=>33775, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>33776, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>10416, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>29853, "question_id"=>33776, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>10417, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>1598, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>33777, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>10417, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>29854, "question_id"=>33777, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>33778, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>10417, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>29855, "question_id"=>33778, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>33779, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>10417, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>29856, "question_id"=>33779, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>10418, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>1598, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>33780, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>10418, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>29857, "question_id"=>33780, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>33781, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>10418, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>29858, "question_id"=>33781, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>33782, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>10418, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>29859, "question_id"=>33782, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>10419, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>1598, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>33783, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>10419, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>29860, "question_id"=>33783, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>33784, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>10419, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>29861, "question_id"=>33784, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>33785, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>10419, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>29862, "question_id"=>33785, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>1629, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>44, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1607055520, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>1626, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>1629, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>10602, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>1626, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>34349, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>10602, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30398, "question_id"=>34349, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34350, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>10602, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30399, "question_id"=>34350, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34351, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>10602, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30400, "question_id"=>34351, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>10603, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>1626, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>34352, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>10603, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30401, "question_id"=>34352, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34353, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>10603, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30402, "question_id"=>34353, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34354, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>10603, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30403, "question_id"=>34354, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>10604, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>1626, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>34355, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>10604, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30404, "question_id"=>34355, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34356, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>10604, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30405, "question_id"=>34356, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34357, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>10604, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30406, "question_id"=>34357, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>10605, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>1626, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>34358, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>10605, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30407, "question_id"=>34358, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34359, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>10605, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30408, "question_id"=>34359, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>10606, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>1626, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>34360, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>10606, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30409, "question_id"=>34360, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34361, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>10606, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30410, "question_id"=>34361, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34362, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>10606, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30411, "question_id"=>34362, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>10607, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>1626, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>34363, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>10607, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30412, "question_id"=>34363, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34364, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>10607, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30413, "question_id"=>34364, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34365, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>10607, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30414, "question_id"=>34365, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>10608, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>1626, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>34366, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>10608, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30415, "question_id"=>34366, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34367, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>10608, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30416, "question_id"=>34367, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34368, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>10608, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30417, "question_id"=>34368, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>1633, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>43, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1861771980, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>1630, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>1633, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>10629, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>1630, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>34431, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>10629, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30476, "question_id"=>34431, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34432, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>10629, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30477, "question_id"=>34432, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34433, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>10629, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30478, "question_id"=>34433, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>10630, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>1630, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>34434, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>10630, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30479, "question_id"=>34434, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34435, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>10630, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30480, "question_id"=>34435, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34436, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>10630, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30481, "question_id"=>34436, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>10631, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>1630, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>34437, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>10631, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30482, "question_id"=>34437, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34438, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>10631, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30483, "question_id"=>34438, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34439, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>10631, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30484, "question_id"=>34439, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>10632, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>1630, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>34440, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>10632, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30485, "question_id"=>34440, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34441, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>10632, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30486, "question_id"=>34441, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>10633, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>1630, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>34442, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>10633, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30487, "question_id"=>34442, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34443, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>10633, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30488, "question_id"=>34443, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34444, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>10633, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30489, "question_id"=>34444, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>10634, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>1630, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>34445, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>10634, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30490, "question_id"=>34445, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34446, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>10634, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30491, "question_id"=>34446, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34447, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>10634, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30492, "question_id"=>34447, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>10635, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>1630, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>34448, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>10635, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30493, "question_id"=>34448, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34449, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>10635, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30494, "question_id"=>34449, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>34450, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>10635, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>30495, "question_id"=>34450, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>1790, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>31, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1210417488, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>1788, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>1790, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>11642, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>1788, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>37376, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>11642, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>33389, "question_id"=>37376, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>37377, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>11642, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>33390, "question_id"=>37377, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>37378, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>11642, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>33391, "question_id"=>37378, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>11643, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>1788, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>37379, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>11643, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>33392, "question_id"=>37379, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>37380, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>11643, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>33393, "question_id"=>37380, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>37381, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>11643, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>33394, "question_id"=>37381, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>11644, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>1788, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>37382, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>11644, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>33395, "question_id"=>37382, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>37383, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>11644, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>33396, "question_id"=>37383, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>37384, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>11644, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>33397, "question_id"=>37384, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>11645, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>1788, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>37385, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>11645, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>33398, "question_id"=>37385, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>37386, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>11645, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>33399, "question_id"=>37386, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>11646, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>1788, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>37387, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>11646, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>33400, "question_id"=>37387, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>37388, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>11646, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>33401, "question_id"=>37388, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>37389, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>11646, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>33402, "question_id"=>37389, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>11647, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>1788, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>37390, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>11647, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>33403, "question_id"=>37390, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>37391, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>11647, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>33404, "question_id"=>37391, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>37392, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>11647, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>33405, "question_id"=>37392, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>11648, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>1788, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>37393, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>11648, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>33406, "question_id"=>37393, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>37394, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>11648, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>33407, "question_id"=>37394, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>37395, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>11648, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>33408, "question_id"=>37395, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>1915, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>45, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1621743415, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>1911, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>1915, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>12442, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>1911, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>39725, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>12442, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>35683, "question_id"=>39725, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>39726, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>12442, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>35684, "question_id"=>39726, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>39727, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>12442, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>35685, "question_id"=>39727, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>12443, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>1911, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>39728, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>12443, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>35686, "question_id"=>39728, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>39729, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>12443, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>35687, "question_id"=>39729, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>39730, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>12443, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>35688, "question_id"=>39730, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>12444, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>1911, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>39731, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>12444, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>35689, "question_id"=>39731, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>39732, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>12444, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>35690, "question_id"=>39732, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>39733, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>12444, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>35691, "question_id"=>39733, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>12445, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>1911, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>39734, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>12445, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>35692, "question_id"=>39734, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>39735, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>12445, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>35693, "question_id"=>39735, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>12446, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>1911, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>39736, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>12446, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>35694, "question_id"=>39736, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>39737, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>12446, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>35695, "question_id"=>39737, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>39738, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>12446, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>35696, "question_id"=>39738, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>12447, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>1911, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>39739, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>12447, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>35697, "question_id"=>39739, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>39740, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>12447, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>35698, "question_id"=>39740, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>39741, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>12447, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>35699, "question_id"=>39741, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>12448, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>1911, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>39742, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>12448, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>35700, "question_id"=>39742, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>39743, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>12448, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>35701, "question_id"=>39743, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>39744, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>12448, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>35702, "question_id"=>39744, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>1970, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>48, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>63416960, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>1967, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>1970, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>12797, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>1967, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>40736, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>12797, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36719, "question_id"=>40736, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40737, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>12797, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36720, "question_id"=>40737, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40738, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>12797, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36721, "question_id"=>40738, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>12798, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>1967, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>40739, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>12798, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36722, "question_id"=>40739, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40740, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>12798, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36723, "question_id"=>40740, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40741, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>12798, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36724, "question_id"=>40741, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>12799, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>1967, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>40742, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>12799, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36725, "question_id"=>40742, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40743, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>12799, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36726, "question_id"=>40743, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40744, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>12799, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36727, "question_id"=>40744, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>12800, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>1967, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>40745, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>12800, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36728, "question_id"=>40745, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40746, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>12800, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36729, "question_id"=>40746, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>12801, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>1967, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>40747, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>12801, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36730, "question_id"=>40747, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40748, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>12801, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36731, "question_id"=>40748, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40749, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>12801, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36732, "question_id"=>40749, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>12802, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>1967, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>40750, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>12802, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36733, "question_id"=>40750, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40751, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>12802, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36734, "question_id"=>40751, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40752, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>12802, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36735, "question_id"=>40752, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>12803, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>1967, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>40753, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>12803, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36736, "question_id"=>40753, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40754, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>12803, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36737, "question_id"=>40754, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40755, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>12803, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36738, "question_id"=>40755, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>1971, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>47, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>2032470749, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>1968, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>1971, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>12804, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>1968, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>40756, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>12804, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36739, "question_id"=>40756, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40757, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>12804, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36740, "question_id"=>40757, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40758, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>12804, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36741, "question_id"=>40758, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>12805, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>1968, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>40759, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>12805, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36742, "question_id"=>40759, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40760, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>12805, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36743, "question_id"=>40760, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40761, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>12805, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36744, "question_id"=>40761, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>12806, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>1968, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>40762, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>12806, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36745, "question_id"=>40762, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40763, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>12806, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36746, "question_id"=>40763, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40764, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>12806, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36747, "question_id"=>40764, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>12807, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>1968, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>40765, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>12807, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36748, "question_id"=>40765, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40766, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>12807, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36749, "question_id"=>40766, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>12808, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>1968, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>40767, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>12808, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36750, "question_id"=>40767, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40768, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>12808, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36751, "question_id"=>40768, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40769, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>12808, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36752, "question_id"=>40769, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>12809, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>1968, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>40770, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>12809, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36753, "question_id"=>40770, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40771, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>12809, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36754, "question_id"=>40771, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40772, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>12809, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36755, "question_id"=>40772, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>12810, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>1968, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>40773, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>12810, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36756, "question_id"=>40773, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40774, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>12810, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36757, "question_id"=>40774, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>40775, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>12810, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>36758, "question_id"=>40775, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>2012, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>50, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>27539199, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>2010, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>2012, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>13078, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>2010, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>41552, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>13078, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>37535, "question_id"=>41552, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>41553, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>13078, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>37536, "question_id"=>41553, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>41554, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>13078, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>37537, "question_id"=>41554, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>13079, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>2010, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>41555, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>13079, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>37538, "question_id"=>41555, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>41556, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>13079, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>37539, "question_id"=>41556, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>41557, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>13079, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>37540, "question_id"=>41557, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>13080, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>2010, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>41558, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>13080, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>37541, "question_id"=>41558, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>41559, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>13080, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>37542, "question_id"=>41559, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>41560, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>13080, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>37543, "question_id"=>41560, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>13081, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>2010, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>41561, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>13081, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>37544, "question_id"=>41561, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>41562, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>13081, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>37545, "question_id"=>41562, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>13082, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>2010, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>41563, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>13082, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>37546, "question_id"=>41563, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>41564, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>13082, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>37547, "question_id"=>41564, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>41565, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>13082, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>37548, "question_id"=>41565, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>13083, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>2010, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>41566, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>13083, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>37549, "question_id"=>41566, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>41567, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>13083, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>37550, "question_id"=>41567, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>41568, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>13083, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>37551, "question_id"=>41568, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>13084, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>2010, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>41569, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>13084, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>37552, "question_id"=>41569, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>41570, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>13084, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>37553, "question_id"=>41570, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>41571, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>13084, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>37554, "question_id"=>41571, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>2142, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>36, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>793234036, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>2139, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>2142, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>13889, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>2139, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>43843, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>13889, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>39854, "question_id"=>43843, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>43844, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>13889, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>39855, "question_id"=>43844, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>43845, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>13889, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>39856, "question_id"=>43845, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>13890, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>2139, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>43846, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>13890, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>39857, "question_id"=>43846, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>43847, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>13890, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>39858, "question_id"=>43847, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>43848, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>13890, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>39859, "question_id"=>43848, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>13891, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>2139, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>43849, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>13891, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>39860, "question_id"=>43849, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>43850, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>13891, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>39861, "question_id"=>43850, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>43851, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>13891, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>39862, "question_id"=>43851, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>13892, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>2139, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>43852, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>13892, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>39863, "question_id"=>43852, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>43853, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>13892, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>39864, "question_id"=>43853, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>13893, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>2139, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>43854, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>13893, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>39865, "question_id"=>43854, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>43855, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>13893, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>39866, "question_id"=>43855, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>43856, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>13893, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>39867, "question_id"=>43856, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>13894, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>2139, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>43857, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>13894, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>39868, "question_id"=>43857, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>43858, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>13894, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>39869, "question_id"=>43858, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>43859, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>13894, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>39870, "question_id"=>43859, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>13895, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>2139, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>43860, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>13895, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>39871, "question_id"=>43860, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>43861, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>13895, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>39872, "question_id"=>43861, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>43862, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>13895, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>39873, "question_id"=>43862, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>2222, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>46, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>42138341, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>2219, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>2222, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>14376, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>2219, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>45177, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>14376, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>41271, "question_id"=>45177, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>45178, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>14376, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>41272, "question_id"=>45178, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>45179, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>14376, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>41273, "question_id"=>45179, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>14377, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>2219, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>45180, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>14377, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>41274, "question_id"=>45180, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>45181, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>14377, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>41275, "question_id"=>45181, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>45182, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>14377, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>41276, "question_id"=>45182, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>14378, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>2219, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>45183, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>14378, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>41277, "question_id"=>45183, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>45184, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>14378, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>41278, "question_id"=>45184, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>45185, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>14378, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>41279, "question_id"=>45185, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>14379, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>2219, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>45186, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>14379, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>41280, "question_id"=>45186, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>45187, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>14379, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>41281, "question_id"=>45187, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>14380, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>2219, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>45188, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>14380, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>41282, "question_id"=>45188, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>45189, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>14380, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>41283, "question_id"=>45189, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>45190, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>14380, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>41284, "question_id"=>45190, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>14381, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>2219, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>45191, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>14381, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>41285, "question_id"=>45191, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>45192, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>14381, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>41286, "question_id"=>45192, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>45193, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>14381, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>41287, "question_id"=>45193, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>14382, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>2219, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>45194, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>14382, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>41288, "question_id"=>45194, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>45195, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>14382, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>41289, "question_id"=>45195, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>45196, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>14382, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>41290, "question_id"=>45196, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>2323, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>49, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>274482998, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>2318, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>2323, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>14952, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>2318, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>46777, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>14952, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>42916, "question_id"=>46777, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>46778, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>14952, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>42917, "question_id"=>46778, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>46779, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>14952, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>42918, "question_id"=>46779, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>14953, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>2318, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>46780, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>14953, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>42919, "question_id"=>46780, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>46781, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>14953, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>42920, "question_id"=>46781, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>46782, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>14953, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>42921, "question_id"=>46782, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>14954, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>2318, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>46783, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>14954, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>42922, "question_id"=>46783, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>46784, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>14954, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>42923, "question_id"=>46784, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>46785, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>14954, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>42924, "question_id"=>46785, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>14955, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>2318, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>46786, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>14955, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>42925, "question_id"=>46786, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>46787, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>14955, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>42926, "question_id"=>46787, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>14956, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>2318, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>46788, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>14956, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>42927, "question_id"=>46788, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>46789, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>14956, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>42928, "question_id"=>46789, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>46790, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>14956, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>42929, "question_id"=>46790, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>14957, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>2318, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>46791, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>14957, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>42930, "question_id"=>46791, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>46792, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>14957, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>42931, "question_id"=>46792, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>46793, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>14957, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>42932, "question_id"=>46793, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>14958, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>2318, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>46794, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>14958, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>42933, "question_id"=>46794, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>46795, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>14958, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>42934, "question_id"=>46795, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>46796, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>14958, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>42935, "question_id"=>46796, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>2532, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>55, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1250917036, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>2526, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>2532, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>16295, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>2526, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>50720, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>16295, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>46923, "question_id"=>50720, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>50721, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>16295, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>46924, "question_id"=>50721, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>50722, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>16295, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>46925, "question_id"=>50722, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>16296, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>2526, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>50723, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>16296, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>46926, "question_id"=>50723, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>50724, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>16296, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>46927, "question_id"=>50724, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>50725, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>16296, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>46928, "question_id"=>50725, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>16297, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>2526, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>50726, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>16297, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>46929, "question_id"=>50726, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>50727, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>16297, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>46930, "question_id"=>50727, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>50728, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>16297, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>46931, "question_id"=>50728, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>16298, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>2526, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>50729, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>16298, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>46932, "question_id"=>50729, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>50730, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>16298, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>46933, "question_id"=>50730, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>16299, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>2526, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>50731, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>16299, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>46934, "question_id"=>50731, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>50732, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>16299, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>46935, "question_id"=>50732, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>50733, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>16299, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>46936, "question_id"=>50733, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>16300, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>2526, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>50734, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>16300, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>46937, "question_id"=>50734, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>50735, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>16300, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>46938, "question_id"=>50735, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>50736, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>16300, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>46939, "question_id"=>50736, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>16301, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>2526, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>50737, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>16301, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>46940, "question_id"=>50737, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>50738, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>16301, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>46941, "question_id"=>50738, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>50739, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>16301, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>46942, "question_id"=>50739, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>2551, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>51, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1507117752, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>2544, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>2551, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>16414, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>2544, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>51071, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>16414, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47261, "question_id"=>51071, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51072, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>16414, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47262, "question_id"=>51072, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51073, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>16414, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47263, "question_id"=>51073, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>16415, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>2544, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>51074, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>16415, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47264, "question_id"=>51074, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51075, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>16415, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47265, "question_id"=>51075, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51076, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>16415, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47266, "question_id"=>51076, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>16416, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>2544, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>51077, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>16416, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47267, "question_id"=>51077, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51078, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>16416, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47268, "question_id"=>51078, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51079, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>16416, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47269, "question_id"=>51079, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>16417, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>2544, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>51080, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>16417, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47270, "question_id"=>51080, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51081, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>16417, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47271, "question_id"=>51081, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>16418, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>2544, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>51082, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>16418, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47272, "question_id"=>51082, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51083, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>16418, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47273, "question_id"=>51083, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51084, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>16418, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47274, "question_id"=>51084, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>16419, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>2544, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>51085, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>16419, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47275, "question_id"=>51085, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51086, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>16419, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47276, "question_id"=>51086, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51087, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>16419, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47277, "question_id"=>51087, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>16420, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>2544, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>51088, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>16420, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47278, "question_id"=>51088, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51089, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>16420, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47279, "question_id"=>51089, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51090, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>16420, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47280, "question_id"=>51090, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>2566, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>52, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>649689810, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>2558, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>2566, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>16505, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>2558, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>51364, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>16505, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47540, "question_id"=>51364, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51365, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>16505, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47541, "question_id"=>51365, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51366, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>16505, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47542, "question_id"=>51366, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>16506, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>2558, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>51367, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>16506, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47543, "question_id"=>51367, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51368, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>16506, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47544, "question_id"=>51368, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51369, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>16506, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47545, "question_id"=>51369, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>16507, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>2558, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>51370, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>16507, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47546, "question_id"=>51370, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51371, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>16507, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47547, "question_id"=>51371, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51372, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>16507, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47548, "question_id"=>51372, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>16508, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>2558, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>51373, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>16508, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47549, "question_id"=>51373, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51374, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>16508, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47550, "question_id"=>51374, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>16509, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>2558, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>51375, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>16509, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47551, "question_id"=>51375, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51376, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>16509, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47552, "question_id"=>51376, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51377, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>16509, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47553, "question_id"=>51377, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>16510, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>2558, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>51378, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>16510, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47554, "question_id"=>51378, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51379, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>16510, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47555, "question_id"=>51379, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51380, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>16510, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47556, "question_id"=>51380, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>16511, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>2558, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>51381, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>16511, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47557, "question_id"=>51381, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51382, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>16511, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47558, "question_id"=>51382, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>51383, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>16511, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>47559, "question_id"=>51383, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>2800, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>35, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>116702609, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>2792, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>2800, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>18066, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>2792, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>56195, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>18066, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>52029, "question_id"=>56195, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>56196, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>18066, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>52030, "question_id"=>56196, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>56197, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>18066, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>52031, "question_id"=>56197, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>18067, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>2792, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>56198, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>18067, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>52032, "question_id"=>56198, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>56199, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>18067, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>52033, "question_id"=>56199, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>56200, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>18067, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>52034, "question_id"=>56200, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>18068, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>2792, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>56201, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>18068, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>52035, "question_id"=>56201, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>56202, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>18068, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>52036, "question_id"=>56202, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>56203, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>18068, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>52037, "question_id"=>56203, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>18069, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>2792, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>56204, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>18069, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>52038, "question_id"=>56204, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>56205, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>18069, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>52039, "question_id"=>56205, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>18070, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>2792, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>56206, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>18070, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>52040, "question_id"=>56206, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>56207, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>18070, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>52041, "question_id"=>56207, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>56208, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>18070, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>52042, "question_id"=>56208, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>18071, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>2792, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>56209, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>18071, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>52043, "question_id"=>56209, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>56210, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>18071, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>52044, "question_id"=>56210, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>56211, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>18071, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>52045, "question_id"=>56211, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>18072, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>2792, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>56212, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>18072, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>52046, "question_id"=>56212, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>56213, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>18072, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>52047, "question_id"=>56213, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>56214, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>18072, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>52048, "question_id"=>56214, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>3076, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>57, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>2055405814, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3066, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3076, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>19703, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3066, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>60843, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>19703, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>56786, "question_id"=>60843, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>60844, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>19703, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>56787, "question_id"=>60844, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>60845, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>19703, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>56788, "question_id"=>60845, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>19704, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3066, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>60846, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>19704, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>56789, "question_id"=>60846, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>60847, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>19704, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>56790, "question_id"=>60847, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>60848, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>19704, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>56791, "question_id"=>60848, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>19705, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3066, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>60849, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>19705, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>56792, "question_id"=>60849, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>60850, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>19705, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>56793, "question_id"=>60850, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>60851, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>19705, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>56794, "question_id"=>60851, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>19706, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3066, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>60852, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>19706, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>56795, "question_id"=>60852, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>60853, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>19706, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>56796, "question_id"=>60853, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>19707, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3066, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>60854, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>19707, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>56797, "question_id"=>60854, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>60855, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>19707, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>56798, "question_id"=>60855, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>60856, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>19707, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>56799, "question_id"=>60856, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>19708, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3066, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>60857, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>19708, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>56800, "question_id"=>60857, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>60858, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>19708, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>56801, "question_id"=>60858, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>60859, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>19708, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>56802, "question_id"=>60859, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>19709, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3066, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>60860, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>19709, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>56803, "question_id"=>60860, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>60861, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>19709, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>56804, "question_id"=>60861, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>60862, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>19709, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>56805, "question_id"=>60862, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>3208, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>54, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>2124579896, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3197, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3208, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>20582, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3197, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>63471, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>20582, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>59269, "question_id"=>63471, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>63472, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>20582, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>59270, "question_id"=>63472, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>63473, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>20582, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>59271, "question_id"=>63473, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>20583, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3197, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>63474, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>20583, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>59272, "question_id"=>63474, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>63475, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>20583, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>59273, "question_id"=>63475, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>63476, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>20583, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>59274, "question_id"=>63476, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>20584, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3197, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>63477, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>20584, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>59275, "question_id"=>63477, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>63478, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>20584, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>59276, "question_id"=>63478, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>63479, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>20584, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>59277, "question_id"=>63479, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>20585, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3197, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>63480, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>20585, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>59278, "question_id"=>63480, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>63481, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>20585, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>59279, "question_id"=>63481, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>20586, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3197, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>63482, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>20586, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>59280, "question_id"=>63482, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>63483, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>20586, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>59281, "question_id"=>63483, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>63484, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>20586, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>59282, "question_id"=>63484, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>20587, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3197, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>63485, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>20587, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>59283, "question_id"=>63485, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>63486, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>20587, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>59284, "question_id"=>63486, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>63487, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>20587, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>59285, "question_id"=>63487, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>20588, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3197, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>63488, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>20588, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>59286, "question_id"=>63488, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>63489, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>20588, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>59287, "question_id"=>63489, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>63490, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>20588, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>59288, "question_id"=>63490, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>3342, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>56, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>1781386938, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3329, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3342, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>21448, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3329, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>66033, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>21448, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>61854, "question_id"=>66033, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>66034, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>21448, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>61855, "question_id"=>66034, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>66035, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>21448, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>61856, "question_id"=>66035, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21449, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3329, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>66036, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>21449, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>61857, "question_id"=>66036, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>66037, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>21449, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>61858, "question_id"=>66037, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>66038, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>21449, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>61859, "question_id"=>66038, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21450, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3329, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>66039, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>21450, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>61860, "question_id"=>66039, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>66040, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>21450, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>61861, "question_id"=>66040, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>66041, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>21450, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>61862, "question_id"=>66041, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21451, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3329, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>66042, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>21451, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>61863, "question_id"=>66042, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>66043, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>21451, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>61864, "question_id"=>66043, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21452, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3329, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>66044, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>21452, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>61865, "question_id"=>66044, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>66045, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>21452, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>61866, "question_id"=>66045, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>66046, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>21452, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>61867, "question_id"=>66046, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21453, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3329, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>66047, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>21453, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>61868, "question_id"=>66047, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>66048, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>21453, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>61869, "question_id"=>66048, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>66049, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>21453, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>61870, "question_id"=>66049, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21454, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3329, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>66050, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>21454, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>61871, "question_id"=>66050, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>66051, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>21454, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>61872, "question_id"=>66051, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>66052, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>21454, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>61873, "question_id"=>66052, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>3396, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>58, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>12, "family_id"=>583623744, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3383, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3396, "modifiable"=>false, "versionable_id"=>nil}) -Section.create({"id"=>21809, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3383, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>67147, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>21809, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>62946, "question_id"=>67147, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67148, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>21809, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>62947, "question_id"=>67148, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67149, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>21809, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>62948, "question_id"=>67149, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21810, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3383, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>67150, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>21810, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>62949, "question_id"=>67150, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67151, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>21810, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>62950, "question_id"=>67151, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67152, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>21810, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>62951, "question_id"=>67152, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21811, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3383, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>67153, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>21811, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>62952, "question_id"=>67153, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67154, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>21811, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>62953, "question_id"=>67154, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67155, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>21811, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>62954, "question_id"=>67155, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21812, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3383, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>67156, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>21812, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>62955, "question_id"=>67156, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67157, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>21812, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>62956, "question_id"=>67157, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21813, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3383, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>67158, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>21813, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>62957, "question_id"=>67158, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67159, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>21813, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>62958, "question_id"=>67159, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67160, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>21813, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>62959, "question_id"=>67160, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21814, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3383, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>67161, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>21814, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>62960, "question_id"=>67161, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67162, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>21814, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>62961, "question_id"=>67162, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67163, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>21814, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>62962, "question_id"=>67163, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21815, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3383, "modifiable"=>false, "versionable_id"=>nil}) -Question.create({"id"=>67164, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>21815, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>62963, "question_id"=>67164, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67165, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>21815, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>62964, "question_id"=>67165, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67166, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>21815, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>nil}) -Annotation.create({"id"=>62965, "question_id"=>67166, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>3402, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>1088, "visibility"=>"organisationally_visible", "customization_of"=>nil, "family_id"=>12, "archived"=>true, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3389, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3402, "modifiable"=>true, "versionable_id"=>nil}) -Section.create({"id"=>21847, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3389, "modifiable"=>true, "versionable_id"=>nil}) -Question.create({"id"=>67252, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>21847, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) -Annotation.create({"id"=>63037, "question_id"=>67252, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67253, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>21847, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) -Annotation.create({"id"=>63038, "question_id"=>67253, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67254, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>21847, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) -Annotation.create({"id"=>63039, "question_id"=>67254, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21848, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3389, "modifiable"=>true, "versionable_id"=>nil}) -Question.create({"id"=>67255, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>21848, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) -Annotation.create({"id"=>63040, "question_id"=>67255, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67256, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>21848, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) -Annotation.create({"id"=>63041, "question_id"=>67256, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67257, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>21848, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) -Annotation.create({"id"=>63042, "question_id"=>67257, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21849, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3389, "modifiable"=>true, "versionable_id"=>nil}) -Question.create({"id"=>67258, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>21849, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) -Annotation.create({"id"=>63043, "question_id"=>67258, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67259, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>21849, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) -Annotation.create({"id"=>63044, "question_id"=>67259, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67260, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>21849, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) -Annotation.create({"id"=>63045, "question_id"=>67260, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21850, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3389, "modifiable"=>true, "versionable_id"=>nil}) -Question.create({"id"=>67261, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>21850, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) -Annotation.create({"id"=>63046, "question_id"=>67261, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67262, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>21850, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) -Annotation.create({"id"=>63047, "question_id"=>67262, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21851, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3389, "modifiable"=>true, "versionable_id"=>nil}) -Question.create({"id"=>67263, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>21851, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) -Annotation.create({"id"=>63048, "question_id"=>67263, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67264, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>21851, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) -Annotation.create({"id"=>63049, "question_id"=>67264, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67265, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>21851, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) -Annotation.create({"id"=>63050, "question_id"=>67265, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21852, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3389, "modifiable"=>true, "versionable_id"=>nil}) -Question.create({"id"=>67266, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>21852, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) -Annotation.create({"id"=>63051, "question_id"=>67266, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67267, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>21852, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) -Annotation.create({"id"=>63052, "question_id"=>67267, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67268, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>21852, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) -Annotation.create({"id"=>63053, "question_id"=>67268, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21853, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3389, "modifiable"=>true, "versionable_id"=>nil}) -Question.create({"id"=>67269, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>21853, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) -Annotation.create({"id"=>63054, "question_id"=>67269, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67270, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>21853, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) -Annotation.create({"id"=>63055, "question_id"=>67270, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67271, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>21853, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>nil}) -Annotation.create({"id"=>63056, "question_id"=>67271, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>3412, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>22, "locale"=>"en-CA", "is_default"=>false, "version"=>1, "visibility"=>"organisationally_visible", "customization_of"=>878086536, "family_id"=>1200412797, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3398, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3412, "modifiable"=>false, "versionable_id"=>"061b1c99-eb12-4550-be0b-445b1b77fe79"}) -Section.create({"id"=>21899, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3398, "modifiable"=>false, "versionable_id"=>"a9f6cae1-7d62-4959-ab4f-40d968550b5b"}) -Question.create({"id"=>67422, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>21899, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ce1a261f-1b7d-453f-8fd0-669685be1fa0"}) -Annotation.create({"id"=>63163, "question_id"=>67422, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63164, "question_id"=>67422, "org_id"=>22, "text"=>"The University of Guelph Library's Data Resource Centre provides data collection and creation support including support for the design and creation of web surveys and access to data resources including numeric and geospatial databases.
\r\nThe Library also hosts the University of Guelph Branch Research Data Centre (BRDC) where approved academic staff and students can securely access detailed microdata and administrative datasets from Statistics Canada.
\r\nFor more information, contact us at lib.research@uoguelph.ca.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67423, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>21899, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1849c3af-003d-49a6-82d0-7e84a31cc34d"}) -Annotation.create({"id"=>63165, "question_id"=>67423, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63166, "question_id"=>67423, "org_id"=>22, "text"=>"The University of Guelph Library provides training and support related to Research Data Management. Please contact us at lib.research@uoguelph.ca for more information.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67424, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>21899, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"aa6e7a0e-0618-412d-96d5-33229db0a7ae"}) -Annotation.create({"id"=>63167, "question_id"=>67424, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63168, "question_id"=>67424, "org_id"=>22, "text"=>"Please see Organising Information for more information regarding developing a strategy for how you will manage your project files throughout the research process including directory structure, file naming conventions and versioning.
\r\nPlease contact us at lib.research@uoguelph.ca for additional support.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21900, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3398, "modifiable"=>false, "versionable_id"=>"232dc857-e0a6-4f21-ab49-5fc1b774f47e"}) -Question.create({"id"=>67425, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>21900, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"699da8a5-cf78-47d7-afc1-8e34361ba151"}) -Annotation.create({"id"=>63169, "question_id"=>67425, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63170, "question_id"=>67425, "org_id"=>22, "text"=>"The University of Guelph Library has created a Data Management Planning Checklist which can be used to identify and keep track of the data management practices that you will utilize throughout the data life-cycle, including what information and tools will be used to document your work.
\r\nFor more information see Documenting Your Work or contact us at lib.research@uoguelph.ca.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67426, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>21900, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b8eb5119-07a6-4d55-a1d2-ae56f31d3303"}) -Annotation.create({"id"=>63171, "question_id"=>67426, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63172, "question_id"=>67426, "org_id"=>22, "text"=>"Review Documenting Your Work for more information regarding creating and tracking metadata throughout the research process.
\r\nPlease contact us at lib.research@uoguelph.ca for additional support.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67427, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>21900, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9764c800-f963-4427-b27c-b145af948397"}) -Annotation.create({"id"=>63173, "question_id"=>67427, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63174, "question_id"=>67427, "org_id"=>22, "text"=>"Please see Documenting Your Work - Using Standards, Taxonomies, Classification Systems for more about information about categorising and documenting your data or contact us at lib.research@uoguelph.ca.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21901, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3398, "modifiable"=>false, "versionable_id"=>"e373933f-bbd6-40a5-a0bd-74aade0a0789"}) -Question.create({"id"=>67428, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>21901, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ba6ff152-5b47-4b8d-aadd-cdcc31bdd127"}) -Annotation.create({"id"=>63175, "question_id"=>67428, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67429, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>21901, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"57316b98-b809-4013-96e6-771ebf4df275"}) -Annotation.create({"id"=>63176, "question_id"=>67429, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63177, "question_id"=>67429, "org_id"=>22, "text"=>"On campus, Computing and Communications Services (CCS) provides support for short-term storage and backup.
\r\nPlease see Storage & Security for more information or contact us at lib.research@uoguelph.ca.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67430, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>21901, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f4d5b796-a2e3-4270-9e69-938a574bd8eb"}) -Annotation.create({"id"=>63178, "question_id"=>67430, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63179, "question_id"=>67430, "org_id"=>22, "text"=>"On campus, Computing and Communications Services (CCS) provides support for file security and encryption.
\r\nInformation Security services provided through the Office of the CIO, offers encryption and file security training.
\r\nPlease see Storage & Security or contact us at lib.research@uoguelph.ca for more information.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21902, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3398, "modifiable"=>false, "versionable_id"=>"d51c3b68-bff0-47fc-8986-365fb6caffbd"}) -Question.create({"id"=>67431, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>21902, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6894a485-ec1a-478e-acfe-1426bb7eff19"}) -Annotation.create({"id"=>63180, "question_id"=>67431, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63181, "question_id"=>67431, "org_id"=>22, "text"=>"The University of Guelph Library provides support for researchers in determining the appropriate method and location for the preservation of data.
\r\nWe also maintain two research data respositories, the Agri-environmental Research Data Respository and the University of Guelph Research Data Repository, where University of Guelph researchers can deposit their data through a facilitated process.
\r\nPlease see Preserving Your Data or contact us at lib.research@uoguelph.ca for more information.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67432, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>21902, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9ae11c8f-232d-4e70-ae19-f178b4ba6280"}) -Annotation.create({"id"=>63182, "question_id"=>67432, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63183, "question_id"=>67432, "org_id"=>22, "text"=>"Please see Preservation and Sharing & Reuse for more information or contact us at lib.research@uoguelph.ca
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21903, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3398, "modifiable"=>false, "versionable_id"=>"34ea498e-4b0d-4b28-8188-410ce1a0c816"}) -Question.create({"id"=>67433, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>21903, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b2d259f1-e630-4fe0-ad86-f79c44fa939d"}) -Annotation.create({"id"=>63184, "question_id"=>67433, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67434, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>21903, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f9c385c6-075b-4502-bc08-3877ac5d6707"}) -Annotation.create({"id"=>63185, "question_id"=>67434, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63186, "question_id"=>67434, "org_id"=>22, "text"=>"Please see Sharing & Reuse - Conditions for Sharing for more information on licensing options or contact us at lib.research@uoguelph.ca
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67435, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>21903, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"71590c31-8ab9-4a0f-8730-dcbda95e4285"}) -Annotation.create({"id"=>63187, "question_id"=>67435, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63188, "question_id"=>67435, "org_id"=>22, "text"=>"The University of Guelph Library offers Research Data Management services that support researchers with the organization, management, dissemination, and preservation of their research data.
\r\nData deposited in the University of Guelph Research Data Repositories is assigned a Digital Object Identifier (DOI) which provides a persistent URL (link) to your data. The DOI can be used to cite, improve discovery, track usage and measure the impact of your data.
\r\nSharing data through a repository can also improve its discovery and dissemination since repository content is fully indexed and searchable in search engines such as Google.
\r\nFor more information, contact us at lib.research@uoguelph.ca.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21904, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3398, "modifiable"=>false, "versionable_id"=>"01f60403-fd2d-413c-b0d7-3ed260c63c9d"}) -Question.create({"id"=>67436, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>21904, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7d13021-4e8d-4d76-bb24-b7c59483b99e"}) -Annotation.create({"id"=>63189, "question_id"=>67436, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67437, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>21904, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b9b1727e-4dfe-47fb-87e6-33af1072a781"}) -Annotation.create({"id"=>63190, "question_id"=>67437, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67438, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>21904, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d9a79c64-16cf-487c-9931-49c4d04c5a15"}) -Annotation.create({"id"=>63191, "question_id"=>67438, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21905, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3398, "modifiable"=>false, "versionable_id"=>"e371d419-eeb7-41fc-adcb-3cf5e2c59837"}) -Question.create({"id"=>67439, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>21905, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0624e7e3-a3d4-4c3a-a0f9-18a24e9c6a89"}) -Annotation.create({"id"=>63192, "question_id"=>67439, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67440, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>21905, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7bd93db-135b-4948-91f5-8d60b7881a19"}) -Annotation.create({"id"=>63193, "question_id"=>67440, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63194, "question_id"=>67440, "org_id"=>22, "text"=>"The Tri-Council Policy Statement: Ethical Conduct for Research Involving Humans (Chapter 5) - D. Consent and Secondary Use of Identifiable Information for Research Purposes provides detailed guidance related to secondary use of research data.
\r\nPlease see Sharing & Reuse or contact us at lib.research@uoguelph.ca for more information on preparing your data for secondary use including obtaining consent, conditions for sharing and anonymising data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67441, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>21905, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"18be4a00-39ec-487f-a75d-b8f25764f19d"}) -Annotation.create({"id"=>63195, "question_id"=>67441, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63196, "question_id"=>67441, "org_id"=>22, "text"=>"Researchers should consult the Tri-Council Policy Statement: Ethical Conduct for Research Involvig Humans (TCPS2) for information on ethical obligations.
\r\nThe University of Guelph's Office of Research offers guidance related to Ethics and Regulatory Compliance as well as Intellectual Property Policy.
\r\nThe Office of Research also provides resources, training and detailed guidance related to research involving human participants through the Research Ethics/Protection of Human Participants webpage.
\r\nPlease see Sharing & Reuse or contact us at lib.research@uoguelph.ca for more information.
\r\n\r\n
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>3413, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>29, "locale"=>"en-CA", "is_default"=>false, "version"=>2, "visibility"=>"publicly_visible", "customization_of"=>878086536, "family_id"=>2078165786, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3399, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3413, "modifiable"=>false, "versionable_id"=>"061b1c99-eb12-4550-be0b-445b1b77fe79"}) -Section.create({"id"=>21906, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3399, "modifiable"=>false, "versionable_id"=>"a9f6cae1-7d62-4959-ab4f-40d968550b5b"}) -Question.create({"id"=>67442, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>21906, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ce1a261f-1b7d-453f-8fd0-669685be1fa0"}) -Annotation.create({"id"=>63197, "question_id"=>67442, "org_id"=>8, "text"=>"
Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67443, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>21906, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1849c3af-003d-49a6-82d0-7e84a31cc34d"}) -Annotation.create({"id"=>63199, "question_id"=>67443, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67444, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>21906, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"aa6e7a0e-0618-412d-96d5-33229db0a7ae"}) -Annotation.create({"id"=>63200, "question_id"=>67444, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21907, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3399, "modifiable"=>false, "versionable_id"=>"232dc857-e0a6-4f21-ab49-5fc1b774f47e"}) -Question.create({"id"=>67445, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>21907, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"699da8a5-cf78-47d7-afc1-8e34361ba151"}) -Annotation.create({"id"=>63201, "question_id"=>67445, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67446, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>21907, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b8eb5119-07a6-4d55-a1d2-ae56f31d3303"}) -Annotation.create({"id"=>63202, "question_id"=>67446, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67447, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>21907, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9764c800-f963-4427-b27c-b145af948397"}) -Annotation.create({"id"=>63203, "question_id"=>67447, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21908, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3399, "modifiable"=>false, "versionable_id"=>"e373933f-bbd6-40a5-a0bd-74aade0a0789"}) -Question.create({"id"=>67448, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>21908, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ba6ff152-5b47-4b8d-aadd-cdcc31bdd127"}) -Annotation.create({"id"=>63204, "question_id"=>67448, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63205, "question_id"=>67448, "org_id"=>29, "text"=>"Les Services informatiques ont une offre de services en soutien à la recherche. Ils peuvent vous aider à déterminer vos besoins de stockage et à mettre en place l’infrastructure nécessaire à votre projet de recherche.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67449, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>21908, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"57316b98-b809-4013-96e6-771ebf4df275"}) -Annotation.create({"id"=>63206, "question_id"=>67449, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63207, "question_id"=>67449, "org_id"=>29, "text"=>"Les Services informatiques peuvent vous assister dans l'élaboration de votre stratégie de sauvegarde.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67450, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>21908, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f4d5b796-a2e3-4270-9e69-938a574bd8eb"}) -Annotation.create({"id"=>63208, "question_id"=>67450, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63209, "question_id"=>67450, "org_id"=>29, "text"=>"Les Services informatiques offrent une solution locale de stockage et de partage de fichiers, au sein de l'infrastructure de recherche de l’UQAM: Service OwnCloud.
\r\nLes Services informatiques peuvent de plus vous aider à mettre au point les stratégies de collaboration et de sécurité entre vos différents espaces de travail.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21909, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3399, "modifiable"=>false, "versionable_id"=>"d51c3b68-bff0-47fc-8986-365fb6caffbd"}) -Question.create({"id"=>67451, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>21909, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6894a485-ec1a-478e-acfe-1426bb7eff19"}) -Annotation.create({"id"=>63210, "question_id"=>67451, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63211, "question_id"=>67451, "org_id"=>29, "text"=>"Un professionnel de l’équipe de soutien à la gestion des données de recherche peut vous aider à identifier des dépôts pertinents pour vos données: gdr@uqam.ca.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67452, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>21909, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9ae11c8f-232d-4e70-ae19-f178b4ba6280"}) -Annotation.create({"id"=>63212, "question_id"=>67452, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21910, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3399, "modifiable"=>false, "versionable_id"=>"34ea498e-4b0d-4b28-8188-410ce1a0c816"}) -Question.create({"id"=>67453, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>21910, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b2d259f1-e630-4fe0-ad86-f79c44fa939d"}) -Annotation.create({"id"=>63213, "question_id"=>67453, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63214, "question_id"=>67453, "org_id"=>29, "text"=>"La Politique de la recherche et de la création (Politique no 10) de l’UQAM souligne que « le partage des résultats de la recherche et de la création avec la société est une nécessité dans le cadre d’une politique de la recherche publique » et que « l’UQAM encourage tous les acteurs de la recherche et de la création et en particulier les professeures et les professeurs à diffuser et transférer les résultats de leurs travaux au sein de la société ».
\r\nLa Déclaration de principes des trois organismes sur la gestion des données numériques n’indique pas quelles données doivent être partagées. Elle a pour objectif « de promouvoir l’excellence dans les pratiques de gestion et d’intendance des données numériques de travaux de recherche financés par les organismes ». Il y est décrit de quelle façon la préservation, la conservation et le partage des données devraient être envisagés. À lire!
\r\nSuggestion: Voyez comment protéger vos données sensibles (dernière section du plan: « Conformité aux lois et à l’éthique ») et partagez tout ce qui peut l'être, après une analyse coût-bénéfice.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67454, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>21910, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f9c385c6-075b-4502-bc08-3877ac5d6707"}) -Annotation.create({"id"=>63215, "question_id"=>67454, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67455, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>21910, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"71590c31-8ab9-4a0f-8730-dcbda95e4285"}) -Annotation.create({"id"=>63216, "question_id"=>67455, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21911, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3399, "modifiable"=>false, "versionable_id"=>"01f60403-fd2d-413c-b0d7-3ed260c63c9d"}) -Question.create({"id"=>67456, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>21911, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7d13021-4e8d-4d76-bb24-b7c59483b99e"}) -Annotation.create({"id"=>63217, "question_id"=>67456, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67457, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>21911, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b9b1727e-4dfe-47fb-87e6-33af1072a781"}) -Annotation.create({"id"=>63218, "question_id"=>67457, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67458, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>21911, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d9a79c64-16cf-487c-9931-49c4d04c5a15"}) -Annotation.create({"id"=>63219, "question_id"=>67458, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63220, "question_id"=>67458, "org_id"=>29, "text"=>"Les Services informatiques peuvent vous aider à déterminer les coûts de l'infrastructure nécessaire à votre projet de recherche.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21912, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3399, "modifiable"=>false, "versionable_id"=>"e371d419-eeb7-41fc-adcb-3cf5e2c59837"}) -Question.create({"id"=>67459, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>21912, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0624e7e3-a3d4-4c3a-a0f9-18a24e9c6a89"}) -Annotation.create({"id"=>63221, "question_id"=>67459, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63222, "question_id"=>67459, "org_id"=>29, "text"=>"Les Services informatiques ont produit un « Guide de bonnes pratiques pour la sécurité informatique des données de recherche ».
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67460, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>21912, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7bd93db-135b-4948-91f5-8d60b7881a19"}) -Annotation.create({"id"=>63223, "question_id"=>67460, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67461, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>21912, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"18be4a00-39ec-487f-a75d-b8f25764f19d"}) -Annotation.create({"id"=>63224, "question_id"=>67461, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63225, "question_id"=>67461, "org_id"=>29, "text"=>"L’équipe de soutien à la gestion des données de recherche peut vous mettre en relation avec des professionnels qualifiés pour vous aider avec les questions d’ordre éthique, juridique et de propriété intellectuelle: gdr@uqam.ca.
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>3415, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>53, "locale"=>"en-CA", "is_default"=>false, "version"=>1, "visibility"=>"organisationally_visible", "customization_of"=>878086536, "family_id"=>696521391, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3401, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3415, "modifiable"=>false, "versionable_id"=>"061b1c99-eb12-4550-be0b-445b1b77fe79"}) -Section.create({"id"=>21920, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3401, "modifiable"=>false, "versionable_id"=>"a9f6cae1-7d62-4959-ab4f-40d968550b5b"}) -Question.create({"id"=>67482, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>21920, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ce1a261f-1b7d-453f-8fd0-669685be1fa0"}) -Annotation.create({"id"=>63263, "question_id"=>67482, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67483, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>21920, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1849c3af-003d-49a6-82d0-7e84a31cc34d"}) -Annotation.create({"id"=>63265, "question_id"=>67483, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67484, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>21920, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"aa6e7a0e-0618-412d-96d5-33229db0a7ae"}) -Annotation.create({"id"=>63267, "question_id"=>67484, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21921, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3401, "modifiable"=>false, "versionable_id"=>"232dc857-e0a6-4f21-ab49-5fc1b774f47e"}) -Question.create({"id"=>67485, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>21921, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"699da8a5-cf78-47d7-afc1-8e34361ba151"}) -Annotation.create({"id"=>63269, "question_id"=>67485, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67486, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>21921, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b8eb5119-07a6-4d55-a1d2-ae56f31d3303"}) -Annotation.create({"id"=>63270, "question_id"=>67486, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67487, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>21921, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9764c800-f963-4427-b27c-b145af948397"}) -Annotation.create({"id"=>63271, "question_id"=>67487, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21922, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3401, "modifiable"=>false, "versionable_id"=>"e373933f-bbd6-40a5-a0bd-74aade0a0789"}) -Question.create({"id"=>67488, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>21922, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ba6ff152-5b47-4b8d-aadd-cdcc31bdd127"}) -Annotation.create({"id"=>63272, "question_id"=>67488, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67489, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>21922, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"57316b98-b809-4013-96e6-771ebf4df275"}) -Annotation.create({"id"=>63273, "question_id"=>67489, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67490, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>21922, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f4d5b796-a2e3-4270-9e69-938a574bd8eb"}) -Annotation.create({"id"=>63274, "question_id"=>67490, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21923, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3401, "modifiable"=>false, "versionable_id"=>"d51c3b68-bff0-47fc-8986-365fb6caffbd"}) -Question.create({"id"=>67491, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>21923, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6894a485-ec1a-478e-acfe-1426bb7eff19"}) -Annotation.create({"id"=>63275, "question_id"=>67491, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67492, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>21923, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9ae11c8f-232d-4e70-ae19-f178b4ba6280"}) -Annotation.create({"id"=>63276, "question_id"=>67492, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21924, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3401, "modifiable"=>false, "versionable_id"=>"34ea498e-4b0d-4b28-8188-410ce1a0c816"}) -Question.create({"id"=>67493, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>21924, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b2d259f1-e630-4fe0-ad86-f79c44fa939d"}) -Annotation.create({"id"=>63277, "question_id"=>67493, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67494, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>21924, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f9c385c6-075b-4502-bc08-3877ac5d6707"}) -Annotation.create({"id"=>63278, "question_id"=>67494, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67495, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>21924, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"71590c31-8ab9-4a0f-8730-dcbda95e4285"}) -Annotation.create({"id"=>63279, "question_id"=>67495, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21925, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3401, "modifiable"=>false, "versionable_id"=>"01f60403-fd2d-413c-b0d7-3ed260c63c9d"}) -Question.create({"id"=>67496, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>21925, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7d13021-4e8d-4d76-bb24-b7c59483b99e"}) -Annotation.create({"id"=>63280, "question_id"=>67496, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67497, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>21925, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b9b1727e-4dfe-47fb-87e6-33af1072a781"}) -Annotation.create({"id"=>63281, "question_id"=>67497, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67498, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>21925, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d9a79c64-16cf-487c-9931-49c4d04c5a15"}) -Annotation.create({"id"=>63282, "question_id"=>67498, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21926, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3401, "modifiable"=>false, "versionable_id"=>"e371d419-eeb7-41fc-adcb-3cf5e2c59837"}) -Question.create({"id"=>67499, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>21926, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0624e7e3-a3d4-4c3a-a0f9-18a24e9c6a89"}) -Annotation.create({"id"=>63283, "question_id"=>67499, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67500, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>21926, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7bd93db-135b-4948-91f5-8d60b7881a19"}) -Annotation.create({"id"=>63284, "question_id"=>67500, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67501, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>21926, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"18be4a00-39ec-487f-a75d-b8f25764f19d"}) -Annotation.create({"id"=>63285, "question_id"=>67501, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>3418, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>28, "locale"=>"en-CA", "is_default"=>false, "version"=>1, "visibility"=>"organisationally_visible", "customization_of"=>878086536, "family_id"=>1859107625, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3404, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3418, "modifiable"=>false, "versionable_id"=>"061b1c99-eb12-4550-be0b-445b1b77fe79"}) -Section.create({"id"=>21941, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3404, "modifiable"=>false, "versionable_id"=>"a9f6cae1-7d62-4959-ab4f-40d968550b5b"}) -Question.create({"id"=>67542, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>21941, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ce1a261f-1b7d-453f-8fd0-669685be1fa0"}) -Annotation.create({"id"=>63350, "question_id"=>67542, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67543, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>21941, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1849c3af-003d-49a6-82d0-7e84a31cc34d"}) -Annotation.create({"id"=>63351, "question_id"=>67543, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67544, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>21941, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"aa6e7a0e-0618-412d-96d5-33229db0a7ae"}) -Annotation.create({"id"=>63352, "question_id"=>67544, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21942, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3404, "modifiable"=>false, "versionable_id"=>"232dc857-e0a6-4f21-ab49-5fc1b774f47e"}) -Question.create({"id"=>67545, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>21942, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"699da8a5-cf78-47d7-afc1-8e34361ba151"}) -Annotation.create({"id"=>63353, "question_id"=>67545, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67546, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>21942, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b8eb5119-07a6-4d55-a1d2-ae56f31d3303"}) -Annotation.create({"id"=>63354, "question_id"=>67546, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67547, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>21942, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9764c800-f963-4427-b27c-b145af948397"}) -Annotation.create({"id"=>63355, "question_id"=>67547, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21943, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3404, "modifiable"=>false, "versionable_id"=>"e373933f-bbd6-40a5-a0bd-74aade0a0789"}) -Question.create({"id"=>67548, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>21943, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ba6ff152-5b47-4b8d-aadd-cdcc31bdd127"}) -Annotation.create({"id"=>63356, "question_id"=>67548, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>63357, "question_id"=>67548, "org_id"=>28, "text"=>"Research Data Management Guide
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67549, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>21943, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"57316b98-b809-4013-96e6-771ebf4df275"}) -Annotation.create({"id"=>63358, "question_id"=>67549, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67550, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>21943, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f4d5b796-a2e3-4270-9e69-938a574bd8eb"}) -Annotation.create({"id"=>63359, "question_id"=>67550, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21944, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3404, "modifiable"=>false, "versionable_id"=>"d51c3b68-bff0-47fc-8986-365fb6caffbd"}) -Question.create({"id"=>67551, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>21944, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6894a485-ec1a-478e-acfe-1426bb7eff19"}) -Annotation.create({"id"=>63360, "question_id"=>67551, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67552, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>21944, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9ae11c8f-232d-4e70-ae19-f178b4ba6280"}) -Annotation.create({"id"=>63361, "question_id"=>67552, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21945, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3404, "modifiable"=>false, "versionable_id"=>"34ea498e-4b0d-4b28-8188-410ce1a0c816"}) -Question.create({"id"=>67553, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>21945, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b2d259f1-e630-4fe0-ad86-f79c44fa939d"}) -Annotation.create({"id"=>63362, "question_id"=>67553, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67554, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>21945, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f9c385c6-075b-4502-bc08-3877ac5d6707"}) -Annotation.create({"id"=>63363, "question_id"=>67554, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67555, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>21945, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"71590c31-8ab9-4a0f-8730-dcbda95e4285"}) -Annotation.create({"id"=>63364, "question_id"=>67555, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21946, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3404, "modifiable"=>false, "versionable_id"=>"01f60403-fd2d-413c-b0d7-3ed260c63c9d"}) -Question.create({"id"=>67556, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>21946, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7d13021-4e8d-4d76-bb24-b7c59483b99e"}) -Annotation.create({"id"=>63365, "question_id"=>67556, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67557, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>21946, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b9b1727e-4dfe-47fb-87e6-33af1072a781"}) -Annotation.create({"id"=>63366, "question_id"=>67557, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67558, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>21946, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d9a79c64-16cf-487c-9931-49c4d04c5a15"}) -Annotation.create({"id"=>63367, "question_id"=>67558, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21947, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3404, "modifiable"=>false, "versionable_id"=>"e371d419-eeb7-41fc-adcb-3cf5e2c59837"}) -Question.create({"id"=>67559, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>21947, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0624e7e3-a3d4-4c3a-a0f9-18a24e9c6a89"}) -Annotation.create({"id"=>63368, "question_id"=>67559, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67560, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>21947, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7bd93db-135b-4948-91f5-8d60b7881a19"}) -Annotation.create({"id"=>63369, "question_id"=>67560, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67561, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>21947, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"18be4a00-39ec-487f-a75d-b8f25764f19d"}) -Annotation.create({"id"=>63370, "question_id"=>67561, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>3419, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.", "published"=>true, "org_id"=>13, "locale"=>"en-CA", "is_default"=>false, "version"=>1, "visibility"=>"organisationally_visible", "customization_of"=>878086536, "family_id"=>542227899, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3405, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3419, "modifiable"=>false, "versionable_id"=>"061b1c99-eb12-4550-be0b-445b1b77fe79"}) -Section.create({"id"=>21948, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3405, "modifiable"=>false, "versionable_id"=>"a9f6cae1-7d62-4959-ab4f-40d968550b5b"}) -Question.create({"id"=>67562, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>21948, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ce1a261f-1b7d-453f-8fd0-669685be1fa0"}) -Annotation.create({"id"=>63371, "question_id"=>67562, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67563, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>21948, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1849c3af-003d-49a6-82d0-7e84a31cc34d"}) -Annotation.create({"id"=>63372, "question_id"=>67563, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67564, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>21948, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"aa6e7a0e-0618-412d-96d5-33229db0a7ae"}) -Annotation.create({"id"=>63373, "question_id"=>67564, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21949, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3405, "modifiable"=>false, "versionable_id"=>"232dc857-e0a6-4f21-ab49-5fc1b774f47e"}) -Question.create({"id"=>67565, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>21949, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"699da8a5-cf78-47d7-afc1-8e34361ba151"}) -Annotation.create({"id"=>63374, "question_id"=>67565, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67566, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>21949, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b8eb5119-07a6-4d55-a1d2-ae56f31d3303"}) -Annotation.create({"id"=>63375, "question_id"=>67566, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67567, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>21949, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9764c800-f963-4427-b27c-b145af948397"}) -Annotation.create({"id"=>63376, "question_id"=>67567, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
Read more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21950, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3405, "modifiable"=>false, "versionable_id"=>"e373933f-bbd6-40a5-a0bd-74aade0a0789"}) -Question.create({"id"=>67568, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>21950, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ba6ff152-5b47-4b8d-aadd-cdcc31bdd127"}) -Annotation.create({"id"=>63377, "question_id"=>67568, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67569, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>21950, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"57316b98-b809-4013-96e6-771ebf4df275"}) -Annotation.create({"id"=>63378, "question_id"=>67569, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67570, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>21950, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f4d5b796-a2e3-4270-9e69-938a574bd8eb"}) -Annotation.create({"id"=>63379, "question_id"=>67570, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21951, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3405, "modifiable"=>false, "versionable_id"=>"d51c3b68-bff0-47fc-8986-365fb6caffbd"}) -Question.create({"id"=>67571, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>21951, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6894a485-ec1a-478e-acfe-1426bb7eff19"}) -Annotation.create({"id"=>63380, "question_id"=>67571, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67572, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>21951, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9ae11c8f-232d-4e70-ae19-f178b4ba6280"}) -Annotation.create({"id"=>63381, "question_id"=>67572, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21952, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3405, "modifiable"=>false, "versionable_id"=>"34ea498e-4b0d-4b28-8188-410ce1a0c816"}) -Question.create({"id"=>67573, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>21952, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b2d259f1-e630-4fe0-ad86-f79c44fa939d"}) -Annotation.create({"id"=>63382, "question_id"=>67573, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67574, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>21952, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f9c385c6-075b-4502-bc08-3877ac5d6707"}) -Annotation.create({"id"=>63384, "question_id"=>67574, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67575, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>21952, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"71590c31-8ab9-4a0f-8730-dcbda95e4285"}) -Annotation.create({"id"=>63385, "question_id"=>67575, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21953, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3405, "modifiable"=>false, "versionable_id"=>"01f60403-fd2d-413c-b0d7-3ed260c63c9d"}) -Question.create({"id"=>67576, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>21953, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7d13021-4e8d-4d76-bb24-b7c59483b99e"}) -Annotation.create({"id"=>63386, "question_id"=>67576, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67577, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>21953, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b9b1727e-4dfe-47fb-87e6-33af1072a781"}) -Annotation.create({"id"=>63387, "question_id"=>67577, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67578, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>21953, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d9a79c64-16cf-487c-9931-49c4d04c5a15"}) -Annotation.create({"id"=>63388, "question_id"=>67578, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>nil}) -Section.create({"id"=>21954, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3405, "modifiable"=>false, "versionable_id"=>"e371d419-eeb7-41fc-adcb-3cf5e2c59837"}) -Question.create({"id"=>67579, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>21954, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0624e7e3-a3d4-4c3a-a0f9-18a24e9c6a89"}) -Annotation.create({"id"=>63389, "question_id"=>67579, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67580, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>21954, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7bd93db-135b-4948-91f5-8d60b7881a19"}) -Annotation.create({"id"=>63390, "question_id"=>67580, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>nil}) -Question.create({"id"=>67581, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>21954, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"18be4a00-39ec-487f-a75d-b8f25764f19d"}) -Annotation.create({"id"=>63391, "question_id"=>67581, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>nil}) -Template.create!({"id"=>3461, "title"=>"Portage Template for Qualitative Health Sciences Research", "description"=>"This data management template is meant to be used by health sciences researchers conducting qualitative research on human subjects. It includes guidance on data management best practices beginning with data collection through to data sharing.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"publicly_visible", "customization_of"=>nil, "family_id"=>776423656, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3435, "title"=>"Portage Template for Qualitative Health Sciences Research", "description"=>"This data management template is meant to be used by health sciences researchers conducting qualitative research on human subjects. It includes guidance on data management best practices beginning with data collection through to data sharing.
", "number"=>1, "template_id"=>3461, "modifiable"=>true, "versionable_id"=>"012fd11d-1c7c-424c-a883-6134132b8a82"}) -Section.create({"id"=>22091, "title"=>"Data Collection", "description"=>"Outline the processes and procedures you will follow during the data collection process of your study.
", "number"=>1, "phase_id"=>3435, "modifiable"=>true, "versionable_id"=>"6e5e6d03-d70d-4739-b7d5-d1ab8facd1a9"}) -Question.create({"id"=>67985, "text"=>"What types of data will you be collecting?", "default_value"=>nil, "number"=>1, "section_id"=>22091, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"4a43da95-9996-4030-aa0c-de467f51c002"}) -Annotation.create({"id"=>63722, "question_id"=>67985, "org_id"=>8, "text"=>"Describe all types of data you will collect throughout the research process, with special attention paid to participant-driven data (e.g., written transcripts, video files, audio recordings, journals, art, photographs, etc.).", "type"=>"guidance", "versionable_id"=>"7c3e8ef4-0730-4dbb-a53e-3ba80fbc24e2"}) -Question.create({"id"=>67986, "text"=>"Will you be using any existing data from external sources or previous research?", "default_value"=>nil, "number"=>2, "section_id"=>22091, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"e1811bb1-d1ae-453c-ab92-de78d37e4290"}) -Annotation.create({"id"=>63723, "question_id"=>67986, "org_id"=>8, "text"=>"If you will be combining original research data with existing, or previously used research data, describe those data here. Provide the name, location, URL, and date of the dataset(s) used. Describe any end-user license assigned to the data, or terms of use you must abide by.", "type"=>"guidance", "versionable_id"=>"f9f7b2ac-844c-4554-84bd-72a9449eda3f"}) -Question.create({"id"=>67987, "text"=>"What data collection instrument or scales will you use to collect the data?", "default_value"=>nil, "number"=>3, "section_id"=>22091, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"8ac6962c-4a73-48b9-9154-7eda801495e6"}) -Annotation.create({"id"=>63724, "question_id"=>67987, "org_id"=>8, "text"=>"Provide a description of any data collection instruments or scales that will be used to collect data. These may include but are not limited to questionnaires, interview guides, or focus group procedures. If using a pre-existing instrument or scale, provide the citation(s) in this section.", "type"=>"guidance", "versionable_id"=>"82353ecb-a845-4a2a-b7b5-6da9b85cab96"}) -Question.create({"id"=>67988, "text"=>"Is your data collected longitudinally or at a single point in time?", "default_value"=>nil, "number"=>4, "section_id"=>22091, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"c2d0a9fd-90fa-456f-8d3c-4f09f75acc90"}) -Annotation.create({"id"=>63725, "question_id"=>67988, "org_id"=>8, "text"=>"Describe the frequency in which you will be collecting data from participants. If you are performing narrative inquiry or longitudinal data collection for example, how often will you gather data from the same participants?", "type"=>"guidance", "versionable_id"=>"14008cfa-ad14-4afb-a218-ec04ae02b410"}) -Question.create({"id"=>67989, "text"=>"What is the time frame over which you are collecting data?", "default_value"=>nil, "number"=>5, "section_id"=>22091, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"e371be12-fc64-4fe0-b1ff-9bf8d6d1cdf4"}) -Annotation.create({"id"=>63726, "question_id"=>67989, "org_id"=>8, "text"=>"Provide an estimate of when you will begin and conclude the data collection process. List this information in the following format: YYYY/MM/DD - YYYY/MM/DD. If you do not know the exact dates, list YYYY/MM - YYYY/MM instead.", "type"=>"guidance", "versionable_id"=>"bd6356db-3665-4eba-8ae6-16753e62b773"}) -Question.create({"id"=>67990, "text"=>"What is the geographic location within the context of the phenomenon/experience where data will be gathered?", "default_value"=>nil, "number"=>6, "section_id"=>22091, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"7aaa4be6-82da-4d1d-9335-63e88c416af5"}) -Annotation.create({"id"=>63727, "question_id"=>67990, "org_id"=>8, "text"=>"Provide a description of the environment and geographic location of where data will be gathered, within the context of the study (e.g., hospital setting, long-term care setting, community). Include national, provincial, or municipal locations if applicable.", "type"=>"guidance", "versionable_id"=>"5b0e7fa5-b8c7-4fcc-8514-0781cc541b0b"}) -Question.create({"id"=>67991, "text"=>"What steps will be involved in the data collection process?", "default_value"=>nil, "number"=>7, "section_id"=>22091, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"026bf9ae-41af-4e3d-9b34-0658820146e5"}) -Annotation.create({"id"=>63728, "question_id"=>67991, "org_id"=>8, "text"=>"Summarize the steps that are involved in the data collection process for your study. This section should include information about screening and recruitment, the informed consent process, information disseminated to participants before data collection, and the methods by which data is gathered.
\r\nIn this section, consider including documentation such as your study protocol, interview guide, questionnaire, etc.
", "type"=>"guidance", "versionable_id"=>"354a2417-18dc-48ff-aa02-10a39c78d49a"}) -Question.create({"id"=>67992, "text"=>"What software programs will you use to collect the data?", "default_value"=>nil, "number"=>8, "section_id"=>22091, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"b9212dcf-e14a-4b4b-9a62-9d7203311214"}) -Annotation.create({"id"=>63729, "question_id"=>67992, "org_id"=>8, "text"=>"Include a description of any software that will be used to gather data. Examples may include but are not limited to word processing programs, survey software, and audio/video recording tools. Provide the version of each software program used if applicable.", "type"=>"guidance", "versionable_id"=>"e7679dc5-ebcd-4eb5-a3b1-d0eb32989ac2"}) -Question.create({"id"=>67993, "text"=>"What file formats will you be generating during the data collection phase?", "default_value"=>nil, "number"=>9, "section_id"=>22091, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"4d281e63-89aa-42ca-945f-341034345b05"}) -Annotation.create({"id"=>63730, "question_id"=>67993, "org_id"=>8, "text"=>"List the file formats associated with each software program that will be generated during the data collection phase (e.g., .txt, .csv, .mp4, .wav).", "type"=>"guidance", "versionable_id"=>"1ecc3111-de4d-456b-af9a-757623bd5066"}) -Section.create({"id"=>22092, "title"=>"Data Analysis", "description"=>"Outline the steps, materials, and methods that you will use to document how you will analyze the data collected in your study.
", "number"=>2, "phase_id"=>3435, "modifiable"=>true, "versionable_id"=>"5a6c537f-a4a8-47ea-9b5d-648ef16fd5e4"}) -Question.create({"id"=>67994, "text"=>"How will you document the changes you make to your data on a regular basis?", "default_value"=>nil, "number"=>1, "section_id"=>22092, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"640b37d8-5f24-4f6f-80e2-6299605a1d01"}) -Annotation.create({"id"=>63731, "question_id"=>67994, "org_id"=>8, "text"=>"Provide a description of how you will track changes made to any data analysis files. Examples might include any audit trail steps, or versioning systems that you follow during the data analysis process.", "type"=>"guidance", "versionable_id"=>"ee1275a8-f84f-449b-958d-a4998da7de8c"}) -Question.create({"id"=>67995, "text"=>"What software will you be using to support your data analysis?", "default_value"=>nil, "number"=>2, "section_id"=>22092, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"59c2a56b-01e3-40c3-9246-5761af58fdc5"}) -Annotation.create({"id"=>63732, "question_id"=>67995, "org_id"=>8, "text"=>"Include any software programs you plan to use to perform or supplement data analysis (e.g., NVivo, Atlas.ti, SPSS, SAS, R, etc.). Include the version if applicable.", "type"=>"guidance", "versionable_id"=>"f998358e-c244-45a7-8a5f-66eaf1b61811"}) -Question.create({"id"=>67996, "text"=>"What file formats will your data analysis files be saved in?", "default_value"=>nil, "number"=>3, "section_id"=>22092, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"a25df671-136e-4f7a-9124-6b88787adb20"}) -Annotation.create({"id"=>63733, "question_id"=>67996, "org_id"=>8, "text"=>"List the file formats associated with each analysis software program that will be generated in your study (e.g., .txt, .csv, .xsls, .docx). ", "type"=>"guidance", "versionable_id"=>"f1d19df5-8519-404f-8af7-a890bd0526e9"}) -Question.create({"id"=>67997, "text"=>"What coding scheme or methodology will you use to analyze your data?", "default_value"=>nil, "number"=>4, "section_id"=>22092, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"f4364140-85a7-42f4-87e9-5f9ea85e24a5"}) -Annotation.create({"id"=>63734, "question_id"=>67997, "org_id"=>8, "text"=>"Include the coding scheme used to analyze your data -- consider providing a copy of your codebook. If other methods of analysis were performed, describe them here. ", "type"=>"guidance", "versionable_id"=>"3abae654-96f2-4d79-b86e-e3eb7136fb4d"}) -Question.create({"id"=>67998, "text"=>"What quality assurance measures will be implemented to ensure the accuracy and integrity of the data? ", "default_value"=>nil, "number"=>5, "section_id"=>22092, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"111736e0-9df5-4964-ab48-9e7476a4b902"}) -Annotation.create({"id"=>63735, "question_id"=>67998, "org_id"=>8, "text"=>"Outline the steps that will be taken to ensure the quality and transparency during the data analysis process. In this section, describe procedures for cleaning data, contacting participants to clarify responses, and correcting data when errors are identified. Consider the principles of credibility, dependability, confirmability, and transferability as described in Lincoln and Guba, 1985 when completing this section.", "type"=>"guidance", "versionable_id"=>"39ba9bf0-ae2f-42af-a00e-af89caec4308"}) -Section.create({"id"=>22093, "title"=>"Documentation and Metadata", "description"=>"This section is designed for you to provide information about your data, so that others will be able to better understand, interpret, and potentially re-use your data for secondary analysis.
", "number"=>3, "phase_id"=>3435, "modifiable"=>true, "versionable_id"=>"8d8d73e0-d3b5-48f0-90f4-ae58f78c9c44"}) -Question.create({"id"=>67999, "text"=>"What information about your research would someone need to know to reuse or interpret your data?", "default_value"=>nil, "number"=>1, "section_id"=>22093, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"698b669b-1d2f-4543-bd80-4790ea72cb03"}) -Annotation.create({"id"=>63736, "question_id"=>67999, "org_id"=>8, "text"=>"Consider what information might be useful to accompany your data if you were to share it with someone else (e.g., the study protocol, interview guide, codebook, information about software used, questionnaires, user guide for the data, etc.).", "type"=>"guidance", "versionable_id"=>"5a533b3a-05a0-4493-9e05-d00e4468558f"}) -Question.create({"id"=>68000, "text"=>"Are there metadata standards which you could use to describe your data?", "default_value"=>nil, "number"=>2, "section_id"=>22093, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"67a4fa19-8cdb-4796-85de-939167c08f71"}) -Annotation.create({"id"=>63737, "question_id"=>68000, "org_id"=>8, "text"=>"Metadata standards can provide guidance on how best to document your data. If you do not know of any existing standards in your field, visit this website to search for available standards: https://fairsharing.org/.", "type"=>"guidance", "versionable_id"=>"e211cc6f-04db-4452-9795-6d62c6c8e1bb"}) -Question.create({"id"=>68001, "text"=>"Who is the target population being investigated?", "default_value"=>nil, "number"=>3, "section_id"=>22093, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"13674ea9-a4cf-47c7-b94f-f8c297e6d8ac"}) -Annotation.create({"id"=>63738, "question_id"=>68001, "org_id"=>8, "text"=>"Describe the participants whose lived experiences/phenomena are being studied in this project.", "type"=>"guidance", "versionable_id"=>"39464e6f-b902-41cd-990d-9798f854f052"}) -Question.create({"id"=>68002, "text"=>"How is the population being sampled?", "default_value"=>nil, "number"=>4, "section_id"=>22093, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"9204d489-fe51-45df-a44b-4d0ad64184f3"}) -Annotation.create({"id"=>63739, "question_id"=>68002, "org_id"=>8, "text"=>"Provide a brief description of the sampling process undertaken in the study (e.g., purposive sampling, theoretical sampling).", "type"=>"guidance", "versionable_id"=>"43943052-8df5-4ebe-9951-c2110534fdc4"}) -Question.create({"id"=>68003, "text"=>"Is the population being weighted?", "default_value"=>nil, "number"=>5, "section_id"=>22093, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"eb2b338f-6494-4878-a26f-baa83cce91d1"}) -Annotation.create({"id"=>63740, "question_id"=>68003, "org_id"=>8, "text"=>"Outline any weighting or representative sampling that is being applied in this study.", "type"=>"guidance", "versionable_id"=>"74ea3580-9efc-4ad4-b007-31541e0e6900"}) -Question.create({"id"=>68004, "text"=>"Are there any acronyms or abbreviations that will be used within your study?", "default_value"=>nil, "number"=>6, "section_id"=>22093, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"c27f824c-17f2-4281-ac1b-e25c0f63166f"}) -Annotation.create({"id"=>63741, "question_id"=>68004, "org_id"=>8, "text"=>"Provide a glossary of any acronyms or abbreviations used within your study.", "type"=>"guidance", "versionable_id"=>"032ce205-eaab-401e-8e18-159e78d86944"}) -Section.create({"id"=>22094, "title"=>"Storage and Backup", "description"=>"This section will ask you to outline how you will store and manage your data throughout the research process.
", "number"=>4, "phase_id"=>3435, "modifiable"=>true, "versionable_id"=>"e9b407c3-857f-4e5d-bad4-f70ef72934c7"}) -Question.create({"id"=>68005, "text"=>"What are the storage requirements needed for your data?", "default_value"=>nil, "number"=>1, "section_id"=>22094, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"07617b6e-26ef-4ca0-a214-f09dde22d8a7"}) -Annotation.create({"id"=>63742, "question_id"=>68005, "org_id"=>8, "text"=>"Provide an estimate of how much data you will collect in the form of terabytes, gigabytes, or megabytes as needed. Include estimates for each data type if possible (e.g., 2 GB for video files, 500 MB for interview transcripts).", "type"=>"guidance", "versionable_id"=>"1f482856-f1fe-4eb8-8e97-2416ee76fbfc"}) -Question.create({"id"=>68006, "text"=>"Where will your data be stored during the data collection phase?", "default_value"=>nil, "number"=>2, "section_id"=>22094, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"eaed6ba4-6e5b-406e-8a7b-9dddb61b2ec1"}) -Annotation.create({"id"=>63743, "question_id"=>68006, "org_id"=>8, "text"=>"Describe where your data will be stored while data is being gathered from participants (e.g., in a secure, password protected computer file, hard copies stored in locked filing cabinets, or institutional computer storage).", "type"=>"guidance", "versionable_id"=>"cf6559b6-e9c4-4c88-8cb1-ba7ab1f10d19"}) -Question.create({"id"=>68007, "text"=>"Where will your data be stored during the data analysis phase?", "default_value"=>nil, "number"=>3, "section_id"=>22094, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"dfe7fadf-9089-441d-9400-71845dd0ea55"}) -Annotation.create({"id"=>63744, "question_id"=>68007, "org_id"=>8, "text"=>"If different from the above, describe where your data will be stored while performing data analysis.", "type"=>"guidance", "versionable_id"=>"d9444cd7-be5c-4544-9c35-4db7e0ff1cd4"}) -Question.create({"id"=>68008, "text"=>"What backup measures will be implemented to ensure the safety of your data?", "default_value"=>nil, "number"=>4, "section_id"=>22094, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"8495f937-0917-4d71-ba73-2fff981809da"}) -Annotation.create({"id"=>63745, "question_id"=>68008, "org_id"=>8, "text"=>"Describe how your study data will be regularly saved and updated. If using institutional servers, consult with your Information Technology department if you are unsure how frequently data is backed up.", "type"=>"guidance", "versionable_id"=>"f56692cb-89da-4e26-990b-7e3455dba4b5"}) -Question.create({"id"=>68009, "text"=>"If your data contains confidential information, how will your storage method ensure the protection of this data?", "default_value"=>nil, "number"=>5, "section_id"=>22094, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"30e38154-77c2-4e7f-bc2e-b983bda4c869"}) -Annotation.create({"id"=>63746, "question_id"=>68009, "org_id"=>8, "text"=>"Outline the procedures that will safeguard sensitive data collected during your study. This may include storing identifying data (consent forms) separately from anonymized data (audio files or transcripts), keeping files password protected and secure, and only providing access to investigators analyzing the data.", "type"=>"guidance", "versionable_id"=>"e42a0c91-cde0-444b-8364-8c3fbc92cbb0"}) -Question.create({"id"=>68010, "text"=>"What file naming conventions will be used to save your data?", "default_value"=>nil, "number"=>6, "section_id"=>22094, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"c72a4317-fb0a-46f7-bdc1-f3b7c128b598"}) -Annotation.create({"id"=>63747, "question_id"=>68010, "org_id"=>8, "text"=>"Provide examples of a consistent file naming convention that will be used for this study. Examples of file names might include the type of file, participant number, date of interaction, and/or study phase. Follow this guide for more information on file naming.", "type"=>"guidance", "versionable_id"=>"99bc5322-8469-404f-8211-5b88725ae3d4"}) -Section.create({"id"=>22095, "title"=>"Preservation", "description"=>"Describe the steps that will ensure that your data will be available and usable for the foreseeable future after your study is complete.
", "number"=>5, "phase_id"=>3435, "modifiable"=>true, "versionable_id"=>"325204bc-61ad-45a3-bbb6-d691150b8d07"}) -Question.create({"id"=>68011, "text"=>"Where will data be stored after the project is complete?", "default_value"=>nil, "number"=>1, "section_id"=>22095, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"ae2b90f8-b348-4ed0-a9c3-88a3f30d028a"}) -Annotation.create({"id"=>63748, "question_id"=>68011, "org_id"=>8, "text"=>"Describe where your data will be stored after project completion (e.g., in an institutional repository, external data repository, in secure, institutional computer storage, or external hard drive).", "type"=>"guidance", "versionable_id"=>"f316b26f-a626-4e0f-856c-8e570c7249f5"}) -Question.create({"id"=>68012, "text"=>"Who is responsible for managing the data after the study is complete?", "default_value"=>nil, "number"=>2, "section_id"=>22095, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"cc5381c3-77d1-4fbf-a294-33fc33c1a7a9"}) -Annotation.create({"id"=>63749, "question_id"=>68012, "org_id"=>8, "text"=>"Name the person(s) responsible for managing the data at the completion of the project. List their affiliation(s) and contact information.", "type"=>"guidance", "versionable_id"=>"56ff00ba-8813-4b04-b9b2-62c247288a63"}) -Question.create({"id"=>68013, "text"=>"Will your data be migrated to preservation formats?", "default_value"=>nil, "number"=>3, "section_id"=>22095, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"ff70f74f-a7f1-4bdb-b0dd-0a83b191c94b"}) -Annotation.create({"id"=>63750, "question_id"=>68013, "org_id"=>8, "text"=>"Many proprietary file formats such as those generated from Microsoft software or statistical analysis tools can make the data difficult to access later on. Consider transforming any proprietary files into preservation-friendly formats to ensure your data can be opened in any program. Describe the process for migrating any data formats here.", "type"=>"guidance", "versionable_id"=>"d6c71dd3-73f4-4a92-9e90-e76ea0c56f2c"}) -Question.create({"id"=>68014, "text"=>"How long do you intend to keep your data after the project is complete?", "default_value"=>nil, "number"=>4, "section_id"=>22095, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"d72b31a1-8dc1-4a32-89ea-d50fb75a662f"}) -Annotation.create({"id"=>63751, "question_id"=>68014, "org_id"=>8, "text"=>"Provide details on how long you plan to keep your data after the project, and list any requirements you must follow based on Research Ethics Board guidelines, data use agreements, or funder requirements. ", "type"=>"guidance", "versionable_id"=>"683c7f07-37c6-443a-8ed0-b0616dbdf593"}) -Question.create({"id"=>68015, "text"=>"What procedures are in place to destroy the data after the retention period is complete?", "default_value"=>nil, "number"=>5, "section_id"=>22095, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"c35c254f-21c2-460b-b181-7e968c976210"}) -Annotation.create({"id"=>63752, "question_id"=>68015, "org_id"=>8, "text"=>"Describe what steps will be taken to destroy study data. These steps may include shredding physical documents, making data unretrievable with support from your Information Technology department, or other personal measures to eliminate data files.", "type"=>"guidance", "versionable_id"=>"dbc075f1-c4b4-45bc-a848-031d29d6f359"}) -Section.create({"id"=>22096, "title"=>"Ethical and Legal Compliance", "description"=>"Outline any ethical and legal implications placed on your research data.
", "number"=>6, "phase_id"=>3435, "modifiable"=>true, "versionable_id"=>"e5ca3b51-4dec-4f56-978b-1d0f3411ca0f"}) -Question.create({"id"=>68016, "text"=>"How is the informed consent process carried out in your study? ", "default_value"=>nil, "number"=>1, "section_id"=>22096, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"04c365af-79b1-4eea-8409-3695ea7b4374"}) -Annotation.create({"id"=>63753, "question_id"=>68016, "org_id"=>8, "text"=>"Outline the information provided in your Research Ethics Board protocol, and describe how and when informed consent is collected during the data collection process. Examples include steps to gain written or verbal consent, re-establishing consent at subsequent interviews, etc. ", "type"=>"guidance", "versionable_id"=>"f494e0fe-dc60-424d-9359-ae11b43d30d4"}) -Question.create({"id"=>68017, "text"=>"Who holds the intellectual property rights to your data?", "default_value"=>nil, "number"=>2, "section_id"=>22096, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"03c0a2db-4d76-424a-a7fa-5442c9e3b6a3"}) -Annotation.create({"id"=>63754, "question_id"=>68017, "org_id"=>8, "text"=>"Provide the name, institutional affiliation, and contact information of the person(s) who hold intellectual property rights to the data.", "type"=>"guidance", "versionable_id"=>"291cb071-f427-456f-9a4a-5ce000c4941b"}) -Question.create({"id"=>68018, "text"=>"What ethical guidelines or restraints are applicable to your data?", "default_value"=>nil, "number"=>3, "section_id"=>22096, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"03778309-d6c6-4bcc-b2b7-741f775df8cc"}) -Annotation.create({"id"=>63755, "question_id"=>68018, "org_id"=>8, "text"=>"Describe any ethical concerns that may be associated with the data in this study. For example, if vulnerable and/or Indigenous populations are included as participants, outline specific guidelines that are being followed to protect them (e.g., OCAP, community advisory boards, etc.).", "type"=>"guidance", "versionable_id"=>"775e9e85-57c7-45e5-93c8-4278c2e94ee5"}) -Question.create({"id"=>68019, "text"=>"What legal restraints are applicable to your data (e.g., ownership)?", "default_value"=>nil, "number"=>4, "section_id"=>22096, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"47a3188a-a8c0-4979-aca7-20178dff8d24"}) -Annotation.create({"id"=>63756, "question_id"=>68019, "org_id"=>8, "text"=>"Provide details describing the legal restrictions that apply to your data. These restrictions may include, but are not limited to details about how your research data can be used as outlined by funder, institutional, or community agreements, among others.", "type"=>"guidance", "versionable_id"=>"534128e6-ee88-4a25-a7f0-da58e8808412"}) -Question.create({"id"=>68020, "text"=>"What methods will be used to manage the risk of disclosure of participant information?", "default_value"=>nil, "number"=>5, "section_id"=>22096, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"f8bc3892-6a01-431f-94c2-dc3bb071e961"}) -Annotation.create({"id"=>63757, "question_id"=>68020, "org_id"=>8, "text"=>"List all the steps that will be taken to remove the risk of disclosing personal information from study participants. Include information about keeping data safe and secure, and whether certain information will be removed from the data. If data is being anonymized or de-identified, specify the information type(s) being altered (e.g., names, addresses, dates, location).", "type"=>"guidance", "versionable_id"=>"e3e7662b-8d18-4a76-baf9-a57158076433"}) -Section.create({"id"=>22097, "title"=>"Responsibilities and Resources ", "description"=>"Indicate who will be working with the data at various stages, and describe their responsibilities.
", "number"=>7, "phase_id"=>3435, "modifiable"=>true, "versionable_id"=>"76d72289-745f-457e-a3fc-f4ce4df8de13"}) -Question.create({"id"=>68021, "text"=>"What financial resources will you require for data management in this study?", "default_value"=>nil, "number"=>1, "section_id"=>22097, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"14732866-f951-4817-adea-e8f3ce141cd5"}) -Annotation.create({"id"=>63758, "question_id"=>68021, "org_id"=>8, "text"=>"Describe any financial resources that may be required to properly manage your research data. This may include, but not be limited to personnel, storage requirements, software, or hardware.", "type"=>"guidance", "versionable_id"=>"e5c5b769-d411-4880-a6dc-6af7f7b07552"}) -Question.create({"id"=>68022, "text"=>"Who is the main contact and steward for the data collected in this study?", "default_value"=>nil, "number"=>2, "section_id"=>22097, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"9bec67d9-79cd-41e4-a78a-2e9012ad0356"}) -Annotation.create({"id"=>63759, "question_id"=>68022, "org_id"=>8, "text"=>"Provide the name(s), affiliation(s), and contact information for the main study contact.", "type"=>"guidance", "versionable_id"=>"98b751b8-e165-4e3f-a4ee-89a2830daf0f"}) -Question.create({"id"=>68023, "text"=>"Who will have access to your data throughout the project? ", "default_value"=>nil, "number"=>3, "section_id"=>22097, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"e08daf9f-05f5-4880-ab6f-32f3f4915f44"}) -Annotation.create({"id"=>63760, "question_id"=>68023, "org_id"=>8, "text"=>"Provide the name(s), affiliation(s), contact information, and responsibilities of each study team member in relation to working with the study data. If working with institutional Information Technology members, statisticians, or other stakeholders outside your immediate team, provide their information as well.", "type"=>"guidance", "versionable_id"=>"17d90f97-20c4-414e-ad1b-9564884260d0"}) -Question.create({"id"=>68024, "text"=>"Will any new members be added or responsibilities be transferred over the course of the study?", "default_value"=>nil, "number"=>4, "section_id"=>22097, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"f1a593b9-0edb-4357-bb9a-6c67aac53a99"}) -Annotation.create({"id"=>63761, "question_id"=>68024, "org_id"=>8, "text"=>"Describe the process by which new collaborators/team members will be added to the project, if applicable. Include the type(s) of responsibilities that may require new team members to be added during, or after the project is complete.", "type"=>"guidance", "versionable_id"=>"9376a286-5d53-43c4-a8c1-971b65848030"}) -Section.create({"id"=>22098, "title"=>"Data Sharing", "description"=>"Provide information about how you will make your data available and/or discoverable to the broader community.
", "number"=>8, "phase_id"=>3435, "modifiable"=>true, "versionable_id"=>"47aba5e6-21a7-4fa0-9b36-8ed0b0dbd660"}) -Question.create({"id"=>68025, "text"=>"Who are the likely users/benefitters of your data?", "default_value"=>nil, "number"=>1, "section_id"=>22098, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"92c070d0-19bc-4370-a2d1-1734307db4de"}) -Annotation.create({"id"=>63762, "question_id"=>68025, "org_id"=>8, "text"=>"Describe the intended audience for your data. ", "type"=>"guidance", "versionable_id"=>"d8a83434-8b9e-4f94-9dbc-ac977f9195b4"}) -Question.create({"id"=>68026, "text"=>"What data can/will be shared at the end of the study?", "default_value"=>nil, "number"=>2, "section_id"=>22098, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"f253ef16-5688-41e7-b806-5dab61a24f2d"}) -Annotation.create({"id"=>63763, "question_id"=>68026, "org_id"=>8, "text"=>"Describe what data can/will be shared at the end of the study. ", "type"=>"guidance", "versionable_id"=>"4cbc8f75-8cc7-49a8-8d75-bc0aaaea05b8"}) -Question.create({"id"=>68027, "text"=>"What restrictions are placed on your data that would prohibit it from being made publicly available?", "default_value"=>nil, "number"=>3, "section_id"=>22098, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"44f18d6c-905c-49ee-af57-4e49d053fbbe"}) -Annotation.create({"id"=>63764, "question_id"=>68027, "org_id"=>8, "text"=>"Restrictions on data may include, but are not limited to, the sensitivity of the data, data being acquired under license, or data being restricted under a data use agreement. Describe what restrictions (if any) apply to your research data. ", "type"=>"guidance", "versionable_id"=>"675fb0cb-7e8f-45b7-abe1-2d7cdf888c20"}) -Question.create({"id"=>68028, "text"=>"Where will you share your data?", "default_value"=>nil, "number"=>4, "section_id"=>22098, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"0653ed6b-7c6a-443b-9b86-93a665e5461d"}) -Annotation.create({"id"=>63765, "question_id"=>68028, "org_id"=>8, "text"=>"Provide the location where you intend to share your data. This may be an institutional repository, external data repository, or through your Research Ethics Board, among others.", "type"=>"guidance", "versionable_id"=>"bfb60086-a8f2-4225-b408-fc21d136c58e"}) -Question.create({"id"=>68029, "text"=>"If you have collected restricted data, what steps would someone requesting your data need to follow in order to access it?", "default_value"=>nil, "number"=>5, "section_id"=>22098, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"c798574d-fcd9-49c9-b303-02216655599a"}) -Annotation.create({"id"=>63766, "question_id"=>68029, "org_id"=>8, "text"=>"If your data is restricted, describe how a researcher could access that data for secondary analysis. Examples of these procedures may include completing a Research Ethics Board application, signing a data use agreement, submitting a proposal to a community advisory board, among others. Be as specific as possible in this section.", "type"=>"guidance", "versionable_id"=>"89fd85a8-96c5-4f79-bae7-da70b9efdd78"}) -Question.create({"id"=>68030, "text"=>"What license will you apply to your data?", "default_value"=>nil, "number"=>6, "section_id"=>22098, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"0629ec4e-34e9-4efb-ad66-34203527b0ca"}) -Annotation.create({"id"=>63767, "question_id"=>68030, "org_id"=>8, "text"=>"Select a license that best suits the parameters of how you would like to share your data, and how you would prefer to be credited. See this resource to help you decide: https://creativecommons.org/choose/.", "type"=>"guidance", "versionable_id"=>"5c820c49-5b24-4973-b0de-470ad02ca4a6"}) -Template.create!({"id"=>3462, "title"=>"Portage Template for Interdisciplinary Health Software/Technology Development", "description"=>"This template is designed for research projects where software or technology is being developed in an interdisciplinary health context. This template was created to represent the many stakeholders (e.g., patients, practitioners, developers, industry) involved in software or technology development, either as advisors or as participants being studied as a product of the research process. As a result, this template is separated into two sections; the first is focused solely on a management plan for the creation of software or technology, and the second on a data management plan designed to describe the methods in which data are gathered, analyzed, and shared from participants based on interventions or testing of the corresponding software or technology. In these studies, research participants can include either patients or practitioners, or both, depending on the software or technology’s intended use.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"publicly_visible", "customization_of"=>nil, "family_id"=>694012005, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3436, "title"=>"Software/Technology Management Plan", "description"=>"This section is focused solely on a management plan for the creation of software or technology.
", "number"=>1, "template_id"=>3462, "modifiable"=>true, "versionable_id"=>"0ef47415-b642-46c5-98c3-e4530c541b63"}) -Section.create({"id"=>22099, "title"=>"Software/Technology Development", "description"=>"Describe the components that will be required to develop the software/technology in question.
", "number"=>1, "phase_id"=>3436, "modifiable"=>true, "versionable_id"=>"5dd58053-bd81-48e7-b291-5959b5c322bc"}) -Question.create({"id"=>68031, "text"=>"What software/technology will be created in this study?", "default_value"=>nil, "number"=>1, "section_id"=>22099, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"c7bc1bc0-d935-4e68-99db-6189ed551107"}) -Annotation.create({"id"=>63768, "question_id"=>68031, "org_id"=>8, "text"=>"Describe the software/technology being developed for this study, including its intended purpose.", "type"=>"guidance", "versionable_id"=>"5e384201-b44c-4ad8-99f6-86a2e65e4d62"}) -Question.create({"id"=>68032, "text"=>"What software/technology development framework or model will be used, if any?", "default_value"=>nil, "number"=>2, "section_id"=>22099, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"44207462-b0a9-456e-aeaf-84aa4cca70a0"}) -Annotation.create({"id"=>63769, "question_id"=>68032, "org_id"=>8, "text"=>"Describe the underlying approach you will take to the development and testing of the software/technology. Examples may include existing frameworks like the systems development life cycle, or user-centred design framework. If you intend to develop your own approach, describe that approach here. ", "type"=>"guidance", "versionable_id"=>"f95f59d6-9ef7-4f63-9a9d-0a788de7f6c4"}) -Question.create({"id"=>68033, "text"=>"Will you utilize any existing code to develop this software/technology? ", "default_value"=>nil, "number"=>3, "section_id"=>22099, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"b0f0f301-c0f5-44ce-bd83-d4131b74483e"}) -Annotation.create({"id"=>63770, "question_id"=>68033, "org_id"=>8, "text"=>"If you are using open source or existing software/technology code to develop your own program, provide a citation of that software/technology if applicable. If a citation is unavailable, indicate the name of the software/technology, its purpose, and the software/technology license. ", "type"=>"guidance", "versionable_id"=>"2073309a-1643-412c-8b21-e4a75994d734"}) -Question.create({"id"=>68034, "text"=>"What test cases will you use to develop the software/technology?", "default_value"=>nil, "number"=>4, "section_id"=>22099, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"8de26916-50ba-429d-aee3-74382d7164c5"}) -Annotation.create({"id"=>63771, "question_id"=>68034, "org_id"=>8, "text"=>"Describe the methodology that will be used to run and test the software/technology during the study. This may include: beta testing measures, planned release dates, and maintenance of the software/technology.", "type"=>"guidance", "versionable_id"=>"3cd6065d-58b4-474c-a307-91ebb199e5ef"}) -Question.create({"id"=>68035, "text"=>"How will your software/technology and documentation adhere to disability and/or accessibility guidelines?", "default_value"=>nil, "number"=>5, "section_id"=>22099, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"83ecb242-76bb-4e22-9db2-587828d23348"}) -Annotation.create({"id"=>63772, "question_id"=>68035, "org_id"=>8, "text"=>"Describe the disability and accessibility guidelines you will follow to ensure your software/technology is adaptable and usable to persons with disabilities or accessibility issues. ", "type"=>"guidance", "versionable_id"=>"912899f7-443f-41b9-b901-b68bf633b5c2"}) -Question.create({"id"=>68036, "text"=>"What dependencies will be used in the development of this software/technology?", "default_value"=>nil, "number"=>6, "section_id"=>22099, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"1dbfc037-8cf9-4bf7-90dc-d4aa3bd15903"}) -Annotation.create({"id"=>63773, "question_id"=>68036, "org_id"=>8, "text"=>"Describe the requirements needed to support the software/technology used in the study. This may include: types of operating systems, type of server required, infrastructure necessary to run the program (e.g., SQL database), and the types of devices this software/technology can be used with (e.g., web, mobile).", "type"=>"guidance", "versionable_id"=>"cbfb4b98-ee4b-43a6-a37e-048871a91a23"}) -Section.create({"id"=>22100, "title"=>"Software/Technology Documentation", "description"=>"Provide an outline of the documentation and information that would be required for someone else to understand and reuse your software/technology.
", "number"=>2, "phase_id"=>3436, "modifiable"=>true, "versionable_id"=>"42e97cee-b8d0-40d1-bc5b-17869330dbe1"}) -Question.create({"id"=>68037, "text"=>"What information would be required for someone to understand and reuse your software/technology?", "default_value"=>nil, "number"=>1, "section_id"=>22100, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"2b86567a-e832-4f0b-9c44-0ebb45714b13"}) -Annotation.create({"id"=>63774, "question_id"=>68037, "org_id"=>8, "text"=>"Consider what information might be useful to accompany your software/technology if you were to share it with someone else. Examples may include documented code, user testing procedures, etc. This guide provides simple steps to improve the transparency of open software (Prlic & Proctor, 2012).", "type"=>"guidance", "versionable_id"=>"29cba74a-2df3-4ce0-881d-1ba3768dc8b5"}) -Question.create({"id"=>68038, "text"=>"What documentation will you develop to help others write and run tests on your software/technology?", "default_value"=>nil, "number"=>2, "section_id"=>22100, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"9240c47e-a0a0-4a64-b558-cc37624fe447"}) -Annotation.create({"id"=>63775, "question_id"=>68038, "org_id"=>8, "text"=>"Consider the software/technology development phase and indicate any instructions that will accompany the program. Examples might include test-first development procedures, user acceptance testing measures, etc.", "type"=>"guidance", "versionable_id"=>"42fd9929-7ad7-4b96-9f95-43a6420e4ac3"}) -Question.create({"id"=>68039, "text"=>"How will you track changes to code and dependencies?", "default_value"=>nil, "number"=>3, "section_id"=>22100, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"da3d0f75-e4fa-4f4b-9c38-98132d21194e"}) -Annotation.create({"id"=>63776, "question_id"=>68039, "org_id"=>8, "text"=>"Include information about any programs or steps you will use to track the changes made to program source code. Examples might include utilizing source control systems such as Git or Subversion to track changes and manage library dependencies.", "type"=>"guidance", "versionable_id"=>"829aaa69-70a8-48ba-a9e3-3487a16d45dd"}) -Section.create({"id"=>22101, "title"=>"Software/Technology Preservation", "description"=>"Describe how your software/technology will be available for the foreseeable future after the study is complete.
", "number"=>3, "phase_id"=>3436, "modifiable"=>true, "versionable_id"=>"fdc76c15-1174-4a39-aa00-aaa0834bef31"}) -Question.create({"id"=>68040, "text"=>"How will the software/technology be updated and maintained over time?", "default_value"=>nil, "number"=>1, "section_id"=>22101, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"02c1d522-9e8b-4141-a0d8-fe13f401d132"}) -Annotation.create({"id"=>63777, "question_id"=>68040, "org_id"=>8, "text"=>"Describe any plans to continue maintaining software/technology after project completion. Use this section to either describe the ongoing support model, the intention to engage with industry, or plan to apply for future funding.", "type"=>"guidance", "versionable_id"=>"f404be7d-9be5-49b6-8900-357fb42aba3a"}) -Question.create({"id"=>68041, "text"=>"Describe the level of risk associated with the use of public web services/infrastructure/databases regarding their stability and sustainability.", "default_value"=>nil, "number"=>2, "section_id"=>22101, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"db372351-d7a1-47e9-91cd-9ee5f46b2e73"}) -Annotation.create({"id"=>63778, "question_id"=>68041, "org_id"=>8, "text"=>"Include information about how the software/technology will remain secure over time. Elaborate on any encryption measures or monitoring that will take place while maintaining the software/technology. ", "type"=>"guidance", "versionable_id"=>"5c8f76e4-db3e-4c64-a2c9-52b2a4b237be"}) -Section.create({"id"=>22102, "title"=>"Software/Technology Ethical and Legal Restrictions", "description"=>"Provide any ethical or legal restrictions that may impact how you use and/or distribute your software/technology.
", "number"=>4, "phase_id"=>3436, "modifiable"=>true, "versionable_id"=>"59be7a52-e94d-4281-9e6d-8740d76b40a4"}) -Question.create({"id"=>68042, "text"=>"Who will own the copyright to the software/technology?", "default_value"=>nil, "number"=>1, "section_id"=>22102, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"d7a1ede2-5f5a-4388-b907-a82b6d151315"}) -Annotation.create({"id"=>63779, "question_id"=>68042, "org_id"=>8, "text"=>"List the copyright holder of the software/technology. See the Copyright Guide for Scientific Software for reference.", "type"=>"guidance", "versionable_id"=>"5c712532-35dd-4ce7-83b1-1ebe40640d14"}) -Question.create({"id"=>68043, "text"=>"What software/technology license will you choose?", "default_value"=>nil, "number"=>2, "section_id"=>22102, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"d943f62b-f99f-455f-b3dc-76aef7650ae8"}) -Annotation.create({"id"=>63780, "question_id"=>68043, "org_id"=>8, "text"=>"Describe the license chosen for the software/technology and its intended use. See list of license options here. ", "type"=>"guidance", "versionable_id"=>"d2fd8cc8-9005-48f9-aeec-98d14fd00350"}) -Section.create({"id"=>22103, "title"=>"Software/Technology Responsible Parties", "description"=>"Outline who is responsible for the development and monitoring of the software/technology over the course of the study.
", "number"=>5, "phase_id"=>3436, "modifiable"=>true, "versionable_id"=>"8aae4c06-219d-471e-8a3d-9bc929199f42"}) -Question.create({"id"=>68044, "text"=>"Who will have access to your software/technology throughout the project? Describe each collaborator’s responsibilities in relation to having access to the data.", "default_value"=>nil, "number"=>1, "section_id"=>22103, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"08c77827-a500-46f2-8ba5-484839bcf63e"}) -Annotation.create({"id"=>63781, "question_id"=>68044, "org_id"=>8, "text"=>"Provide the name(s), affiliation, contact information, and responsibilities of each study team member in relation to working with the software/technology. If working with developers, computer scientists, or programmers outside your immediate team, provide their information as well.", "type"=>"guidance", "versionable_id"=>"c08199c7-fb13-4389-8816-d10edf724b89"}) -Question.create({"id"=>68045, "text"=>"Who is responsible for reviewing and accepting each software/technology release?", "default_value"=>nil, "number"=>2, "section_id"=>22103, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"5048a764-5ad0-4a43-b435-c1135ebc17a7"}) -Annotation.create({"id"=>63782, "question_id"=>68045, "org_id"=>8, "text"=>"Indicate the steps that are required to formally approve a release of software/technology. ", "type"=>"guidance", "versionable_id"=>"4f28c67c-9211-4a86-96a9-b79538b72656"}) -Section.create({"id"=>22104, "title"=>"Software/Technology Sharing", "description"=>"Describe how you will make your software/technology discoverable and accessible to others once it is complete.
", "number"=>6, "phase_id"=>3436, "modifiable"=>true, "versionable_id"=>"403fcb4e-4dae-442b-a9f1-4bef5e9c0c91"}) -Question.create({"id"=>68046, "text"=>"Who are the intended users of your software/technology?", "default_value"=>nil, "number"=>1, "section_id"=>22104, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"995b2051-f2a8-48d4-93d3-2914153ce7e2"}) -Annotation.create({"id"=>63783, "question_id"=>68046, "org_id"=>8, "text"=>"Describe who the intended users are of the software/technology being developed. ", "type"=>"guidance", "versionable_id"=>"61a7142f-d073-4f27-8921-94d30fa8c670"}) -Question.create({"id"=>68047, "text"=>"What software/technology will be shared at the end of the study?", "default_value"=>nil, "number"=>2, "section_id"=>22104, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"b3a54a5d-2cf2-4dde-b71d-7d0ff0bd724f"}) -Annotation.create({"id"=>63784, "question_id"=>68047, "org_id"=>8, "text"=>"Describe the specific elements of the software/technology that will be made available at the completion of the study. If the underlying code will also be shared, please specify. ", "type"=>"guidance", "versionable_id"=>"9a318b22-7b3d-4163-8ec6-b1ebde3634d9"}) -Question.create({"id"=>68048, "text"=>"Are there restrictions on how you can share your software/technology related to patents, copyright, or intellectual property?", "default_value"=>nil, "number"=>3, "section_id"=>22104, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"e99eadf1-5957-4694-9bd4-9b2c639badfd"}) -Annotation.create({"id"=>63785, "question_id"=>68048, "org_id"=>8, "text"=>"Describe any restrictions that may prohibit the release of software/technology. Examples may include commercial restrictions, patent restrictions, or intellectual property rules under the umbrella of an academic institution.", "type"=>"guidance", "versionable_id"=>"35d0841b-36ae-4cbd-9cd8-9ae003af50ff"}) -Question.create({"id"=>68049, "text"=>"Where will you share your software/technology?", "default_value"=>nil, "number"=>4, "section_id"=>22104, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"4c16c57c-19f2-4d0d-9222-3e9412d2f10a"}) -Annotation.create({"id"=>63786, "question_id"=>68049, "org_id"=>8, "text"=>"Provide the location of where you intend to share your software/technology (e.g., app store, lab website, an industry partner). If planning to share underlying code, please indicate where that may be available as well. Consider using a tool like GitHub to make your code accessible and retrievable.", "type"=>"guidance", "versionable_id"=>"fb2927d6-5ab7-40e3-b412-e4dc50a68a13"}) -Phase.create({"id"=>3437, "title"=>"Data Management Plan", "description"=>"This section is focused on a data management plan designed to describe the methods in which data are gathered, analyzed, and shared from participants based on interventions or testing of the corresponding software or technology
", "number"=>2, "template_id"=>3462, "modifiable"=>true, "versionable_id"=>"4e00645f-49e4-4c08-a074-1d06bab51dd2"}) -Section.create({"id"=>22105, "title"=>"Data Collection", "description"=>"Outline the processes and procedures you will follow during the data collection process of your study.
", "number"=>1, "phase_id"=>3437, "modifiable"=>true, "versionable_id"=>"df0bdaa0-3452-4367-aa57-1123fb0e37ce"}) -Question.create({"id"=>68050, "text"=>"What types of data will you be collecting?", "default_value"=>nil, "number"=>1, "section_id"=>22105, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"ce39f836-3fd6-4d73-a522-c07610e18d8d"}) -Annotation.create({"id"=>63787, "question_id"=>68050, "org_id"=>8, "text"=>"Please describe the types of data you will gather across all phases of your study. Examples may include, but are not limited to data collected from surveys, interviews, personas or user stories, images, user testing, usage data, audio/video recordings, etc.", "type"=>"guidance", "versionable_id"=>"372bf344-fdbc-4a43-9383-656134ca926c"}) -Question.create({"id"=>68051, "text"=>"Will you be using any existing data from external sources or previous research?", "default_value"=>nil, "number"=>2, "section_id"=>22105, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"d1651ce5-7808-40fc-8678-e644bfd42d18"}) -Annotation.create({"id"=>63788, "question_id"=>68051, "org_id"=>8, "text"=>"If you will be combining original research data with existing licensed, restricted, or previously used research data, describe those data here. Provide the name, location, and date of the dataset(s) used. ", "type"=>"guidance", "versionable_id"=>"f6a71ea4-d24d-46e3-9775-2c9b8cc4bb41"}) -Question.create({"id"=>68052, "text"=>"What data collection instrument or scales will you use to collect the data?", "default_value"=>nil, "number"=>3, "section_id"=>22105, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"a111bfdd-8d93-4144-be70-583eae689d7b"}) -Annotation.create({"id"=>63789, "question_id"=>68052, "org_id"=>8, "text"=>"Provide a description of any data collection instruments or scales that will be used to collect data. These may include but are not limited to questionnaires, assessment scales, or persona guides. If using a pre-existing instrument or scale from another study, provide the citation(s) in this section.", "type"=>"guidance", "versionable_id"=>"faab5f23-0ddf-4159-8634-c4b6977e6e65"}) -Question.create({"id"=>68053, "text"=>"Is your data collected longitudinally or at a single point in time?", "default_value"=>nil, "number"=>4, "section_id"=>22105, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"e61e53ac-d122-44ec-a8ee-ceacfec1a7d4"}) -Annotation.create({"id"=>63790, "question_id"=>68053, "org_id"=>8, "text"=>"Indicate how frequently you will be collecting data from participants. For example, if you are conducting a series of user tests with the same participants each time, indicate the frequency here.", "type"=>"guidance", "versionable_id"=>"54321f51-40b7-474b-a8a7-e4cab22af9bb"}) -Question.create({"id"=>68054, "text"=>"What is the time frame over which you are collecting data?", "default_value"=>nil, "number"=>5, "section_id"=>22105, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"a5927d13-7681-4887-8d0d-8d5c439bd32e"}) -Annotation.create({"id"=>63791, "question_id"=>68054, "org_id"=>8, "text"=>"Provide an estimate of when you will begin and conclude the data collection process. List this information in the following format: YYYY/MM/DD - YYYY/MM/DD. If you do not know the exact dates, list YYYY/MM - YYYY/MM instead.", "type"=>"guidance", "versionable_id"=>"f41fa5e1-25e0-4122-9744-502d0ddabcc3"}) -Question.create({"id"=>68055, "text"=>"What is the setting and geographic location of where the data is being gathered?", "default_value"=>nil, "number"=>6, "section_id"=>22105, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"60120ef7-3d4e-451b-82a9-8623ff037f72"}) -Annotation.create({"id"=>63792, "question_id"=>68055, "org_id"=>8, "text"=>"Indicate the broader geographic location and setting where data will be gathered.", "type"=>"guidance", "versionable_id"=>"b2abfc32-8577-472c-bc1b-e4cc532a4eb2"}) -Question.create({"id"=>68056, "text"=>"What are the steps involved in the data collection process?", "default_value"=>nil, "number"=>7, "section_id"=>22105, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"aeebc389-8b6f-49d9-97fc-6f2c354bba7d"}) -Annotation.create({"id"=>63793, "question_id"=>68056, "org_id"=>8, "text"=>"Utilize this section to include a descriptive overview of the procedures involved in the data collection process. This may include but not be limited to recruitment, screening, information dissemination, and the phases of data collection (e.g., participant surveys, user acceptance testing, etc.). ", "type"=>"guidance", "versionable_id"=>"7f336af8-20a9-4447-84cd-7e5c192e911b"}) -Question.create({"id"=>68057, "text"=>"What software programs will you use to collect the data?", "default_value"=>nil, "number"=>8, "section_id"=>22105, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"1f525774-4cc8-4fb0-af22-4c571b0b8100"}) -Annotation.create({"id"=>63794, "question_id"=>68057, "org_id"=>8, "text"=>"Include the name and version of any software programs used to collect data in the study. If homegrown software/technology is being used, describe it and list any dependencies associated with running that program.", "type"=>"guidance", "versionable_id"=>"db2921c9-9c72-42db-a475-c3bd4be9f850"}) -Question.create({"id"=>68058, "text"=>"What file formats will you be generating during the data collection phase?", "default_value"=>nil, "number"=>9, "section_id"=>22105, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"09b33c61-518d-4751-b1f9-f7628f15a05c"}) -Annotation.create({"id"=>63795, "question_id"=>68058, "org_id"=>8, "text"=>"List any of the output files formats from the software programs listed above.", "type"=>"guidance", "versionable_id"=>"f9c0d3f7-a304-4fbd-8152-d28434de9628"}) -Section.create({"id"=>22106, "title"=>"Data Analysis", "description"=>"Outline the steps, materials, and methods that you will use during the data analysis phase of your study.
", "number"=>2, "phase_id"=>3437, "modifiable"=>true, "versionable_id"=>"807de6c7-fbb5-4d7a-9f0f-e578ccbdee1e"}) -Question.create({"id"=>68059, "text"=>"How will you document the changes you make to your data on a regular basis during the data analysis phase?", "default_value"=>nil, "number"=>1, "section_id"=>22106, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"824ee04d-21da-4e19-90ec-856da0fd322a"}) -Annotation.create({"id"=>63796, "question_id"=>68059, "org_id"=>8, "text"=>"Provide a description of how you will track changes made to any data analysis files. An example of this might include your audit trails or versioning systems that you will follow iterations of the data during the analysis process.", "type"=>"guidance", "versionable_id"=>"1ab23a43-99df-45ce-83a9-e2cc7e6e0182"}) -Question.create({"id"=>68060, "text"=>"What software will you be using to support your data analysis?", "default_value"=>nil, "number"=>2, "section_id"=>22106, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"7649fc69-8fea-49d9-af35-8b136d585bfa"}) -Annotation.create({"id"=>63797, "question_id"=>68060, "org_id"=>8, "text"=>"Describe the software you will use to perform any data analysis tasks associated with your study, along with the version of that software (e.g., SPSS, Atlas.ti, Excel, R, etc.).", "type"=>"guidance", "versionable_id"=>"7e4237cd-032b-47df-aa70-72bc3c6dccdb"}) -Question.create({"id"=>68061, "text"=>"What file formats will your data analysis files be saved in?", "default_value"=>nil, "number"=>3, "section_id"=>22106, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"4e470a43-d705-4f33-8367-bcc2c0884951"}) -Annotation.create({"id"=>63798, "question_id"=>68061, "org_id"=>8, "text"=>"List the file formats associated with each analysis software program that will be generated in your study (e.g., .txt, .csv, .xsls, .docx).", "type"=>"guidance", "versionable_id"=>"b84b67c8-92ab-4c13-9196-953da1e860b7"}) -Question.create({"id"=>68062, "text"=>"What code you will be generating that should accompany the data analysis file(s)?", "default_value"=>nil, "number"=>4, "section_id"=>22106, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"595fef18-8ade-447f-873e-9c941b5b5ce3"}) -Annotation.create({"id"=>63799, "question_id"=>68062, "org_id"=>8, "text"=>"Include any code or coding schemes used to perform data analysis. Examples in this section could include codebooks for analyzing interview transcripts from user testing, code associated with the functional/non-functional requirements of the software/technology program, or analytical frameworks used for evaluation.", "type"=>"guidance", "versionable_id"=>"ea7e645d-fe08-4aba-8b30-fdacfe7f2846"}) -Question.create({"id"=>68063, "text"=>"What quality assurance measures will be implemented over the course of the study?", "default_value"=>nil, "number"=>5, "section_id"=>22106, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"c8d54028-bb90-452a-9f8e-2dc6e5d9b95a"}) -Annotation.create({"id"=>63800, "question_id"=>68063, "org_id"=>8, "text"=>"Use this section to describe any quality review schedules, double coding measures, inter-rater reliability, quality review schedules, etc. that you intend to implement in your study.", "type"=>"guidance", "versionable_id"=>"17d367b9-da26-41c4-81fd-e2dda28e943d"}) -Section.create({"id"=>22107, "title"=>"Documentation and Metadata", "description"=>"This section will focus on including information that would be required for someone else to interpret and re-use your data.
", "number"=>3, "phase_id"=>3437, "modifiable"=>true, "versionable_id"=>"2faa27ae-5642-4d03-a3e3-91f85e2aa975"}) -Question.create({"id"=>68064, "text"=>"What information would be required for someone else to understand and reuse your data?", "default_value"=>nil, "number"=>1, "section_id"=>22107, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"7b178dbb-8489-4d79-a29b-ba5878245868"}) -Annotation.create({"id"=>63801, "question_id"=>68064, "org_id"=>8, "text"=>"Consider what information might be useful to accompany your data if you were to share it with someone else (e.g., the study protocol, interview guide, personas, user testing procedures, data collection instruments, or software dependencies, etc.).", "type"=>"guidance", "versionable_id"=>"522adfc3-082c-4469-a458-b1bd27468f1d"}) -Question.create({"id"=>68065, "text"=>"Are there metadata standards which you could use to describe your data?", "default_value"=>nil, "number"=>2, "section_id"=>22107, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"2b599d29-5ea0-4e6b-ba80-0ff1dc3e26a2"}) -Annotation.create({"id"=>63802, "question_id"=>68065, "org_id"=>8, "text"=>"Metadata standards can provide guidance on how best to document your data. If you do not know of any existing standards in your field, visit this website to search for available standards: https://fairsharing.org/.", "type"=>"guidance", "versionable_id"=>"73273305-16dd-4e59-9b2f-fc216ccd0b43"}) -Question.create({"id"=>68066, "text"=>"Who is the target population being investigated?", "default_value"=>nil, "number"=>3, "section_id"=>22107, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"656099b0-b5e6-482e-9672-462a9af9b962"}) -Annotation.create({"id"=>63803, "question_id"=>68066, "org_id"=>8, "text"=>"Describe the target population for which the software/technology is being developed (i.e., end users).", "type"=>"guidance", "versionable_id"=>"de20f90d-fb03-4cbc-addc-638d67ffd761"}) -Question.create({"id"=>68067, "text"=>"How is the population being sampled?", "default_value"=>nil, "number"=>4, "section_id"=>22107, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"6a89bd1e-5925-4610-9455-4d3b7e735f0b"}) -Annotation.create({"id"=>63804, "question_id"=>68067, "org_id"=>8, "text"=>"Describe the processes used to sample the population (e.g., convenience, snowball, purposeful, etc.).", "type"=>"guidance", "versionable_id"=>"b6eb6945-0ec8-4868-aa69-9efc8562a8a0"}) -Question.create({"id"=>68068, "text"=>"What are the variables being studied? ", "default_value"=>nil, "number"=>5, "section_id"=>22107, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"25795f81-fabe-49ac-a7e1-05a3830a99f3"}) -Annotation.create({"id"=>63805, "question_id"=>68068, "org_id"=>8, "text"=>"For any data gathered, list the variables being studied. For each variable, include the variable name, explanatory information, variable type, and values associated with each variable. Examples may include demographic characteristics of stakeholders, components of the software/technology program’s functional and nonfunctional requirements, etc. See guidance on how to create a data dictionary.", "type"=>"guidance", "versionable_id"=>"07002e40-ae9f-4ed6-bda9-9a585fe511d6"}) -Question.create({"id"=>68069, "text"=>"Are there any acronyms or abbreviations that will be used within your study that may be unclear to others?", "default_value"=>nil, "number"=>6, "section_id"=>22107, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"f59ad952-5238-4127-a9b3-22013fc8f20e"}) -Annotation.create({"id"=>63806, "question_id"=>68069, "org_id"=>8, "text"=>"Create a glossary of all acronyms or abbreviations used within your study. ", "type"=>"guidance", "versionable_id"=>"638ed9c9-0f67-485d-bcab-3c1e6f41cc60"}) -Section.create({"id"=>22108, "title"=>"Storage and Backup", "description"=>"Describe and outline how and where your data will be stored throughout the research project.
", "number"=>4, "phase_id"=>3437, "modifiable"=>true, "versionable_id"=>"3c5c8138-2f19-4e51-965a-4070829d7c66"}) -Question.create({"id"=>68070, "text"=>"What are the storage requirements needed for your data?", "default_value"=>nil, "number"=>1, "section_id"=>22108, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"a6e70518-a7f8-46ee-b875-75315083a245"}) -Annotation.create({"id"=>63807, "question_id"=>68070, "org_id"=>8, "text"=>"Provide an estimate of how much data you will collect for all data in the form of terabytes, gigabytes, or megabytes as needed. Breaking down the size requirements by data types is advised (e.g., 2 GB required for video files, 500 MB for survey data). ", "type"=>"guidance", "versionable_id"=>"bebd0395-19da-436f-b18c-e7e0e73f6f50"}) -Question.create({"id"=>68071, "text"=>"Where will your data be stored during the data collection phase?", "default_value"=>nil, "number"=>2, "section_id"=>22108, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"37646e16-c485-4325-b2f9-5aea824c6ef7"}) -Annotation.create({"id"=>63808, "question_id"=>68071, "org_id"=>8, "text"=>"Indicate where and how data will be stored during data collection. Examples may include storing data in secure, password protected computer files, encrypted cloud storage, software programs (e.g., REDCap), hard copies stored in locked filing cabinets, external hard drives, etc.", "type"=>"guidance", "versionable_id"=>"62cefb51-7fea-4ded-bafb-d1d7200dceaa"}) -Question.create({"id"=>68072, "text"=>"Where will your data be stored during the data analysis phase?", "default_value"=>nil, "number"=>3, "section_id"=>22108, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"a315fbae-62f8-4cb1-9fd9-0f4e7bf22778"}) -Annotation.create({"id"=>63809, "question_id"=>68072, "org_id"=>8, "text"=>"If different from above, indicate where data is stored during the data analysis process. If data is being sent to external locations for analysis by a statistician, describe that process here.", "type"=>"guidance", "versionable_id"=>"f290e30f-1e54-437c-99a1-aa9c0e75862c"}) -Question.create({"id"=>68073, "text"=>"If your data contains confidential information, how will your storage method ensure the protection of this data?", "default_value"=>nil, "number"=>4, "section_id"=>22108, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"45f38bfa-e8c4-43bb-b864-4a34a82aed32"}) -Annotation.create({"id"=>63810, "question_id"=>68073, "org_id"=>8, "text"=>"Indicate the security measures used to protect participant identifying data. Examples may include storing informed consent forms separately from anonymized data, password protecting files, locking unused computers, and restricting access to data that may contain identifying information. ", "type"=>"guidance", "versionable_id"=>"b2413179-3e9a-4666-9aa9-98284196508f"}) -Question.create({"id"=>68074, "text"=>"What file naming conventions will you use in your study?", "default_value"=>nil, "number"=>5, "section_id"=>22108, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"d7573e51-7f2c-4e6c-a786-bb400ede02ee"}) -Annotation.create({"id"=>63811, "question_id"=>68074, "org_id"=>8, "text"=>"List any specific file naming conventions used throughout the study. Provide examples of this file naming convention in the text indicating the context for each part of the file name. See file naming guidance here.", "type"=>"guidance", "versionable_id"=>"e9585f61-7cde-4356-8a25-0d391eada68d"}) -Question.create({"id"=>68075, "text"=>"What backup measures will be implemented to ensure the safety of your data?", "default_value"=>nil, "number"=>6, "section_id"=>22108, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"39a3ba3b-b1ba-4755-b5a5-875aeca6127d"}) -Annotation.create({"id"=>63812, "question_id"=>68075, "org_id"=>8, "text"=>"Describe how your study data will be regularly saved, backed up, and updated. If using institutional servers, consult with your Information Technology department to find out how frequently data is backed up.", "type"=>"guidance", "versionable_id"=>"4990eea3-5c26-4ca3-92c9-04078ee357a6"}) -Section.create({"id"=>22112, "title"=>"Preservation", "description"=>"Describe the steps that will ensure that your data will be available and usable for the foreseeable future after your study is complete.
", "number"=>5, "phase_id"=>3437, "modifiable"=>true, "versionable_id"=>"bcb0ab3a-497f-409c-878c-b09623a9cca2"}) -Question.create({"id"=>68091, "text"=>"Where will data be stored after the project is complete?", "default_value"=>nil, "number"=>1, "section_id"=>22112, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"53c2268c-b3b1-4917-9906-ddd04d7127f4"}) -Annotation.create({"id"=>63828, "question_id"=>68091, "org_id"=>8, "text"=>"Describe where your data will be stored after project completion (e.g., in an institutional repository, an external data repository, a secure institutional computer storage, or an external hard drive).", "type"=>"guidance", "versionable_id"=>"54926748-74c5-4863-b49a-8ccb26cee1bc"}) -Question.create({"id"=>68092, "text"=>"Who is responsible for managing the data after the study is complete?", "default_value"=>nil, "number"=>2, "section_id"=>22112, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"efb0cf68-3752-47f6-a725-c48ed9840dc3"}) -Annotation.create({"id"=>63829, "question_id"=>68092, "org_id"=>8, "text"=>"Name the person(s) responsible for managing the data at the completion of the project. List their affiliation and contact information.", "type"=>"guidance", "versionable_id"=>"12e94ee0-9806-41bd-adce-78134147f913"}) -Question.create({"id"=>68093, "text"=>"Will your data be migrated to preservation formats?", "default_value"=>nil, "number"=>3, "section_id"=>22112, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"b6c5be29-c300-410e-9055-11dca3648437"}) -Annotation.create({"id"=>63830, "question_id"=>68093, "org_id"=>8, "text"=>"Many proprietary file formats such as those generated from Microsoft software or statistical analysis tools can make the data difficult to access later on. Consider transforming any proprietary files into preservation-friendly formats to ensure your data can be opened. Describe the process for migrating your data formats here.", "type"=>"guidance", "versionable_id"=>"7ad982d0-fce6-4d18-8a3f-624f7280ae45"}) -Question.create({"id"=>68094, "text"=>"How long do you intend to keep your data after the project is complete?", "default_value"=>nil, "number"=>4, "section_id"=>22112, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"5d8f3683-eb48-4dc6-a8e0-d60e36ae3249"}) -Annotation.create({"id"=>63831, "question_id"=>68094, "org_id"=>8, "text"=>"Provide details on how long you plan to keep your data after the project, and list any requirements you must follow based on Research Ethics Board guidelines, data use agreements, or funder requirements. ", "type"=>"guidance", "versionable_id"=>"f412cb33-084d-48bb-9c8b-16e35ae13fec"}) -Question.create({"id"=>68095, "text"=>"What steps will you take to destroy the data after the retention period is complete?", "default_value"=>nil, "number"=>5, "section_id"=>22112, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"a5f2b97a-d0b8-410b-90e6-a7cc14e411dd"}) -Annotation.create({"id"=>63832, "question_id"=>68095, "org_id"=>8, "text"=>"Describe what steps will be taken to destroy study data. These steps may include but are not limited to shredding physical documents, making data unretrievable with support from your Information Technology department, or personal measures to eliminate data files.", "type"=>"guidance", "versionable_id"=>"8bff066e-20f3-4dc5-a347-09b2b6397309"}) -Section.create({"id"=>22109, "title"=>"Ethics and Legal Compliance", "description"=>"Outline the ethical and legal implications placed on your research data.
", "number"=>6, "phase_id"=>3437, "modifiable"=>true, "versionable_id"=>"0269648e-fb33-48ac-b10e-b31baaa7300e"}) -Question.create({"id"=>68076, "text"=>"How will the informed consent process be carried out within your study?", "default_value"=>nil, "number"=>1, "section_id"=>22109, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"4870ea39-c813-48a2-b4d7-6ed45b538880"}) -Annotation.create({"id"=>63813, "question_id"=>68076, "org_id"=>8, "text"=>"Outline the information provided in your Research Ethics Board protocol, and describe how informed consent is collected, and at which phases of the data collection process. Examples include steps to gain written or verbal consent, re-establishing consent at subsequent points of contact, etc. ", "type"=>"guidance", "versionable_id"=>"b4edbd85-afa5-4106-ba23-d35ae0787c72"}) -Question.create({"id"=>68077, "text"=>"Who holds the intellectual property rights to your data?", "default_value"=>nil, "number"=>2, "section_id"=>22109, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"733bbb2c-a889-417e-b053-fb89c452202a"}) -Annotation.create({"id"=>63814, "question_id"=>68077, "org_id"=>8, "text"=>"Provide the name, institutional affiliation, and contact information of the person(s) who hold intellectual property rights to the data.", "type"=>"guidance", "versionable_id"=>"c2d679ff-202f-468b-9f0c-eca57cf12ac5"}) -Question.create({"id"=>68078, "text"=>"What ethical guidelines or constraints are applicable to your data?", "default_value"=>nil, "number"=>3, "section_id"=>22109, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"19acf131-2562-469b-8793-6374a70e8e3b"}) -Annotation.create({"id"=>63815, "question_id"=>68078, "org_id"=>8, "text"=>"Describe any ethical concerns that may be associated with the data in this study. For example, if vulnerable and/or Indigenous populations were studied, outline specific guidelines that are being followed to protect participants (e.g., OCAP, community advisory boards, etc.).", "type"=>"guidance", "versionable_id"=>"6d26482f-fe6f-455e-b73d-f15907d832f5"}) -Question.create({"id"=>68079, "text"=>"What legal restraints are applicable to your data (e.g., ownership)?", "default_value"=>nil, "number"=>4, "section_id"=>22109, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"c896663a-7235-4271-a1a7-727ed744fdc1"}) -Annotation.create({"id"=>63816, "question_id"=>68079, "org_id"=>8, "text"=>"Provide details describing the legal restrictions that apply to your data. These restrictions may include, but are not limited to details about how your research data can be used as outlined by a funder, institution, collaboration or commercial agreement. ", "type"=>"guidance", "versionable_id"=>"edbfb3db-1603-41a2-bce1-61a05440b7bf"}) -Question.create({"id"=>68080, "text"=>"What methods will be used to manage the risk of disclosure of participant information?", "default_value"=>nil, "number"=>5, "section_id"=>22109, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"8401741e-b4a7-4031-bd3b-e86200c2d491"}) -Annotation.create({"id"=>63817, "question_id"=>68080, "org_id"=>8, "text"=>"List all the steps that will be taken to remove the risk of disclosing personal information from study participants. Include information about keeping data safe and secure, and whether certain information will be removed from the data. If data is being anonymized or de-identified, specify the information type(s) being altered (e.g., names, addresses, dates, location).", "type"=>"guidance", "versionable_id"=>"2f6a56f0-f353-4f12-a9fd-754cc079f491"}) -Section.create({"id"=>22110, "title"=>"Responsibilities and Resources", "description"=>"Indicate who will be working with the data at various stages, and describe their responsibilities.
", "number"=>7, "phase_id"=>3437, "modifiable"=>true, "versionable_id"=>"45f502dd-4a31-4d90-b4f9-affd9385a19c"}) -Question.create({"id"=>68081, "text"=>"What financial resources will you require for data management in this study?", "default_value"=>nil, "number"=>1, "section_id"=>22110, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"e4003545-7917-48e3-bbf0-7e72b7098007"}) -Annotation.create({"id"=>63818, "question_id"=>68081, "org_id"=>8, "text"=>"Describe any financial resources that may be required to properly manage your research data. This may include personnel, storage requirements, software, hardware, etc.", "type"=>"guidance", "versionable_id"=>"8baef279-27e9-4e3f-a647-0c6be33d8457"}) -Question.create({"id"=>68082, "text"=>"Who is the main contact and steward for the data collected in this study?", "default_value"=>nil, "number"=>2, "section_id"=>22110, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"cce65447-cff5-43d3-bb97-920f5329fa3e"}) -Annotation.create({"id"=>63819, "question_id"=>68082, "org_id"=>8, "text"=>"Provide the name(s), affiliation, and contact information for the main study contact.", "type"=>"guidance", "versionable_id"=>"32bf395e-a6eb-49a1-a6dd-5870f2a5379e"}) -Question.create({"id"=>68083, "text"=>"Who will have access to your data throughout the project? Describe each collaborator’s responsibilities in relation to having access to the data.", "default_value"=>nil, "number"=>3, "section_id"=>22110, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"79a2902a-88ed-4cb4-a5bb-c637fd979bc6"}) -Annotation.create({"id"=>63820, "question_id"=>68083, "org_id"=>8, "text"=>"Provide the name(s), affiliation, contact information, and responsibilities of each study team member in relation to working with the study data. ", "type"=>"guidance", "versionable_id"=>"4b77cc30-b696-417f-a325-f2204d8ac293"}) -Question.create({"id"=>68084, "text"=>"Will any new members be added or responsibilities be transferred over the course of the study?", "default_value"=>nil, "number"=>4, "section_id"=>22110, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"d2611433-4f60-4780-b834-6f1a29cb706f"}) -Annotation.create({"id"=>63821, "question_id"=>68084, "org_id"=>8, "text"=>"Describe the process by which new collaborators/team members will be added to the project, if applicable. Include the type(s) of responsibilities that may require new team members to be added during, or after the project is complete.", "type"=>"guidance", "versionable_id"=>"733b3636-f4ea-43bc-adf8-a3e9dce8eefb"}) -Section.create({"id"=>22111, "title"=>"Data Sharing", "description"=>"Provide information about how you will make your data available and/or discoverable to the broader community.
", "number"=>8, "phase_id"=>3437, "modifiable"=>true, "versionable_id"=>"65973f7c-41ba-4fb1-96bd-62aa84483c9d"}) -Question.create({"id"=>68085, "text"=>"Who are the intended users of your data?", "default_value"=>nil, "number"=>1, "section_id"=>22111, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"fb996bba-ec3f-4a13-8fb3-8d550bcb9a08"}) -Annotation.create({"id"=>63822, "question_id"=>68085, "org_id"=>8, "text"=>"Describe who the intended users are of the data. Consider that those who would benefit most from your data may differ from those who would benefit from the software/technology developed. ", "type"=>"guidance", "versionable_id"=>"5050961e-09c7-460b-8d5d-e03e243625ec"}) -Question.create({"id"=>68086, "text"=>"What data will be shared at the end of the study?", "default_value"=>nil, "number"=>2, "section_id"=>22111, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"bdeda0c6-5161-4cab-b955-0643910a1b44"}) -Annotation.create({"id"=>63823, "question_id"=>68086, "org_id"=>8, "text"=>"Outline the specific data that can be shared at the completion of the study. Be specific about the data (e.g., from surveys, user testing, app usage, interviews, etc.) and what can be shared.", "type"=>"guidance", "versionable_id"=>"6a3c8411-aea7-4e78-b01f-165b4a9f7452"}) -Question.create({"id"=>68087, "text"=>"What restrictions are placed on your data that would limit public data sharing?", "default_value"=>nil, "number"=>3, "section_id"=>22111, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"f8dc1d8b-ce54-4568-8a26-9f0dbf877665"}) -Annotation.create({"id"=>63824, "question_id"=>68087, "org_id"=>8, "text"=>"Describe any restrictions that may prohibit the sharing of data. Examples may include holding data that has confidentiality, license, or intellectual property restrictions, are beholden to funder requirements, or are subject to a data use agreement.", "type"=>"guidance", "versionable_id"=>"d121a3ff-f30c-451c-8155-d40c79f150a0"}) -Question.create({"id"=>68088, "text"=>"Where will you share your data?", "default_value"=>nil, "number"=>4, "section_id"=>22111, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"1cfb9714-f1d3-4259-8fdb-1f42551911f9"}) -Annotation.create({"id"=>63825, "question_id"=>68088, "org_id"=>8, "text"=>"Provide the location where you intend to share your data. This may be an institutional repository, external data repository, via community approval, or through your Research Ethics Board.", "type"=>"guidance", "versionable_id"=>"b70525bc-cb1b-4850-815f-23c299c52358"}) -Question.create({"id"=>68089, "text"=>"If you have collected restricted data, what steps would someone requesting your data need to follow in order to access it?", "default_value"=>nil, "number"=>5, "section_id"=>22111, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"e34e0822-81eb-4df9-99c5-a226dca93103"}) -Annotation.create({"id"=>63826, "question_id"=>68089, "org_id"=>8, "text"=>"If your data is restricted, describe how a researcher could access that data for secondary analysis. Examples of these procedures may include completing a Research Ethics Board application, signing a data use agreement, submitting a proposal to a community advisory board, among others. Be as specific as possible in this section.", "type"=>"guidance", "versionable_id"=>"a4868714-f037-4b4a-aa3d-4ebb3d8ad9a1"}) -Question.create({"id"=>68090, "text"=>"What license will you apply to your data?", "default_value"=>nil, "number"=>6, "section_id"=>22111, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"01cf1ea2-478d-4440-b4d3-64b960c243e0"}) -Annotation.create({"id"=>63827, "question_id"=>68090, "org_id"=>8, "text"=>"Select a license that best suits the parameters of how you would like to share your data, and how you would prefer to be credited. See this resource to help you decide: https://creativecommons.org/choose/.", "type"=>"guidance", "versionable_id"=>"60b99278-f4e4-4eee-8f3e-4facf7375905"}) -Template.create!({"id"=>3463, "title"=>"Portage Template for Arts-Based Research", "description"=>"This template will assist you in creating a data management plan for arts-based research (ABR). It is intended for researchers and artists who use artistic processes as research methods (i.e., arts-based methods). ABR is used across disciplines and encompasses diverse understandings of the arts, research, and how they intersect. In this template, ABR is an umbrella term for all the ways the arts are adapted to answer research questions, including those described as arts research, artistic research, and research-creation. You can use this template on its own, or in combination with others on the DMP Assistant when using arts-based methods with other methodological approaches.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"publicly_visible", "customization_of"=>nil, "family_id"=>352166419, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3438, "title"=>"Portage Template for Arts-Based Research", "description"=>"This template will assist you in creating a data management plan for arts-based research (ABR). It is intended for researchers and artists who use artistic processes as research methods (i.e., arts-based methods). ABR is used across disciplines and encompasses diverse understandings of the arts, research, and how they intersect. In this template, ABR is an umbrella term for all the ways the arts are adapted to answer research questions, including those described as arts research, artistic research, and research-creation. You can use this template on its own, or in combination with others on the DMP Assistant when using arts-based methods with other methodological approaches.
", "number"=>1, "template_id"=>3463, "modifiable"=>true, "versionable_id"=>"5ba3ad08-b91a-4194-8d20-d904b09fa950"}) -Section.create({"id"=>22113, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3438, "modifiable"=>true, "versionable_id"=>"61d9e90b-adb7-4fd2-94cb-9ffe4d695cdc"}) -Question.create({"id"=>68096, "text"=>"What types of data will you create and/or collect? What methods, arts-based and otherwise, will you use?", "default_value"=>nil, "number"=>1, "section_id"=>22113, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"49aa06dc-7a31-4bf5-a5e1-b74c7bd2ce5f"}) -Annotation.create({"id"=>63833, "question_id"=>68096, "org_id"=>8, "text"=>"Drawings, songs, poems, films, short stories, performances, interactive installations, and social experiences facilitated by artists are examples of data. Data on artistic processes can include documentation of techniques, stages, and contexts of artistic creation, and the physical materials (e.g., paints, textiles, found objects) and tools (e.g., pencils, the body, musical instruments) used to create artwork. Other types of data are audio recordings of interviews, transcripts, photographs, videos, field notes, historical documents, social media posts, statistical spreadsheets, and computer code.", "type"=>"example_answer", "versionable_id"=>"9dfcce79-872f-4bbc-9dd3-134114763e48"}) -Annotation.create({"id"=>63834, "question_id"=>68096, "org_id"=>8, "text"=>"Artwork is a prominent type of data in ABR that is commonly used as content for analysis and interpretation. Artworks that exist as, or are documented in, image, audio, video, text, and other types of digital files facilitate research data management. The same applies to preparatory, supplemental, and discarded artworks made in the creation of a principal one. Research findings you create in the form of artwork can be treated as data if you will make them available for researchers, artists, and/or the public to use as data. Information about artistic processes can also be data. Read more on artwork and artistic processes as data at Kultur II Group and Jisc.", "type"=>"guidance", "versionable_id"=>"ac40886b-4ab5-4955-b29f-b2559d4f9122"}) -Question.create({"id"=>68097, "text"=>"Do you plan to use datasets published by others? Where will you collect them from?", "default_value"=>nil, "number"=>2, "section_id"=>22113, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"135a4b6f-657b-4417-b51a-526827f9a3c0"}) -Annotation.create({"id"=>63835, "question_id"=>68097, "org_id"=>8, "text"=>"Researchers and artists can publish their data for others to reuse. Research data repositories and government agencies are sources of published data (e.g., Federated Research Data Repository, Statistics Canada). Your university may have its own research data repository. Academic journals may host published data as supplementary material connected to their articles. If you need help finding resources for published data, contact your institution’s library or reach out to the Portage DMP Coordinator at support@portagenetwork.ca.", "type"=>"guidance", "versionable_id"=>"fdca975e-ca6a-4fe0-9bd2-8ba5ae4cc336"}) -Question.create({"id"=>68098, "text"=>"How will you digitally document artwork, artistic processes, and other non-digital data? What conditions, hardware, software, and skills will you need?", "default_value"=>nil, "number"=>3, "section_id"=>22113, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"5d918a80-b2ee-4f77-9cba-d452ed164f43"}) -Annotation.create({"id"=>63836, "question_id"=>68098, "org_id"=>8, "text"=>"Non-digital data should be digitized when possible. Digitization is needed for many reasons, including returning artwork to participants, creating records of performances, and depositing data in a repository for reuse. When planning your documentation, consider what conditions (e.g., good lighting, sound dampening), hardware (e.g., microphone, smartphone), software (e.g., video editing program), and specialized skills (e.g., filming techniques, image-editing skills) you will need. High quality documentation will make your data more valuable to you and others.", "type"=>"guidance", "versionable_id"=>"347333e4-156f-4042-a4d5-0993577f41ff"}) -Question.create({"id"=>68099, "text"=>"What file formats will your data be created and/or collected in?", "default_value"=>nil, "number"=>4, "section_id"=>22113, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"3839408f-1b49-41ad-98ca-cdff46516377"}) -Annotation.create({"id"=>63837, "question_id"=>68099, "org_id"=>8, "text"=>"Open (i.e., non-proprietary) file formats are preferred when possible because they can be used by anyone, which helps ensure others can access and reuse your data in the future. However, proprietary file formats may be necessary for certain arts-based methods because they have special capabilities for creating and editing images, audio, video, and text. If you use proprietary file formats, try to select industry-standard formats (i.e., those widely used by a given community) or those you can convert to open ones. UK Data Service provides a table of recommended and acceptable file formats for various types of data.
\r\nCornell University defines metadata as “documentation that describes data” (see also Concordia University Library). Creating good metadata includes providing information about your project as well as each item in your database, and any other contextual information needed for you and others to interpret and reuse your data in the future. CESSDA and UK Data Service provide examples of project- and item-level metadata. Because arts-based methods tend to be customized and fluid, describing them in your project-level metadata is important.
", "type"=>"guidance", "versionable_id"=>"07838a20-5080-4530-aae1-2f5b1ecafaa3"}) -Question.create({"id"=>68102, "text"=>"What metadata standard will you use?", "default_value"=>nil, "number"=>2, "section_id"=>22114, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"c90f656e-86b1-40d4-bc8f-6b95644ab02d"}) -Annotation.create({"id"=>63842, "question_id"=>68102, "org_id"=>8, "text"=>"Dublin Core and DDI are two widely used general metadata standards. Discipline-specific standards used by museums and galleries (e.g., CCO, VRA Core) may be useful to describe artworks at the item level. You can also explore arts-specific data repositories at re3data.org to see what metadata standards they use.", "type"=>"example_answer", "versionable_id"=>"07f39f5f-2283-4b8f-86a7-a6738dbf8bb6"}) -Annotation.create({"id"=>63843, "question_id"=>68102, "org_id"=>8, "text"=>"A metadata standard is a set of established categories you can use to describe your data. Using one helps ensure your metadata is consistent, structured, and machine-readable, which is essential for depositing data in repositories and making them easily discoverable by search engines. While no specific metadata standard exists for ABR, you can adopt existing general or discipline-specific ones (for more, see Queen’s University Library and Digital Curation Centre). For more help finding a suitable metadata standard, you may wish to contact your institution’s library or reach out to the Portage DMP Coordinator at support@portagenetwork.ca.", "type"=>"guidance", "versionable_id"=>"1ca55ef7-e47c-4afc-8451-87dffb9f110d"}) -Question.create({"id"=>68103, "text"=>"How will you consistently create metadata during your project?", "default_value"=>nil, "number"=>3, "section_id"=>22114, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"17d24195-35e3-4a38-bbac-ec5d460e40e4"}) -Annotation.create({"id"=>63844, "question_id"=>68103, "org_id"=>8, "text"=>"One way to record metadata is to place it in a separate text file (i.e., README file) that will accompany your data and to update it throughout your project. Cornell University provides a README file template you can adapt. You can also embed item-level metadata in certain files, such as placing contextual information and participant details for an interview in a summary page at the beginning of a transcript. Creating a data list, a spreadsheet that collects all your item-level metadata under key categories, will help you and others easily identify items, their details, and patterns across them. UK Data Service has a data list template you can adapt.", "type"=>"example_answer", "versionable_id"=>"321e496f-be88-4c25-86f9-f43b11a874bd"}) -Annotation.create({"id"=>63845, "question_id"=>68103, "org_id"=>8, "text"=>"Creating metadata should not be left to the end of your project. A plan that lays out how, when, where, and by whom metadata will be captured during your project will help ensure your metadata is accurate, consistent, and complete. You can draw metadata from files you have already created or will create for your project (e.g., proposals, notebooks, interview guides, file properties of digital images). If your arts-based methods shift during your project, make sure to record these changes in your metadata. The same practices for organizing data can be used to organize metadata (e.g., consistent naming conventions, file version markers).", "type"=>"guidance", "versionable_id"=>"5715da0a-d3b1-4e50-ae94-408a2f94e71c"}) -Section.create({"id"=>22115, "title"=>"Storage, Backup, and Access", "description"=>nil, "number"=>3, "phase_id"=>3438, "modifiable"=>true, "versionable_id"=>"246bba52-bf9d-4d5a-8e38-b02aa34bc68e"}) -Question.create({"id"=>68104, "text"=>"How much storage space will you need for digital data during your project? How long will you store them?", "default_value"=>nil, "number"=>1, "section_id"=>22115, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"a4e6c71b-2d6d-45a1-bcc6-2f0e481ce4ca"}) -Annotation.create({"id"=>63846, "question_id"=>68104, "org_id"=>8, "text"=>"Estimate the storage space you will need in megabytes, gigabytes, terabytes, etc., and for how long this storage will need to be active. Take into account file size, file versions, backups, and the growth of your data, if you will create and/or collect data over several months or years.", "type"=>"guidance", "versionable_id"=>"84853632-07c0-49f4-9b1e-39c3d35ba1a0"}) -Question.create({"id"=>68105, "text"=>"How and where will you store and back up digital data during your project?", "default_value"=>nil, "number"=>2, "section_id"=>22115, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"363804ec-3338-4015-a369-1a2206b15dbe"}) -Annotation.create({"id"=>63847, "question_id"=>68105, "org_id"=>8, "text"=>"Digital data can be stored on optical or magnetic media, which can be removable (e.g., DVDs, USB drives), fixed (e.g., computer hard drives), or networked (e.g., networked drives, cloud-based servers). Each storage method has pros and cons you should consider. Having multiple copies of your data and not storing them all in the same physical location reduces the risk of losing your data. Follow the 3-2-1 backup rule: have at least three copies of your data; store the copies on two different media; keep one backup copy offsite. A regular backup schedule reduces the risk of losing recent versions of your data.
\r\nSecurely accessible servers or cloud-based environments with regular backup processes are recommended for your offsite backup copy; however, you should know about the consequences of storing your data outside of Canada, especially in relation to privacy. Data stored in different countries is subject to their laws, which may differ from those in Canada. Ensure your data storage and backup methods align with any requirements of your funder, institution, and research ethics office. Read more on storage and backup practices at the University of Sheffield Library and UK Data Service. ", "type"=>"guidance", "versionable_id"=>"355177d3-c7d6-400a-b47b-f9ad68d43993"}) -Annotation.create({"id"=>63848, "question_id"=>68105, "org_id"=>8, "text"=>"Many universities offer networked file storage with automatic backup. Compute Canada’s Rapid Access Service provides principal investigators at Canadian postsecondary institutions a modest amount of storage and other cloud resources for free. Contact your institution’s IT services to find out what secure data storage services are available to you.", "type"=>"example_answer", "versionable_id"=>"cb4d0466-fa4a-4382-aa24-2be161882775"}) -Question.create({"id"=>68106, "text"=>"How will you store non-digital data during your project?", "default_value"=>nil, "number"=>3, "section_id"=>22115, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"cbee4afb-f351-4df0-8293-3426cf024e3c"}) -Annotation.create({"id"=>63849, "question_id"=>68106, "org_id"=>8, "text"=>"Describe how you will store your non-digital data and what you will need to do so (e.g., physical space, equipment, special conditions). Include where you will store these data and for how long. Ensure your storage methods for non-digital data align with any requirements of your funder, institution, and research ethics office.", "type"=>"guidance", "versionable_id"=>"c8ae0608-25d4-4f59-b8bb-b8bda32a7253"}) -Question.create({"id"=>68107, "text"=>"How will your research team and others transfer, access, and/or modify data during your project?", "default_value"=>nil, "number"=>4, "section_id"=>22115, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"016ab377-9296-433f-80e0-ce8e1ce28946"}) -Annotation.create({"id"=>63850, "question_id"=>68107, "org_id"=>8, "text"=>"Research team members, other collaborators, participants, and independent contractors (e.g., transcriptionists, videographers) are examples of individuals who can transfer, access, and modify data in your project, often from different locations. Ideally, a strategy for these activities facilitates cooperation, ensures data security, and can be adopted with minimal instructions or training. If applicable, your strategy should address how raw data from portable recording devices will be transferred to your project database (e.g., uploading raw video data within 48 hours, then erasing the camera).
\r\nRelying on email to transfer data is not a robust or secure solution, especially for exchanging large files or artwork, transcripts, and other data with sensitive information. Third-party commercial file sharing services (e.g., Google Drive, Dropbox) are easy file exchange tools, but may not be permanent or secure, and are often located outside Canada. Contact your librarian and IT services to develop a solution for your project.
", "type"=>"guidance", "versionable_id"=>"14c72d4e-cc5e-4e5b-806c-f6243a9fa5e6"}) -Section.create({"id"=>22116, "title"=>"Preservation", "description"=>nil, "number"=>4, "phase_id"=>3438, "modifiable"=>true, "versionable_id"=>"8760a9b2-bfa4-4019-82f8-b142cf5c2663"}) -Question.create({"id"=>68108, "text"=>"What are your preservation needs for your digital data?", "default_value"=>nil, "number"=>1, "section_id"=>22116, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"b86359bf-4e3c-4c81-a81f-eb0ce1cd8067"}) -Annotation.create({"id"=>63851, "question_id"=>68108, "org_id"=>8, "text"=>"Preservation means storing data in ways that make them accessible and reuseable to you and others long after your project ends (for more, see Ghent University). Many factors inform preservation, including policies of funding agencies and academic publishers, an understanding of the enduring value of a dataset, and ethical frameworks informing a project (e.g., making artwork co-created with community members accessible to their community).
\r\nCreating a “living will” for your data can help you decide what your preservation needs are in relation to these or other factors. It is a plan describing how future researchers, artists, and others will be able to access and reuse your data. If applicable, consider the needs of participants and collaborators who will co-create and/or co-own artwork and other data. Your “living will” can address where you will store your data, how they will be accessed, how long they will be accessible for, and how much digital storage space you will need.", "type"=>"guidance", "versionable_id"=>"dbb3bbe4-6c2e-4c76-97a2-2e825b51b91d"}) -Question.create({"id"=>68109, "text"=>"Where will you preserve your research data for the long-term, if needed?", "default_value"=>nil, "number"=>2, "section_id"=>22116, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"a05eff74-8429-457b-b8cd-b2ada451dbf9"}) -Annotation.create({"id"=>63852, "question_id"=>68109, "org_id"=>8, "text"=>"Deposit in a data repository is one way to preserve your data, but keep in mind that not all repositories have a preservation mandate. Many repositories focus on sharing data, not preserving them, meaning they will store and make your data accessible for a few years, but not long term. It can be difficult to distinguish repositories with preservation services from those without, so carefully read the policies of repositories you are considering for preservation and, if possible, before your project begins. If you need or want to place special conditions on your data, check if the repository will accommodate them and, if so, get written confirmation. Read more on choosing a repository at OpenAIRE.", "type"=>"guidance", "versionable_id"=>"e6f35970-2cac-41b5-b5ed-7ef391572227"}) -Annotation.create({"id"=>63853, "question_id"=>68109, "org_id"=>8, "text"=>"Data repositories labelled as “trusted” or “trustworthy” indicate they have met high standards for receiving, storing, accessing, and preserving data through an external certification process. Two certifications are Trustworthy Digital Repository and CoreTrustSeal.
\r\nA repository that lacks certification may still be a valid preservation option. Many established repositories in Canada have not gone through a certification process yet. For repositories without certification, you can evaluate their quality by comparing their policies to the standards of a certification. Read more on trusted data repositories at the University of Edinburgh and OpenAIRE.", "type"=>"example_answer", "versionable_id"=>"62bcfe39-5c6a-4547-a74b-fbb009bd5ded"}) -Question.create({"id"=>68110, "text"=>"How will you ensure your digital data is preservation ready?", "default_value"=>nil, "number"=>3, "section_id"=>22116, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"8b976a44-307a-4770-85b8-1edd0b66b82e"}) -Annotation.create({"id"=>63854, "question_id"=>68110, "org_id"=>8, "text"=>"Open file formats are considered preservation-friendly because of their accessibility. Proprietary file formats are not optimal for preservation because they can have accessibility barriers (e.g., needing specialized licensed software to open). Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g., converting from an uncompressed TIFF file to a compressed JPEG file), so any changes to file formats should be documented and double checked. See UK Data Service for a list of preservation-friendly file formats.", "type"=>"example_answer", "versionable_id"=>"9ecfc004-9743-4f9b-a163-1a75930dbe65"}) -Annotation.create({"id"=>63855, "question_id"=>68110, "org_id"=>8, "text"=>"Converting to preservation-friendly file formats, checking for unintended changes to files, confirming metadata is complete, and gathering supporting documents are practices, among others, that will help ensure your data are ready for preservation.", "type"=>"guidance", "versionable_id"=>"95cf81a3-e6e6-4f61-9ebc-54cde0ab5f0c"}) -Question.create({"id"=>68111, "text"=>"What are your preservation needs for your non-digital data?", "default_value"=>nil, "number"=>4, "section_id"=>22116, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"730ca1e5-18a4-4227-8912-f685f77ed244"}) -Annotation.create({"id"=>63856, "question_id"=>68111, "org_id"=>8, "text"=>"Sometimes non-digital data cannot be digitized or practical limitations (e.g., cost) prevent them from being digitized. If you want others to access and reuse your non-digital data, consider where they will be stored, how they will be accessed, and how long they will be accessible for. Sometimes, you can deposit your data in an archive, which will take responsibility for preservation and access. If non-archivists (e.g., you, a partner community centre) take responsibility for preservation, describe how your non-digital data will be protected from physical deterioration over time. Make sure to incorporate non-digital data into the “living will” for your data. Contact the archives at your institution for help developing a preservation strategy for non-digital data. Read more on preserving non-digital data at Radboud University.", "type"=>"guidance", "versionable_id"=>"b856d87b-25f0-4146-a0e2-d26b1cc888b0"}) -Question.create({"id"=>68112, "text"=>"Are there data you will need or choose to destroy? If so, how will you destroy them securely?", "default_value"=>nil, "number"=>5, "section_id"=>22116, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"0a169a59-ba1b-46b8-b784-a1a7526461c0"}) -Annotation.create({"id"=>63857, "question_id"=>68112, "org_id"=>8, "text"=>"Certain data may not have long-term value, may be too sensitive for preservation, or must be destroyed due to data agreements. Deleting files from your computer is not a secure method of data disposal. Contact your IT services, research ethics office, and/or privacy office to find out how you can securely destroy your data. Read more on secure data disposal at UK Data Service.", "type"=>"guidance", "versionable_id"=>"8ff55717-6e07-4cff-a677-f9bb55175721"}) -Section.create({"id"=>22117, "title"=>"Sharing and Reuse", "description"=>nil, "number"=>5, "phase_id"=>3438, "modifiable"=>true, "versionable_id"=>"d5f5f383-b15f-4912-8b57-9b9bef463a61"}) -Question.create({"id"=>68113, "text"=>"What types of data will you share and in what form?", "default_value"=>nil, "number"=>1, "section_id"=>22117, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"0f9989f8-e862-4b46-8fff-f06f742d2664"}) -Annotation.create({"id"=>63858, "question_id"=>68113, "org_id"=>8, "text"=>"Your shared data can be in different forms:
\r\nList the owners of the data in your project (i.e., those who hold the intellectual property rights), such as you, collaborators, participants, and the owners of published data you will reuse. Consider how ownership will affect the sharing and reuse of data in your project. For example, existing licenses attached to copyrighted materials that you, collaborators, or participants incorporate into new artwork may prevent its sharing or allow it with conditions, like creator attribution, non-commercial use, and restricted access.
", "type"=>"guidance", "versionable_id"=>"aa6d38e5-471d-4ae7-b33d-97fb63f3b6af"}) -Question.create({"id"=>68116, "text"=>"What type of end-user license will you include with your data?", "default_value"=>nil, "number"=>4, "section_id"=>22117, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"a3a43915-3130-4c28-8378-210b5691167a"}) -Annotation.create({"id"=>63862, "question_id"=>68116, "org_id"=>8, "text"=>"Several types of standard licenses are available to researchers, such as Creative Commons licenses and Open Data Commons licenses. In most circumstances, it is easier to use a standard license rather than a custom-made one. If you make your data part of the public domain, you should make this explicit by using a license, such as Creative Commons CC0. Read more on data licenses at Digital Curation Centre. ", "type"=>"example_answer", "versionable_id"=>"75edfde8-29ca-47b3-8c2d-97eb6e3a0663"}) -Annotation.create({"id"=>63863, "question_id"=>68116, "org_id"=>8, "text"=>"Include a copy of your end-user license here. Licenses set out how others can use your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may be able to guide you in developing a license. Only the intellectual property rights holder(s) of the data you want to share can issue a license, so it is crucial to clarify who holds those rights. Make sure the terms of use of your end-user license fulfill any legal and ethical obligations you have (e.g., consent forms, copyright, data sharing agreements, etc.).", "type"=>"guidance", "versionable_id"=>"ca664c91-5ac5-4126-a998-8e41c703edf3"}) -Question.create({"id"=>68117, "text"=>"How will researchers, artists, and/or the public find your data?", "default_value"=>nil, "number"=>5, "section_id"=>22117, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"ebc83e7c-0e43-447e-9b83-c07ff8df7670"}) -Annotation.create({"id"=>63864, "question_id"=>68117, "org_id"=>8, "text"=>"Many Canadian postsecondary institutions use Dataverse, a popular data repository platform for survey data and qualitative text data (for more, see Scholars Portal). It has many capabilities, including open and restricted access, built-in data citations, file versioning, customized terms of use, and assignment of a digital object identifier (DOI) to datasets. A DOI is a unique, persistent identifier that provides a stable link to your data. Try to choose repositories that assign persistent identifiers. Contact your institution’s library or the Portage DMP Coordinator at support@portagenetwork.ca to find out if a local Dataverse is available to you, or for help locating another repository that meets your needs. You can also check out re3data.org, a directory of data repositories that includes arts-specific ones.", "type"=>"example_answer", "versionable_id"=>"2f9bedb3-4ac5-49fc-b692-fcb9f9fdd7d7"}) -Annotation.create({"id"=>63865, "question_id"=>68117, "org_id"=>8, "text"=>"Researchers can find data through data repositories, word-of-mouth, project websites, academic journals, etc. Sharing your data through a data repository is recommended because it enhances the discoverability of your data in the research community. You can also cite your deposited data the same way you would cite a publication, by including a link in the citation. Read more on data citation at UK Data Service and Digital Curation Centre.
\r\nThe best ways to let artists and the public know about your data may not mirror those of researchers. Social media, artistic organizations, and community partners may be options. For more help making your data findable, contact your institution’s library or the Portage DMP Coordinator at support@portagenetwork.ca.
", "type"=>"guidance", "versionable_id"=>"36d0a222-c39b-4f05-9a1b-ec162adf3707"}) -Section.create({"id"=>22118, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>6, "phase_id"=>3438, "modifiable"=>true, "versionable_id"=>"242249ed-d805-4ef8-a1d9-df8fb24c40e7"}) -Question.create({"id"=>68118, "text"=>"Who will be responsible for research data management during and after your project? What will their tasks be?", "default_value"=>nil, "number"=>1, "section_id"=>22118, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"5cc4fd8f-5548-4cd1-b317-4587e75521da"}) -Annotation.create({"id"=>63866, "question_id"=>68118, "org_id"=>8, "text"=>"Research data management is often a shared responsibility, which can involve principal investigators, co-investigators, collaborators, graduate students, data repositories, etc. Describe the roles and responsibilities of those who will carry out the activities of your data management plan, whether they are individuals or organizations, and the timeframe of their responsibilities. Consider who can conduct these activities in relation to data management expertise, time commitment, training needed to carry out tasks, and other factors.
", "type"=>"guidance", "versionable_id"=>"3933cd31-1fd2-40c0-909d-fd1b859a002e"}) -Question.create({"id"=>68119, "text"=>"If responsibility for research data management needs to be transferred to other individuals or organizations, who will assume responsibility and how?", "default_value"=>nil, "number"=>2, "section_id"=>22118, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"f3ba4d05-7375-4be4-85b5-af103c367172"}) -Annotation.create({"id"=>63867, "question_id"=>68119, "org_id"=>8, "text"=>"Expected and unexpected changes to who manages data during your project (e.g., a student graduates, research staff turnover) and after (e.g., retirement, death, agreement with data repository ends) can happen. A succession plan details how research data management responsibilities will transfer to other individuals or organizations. Consider what will happen if the principal investigator, whether you or someone else, leaves the project. In some instances, a co-investigator or the department or division overseeing your project can assume responsibility. Your post-project succession plan can be part of the “living will” for your data.", "type"=>"guidance", "versionable_id"=>"81329dc8-50a9-4471-86bd-7833fe92d66d"}) -Question.create({"id"=>68120, "text"=>"What resources will you need to implement your data management plan? How much will they cost?", "default_value"=>nil, "number"=>3, "section_id"=>22118, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"4e9cff16-21e6-4eb7-8f22-4ecb2edf0a89"}) -Annotation.create({"id"=>63868, "question_id"=>68120, "org_id"=>8, "text"=>"Know what resources you will need for research data management during and after your project and their estimated cost as early as possible. For example, transcription, training for research team members, digitizing artwork, cloud storage, and depositing your data in a repository can all incur costs. Many funding agencies provide financial support for data management, so check what costs they will cover. Read more on costing data management at Digital Curation Centre and OpenAIRE.", "type"=>"guidance", "versionable_id"=>"33c37ba5-5bfb-4be3-9cda-42336926d2c1"}) -Section.create({"id"=>22119, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>7, "phase_id"=>3438, "modifiable"=>true, "versionable_id"=>"23e1af42-0008-47ff-94ae-8f9f53983583"}) -Question.create({"id"=>68121, "text"=>"Are there policies that outline requirements and/or best practices pertaining to your research data management?", "default_value"=>nil, "number"=>1, "section_id"=>22119, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"27b42dbf-c1a5-46a2-be89-c05a6c0cf81f"}) -Annotation.create({"id"=>63869, "question_id"=>68121, "org_id"=>8, "text"=>"Research data management policies can be set by funders, postsecondary institutions, legislation, communities of researchers, and research data management specialists. List policies relevant to managing your data, including those of your institution and the Tri-Agency Research Data Management Policy, if you have SSHRC, CIHR, or NSERC funding. Include URL links to these policies. ", "type"=>"guidance", "versionable_id"=>"3687ffa9-0dc5-44f6-b1c5-c80d5539fc3f"}) -Question.create({"id"=>68122, "text"=>"What ethical and legal issues will affect your data? How will you address them?", "default_value"=>nil, "number"=>2, "section_id"=>22119, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"0941c12d-0a14-446e-bc59-082fa7f9d1bd"}) -Annotation.create({"id"=>63870, "question_id"=>68122, "org_id"=>8, "text"=>"Compliance with privacy and copyright law is a common issue in ABR and may restrict what data you can create, collect, preserve, and share. Familiarity with Canadian copyright law is especially important in ABR (see Copyright Act of Canada, Canadian Intellectual Property Office, Éducaloi, and Artists’ Legal Outreach). Obtaining permissions is key to managing privacy and copyright compliance and will help you select or develop an end-user license.
\r\nIt is also important to know about ethical and legal issues pertaining to the cultural context(s) in which you do ABR. For example, Indigenous data sovereignty and governance are essential to address in all aspects of research data management in projects with and affecting First Nations, Inuit, and Métis communities and lands (see FNIGC, ITK, and GIDA), including collective ownership of traditional knowledge and cultural expressions (see UBC Library and ISED Canada). Experts at your institution can help you address ethical and legal issues, such as those at your library, privacy office, research ethics office, or copyright office.", "type"=>"guidance", "versionable_id"=>"15c1fd54-030b-4e04-a9dd-1671ea16c370"}) -Annotation.create({"id"=>63871, "question_id"=>68122, "org_id"=>8, "text"=>"Obtaining permissions to create, document, and use artwork in ABR can be complex when, for example, non-participants are depicted in artwork or artwork is co-created or co-owned, made by minors, or derived from other copyrighted work (e.g., collages made of photographs, remixed songs). Consider creating a plan describing how you will obtain permissions for your project. It should include what you want to do (e.g., create derivative artwork, deposit data); who to ask when permission is needed for what you want to do; and, if granted, what the conditions are. ", "type"=>"example_answer", "versionable_id"=>"8b56eb85-d3e6-4c87-ba6e-e829e797ad31"}) -Question.create({"id"=>68123, "text"=>"If your project includes sensitive data, how will you ensure they are securely managed and accessible only to approved individuals during your project?", "default_value"=>nil, "number"=>3, "section_id"=>22119, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"d9bbc535-e385-41c8-802d-6da2aff0d992"}) -Annotation.create({"id"=>63872, "question_id"=>68123, "org_id"=>8, "text"=>"Security measures for sensitive data include password protection, encryption, and limiting physical access to storage devices. Sensitive data should never be shared via email or cloud storage services not approved by your research ethics office. Security measures for sensitive non-digital data include storage under lock and key, and logging removal and return of artwork from storage.", "type"=>"example_answer", "versionable_id"=>"c50a8a39-054c-4bd8-b92e-3c218f0cfb0f"}) -Annotation.create({"id"=>63873, "question_id"=>68123, "org_id"=>8, "text"=>"Sensitive data is any data that may negatively impact individuals, organizations, communities, institutions, and businesses if publicly disclosed. Copyrighted artwork, Indigenous cultural expressions, and personal identifiers in artwork or its documentation can be examples of sensitive data in ABR. Your data security measures should be proportional to the sensitivity of your data: the more sensitive your data, the more data security you need. Read more on sensitive data and data security at Data Storage and Security Tools (PDF) by McMaster Research Ethics Board, OpenAIRE, and UK Data Service.
", "type"=>"guidance", "versionable_id"=>"72f0d1a7-d993-48c2-8a94-7dfb20dd1cd7"}) -Question.create({"id"=>68124, "text"=>"If you will share sensitive data, what issues do you need to address? How will you address them?", "default_value"=>nil, "number"=>4, "section_id"=>22119, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"47394078-ffc7-4cb5-87da-dc1d26238682"}) -Annotation.create({"id"=>63874, "question_id"=>68124, "org_id"=>8, "text"=>"Removing direct and indirect identifiers from data is a common strategy to manage sensitive data. However, some strategies to remove identifiers in images, audio, and video also remove information of value to others (e.g., facial expressions, context, tone of voice). Consult your research ethics office to find out if solutions exist to retain such information. Read more on de-identifying data at UBC Library and UK Data Service.", "type"=>"example_answer", "versionable_id"=>"f4009153-a74a-41a0-8f7e-6e4513d86c5e"}) -Annotation.create({"id"=>63875, "question_id"=>68124, "org_id"=>8, "text"=>"Sensitive data can still be shared and reused if strategies are in place to protect against unauthorized disclosure and the problems that can rise from it. Obtain the consent of participants to share and reuse sensitive data beyond your project. Your consent form should state how sensitive data will be protected when shared, accessed, and reused. Strategies to reduce the risk of public disclosure are de-identifying data and implementing access restrictions on deposited data. Make sure to address types of sensitive data beyond personal identifiers of participants. Your strategies should align with requirements of your research ethics office, institution, and, if applicable, legal agreements for sharing data. Consult your research ethics office if you need help identifying problems and strategies.
", "type"=>"guidance", "versionable_id"=>"2fa619b7-41c0-4d14-b2de-4c95d3121444"}) -Template.create!({"id"=>3464, "title"=>"Portage Template for Mixed Methods (Surveys & Qualitative Research)", "description"=>"This mixed methods data management plan template was developed for use within the Portage DMP Assistant and is meant to assist researchers conducting mixed methods research (e.g., surveys and qualitative interviews/focus groups) in developing high quality data management plans to support their research. The template consists of a number of categories, questions, and customized guidance that relate directly to mixed methods research.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"publicly_visible", "customization_of"=>nil, "family_id"=>1388567390, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3439, "title"=>"Portage Template for Mixed Methods (Surveys & Qualitative Research)", "description"=>"This mixed methods data management plan template was developed for use within the Portage DMP Assistant and is meant to assist researchers conducting mixed methods research (e.g., surveys and qualitative interviews/focus groups) in developing high quality data management plans to support their research. The template consists of a number of categories, questions, and customized guidance that relate directly to mixed methods research.
", "number"=>1, "template_id"=>3464, "modifiable"=>true, "versionable_id"=>"1945d993-f3da-4a84-ad7f-ae2560946956"}) -Section.create({"id"=>22120, "title"=>"Research Data Management Policies", "description"=>nil, "number"=>1, "phase_id"=>3439, "modifiable"=>true, "versionable_id"=>"1ba88e26-2fb2-404b-ae31-bf9365303b26"}) -Question.create({"id"=>68125, "text"=>"Are there any research data management policies in place that outline requirements and/or best practice guidance regarding the management of your data? If so, provide details and, if helpful, URL links to these policies. ", "default_value"=>nil, "number"=>1, "section_id"=>22120, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"d7813b8c-de39-4081-bdb6-1c716019aaa2"}) -Annotation.create({"id"=>63876, "question_id"=>68125, "org_id"=>8, "text"=>"Examples of research data management policies that may be in place include those set forth by funders, post secondary institutions, legislation, and communities.Examples of these might include:
\r\nThere are many potential sources of existing data, including research data repositories, research registries, and government agencies.
\r\nExamples of these include:
\r\nYou may also wish to contact the Library at your institution for assistance in searching for any existing data that may be useful to your research.
", "type"=>"guidance", "versionable_id"=>"df281d4e-d26f-4387-8bf3-e7e0f5102804"}) -Question.create({"id"=>68128, "text"=>"It is important to identify and understand as early as possible the methods which you will employ in collecting your data to ensure that they will support your needs, including supporting the secure collection of sensitive data if applicable.
\r\nDescribe the method(s) that you will use to collect your data.
", "default_value"=>nil, "number"=>3, "section_id"=>22121, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"19698dfb-f98a-448a-a6ae-5d567f645954"}) -Annotation.create({"id"=>63879, "question_id"=>68128, "org_id"=>8, "text"=>"Include a description of any methods that you will use to collect data, including electronic platforms or paper based methods. For electronic methods be sure to include descriptions of any privacy policies as well as where and how data will be stored while within the platform.
For an example of a detailed mixed methods description, see this Portage DMP Exemplar in either English or French.
There are many electronic survey data collection platforms to choose from (e.g., Qualtrics, REDCap, Hosted in Canada Surveys). Understanding how and where your survey data will be collected and stored is an essential component of managing your data and ensuring that you are adhering to any security requirements imposed by funders or research ethics boards.
\r\nAdditionally, it is important to clearly understand any security and privacy policies that are in place for any given electronic platform that you will use for collecting your data - examples of such privacy policies include those provided by Qualtrics (survey) and Zoom (interviews).", "type"=>"guidance", "versionable_id"=>"24d57dcf-daa6-41df-9a97-ebe986a8384d"}) -Question.create({"id"=>68129, "text"=>"If interview and/or focus group audio recordings will be transcribed, describe how this will securely occur, including if it will be performed internally to the research team or externally (outsourced), and/or if any software and/or electronic platforms or services will be used for transcribing.", "default_value"=>nil, "number"=>4, "section_id"=>22121, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"2e2e88c4-9d2d-46b8-a6f1-e19e73b21c7f"}) -Annotation.create({"id"=>63880, "question_id"=>68129, "org_id"=>8, "text"=>"To support transcribing activities within your research project, it is recommended that you implement a transcribing protocol which clearly outlines such things as formatting instructions, a summary of contextual metadata to include, participant and interviewer anonymization, and file naming conventions.
\r\nWhen outsourcing transcribing services, and especially when collecting sensitive data, it is important to have a confidentiality agreement in place with transcribers, including a protocol for their deleting any copies of data once it has been transcribed, transferred, and approved. Additionally, you will need to ensure that methods for transferring and storing data align with any applicable funder or institutional requirements.
", "type"=>"guidance", "versionable_id"=>"03868e74-8529-4e23-b989-06339bec0238"}) -Question.create({"id"=>68130, "text"=>"Describe how your data will be securely transferred, including from data collection devices/platforms and, if applicable, to/from transcriptionists.", "default_value"=>nil, "number"=>5, "section_id"=>22121, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"35b72d9a-ed47-421b-a0f7-876e6e7d596c"}) -Annotation.create({"id"=>63881, "question_id"=>68130, "org_id"=>8, "text"=>"Transferring of data is a critical stage of the data collection process, and especially so when managing sensitive information. Data transfers may occur:
\r\nIt is best practice to identify data transfer methods that you will use before your research begins.
\r\nSome risks associated with the transferring of data include loss of data, unintended copies of data files, and data being provided to unintended recipients. You should avoid transferring data using unsecured methods, such as email. Typical approved methods for transferring data include secure File Transfer Protocol (SFTP), secure extranets, or other methods approved by your institution.
\r\nTalk to your local IT support to identify secure data transferring methods available to you.
", "type"=>"guidance", "versionable_id"=>"16853699-6a73-491a-9166-e0a6f0aa2b8d"}) -Question.create({"id"=>68131, "text"=>"Describe all of the file formats that your data will exist in, including for the various versions of both survey and qualitative interview/focus group data. Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>6, "section_id"=>22121, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"179d529c-2e26-447c-9dc2-afc8f047b6d2"}) -Annotation.create({"id"=>63882, "question_id"=>68131, "org_id"=>8, "text"=>"Ensuring that your data files exist in non-proprietary formats helps to ensure that they are able to be easily accessed and reused by others in the future.
\r\nExamples of non-proprietary file formats include:
\r\nSurveys: CSV; HTML; Unicode Transformation Formats
\r\nQualitative interviews:
\r\nFor more information and resources pertaining to file formats you may wish to visit:
\r\nInclude a description of the survey codebook(s) (data dictionary), as well as how it will be developed and generated. You should also include a description of the interview data that will be collected, including any important contextual information and metadata associated with file formats.
\r\nYour documentation may include study-level information about:
\r\nA complete description of the data files may include:
\r\nHigh quality documentation and metadata help to ensure accuracy, consistency, and completeness of your data. It is considered best practice to develop and implement protocols that clearly communicate processes for capturing important information throughout your research project. Example topics that these protocols might cover include file naming conventions, file versioning, folder structure, and both descriptive and structural metadata.
\r\nResearchers and research staff should ideally have the opportunity to contribute to the content of metadata protocols, and it is additionally useful to consult regularly with members of the research team to capture any potential changes in data collection/processing that need to be reflected in the documentation.", "type"=>"guidance", "versionable_id"=>"04a6d14c-6b94-4411-a056-79b0f3e48df1"}) -Question.create({"id"=>68135, "text"=>"Describe any metadata standard(s) and/or tools that you will use to support the describing and documenting of your data. ", "default_value"=>nil, "number"=>4, "section_id"=>22122, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"90abab15-6c40-461e-836c-f2ec3c4ee70d"}) -Annotation.create({"id"=>63886, "question_id"=>68135, "org_id"=>8, "text"=>"Metadata are descriptions of the contents and context of data files. Using a metadata standard (a set of required fields to fill out) helps to ensure that your documentation is consistent, structured, and machine-readable, which is essential for depositing data in repositories and making it easily discoverable by search engines.
\r\nThere are both general and discipline-specific metadata standards and tools for research data.
\r\nOne of the most widely used metadata standards for surveys is DDI (Data Documentation Initiative), a free standard that can document and manage different stages in the research data lifecycle including data collection, processing, distribution, discovery and archiving.
\r\nFor assistance with choosing a metadata standard, support may be available at your institution’s Library or contact dmp-support@carl-abrc.ca. ", "type"=>"guidance", "versionable_id"=>"16b8495f-fa11-4bbf-9d37-97ca0927c19f"}) -Section.create({"id"=>22123, "title"=>"Storage, Access, and Backup", "description"=>nil, "number"=>4, "phase_id"=>3439, "modifiable"=>true, "versionable_id"=>"ea7414ef-f59f-4451-9c4e-764e2a71c011"}) -Question.create({"id"=>68136, "text"=>"Describe where, how, and for how long data will be securely stored during the active phases of the research project. If any data are to be collected through the use of electronic platforms, account for their usage within your data storage description. Include a description of any policies and procedures that will be in place to ensure that data are regularly backed-up.", "default_value"=>nil, "number"=>1, "section_id"=>22123, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"41eb366d-7823-4c6e-bb2b-06e42d241177"}) -Annotation.create({"id"=>63887, "question_id"=>68136, "org_id"=>8, "text"=>"Data storage is a critical component of managing your research data, and secure methods should always be used, especially when managing sensitive data. Storing data on USB sticks, laptops, computers, and/or external hard drives without a regular backup procedure in place is not considered to be best practice due to their being a risk both for data breaches (e.g., loss, theft) as well as corruption and hardware failure. Likewise, having only one copy, or multiple copies of data stored in the same physical location does little to mitigate risk.
\r\nMany universities offer networked file storage which is automatically backed up. Contact your local (e.g., faculty or organization) and/or central IT services to find out what secure data storage services and resources they are able to offer to support your research project.
\r\nAdditionally, you may wish to consider investigating Compute Canada’s Rapid Access Service which provides Principal Investigators at Canadian post-secondary institutions with a modest amount of storage and cloud resources at no cost.", "type"=>"guidance", "versionable_id"=>"80f84426-053e-4eaa-a487-6c14df9cffd3"}) -Question.create({"id"=>68137, "text"=>"Describe how members of the research team will securely access and work with data during the active phases of the research project. ", "default_value"=>nil, "number"=>2, "section_id"=>22123, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"c99fcc78-5f83-4a35-8e71-559a830ca258"}) -Annotation.create({"id"=>63888, "question_id"=>68137, "org_id"=>8, "text"=>"It is important to determine at the early stages of your research project how members of the research team will appropriately access and work with data. If researchers will be working with data using their local computers (work or personal) then it is important to ensure that data are securely transferred (see previous question on data transferring), computers may need to be encrypted, and that all processes meet any requirements imposed by funders, institutions, and research ethics offices.
\r\nWhen possible, it can be very advantageous to use a cloud-based environment so that researchers can remotely access and work with data, reducing the need for data transferring and associated risks, as well as unnecessary copies of data existing.
\r\nOne such cloud environment that is freely available to Canadian researchers is Compute Canada’s Rapid Access Service. ", "type"=>"guidance", "versionable_id"=>"e0a62b2e-a967-4949-a1ab-8cdb114fd8b6"}) -Question.create({"id"=>68138, "text"=>"Describe how much storage space you will require during the active phases of the research project, being sure to take into account file versioning and data growth.", "default_value"=>nil, "number"=>3, "section_id"=>22123, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"5bac0951-f3e7-4382-9940-85fca7ec0451"}) -Annotation.create({"id"=>63889, "question_id"=>68138, "org_id"=>8, "text"=>"Think about all of the data that will be generated, including their various versions, and estimate how much space (e.g., megabytes, gigabytes, terabytes) will be required to store them.
\r\nThe type of data you collect, along with the length of time that you require active storage, will impact the resources that you require. Textual and tabular data files are usually very small (a few megabytes) unless you have a lot of data. Video files are usually very large (hundreds of megabytes up to several gigabytes). If you have a large amount of data (gigabytes or terabytes), it will be more challenging to share and transfer it. You may need to consider networked storage options or more sophisticated backup methods.
\r\nYou may wish to contact your local IT services to discuss what data storage options are available to you, or consider the use of Compute Canada’s Rapid Access Service. ", "type"=>"guidance", "versionable_id"=>"a9286834-e40f-42fc-82bd-fae318e769ec"}) -Section.create({"id"=>22124, "title"=>"Preservation", "description"=>nil, "number"=>5, "phase_id"=>3439, "modifiable"=>true, "versionable_id"=>"1179dbd6-85c4-446c-b98f-cc3ff59218df"}) -Question.create({"id"=>68139, "text"=>"Describe how you will ensure that your data is preservation ready, including the file format(s) that they will be preserved in and. Explain how you will prevent data from being lost while processing and converting files.", "default_value"=>nil, "number"=>1, "section_id"=>22124, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"77778f54-3fd8-4c3c-b760-d076df1e8572"}) -Annotation.create({"id"=>63890, "question_id"=>68139, "org_id"=>8, "text"=>"Proprietary data formats are not optimal for long-term preservation of data as they typically require specialized licensed software to open them. Such software may have costs associated with its use, or may not even be available to others wanting to re-use your data in the future.
\r\nNon-proprietary file formats, such as comma-separated values (.csv), text (.txt) and free lossless audio codec (.flac), are considered preservation-friendly. The UK Data Archive provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify the steps required to ensure the data you are choosing to preserve is error-free, and converted to recommended formats with a minimal risk of data loss following project completion. Some strategies to remove identifiers in images, audio, and video (e.g. blurring faces, changing voices) also remove information of value to other researchers.
\r\nSee this Portage DMP Exemplar in English or French for more help describing preservation-readiness.
", "type"=>"guidance", "versionable_id"=>"9115aaf5-c4df-4a57-b015-f42279613b11"}) -Question.create({"id"=>68140, "text"=>"Describe where you will preserve your data for long-term preservation, including any research data repositories that you may be considering to use. If there are any costs associated with the preservation of your data, include those details.", "default_value"=>nil, "number"=>2, "section_id"=>22124, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"19931f19-0a34-4b0a-ab2e-2099f73dde39"}) -Annotation.create({"id"=>63891, "question_id"=>68140, "org_id"=>8, "text"=>"A research data repository is a technology-based platform that allows for research data to be:
\r\nThere are different types of repositories including:
\r\nA key feature of a trusted research data repository is the assignment of a digital object identifier (DOI) to your data - a unique persistent identifier assigned by a registration agency to identify digital content and provide a persistent link to its location, enabling for long-term discovery.
\r\nDataverse is one of the most popular research data repository platforms in Canada for supporting the deposition of survey data and qualitative text files. Key features of Dataverse include the assignment of a DOI, the ability to make your data both open or restricted access, built in data citations, file versioning, and the ability to create customized terms of use pertaining to your data. Contact your local university Library to find out if there is a Dataverse instance available for you to use.
\r\nRe3data.org is an online registry of data repositories, which can be searched according to subject, content type and country. Find a list of Canadian research data repositories.", "type"=>"guidance", "versionable_id"=>"a7ccc151-2cc1-41f8-ab9f-5a50de976016"}) -Section.create({"id"=>22125, "title"=>"Sharing and Reuse", "description"=>nil, "number"=>6, "phase_id"=>3439, "modifiable"=>true, "versionable_id"=>"b96d6436-88b5-4712-acbc-46aea71d2b11"}) -Question.create({"id"=>68141, "text"=>"Describe what data you will be sharing, including which version(s) (e.g., raw, processed, analyzed) and in what format(s). ", "default_value"=>nil, "number"=>1, "section_id"=>22125, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"ac7aa17d-2879-4476-a005-49c731b79a3a"}) -Annotation.create({"id"=>63892, "question_id"=>68141, "org_id"=>8, "text"=>"Consider which data you are planning to share or that you may need to share in order to meet funding or institutional requirements. As well, think about which data may possibly be restricted for reasons relating to confidentiality and/or privacy. If you are planning to share either/both survey and qualitative interviews data that require de-identification, explain how any necessary direct and indirect identifiers will be removed.
\r\nExamples of file versions are:
\r\nRemember, research involving human participants typically requires participant consent to allow for the sharing of data. Along with your data, you should ideally include samples of the study information letter and participant consent form, as well as information relating to your approved institutional ethics application.
", "type"=>"guidance", "versionable_id"=>"26e2108a-9ddb-4a74-899f-49e78a57f9a0"}) -Question.create({"id"=>68142, "text"=>"Describe whether there will be any restrictions placed on your data when they are made available and who may access them. If data are not openly available, describe the process for gaining access.", "default_value"=>nil, "number"=>2, "section_id"=>22125, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"00f34952-f8ca-4118-a28b-7c39f537e422"}) -Annotation.create({"id"=>63893, "question_id"=>68142, "org_id"=>8, "text"=>"It may be necessary or desirable to restrict access to your data for a limited time or to a limited number of people, for:
\r\nStrategies to mitigate these issues may include:
\r\nIf applicable, consider creating a Terms of Use document to accompany your data.
", "type"=>"guidance", "versionable_id"=>"31708182-4210-4727-8542-3ec0637e1de0"}) -Question.create({"id"=>68143, "text"=>"What type of end-user license will you include with your data? ", "default_value"=>nil, "number"=>3, "section_id"=>22125, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"217cb252-6a2e-46af-b806-9828d6832667"}) -Annotation.create({"id"=>63894, "question_id"=>68143, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, it is considered as best practice to include a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
\r\nThere are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
\r\nRead more about data licensing: UK Digital Curation Centre.", "type"=>"guidance", "versionable_id"=>"fc85f4b9-edea-41b1-afca-a0bd6efc83c1"}) -Section.create({"id"=>22126, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>7, "phase_id"=>3439, "modifiable"=>true, "versionable_id"=>"a067b6f5-d528-4f7d-ada4-34588781bf6a"}) -Question.create({"id"=>68144, "text"=>"Who will be responsible for data management during the project (i.e., during collection, processing, analysis, documentation)? Identify staff and organizational roles and their responsibilities for carrying out the data management plan (DMP), including time allocations and training requirements.", "default_value"=>nil, "number"=>1, "section_id"=>22126, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"0ab8dd8c-ea45-4ff0-9fac-e08ebb00df96"}) -Annotation.create({"id"=>63895, "question_id"=>68144, "org_id"=>8, "text"=>"Research data management is a shared responsibility that can involve many research team members including the Principal Investigator, co-investigators, collaborators, trainees, and research staff. Some projects warrant having a dedicated research data manager position. Think about your project and its needs, including the time and expertise that may be required to manage the data and if any training will be required to prepare members of the research team for these duties.
\r\nLarger and more complex research projects may additionally wish to have a research data management committee in place which can be responsible for data governance, including the development of policies and procedures relating to research data management. This is a useful way to tap into the collective expertise of the research team, and to establish robust policies and protocols that will serve to guide data management throughout your project.
", "type"=>"guidance", "versionable_id"=>"6bc7f573-1078-4691-aa91-46ed96d7dadd"}) -Question.create({"id"=>68145, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>22126, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"7d9c66a3-4c8d-4f40-a49f-e9fa6046b306"}) -Annotation.create({"id"=>63896, "question_id"=>68145, "org_id"=>8, "text"=>"It is important to think ahead and be prepared for potential PI and/or research team members changes should they occur. Developing data governance policies that clearly indicate a succession strategy for the project’s data will help greatly in ensuring that the data continue to be effectively and appropriately managed. Such policies should clearly describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility. ", "type"=>"guidance", "versionable_id"=>"89f6bbf1-132f-4714-8d2c-ee8389ae059a"}) -Question.create({"id"=>68146, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>22126, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"b7a61fd1-69e9-4eb1-acc8-931bce6ebc22"}) -Annotation.create({"id"=>63897, "question_id"=>68146, "org_id"=>8, "text"=>"Estimate as early as possible the resources and costs associated with the management of your project’s data. This estimate should incorporate costs incurred both during the active phases of the project as well as those potentially required for support of the data once the project is finished, including preparing the data for deposit and long-term preservation.
\r\nMany funding agencies will provide support for research data management, so these estimates may be included within your proposed project budget. Items that may be pertinent to mixed methods research include such things as a dedicated research data management position (even if it is part-time), support for the use of a digital survey data collection platform, computers/laptops, digital voice recorders, specialized software, transcription of qualitative interviews, data storage, data deposition, and data preservation.
", "type"=>"guidance", "versionable_id"=>"34cde2f8-eb55-4b26-919d-11f6555f245f"}) -Section.create({"id"=>22127, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>8, "phase_id"=>3439, "modifiable"=>true, "versionable_id"=>"e37d254e-227c-4f42-ae95-32bcae7522c7"}) -Question.create({"id"=>68147, "text"=>"If applicable, what strategies will you undertake to address secondary uses of data, and especially those which are sensitive in nature?", "default_value"=>nil, "number"=>1, "section_id"=>22127, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"6f198c9f-c105-4fc2-ad3a-56321b3c24ae"}) -Annotation.create({"id"=>63898, "question_id"=>68147, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers, as well as what version(s) of the data may be shared and re-used. For example, it may stipulate that the data will only be shared for non-profit research purposes, that the data will not be linked with personally identified data from other sources, and that only de-identified and/or aggregated data may be reused. In the case of qualitative interviews, this may include only the de-identified transcriptions of interviews and/or analytic files containing de-identified contextual information.
\r\nSensitive data in particular should always receive special attention and be clearly identified and documented within your DMP as to how they will be managed throughout your project including data collection, transferring, storage, access, and both potential sharing, and reuse.
\r\nYour data management plan and deposited data should both include an identifier or link to your approved research ethics application form as well as an example of any participant consent forms.
", "type"=>"guidance", "versionable_id"=>"8d4d38a5-18a5-47a0-8f45-3b03d95a2bb8"}) -Question.create({"id"=>68148, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>2, "section_id"=>22127, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"f75005bd-d41b-4b04-9e5e-24528d91acb3"}) -Annotation.create({"id"=>63899, "question_id"=>68148, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer, research services office, and/or research ethics office.
\r\nInclude here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"0ad12d56-0eb3-465a-b9c2-dc59edc6191c"}) -Template.create!({"id"=>3465, "title"=>"Portage Template for Advanced Research Computing", "description"=>"ARC provides researchers with digital technology, infrastructure and expertise to help them solve research problems that are either too large or too complex to undertake by other means. It includes access to both computational and storage resources, such as multi-core and many-core high performance computing (HPC or supercomputers) systems, distributed high-throughput computing (HTC) environments, large-scale data analysis frameworks (e.g., Hadoop, Spark), visualization and data analysis systems, large-memory systems, data storage, and cloud systems. This template is intended for researchers whose research cannot be conducted on a traditional computer but has to rely on one or more of the advanced research computing resources mentioned above. ARC-based research occurs in a wide range of fields including genomics, molecular dynamics, bioinformatics, neuroscience, biochemistry, quantum chemistry, structural mechanics, astrophysics, energy economics, climate change, machine learning, artificial intelligence, and the humanities.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"publicly_visible", "customization_of"=>nil, "family_id"=>272694087, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3440, "title"=>"Phase 1: Data Preparation", "description"=>nil, "number"=>1, "template_id"=>3465, "modifiable"=>true, "versionable_id"=>"05d7f955-8c04-4752-9fae-2293a77b7c88"}) -Section.create({"id"=>22128, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3440, "modifiable"=>true, "versionable_id"=>"7594e254-89ad-4979-9dbd-bf7ec5518071"}) -Question.create({"id"=>68149, "text"=>"What types of data, metadata, and scripts will you collect, create, link to, acquire, record, or generate through the proposed research project?", "default_value"=>nil, "number"=>1, "section_id"=>22128, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"7f924875-2ec4-446f-ae09-fb22e84fe6ec"}) -Annotation.create({"id"=>63900, "question_id"=>68149, "org_id"=>8, "text"=>"Examples of data types may include text, numeric (ASCII, binary), images, audio, video, tabular data, spatial data, experimental, observational, and simulation/modelling data, instrumentation data, codes, software and algorithms, and any other materials that may be produced in the course of the project.", "type"=>"guidance", "versionable_id"=>"f45abfc0-3ed4-4e31-a50c-b34471711131"}) -Section.create({"id"=>22129, "title"=>"Data Organization", "description"=>nil, "number"=>2, "phase_id"=>3440, "modifiable"=>true, "versionable_id"=>"56b7719e-3212-453b-a239-f93d4f87f719"}) -Question.create({"id"=>68150, "text"=>"In what file formats will your data be collected and generated? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>1, "section_id"=>22129, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"0b6a1acd-9b59-4be9-bd67-21ef3ed75b20"}) -Annotation.create({"id"=>63901, "question_id"=>68150, "org_id"=>8, "text"=>"Proprietary file formats that require specialized software or hardware are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible. Read more about recommended file formats at UBC Library or UK Data Service.", "type"=>"guidance", "versionable_id"=>"8a82b957-87bd-4578-a455-c21ca626c034"}) -Question.create({"id"=>68151, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>2, "section_id"=>22129, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"0f7a0bbf-837e-4928-8a0f-0ac53046f702"}) -Annotation.create({"id"=>63902, "question_id"=>68151, "org_id"=>8, "text"=>"It is important to keep track of different copies and versions of files, files held in different formats or locations, and any information cross-referenced between files.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and will minimize confusion regarding copies on different computers, on different media, in different formats, and/or in different locations. Read more about file naming and version control at UBC Library or UK Data Service.", "type"=>"guidance", "versionable_id"=>"07440541-24d0-44fb-8290-6a1463f090bc"}) -Phase.create({"id"=>3441, "title"=>"Phase 2: Active Research (Data) Management", "description"=>nil, "number"=>2, "template_id"=>3465, "modifiable"=>true, "versionable_id"=>"4b54c857-03ae-486b-884b-1c90a2b4e4bc"}) -Section.create({"id"=>22130, "title"=>"Documentation and Metadata", "description"=>nil, "number"=>1, "phase_id"=>3441, "modifiable"=>true, "versionable_id"=>"908fa18f-c99e-4fac-b256-06cfa0f2affe"}) -Question.create({"id"=>68152, "text"=>"What information will be needed for the data to be read and interpreted correctly?", "default_value"=>nil, "number"=>1, "section_id"=>22130, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"c5e1f309-2af4-4d6e-8fb1-3391580cc6cc"}) -Annotation.create({"id"=>63903, "question_id"=>68152, "org_id"=>8, "text"=>"Some types of documentation typically provided for research data and software include:
\r\nThere are many general and domain-specific metadata standards that can be used to manage research data. These machine-readable, openly-accessible standards are often based on language-independent data formats such as XML, RDF, and JSON, which enables the effective exchange of information between users and systems. Existing, accepted community standards should be used wherever possible, including when recording intermediate results.
\r\nWhere community standards are absent or inadequate, this should be documented along with any proposed solutions or remedies. You may wish to use this DMP Template to propose alternate strategies that will facilitate metadata interoperability in your field.
", "type"=>"guidance", "versionable_id"=>"c78b846a-d81f-46cf-af87-3904970db920"}) -Annotation.create({"id"=>63906, "question_id"=>68153, "org_id"=>8, "text"=>"There are a wide variety of metadata standards available to choose from, and you can learn more about these options at UK Digital Curation Centre's Disciplinary Metadata, FAIRsharing standards, RDA Metadata Standards Directory, Seeing Standards: A Visualization of the Metadata Universe.
", "type"=>"example_answer", "versionable_id"=>"536f9938-a2ba-46ef-bfb8-89bff810fc19"}) -Question.create({"id"=>68154, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>3, "section_id"=>22130, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"26ec06e9-b953-4c25-a70e-b5c52acb9b31"}) -Annotation.create({"id"=>63907, "question_id"=>68154, "org_id"=>8, "text"=>"Consider how you will capture information during the project and where it will be recorded to ensure the accuracy, consistency, and completeness of your documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection or processing that need to be reflected in the documentation. Individual roles and workflows should include gathering, creating or maintaining data documentation as a key element.", "type"=>"guidance", "versionable_id"=>"0fbb9f62-e31f-4e66-b12d-230ccbdb250a"}) -Section.create({"id"=>22131, "title"=>"Advanced Research Computing (ARC)-Related Facilities and Other Resources", "description"=>nil, "number"=>2, "phase_id"=>3441, "modifiable"=>true, "versionable_id"=>"0c468ef8-3821-4f67-9342-13cc0cd70009"}) -Question.create({"id"=>68155, "text"=>"Please identify the facilities to be used (laboratory, computer, office, clinical and other) and/or list the organizational resources available to perform the proposed research. If appropriate, indicate the capacity, pertinent capabilities, relative proximity and extent of availability of the resources to the research project.", "default_value"=>nil, "number"=>1, "section_id"=>22131, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"258a0679-f9b8-445a-9c18-d4d6887e5b03"}) -Annotation.create({"id"=>63908, "question_id"=>68155, "org_id"=>8, "text"=>"ARC resources usually contain both computational resources and data storage resources. Please describe only those ARC resources that are directly applicable to the proposed work. Include existing resources and any external resources that may be made available.", "type"=>"guidance", "versionable_id"=>"bdd3982c-08b8-4828-a627-27409724ba55"}) -Question.create({"id"=>68156, "text"=>"What will be the primary production computing platform(s) (e.g., compute clusters, virtual clusters)?", "default_value"=>nil, "number"=>2, "section_id"=>22131, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"971c8c4f-e2bb-4eda-bc38-70c7f5240d79"}) -Question.create({"id"=>68157, "text"=>"What are the technical details of each of the computational resources?", "default_value"=>nil, "number"=>3, "section_id"=>22131, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"5e95cec3-07a1-4785-a061-514729e09faf"}) -Annotation.create({"id"=>63909, "question_id"=>68157, "org_id"=>8, "text"=>"You may wish to provide the following information:
\r\nExamples of data analysis frameworks include:
\r\nExamples of software tools include:
\r\n(Re)using code/software requires, at minimum, information about both the environment and expected input/output. Log all parameter values, including when setting random seeds to predetermined values, and make note of the requirements of the computational environment (software dependencies, etc.) Track your software development with versioning control systems, such as GitHub Bitbucket, GitLab, etc.
\r\nIf your research and/or software are built upon others’ software code, it is good practice to acknowledge and cite the software you use in the same fashion as you cite papers to both identify the software and to give credit to its developers.
\r\nFor more information on proper software documentation and citation practices, see: Ten simple rules for documenting scientific software and Software Citation Principles.", "type"=>"guidance", "versionable_id"=>"00306a03-462d-48f9-b20c-dd659475cbbd"}) -Question.create({"id"=>68161, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>7, "section_id"=>22131, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"a31e6028-e95d-4c23-8081-785d2d729fab"}) -Annotation.create({"id"=>63914, "question_id"=>68161, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time, particularly if you are collecting data over a long period (e.g. several months or years). Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>"67c3d47e-4e02-431f-9ebf-8ba2898aa952"}) -Question.create({"id"=>68162, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>8, "section_id"=>22131, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"446e5b3c-3d06-4785-90b0-ee59e68ca041"}) -Annotation.create({"id"=>63915, "question_id"=>68162, "org_id"=>8, "text"=>"Data may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nThe risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule: Have at least three copies of your data; store the copies on two different media; keep one backup copy offsite.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.", "type"=>"guidance", "versionable_id"=>"1424af2a-e765-40d2-a24d-0b315b9b7bf5"}) -Question.create({"id"=>68163, "text"=>"What are the technical details of each of the storage and file systems you will use during the active management of the research project?", "default_value"=>nil, "number"=>9, "section_id"=>22131, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"179bd35d-dc94-4d96-835e-c687068094e6"}) -Annotation.create({"id"=>63916, "question_id"=>68163, "org_id"=>8, "text"=>"Technical detail example:
\r\nExamples of systems:
\r\nAn ideal solution is one that facilitates cooperation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution.
\r\nThird-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and the servers are often located outside Canada.
", "type"=>"guidance", "versionable_id"=>"4ae0c0f8-5ca3-466d-b6b1-da69fc39686c"}) -Question.create({"id"=>68165, "text"=>"What do you estimate the overall cost of managing your data will be?", "default_value"=>nil, "number"=>11, "section_id"=>22131, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"7d206efc-64af-4d1d-9964-e066f9645370"}) -Annotation.create({"id"=>63918, "question_id"=>68165, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for ongoing support after the project is finished. Consider costs associated with data purchase, data curation, and providing long-term access to the data. For ARC projects, charges for computing time, also called Service Units (SU), and the cost of specialized or proprietary software should also be taken into consideration.
\r\nSome funding agencies state explicitly that they will provide support to meet the cost of preparing data for deposit in a repository. These costs could include: technical aspects of data management, training requirements, file storage & backup, etc. OpenAIRE has a useful tool for Estimating costs for RDM.", "type"=>"guidance", "versionable_id"=>"8e50335a-e225-4768-9dac-eaff431ef4f7"}) -Question.create({"id"=>68166, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>12, "section_id"=>22131, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"bed1096a-72d7-491c-8808-4f8fae1caa5b"}) -Annotation.create({"id"=>63919, "question_id"=>68166, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the time frame associated with these staff responsibilities and any training needed to prepare staff for these duties.", "type"=>"guidance", "versionable_id"=>"628f3f90-92bf-4c43-b183-2a5903f35c80"}) -Section.create({"id"=>22132, "title"=>"Ensure Portability and Reproducibility of Results", "description"=>nil, "number"=>3, "phase_id"=>3441, "modifiable"=>true, "versionable_id"=>"ecf6fe55-7816-429f-8e05-e27f6a20424f"}) -Question.create({"id"=>68167, "text"=>"What will you do to ensure portability and reproducibility of your results?", "default_value"=>nil, "number"=>1, "section_id"=>22132, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"99de61ca-315e-4bd4-818c-a1bd3beaabb4"}) -Annotation.create({"id"=>63920, "question_id"=>68167, "org_id"=>8, "text"=>"Container solutions, such as docker and singularity, can replicate the exact computational environment for others to run. For more information, these Ten Simple Rules for Writing Dockerfiles for Reproducible Data Science and Ten Simple Rules for Reproducible Computational Research may be helpful.", "type"=>"example_answer", "versionable_id"=>"df82b46f-c99b-46c3-a6cb-7ee03fce97dc"}) -Annotation.create({"id"=>63921, "question_id"=>68167, "org_id"=>8, "text"=>"A computationally reproducible research package will include:
\r\nAll information above should be accessible to both designated users and reusers.
\r\n(Re)using code/software requires knowledge of two main aspects at minimum: environment and expected input/output. With sufficient information provided, computational results can be reproduced. Sometimes, a minimum working example will be helpful.
", "type"=>"guidance", "versionable_id"=>"595d0a2c-1922-4d27-ae9d-b20bcb2954de"}) -Phase.create({"id"=>3442, "title"=>"Phase 3: Data Protection", "description"=>nil, "number"=>3, "template_id"=>3465, "modifiable"=>true, "versionable_id"=>"3c4e5a7f-a13a-44e4-986d-0e61f4748e07"}) -Section.create({"id"=>22133, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>1, "phase_id"=>3442, "modifiable"=>true, "versionable_id"=>"c58f9a84-9387-4afb-9980-51a22e0235f9"}) -Question.create({"id"=>68168, "text"=>"Will your proposed research include any sensitive, private, confidential, or other legally protected information or data?", "default_value"=>nil, "number"=>1, "section_id"=>22133, "question_format_id"=>3, "option_comment_display"=>false, "modifiable"=>nil, "versionable_id"=>"1e1ec8b9-b18b-4809-bc59-6d9f00fbe1ec"}) -QuestionOption.create({"id"=>190, "question_id"=>68168, "text"=>"Yes", "number"=>1, "is_default"=>false, "versionable_id"=>"5fa14213-7db4-469f-981f-1ca4bdfe11da"}) -QuestionOption.create({"id"=>191, "question_id"=>68168, "text"=>"No", "number"=>2, "is_default"=>false, "versionable_id"=>"8fc9f291-991b-4dcd-8403-27e727cbb773"}) -Question.create({"id"=>68169, "text"=>"If your project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>2, "section_id"=>22133, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"4ebc2365-0bc7-4adc-a3d7-b9f335bdc52f"}) -Annotation.create({"id"=>63922, "question_id"=>68169, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. Decisions should align with your institutional Research Ethics Board requirements.Obtaining the appropriate consent from research participants is an important step in assuring your Research Ethics Board that data may be shared with researchers outside of your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources. Read more about data security: UK Data Service.
\r\nYou may need to anonymize or de-identify your data before you can share it. Read more about these processes at UBC Library , UK Data Service, or Image Data Sharing for Biomedical Research—Meeting HIPAA Requirements for De-identification.", "type"=>"guidance", "versionable_id"=>"021e83c5-1b37-4916-88ce-b86803fed149"}) -Question.create({"id"=>68171, "text"=>"Under what licence do you plan to release your data?", "default_value"=>nil, "number"=>4, "section_id"=>22133, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"7950d965-f90c-40e5-84f8-b453a49918d1"}) -Annotation.create({"id"=>63924, "question_id"=>68171, "org_id"=>8, "text"=>"There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. For most datasets it is easier to use a standard license rather than to devise a custom-made one. Even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0. More about data licensing: Digital Curation Centre. ", "type"=>"example_answer", "versionable_id"=>"e1d81c56-4673-45b3-acbc-4c9edce69960"}) -Annotation.create({"id"=>63925, "question_id"=>68171, "org_id"=>8, "text"=>"Licenses stipulate how your data may be used. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the selection of a license. Once selected, please include a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights. ", "type"=>"guidance", "versionable_id"=>"eb193e3c-79ad-4b11-ac94-7015949ea145"}) -Question.create({"id"=>68172, "text"=>"Under what licence do you plan to release your software?", "default_value"=>nil, "number"=>5, "section_id"=>22133, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"816bd2c3-5c56-49dc-837b-012398fcaf14"}) -Annotation.create({"id"=>63926, "question_id"=>68172, "org_id"=>8, "text"=>"By providing a licence for your software, you grant others certain freedoms, and define what they are allowed to do with your code. Free and open software licences typically allow someone else to use, study, improve and share your code. You can licence all the software you write, including scripts and macros you develop on proprietary platforms. For more information, see Choose an Open Source License or open source licenses options at the Open Source Initiative.
\r\nPlease be aware that software is typically protected by copyright that is often held by the institution rather than the developer. Ensure you understand what rights you have to share your software before choosing a license.
", "type"=>"guidance", "versionable_id"=>"35ac909f-7bf6-493b-b0c6-b0b7381d6287"}) -Question.create({"id"=>68173, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>6, "section_id"=>22133, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"2f45e06f-6ba9-4a4f-9505-f67d714d78cd"}) -Annotation.create({"id"=>63927, "question_id"=>68173, "org_id"=>8, "text"=>"Before you copy, (re-)use, modify, build on, or (re-)distribute others’ data and code, or engage in the production of derivatives, be sure to check, read, understand and follow any legal licensing agreements. The actions you can take, including whether you can publish or redistribute derivative research products, may depend on terms of the original license.
\r\nIf your research data and/or software are built upon others’ data and software publications, it is good practice to acknowledge and cite the corresponding data and software you use in the same fashion as you cite papers to both identify the software and to give credit to its developers. Some good resources for developing citations are the Software Citation Principles (Smith et al., 2016), DataCite - Cite Your Data, and Out of Cite, Out of Mind: The Current State of Practice, Policy, and Technology for the Citation of Data.
\r\nCompliance with privacy legislation and laws that may restrict the sharing of some data should be discussed with your institution's privacy officer or data librarian, if possible. Research Ethics Boards are also central to the research process and a valuable resource. Include in your documentation a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"63c917bb-345b-4351-b1e2-4d5b6cc6537e"}) -Phase.create({"id"=>3443, "title"=>"Phase 4: Sharing and Preserving", "description"=>nil, "number"=>4, "template_id"=>3465, "modifiable"=>true, "versionable_id"=>"d1fd3a69-036b-4779-a768-3b05bc27ff1a"}) -Section.create({"id"=>22134, "title"=>"Sharing and Preserving", "description"=>nil, "number"=>1, "phase_id"=>3443, "modifiable"=>true, "versionable_id"=>"a6f30a46-350b-4e96-a9c4-9c56695eac63"}) -Question.create({"id"=>68174, "text"=>"What will be the potential impact of the data within the immediate field and in other fields, and any broader societal impact?", "default_value"=>nil, "number"=>1, "section_id"=>22134, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"1e289bf3-8ae3-408f-9be8-27067023ca97"}) -Question.create({"id"=>68175, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>2, "section_id"=>22134, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"0403467f-a901-48c1-b986-ccba223a81de"}) -Annotation.create({"id"=>63928, "question_id"=>68175, "org_id"=>8, "text"=>"One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications. The Digital Curation Centre provides a detailed guide on data citation. You may also wish to consult the DataCite citation recommendations.
\r\nSome repositories also create links from datasets to their associated papers, increasing the visibility of the publications. If possible, cross-reference or link out to all publications, code and data. Choose a repository that will assign a persistent identifier (such as a DOI) to your dataset to ensure stable access to the dataset.
\r\nOther sharing possibilities include: data registries, indexes, word-of-mouth, and publications. For more information, see Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support.", "type"=>"guidance", "versionable_id"=>"db67d63e-3a0f-4be1-a9b9-3f76fe270c46"}) -Question.create({"id"=>68176, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>3, "section_id"=>22134, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"aefe230d-4890-4795-9ba7-3c90480b3f3e"}) -Annotation.create({"id"=>63929, "question_id"=>68176, "org_id"=>8, "text"=>"Consider which data are necessary to validate (support or verify) your research findings, and which must be shared to meet institutional or funding requirements. This may include data and code used in analyses or to create charts, figures, images, etc. Certain data may need to be restricted because of confidentiality, privacy, or intellectual property considerations and should be described below.
\r\nWherever possible, share your data in preservation-friendly file formats. Some data formats are optimal for the long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented. ", "type"=>"guidance", "versionable_id"=>"130e6367-1660-461d-897a-55ace3cb40be"}) -Question.create({"id"=>68177, "text"=>"Where will you deposit your data and software for preservation and access at the end of your research project?", "default_value"=>nil, "number"=>4, "section_id"=>22134, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"03088318-15b9-4960-ab46-26c8e6c10ed4"}) -Annotation.create({"id"=>63930, "question_id"=>68177, "org_id"=>8, "text"=>"Data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
\r\nIt is important to verify whether or not the data repository you have selected will support the terms of use or licenses you wish to apply to your data and code. Consult the repository’s own terms of use and preservation policies for more information. For help finding an appropriate repository, contact your institution’s library or reach out to the Portage DMP Coordinator at support@portagenetwork.ca. ", "type"=>"guidance", "versionable_id"=>"aa23d61f-b144-4075-8ca2-78f9f46f365a"}) -Annotation.create({"id"=>63931, "question_id"=>68177, "org_id"=>8, "text"=>"The general-purpose repositories for data sharing in Canada are the Federated Research Data Repository (FRDR) and Scholars Portal Dataverse. You can search for discipline-specific repositories on re3data.org or by using DataCite's Repository Finder tool. ", "type"=>"example_answer", "versionable_id"=>"b7ff5b45-cf9a-4437-b847-d9fa73967d40"}) -Question.create({"id"=>68178, "text"=>"What software code will you make available, and where?", "default_value"=>nil, "number"=>5, "section_id"=>22134, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"4e516f4c-3899-4bd6-afb3-b4be6e03e3a3"}) -Annotation.create({"id"=>63932, "question_id"=>68178, "org_id"=>8, "text"=>"Making the software (or source code) you developed accessible is essential for others to understand your work. It allows others to check for errors in the software, to reproduce your work, and ultimately, to build upon your work. Consider using a code-sharing platform such as GitHub Bitbucket, or GitLab. If you would like to archive your code and receive a DOI, GitHub is integrated with Zenodo as a repository option.
\r\nAt a minimum, if using third-party software (proprietary or otherwise), researchers should share and make available the source code (e.g., analysis scripts) used for analysis (even if they do not have the intellectual property rights to share the software platform or application itself).
", "type"=>"guidance", "versionable_id"=>"6cfa6f30-f945-4dcd-9c7a-8fb7728ded72"}) -Question.create({"id"=>68179, "text"=>"Describe your software sustainability plan.", "default_value"=>nil, "number"=>6, "section_id"=>22134, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"119e52f6-19e2-4f03-8a4f-996b61b57c4c"}) -Annotation.create({"id"=>63933, "question_id"=>68179, "org_id"=>8, "text"=>"After the software has been delivered, used and recognized by a sufficiently large group of users, will you allocate both human and financial resources to support the regular maintenance of the software, for activities such as debugging, continuous improvement, documentation and training?", "type"=>"guidance", "versionable_id"=>"2aa79397-933d-4072-973f-b94cb70b3837"}) -Template.create!({"id"=>3466, "title"=>"Portage Template for Research in History and the Humanities", "description"=>"This model was developed for researchers in history and in the larger field of humanities. It was designed to take into account the fact that research projects in these disciplines still primarily use analog research data during the active phases of a project.
\r\nTwo versions of the model are proposed: guidance labelled “Phase 1” is for the documentation of DMP sections joined with a funding application. The headings documented in Phase 1 are primarily aimed at producing a DMP to support research data management (RDM) budgeting for the research project. Headings or guidance labelled “Phase 2” may be considered once funding has been secured. The entire DMP is an evolving management document since the content of certain headings will only become clearer once the project is well underway.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"publicly_visible", "customization_of"=>nil, "family_id"=>657828489, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3444, "title"=>"Phase 1: Data Management Plan for Grant Application", "description"=>"“Phase 1” is for the documentation of DMP sections joined with a funding application. The headings documented in Phase 1 are primarily aimed at producing a DMP to support research data management (RDM) budgeting for the research project.
", "number"=>1, "template_id"=>3466, "modifiable"=>true, "versionable_id"=>"05204d86-fc3a-4e00-a791-4701dd5042db"}) -Section.create({"id"=>22135, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3444, "modifiable"=>true, "versionable_id"=>"2179662f-5a12-4f78-902d-aa655282061c"}) -Question.create({"id"=>68180, "text"=>"Describe each set of research materials using the table provided. Repeat as many times as necessary for each new set.| Data Source | \r\n(e.g. the Archives of Ontario) If the data will be produced as part of the project, indicate this. | \r\n
| Data Type | \r\n(e.g. images, recordings, manuscripts, word processing files) | \r\n
| Data Granularity | \r\n(e.g. individual item; dataset, collection, corpus) | \r\n
| Data Creation Methodology | \r\n(if the data are produced as part of the project) (e.g., surveys and qualitative interviews or focus groups) | \r\n
| Data Producer | \r\nExplain 1) who created the research data if it is not collected data, or 2) who created an additional analytical layer to existing research data. Example: In the second case, one could use a finding aid prepared by the archive or a catalog raisonné of another researcher. | \r\n
| Is it sensitive data? | \r\nArchival records are generally reviewed by an archivist for privacy concerns before being made available to researchers. In cases where the information will be collected directly by the principal researcher, you should avoid disclosing any information that could identify a living person such as ethnic origin, personal beliefs, personal orientation, health status, etc. without permission. For further guidance, see the Human Research Data Risk Matrix. | \r\n
| Analog or digital format of research data/material during the project | \r\n(e.g. print, magnetic tape, artefact, .txt, .csv, .jpeg, .nvpx, etc.) Find more information on file formats: UBC Library or UK Data Service. | \r\n
| Does the research data require long-term preservation? | \r\nResearch material that has heritage value or value to one or more research communities or to the public interest should provide for specific actions to ensure its long-term access. If so, explain here how long-term value is characterized. (The Preservation section provides an opportunity to reflect on all of the elements to be considered for this dataset, including in particular the preservation format). | \r\n
| Will the research data be shared? | \r\nIf not, please justify why no form of sharing is possible or desirable. Sharing research materials promotes knowledge development, collaborations and reduces duplication of research efforts. (The Sharing and Reuse section provides an opportunity to consider all of the considerations for this dataset, particularly the dissemination format). | \r\n
Elements to consider in contextualizing research data: methodologies, definitions of variables or analysis categories, specific classification systems, assumptions, code tree, analyses performed, terminological evolution of a concept, staff members who worked on the data and tasks performed, etc.
\r\nTo ensure a verifiable historical interpretation and the lowest possible bias in the possible reuse of the data, try to identify elements of implicit knowledge or that involve direct communication with the principal investigator.
", "type"=>"guidance", "versionable_id"=>"b6d5882d-e945-4022-b666-da4e4ae96a36"}) -Section.create({"id"=>22137, "title"=>"Storage and Backup", "description"=>nil, "number"=>3, "phase_id"=>3444, "modifiable"=>true, "versionable_id"=>"df7aa976-ac08-454b-861c-108d4cccf96e"}) -Question.create({"id"=>68184, "text"=>"Describe the storage conditions for your research data taking into account the following aspects:
\r\n| Master file and backup copies | \r\nFollow the 3-2-1 backup rule: keep 3 copies of files (master file + 2 copies), stored on 2 types of media (e.g. institutional server + external drive), and 1 copy kept in an off-site location. Each storage medium has advantages and disadvantages. If needed, consult a resource person or contact the DMP Coordinator at support@portagenetwork.ca. Find more information on storage and backup practices at UK Data Service. | \r\n
| Anticipated storage space | \r\n(e.g. 2 tablets; 15 files of ~70 MB =~ 1 GB multiplied in 3 copies) | \r\n
| Anticipated storage duration | \r\n(e.g. for the duration of the project; 5 years after the end of the project; long term = well beyond the end of the project) | \r\n
| Is the access to this research data restricted? | \r\nIf applicable, indicate what measures are being taken to manage this access (e.g. password protection, file encryption). | \r\n
| Who can access the data? | \r\nDescribe functional roles. To make sure your research data is transmitted in a secure manner or through servers governed by Canadian or provincial legislation, either contact your institution’s library or the DMP Coordinator at support@portagenetwork.ca. | \r\n
| Preservation reason | \r\n(e.g. heritage value; value for one or multiple research communities; public interest; policy requirement) | \r\n
| Preservation format | \r\nSee recommendations of the Library of Congress. Note that converting from one file format to another for preservation purposes may result in loss of information. This type of operation must be mentioned in the Documentation and Metadata section. | \r\n
Where will the research data be stored at the end of the research project?
", "default_value"=>nil, "number"=>2, "section_id"=>22138, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"89624f5d-deda-460e-8d03-4e1d1c610b29"}) -Annotation.create({"id"=>63938, "question_id"=>68187, "org_id"=>8, "text"=>"For long-term preservation, you may wish to consider CoreTrustSeal certified repositories found in this directory. However, as many repositories may be in the process of being certified and are not yet listed in this directory, reviewing the retention policy of a repository of interest will increase your options. For repositories without certification, you can evaluate their quality by comparing their policies to the standards of a certification. Read more on trusted data repositories at The University of Edinburgh and OpenAIRE.
\r\nTo increase the visibility of research data, opt for disciplinary repositories: search by discipline in re3data.org.
\r\nFor solutions governed by Canadian legislation, it is possible to browse by country of origin in re3data.org. In addition, Canada’s digital research infrastructure offers the Federated Research Data Repository (FRDR). Finally, it is quite possible that your institution has its own research data repository.
\r\nTo make sure the selected repository meets the requirements of your DMP, feel free to seek advice from a resource person or contact the DMP Coordinator at support@portagenetwork.ca.
", "type"=>"guidance", "versionable_id"=>"a4e2efd8-5d7e-4ca0-95d3-a2d4edc73756"}) -Question.create({"id"=>68188, "text"=>"What are the costs related to the choice of deposit location and data preparation?", "default_value"=>nil, "number"=>3, "section_id"=>22138, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"644d166a-6219-4016-a699-1e3b81b8f8ab"}) -Annotation.create({"id"=>63939, "question_id"=>68188, "org_id"=>8, "text"=>"Preparing research data for eventual preservation involves different tasks that may have costs that are budgeted for preferably in the funding application. This could require a cost model or simply the basic sections of the UK Data Service Costing Tool.
\r\nInclude this cost estimate in the Responsibilities and Resources section.
\r\nIf necessary, contact a resource person or the DMP Coordinator at support@portagenetwork.ca.
", "type"=>"guidance", "versionable_id"=>"51b4072d-6a2e-45b5-a9c3-7f0d23b26d43"}) -Section.create({"id"=>22140, "title"=>"Sharing and Reuse", "description"=>nil, "number"=>5, "phase_id"=>3444, "modifiable"=>true, "versionable_id"=>"26ba986d-5058-4cc1-846a-39550504497f"}) -Question.create({"id"=>68192, "text"=>"Describe each research dataset that will be shared with other researchers or a broader audience while taking into account the following considerations:
\r\n| Is it sensitive data? | \r\nIf so, explain if this limits access. Refer to the Ethics and Legal Compliance section if necessary. | \r\n
| Is the research data subject to intellectual property? | \r\nIf so, explain if this limits access. Refer to the Ethics and Legal Compliance section if necessary. | \r\n
| Sharing requirement | \r\nIt depends on whether an institutional policy or the granting agency requires some form of sharing of research materials. | \r\n
| Target audience | \r\n(e.g. history researchers, researchers from various disciplines, general public) | \r\n
Pour optimiser la diffusion du matériel de recherche, suivre le plus possible les principes FAIR. L’Australian Research Data Commons offre un outil d’évaluation du respect de ces principes qui est très facile d'utilisation (lien en anglais). Le Digital Curation Centre fournit un guide détaillé sur la citation des données (tant numériques que physiques; lien en anglais).
Pour rendre le matériel récupérable par d’autres outils et le citer dans les publications savantes, publication d’un article de données dans une revue en libre accès comme Research Data Journal for the Humanities and Social Sciences (lien en anglais).
Consulter au besoin une personne ressource ou contactez le Coordonnateur du PGD à support@portagenetwork.ca.
", "type"=>"guidance", "versionable_id"=>"8efb8326-d1ad-4018-9a9e-9649d9278599"}) -Section.create({"id"=>22141, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>6, "phase_id"=>3444, "modifiable"=>true, "versionable_id"=>"03023cd6-579c-43d6-a687-afc172e1ba76"}) -Question.create({"id"=>68194, "text"=>"For all research data management activities, consider who is responsible (individual or organization), based on what timeframe, whether staff training is required, and whether there are costs associated with these tasks.", "default_value"=>nil, "number"=>1, "section_id"=>22141, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"7166332d-39f3-424e-9871-8f135c9be104"}) -Annotation.create({"id"=>63945, "question_id"=>68194, "org_id"=>8, "text"=>"If the DMP is at the funding application stage, focus on cost-incurring activities in order to budget as accurately as possible research data management in the funding application.
\r\nActivities that should be documented: drafting and updating the DMP; drafting document management procedures (naming rules, backup copies, etc.); monitoring document management procedure implementation; conducting the quality assurance process; designing and updating the succession plan; drafting the documentation; assessing the retention period; assessing data management costs; managing sensitive data; managing licences and intellectual property; choosing the final data repository location; and preparing research data for the final repository.
", "type"=>"guidance", "versionable_id"=>"45bef002-dbcb-4629-8492-7cbf55e153aa"}) -Question.create({"id"=>68195, "text"=>"What is an overall cost estimate for the management of research materials?", "default_value"=>nil, "number"=>2, "section_id"=>22141, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"e000d526-7a1c-4af1-8926-0b207454eea6"}) -Annotation.create({"id"=>63946, "question_id"=>68195, "org_id"=>8, "text"=>"Taking into account all the aspects in the previous sections, estimate the overall cost of implementing the data management plan. Consider both the management activities required during the active phase of the project and the preservation phase. Some of these costs may be covered by funding agencies.", "type"=>"guidance", "versionable_id"=>"dc82a326-c36f-412e-8094-cfdc36d5c68d"}) -Section.create({"id"=>22139, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>7, "phase_id"=>3444, "modifiable"=>true, "versionable_id"=>"42ea8d29-70f6-423e-a0bf-49b2d00657f2"}) -Question.create({"id"=>68189, "text"=>"For each research dataset reported as containing sensitive data, identify the security issues that need to be considered to protect the privacy and confidentiality within your team.
", "default_value"=>nil, "number"=>1, "section_id"=>22139, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"48d0cd6c-61ef-4232-8243-d82a737bd6c3"}) -Annotation.create({"id"=>63940, "question_id"=>68189, "org_id"=>8, "text"=>"If applicable, retrieve written consent from an institution's ethics approval process. If the research involves human participants, verify that the content of the various sections of this DMP is consistent with the consent form signed by the participants.
\r\nDescribes anticipated data sharing issues within the team, their causes, and possible measures to mitigate them. Read more about data security at UK Data Service.
", "type"=>"guidance", "versionable_id"=>"dd04067b-b5fd-4365-a257-15a093e87c0b"}) -Question.create({"id"=>68190, "text"=>"If research data sharing is desired and possible, what difficulties do you anticipate in dealing with the secondary use of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>22139, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"982a01ea-78d1-4cf2-8f75-5a4ea9088a7d"}) -Annotation.create({"id"=>63941, "question_id"=>68190, "org_id"=>8, "text"=>"If applicable, pay close attention to the appropriateness of the content in the Sharing and Reuse section with the consent forms signed by participants. Anonymizing data can reassure participants while supporting the development of a data sharing culture. Learn more about anonymization: UBC Library, UK Data Service, or Réseau Portage.
\r\nAlso make sure that metadata does not disclose sensitive data.
\r\nExplain how access requests to research data containing sensitive data will be managed. What are the access conditions? Who will monitor these requests? What explanations should be provided to applicants?
", "type"=>"guidance", "versionable_id"=>"a2c63667-170e-4578-a6ac-3c1dfa503601"}) -Question.create({"id"=>68191, "text"=>"Are there legal and intellectual property issues that will limit the opening of data?", "default_value"=>nil, "number"=>3, "section_id"=>22139, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"34e3d2fc-47c8-494b-ae44-8b6566db6411"}) -Annotation.create({"id"=>63942, "question_id"=>68191, "org_id"=>8, "text"=>"Describe the allocation of copyrights between members of the research team and external copyright holders (include libraries, archives and museums). Verify that the licenses to use the research materials identified in the Sharing and Reuse section are consistent with the description in this section.
\r\nIf commercial activities are involved in your research project, there are legal aspects to consider regarding the protection of private information. Compliance with privacy laws and intellectual property legislation may impose data access restrictions. This issue can be discussed with a resource person.
", "type"=>"guidance", "versionable_id"=>"d44d3454-0269-4e3d-a71d-6db2f7dcffbd"}) -Phase.create({"id"=>3445, "title"=>"Phase 2: Data Management Plan for Project Development", "description"=>"“Phase 2” may be considered once funding has been secured. The entire DMP is an evolving management document since the content of certain headings will only become clearer once the project is well underway.
", "number"=>2, "template_id"=>3466, "modifiable"=>true, "versionable_id"=>"fce2cc8c-03bb-42b7-8e0e-471fb3d71a8e"}) -Section.create({"id"=>22142, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3445, "modifiable"=>true, "versionable_id"=>"32bb0bb8-9d29-451c-b5e9-b3c072321bea"}) -Question.create({"id"=>68196, "text"=>"Describe each set of research materials using the table provided. Repeat as many times as necessary for each new set.| Data Source | \r\n(e.g. the Archives of Ontario) If the data will be produced as part of the project, indicate this. | \r\n
| Data Type | \r\n(e.g. images, recordings, manuscripts, word processing files) | \r\n
| Data Granularity | \r\n(e.g. individual item; dataset, collection, corpus) | \r\n
| Data Creation Methodology | \r\n(if the data are produced as part of the project) (e.g., surveys and qualitative interviews or focus groups) | \r\n
| Data Producer | \r\nExplain 1) who created the research data if it is not collected data, or 2) who created an additional analytical layer to existing research data. Example: In the second case, one could use a finding aid prepared by the archive or a catalog raisonné of another researcher. | \r\n
| Is it sensitive data? | \r\nArchival records are generally reviewed by an archivist for privacy reasons before being made available to researchers. In cases where the information will be collected directly by the principal researcher, you should avoid disclosing any information that could identify a living person such as ethnic origin, personal beliefs, personal orientation, health status, etc. without permission. For further guidance, see the Human Research Data Risk Matrix. | \r\n
| Analog or digital format of research data/material during the project | \r\n(e.g. print, magnetic tape, artefact, .txt, .csv, .jpeg, .nvpx, etc.) Find more information on file formats: UBC Library or UK Data Service. | \r\n
| Does the research data require long-term preservation? | \r\nResearch material that has heritage value or value to one or more research communities or to the public interest should provide for specific actions to ensure its long-term access. If so, explain here how long-term value is characterized. (The Preservation section provides an opportunity to reflect on all of the elements to be considered for this dataset, including in particular the preservation format). | \r\n
| Will the research data be shared? | \r\nIf not, please justify why no form of sharing is possible or desirable. Sharing research materials promotes knowledge development, collaborations and reduces duplication of research efforts. (The Sharing and Reuse section provides an opportunity to consider all of the considerations for this dataset, particularly the dissemination format). | \r\n
| Will the dataset require updates? | \r\nIf so, make sure to properly and timely document this process in the Documentation and Metadata section. | \r\n
Naming conventions should be developed. Provide the description of your naming and versioning procedure in this plan or provide reference to documents containing it. Read more about file naming and version control at UK Data Service.
", "type"=>"guidance", "versionable_id"=>"87da019f-ed1d-4f12-9dfb-1f07e1c56fb6"}) -Question.create({"id"=>68199, "text"=>"Describe the quality assurance process in place to ensure data quality and completeness during data operations (observation, recording, processing, analysis).", "default_value"=>nil, "number"=>4, "section_id"=>22142, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"44ec04e5-8503-4ebd-9aad-797cadfa1d52"}) -Annotation.create({"id"=>63949, "question_id"=>68199, "org_id"=>8, "text"=>"e.g. field notebook, information log, committee implementation, tools such as OpenRefine or QAMyData; consistency with standards. ", "type"=>"example_answer", "versionable_id"=>"1d4f00dc-4219-4fd8-a312-2b3b67e9d04c"}) -Section.create({"id"=>22143, "title"=>"Documentation and Metadata", "description"=>nil, "number"=>2, "phase_id"=>3445, "modifiable"=>true, "versionable_id"=>"9cf3c43d-1af5-4d67-905c-946387159a59"}) -Question.create({"id"=>68200, "text"=>"What documentation is required to correctly read and interpret the research data?", "default_value"=>nil, "number"=>1, "section_id"=>22143, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"5019ca1f-7cad-4b2c-ab5c-b6f35fcfe2e3"}) -Annotation.create({"id"=>63950, "question_id"=>68200, "org_id"=>8, "text"=>"Elements to consider in contextualizing research data: methodologies, definitions of variables or analysis categories, specific classification systems, assumptions, code tree, analyses performed, terminological evolution of a concept, staff members who worked on the data and tasks performed, etc.
\r\nTo ensure a verifiable historical interpretation and the lowest possible bias in the possible reuse of the data, try to identify elements of implicit knowledge or that involve direct communication with the principal investigator.
", "type"=>"guidance", "versionable_id"=>"e2576a0a-c4b5-4eae-82a2-bf1f30184bec"}) -Question.create({"id"=>68201, "text"=>"What documentation strategy will enable you to regularly document the research data throughout the project?", "default_value"=>nil, "number"=>2, "section_id"=>22143, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"18ec00e9-9675-4e91-9ae8-10d2267b4416"}) -Annotation.create({"id"=>63951, "question_id"=>68201, "org_id"=>8, "text"=>"You may want to systematically include a documentation section in project progress reports or link quality assurance activities to the documentation. It is good practice to ensure that data management is included in the tasks of designated individuals.", "type"=>"guidance", "versionable_id"=>"d9b2fc06-4f11-4643-b422-c683c24d9aae"}) -Question.create({"id"=>68202, "text"=>"If applicable, indicate the metadata schema and tools used to document research data.", "default_value"=>nil, "number"=>3, "section_id"=>22143, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"28ab8e97-cbab-4ade-842a-829ba0b4b2c5"}) -Annotation.create({"id"=>63952, "question_id"=>68202, "org_id"=>8, "text"=>"A metadata schema is very useful to systematize the description of research material while making it readable by computers, thus contributing to a better dissemination of this material (e.g.: see Réseau Info-Musée [link in French] or Cataloging Cultural Objects). However, their use may result in a loss of information on provenance or contextualization, so ensure that this documentation is present elsewhere.
\r\nResource for exploring and identifying metadata schemas that may be helpful: RDA Metadata Directory.
\r\nResources for exploring controlled vocabularies: CIDOC/ICOM Conceptual Reference Model, Linked Open Vocabularies. If needed, contact a DMP resource person at your institution.
", "type"=>"guidance", "versionable_id"=>"722ffbcf-2d67-4e51-a217-3e7ff3d39661"}) -Section.create({"id"=>22144, "title"=>"Storage and Backup", "description"=>nil, "number"=>3, "phase_id"=>3445, "modifiable"=>true, "versionable_id"=>"b4af9111-eb1c-4225-ab47-f847a78e96b9"}) -Question.create({"id"=>68203, "text"=>"Describe the storage conditions for your research data taking into account the following aspects:
\r\n| Master file and backup copies | \r\nFollow the 3-2-1 backup rule: keep 3 copies of files (master file + 2 copies), stored on 2 types of media (e.g. institutional server + external drive), and 1 copy kept in an off-site location. Each storage medium has advantages and disadvantages. If needed, consult a resource person or contact the DMP Coordinator at support@portagenetwork.ca. Find more information on storage and backup practices at UK Data Service. | \r\n
| Anticipated storage space | \r\n(e.g. 2 tablets; 15 files of ~70 MB =~ 1 GB multiplied in 3 copies) | \r\n
| Anticipated storage duration | \r\n(e.g. for the duration of the project; 5 years after the end of the project; long term = well beyond the end of the project) | \r\n
| Is the access to this research data restricted? | \r\nIf applicable, indicate what measures are being taken to manage this access (e.g. password protection, file encryption). | \r\n
| Who can access the data? | \r\nDescribe functional roles. To make sure your research data is transmitted in a secure manner or through servers governed by Canadian or provincial legislation, either contact your institution’s library or the DMP Coordinator at support@portagenetwork.ca. | \r\n
| Preservation reason | \r\n(e.g. heritage value; value for one or multiple research communities; public interest; policy requirement) | \r\n
| Preservation format | \r\nSee recommendations of the Library of Congress. Note that converting from one file format to another for preservation purposes may result in loss of information. This type of operation must be mentioned in the Documentation and Metadata section. | \r\n
Where will the research data be stored at the end of the research project?
", "default_value"=>nil, "number"=>2, "section_id"=>22145, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"5761caf8-33c5-48cc-9ea2-183a9b144265"}) -Annotation.create({"id"=>63954, "question_id"=>68206, "org_id"=>8, "text"=>"For long-term preservation, you may wish to consider CoreTrustSeal certified repositories found in this directory. However, as many repositories may be in the process of being certified and are not yet listed in this directory, reviewing the retention policy of a repository of interest will increase your options. For repositories without certification, you can evaluate their quality by comparing their policies to the standards of a certification. Read more on trusted data repositories at The University of Edinburgh and OpenAIRE.
\r\nTo increase the visibility of research data, opt for disciplinary repositories: search by discipline in re3data.org.
\r\nFor solutions governed by Canadian legislation, it is possible to browse by country of origin in re3data.org. In addition, Canada’s digital research infrastructure offers the Federated Research Data Repository (FRDR). Finally, it is quite possible that your institution has its own research data repository.
\r\nTo make sure the selected repository meets the requirements of your DMP, feel free to seek advice from a resource person or contact the DMP Coordinator at support@portagenetwork.ca.
", "type"=>"guidance", "versionable_id"=>"61b3c8ed-3479-4195-bef6-26b06f9ba0d3"}) -Question.create({"id"=>68207, "text"=>"Des coûts sont-ils associés au choix du lieu de dépôt et à la préparation des données?", "default_value"=>nil, "number"=>3, "section_id"=>22145, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"ad8ea15c-7cca-4b6a-b696-4e7ac6539b84"}) -Annotation.create({"id"=>63955, "question_id"=>68207, "org_id"=>8, "text"=>"La préparation du matériel de recherche pour son éventuelle conservation implique une variété de tâches pouvant présenter des coûts qu’il est préférable de budgétiser dans la demande de financement. À cette fin, un modèle de coûts peut-être utile ou simplement les rubriques de base du UK Data Service Costing Tool (liens en anglais).
\r\nIntégrer cette estimation de coût dans la section Responsabilités et ressources.
\r\nConsulter au besoin une personne ressource ou contactez le Coordonnateur du PGD à support@portagenetwork.ca.
", "type"=>"guidance", "versionable_id"=>"ebee1e4e-5742-45e8-86bf-4b52341a9963"}) -Section.create({"id"=>22147, "title"=>"Sharing and Reuse", "description"=>nil, "number"=>5, "phase_id"=>3445, "modifiable"=>true, "versionable_id"=>"e6e87ef9-bcb3-48a3-a6d2-a3790d48be78"}) -Question.create({"id"=>68211, "text"=>"Describe each research dataset that will be shared with other researchers or a broader audience while taking into account the following considerations:
\r\n| Is it sensitive data? | \r\nIf so, explain if this limits access. Refer to the Ethics and Legal Compliance section if necessary. | \r\n
| Is the research data subject to intellectual property? | \r\nIf so, explain if this limits access. Refer to the Ethics and Legal Compliance section if necessary. | \r\n
| Sharing requirement | \r\nIt depends on whether an institutional policy or the granting agency requires some form of sharing of research materials. | \r\n
| Target audience | \r\n(e.g. history researchers, researchers from various disciplines, general public) | \r\n
| Data processing level | \r\nDescribe in what format the data is shared, i.e. raw, processed, analyzed, or final, or whether only metadata can be shared. These processing level options are not mutually exclusive. \r\n
| \r\n
| User licence | \r\nThe holder of the research data intellectual property should grant a licence that clarifies how the research data may be used. The most commonly used licences are Creative Commons licences and Open Data Commons licences. Please note that once a licence is granted, even if it is subsequently changed, the use of data obtained under the former licence cannot be prevented. | \r\n
| Required software | \r\nIf applicable, indicate the name and version of the software required to access research data. | \r\n
To optimize the dissemination of research material, follow the FAIR principles as much as possible. The Australian Research Data Commons offers an easy-to-use tool for assessing compliance with these principles. The Digital Curation Centre provides a detailed guide to data citation (both digital and physical).
\r\nTo make the material retrievable by other tools and to cite it in scholarly publications, publish a data article in an open access journal such as the Research Data Journal for the Humanities and Social Sciences.
\r\nIf necessary, contact a resource person or the DMP Coordinator at support@portagenetwork.ca.
", "type"=>"guidance", "versionable_id"=>"4ce570ef-7b88-4f06-a61b-c716e6851bc0"}) -Section.create({"id"=>22148, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>6, "phase_id"=>3445, "modifiable"=>true, "versionable_id"=>"72d30063-58ba-4d95-b6c6-edcccabe1c79"}) -Question.create({"id"=>68213, "text"=>"For all research data management activities, consider who is responsible (individual or organization), based on what timeframe, whether staff training is required, and whether there are costs associated with these tasks.", "default_value"=>nil, "number"=>1, "section_id"=>22148, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"8926cd4f-47ce-459d-921d-7c996e8040c3"}) -Annotation.create({"id"=>63961, "question_id"=>68213, "org_id"=>8, "text"=>"Activities that should be documented: drafting and updating the DMP; drafting document management procedures (naming rules, backup copies, etc.); monitoring document management procedure implementation; conducting the quality assurance process; designing and updating the succession plan; drafting the documentation; assessing the retention period; assessing data management costs; managing sensitive data; managing licences and intellectual property; choosing the final data repository location; and preparing research data for the final repository.
", "type"=>"guidance", "versionable_id"=>"00db0119-d41d-4692-8140-ce91b83a44b8"}) -Question.create({"id"=>68214, "text"=>"Describe your succession plan to deal with significant disruptions.", "default_value"=>nil, "number"=>2, "section_id"=>22148, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"38397470-8029-47e5-8db2-ebed561ee8f1"}) -Annotation.create({"id"=>63962, "question_id"=>68214, "org_id"=>8, "text"=>"Describe the process to be followed, the actions to be taken, and the avenues to be considered to ensure ongoing data management if significant changes occur. Here are possible events to consider: a principal investigator is replaced, a person designated in the assignment table changes, a student who has finished their project related to research data in this DMP leaves.", "type"=>"guidance", "versionable_id"=>"5f421626-03d8-427e-82f2-c22273e0eecf"}) -Question.create({"id"=>68215, "text"=>"What is an overall cost estimate for the management of research materials?", "default_value"=>nil, "number"=>3, "section_id"=>22148, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"b3126d9a-6fba-4db3-92d0-12789b7d23f0"}) -Annotation.create({"id"=>63963, "question_id"=>68215, "org_id"=>8, "text"=>"Taking into account all the aspects in the previous sections, estimate the overall cost of implementing the data management plan. Consider both the management activities required during the active phase of the project and the preservation phase. Some of these costs may be covered by funding agencies.", "type"=>"guidance", "versionable_id"=>"7bb68fa7-7b1f-4110-b6e5-f9d4dcce6a99"}) -Section.create({"id"=>22146, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>7, "phase_id"=>3445, "modifiable"=>true, "versionable_id"=>"626bb916-6ad3-485b-a94c-dc985540c10d"}) -Question.create({"id"=>68208, "text"=>"For each research dataset reported as containing sensitive data (see Research Data Collection section), explain how this data will be safely managed to protect the privacy and confidentiality within your team.
", "default_value"=>nil, "number"=>1, "section_id"=>22146, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"71ca01b9-1c77-4edc-839c-8956f0c3f16d"}) -Annotation.create({"id"=>63956, "question_id"=>68208, "org_id"=>8, "text"=>"If applicable, retrieve written consent from an institution's ethics approval process. If the research involves human participants, verify that the content of the various sections of this DMP is consistent with the consent form signed by the participants.
\r\nDescribes anticipated data sharing issues within the team, their causes, and possible measures to mitigate them. Read more about data security at UK Data Service.
", "type"=>"guidance", "versionable_id"=>"d9c12fa1-61e0-4c63-b930-abb1ae28d579"}) -Question.create({"id"=>68209, "text"=>"If research data sharing is desired and possible, what strategies will you implement to address the secondary use of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>22146, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"e3d606e8-113f-4e84-ab93-64411b82415a"}) -Annotation.create({"id"=>63957, "question_id"=>68209, "org_id"=>8, "text"=>"If applicable, pay close attention to the appropriateness of the content in the Sharing and Reuse section with the consent forms signed by participants. Anonymizing data can reassure participants while supporting the development of a data sharing culture. Learn more about anonymization: UBC Library, UK Data Service, or the Portage Network.
\r\nAlso make sure that metadata does not disclose sensitive data.
\r\nExplain how access requests to research data containing sensitive data will be managed. What are the access conditions? Who will monitor these requests? What explanations should be provided to applicants?
", "type"=>"guidance", "versionable_id"=>"56d5978b-98ca-4f16-8b42-2f2569e8dc59"}) -Question.create({"id"=>68210, "text"=>"Are there legal and intellectual property issues that will limit the opening of data?", "default_value"=>nil, "number"=>3, "section_id"=>22146, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"3d1ba59a-37ed-4dfb-b5cc-5750f3d0583b"}) -Annotation.create({"id"=>63958, "question_id"=>68210, "org_id"=>8, "text"=>"Describe the allocation of copyrights between members of the research team and external copyright holders (include libraries, archives and museums). Verify that the licenses to use the research materials identified in the Sharing and Reuse section are consistent with the description in this section.
\r\nIf commercial activities are involved in your research project, there are legal aspects to consider regarding the protection of private information. Compliance with privacy laws and intellectual property legislation may impose data access restrictions. This issue can be discussed with a resource person.
", "type"=>"guidance", "versionable_id"=>"ff1c47e5-ec6e-413c-bd9c-b4ef92b64ad0"}) -Template.create!({"id"=>3468, "title"=>"Portage CRDCN Template for Research Data Centres and External Analysis", "description"=>"The Canadian Research Data Centre Network (CRDCN) template summarizes the data management that is conducted by Statistics Canada and the CRDCN on behalf of researchers. While there are some advantages to working inside the RDC for data management, there is also a substantial drawback: RDC data can never be deposited in a repository in accordance with the recommended best practices for research data management. Because of this, researchers should be mindful of other options to engage in best practices. In addition to ensuring that the RDC project folder is well documented, and consistent with the research output, researchers should curate a supporting data deposit at a recognized repository in their discipline or within the Federated Research Data Repository (FRDR) containing metadata, syntax (code that produces a statistical output), and any other supporting material for the research project.
\r\nThis template is for researchers who are doing RDC work using Statistics Canada data and research data that they have either brought into the RDC “supplemental data” or are analyzing in parallel to their work in the RDC (such as mixed-methods) or public use statistics that compliment the RDC work (hereafter: external data). Researchers should be aware that any data brought into the RDC will be stored alongside the rest of their project material subject to the information management protocols from Statistics Canada. This is a free, relatively straightforward, process and researchers can obtain more information by talking to their RDC analyst.
\r\nIf your work is being conducted in the RDC using only data provided through the RDC program then the RDC-only template should be completed and not this template.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"publicly_visible", "customization_of"=>nil, "family_id"=>589022318, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3447, "title"=>"CRDCN Template for Research Data Centres and External Analysis", "description"=>"This template is for researchers who are doing RDC work using Statistics Canada data and research data that they have either brought into the RDC “supplemental data” or are analyzing in parallel to their work in the RDC (such as mixed-methods) or public use statistics that compliment the RDC work (hereafter: external data). Researchers should be aware that any data brought into the RDC will be stored alongside the rest of their project material subject to the information management protocols from Statistics Canada. This is a free, relatively straightforward, process and researchers can obtain more information by talking to their RDC analyst.
\r\nIf your work is being conducted in the RDC using only data provided through the RDC program then the RDC-only template should be completed and not this template.
", "number"=>1, "template_id"=>3468, "modifiable"=>true, "versionable_id"=>"38c1bf2b-d79f-4b4f-a17c-243ebcfb8d70"}) -Section.create({"id"=>22156, "title"=>"Data Collection", "description"=>"All research conducted in the Research Data Centres (hereafter RDC) is secondary in nature. There is no data collection involved in this portion of the project. These data are owned and maintained by Statistics Canada with storage and access provided by the Canadian Research Data Centres Network.
\r\nRaw data in the RDC are stored in multiple formats including, but not limited to: .SAS (SAS), .dta (STATA), and .shp (shapefiles) as appropriate. The availability of StatTransfer™ software within the RDCs and continued management by Statistics Canada will ensure that the data will be accessible indefinitely should the file formats currently in use become obsolete. Researchers can bring data into the RDCs (these will be called “supplemental data”). When they do, they are stored alongside all of the other research products related to that contract from the RDC and archived.
", "number"=>1, "phase_id"=>3447, "modifiable"=>true, "versionable_id"=>"b7c814fa-6a12-431f-a2ee-f25427f33d50"}) -Question.create({"id"=>68226, "text"=>"Which RDC datasets will be used in the research?", "default_value"=>nil, "number"=>1, "section_id"=>22156, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"5e8e3db7-ae2c-4ff1-8d06-350e747e2966"}) -Annotation.create({"id"=>63969, "question_id"=>68226, "org_id"=>8, "text"=>"The data source(s) for this project is/are the <<INSERT NAME OF SURVEYS/ADMINISTRATIVE RECORDS APPROVED>>. The current version(s) is/are: <<Record number>>.", "type"=>"example_answer", "versionable_id"=>"13c3c192-3412-4c8f-be2d-0b4a4547f720"}) -Annotation.create({"id"=>63970, "question_id"=>68226, "org_id"=>8, "text"=>"The record number is available on Statistics Canada's website which can be accessed directly, or through our website: crdcn.org/data. E.g. Aboriginal People's Survey 2017 Record number:3250 https://www23.statcan.gc.ca/imdb/p2SV.pl?Function=getSurvey&SDDS=3250", "type"=>"guidance", "versionable_id"=>"60b5c385-21ed-4767-bc85-38d8194b117a"}) -Question.create({"id"=>68227, "text"=>"Please describe the collection process for the supplemental or external data that will be part of your project.", "default_value"=>nil, "number"=>2, "section_id"=>22156, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"4fefb338-b22b-483f-a97a-9ab401e4cffa"}) -Annotation.create({"id"=>63971, "question_id"=>68227, "org_id"=>8, "text"=>"External or Supplemental data are the data used for your research project that are not provided to you by Statistics Canada through the Research Data Centre program.", "type"=>"guidance", "versionable_id"=>"cb3ea37c-1ba7-49d3-bc04-12c29bc32572"}) -Question.create({"id"=>68228, "text"=>"What file formats will the supplementary data be collected and processed in? Will these formats permit sharing and long-term access to the data? How will you structure, name and version these files in a way easily understood by others?", "default_value"=>nil, "number"=>3, "section_id"=>22156, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"4f865ea2-ba44-430c-ae1f-7a06a573254e"}) -Section.create({"id"=>22157, "title"=>"Documentation and Metadata", "description"=>"Documentation provided by Statistics Canada in the RDC will be available to any potential future users of these data. This documentation is freely available to those with approved projects, and contains information about the sample selection process, a copy of the questionnaire, and a codebook. Researchers should also think about how the metadata for their external data can be provided to other researchers. Best practices require that there be coordination between the internal and external data management. How to best manage this will depend on the nature of the external data.
", "number"=>2, "phase_id"=>3447, "modifiable"=>true, "versionable_id"=>"e44a959d-0ccf-4df8-9c7c-0ca1220b9897"}) -Question.create({"id"=>68229, "text"=>"What will you do to ensure that your research data contributions (syntax, output etc…) in your RDC project folder and (if applicable) your external analysis are properly documented, organized and accessible? ", "default_value"=>nil, "number"=>1, "section_id"=>22157, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"393f4f26-9ded-4970-a40f-dd0582abcce2"}) -Annotation.create({"id"=>63972, "question_id"=>68229, "org_id"=>8, "text"=>"Resources are available on the CRDCN website to help. A recommendation from CRDCN on how to document your research contributions can be found here. For ideas on how to properly curate reproducible research, you can go here: https://labordynamicsinstitute.github.io/replication-tutorial-2019/#/", "type"=>"guidance", "versionable_id"=>"5e961b84-0bfb-4617-972e-ada51886618f"}) -Question.create({"id"=>68230, "text"=>"How will you make sure that the syntax archived in your project folder (and if applicable that created for your external analysis) is created consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>22157, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"c5522829-80db-4256-895b-e0aed7c949dc"}) -Annotation.create({"id"=>63973, "question_id"=>68230, "org_id"=>8, "text"=>"Syntax: Any code used by the researcher to transform the raw data into the research results. This most commonly includes, but is not limited to, .do (Stata) files, .sas (SAS) files, and .r (R) R code.", "type"=>"guidance", "versionable_id"=>"9d85a2d1-ce6a-453a-a918-2719036b3120"}) -Question.create({"id"=>68231, "text"=>"Please provide the information about the availability of the metadata for your project here (both the RDC data and your external data). Some metadata for RDC datasets is available by contacting the RDC analyst.
\r\nHow will you ensure that the external/supplemental data are easily understood and correctly documented (including metadata)?
", "default_value"=>nil, "number"=>3, "section_id"=>22157, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"49aebbed-2df2-4ff5-b422-b8712eda81ac"}) -Annotation.create({"id"=>64797, "question_id"=>68231, "org_id"=>8, "text"=>"For a good starter resource on metadata see: https://www.go-fair.org/fair-principles/f2-data-described-rich-metadata/.
", "type"=>"guidance", "versionable_id"=>"a027328b-ef33-487a-803c-787bdceb5761"}) -Section.create({"id"=>22158, "title"=>"Storage and Backup", "description"=>"Data storage is managed by the CRDCN in partnership with Statistics Canada on Servers located across the network. The current policy of the CRDCN is to store project data (syntax, releases, and anything else stored in the project folder) for ten years. These data are backed up on site and accessible through a highly secured network from any of the other RDC locations. Raw data related to the research project are stored in perpetuity by Statistics Canada.
\r\nFor external research data, storage and backup are solely the responsibility of the researcher. Please consider the following questions as they relate to external data. These questions should also be considered for supplemental data if you plan to do parallel storage and backup of these data.
", "number"=>3, "phase_id"=>3447, "modifiable"=>true, "versionable_id"=>"bab48833-12a2-41ce-a894-2fb9ffcd10cb"}) -Question.create({"id"=>68233, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>22158, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"298d9027-c3ae-4d1e-ad9f-e123b1b16e91"}) -Annotation.create({"id"=>63975, "question_id"=>68233, "org_id"=>8, "text"=>"Because of the structure of the agreements under which supplemental data are brought into the RDC we highly recommend a parallel storage and backup to simplify sharing of these research data. Note that \"data\" here refers not only to the raw data, but to any and all data generated in the course of conducting the research.", "type"=>"guidance", "versionable_id"=>"9f42eb2a-32b0-44de-b0e2-18ee142564b8"}) -Question.create({"id"=>68234, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>22158, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"c27fb1c7-5aea-4aa5-95a8-e2923e13ebb5"}) -Question.create({"id"=>68235, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>22158, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"5c22f887-3840-458d-b257-97cb4cb05943"}) -Section.create({"id"=>22159, "title"=>"Preservation", "description"=>"The work conducted in the RDC for this project is kept based on the Contract ID provided by the RDC program which can be used by anyone on the project team to retrieve the code and supporting documents for a period of 10 years as described above in “Storage and Backup”. Raw data that is the property of Statistics Canada, i.e. RDC data, is permanently stored by Statistics Canada, but can never be released to the researcher. Researchers can also preserve all user-generated RDC research data that meets the criteria for release through a vetting request via a repository such as FRDR (though it is again emphasized that the raw RDC data cannot be shared). Best practices for reproducible work require indefinite preservation of research data (so in the case of RDC research, this means metadata, syntax, methodology). In addition to this preservation for the RDC work, the external data (and related syntax, metadata and methodology) should be preserved also.
", "number"=>4, "phase_id"=>3447, "modifiable"=>true, "versionable_id"=>"e5e2f2a2-cd86-4b9d-bc9b-3ddf367651b0"}) -Question.create({"id"=>68236, "text"=>"Will you deposit your syntax and other research data in a repository to preserve your files? Please describe your intended preservation of all research data here, noting how you will deal with any privacy concerns related to your supplemental/external data:", "default_value"=>nil, "number"=>1, "section_id"=>22159, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"cfee1432-8c3a-432e-8053-a9e159f4193f"}) -Section.create({"id"=>22160, "title"=>"Sharing and Reuse", "description"=>"Because the Statistics Canada Microdata files are collected under assurances of confidentiality and are owned and controlled by Statistics Canada, they cannot be shared by any member of the research team.
\r\nAccess to the data in the RDCs is governed by the CRDCN's Access and Fee-for-service policy in English or French. The policy provides free access to university-based researchers who are network members and provides access to others on a cost-recovery basis.
\r\nThe CRDCN and Statistics Canada promote their data holdings through social media and their respective websites. In addition, CRDCN data are required to be cited in any and all publications with the record number so that readers are able to find the data. In addition, all publications using RDC data should include the RDC contract ID so that potential users can find information on the original contract. This information is available on the CRDCN website (crdcn.org/publications).
\r\nFor your supplemental/external data, please answer the following questions aimed to satisfy the FAIR principles.
", "number"=>5, "phase_id"=>3447, "modifiable"=>true, "versionable_id"=>"61c36983-c088-40e1-8243-5862cdcd5b34"}) -Question.create({"id"=>68237, "text"=>"Outside of the data sharing/reuse that happens automatically within your project folder, what data will you be sharing, where, and in what form (e.g. raw, processed, analyzed, final)?
", "default_value"=>nil, "number"=>1, "section_id"=>22160, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"e815c7f0-44d5-4643-abfe-28a1ee2f3d45"}) -Annotation.create({"id"=>63976, "question_id"=>68237, "org_id"=>8, "text"=>"Consider also what file-format you will use. Will this file format be useable in the future? Is it proprietary?
", "type"=>"guidance", "versionable_id"=>"c6e5702a-a3f1-42ec-b573-054f1301bb0a"}) -Question.create({"id"=>68238, "text"=>"What type of end-user license will these shared data fall under?", "default_value"=>nil, "number"=>2, "section_id"=>22160, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"6f2363bc-f5e4-46e3-812e-19094e6151e6"}) -Question.create({"id"=>68239, "text"=>"What steps will you take to help the research community know that these data exist?", "default_value"=>nil, "number"=>3, "section_id"=>22160, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"b9510552-1840-45ea-b0f6-0b5090149ee4"}) -Section.create({"id"=>22161, "title"=>"Responsibilities and Resources", "description"=>"The CRDCN and Statistics Canada will maintain the research data even if the researcher leaves their organization.
\r\nCRDCN enjoys the support of CIHR, SSHRC and CFI as well as receiving funds from the partner universities. There is no charge to the users of the RDCs for the data management conducted under the auspices of CRDCN and Statistics Canada as described within this DMP.
\r\nCRDCN does not employ consistency checking to ensure that the code provided alongside requests for research results to be released from the secure facility truly creates the output as requested. The responsibility for ensuring that the code and documents describing their use work as intended and are clear to other users who might access them lies with the researchers in the RDC. The CRDCN has a mechanism to ensure that the code is saved alongside all of the research output used to support the conclusions of any published works.
\r\nResearchers should consider how to manage their external research data and should think about who on the project team will have responsibility for managing the research data and what resources might be required to do so. Where possible, the research data from within the RDC should be managed in a way that is coordinated with the external research data management.
In addition to the data management employed by Statistics Canada, it is possible for researchers to have research output that does not contain confidential data, including tables, syntax and other information, released from the RDC where it could be curated in a repository of the researcher’s choosing as described in the Preservation section. If you plan to do any supplemental storage or curation of your research data (either the user-generated research data from the RDC or the external/supplemental data), please comment on where the responsibility for curation and maintenance of this archive resides.
Any users of the RDC must be 'deemed employees' of Statistics Canada. To become a deemed employee, the Treasury Board mandates a security clearance process including a criminal background check, credit check and fingerprinting. Approval for access to data requires a peer-review process of a research proposal and an institutional review at Statistics Canada. In cases where a researcher’s scholarly work has been assessed through the tenure review process, they are considered peer-review pre-approved and only the institutional review is required.
\r\nOnce a researcher is granted access to the RDC they must take an Oath of Secrecy – promising never to disclose confidential data. Criminal penalties can apply under the Statistics Act for violations of this oath.
\r\nIntellectual property for work done within the RDC becomes property of Statistics Canada including code used to manipulate data. The collection and dissemination of, and access to, confidential microdata is conducted under the Statistics Act and complies with all legal requirements. The confidential microdata for this project cannot be shared, posted, or copied. Access to the data is available exclusively through Statistics Canada and the RDC program. More information on how to access data is available here in English or French.
\r\n
In general, research ethics clearance is not required for research conducted in the RDC. A statement from the CRDCN on the topic is available here in English or French.
Please respond to the following ethical compliance questions as they relate to your external/supplemental data. If your project underwent research-ethics review at your institution, you can summarize the submission instead of answering these questions.
", "number"=>7, "phase_id"=>3447, "modifiable"=>true, "versionable_id"=>"ffe16fbd-5bec-4e45-82b2-41a3125317bd"}) -Question.create({"id"=>68243, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>22162, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"12d7687b-75c4-4f11-a53b-67191c7dfd08"}) -Annotation.create({"id"=>63978, "question_id"=>68243, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. Decisions should align with Research Ethics Board requirements. Methods used to share data will be dependent on the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others.
\r\nReused from: Digital Curation Centre. (2013). Checklist for a Data Management Plan. v.4.0. Restrictions can be imposed by limiting physical access to storage devices, placing data on computers with no access to the Internet, through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox", "type"=>"guidance", "versionable_id"=>"074345d9-7583-4b48-8715-3e7b84e49fa2"}) -Question.create({"id"=>68244, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>22162, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"d039b13f-5848-4eee-bcbc-db5617955749"}) -Annotation.create({"id"=>63979, "question_id"=>68244, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources. Read more about data security: UK Data Archive.", "type"=>"guidance", "versionable_id"=>"4032634d-d68b-412b-a2e4-2860c83a6133"}) -Question.create({"id"=>68245, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>22162, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"a5053e60-2d76-4dde-93a7-ebfa2e25571f"}) -Annotation.create({"id"=>63980, "question_id"=>68245, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
\r\nInclude here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"96137b9c-f898-46c4-a681-1488723fbe9e"}) -Question.create({"id"=>68246, "text"=>"If you feel there are any other legal or ethical requirements for your project please describe them here:", "default_value"=>nil, "number"=>4, "section_id"=>22162, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"a87a16ca-2602-46e2-8709-54488f65a909"}) -Template.create!({"id"=>3469, "title"=>"Portage Template for Water Quality Research", "description"=>"This template provides guidance to researchers who are collecting or generating water quality data. Highly Qualified Personnel (HQP) and students are encouraged to consult with their advisors or principal investigators while completing this template.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"publicly_visible", "customization_of"=>nil, "family_id"=>749158652, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3448, "title"=>"Portage Template for Water Quality Research", "description"=>"This template provides guidance to researchers who are collecting or generating water quality data. Highly Qualified Personnel (HQP) and students are encouraged to consult with their advisors or principal investigators while completing this template.
", "number"=>1, "template_id"=>3469, "modifiable"=>true, "versionable_id"=>"cfd0d847-711a-44cf-8ee8-ac444142777d"}) -Section.create({"id"=>22163, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3448, "modifiable"=>true, "versionable_id"=>"15e93d45-fc9f-4e85-a2c9-da7751a9781d"}) -Question.create({"id"=>68247, "text"=>"Why are you collecting or generating your data?", "default_value"=>nil, "number"=>1, "section_id"=>22163, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"67eed90a-668b-4bca-ab18-58f957cee32c"}) -Annotation.create({"id"=>63981, "question_id"=>68247, "org_id"=>8, "text"=>"Describe the purpose or goal of this project. Is the data collection for a specific study or part of a long-term collection effort? What is the relationship between the data you are collecting and any existing data? Note existing data structure and procedures if building on previous work.", "type"=>"guidance", "versionable_id"=>"be721245-2846-4178-b766-861e5c850b5b"}) -Question.create({"id"=>68248, "text"=>"What types of data will you collect, create, link to, acquire and/or record? Please be specific, including:", "default_value"=>nil, "number"=>2, "section_id"=>22163, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"3202cea2-c97b-486b-83a2-4e0d6333e3dc"}) -Annotation.create({"id"=>63982, "question_id"=>68248, "org_id"=>8, "text"=>"Types of data you may create or capture could include: geospatial layers (shapefiles; may include observations, models, remote sensing, etc.); tabular observational data; field, laboratory, or experimental data; numerical model input data and outputs from numerical models; images; photographs; video.", "type"=>"example_answer", "versionable_id"=>"33df6e31-d265-407e-abd3-eee758360891"}) -Annotation.create({"id"=>63983, "question_id"=>68248, "org_id"=>8, "text"=>"Please also describe the tools and methods that you will use to collect or generate the data. Outline the procedures that must be followed when using these tools to ensure consistent data collection or generation. If possible, include any sampling procedures or modelling techniques you will use to collect or generate your data.
", "type"=>"guidance", "versionable_id"=>"63e9565a-f7f5-4744-92be-bcb6fd752ef9"}) -Question.create({"id"=>68249, "text"=>"Where are you collecting or generating your data (i.e., study area)? Include as appropriate the spatial boundaries, water source type and watershed name.
", "default_value"=>nil, "number"=>3, "section_id"=>22163, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"0ae45d15-9459-482c-bdb5-3fcc91bd5efc"}) -Annotation.create({"id"=>63984, "question_id"=>68249, "org_id"=>8, "text"=>"Try to use pre-existing collection standards, such as the CCME’s Protocols for Water Quality Sampling in Canada, whenever possible.
\r\nIf you will set up monitoring station(s) to continuously collect or sample water quality data, please review resources such as the World Meteorological Organization’s technical report on Water Quality Monitoring and CCME’s Protocols for Water Quality Guidelines in Canada.
", "type"=>"guidance", "versionable_id"=>"2272baa6-458f-469e-886c-b9b785d0f0d4"}) -Question.create({"id"=>68250, "text"=>"Are you using third party data? If so, describe the source of the data including the owner, database or repository DOIs or accession numbers.", "default_value"=>nil, "number"=>4, "section_id"=>22163, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"fb845b73-ae02-4d18-9c92-df383dde46bd"}) -Annotation.create({"id"=>63985, "question_id"=>68250, "org_id"=>8, "text"=>"Include full references or links to the data when possible. Identify any license or use restrictions and ensure that you understand the policies for permitted use, redistribution and derived products.", "type"=>"guidance", "versionable_id"=>"a5495f08-461c-4af9-998d-f95ec2fbf281"}) -Section.create({"id"=>22164, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>2, "phase_id"=>3448, "modifiable"=>true, "versionable_id"=>"0c571421-5307-4fa9-bb80-eabb35d343f4"}) -Question.create({"id"=>68251, "text"=>"Does your project include sensitive data?", "default_value"=>nil, "number"=>1, "section_id"=>22164, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"a2a9fa25-176b-4d44-a3c8-152e18b3ccf6"}) -Annotation.create({"id"=>63986, "question_id"=>68251, "org_id"=>8, "text"=>"Sensitive data is data that carries some risk with its collection. Examples of sensitive data include:
\r\nMethods used to share data will be dependent on the type, size, complexity and degree of sensitivity of data. Outline any problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others.
\r\nDecisions should align with Research Ethics Board requirements. If you are collecting water quality data from Indigenous communities, please also review resources such as the Tri-Council Policy Statement (TCPS2) - Chapter 9: Research Involving the First Nations, Inuit and Métis Peoples of Canada, the First Nations Principles of OCAP, the CARE Principles of Indigenous Data Governance, the National Inuit Strategy on Research, and Negotiating Research Relationships with Inuit Communities as appropriate.
\r\nRestrictions can be imposed by limiting physical access to storage devices, placing data on computers with no access to the Internet, through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox. Read more about data security here: UK Data Service. ", "type"=>"guidance", "versionable_id"=>"8bd94c7f-21de-4184-b266-af91563a45aa"}) -Question.create({"id"=>68253, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>3, "section_id"=>22164, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"c9369fc0-bbee-4892-a1c2-e6a82db29cf8"}) -Annotation.create({"id"=>63988, "question_id"=>68253, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and for how long it should be archived. If you must restrict some data from sharing, consider making the metadata (information about the dataset) available in a public metadata catalogue.
\r\nObtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of your data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources. It is important to consider how the data you are collecting may contribute to future research prior to obtaining research ethics approval since consent will dictate how the data can be used in the immediate study and in perpetuity.
", "type"=>"guidance", "versionable_id"=>"ab0ed679-5fff-472a-af52-324a8d76fac1"}) -Question.create({"id"=>68254, "text"=>"How will you manage other legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>4, "section_id"=>22164, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"82596e39-4cc6-46aa-8dcc-a075f224ca1f"}) -Annotation.create({"id"=>63989, "question_id"=>68254, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are also central to the research process.
\r\nDescribe ownership, licensing, and any intellectual property rights associated with the data. Check your institution's policies for additional guidance in these areas. The University of Waterloo has a good example of an institutional policy on Intellectual Property Rights.
\r\nTerms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"262b3f56-cfb7-4f90-af00-5d573d10b655"}) -Section.create({"id"=>22165, "title"=>"File Management", "description"=>nil, "number"=>3, "phase_id"=>3448, "modifiable"=>true, "versionable_id"=>"2c30a63a-1c2f-4272-aa1d-11847a4c9739"}) -Question.create({"id"=>68255, "text"=>"What file formats will your data be in? Will these formats allow for data re-use, sharing and long-term access to the data? If not, how will you convert these into interoperable formats?", "default_value"=>nil, "number"=>1, "section_id"=>22165, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"af28a425-2068-4230-8af6-d6014601928e"}) -Annotation.create({"id"=>63990, "question_id"=>68255, "org_id"=>8, "text"=>"Data should be collected and stored using machine readable, non-proprietary formats, such as .csv, .json, or .tiff. Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or instrument analysis methods. If a proprietary format must be used, can it be converted to an open format or accessed using free and open source tools?What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?
", "default_value"=>nil, "number"=>2, "section_id"=>22165, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"60c43eee-c012-45f0-9193-065bba52330a"}) -Annotation.create({"id"=>63991, "question_id"=>68256, "org_id"=>8, "text"=>"File names should:
\r\nData Structure:
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"724d59ab-d887-406f-9491-d4028d3a645f"}) -Section.create({"id"=>22166, "title"=>"Documentation and Metadata", "description"=>nil, "number"=>4, "phase_id"=>3448, "modifiable"=>true, "versionable_id"=>"840ef947-99d8-42f7-bd29-2d36886cdd81"}) -Question.create({"id"=>68257, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>22166, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"e1d28f9a-2909-45c8-8e61-aa512f9dc073"}) -Annotation.create({"id"=>63992, "question_id"=>68257, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions and any other contextual information required to make the data usable by other researchers. Elements to document, as applicable, include: research methodology, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, and details of who has worked on the project and performed each task, etc.How will you describe samples collected?
", "default_value"=>nil, "number"=>2, "section_id"=>22166, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"7d973add-2f5f-4869-a46d-91b0bd7506cd"}) -Annotation.create({"id"=>63993, "question_id"=>68258, "org_id"=>8, "text"=>"Include descriptions of sampling procedures and hardware or software used for data collection, including make, model and version where applicable. Sample and replicate labels should have a consistent format (sample number, name, field site, date of collection, analysis requested and preservatives added, if applicable) and a corresponding document with descriptions of any codes or short forms used.
For examples and guidelines, see the CCME Protocols Manual for Water Quality Sampling in Canada (taxonomy example p. 11, general guidelines p. 32-33).
Consistency, relevance and cost-efficiency are key factors of sample collection and depend on the scope of the project. For practical considerations, see “4.3 Step 3. Optimizing Data Collection and Data Quality” in the CCME Guidance Manual for Optimizing Water Quality Monitoring Program Design.
How will you analyze and interpret the water quality data?
", "default_value"=>nil, "number"=>3, "section_id"=>22166, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"f2239dc5-45e2-4b8e-8eac-f4007daeff46"}) -Annotation.create({"id"=>63994, "question_id"=>68259, "org_id"=>8, "text"=>"It is important to have a standardized data analysis procedure and metadata detailing both the collection and analysis of the data. For guidance see “4.4 Step 4. Data Analysis, Interpretation and Evaluation” in the CCME Guidance Manual for Optimizing Water Quality Monitoring Program Design.
If you will collect or analyze data as part of a wider program, such as the Canadian Aquatic Biomonitoring Network, include links to the appropriate guidance documents.
What kind of Quality Assurance/Quality Control procedures are you planning to do?
", "default_value"=>nil, "number"=>4, "section_id"=>22166, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"6fb37f0d-2728-446f-bb7b-8265dc43ea4a"}) -Annotation.create({"id"=>63995, "question_id"=>68260, "org_id"=>8, "text"=>"Include documentation about what QA/QC procedures will be performed. For guidance see “1.3 QUALITY ASSURANCE/CONTROL IN SAMPLING” in the CCME Integrated guidance manual of sampling protocols for water quality monitoring in Canada or the Quality-Control Design for Surface-Water Sampling in the National Water-Quality Network from the USGS.
", "type"=>"guidance", "versionable_id"=>"e884ea5b-f3b7-4037-943a-bb922a3b035f"}) -Question.create({"id"=>68261, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>5, "section_id"=>22166, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"7b00c0b5-cb80-4df1-b2ed-70f98d79db2f"}) -Annotation.create({"id"=>63996, "question_id"=>68261, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Writing guidelines or instructions for the documentation process will enhance adoption and consistency among contributors. Often, resources you have already created can contribute to this (e.g., laboratory Standard Operating Procedures (SOPs), recommended textbooks, publications, websites, progress reports, etc.).List any metadata standard(s) and/or tools you will use to document and describe your data:
", "default_value"=>nil, "number"=>6, "section_id"=>22166, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"d01d2655-31d5-49a1-88a0-64caf9dd6529"}) -Annotation.create({"id"=>63997, "question_id"=>68262, "org_id"=>8, "text"=>"Water Quality metadata standards:
\r\nEcological metadata standards:
\r\nGeographic metadata standards:
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"example_answer", "versionable_id"=>"d2a93ca3-2303-49ec-842e-baf6d577e5a5"}) -Annotation.create({"id"=>63998, "question_id"=>68262, "org_id"=>8, "text"=>"Metadata describes a dataset and provides vital information such as owner, description, keywords, etc. that allow data to be shared and discovered effectively. Researchers are encouraged to adopt commonly used and interoperable metadata schemas (general or domain-specific), which focus on the exchange of data via open spatial standards. Dataset documentation should be provided in a standard, machine readable, openly-accessible format to enable the effective exchange of information between users and systems.
", "type"=>"guidance", "versionable_id"=>"6740bdb4-ef76-4f1d-98fe-f37786af661e"}) -Question.create({"id"=>68263, "text"=>"If the metadata standard will be modified, please explain how you will modify the standard to meet your needs.", "default_value"=>nil, "number"=>7, "section_id"=>22166, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"e85efaa9-5617-4edd-8c6d-85de20c2d03d"}) -Annotation.create({"id"=>63999, "question_id"=>68263, "org_id"=>8, "text"=>"Deviation from existing metadata standards should only occur when necessary. If this is the case, please document these deviations so that others can recreate your process.", "type"=>"guidance", "versionable_id"=>"884d4577-d7a3-40c4-9bab-e9d47c1eca1b"}) -Question.create({"id"=>68264, "text"=>"How will you make sure that metadata is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>8, "section_id"=>22166, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"b828b1b7-c349-4a2b-a550-beea4bc788e2"}) -Annotation.create({"id"=>64000, "question_id"=>68264, "org_id"=>8, "text"=>"Once a standard has been chosen, it is important that data collectors have the necessary tools to properly create or capture the metadata. Audits of collected metadata should occur at specific time intervals (e.g., bi-weekly) to ensure metadata is created properly and captured consistently throughout the project.How and where will your data be stored and backed up during your research project?
", "default_value"=>nil, "number"=>2, "section_id"=>22167, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"bd303b55-27c4-4f2c-9cb6-d91e96708b79"}) -Annotation.create({"id"=>64002, "question_id"=>68266, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule: Have at least three copies of your data; store the copies on two different media; keep one backup copy offsite. Data may be stored using optical or magnetic media, which can be removable (e.g., DVD and USB drives), fixed (e.g., desktop or laptop hard drives), or networked (e.g., networked drives or cloud-based servers such as Compute Canada). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
Raw data should be preserved and never altered. Some options for preserving raw data are storing on a read-only drive or archiving the raw, unprocessed data. The preservation of raw data should be included in the data collection process and backup procedures.
Examples of further information on storage and backup practices are available from the University of Toronto and the UK Data Service.
In general, data collected using public funds should be preserved for future discovery and reuse. As you develop your data sharing strategy you will want to consider the following:
", "number"=>7, "phase_id"=>3448, "modifiable"=>true, "versionable_id"=>"63b58dbe-0928-409d-973f-e865180ca465"}) -Question.create({"id"=>68271, "text"=>"Do you, your institution or collaborators have an existing data sharing strategy?", "default_value"=>nil, "number"=>1, "section_id"=>22169, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"0f48263a-dd45-4c97-a1ad-a5a341bc9a99"}) -Annotation.create({"id"=>64007, "question_id"=>68271, "org_id"=>8, "text"=>"Use all or parts of existing strategies to meet your requirements.", "type"=>"guidance", "versionable_id"=>"cff070f3-8808-4cfe-94b0-2cefc7118354"}) -Question.create({"id"=>68272, "text"=>"Are there restrictions on sharing due to ethics or legal constraints?", "default_value"=>nil, "number"=>2, "section_id"=>22169, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"51d57e5a-f9a7-483d-854b-5e51c128d704"}) -Annotation.create({"id"=>64008, "question_id"=>68272, "org_id"=>8, "text"=>"In these instances, it is critical to assess whether data can or should be shared. It is necessary to comply with:
\r\nNote: If raw or identifiable data cannot be shared, is it possible to share aggregated data, or to de-identify your data, or coarsen location information for sharing? If data cannot be shared, consider publishing descriptive metadata (data about the data), documentation and contact information that will allow others to discover your work.
", "type"=>"guidance", "versionable_id"=>"0555c6e1-8182-4a14-8312-4d2420f991c8"}) -Question.create({"id"=>68273, "text"=>"What data will you be sharing and in what form? (e.g., raw, processed, analyzed, final).", "default_value"=>nil, "number"=>3, "section_id"=>22169, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"0a33b3d9-f0fe-4a9a-8448-622cc4737eb0"}) -Annotation.create({"id"=>64009, "question_id"=>68273, "org_id"=>8, "text"=>"Think about what data needs to be shared to meet institutional or funding requirements, and what data may be restricted because of confidentiality, privacy, or intellectual property considerations.
\r\nDomain-specific repositories for water quality data include:
\r\nGeneral Repositories:
\r\nOther resources:
\r\nPossibilities include: data registries, repositories, indexes, word-of-mouth, publications. How will the data be accessed (Web service, ftp, etc.)? One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications. The Digital Curation Centre provides a detailed guide on data citation. Some repositories also create links from datasets to their associated papers, increasing the visibility of the publications. Read more at the National Institutes of Health’s Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support.
\r\nContact librarians at your institution for assistance in making your dataset visible and easily accessible, or reach out to the Portage DMP Coordinator at support@portagenetwork.ca. ", "type"=>"guidance", "versionable_id"=>"19ff75d4-cec0-4862-885c-4d0e7025584b"}) -Template.create!({"id"=>3470, "title"=>"Portage Template for Systematic Reviews", "description"=>"This template provides general guidance for those who are undertaking systematic reviews. It is suggested that different team members contribute to the DMP based on the stage of the review process in which they will be involved in creating data.
\r\nFor additional guidance and examples, please see the online research guide located at https://library.ucalgary.ca/dmpforsr.
\r\nThe PRISMA-P for systematic review protocols is a tool that may help with planning and describing your data management process. It requires you to specify which databases you’ll search, present a draft search strategy, report your inclusion/exclusion criteria, as well as procedures for all stages of your review. This information can be included in various sections of your DMP.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"publicly_visible", "customization_of"=>nil, "family_id"=>844747218, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3449, "title"=>"Portage Template for Systematic Reviews", "description"=>"This template provides general guidance for those who are undertaking systematic reviews. It is suggested that different team members contribute to the DMP based on the stage of the review process in which they will be involved in creating data.
\r\nFor additional guidance and examples, please see the online research guide located at https://library.ucalgary.ca/dmpforsr.
\r\nThe PRISMA-P for systematic review protocols is a tool that may help with planning and describing your data management process. It requires you to specify which databases you’ll search, present a draft search strategy, report your inclusion/exclusion criteria, as well as procedures for all stages of your review. This information can be included in various sections of your DMP.
", "number"=>1, "template_id"=>3470, "modifiable"=>true, "versionable_id"=>"0d1d139e-4ede-49ee-8281-556793a533a5"}) -Section.create({"id"=>22170, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3449, "modifiable"=>true, "versionable_id"=>"9ad876f8-6741-48d8-8685-23b7f3c8adc4"}) -Question.create({"id"=>68278, "text"=>"What types of data will you collect, create, link to, acquire and/or record in each of the different stages of the systematic review?
", "default_value"=>nil, "number"=>1, "section_id"=>22170, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"2fd7a6fa-dd7d-4aa0-b726-1499a1ea8924"}) -Annotation.create({"id"=>64014, "question_id"=>68278, "org_id"=>8, "text"=>"The types of data you collect may include: literature database records; PDFs of articles; quantitative and qualitative data extracted from individual studies; a document describing your study protocol or other methods.
", "type"=>"example_answer", "versionable_id"=>"2b85425d-938b-49a2-a4be-0a3a5f1ecfc6"}) -Annotation.create({"id"=>64015, "question_id"=>68278, "org_id"=>8, "text"=>"For a systematic review (or other knowledge synthesis types of studies), data includes the literature you find, the data that you extract from it, and the detailed methods and information that would allow someone else to reproduce your results. To identify the data that will be collected or generated by your research project, start by thinking of the different stages of a systematic review and how you are going to approach each: planning/protocol, data collection (literature searching), study selection (screening), data extraction, risk of bias assessment, synthesis, manuscript preparation.
", "type"=>"guidance", "versionable_id"=>"c6864630-0ce9-4b53-8e34-26090f34f990"}) -Question.create({"id"=>68279, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?
", "default_value"=>nil, "number"=>2, "section_id"=>22170, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"83124d6c-ebcd-40ec-ab94-f54233677ad5"}) -Annotation.create({"id"=>64016, "question_id"=>68279, "org_id"=>8, "text"=>"Word, RTF, PDF, etc.: project documents, notes, drafts, review protocol, line-by-line search strategies, PRISMA or other reporting checklists; included studies
\r\nRIS, BibTex, XML, txt: files exported from literature databases or tools like Covidence
\r\nExcel (xlsx, csv): search tracking spreadsheets, screening/study selection/appraisal worksheets, data extraction worksheets; meta-analysis data
\r\nNVivo: qualitative synthesis data
\r\nTIF, PNG, etc.: images and figures
\r\nFor more in-depth guidance, see “Data Collection” in the University of Calgary Library Guide.
", "type"=>"example_answer", "versionable_id"=>"906c49e0-9a82-41a3-a3d8-48ba83a085eb"}) -Annotation.create({"id"=>64017, "question_id"=>68279, "org_id"=>8, "text"=>"If you plan to use systematic review software or reference management software for screening and data management, indicate which program you will use, and what format files will be saved/exported in.
\r\nKeep in mind that proprietary file formats will require team members and potential future users of the data to have the relevant software to open or edit the data. While you may prefer to work with data in a proprietary format, files should be converted to non-proprietary formats wherever possible at the end of the project. Read more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"417fbad7-eb14-486d-80df-ad1f892dc970"}) -Question.create({"id"=>68280, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>22170, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"0e9184ce-5605-460f-8c84-e0e1baf29e22"}) -Annotation.create({"id"=>64018, "question_id"=>68280, "org_id"=>8, "text"=>"Suggested format - PDF full-texts of included studies: AuthorLastName_Year_FirstThreeWordsofTitle
\r\nExample: Sutton_2019_MeetingTheReview
\r\nSuggested format - screening file for reviewers: ProjectName_TaskName_ReviewerInitials
\r\nExample: PetTherapy_ScreeningSet1_ZP
\r\nFor more examples, see “Data Collection” in the University of Calgary Library Guide.", "type"=>"example_answer", "versionable_id"=>"1ef72f27-fb5f-4c39-bb86-38cd21e62b76"}) -Annotation.create({"id"=>64019, "question_id"=>68280, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. Logical file structures, informative naming conventions, and clear indications of file versions, all help ensure that you and your research team are using the appropriate version of your data, and will minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Archive.
\r\nConsider a naming convention that includes: the project name and date using the ISO standard for dates as required elements and stage of review/task, version number, creator’s initials, etc. as optional elements as necessary.", "type"=>"guidance", "versionable_id"=>"22c74bf1-1733-4d6b-8fe5-05a09e310270"}) -Section.create({"id"=>22171, "title"=>"Documentation and Metadata", "description"=>nil, "number"=>2, "phase_id"=>3449, "modifiable"=>true, "versionable_id"=>"2f922900-4a7c-4eaa-a398-c5a2c2ca34fc"}) -Question.create({"id"=>68281, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>22171, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"15a2de00-26c5-4d0d-8acd-534d5b250770"}) -Annotation.create({"id"=>64020, "question_id"=>68281, "org_id"=>8, "text"=>"Good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc. Some of this should already be in your protocol. For specific examples for each stage of the review, see “Documentation and Metadata” in the University of Calgary Library Guide.", "type"=>"guidance", "versionable_id"=>"f4515319-3c4e-4327-bed9-edccf9b61215"}) -Question.create({"id"=>68282, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>22171, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"f4eb6e08-3ff5-4e83-9488-c9229fe0de4d"}) -Annotation.create({"id"=>64021, "question_id"=>68282, "org_id"=>8, "text"=>"Where will the process and procedures for each stage of your review be kept and shared? Will the team have a shared workspace?
\r\nWho will be responsible for documenting each stage of the review? Team members responsible for each stage of the review should add the documentation at the conclusion of their work on a particular stage, or as needed. Refer back to the data collection guidance for examples of the types of documentation that need to be created.
\r\nOften, resources you've already created can contribute to this (e.g. your protocol). Consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation.
", "type"=>"guidance", "versionable_id"=>"dd286571-41dd-4ade-bf2b-553a283fa2bd"}) -Question.create({"id"=>68283, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>22171, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"ed810b2c-ce77-4e39-a5d5-71bbeb3901b4"}) -Annotation.create({"id"=>64022, "question_id"=>68283, "org_id"=>8, "text"=>"Most systematic reviews will likely not use a metadata standard, but if you are looking for a standard to help you code your data, see the Digital Curation Centre’s list of disciplinary metadata standards.", "type"=>"guidance", "versionable_id"=>"d7392589-7bd6-464c-b814-642b8656f8b8"}) -Section.create({"id"=>22172, "title"=>"Storage and Backup", "description"=>nil, "number"=>3, "phase_id"=>3449, "modifiable"=>true, "versionable_id"=>"4e79f51b-626c-4a7f-a2b4-33d9106a1185"}) -Question.create({"id"=>68284, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>22172, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"f63f739e-d54a-4520-a6cf-c06c139de257"}) -Annotation.create({"id"=>64023, "question_id"=>68284, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time. A long-term storage plan is necessary if you intend to retain your data after the research project or update your review at a later date.
\r\nA systematic review project will not typically require more than a few GB of storage space; these needs can be met by most common storage solutions, including shared servers.
", "type"=>"guidance", "versionable_id"=>"235858de-6e88-4cb7-b721-4d937cc513f4"}) -Question.create({"id"=>68285, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>22172, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"7252dd86-8ad5-4115-ae2e-e75377e3b64e"}) -Annotation.create({"id"=>64024, "question_id"=>68285, "org_id"=>8, "text"=>"Will you want to update and republish your review? If so, a permanent storage space is necessary. If your meta-analysis includes individual patient-level data, you will require secure storage for that data. If you are not working with sensitive data, a solution like Dropbox or Google Drive may be acceptable. Consider who should have control over the shared account. Software to facilitate the systematic review process or for citation management such as Covidence or Endnote may be used for active data storage of records and PDFs.
\r\nThe risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule: Have at least three copies of your data; store the copies on two different media; keep one backup copy offsite.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Archive.", "type"=>"guidance", "versionable_id"=>"2b5808d5-325e-482b-a7f0-a66019450fff"}) -Question.create({"id"=>68286, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>22172, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"ff5c5f57-cf14-4bfc-9776-af2f45adf5ad"}) -Annotation.create({"id"=>64025, "question_id"=>68286, "org_id"=>8, "text"=>"If your meta-analysis includes individual patient-level data, you will require secure storage for that data. As most systematic reviews typically do not involve sensitive data, you likely don’t need secure storage. A storage space such as Dropbox or Google Drive should be acceptable, as long as it is only shared among team members. Consider who will retain access to the shared storage space and for how long. Consider who should be the owner of the account. If necessary, have a process for transferring ownership of files in the event of personnel changes.
\r\nAn ideal solution is one that facilitates cooperation and ensures data security, yet is able to be adopted by users with minimal training. Relying on email for data transfer is not a robust or secure solution.
", "type"=>"guidance", "versionable_id"=>"12637bc9-df40-4731-adf1-6edf76873934"}) -Section.create({"id"=>22173, "title"=>"Preservation", "description"=>nil, "number"=>4, "phase_id"=>3449, "modifiable"=>true, "versionable_id"=>"6af4d167-5465-4b33-9383-4d3778202454"}) -Question.create({"id"=>68287, "text"=>"Where will you deposit your data for long-term preservation and sharing at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>22173, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"1116dc4c-dc26-43e3-b0f4-a6876e5663e7"}) -Annotation.create({"id"=>64026, "question_id"=>68287, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. Consider what you want to share long-term vs. what you need to keep long-term; these might be two separately stored data sets.
\r\nLong-term preservation is an important aspect to consider for systematic reviews as they may be rejected and need to be reworked/resubmitted, or the authors may wish to publish an updated review in a few years’ time (this is particularly important given the increased interest in the concept of a ‘living systematic review’).
\r\nFor more detailed guidance, and some suggested repositories, see “Long-Term Preservation” on the University of Calgary Library Guide.", "type"=>"guidance", "versionable_id"=>"428aa567-3c1f-417d-940c-c3c8f81d2ed4"}) -Question.create({"id"=>68288, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, file integrity, and the inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>22173, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"1556da15-c781-48ce-8a9b-5c73f359f606"}) -Annotation.create({"id"=>64027, "question_id"=>68288, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data.
\r\nKeep in mind that converting files from proprietary to non-proprietary formats may lose information or affect functionality. If this is a concern, you can archive both a proprietary and non-proprietary version of the file. Always document any format changes between files when sharing preservation copies.
", "type"=>"guidance", "versionable_id"=>"cac04bab-88be-4706-8caa-08c7e09c03f2"}) -Section.create({"id"=>22174, "title"=>"Sharing and Reuse", "description"=>nil, "number"=>5, "phase_id"=>3449, "modifiable"=>true, "versionable_id"=>"76ee8f2f-6104-46b1-b66f-44bcbbb194ef"}) -Question.create({"id"=>68289, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>22174, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"e0ad928d-fafc-42cc-8f06-eef6451a29dd"}) -Annotation.create({"id"=>64028, "question_id"=>68289, "org_id"=>8, "text"=>"Examples of what should be shared:
\r\nRaw data are directly obtained from the instrument, simulation or survey.
\r\nProcessed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables.
\r\nAnalyzed data are the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
\r\nFinal data are processed data that have, if needed, been converted into a preservation-friendly format. ", "type"=>"guidance", "versionable_id"=>"95e5feed-78ec-4d16-a8bd-03e13f675175"}) -Question.create({"id"=>68290, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>22174, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"ae912110-1786-4945-a9b6-746e530a16e8"}) -Annotation.create({"id"=>64030, "question_id"=>68290, "org_id"=>8, "text"=>"There are several types of standard licenses available to researchers, such as the Creative Commons or Open Data Commons licenses. Even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0. More about data licensing: UK Data Curation Centre.", "type"=>"example_answer", "versionable_id"=>"759efd53-1b5f-4916-bec6-9a42bd220a0d"}) -Annotation.create({"id"=>64031, "question_id"=>68290, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. You may also want to check the requirements of any journals you plan to submit to - do they require data associated with your manuscript to be made public? Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
\r\nConsider whether attribution is important to you; if so, select a license whose terms require that data used by others be properly attributed to the original authors. Include a copy of your end-user license with your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>"43bfd892-7d3c-47ec-8335-552a5f0cf3c4"}) -Question.create({"id"=>68291, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>22174, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"056755c9-0fbf-43b4-a035-674b01d0bd10"}) -Annotation.create({"id"=>64032, "question_id"=>68291, "org_id"=>8, "text"=>"The datasets analysed during the current study are available in the University of Calgary’s PRISM Dataverse repository, [https://doi.org/exampledoi].", "type"=>"example_answer", "versionable_id"=>"7bb8512c-d093-42ee-86c5-99ecc2e22c7f"}) -Annotation.create({"id"=>64033, "question_id"=>68291, "org_id"=>8, "text"=>"Choose a repository that offers persistent identifiers such as a DOI. These are persistent links that provide stable long-term access to your data. Ensure you put a data availability statement in your article, with proper citation to the location of your data. If possible, put this under its own heading. If the journal does not use this heading in its formatting, you could include this information in your Methods section or as a supplementary file you provide.", "type"=>"guidance", "versionable_id"=>"c0ba68a1-9513-4a65-9c79-41a52cd86126"}) -Section.create({"id"=>22175, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>6, "phase_id"=>3449, "modifiable"=>true, "versionable_id"=>"4811dbed-e36e-498c-96a6-a9fe2c69e7b5"}) -Question.create({"id"=>68292, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>22175, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"ac74dd66-c4ea-4fde-8102-6c768dc17154"}) -Annotation.create({"id"=>64034, "question_id"=>68292, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the time frame associated with these staff responsibilities and any training needed to prepare staff for these duties. Systematic review projects have stages, which can act as great reminders to ensure that data associated with each stage are made accessible to other project members in a timely fashion. ", "type"=>"guidance", "versionable_id"=>"47a7ee40-c5b2-444a-be1c-4f0e53a9dcad"}) -Question.create({"id"=>68293, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>22175, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"d7b8cfef-a2b7-4e64-8e2b-c47d73de9d7f"}) -Annotation.create({"id"=>64035, "question_id"=>68293, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves. Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
\r\nIf data is deposited into a shared space as each stage of the review is completed, there is greater likelihood that the team has all of the data necessary to successfully handle personnel changes. NOTE: Shared storage spaces such as Dropbox and Google drive are attached to an individual’s account and storage capacity so consideration needs to be given as to who should be the primary account holder for the shared storage space, and how data will be transferred to another account if that person leaves the team.", "type"=>"guidance", "versionable_id"=>"7c53d22a-4372-47a6-a4b2-f230c0aa2f25"}) -Question.create({"id"=>68294, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>22175, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"9c64e08e-983d-4166-8b1b-19eec17ead9b"}) -Annotation.create({"id"=>64036, "question_id"=>68294, "org_id"=>8, "text"=>"Consider the cost of systematic review management software and citation management software if you are applying for a grant, as well as the cost for shared storage space, if needed. What training do you or your team need to ensure that everyone is able to adhere to the processes/policies outlined in the data management plan? ", "type"=>"guidance", "versionable_id"=>"eb5dde84-85fb-48d4-8aa8-1c586eb9d2cb"}) -Section.create({"id"=>22176, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>7, "phase_id"=>3449, "modifiable"=>true, "versionable_id"=>"2c9e65b4-3d96-4e85-9e03-10c35d3cb746"}) -Question.create({"id"=>68295, "text"=>"If your project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>22176, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"9ea9f2cb-a445-492a-9609-3a607afb0c25"}) -Annotation.create({"id"=>64037, "question_id"=>68295, "org_id"=>8, "text"=>"Most reviews do not include sensitive data, but if you are using individual patient-level data in your meta-analysis there may be data sharing agreements that are required between institutions. These approvals require coordination with the legal teams between multiple institutions and will necessitate secure data management practices. This type of data will not be open for sharing. Sensitive data should never be shared via email or cloud storage services such as Dropbox.", "type"=>"guidance", "versionable_id"=>"3c2e2065-1523-40a1-be22-f86d43044517"}) -Question.create({"id"=>68296, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>22176, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"90a20a96-eb7f-4cb7-a9cd-6d2b45284c6c"}) -Annotation.create({"id"=>64038, "question_id"=>68296, "org_id"=>8, "text"=>"Systematic reviews generally do not generate sensitive data, however, it may be useful for different readers (e.g., funders, ethics boards) if you explicitly indicate that you do not expect to generate sensitive data.", "type"=>"guidance", "versionable_id"=>"35637df8-7976-410a-aa66-de8d7a8e8722"}) -Question.create({"id"=>68297, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>22176, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"8b233ea9-04ed-4453-8f6c-fc3e7b380732"}) -Annotation.create({"id"=>64039, "question_id"=>68297, "org_id"=>8, "text"=>"Be aware that PDF articles and even database records used in your review may be subject to copyright. You can store them in your group project space, but they should not be shared as part of your open dataset.
\r\nIf you are reusing others’ published datasets as part of your meta-analysis, ensure that you are complying with any applicable licences on the original dataset, and properly cite that dataset.
", "type"=>"guidance", "versionable_id"=>"a031e6c2-0cc4-4b67-ab7f-da6f74dd4791"}) -Template.create!({"id"=>3471, "title"=>"Portage Template for Studying Molecular Interactions", "description"=>"The following template is intended for research projects combining experimental (scientific) methods with computer modeling/simulation to study molecular interactions.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"publicly_visible", "customization_of"=>nil, "family_id"=>674550998, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3450, "title"=>"Portage Template for Studying Molecular Interactions", "description"=>"The following template is intended for research projects combining experimental (scientific) methods with computer modeling/simulation to study molecular interactions.
", "number"=>1, "template_id"=>3471, "modifiable"=>true, "versionable_id"=>"6ab2d2c7-c1d4-4379-b478-c8edfab0e98e"}) -Section.create({"id"=>22177, "title"=>"Data Production", "description"=>nil, "number"=>1, "phase_id"=>3450, "modifiable"=>true, "versionable_id"=>"30ab6347-9286-4236-b292-c12f3471765a"}) -Question.create({"id"=>68298, "text"=>"What type(s) of data will be produced and in what format(s)?", "default_value"=>nil, "number"=>1, "section_id"=>22177, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"ab67b7f4-714b-4da2-af3c-60411169fa9f"}) -Annotation.create({"id"=>64040, "question_id"=>68298, "org_id"=>8, "text"=>"Examples of experimental image data may include: Magnetic Resonance (MR), X-ray, Fluorescent Resonance Energy Transfer (FRET), Fluorescent Lifetime Imaging (FLIM), Atomic-Force Microscopy (AFM), Electron Paramagnetic Resonance (EPR), Laser Scanning Microscope (LSM), Extended X-ray Absorption Fine Structure (EXAFS), Femtosecond X-ray, Raman spectroscopy, or other digital imaging methods. ", "type"=>"example_answer", "versionable_id"=>"80386c7d-6d15-4c8c-b70a-9782970c3820"}) -Annotation.create({"id"=>64041, "question_id"=>68298, "org_id"=>8, "text"=>"Describe the type(s) of data that will be collected, such as: text, numeric (ASCII, binary), images, and animations.
\r\nList the file formats you expect to use. Keep in mind that some file formats are optimal for the long-term preservation of data, for example, non-proprietary formats such as text ('.txt'), comma-separated ('.csv'), TIFF (‘.tiff’), JPEG (‘.jpg’), and MPEG-4 (‘.m4v’, ‘mp4’). Files converted from one format to another for archiving and preservation may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented. Guidance on file formats recommended for sharing and preservation are available from the UK Data Service, Cornell’s Digital Repository, the University of Edinburgh, and the University of British Columbia. ", "type"=>"guidance", "versionable_id"=>"4c249ccd-12cf-4049-b06c-207bb7892b50"}) -Question.create({"id"=>68299, "text"=>"Does this project involve the use or analysis of secondary data? What is the data-sharing arrangement for these data?", "default_value"=>nil, "number"=>2, "section_id"=>22177, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"3c4a84ea-35ab-4e3c-9481-6658e44c47b8"}) -Annotation.create({"id"=>64042, "question_id"=>68299, "org_id"=>8, "text"=>"Describe any secondary data you expect to reuse. List any available documentation, licenses, or terms of use assigned. If the data have a DOI or unique accession number, include that information and the name of the repository or database that holds the data. This will allow you to easily navigate back to the data, and properly cite and acknowledge the data creators in any publication or research output.
\r\nFor data that are not publicly available, you may have entered into a data-sharing arrangement with the data owner, which should be noted here. A data-sharing arrangement describes what data are being shared and how the data can be used. It can be a license agreement or any other formal agreement, for example, an agreement to use copyright-protected data.
", "type"=>"guidance", "versionable_id"=>"dcc9b366-e2cb-4c4a-bca1-1f04b0cd0d9f"}) -Annotation.create({"id"=>64043, "question_id"=>68299, "org_id"=>8, "text"=>"An example of experimental data from a secondary data source may be structures or parameters obtained from Protein Data Bank (PDB).
\r\nExamples of computational data and data sources may include: log files, parameters, structures, or trajectory files from previous modeling/simulations or tests.
", "type"=>"example_answer", "versionable_id"=>"fd6a7d30-85b2-4b7f-ba9a-96866b5721bb"}) -Question.create({"id"=>68300, "text"=>"What tools, devices, platforms, and/or software packages will be used to generate and manipulate data during the project?", "default_value"=>nil, "number"=>3, "section_id"=>22177, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"7f80ec41-591c-4737-8408-1a97ce128e49"}) -Annotation.create({"id"=>64044, "question_id"=>68300, "org_id"=>8, "text"=>"List all devices and/or instruments and describe the experimental setup (if applicable) that will be utilized to collect empirical data. For commercial instruments or devices, indicate the brand, type, and other necessary characteristics for identification. For a home-built experimental setup, list the components, and describe the functional connectivity. Use diagrams when essential for clarity.
\r\nIndicate the program and software package with the version you will use to prepare a structure or a parameter file for modeling or simulation. If web-based services such as FALCON@home, ProModel, CHARMM-GUI, etc. will be used to prepare or generate data, provide details such as the name of the service, URL, version (if applicable), and description of how you plan to use it.
\r\nIf you plan to use your own software or code, specify where and how it can be obtained to independently verify computational outputs and reproduce figures by providing the DOI, link to GitHub, or another source. Specify if research collaboration platforms such as CodeOcean, or WholeTale will be used to create, execute, and publish computational findings. ", "type"=>"guidance", "versionable_id"=>"f084e269-7304-4fac-b32b-ac62b0acf88e"}) -Question.create({"id"=>68301, "text"=>"Describe the data flow through the entire project. What steps will you take to increase the likelihood that your results will be reproducible?", "default_value"=>nil, "number"=>4, "section_id"=>22177, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"37dd29f3-612e-466f-80d6-4a386d2cf598"}) -Annotation.create({"id"=>64045, "question_id"=>68301, "org_id"=>8, "text"=>"Reproducible computational practices are critical to continuing progress within the discipline. At a high level, describe the steps you will take to ensure computational reproducibility in your project, including the operations you expect to perform on the data, and the path taken by the data through systems, devices, and/or procedures. Describe how an instrument response function will be obtained, and operations and/or procedures through which data (research and computational outputs) can be replicated. Indicate what documentation will be provided to ensure the reproducibility of your research and computational outputs.", "type"=>"guidance", "versionable_id"=>"f688b884-f96e-4757-ab52-c5af219f3bf5"}) -Annotation.create({"id"=>64046, "question_id"=>68301, "org_id"=>8, "text"=>"Some examples of data procedures include: data normalization, data fitting, data convolution, or Fourier transformation.
\r\nExamples of documentation may include: syntax, code, algorithm(s), parameters, device log files, or manuals.
", "type"=>"example_answer", "versionable_id"=>"994ee138-55e1-4404-82b3-57e2878e029c"}) -Section.create({"id"=>22178, "title"=>"Documentation and Metadata", "description"=>nil, "number"=>2, "phase_id"=>3450, "modifiable"=>true, "versionable_id"=>"04d3a032-fbc9-440d-89e5-5bf25780efac"}) -Question.create({"id"=>68302, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>22178, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"f0604451-12b1-47f9-8e12-c73cd389af5e"}) -Annotation.create({"id"=>64047, "question_id"=>68302, "org_id"=>8, "text"=>"Documentation can be provided in the form of a README file with information to ensure the data can be correctly interpreted by you or by others when you share or publish your data. Typically, a README file includes a description (or abstract) of the study, and any other contextual information required to make data usable by other researchers. Other information could include: research methodology used, variable definitions, vocabularies, units of measurement, assumptions made, format and file type of the data, a description of the data origin and production, an explanation of data file formats that were converted, a description of data analysis performed, a description of the computational environment, references to external data sources, details of who worked on the project and performed each task. Further guidance on writing README files is available from the University of British Columbia (UBC) and Cornell University.
\r\nConsider also saving detailed information during the course of the project in a log file. A log file will help to manage and resolve issues that arise during a project and prioritize the response to them. It may include events that occur in an operating system, messages between users, run time and error messages for troubleshooting. The level of detail in a log file depends on the complexity of your project.
", "type"=>"guidance", "versionable_id"=>"a961d0b7-d516-4014-b774-8174d3336c95"}) -Question.create({"id"=>68303, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project? What approaches will be employed by the research team to access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>2, "section_id"=>22178, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"a5d6a7d4-9ebd-441c-abc3-9d3fb01babd7"}) -Annotation.create({"id"=>64048, "question_id"=>68303, "org_id"=>8, "text"=>"Consider how you will capture this information in advance of data production and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
\r\nDescribe how data will be shared and accessed by the members of the research group during the project. Provide details of the data management service or tool (name, URL) that will be utilized to share data with the research group (e.g. Open Science Framework [OSF] or Radiam).", "type"=>"guidance", "versionable_id"=>"8c3497f9-7a59-4df4-acf3-3dead8eeaac3"}) -Question.create({"id"=>68304, "text"=>"If you are using a metadata standard and/or online tools to document and describe your data, please list them here.
", "default_value"=>nil, "number"=>3, "section_id"=>22178, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"705e04e3-8143-4627-a71e-ca8b163ce2d5"}) -Annotation.create({"id"=>64049, "question_id"=>68304, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in a standard, machine-readable, openly-accessible format to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. Read more about metadata standards here: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>"9214a907-2d2b-4529-82e0-6b4430bd1ff8"}) -Section.create({"id"=>22179, "title"=>"Storage and Backup", "description"=>nil, "number"=>3, "phase_id"=>3450, "modifiable"=>true, "versionable_id"=>"756c8000-9858-4708-a8a1-87bef623f457"}) -Question.create({"id"=>68305, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>22179, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"6f893e83-b902-4936-91a1-54ac849a0278"}) -Annotation.create({"id"=>64050, "question_id"=>68305, "org_id"=>8, "text"=>"Storage-space estimates should consider requirements for file versioning, backups, and growth over time. If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project. ", "type"=>"guidance", "versionable_id"=>"9a9335a3-8b84-486f-b40e-1ff7c00acee5"}) -Question.create({"id"=>68306, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>22179, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"5b99e052-4eb8-4388-8ec2-a2937c6f88f2"}) -Annotation.create({"id"=>64051, "question_id"=>68306, "org_id"=>8, "text"=>"Data may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nThe risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:\r\nConsider which data need to be shared to meet institutional, funding, or industry requirements. Consider which data will need to be restricted because of data-sharing arrangements with third parties, or other intellectual property considerations.
In this context, data might include research and computational findings, software, code, algorithms, or any other outputs (research or computational) that may be generated during the project. Research outputs might be in the form of:
Possibilities include: data registries, data repositories, indexes, word-of-mouth, and publications. If possible, choose to archive your data in a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure stable access to the dataset and make it retrievable by various discovery tools.
\r\nOne of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation. Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications. ", "type"=>"guidance", "versionable_id"=>"7bb7b378-5516-472f-bf7e-0b582154dd96"}) -Question.create({"id"=>68309, "text"=>"If you will use your own code or software in this project, describe your strategies for sharing it with other researchers.", "default_value"=>nil, "number"=>3, "section_id"=>22180, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"03939b11-2489-45ee-9f9f-cdc6c7b039bf"}) -Annotation.create({"id"=>64054, "question_id"=>68309, "org_id"=>8, "text"=>"Some strategies for sharing include:
Which data (research and computational outputs) will be retained after the completion of the project? Where will your research data be archived for the long-term? Describe your strategies for long-term data archiving.
", "default_value"=>nil, "number"=>4, "section_id"=>22180, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"be3e6cf4-6936-402c-b78a-7331217c329a"}) -Annotation.create({"id"=>64055, "question_id"=>68310, "org_id"=>8, "text"=>"In cases where only selected data will be retained, indicate the reason(s) for this decision. These might include legal, physical preservation issues or other requirements to keep or destroy data.
\r\nThere are general-purpose data repositories available in Canada, such as Scholars Portal Dataverse, and the Federated Research Data Repository (FRDR), which have preservation policies in place. Many research disciplines also have dedicated repositories. Scientific Data, for example, provides a list of repositories for scientific research outputs. Some of these repositories may request or require data to be submitted in a specific file format. You may wish to consult with a repository early in your project, to ensure your data are generated in, or can be transformed into, an appropriate standard format for your field. Re3data.org is an international registry of research data repositories that may help you identify a suitable repository for your data. The Repository Finder tool hosted by DataCite can help you find a repository listed in re3data.org. For assistance in making your dataset visible and easily accessible, contact your institution’s library or reach out to the Portage DMP Coordinator at support@portagenetwork.ca.
", "type"=>"guidance", "versionable_id"=>"ecde3cfd-0916-42f4-bd56-f78027907fa1"}) -Section.create({"id"=>22181, "title"=>"Ethics and Intellectual Property", "description"=>nil, "number"=>5, "phase_id"=>3450, "modifiable"=>true, "versionable_id"=>"6030c2d9-510a-4a63-9d40-9a56be11b3d3"}) -Question.create({"id"=>68311, "text"=>"Are there any ethical or legal concerns related to your data that you will need to address? Are there any ownership or intellectual property concerns that could limit if/how you can share your research outputs?", "default_value"=>nil, "number"=>1, "section_id"=>22181, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"436857f9-9ca4-4d5f-9dba-4a3fcfd75cce"}) -Annotation.create({"id"=>64056, "question_id"=>68311, "org_id"=>8, "text"=>"Consider the end-user license, and ownership or intellectual property rights of any secondary data or code you will use. Consider any data-sharing agreements you have signed, and repository ‘terms of use’ you have agreed to. These may determine what end-user license you can apply to your own research outputs, and may limit if and how you can redistribute your research outputs. If you are working with an industry partner, will you have a process in place to manage that partnership, and an understanding of how the research outputs may be shared? Describe any foreseeable concerns or constraints here, if applicable.", "type"=>"guidance", "versionable_id"=>"78e41338-2260-43d5-8f77-b4ceab751e6b"}) -Section.create({"id"=>22182, "title"=>"Roles and Responsibilities", "description"=>nil, "number"=>6, "phase_id"=>3450, "modifiable"=>true, "versionable_id"=>"8266d425-9967-49b2-96dd-789b44af2ce7"}) -Question.create({"id"=>68312, "text"=>"Identify who will be responsible for managing data during and after the project. Indicate the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>22182, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"b0d408b7-5f77-494b-8bf1-d3a1a21f4ab6"}) -Annotation.create({"id"=>64057, "question_id"=>68312, "org_id"=>8, "text"=>"Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your project. Consider including the time frame associated with these staff responsibilities, and document any training needed to prepare staff for data management duties.", "type"=>"guidance", "versionable_id"=>"b1d340cb-6a7c-4184-acb8-ae00ee0d72e3"}) -Question.create({"id"=>68313, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>22182, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"63641555-6eab-43a0-8bad-d23e046af190"}) -Annotation.create({"id"=>64058, "question_id"=>68313, "org_id"=>8, "text"=>"Indicate a succession strategy for management of these data if one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to follow if the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.", "type"=>"guidance", "versionable_id"=>"39b4484c-74c2-4e81-9380-83265c0f17c7"}) -Question.create({"id"=>68314, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>22182, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"f569c924-a28c-4850-be99-8023b7245a7b"}) -Annotation.create({"id"=>64059, "question_id"=>68314, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project has completed. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. It might include technical aspects of data management, training requirements, file storage & backup, the computational environment or software needed to manage, analyze or visualize research data, and contributions of non-project staff. Read more about the costs of RDM and how these can be addressed in advance: “What will it cost to manage and share my data?” by OpenAIRE. There is also an online data management costing tool available to help determine the costs and staffing requirements in your project proposal. ", "type"=>"guidance", "versionable_id"=>"c2c74cb7-7f7a-4011-84fc-9ef478f55426"}) -Template.create!({"id"=>3472, "title"=>"Portage Template for Open Science Workflows", "description"=>"This template guides the writing of a research data management plan (DMP) with an open science/open scholarship workflow, which uses mixed social sciences research methods, producing quantitative as well as qualitative datasets. The questions emphasize data sharing and reuse throughout the project, not only at the final stage of publication. This DMP template will be most useful to researchers who are working in a multi-institutional partnership and who have already completed a funding application and an ethics review protocol. The DMP is a living document: don’t forget to revisit your DMP throughout the research project to update or review your responses.
\r\nNot all of these questions will apply to all research projects. We encourage you to respond to as many as possible but ultimately, you and your team have to decide which questions and answers apply to your workflow.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"publicly_visible", "customization_of"=>nil, "family_id"=>43432169, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3451, "title"=>"Portage Template for Open Science Workflows", "description"=>"This template guides the writing of a research data management plan (DMP) with an open science/open scholarship workflow, which uses mixed social sciences research methods, producing quantitative as well as qualitative datasets. The questions emphasize data sharing and reuse throughout the project, not only at the final stage of publication. This DMP template will be most useful to researchers who are working in a multi-institutional partnership and who have already completed a funding application and an ethics review protocol. The DMP is a living document: don’t forget to revisit your DMP throughout the research project to update or review your responses.
\r\nNot all of these questions will apply to all research projects. We encourage you to respond to as many as possible but ultimately, you and your team have to decide which questions and answers apply to your workflow.
", "number"=>1, "template_id"=>3472, "modifiable"=>true, "versionable_id"=>"e6951813-58f1-4b51-918d-5b29a744541d"}) -Section.create({"id"=>22183, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>1, "phase_id"=>3451, "modifiable"=>true, "versionable_id"=>"1e26e580-841e-4e88-b4f2-5678e833eb25"}) -Question.create({"id"=>68315, "text"=>"Who will be responsible for data management? Will the Principal Investigator (PI) hold all responsibility during and beyond the project, or will this be divided among a team or partner organizations?", "default_value"=>nil, "number"=>1, "section_id"=>22183, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"87268b11-ca08-4ae3-9697-5744ca26fa3c"}) -Annotation.create({"id"=>64060, "question_id"=>68315, "org_id"=>8, "text"=>"Assign responsibilities: Once completed, your data management plan will outline important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the time frame associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>"b03f2ff9-d7fd-4aa2-866b-360022d6b0ec"}) -Question.create({"id"=>68316, "text"=>"In the event that the PI leaves the project, who will replace them? Who will take temporary responsibility until a new PI takes over?", "default_value"=>nil, "number"=>2, "section_id"=>22183, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"15553fae-6358-45c9-8cfd-83eb58a75810"}) -Annotation.create({"id"=>64061, "question_id"=>68316, "org_id"=>8, "text"=>"Succession planning: The PI is usually in charge of maintaining data accessibility standards for the team. Consider who will field questions about accessing information or granting access to the data in the event the PI leaves the project. Usually the Co-PI takes over the responsibilities.
\r\nIndicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>"f9d4e86d-aa97-48c9-9cbe-b8258e28564f"}) -Question.create({"id"=>68317, "text"=>"List all expected resources for data management required to complete your project. What hardware, software and human resources will you need? What is your estimated budget?", "default_value"=>nil, "number"=>3, "section_id"=>22183, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"0d803857-de44-4cf2-89cc-cc9c3042880d"}) -Annotation.create({"id"=>64062, "question_id"=>68317, "org_id"=>8, "text"=>"Budgeting: Common purchases are hard drives, cloud storage or software access. TU Delft’s Data Management Costing Tool is helpful to determine the share of human labor (FTE) that should be allocated for research data management.", "type"=>"guidance", "versionable_id"=>"ebf2728e-23ab-4044-893c-e2eb6c26c8fc"}) -Section.create({"id"=>22184, "title"=>"Data Collection", "description"=>nil, "number"=>2, "phase_id"=>3451, "modifiable"=>true, "versionable_id"=>"be274f01-2b3b-4e22-9bdc-b66f5c5acab3"}) -Question.create({"id"=>68318, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>22184, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"dad52b46-dbd1-41e6-8781-fc37ffb9ca72"}) -Annotation.create({"id"=>64063, "question_id"=>68318, "org_id"=>8, "text"=>"Data types: Your research data may include digital resources, software code, audio files, image files, video, numeric, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>"1a5210a5-50a1-4eb5-874e-ceaecf97e10f"}) -Question.create({"id"=>68319, "text"=>"Answer the following regarding file formats:Data documentation: It is strongly encouraged to include a ReadMe file with all datasets (or similar) to assist in understanding data collection and processing methods, naming conventions and file structure.
\r\nTypically, good data documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files). View a useful template from Cornell University’s “Guide to writing ‘ReadMe’ style metadata”.", "type"=>"guidance", "versionable_id"=>"187f3a43-5898-4c79-8bad-d96b780ac81a"}) -Question.create({"id"=>68322, "text"=>"How will you undertake documentation of data collection, processing and analysis, within your workflow to create consistent support material? Who will be responsible for this task?", "default_value"=>nil, "number"=>2, "section_id"=>22185, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"4e2a6a99-cd3e-4fc2-b6d0-4954312a7cac"}) -Annotation.create({"id"=>64067, "question_id"=>68322, "org_id"=>8, "text"=>"Assign responsibilities for documentation: Individual roles and workflows should include gathering data documentation as a key element.
\r\nEstablishing responsibilities for data management and documentation is useful if you do it early on, ideally in advance of data collection and analysis, Some researchers use CRediT taxonomy to determine authorship roles at the beginning of each project. They can also be used to make team members responsible for proper data management and documentation.
\r\nConsider how you will capture this information and where it will be recorded, to ensure accuracy, consistency, and completeness of the documentation.
", "type"=>"guidance", "versionable_id"=>"9b51a4f3-1d0e-4099-87e3-d2170827ec09"}) -Question.create({"id"=>68323, "text"=>"Do you plan to use a metadata standard? What specific schema might you use?", "default_value"=>nil, "number"=>3, "section_id"=>22185, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"27eb1a30-f4cc-49cc-8034-f1468e8b456d"}) -Annotation.create({"id"=>64068, "question_id"=>68323, "org_id"=>8, "text"=>"Metadata for datasets: DataCite has developed a metadata schema specifically for open datasets. It lists a set of core metadata fields and instructions to make datasets easily identifiable and citable.
\r\nThere are many other general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards. Read more about metadata standards at the UK Digital Curation Centre's Disciplinary Metadata resource.", "type"=>"guidance", "versionable_id"=>"9d136659-7778-4399-a35e-2060093a21d2"}) -Question.create({"id"=>68324, "text"=>"How will you make sure that a) your primary data collection methods are documented with transparency and b) your secondary data sources (i.e., data you did not collect yourself) — are easily identified and cited?", "default_value"=>nil, "number"=>4, "section_id"=>22185, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"27f81bb9-83f0-4dd7-8892-55a9116411aa"}) -Annotation.create({"id"=>64069, "question_id"=>68324, "org_id"=>8, "text"=>"Document your process: It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation.
", "type"=>"guidance", "versionable_id"=>"7a05ca96-27ff-47f0-80c9-125b49dc3331"}) -Section.create({"id"=>22186, "title"=>"Storage and Backup", "description"=>nil, "number"=>4, "phase_id"=>3451, "modifiable"=>true, "versionable_id"=>"3d0731ee-491c-4b86-aa44-e517a5b4fb5d"}) -Question.create({"id"=>68325, "text"=>"List your anticipated storage needs (e.g., hard drives, cloud storage, shared drives). List how long you intend to use each type and what capacities you may require.", "default_value"=>nil, "number"=>1, "section_id"=>22186, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"decb0dcb-e39f-4078-a969-3800219054bb"}) -Annotation.create({"id"=>64070, "question_id"=>68325, "org_id"=>8, "text"=>"Estimating data storage needs: Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
\r\nIf you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Include your back-up storage media in your estimate.
", "type"=>"guidance", "versionable_id"=>"af08ba96-f6cb-40cf-9147-48eaf75fafc6"}) -Question.create({"id"=>68326, "text"=>"What is your anticipated backup and storage schedule? How often will you save your data, in what formats, and where?", "default_value"=>nil, "number"=>2, "section_id"=>22186, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"0f0ae47e-ec8d-45a6-bf7f-ec290f386490"}) -Annotation.create({"id"=>64071, "question_id"=>68326, "org_id"=>8, "text"=>"Follow the 3-2-1 rule to prevent data loss: It’s important to have a regular backup schedule — and to document that process — so that you can review any changes to the data at any point during the project. The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule: Have at least three copies of your data; store the copies on two different media; keep one backup copy offsite. Read more about storage and backup practices from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>"4ec04d95-17c8-4b50-908b-f9a9b43cd779"}) -Question.create({"id"=>68327, "text"=>"Keeping ethics protocol review requirements in mind, what is your intended storage timeframe for each type of data (raw, processed, clean, final) within your team? Will you also store software code or metadata?", "default_value"=>nil, "number"=>3, "section_id"=>22186, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"f8280b19-9bb9-4b57-833f-510956c12708"}) -Annotation.create({"id"=>64072, "question_id"=>68327, "org_id"=>8, "text"=>"Ask for help: Your institution should be able to provide guidance with local storage solutions. Seek out RDM support at your Library or your Advanced Research Computing department.
\r\nThird-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and servers are often located outside Canada. This may contravene ethics protocol requirements or other institutional policies.
\r\nAn ideal solution is one that facilitates cooperation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution.
\r\nHelp others reuse and cite your data: Did you know that a dataset is a scholarly output that you can list on your CV, just like a journal article?
\r\nIf you publish your data in a data repository (e.g., Zenodo, Dataverse, Dryad), it can be found and reused by others. Many repositories can issue unique Digital Object Identifiers (DOIs) which make it easier to identify and cite datasets.
\r\nre3data.org is a directory of potential open data repositories. Consult with your colleagues to determine what repositories are common for data sharing in your field. You can also enquire about RDM support at your local institution, often in the Library or Advanced Research Computing. In the absence of local support, consult this Portage repository options guide.", "type"=>"guidance", "versionable_id"=>"4ad27a34-0c8b-4730-a447-3ba337decf31"}) -Question.create({"id"=>68329, "text"=>"Is digital preservation a component of your project and do you need to plan for long-term archiving and preservation?", "default_value"=>nil, "number"=>2, "section_id"=>22187, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"89ad4361-c4c5-48cd-bd57-99db52899d9d"}) -Annotation.create({"id"=>64074, "question_id"=>68329, "org_id"=>8, "text"=>"How long should you keep your data? The length of time that you will keep or share your data beyond the active phase of your research can be determined by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring (historical) value of a given set of data. The need to publish data in the short-term (i.e. for peer-verification purposes), for a longer-term access for reuse (to comply with funding requirements), or for preservation through ongoing file conversion and migration (for data of lasting historical value), will influence the choice of data repository or archive.
\r\nIf you need long-term archiving for your data set, choose a preservation-capable repository. Digital preservation can be costly and time-consuming, and not all data can or should be preserved.
", "type"=>"guidance", "versionable_id"=>"007b95f4-b69a-4bf2-92b9-1b612a397ba0"}) -Question.create({"id"=>68330, "text"=>"What data will you be sharing publicly and in what form (e.g. raw, processed, analyzed, final)?", "default_value"=>nil, "number"=>3, "section_id"=>22187, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"2f75c637-1d73-42c3-a6e4-67004e3969e1"}) -Annotation.create({"id"=>64075, "question_id"=>68330, "org_id"=>8, "text"=>"Consider which types of data need to be shared to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>"6544d7ab-0ace-4193-b027-f8df7230f81f"}) -Question.create({"id"=>68331, "text"=>"Have you considered what type of end-user license to include with your data? ", "default_value"=>nil, "number"=>4, "section_id"=>22187, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"8619c8be-e6c3-4840-a476-b1253b2a0bc7"}) -Annotation.create({"id"=>64076, "question_id"=>68331, "org_id"=>8, "text"=>"Use open licenses to promote data sharing and reuse: Licenses determine what uses can be made of your data. Consider including a copy of your end-user license with your DMP.
\r\nAs the creator of a dataset (or any other academic or creative work) you usually hold its copyright by default. However, copyright prevents other researchers from reusing and building on your work. Open Data Commons licenses and Creative Commons licenses are a free, simple and standardized way to grant copyright permissions and ensure proper attribution (i.e., citation). CC-BY is the most open license, and allows others to copy, distribute, remix and build upon your work —as long as they credit you or cite your work.
\r\nEven if you choose to make your data part of the public domain (with no restrictions on reuse), it is preferable to make this explicit by using a license such as Creative Commons' CC0. It is strongly recommended to share your data openly using an Open Data or Creative Commons license.
\r\nLearn more about data licensing at the Digital Curation Centre.", "type"=>"guidance", "versionable_id"=>"9a2e4242-63b6-491f-a3e1-9ebefe008b12"}) -Question.create({"id"=>68332, "text"=>"What tools and strategies will you take to promote your research? How will you let the research community and the public know that your data exists and is ready to be reused?", "default_value"=>nil, "number"=>5, "section_id"=>22187, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"e48161b9-d263-4e61-a945-600df814d862"}) -Annotation.create({"id"=>64077, "question_id"=>68332, "org_id"=>8, "text"=>"Data sharing as knowledge mobilization: Using social media, e-newsletters, bulletin boards, posters, talks, webinars, discussion boards or discipline-specific forums are good ways to gain visibility, promote transparency and encourage data discovery and reuse.
\r\nOne of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications. Publish your data in a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools. Some repositories also create links from datasets to their associated papers, increasing the visibility of the publications.
", "type"=>"guidance", "versionable_id"=>"c7f39a7c-4029-4d82-b80a-06bd074d3e7c"}) -Section.create({"id"=>22188, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>6, "phase_id"=>3451, "modifiable"=>true, "versionable_id"=>"278c3695-21ad-434e-b1fb-922da1c5959f"}) -Question.create({"id"=>68333, "text"=>"Are there institutional, governmental or legal policies that you need to comply with in regards to your data standards?
", "default_value"=>nil, "number"=>1, "section_id"=>22188, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"312c8b7c-0251-4d16-af9b-d0400d78143b"}) -Annotation.create({"id"=>64078, "question_id"=>68333, "org_id"=>8, "text"=>"Determine jurisdiction: If your study is cross-institutional or international, you’ll need to determine which laws and policies will apply to your research.
\r\nCompliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office.
\r\nIf you collaborate with a partner in the European Union, for example, you might need to follow the General Data Protection Regulation (GDPR).
\r\nIf you are working with data that has First Nations, Métis, or Inuit ownership, for example, you will need to work with protocols that ensure community privacy is respected and community harm is reduced. For further guidance on Indigenous data sovereignty, see OCAP Principles, and in a global context, CARE Principles of Indigenous Data Governance.
", "type"=>"guidance", "versionable_id"=>"cf964f60-e118-45de-bcd8-1d6c5e0848c3"}) -Question.create({"id"=>68334, "text"=>"Will you encounter protected or personally-identifiable information in your research? If so, how will you make sure it stays secure and is accessed by approved team members only?", "default_value"=>nil, "number"=>2, "section_id"=>22188, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"d853d0f4-fa52-4820-89c0-e98a8af65d69"}) -Annotation.create({"id"=>64079, "question_id"=>68334, "org_id"=>8, "text"=>"Get informed consent before you collect data: Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. Your informed consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, your statement may stipulate that the data will either only be shared for non-profit research purposes (you can use CC-by-NC — the non-commercial Creative Commons licence with attribution) or that the data will not be linked with other personally-identifying data. Note that this aspect is not covered by an open license. You can learn more about data security at the UK Data Service.
\r\nInform your study participants if you intend to publish an anonymized and de-identified version of collected data, and that by participating, they agree to these terms. For sample language for informed consent: ICPSR Recommended Informed Consent Language for Data Sharing.
\r\nYou may need to consider strategies to ensure the ethical reuse of your published dataset by new researchers. These strategies may affect your selection of a suitable license, and in some cases you may not be able to use an open license.
", "type"=>"guidance", "versionable_id"=>"22256257-2b6a-4f7a-8e36-b7ca94259be1"}) -Question.create({"id"=>68335, "text"=>"Before publishing or otherwise sharing a dataset are you required to obscure identifiable data (name, gender, date of birth, etc), in accordance with your jurisdiction's laws, or your ethics protocol? Are there any time restrictions for when data can be publicly accessible?", "default_value"=>nil, "number"=>3, "section_id"=>22188, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"6c519e0c-e338-4edc-bb2c-0363a086e4ff"}) -Annotation.create({"id"=>64080, "question_id"=>68335, "org_id"=>8, "text"=>"Privacy protection: Open science workflows prioritize being “as open as possible and as closed as necessary.” Think about any privacy concerns you may have in regards to your data, or other restrictions on access outlined in your ethics protocol. If your institution or funder regulates legal or ethical guidelines on what information must be protected, take a moment to verify you have complied with the terms for consent of sharing data. In the absence of local support for anonymization or de-identification of data, you can reach out to the Portage DMP Coordinator at support@portagenetwork.ca.
", "type"=>"guidance", "versionable_id"=>"f0fb40be-45b6-42b6-b2b6-8dd8c63d7c91"}) -Template.create!({"id"=>3473, "title"=>"Portage Template for Neuroimaging in the Neurosciences", "description"=>"This Neuroimaging data management plan (DMP) template is designed to be completed in two phases: Phase 1 questions probe at a high-level, seeking information about the general direction of the study. Normally, researchers will be able to respond to phase 1 questions at the outset of a project.
\r\nPhase 2 questions seek greater detail. It is understood that these answers will often depend on the outcome of several steps in the research project, such as: a literature review, imaging protocol design and experimental design, or running multiple pilot subjects and interpreting the outcome. As these details become known, the DMP can and should be revisited. This approach underscores that DMPs are living documents that evolve throughout a research project.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"publicly_visible", "customization_of"=>nil, "family_id"=>1659720835, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3452, "title"=>"Phase 1", "description"=>"Phase 1 questions probe at a high-level, seeking information about the general direction of the study. Normally, researchers will be able to respond to phase 1 questions at the outset of a project.
", "number"=>1, "template_id"=>3473, "modifiable"=>true, "versionable_id"=>"c5dbdb42-b148-4fb4-bba1-c6b3e435f4e6"}) -Section.create({"id"=>22189, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3452, "modifiable"=>true, "versionable_id"=>"0fe22057-1ce8-4e32-91e0-53ccf9ecd36e"}) -Question.create({"id"=>68336, "text"=>"Describe the types of data, and potential data sources, to be acquired during the course of your study.
", "default_value"=>nil, "number"=>1, "section_id"=>22189, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"c9a94f76-9f35-40bb-8b7a-45fc2ba057f2"}) -Annotation.create({"id"=>64081, "question_id"=>68336, "org_id"=>8, "text"=>"Please explain, in particular:
\r\nPlease provide the name and a web link for the research ethics board (REB) that is responsible for reviewing and overseeing the legal and ethical compliance of this study. Give the file identifier of the REB application.
", "default_value"=>nil, "number"=>1, "section_id"=>22195, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"0ee0e810-a553-4223-b0a3-9228a3f42bd7"}) -Annotation.create({"id"=>64088, "question_id"=>68344, "org_id"=>8, "text"=>"Researchers must follow the policies and guidance of the research ethics board governing their institutions. There may be important differences across institutions. The Public Health Agency of Canada (PHAC) is responsible for setting standards and coordinating REBs across Canada. They provide 10 best practices for ensuring privacy of human participants:
\r\n
In the context of neuroimaging research, “the potential identifiability of otherwise anonymous image files is of great concern to those in the field who are anxious to encourage electronic data sharing” (Kulynych, 2002). Please consult your REB for recommendations on how to prepare ethics protocols.
Phase 2 questions seek greater detail. It is understood that these answers will often depend on the outcome of several steps in the research project, such as: a literature review, imaging protocol design and experimental design, or running multiple pilot subjects and interpreting the outcome. As these details become known, the DMP can and should be revisited. This approach underscores that DMPs are living documents that evolve throughout a research project.
", "number"=>2, "template_id"=>3473, "modifiable"=>true, "versionable_id"=>"82eae2ac-d34d-4509-9dc6-e760741d253a"}) -Section.create({"id"=>22196, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3453, "modifiable"=>true, "versionable_id"=>"39bb0d34-876c-482d-948c-871dc3b5705a"}) -Question.create({"id"=>68346, "text"=>"Give details about the sources of data, equipment used, and data formats produced for your project. ", "default_value"=>nil, "number"=>1, "section_id"=>22196, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"8b59ec22-4350-4197-aece-977116f0a3de"}) -Annotation.create({"id"=>64090, "question_id"=>68346, "org_id"=>8, "text"=>"Please explain, in particular:If you are using a data management application to manage data, please name which system. Describe the features of the application that are important for this project in particular (ex. provenance tracking, versioning, QC, longitudinal design).
", "default_value"=>nil, "number"=>2, "section_id"=>22198, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"83828d1c-73c6-4e90-aaa8-f63da9f45a17"}) -Annotation.create({"id"=>64094, "question_id"=>68351, "org_id"=>8, "text"=>"A data management application is a piece of software that stores data and helps to manage some aspects of the data and/or metadata collection, quality control, conversion, processing, reporting, annotation, and other functions. Some applications are designed specifically for the neuroimaging domain, e.g. LORIS, Braincode, while other applications can be used by any research discipline, e.g. XNAT, Redcap. In neurosciences, the term ‘database’ is sometimes used by convention to refer to data management applications. For the purposes of this question, an application is any software tool used to manage data acquisition or storage.
", "type"=>"guidance", "versionable_id"=>"e905bc55-f21b-44da-99ac-e1d5ab2c8e20"}) -Section.create({"id"=>22199, "title"=>"Preservation", "description"=>nil, "number"=>4, "phase_id"=>3453, "modifiable"=>true, "versionable_id"=>"6f11ab56-de24-4f0a-8ee9-3fdfe1df46e8"}) -Question.create({"id"=>68352, "text"=>"What data will be preserved for the long-term?", "default_value"=>nil, "number"=>1, "section_id"=>22199, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"ecc99b2d-8681-4385-9ac7-ff2802842bb5"}) -Annotation.create({"id"=>64095, "question_id"=>68352, "org_id"=>8, "text"=>"In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. phantom scans and other diagnostic scans may not need to be preserved).", "type"=>"guidance", "versionable_id"=>"f7054d6a-dc3c-4ba8-84c6-3fcd11d21515"}) -Question.create({"id"=>68353, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>2, "section_id"=>22199, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"c719c99a-f677-47dc-8a28-cf01319ee782"}) -Annotation.create({"id"=>64096, "question_id"=>68353, "org_id"=>8, "text"=>"DataCite's repository finder tool and re3data.org are both useful tools for finding an appropriate repository for your data. Searches on re3data can be easily narrowed by discipline, such as this search for ‘neurosciences.’ There are also generalist repository services like Zenodo, OSF, Figshare, and Academictorrents.com. If your data is ready to be shared under an open license, then posting to an existing platform like openneuro.org, openfmri.org, nitrc.org, or portal.conp.ca could be a good solution.The Canadian Research Data Centre Network (CRDCN) template summarizes the data management that is conducted by Statistics Canada and the CRDCN on behalf of researchers. While there are some advantages to working inside the RDC for data management, there is also a substantial drawback: RDC data can never be deposited in a repository in accordance with the recommended best practices for research data management. Because of this, researchers should be mindful of other options to engage in best practices. In addition to ensuring that the RDC project folder is well documented, and consistent with the research output, researchers should curate a supporting data deposit at a recognized repository in their discipline or within the Federated Research Data Repository (FRDR) containing metadata, syntax (code that produces a statistical output), and any other supporting material for the research project.
\r\nThis template is for researchers who are doing RDC work using Statistics Canada data available in the RDC only (i.e. there is no supplemental data, public use statistics, or any other information that complements the RDC work). If your work is being conducted in the RDC in concert with other data that you either intend to bring into the RDC or work on outside the RDC in parallel to your RDC work, then the RDC and External Analysis template should be completed.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>false, "version"=>1, "visibility"=>"publicly_visible", "customization_of"=>nil, "family_id"=>1315485956, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3486, "title"=>"CRDCN Template for Accessing Data from Research Data Centres", "description"=>"This template is for researchers who are doing RDC work using Statistics Canada data available in the RDC only (i.e. there is no supplemental data, public use statistics, or any other information that complements the RDC work). If your work is being conducted in the RDC in concert with other data that you either intend to bring into the RDC or work on outside the RDC in parallel to your RDC work, then the RDC and External Analysis template should be completed.
", "number"=>1, "template_id"=>3508, "modifiable"=>true, "versionable_id"=>"3d9e83e3-cfa8-463b-84a1-78bb0d7ba287"}) -Section.create({"id"=>22401, "title"=>"Data Collection", "description"=>"All research conducted in the Research Data Centres (hereafter RDC), using Statistics Canada data exclusively, is secondary in nature. There is no data collection involved in this project. These data are owned and maintained by Statistics Canada with storage and access provided by the Canadian Research Data Centres Network.
\r\nRaw data in the RDC are stored in multiple formats including but not limited to .SAS (SAS), .dta (STATA), and .shp (shapefiles) as appropriate. The availability of StatTransfer™ software within the RDCs and continued management by Statistics Canada will ensure that the data will be accessible indefinitely should the file formats currently in use become obsolete.
\r\nThe data provided by Statistics Canada are assigned unique identifiers which can be used to identify the data in any research output.
", "number"=>1, "phase_id"=>3486, "modifiable"=>true, "versionable_id"=>"30afda1c-6465-43c7-b6d2-5ce2614dd57e"}) -Question.create({"id"=>68954, "text"=>"Which RDC datasets will be used in the research?", "default_value"=>nil, "number"=>1, "section_id"=>22401, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"b6a61020-d71f-4dc5-804f-69b399c731ae"}) -Annotation.create({"id"=>64798, "question_id"=>68954, "org_id"=>8, "text"=>"The data source(s) for this project is/are the <<INSERT NAME OF SURVEYS/ADMINISTRATIVE RECORDS APPROVED>>. The current version(s) is/are: <<Record number>>.", "type"=>"example_answer", "versionable_id"=>"f91d8b3a-5396-450c-97c2-98d89d7ecec9"}) -Annotation.create({"id"=>64799, "question_id"=>68954, "org_id"=>8, "text"=>"The record number is available on Statistics Canada's website which can be accessed directly, or through our website: crdcn.org/data. E.g. Aboriginal People's Survey 2017 Record number:3250 https://www23.statcan.gc.ca/imdb/p2SV.pl?Function=getSurvey&SDDS=3250", "type"=>"guidance", "versionable_id"=>"ae0eaf61-4172-408a-916a-f893e10b89f4"}) -Section.create({"id"=>22402, "title"=>"Documentation and Metadata", "description"=>"Documentation provided by Statistics Canada in the RDC is available to any data-users. This documentation is freely available to those with approved projects, and contains information about the sample selection process, a copy of the questionnaire, and a codebook.
", "number"=>2, "phase_id"=>3486, "modifiable"=>true, "versionable_id"=>"0e450924-d1b2-4518-9d48-391c9b1bed71"}) -Question.create({"id"=>68955, "text"=>"What will you do to ensure that your research data contributions (syntax, output etc…) in your RDC project folder and (if applicable) your external analysis are properly documented, organized and accessible?", "default_value"=>nil, "number"=>1, "section_id"=>22402, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"7a6c4601-6c9b-4d9f-a77a-d7b9246c687c"}) -Annotation.create({"id"=>64800, "question_id"=>68955, "org_id"=>8, "text"=>"Syntax: Any code used by the researcher to transform the raw data into the research results. This most commonly includes, but is not limited to, .do (Stata) files, .sas (SAS) files, and .r (R) R code.
", "type"=>"guidance", "versionable_id"=>"786ea364-31bd-4160-a794-e81c1a02e14a"}) -Question.create({"id"=>68956, "text"=>"How will you make sure that the syntax archived in your project folder is created consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>22402, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"e39530d5-9ad5-4d35-87d3-6f7b7a003f85"}) -Question.create({"id"=>68957, "text"=>"Some metadata is available by contacting the RDC analyst. Is the metadata for the data to be used in your analysis available outside of the RDC? Please provide the information about the availability of the metadata for your project here.", "default_value"=>nil, "number"=>3, "section_id"=>22402, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"cb453d78-0b94-4008-9ed7-e80f7af374b2"}) -Annotation.create({"id"=>64801, "question_id"=>68957, "org_id"=>8, "text"=>"You can consult your analyst to learn more about the availability of metadata for your proposed dataset. In some cases, the codebooks contain confidential information (quantiles with small numbers of individuals identified etc.). and cannot be made available.", "type"=>"guidance", "versionable_id"=>"337cc82e-bc7f-4fe0-92ef-44cc61a0975c"}) -Section.create({"id"=>22403, "title"=>"Storage and Backup", "description"=>"Data storage is managed by the CRDCN in partnership with Statistics Canada on Servers located across the network. The current policy of the CRDCN is to store project data (syntax, releases, and anything else stored in the project folder) for ten years. Data are backed up on site and accessible through a highly secured network from any of the other RDC locations.
", "number"=>3, "phase_id"=>3486, "modifiable"=>true, "versionable_id"=>"5561e7cb-3805-45d5-a8a4-b29c4e82c03a"}) -Question.create({"id"=>68958, "text"=>"Please confirm you are using Statistics Canada data available in the RDC.
", "default_value"=>nil, "number"=>1, "section_id"=>22403, "question_format_id"=>3, "option_comment_display"=>false, "modifiable"=>nil, "versionable_id"=>"14e94737-c708-4318-8c63-754e36e0b91c"}) -QuestionOption.create({"id"=>212, "question_id"=>68958, "text"=>"Yes", "number"=>1, "is_default"=>true, "versionable_id"=>"81734366-3316-4982-a9c2-1b040b1aceb0"}) -QuestionOption.create({"id"=>213, "question_id"=>68958, "text"=>"No", "number"=>2, "is_default"=>false, "versionable_id"=>"6bae1db5-30d4-40b2-b451-fcaccb011ae1"}) -Section.create({"id"=>22404, "title"=>"Preservation", "description"=>"The work conducted in the RDC for this project is kept based on the Contract ID provided by the RDC program which can be used by anyone on the project team to retrieve the code and supporting documents for a period of 10 years as described above in “Storage and Backup”. Raw data that is the property of Statistics Canada, i.e. RDC data are permanently stored by Statistics Canada, but can never be released to the researcher. Researchers can also preserve all user-generated RDC research data that meets the criteria for release through a vetting request via a repository such as FRDR (though it is again emphasized that the raw RDC data cannot be shared). Best practices for reproducible work require indefinite preservation of research data (so in the case of RDC research, this means metadata, syntax, methodology).
", "number"=>4, "phase_id"=>3486, "modifiable"=>true, "versionable_id"=>"75ff3601-8f80-4d0f-857c-fc25687f6764"}) -Question.create({"id"=>68959, "text"=>"Will you deposit your syntax and other research data in a repository to host your syntax files publicly? If so, please describe here:", "default_value"=>nil, "number"=>1, "section_id"=>22404, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"44d66491-10f1-490b-aafb-817e51f11762"}) -Question.create({"id"=>68960, "text"=>"Is there any other preservation that will be done as part of this research project? If so, please describe here.
", "default_value"=>nil, "number"=>2, "section_id"=>22404, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"9c3b255c-f24a-47b1-b440-ae2472dc7874"}) -Section.create({"id"=>22405, "title"=>"Sharing and Reuse", "description"=>"Because the Statistics Canada Microdata files are collected under assurances of confidentiality and are owned and controlled by Statistics Canada, they cannot be shared by any member of the research team.
\r\nAccess to the data in the RDCs is governed by the CRDCN's Access and Fee-for-service policy in English or French. The policy provides free access to university-based researchers who are network members and provides access to others on a cost-recovery basis.
\r\nThe CRDCN and Statistics Canada promote their data holdings through social media and their respective websites. In addition, CRDCN data are required to be cited in any and all publications with the Statistics Canada Record Number so that readers are able to find the data. In addition, all publications using RDC data should include the RDC contract ID so that potential users can find information on the original contract. This information is available on the CRDCN website (crdcn.org/publications).
", "number"=>5, "phase_id"=>3486, "modifiable"=>true, "versionable_id"=>"d016456a-5106-4f0d-ad94-dee7b42f8017"}) -Question.create({"id"=>68961, "text"=>"If you feel there are any additional sharing and reuse concerns related to your project please describe them here:", "default_value"=>nil, "number"=>1, "section_id"=>22405, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"216a2127-db44-45cc-b457-47de04cf4c8b"}) -Section.create({"id"=>22406, "title"=>"Responsibilities and Resources", "description"=>"The CRDCN and Statistics Canada will maintain the research data even if the researcher leaves their organization.
\r\nCRDCN enjoys the support of CIHR, SSHRC and CFI as well as receiving funds from the partner universities. There is no charge to the users of the RDCs for the data management conducted under the auspices of CRDCN and Statistics Canada as described within this DMP.
\r\nCRDCN does not employ consistency checking to ensure that the code provided alongside requests for research results to be released from the secure facility truly creates the output as requested. The responsibility for ensuring that the code and documents describing their use work as intended and are clear to other users who might access them lies with the researchers in the RDC. The CRDCN has a mechanism to ensure that the code is saved alongside all of the research output used to support the conclusions of any published works.
", "number"=>6, "phase_id"=>3486, "modifiable"=>true, "versionable_id"=>"094e7e5a-5a17-4cd4-9ee3-a83410cf9615"}) -Question.create({"id"=>68962, "text"=>"In addition to the data management employed by Statistics Canada, it is possible for researchers to have research output that does not contain confidential data, including tables, syntax and other information, released from the RDC where it could be curated in a repository of the researcher’s choosing as described in question 5. If you plan to do any supplemental storage or curation of your research data, please comment on where the responsibility for curation and maintenance of the archive resides.
\r\nWill any resources be required for this curation and maintenance? If so, please estimate the overall data management costs.
", "default_value"=>nil, "number"=>1, "section_id"=>22406, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"fcc2bc79-e43d-4ee8-a5a9-2399fd452186"}) -Annotation.create({"id"=>64802, "question_id"=>68962, "org_id"=>8, "text"=>"A tool provided by OpenAIRE can help researchers estimate the cost of research data management: https://www.openaire.eu/how-to-comply-to-h2020-mandates-rdm-costs.
", "type"=>"guidance", "versionable_id"=>"f480ab21-743f-443d-8ba9-41e8f313f3a0"}) -Section.create({"id"=>22407, "title"=>"Ethics and Legal Compliance", "description"=>"Any users of the RDC must be 'deemed employees' of Statistics Canada. To become a deemed employee, the Treasury Board mandates a security clearance process including a criminal background check, credit check and fingerprinting. Approval for access to data requires a peer-review process of a research proposal and an institutional review at Statistics Canada. In cases where a researcher’s scholarly work has been assessed through the tenure review process, they are considered peer-review pre-approved and only the institutional review is required.
\r\nOnce a researcher is granted access to the RDC they must take an Oath of Secrecy – promising never to disclose confidential data. Criminal penalties can apply under the Statistics Act for violations of this oath.
\r\nIntellectual property for work done within the RDC becomes property of Statistics Canada including code used to manipulate data. The collection and dissemination of, and access to, confidential microdata is conducted under the Statistics Act and complies with all legal requirements. The confidential microdata for this project cannot be shared, posted, or copied. Access to the data is available through the RDC program. More information on how to access data is available here in English or French.
\r\nIn general, research ethics clearance is not required for research conducted in the RDC. A statement from the CRDCN on the topic is available here in English or French.
", "number"=>7, "phase_id"=>3486, "modifiable"=>true, "versionable_id"=>"517137f4-c725-4c4b-8213-6bd3dc009364"}) -Question.create({"id"=>68963, "text"=>"If you feel there are any additional legal or ethical requirements for your project please describe them here.", "default_value"=>nil, "number"=>1, "section_id"=>22407, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>nil, "versionable_id"=>"e8c3fcf7-621d-4889-a5d0-235553023f4f"}) -Template.create!({"id"=>3509, "title"=>"Portage Template for Research in History and the Humanities", "description"=>"This model was developed for researchers in history and in the larger field of humanities. It was designed to take into account the fact that research projects in these disciplines still primarily use analog research data during the active phases of a project.
\r\nTwo versions of the model are proposed: guidance labelled “Phase 1” is for the documentation of DMP sections joined with a funding application. The headings documented in Phase 1 are primarily aimed at producing a DMP to support research data management (RDM) budgeting for the research project. Headings or guidance labelled “Phase 2” may be considered once funding has been secured. The entire DMP is an evolving management document since the content of certain headings will only become clearer once the project is well underway.
", "published"=>true, "org_id"=>43, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>657828489, "family_id"=>506027881, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3487, "title"=>"Phase 1: Data Management Plan for Grant Application", "description"=>"“Phase 1” is for the documentation of DMP sections joined with a funding application. The headings documented in Phase 1 are primarily aimed at producing a DMP to support research data management (RDM) budgeting for the research project.
", "number"=>1, "template_id"=>3509, "modifiable"=>false, "versionable_id"=>"05204d86-fc3a-4e00-a791-4701dd5042db"}) -Section.create({"id"=>22408, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3487, "modifiable"=>false, "versionable_id"=>"2179662f-5a12-4f78-902d-aa655282061c"}) -Question.create({"id"=>68974, "text"=>"Describe each set of research materials using the table provided. Repeat as many times as necessary for each new set.| Data Source | \r\n(e.g. the Archives of Ontario) If the data will be produced as part of the project, indicate this. | \r\n
| Data Type | \r\n(e.g. images, recordings, manuscripts, word processing files) | \r\n
| Data Granularity | \r\n(e.g. individual item; dataset, collection, corpus) | \r\n
| Data Creation Methodology | \r\n(if the data are produced as part of the project) (e.g., surveys and qualitative interviews or focus groups) | \r\n
| Data Producer | \r\nExplain 1) who created the research data if it is not collected data, or 2) who created an additional analytical layer to existing research data. Example: In the second case, one could use a finding aid prepared by the archive or a catalog raisonné of another researcher. | \r\n
| Is it sensitive data? | \r\nArchival records are generally reviewed by an archivist for privacy concerns before being made available to researchers. In cases where the information will be collected directly by the principal researcher, you should avoid disclosing any information that could identify a living person such as ethnic origin, personal beliefs, personal orientation, health status, etc. without permission. For further guidance, see the Human Research Data Risk Matrix. | \r\n
| Analog or digital format of research data/material during the project | \r\n(e.g. print, magnetic tape, artefact, .txt, .csv, .jpeg, .nvpx, etc.) Find more information on file formats: UBC Library or UK Data Service. | \r\n
| Does the research data require long-term preservation? | \r\nResearch material that has heritage value or value to one or more research communities or to the public interest should provide for specific actions to ensure its long-term access. If so, explain here how long-term value is characterized. (The Preservation section provides an opportunity to reflect on all of the elements to be considered for this dataset, including in particular the preservation format). | \r\n
| Will the research data be shared? | \r\nIf not, please justify why no form of sharing is possible or desirable. Sharing research materials promotes knowledge development, collaborations and reduces duplication of research efforts. (The Sharing and Reuse section provides an opportunity to consider all of the considerations for this dataset, particularly the dissemination format). | \r\n
Elements to consider in contextualizing research data: methodologies, definitions of variables or analysis categories, specific classification systems, assumptions, code tree, analyses performed, terminological evolution of a concept, staff members who worked on the data and tasks performed, etc.
\r\nTo ensure a verifiable historical interpretation and the lowest possible bias in the possible reuse of the data, try to identify elements of implicit knowledge or that involve direct communication with the principal investigator.
", "type"=>"guidance", "versionable_id"=>"b6d5882d-e945-4022-b666-da4e4ae96a36"}) -Section.create({"id"=>22410, "title"=>"Storage and Backup", "description"=>nil, "number"=>3, "phase_id"=>3487, "modifiable"=>false, "versionable_id"=>"df7aa976-ac08-454b-861c-108d4cccf96e"}) -Question.create({"id"=>68978, "text"=>"Describe the storage conditions for your research data taking into account the following aspects:
\r\n| Master file and backup copies | \r\nFollow the 3-2-1 backup rule: keep 3 copies of files (master file + 2 copies), stored on 2 types of media (e.g. institutional server + external drive), and 1 copy kept in an off-site location. Each storage medium has advantages and disadvantages. If needed, consult a resource person or contact the DMP Coordinator at support@portagenetwork.ca. Find more information on storage and backup practices at UK Data Service. | \r\n
| Anticipated storage space | \r\n(e.g. 2 tablets; 15 files of ~70 MB =~ 1 GB multiplied in 3 copies) | \r\n
| Anticipated storage duration | \r\n(e.g. for the duration of the project; 5 years after the end of the project; long term = well beyond the end of the project) | \r\n
| Is the access to this research data restricted? | \r\nIf applicable, indicate what measures are being taken to manage this access (e.g. password protection, file encryption). | \r\n
| Who can access the data? | \r\nDescribe functional roles. To make sure your research data is transmitted in a secure manner or through servers governed by Canadian or provincial legislation, either contact your institution’s library or the DMP Coordinator at support@portagenetwork.ca. | \r\n
| Preservation reason | \r\n(e.g. heritage value; value for one or multiple research communities; public interest; policy requirement) | \r\n
| Preservation format | \r\nSee recommendations of the Library of Congress. Note that converting from one file format to another for preservation purposes may result in loss of information. This type of operation must be mentioned in the Documentation and Metadata section. | \r\n
Where will the research data be stored at the end of the research project?
", "default_value"=>nil, "number"=>2, "section_id"=>22411, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"89624f5d-deda-460e-8d03-4e1d1c610b29"}) -Annotation.create({"id"=>64827, "question_id"=>68981, "org_id"=>8, "text"=>"For long-term preservation, you may wish to consider CoreTrustSeal certified repositories found in this directory. However, as many repositories may be in the process of being certified and are not yet listed in this directory, reviewing the retention policy of a repository of interest will increase your options. For repositories without certification, you can evaluate their quality by comparing their policies to the standards of a certification. Read more on trusted data repositories at The University of Edinburgh and OpenAIRE.
\r\nTo increase the visibility of research data, opt for disciplinary repositories: search by discipline in re3data.org.
\r\nFor solutions governed by Canadian legislation, it is possible to browse by country of origin in re3data.org. In addition, Canada’s digital research infrastructure offers the Federated Research Data Repository (FRDR). Finally, it is quite possible that your institution has its own research data repository.
\r\nTo make sure the selected repository meets the requirements of your DMP, feel free to seek advice from a resource person or contact the DMP Coordinator at support@portagenetwork.ca.
", "type"=>"guidance", "versionable_id"=>"a4e2efd8-5d7e-4ca0-95d3-a2d4edc73756"}) -Question.create({"id"=>68982, "text"=>"What are the costs related to the choice of deposit location and data preparation?", "default_value"=>nil, "number"=>3, "section_id"=>22411, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"644d166a-6219-4016-a699-1e3b81b8f8ab"}) -Annotation.create({"id"=>64828, "question_id"=>68982, "org_id"=>8, "text"=>"Preparing research data for eventual preservation involves different tasks that may have costs that are budgeted for preferably in the funding application. This could require a cost model or simply the basic sections of the UK Data Service Costing Tool.
\r\nInclude this cost estimate in the Responsibilities and Resources section.
\r\nIf necessary, contact a resource person or the DMP Coordinator at support@portagenetwork.ca.
", "type"=>"guidance", "versionable_id"=>"51b4072d-6a2e-45b5-a9c3-7f0d23b26d43"}) -Section.create({"id"=>22413, "title"=>"Sharing and Reuse", "description"=>nil, "number"=>5, "phase_id"=>3487, "modifiable"=>false, "versionable_id"=>"26ba986d-5058-4cc1-846a-39550504497f"}) -Question.create({"id"=>68986, "text"=>"Describe each research dataset that will be shared with other researchers or a broader audience while taking into account the following considerations:
\r\n| Is it sensitive data? | \r\nIf so, explain if this limits access. Refer to the Ethics and Legal Compliance section if necessary. | \r\n
| Is the research data subject to intellectual property? | \r\nIf so, explain if this limits access. Refer to the Ethics and Legal Compliance section if necessary. | \r\n
| Sharing requirement | \r\nIt depends on whether an institutional policy or the granting agency requires some form of sharing of research materials. | \r\n
| Target audience | \r\n(e.g. history researchers, researchers from various disciplines, general public) | \r\n
Pour optimiser la diffusion du matériel de recherche, suivre le plus possible les principes FAIR. L’Australian Research Data Commons offre un outil d’évaluation du respect de ces principes qui est très facile d'utilisation (lien en anglais). Le Digital Curation Centre fournit un guide détaillé sur la citation des données (tant numériques que physiques; lien en anglais).
Pour rendre le matériel récupérable par d’autres outils et le citer dans les publications savantes, publication d’un article de données dans une revue en libre accès comme Research Data Journal for the Humanities and Social Sciences (lien en anglais).
Consulter au besoin une personne ressource ou contactez le Coordonnateur du PGD à support@portagenetwork.ca.
", "type"=>"guidance", "versionable_id"=>"8efb8326-d1ad-4018-9a9e-9649d9278599"}) -Section.create({"id"=>22414, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>6, "phase_id"=>3487, "modifiable"=>false, "versionable_id"=>"03023cd6-579c-43d6-a687-afc172e1ba76"}) -Question.create({"id"=>68988, "text"=>"For all research data management activities, consider who is responsible (individual or organization), based on what timeframe, whether staff training is required, and whether there are costs associated with these tasks.", "default_value"=>nil, "number"=>1, "section_id"=>22414, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"7166332d-39f3-424e-9871-8f135c9be104"}) -Annotation.create({"id"=>64834, "question_id"=>68988, "org_id"=>8, "text"=>"If the DMP is at the funding application stage, focus on cost-incurring activities in order to budget as accurately as possible research data management in the funding application.
\r\nActivities that should be documented: drafting and updating the DMP; drafting document management procedures (naming rules, backup copies, etc.); monitoring document management procedure implementation; conducting the quality assurance process; designing and updating the succession plan; drafting the documentation; assessing the retention period; assessing data management costs; managing sensitive data; managing licences and intellectual property; choosing the final data repository location; and preparing research data for the final repository.
", "type"=>"guidance", "versionable_id"=>"45bef002-dbcb-4629-8492-7cbf55e153aa"}) -Question.create({"id"=>68989, "text"=>"What is an overall cost estimate for the management of research materials?", "default_value"=>nil, "number"=>2, "section_id"=>22414, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"e000d526-7a1c-4af1-8926-0b207454eea6"}) -Annotation.create({"id"=>64835, "question_id"=>68989, "org_id"=>8, "text"=>"Taking into account all the aspects in the previous sections, estimate the overall cost of implementing the data management plan. Consider both the management activities required during the active phase of the project and the preservation phase. Some of these costs may be covered by funding agencies.", "type"=>"guidance", "versionable_id"=>"dc82a326-c36f-412e-8094-cfdc36d5c68d"}) -Section.create({"id"=>22412, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>7, "phase_id"=>3487, "modifiable"=>false, "versionable_id"=>"42ea8d29-70f6-423e-a0bf-49b2d00657f2"}) -Question.create({"id"=>68983, "text"=>"For each research dataset reported as containing sensitive data, identify the security issues that need to be considered to protect the privacy and confidentiality within your team.
", "default_value"=>nil, "number"=>1, "section_id"=>22412, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"48d0cd6c-61ef-4232-8243-d82a737bd6c3"}) -Annotation.create({"id"=>64829, "question_id"=>68983, "org_id"=>8, "text"=>"If applicable, retrieve written consent from an institution's ethics approval process. If the research involves human participants, verify that the content of the various sections of this DMP is consistent with the consent form signed by the participants.
\r\nDescribes anticipated data sharing issues within the team, their causes, and possible measures to mitigate them. Read more about data security at UK Data Service.
", "type"=>"guidance", "versionable_id"=>"dd04067b-b5fd-4365-a257-15a093e87c0b"}) -Question.create({"id"=>68984, "text"=>"If research data sharing is desired and possible, what difficulties do you anticipate in dealing with the secondary use of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>22412, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"982a01ea-78d1-4cf2-8f75-5a4ea9088a7d"}) -Annotation.create({"id"=>64830, "question_id"=>68984, "org_id"=>8, "text"=>"If applicable, pay close attention to the appropriateness of the content in the Sharing and Reuse section with the consent forms signed by participants. Anonymizing data can reassure participants while supporting the development of a data sharing culture. Learn more about anonymization: UBC Library, UK Data Service, or Réseau Portage.
\r\nAlso make sure that metadata does not disclose sensitive data.
\r\nExplain how access requests to research data containing sensitive data will be managed. What are the access conditions? Who will monitor these requests? What explanations should be provided to applicants?
", "type"=>"guidance", "versionable_id"=>"a2c63667-170e-4578-a6ac-3c1dfa503601"}) -Question.create({"id"=>68985, "text"=>"Are there legal and intellectual property issues that will limit the opening of data?", "default_value"=>nil, "number"=>3, "section_id"=>22412, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"34e3d2fc-47c8-494b-ae44-8b6566db6411"}) -Annotation.create({"id"=>64831, "question_id"=>68985, "org_id"=>8, "text"=>"Describe the allocation of copyrights between members of the research team and external copyright holders (include libraries, archives and museums). Verify that the licenses to use the research materials identified in the Sharing and Reuse section are consistent with the description in this section.
\r\nIf commercial activities are involved in your research project, there are legal aspects to consider regarding the protection of private information. Compliance with privacy laws and intellectual property legislation may impose data access restrictions. This issue can be discussed with a resource person.
", "type"=>"guidance", "versionable_id"=>"d44d3454-0269-4e3d-a71d-6db2f7dcffbd"}) -Phase.create({"id"=>3488, "title"=>"Phase 2: Data Management Plan for Project Development", "description"=>"“Phase 2” may be considered once funding has been secured. The entire DMP is an evolving management document since the content of certain headings will only become clearer once the project is well underway.
", "number"=>2, "template_id"=>3509, "modifiable"=>false, "versionable_id"=>"fce2cc8c-03bb-42b7-8e0e-471fb3d71a8e"}) -Section.create({"id"=>22415, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3488, "modifiable"=>false, "versionable_id"=>"32bb0bb8-9d29-451c-b5e9-b3c072321bea"}) -Question.create({"id"=>68990, "text"=>"Describe each set of research materials using the table provided. Repeat as many times as necessary for each new set.| Data Source | \r\n(e.g. the Archives of Ontario) If the data will be produced as part of the project, indicate this. | \r\n
| Data Type | \r\n(e.g. images, recordings, manuscripts, word processing files) | \r\n
| Data Granularity | \r\n(e.g. individual item; dataset, collection, corpus) | \r\n
| Data Creation Methodology | \r\n(if the data are produced as part of the project) (e.g., surveys and qualitative interviews or focus groups) | \r\n
| Data Producer | \r\nExplain 1) who created the research data if it is not collected data, or 2) who created an additional analytical layer to existing research data. Example: In the second case, one could use a finding aid prepared by the archive or a catalog raisonné of another researcher. | \r\n
| Is it sensitive data? | \r\nArchival records are generally reviewed by an archivist for privacy reasons before being made available to researchers. In cases where the information will be collected directly by the principal researcher, you should avoid disclosing any information that could identify a living person such as ethnic origin, personal beliefs, personal orientation, health status, etc. without permission. For further guidance, see the Human Research Data Risk Matrix. | \r\n
| Analog or digital format of research data/material during the project | \r\n(e.g. print, magnetic tape, artefact, .txt, .csv, .jpeg, .nvpx, etc.) Find more information on file formats: UBC Library or UK Data Service. | \r\n
| Does the research data require long-term preservation? | \r\nResearch material that has heritage value or value to one or more research communities or to the public interest should provide for specific actions to ensure its long-term access. If so, explain here how long-term value is characterized. (The Preservation section provides an opportunity to reflect on all of the elements to be considered for this dataset, including in particular the preservation format). | \r\n
| Will the research data be shared? | \r\nIf not, please justify why no form of sharing is possible or desirable. Sharing research materials promotes knowledge development, collaborations and reduces duplication of research efforts. (The Sharing and Reuse section provides an opportunity to consider all of the considerations for this dataset, particularly the dissemination format). | \r\n
| Will the dataset require updates? | \r\nIf so, make sure to properly and timely document this process in the Documentation and Metadata section. | \r\n
Naming conventions should be developed. Provide the description of your naming and versioning procedure in this plan or provide reference to documents containing it. Read more about file naming and version control at UK Data Service.
", "type"=>"guidance", "versionable_id"=>"87da019f-ed1d-4f12-9dfb-1f07e1c56fb6"}) -Question.create({"id"=>68993, "text"=>"Describe the quality assurance process in place to ensure data quality and completeness during data operations (observation, recording, processing, analysis).", "default_value"=>nil, "number"=>4, "section_id"=>22415, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"44ec04e5-8503-4ebd-9aad-797cadfa1d52"}) -Annotation.create({"id"=>64838, "question_id"=>68993, "org_id"=>8, "text"=>"e.g. field notebook, information log, committee implementation, tools such as OpenRefine or QAMyData; consistency with standards. ", "type"=>"example_answer", "versionable_id"=>"1d4f00dc-4219-4fd8-a312-2b3b67e9d04c"}) -Section.create({"id"=>22416, "title"=>"Documentation and Metadata", "description"=>nil, "number"=>2, "phase_id"=>3488, "modifiable"=>false, "versionable_id"=>"9cf3c43d-1af5-4d67-905c-946387159a59"}) -Question.create({"id"=>68994, "text"=>"What documentation is required to correctly read and interpret the research data?", "default_value"=>nil, "number"=>1, "section_id"=>22416, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"5019ca1f-7cad-4b2c-ab5c-b6f35fcfe2e3"}) -Annotation.create({"id"=>64839, "question_id"=>68994, "org_id"=>8, "text"=>"Elements to consider in contextualizing research data: methodologies, definitions of variables or analysis categories, specific classification systems, assumptions, code tree, analyses performed, terminological evolution of a concept, staff members who worked on the data and tasks performed, etc.
\r\nTo ensure a verifiable historical interpretation and the lowest possible bias in the possible reuse of the data, try to identify elements of implicit knowledge or that involve direct communication with the principal investigator.
", "type"=>"guidance", "versionable_id"=>"e2576a0a-c4b5-4eae-82a2-bf1f30184bec"}) -Question.create({"id"=>68995, "text"=>"What documentation strategy will enable you to regularly document the research data throughout the project?", "default_value"=>nil, "number"=>2, "section_id"=>22416, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"18ec00e9-9675-4e91-9ae8-10d2267b4416"}) -Annotation.create({"id"=>64840, "question_id"=>68995, "org_id"=>8, "text"=>"You may want to systematically include a documentation section in project progress reports or link quality assurance activities to the documentation. It is good practice to ensure that data management is included in the tasks of designated individuals.", "type"=>"guidance", "versionable_id"=>"d9b2fc06-4f11-4643-b422-c683c24d9aae"}) -Question.create({"id"=>68996, "text"=>"If applicable, indicate the metadata schema and tools used to document research data.", "default_value"=>nil, "number"=>3, "section_id"=>22416, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"28ab8e97-cbab-4ade-842a-829ba0b4b2c5"}) -Annotation.create({"id"=>64841, "question_id"=>68996, "org_id"=>8, "text"=>"A metadata schema is very useful to systematize the description of research material while making it readable by computers, thus contributing to a better dissemination of this material (e.g.: see Réseau Info-Musée [link in French] or Cataloging Cultural Objects). However, their use may result in a loss of information on provenance or contextualization, so ensure that this documentation is present elsewhere.
\r\nResource for exploring and identifying metadata schemas that may be helpful: RDA Metadata Directory.
\r\nResources for exploring controlled vocabularies: CIDOC/ICOM Conceptual Reference Model, Linked Open Vocabularies. If needed, contact a DMP resource person at your institution.
", "type"=>"guidance", "versionable_id"=>"722ffbcf-2d67-4e51-a217-3e7ff3d39661"}) -Section.create({"id"=>22417, "title"=>"Storage and Backup", "description"=>nil, "number"=>3, "phase_id"=>3488, "modifiable"=>false, "versionable_id"=>"b4af9111-eb1c-4225-ab47-f847a78e96b9"}) -Question.create({"id"=>68997, "text"=>"Describe the storage conditions for your research data taking into account the following aspects:
\r\n| Master file and backup copies | \r\nFollow the 3-2-1 backup rule: keep 3 copies of files (master file + 2 copies), stored on 2 types of media (e.g. institutional server + external drive), and 1 copy kept in an off-site location. Each storage medium has advantages and disadvantages. If needed, consult a resource person or contact the DMP Coordinator at support@portagenetwork.ca. Find more information on storage and backup practices at UK Data Service. | \r\n
| Anticipated storage space | \r\n(e.g. 2 tablets; 15 files of ~70 MB =~ 1 GB multiplied in 3 copies) | \r\n
| Anticipated storage duration | \r\n(e.g. for the duration of the project; 5 years after the end of the project; long term = well beyond the end of the project) | \r\n
| Is the access to this research data restricted? | \r\nIf applicable, indicate what measures are being taken to manage this access (e.g. password protection, file encryption). | \r\n
| Who can access the data? | \r\nDescribe functional roles. To make sure your research data is transmitted in a secure manner or through servers governed by Canadian or provincial legislation, either contact your institution’s library or the DMP Coordinator at support@portagenetwork.ca. | \r\n
| Preservation reason | \r\n(e.g. heritage value; value for one or multiple research communities; public interest; policy requirement) | \r\n
| Preservation format | \r\nSee recommendations of the Library of Congress. Note that converting from one file format to another for preservation purposes may result in loss of information. This type of operation must be mentioned in the Documentation and Metadata section. | \r\n
Where will the research data be stored at the end of the research project?
", "default_value"=>nil, "number"=>2, "section_id"=>22418, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"5761caf8-33c5-48cc-9ea2-183a9b144265"}) -Annotation.create({"id"=>64843, "question_id"=>69000, "org_id"=>8, "text"=>"For long-term preservation, you may wish to consider CoreTrustSeal certified repositories found in this directory. However, as many repositories may be in the process of being certified and are not yet listed in this directory, reviewing the retention policy of a repository of interest will increase your options. For repositories without certification, you can evaluate their quality by comparing their policies to the standards of a certification. Read more on trusted data repositories at The University of Edinburgh and OpenAIRE.
\r\nTo increase the visibility of research data, opt for disciplinary repositories: search by discipline in re3data.org.
\r\nFor solutions governed by Canadian legislation, it is possible to browse by country of origin in re3data.org. In addition, Canada’s digital research infrastructure offers the Federated Research Data Repository (FRDR). Finally, it is quite possible that your institution has its own research data repository.
\r\nTo make sure the selected repository meets the requirements of your DMP, feel free to seek advice from a resource person or contact the DMP Coordinator at support@portagenetwork.ca.
", "type"=>"guidance", "versionable_id"=>"61b3c8ed-3479-4195-bef6-26b06f9ba0d3"}) -Question.create({"id"=>69001, "text"=>"Des coûts sont-ils associés au choix du lieu de dépôt et à la préparation des données?", "default_value"=>nil, "number"=>3, "section_id"=>22418, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ad8ea15c-7cca-4b6a-b696-4e7ac6539b84"}) -Annotation.create({"id"=>64844, "question_id"=>69001, "org_id"=>8, "text"=>"La préparation du matériel de recherche pour son éventuelle conservation implique une variété de tâches pouvant présenter des coûts qu’il est préférable de budgétiser dans la demande de financement. À cette fin, un modèle de coûts peut-être utile ou simplement les rubriques de base du UK Data Service Costing Tool (liens en anglais).
\r\nIntégrer cette estimation de coût dans la section Responsabilités et ressources.
\r\nConsulter au besoin une personne ressource ou contactez le Coordonnateur du PGD à support@portagenetwork.ca.
", "type"=>"guidance", "versionable_id"=>"ebee1e4e-5742-45e8-86bf-4b52341a9963"}) -Section.create({"id"=>22420, "title"=>"Sharing and Reuse", "description"=>nil, "number"=>5, "phase_id"=>3488, "modifiable"=>false, "versionable_id"=>"e6e87ef9-bcb3-48a3-a6d2-a3790d48be78"}) -Question.create({"id"=>69005, "text"=>"Describe each research dataset that will be shared with other researchers or a broader audience while taking into account the following considerations:
\r\n| Is it sensitive data? | \r\nIf so, explain if this limits access. Refer to the Ethics and Legal Compliance section if necessary. | \r\n
| Is the research data subject to intellectual property? | \r\nIf so, explain if this limits access. Refer to the Ethics and Legal Compliance section if necessary. | \r\n
| Sharing requirement | \r\nIt depends on whether an institutional policy or the granting agency requires some form of sharing of research materials. | \r\n
| Target audience | \r\n(e.g. history researchers, researchers from various disciplines, general public) | \r\n
| Data processing level | \r\nDescribe in what format the data is shared, i.e. raw, processed, analyzed, or final, or whether only metadata can be shared. These processing level options are not mutually exclusive. \r\n
| \r\n
| User licence | \r\nThe holder of the research data intellectual property should grant a licence that clarifies how the research data may be used. The most commonly used licences are Creative Commons licences and Open Data Commons licences. Please note that once a licence is granted, even if it is subsequently changed, the use of data obtained under the former licence cannot be prevented. | \r\n
| Required software | \r\nIf applicable, indicate the name and version of the software required to access research data. | \r\n
To optimize the dissemination of research material, follow the FAIR principles as much as possible. The Australian Research Data Commons offers an easy-to-use tool for assessing compliance with these principles. The Digital Curation Centre provides a detailed guide to data citation (both digital and physical).
\r\nTo make the material retrievable by other tools and to cite it in scholarly publications, publish a data article in an open access journal such as the Research Data Journal for the Humanities and Social Sciences.
\r\nIf necessary, contact a resource person or the DMP Coordinator at support@portagenetwork.ca.
", "type"=>"guidance", "versionable_id"=>"4ce570ef-7b88-4f06-a61b-c716e6851bc0"}) -Section.create({"id"=>22421, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>6, "phase_id"=>3488, "modifiable"=>false, "versionable_id"=>"72d30063-58ba-4d95-b6c6-edcccabe1c79"}) -Question.create({"id"=>69007, "text"=>"For all research data management activities, consider who is responsible (individual or organization), based on what timeframe, whether staff training is required, and whether there are costs associated with these tasks.", "default_value"=>nil, "number"=>1, "section_id"=>22421, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"8926cd4f-47ce-459d-921d-7c996e8040c3"}) -Annotation.create({"id"=>64850, "question_id"=>69007, "org_id"=>8, "text"=>"Activities that should be documented: drafting and updating the DMP; drafting document management procedures (naming rules, backup copies, etc.); monitoring document management procedure implementation; conducting the quality assurance process; designing and updating the succession plan; drafting the documentation; assessing the retention period; assessing data management costs; managing sensitive data; managing licences and intellectual property; choosing the final data repository location; and preparing research data for the final repository.
", "type"=>"guidance", "versionable_id"=>"00db0119-d41d-4692-8140-ce91b83a44b8"}) -Question.create({"id"=>69008, "text"=>"Describe your succession plan to deal with significant disruptions.", "default_value"=>nil, "number"=>2, "section_id"=>22421, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"38397470-8029-47e5-8db2-ebed561ee8f1"}) -Annotation.create({"id"=>64851, "question_id"=>69008, "org_id"=>8, "text"=>"Describe the process to be followed, the actions to be taken, and the avenues to be considered to ensure ongoing data management if significant changes occur. Here are possible events to consider: a principal investigator is replaced, a person designated in the assignment table changes, a student who has finished their project related to research data in this DMP leaves.", "type"=>"guidance", "versionable_id"=>"5f421626-03d8-427e-82f2-c22273e0eecf"}) -Question.create({"id"=>69009, "text"=>"What is an overall cost estimate for the management of research materials?", "default_value"=>nil, "number"=>3, "section_id"=>22421, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b3126d9a-6fba-4db3-92d0-12789b7d23f0"}) -Annotation.create({"id"=>64852, "question_id"=>69009, "org_id"=>8, "text"=>"Taking into account all the aspects in the previous sections, estimate the overall cost of implementing the data management plan. Consider both the management activities required during the active phase of the project and the preservation phase. Some of these costs may be covered by funding agencies.", "type"=>"guidance", "versionable_id"=>"7bb68fa7-7b1f-4110-b6e5-f9d4dcce6a99"}) -Section.create({"id"=>22419, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>7, "phase_id"=>3488, "modifiable"=>false, "versionable_id"=>"626bb916-6ad3-485b-a94c-dc985540c10d"}) -Question.create({"id"=>69002, "text"=>"For each research dataset reported as containing sensitive data (see Research Data Collection section), explain how this data will be safely managed to protect the privacy and confidentiality within your team.
", "default_value"=>nil, "number"=>1, "section_id"=>22419, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"71ca01b9-1c77-4edc-839c-8956f0c3f16d"}) -Annotation.create({"id"=>64845, "question_id"=>69002, "org_id"=>8, "text"=>"If applicable, retrieve written consent from an institution's ethics approval process. If the research involves human participants, verify that the content of the various sections of this DMP is consistent with the consent form signed by the participants.
\r\nDescribes anticipated data sharing issues within the team, their causes, and possible measures to mitigate them. Read more about data security at UK Data Service.
", "type"=>"guidance", "versionable_id"=>"d9c12fa1-61e0-4c63-b930-abb1ae28d579"}) -Question.create({"id"=>69003, "text"=>"If research data sharing is desired and possible, what strategies will you implement to address the secondary use of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>22419, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"e3d606e8-113f-4e84-ab93-64411b82415a"}) -Annotation.create({"id"=>64846, "question_id"=>69003, "org_id"=>8, "text"=>"If applicable, pay close attention to the appropriateness of the content in the Sharing and Reuse section with the consent forms signed by participants. Anonymizing data can reassure participants while supporting the development of a data sharing culture. Learn more about anonymization: UBC Library, UK Data Service, or the Portage Network.
\r\nAlso make sure that metadata does not disclose sensitive data.
\r\nExplain how access requests to research data containing sensitive data will be managed. What are the access conditions? Who will monitor these requests? What explanations should be provided to applicants?
", "type"=>"guidance", "versionable_id"=>"56d5978b-98ca-4f16-8b42-2f2569e8dc59"}) -Question.create({"id"=>69004, "text"=>"Are there legal and intellectual property issues that will limit the opening of data?", "default_value"=>nil, "number"=>3, "section_id"=>22419, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"3d1ba59a-37ed-4dfb-b5cc-5750f3d0583b"}) -Annotation.create({"id"=>64847, "question_id"=>69004, "org_id"=>8, "text"=>"Describe the allocation of copyrights between members of the research team and external copyright holders (include libraries, archives and museums). Verify that the licenses to use the research materials identified in the Sharing and Reuse section are consistent with the description in this section.
\r\nIf commercial activities are involved in your research project, there are legal aspects to consider regarding the protection of private information. Compliance with privacy laws and intellectual property legislation may impose data access restrictions. This issue can be discussed with a resource person.
", "type"=>"guidance", "versionable_id"=>"ff1c47e5-ec6e-413c-bd9c-b4ef92b64ad0"}) -Template.create!({"id"=>3512, "title"=>"Portage Template for Advanced Research Computing", "description"=>"ARC provides researchers with digital technology, infrastructure and expertise to help them solve research problems that are either too large or too complex to undertake by other means. It includes access to both computational and storage resources, such as multi-core and many-core high performance computing (HPC or supercomputers) systems, distributed high-throughput computing (HTC) environments, large-scale data analysis frameworks (e.g., Hadoop, Spark), visualization and data analysis systems, large-memory systems, data storage, and cloud systems. This template is intended for researchers whose research cannot be conducted on a traditional computer but has to rely on one or more of the advanced research computing resources mentioned above. ARC-based research occurs in a wide range of fields including genomics, molecular dynamics, bioinformatics, neuroscience, biochemistry, quantum chemistry, structural mechanics, astrophysics, energy economics, climate change, machine learning, artificial intelligence, and the humanities.
", "published"=>true, "org_id"=>43, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>272694087, "family_id"=>1572944259, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3491, "title"=>"Phase 1: Data Preparation", "description"=>nil, "number"=>1, "template_id"=>3512, "modifiable"=>false, "versionable_id"=>"05d7f955-8c04-4752-9fae-2293a77b7c88"}) -Section.create({"id"=>22436, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3491, "modifiable"=>false, "versionable_id"=>"7594e254-89ad-4979-9dbd-bf7ec5518071"}) -Question.create({"id"=>69051, "text"=>"What types of data, metadata, and scripts will you collect, create, link to, acquire, record, or generate through the proposed research project?", "default_value"=>nil, "number"=>1, "section_id"=>22436, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"7f924875-2ec4-446f-ae09-fb22e84fe6ec"}) -Annotation.create({"id"=>64887, "question_id"=>69051, "org_id"=>8, "text"=>"Examples of data types may include text, numeric (ASCII, binary), images, audio, video, tabular data, spatial data, experimental, observational, and simulation/modelling data, instrumentation data, codes, software and algorithms, and any other materials that may be produced in the course of the project.", "type"=>"guidance", "versionable_id"=>"f45abfc0-3ed4-4e31-a50c-b34471711131"}) -Section.create({"id"=>22437, "title"=>"Data Organization", "description"=>nil, "number"=>2, "phase_id"=>3491, "modifiable"=>false, "versionable_id"=>"56b7719e-3212-453b-a239-f93d4f87f719"}) -Question.create({"id"=>69052, "text"=>"In what file formats will your data be collected and generated? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>1, "section_id"=>22437, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0b6a1acd-9b59-4be9-bd67-21ef3ed75b20"}) -Annotation.create({"id"=>64888, "question_id"=>69052, "org_id"=>8, "text"=>"Proprietary file formats that require specialized software or hardware are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible. Read more about recommended file formats at UBC Library or UK Data Service.", "type"=>"guidance", "versionable_id"=>"8a82b957-87bd-4578-a455-c21ca626c034"}) -Question.create({"id"=>69053, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>2, "section_id"=>22437, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0f7a0bbf-837e-4928-8a0f-0ac53046f702"}) -Annotation.create({"id"=>64889, "question_id"=>69053, "org_id"=>8, "text"=>"It is important to keep track of different copies and versions of files, files held in different formats or locations, and any information cross-referenced between files.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and will minimize confusion regarding copies on different computers, on different media, in different formats, and/or in different locations. Read more about file naming and version control at UBC Library or UK Data Service.", "type"=>"guidance", "versionable_id"=>"07440541-24d0-44fb-8290-6a1463f090bc"}) -Phase.create({"id"=>3492, "title"=>"Phase 2: Active Research (Data) Management", "description"=>nil, "number"=>2, "template_id"=>3512, "modifiable"=>false, "versionable_id"=>"4b54c857-03ae-486b-884b-1c90a2b4e4bc"}) -Section.create({"id"=>22438, "title"=>"Documentation and Metadata", "description"=>nil, "number"=>1, "phase_id"=>3492, "modifiable"=>false, "versionable_id"=>"908fa18f-c99e-4fac-b256-06cfa0f2affe"}) -Question.create({"id"=>69054, "text"=>"What information will be needed for the data to be read and interpreted correctly?", "default_value"=>nil, "number"=>1, "section_id"=>22438, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"c5e1f309-2af4-4d6e-8fb1-3391580cc6cc"}) -Annotation.create({"id"=>64890, "question_id"=>69054, "org_id"=>8, "text"=>"Some types of documentation typically provided for research data and software include:
\r\nThere are many general and domain-specific metadata standards that can be used to manage research data. These machine-readable, openly-accessible standards are often based on language-independent data formats such as XML, RDF, and JSON, which enables the effective exchange of information between users and systems. Existing, accepted community standards should be used wherever possible, including when recording intermediate results.
\r\nWhere community standards are absent or inadequate, this should be documented along with any proposed solutions or remedies. You may wish to use this DMP Template to propose alternate strategies that will facilitate metadata interoperability in your field.
", "type"=>"guidance", "versionable_id"=>"c78b846a-d81f-46cf-af87-3904970db920"}) -Annotation.create({"id"=>64893, "question_id"=>69055, "org_id"=>8, "text"=>"There are a wide variety of metadata standards available to choose from, and you can learn more about these options at UK Digital Curation Centre's Disciplinary Metadata, FAIRsharing standards, RDA Metadata Standards Directory, Seeing Standards: A Visualization of the Metadata Universe.
", "type"=>"example_answer", "versionable_id"=>"536f9938-a2ba-46ef-bfb8-89bff810fc19"}) -Question.create({"id"=>69056, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>3, "section_id"=>22438, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"26ec06e9-b953-4c25-a70e-b5c52acb9b31"}) -Annotation.create({"id"=>64894, "question_id"=>69056, "org_id"=>8, "text"=>"Consider how you will capture information during the project and where it will be recorded to ensure the accuracy, consistency, and completeness of your documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection or processing that need to be reflected in the documentation. Individual roles and workflows should include gathering, creating or maintaining data documentation as a key element.", "type"=>"guidance", "versionable_id"=>"0fbb9f62-e31f-4e66-b12d-230ccbdb250a"}) -Section.create({"id"=>22439, "title"=>"Advanced Research Computing (ARC)-Related Facilities and Other Resources", "description"=>nil, "number"=>2, "phase_id"=>3492, "modifiable"=>false, "versionable_id"=>"0c468ef8-3821-4f67-9342-13cc0cd70009"}) -Question.create({"id"=>69057, "text"=>"Please identify the facilities to be used (laboratory, computer, office, clinical and other) and/or list the organizational resources available to perform the proposed research. If appropriate, indicate the capacity, pertinent capabilities, relative proximity and extent of availability of the resources to the research project.", "default_value"=>nil, "number"=>1, "section_id"=>22439, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"258a0679-f9b8-445a-9c18-d4d6887e5b03"}) -Annotation.create({"id"=>64895, "question_id"=>69057, "org_id"=>8, "text"=>"ARC resources usually contain both computational resources and data storage resources. Please describe only those ARC resources that are directly applicable to the proposed work. Include existing resources and any external resources that may be made available.", "type"=>"guidance", "versionable_id"=>"bdd3982c-08b8-4828-a627-27409724ba55"}) -Question.create({"id"=>69058, "text"=>"What will be the primary production computing platform(s) (e.g., compute clusters, virtual clusters)?", "default_value"=>nil, "number"=>2, "section_id"=>22439, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"971c8c4f-e2bb-4eda-bc38-70c7f5240d79"}) -Question.create({"id"=>69059, "text"=>"What are the technical details of each of the computational resources?", "default_value"=>nil, "number"=>3, "section_id"=>22439, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"5e95cec3-07a1-4785-a061-514729e09faf"}) -Annotation.create({"id"=>64896, "question_id"=>69059, "org_id"=>8, "text"=>"You may wish to provide the following information:
\r\nExamples of data analysis frameworks include:
\r\nExamples of software tools include:
\r\n(Re)using code/software requires, at minimum, information about both the environment and expected input/output. Log all parameter values, including when setting random seeds to predetermined values, and make note of the requirements of the computational environment (software dependencies, etc.) Track your software development with versioning control systems, such as GitHub Bitbucket, GitLab, etc.
\r\nIf your research and/or software are built upon others’ software code, it is good practice to acknowledge and cite the software you use in the same fashion as you cite papers to both identify the software and to give credit to its developers.
\r\nFor more information on proper software documentation and citation practices, see: Ten simple rules for documenting scientific software and Software Citation Principles.", "type"=>"guidance", "versionable_id"=>"00306a03-462d-48f9-b20c-dd659475cbbd"}) -Question.create({"id"=>69063, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>7, "section_id"=>22439, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a31e6028-e95d-4c23-8081-785d2d729fab"}) -Annotation.create({"id"=>64901, "question_id"=>69063, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time, particularly if you are collecting data over a long period (e.g. several months or years). Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>"67c3d47e-4e02-431f-9ebf-8ba2898aa952"}) -Question.create({"id"=>69064, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>8, "section_id"=>22439, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"446e5b3c-3d06-4785-90b0-ee59e68ca041"}) -Annotation.create({"id"=>64902, "question_id"=>69064, "org_id"=>8, "text"=>"Data may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nThe risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule: Have at least three copies of your data; store the copies on two different media; keep one backup copy offsite.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.", "type"=>"guidance", "versionable_id"=>"1424af2a-e765-40d2-a24d-0b315b9b7bf5"}) -Question.create({"id"=>69065, "text"=>"What are the technical details of each of the storage and file systems you will use during the active management of the research project?", "default_value"=>nil, "number"=>9, "section_id"=>22439, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"179bd35d-dc94-4d96-835e-c687068094e6"}) -Annotation.create({"id"=>64903, "question_id"=>69065, "org_id"=>8, "text"=>"Technical detail example:
\r\nExamples of systems:
\r\nAn ideal solution is one that facilitates cooperation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution.
\r\nThird-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and the servers are often located outside Canada.
", "type"=>"guidance", "versionable_id"=>"4ae0c0f8-5ca3-466d-b6b1-da69fc39686c"}) -Question.create({"id"=>69067, "text"=>"What do you estimate the overall cost of managing your data will be?", "default_value"=>nil, "number"=>11, "section_id"=>22439, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"7d206efc-64af-4d1d-9964-e066f9645370"}) -Annotation.create({"id"=>64905, "question_id"=>69067, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for ongoing support after the project is finished. Consider costs associated with data purchase, data curation, and providing long-term access to the data. For ARC projects, charges for computing time, also called Service Units (SU), and the cost of specialized or proprietary software should also be taken into consideration.
\r\nSome funding agencies state explicitly that they will provide support to meet the cost of preparing data for deposit in a repository. These costs could include: technical aspects of data management, training requirements, file storage & backup, etc. OpenAIRE has a useful tool for Estimating costs for RDM.", "type"=>"guidance", "versionable_id"=>"8e50335a-e225-4768-9dac-eaff431ef4f7"}) -Question.create({"id"=>69068, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>12, "section_id"=>22439, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"bed1096a-72d7-491c-8808-4f8fae1caa5b"}) -Annotation.create({"id"=>64906, "question_id"=>69068, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the time frame associated with these staff responsibilities and any training needed to prepare staff for these duties.", "type"=>"guidance", "versionable_id"=>"628f3f90-92bf-4c43-b183-2a5903f35c80"}) -Section.create({"id"=>22440, "title"=>"Ensure Portability and Reproducibility of Results", "description"=>nil, "number"=>3, "phase_id"=>3492, "modifiable"=>false, "versionable_id"=>"ecf6fe55-7816-429f-8e05-e27f6a20424f"}) -Question.create({"id"=>69069, "text"=>"What will you do to ensure portability and reproducibility of your results?", "default_value"=>nil, "number"=>1, "section_id"=>22440, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"99de61ca-315e-4bd4-818c-a1bd3beaabb4"}) -Annotation.create({"id"=>64907, "question_id"=>69069, "org_id"=>8, "text"=>"Container solutions, such as docker and singularity, can replicate the exact computational environment for others to run. For more information, these Ten Simple Rules for Writing Dockerfiles for Reproducible Data Science and Ten Simple Rules for Reproducible Computational Research may be helpful.", "type"=>"example_answer", "versionable_id"=>"df82b46f-c99b-46c3-a6cb-7ee03fce97dc"}) -Annotation.create({"id"=>64908, "question_id"=>69069, "org_id"=>8, "text"=>"A computationally reproducible research package will include:
\r\nAll information above should be accessible to both designated users and reusers.
\r\n(Re)using code/software requires knowledge of two main aspects at minimum: environment and expected input/output. With sufficient information provided, computational results can be reproduced. Sometimes, a minimum working example will be helpful.
", "type"=>"guidance", "versionable_id"=>"595d0a2c-1922-4d27-ae9d-b20bcb2954de"}) -Phase.create({"id"=>3493, "title"=>"Phase 3: Data Protection", "description"=>nil, "number"=>3, "template_id"=>3512, "modifiable"=>false, "versionable_id"=>"3c4e5a7f-a13a-44e4-986d-0e61f4748e07"}) -Section.create({"id"=>22441, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>1, "phase_id"=>3493, "modifiable"=>false, "versionable_id"=>"c58f9a84-9387-4afb-9980-51a22e0235f9"}) -Question.create({"id"=>69070, "text"=>"Will your proposed research include any sensitive, private, confidential, or other legally protected information or data?", "default_value"=>nil, "number"=>1, "section_id"=>22441, "question_format_id"=>3, "option_comment_display"=>false, "modifiable"=>false, "versionable_id"=>"1e1ec8b9-b18b-4809-bc59-6d9f00fbe1ec"}) -QuestionOption.create({"id"=>214, "question_id"=>69070, "text"=>"Yes", "number"=>1, "is_default"=>false, "versionable_id"=>"5fa14213-7db4-469f-981f-1ca4bdfe11da"}) -QuestionOption.create({"id"=>215, "question_id"=>69070, "text"=>"No", "number"=>2, "is_default"=>false, "versionable_id"=>"8fc9f291-991b-4dcd-8403-27e727cbb773"}) -Question.create({"id"=>69071, "text"=>"If your project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>2, "section_id"=>22441, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"4ebc2365-0bc7-4adc-a3d7-b9f335bdc52f"}) -Annotation.create({"id"=>64909, "question_id"=>69071, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. Decisions should align with your institutional Research Ethics Board requirements.Obtaining the appropriate consent from research participants is an important step in assuring your Research Ethics Board that data may be shared with researchers outside of your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources. Read more about data security: UK Data Service.
\r\nYou may need to anonymize or de-identify your data before you can share it. Read more about these processes at UBC Library , UK Data Service, or Image Data Sharing for Biomedical Research—Meeting HIPAA Requirements for De-identification.", "type"=>"guidance", "versionable_id"=>"021e83c5-1b37-4916-88ce-b86803fed149"}) -Question.create({"id"=>69073, "text"=>"Under what licence do you plan to release your data?", "default_value"=>nil, "number"=>4, "section_id"=>22441, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"7950d965-f90c-40e5-84f8-b453a49918d1"}) -Annotation.create({"id"=>64911, "question_id"=>69073, "org_id"=>8, "text"=>"There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. For most datasets it is easier to use a standard license rather than to devise a custom-made one. Even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0. More about data licensing: Digital Curation Centre. ", "type"=>"example_answer", "versionable_id"=>"e1d81c56-4673-45b3-acbc-4c9edce69960"}) -Annotation.create({"id"=>64912, "question_id"=>69073, "org_id"=>8, "text"=>"Licenses stipulate how your data may be used. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the selection of a license. Once selected, please include a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights. ", "type"=>"guidance", "versionable_id"=>"eb193e3c-79ad-4b11-ac94-7015949ea145"}) -Question.create({"id"=>69074, "text"=>"Under what licence do you plan to release your software?", "default_value"=>nil, "number"=>5, "section_id"=>22441, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"816bd2c3-5c56-49dc-837b-012398fcaf14"}) -Annotation.create({"id"=>64913, "question_id"=>69074, "org_id"=>8, "text"=>"By providing a licence for your software, you grant others certain freedoms, and define what they are allowed to do with your code. Free and open software licences typically allow someone else to use, study, improve and share your code. You can licence all the software you write, including scripts and macros you develop on proprietary platforms. For more information, see Choose an Open Source License or open source licenses options at the Open Source Initiative.
\r\nPlease be aware that software is typically protected by copyright that is often held by the institution rather than the developer. Ensure you understand what rights you have to share your software before choosing a license.
", "type"=>"guidance", "versionable_id"=>"35ac909f-7bf6-493b-b0c6-b0b7381d6287"}) -Question.create({"id"=>69075, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>6, "section_id"=>22441, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"2f45e06f-6ba9-4a4f-9505-f67d714d78cd"}) -Annotation.create({"id"=>64914, "question_id"=>69075, "org_id"=>8, "text"=>"Before you copy, (re-)use, modify, build on, or (re-)distribute others’ data and code, or engage in the production of derivatives, be sure to check, read, understand and follow any legal licensing agreements. The actions you can take, including whether you can publish or redistribute derivative research products, may depend on terms of the original license.
\r\nIf your research data and/or software are built upon others’ data and software publications, it is good practice to acknowledge and cite the corresponding data and software you use in the same fashion as you cite papers to both identify the software and to give credit to its developers. Some good resources for developing citations are the Software Citation Principles (Smith et al., 2016), DataCite - Cite Your Data, and Out of Cite, Out of Mind: The Current State of Practice, Policy, and Technology for the Citation of Data.
\r\nCompliance with privacy legislation and laws that may restrict the sharing of some data should be discussed with your institution's privacy officer or data librarian, if possible. Research Ethics Boards are also central to the research process and a valuable resource. Include in your documentation a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"63c917bb-345b-4351-b1e2-4d5b6cc6537e"}) -Phase.create({"id"=>3494, "title"=>"Phase 4: Sharing and Preserving", "description"=>nil, "number"=>4, "template_id"=>3512, "modifiable"=>false, "versionable_id"=>"d1fd3a69-036b-4779-a768-3b05bc27ff1a"}) -Section.create({"id"=>22442, "title"=>"Sharing and Preserving", "description"=>nil, "number"=>1, "phase_id"=>3494, "modifiable"=>false, "versionable_id"=>"a6f30a46-350b-4e96-a9c4-9c56695eac63"}) -Question.create({"id"=>69076, "text"=>"What will be the potential impact of the data within the immediate field and in other fields, and any broader societal impact?", "default_value"=>nil, "number"=>1, "section_id"=>22442, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1e289bf3-8ae3-408f-9be8-27067023ca97"}) -Question.create({"id"=>69077, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>2, "section_id"=>22442, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0403467f-a901-48c1-b986-ccba223a81de"}) -Annotation.create({"id"=>64915, "question_id"=>69077, "org_id"=>8, "text"=>"One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications. The Digital Curation Centre provides a detailed guide on data citation. You may also wish to consult the DataCite citation recommendations.
\r\nSome repositories also create links from datasets to their associated papers, increasing the visibility of the publications. If possible, cross-reference or link out to all publications, code and data. Choose a repository that will assign a persistent identifier (such as a DOI) to your dataset to ensure stable access to the dataset.
\r\nOther sharing possibilities include: data registries, indexes, word-of-mouth, and publications. For more information, see Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support.", "type"=>"guidance", "versionable_id"=>"db67d63e-3a0f-4be1-a9b9-3f76fe270c46"}) -Question.create({"id"=>69078, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>3, "section_id"=>22442, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"aefe230d-4890-4795-9ba7-3c90480b3f3e"}) -Annotation.create({"id"=>64916, "question_id"=>69078, "org_id"=>8, "text"=>"Consider which data are necessary to validate (support or verify) your research findings, and which must be shared to meet institutional or funding requirements. This may include data and code used in analyses or to create charts, figures, images, etc. Certain data may need to be restricted because of confidentiality, privacy, or intellectual property considerations and should be described below.
\r\nWherever possible, share your data in preservation-friendly file formats. Some data formats are optimal for the long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented. ", "type"=>"guidance", "versionable_id"=>"130e6367-1660-461d-897a-55ace3cb40be"}) -Question.create({"id"=>69079, "text"=>"Where will you deposit your data and software for preservation and access at the end of your research project?", "default_value"=>nil, "number"=>4, "section_id"=>22442, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"03088318-15b9-4960-ab46-26c8e6c10ed4"}) -Annotation.create({"id"=>64917, "question_id"=>69079, "org_id"=>8, "text"=>"Data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
\r\nIt is important to verify whether or not the data repository you have selected will support the terms of use or licenses you wish to apply to your data and code. Consult the repository’s own terms of use and preservation policies for more information. For help finding an appropriate repository, contact your institution’s library or reach out to the Portage DMP Coordinator at support@portagenetwork.ca. ", "type"=>"guidance", "versionable_id"=>"aa23d61f-b144-4075-8ca2-78f9f46f365a"}) -Annotation.create({"id"=>64918, "question_id"=>69079, "org_id"=>8, "text"=>"The general-purpose repositories for data sharing in Canada are the Federated Research Data Repository (FRDR) and Scholars Portal Dataverse. You can search for discipline-specific repositories on re3data.org or by using DataCite's Repository Finder tool. ", "type"=>"example_answer", "versionable_id"=>"b7ff5b45-cf9a-4437-b847-d9fa73967d40"}) -Question.create({"id"=>69080, "text"=>"What software code will you make available, and where?", "default_value"=>nil, "number"=>5, "section_id"=>22442, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"4e516f4c-3899-4bd6-afb3-b4be6e03e3a3"}) -Annotation.create({"id"=>64919, "question_id"=>69080, "org_id"=>8, "text"=>"Making the software (or source code) you developed accessible is essential for others to understand your work. It allows others to check for errors in the software, to reproduce your work, and ultimately, to build upon your work. Consider using a code-sharing platform such as GitHub Bitbucket, or GitLab. If you would like to archive your code and receive a DOI, GitHub is integrated with Zenodo as a repository option.
\r\nAt a minimum, if using third-party software (proprietary or otherwise), researchers should share and make available the source code (e.g., analysis scripts) used for analysis (even if they do not have the intellectual property rights to share the software platform or application itself).
", "type"=>"guidance", "versionable_id"=>"6cfa6f30-f945-4dcd-9c7a-8fb7728ded72"}) -Question.create({"id"=>69081, "text"=>"Describe your software sustainability plan.", "default_value"=>nil, "number"=>6, "section_id"=>22442, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"119e52f6-19e2-4f03-8a4f-996b61b57c4c"}) -Annotation.create({"id"=>64920, "question_id"=>69081, "org_id"=>8, "text"=>"After the software has been delivered, used and recognized by a sufficiently large group of users, will you allocate both human and financial resources to support the regular maintenance of the software, for activities such as debugging, continuous improvement, documentation and training?", "type"=>"guidance", "versionable_id"=>"2aa79397-933d-4072-973f-b94cb70b3837"}) -Template.create!({"id"=>3513, "title"=>"Portage Template for Arts-Based Research", "description"=>"This template will assist you in creating a data management plan for arts-based research (ABR). It is intended for researchers and artists who use artistic processes as research methods (i.e., arts-based methods). ABR is used across disciplines and encompasses diverse understandings of the arts, research, and how they intersect. In this template, ABR is an umbrella term for all the ways the arts are adapted to answer research questions, including those described as arts research, artistic research, and research-creation. You can use this template on its own, or in combination with others on the DMP Assistant when using arts-based methods with other methodological approaches.
", "published"=>true, "org_id"=>43, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>352166419, "family_id"=>1610323576, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3495, "title"=>"Portage Template for Arts-Based Research", "description"=>"This template will assist you in creating a data management plan for arts-based research (ABR). It is intended for researchers and artists who use artistic processes as research methods (i.e., arts-based methods). ABR is used across disciplines and encompasses diverse understandings of the arts, research, and how they intersect. In this template, ABR is an umbrella term for all the ways the arts are adapted to answer research questions, including those described as arts research, artistic research, and research-creation. You can use this template on its own, or in combination with others on the DMP Assistant when using arts-based methods with other methodological approaches.
", "number"=>1, "template_id"=>3513, "modifiable"=>false, "versionable_id"=>"5ba3ad08-b91a-4194-8d20-d904b09fa950"}) -Section.create({"id"=>22443, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3495, "modifiable"=>false, "versionable_id"=>"61d9e90b-adb7-4fd2-94cb-9ffe4d695cdc"}) -Question.create({"id"=>69082, "text"=>"What types of data will you create and/or collect? What methods, arts-based and otherwise, will you use?", "default_value"=>nil, "number"=>1, "section_id"=>22443, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"49aa06dc-7a31-4bf5-a5e1-b74c7bd2ce5f"}) -Annotation.create({"id"=>64921, "question_id"=>69082, "org_id"=>8, "text"=>"Drawings, songs, poems, films, short stories, performances, interactive installations, and social experiences facilitated by artists are examples of data. Data on artistic processes can include documentation of techniques, stages, and contexts of artistic creation, and the physical materials (e.g., paints, textiles, found objects) and tools (e.g., pencils, the body, musical instruments) used to create artwork. Other types of data are audio recordings of interviews, transcripts, photographs, videos, field notes, historical documents, social media posts, statistical spreadsheets, and computer code.", "type"=>"example_answer", "versionable_id"=>"9dfcce79-872f-4bbc-9dd3-134114763e48"}) -Annotation.create({"id"=>64922, "question_id"=>69082, "org_id"=>8, "text"=>"Artwork is a prominent type of data in ABR that is commonly used as content for analysis and interpretation. Artworks that exist as, or are documented in, image, audio, video, text, and other types of digital files facilitate research data management. The same applies to preparatory, supplemental, and discarded artworks made in the creation of a principal one. Research findings you create in the form of artwork can be treated as data if you will make them available for researchers, artists, and/or the public to use as data. Information about artistic processes can also be data. Read more on artwork and artistic processes as data at Kultur II Group and Jisc.", "type"=>"guidance", "versionable_id"=>"ac40886b-4ab5-4955-b29f-b2559d4f9122"}) -Question.create({"id"=>69083, "text"=>"Do you plan to use datasets published by others? Where will you collect them from?", "default_value"=>nil, "number"=>2, "section_id"=>22443, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"135a4b6f-657b-4417-b51a-526827f9a3c0"}) -Annotation.create({"id"=>64923, "question_id"=>69083, "org_id"=>8, "text"=>"Researchers and artists can publish their data for others to reuse. Research data repositories and government agencies are sources of published data (e.g., Federated Research Data Repository, Statistics Canada). Your university may have its own research data repository. Academic journals may host published data as supplementary material connected to their articles. If you need help finding resources for published data, contact your institution’s library or reach out to the Portage DMP Coordinator at support@portagenetwork.ca.", "type"=>"guidance", "versionable_id"=>"fdca975e-ca6a-4fe0-9bd2-8ba5ae4cc336"}) -Question.create({"id"=>69084, "text"=>"How will you digitally document artwork, artistic processes, and other non-digital data? What conditions, hardware, software, and skills will you need?", "default_value"=>nil, "number"=>3, "section_id"=>22443, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"5d918a80-b2ee-4f77-9cba-d452ed164f43"}) -Annotation.create({"id"=>64924, "question_id"=>69084, "org_id"=>8, "text"=>"Non-digital data should be digitized when possible. Digitization is needed for many reasons, including returning artwork to participants, creating records of performances, and depositing data in a repository for reuse. When planning your documentation, consider what conditions (e.g., good lighting, sound dampening), hardware (e.g., microphone, smartphone), software (e.g., video editing program), and specialized skills (e.g., filming techniques, image-editing skills) you will need. High quality documentation will make your data more valuable to you and others.", "type"=>"guidance", "versionable_id"=>"347333e4-156f-4042-a4d5-0993577f41ff"}) -Question.create({"id"=>69085, "text"=>"What file formats will your data be created and/or collected in?", "default_value"=>nil, "number"=>4, "section_id"=>22443, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"3839408f-1b49-41ad-98ca-cdff46516377"}) -Annotation.create({"id"=>64925, "question_id"=>69085, "org_id"=>8, "text"=>"Open (i.e., non-proprietary) file formats are preferred when possible because they can be used by anyone, which helps ensure others can access and reuse your data in the future. However, proprietary file formats may be necessary for certain arts-based methods because they have special capabilities for creating and editing images, audio, video, and text. If you use proprietary file formats, try to select industry-standard formats (i.e., those widely used by a given community) or those you can convert to open ones. UK Data Service provides a table of recommended and acceptable file formats for various types of data.
\r\nCornell University defines metadata as “documentation that describes data” (see also Concordia University Library). Creating good metadata includes providing information about your project as well as each item in your database, and any other contextual information needed for you and others to interpret and reuse your data in the future. CESSDA and UK Data Service provide examples of project- and item-level metadata. Because arts-based methods tend to be customized and fluid, describing them in your project-level metadata is important.
", "type"=>"guidance", "versionable_id"=>"07838a20-5080-4530-aae1-2f5b1ecafaa3"}) -Question.create({"id"=>69088, "text"=>"What metadata standard will you use?", "default_value"=>nil, "number"=>2, "section_id"=>22444, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"c90f656e-86b1-40d4-bc8f-6b95644ab02d"}) -Annotation.create({"id"=>64930, "question_id"=>69088, "org_id"=>8, "text"=>"Dublin Core and DDI are two widely used general metadata standards. Discipline-specific standards used by museums and galleries (e.g., CCO, VRA Core) may be useful to describe artworks at the item level. You can also explore arts-specific data repositories at re3data.org to see what metadata standards they use.", "type"=>"example_answer", "versionable_id"=>"07f39f5f-2283-4b8f-86a7-a6738dbf8bb6"}) -Annotation.create({"id"=>64931, "question_id"=>69088, "org_id"=>8, "text"=>"A metadata standard is a set of established categories you can use to describe your data. Using one helps ensure your metadata is consistent, structured, and machine-readable, which is essential for depositing data in repositories and making them easily discoverable by search engines. While no specific metadata standard exists for ABR, you can adopt existing general or discipline-specific ones (for more, see Queen’s University Library and Digital Curation Centre). For more help finding a suitable metadata standard, you may wish to contact your institution’s library or reach out to the Portage DMP Coordinator at support@portagenetwork.ca.", "type"=>"guidance", "versionable_id"=>"1ca55ef7-e47c-4afc-8451-87dffb9f110d"}) -Question.create({"id"=>69089, "text"=>"How will you consistently create metadata during your project?", "default_value"=>nil, "number"=>3, "section_id"=>22444, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"17d24195-35e3-4a38-bbac-ec5d460e40e4"}) -Annotation.create({"id"=>64932, "question_id"=>69089, "org_id"=>8, "text"=>"One way to record metadata is to place it in a separate text file (i.e., README file) that will accompany your data and to update it throughout your project. Cornell University provides a README file template you can adapt. You can also embed item-level metadata in certain files, such as placing contextual information and participant details for an interview in a summary page at the beginning of a transcript. Creating a data list, a spreadsheet that collects all your item-level metadata under key categories, will help you and others easily identify items, their details, and patterns across them. UK Data Service has a data list template you can adapt.", "type"=>"example_answer", "versionable_id"=>"321e496f-be88-4c25-86f9-f43b11a874bd"}) -Annotation.create({"id"=>64933, "question_id"=>69089, "org_id"=>8, "text"=>"Creating metadata should not be left to the end of your project. A plan that lays out how, when, where, and by whom metadata will be captured during your project will help ensure your metadata is accurate, consistent, and complete. You can draw metadata from files you have already created or will create for your project (e.g., proposals, notebooks, interview guides, file properties of digital images). If your arts-based methods shift during your project, make sure to record these changes in your metadata. The same practices for organizing data can be used to organize metadata (e.g., consistent naming conventions, file version markers).", "type"=>"guidance", "versionable_id"=>"5715da0a-d3b1-4e50-ae94-408a2f94e71c"}) -Section.create({"id"=>22445, "title"=>"Storage, Backup, and Access", "description"=>nil, "number"=>3, "phase_id"=>3495, "modifiable"=>false, "versionable_id"=>"246bba52-bf9d-4d5a-8e38-b02aa34bc68e"}) -Question.create({"id"=>69090, "text"=>"How much storage space will you need for digital data during your project? How long will you store them?", "default_value"=>nil, "number"=>1, "section_id"=>22445, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a4e6c71b-2d6d-45a1-bcc6-2f0e481ce4ca"}) -Annotation.create({"id"=>64934, "question_id"=>69090, "org_id"=>8, "text"=>"Estimate the storage space you will need in megabytes, gigabytes, terabytes, etc., and for how long this storage will need to be active. Take into account file size, file versions, backups, and the growth of your data, if you will create and/or collect data over several months or years.", "type"=>"guidance", "versionable_id"=>"84853632-07c0-49f4-9b1e-39c3d35ba1a0"}) -Question.create({"id"=>69091, "text"=>"How and where will you store and back up digital data during your project?", "default_value"=>nil, "number"=>2, "section_id"=>22445, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"363804ec-3338-4015-a369-1a2206b15dbe"}) -Annotation.create({"id"=>64935, "question_id"=>69091, "org_id"=>8, "text"=>"Digital data can be stored on optical or magnetic media, which can be removable (e.g., DVDs, USB drives), fixed (e.g., computer hard drives), or networked (e.g., networked drives, cloud-based servers). Each storage method has pros and cons you should consider. Having multiple copies of your data and not storing them all in the same physical location reduces the risk of losing your data. Follow the 3-2-1 backup rule: have at least three copies of your data; store the copies on two different media; keep one backup copy offsite. A regular backup schedule reduces the risk of losing recent versions of your data.
\r\nSecurely accessible servers or cloud-based environments with regular backup processes are recommended for your offsite backup copy; however, you should know about the consequences of storing your data outside of Canada, especially in relation to privacy. Data stored in different countries is subject to their laws, which may differ from those in Canada. Ensure your data storage and backup methods align with any requirements of your funder, institution, and research ethics office. Read more on storage and backup practices at the University of Sheffield Library and UK Data Service. ", "type"=>"guidance", "versionable_id"=>"355177d3-c7d6-400a-b47b-f9ad68d43993"}) -Annotation.create({"id"=>64936, "question_id"=>69091, "org_id"=>8, "text"=>"Many universities offer networked file storage with automatic backup. Compute Canada’s Rapid Access Service provides principal investigators at Canadian postsecondary institutions a modest amount of storage and other cloud resources for free. Contact your institution’s IT services to find out what secure data storage services are available to you.", "type"=>"example_answer", "versionable_id"=>"cb4d0466-fa4a-4382-aa24-2be161882775"}) -Question.create({"id"=>69092, "text"=>"How will you store non-digital data during your project?", "default_value"=>nil, "number"=>3, "section_id"=>22445, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"cbee4afb-f351-4df0-8293-3426cf024e3c"}) -Annotation.create({"id"=>64937, "question_id"=>69092, "org_id"=>8, "text"=>"Describe how you will store your non-digital data and what you will need to do so (e.g., physical space, equipment, special conditions). Include where you will store these data and for how long. Ensure your storage methods for non-digital data align with any requirements of your funder, institution, and research ethics office.", "type"=>"guidance", "versionable_id"=>"c8ae0608-25d4-4f59-b8bb-b8bda32a7253"}) -Question.create({"id"=>69093, "text"=>"How will your research team and others transfer, access, and/or modify data during your project?", "default_value"=>nil, "number"=>4, "section_id"=>22445, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"016ab377-9296-433f-80e0-ce8e1ce28946"}) -Annotation.create({"id"=>64938, "question_id"=>69093, "org_id"=>8, "text"=>"Research team members, other collaborators, participants, and independent contractors (e.g., transcriptionists, videographers) are examples of individuals who can transfer, access, and modify data in your project, often from different locations. Ideally, a strategy for these activities facilitates cooperation, ensures data security, and can be adopted with minimal instructions or training. If applicable, your strategy should address how raw data from portable recording devices will be transferred to your project database (e.g., uploading raw video data within 48 hours, then erasing the camera).
\r\nRelying on email to transfer data is not a robust or secure solution, especially for exchanging large files or artwork, transcripts, and other data with sensitive information. Third-party commercial file sharing services (e.g., Google Drive, Dropbox) are easy file exchange tools, but may not be permanent or secure, and are often located outside Canada. Contact your librarian and IT services to develop a solution for your project.
", "type"=>"guidance", "versionable_id"=>"14c72d4e-cc5e-4e5b-806c-f6243a9fa5e6"}) -Section.create({"id"=>22446, "title"=>"Preservation", "description"=>nil, "number"=>4, "phase_id"=>3495, "modifiable"=>false, "versionable_id"=>"8760a9b2-bfa4-4019-82f8-b142cf5c2663"}) -Question.create({"id"=>69094, "text"=>"What are your preservation needs for your digital data?", "default_value"=>nil, "number"=>1, "section_id"=>22446, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b86359bf-4e3c-4c81-a81f-eb0ce1cd8067"}) -Annotation.create({"id"=>64939, "question_id"=>69094, "org_id"=>8, "text"=>"Preservation means storing data in ways that make them accessible and reuseable to you and others long after your project ends (for more, see Ghent University). Many factors inform preservation, including policies of funding agencies and academic publishers, an understanding of the enduring value of a dataset, and ethical frameworks informing a project (e.g., making artwork co-created with community members accessible to their community).
\r\nCreating a “living will” for your data can help you decide what your preservation needs are in relation to these or other factors. It is a plan describing how future researchers, artists, and others will be able to access and reuse your data. If applicable, consider the needs of participants and collaborators who will co-create and/or co-own artwork and other data. Your “living will” can address where you will store your data, how they will be accessed, how long they will be accessible for, and how much digital storage space you will need.", "type"=>"guidance", "versionable_id"=>"dbb3bbe4-6c2e-4c76-97a2-2e825b51b91d"}) -Question.create({"id"=>69095, "text"=>"Where will you preserve your research data for the long-term, if needed?", "default_value"=>nil, "number"=>2, "section_id"=>22446, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a05eff74-8429-457b-b8cd-b2ada451dbf9"}) -Annotation.create({"id"=>64940, "question_id"=>69095, "org_id"=>8, "text"=>"Deposit in a data repository is one way to preserve your data, but keep in mind that not all repositories have a preservation mandate. Many repositories focus on sharing data, not preserving them, meaning they will store and make your data accessible for a few years, but not long term. It can be difficult to distinguish repositories with preservation services from those without, so carefully read the policies of repositories you are considering for preservation and, if possible, before your project begins. If you need or want to place special conditions on your data, check if the repository will accommodate them and, if so, get written confirmation. Read more on choosing a repository at OpenAIRE.", "type"=>"guidance", "versionable_id"=>"e6f35970-2cac-41b5-b5ed-7ef391572227"}) -Annotation.create({"id"=>64941, "question_id"=>69095, "org_id"=>8, "text"=>"Data repositories labelled as “trusted” or “trustworthy” indicate they have met high standards for receiving, storing, accessing, and preserving data through an external certification process. Two certifications are Trustworthy Digital Repository and CoreTrustSeal.
\r\nA repository that lacks certification may still be a valid preservation option. Many established repositories in Canada have not gone through a certification process yet. For repositories without certification, you can evaluate their quality by comparing their policies to the standards of a certification. Read more on trusted data repositories at the University of Edinburgh and OpenAIRE.", "type"=>"example_answer", "versionable_id"=>"62bcfe39-5c6a-4547-a74b-fbb009bd5ded"}) -Question.create({"id"=>69096, "text"=>"How will you ensure your digital data is preservation ready?", "default_value"=>nil, "number"=>3, "section_id"=>22446, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"8b976a44-307a-4770-85b8-1edd0b66b82e"}) -Annotation.create({"id"=>64942, "question_id"=>69096, "org_id"=>8, "text"=>"Open file formats are considered preservation-friendly because of their accessibility. Proprietary file formats are not optimal for preservation because they can have accessibility barriers (e.g., needing specialized licensed software to open). Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g., converting from an uncompressed TIFF file to a compressed JPEG file), so any changes to file formats should be documented and double checked. See UK Data Service for a list of preservation-friendly file formats.", "type"=>"example_answer", "versionable_id"=>"9ecfc004-9743-4f9b-a163-1a75930dbe65"}) -Annotation.create({"id"=>64943, "question_id"=>69096, "org_id"=>8, "text"=>"Converting to preservation-friendly file formats, checking for unintended changes to files, confirming metadata is complete, and gathering supporting documents are practices, among others, that will help ensure your data are ready for preservation.", "type"=>"guidance", "versionable_id"=>"95cf81a3-e6e6-4f61-9ebc-54cde0ab5f0c"}) -Question.create({"id"=>69097, "text"=>"What are your preservation needs for your non-digital data?", "default_value"=>nil, "number"=>4, "section_id"=>22446, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"730ca1e5-18a4-4227-8912-f685f77ed244"}) -Annotation.create({"id"=>64944, "question_id"=>69097, "org_id"=>8, "text"=>"Sometimes non-digital data cannot be digitized or practical limitations (e.g., cost) prevent them from being digitized. If you want others to access and reuse your non-digital data, consider where they will be stored, how they will be accessed, and how long they will be accessible for. Sometimes, you can deposit your data in an archive, which will take responsibility for preservation and access. If non-archivists (e.g., you, a partner community centre) take responsibility for preservation, describe how your non-digital data will be protected from physical deterioration over time. Make sure to incorporate non-digital data into the “living will” for your data. Contact the archives at your institution for help developing a preservation strategy for non-digital data. Read more on preserving non-digital data at Radboud University.", "type"=>"guidance", "versionable_id"=>"b856d87b-25f0-4146-a0e2-d26b1cc888b0"}) -Question.create({"id"=>69098, "text"=>"Are there data you will need or choose to destroy? If so, how will you destroy them securely?", "default_value"=>nil, "number"=>5, "section_id"=>22446, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0a169a59-ba1b-46b8-b784-a1a7526461c0"}) -Annotation.create({"id"=>64945, "question_id"=>69098, "org_id"=>8, "text"=>"Certain data may not have long-term value, may be too sensitive for preservation, or must be destroyed due to data agreements. Deleting files from your computer is not a secure method of data disposal. Contact your IT services, research ethics office, and/or privacy office to find out how you can securely destroy your data. Read more on secure data disposal at UK Data Service.", "type"=>"guidance", "versionable_id"=>"8ff55717-6e07-4cff-a677-f9bb55175721"}) -Section.create({"id"=>22447, "title"=>"Sharing and Reuse", "description"=>nil, "number"=>5, "phase_id"=>3495, "modifiable"=>false, "versionable_id"=>"d5f5f383-b15f-4912-8b57-9b9bef463a61"}) -Question.create({"id"=>69099, "text"=>"What types of data will you share and in what form?", "default_value"=>nil, "number"=>1, "section_id"=>22447, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0f9989f8-e862-4b46-8fff-f06f742d2664"}) -Annotation.create({"id"=>64946, "question_id"=>69099, "org_id"=>8, "text"=>"Your shared data can be in different forms:
\r\nList the owners of the data in your project (i.e., those who hold the intellectual property rights), such as you, collaborators, participants, and the owners of published data you will reuse. Consider how ownership will affect the sharing and reuse of data in your project. For example, existing licenses attached to copyrighted materials that you, collaborators, or participants incorporate into new artwork may prevent its sharing or allow it with conditions, like creator attribution, non-commercial use, and restricted access.
", "type"=>"guidance", "versionable_id"=>"aa6d38e5-471d-4ae7-b33d-97fb63f3b6af"}) -Question.create({"id"=>69102, "text"=>"What type of end-user license will you include with your data?", "default_value"=>nil, "number"=>4, "section_id"=>22447, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a3a43915-3130-4c28-8378-210b5691167a"}) -Annotation.create({"id"=>64950, "question_id"=>69102, "org_id"=>8, "text"=>"Several types of standard licenses are available to researchers, such as Creative Commons licenses and Open Data Commons licenses. In most circumstances, it is easier to use a standard license rather than a custom-made one. If you make your data part of the public domain, you should make this explicit by using a license, such as Creative Commons CC0. Read more on data licenses at Digital Curation Centre. ", "type"=>"example_answer", "versionable_id"=>"75edfde8-29ca-47b3-8c2d-97eb6e3a0663"}) -Annotation.create({"id"=>64951, "question_id"=>69102, "org_id"=>8, "text"=>"Include a copy of your end-user license here. Licenses set out how others can use your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may be able to guide you in developing a license. Only the intellectual property rights holder(s) of the data you want to share can issue a license, so it is crucial to clarify who holds those rights. Make sure the terms of use of your end-user license fulfill any legal and ethical obligations you have (e.g., consent forms, copyright, data sharing agreements, etc.).", "type"=>"guidance", "versionable_id"=>"ca664c91-5ac5-4126-a998-8e41c703edf3"}) -Question.create({"id"=>69103, "text"=>"How will researchers, artists, and/or the public find your data?", "default_value"=>nil, "number"=>5, "section_id"=>22447, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ebc83e7c-0e43-447e-9b83-c07ff8df7670"}) -Annotation.create({"id"=>64952, "question_id"=>69103, "org_id"=>8, "text"=>"Many Canadian postsecondary institutions use Dataverse, a popular data repository platform for survey data and qualitative text data (for more, see Scholars Portal). It has many capabilities, including open and restricted access, built-in data citations, file versioning, customized terms of use, and assignment of a digital object identifier (DOI) to datasets. A DOI is a unique, persistent identifier that provides a stable link to your data. Try to choose repositories that assign persistent identifiers. Contact your institution’s library or the Portage DMP Coordinator at support@portagenetwork.ca to find out if a local Dataverse is available to you, or for help locating another repository that meets your needs. You can also check out re3data.org, a directory of data repositories that includes arts-specific ones.", "type"=>"example_answer", "versionable_id"=>"2f9bedb3-4ac5-49fc-b692-fcb9f9fdd7d7"}) -Annotation.create({"id"=>64953, "question_id"=>69103, "org_id"=>8, "text"=>"Researchers can find data through data repositories, word-of-mouth, project websites, academic journals, etc. Sharing your data through a data repository is recommended because it enhances the discoverability of your data in the research community. You can also cite your deposited data the same way you would cite a publication, by including a link in the citation. Read more on data citation at UK Data Service and Digital Curation Centre.
\r\nThe best ways to let artists and the public know about your data may not mirror those of researchers. Social media, artistic organizations, and community partners may be options. For more help making your data findable, contact your institution’s library or the Portage DMP Coordinator at support@portagenetwork.ca.
", "type"=>"guidance", "versionable_id"=>"36d0a222-c39b-4f05-9a1b-ec162adf3707"}) -Section.create({"id"=>22448, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>6, "phase_id"=>3495, "modifiable"=>false, "versionable_id"=>"242249ed-d805-4ef8-a1d9-df8fb24c40e7"}) -Question.create({"id"=>69104, "text"=>"Who will be responsible for research data management during and after your project? What will their tasks be?", "default_value"=>nil, "number"=>1, "section_id"=>22448, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"5cc4fd8f-5548-4cd1-b317-4587e75521da"}) -Annotation.create({"id"=>64954, "question_id"=>69104, "org_id"=>8, "text"=>"Research data management is often a shared responsibility, which can involve principal investigators, co-investigators, collaborators, graduate students, data repositories, etc. Describe the roles and responsibilities of those who will carry out the activities of your data management plan, whether they are individuals or organizations, and the timeframe of their responsibilities. Consider who can conduct these activities in relation to data management expertise, time commitment, training needed to carry out tasks, and other factors.
", "type"=>"guidance", "versionable_id"=>"3933cd31-1fd2-40c0-909d-fd1b859a002e"}) -Question.create({"id"=>69105, "text"=>"If responsibility for research data management needs to be transferred to other individuals or organizations, who will assume responsibility and how?", "default_value"=>nil, "number"=>2, "section_id"=>22448, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f3ba4d05-7375-4be4-85b5-af103c367172"}) -Annotation.create({"id"=>64955, "question_id"=>69105, "org_id"=>8, "text"=>"Expected and unexpected changes to who manages data during your project (e.g., a student graduates, research staff turnover) and after (e.g., retirement, death, agreement with data repository ends) can happen. A succession plan details how research data management responsibilities will transfer to other individuals or organizations. Consider what will happen if the principal investigator, whether you or someone else, leaves the project. In some instances, a co-investigator or the department or division overseeing your project can assume responsibility. Your post-project succession plan can be part of the “living will” for your data.", "type"=>"guidance", "versionable_id"=>"81329dc8-50a9-4471-86bd-7833fe92d66d"}) -Question.create({"id"=>69106, "text"=>"What resources will you need to implement your data management plan? How much will they cost?", "default_value"=>nil, "number"=>3, "section_id"=>22448, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"4e9cff16-21e6-4eb7-8f22-4ecb2edf0a89"}) -Annotation.create({"id"=>64956, "question_id"=>69106, "org_id"=>8, "text"=>"Know what resources you will need for research data management during and after your project and their estimated cost as early as possible. For example, transcription, training for research team members, digitizing artwork, cloud storage, and depositing your data in a repository can all incur costs. Many funding agencies provide financial support for data management, so check what costs they will cover. Read more on costing data management at Digital Curation Centre and OpenAIRE.", "type"=>"guidance", "versionable_id"=>"33c37ba5-5bfb-4be3-9cda-42336926d2c1"}) -Section.create({"id"=>22449, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>7, "phase_id"=>3495, "modifiable"=>false, "versionable_id"=>"23e1af42-0008-47ff-94ae-8f9f53983583"}) -Question.create({"id"=>69107, "text"=>"Are there policies that outline requirements and/or best practices pertaining to your research data management?", "default_value"=>nil, "number"=>1, "section_id"=>22449, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"27b42dbf-c1a5-46a2-be89-c05a6c0cf81f"}) -Annotation.create({"id"=>64957, "question_id"=>69107, "org_id"=>8, "text"=>"Research data management policies can be set by funders, postsecondary institutions, legislation, communities of researchers, and research data management specialists. List policies relevant to managing your data, including those of your institution and the Tri-Agency Research Data Management Policy, if you have SSHRC, CIHR, or NSERC funding. Include URL links to these policies. ", "type"=>"guidance", "versionable_id"=>"3687ffa9-0dc5-44f6-b1c5-c80d5539fc3f"}) -Question.create({"id"=>69108, "text"=>"What ethical and legal issues will affect your data? How will you address them?", "default_value"=>nil, "number"=>2, "section_id"=>22449, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0941c12d-0a14-446e-bc59-082fa7f9d1bd"}) -Annotation.create({"id"=>64958, "question_id"=>69108, "org_id"=>8, "text"=>"Compliance with privacy and copyright law is a common issue in ABR and may restrict what data you can create, collect, preserve, and share. Familiarity with Canadian copyright law is especially important in ABR (see Copyright Act of Canada, Canadian Intellectual Property Office, Éducaloi, and Artists’ Legal Outreach). Obtaining permissions is key to managing privacy and copyright compliance and will help you select or develop an end-user license.
\r\nIt is also important to know about ethical and legal issues pertaining to the cultural context(s) in which you do ABR. For example, Indigenous data sovereignty and governance are essential to address in all aspects of research data management in projects with and affecting First Nations, Inuit, and Métis communities and lands (see FNIGC, ITK, and GIDA), including collective ownership of traditional knowledge and cultural expressions (see UBC Library and ISED Canada). Experts at your institution can help you address ethical and legal issues, such as those at your library, privacy office, research ethics office, or copyright office.", "type"=>"guidance", "versionable_id"=>"15c1fd54-030b-4e04-a9dd-1671ea16c370"}) -Annotation.create({"id"=>64959, "question_id"=>69108, "org_id"=>8, "text"=>"Obtaining permissions to create, document, and use artwork in ABR can be complex when, for example, non-participants are depicted in artwork or artwork is co-created or co-owned, made by minors, or derived from other copyrighted work (e.g., collages made of photographs, remixed songs). Consider creating a plan describing how you will obtain permissions for your project. It should include what you want to do (e.g., create derivative artwork, deposit data); who to ask when permission is needed for what you want to do; and, if granted, what the conditions are. ", "type"=>"example_answer", "versionable_id"=>"8b56eb85-d3e6-4c87-ba6e-e829e797ad31"}) -Question.create({"id"=>69109, "text"=>"If your project includes sensitive data, how will you ensure they are securely managed and accessible only to approved individuals during your project?", "default_value"=>nil, "number"=>3, "section_id"=>22449, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d9bbc535-e385-41c8-802d-6da2aff0d992"}) -Annotation.create({"id"=>64960, "question_id"=>69109, "org_id"=>8, "text"=>"Security measures for sensitive data include password protection, encryption, and limiting physical access to storage devices. Sensitive data should never be shared via email or cloud storage services not approved by your research ethics office. Security measures for sensitive non-digital data include storage under lock and key, and logging removal and return of artwork from storage.", "type"=>"example_answer", "versionable_id"=>"c50a8a39-054c-4bd8-b92e-3c218f0cfb0f"}) -Annotation.create({"id"=>64961, "question_id"=>69109, "org_id"=>8, "text"=>"Sensitive data is any data that may negatively impact individuals, organizations, communities, institutions, and businesses if publicly disclosed. Copyrighted artwork, Indigenous cultural expressions, and personal identifiers in artwork or its documentation can be examples of sensitive data in ABR. Your data security measures should be proportional to the sensitivity of your data: the more sensitive your data, the more data security you need. Read more on sensitive data and data security at Data Storage and Security Tools (PDF) by McMaster Research Ethics Board, OpenAIRE, and UK Data Service.
", "type"=>"guidance", "versionable_id"=>"72f0d1a7-d993-48c2-8a94-7dfb20dd1cd7"}) -Question.create({"id"=>69110, "text"=>"If you will share sensitive data, what issues do you need to address? How will you address them?", "default_value"=>nil, "number"=>4, "section_id"=>22449, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"47394078-ffc7-4cb5-87da-dc1d26238682"}) -Annotation.create({"id"=>64962, "question_id"=>69110, "org_id"=>8, "text"=>"Removing direct and indirect identifiers from data is a common strategy to manage sensitive data. However, some strategies to remove identifiers in images, audio, and video also remove information of value to others (e.g., facial expressions, context, tone of voice). Consult your research ethics office to find out if solutions exist to retain such information. Read more on de-identifying data at UBC Library and UK Data Service.", "type"=>"example_answer", "versionable_id"=>"f4009153-a74a-41a0-8f7e-6e4513d86c5e"}) -Annotation.create({"id"=>64963, "question_id"=>69110, "org_id"=>8, "text"=>"Sensitive data can still be shared and reused if strategies are in place to protect against unauthorized disclosure and the problems that can rise from it. Obtain the consent of participants to share and reuse sensitive data beyond your project. Your consent form should state how sensitive data will be protected when shared, accessed, and reused. Strategies to reduce the risk of public disclosure are de-identifying data and implementing access restrictions on deposited data. Make sure to address types of sensitive data beyond personal identifiers of participants. Your strategies should align with requirements of your research ethics office, institution, and, if applicable, legal agreements for sharing data. Consult your research ethics office if you need help identifying problems and strategies.
", "type"=>"guidance", "versionable_id"=>"2fa619b7-41c0-4d14-b2de-4c95d3121444"}) -Template.create!({"id"=>3515, "title"=>"Portage Template for Interdisciplinary Health Software/Technology Development", "description"=>"This template is designed for research projects where software or technology is being developed in an interdisciplinary health context. This template was created to represent the many stakeholders (e.g., patients, practitioners, developers, industry) involved in software or technology development, either as advisors or as participants being studied as a product of the research process. As a result, this template is separated into two sections; the first is focused solely on a management plan for the creation of software or technology, and the second on a data management plan designed to describe the methods in which data are gathered, analyzed, and shared from participants based on interventions or testing of the corresponding software or technology. In these studies, research participants can include either patients or practitioners, or both, depending on the software or technology’s intended use.
", "published"=>true, "org_id"=>43, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>694012005, "family_id"=>1395115987, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3497, "title"=>"Software/Technology Management Plan", "description"=>"This section is focused solely on a management plan for the creation of software or technology.
", "number"=>1, "template_id"=>3515, "modifiable"=>false, "versionable_id"=>"0ef47415-b642-46c5-98c3-e4530c541b63"}) -Section.create({"id"=>22460, "title"=>"Software/Technology Development", "description"=>"Describe the components that will be required to develop the software/technology in question.
", "number"=>1, "phase_id"=>3497, "modifiable"=>false, "versionable_id"=>"5dd58053-bd81-48e7-b291-5959b5c322bc"}) -Question.create({"id"=>69140, "text"=>"What software/technology will be created in this study?", "default_value"=>nil, "number"=>1, "section_id"=>22460, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"c7bc1bc0-d935-4e68-99db-6189ed551107"}) -Annotation.create({"id"=>64999, "question_id"=>69140, "org_id"=>8, "text"=>"Describe the software/technology being developed for this study, including its intended purpose.", "type"=>"guidance", "versionable_id"=>"5e384201-b44c-4ad8-99f6-86a2e65e4d62"}) -Question.create({"id"=>69141, "text"=>"What software/technology development framework or model will be used, if any?", "default_value"=>nil, "number"=>2, "section_id"=>22460, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"44207462-b0a9-456e-aeaf-84aa4cca70a0"}) -Annotation.create({"id"=>65000, "question_id"=>69141, "org_id"=>8, "text"=>"Describe the underlying approach you will take to the development and testing of the software/technology. Examples may include existing frameworks like the systems development life cycle, or user-centred design framework. If you intend to develop your own approach, describe that approach here. ", "type"=>"guidance", "versionable_id"=>"f95f59d6-9ef7-4f63-9a9d-0a788de7f6c4"}) -Question.create({"id"=>69142, "text"=>"Will you utilize any existing code to develop this software/technology? ", "default_value"=>nil, "number"=>3, "section_id"=>22460, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b0f0f301-c0f5-44ce-bd83-d4131b74483e"}) -Annotation.create({"id"=>65001, "question_id"=>69142, "org_id"=>8, "text"=>"If you are using open source or existing software/technology code to develop your own program, provide a citation of that software/technology if applicable. If a citation is unavailable, indicate the name of the software/technology, its purpose, and the software/technology license. ", "type"=>"guidance", "versionable_id"=>"2073309a-1643-412c-8b21-e4a75994d734"}) -Question.create({"id"=>69143, "text"=>"What test cases will you use to develop the software/technology?", "default_value"=>nil, "number"=>4, "section_id"=>22460, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"8de26916-50ba-429d-aee3-74382d7164c5"}) -Annotation.create({"id"=>65002, "question_id"=>69143, "org_id"=>8, "text"=>"Describe the methodology that will be used to run and test the software/technology during the study. This may include: beta testing measures, planned release dates, and maintenance of the software/technology.", "type"=>"guidance", "versionable_id"=>"3cd6065d-58b4-474c-a307-91ebb199e5ef"}) -Question.create({"id"=>69144, "text"=>"How will your software/technology and documentation adhere to disability and/or accessibility guidelines?", "default_value"=>nil, "number"=>5, "section_id"=>22460, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"83ecb242-76bb-4e22-9db2-587828d23348"}) -Annotation.create({"id"=>65003, "question_id"=>69144, "org_id"=>8, "text"=>"Describe the disability and accessibility guidelines you will follow to ensure your software/technology is adaptable and usable to persons with disabilities or accessibility issues. ", "type"=>"guidance", "versionable_id"=>"912899f7-443f-41b9-b901-b68bf633b5c2"}) -Question.create({"id"=>69145, "text"=>"What dependencies will be used in the development of this software/technology?", "default_value"=>nil, "number"=>6, "section_id"=>22460, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1dbfc037-8cf9-4bf7-90dc-d4aa3bd15903"}) -Annotation.create({"id"=>65004, "question_id"=>69145, "org_id"=>8, "text"=>"Describe the requirements needed to support the software/technology used in the study. This may include: types of operating systems, type of server required, infrastructure necessary to run the program (e.g., SQL database), and the types of devices this software/technology can be used with (e.g., web, mobile).", "type"=>"guidance", "versionable_id"=>"cbfb4b98-ee4b-43a6-a37e-048871a91a23"}) -Section.create({"id"=>22461, "title"=>"Software/Technology Documentation", "description"=>"Provide an outline of the documentation and information that would be required for someone else to understand and reuse your software/technology.
", "number"=>2, "phase_id"=>3497, "modifiable"=>false, "versionable_id"=>"42e97cee-b8d0-40d1-bc5b-17869330dbe1"}) -Question.create({"id"=>69146, "text"=>"What information would be required for someone to understand and reuse your software/technology?", "default_value"=>nil, "number"=>1, "section_id"=>22461, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"2b86567a-e832-4f0b-9c44-0ebb45714b13"}) -Annotation.create({"id"=>65005, "question_id"=>69146, "org_id"=>8, "text"=>"Consider what information might be useful to accompany your software/technology if you were to share it with someone else. Examples may include documented code, user testing procedures, etc. This guide provides simple steps to improve the transparency of open software (Prlic & Proctor, 2012).", "type"=>"guidance", "versionable_id"=>"29cba74a-2df3-4ce0-881d-1ba3768dc8b5"}) -Question.create({"id"=>69147, "text"=>"What documentation will you develop to help others write and run tests on your software/technology?", "default_value"=>nil, "number"=>2, "section_id"=>22461, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9240c47e-a0a0-4a64-b558-cc37624fe447"}) -Annotation.create({"id"=>65006, "question_id"=>69147, "org_id"=>8, "text"=>"Consider the software/technology development phase and indicate any instructions that will accompany the program. Examples might include test-first development procedures, user acceptance testing measures, etc.", "type"=>"guidance", "versionable_id"=>"42fd9929-7ad7-4b96-9f95-43a6420e4ac3"}) -Question.create({"id"=>69148, "text"=>"How will you track changes to code and dependencies?", "default_value"=>nil, "number"=>3, "section_id"=>22461, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"da3d0f75-e4fa-4f4b-9c38-98132d21194e"}) -Annotation.create({"id"=>65007, "question_id"=>69148, "org_id"=>8, "text"=>"Include information about any programs or steps you will use to track the changes made to program source code. Examples might include utilizing source control systems such as Git or Subversion to track changes and manage library dependencies.", "type"=>"guidance", "versionable_id"=>"829aaa69-70a8-48ba-a9e3-3487a16d45dd"}) -Section.create({"id"=>22462, "title"=>"Software/Technology Preservation", "description"=>"Describe how your software/technology will be available for the foreseeable future after the study is complete.
", "number"=>3, "phase_id"=>3497, "modifiable"=>false, "versionable_id"=>"fdc76c15-1174-4a39-aa00-aaa0834bef31"}) -Question.create({"id"=>69149, "text"=>"How will the software/technology be updated and maintained over time?", "default_value"=>nil, "number"=>1, "section_id"=>22462, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"02c1d522-9e8b-4141-a0d8-fe13f401d132"}) -Annotation.create({"id"=>65008, "question_id"=>69149, "org_id"=>8, "text"=>"Describe any plans to continue maintaining software/technology after project completion. Use this section to either describe the ongoing support model, the intention to engage with industry, or plan to apply for future funding.", "type"=>"guidance", "versionable_id"=>"f404be7d-9be5-49b6-8900-357fb42aba3a"}) -Question.create({"id"=>69150, "text"=>"Describe the level of risk associated with the use of public web services/infrastructure/databases regarding their stability and sustainability.", "default_value"=>nil, "number"=>2, "section_id"=>22462, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"db372351-d7a1-47e9-91cd-9ee5f46b2e73"}) -Annotation.create({"id"=>65009, "question_id"=>69150, "org_id"=>8, "text"=>"Include information about how the software/technology will remain secure over time. Elaborate on any encryption measures or monitoring that will take place while maintaining the software/technology. ", "type"=>"guidance", "versionable_id"=>"5c8f76e4-db3e-4c64-a2c9-52b2a4b237be"}) -Section.create({"id"=>22463, "title"=>"Software/Technology Ethical and Legal Restrictions", "description"=>"Provide any ethical or legal restrictions that may impact how you use and/or distribute your software/technology.
", "number"=>4, "phase_id"=>3497, "modifiable"=>false, "versionable_id"=>"59be7a52-e94d-4281-9e6d-8740d76b40a4"}) -Question.create({"id"=>69151, "text"=>"Who will own the copyright to the software/technology?", "default_value"=>nil, "number"=>1, "section_id"=>22463, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d7a1ede2-5f5a-4388-b907-a82b6d151315"}) -Annotation.create({"id"=>65010, "question_id"=>69151, "org_id"=>8, "text"=>"List the copyright holder of the software/technology. See the Copyright Guide for Scientific Software for reference.", "type"=>"guidance", "versionable_id"=>"5c712532-35dd-4ce7-83b1-1ebe40640d14"}) -Question.create({"id"=>69152, "text"=>"What software/technology license will you choose?", "default_value"=>nil, "number"=>2, "section_id"=>22463, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d943f62b-f99f-455f-b3dc-76aef7650ae8"}) -Annotation.create({"id"=>65011, "question_id"=>69152, "org_id"=>8, "text"=>"Describe the license chosen for the software/technology and its intended use. See list of license options here. ", "type"=>"guidance", "versionable_id"=>"d2fd8cc8-9005-48f9-aeec-98d14fd00350"}) -Section.create({"id"=>22464, "title"=>"Software/Technology Responsible Parties", "description"=>"Outline who is responsible for the development and monitoring of the software/technology over the course of the study.
", "number"=>5, "phase_id"=>3497, "modifiable"=>false, "versionable_id"=>"8aae4c06-219d-471e-8a3d-9bc929199f42"}) -Question.create({"id"=>69153, "text"=>"Who will have access to your software/technology throughout the project? Describe each collaborator’s responsibilities in relation to having access to the data.", "default_value"=>nil, "number"=>1, "section_id"=>22464, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"08c77827-a500-46f2-8ba5-484839bcf63e"}) -Annotation.create({"id"=>65012, "question_id"=>69153, "org_id"=>8, "text"=>"Provide the name(s), affiliation, contact information, and responsibilities of each study team member in relation to working with the software/technology. If working with developers, computer scientists, or programmers outside your immediate team, provide their information as well.", "type"=>"guidance", "versionable_id"=>"c08199c7-fb13-4389-8816-d10edf724b89"}) -Question.create({"id"=>69154, "text"=>"Who is responsible for reviewing and accepting each software/technology release?", "default_value"=>nil, "number"=>2, "section_id"=>22464, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"5048a764-5ad0-4a43-b435-c1135ebc17a7"}) -Annotation.create({"id"=>65013, "question_id"=>69154, "org_id"=>8, "text"=>"Indicate the steps that are required to formally approve a release of software/technology. ", "type"=>"guidance", "versionable_id"=>"4f28c67c-9211-4a86-96a9-b79538b72656"}) -Section.create({"id"=>22465, "title"=>"Software/Technology Sharing", "description"=>"Describe how you will make your software/technology discoverable and accessible to others once it is complete.
", "number"=>6, "phase_id"=>3497, "modifiable"=>false, "versionable_id"=>"403fcb4e-4dae-442b-a9f1-4bef5e9c0c91"}) -Question.create({"id"=>69155, "text"=>"Who are the intended users of your software/technology?", "default_value"=>nil, "number"=>1, "section_id"=>22465, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"995b2051-f2a8-48d4-93d3-2914153ce7e2"}) -Annotation.create({"id"=>65014, "question_id"=>69155, "org_id"=>8, "text"=>"Describe who the intended users are of the software/technology being developed. ", "type"=>"guidance", "versionable_id"=>"61a7142f-d073-4f27-8921-94d30fa8c670"}) -Question.create({"id"=>69156, "text"=>"What software/technology will be shared at the end of the study?", "default_value"=>nil, "number"=>2, "section_id"=>22465, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b3a54a5d-2cf2-4dde-b71d-7d0ff0bd724f"}) -Annotation.create({"id"=>65015, "question_id"=>69156, "org_id"=>8, "text"=>"Describe the specific elements of the software/technology that will be made available at the completion of the study. If the underlying code will also be shared, please specify. ", "type"=>"guidance", "versionable_id"=>"9a318b22-7b3d-4163-8ec6-b1ebde3634d9"}) -Question.create({"id"=>69157, "text"=>"Are there restrictions on how you can share your software/technology related to patents, copyright, or intellectual property?", "default_value"=>nil, "number"=>3, "section_id"=>22465, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"e99eadf1-5957-4694-9bd4-9b2c639badfd"}) -Annotation.create({"id"=>65016, "question_id"=>69157, "org_id"=>8, "text"=>"Describe any restrictions that may prohibit the release of software/technology. Examples may include commercial restrictions, patent restrictions, or intellectual property rules under the umbrella of an academic institution.", "type"=>"guidance", "versionable_id"=>"35d0841b-36ae-4cbd-9cd8-9ae003af50ff"}) -Question.create({"id"=>69158, "text"=>"Where will you share your software/technology?", "default_value"=>nil, "number"=>4, "section_id"=>22465, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"4c16c57c-19f2-4d0d-9222-3e9412d2f10a"}) -Annotation.create({"id"=>65017, "question_id"=>69158, "org_id"=>8, "text"=>"Provide the location of where you intend to share your software/technology (e.g., app store, lab website, an industry partner). If planning to share underlying code, please indicate where that may be available as well. Consider using a tool like GitHub to make your code accessible and retrievable.", "type"=>"guidance", "versionable_id"=>"fb2927d6-5ab7-40e3-b412-e4dc50a68a13"}) -Phase.create({"id"=>3498, "title"=>"Data Management Plan", "description"=>"This section is focused on a data management plan designed to describe the methods in which data are gathered, analyzed, and shared from participants based on interventions or testing of the corresponding software or technology
", "number"=>2, "template_id"=>3515, "modifiable"=>false, "versionable_id"=>"4e00645f-49e4-4c08-a074-1d06bab51dd2"}) -Section.create({"id"=>22466, "title"=>"Data Collection", "description"=>"Outline the processes and procedures you will follow during the data collection process of your study.
", "number"=>1, "phase_id"=>3498, "modifiable"=>false, "versionable_id"=>"df0bdaa0-3452-4367-aa57-1123fb0e37ce"}) -Question.create({"id"=>69159, "text"=>"What types of data will you be collecting?", "default_value"=>nil, "number"=>1, "section_id"=>22466, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ce39f836-3fd6-4d73-a522-c07610e18d8d"}) -Annotation.create({"id"=>65018, "question_id"=>69159, "org_id"=>8, "text"=>"Please describe the types of data you will gather across all phases of your study. Examples may include, but are not limited to data collected from surveys, interviews, personas or user stories, images, user testing, usage data, audio/video recordings, etc.", "type"=>"guidance", "versionable_id"=>"372bf344-fdbc-4a43-9383-656134ca926c"}) -Question.create({"id"=>69160, "text"=>"Will you be using any existing data from external sources or previous research?", "default_value"=>nil, "number"=>2, "section_id"=>22466, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d1651ce5-7808-40fc-8678-e644bfd42d18"}) -Annotation.create({"id"=>65019, "question_id"=>69160, "org_id"=>8, "text"=>"If you will be combining original research data with existing licensed, restricted, or previously used research data, describe those data here. Provide the name, location, and date of the dataset(s) used. ", "type"=>"guidance", "versionable_id"=>"f6a71ea4-d24d-46e3-9775-2c9b8cc4bb41"}) -Question.create({"id"=>69161, "text"=>"What data collection instrument or scales will you use to collect the data?", "default_value"=>nil, "number"=>3, "section_id"=>22466, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a111bfdd-8d93-4144-be70-583eae689d7b"}) -Annotation.create({"id"=>65020, "question_id"=>69161, "org_id"=>8, "text"=>"Provide a description of any data collection instruments or scales that will be used to collect data. These may include but are not limited to questionnaires, assessment scales, or persona guides. If using a pre-existing instrument or scale from another study, provide the citation(s) in this section.", "type"=>"guidance", "versionable_id"=>"faab5f23-0ddf-4159-8634-c4b6977e6e65"}) -Question.create({"id"=>69162, "text"=>"Is your data collected longitudinally or at a single point in time?", "default_value"=>nil, "number"=>4, "section_id"=>22466, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"e61e53ac-d122-44ec-a8ee-ceacfec1a7d4"}) -Annotation.create({"id"=>65021, "question_id"=>69162, "org_id"=>8, "text"=>"Indicate how frequently you will be collecting data from participants. For example, if you are conducting a series of user tests with the same participants each time, indicate the frequency here.", "type"=>"guidance", "versionable_id"=>"54321f51-40b7-474b-a8a7-e4cab22af9bb"}) -Question.create({"id"=>69163, "text"=>"What is the time frame over which you are collecting data?", "default_value"=>nil, "number"=>5, "section_id"=>22466, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a5927d13-7681-4887-8d0d-8d5c439bd32e"}) -Annotation.create({"id"=>65022, "question_id"=>69163, "org_id"=>8, "text"=>"Provide an estimate of when you will begin and conclude the data collection process. List this information in the following format: YYYY/MM/DD - YYYY/MM/DD. If you do not know the exact dates, list YYYY/MM - YYYY/MM instead.", "type"=>"guidance", "versionable_id"=>"f41fa5e1-25e0-4122-9744-502d0ddabcc3"}) -Question.create({"id"=>69164, "text"=>"What is the setting and geographic location of where the data is being gathered?", "default_value"=>nil, "number"=>6, "section_id"=>22466, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"60120ef7-3d4e-451b-82a9-8623ff037f72"}) -Annotation.create({"id"=>65023, "question_id"=>69164, "org_id"=>8, "text"=>"Indicate the broader geographic location and setting where data will be gathered.", "type"=>"guidance", "versionable_id"=>"b2abfc32-8577-472c-bc1b-e4cc532a4eb2"}) -Question.create({"id"=>69165, "text"=>"What are the steps involved in the data collection process?", "default_value"=>nil, "number"=>7, "section_id"=>22466, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"aeebc389-8b6f-49d9-97fc-6f2c354bba7d"}) -Annotation.create({"id"=>65024, "question_id"=>69165, "org_id"=>8, "text"=>"Utilize this section to include a descriptive overview of the procedures involved in the data collection process. This may include but not be limited to recruitment, screening, information dissemination, and the phases of data collection (e.g., participant surveys, user acceptance testing, etc.). ", "type"=>"guidance", "versionable_id"=>"7f336af8-20a9-4447-84cd-7e5c192e911b"}) -Question.create({"id"=>69166, "text"=>"What software programs will you use to collect the data?", "default_value"=>nil, "number"=>8, "section_id"=>22466, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1f525774-4cc8-4fb0-af22-4c571b0b8100"}) -Annotation.create({"id"=>65025, "question_id"=>69166, "org_id"=>8, "text"=>"Include the name and version of any software programs used to collect data in the study. If homegrown software/technology is being used, describe it and list any dependencies associated with running that program.", "type"=>"guidance", "versionable_id"=>"db2921c9-9c72-42db-a475-c3bd4be9f850"}) -Question.create({"id"=>69167, "text"=>"What file formats will you be generating during the data collection phase?", "default_value"=>nil, "number"=>9, "section_id"=>22466, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"09b33c61-518d-4751-b1f9-f7628f15a05c"}) -Annotation.create({"id"=>65026, "question_id"=>69167, "org_id"=>8, "text"=>"List any of the output files formats from the software programs listed above.", "type"=>"guidance", "versionable_id"=>"f9c0d3f7-a304-4fbd-8152-d28434de9628"}) -Section.create({"id"=>22467, "title"=>"Data Analysis", "description"=>"Outline the steps, materials, and methods that you will use during the data analysis phase of your study.
", "number"=>2, "phase_id"=>3498, "modifiable"=>false, "versionable_id"=>"807de6c7-fbb5-4d7a-9f0f-e578ccbdee1e"}) -Question.create({"id"=>69168, "text"=>"How will you document the changes you make to your data on a regular basis during the data analysis phase?", "default_value"=>nil, "number"=>1, "section_id"=>22467, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"824ee04d-21da-4e19-90ec-856da0fd322a"}) -Annotation.create({"id"=>65027, "question_id"=>69168, "org_id"=>8, "text"=>"Provide a description of how you will track changes made to any data analysis files. An example of this might include your audit trails or versioning systems that you will follow iterations of the data during the analysis process.", "type"=>"guidance", "versionable_id"=>"1ab23a43-99df-45ce-83a9-e2cc7e6e0182"}) -Question.create({"id"=>69169, "text"=>"What software will you be using to support your data analysis?", "default_value"=>nil, "number"=>2, "section_id"=>22467, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"7649fc69-8fea-49d9-af35-8b136d585bfa"}) -Annotation.create({"id"=>65028, "question_id"=>69169, "org_id"=>8, "text"=>"Describe the software you will use to perform any data analysis tasks associated with your study, along with the version of that software (e.g., SPSS, Atlas.ti, Excel, R, etc.).", "type"=>"guidance", "versionable_id"=>"7e4237cd-032b-47df-aa70-72bc3c6dccdb"}) -Question.create({"id"=>69170, "text"=>"What file formats will your data analysis files be saved in?", "default_value"=>nil, "number"=>3, "section_id"=>22467, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"4e470a43-d705-4f33-8367-bcc2c0884951"}) -Annotation.create({"id"=>65029, "question_id"=>69170, "org_id"=>8, "text"=>"List the file formats associated with each analysis software program that will be generated in your study (e.g., .txt, .csv, .xsls, .docx).", "type"=>"guidance", "versionable_id"=>"b84b67c8-92ab-4c13-9196-953da1e860b7"}) -Question.create({"id"=>69171, "text"=>"What code you will be generating that should accompany the data analysis file(s)?", "default_value"=>nil, "number"=>4, "section_id"=>22467, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"595fef18-8ade-447f-873e-9c941b5b5ce3"}) -Annotation.create({"id"=>65030, "question_id"=>69171, "org_id"=>8, "text"=>"Include any code or coding schemes used to perform data analysis. Examples in this section could include codebooks for analyzing interview transcripts from user testing, code associated with the functional/non-functional requirements of the software/technology program, or analytical frameworks used for evaluation.", "type"=>"guidance", "versionable_id"=>"ea7e645d-fe08-4aba-8b30-fdacfe7f2846"}) -Question.create({"id"=>69172, "text"=>"What quality assurance measures will be implemented over the course of the study?", "default_value"=>nil, "number"=>5, "section_id"=>22467, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"c8d54028-bb90-452a-9f8e-2dc6e5d9b95a"}) -Annotation.create({"id"=>65031, "question_id"=>69172, "org_id"=>8, "text"=>"Use this section to describe any quality review schedules, double coding measures, inter-rater reliability, quality review schedules, etc. that you intend to implement in your study.", "type"=>"guidance", "versionable_id"=>"17d367b9-da26-41c4-81fd-e2dda28e943d"}) -Section.create({"id"=>22468, "title"=>"Documentation and Metadata", "description"=>"This section will focus on including information that would be required for someone else to interpret and re-use your data.
", "number"=>3, "phase_id"=>3498, "modifiable"=>false, "versionable_id"=>"2faa27ae-5642-4d03-a3e3-91f85e2aa975"}) -Question.create({"id"=>69173, "text"=>"What information would be required for someone else to understand and reuse your data?", "default_value"=>nil, "number"=>1, "section_id"=>22468, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"7b178dbb-8489-4d79-a29b-ba5878245868"}) -Annotation.create({"id"=>65032, "question_id"=>69173, "org_id"=>8, "text"=>"Consider what information might be useful to accompany your data if you were to share it with someone else (e.g., the study protocol, interview guide, personas, user testing procedures, data collection instruments, or software dependencies, etc.).", "type"=>"guidance", "versionable_id"=>"522adfc3-082c-4469-a458-b1bd27468f1d"}) -Question.create({"id"=>69174, "text"=>"Are there metadata standards which you could use to describe your data?", "default_value"=>nil, "number"=>2, "section_id"=>22468, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"2b599d29-5ea0-4e6b-ba80-0ff1dc3e26a2"}) -Annotation.create({"id"=>65033, "question_id"=>69174, "org_id"=>8, "text"=>"Metadata standards can provide guidance on how best to document your data. If you do not know of any existing standards in your field, visit this website to search for available standards: https://fairsharing.org/.", "type"=>"guidance", "versionable_id"=>"73273305-16dd-4e59-9b2f-fc216ccd0b43"}) -Question.create({"id"=>69175, "text"=>"Who is the target population being investigated?", "default_value"=>nil, "number"=>3, "section_id"=>22468, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"656099b0-b5e6-482e-9672-462a9af9b962"}) -Annotation.create({"id"=>65034, "question_id"=>69175, "org_id"=>8, "text"=>"Describe the target population for which the software/technology is being developed (i.e., end users).", "type"=>"guidance", "versionable_id"=>"de20f90d-fb03-4cbc-addc-638d67ffd761"}) -Question.create({"id"=>69176, "text"=>"How is the population being sampled?", "default_value"=>nil, "number"=>4, "section_id"=>22468, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6a89bd1e-5925-4610-9455-4d3b7e735f0b"}) -Annotation.create({"id"=>65035, "question_id"=>69176, "org_id"=>8, "text"=>"Describe the processes used to sample the population (e.g., convenience, snowball, purposeful, etc.).", "type"=>"guidance", "versionable_id"=>"b6eb6945-0ec8-4868-aa69-9efc8562a8a0"}) -Question.create({"id"=>69177, "text"=>"What are the variables being studied? ", "default_value"=>nil, "number"=>5, "section_id"=>22468, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"25795f81-fabe-49ac-a7e1-05a3830a99f3"}) -Annotation.create({"id"=>65036, "question_id"=>69177, "org_id"=>8, "text"=>"For any data gathered, list the variables being studied. For each variable, include the variable name, explanatory information, variable type, and values associated with each variable. Examples may include demographic characteristics of stakeholders, components of the software/technology program’s functional and nonfunctional requirements, etc. See guidance on how to create a data dictionary.", "type"=>"guidance", "versionable_id"=>"07002e40-ae9f-4ed6-bda9-9a585fe511d6"}) -Question.create({"id"=>69178, "text"=>"Are there any acronyms or abbreviations that will be used within your study that may be unclear to others?", "default_value"=>nil, "number"=>6, "section_id"=>22468, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f59ad952-5238-4127-a9b3-22013fc8f20e"}) -Annotation.create({"id"=>65037, "question_id"=>69178, "org_id"=>8, "text"=>"Create a glossary of all acronyms or abbreviations used within your study. ", "type"=>"guidance", "versionable_id"=>"638ed9c9-0f67-485d-bcab-3c1e6f41cc60"}) -Section.create({"id"=>22469, "title"=>"Storage and Backup", "description"=>"Describe and outline how and where your data will be stored throughout the research project.
", "number"=>4, "phase_id"=>3498, "modifiable"=>false, "versionable_id"=>"3c5c8138-2f19-4e51-965a-4070829d7c66"}) -Question.create({"id"=>69179, "text"=>"What are the storage requirements needed for your data?", "default_value"=>nil, "number"=>1, "section_id"=>22469, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a6e70518-a7f8-46ee-b875-75315083a245"}) -Annotation.create({"id"=>65038, "question_id"=>69179, "org_id"=>8, "text"=>"Provide an estimate of how much data you will collect for all data in the form of terabytes, gigabytes, or megabytes as needed. Breaking down the size requirements by data types is advised (e.g., 2 GB required for video files, 500 MB for survey data). ", "type"=>"guidance", "versionable_id"=>"bebd0395-19da-436f-b18c-e7e0e73f6f50"}) -Question.create({"id"=>69180, "text"=>"Where will your data be stored during the data collection phase?", "default_value"=>nil, "number"=>2, "section_id"=>22469, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"37646e16-c485-4325-b2f9-5aea824c6ef7"}) -Annotation.create({"id"=>65039, "question_id"=>69180, "org_id"=>8, "text"=>"Indicate where and how data will be stored during data collection. Examples may include storing data in secure, password protected computer files, encrypted cloud storage, software programs (e.g., REDCap), hard copies stored in locked filing cabinets, external hard drives, etc.", "type"=>"guidance", "versionable_id"=>"62cefb51-7fea-4ded-bafb-d1d7200dceaa"}) -Question.create({"id"=>69181, "text"=>"Where will your data be stored during the data analysis phase?", "default_value"=>nil, "number"=>3, "section_id"=>22469, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a315fbae-62f8-4cb1-9fd9-0f4e7bf22778"}) -Annotation.create({"id"=>65040, "question_id"=>69181, "org_id"=>8, "text"=>"If different from above, indicate where data is stored during the data analysis process. If data is being sent to external locations for analysis by a statistician, describe that process here.", "type"=>"guidance", "versionable_id"=>"f290e30f-1e54-437c-99a1-aa9c0e75862c"}) -Question.create({"id"=>69182, "text"=>"If your data contains confidential information, how will your storage method ensure the protection of this data?", "default_value"=>nil, "number"=>4, "section_id"=>22469, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"45f38bfa-e8c4-43bb-b864-4a34a82aed32"}) -Annotation.create({"id"=>65041, "question_id"=>69182, "org_id"=>8, "text"=>"Indicate the security measures used to protect participant identifying data. Examples may include storing informed consent forms separately from anonymized data, password protecting files, locking unused computers, and restricting access to data that may contain identifying information. ", "type"=>"guidance", "versionable_id"=>"b2413179-3e9a-4666-9aa9-98284196508f"}) -Question.create({"id"=>69183, "text"=>"What file naming conventions will you use in your study?", "default_value"=>nil, "number"=>5, "section_id"=>22469, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d7573e51-7f2c-4e6c-a786-bb400ede02ee"}) -Annotation.create({"id"=>65042, "question_id"=>69183, "org_id"=>8, "text"=>"List any specific file naming conventions used throughout the study. Provide examples of this file naming convention in the text indicating the context for each part of the file name. See file naming guidance here.", "type"=>"guidance", "versionable_id"=>"e9585f61-7cde-4356-8a25-0d391eada68d"}) -Question.create({"id"=>69184, "text"=>"What backup measures will be implemented to ensure the safety of your data?", "default_value"=>nil, "number"=>6, "section_id"=>22469, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"39a3ba3b-b1ba-4755-b5a5-875aeca6127d"}) -Annotation.create({"id"=>65043, "question_id"=>69184, "org_id"=>8, "text"=>"Describe how your study data will be regularly saved, backed up, and updated. If using institutional servers, consult with your Information Technology department to find out how frequently data is backed up.", "type"=>"guidance", "versionable_id"=>"4990eea3-5c26-4ca3-92c9-04078ee357a6"}) -Section.create({"id"=>22473, "title"=>"Preservation", "description"=>"Describe the steps that will ensure that your data will be available and usable for the foreseeable future after your study is complete.
", "number"=>5, "phase_id"=>3498, "modifiable"=>false, "versionable_id"=>"bcb0ab3a-497f-409c-878c-b09623a9cca2"}) -Question.create({"id"=>69200, "text"=>"Where will data be stored after the project is complete?", "default_value"=>nil, "number"=>1, "section_id"=>22473, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"53c2268c-b3b1-4917-9906-ddd04d7127f4"}) -Annotation.create({"id"=>65059, "question_id"=>69200, "org_id"=>8, "text"=>"Describe where your data will be stored after project completion (e.g., in an institutional repository, an external data repository, a secure institutional computer storage, or an external hard drive).", "type"=>"guidance", "versionable_id"=>"54926748-74c5-4863-b49a-8ccb26cee1bc"}) -Question.create({"id"=>69201, "text"=>"Who is responsible for managing the data after the study is complete?", "default_value"=>nil, "number"=>2, "section_id"=>22473, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"efb0cf68-3752-47f6-a725-c48ed9840dc3"}) -Annotation.create({"id"=>65060, "question_id"=>69201, "org_id"=>8, "text"=>"Name the person(s) responsible for managing the data at the completion of the project. List their affiliation and contact information.", "type"=>"guidance", "versionable_id"=>"12e94ee0-9806-41bd-adce-78134147f913"}) -Question.create({"id"=>69202, "text"=>"Will your data be migrated to preservation formats?", "default_value"=>nil, "number"=>3, "section_id"=>22473, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b6c5be29-c300-410e-9055-11dca3648437"}) -Annotation.create({"id"=>65061, "question_id"=>69202, "org_id"=>8, "text"=>"Many proprietary file formats such as those generated from Microsoft software or statistical analysis tools can make the data difficult to access later on. Consider transforming any proprietary files into preservation-friendly formats to ensure your data can be opened. Describe the process for migrating your data formats here.", "type"=>"guidance", "versionable_id"=>"7ad982d0-fce6-4d18-8a3f-624f7280ae45"}) -Question.create({"id"=>69203, "text"=>"How long do you intend to keep your data after the project is complete?", "default_value"=>nil, "number"=>4, "section_id"=>22473, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"5d8f3683-eb48-4dc6-a8e0-d60e36ae3249"}) -Annotation.create({"id"=>65062, "question_id"=>69203, "org_id"=>8, "text"=>"Provide details on how long you plan to keep your data after the project, and list any requirements you must follow based on Research Ethics Board guidelines, data use agreements, or funder requirements. ", "type"=>"guidance", "versionable_id"=>"f412cb33-084d-48bb-9c8b-16e35ae13fec"}) -Question.create({"id"=>69204, "text"=>"What steps will you take to destroy the data after the retention period is complete?", "default_value"=>nil, "number"=>5, "section_id"=>22473, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a5f2b97a-d0b8-410b-90e6-a7cc14e411dd"}) -Annotation.create({"id"=>65063, "question_id"=>69204, "org_id"=>8, "text"=>"Describe what steps will be taken to destroy study data. These steps may include but are not limited to shredding physical documents, making data unretrievable with support from your Information Technology department, or personal measures to eliminate data files.", "type"=>"guidance", "versionable_id"=>"8bff066e-20f3-4dc5-a347-09b2b6397309"}) -Section.create({"id"=>22470, "title"=>"Ethics and Legal Compliance", "description"=>"Outline the ethical and legal implications placed on your research data.
", "number"=>6, "phase_id"=>3498, "modifiable"=>false, "versionable_id"=>"0269648e-fb33-48ac-b10e-b31baaa7300e"}) -Question.create({"id"=>69185, "text"=>"How will the informed consent process be carried out within your study?", "default_value"=>nil, "number"=>1, "section_id"=>22470, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"4870ea39-c813-48a2-b4d7-6ed45b538880"}) -Annotation.create({"id"=>65044, "question_id"=>69185, "org_id"=>8, "text"=>"Outline the information provided in your Research Ethics Board protocol, and describe how informed consent is collected, and at which phases of the data collection process. Examples include steps to gain written or verbal consent, re-establishing consent at subsequent points of contact, etc. ", "type"=>"guidance", "versionable_id"=>"b4edbd85-afa5-4106-ba23-d35ae0787c72"}) -Question.create({"id"=>69186, "text"=>"Who holds the intellectual property rights to your data?", "default_value"=>nil, "number"=>2, "section_id"=>22470, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"733bbb2c-a889-417e-b053-fb89c452202a"}) -Annotation.create({"id"=>65045, "question_id"=>69186, "org_id"=>8, "text"=>"Provide the name, institutional affiliation, and contact information of the person(s) who hold intellectual property rights to the data.", "type"=>"guidance", "versionable_id"=>"c2d679ff-202f-468b-9f0c-eca57cf12ac5"}) -Question.create({"id"=>69187, "text"=>"What ethical guidelines or constraints are applicable to your data?", "default_value"=>nil, "number"=>3, "section_id"=>22470, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"19acf131-2562-469b-8793-6374a70e8e3b"}) -Annotation.create({"id"=>65046, "question_id"=>69187, "org_id"=>8, "text"=>"Describe any ethical concerns that may be associated with the data in this study. For example, if vulnerable and/or Indigenous populations were studied, outline specific guidelines that are being followed to protect participants (e.g., OCAP, community advisory boards, etc.).", "type"=>"guidance", "versionable_id"=>"6d26482f-fe6f-455e-b73d-f15907d832f5"}) -Question.create({"id"=>69188, "text"=>"What legal restraints are applicable to your data (e.g., ownership)?", "default_value"=>nil, "number"=>4, "section_id"=>22470, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"c896663a-7235-4271-a1a7-727ed744fdc1"}) -Annotation.create({"id"=>65047, "question_id"=>69188, "org_id"=>8, "text"=>"Provide details describing the legal restrictions that apply to your data. These restrictions may include, but are not limited to details about how your research data can be used as outlined by a funder, institution, collaboration or commercial agreement. ", "type"=>"guidance", "versionable_id"=>"edbfb3db-1603-41a2-bce1-61a05440b7bf"}) -Question.create({"id"=>69189, "text"=>"What methods will be used to manage the risk of disclosure of participant information?", "default_value"=>nil, "number"=>5, "section_id"=>22470, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"8401741e-b4a7-4031-bd3b-e86200c2d491"}) -Annotation.create({"id"=>65048, "question_id"=>69189, "org_id"=>8, "text"=>"List all the steps that will be taken to remove the risk of disclosing personal information from study participants. Include information about keeping data safe and secure, and whether certain information will be removed from the data. If data is being anonymized or de-identified, specify the information type(s) being altered (e.g., names, addresses, dates, location).", "type"=>"guidance", "versionable_id"=>"2f6a56f0-f353-4f12-a9fd-754cc079f491"}) -Section.create({"id"=>22471, "title"=>"Responsibilities and Resources", "description"=>"Indicate who will be working with the data at various stages, and describe their responsibilities.
", "number"=>7, "phase_id"=>3498, "modifiable"=>false, "versionable_id"=>"45f502dd-4a31-4d90-b4f9-affd9385a19c"}) -Question.create({"id"=>69190, "text"=>"What financial resources will you require for data management in this study?", "default_value"=>nil, "number"=>1, "section_id"=>22471, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"e4003545-7917-48e3-bbf0-7e72b7098007"}) -Annotation.create({"id"=>65049, "question_id"=>69190, "org_id"=>8, "text"=>"Describe any financial resources that may be required to properly manage your research data. This may include personnel, storage requirements, software, hardware, etc.", "type"=>"guidance", "versionable_id"=>"8baef279-27e9-4e3f-a647-0c6be33d8457"}) -Question.create({"id"=>69191, "text"=>"Who is the main contact and steward for the data collected in this study?", "default_value"=>nil, "number"=>2, "section_id"=>22471, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"cce65447-cff5-43d3-bb97-920f5329fa3e"}) -Annotation.create({"id"=>65050, "question_id"=>69191, "org_id"=>8, "text"=>"Provide the name(s), affiliation, and contact information for the main study contact.", "type"=>"guidance", "versionable_id"=>"32bf395e-a6eb-49a1-a6dd-5870f2a5379e"}) -Question.create({"id"=>69192, "text"=>"Who will have access to your data throughout the project? Describe each collaborator’s responsibilities in relation to having access to the data.", "default_value"=>nil, "number"=>3, "section_id"=>22471, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"79a2902a-88ed-4cb4-a5bb-c637fd979bc6"}) -Annotation.create({"id"=>65051, "question_id"=>69192, "org_id"=>8, "text"=>"Provide the name(s), affiliation, contact information, and responsibilities of each study team member in relation to working with the study data. ", "type"=>"guidance", "versionable_id"=>"4b77cc30-b696-417f-a325-f2204d8ac293"}) -Question.create({"id"=>69193, "text"=>"Will any new members be added or responsibilities be transferred over the course of the study?", "default_value"=>nil, "number"=>4, "section_id"=>22471, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d2611433-4f60-4780-b834-6f1a29cb706f"}) -Annotation.create({"id"=>65052, "question_id"=>69193, "org_id"=>8, "text"=>"Describe the process by which new collaborators/team members will be added to the project, if applicable. Include the type(s) of responsibilities that may require new team members to be added during, or after the project is complete.", "type"=>"guidance", "versionable_id"=>"733b3636-f4ea-43bc-adf8-a3e9dce8eefb"}) -Section.create({"id"=>22472, "title"=>"Data Sharing", "description"=>"Provide information about how you will make your data available and/or discoverable to the broader community.
", "number"=>8, "phase_id"=>3498, "modifiable"=>false, "versionable_id"=>"65973f7c-41ba-4fb1-96bd-62aa84483c9d"}) -Question.create({"id"=>69194, "text"=>"Who are the intended users of your data?", "default_value"=>nil, "number"=>1, "section_id"=>22472, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"fb996bba-ec3f-4a13-8fb3-8d550bcb9a08"}) -Annotation.create({"id"=>65053, "question_id"=>69194, "org_id"=>8, "text"=>"Describe who the intended users are of the data. Consider that those who would benefit most from your data may differ from those who would benefit from the software/technology developed. ", "type"=>"guidance", "versionable_id"=>"5050961e-09c7-460b-8d5d-e03e243625ec"}) -Question.create({"id"=>69195, "text"=>"What data will be shared at the end of the study?", "default_value"=>nil, "number"=>2, "section_id"=>22472, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"bdeda0c6-5161-4cab-b955-0643910a1b44"}) -Annotation.create({"id"=>65054, "question_id"=>69195, "org_id"=>8, "text"=>"Outline the specific data that can be shared at the completion of the study. Be specific about the data (e.g., from surveys, user testing, app usage, interviews, etc.) and what can be shared.", "type"=>"guidance", "versionable_id"=>"6a3c8411-aea7-4e78-b01f-165b4a9f7452"}) -Question.create({"id"=>69196, "text"=>"What restrictions are placed on your data that would limit public data sharing?", "default_value"=>nil, "number"=>3, "section_id"=>22472, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f8dc1d8b-ce54-4568-8a26-9f0dbf877665"}) -Annotation.create({"id"=>65055, "question_id"=>69196, "org_id"=>8, "text"=>"Describe any restrictions that may prohibit the sharing of data. Examples may include holding data that has confidentiality, license, or intellectual property restrictions, are beholden to funder requirements, or are subject to a data use agreement.", "type"=>"guidance", "versionable_id"=>"d121a3ff-f30c-451c-8155-d40c79f150a0"}) -Question.create({"id"=>69197, "text"=>"Where will you share your data?", "default_value"=>nil, "number"=>4, "section_id"=>22472, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1cfb9714-f1d3-4259-8fdb-1f42551911f9"}) -Annotation.create({"id"=>65056, "question_id"=>69197, "org_id"=>8, "text"=>"Provide the location where you intend to share your data. This may be an institutional repository, external data repository, via community approval, or through your Research Ethics Board.", "type"=>"guidance", "versionable_id"=>"b70525bc-cb1b-4850-815f-23c299c52358"}) -Question.create({"id"=>69198, "text"=>"If you have collected restricted data, what steps would someone requesting your data need to follow in order to access it?", "default_value"=>nil, "number"=>5, "section_id"=>22472, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"e34e0822-81eb-4df9-99c5-a226dca93103"}) -Annotation.create({"id"=>65057, "question_id"=>69198, "org_id"=>8, "text"=>"If your data is restricted, describe how a researcher could access that data for secondary analysis. Examples of these procedures may include completing a Research Ethics Board application, signing a data use agreement, submitting a proposal to a community advisory board, among others. Be as specific as possible in this section.", "type"=>"guidance", "versionable_id"=>"a4868714-f037-4b4a-aa3d-4ebb3d8ad9a1"}) -Question.create({"id"=>69199, "text"=>"What license will you apply to your data?", "default_value"=>nil, "number"=>6, "section_id"=>22472, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"01cf1ea2-478d-4440-b4d3-64b960c243e0"}) -Annotation.create({"id"=>65058, "question_id"=>69199, "org_id"=>8, "text"=>"Select a license that best suits the parameters of how you would like to share your data, and how you would prefer to be credited. See this resource to help you decide: https://creativecommons.org/choose/.", "type"=>"guidance", "versionable_id"=>"60b99278-f4e4-4eee-8f3e-4facf7375905"}) -Template.create!({"id"=>3516, "title"=>"Portage Template for Mixed Methods (Surveys & Qualitative Research)", "description"=>"This mixed methods data management plan template was developed for use within the Portage DMP Assistant and is meant to assist researchers conducting mixed methods research (e.g., surveys and qualitative interviews/focus groups) in developing high quality data management plans to support their research. The template consists of a number of categories, questions, and customized guidance that relate directly to mixed methods research.
", "published"=>true, "org_id"=>43, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>1388567390, "family_id"=>1264577448, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3499, "title"=>"Portage Template for Mixed Methods (Surveys & Qualitative Research)", "description"=>"This mixed methods data management plan template was developed for use within the Portage DMP Assistant and is meant to assist researchers conducting mixed methods research (e.g., surveys and qualitative interviews/focus groups) in developing high quality data management plans to support their research. The template consists of a number of categories, questions, and customized guidance that relate directly to mixed methods research.
", "number"=>1, "template_id"=>3516, "modifiable"=>false, "versionable_id"=>"1945d993-f3da-4a84-ad7f-ae2560946956"}) -Section.create({"id"=>22474, "title"=>"Research Data Management Policies", "description"=>nil, "number"=>1, "phase_id"=>3499, "modifiable"=>false, "versionable_id"=>"1ba88e26-2fb2-404b-ae31-bf9365303b26"}) -Question.create({"id"=>69205, "text"=>"Are there any research data management policies in place that outline requirements and/or best practice guidance regarding the management of your data? If so, provide details and, if helpful, URL links to these policies. ", "default_value"=>nil, "number"=>1, "section_id"=>22474, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d7813b8c-de39-4081-bdb6-1c716019aaa2"}) -Annotation.create({"id"=>65064, "question_id"=>69205, "org_id"=>8, "text"=>"Examples of research data management policies that may be in place include those set forth by funders, post secondary institutions, legislation, and communities.Examples of these might include:
\r\nThere are many potential sources of existing data, including research data repositories, research registries, and government agencies.
\r\nExamples of these include:
\r\nYou may also wish to contact the Library at your institution for assistance in searching for any existing data that may be useful to your research.
", "type"=>"guidance", "versionable_id"=>"df281d4e-d26f-4387-8bf3-e7e0f5102804"}) -Question.create({"id"=>69208, "text"=>"It is important to identify and understand as early as possible the methods which you will employ in collecting your data to ensure that they will support your needs, including supporting the secure collection of sensitive data if applicable.
\r\nDescribe the method(s) that you will use to collect your data.
", "default_value"=>nil, "number"=>3, "section_id"=>22475, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"19698dfb-f98a-448a-a6ae-5d567f645954"}) -Annotation.create({"id"=>65067, "question_id"=>69208, "org_id"=>8, "text"=>"Include a description of any methods that you will use to collect data, including electronic platforms or paper based methods. For electronic methods be sure to include descriptions of any privacy policies as well as where and how data will be stored while within the platform.
For an example of a detailed mixed methods description, see this Portage DMP Exemplar in either English or French.
There are many electronic survey data collection platforms to choose from (e.g., Qualtrics, REDCap, Hosted in Canada Surveys). Understanding how and where your survey data will be collected and stored is an essential component of managing your data and ensuring that you are adhering to any security requirements imposed by funders or research ethics boards.
\r\nAdditionally, it is important to clearly understand any security and privacy policies that are in place for any given electronic platform that you will use for collecting your data - examples of such privacy policies include those provided by Qualtrics (survey) and Zoom (interviews).", "type"=>"guidance", "versionable_id"=>"24d57dcf-daa6-41df-9a97-ebe986a8384d"}) -Question.create({"id"=>69209, "text"=>"If interview and/or focus group audio recordings will be transcribed, describe how this will securely occur, including if it will be performed internally to the research team or externally (outsourced), and/or if any software and/or electronic platforms or services will be used for transcribing.", "default_value"=>nil, "number"=>4, "section_id"=>22475, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"2e2e88c4-9d2d-46b8-a6f1-e19e73b21c7f"}) -Annotation.create({"id"=>65068, "question_id"=>69209, "org_id"=>8, "text"=>"To support transcribing activities within your research project, it is recommended that you implement a transcribing protocol which clearly outlines such things as formatting instructions, a summary of contextual metadata to include, participant and interviewer anonymization, and file naming conventions.
\r\nWhen outsourcing transcribing services, and especially when collecting sensitive data, it is important to have a confidentiality agreement in place with transcribers, including a protocol for their deleting any copies of data once it has been transcribed, transferred, and approved. Additionally, you will need to ensure that methods for transferring and storing data align with any applicable funder or institutional requirements.
", "type"=>"guidance", "versionable_id"=>"03868e74-8529-4e23-b989-06339bec0238"}) -Question.create({"id"=>69210, "text"=>"Describe how your data will be securely transferred, including from data collection devices/platforms and, if applicable, to/from transcriptionists.", "default_value"=>nil, "number"=>5, "section_id"=>22475, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"35b72d9a-ed47-421b-a0f7-876e6e7d596c"}) -Annotation.create({"id"=>65069, "question_id"=>69210, "org_id"=>8, "text"=>"Transferring of data is a critical stage of the data collection process, and especially so when managing sensitive information. Data transfers may occur:
\r\nIt is best practice to identify data transfer methods that you will use before your research begins.
\r\nSome risks associated with the transferring of data include loss of data, unintended copies of data files, and data being provided to unintended recipients. You should avoid transferring data using unsecured methods, such as email. Typical approved methods for transferring data include secure File Transfer Protocol (SFTP), secure extranets, or other methods approved by your institution.
\r\nTalk to your local IT support to identify secure data transferring methods available to you.
", "type"=>"guidance", "versionable_id"=>"16853699-6a73-491a-9166-e0a6f0aa2b8d"}) -Question.create({"id"=>69211, "text"=>"Describe all of the file formats that your data will exist in, including for the various versions of both survey and qualitative interview/focus group data. Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>6, "section_id"=>22475, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"179d529c-2e26-447c-9dc2-afc8f047b6d2"}) -Annotation.create({"id"=>65070, "question_id"=>69211, "org_id"=>8, "text"=>"Ensuring that your data files exist in non-proprietary formats helps to ensure that they are able to be easily accessed and reused by others in the future.
\r\nExamples of non-proprietary file formats include:
\r\nSurveys: CSV; HTML; Unicode Transformation Formats
\r\nQualitative interviews:
\r\nFor more information and resources pertaining to file formats you may wish to visit:
\r\nInclude a description of the survey codebook(s) (data dictionary), as well as how it will be developed and generated. You should also include a description of the interview data that will be collected, including any important contextual information and metadata associated with file formats.
\r\nYour documentation may include study-level information about:
\r\nA complete description of the data files may include:
\r\nHigh quality documentation and metadata help to ensure accuracy, consistency, and completeness of your data. It is considered best practice to develop and implement protocols that clearly communicate processes for capturing important information throughout your research project. Example topics that these protocols might cover include file naming conventions, file versioning, folder structure, and both descriptive and structural metadata.
\r\nResearchers and research staff should ideally have the opportunity to contribute to the content of metadata protocols, and it is additionally useful to consult regularly with members of the research team to capture any potential changes in data collection/processing that need to be reflected in the documentation.", "type"=>"guidance", "versionable_id"=>"04a6d14c-6b94-4411-a056-79b0f3e48df1"}) -Question.create({"id"=>69215, "text"=>"Describe any metadata standard(s) and/or tools that you will use to support the describing and documenting of your data. ", "default_value"=>nil, "number"=>4, "section_id"=>22476, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"90abab15-6c40-461e-836c-f2ec3c4ee70d"}) -Annotation.create({"id"=>65074, "question_id"=>69215, "org_id"=>8, "text"=>"Metadata are descriptions of the contents and context of data files. Using a metadata standard (a set of required fields to fill out) helps to ensure that your documentation is consistent, structured, and machine-readable, which is essential for depositing data in repositories and making it easily discoverable by search engines.
\r\nThere are both general and discipline-specific metadata standards and tools for research data.
\r\nOne of the most widely used metadata standards for surveys is DDI (Data Documentation Initiative), a free standard that can document and manage different stages in the research data lifecycle including data collection, processing, distribution, discovery and archiving.
\r\nFor assistance with choosing a metadata standard, support may be available at your institution’s Library or contact dmp-support@carl-abrc.ca. ", "type"=>"guidance", "versionable_id"=>"16b8495f-fa11-4bbf-9d37-97ca0927c19f"}) -Section.create({"id"=>22477, "title"=>"Storage, Access, and Backup", "description"=>nil, "number"=>4, "phase_id"=>3499, "modifiable"=>false, "versionable_id"=>"ea7414ef-f59f-4451-9c4e-764e2a71c011"}) -Question.create({"id"=>69216, "text"=>"Describe where, how, and for how long data will be securely stored during the active phases of the research project. If any data are to be collected through the use of electronic platforms, account for their usage within your data storage description. Include a description of any policies and procedures that will be in place to ensure that data are regularly backed-up.", "default_value"=>nil, "number"=>1, "section_id"=>22477, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"41eb366d-7823-4c6e-bb2b-06e42d241177"}) -Annotation.create({"id"=>65075, "question_id"=>69216, "org_id"=>8, "text"=>"Data storage is a critical component of managing your research data, and secure methods should always be used, especially when managing sensitive data. Storing data on USB sticks, laptops, computers, and/or external hard drives without a regular backup procedure in place is not considered to be best practice due to their being a risk both for data breaches (e.g., loss, theft) as well as corruption and hardware failure. Likewise, having only one copy, or multiple copies of data stored in the same physical location does little to mitigate risk.
\r\nMany universities offer networked file storage which is automatically backed up. Contact your local (e.g., faculty or organization) and/or central IT services to find out what secure data storage services and resources they are able to offer to support your research project.
\r\nAdditionally, you may wish to consider investigating Compute Canada’s Rapid Access Service which provides Principal Investigators at Canadian post-secondary institutions with a modest amount of storage and cloud resources at no cost.", "type"=>"guidance", "versionable_id"=>"80f84426-053e-4eaa-a487-6c14df9cffd3"}) -Question.create({"id"=>69217, "text"=>"Describe how members of the research team will securely access and work with data during the active phases of the research project. ", "default_value"=>nil, "number"=>2, "section_id"=>22477, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"c99fcc78-5f83-4a35-8e71-559a830ca258"}) -Annotation.create({"id"=>65076, "question_id"=>69217, "org_id"=>8, "text"=>"It is important to determine at the early stages of your research project how members of the research team will appropriately access and work with data. If researchers will be working with data using their local computers (work or personal) then it is important to ensure that data are securely transferred (see previous question on data transferring), computers may need to be encrypted, and that all processes meet any requirements imposed by funders, institutions, and research ethics offices.
\r\nWhen possible, it can be very advantageous to use a cloud-based environment so that researchers can remotely access and work with data, reducing the need for data transferring and associated risks, as well as unnecessary copies of data existing.
\r\nOne such cloud environment that is freely available to Canadian researchers is Compute Canada’s Rapid Access Service. ", "type"=>"guidance", "versionable_id"=>"e0a62b2e-a967-4949-a1ab-8cdb114fd8b6"}) -Question.create({"id"=>69218, "text"=>"Describe how much storage space you will require during the active phases of the research project, being sure to take into account file versioning and data growth.", "default_value"=>nil, "number"=>3, "section_id"=>22477, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"5bac0951-f3e7-4382-9940-85fca7ec0451"}) -Annotation.create({"id"=>65077, "question_id"=>69218, "org_id"=>8, "text"=>"Think about all of the data that will be generated, including their various versions, and estimate how much space (e.g., megabytes, gigabytes, terabytes) will be required to store them.
\r\nThe type of data you collect, along with the length of time that you require active storage, will impact the resources that you require. Textual and tabular data files are usually very small (a few megabytes) unless you have a lot of data. Video files are usually very large (hundreds of megabytes up to several gigabytes). If you have a large amount of data (gigabytes or terabytes), it will be more challenging to share and transfer it. You may need to consider networked storage options or more sophisticated backup methods.
\r\nYou may wish to contact your local IT services to discuss what data storage options are available to you, or consider the use of Compute Canada’s Rapid Access Service. ", "type"=>"guidance", "versionable_id"=>"a9286834-e40f-42fc-82bd-fae318e769ec"}) -Section.create({"id"=>22478, "title"=>"Preservation", "description"=>nil, "number"=>5, "phase_id"=>3499, "modifiable"=>false, "versionable_id"=>"1179dbd6-85c4-446c-b98f-cc3ff59218df"}) -Question.create({"id"=>69219, "text"=>"Describe how you will ensure that your data is preservation ready, including the file format(s) that they will be preserved in and. Explain how you will prevent data from being lost while processing and converting files.", "default_value"=>nil, "number"=>1, "section_id"=>22478, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"77778f54-3fd8-4c3c-b760-d076df1e8572"}) -Annotation.create({"id"=>65078, "question_id"=>69219, "org_id"=>8, "text"=>"Proprietary data formats are not optimal for long-term preservation of data as they typically require specialized licensed software to open them. Such software may have costs associated with its use, or may not even be available to others wanting to re-use your data in the future.
\r\nNon-proprietary file formats, such as comma-separated values (.csv), text (.txt) and free lossless audio codec (.flac), are considered preservation-friendly. The UK Data Archive provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify the steps required to ensure the data you are choosing to preserve is error-free, and converted to recommended formats with a minimal risk of data loss following project completion. Some strategies to remove identifiers in images, audio, and video (e.g. blurring faces, changing voices) also remove information of value to other researchers.
\r\nSee this Portage DMP Exemplar in English or French for more help describing preservation-readiness.
", "type"=>"guidance", "versionable_id"=>"9115aaf5-c4df-4a57-b015-f42279613b11"}) -Question.create({"id"=>69220, "text"=>"Describe where you will preserve your data for long-term preservation, including any research data repositories that you may be considering to use. If there are any costs associated with the preservation of your data, include those details.", "default_value"=>nil, "number"=>2, "section_id"=>22478, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"19931f19-0a34-4b0a-ab2e-2099f73dde39"}) -Annotation.create({"id"=>65079, "question_id"=>69220, "org_id"=>8, "text"=>"A research data repository is a technology-based platform that allows for research data to be:
\r\nThere are different types of repositories including:
\r\nA key feature of a trusted research data repository is the assignment of a digital object identifier (DOI) to your data - a unique persistent identifier assigned by a registration agency to identify digital content and provide a persistent link to its location, enabling for long-term discovery.
\r\nDataverse is one of the most popular research data repository platforms in Canada for supporting the deposition of survey data and qualitative text files. Key features of Dataverse include the assignment of a DOI, the ability to make your data both open or restricted access, built in data citations, file versioning, and the ability to create customized terms of use pertaining to your data. Contact your local university Library to find out if there is a Dataverse instance available for you to use.
\r\nRe3data.org is an online registry of data repositories, which can be searched according to subject, content type and country. Find a list of Canadian research data repositories.", "type"=>"guidance", "versionable_id"=>"a7ccc151-2cc1-41f8-ab9f-5a50de976016"}) -Section.create({"id"=>22479, "title"=>"Sharing and Reuse", "description"=>nil, "number"=>6, "phase_id"=>3499, "modifiable"=>false, "versionable_id"=>"b96d6436-88b5-4712-acbc-46aea71d2b11"}) -Question.create({"id"=>69221, "text"=>"Describe what data you will be sharing, including which version(s) (e.g., raw, processed, analyzed) and in what format(s). ", "default_value"=>nil, "number"=>1, "section_id"=>22479, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ac7aa17d-2879-4476-a005-49c731b79a3a"}) -Annotation.create({"id"=>65080, "question_id"=>69221, "org_id"=>8, "text"=>"Consider which data you are planning to share or that you may need to share in order to meet funding or institutional requirements. As well, think about which data may possibly be restricted for reasons relating to confidentiality and/or privacy. If you are planning to share either/both survey and qualitative interviews data that require de-identification, explain how any necessary direct and indirect identifiers will be removed.
\r\nExamples of file versions are:
\r\nRemember, research involving human participants typically requires participant consent to allow for the sharing of data. Along with your data, you should ideally include samples of the study information letter and participant consent form, as well as information relating to your approved institutional ethics application.
", "type"=>"guidance", "versionable_id"=>"26e2108a-9ddb-4a74-899f-49e78a57f9a0"}) -Question.create({"id"=>69222, "text"=>"Describe whether there will be any restrictions placed on your data when they are made available and who may access them. If data are not openly available, describe the process for gaining access.", "default_value"=>nil, "number"=>2, "section_id"=>22479, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"00f34952-f8ca-4118-a28b-7c39f537e422"}) -Annotation.create({"id"=>65081, "question_id"=>69222, "org_id"=>8, "text"=>"It may be necessary or desirable to restrict access to your data for a limited time or to a limited number of people, for:
\r\nStrategies to mitigate these issues may include:
\r\nIf applicable, consider creating a Terms of Use document to accompany your data.
", "type"=>"guidance", "versionable_id"=>"31708182-4210-4727-8542-3ec0637e1de0"}) -Question.create({"id"=>69223, "text"=>"What type of end-user license will you include with your data? ", "default_value"=>nil, "number"=>3, "section_id"=>22479, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"217cb252-6a2e-46af-b806-9828d6832667"}) -Annotation.create({"id"=>65082, "question_id"=>69223, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, it is considered as best practice to include a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
\r\nThere are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
\r\nRead more about data licensing: UK Digital Curation Centre.", "type"=>"guidance", "versionable_id"=>"fc85f4b9-edea-41b1-afca-a0bd6efc83c1"}) -Section.create({"id"=>22480, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>7, "phase_id"=>3499, "modifiable"=>false, "versionable_id"=>"a067b6f5-d528-4f7d-ada4-34588781bf6a"}) -Question.create({"id"=>69224, "text"=>"Who will be responsible for data management during the project (i.e., during collection, processing, analysis, documentation)? Identify staff and organizational roles and their responsibilities for carrying out the data management plan (DMP), including time allocations and training requirements.", "default_value"=>nil, "number"=>1, "section_id"=>22480, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0ab8dd8c-ea45-4ff0-9fac-e08ebb00df96"}) -Annotation.create({"id"=>65083, "question_id"=>69224, "org_id"=>8, "text"=>"Research data management is a shared responsibility that can involve many research team members including the Principal Investigator, co-investigators, collaborators, trainees, and research staff. Some projects warrant having a dedicated research data manager position. Think about your project and its needs, including the time and expertise that may be required to manage the data and if any training will be required to prepare members of the research team for these duties.
\r\nLarger and more complex research projects may additionally wish to have a research data management committee in place which can be responsible for data governance, including the development of policies and procedures relating to research data management. This is a useful way to tap into the collective expertise of the research team, and to establish robust policies and protocols that will serve to guide data management throughout your project.
", "type"=>"guidance", "versionable_id"=>"6bc7f573-1078-4691-aa91-46ed96d7dadd"}) -Question.create({"id"=>69225, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>22480, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"7d9c66a3-4c8d-4f40-a49f-e9fa6046b306"}) -Annotation.create({"id"=>65084, "question_id"=>69225, "org_id"=>8, "text"=>"It is important to think ahead and be prepared for potential PI and/or research team members changes should they occur. Developing data governance policies that clearly indicate a succession strategy for the project’s data will help greatly in ensuring that the data continue to be effectively and appropriately managed. Such policies should clearly describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility. ", "type"=>"guidance", "versionable_id"=>"89f6bbf1-132f-4714-8d2c-ee8389ae059a"}) -Question.create({"id"=>69226, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>22480, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b7a61fd1-69e9-4eb1-acc8-931bce6ebc22"}) -Annotation.create({"id"=>65085, "question_id"=>69226, "org_id"=>8, "text"=>"Estimate as early as possible the resources and costs associated with the management of your project’s data. This estimate should incorporate costs incurred both during the active phases of the project as well as those potentially required for support of the data once the project is finished, including preparing the data for deposit and long-term preservation.
\r\nMany funding agencies will provide support for research data management, so these estimates may be included within your proposed project budget. Items that may be pertinent to mixed methods research include such things as a dedicated research data management position (even if it is part-time), support for the use of a digital survey data collection platform, computers/laptops, digital voice recorders, specialized software, transcription of qualitative interviews, data storage, data deposition, and data preservation.
", "type"=>"guidance", "versionable_id"=>"34cde2f8-eb55-4b26-919d-11f6555f245f"}) -Section.create({"id"=>22481, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>8, "phase_id"=>3499, "modifiable"=>false, "versionable_id"=>"e37d254e-227c-4f42-ae95-32bcae7522c7"}) -Question.create({"id"=>69227, "text"=>"If applicable, what strategies will you undertake to address secondary uses of data, and especially those which are sensitive in nature?", "default_value"=>nil, "number"=>1, "section_id"=>22481, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6f198c9f-c105-4fc2-ad3a-56321b3c24ae"}) -Annotation.create({"id"=>65086, "question_id"=>69227, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers, as well as what version(s) of the data may be shared and re-used. For example, it may stipulate that the data will only be shared for non-profit research purposes, that the data will not be linked with personally identified data from other sources, and that only de-identified and/or aggregated data may be reused. In the case of qualitative interviews, this may include only the de-identified transcriptions of interviews and/or analytic files containing de-identified contextual information.
\r\nSensitive data in particular should always receive special attention and be clearly identified and documented within your DMP as to how they will be managed throughout your project including data collection, transferring, storage, access, and both potential sharing, and reuse.
\r\nYour data management plan and deposited data should both include an identifier or link to your approved research ethics application form as well as an example of any participant consent forms.
", "type"=>"guidance", "versionable_id"=>"8d4d38a5-18a5-47a0-8f45-3b03d95a2bb8"}) -Question.create({"id"=>69228, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>2, "section_id"=>22481, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f75005bd-d41b-4b04-9e5e-24528d91acb3"}) -Annotation.create({"id"=>65087, "question_id"=>69228, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer, research services office, and/or research ethics office.
\r\nInclude here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"0ad12d56-0eb3-465a-b9c2-dc59edc6191c"}) -Template.create!({"id"=>3517, "title"=>"Portage Template for Neuroimaging in the Neurosciences", "description"=>"This Neuroimaging data management plan (DMP) template is designed to be completed in two phases: Phase 1 questions probe at a high-level, seeking information about the general direction of the study. Normally, researchers will be able to respond to phase 1 questions at the outset of a project.
\r\nPhase 2 questions seek greater detail. It is understood that these answers will often depend on the outcome of several steps in the research project, such as: a literature review, imaging protocol design and experimental design, or running multiple pilot subjects and interpreting the outcome. As these details become known, the DMP can and should be revisited. This approach underscores that DMPs are living documents that evolve throughout a research project.
", "published"=>true, "org_id"=>43, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>1659720835, "family_id"=>1803053844, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3500, "title"=>"Phase 1", "description"=>"Phase 1 questions probe at a high-level, seeking information about the general direction of the study. Normally, researchers will be able to respond to phase 1 questions at the outset of a project.
", "number"=>1, "template_id"=>3517, "modifiable"=>false, "versionable_id"=>"c5dbdb42-b148-4fb4-bba1-c6b3e435f4e6"}) -Section.create({"id"=>22482, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3500, "modifiable"=>false, "versionable_id"=>"0fe22057-1ce8-4e32-91e0-53ccf9ecd36e"}) -Question.create({"id"=>69229, "text"=>"Describe the types of data, and potential data sources, to be acquired during the course of your study.
", "default_value"=>nil, "number"=>1, "section_id"=>22482, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"c9a94f76-9f35-40bb-8b7a-45fc2ba057f2"}) -Annotation.create({"id"=>65088, "question_id"=>69229, "org_id"=>8, "text"=>"Please explain, in particular:
\r\nPlease provide the name and a web link for the research ethics board (REB) that is responsible for reviewing and overseeing the legal and ethical compliance of this study. Give the file identifier of the REB application.
", "default_value"=>nil, "number"=>1, "section_id"=>22488, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0ee0e810-a553-4223-b0a3-9228a3f42bd7"}) -Annotation.create({"id"=>65095, "question_id"=>69237, "org_id"=>8, "text"=>"Researchers must follow the policies and guidance of the research ethics board governing their institutions. There may be important differences across institutions. The Public Health Agency of Canada (PHAC) is responsible for setting standards and coordinating REBs across Canada. They provide 10 best practices for ensuring privacy of human participants:
\r\n
In the context of neuroimaging research, “the potential identifiability of otherwise anonymous image files is of great concern to those in the field who are anxious to encourage electronic data sharing” (Kulynych, 2002). Please consult your REB for recommendations on how to prepare ethics protocols.
Phase 2 questions seek greater detail. It is understood that these answers will often depend on the outcome of several steps in the research project, such as: a literature review, imaging protocol design and experimental design, or running multiple pilot subjects and interpreting the outcome. As these details become known, the DMP can and should be revisited. This approach underscores that DMPs are living documents that evolve throughout a research project.
", "number"=>2, "template_id"=>3517, "modifiable"=>false, "versionable_id"=>"82eae2ac-d34d-4509-9dc6-e760741d253a"}) -Section.create({"id"=>22489, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3501, "modifiable"=>false, "versionable_id"=>"39bb0d34-876c-482d-948c-871dc3b5705a"}) -Question.create({"id"=>69239, "text"=>"Give details about the sources of data, equipment used, and data formats produced for your project. ", "default_value"=>nil, "number"=>1, "section_id"=>22489, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"8b59ec22-4350-4197-aece-977116f0a3de"}) -Annotation.create({"id"=>65097, "question_id"=>69239, "org_id"=>8, "text"=>"Please explain, in particular:If you are using a data management application to manage data, please name which system. Describe the features of the application that are important for this project in particular (ex. provenance tracking, versioning, QC, longitudinal design).
", "default_value"=>nil, "number"=>2, "section_id"=>22491, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"83828d1c-73c6-4e90-aaa8-f63da9f45a17"}) -Annotation.create({"id"=>65101, "question_id"=>69244, "org_id"=>8, "text"=>"A data management application is a piece of software that stores data and helps to manage some aspects of the data and/or metadata collection, quality control, conversion, processing, reporting, annotation, and other functions. Some applications are designed specifically for the neuroimaging domain, e.g. LORIS, Braincode, while other applications can be used by any research discipline, e.g. XNAT, Redcap. In neurosciences, the term ‘database’ is sometimes used by convention to refer to data management applications. For the purposes of this question, an application is any software tool used to manage data acquisition or storage.
", "type"=>"guidance", "versionable_id"=>"e905bc55-f21b-44da-99ac-e1d5ab2c8e20"}) -Section.create({"id"=>22492, "title"=>"Preservation", "description"=>nil, "number"=>4, "phase_id"=>3501, "modifiable"=>false, "versionable_id"=>"6f11ab56-de24-4f0a-8ee9-3fdfe1df46e8"}) -Question.create({"id"=>69245, "text"=>"What data will be preserved for the long-term?", "default_value"=>nil, "number"=>1, "section_id"=>22492, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ecc99b2d-8681-4385-9ac7-ff2802842bb5"}) -Annotation.create({"id"=>65102, "question_id"=>69245, "org_id"=>8, "text"=>"In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. phantom scans and other diagnostic scans may not need to be preserved).", "type"=>"guidance", "versionable_id"=>"f7054d6a-dc3c-4ba8-84c6-3fcd11d21515"}) -Question.create({"id"=>69246, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>2, "section_id"=>22492, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"c719c99a-f677-47dc-8a28-cf01319ee782"}) -Annotation.create({"id"=>65103, "question_id"=>69246, "org_id"=>8, "text"=>"DataCite's repository finder tool and re3data.org are both useful tools for finding an appropriate repository for your data. Searches on re3data can be easily narrowed by discipline, such as this search for ‘neurosciences.’ There are also generalist repository services like Zenodo, OSF, Figshare, and Academictorrents.com. If your data is ready to be shared under an open license, then posting to an existing platform like openneuro.org, openfmri.org, nitrc.org, or portal.conp.ca could be a good solution.This data management template is meant to be used by health sciences researchers conducting qualitative research on human subjects. It includes guidance on data management best practices beginning with data collection through to data sharing.
", "published"=>true, "org_id"=>43, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>776423656, "family_id"=>259590330, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3502, "title"=>"Portage Template for Qualitative Health Sciences Research", "description"=>"This data management template is meant to be used by health sciences researchers conducting qualitative research on human subjects. It includes guidance on data management best practices beginning with data collection through to data sharing.
", "number"=>1, "template_id"=>3518, "modifiable"=>false, "versionable_id"=>"012fd11d-1c7c-424c-a883-6134132b8a82"}) -Section.create({"id"=>22496, "title"=>"Data Collection", "description"=>"Outline the processes and procedures you will follow during the data collection process of your study.
", "number"=>1, "phase_id"=>3502, "modifiable"=>false, "versionable_id"=>"6e5e6d03-d70d-4739-b7d5-d1ab8facd1a9"}) -Question.create({"id"=>69256, "text"=>"What types of data will you be collecting?", "default_value"=>nil, "number"=>1, "section_id"=>22496, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"4a43da95-9996-4030-aa0c-de467f51c002"}) -Annotation.create({"id"=>65111, "question_id"=>69256, "org_id"=>8, "text"=>"Describe all types of data you will collect throughout the research process, with special attention paid to participant-driven data (e.g., written transcripts, video files, audio recordings, journals, art, photographs, etc.).", "type"=>"guidance", "versionable_id"=>"7c3e8ef4-0730-4dbb-a53e-3ba80fbc24e2"}) -Question.create({"id"=>69257, "text"=>"Will you be using any existing data from external sources or previous research?", "default_value"=>nil, "number"=>2, "section_id"=>22496, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"e1811bb1-d1ae-453c-ab92-de78d37e4290"}) -Annotation.create({"id"=>65112, "question_id"=>69257, "org_id"=>8, "text"=>"If you will be combining original research data with existing, or previously used research data, describe those data here. Provide the name, location, URL, and date of the dataset(s) used. Describe any end-user license assigned to the data, or terms of use you must abide by.", "type"=>"guidance", "versionable_id"=>"f9f7b2ac-844c-4554-84bd-72a9449eda3f"}) -Question.create({"id"=>69258, "text"=>"What data collection instrument or scales will you use to collect the data?", "default_value"=>nil, "number"=>3, "section_id"=>22496, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"8ac6962c-4a73-48b9-9154-7eda801495e6"}) -Annotation.create({"id"=>65113, "question_id"=>69258, "org_id"=>8, "text"=>"Provide a description of any data collection instruments or scales that will be used to collect data. These may include but are not limited to questionnaires, interview guides, or focus group procedures. If using a pre-existing instrument or scale, provide the citation(s) in this section.", "type"=>"guidance", "versionable_id"=>"82353ecb-a845-4a2a-b7b5-6da9b85cab96"}) -Question.create({"id"=>69259, "text"=>"Is your data collected longitudinally or at a single point in time?", "default_value"=>nil, "number"=>4, "section_id"=>22496, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"c2d0a9fd-90fa-456f-8d3c-4f09f75acc90"}) -Annotation.create({"id"=>65114, "question_id"=>69259, "org_id"=>8, "text"=>"Describe the frequency in which you will be collecting data from participants. If you are performing narrative inquiry or longitudinal data collection for example, how often will you gather data from the same participants?", "type"=>"guidance", "versionable_id"=>"14008cfa-ad14-4afb-a218-ec04ae02b410"}) -Question.create({"id"=>69260, "text"=>"What is the time frame over which you are collecting data?", "default_value"=>nil, "number"=>5, "section_id"=>22496, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"e371be12-fc64-4fe0-b1ff-9bf8d6d1cdf4"}) -Annotation.create({"id"=>65115, "question_id"=>69260, "org_id"=>8, "text"=>"Provide an estimate of when you will begin and conclude the data collection process. List this information in the following format: YYYY/MM/DD - YYYY/MM/DD. If you do not know the exact dates, list YYYY/MM - YYYY/MM instead.", "type"=>"guidance", "versionable_id"=>"bd6356db-3665-4eba-8ae6-16753e62b773"}) -Question.create({"id"=>69261, "text"=>"What is the geographic location within the context of the phenomenon/experience where data will be gathered?", "default_value"=>nil, "number"=>6, "section_id"=>22496, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"7aaa4be6-82da-4d1d-9335-63e88c416af5"}) -Annotation.create({"id"=>65116, "question_id"=>69261, "org_id"=>8, "text"=>"Provide a description of the environment and geographic location of where data will be gathered, within the context of the study (e.g., hospital setting, long-term care setting, community). Include national, provincial, or municipal locations if applicable.", "type"=>"guidance", "versionable_id"=>"5b0e7fa5-b8c7-4fcc-8514-0781cc541b0b"}) -Question.create({"id"=>69262, "text"=>"What steps will be involved in the data collection process?", "default_value"=>nil, "number"=>7, "section_id"=>22496, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"026bf9ae-41af-4e3d-9b34-0658820146e5"}) -Annotation.create({"id"=>65117, "question_id"=>69262, "org_id"=>8, "text"=>"Summarize the steps that are involved in the data collection process for your study. This section should include information about screening and recruitment, the informed consent process, information disseminated to participants before data collection, and the methods by which data is gathered.
\r\nIn this section, consider including documentation such as your study protocol, interview guide, questionnaire, etc.
", "type"=>"guidance", "versionable_id"=>"354a2417-18dc-48ff-aa02-10a39c78d49a"}) -Question.create({"id"=>69263, "text"=>"What software programs will you use to collect the data?", "default_value"=>nil, "number"=>8, "section_id"=>22496, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b9212dcf-e14a-4b4b-9a62-9d7203311214"}) -Annotation.create({"id"=>65118, "question_id"=>69263, "org_id"=>8, "text"=>"Include a description of any software that will be used to gather data. Examples may include but are not limited to word processing programs, survey software, and audio/video recording tools. Provide the version of each software program used if applicable.", "type"=>"guidance", "versionable_id"=>"e7679dc5-ebcd-4eb5-a3b1-d0eb32989ac2"}) -Question.create({"id"=>69264, "text"=>"What file formats will you be generating during the data collection phase?", "default_value"=>nil, "number"=>9, "section_id"=>22496, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"4d281e63-89aa-42ca-945f-341034345b05"}) -Annotation.create({"id"=>65119, "question_id"=>69264, "org_id"=>8, "text"=>"List the file formats associated with each software program that will be generated during the data collection phase (e.g., .txt, .csv, .mp4, .wav).", "type"=>"guidance", "versionable_id"=>"1ecc3111-de4d-456b-af9a-757623bd5066"}) -Section.create({"id"=>22497, "title"=>"Data Analysis", "description"=>"Outline the steps, materials, and methods that you will use to document how you will analyze the data collected in your study.
", "number"=>2, "phase_id"=>3502, "modifiable"=>false, "versionable_id"=>"5a6c537f-a4a8-47ea-9b5d-648ef16fd5e4"}) -Question.create({"id"=>69265, "text"=>"How will you document the changes you make to your data on a regular basis?", "default_value"=>nil, "number"=>1, "section_id"=>22497, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"640b37d8-5f24-4f6f-80e2-6299605a1d01"}) -Annotation.create({"id"=>65120, "question_id"=>69265, "org_id"=>8, "text"=>"Provide a description of how you will track changes made to any data analysis files. Examples might include any audit trail steps, or versioning systems that you follow during the data analysis process.", "type"=>"guidance", "versionable_id"=>"ee1275a8-f84f-449b-958d-a4998da7de8c"}) -Question.create({"id"=>69266, "text"=>"What software will you be using to support your data analysis?", "default_value"=>nil, "number"=>2, "section_id"=>22497, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"59c2a56b-01e3-40c3-9246-5761af58fdc5"}) -Annotation.create({"id"=>65121, "question_id"=>69266, "org_id"=>8, "text"=>"Include any software programs you plan to use to perform or supplement data analysis (e.g., NVivo, Atlas.ti, SPSS, SAS, R, etc.). Include the version if applicable.", "type"=>"guidance", "versionable_id"=>"f998358e-c244-45a7-8a5f-66eaf1b61811"}) -Question.create({"id"=>69267, "text"=>"What file formats will your data analysis files be saved in?", "default_value"=>nil, "number"=>3, "section_id"=>22497, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a25df671-136e-4f7a-9124-6b88787adb20"}) -Annotation.create({"id"=>65122, "question_id"=>69267, "org_id"=>8, "text"=>"List the file formats associated with each analysis software program that will be generated in your study (e.g., .txt, .csv, .xsls, .docx). ", "type"=>"guidance", "versionable_id"=>"f1d19df5-8519-404f-8af7-a890bd0526e9"}) -Question.create({"id"=>69268, "text"=>"What coding scheme or methodology will you use to analyze your data?", "default_value"=>nil, "number"=>4, "section_id"=>22497, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f4364140-85a7-42f4-87e9-5f9ea85e24a5"}) -Annotation.create({"id"=>65123, "question_id"=>69268, "org_id"=>8, "text"=>"Include the coding scheme used to analyze your data -- consider providing a copy of your codebook. If other methods of analysis were performed, describe them here. ", "type"=>"guidance", "versionable_id"=>"3abae654-96f2-4d79-b86e-e3eb7136fb4d"}) -Question.create({"id"=>69269, "text"=>"What quality assurance measures will be implemented to ensure the accuracy and integrity of the data? ", "default_value"=>nil, "number"=>5, "section_id"=>22497, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"111736e0-9df5-4964-ab48-9e7476a4b902"}) -Annotation.create({"id"=>65124, "question_id"=>69269, "org_id"=>8, "text"=>"Outline the steps that will be taken to ensure the quality and transparency during the data analysis process. In this section, describe procedures for cleaning data, contacting participants to clarify responses, and correcting data when errors are identified. Consider the principles of credibility, dependability, confirmability, and transferability as described in Lincoln and Guba, 1985 when completing this section.", "type"=>"guidance", "versionable_id"=>"39ba9bf0-ae2f-42af-a00e-af89caec4308"}) -Section.create({"id"=>22498, "title"=>"Documentation and Metadata", "description"=>"This section is designed for you to provide information about your data, so that others will be able to better understand, interpret, and potentially re-use your data for secondary analysis.
", "number"=>3, "phase_id"=>3502, "modifiable"=>false, "versionable_id"=>"8d8d73e0-d3b5-48f0-90f4-ae58f78c9c44"}) -Question.create({"id"=>69270, "text"=>"What information about your research would someone need to know to reuse or interpret your data?", "default_value"=>nil, "number"=>1, "section_id"=>22498, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"698b669b-1d2f-4543-bd80-4790ea72cb03"}) -Annotation.create({"id"=>65125, "question_id"=>69270, "org_id"=>8, "text"=>"Consider what information might be useful to accompany your data if you were to share it with someone else (e.g., the study protocol, interview guide, codebook, information about software used, questionnaires, user guide for the data, etc.).", "type"=>"guidance", "versionable_id"=>"5a533b3a-05a0-4493-9e05-d00e4468558f"}) -Question.create({"id"=>69271, "text"=>"Are there metadata standards which you could use to describe your data?", "default_value"=>nil, "number"=>2, "section_id"=>22498, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"67a4fa19-8cdb-4796-85de-939167c08f71"}) -Annotation.create({"id"=>65126, "question_id"=>69271, "org_id"=>8, "text"=>"Metadata standards can provide guidance on how best to document your data. If you do not know of any existing standards in your field, visit this website to search for available standards: https://fairsharing.org/.", "type"=>"guidance", "versionable_id"=>"e211cc6f-04db-4452-9795-6d62c6c8e1bb"}) -Question.create({"id"=>69272, "text"=>"Who is the target population being investigated?", "default_value"=>nil, "number"=>3, "section_id"=>22498, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"13674ea9-a4cf-47c7-b94f-f8c297e6d8ac"}) -Annotation.create({"id"=>65127, "question_id"=>69272, "org_id"=>8, "text"=>"Describe the participants whose lived experiences/phenomena are being studied in this project.", "type"=>"guidance", "versionable_id"=>"39464e6f-b902-41cd-990d-9798f854f052"}) -Question.create({"id"=>69273, "text"=>"How is the population being sampled?", "default_value"=>nil, "number"=>4, "section_id"=>22498, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9204d489-fe51-45df-a44b-4d0ad64184f3"}) -Annotation.create({"id"=>65128, "question_id"=>69273, "org_id"=>8, "text"=>"Provide a brief description of the sampling process undertaken in the study (e.g., purposive sampling, theoretical sampling).", "type"=>"guidance", "versionable_id"=>"43943052-8df5-4ebe-9951-c2110534fdc4"}) -Question.create({"id"=>69274, "text"=>"Is the population being weighted?", "default_value"=>nil, "number"=>5, "section_id"=>22498, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"eb2b338f-6494-4878-a26f-baa83cce91d1"}) -Annotation.create({"id"=>65129, "question_id"=>69274, "org_id"=>8, "text"=>"Outline any weighting or representative sampling that is being applied in this study.", "type"=>"guidance", "versionable_id"=>"74ea3580-9efc-4ad4-b007-31541e0e6900"}) -Question.create({"id"=>69275, "text"=>"Are there any acronyms or abbreviations that will be used within your study?", "default_value"=>nil, "number"=>6, "section_id"=>22498, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"c27f824c-17f2-4281-ac1b-e25c0f63166f"}) -Annotation.create({"id"=>65130, "question_id"=>69275, "org_id"=>8, "text"=>"Provide a glossary of any acronyms or abbreviations used within your study.", "type"=>"guidance", "versionable_id"=>"032ce205-eaab-401e-8e18-159e78d86944"}) -Section.create({"id"=>22499, "title"=>"Storage and Backup", "description"=>"This section will ask you to outline how you will store and manage your data throughout the research process.
", "number"=>4, "phase_id"=>3502, "modifiable"=>false, "versionable_id"=>"e9b407c3-857f-4e5d-bad4-f70ef72934c7"}) -Question.create({"id"=>69276, "text"=>"What are the storage requirements needed for your data?", "default_value"=>nil, "number"=>1, "section_id"=>22499, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"07617b6e-26ef-4ca0-a214-f09dde22d8a7"}) -Annotation.create({"id"=>65131, "question_id"=>69276, "org_id"=>8, "text"=>"Provide an estimate of how much data you will collect in the form of terabytes, gigabytes, or megabytes as needed. Include estimates for each data type if possible (e.g., 2 GB for video files, 500 MB for interview transcripts).", "type"=>"guidance", "versionable_id"=>"1f482856-f1fe-4eb8-8e97-2416ee76fbfc"}) -Question.create({"id"=>69277, "text"=>"Where will your data be stored during the data collection phase?", "default_value"=>nil, "number"=>2, "section_id"=>22499, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"eaed6ba4-6e5b-406e-8a7b-9dddb61b2ec1"}) -Annotation.create({"id"=>65132, "question_id"=>69277, "org_id"=>8, "text"=>"Describe where your data will be stored while data is being gathered from participants (e.g., in a secure, password protected computer file, hard copies stored in locked filing cabinets, or institutional computer storage).", "type"=>"guidance", "versionable_id"=>"cf6559b6-e9c4-4c88-8cb1-ba7ab1f10d19"}) -Question.create({"id"=>69278, "text"=>"Where will your data be stored during the data analysis phase?", "default_value"=>nil, "number"=>3, "section_id"=>22499, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"dfe7fadf-9089-441d-9400-71845dd0ea55"}) -Annotation.create({"id"=>65133, "question_id"=>69278, "org_id"=>8, "text"=>"If different from the above, describe where your data will be stored while performing data analysis.", "type"=>"guidance", "versionable_id"=>"d9444cd7-be5c-4544-9c35-4db7e0ff1cd4"}) -Question.create({"id"=>69279, "text"=>"What backup measures will be implemented to ensure the safety of your data?", "default_value"=>nil, "number"=>4, "section_id"=>22499, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"8495f937-0917-4d71-ba73-2fff981809da"}) -Annotation.create({"id"=>65134, "question_id"=>69279, "org_id"=>8, "text"=>"Describe how your study data will be regularly saved and updated. If using institutional servers, consult with your Information Technology department if you are unsure how frequently data is backed up.", "type"=>"guidance", "versionable_id"=>"f56692cb-89da-4e26-990b-7e3455dba4b5"}) -Question.create({"id"=>69280, "text"=>"If your data contains confidential information, how will your storage method ensure the protection of this data?", "default_value"=>nil, "number"=>5, "section_id"=>22499, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"30e38154-77c2-4e7f-bc2e-b983bda4c869"}) -Annotation.create({"id"=>65135, "question_id"=>69280, "org_id"=>8, "text"=>"Outline the procedures that will safeguard sensitive data collected during your study. This may include storing identifying data (consent forms) separately from anonymized data (audio files or transcripts), keeping files password protected and secure, and only providing access to investigators analyzing the data.", "type"=>"guidance", "versionable_id"=>"e42a0c91-cde0-444b-8364-8c3fbc92cbb0"}) -Question.create({"id"=>69281, "text"=>"What file naming conventions will be used to save your data?", "default_value"=>nil, "number"=>6, "section_id"=>22499, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"c72a4317-fb0a-46f7-bdc1-f3b7c128b598"}) -Annotation.create({"id"=>65136, "question_id"=>69281, "org_id"=>8, "text"=>"Provide examples of a consistent file naming convention that will be used for this study. Examples of file names might include the type of file, participant number, date of interaction, and/or study phase. Follow this guide for more information on file naming.", "type"=>"guidance", "versionable_id"=>"99bc5322-8469-404f-8211-5b88725ae3d4"}) -Section.create({"id"=>22500, "title"=>"Preservation", "description"=>"Describe the steps that will ensure that your data will be available and usable for the foreseeable future after your study is complete.
", "number"=>5, "phase_id"=>3502, "modifiable"=>false, "versionable_id"=>"325204bc-61ad-45a3-bbb6-d691150b8d07"}) -Question.create({"id"=>69282, "text"=>"Where will data be stored after the project is complete?", "default_value"=>nil, "number"=>1, "section_id"=>22500, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ae2b90f8-b348-4ed0-a9c3-88a3f30d028a"}) -Annotation.create({"id"=>65137, "question_id"=>69282, "org_id"=>8, "text"=>"Describe where your data will be stored after project completion (e.g., in an institutional repository, external data repository, in secure, institutional computer storage, or external hard drive).", "type"=>"guidance", "versionable_id"=>"f316b26f-a626-4e0f-856c-8e570c7249f5"}) -Question.create({"id"=>69283, "text"=>"Who is responsible for managing the data after the study is complete?", "default_value"=>nil, "number"=>2, "section_id"=>22500, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"cc5381c3-77d1-4fbf-a294-33fc33c1a7a9"}) -Annotation.create({"id"=>65138, "question_id"=>69283, "org_id"=>8, "text"=>"Name the person(s) responsible for managing the data at the completion of the project. List their affiliation(s) and contact information.", "type"=>"guidance", "versionable_id"=>"56ff00ba-8813-4b04-b9b2-62c247288a63"}) -Question.create({"id"=>69284, "text"=>"Will your data be migrated to preservation formats?", "default_value"=>nil, "number"=>3, "section_id"=>22500, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ff70f74f-a7f1-4bdb-b0dd-0a83b191c94b"}) -Annotation.create({"id"=>65139, "question_id"=>69284, "org_id"=>8, "text"=>"Many proprietary file formats such as those generated from Microsoft software or statistical analysis tools can make the data difficult to access later on. Consider transforming any proprietary files into preservation-friendly formats to ensure your data can be opened in any program. Describe the process for migrating any data formats here.", "type"=>"guidance", "versionable_id"=>"d6c71dd3-73f4-4a92-9e90-e76ea0c56f2c"}) -Question.create({"id"=>69285, "text"=>"How long do you intend to keep your data after the project is complete?", "default_value"=>nil, "number"=>4, "section_id"=>22500, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d72b31a1-8dc1-4a32-89ea-d50fb75a662f"}) -Annotation.create({"id"=>65140, "question_id"=>69285, "org_id"=>8, "text"=>"Provide details on how long you plan to keep your data after the project, and list any requirements you must follow based on Research Ethics Board guidelines, data use agreements, or funder requirements. ", "type"=>"guidance", "versionable_id"=>"683c7f07-37c6-443a-8ed0-b0616dbdf593"}) -Question.create({"id"=>69286, "text"=>"What procedures are in place to destroy the data after the retention period is complete?", "default_value"=>nil, "number"=>5, "section_id"=>22500, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"c35c254f-21c2-460b-b181-7e968c976210"}) -Annotation.create({"id"=>65141, "question_id"=>69286, "org_id"=>8, "text"=>"Describe what steps will be taken to destroy study data. These steps may include shredding physical documents, making data unretrievable with support from your Information Technology department, or other personal measures to eliminate data files.", "type"=>"guidance", "versionable_id"=>"dbc075f1-c4b4-45bc-a848-031d29d6f359"}) -Section.create({"id"=>22501, "title"=>"Ethical and Legal Compliance", "description"=>"Outline any ethical and legal implications placed on your research data.
", "number"=>6, "phase_id"=>3502, "modifiable"=>false, "versionable_id"=>"e5ca3b51-4dec-4f56-978b-1d0f3411ca0f"}) -Question.create({"id"=>69287, "text"=>"How is the informed consent process carried out in your study? ", "default_value"=>nil, "number"=>1, "section_id"=>22501, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"04c365af-79b1-4eea-8409-3695ea7b4374"}) -Annotation.create({"id"=>65142, "question_id"=>69287, "org_id"=>8, "text"=>"Outline the information provided in your Research Ethics Board protocol, and describe how and when informed consent is collected during the data collection process. Examples include steps to gain written or verbal consent, re-establishing consent at subsequent interviews, etc. ", "type"=>"guidance", "versionable_id"=>"f494e0fe-dc60-424d-9359-ae11b43d30d4"}) -Question.create({"id"=>69288, "text"=>"Who holds the intellectual property rights to your data?", "default_value"=>nil, "number"=>2, "section_id"=>22501, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"03c0a2db-4d76-424a-a7fa-5442c9e3b6a3"}) -Annotation.create({"id"=>65143, "question_id"=>69288, "org_id"=>8, "text"=>"Provide the name, institutional affiliation, and contact information of the person(s) who hold intellectual property rights to the data.", "type"=>"guidance", "versionable_id"=>"291cb071-f427-456f-9a4a-5ce000c4941b"}) -Question.create({"id"=>69289, "text"=>"What ethical guidelines or restraints are applicable to your data?", "default_value"=>nil, "number"=>3, "section_id"=>22501, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"03778309-d6c6-4bcc-b2b7-741f775df8cc"}) -Annotation.create({"id"=>65144, "question_id"=>69289, "org_id"=>8, "text"=>"Describe any ethical concerns that may be associated with the data in this study. For example, if vulnerable and/or Indigenous populations are included as participants, outline specific guidelines that are being followed to protect them (e.g., OCAP, community advisory boards, etc.).", "type"=>"guidance", "versionable_id"=>"775e9e85-57c7-45e5-93c8-4278c2e94ee5"}) -Question.create({"id"=>69290, "text"=>"What legal restraints are applicable to your data (e.g., ownership)?", "default_value"=>nil, "number"=>4, "section_id"=>22501, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"47a3188a-a8c0-4979-aca7-20178dff8d24"}) -Annotation.create({"id"=>65145, "question_id"=>69290, "org_id"=>8, "text"=>"Provide details describing the legal restrictions that apply to your data. These restrictions may include, but are not limited to details about how your research data can be used as outlined by funder, institutional, or community agreements, among others.", "type"=>"guidance", "versionable_id"=>"534128e6-ee88-4a25-a7f0-da58e8808412"}) -Question.create({"id"=>69291, "text"=>"What methods will be used to manage the risk of disclosure of participant information?", "default_value"=>nil, "number"=>5, "section_id"=>22501, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f8bc3892-6a01-431f-94c2-dc3bb071e961"}) -Annotation.create({"id"=>65146, "question_id"=>69291, "org_id"=>8, "text"=>"List all the steps that will be taken to remove the risk of disclosing personal information from study participants. Include information about keeping data safe and secure, and whether certain information will be removed from the data. If data is being anonymized or de-identified, specify the information type(s) being altered (e.g., names, addresses, dates, location).", "type"=>"guidance", "versionable_id"=>"e3e7662b-8d18-4a76-baf9-a57158076433"}) -Section.create({"id"=>22502, "title"=>"Responsibilities and Resources ", "description"=>"Indicate who will be working with the data at various stages, and describe their responsibilities.
", "number"=>7, "phase_id"=>3502, "modifiable"=>false, "versionable_id"=>"76d72289-745f-457e-a3fc-f4ce4df8de13"}) -Question.create({"id"=>69292, "text"=>"What financial resources will you require for data management in this study?", "default_value"=>nil, "number"=>1, "section_id"=>22502, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"14732866-f951-4817-adea-e8f3ce141cd5"}) -Annotation.create({"id"=>65147, "question_id"=>69292, "org_id"=>8, "text"=>"Describe any financial resources that may be required to properly manage your research data. This may include, but not be limited to personnel, storage requirements, software, or hardware.", "type"=>"guidance", "versionable_id"=>"e5c5b769-d411-4880-a6dc-6af7f7b07552"}) -Question.create({"id"=>69293, "text"=>"Who is the main contact and steward for the data collected in this study?", "default_value"=>nil, "number"=>2, "section_id"=>22502, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9bec67d9-79cd-41e4-a78a-2e9012ad0356"}) -Annotation.create({"id"=>65148, "question_id"=>69293, "org_id"=>8, "text"=>"Provide the name(s), affiliation(s), and contact information for the main study contact.", "type"=>"guidance", "versionable_id"=>"98b751b8-e165-4e3f-a4ee-89a2830daf0f"}) -Question.create({"id"=>69294, "text"=>"Who will have access to your data throughout the project? ", "default_value"=>nil, "number"=>3, "section_id"=>22502, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"e08daf9f-05f5-4880-ab6f-32f3f4915f44"}) -Annotation.create({"id"=>65149, "question_id"=>69294, "org_id"=>8, "text"=>"Provide the name(s), affiliation(s), contact information, and responsibilities of each study team member in relation to working with the study data. If working with institutional Information Technology members, statisticians, or other stakeholders outside your immediate team, provide their information as well.", "type"=>"guidance", "versionable_id"=>"17d90f97-20c4-414e-ad1b-9564884260d0"}) -Question.create({"id"=>69295, "text"=>"Will any new members be added or responsibilities be transferred over the course of the study?", "default_value"=>nil, "number"=>4, "section_id"=>22502, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f1a593b9-0edb-4357-bb9a-6c67aac53a99"}) -Annotation.create({"id"=>65150, "question_id"=>69295, "org_id"=>8, "text"=>"Describe the process by which new collaborators/team members will be added to the project, if applicable. Include the type(s) of responsibilities that may require new team members to be added during, or after the project is complete.", "type"=>"guidance", "versionable_id"=>"9376a286-5d53-43c4-a8c1-971b65848030"}) -Section.create({"id"=>22503, "title"=>"Data Sharing", "description"=>"Provide information about how you will make your data available and/or discoverable to the broader community.
", "number"=>8, "phase_id"=>3502, "modifiable"=>false, "versionable_id"=>"47aba5e6-21a7-4fa0-9b36-8ed0b0dbd660"}) -Question.create({"id"=>69296, "text"=>"Who are the likely users/benefitters of your data?", "default_value"=>nil, "number"=>1, "section_id"=>22503, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"92c070d0-19bc-4370-a2d1-1734307db4de"}) -Annotation.create({"id"=>65151, "question_id"=>69296, "org_id"=>8, "text"=>"Describe the intended audience for your data. ", "type"=>"guidance", "versionable_id"=>"d8a83434-8b9e-4f94-9dbc-ac977f9195b4"}) -Question.create({"id"=>69297, "text"=>"What data can/will be shared at the end of the study?", "default_value"=>nil, "number"=>2, "section_id"=>22503, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f253ef16-5688-41e7-b806-5dab61a24f2d"}) -Annotation.create({"id"=>65152, "question_id"=>69297, "org_id"=>8, "text"=>"Describe what data can/will be shared at the end of the study. ", "type"=>"guidance", "versionable_id"=>"4cbc8f75-8cc7-49a8-8d75-bc0aaaea05b8"}) -Question.create({"id"=>69298, "text"=>"What restrictions are placed on your data that would prohibit it from being made publicly available?", "default_value"=>nil, "number"=>3, "section_id"=>22503, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"44f18d6c-905c-49ee-af57-4e49d053fbbe"}) -Annotation.create({"id"=>65153, "question_id"=>69298, "org_id"=>8, "text"=>"Restrictions on data may include, but are not limited to, the sensitivity of the data, data being acquired under license, or data being restricted under a data use agreement. Describe what restrictions (if any) apply to your research data. ", "type"=>"guidance", "versionable_id"=>"675fb0cb-7e8f-45b7-abe1-2d7cdf888c20"}) -Question.create({"id"=>69299, "text"=>"Where will you share your data?", "default_value"=>nil, "number"=>4, "section_id"=>22503, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0653ed6b-7c6a-443b-9b86-93a665e5461d"}) -Annotation.create({"id"=>65154, "question_id"=>69299, "org_id"=>8, "text"=>"Provide the location where you intend to share your data. This may be an institutional repository, external data repository, or through your Research Ethics Board, among others.", "type"=>"guidance", "versionable_id"=>"bfb60086-a8f2-4225-b408-fc21d136c58e"}) -Question.create({"id"=>69300, "text"=>"If you have collected restricted data, what steps would someone requesting your data need to follow in order to access it?", "default_value"=>nil, "number"=>5, "section_id"=>22503, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"c798574d-fcd9-49c9-b303-02216655599a"}) -Annotation.create({"id"=>65155, "question_id"=>69300, "org_id"=>8, "text"=>"If your data is restricted, describe how a researcher could access that data for secondary analysis. Examples of these procedures may include completing a Research Ethics Board application, signing a data use agreement, submitting a proposal to a community advisory board, among others. Be as specific as possible in this section.", "type"=>"guidance", "versionable_id"=>"89fd85a8-96c5-4f79-bae7-da70b9efdd78"}) -Question.create({"id"=>69301, "text"=>"What license will you apply to your data?", "default_value"=>nil, "number"=>6, "section_id"=>22503, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0629ec4e-34e9-4efb-ad66-34203527b0ca"}) -Annotation.create({"id"=>65156, "question_id"=>69301, "org_id"=>8, "text"=>"Select a license that best suits the parameters of how you would like to share your data, and how you would prefer to be credited. See this resource to help you decide: https://creativecommons.org/choose/.", "type"=>"guidance", "versionable_id"=>"5c820c49-5b24-4973-b0de-470ad02ca4a6"}) -Template.create!({"id"=>3519, "title"=>"Portage Template for Open Science Workflows", "description"=>"This template guides the writing of a research data management plan (DMP) with an open science/open scholarship workflow, which uses mixed social sciences research methods, producing quantitative as well as qualitative datasets. The questions emphasize data sharing and reuse throughout the project, not only at the final stage of publication. This DMP template will be most useful to researchers who are working in a multi-institutional partnership and who have already completed a funding application and an ethics review protocol. The DMP is a living document: don’t forget to revisit your DMP throughout the research project to update or review your responses.
\r\nNot all of these questions will apply to all research projects. We encourage you to respond to as many as possible but ultimately, you and your team have to decide which questions and answers apply to your workflow.
", "published"=>true, "org_id"=>43, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>43432169, "family_id"=>1367298370, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3503, "title"=>"Portage Template for Open Science Workflows", "description"=>"This template guides the writing of a research data management plan (DMP) with an open science/open scholarship workflow, which uses mixed social sciences research methods, producing quantitative as well as qualitative datasets. The questions emphasize data sharing and reuse throughout the project, not only at the final stage of publication. This DMP template will be most useful to researchers who are working in a multi-institutional partnership and who have already completed a funding application and an ethics review protocol. The DMP is a living document: don’t forget to revisit your DMP throughout the research project to update or review your responses.
\r\nNot all of these questions will apply to all research projects. We encourage you to respond to as many as possible but ultimately, you and your team have to decide which questions and answers apply to your workflow.
", "number"=>1, "template_id"=>3519, "modifiable"=>false, "versionable_id"=>"e6951813-58f1-4b51-918d-5b29a744541d"}) -Section.create({"id"=>22504, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>1, "phase_id"=>3503, "modifiable"=>false, "versionable_id"=>"1e26e580-841e-4e88-b4f2-5678e833eb25"}) -Question.create({"id"=>69302, "text"=>"Who will be responsible for data management? Will the Principal Investigator (PI) hold all responsibility during and beyond the project, or will this be divided among a team or partner organizations?", "default_value"=>nil, "number"=>1, "section_id"=>22504, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"87268b11-ca08-4ae3-9697-5744ca26fa3c"}) -Annotation.create({"id"=>65157, "question_id"=>69302, "org_id"=>8, "text"=>"Assign responsibilities: Once completed, your data management plan will outline important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the time frame associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>"b03f2ff9-d7fd-4aa2-866b-360022d6b0ec"}) -Question.create({"id"=>69303, "text"=>"In the event that the PI leaves the project, who will replace them? Who will take temporary responsibility until a new PI takes over?", "default_value"=>nil, "number"=>2, "section_id"=>22504, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"15553fae-6358-45c9-8cfd-83eb58a75810"}) -Annotation.create({"id"=>65158, "question_id"=>69303, "org_id"=>8, "text"=>"Succession planning: The PI is usually in charge of maintaining data accessibility standards for the team. Consider who will field questions about accessing information or granting access to the data in the event the PI leaves the project. Usually the Co-PI takes over the responsibilities.
\r\nIndicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>"f9d4e86d-aa97-48c9-9cbe-b8258e28564f"}) -Question.create({"id"=>69304, "text"=>"List all expected resources for data management required to complete your project. What hardware, software and human resources will you need? What is your estimated budget?", "default_value"=>nil, "number"=>3, "section_id"=>22504, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0d803857-de44-4cf2-89cc-cc9c3042880d"}) -Annotation.create({"id"=>65159, "question_id"=>69304, "org_id"=>8, "text"=>"Budgeting: Common purchases are hard drives, cloud storage or software access. TU Delft’s Data Management Costing Tool is helpful to determine the share of human labor (FTE) that should be allocated for research data management.", "type"=>"guidance", "versionable_id"=>"ebf2728e-23ab-4044-893c-e2eb6c26c8fc"}) -Section.create({"id"=>22505, "title"=>"Data Collection", "description"=>nil, "number"=>2, "phase_id"=>3503, "modifiable"=>false, "versionable_id"=>"be274f01-2b3b-4e22-9bdc-b66f5c5acab3"}) -Question.create({"id"=>69305, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>22505, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"dad52b46-dbd1-41e6-8781-fc37ffb9ca72"}) -Annotation.create({"id"=>65160, "question_id"=>69305, "org_id"=>8, "text"=>"Data types: Your research data may include digital resources, software code, audio files, image files, video, numeric, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>"1a5210a5-50a1-4eb5-874e-ceaecf97e10f"}) -Question.create({"id"=>69306, "text"=>"Answer the following regarding file formats:Data documentation: It is strongly encouraged to include a ReadMe file with all datasets (or similar) to assist in understanding data collection and processing methods, naming conventions and file structure.
\r\nTypically, good data documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files). View a useful template from Cornell University’s “Guide to writing ‘ReadMe’ style metadata”.", "type"=>"guidance", "versionable_id"=>"187f3a43-5898-4c79-8bad-d96b780ac81a"}) -Question.create({"id"=>69309, "text"=>"How will you undertake documentation of data collection, processing and analysis, within your workflow to create consistent support material? Who will be responsible for this task?", "default_value"=>nil, "number"=>2, "section_id"=>22506, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"4e2a6a99-cd3e-4fc2-b6d0-4954312a7cac"}) -Annotation.create({"id"=>65164, "question_id"=>69309, "org_id"=>8, "text"=>"Assign responsibilities for documentation: Individual roles and workflows should include gathering data documentation as a key element.
\r\nEstablishing responsibilities for data management and documentation is useful if you do it early on, ideally in advance of data collection and analysis, Some researchers use CRediT taxonomy to determine authorship roles at the beginning of each project. They can also be used to make team members responsible for proper data management and documentation.
\r\nConsider how you will capture this information and where it will be recorded, to ensure accuracy, consistency, and completeness of the documentation.
", "type"=>"guidance", "versionable_id"=>"9b51a4f3-1d0e-4099-87e3-d2170827ec09"}) -Question.create({"id"=>69310, "text"=>"Do you plan to use a metadata standard? What specific schema might you use?", "default_value"=>nil, "number"=>3, "section_id"=>22506, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"27eb1a30-f4cc-49cc-8034-f1468e8b456d"}) -Annotation.create({"id"=>65165, "question_id"=>69310, "org_id"=>8, "text"=>"Metadata for datasets: DataCite has developed a metadata schema specifically for open datasets. It lists a set of core metadata fields and instructions to make datasets easily identifiable and citable.
\r\nThere are many other general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards. Read more about metadata standards at the UK Digital Curation Centre's Disciplinary Metadata resource.", "type"=>"guidance", "versionable_id"=>"9d136659-7778-4399-a35e-2060093a21d2"}) -Question.create({"id"=>69311, "text"=>"How will you make sure that a) your primary data collection methods are documented with transparency and b) your secondary data sources (i.e., data you did not collect yourself) — are easily identified and cited?", "default_value"=>nil, "number"=>4, "section_id"=>22506, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"27f81bb9-83f0-4dd7-8892-55a9116411aa"}) -Annotation.create({"id"=>65166, "question_id"=>69311, "org_id"=>8, "text"=>"Document your process: It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation.
", "type"=>"guidance", "versionable_id"=>"7a05ca96-27ff-47f0-80c9-125b49dc3331"}) -Section.create({"id"=>22507, "title"=>"Storage and Backup", "description"=>nil, "number"=>4, "phase_id"=>3503, "modifiable"=>false, "versionable_id"=>"3d0731ee-491c-4b86-aa44-e517a5b4fb5d"}) -Question.create({"id"=>69312, "text"=>"List your anticipated storage needs (e.g., hard drives, cloud storage, shared drives). List how long you intend to use each type and what capacities you may require.", "default_value"=>nil, "number"=>1, "section_id"=>22507, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"decb0dcb-e39f-4078-a969-3800219054bb"}) -Annotation.create({"id"=>65167, "question_id"=>69312, "org_id"=>8, "text"=>"Estimating data storage needs: Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
\r\nIf you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Include your back-up storage media in your estimate.
", "type"=>"guidance", "versionable_id"=>"af08ba96-f6cb-40cf-9147-48eaf75fafc6"}) -Question.create({"id"=>69313, "text"=>"What is your anticipated backup and storage schedule? How often will you save your data, in what formats, and where?", "default_value"=>nil, "number"=>2, "section_id"=>22507, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0f0ae47e-ec8d-45a6-bf7f-ec290f386490"}) -Annotation.create({"id"=>65168, "question_id"=>69313, "org_id"=>8, "text"=>"Follow the 3-2-1 rule to prevent data loss: It’s important to have a regular backup schedule — and to document that process — so that you can review any changes to the data at any point during the project. The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule: Have at least three copies of your data; store the copies on two different media; keep one backup copy offsite. Read more about storage and backup practices from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>"4ec04d95-17c8-4b50-908b-f9a9b43cd779"}) -Question.create({"id"=>69314, "text"=>"Keeping ethics protocol review requirements in mind, what is your intended storage timeframe for each type of data (raw, processed, clean, final) within your team? Will you also store software code or metadata?", "default_value"=>nil, "number"=>3, "section_id"=>22507, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f8280b19-9bb9-4b57-833f-510956c12708"}) -Annotation.create({"id"=>65169, "question_id"=>69314, "org_id"=>8, "text"=>"Ask for help: Your institution should be able to provide guidance with local storage solutions. Seek out RDM support at your Library or your Advanced Research Computing department.
\r\nThird-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and servers are often located outside Canada. This may contravene ethics protocol requirements or other institutional policies.
\r\nAn ideal solution is one that facilitates cooperation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution.
\r\nHelp others reuse and cite your data: Did you know that a dataset is a scholarly output that you can list on your CV, just like a journal article?
\r\nIf you publish your data in a data repository (e.g., Zenodo, Dataverse, Dryad), it can be found and reused by others. Many repositories can issue unique Digital Object Identifiers (DOIs) which make it easier to identify and cite datasets.
\r\nre3data.org is a directory of potential open data repositories. Consult with your colleagues to determine what repositories are common for data sharing in your field. You can also enquire about RDM support at your local institution, often in the Library or Advanced Research Computing. In the absence of local support, consult this Portage repository options guide.", "type"=>"guidance", "versionable_id"=>"4ad27a34-0c8b-4730-a447-3ba337decf31"}) -Question.create({"id"=>69316, "text"=>"Is digital preservation a component of your project and do you need to plan for long-term archiving and preservation?", "default_value"=>nil, "number"=>2, "section_id"=>22508, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"89ad4361-c4c5-48cd-bd57-99db52899d9d"}) -Annotation.create({"id"=>65171, "question_id"=>69316, "org_id"=>8, "text"=>"How long should you keep your data? The length of time that you will keep or share your data beyond the active phase of your research can be determined by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring (historical) value of a given set of data. The need to publish data in the short-term (i.e. for peer-verification purposes), for a longer-term access for reuse (to comply with funding requirements), or for preservation through ongoing file conversion and migration (for data of lasting historical value), will influence the choice of data repository or archive.
\r\nIf you need long-term archiving for your data set, choose a preservation-capable repository. Digital preservation can be costly and time-consuming, and not all data can or should be preserved.
", "type"=>"guidance", "versionable_id"=>"007b95f4-b69a-4bf2-92b9-1b612a397ba0"}) -Question.create({"id"=>69317, "text"=>"What data will you be sharing publicly and in what form (e.g. raw, processed, analyzed, final)?", "default_value"=>nil, "number"=>3, "section_id"=>22508, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"2f75c637-1d73-42c3-a6e4-67004e3969e1"}) -Annotation.create({"id"=>65172, "question_id"=>69317, "org_id"=>8, "text"=>"Consider which types of data need to be shared to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>"6544d7ab-0ace-4193-b027-f8df7230f81f"}) -Question.create({"id"=>69318, "text"=>"Have you considered what type of end-user license to include with your data? ", "default_value"=>nil, "number"=>4, "section_id"=>22508, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"8619c8be-e6c3-4840-a476-b1253b2a0bc7"}) -Annotation.create({"id"=>65173, "question_id"=>69318, "org_id"=>8, "text"=>"Use open licenses to promote data sharing and reuse: Licenses determine what uses can be made of your data. Consider including a copy of your end-user license with your DMP.
\r\nAs the creator of a dataset (or any other academic or creative work) you usually hold its copyright by default. However, copyright prevents other researchers from reusing and building on your work. Open Data Commons licenses and Creative Commons licenses are a free, simple and standardized way to grant copyright permissions and ensure proper attribution (i.e., citation). CC-BY is the most open license, and allows others to copy, distribute, remix and build upon your work —as long as they credit you or cite your work.
\r\nEven if you choose to make your data part of the public domain (with no restrictions on reuse), it is preferable to make this explicit by using a license such as Creative Commons' CC0. It is strongly recommended to share your data openly using an Open Data or Creative Commons license.
\r\nLearn more about data licensing at the Digital Curation Centre.", "type"=>"guidance", "versionable_id"=>"9a2e4242-63b6-491f-a3e1-9ebefe008b12"}) -Question.create({"id"=>69319, "text"=>"What tools and strategies will you take to promote your research? How will you let the research community and the public know that your data exists and is ready to be reused?", "default_value"=>nil, "number"=>5, "section_id"=>22508, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"e48161b9-d263-4e61-a945-600df814d862"}) -Annotation.create({"id"=>65174, "question_id"=>69319, "org_id"=>8, "text"=>"Data sharing as knowledge mobilization: Using social media, e-newsletters, bulletin boards, posters, talks, webinars, discussion boards or discipline-specific forums are good ways to gain visibility, promote transparency and encourage data discovery and reuse.
\r\nOne of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications. Publish your data in a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools. Some repositories also create links from datasets to their associated papers, increasing the visibility of the publications.
", "type"=>"guidance", "versionable_id"=>"c7f39a7c-4029-4d82-b80a-06bd074d3e7c"}) -Section.create({"id"=>22509, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>6, "phase_id"=>3503, "modifiable"=>false, "versionable_id"=>"278c3695-21ad-434e-b1fb-922da1c5959f"}) -Question.create({"id"=>69320, "text"=>"Are there institutional, governmental or legal policies that you need to comply with in regards to your data standards?
", "default_value"=>nil, "number"=>1, "section_id"=>22509, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"312c8b7c-0251-4d16-af9b-d0400d78143b"}) -Annotation.create({"id"=>65175, "question_id"=>69320, "org_id"=>8, "text"=>"Determine jurisdiction: If your study is cross-institutional or international, you’ll need to determine which laws and policies will apply to your research.
\r\nCompliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office.
\r\nIf you collaborate with a partner in the European Union, for example, you might need to follow the General Data Protection Regulation (GDPR).
\r\nIf you are working with data that has First Nations, Métis, or Inuit ownership, for example, you will need to work with protocols that ensure community privacy is respected and community harm is reduced. For further guidance on Indigenous data sovereignty, see OCAP Principles, and in a global context, CARE Principles of Indigenous Data Governance.
", "type"=>"guidance", "versionable_id"=>"cf964f60-e118-45de-bcd8-1d6c5e0848c3"}) -Question.create({"id"=>69321, "text"=>"Will you encounter protected or personally-identifiable information in your research? If so, how will you make sure it stays secure and is accessed by approved team members only?", "default_value"=>nil, "number"=>2, "section_id"=>22509, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d853d0f4-fa52-4820-89c0-e98a8af65d69"}) -Annotation.create({"id"=>65176, "question_id"=>69321, "org_id"=>8, "text"=>"Get informed consent before you collect data: Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. Your informed consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, your statement may stipulate that the data will either only be shared for non-profit research purposes (you can use CC-by-NC — the non-commercial Creative Commons licence with attribution) or that the data will not be linked with other personally-identifying data. Note that this aspect is not covered by an open license. You can learn more about data security at the UK Data Service.
\r\nInform your study participants if you intend to publish an anonymized and de-identified version of collected data, and that by participating, they agree to these terms. For sample language for informed consent: ICPSR Recommended Informed Consent Language for Data Sharing.
\r\nYou may need to consider strategies to ensure the ethical reuse of your published dataset by new researchers. These strategies may affect your selection of a suitable license, and in some cases you may not be able to use an open license.
", "type"=>"guidance", "versionable_id"=>"22256257-2b6a-4f7a-8e36-b7ca94259be1"}) -Question.create({"id"=>69322, "text"=>"Before publishing or otherwise sharing a dataset are you required to obscure identifiable data (name, gender, date of birth, etc), in accordance with your jurisdiction's laws, or your ethics protocol? Are there any time restrictions for when data can be publicly accessible?", "default_value"=>nil, "number"=>3, "section_id"=>22509, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6c519e0c-e338-4edc-bb2c-0363a086e4ff"}) -Annotation.create({"id"=>65177, "question_id"=>69322, "org_id"=>8, "text"=>"Privacy protection: Open science workflows prioritize being “as open as possible and as closed as necessary.” Think about any privacy concerns you may have in regards to your data, or other restrictions on access outlined in your ethics protocol. If your institution or funder regulates legal or ethical guidelines on what information must be protected, take a moment to verify you have complied with the terms for consent of sharing data. In the absence of local support for anonymization or de-identification of data, you can reach out to the Portage DMP Coordinator at support@portagenetwork.ca.
", "type"=>"guidance", "versionable_id"=>"f0fb40be-45b6-42b6-b2b6-8dd8c63d7c91"}) -Template.create!({"id"=>3520, "title"=>"Portage Template for Studying Molecular Interactions", "description"=>"The following template is intended for research projects combining experimental (scientific) methods with computer modeling/simulation to study molecular interactions.
", "published"=>true, "org_id"=>43, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>674550998, "family_id"=>1658255804, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3504, "title"=>"Portage Template for Studying Molecular Interactions", "description"=>"The following template is intended for research projects combining experimental (scientific) methods with computer modeling/simulation to study molecular interactions.
", "number"=>1, "template_id"=>3520, "modifiable"=>false, "versionable_id"=>"6ab2d2c7-c1d4-4379-b478-c8edfab0e98e"}) -Section.create({"id"=>22510, "title"=>"Data Production", "description"=>nil, "number"=>1, "phase_id"=>3504, "modifiable"=>false, "versionable_id"=>"30ab6347-9286-4236-b292-c12f3471765a"}) -Question.create({"id"=>69323, "text"=>"What type(s) of data will be produced and in what format(s)?", "default_value"=>nil, "number"=>1, "section_id"=>22510, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ab67b7f4-714b-4da2-af3c-60411169fa9f"}) -Annotation.create({"id"=>65178, "question_id"=>69323, "org_id"=>8, "text"=>"Examples of experimental image data may include: Magnetic Resonance (MR), X-ray, Fluorescent Resonance Energy Transfer (FRET), Fluorescent Lifetime Imaging (FLIM), Atomic-Force Microscopy (AFM), Electron Paramagnetic Resonance (EPR), Laser Scanning Microscope (LSM), Extended X-ray Absorption Fine Structure (EXAFS), Femtosecond X-ray, Raman spectroscopy, or other digital imaging methods. ", "type"=>"example_answer", "versionable_id"=>"80386c7d-6d15-4c8c-b70a-9782970c3820"}) -Annotation.create({"id"=>65179, "question_id"=>69323, "org_id"=>8, "text"=>"Describe the type(s) of data that will be collected, such as: text, numeric (ASCII, binary), images, and animations.
\r\nList the file formats you expect to use. Keep in mind that some file formats are optimal for the long-term preservation of data, for example, non-proprietary formats such as text ('.txt'), comma-separated ('.csv'), TIFF (‘.tiff’), JPEG (‘.jpg’), and MPEG-4 (‘.m4v’, ‘mp4’). Files converted from one format to another for archiving and preservation may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented. Guidance on file formats recommended for sharing and preservation are available from the UK Data Service, Cornell’s Digital Repository, the University of Edinburgh, and the University of British Columbia. ", "type"=>"guidance", "versionable_id"=>"4c249ccd-12cf-4049-b06c-207bb7892b50"}) -Question.create({"id"=>69324, "text"=>"Does this project involve the use or analysis of secondary data? What is the data-sharing arrangement for these data?", "default_value"=>nil, "number"=>2, "section_id"=>22510, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"3c4a84ea-35ab-4e3c-9481-6658e44c47b8"}) -Annotation.create({"id"=>65180, "question_id"=>69324, "org_id"=>8, "text"=>"Describe any secondary data you expect to reuse. List any available documentation, licenses, or terms of use assigned. If the data have a DOI or unique accession number, include that information and the name of the repository or database that holds the data. This will allow you to easily navigate back to the data, and properly cite and acknowledge the data creators in any publication or research output.
\r\nFor data that are not publicly available, you may have entered into a data-sharing arrangement with the data owner, which should be noted here. A data-sharing arrangement describes what data are being shared and how the data can be used. It can be a license agreement or any other formal agreement, for example, an agreement to use copyright-protected data.
", "type"=>"guidance", "versionable_id"=>"dcc9b366-e2cb-4c4a-bca1-1f04b0cd0d9f"}) -Annotation.create({"id"=>65181, "question_id"=>69324, "org_id"=>8, "text"=>"An example of experimental data from a secondary data source may be structures or parameters obtained from Protein Data Bank (PDB).
\r\nExamples of computational data and data sources may include: log files, parameters, structures, or trajectory files from previous modeling/simulations or tests.
", "type"=>"example_answer", "versionable_id"=>"fd6a7d30-85b2-4b7f-ba9a-96866b5721bb"}) -Question.create({"id"=>69325, "text"=>"What tools, devices, platforms, and/or software packages will be used to generate and manipulate data during the project?", "default_value"=>nil, "number"=>3, "section_id"=>22510, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"7f80ec41-591c-4737-8408-1a97ce128e49"}) -Annotation.create({"id"=>65182, "question_id"=>69325, "org_id"=>8, "text"=>"List all devices and/or instruments and describe the experimental setup (if applicable) that will be utilized to collect empirical data. For commercial instruments or devices, indicate the brand, type, and other necessary characteristics for identification. For a home-built experimental setup, list the components, and describe the functional connectivity. Use diagrams when essential for clarity.
\r\nIndicate the program and software package with the version you will use to prepare a structure or a parameter file for modeling or simulation. If web-based services such as FALCON@home, ProModel, CHARMM-GUI, etc. will be used to prepare or generate data, provide details such as the name of the service, URL, version (if applicable), and description of how you plan to use it.
\r\nIf you plan to use your own software or code, specify where and how it can be obtained to independently verify computational outputs and reproduce figures by providing the DOI, link to GitHub, or another source. Specify if research collaboration platforms such as CodeOcean, or WholeTale will be used to create, execute, and publish computational findings. ", "type"=>"guidance", "versionable_id"=>"f084e269-7304-4fac-b32b-ac62b0acf88e"}) -Question.create({"id"=>69326, "text"=>"Describe the data flow through the entire project. What steps will you take to increase the likelihood that your results will be reproducible?", "default_value"=>nil, "number"=>4, "section_id"=>22510, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"37dd29f3-612e-466f-80d6-4a386d2cf598"}) -Annotation.create({"id"=>65183, "question_id"=>69326, "org_id"=>8, "text"=>"Reproducible computational practices are critical to continuing progress within the discipline. At a high level, describe the steps you will take to ensure computational reproducibility in your project, including the operations you expect to perform on the data, and the path taken by the data through systems, devices, and/or procedures. Describe how an instrument response function will be obtained, and operations and/or procedures through which data (research and computational outputs) can be replicated. Indicate what documentation will be provided to ensure the reproducibility of your research and computational outputs.", "type"=>"guidance", "versionable_id"=>"f688b884-f96e-4757-ab52-c5af219f3bf5"}) -Annotation.create({"id"=>65184, "question_id"=>69326, "org_id"=>8, "text"=>"Some examples of data procedures include: data normalization, data fitting, data convolution, or Fourier transformation.
\r\nExamples of documentation may include: syntax, code, algorithm(s), parameters, device log files, or manuals.
", "type"=>"example_answer", "versionable_id"=>"994ee138-55e1-4404-82b3-57e2878e029c"}) -Section.create({"id"=>22511, "title"=>"Documentation and Metadata", "description"=>nil, "number"=>2, "phase_id"=>3504, "modifiable"=>false, "versionable_id"=>"04d3a032-fbc9-440d-89e5-5bf25780efac"}) -Question.create({"id"=>69327, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>22511, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f0604451-12b1-47f9-8e12-c73cd389af5e"}) -Annotation.create({"id"=>65185, "question_id"=>69327, "org_id"=>8, "text"=>"Documentation can be provided in the form of a README file with information to ensure the data can be correctly interpreted by you or by others when you share or publish your data. Typically, a README file includes a description (or abstract) of the study, and any other contextual information required to make data usable by other researchers. Other information could include: research methodology used, variable definitions, vocabularies, units of measurement, assumptions made, format and file type of the data, a description of the data origin and production, an explanation of data file formats that were converted, a description of data analysis performed, a description of the computational environment, references to external data sources, details of who worked on the project and performed each task. Further guidance on writing README files is available from the University of British Columbia (UBC) and Cornell University.
\r\nConsider also saving detailed information during the course of the project in a log file. A log file will help to manage and resolve issues that arise during a project and prioritize the response to them. It may include events that occur in an operating system, messages between users, run time and error messages for troubleshooting. The level of detail in a log file depends on the complexity of your project.
", "type"=>"guidance", "versionable_id"=>"a961d0b7-d516-4014-b774-8174d3336c95"}) -Question.create({"id"=>69328, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project? What approaches will be employed by the research team to access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>2, "section_id"=>22511, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a5d6a7d4-9ebd-441c-abc3-9d3fb01babd7"}) -Annotation.create({"id"=>65186, "question_id"=>69328, "org_id"=>8, "text"=>"Consider how you will capture this information in advance of data production and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
\r\nDescribe how data will be shared and accessed by the members of the research group during the project. Provide details of the data management service or tool (name, URL) that will be utilized to share data with the research group (e.g. Open Science Framework [OSF] or Radiam).", "type"=>"guidance", "versionable_id"=>"8c3497f9-7a59-4df4-acf3-3dead8eeaac3"}) -Question.create({"id"=>69329, "text"=>"If you are using a metadata standard and/or online tools to document and describe your data, please list them here.
", "default_value"=>nil, "number"=>3, "section_id"=>22511, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"705e04e3-8143-4627-a71e-ca8b163ce2d5"}) -Annotation.create({"id"=>65187, "question_id"=>69329, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in a standard, machine-readable, openly-accessible format to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. Read more about metadata standards here: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>"9214a907-2d2b-4529-82e0-6b4430bd1ff8"}) -Section.create({"id"=>22512, "title"=>"Storage and Backup", "description"=>nil, "number"=>3, "phase_id"=>3504, "modifiable"=>false, "versionable_id"=>"756c8000-9858-4708-a8a1-87bef623f457"}) -Question.create({"id"=>69330, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>22512, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6f893e83-b902-4936-91a1-54ac849a0278"}) -Annotation.create({"id"=>65188, "question_id"=>69330, "org_id"=>8, "text"=>"Storage-space estimates should consider requirements for file versioning, backups, and growth over time. If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project. ", "type"=>"guidance", "versionable_id"=>"9a9335a3-8b84-486f-b40e-1ff7c00acee5"}) -Question.create({"id"=>69331, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>22512, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"5b99e052-4eb8-4388-8ec2-a2937c6f88f2"}) -Annotation.create({"id"=>65189, "question_id"=>69331, "org_id"=>8, "text"=>"Data may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nThe risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:\r\nConsider which data need to be shared to meet institutional, funding, or industry requirements. Consider which data will need to be restricted because of data-sharing arrangements with third parties, or other intellectual property considerations.
In this context, data might include research and computational findings, software, code, algorithms, or any other outputs (research or computational) that may be generated during the project. Research outputs might be in the form of:
Possibilities include: data registries, data repositories, indexes, word-of-mouth, and publications. If possible, choose to archive your data in a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure stable access to the dataset and make it retrievable by various discovery tools.
\r\nOne of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation. Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications. ", "type"=>"guidance", "versionable_id"=>"7bb7b378-5516-472f-bf7e-0b582154dd96"}) -Question.create({"id"=>69334, "text"=>"If you will use your own code or software in this project, describe your strategies for sharing it with other researchers.", "default_value"=>nil, "number"=>3, "section_id"=>22513, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"03939b11-2489-45ee-9f9f-cdc6c7b039bf"}) -Annotation.create({"id"=>65192, "question_id"=>69334, "org_id"=>8, "text"=>"Some strategies for sharing include:
Which data (research and computational outputs) will be retained after the completion of the project? Where will your research data be archived for the long-term? Describe your strategies for long-term data archiving.
", "default_value"=>nil, "number"=>4, "section_id"=>22513, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"be3e6cf4-6936-402c-b78a-7331217c329a"}) -Annotation.create({"id"=>65193, "question_id"=>69335, "org_id"=>8, "text"=>"In cases where only selected data will be retained, indicate the reason(s) for this decision. These might include legal, physical preservation issues or other requirements to keep or destroy data.
\r\nThere are general-purpose data repositories available in Canada, such as Scholars Portal Dataverse, and the Federated Research Data Repository (FRDR), which have preservation policies in place. Many research disciplines also have dedicated repositories. Scientific Data, for example, provides a list of repositories for scientific research outputs. Some of these repositories may request or require data to be submitted in a specific file format. You may wish to consult with a repository early in your project, to ensure your data are generated in, or can be transformed into, an appropriate standard format for your field. Re3data.org is an international registry of research data repositories that may help you identify a suitable repository for your data. The Repository Finder tool hosted by DataCite can help you find a repository listed in re3data.org. For assistance in making your dataset visible and easily accessible, contact your institution’s library or reach out to the Portage DMP Coordinator at support@portagenetwork.ca.
", "type"=>"guidance", "versionable_id"=>"ecde3cfd-0916-42f4-bd56-f78027907fa1"}) -Section.create({"id"=>22514, "title"=>"Ethics and Intellectual Property", "description"=>nil, "number"=>5, "phase_id"=>3504, "modifiable"=>false, "versionable_id"=>"6030c2d9-510a-4a63-9d40-9a56be11b3d3"}) -Question.create({"id"=>69336, "text"=>"Are there any ethical or legal concerns related to your data that you will need to address? Are there any ownership or intellectual property concerns that could limit if/how you can share your research outputs?", "default_value"=>nil, "number"=>1, "section_id"=>22514, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"436857f9-9ca4-4d5f-9dba-4a3fcfd75cce"}) -Annotation.create({"id"=>65194, "question_id"=>69336, "org_id"=>8, "text"=>"Consider the end-user license, and ownership or intellectual property rights of any secondary data or code you will use. Consider any data-sharing agreements you have signed, and repository ‘terms of use’ you have agreed to. These may determine what end-user license you can apply to your own research outputs, and may limit if and how you can redistribute your research outputs. If you are working with an industry partner, will you have a process in place to manage that partnership, and an understanding of how the research outputs may be shared? Describe any foreseeable concerns or constraints here, if applicable.", "type"=>"guidance", "versionable_id"=>"78e41338-2260-43d5-8f77-b4ceab751e6b"}) -Section.create({"id"=>22515, "title"=>"Roles and Responsibilities", "description"=>nil, "number"=>6, "phase_id"=>3504, "modifiable"=>false, "versionable_id"=>"8266d425-9967-49b2-96dd-789b44af2ce7"}) -Question.create({"id"=>69337, "text"=>"Identify who will be responsible for managing data during and after the project. Indicate the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>22515, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b0d408b7-5f77-494b-8bf1-d3a1a21f4ab6"}) -Annotation.create({"id"=>65195, "question_id"=>69337, "org_id"=>8, "text"=>"Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your project. Consider including the time frame associated with these staff responsibilities, and document any training needed to prepare staff for data management duties.", "type"=>"guidance", "versionable_id"=>"b1d340cb-6a7c-4184-acb8-ae00ee0d72e3"}) -Question.create({"id"=>69338, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>22515, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"63641555-6eab-43a0-8bad-d23e046af190"}) -Annotation.create({"id"=>65196, "question_id"=>69338, "org_id"=>8, "text"=>"Indicate a succession strategy for management of these data if one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to follow if the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.", "type"=>"guidance", "versionable_id"=>"39b4484c-74c2-4e81-9380-83265c0f17c7"}) -Question.create({"id"=>69339, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>22515, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f569c924-a28c-4850-be99-8023b7245a7b"}) -Annotation.create({"id"=>65197, "question_id"=>69339, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project has completed. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. It might include technical aspects of data management, training requirements, file storage & backup, the computational environment or software needed to manage, analyze or visualize research data, and contributions of non-project staff. Read more about the costs of RDM and how these can be addressed in advance: “What will it cost to manage and share my data?” by OpenAIRE. There is also an online data management costing tool available to help determine the costs and staffing requirements in your project proposal. ", "type"=>"guidance", "versionable_id"=>"c2c74cb7-7f7a-4011-84fc-9ef478f55426"}) -Template.create!({"id"=>3521, "title"=>"Portage Template for Systematic Reviews", "description"=>"This template provides general guidance for those who are undertaking systematic reviews. It is suggested that different team members contribute to the DMP based on the stage of the review process in which they will be involved in creating data.
\r\nFor additional guidance and examples, please see the online research guide located at https://library.ucalgary.ca/dmpforsr.
\r\nThe PRISMA-P for systematic review protocols is a tool that may help with planning and describing your data management process. It requires you to specify which databases you’ll search, present a draft search strategy, report your inclusion/exclusion criteria, as well as procedures for all stages of your review. This information can be included in various sections of your DMP.
", "published"=>true, "org_id"=>43, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>844747218, "family_id"=>15865294, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3505, "title"=>"Portage Template for Systematic Reviews", "description"=>"This template provides general guidance for those who are undertaking systematic reviews. It is suggested that different team members contribute to the DMP based on the stage of the review process in which they will be involved in creating data.
\r\nFor additional guidance and examples, please see the online research guide located at https://library.ucalgary.ca/dmpforsr.
\r\nThe PRISMA-P for systematic review protocols is a tool that may help with planning and describing your data management process. It requires you to specify which databases you’ll search, present a draft search strategy, report your inclusion/exclusion criteria, as well as procedures for all stages of your review. This information can be included in various sections of your DMP.
", "number"=>1, "template_id"=>3521, "modifiable"=>false, "versionable_id"=>"0d1d139e-4ede-49ee-8281-556793a533a5"}) -Section.create({"id"=>22516, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3505, "modifiable"=>false, "versionable_id"=>"9ad876f8-6741-48d8-8685-23b7f3c8adc4"}) -Question.create({"id"=>69340, "text"=>"What types of data will you collect, create, link to, acquire and/or record in each of the different stages of the systematic review?
", "default_value"=>nil, "number"=>1, "section_id"=>22516, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"2fd7a6fa-dd7d-4aa0-b726-1499a1ea8924"}) -Annotation.create({"id"=>65198, "question_id"=>69340, "org_id"=>8, "text"=>"The types of data you collect may include: literature database records; PDFs of articles; quantitative and qualitative data extracted from individual studies; a document describing your study protocol or other methods.
", "type"=>"example_answer", "versionable_id"=>"2b85425d-938b-49a2-a4be-0a3a5f1ecfc6"}) -Annotation.create({"id"=>65199, "question_id"=>69340, "org_id"=>8, "text"=>"For a systematic review (or other knowledge synthesis types of studies), data includes the literature you find, the data that you extract from it, and the detailed methods and information that would allow someone else to reproduce your results. To identify the data that will be collected or generated by your research project, start by thinking of the different stages of a systematic review and how you are going to approach each: planning/protocol, data collection (literature searching), study selection (screening), data extraction, risk of bias assessment, synthesis, manuscript preparation.
", "type"=>"guidance", "versionable_id"=>"c6864630-0ce9-4b53-8e34-26090f34f990"}) -Question.create({"id"=>69341, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?
", "default_value"=>nil, "number"=>2, "section_id"=>22516, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"83124d6c-ebcd-40ec-ab94-f54233677ad5"}) -Annotation.create({"id"=>65200, "question_id"=>69341, "org_id"=>8, "text"=>"Word, RTF, PDF, etc.: project documents, notes, drafts, review protocol, line-by-line search strategies, PRISMA or other reporting checklists; included studies
\r\nRIS, BibTex, XML, txt: files exported from literature databases or tools like Covidence
\r\nExcel (xlsx, csv): search tracking spreadsheets, screening/study selection/appraisal worksheets, data extraction worksheets; meta-analysis data
\r\nNVivo: qualitative synthesis data
\r\nTIF, PNG, etc.: images and figures
\r\nFor more in-depth guidance, see “Data Collection” in the University of Calgary Library Guide.
", "type"=>"example_answer", "versionable_id"=>"906c49e0-9a82-41a3-a3d8-48ba83a085eb"}) -Annotation.create({"id"=>65201, "question_id"=>69341, "org_id"=>8, "text"=>"If you plan to use systematic review software or reference management software for screening and data management, indicate which program you will use, and what format files will be saved/exported in.
\r\nKeep in mind that proprietary file formats will require team members and potential future users of the data to have the relevant software to open or edit the data. While you may prefer to work with data in a proprietary format, files should be converted to non-proprietary formats wherever possible at the end of the project. Read more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"417fbad7-eb14-486d-80df-ad1f892dc970"}) -Question.create({"id"=>69342, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>22516, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0e9184ce-5605-460f-8c84-e0e1baf29e22"}) -Annotation.create({"id"=>65202, "question_id"=>69342, "org_id"=>8, "text"=>"Suggested format - PDF full-texts of included studies: AuthorLastName_Year_FirstThreeWordsofTitle
\r\nExample: Sutton_2019_MeetingTheReview
\r\nSuggested format - screening file for reviewers: ProjectName_TaskName_ReviewerInitials
\r\nExample: PetTherapy_ScreeningSet1_ZP
\r\nFor more examples, see “Data Collection” in the University of Calgary Library Guide.", "type"=>"example_answer", "versionable_id"=>"1ef72f27-fb5f-4c39-bb86-38cd21e62b76"}) -Annotation.create({"id"=>65203, "question_id"=>69342, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. Logical file structures, informative naming conventions, and clear indications of file versions, all help ensure that you and your research team are using the appropriate version of your data, and will minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Archive.
\r\nConsider a naming convention that includes: the project name and date using the ISO standard for dates as required elements and stage of review/task, version number, creator’s initials, etc. as optional elements as necessary.", "type"=>"guidance", "versionable_id"=>"22c74bf1-1733-4d6b-8fe5-05a09e310270"}) -Section.create({"id"=>22517, "title"=>"Documentation and Metadata", "description"=>nil, "number"=>2, "phase_id"=>3505, "modifiable"=>false, "versionable_id"=>"2f922900-4a7c-4eaa-a398-c5a2c2ca34fc"}) -Question.create({"id"=>69343, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>22517, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"15a2de00-26c5-4d0d-8acd-534d5b250770"}) -Annotation.create({"id"=>65204, "question_id"=>69343, "org_id"=>8, "text"=>"Good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc. Some of this should already be in your protocol. For specific examples for each stage of the review, see “Documentation and Metadata” in the University of Calgary Library Guide.", "type"=>"guidance", "versionable_id"=>"f4515319-3c4e-4327-bed9-edccf9b61215"}) -Question.create({"id"=>69344, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>22517, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f4eb6e08-3ff5-4e83-9488-c9229fe0de4d"}) -Annotation.create({"id"=>65205, "question_id"=>69344, "org_id"=>8, "text"=>"Where will the process and procedures for each stage of your review be kept and shared? Will the team have a shared workspace?
\r\nWho will be responsible for documenting each stage of the review? Team members responsible for each stage of the review should add the documentation at the conclusion of their work on a particular stage, or as needed. Refer back to the data collection guidance for examples of the types of documentation that need to be created.
\r\nOften, resources you've already created can contribute to this (e.g. your protocol). Consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation.
", "type"=>"guidance", "versionable_id"=>"dd286571-41dd-4ade-bf2b-553a283fa2bd"}) -Question.create({"id"=>69345, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.", "default_value"=>nil, "number"=>3, "section_id"=>22517, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ed810b2c-ce77-4e39-a5d5-71bbeb3901b4"}) -Annotation.create({"id"=>65206, "question_id"=>69345, "org_id"=>8, "text"=>"Most systematic reviews will likely not use a metadata standard, but if you are looking for a standard to help you code your data, see the Digital Curation Centre’s list of disciplinary metadata standards.", "type"=>"guidance", "versionable_id"=>"d7392589-7bd6-464c-b814-642b8656f8b8"}) -Section.create({"id"=>22518, "title"=>"Storage and Backup", "description"=>nil, "number"=>3, "phase_id"=>3505, "modifiable"=>false, "versionable_id"=>"4e79f51b-626c-4a7f-a2b4-33d9106a1185"}) -Question.create({"id"=>69346, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>22518, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f63f739e-d54a-4520-a6cf-c06c139de257"}) -Annotation.create({"id"=>65207, "question_id"=>69346, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time. A long-term storage plan is necessary if you intend to retain your data after the research project or update your review at a later date.
\r\nA systematic review project will not typically require more than a few GB of storage space; these needs can be met by most common storage solutions, including shared servers.
", "type"=>"guidance", "versionable_id"=>"235858de-6e88-4cb7-b721-4d937cc513f4"}) -Question.create({"id"=>69347, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>22518, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"7252dd86-8ad5-4115-ae2e-e75377e3b64e"}) -Annotation.create({"id"=>65208, "question_id"=>69347, "org_id"=>8, "text"=>"Will you want to update and republish your review? If so, a permanent storage space is necessary. If your meta-analysis includes individual patient-level data, you will require secure storage for that data. If you are not working with sensitive data, a solution like Dropbox or Google Drive may be acceptable. Consider who should have control over the shared account. Software to facilitate the systematic review process or for citation management such as Covidence or Endnote may be used for active data storage of records and PDFs.
\r\nThe risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule: Have at least three copies of your data; store the copies on two different media; keep one backup copy offsite.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Archive.", "type"=>"guidance", "versionable_id"=>"2b5808d5-325e-482b-a7f0-a66019450fff"}) -Question.create({"id"=>69348, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>22518, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ff5c5f57-cf14-4bfc-9776-af2f45adf5ad"}) -Annotation.create({"id"=>65209, "question_id"=>69348, "org_id"=>8, "text"=>"If your meta-analysis includes individual patient-level data, you will require secure storage for that data. As most systematic reviews typically do not involve sensitive data, you likely don’t need secure storage. A storage space such as Dropbox or Google Drive should be acceptable, as long as it is only shared among team members. Consider who will retain access to the shared storage space and for how long. Consider who should be the owner of the account. If necessary, have a process for transferring ownership of files in the event of personnel changes.
\r\nAn ideal solution is one that facilitates cooperation and ensures data security, yet is able to be adopted by users with minimal training. Relying on email for data transfer is not a robust or secure solution.
", "type"=>"guidance", "versionable_id"=>"12637bc9-df40-4731-adf1-6edf76873934"}) -Section.create({"id"=>22519, "title"=>"Preservation", "description"=>nil, "number"=>4, "phase_id"=>3505, "modifiable"=>false, "versionable_id"=>"6af4d167-5465-4b33-9383-4d3778202454"}) -Question.create({"id"=>69349, "text"=>"Where will you deposit your data for long-term preservation and sharing at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>22519, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1116dc4c-dc26-43e3-b0f4-a6876e5663e7"}) -Annotation.create({"id"=>65210, "question_id"=>69349, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. Consider what you want to share long-term vs. what you need to keep long-term; these might be two separately stored data sets.
\r\nLong-term preservation is an important aspect to consider for systematic reviews as they may be rejected and need to be reworked/resubmitted, or the authors may wish to publish an updated review in a few years’ time (this is particularly important given the increased interest in the concept of a ‘living systematic review’).
\r\nFor more detailed guidance, and some suggested repositories, see “Long-Term Preservation” on the University of Calgary Library Guide.", "type"=>"guidance", "versionable_id"=>"428aa567-3c1f-417d-940c-c3c8f81d2ed4"}) -Question.create({"id"=>69350, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, file integrity, and the inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>22519, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1556da15-c781-48ce-8a9b-5c73f359f606"}) -Annotation.create({"id"=>65211, "question_id"=>69350, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data.
\r\nKeep in mind that converting files from proprietary to non-proprietary formats may lose information or affect functionality. If this is a concern, you can archive both a proprietary and non-proprietary version of the file. Always document any format changes between files when sharing preservation copies.
", "type"=>"guidance", "versionable_id"=>"cac04bab-88be-4706-8caa-08c7e09c03f2"}) -Section.create({"id"=>22520, "title"=>"Sharing and Reuse", "description"=>nil, "number"=>5, "phase_id"=>3505, "modifiable"=>false, "versionable_id"=>"76ee8f2f-6104-46b1-b66f-44bcbbb194ef"}) -Question.create({"id"=>69351, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>22520, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"e0ad928d-fafc-42cc-8f06-eef6451a29dd"}) -Annotation.create({"id"=>65212, "question_id"=>69351, "org_id"=>8, "text"=>"Examples of what should be shared:
\r\nRaw data are directly obtained from the instrument, simulation or survey.
\r\nProcessed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables.
\r\nAnalyzed data are the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
\r\nFinal data are processed data that have, if needed, been converted into a preservation-friendly format. ", "type"=>"guidance", "versionable_id"=>"95e5feed-78ec-4d16-a8bd-03e13f675175"}) -Question.create({"id"=>69352, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>22520, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ae912110-1786-4945-a9b6-746e530a16e8"}) -Annotation.create({"id"=>65214, "question_id"=>69352, "org_id"=>8, "text"=>"There are several types of standard licenses available to researchers, such as the Creative Commons or Open Data Commons licenses. Even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0. More about data licensing: UK Data Curation Centre.", "type"=>"example_answer", "versionable_id"=>"759efd53-1b5f-4916-bec6-9a42bd220a0d"}) -Annotation.create({"id"=>65215, "question_id"=>69352, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. You may also want to check the requirements of any journals you plan to submit to - do they require data associated with your manuscript to be made public? Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
\r\nConsider whether attribution is important to you; if so, select a license whose terms require that data used by others be properly attributed to the original authors. Include a copy of your end-user license with your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>"43bfd892-7d3c-47ec-8335-552a5f0cf3c4"}) -Question.create({"id"=>69353, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>22520, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"056755c9-0fbf-43b4-a035-674b01d0bd10"}) -Annotation.create({"id"=>65216, "question_id"=>69353, "org_id"=>8, "text"=>"The datasets analysed during the current study are available in the University of Calgary’s PRISM Dataverse repository, [https://doi.org/exampledoi].", "type"=>"example_answer", "versionable_id"=>"7bb8512c-d093-42ee-86c5-99ecc2e22c7f"}) -Annotation.create({"id"=>65217, "question_id"=>69353, "org_id"=>8, "text"=>"Choose a repository that offers persistent identifiers such as a DOI. These are persistent links that provide stable long-term access to your data. Ensure you put a data availability statement in your article, with proper citation to the location of your data. If possible, put this under its own heading. If the journal does not use this heading in its formatting, you could include this information in your Methods section or as a supplementary file you provide.", "type"=>"guidance", "versionable_id"=>"c0ba68a1-9513-4a65-9c79-41a52cd86126"}) -Section.create({"id"=>22521, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>6, "phase_id"=>3505, "modifiable"=>false, "versionable_id"=>"4811dbed-e36e-498c-96a6-a9fe2c69e7b5"}) -Question.create({"id"=>69354, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>22521, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ac74dd66-c4ea-4fde-8102-6c768dc17154"}) -Annotation.create({"id"=>65218, "question_id"=>69354, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the time frame associated with these staff responsibilities and any training needed to prepare staff for these duties. Systematic review projects have stages, which can act as great reminders to ensure that data associated with each stage are made accessible to other project members in a timely fashion. ", "type"=>"guidance", "versionable_id"=>"47a7ee40-c5b2-444a-be1c-4f0e53a9dcad"}) -Question.create({"id"=>69355, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>22521, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d7b8cfef-a2b7-4e64-8e2b-c47d73de9d7f"}) -Annotation.create({"id"=>65219, "question_id"=>69355, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves. Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
\r\nIf data is deposited into a shared space as each stage of the review is completed, there is greater likelihood that the team has all of the data necessary to successfully handle personnel changes. NOTE: Shared storage spaces such as Dropbox and Google drive are attached to an individual’s account and storage capacity so consideration needs to be given as to who should be the primary account holder for the shared storage space, and how data will be transferred to another account if that person leaves the team.", "type"=>"guidance", "versionable_id"=>"7c53d22a-4372-47a6-a4b2-f230c0aa2f25"}) -Question.create({"id"=>69356, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>22521, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9c64e08e-983d-4166-8b1b-19eec17ead9b"}) -Annotation.create({"id"=>65220, "question_id"=>69356, "org_id"=>8, "text"=>"Consider the cost of systematic review management software and citation management software if you are applying for a grant, as well as the cost for shared storage space, if needed. What training do you or your team need to ensure that everyone is able to adhere to the processes/policies outlined in the data management plan? ", "type"=>"guidance", "versionable_id"=>"eb5dde84-85fb-48d4-8aa8-1c586eb9d2cb"}) -Section.create({"id"=>22522, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>7, "phase_id"=>3505, "modifiable"=>false, "versionable_id"=>"2c9e65b4-3d96-4e85-9e03-10c35d3cb746"}) -Question.create({"id"=>69357, "text"=>"If your project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>22522, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9ea9f2cb-a445-492a-9609-3a607afb0c25"}) -Annotation.create({"id"=>65221, "question_id"=>69357, "org_id"=>8, "text"=>"Most reviews do not include sensitive data, but if you are using individual patient-level data in your meta-analysis there may be data sharing agreements that are required between institutions. These approvals require coordination with the legal teams between multiple institutions and will necessitate secure data management practices. This type of data will not be open for sharing. Sensitive data should never be shared via email or cloud storage services such as Dropbox.", "type"=>"guidance", "versionable_id"=>"3c2e2065-1523-40a1-be22-f86d43044517"}) -Question.create({"id"=>69358, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>22522, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"90a20a96-eb7f-4cb7-a9cd-6d2b45284c6c"}) -Annotation.create({"id"=>65222, "question_id"=>69358, "org_id"=>8, "text"=>"Systematic reviews generally do not generate sensitive data, however, it may be useful for different readers (e.g., funders, ethics boards) if you explicitly indicate that you do not expect to generate sensitive data.", "type"=>"guidance", "versionable_id"=>"35637df8-7976-410a-aa66-de8d7a8e8722"}) -Question.create({"id"=>69359, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>22522, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"8b233ea9-04ed-4453-8f6c-fc3e7b380732"}) -Annotation.create({"id"=>65223, "question_id"=>69359, "org_id"=>8, "text"=>"Be aware that PDF articles and even database records used in your review may be subject to copyright. You can store them in your group project space, but they should not be shared as part of your open dataset.
\r\nIf you are reusing others’ published datasets as part of your meta-analysis, ensure that you are complying with any applicable licences on the original dataset, and properly cite that dataset.
", "type"=>"guidance", "versionable_id"=>"a031e6c2-0cc4-4b67-ab7f-da6f74dd4791"}) -Template.create!({"id"=>3522, "title"=>"Portage Template for Water Quality Research", "description"=>"This template provides guidance to researchers who are collecting or generating water quality data. Highly Qualified Personnel (HQP) and students are encouraged to consult with their advisors or principal investigators while completing this template.
", "published"=>true, "org_id"=>43, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>749158652, "family_id"=>374914858, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3506, "title"=>"Portage Template for Water Quality Research", "description"=>"This template provides guidance to researchers who are collecting or generating water quality data. Highly Qualified Personnel (HQP) and students are encouraged to consult with their advisors or principal investigators while completing this template.
", "number"=>1, "template_id"=>3522, "modifiable"=>false, "versionable_id"=>"cfd0d847-711a-44cf-8ee8-ac444142777d"}) -Section.create({"id"=>22523, "title"=>"Data Collection", "description"=>nil, "number"=>1, "phase_id"=>3506, "modifiable"=>false, "versionable_id"=>"15e93d45-fc9f-4e85-a2c9-da7751a9781d"}) -Question.create({"id"=>69360, "text"=>"Why are you collecting or generating your data?", "default_value"=>nil, "number"=>1, "section_id"=>22523, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"67eed90a-668b-4bca-ab18-58f957cee32c"}) -Annotation.create({"id"=>65224, "question_id"=>69360, "org_id"=>8, "text"=>"Describe the purpose or goal of this project. Is the data collection for a specific study or part of a long-term collection effort? What is the relationship between the data you are collecting and any existing data? Note existing data structure and procedures if building on previous work.", "type"=>"guidance", "versionable_id"=>"be721245-2846-4178-b766-861e5c850b5b"}) -Question.create({"id"=>69361, "text"=>"What types of data will you collect, create, link to, acquire and/or record? Please be specific, including:", "default_value"=>nil, "number"=>2, "section_id"=>22523, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"3202cea2-c97b-486b-83a2-4e0d6333e3dc"}) -Annotation.create({"id"=>65225, "question_id"=>69361, "org_id"=>8, "text"=>"Types of data you may create or capture could include: geospatial layers (shapefiles; may include observations, models, remote sensing, etc.); tabular observational data; field, laboratory, or experimental data; numerical model input data and outputs from numerical models; images; photographs; video.", "type"=>"example_answer", "versionable_id"=>"33df6e31-d265-407e-abd3-eee758360891"}) -Annotation.create({"id"=>65226, "question_id"=>69361, "org_id"=>8, "text"=>"Please also describe the tools and methods that you will use to collect or generate the data. Outline the procedures that must be followed when using these tools to ensure consistent data collection or generation. If possible, include any sampling procedures or modelling techniques you will use to collect or generate your data.
", "type"=>"guidance", "versionable_id"=>"63e9565a-f7f5-4744-92be-bcb6fd752ef9"}) -Question.create({"id"=>69362, "text"=>"Where are you collecting or generating your data (i.e., study area)? Include as appropriate the spatial boundaries, water source type and watershed name.
", "default_value"=>nil, "number"=>3, "section_id"=>22523, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0ae45d15-9459-482c-bdb5-3fcc91bd5efc"}) -Annotation.create({"id"=>65227, "question_id"=>69362, "org_id"=>8, "text"=>"Try to use pre-existing collection standards, such as the CCME’s Protocols for Water Quality Sampling in Canada, whenever possible.
\r\nIf you will set up monitoring station(s) to continuously collect or sample water quality data, please review resources such as the World Meteorological Organization’s technical report on Water Quality Monitoring and CCME’s Protocols for Water Quality Guidelines in Canada.
", "type"=>"guidance", "versionable_id"=>"2272baa6-458f-469e-886c-b9b785d0f0d4"}) -Question.create({"id"=>69363, "text"=>"Are you using third party data? If so, describe the source of the data including the owner, database or repository DOIs or accession numbers.", "default_value"=>nil, "number"=>4, "section_id"=>22523, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"fb845b73-ae02-4d18-9c92-df383dde46bd"}) -Annotation.create({"id"=>65228, "question_id"=>69363, "org_id"=>8, "text"=>"Include full references or links to the data when possible. Identify any license or use restrictions and ensure that you understand the policies for permitted use, redistribution and derived products.", "type"=>"guidance", "versionable_id"=>"a5495f08-461c-4af9-998d-f95ec2fbf281"}) -Section.create({"id"=>22524, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>2, "phase_id"=>3506, "modifiable"=>false, "versionable_id"=>"0c571421-5307-4fa9-bb80-eabb35d343f4"}) -Question.create({"id"=>69364, "text"=>"Does your project include sensitive data?", "default_value"=>nil, "number"=>1, "section_id"=>22524, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a2a9fa25-176b-4d44-a3c8-152e18b3ccf6"}) -Annotation.create({"id"=>65229, "question_id"=>69364, "org_id"=>8, "text"=>"Sensitive data is data that carries some risk with its collection. Examples of sensitive data include:
\r\nMethods used to share data will be dependent on the type, size, complexity and degree of sensitivity of data. Outline any problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others.
\r\nDecisions should align with Research Ethics Board requirements. If you are collecting water quality data from Indigenous communities, please also review resources such as the Tri-Council Policy Statement (TCPS2) - Chapter 9: Research Involving the First Nations, Inuit and Métis Peoples of Canada, the First Nations Principles of OCAP, the CARE Principles of Indigenous Data Governance, the National Inuit Strategy on Research, and Negotiating Research Relationships with Inuit Communities as appropriate.
\r\nRestrictions can be imposed by limiting physical access to storage devices, placing data on computers with no access to the Internet, through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox. Read more about data security here: UK Data Service. ", "type"=>"guidance", "versionable_id"=>"8bd94c7f-21de-4184-b266-af91563a45aa"}) -Question.create({"id"=>69366, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>3, "section_id"=>22524, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"c9369fc0-bbee-4892-a1c2-e6a82db29cf8"}) -Annotation.create({"id"=>65231, "question_id"=>69366, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and for how long it should be archived. If you must restrict some data from sharing, consider making the metadata (information about the dataset) available in a public metadata catalogue.
\r\nObtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of your data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources. It is important to consider how the data you are collecting may contribute to future research prior to obtaining research ethics approval since consent will dictate how the data can be used in the immediate study and in perpetuity.
", "type"=>"guidance", "versionable_id"=>"ab0ed679-5fff-472a-af52-324a8d76fac1"}) -Question.create({"id"=>69367, "text"=>"How will you manage other legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>4, "section_id"=>22524, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"82596e39-4cc6-46aa-8dcc-a075f224ca1f"}) -Annotation.create({"id"=>65232, "question_id"=>69367, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are also central to the research process.
\r\nDescribe ownership, licensing, and any intellectual property rights associated with the data. Check your institution's policies for additional guidance in these areas. The University of Waterloo has a good example of an institutional policy on Intellectual Property Rights.
\r\nTerms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"262b3f56-cfb7-4f90-af00-5d573d10b655"}) -Section.create({"id"=>22525, "title"=>"File Management", "description"=>nil, "number"=>3, "phase_id"=>3506, "modifiable"=>false, "versionable_id"=>"2c30a63a-1c2f-4272-aa1d-11847a4c9739"}) -Question.create({"id"=>69368, "text"=>"What file formats will your data be in? Will these formats allow for data re-use, sharing and long-term access to the data? If not, how will you convert these into interoperable formats?", "default_value"=>nil, "number"=>1, "section_id"=>22525, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"af28a425-2068-4230-8af6-d6014601928e"}) -Annotation.create({"id"=>65233, "question_id"=>69368, "org_id"=>8, "text"=>"Data should be collected and stored using machine readable, non-proprietary formats, such as .csv, .json, or .tiff. Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or instrument analysis methods. If a proprietary format must be used, can it be converted to an open format or accessed using free and open source tools?What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?
", "default_value"=>nil, "number"=>2, "section_id"=>22525, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"60c43eee-c012-45f0-9193-065bba52330a"}) -Annotation.create({"id"=>65234, "question_id"=>69369, "org_id"=>8, "text"=>"File names should:
\r\nData Structure:
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"724d59ab-d887-406f-9491-d4028d3a645f"}) -Section.create({"id"=>22526, "title"=>"Documentation and Metadata", "description"=>nil, "number"=>4, "phase_id"=>3506, "modifiable"=>false, "versionable_id"=>"840ef947-99d8-42f7-bd29-2d36886cdd81"}) -Question.create({"id"=>69370, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>22526, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"e1d28f9a-2909-45c8-8e61-aa512f9dc073"}) -Annotation.create({"id"=>65235, "question_id"=>69370, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions and any other contextual information required to make the data usable by other researchers. Elements to document, as applicable, include: research methodology, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, and details of who has worked on the project and performed each task, etc.How will you describe samples collected?
", "default_value"=>nil, "number"=>2, "section_id"=>22526, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"7d973add-2f5f-4869-a46d-91b0bd7506cd"}) -Annotation.create({"id"=>65236, "question_id"=>69371, "org_id"=>8, "text"=>"Include descriptions of sampling procedures and hardware or software used for data collection, including make, model and version where applicable. Sample and replicate labels should have a consistent format (sample number, name, field site, date of collection, analysis requested and preservatives added, if applicable) and a corresponding document with descriptions of any codes or short forms used.
For examples and guidelines, see the CCME Protocols Manual for Water Quality Sampling in Canada (taxonomy example p. 11, general guidelines p. 32-33).
Consistency, relevance and cost-efficiency are key factors of sample collection and depend on the scope of the project. For practical considerations, see “4.3 Step 3. Optimizing Data Collection and Data Quality” in the CCME Guidance Manual for Optimizing Water Quality Monitoring Program Design.
How will you analyze and interpret the water quality data?
", "default_value"=>nil, "number"=>3, "section_id"=>22526, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f2239dc5-45e2-4b8e-8eac-f4007daeff46"}) -Annotation.create({"id"=>65237, "question_id"=>69372, "org_id"=>8, "text"=>"It is important to have a standardized data analysis procedure and metadata detailing both the collection and analysis of the data. For guidance see “4.4 Step 4. Data Analysis, Interpretation and Evaluation” in the CCME Guidance Manual for Optimizing Water Quality Monitoring Program Design.
If you will collect or analyze data as part of a wider program, such as the Canadian Aquatic Biomonitoring Network, include links to the appropriate guidance documents.
What kind of Quality Assurance/Quality Control procedures are you planning to do?
", "default_value"=>nil, "number"=>4, "section_id"=>22526, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6fb37f0d-2728-446f-bb7b-8265dc43ea4a"}) -Annotation.create({"id"=>65238, "question_id"=>69373, "org_id"=>8, "text"=>"Include documentation about what QA/QC procedures will be performed. For guidance see “1.3 QUALITY ASSURANCE/CONTROL IN SAMPLING” in the CCME Integrated guidance manual of sampling protocols for water quality monitoring in Canada or the Quality-Control Design for Surface-Water Sampling in the National Water-Quality Network from the USGS.
", "type"=>"guidance", "versionable_id"=>"e884ea5b-f3b7-4037-943a-bb922a3b035f"}) -Question.create({"id"=>69374, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>5, "section_id"=>22526, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"7b00c0b5-cb80-4df1-b2ed-70f98d79db2f"}) -Annotation.create({"id"=>65239, "question_id"=>69374, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Writing guidelines or instructions for the documentation process will enhance adoption and consistency among contributors. Often, resources you have already created can contribute to this (e.g., laboratory Standard Operating Procedures (SOPs), recommended textbooks, publications, websites, progress reports, etc.).List any metadata standard(s) and/or tools you will use to document and describe your data:
", "default_value"=>nil, "number"=>6, "section_id"=>22526, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d01d2655-31d5-49a1-88a0-64caf9dd6529"}) -Annotation.create({"id"=>65240, "question_id"=>69375, "org_id"=>8, "text"=>"Water Quality metadata standards:
\r\nEcological metadata standards:
\r\nGeographic metadata standards:
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"example_answer", "versionable_id"=>"d2a93ca3-2303-49ec-842e-baf6d577e5a5"}) -Annotation.create({"id"=>65241, "question_id"=>69375, "org_id"=>8, "text"=>"Metadata describes a dataset and provides vital information such as owner, description, keywords, etc. that allow data to be shared and discovered effectively. Researchers are encouraged to adopt commonly used and interoperable metadata schemas (general or domain-specific), which focus on the exchange of data via open spatial standards. Dataset documentation should be provided in a standard, machine readable, openly-accessible format to enable the effective exchange of information between users and systems.
", "type"=>"guidance", "versionable_id"=>"6740bdb4-ef76-4f1d-98fe-f37786af661e"}) -Question.create({"id"=>69376, "text"=>"If the metadata standard will be modified, please explain how you will modify the standard to meet your needs.", "default_value"=>nil, "number"=>7, "section_id"=>22526, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"e85efaa9-5617-4edd-8c6d-85de20c2d03d"}) -Annotation.create({"id"=>65242, "question_id"=>69376, "org_id"=>8, "text"=>"Deviation from existing metadata standards should only occur when necessary. If this is the case, please document these deviations so that others can recreate your process.", "type"=>"guidance", "versionable_id"=>"884d4577-d7a3-40c4-9bab-e9d47c1eca1b"}) -Question.create({"id"=>69377, "text"=>"How will you make sure that metadata is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>8, "section_id"=>22526, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b828b1b7-c349-4a2b-a550-beea4bc788e2"}) -Annotation.create({"id"=>65243, "question_id"=>69377, "org_id"=>8, "text"=>"Once a standard has been chosen, it is important that data collectors have the necessary tools to properly create or capture the metadata. Audits of collected metadata should occur at specific time intervals (e.g., bi-weekly) to ensure metadata is created properly and captured consistently throughout the project.How and where will your data be stored and backed up during your research project?
", "default_value"=>nil, "number"=>2, "section_id"=>22527, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"bd303b55-27c4-4f2c-9cb6-d91e96708b79"}) -Annotation.create({"id"=>65245, "question_id"=>69379, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule: Have at least three copies of your data; store the copies on two different media; keep one backup copy offsite. Data may be stored using optical or magnetic media, which can be removable (e.g., DVD and USB drives), fixed (e.g., desktop or laptop hard drives), or networked (e.g., networked drives or cloud-based servers such as Compute Canada). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
Raw data should be preserved and never altered. Some options for preserving raw data are storing on a read-only drive or archiving the raw, unprocessed data. The preservation of raw data should be included in the data collection process and backup procedures.
Examples of further information on storage and backup practices are available from the University of Toronto and the UK Data Service.
In general, data collected using public funds should be preserved for future discovery and reuse. As you develop your data sharing strategy you will want to consider the following:
", "number"=>7, "phase_id"=>3506, "modifiable"=>false, "versionable_id"=>"63b58dbe-0928-409d-973f-e865180ca465"}) -Question.create({"id"=>69384, "text"=>"Do you, your institution or collaborators have an existing data sharing strategy?", "default_value"=>nil, "number"=>1, "section_id"=>22529, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0f48263a-dd45-4c97-a1ad-a5a341bc9a99"}) -Annotation.create({"id"=>65250, "question_id"=>69384, "org_id"=>8, "text"=>"Use all or parts of existing strategies to meet your requirements.", "type"=>"guidance", "versionable_id"=>"cff070f3-8808-4cfe-94b0-2cefc7118354"}) -Question.create({"id"=>69385, "text"=>"Are there restrictions on sharing due to ethics or legal constraints?", "default_value"=>nil, "number"=>2, "section_id"=>22529, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"51d57e5a-f9a7-483d-854b-5e51c128d704"}) -Annotation.create({"id"=>65251, "question_id"=>69385, "org_id"=>8, "text"=>"In these instances, it is critical to assess whether data can or should be shared. It is necessary to comply with:
\r\nNote: If raw or identifiable data cannot be shared, is it possible to share aggregated data, or to de-identify your data, or coarsen location information for sharing? If data cannot be shared, consider publishing descriptive metadata (data about the data), documentation and contact information that will allow others to discover your work.
", "type"=>"guidance", "versionable_id"=>"0555c6e1-8182-4a14-8312-4d2420f991c8"}) -Question.create({"id"=>69386, "text"=>"What data will you be sharing and in what form? (e.g., raw, processed, analyzed, final).", "default_value"=>nil, "number"=>3, "section_id"=>22529, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0a33b3d9-f0fe-4a9a-8448-622cc4737eb0"}) -Annotation.create({"id"=>65252, "question_id"=>69386, "org_id"=>8, "text"=>"Think about what data needs to be shared to meet institutional or funding requirements, and what data may be restricted because of confidentiality, privacy, or intellectual property considerations.
\r\nDomain-specific repositories for water quality data include:
\r\nGeneral Repositories:
\r\nOther resources:
\r\nPossibilities include: data registries, repositories, indexes, word-of-mouth, publications. How will the data be accessed (Web service, ftp, etc.)? One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications. The Digital Curation Centre provides a detailed guide on data citation. Some repositories also create links from datasets to their associated papers, increasing the visibility of the publications. Read more at the National Institutes of Health’s Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support.
\r\nContact librarians at your institution for assistance in making your dataset visible and easily accessible, or reach out to the Portage DMP Coordinator at support@portagenetwork.ca. ", "type"=>"guidance", "versionable_id"=>"19ff75d4-cec0-4862-885c-4d0e7025584b"}) -Template.create!({"id"=>3536, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.
", "published"=>true, "org_id"=>8, "locale"=>"en-CA", "is_default"=>true, "version"=>1, "visibility"=>"publicly_visible", "customization_of"=>nil, "family_id"=>878086536, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3528, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3536, "modifiable"=>true, "versionable_id"=>"061b1c99-eb12-4550-be0b-445b1b77fe79"}) -Section.create({"id"=>22633, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3528, "modifiable"=>true, "versionable_id"=>"a9f6cae1-7d62-4959-ab4f-40d968550b5b"}) -Question.create({"id"=>69711, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>22633, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"ce1a261f-1b7d-453f-8fd0-669685be1fa0"}) -Annotation.create({"id"=>65571, "question_id"=>69711, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>"91c8604b-655b-47cd-b394-45b75f5dfc5d"}) -Question.create({"id"=>69712, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>22633, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"1849c3af-003d-49a6-82d0-7e84a31cc34d"}) -Annotation.create({"id"=>65572, "question_id"=>69712, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"d985ddbc-534b-437d-bfed-0ef36b6adef9"}) -Question.create({"id"=>69713, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>22633, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"aa6e7a0e-0618-412d-96d5-33229db0a7ae"}) -Annotation.create({"id"=>65573, "question_id"=>69713, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"c1018711-100c-48ee-b20a-324ebe06fc60"}) -Section.create({"id"=>22634, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3528, "modifiable"=>true, "versionable_id"=>"232dc857-e0a6-4f21-ab49-5fc1b774f47e"}) -Question.create({"id"=>69714, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>22634, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"699da8a5-cf78-47d7-afc1-8e34361ba151"}) -Annotation.create({"id"=>65574, "question_id"=>69714, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>"ac58f884-5082-4155-aaa1-cfb3bf105ae1"}) -Question.create({"id"=>69715, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>22634, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"b8eb5119-07a6-4d55-a1d2-ae56f31d3303"}) -Annotation.create({"id"=>65575, "question_id"=>69715, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>"a82bbe4d-2e23-4acb-991b-69b79d5ba5c9"}) -Question.create({"id"=>69716, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.
", "default_value"=>nil, "number"=>3, "section_id"=>22634, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"9764c800-f963-4427-b27c-b145af948397"}) -Annotation.create({"id"=>65576, "question_id"=>69716, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
\r\nDataset documentation may also include a controlled vocabulary, which is a standardized list of terminology for describing information. Examples of controlled vocabularies include the Library of Congress Subject Headings (LCSH) or NASA’s Global Change Master Directory (GCMD) Keywords.
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>"d7cca20d-3de7-4df2-80bc-e319f7d45fb1"}) -Section.create({"id"=>22635, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3528, "modifiable"=>true, "versionable_id"=>"e373933f-bbd6-40a5-a0bd-74aade0a0789"}) -Question.create({"id"=>69717, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>22635, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"ba6ff152-5b47-4b8d-aadd-cdcc31bdd127"}) -Annotation.create({"id"=>65577, "question_id"=>69717, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>"3a0cde46-8f69-4e1c-844c-976062a0d3fb"}) -Question.create({"id"=>69718, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>22635, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"57316b98-b809-4013-96e6-771ebf4df275"}) -Annotation.create({"id"=>65578, "question_id"=>69718, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>"4a732577-68b4-4eba-b1af-f045e7e906a0"}) -Question.create({"id"=>69719, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>22635, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"f4d5b796-a2e3-4270-9e69-938a574bd8eb"}) -Annotation.create({"id"=>65579, "question_id"=>69719, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>"25285b93-30fb-4268-a56d-c5386f66ed76"}) -Section.create({"id"=>22636, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3528, "modifiable"=>true, "versionable_id"=>"d51c3b68-bff0-47fc-8986-365fb6caffbd"}) -Question.create({"id"=>69720, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>22636, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"6894a485-ec1a-478e-acfe-1426bb7eff19"}) -Annotation.create({"id"=>65580, "question_id"=>69720, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>"68d7c3c6-ab26-4814-b894-27e0eb452d2e"}) -Question.create({"id"=>69721, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>22636, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"9ae11c8f-232d-4e70-ae19-f178b4ba6280"}) -Annotation.create({"id"=>65581, "question_id"=>69721, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"68279813-f647-420a-9c1b-f77fa06d5b04"}) -Section.create({"id"=>22637, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3528, "modifiable"=>true, "versionable_id"=>"34ea498e-4b0d-4b28-8188-410ce1a0c816"}) -Question.create({"id"=>69722, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>22637, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"b2d259f1-e630-4fe0-ad86-f79c44fa939d"}) -Annotation.create({"id"=>65582, "question_id"=>69722, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>"2975251a-8d83-4c86-bb33-cab2427f2bda"}) -Question.create({"id"=>69723, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>22637, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"f9c385c6-075b-4502-bc08-3877ac5d6707"}) -Annotation.create({"id"=>65583, "question_id"=>69723, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>"6b679158-8b52-49e2-9d47-27ec30b0b892"}) -Question.create({"id"=>69724, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>22637, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"71590c31-8ab9-4a0f-8730-dcbda95e4285"}) -Annotation.create({"id"=>65584, "question_id"=>69724, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>"f7c3c30d-76bb-4b3c-aa89-b89e79328430"}) -Section.create({"id"=>22638, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3528, "modifiable"=>true, "versionable_id"=>"01f60403-fd2d-413c-b0d7-3ed260c63c9d"}) -Question.create({"id"=>69725, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>22638, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"a7d13021-4e8d-4d76-bb24-b7c59483b99e"}) -Annotation.create({"id"=>65585, "question_id"=>69725, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>"a2a59f33-d00c-4b15-88a8-04fd2add04cf"}) -Question.create({"id"=>69726, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>22638, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"b9b1727e-4dfe-47fb-87e6-33af1072a781"}) -Annotation.create({"id"=>65586, "question_id"=>69726, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>"d3c2143c-f345-444d-afc8-ca7735ca3366"}) -Question.create({"id"=>69727, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>22638, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"d9a79c64-16cf-487c-9931-49c4d04c5a15"}) -Annotation.create({"id"=>65587, "question_id"=>69727, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>"c8a3fa9c-bd78-4f96-9fff-c41aa52bc861"}) -Section.create({"id"=>22639, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3528, "modifiable"=>true, "versionable_id"=>"e371d419-eeb7-41fc-adcb-3cf5e2c59837"}) -Question.create({"id"=>69728, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>22639, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"0624e7e3-a3d4-4c3a-a0f9-18a24e9c6a89"}) -Annotation.create({"id"=>65588, "question_id"=>69728, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>"5bef664c-cd6d-40e1-be67-3a4412e8cf98"}) -Question.create({"id"=>69729, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>22639, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"a7bd93db-135b-4948-91f5-8d60b7881a19"}) -Annotation.create({"id"=>65589, "question_id"=>69729, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>"e59976c2-543c-499a-8614-5b711b645bb1"}) -Question.create({"id"=>69730, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>22639, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>true, "versionable_id"=>"18be4a00-39ec-487f-a75d-b8f25764f19d"}) -Annotation.create({"id"=>65590, "question_id"=>69730, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"f944885d-b1e4-4f83-ba16-cda078909fec"}) -Template.create!({"id"=>3551, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.
", "published"=>true, "org_id"=>52, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>878086536, "family_id"=>1517345799, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3547, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3551, "modifiable"=>false, "versionable_id"=>"061b1c99-eb12-4550-be0b-445b1b77fe79"}) -Section.create({"id"=>22710, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3547, "modifiable"=>false, "versionable_id"=>"a9f6cae1-7d62-4959-ab4f-40d968550b5b"}) -Question.create({"id"=>69915, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>22710, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ce1a261f-1b7d-453f-8fd0-669685be1fa0"}) -Annotation.create({"id"=>65759, "question_id"=>69915, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>"91c8604b-655b-47cd-b394-45b75f5dfc5d"}) -Question.create({"id"=>69916, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>22710, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1849c3af-003d-49a6-82d0-7e84a31cc34d"}) -Annotation.create({"id"=>65760, "question_id"=>69916, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"d985ddbc-534b-437d-bfed-0ef36b6adef9"}) -Question.create({"id"=>69917, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>22710, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"aa6e7a0e-0618-412d-96d5-33229db0a7ae"}) -Annotation.create({"id"=>65761, "question_id"=>69917, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"c1018711-100c-48ee-b20a-324ebe06fc60"}) -Section.create({"id"=>22711, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3547, "modifiable"=>false, "versionable_id"=>"232dc857-e0a6-4f21-ab49-5fc1b774f47e"}) -Question.create({"id"=>69918, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>22711, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"699da8a5-cf78-47d7-afc1-8e34361ba151"}) -Annotation.create({"id"=>65762, "question_id"=>69918, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>"ac58f884-5082-4155-aaa1-cfb3bf105ae1"}) -Question.create({"id"=>69919, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>22711, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b8eb5119-07a6-4d55-a1d2-ae56f31d3303"}) -Annotation.create({"id"=>65763, "question_id"=>69919, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>"a82bbe4d-2e23-4acb-991b-69b79d5ba5c9"}) -Question.create({"id"=>69920, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.
", "default_value"=>nil, "number"=>3, "section_id"=>22711, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9764c800-f963-4427-b27c-b145af948397"}) -Annotation.create({"id"=>65764, "question_id"=>69920, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
\r\nDataset documentation may also include a controlled vocabulary, which is a standardized list of terminology for describing information. Examples of controlled vocabularies include the Library of Congress Subject Headings (LCSH) or NASA’s Global Change Master Directory (GCMD) Keywords.
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>"d7cca20d-3de7-4df2-80bc-e319f7d45fb1"}) -Section.create({"id"=>22712, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3547, "modifiable"=>false, "versionable_id"=>"e373933f-bbd6-40a5-a0bd-74aade0a0789"}) -Question.create({"id"=>69921, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>22712, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ba6ff152-5b47-4b8d-aadd-cdcc31bdd127"}) -Annotation.create({"id"=>65765, "question_id"=>69921, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>"3a0cde46-8f69-4e1c-844c-976062a0d3fb"}) -Question.create({"id"=>69922, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>22712, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"57316b98-b809-4013-96e6-771ebf4df275"}) -Annotation.create({"id"=>65766, "question_id"=>69922, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>"4a732577-68b4-4eba-b1af-f045e7e906a0"}) -Question.create({"id"=>69923, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>22712, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f4d5b796-a2e3-4270-9e69-938a574bd8eb"}) -Annotation.create({"id"=>65767, "question_id"=>69923, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>"25285b93-30fb-4268-a56d-c5386f66ed76"}) -Section.create({"id"=>22713, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3547, "modifiable"=>false, "versionable_id"=>"d51c3b68-bff0-47fc-8986-365fb6caffbd"}) -Question.create({"id"=>69924, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>22713, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6894a485-ec1a-478e-acfe-1426bb7eff19"}) -Annotation.create({"id"=>65768, "question_id"=>69924, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>"68d7c3c6-ab26-4814-b894-27e0eb452d2e"}) -Question.create({"id"=>69925, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>22713, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9ae11c8f-232d-4e70-ae19-f178b4ba6280"}) -Annotation.create({"id"=>65769, "question_id"=>69925, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"68279813-f647-420a-9c1b-f77fa06d5b04"}) -Section.create({"id"=>22714, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3547, "modifiable"=>false, "versionable_id"=>"34ea498e-4b0d-4b28-8188-410ce1a0c816"}) -Question.create({"id"=>69926, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>22714, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b2d259f1-e630-4fe0-ad86-f79c44fa939d"}) -Annotation.create({"id"=>65770, "question_id"=>69926, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>"2975251a-8d83-4c86-bb33-cab2427f2bda"}) -Question.create({"id"=>69927, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>22714, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f9c385c6-075b-4502-bc08-3877ac5d6707"}) -Annotation.create({"id"=>65771, "question_id"=>69927, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>"6b679158-8b52-49e2-9d47-27ec30b0b892"}) -Question.create({"id"=>69928, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>22714, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"71590c31-8ab9-4a0f-8730-dcbda95e4285"}) -Annotation.create({"id"=>65772, "question_id"=>69928, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>"f7c3c30d-76bb-4b3c-aa89-b89e79328430"}) -Section.create({"id"=>22715, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3547, "modifiable"=>false, "versionable_id"=>"01f60403-fd2d-413c-b0d7-3ed260c63c9d"}) -Question.create({"id"=>69929, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>22715, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7d13021-4e8d-4d76-bb24-b7c59483b99e"}) -Annotation.create({"id"=>65773, "question_id"=>69929, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>"a2a59f33-d00c-4b15-88a8-04fd2add04cf"}) -Question.create({"id"=>69930, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>22715, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b9b1727e-4dfe-47fb-87e6-33af1072a781"}) -Annotation.create({"id"=>65774, "question_id"=>69930, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>"d3c2143c-f345-444d-afc8-ca7735ca3366"}) -Question.create({"id"=>69931, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>22715, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d9a79c64-16cf-487c-9931-49c4d04c5a15"}) -Annotation.create({"id"=>65775, "question_id"=>69931, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>"c8a3fa9c-bd78-4f96-9fff-c41aa52bc861"}) -Section.create({"id"=>22716, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3547, "modifiable"=>false, "versionable_id"=>"e371d419-eeb7-41fc-adcb-3cf5e2c59837"}) -Question.create({"id"=>69932, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>22716, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0624e7e3-a3d4-4c3a-a0f9-18a24e9c6a89"}) -Annotation.create({"id"=>65776, "question_id"=>69932, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>"5bef664c-cd6d-40e1-be67-3a4412e8cf98"}) -Question.create({"id"=>69933, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>22716, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7bd93db-135b-4948-91f5-8d60b7881a19"}) -Annotation.create({"id"=>65777, "question_id"=>69933, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>"e59976c2-543c-499a-8614-5b711b645bb1"}) -Question.create({"id"=>69934, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>22716, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"18be4a00-39ec-487f-a75d-b8f25764f19d"}) -Annotation.create({"id"=>65778, "question_id"=>69934, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"f944885d-b1e4-4f83-ba16-cda078909fec"}) -Template.create!({"id"=>3553, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.
", "published"=>true, "org_id"=>15, "locale"=>"en-CA", "is_default"=>false, "version"=>1, "visibility"=>"organisationally_visible", "customization_of"=>878086536, "family_id"=>2145760249, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3549, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3553, "modifiable"=>false, "versionable_id"=>"061b1c99-eb12-4550-be0b-445b1b77fe79"}) -Section.create({"id"=>22724, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3549, "modifiable"=>false, "versionable_id"=>"a9f6cae1-7d62-4959-ab4f-40d968550b5b"}) -Question.create({"id"=>69955, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>22724, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ce1a261f-1b7d-453f-8fd0-669685be1fa0"}) -Annotation.create({"id"=>65799, "question_id"=>69955, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>"91c8604b-655b-47cd-b394-45b75f5dfc5d"}) -Question.create({"id"=>69956, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>22724, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1849c3af-003d-49a6-82d0-7e84a31cc34d"}) -Annotation.create({"id"=>65800, "question_id"=>69956, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"d985ddbc-534b-437d-bfed-0ef36b6adef9"}) -Question.create({"id"=>69957, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>22724, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"aa6e7a0e-0618-412d-96d5-33229db0a7ae"}) -Annotation.create({"id"=>65801, "question_id"=>69957, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"c1018711-100c-48ee-b20a-324ebe06fc60"}) -Section.create({"id"=>22725, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3549, "modifiable"=>false, "versionable_id"=>"232dc857-e0a6-4f21-ab49-5fc1b774f47e"}) -Question.create({"id"=>69958, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>22725, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"699da8a5-cf78-47d7-afc1-8e34361ba151"}) -Annotation.create({"id"=>65802, "question_id"=>69958, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>"ac58f884-5082-4155-aaa1-cfb3bf105ae1"}) -Question.create({"id"=>69959, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>22725, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b8eb5119-07a6-4d55-a1d2-ae56f31d3303"}) -Annotation.create({"id"=>65803, "question_id"=>69959, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>"a82bbe4d-2e23-4acb-991b-69b79d5ba5c9"}) -Question.create({"id"=>69960, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.
", "default_value"=>nil, "number"=>3, "section_id"=>22725, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9764c800-f963-4427-b27c-b145af948397"}) -Annotation.create({"id"=>65804, "question_id"=>69960, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
\r\nDataset documentation may also include a controlled vocabulary, which is a standardized list of terminology for describing information. Examples of controlled vocabularies include the Library of Congress Subject Headings (LCSH) or NASA’s Global Change Master Directory (GCMD) Keywords.
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>"d7cca20d-3de7-4df2-80bc-e319f7d45fb1"}) -Section.create({"id"=>22726, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3549, "modifiable"=>false, "versionable_id"=>"e373933f-bbd6-40a5-a0bd-74aade0a0789"}) -Question.create({"id"=>69961, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>22726, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ba6ff152-5b47-4b8d-aadd-cdcc31bdd127"}) -Annotation.create({"id"=>65805, "question_id"=>69961, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>"3a0cde46-8f69-4e1c-844c-976062a0d3fb"}) -Question.create({"id"=>69962, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>22726, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"57316b98-b809-4013-96e6-771ebf4df275"}) -Annotation.create({"id"=>65806, "question_id"=>69962, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>"4a732577-68b4-4eba-b1af-f045e7e906a0"}) -Question.create({"id"=>69963, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>22726, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f4d5b796-a2e3-4270-9e69-938a574bd8eb"}) -Annotation.create({"id"=>65807, "question_id"=>69963, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>"25285b93-30fb-4268-a56d-c5386f66ed76"}) -Section.create({"id"=>22727, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3549, "modifiable"=>false, "versionable_id"=>"d51c3b68-bff0-47fc-8986-365fb6caffbd"}) -Question.create({"id"=>69964, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>22727, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6894a485-ec1a-478e-acfe-1426bb7eff19"}) -Annotation.create({"id"=>65808, "question_id"=>69964, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>"68d7c3c6-ab26-4814-b894-27e0eb452d2e"}) -Question.create({"id"=>69965, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>22727, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9ae11c8f-232d-4e70-ae19-f178b4ba6280"}) -Annotation.create({"id"=>65809, "question_id"=>69965, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"68279813-f647-420a-9c1b-f77fa06d5b04"}) -Section.create({"id"=>22728, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3549, "modifiable"=>false, "versionable_id"=>"34ea498e-4b0d-4b28-8188-410ce1a0c816"}) -Question.create({"id"=>69966, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>22728, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b2d259f1-e630-4fe0-ad86-f79c44fa939d"}) -Annotation.create({"id"=>65810, "question_id"=>69966, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>"2975251a-8d83-4c86-bb33-cab2427f2bda"}) -Question.create({"id"=>69967, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>22728, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f9c385c6-075b-4502-bc08-3877ac5d6707"}) -Annotation.create({"id"=>65811, "question_id"=>69967, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>"6b679158-8b52-49e2-9d47-27ec30b0b892"}) -Question.create({"id"=>69968, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>22728, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"71590c31-8ab9-4a0f-8730-dcbda95e4285"}) -Annotation.create({"id"=>65812, "question_id"=>69968, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>"f7c3c30d-76bb-4b3c-aa89-b89e79328430"}) -Section.create({"id"=>22729, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3549, "modifiable"=>false, "versionable_id"=>"01f60403-fd2d-413c-b0d7-3ed260c63c9d"}) -Question.create({"id"=>69969, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>22729, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7d13021-4e8d-4d76-bb24-b7c59483b99e"}) -Annotation.create({"id"=>65813, "question_id"=>69969, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>"a2a59f33-d00c-4b15-88a8-04fd2add04cf"}) -Question.create({"id"=>69970, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>22729, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b9b1727e-4dfe-47fb-87e6-33af1072a781"}) -Annotation.create({"id"=>65814, "question_id"=>69970, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>"d3c2143c-f345-444d-afc8-ca7735ca3366"}) -Question.create({"id"=>69971, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>22729, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d9a79c64-16cf-487c-9931-49c4d04c5a15"}) -Annotation.create({"id"=>65815, "question_id"=>69971, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>"c8a3fa9c-bd78-4f96-9fff-c41aa52bc861"}) -Section.create({"id"=>22730, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3549, "modifiable"=>false, "versionable_id"=>"e371d419-eeb7-41fc-adcb-3cf5e2c59837"}) -Question.create({"id"=>69972, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>22730, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0624e7e3-a3d4-4c3a-a0f9-18a24e9c6a89"}) -Annotation.create({"id"=>65816, "question_id"=>69972, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>"5bef664c-cd6d-40e1-be67-3a4412e8cf98"}) -Question.create({"id"=>69973, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>22730, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7bd93db-135b-4948-91f5-8d60b7881a19"}) -Annotation.create({"id"=>65817, "question_id"=>69973, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>"e59976c2-543c-499a-8614-5b711b645bb1"}) -Question.create({"id"=>69974, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>22730, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"18be4a00-39ec-487f-a75d-b8f25764f19d"}) -Annotation.create({"id"=>65818, "question_id"=>69974, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"f944885d-b1e4-4f83-ba16-cda078909fec"}) -Template.create!({"id"=>3555, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.
", "published"=>true, "org_id"=>43, "locale"=>"en-CA", "is_default"=>false, "version"=>1, "visibility"=>"organisationally_visible", "customization_of"=>878086536, "family_id"=>1021155945, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3551, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3555, "modifiable"=>false, "versionable_id"=>"061b1c99-eb12-4550-be0b-445b1b77fe79"}) -Section.create({"id"=>22738, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3551, "modifiable"=>false, "versionable_id"=>"a9f6cae1-7d62-4959-ab4f-40d968550b5b"}) -Question.create({"id"=>69995, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>22738, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ce1a261f-1b7d-453f-8fd0-669685be1fa0"}) -Annotation.create({"id"=>65839, "question_id"=>69995, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>"91c8604b-655b-47cd-b394-45b75f5dfc5d"}) -Question.create({"id"=>69996, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>22738, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1849c3af-003d-49a6-82d0-7e84a31cc34d"}) -Annotation.create({"id"=>65840, "question_id"=>69996, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"d985ddbc-534b-437d-bfed-0ef36b6adef9"}) -Question.create({"id"=>69997, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>22738, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"aa6e7a0e-0618-412d-96d5-33229db0a7ae"}) -Annotation.create({"id"=>65841, "question_id"=>69997, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"c1018711-100c-48ee-b20a-324ebe06fc60"}) -Section.create({"id"=>22739, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3551, "modifiable"=>false, "versionable_id"=>"232dc857-e0a6-4f21-ab49-5fc1b774f47e"}) -Question.create({"id"=>69998, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>22739, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"699da8a5-cf78-47d7-afc1-8e34361ba151"}) -Annotation.create({"id"=>65842, "question_id"=>69998, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>"ac58f884-5082-4155-aaa1-cfb3bf105ae1"}) -Question.create({"id"=>69999, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>22739, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b8eb5119-07a6-4d55-a1d2-ae56f31d3303"}) -Annotation.create({"id"=>65843, "question_id"=>69999, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>"a82bbe4d-2e23-4acb-991b-69b79d5ba5c9"}) -Question.create({"id"=>70000, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.
", "default_value"=>nil, "number"=>3, "section_id"=>22739, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9764c800-f963-4427-b27c-b145af948397"}) -Annotation.create({"id"=>65844, "question_id"=>70000, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
\r\nDataset documentation may also include a controlled vocabulary, which is a standardized list of terminology for describing information. Examples of controlled vocabularies include the Library of Congress Subject Headings (LCSH) or NASA’s Global Change Master Directory (GCMD) Keywords.
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>"d7cca20d-3de7-4df2-80bc-e319f7d45fb1"}) -Section.create({"id"=>22740, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3551, "modifiable"=>false, "versionable_id"=>"e373933f-bbd6-40a5-a0bd-74aade0a0789"}) -Question.create({"id"=>70001, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>22740, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ba6ff152-5b47-4b8d-aadd-cdcc31bdd127"}) -Annotation.create({"id"=>65845, "question_id"=>70001, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>"3a0cde46-8f69-4e1c-844c-976062a0d3fb"}) -Question.create({"id"=>70002, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>22740, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"57316b98-b809-4013-96e6-771ebf4df275"}) -Annotation.create({"id"=>65846, "question_id"=>70002, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>"4a732577-68b4-4eba-b1af-f045e7e906a0"}) -Question.create({"id"=>70003, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>22740, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f4d5b796-a2e3-4270-9e69-938a574bd8eb"}) -Annotation.create({"id"=>65847, "question_id"=>70003, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>"25285b93-30fb-4268-a56d-c5386f66ed76"}) -Section.create({"id"=>22741, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3551, "modifiable"=>false, "versionable_id"=>"d51c3b68-bff0-47fc-8986-365fb6caffbd"}) -Question.create({"id"=>70004, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>22741, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6894a485-ec1a-478e-acfe-1426bb7eff19"}) -Annotation.create({"id"=>65848, "question_id"=>70004, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>"68d7c3c6-ab26-4814-b894-27e0eb452d2e"}) -Question.create({"id"=>70005, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>22741, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9ae11c8f-232d-4e70-ae19-f178b4ba6280"}) -Annotation.create({"id"=>65849, "question_id"=>70005, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"68279813-f647-420a-9c1b-f77fa06d5b04"}) -Section.create({"id"=>22742, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3551, "modifiable"=>false, "versionable_id"=>"34ea498e-4b0d-4b28-8188-410ce1a0c816"}) -Question.create({"id"=>70006, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>22742, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b2d259f1-e630-4fe0-ad86-f79c44fa939d"}) -Annotation.create({"id"=>65850, "question_id"=>70006, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>"2975251a-8d83-4c86-bb33-cab2427f2bda"}) -Question.create({"id"=>70007, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>22742, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f9c385c6-075b-4502-bc08-3877ac5d6707"}) -Annotation.create({"id"=>65851, "question_id"=>70007, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>"6b679158-8b52-49e2-9d47-27ec30b0b892"}) -Question.create({"id"=>70008, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>22742, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"71590c31-8ab9-4a0f-8730-dcbda95e4285"}) -Annotation.create({"id"=>65852, "question_id"=>70008, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>"f7c3c30d-76bb-4b3c-aa89-b89e79328430"}) -Section.create({"id"=>22743, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3551, "modifiable"=>false, "versionable_id"=>"01f60403-fd2d-413c-b0d7-3ed260c63c9d"}) -Question.create({"id"=>70009, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>22743, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7d13021-4e8d-4d76-bb24-b7c59483b99e"}) -Annotation.create({"id"=>65853, "question_id"=>70009, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>"a2a59f33-d00c-4b15-88a8-04fd2add04cf"}) -Question.create({"id"=>70010, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>22743, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b9b1727e-4dfe-47fb-87e6-33af1072a781"}) -Annotation.create({"id"=>65854, "question_id"=>70010, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>"d3c2143c-f345-444d-afc8-ca7735ca3366"}) -Question.create({"id"=>70011, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>22743, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d9a79c64-16cf-487c-9931-49c4d04c5a15"}) -Annotation.create({"id"=>65855, "question_id"=>70011, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>"c8a3fa9c-bd78-4f96-9fff-c41aa52bc861"}) -Section.create({"id"=>22744, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3551, "modifiable"=>false, "versionable_id"=>"e371d419-eeb7-41fc-adcb-3cf5e2c59837"}) -Question.create({"id"=>70012, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>22744, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0624e7e3-a3d4-4c3a-a0f9-18a24e9c6a89"}) -Annotation.create({"id"=>65856, "question_id"=>70012, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>"5bef664c-cd6d-40e1-be67-3a4412e8cf98"}) -Question.create({"id"=>70013, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>22744, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7bd93db-135b-4948-91f5-8d60b7881a19"}) -Annotation.create({"id"=>65857, "question_id"=>70013, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>"e59976c2-543c-499a-8614-5b711b645bb1"}) -Question.create({"id"=>70014, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>22744, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"18be4a00-39ec-487f-a75d-b8f25764f19d"}) -Annotation.create({"id"=>65858, "question_id"=>70014, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"f944885d-b1e4-4f83-ba16-cda078909fec"}) -Template.create!({"id"=>3556, "title"=>"Portage CRDCN Template for Accessing Data from Research Data Centres", "description"=>"The Canadian Research Data Centre Network (CRDCN) template summarizes the data management that is conducted by Statistics Canada and the CRDCN on behalf of researchers. While there are some advantages to working inside the RDC for data management, there is also a substantial drawback: RDC data can never be deposited in a repository in accordance with the recommended best practices for research data management. Because of this, researchers should be mindful of other options to engage in best practices. In addition to ensuring that the RDC project folder is well documented, and consistent with the research output, researchers should curate a supporting data deposit at a recognized repository in their discipline or within the Federated Research Data Repository (FRDR) containing metadata, syntax (code that produces a statistical output), and any other supporting material for the research project.
\r\nThis template is for researchers who are doing RDC work using Statistics Canada data available in the RDC only (i.e. there is no supplemental data, public use statistics, or any other information that complements the RDC work). If your work is being conducted in the RDC in concert with other data that you either intend to bring into the RDC or work on outside the RDC in parallel to your RDC work, then the RDC and External Analysis template should be completed.
", "published"=>true, "org_id"=>43, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>1315485956, "family_id"=>1980202079, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3552, "title"=>"CRDCN Template for Accessing Data from Research Data Centres", "description"=>"This template is for researchers who are doing RDC work using Statistics Canada data available in the RDC only (i.e. there is no supplemental data, public use statistics, or any other information that complements the RDC work). If your work is being conducted in the RDC in concert with other data that you either intend to bring into the RDC or work on outside the RDC in parallel to your RDC work, then the RDC and External Analysis template should be completed.
", "number"=>1, "template_id"=>3556, "modifiable"=>false, "versionable_id"=>"3d9e83e3-cfa8-463b-84a1-78bb0d7ba287"}) -Section.create({"id"=>22745, "title"=>"Data Collection", "description"=>"All research conducted in the Research Data Centres (hereafter RDC), using Statistics Canada data exclusively, is secondary in nature. There is no data collection involved in this project. These data are owned and maintained by Statistics Canada with storage and access provided by the Canadian Research Data Centres Network.
\r\nRaw data in the RDC are stored in multiple formats including but not limited to .SAS (SAS), .dta (STATA), and .shp (shapefiles) as appropriate. The availability of StatTransfer™ software within the RDCs and continued management by Statistics Canada will ensure that the data will be accessible indefinitely should the file formats currently in use become obsolete.
\r\nThe data provided by Statistics Canada are assigned unique identifiers which can be used to identify the data in any research output.
", "number"=>1, "phase_id"=>3552, "modifiable"=>false, "versionable_id"=>"30afda1c-6465-43c7-b6d2-5ce2614dd57e"}) -Question.create({"id"=>70015, "text"=>"Which RDC datasets will be used in the research?", "default_value"=>nil, "number"=>1, "section_id"=>22745, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b6a61020-d71f-4dc5-804f-69b399c731ae"}) -Annotation.create({"id"=>65859, "question_id"=>70015, "org_id"=>8, "text"=>"The data source(s) for this project is/are the <<INSERT NAME OF SURVEYS/ADMINISTRATIVE RECORDS APPROVED>>. The current version(s) is/are: <<Record number>>.", "type"=>"example_answer", "versionable_id"=>"f91d8b3a-5396-450c-97c2-98d89d7ecec9"}) -Annotation.create({"id"=>65860, "question_id"=>70015, "org_id"=>8, "text"=>"The record number is available on Statistics Canada's website which can be accessed directly, or through our website: crdcn.org/data. E.g. Aboriginal People's Survey 2017 Record number:3250 https://www23.statcan.gc.ca/imdb/p2SV.pl?Function=getSurvey&SDDS=3250", "type"=>"guidance", "versionable_id"=>"ae0eaf61-4172-408a-916a-f893e10b89f4"}) -Section.create({"id"=>22746, "title"=>"Documentation and Metadata", "description"=>"Documentation provided by Statistics Canada in the RDC is available to any data-users. This documentation is freely available to those with approved projects, and contains information about the sample selection process, a copy of the questionnaire, and a codebook.
", "number"=>2, "phase_id"=>3552, "modifiable"=>false, "versionable_id"=>"0e450924-d1b2-4518-9d48-391c9b1bed71"}) -Question.create({"id"=>70016, "text"=>"What will you do to ensure that your research data contributions (syntax, output etc…) in your RDC project folder and (if applicable) your external analysis are properly documented, organized and accessible?", "default_value"=>nil, "number"=>1, "section_id"=>22746, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"7a6c4601-6c9b-4d9f-a77a-d7b9246c687c"}) -Annotation.create({"id"=>65861, "question_id"=>70016, "org_id"=>8, "text"=>"Syntax: Any code used by the researcher to transform the raw data into the research results. This most commonly includes, but is not limited to, .do (Stata) files, .sas (SAS) files, and .r (R) R code.
", "type"=>"guidance", "versionable_id"=>"786ea364-31bd-4160-a794-e81c1a02e14a"}) -Question.create({"id"=>70017, "text"=>"How will you make sure that the syntax archived in your project folder is created consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>22746, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"e39530d5-9ad5-4d35-87d3-6f7b7a003f85"}) -Question.create({"id"=>70018, "text"=>"Some metadata is available by contacting the RDC analyst. Is the metadata for the data to be used in your analysis available outside of the RDC? Please provide the information about the availability of the metadata for your project here.", "default_value"=>nil, "number"=>3, "section_id"=>22746, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"cb453d78-0b94-4008-9ed7-e80f7af374b2"}) -Annotation.create({"id"=>65862, "question_id"=>70018, "org_id"=>8, "text"=>"You can consult your analyst to learn more about the availability of metadata for your proposed dataset. In some cases, the codebooks contain confidential information (quantiles with small numbers of individuals identified etc.). and cannot be made available.", "type"=>"guidance", "versionable_id"=>"337cc82e-bc7f-4fe0-92ef-44cc61a0975c"}) -Section.create({"id"=>22747, "title"=>"Storage and Backup", "description"=>"Data storage is managed by the CRDCN in partnership with Statistics Canada on Servers located across the network. The current policy of the CRDCN is to store project data (syntax, releases, and anything else stored in the project folder) for ten years. Data are backed up on site and accessible through a highly secured network from any of the other RDC locations.
", "number"=>3, "phase_id"=>3552, "modifiable"=>false, "versionable_id"=>"5561e7cb-3805-45d5-a8a4-b29c4e82c03a"}) -Question.create({"id"=>70019, "text"=>"Please confirm you are using Statistics Canada data available in the RDC.
", "default_value"=>nil, "number"=>1, "section_id"=>22747, "question_format_id"=>3, "option_comment_display"=>false, "modifiable"=>false, "versionable_id"=>"14e94737-c708-4318-8c63-754e36e0b91c"}) -QuestionOption.create({"id"=>393, "question_id"=>70019, "text"=>"Yes", "number"=>1, "is_default"=>true, "versionable_id"=>"81734366-3316-4982-a9c2-1b040b1aceb0"}) -QuestionOption.create({"id"=>394, "question_id"=>70019, "text"=>"No", "number"=>2, "is_default"=>false, "versionable_id"=>"6bae1db5-30d4-40b2-b451-fcaccb011ae1"}) -Section.create({"id"=>22748, "title"=>"Preservation", "description"=>"The work conducted in the RDC for this project is kept based on the Contract ID provided by the RDC program which can be used by anyone on the project team to retrieve the code and supporting documents for a period of 10 years as described above in “Storage and Backup”. Raw data that is the property of Statistics Canada, i.e. RDC data are permanently stored by Statistics Canada, but can never be released to the researcher. Researchers can also preserve all user-generated RDC research data that meets the criteria for release through a vetting request via a repository such as FRDR (though it is again emphasized that the raw RDC data cannot be shared). Best practices for reproducible work require indefinite preservation of research data (so in the case of RDC research, this means metadata, syntax, methodology).
", "number"=>4, "phase_id"=>3552, "modifiable"=>false, "versionable_id"=>"75ff3601-8f80-4d0f-857c-fc25687f6764"}) -Question.create({"id"=>70020, "text"=>"Will you deposit your syntax and other research data in a repository to host your syntax files publicly? If so, please describe here:", "default_value"=>nil, "number"=>1, "section_id"=>22748, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"44d66491-10f1-490b-aafb-817e51f11762"}) -Question.create({"id"=>70021, "text"=>"Is there any other preservation that will be done as part of this research project? If so, please describe here.
", "default_value"=>nil, "number"=>2, "section_id"=>22748, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9c3b255c-f24a-47b1-b440-ae2472dc7874"}) -Section.create({"id"=>22749, "title"=>"Sharing and Reuse", "description"=>"Because the Statistics Canada Microdata files are collected under assurances of confidentiality and are owned and controlled by Statistics Canada, they cannot be shared by any member of the research team.
\r\nAccess to the data in the RDCs is governed by the CRDCN's Access and Fee-for-service policy in English or French. The policy provides free access to university-based researchers who are network members and provides access to others on a cost-recovery basis.
\r\nThe CRDCN and Statistics Canada promote their data holdings through social media and their respective websites. In addition, CRDCN data are required to be cited in any and all publications with the Statistics Canada Record Number so that readers are able to find the data. In addition, all publications using RDC data should include the RDC contract ID so that potential users can find information on the original contract. This information is available on the CRDCN website (crdcn.org/publications).
", "number"=>5, "phase_id"=>3552, "modifiable"=>false, "versionable_id"=>"d016456a-5106-4f0d-ad94-dee7b42f8017"}) -Question.create({"id"=>70022, "text"=>"If you feel there are any additional sharing and reuse concerns related to your project please describe them here:", "default_value"=>nil, "number"=>1, "section_id"=>22749, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"216a2127-db44-45cc-b457-47de04cf4c8b"}) -Section.create({"id"=>22750, "title"=>"Responsibilities and Resources", "description"=>"The CRDCN and Statistics Canada will maintain the research data even if the researcher leaves their organization.
\r\nCRDCN enjoys the support of CIHR, SSHRC and CFI as well as receiving funds from the partner universities. There is no charge to the users of the RDCs for the data management conducted under the auspices of CRDCN and Statistics Canada as described within this DMP.
\r\nCRDCN does not employ consistency checking to ensure that the code provided alongside requests for research results to be released from the secure facility truly creates the output as requested. The responsibility for ensuring that the code and documents describing their use work as intended and are clear to other users who might access them lies with the researchers in the RDC. The CRDCN has a mechanism to ensure that the code is saved alongside all of the research output used to support the conclusions of any published works.
", "number"=>6, "phase_id"=>3552, "modifiable"=>false, "versionable_id"=>"094e7e5a-5a17-4cd4-9ee3-a83410cf9615"}) -Question.create({"id"=>70023, "text"=>"In addition to the data management employed by Statistics Canada, it is possible for researchers to have research output that does not contain confidential data, including tables, syntax and other information, released from the RDC where it could be curated in a repository of the researcher’s choosing as described in question 5. If you plan to do any supplemental storage or curation of your research data, please comment on where the responsibility for curation and maintenance of the archive resides.
\r\nWill any resources be required for this curation and maintenance? If so, please estimate the overall data management costs.
", "default_value"=>nil, "number"=>1, "section_id"=>22750, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"fcc2bc79-e43d-4ee8-a5a9-2399fd452186"}) -Annotation.create({"id"=>65863, "question_id"=>70023, "org_id"=>8, "text"=>"A tool provided by OpenAIRE can help researchers estimate the cost of research data management: https://www.openaire.eu/how-to-comply-to-h2020-mandates-rdm-costs.
", "type"=>"guidance", "versionable_id"=>"f480ab21-743f-443d-8ba9-41e8f313f3a0"}) -Section.create({"id"=>22751, "title"=>"Ethics and Legal Compliance", "description"=>"Any users of the RDC must be 'deemed employees' of Statistics Canada. To become a deemed employee, the Treasury Board mandates a security clearance process including a criminal background check, credit check and fingerprinting. Approval for access to data requires a peer-review process of a research proposal and an institutional review at Statistics Canada. In cases where a researcher’s scholarly work has been assessed through the tenure review process, they are considered peer-review pre-approved and only the institutional review is required.
\r\nOnce a researcher is granted access to the RDC they must take an Oath of Secrecy – promising never to disclose confidential data. Criminal penalties can apply under the Statistics Act for violations of this oath.
\r\nIntellectual property for work done within the RDC becomes property of Statistics Canada including code used to manipulate data. The collection and dissemination of, and access to, confidential microdata is conducted under the Statistics Act and complies with all legal requirements. The confidential microdata for this project cannot be shared, posted, or copied. Access to the data is available through the RDC program. More information on how to access data is available here in English or French.
\r\nIn general, research ethics clearance is not required for research conducted in the RDC. A statement from the CRDCN on the topic is available here in English or French.
", "number"=>7, "phase_id"=>3552, "modifiable"=>false, "versionable_id"=>"517137f4-c725-4c4b-8213-6bd3dc009364"}) -Question.create({"id"=>70024, "text"=>"If you feel there are any additional legal or ethical requirements for your project please describe them here.", "default_value"=>nil, "number"=>1, "section_id"=>22751, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"e8c3fcf7-621d-4889-a5d0-235553023f4f"}) -Template.create!({"id"=>3557, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.
", "published"=>true, "org_id"=>12, "locale"=>"en-CA", "is_default"=>false, "version"=>2, "visibility"=>"organisationally_visible", "customization_of"=>878086536, "family_id"=>1834510875, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3553, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3557, "modifiable"=>false, "versionable_id"=>"061b1c99-eb12-4550-be0b-445b1b77fe79"}) -Section.create({"id"=>22752, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3553, "modifiable"=>false, "versionable_id"=>"a9f6cae1-7d62-4959-ab4f-40d968550b5b"}) -Question.create({"id"=>70025, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>22752, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ce1a261f-1b7d-453f-8fd0-669685be1fa0"}) -Annotation.create({"id"=>65864, "question_id"=>70025, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>"91c8604b-655b-47cd-b394-45b75f5dfc5d"}) -Question.create({"id"=>70026, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>22752, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1849c3af-003d-49a6-82d0-7e84a31cc34d"}) -Annotation.create({"id"=>63321, "question_id"=>70026, "org_id"=>12, "text"=>"| \r\n For more information on file formats, see Concordia Library’s Research data management guide. \r\n | \r\n
Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"d985ddbc-534b-437d-bfed-0ef36b6adef9"}) -Question.create({"id"=>70027, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>22752, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"aa6e7a0e-0618-412d-96d5-33229db0a7ae"}) -Annotation.create({"id"=>65866, "question_id"=>70027, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"c1018711-100c-48ee-b20a-324ebe06fc60"}) -Section.create({"id"=>22753, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3553, "modifiable"=>false, "versionable_id"=>"232dc857-e0a6-4f21-ab49-5fc1b774f47e"}) -Question.create({"id"=>70028, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>22753, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"699da8a5-cf78-47d7-afc1-8e34361ba151"}) -Annotation.create({"id"=>65867, "question_id"=>70028, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>"ac58f884-5082-4155-aaa1-cfb3bf105ae1"}) -Question.create({"id"=>70029, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>22753, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b8eb5119-07a6-4d55-a1d2-ae56f31d3303"}) -Annotation.create({"id"=>65868, "question_id"=>70029, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>"a82bbe4d-2e23-4acb-991b-69b79d5ba5c9"}) -Question.create({"id"=>70030, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.
", "default_value"=>nil, "number"=>3, "section_id"=>22753, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9764c800-f963-4427-b27c-b145af948397"}) -Annotation.create({"id"=>63326, "question_id"=>70030, "org_id"=>12, "text"=>"| \r\n For more information on metadata standards, see Concordia Library’s Research data management guide \r\n | \r\n
There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
\r\nDataset documentation may also include a controlled vocabulary, which is a standardized list of terminology for describing information. Examples of controlled vocabularies include the Library of Congress Subject Headings (LCSH) or NASA’s Global Change Master Directory (GCMD) Keywords.
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>"d7cca20d-3de7-4df2-80bc-e319f7d45fb1"}) -Section.create({"id"=>22754, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3553, "modifiable"=>false, "versionable_id"=>"e373933f-bbd6-40a5-a0bd-74aade0a0789"}) -Question.create({"id"=>70031, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>22754, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ba6ff152-5b47-4b8d-aadd-cdcc31bdd127"}) -Annotation.create({"id"=>63328, "question_id"=>70031, "org_id"=>12, "text"=>"For assistance with IT requirements definition and IT infrastructure & solutions review or for help regarding business case preparation for new investment in IT infrastructure for researchers, please contact the Concordia IT Research Support Team.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>65870, "question_id"=>70031, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>"3a0cde46-8f69-4e1c-844c-976062a0d3fb"}) -Question.create({"id"=>70032, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>22754, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"57316b98-b809-4013-96e6-771ebf4df275"}) -Annotation.create({"id"=>63330, "question_id"=>70032, "org_id"=>12, "text"=>"For more information on data storage and backup, see Concordia Library’s Research data management guide.
\r\nFor assistance with data storage and backup, please contact Concordia's IT Research Support Team.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>65871, "question_id"=>70032, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>"4a732577-68b4-4eba-b1af-f045e7e906a0"}) -Question.create({"id"=>70033, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>22754, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f4d5b796-a2e3-4270-9e69-938a574bd8eb"}) -Annotation.create({"id"=>63332, "question_id"=>70033, "org_id"=>12, "text"=>"| \r\n Datasets containing sensitive data or data files larger than 15MB should not be transferred via email. \r\nPlease contact Concordia's IT Research Support Team for the exchange of files with external organizations or for assistance with other issues related to network services (connectivity with other external research centers or for high capacity, high volume data transfers). \r\n | \r\n
An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>"25285b93-30fb-4268-a56d-c5386f66ed76"}) -Section.create({"id"=>22755, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3553, "modifiable"=>false, "versionable_id"=>"d51c3b68-bff0-47fc-8986-365fb6caffbd"}) -Question.create({"id"=>70034, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>22755, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6894a485-ec1a-478e-acfe-1426bb7eff19"}) -Annotation.create({"id"=>63334, "question_id"=>70034, "org_id"=>12, "text"=>"For more information on data archiving options, see Concordia Library’s Research data management guide.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>65873, "question_id"=>70034, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>"68d7c3c6-ab26-4814-b894-27e0eb452d2e"}) -Question.create({"id"=>70035, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>22755, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9ae11c8f-232d-4e70-ae19-f178b4ba6280"}) -Annotation.create({"id"=>65874, "question_id"=>70035, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"68279813-f647-420a-9c1b-f77fa06d5b04"}) -Section.create({"id"=>22756, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3553, "modifiable"=>false, "versionable_id"=>"34ea498e-4b0d-4b28-8188-410ce1a0c816"}) -Question.create({"id"=>70036, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>22756, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b2d259f1-e630-4fe0-ad86-f79c44fa939d"}) -Annotation.create({"id"=>65875, "question_id"=>70036, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>"2975251a-8d83-4c86-bb33-cab2427f2bda"}) -Question.create({"id"=>70037, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>22756, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f9c385c6-075b-4502-bc08-3877ac5d6707"}) -Annotation.create({"id"=>63338, "question_id"=>70037, "org_id"=>12, "text"=>"| \r\n For more information, please contact copyright.questions@concordia.ca \r\n | \r\n
Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>"6b679158-8b52-49e2-9d47-27ec30b0b892"}) -Question.create({"id"=>70038, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>22756, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"71590c31-8ab9-4a0f-8730-dcbda95e4285"}) -Annotation.create({"id"=>65877, "question_id"=>70038, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>"f7c3c30d-76bb-4b3c-aa89-b89e79328430"}) -Section.create({"id"=>22757, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3553, "modifiable"=>false, "versionable_id"=>"01f60403-fd2d-413c-b0d7-3ed260c63c9d"}) -Question.create({"id"=>70039, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>22757, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7d13021-4e8d-4d76-bb24-b7c59483b99e"}) -Annotation.create({"id"=>65878, "question_id"=>70039, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>"a2a59f33-d00c-4b15-88a8-04fd2add04cf"}) -Question.create({"id"=>70040, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>22757, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b9b1727e-4dfe-47fb-87e6-33af1072a781"}) -Annotation.create({"id"=>65879, "question_id"=>70040, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>"d3c2143c-f345-444d-afc8-ca7735ca3366"}) -Question.create({"id"=>70041, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>22757, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d9a79c64-16cf-487c-9931-49c4d04c5a15"}) -Annotation.create({"id"=>63343, "question_id"=>70041, "org_id"=>12, "text"=>"| \r\n Although there are no absolute rules to determine the cost of data curation, some guidelines and tools have been developed to help researchers estimate these costs. See for instance the information and tool provided by the UK Data Service. \r\nAnother version of this tool, with examples of actual costs (in Euros), was developed by librarians and IT staff at Utrecht University. \r\nFor assistance with IT requirements definition and IT infrastructure & solutions review or for help regarding business case preparation for new investment in IT infrastructure for researchers, please contact Concordia's IT Research Support Team. \r\n | \r\n
This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>"c8a3fa9c-bd78-4f96-9fff-c41aa52bc861"}) -Section.create({"id"=>22758, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3553, "modifiable"=>false, "versionable_id"=>"e371d419-eeb7-41fc-adcb-3cf5e2c59837"}) -Question.create({"id"=>70042, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>22758, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0624e7e3-a3d4-4c3a-a0f9-18a24e9c6a89"}) -Annotation.create({"id"=>63345, "question_id"=>70042, "org_id"=>12, "text"=>"The answer to this question must be in line with Concordia University’s Policy for the Ethical Review of Research Involving Human Participants.
\r\nThe information provided here may be useful in completing section 13 (confidentiality, access, and storage) of the Summary Protocol Form (SPF) for research involving human participants.
\r\nFor technical assistance, please contact Concordia's IT Research Support Team.
\r\nFor questions concerning ethics, Concordia's Office of Research.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>65881, "question_id"=>70042, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>"5bef664c-cd6d-40e1-be67-3a4412e8cf98"}) -Question.create({"id"=>70043, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>22758, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7bd93db-135b-4948-91f5-8d60b7881a19"}) -Annotation.create({"id"=>63347, "question_id"=>70043, "org_id"=>12, "text"=>"The information provided here may also be useful in completing section 13 (confidentiality, access, and storage) of the Summary Protocol Form (SPF) for research involving human participants.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>65882, "question_id"=>70043, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>"e59976c2-543c-499a-8614-5b711b645bb1"}) -Question.create({"id"=>70044, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>22758, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"18be4a00-39ec-487f-a75d-b8f25764f19d"}) -Annotation.create({"id"=>63349, "question_id"=>70044, "org_id"=>12, "text"=>"| \r\n Concordia University researchers must abide by the University’s policies related to research. \r\nIntellectual property issues at Concordia University are governed by the Policy on Intellectual Property (VPRGS-9) as well as CUFA and CUPFA collective agreements. \r\nFor more information on intellectual property or copyright issues, please contact copyright.questions@concordia.ca \r\nFor more information on research ethics please contact Concordia's Office of Research. \r\n | \r\n
Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"f944885d-b1e4-4f83-ba16-cda078909fec"}) -Template.create!({"id"=>3558, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.
", "published"=>true, "org_id"=>42, "locale"=>"en-CA", "is_default"=>false, "version"=>2, "visibility"=>"organisationally_visible", "customization_of"=>878086536, "family_id"=>1922380804, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3554, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3558, "modifiable"=>false, "versionable_id"=>"061b1c99-eb12-4550-be0b-445b1b77fe79"}) -Section.create({"id"=>22759, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3554, "modifiable"=>false, "versionable_id"=>"a9f6cae1-7d62-4959-ab4f-40d968550b5b"}) -Question.create({"id"=>70045, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>22759, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ce1a261f-1b7d-453f-8fd0-669685be1fa0"}) -Annotation.create({"id"=>65884, "question_id"=>70045, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>"91c8604b-655b-47cd-b394-45b75f5dfc5d"}) -Question.create({"id"=>70046, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>22759, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1849c3af-003d-49a6-82d0-7e84a31cc34d"}) -Annotation.create({"id"=>65885, "question_id"=>70046, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"d985ddbc-534b-437d-bfed-0ef36b6adef9"}) -Question.create({"id"=>70047, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>22759, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"aa6e7a0e-0618-412d-96d5-33229db0a7ae"}) -Annotation.create({"id"=>65886, "question_id"=>70047, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"c1018711-100c-48ee-b20a-324ebe06fc60"}) -Section.create({"id"=>22760, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3554, "modifiable"=>false, "versionable_id"=>"232dc857-e0a6-4f21-ab49-5fc1b774f47e"}) -Question.create({"id"=>70048, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>22760, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"699da8a5-cf78-47d7-afc1-8e34361ba151"}) -Annotation.create({"id"=>65887, "question_id"=>70048, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>"ac58f884-5082-4155-aaa1-cfb3bf105ae1"}) -Question.create({"id"=>70049, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>22760, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b8eb5119-07a6-4d55-a1d2-ae56f31d3303"}) -Annotation.create({"id"=>65888, "question_id"=>70049, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>"a82bbe4d-2e23-4acb-991b-69b79d5ba5c9"}) -Question.create({"id"=>70050, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.
", "default_value"=>nil, "number"=>3, "section_id"=>22760, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9764c800-f963-4427-b27c-b145af948397"}) -Annotation.create({"id"=>65889, "question_id"=>70050, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
\r\nDataset documentation may also include a controlled vocabulary, which is a standardized list of terminology for describing information. Examples of controlled vocabularies include the Library of Congress Subject Headings (LCSH) or NASA’s Global Change Master Directory (GCMD) Keywords.
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>"d7cca20d-3de7-4df2-80bc-e319f7d45fb1"}) -Section.create({"id"=>22761, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3554, "modifiable"=>false, "versionable_id"=>"e373933f-bbd6-40a5-a0bd-74aade0a0789"}) -Question.create({"id"=>70051, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>22761, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ba6ff152-5b47-4b8d-aadd-cdcc31bdd127"}) -Annotation.create({"id"=>65890, "question_id"=>70051, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>"3a0cde46-8f69-4e1c-844c-976062a0d3fb"}) -Question.create({"id"=>70052, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>22761, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"57316b98-b809-4013-96e6-771ebf4df275"}) -Annotation.create({"id"=>65891, "question_id"=>70052, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>"4a732577-68b4-4eba-b1af-f045e7e906a0"}) -Question.create({"id"=>70053, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>22761, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f4d5b796-a2e3-4270-9e69-938a574bd8eb"}) -Annotation.create({"id"=>65892, "question_id"=>70053, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>"25285b93-30fb-4268-a56d-c5386f66ed76"}) -Section.create({"id"=>22762, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3554, "modifiable"=>false, "versionable_id"=>"d51c3b68-bff0-47fc-8986-365fb6caffbd"}) -Question.create({"id"=>70054, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>22762, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6894a485-ec1a-478e-acfe-1426bb7eff19"}) -Annotation.create({"id"=>65893, "question_id"=>70054, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>"68d7c3c6-ab26-4814-b894-27e0eb452d2e"}) -Question.create({"id"=>70055, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>22762, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9ae11c8f-232d-4e70-ae19-f178b4ba6280"}) -Annotation.create({"id"=>65894, "question_id"=>70055, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"68279813-f647-420a-9c1b-f77fa06d5b04"}) -Section.create({"id"=>22763, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3554, "modifiable"=>false, "versionable_id"=>"34ea498e-4b0d-4b28-8188-410ce1a0c816"}) -Question.create({"id"=>70056, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>22763, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b2d259f1-e630-4fe0-ad86-f79c44fa939d"}) -Annotation.create({"id"=>65895, "question_id"=>70056, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>"2975251a-8d83-4c86-bb33-cab2427f2bda"}) -Question.create({"id"=>70057, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>22763, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f9c385c6-075b-4502-bc08-3877ac5d6707"}) -Annotation.create({"id"=>65896, "question_id"=>70057, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>"6b679158-8b52-49e2-9d47-27ec30b0b892"}) -Question.create({"id"=>70058, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>22763, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"71590c31-8ab9-4a0f-8730-dcbda95e4285"}) -Annotation.create({"id"=>65897, "question_id"=>70058, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>"f7c3c30d-76bb-4b3c-aa89-b89e79328430"}) -Section.create({"id"=>22764, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3554, "modifiable"=>false, "versionable_id"=>"01f60403-fd2d-413c-b0d7-3ed260c63c9d"}) -Question.create({"id"=>70059, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>22764, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7d13021-4e8d-4d76-bb24-b7c59483b99e"}) -Annotation.create({"id"=>65898, "question_id"=>70059, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>"a2a59f33-d00c-4b15-88a8-04fd2add04cf"}) -Question.create({"id"=>70060, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>22764, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b9b1727e-4dfe-47fb-87e6-33af1072a781"}) -Annotation.create({"id"=>65899, "question_id"=>70060, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>"d3c2143c-f345-444d-afc8-ca7735ca3366"}) -Question.create({"id"=>70061, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>22764, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d9a79c64-16cf-487c-9931-49c4d04c5a15"}) -Annotation.create({"id"=>65900, "question_id"=>70061, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>"c8a3fa9c-bd78-4f96-9fff-c41aa52bc861"}) -Section.create({"id"=>22765, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3554, "modifiable"=>false, "versionable_id"=>"e371d419-eeb7-41fc-adcb-3cf5e2c59837"}) -Question.create({"id"=>70062, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>22765, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0624e7e3-a3d4-4c3a-a0f9-18a24e9c6a89"}) -Annotation.create({"id"=>65901, "question_id"=>70062, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>"5bef664c-cd6d-40e1-be67-3a4412e8cf98"}) -Question.create({"id"=>70063, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>22765, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7bd93db-135b-4948-91f5-8d60b7881a19"}) -Annotation.create({"id"=>65902, "question_id"=>70063, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>"e59976c2-543c-499a-8614-5b711b645bb1"}) -Question.create({"id"=>70064, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>22765, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"18be4a00-39ec-487f-a75d-b8f25764f19d"}) -Annotation.create({"id"=>65903, "question_id"=>70064, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"f944885d-b1e4-4f83-ba16-cda078909fec"}) -Template.create!({"id"=>3559, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.
", "published"=>true, "org_id"=>50, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>878086536, "family_id"=>1976664202, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3555, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3559, "modifiable"=>false, "versionable_id"=>"061b1c99-eb12-4550-be0b-445b1b77fe79"}) -Section.create({"id"=>22766, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3555, "modifiable"=>false, "versionable_id"=>"a9f6cae1-7d62-4959-ab4f-40d968550b5b"}) -Question.create({"id"=>70065, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>22766, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ce1a261f-1b7d-453f-8fd0-669685be1fa0"}) -Annotation.create({"id"=>65904, "question_id"=>70065, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>"91c8604b-655b-47cd-b394-45b75f5dfc5d"}) -Question.create({"id"=>70066, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>22766, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1849c3af-003d-49a6-82d0-7e84a31cc34d"}) -Annotation.create({"id"=>65905, "question_id"=>70066, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"d985ddbc-534b-437d-bfed-0ef36b6adef9"}) -Question.create({"id"=>70067, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>22766, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"aa6e7a0e-0618-412d-96d5-33229db0a7ae"}) -Annotation.create({"id"=>65906, "question_id"=>70067, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"c1018711-100c-48ee-b20a-324ebe06fc60"}) -Section.create({"id"=>22767, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3555, "modifiable"=>false, "versionable_id"=>"232dc857-e0a6-4f21-ab49-5fc1b774f47e"}) -Question.create({"id"=>70068, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>22767, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"699da8a5-cf78-47d7-afc1-8e34361ba151"}) -Annotation.create({"id"=>65907, "question_id"=>70068, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>"ac58f884-5082-4155-aaa1-cfb3bf105ae1"}) -Question.create({"id"=>70069, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>22767, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b8eb5119-07a6-4d55-a1d2-ae56f31d3303"}) -Annotation.create({"id"=>65908, "question_id"=>70069, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>"a82bbe4d-2e23-4acb-991b-69b79d5ba5c9"}) -Question.create({"id"=>70070, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.
", "default_value"=>nil, "number"=>3, "section_id"=>22767, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9764c800-f963-4427-b27c-b145af948397"}) -Annotation.create({"id"=>65909, "question_id"=>70070, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
\r\nDataset documentation may also include a controlled vocabulary, which is a standardized list of terminology for describing information. Examples of controlled vocabularies include the Library of Congress Subject Headings (LCSH) or NASA’s Global Change Master Directory (GCMD) Keywords.
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>"d7cca20d-3de7-4df2-80bc-e319f7d45fb1"}) -Section.create({"id"=>22768, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3555, "modifiable"=>false, "versionable_id"=>"e373933f-bbd6-40a5-a0bd-74aade0a0789"}) -Question.create({"id"=>70071, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>22768, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ba6ff152-5b47-4b8d-aadd-cdcc31bdd127"}) -Annotation.create({"id"=>65910, "question_id"=>70071, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>"3a0cde46-8f69-4e1c-844c-976062a0d3fb"}) -Question.create({"id"=>70072, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>22768, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"57316b98-b809-4013-96e6-771ebf4df275"}) -Annotation.create({"id"=>65911, "question_id"=>70072, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>"4a732577-68b4-4eba-b1af-f045e7e906a0"}) -Question.create({"id"=>70073, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>22768, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f4d5b796-a2e3-4270-9e69-938a574bd8eb"}) -Annotation.create({"id"=>65912, "question_id"=>70073, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>"25285b93-30fb-4268-a56d-c5386f66ed76"}) -Section.create({"id"=>22769, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3555, "modifiable"=>false, "versionable_id"=>"d51c3b68-bff0-47fc-8986-365fb6caffbd"}) -Question.create({"id"=>70074, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>22769, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6894a485-ec1a-478e-acfe-1426bb7eff19"}) -Annotation.create({"id"=>65913, "question_id"=>70074, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>"68d7c3c6-ab26-4814-b894-27e0eb452d2e"}) -Question.create({"id"=>70075, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>22769, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9ae11c8f-232d-4e70-ae19-f178b4ba6280"}) -Annotation.create({"id"=>65914, "question_id"=>70075, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"68279813-f647-420a-9c1b-f77fa06d5b04"}) -Section.create({"id"=>22770, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3555, "modifiable"=>false, "versionable_id"=>"34ea498e-4b0d-4b28-8188-410ce1a0c816"}) -Question.create({"id"=>70076, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>22770, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b2d259f1-e630-4fe0-ad86-f79c44fa939d"}) -Annotation.create({"id"=>65915, "question_id"=>70076, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>"2975251a-8d83-4c86-bb33-cab2427f2bda"}) -Question.create({"id"=>70077, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>22770, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f9c385c6-075b-4502-bc08-3877ac5d6707"}) -Annotation.create({"id"=>65916, "question_id"=>70077, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>"6b679158-8b52-49e2-9d47-27ec30b0b892"}) -Question.create({"id"=>70078, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>22770, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"71590c31-8ab9-4a0f-8730-dcbda95e4285"}) -Annotation.create({"id"=>65917, "question_id"=>70078, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>"f7c3c30d-76bb-4b3c-aa89-b89e79328430"}) -Section.create({"id"=>22771, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3555, "modifiable"=>false, "versionable_id"=>"01f60403-fd2d-413c-b0d7-3ed260c63c9d"}) -Question.create({"id"=>70079, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>22771, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7d13021-4e8d-4d76-bb24-b7c59483b99e"}) -Annotation.create({"id"=>65918, "question_id"=>70079, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>"a2a59f33-d00c-4b15-88a8-04fd2add04cf"}) -Question.create({"id"=>70080, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>22771, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b9b1727e-4dfe-47fb-87e6-33af1072a781"}) -Annotation.create({"id"=>65919, "question_id"=>70080, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>"d3c2143c-f345-444d-afc8-ca7735ca3366"}) -Question.create({"id"=>70081, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>22771, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d9a79c64-16cf-487c-9931-49c4d04c5a15"}) -Annotation.create({"id"=>65920, "question_id"=>70081, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>"c8a3fa9c-bd78-4f96-9fff-c41aa52bc861"}) -Section.create({"id"=>22772, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3555, "modifiable"=>false, "versionable_id"=>"e371d419-eeb7-41fc-adcb-3cf5e2c59837"}) -Question.create({"id"=>70082, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>22772, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0624e7e3-a3d4-4c3a-a0f9-18a24e9c6a89"}) -Annotation.create({"id"=>65921, "question_id"=>70082, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>"5bef664c-cd6d-40e1-be67-3a4412e8cf98"}) -Question.create({"id"=>70083, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>22772, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7bd93db-135b-4948-91f5-8d60b7881a19"}) -Annotation.create({"id"=>65922, "question_id"=>70083, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>"e59976c2-543c-499a-8614-5b711b645bb1"}) -Question.create({"id"=>70084, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>22772, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"18be4a00-39ec-487f-a75d-b8f25764f19d"}) -Annotation.create({"id"=>65923, "question_id"=>70084, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"f944885d-b1e4-4f83-ba16-cda078909fec"}) -Template.create!({"id"=>3560, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.
", "published"=>true, "org_id"=>40, "locale"=>"en-CA", "is_default"=>false, "version"=>1, "visibility"=>"organisationally_visible", "customization_of"=>878086536, "family_id"=>1403950738, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3556, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3560, "modifiable"=>false, "versionable_id"=>"061b1c99-eb12-4550-be0b-445b1b77fe79"}) -Section.create({"id"=>22773, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3556, "modifiable"=>false, "versionable_id"=>"a9f6cae1-7d62-4959-ab4f-40d968550b5b"}) -Question.create({"id"=>70085, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>22773, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ce1a261f-1b7d-453f-8fd0-669685be1fa0"}) -Annotation.create({"id"=>65924, "question_id"=>70085, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>"91c8604b-655b-47cd-b394-45b75f5dfc5d"}) -Question.create({"id"=>70086, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>22773, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1849c3af-003d-49a6-82d0-7e84a31cc34d"}) -Annotation.create({"id"=>65925, "question_id"=>70086, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"d985ddbc-534b-437d-bfed-0ef36b6adef9"}) -Question.create({"id"=>70087, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>22773, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"aa6e7a0e-0618-412d-96d5-33229db0a7ae"}) -Annotation.create({"id"=>65926, "question_id"=>70087, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"c1018711-100c-48ee-b20a-324ebe06fc60"}) -Section.create({"id"=>22774, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3556, "modifiable"=>false, "versionable_id"=>"232dc857-e0a6-4f21-ab49-5fc1b774f47e"}) -Question.create({"id"=>70088, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>22774, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"699da8a5-cf78-47d7-afc1-8e34361ba151"}) -Annotation.create({"id"=>65927, "question_id"=>70088, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>"ac58f884-5082-4155-aaa1-cfb3bf105ae1"}) -Question.create({"id"=>70089, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>22774, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b8eb5119-07a6-4d55-a1d2-ae56f31d3303"}) -Annotation.create({"id"=>65928, "question_id"=>70089, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>"a82bbe4d-2e23-4acb-991b-69b79d5ba5c9"}) -Question.create({"id"=>70090, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.
", "default_value"=>nil, "number"=>3, "section_id"=>22774, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9764c800-f963-4427-b27c-b145af948397"}) -Annotation.create({"id"=>65929, "question_id"=>70090, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
\r\nDataset documentation may also include a controlled vocabulary, which is a standardized list of terminology for describing information. Examples of controlled vocabularies include the Library of Congress Subject Headings (LCSH) or NASA’s Global Change Master Directory (GCMD) Keywords.
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>"d7cca20d-3de7-4df2-80bc-e319f7d45fb1"}) -Section.create({"id"=>22775, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3556, "modifiable"=>false, "versionable_id"=>"e373933f-bbd6-40a5-a0bd-74aade0a0789"}) -Question.create({"id"=>70091, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>22775, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ba6ff152-5b47-4b8d-aadd-cdcc31bdd127"}) -Annotation.create({"id"=>65930, "question_id"=>70091, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>"3a0cde46-8f69-4e1c-844c-976062a0d3fb"}) -Question.create({"id"=>70092, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>22775, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"57316b98-b809-4013-96e6-771ebf4df275"}) -Annotation.create({"id"=>65931, "question_id"=>70092, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>"4a732577-68b4-4eba-b1af-f045e7e906a0"}) -Question.create({"id"=>70093, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>22775, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f4d5b796-a2e3-4270-9e69-938a574bd8eb"}) -Annotation.create({"id"=>65932, "question_id"=>70093, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>"25285b93-30fb-4268-a56d-c5386f66ed76"}) -Section.create({"id"=>22776, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3556, "modifiable"=>false, "versionable_id"=>"d51c3b68-bff0-47fc-8986-365fb6caffbd"}) -Question.create({"id"=>70094, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>22776, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6894a485-ec1a-478e-acfe-1426bb7eff19"}) -Annotation.create({"id"=>65933, "question_id"=>70094, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>"68d7c3c6-ab26-4814-b894-27e0eb452d2e"}) -Question.create({"id"=>70095, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>22776, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9ae11c8f-232d-4e70-ae19-f178b4ba6280"}) -Annotation.create({"id"=>65934, "question_id"=>70095, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"68279813-f647-420a-9c1b-f77fa06d5b04"}) -Section.create({"id"=>22777, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3556, "modifiable"=>false, "versionable_id"=>"34ea498e-4b0d-4b28-8188-410ce1a0c816"}) -Question.create({"id"=>70096, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>22777, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b2d259f1-e630-4fe0-ad86-f79c44fa939d"}) -Annotation.create({"id"=>65935, "question_id"=>70096, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>"2975251a-8d83-4c86-bb33-cab2427f2bda"}) -Question.create({"id"=>70097, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>22777, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f9c385c6-075b-4502-bc08-3877ac5d6707"}) -Annotation.create({"id"=>65936, "question_id"=>70097, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>"6b679158-8b52-49e2-9d47-27ec30b0b892"}) -Question.create({"id"=>70098, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>22777, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"71590c31-8ab9-4a0f-8730-dcbda95e4285"}) -Annotation.create({"id"=>65937, "question_id"=>70098, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>"f7c3c30d-76bb-4b3c-aa89-b89e79328430"}) -Section.create({"id"=>22778, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3556, "modifiable"=>false, "versionable_id"=>"01f60403-fd2d-413c-b0d7-3ed260c63c9d"}) -Question.create({"id"=>70099, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>22778, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7d13021-4e8d-4d76-bb24-b7c59483b99e"}) -Annotation.create({"id"=>65938, "question_id"=>70099, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>"a2a59f33-d00c-4b15-88a8-04fd2add04cf"}) -Question.create({"id"=>70100, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>22778, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b9b1727e-4dfe-47fb-87e6-33af1072a781"}) -Annotation.create({"id"=>65939, "question_id"=>70100, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>"d3c2143c-f345-444d-afc8-ca7735ca3366"}) -Question.create({"id"=>70101, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>22778, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d9a79c64-16cf-487c-9931-49c4d04c5a15"}) -Annotation.create({"id"=>65940, "question_id"=>70101, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>"c8a3fa9c-bd78-4f96-9fff-c41aa52bc861"}) -Section.create({"id"=>22779, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3556, "modifiable"=>false, "versionable_id"=>"e371d419-eeb7-41fc-adcb-3cf5e2c59837"}) -Question.create({"id"=>70102, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>22779, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0624e7e3-a3d4-4c3a-a0f9-18a24e9c6a89"}) -Annotation.create({"id"=>65941, "question_id"=>70102, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>"5bef664c-cd6d-40e1-be67-3a4412e8cf98"}) -Question.create({"id"=>70103, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>22779, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7bd93db-135b-4948-91f5-8d60b7881a19"}) -Annotation.create({"id"=>65942, "question_id"=>70103, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>"e59976c2-543c-499a-8614-5b711b645bb1"}) -Question.create({"id"=>70104, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>22779, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"18be4a00-39ec-487f-a75d-b8f25764f19d"}) -Annotation.create({"id"=>65943, "question_id"=>70104, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"f944885d-b1e4-4f83-ba16-cda078909fec"}) -Template.create!({"id"=>3565, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.
", "published"=>true, "org_id"=>21, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>878086536, "family_id"=>569658314, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3560, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3565, "modifiable"=>false, "versionable_id"=>"061b1c99-eb12-4550-be0b-445b1b77fe79"}) -Section.create({"id"=>22802, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3560, "modifiable"=>false, "versionable_id"=>"a9f6cae1-7d62-4959-ab4f-40d968550b5b"}) -Question.create({"id"=>70169, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>22802, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ce1a261f-1b7d-453f-8fd0-669685be1fa0"}) -Annotation.create({"id"=>66008, "question_id"=>70169, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>"91c8604b-655b-47cd-b394-45b75f5dfc5d"}) -Question.create({"id"=>70170, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>22802, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1849c3af-003d-49a6-82d0-7e84a31cc34d"}) -Annotation.create({"id"=>66009, "question_id"=>70170, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"d985ddbc-534b-437d-bfed-0ef36b6adef9"}) -Question.create({"id"=>70171, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>22802, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"aa6e7a0e-0618-412d-96d5-33229db0a7ae"}) -Annotation.create({"id"=>66010, "question_id"=>70171, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"c1018711-100c-48ee-b20a-324ebe06fc60"}) -Section.create({"id"=>22803, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3560, "modifiable"=>false, "versionable_id"=>"232dc857-e0a6-4f21-ab49-5fc1b774f47e"}) -Question.create({"id"=>70172, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>22803, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"699da8a5-cf78-47d7-afc1-8e34361ba151"}) -Annotation.create({"id"=>66011, "question_id"=>70172, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>"ac58f884-5082-4155-aaa1-cfb3bf105ae1"}) -Question.create({"id"=>70173, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>22803, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b8eb5119-07a6-4d55-a1d2-ae56f31d3303"}) -Annotation.create({"id"=>66012, "question_id"=>70173, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>"a82bbe4d-2e23-4acb-991b-69b79d5ba5c9"}) -Question.create({"id"=>70174, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.
", "default_value"=>nil, "number"=>3, "section_id"=>22803, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9764c800-f963-4427-b27c-b145af948397"}) -Annotation.create({"id"=>66013, "question_id"=>70174, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
\r\nDataset documentation may also include a controlled vocabulary, which is a standardized list of terminology for describing information. Examples of controlled vocabularies include the Library of Congress Subject Headings (LCSH) or NASA’s Global Change Master Directory (GCMD) Keywords.
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>"d7cca20d-3de7-4df2-80bc-e319f7d45fb1"}) -Section.create({"id"=>22804, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3560, "modifiable"=>false, "versionable_id"=>"e373933f-bbd6-40a5-a0bd-74aade0a0789"}) -Question.create({"id"=>70175, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>22804, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ba6ff152-5b47-4b8d-aadd-cdcc31bdd127"}) -Annotation.create({"id"=>66014, "question_id"=>70175, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>"3a0cde46-8f69-4e1c-844c-976062a0d3fb"}) -Question.create({"id"=>70176, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>22804, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"57316b98-b809-4013-96e6-771ebf4df275"}) -Annotation.create({"id"=>66015, "question_id"=>70176, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>"4a732577-68b4-4eba-b1af-f045e7e906a0"}) -Question.create({"id"=>70177, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>22804, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f4d5b796-a2e3-4270-9e69-938a574bd8eb"}) -Annotation.create({"id"=>66016, "question_id"=>70177, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>"25285b93-30fb-4268-a56d-c5386f66ed76"}) -Section.create({"id"=>22805, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3560, "modifiable"=>false, "versionable_id"=>"d51c3b68-bff0-47fc-8986-365fb6caffbd"}) -Question.create({"id"=>70178, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>22805, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6894a485-ec1a-478e-acfe-1426bb7eff19"}) -Annotation.create({"id"=>66017, "question_id"=>70178, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>"68d7c3c6-ab26-4814-b894-27e0eb452d2e"}) -Question.create({"id"=>70179, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>22805, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9ae11c8f-232d-4e70-ae19-f178b4ba6280"}) -Annotation.create({"id"=>66018, "question_id"=>70179, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"68279813-f647-420a-9c1b-f77fa06d5b04"}) -Section.create({"id"=>22806, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3560, "modifiable"=>false, "versionable_id"=>"34ea498e-4b0d-4b28-8188-410ce1a0c816"}) -Question.create({"id"=>70180, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>22806, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b2d259f1-e630-4fe0-ad86-f79c44fa939d"}) -Annotation.create({"id"=>66019, "question_id"=>70180, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>"2975251a-8d83-4c86-bb33-cab2427f2bda"}) -Question.create({"id"=>70181, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>22806, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f9c385c6-075b-4502-bc08-3877ac5d6707"}) -Annotation.create({"id"=>66020, "question_id"=>70181, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>"6b679158-8b52-49e2-9d47-27ec30b0b892"}) -Question.create({"id"=>70182, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>22806, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"71590c31-8ab9-4a0f-8730-dcbda95e4285"}) -Annotation.create({"id"=>66021, "question_id"=>70182, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>"f7c3c30d-76bb-4b3c-aa89-b89e79328430"}) -Section.create({"id"=>22807, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3560, "modifiable"=>false, "versionable_id"=>"01f60403-fd2d-413c-b0d7-3ed260c63c9d"}) -Question.create({"id"=>70183, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>22807, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7d13021-4e8d-4d76-bb24-b7c59483b99e"}) -Annotation.create({"id"=>66022, "question_id"=>70183, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>"a2a59f33-d00c-4b15-88a8-04fd2add04cf"}) -Question.create({"id"=>70184, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>22807, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b9b1727e-4dfe-47fb-87e6-33af1072a781"}) -Annotation.create({"id"=>66023, "question_id"=>70184, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>"d3c2143c-f345-444d-afc8-ca7735ca3366"}) -Question.create({"id"=>70185, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>22807, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d9a79c64-16cf-487c-9931-49c4d04c5a15"}) -Annotation.create({"id"=>66024, "question_id"=>70185, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>"c8a3fa9c-bd78-4f96-9fff-c41aa52bc861"}) -Section.create({"id"=>22808, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3560, "modifiable"=>false, "versionable_id"=>"e371d419-eeb7-41fc-adcb-3cf5e2c59837"}) -Question.create({"id"=>70186, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>22808, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0624e7e3-a3d4-4c3a-a0f9-18a24e9c6a89"}) -Annotation.create({"id"=>66025, "question_id"=>70186, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>"5bef664c-cd6d-40e1-be67-3a4412e8cf98"}) -Question.create({"id"=>70187, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>22808, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7bd93db-135b-4948-91f5-8d60b7881a19"}) -Annotation.create({"id"=>66026, "question_id"=>70187, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>"e59976c2-543c-499a-8614-5b711b645bb1"}) -Question.create({"id"=>70188, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>22808, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"18be4a00-39ec-487f-a75d-b8f25764f19d"}) -Annotation.create({"id"=>66027, "question_id"=>70188, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"f944885d-b1e4-4f83-ba16-cda078909fec"}) -Template.create!({"id"=>3573, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.
", "published"=>true, "org_id"=>30, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>878086536, "family_id"=>2134154154, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3571, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3573, "modifiable"=>false, "versionable_id"=>"061b1c99-eb12-4550-be0b-445b1b77fe79"}) -Section.create({"id"=>22845, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3571, "modifiable"=>false, "versionable_id"=>"a9f6cae1-7d62-4959-ab4f-40d968550b5b"}) -Question.create({"id"=>70336, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>22845, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ce1a261f-1b7d-453f-8fd0-669685be1fa0"}) -Annotation.create({"id"=>66157, "question_id"=>70336, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>"91c8604b-655b-47cd-b394-45b75f5dfc5d"}) -Annotation.create({"id"=>68265, "question_id"=>70336, "org_id"=>30, "text"=>"Les organismes subventionnaires demandent de préciser comment les données seront recueillies, documentées, formatées, protégées, et conservées;
", "type"=>"guidance", "versionable_id"=>"d9738198-a588-4380-9e0e-ba6ed0c20008"}) -Question.create({"id"=>70337, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>22845, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1849c3af-003d-49a6-82d0-7e84a31cc34d"}) -Annotation.create({"id"=>66158, "question_id"=>70337, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"d985ddbc-534b-437d-bfed-0ef36b6adef9"}) -Question.create({"id"=>70338, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>22845, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"aa6e7a0e-0618-412d-96d5-33229db0a7ae"}) -Annotation.create({"id"=>66159, "question_id"=>70338, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"c1018711-100c-48ee-b20a-324ebe06fc60"}) -Section.create({"id"=>22846, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3571, "modifiable"=>false, "versionable_id"=>"232dc857-e0a6-4f21-ab49-5fc1b774f47e"}) -Question.create({"id"=>70339, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>22846, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"699da8a5-cf78-47d7-afc1-8e34361ba151"}) -Annotation.create({"id"=>66160, "question_id"=>70339, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>"ac58f884-5082-4155-aaa1-cfb3bf105ae1"}) -Question.create({"id"=>70340, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>22846, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b8eb5119-07a6-4d55-a1d2-ae56f31d3303"}) -Annotation.create({"id"=>66161, "question_id"=>70340, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>"a82bbe4d-2e23-4acb-991b-69b79d5ba5c9"}) -Question.create({"id"=>70341, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.
", "default_value"=>nil, "number"=>3, "section_id"=>22846, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9764c800-f963-4427-b27c-b145af948397"}) -Annotation.create({"id"=>66162, "question_id"=>70341, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
\r\nDataset documentation may also include a controlled vocabulary, which is a standardized list of terminology for describing information. Examples of controlled vocabularies include the Library of Congress Subject Headings (LCSH) or NASA’s Global Change Master Directory (GCMD) Keywords.
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>"d7cca20d-3de7-4df2-80bc-e319f7d45fb1"}) -Section.create({"id"=>22847, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3571, "modifiable"=>false, "versionable_id"=>"e373933f-bbd6-40a5-a0bd-74aade0a0789"}) -Question.create({"id"=>70342, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>22847, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ba6ff152-5b47-4b8d-aadd-cdcc31bdd127"}) -Annotation.create({"id"=>66163, "question_id"=>70342, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>"3a0cde46-8f69-4e1c-844c-976062a0d3fb"}) -Question.create({"id"=>70343, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>22847, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"57316b98-b809-4013-96e6-771ebf4df275"}) -Annotation.create({"id"=>66164, "question_id"=>70343, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>"4a732577-68b4-4eba-b1af-f045e7e906a0"}) -Question.create({"id"=>70344, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>22847, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f4d5b796-a2e3-4270-9e69-938a574bd8eb"}) -Annotation.create({"id"=>66165, "question_id"=>70344, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>"25285b93-30fb-4268-a56d-c5386f66ed76"}) -Section.create({"id"=>22848, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3571, "modifiable"=>false, "versionable_id"=>"d51c3b68-bff0-47fc-8986-365fb6caffbd"}) -Question.create({"id"=>70345, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>22848, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6894a485-ec1a-478e-acfe-1426bb7eff19"}) -Annotation.create({"id"=>66166, "question_id"=>70345, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>"68d7c3c6-ab26-4814-b894-27e0eb452d2e"}) -Question.create({"id"=>70346, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>22848, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9ae11c8f-232d-4e70-ae19-f178b4ba6280"}) -Annotation.create({"id"=>66167, "question_id"=>70346, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"68279813-f647-420a-9c1b-f77fa06d5b04"}) -Section.create({"id"=>22849, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3571, "modifiable"=>false, "versionable_id"=>"34ea498e-4b0d-4b28-8188-410ce1a0c816"}) -Question.create({"id"=>70347, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>22849, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b2d259f1-e630-4fe0-ad86-f79c44fa939d"}) -Annotation.create({"id"=>66168, "question_id"=>70347, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>"2975251a-8d83-4c86-bb33-cab2427f2bda"}) -Question.create({"id"=>70348, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>22849, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f9c385c6-075b-4502-bc08-3877ac5d6707"}) -Annotation.create({"id"=>66169, "question_id"=>70348, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>"6b679158-8b52-49e2-9d47-27ec30b0b892"}) -Question.create({"id"=>70349, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>22849, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"71590c31-8ab9-4a0f-8730-dcbda95e4285"}) -Annotation.create({"id"=>66170, "question_id"=>70349, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>"f7c3c30d-76bb-4b3c-aa89-b89e79328430"}) -Section.create({"id"=>22850, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3571, "modifiable"=>false, "versionable_id"=>"01f60403-fd2d-413c-b0d7-3ed260c63c9d"}) -Question.create({"id"=>70350, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>22850, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7d13021-4e8d-4d76-bb24-b7c59483b99e"}) -Annotation.create({"id"=>66171, "question_id"=>70350, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>"a2a59f33-d00c-4b15-88a8-04fd2add04cf"}) -Question.create({"id"=>70351, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>22850, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b9b1727e-4dfe-47fb-87e6-33af1072a781"}) -Annotation.create({"id"=>66172, "question_id"=>70351, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>"d3c2143c-f345-444d-afc8-ca7735ca3366"}) -Question.create({"id"=>70352, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>22850, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d9a79c64-16cf-487c-9931-49c4d04c5a15"}) -Annotation.create({"id"=>66173, "question_id"=>70352, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>"c8a3fa9c-bd78-4f96-9fff-c41aa52bc861"}) -Section.create({"id"=>22851, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3571, "modifiable"=>false, "versionable_id"=>"e371d419-eeb7-41fc-adcb-3cf5e2c59837"}) -Question.create({"id"=>70353, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>22851, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0624e7e3-a3d4-4c3a-a0f9-18a24e9c6a89"}) -Annotation.create({"id"=>66174, "question_id"=>70353, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>"5bef664c-cd6d-40e1-be67-3a4412e8cf98"}) -Question.create({"id"=>70354, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>22851, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7bd93db-135b-4948-91f5-8d60b7881a19"}) -Annotation.create({"id"=>66175, "question_id"=>70354, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>"e59976c2-543c-499a-8614-5b711b645bb1"}) -Question.create({"id"=>70355, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>22851, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"18be4a00-39ec-487f-a75d-b8f25764f19d"}) -Annotation.create({"id"=>66176, "question_id"=>70355, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"f944885d-b1e4-4f83-ba16-cda078909fec"}) -Template.create!({"id"=>3622, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.
", "published"=>true, "org_id"=>14, "locale"=>"en-CA", "is_default"=>false, "version"=>2, "visibility"=>"organisationally_visible", "customization_of"=>878086536, "family_id"=>1020694319, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3635, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3622, "modifiable"=>false, "versionable_id"=>"061b1c99-eb12-4550-be0b-445b1b77fe79"}) -Section.create({"id"=>23171, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3635, "modifiable"=>false, "versionable_id"=>"a9f6cae1-7d62-4959-ab4f-40d968550b5b"}) -Question.create({"id"=>71449, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>23171, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ce1a261f-1b7d-453f-8fd0-669685be1fa0"}) -Annotation.create({"id"=>67216, "question_id"=>71449, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>"91c8604b-655b-47cd-b394-45b75f5dfc5d"}) -Question.create({"id"=>71450, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>23171, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1849c3af-003d-49a6-82d0-7e84a31cc34d"}) -Annotation.create({"id"=>63288, "question_id"=>71450, "org_id"=>14, "text"=>"See more about best practices on file formats from the SFU Library.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>67217, "question_id"=>71450, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"d985ddbc-534b-437d-bfed-0ef36b6adef9"}) -Question.create({"id"=>71451, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>23171, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"aa6e7a0e-0618-412d-96d5-33229db0a7ae"}) -Annotation.create({"id"=>67218, "question_id"=>71451, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"c1018711-100c-48ee-b20a-324ebe06fc60"}) -Section.create({"id"=>23172, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3635, "modifiable"=>false, "versionable_id"=>"232dc857-e0a6-4f21-ab49-5fc1b774f47e"}) -Question.create({"id"=>71452, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>23172, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"699da8a5-cf78-47d7-afc1-8e34361ba151"}) -Annotation.create({"id"=>67219, "question_id"=>71452, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>"ac58f884-5082-4155-aaa1-cfb3bf105ae1"}) -Question.create({"id"=>71453, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>23172, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b8eb5119-07a6-4d55-a1d2-ae56f31d3303"}) -Annotation.create({"id"=>67220, "question_id"=>71453, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>"a82bbe4d-2e23-4acb-991b-69b79d5ba5c9"}) -Question.create({"id"=>71454, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.
", "default_value"=>nil, "number"=>3, "section_id"=>23172, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9764c800-f963-4427-b27c-b145af948397"}) -Annotation.create({"id"=>63293, "question_id"=>71454, "org_id"=>14, "text"=>"DDI is a common metadata standard for the social sciences. SFU Radar uses DDI Codebook to describe data so other researchers can find it by searching a discovery portal like DataCite.
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>67221, "question_id"=>71454, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
\r\nDataset documentation may also include a controlled vocabulary, which is a standardized list of terminology for describing information. Examples of controlled vocabularies include the Library of Congress Subject Headings (LCSH) or NASA’s Global Change Master Directory (GCMD) Keywords.
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>"d7cca20d-3de7-4df2-80bc-e319f7d45fb1"}) -Section.create({"id"=>23173, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3635, "modifiable"=>false, "versionable_id"=>"e373933f-bbd6-40a5-a0bd-74aade0a0789"}) -Question.create({"id"=>71455, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>23173, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ba6ff152-5b47-4b8d-aadd-cdcc31bdd127"}) -Annotation.create({"id"=>63295, "question_id"=>71455, "org_id"=>14, "text"=>"If paying for an external hosting service, you will need to keep paying for it, or have some migration plan (e.g., depositing the data into a university repository). SFU Vault or services like Sync may be an option for some projects.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>67222, "question_id"=>71455, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>"3a0cde46-8f69-4e1c-844c-976062a0d3fb"}) -Question.create({"id"=>71456, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>23173, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"57316b98-b809-4013-96e6-771ebf4df275"}) -Annotation.create({"id"=>63297, "question_id"=>71456, "org_id"=>14, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>"4a732577-68b4-4eba-b1af-f045e7e906a0"}) -Question.create({"id"=>71457, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>23173, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f4d5b796-a2e3-4270-9e69-938a574bd8eb"}) -Annotation.create({"id"=>63299, "question_id"=>71457, "org_id"=>14, "text"=>"Consider contacting SFU Library Data Services to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>67224, "question_id"=>71457, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>"25285b93-30fb-4268-a56d-c5386f66ed76"}) -Section.create({"id"=>23174, "title"=>"Preservation", "description"=>"Data preservation will depend on potential reuse value, whether there are obligations to either retain or destroy data, and the resources required to properly curate the data and ensure that it remains usable in the future. In some circumstances, it may be desirable to preserve all versions of the data (e.g. raw, processed, analyzed, final), but in others, it may be preferable to keep only selected or final data (e.g. transcripts instead of audio interviews).", "number"=>4, "phase_id"=>3635, "modifiable"=>false, "versionable_id"=>"d51c3b68-bff0-47fc-8986-365fb6caffbd"}) -Question.create({"id"=>71458, "text"=>"Where will you deposit your data for long-term preservation and access at the end of your research project?", "default_value"=>nil, "number"=>1, "section_id"=>23174, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6894a485-ec1a-478e-acfe-1426bb7eff19"}) -Annotation.create({"id"=>63301, "question_id"=>71458, "org_id"=>14, "text"=>"If you need assistance locating a suitable data repository or archive, please contact SFU Library Data Services. re3data.org is a directory of potential open data repositories.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>67225, "question_id"=>71458, "org_id"=>8, "text"=>"The issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>"68d7c3c6-ab26-4814-b894-27e0eb452d2e"}) -Question.create({"id"=>71459, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>23174, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9ae11c8f-232d-4e70-ae19-f178b4ba6280"}) -Annotation.create({"id"=>63303, "question_id"=>71459, "org_id"=>14, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as comma-separated ('.csv'), is considered preservation-friendly. SFU Library provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented, and you may want to retain original formats, even if they are proprietary.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>67226, "question_id"=>71459, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"68279813-f647-420a-9c1b-f77fa06d5b04"}) -Section.create({"id"=>23175, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3635, "modifiable"=>false, "versionable_id"=>"34ea498e-4b0d-4b28-8188-410ce1a0c816"}) -Question.create({"id"=>71460, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>23175, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b2d259f1-e630-4fe0-ad86-f79c44fa939d"}) -Annotation.create({"id"=>67227, "question_id"=>71460, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>"2975251a-8d83-4c86-bb33-cab2427f2bda"}) -Question.create({"id"=>71461, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>23175, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f9c385c6-075b-4502-bc08-3877ac5d6707"}) -Annotation.create({"id"=>63306, "question_id"=>71461, "org_id"=>14, "text"=>"There are various creative commons licenses which can be applied to data. Learn more about data & copyright at SFU.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>67228, "question_id"=>71461, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>"6b679158-8b52-49e2-9d47-27ec30b0b892"}) -Question.create({"id"=>71462, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>23175, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"71590c31-8ab9-4a0f-8730-dcbda95e4285"}) -Annotation.create({"id"=>63308, "question_id"=>71462, "org_id"=>14, "text"=>"If possible, choose a repository like the Canadian Federated Research Data Repository, FRDR for short, that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools. DataCite Search is a discovery portal for research data. If you deposit in SFU Radar or a repository indexed in the Registry of Research Data Repositories, your records will appear in the portal's keyword search results.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>67229, "question_id"=>71462, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>"f7c3c30d-76bb-4b3c-aa89-b89e79328430"}) -Section.create({"id"=>23176, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3635, "modifiable"=>false, "versionable_id"=>"01f60403-fd2d-413c-b0d7-3ed260c63c9d"}) -Question.create({"id"=>71463, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>23176, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7d13021-4e8d-4d76-bb24-b7c59483b99e"}) -Annotation.create({"id"=>67230, "question_id"=>71463, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>"a2a59f33-d00c-4b15-88a8-04fd2add04cf"}) -Question.create({"id"=>71464, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>23176, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b9b1727e-4dfe-47fb-87e6-33af1072a781"}) -Annotation.create({"id"=>67231, "question_id"=>71464, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>"d3c2143c-f345-444d-afc8-ca7735ca3366"}) -Question.create({"id"=>71465, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>23176, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d9a79c64-16cf-487c-9931-49c4d04c5a15"}) -Annotation.create({"id"=>63312, "question_id"=>71465, "org_id"=>14, "text"=>"If you need advice on identifying potential support, contact data-services@sfu.ca
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>67232, "question_id"=>71465, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>"c8a3fa9c-bd78-4f96-9fff-c41aa52bc861"}) -Section.create({"id"=>23177, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3635, "modifiable"=>false, "versionable_id"=>"e371d419-eeb7-41fc-adcb-3cf5e2c59837"}) -Question.create({"id"=>71466, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>23177, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0624e7e3-a3d4-4c3a-a0f9-18a24e9c6a89"}) -Annotation.create({"id"=>63314, "question_id"=>71466, "org_id"=>14, "text"=>"Decisions relevant to data retention and storage should align with SFU's Office of Research Ethics requirements.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>67233, "question_id"=>71466, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>"5bef664c-cd6d-40e1-be67-3a4412e8cf98"}) -Question.create({"id"=>71467, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>23177, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7bd93db-135b-4948-91f5-8d60b7881a19"}) -Annotation.create({"id"=>63316, "question_id"=>71467, "org_id"=>14, "text"=>"SFU's Office of Research Ethics' consent statement should be consulted when working with human participants.
\r\nThe Interuniversity Consortium for Political and Social Research (ISPSR) and the Australian National Data Service also provide examples of informed consent language for data sharing.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>67234, "question_id"=>71467, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>"e59976c2-543c-499a-8614-5b711b645bb1"}) -Question.create({"id"=>71468, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>23177, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"18be4a00-39ec-487f-a75d-b8f25764f19d"}) -Annotation.create({"id"=>63318, "question_id"=>71468, "org_id"=>14, "text"=>"The BC Freedom of Information and Protection of Privacy Act doesn't apply to research information of faculty at post-secondary institutions (FIPPA S. 3(1)(e)). As such, there are no legal restrictions on the storage of personal information collected in research projects. This does not mean, however, that sensitive information collected as part of your research does not need to be safeguarded. Please refer to University Ethics Review (R 20.01).
\r\nIP issues should be clarified at the commencement of your research project so that all collaborators have a mutual understanding of ownership, to prevent potential conflict later.
", "type"=>"guidance", "versionable_id"=>nil}) -Annotation.create({"id"=>67235, "question_id"=>71468, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"f944885d-b1e4-4f83-ba16-cda078909fec"}) -Template.create!({"id"=>3644, "title"=>"Portage Template", "description"=>"This is the generic DMP template for Portage.
", "published"=>true, "org_id"=>45, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>878086536, "family_id"=>1389051275, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3666, "title"=>"Portage Data Management Questions", "description"=>nil, "number"=>1, "template_id"=>3644, "modifiable"=>false, "versionable_id"=>"061b1c99-eb12-4550-be0b-445b1b77fe79"}) -Section.create({"id"=>23323, "title"=>"Data Collection", "description"=>"This section addresses data collection issues such as data types, file formats, naming conventions, and data organization – factors that will improve the usability of your data and contribute to the success of your project.\n", "number"=>1, "phase_id"=>3666, "modifiable"=>false, "versionable_id"=>"a9f6cae1-7d62-4959-ab4f-40d968550b5b"}) -Question.create({"id"=>71956, "text"=>"What types of data will you collect, create, link to, acquire and/or record?", "default_value"=>nil, "number"=>1, "section_id"=>23323, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ce1a261f-1b7d-453f-8fd0-669685be1fa0"}) -Annotation.create({"id"=>67796, "question_id"=>71956, "org_id"=>8, "text"=>"Examples: numeric, images, audio, video, text, tabular data, modeling data, spatial data, instrumentation data.
", "type"=>"guidance", "versionable_id"=>"91c8604b-655b-47cd-b394-45b75f5dfc5d"}) -Question.create({"id"=>71957, "text"=>"What file formats will your data be collected in? Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>2, "section_id"=>23323, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"1849c3af-003d-49a6-82d0-7e84a31cc34d"}) -Annotation.create({"id"=>67797, "question_id"=>71957, "org_id"=>8, "text"=>"Proprietary file formats requiring specialized software or hardware to use are not recommended, but may be necessary for certain data collection or analysis methods. Using open file formats or industry-standard formats (e.g. those widely used by a given community) is preferred whenever possible.
\r\nRead more about file formats: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"d985ddbc-534b-437d-bfed-0ef36b6adef9"}) -Question.create({"id"=>71958, "text"=>"What conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized?", "default_value"=>nil, "number"=>3, "section_id"=>23323, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"aa6e7a0e-0618-412d-96d5-33229db0a7ae"}) -Annotation.create({"id"=>67798, "question_id"=>71958, "org_id"=>8, "text"=>"It is important to keep track of different copies or versions of files, files held in different formats or locations, and information cross-referenced between files. This process is called 'version control'.
\r\nLogical file structures, informative naming conventions, and clear indications of file versions, all contribute to better use of your data during and after your research project. These practices will help ensure that you and your research team are using the appropriate version of your data, and minimize confusion regarding copies on different computers and/or on different media.
\r\nRead more about file naming and version control: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"c1018711-100c-48ee-b20a-324ebe06fc60"}) -Section.create({"id"=>23324, "title"=>"Documentation and Metadata", "description"=>"Because data are rarely self-explanatory, all research data should be accompanied by metadata (information that describes the data according to community best practices). Metadata standards vary across disciplines, but generally state who created the data and when, how the data were created, their quality, accuracy, and precision, as well as other features necessary to facilitate data discovery, understanding and reuse. Any restrictions on use of the data must be explained in the metadata, along with information on how to obtain approved access to the data, where possible.", "number"=>2, "phase_id"=>3666, "modifiable"=>false, "versionable_id"=>"232dc857-e0a6-4f21-ab49-5fc1b774f47e"}) -Question.create({"id"=>71959, "text"=>"What documentation will be needed for the data to be read and interpreted correctly in the future?", "default_value"=>nil, "number"=>1, "section_id"=>23324, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"699da8a5-cf78-47d7-afc1-8e34361ba151"}) -Annotation.create({"id"=>67799, "question_id"=>71959, "org_id"=>8, "text"=>"Typically, good documentation includes information about the study, data-level descriptions, and any other contextual information required to make the data usable by other researchers. Other elements you should document, as applicable, include: research methodology used, variable definitions, vocabularies, classification systems, units of measurement, assumptions made, format and file type of the data, a description of the data capture and collection methods, explanation of data coding and analysis performed (including syntax files), and details of who has worked on the project and performed each task, etc.
", "type"=>"guidance", "versionable_id"=>"ac58f884-5082-4155-aaa1-cfb3bf105ae1"}) -Annotation.create({"id"=>67822, "question_id"=>71959, "org_id"=>45, "text"=>"Consider using a ReadMe file for your data set, and see more examples of documenting quantitative and qualitative data from the Consortium of European Social Science Data Archives.
", "type"=>"guidance", "versionable_id"=>"4bf3009e-f237-4a45-9d3a-e87c336e106f"}) -Question.create({"id"=>71960, "text"=>"How will you make sure that documentation is created or captured consistently throughout your project?", "default_value"=>nil, "number"=>2, "section_id"=>23324, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b8eb5119-07a6-4d55-a1d2-ae56f31d3303"}) -Annotation.create({"id"=>67800, "question_id"=>71960, "org_id"=>8, "text"=>"Consider how you will capture this information and where it will be recorded, ideally in advance of data collection and analysis, to ensure accuracy, consistency, and completeness of the documentation. Often, resources you've already created can contribute to this (e.g. publications, websites, progress reports, etc.). It is useful to consult regularly with members of the research team to capture potential changes in data collection/processing that need to be reflected in the documentation. Individual roles and workflows should include gathering data documentation as a key element.
", "type"=>"guidance", "versionable_id"=>"a82bbe4d-2e23-4acb-991b-69b79d5ba5c9"}) -Question.create({"id"=>71961, "text"=>"If you are using a metadata standard and/or tools to document and describe your data, please list here.
", "default_value"=>nil, "number"=>3, "section_id"=>23324, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9764c800-f963-4427-b27c-b145af948397"}) -Annotation.create({"id"=>67801, "question_id"=>71961, "org_id"=>8, "text"=>"There are many general and domain-specific metadata standards. Dataset documentation should be provided in one of these standard, machine readable, openly-accessible formats to enable the effective exchange of information between users and systems. These standards are often based on language-independent data formats such as XML, RDF, and JSON. There are many metadata standards based on these formats, including discipline-specific standards.
\r\nDataset documentation may also include a controlled vocabulary, which is a standardized list of terminology for describing information. Examples of controlled vocabularies include the Library of Congress Subject Headings (LCSH) or NASA’s Global Change Master Directory (GCMD) Keywords.
\r\nRead more about metadata standards: UK Digital Curation Centre's Disciplinary Metadata.
", "type"=>"guidance", "versionable_id"=>"d7cca20d-3de7-4df2-80bc-e319f7d45fb1"}) -Annotation.create({"id"=>67823, "question_id"=>71961, "org_id"=>45, "text"=>"For assistance with choosing and using a metadata standard, please contact York University Libraries at yul_rdm@yorku.ca.
", "type"=>"guidance", "versionable_id"=>"e455383d-6619-4fc6-a106-4d62a3b7e691"}) -Section.create({"id"=>23325, "title"=>"Storage and Backup", "description"=>"Planning how research data will be stored and backed up throughout and beyond a research project is critical in ensuring data security and integrity. Appropriate storage and backup not only helps protect research data from catastrophic losses (due to hardware and software failures, viruses, hackers, natural disasters, human error, etc.), but also facilitates appropriate access by current and future researchers.", "number"=>3, "phase_id"=>3666, "modifiable"=>false, "versionable_id"=>"e373933f-bbd6-40a5-a0bd-74aade0a0789"}) -Question.create({"id"=>71962, "text"=>"What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it?", "default_value"=>nil, "number"=>1, "section_id"=>23325, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ba6ff152-5b47-4b8d-aadd-cdcc31bdd127"}) -Annotation.create({"id"=>67802, "question_id"=>71962, "org_id"=>8, "text"=>"Storage-space estimates should take into account requirements for file versioning, backups, and growth over time.
If you are collecting data over a long period (e.g. several months or years), your data storage and backup strategy should accommodate data growth. Similarly, a long-term storage plan is necessary if you intend to retain your data after the research project.
", "type"=>"guidance", "versionable_id"=>"3a0cde46-8f69-4e1c-844c-976062a0d3fb"}) -Question.create({"id"=>71963, "text"=>"How and where will your data be stored and backed up during your research project?", "default_value"=>nil, "number"=>2, "section_id"=>23325, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"57316b98-b809-4013-96e6-771ebf4df275"}) -Annotation.create({"id"=>67803, "question_id"=>71963, "org_id"=>8, "text"=>"The risk of losing data due to human error, natural disasters, or other mishaps can be mitigated by following the 3-2-1 backup rule:
\r\nData may be stored using optical or magnetic media, which can be removable (e.g. DVD and USB drives), fixed (e.g. desktop or laptop hard drives), or networked (e.g. networked drives or cloud-based servers). Each storage method has benefits and drawbacks that should be considered when determining the most appropriate solution.
\r\nFurther information on storage and backup practices is available from the University of Sheffield Library and the UK Data Service.
", "type"=>"guidance", "versionable_id"=>"4a732577-68b4-4eba-b1af-f045e7e906a0"}) -Annotation.create({"id"=>67816, "question_id"=>71963, "org_id"=>45, "text"=>"Read an overview of data storage solutions and media types at the Consortium of European Social Science Data Archives.
\r\nFor York University researchers, UIT provides server data storage with on-campus and off-campus backup options. It is important that a conversation is had with UIT prior to submitting your grant as there may be costs associated with data storage that will need to be represented in your budget.
\r\nCanadian researchers could also consider storage and cloud resources available through the Compute Canada’s Rapid Access Services and Compute Canada Services for Humanities and Social Sciences Researchers.
", "type"=>"guidance", "versionable_id"=>"f470945e-8302-4ea7-aeee-1901656f3904"}) -Question.create({"id"=>71964, "text"=>"How will the research team and other collaborators access, modify, and contribute data throughout the project?", "default_value"=>nil, "number"=>3, "section_id"=>23325, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f4d5b796-a2e3-4270-9e69-938a574bd8eb"}) -Annotation.create({"id"=>67804, "question_id"=>71964, "org_id"=>8, "text"=>"An ideal solution is one that facilitates co-operation and ensures data security, yet is able to be adopted by users with minimal training. Transmitting data between locations or within research teams can be challenging for data management infrastructure. Relying on email for data transfer is not a robust or secure solution. Third-party commercial file sharing services (such as Google Drive and Dropbox) facilitate file exchange, but they are not necessarily permanent or secure, and are often located outside Canada. Please contact your Library to develop the best solution for your research project.
", "type"=>"guidance", "versionable_id"=>"25285b93-30fb-4268-a56d-c5386f66ed76"}) -Annotation.create({"id"=>67817, "question_id"=>71964, "org_id"=>45, "text"=>"Check out
\r\nThe issue of data retention should be considered early in the research lifecycle. Data-retention decisions can be driven by external policies (e.g. funding agencies, journal publishers), or by an understanding of the enduring value of a given set of data. The need to preserve data in the short-term (i.e. for peer-verification purposes) or long-term (for data of lasting value), will influence the choice of data repository or archive. A helpful analogy is to think of creating a 'living will' for the data, that is, a plan describing how future researchers will have continued access to the data.
If you need assistance locating a suitable data repository or archive, please contact your Library.
re3data.org is a directory of potential open data repositories. Verify whether or not the data repository will provide a statement agreeing to the terms of deposit outlined in your Data Management Plan.
", "type"=>"guidance", "versionable_id"=>"68d7c3c6-ab26-4814-b894-27e0eb452d2e"}) -Annotation.create({"id"=>67818, "question_id"=>71965, "org_id"=>45, "text"=>"Data Deposit
\r\nCheck out the Repository Options in Canada: A Portage Guide
\r\nScholars Portal Dataverse is available to York researchers and can serve preservation needs where single file size is less than 3 GB. Researchers interested in depositing large file size data sets are invited to discuss their options by consulting the RDM library services at yul_rdm@yorku.ca.
\r\nYork University Libraries is a formal sponsor of the Canadian Federated Research Data Repository (FRDR) and supports the deposit of larger data sets in this national research data repository. To learn more about FRDR, please review the terms of their data submission policy.
\r\nLarger projects will need to contact UIT to discuss the ongoing cost of long-term preservation. It is prudent that these costs be written into the grant budget.
\r\nFor other data deposit options, including discipline specific repositories, see the re3data.org directory.
\r\nCheck out the Generalist Repository Comparison Chart to learn more about different features of selected generalist repositories.
\r\nLong-term Preservation
\r\nIt’s possible that the data repository you've selected provides short- or medium-term data sharing and access but does not meet your long-term preservation needs.
\r\nCheck out the preservation policies of the data repositories to see how long the deposited data will be retained and whether they also provide long term data archiving services.
\r\nResearch data files and metadata made available through the York University Dataverse will generally be retained to the lifetime of the repository.
\r\nCheck out the current Data Retention and Deaccession Policy of FRDR.
\r\nA federated approach to research data preservation in Canada is under consideration and development.
\r\nIf you need assistance locating a suitable data repository or archive, please contact York University Libraries at yul_rdm@yorku.ca.
", "type"=>"guidance", "versionable_id"=>"f8020a05-6e87-4261-af72-e5e0fcebb295"}) -Question.create({"id"=>71966, "text"=>"Indicate how you will ensure your data is preservation ready. Consider preservation-friendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation.", "default_value"=>nil, "number"=>2, "section_id"=>23326, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"9ae11c8f-232d-4e70-ae19-f178b4ba6280"}) -Annotation.create({"id"=>67806, "question_id"=>71966, "org_id"=>8, "text"=>"Some data formats are optimal for long-term preservation of data. For example, non-proprietary file formats, such as text ('.txt') and comma-separated ('.csv'), are considered preservation-friendly. The UK Data Service provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify steps required following project completion in order to ensure the data you are choosing to preserve or share is anonymous, error-free, and converted to recommended formats with a minimal risk of data loss.
\r\nRead more about anonymization: UBC Library or UK Data Service.
", "type"=>"guidance", "versionable_id"=>"68279813-f647-420a-9c1b-f77fa06d5b04"}) -Section.create({"id"=>23327, "title"=>"Sharing and Reuse", "description"=>"Most Canadian research funding agencies now have policies requiring research data to be shared upon publication of the research results or within a reasonable period of time. While data sharing contributes to the visibility and impact of research, it has to be balanced with the legitimate desire of researchers to maximise their research outputs before releasing their data. Equally important is the need to protect the privacy of respondents and to properly handle sensitive data.", "number"=>5, "phase_id"=>3666, "modifiable"=>false, "versionable_id"=>"34ea498e-4b0d-4b28-8188-410ce1a0c816"}) -Question.create({"id"=>71967, "text"=>"What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final).", "default_value"=>nil, "number"=>1, "section_id"=>23327, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b2d259f1-e630-4fe0-ad86-f79c44fa939d"}) -Annotation.create({"id"=>67807, "question_id"=>71967, "org_id"=>8, "text"=>"Raw data are the data directly obtained from the instrument, simulation or survey.
Processed data result from some manipulation of the raw data in order to eliminate errors or outliers, to prepare the data for analysis, to derive new variables, or to de-identify the human participants.
Analyzed data are the the results of qualitative, statistical, or mathematical analysis of the processed data. They can be presented as graphs, charts or statistical tables.
Final data are processed data that have, if needed, been converted into a preservation-friendly format.
Consider which data may need to be shared in order to meet institutional or funding requirements, and which data may be restricted because of confidentiality/privacy/intellectual property considerations.
", "type"=>"guidance", "versionable_id"=>"2975251a-8d83-4c86-bb33-cab2427f2bda"}) -Question.create({"id"=>71968, "text"=>"Have you considered what type of end-user license to include with your data?", "default_value"=>nil, "number"=>2, "section_id"=>23327, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f9c385c6-075b-4502-bc08-3877ac5d6707"}) -Annotation.create({"id"=>67808, "question_id"=>71968, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, please consider including a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
There are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
Read more about data licensing: UK Digital Curation Centre.
", "type"=>"guidance", "versionable_id"=>"6b679158-8b52-49e2-9d47-27ec30b0b892"}) -Question.create({"id"=>71969, "text"=>"What steps will be taken to help the research community know that your data exists?", "default_value"=>nil, "number"=>3, "section_id"=>23327, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"71590c31-8ab9-4a0f-8730-dcbda95e4285"}) -Annotation.create({"id"=>67809, "question_id"=>71969, "org_id"=>8, "text"=>"Possibilities include: data registries, repositories, indexes, word-of-mouth, publications.
How will the data be accessed (Web service, ftp, etc.)? If possible, choose a repository that will assign a persistent identifier (such as a DOI) to your dataset. This will ensure a stable access to the dataset and make it retrievable by various discovery tools.
One of the best ways to refer other researchers to your deposited datasets is to cite them the same way you cite other types of publications (articles, books, proceedings). The Digital Curation Centre provides a detailed guide on data citation.Note that some data repositories also create links from datasets to their associated papers, thus increasing the visibility of the publications.
Contact your Library for assistance in making your dataset visible and easily accessible.
Reused from NIH. (2009). Key Elements to Consider in Preparing a Data Sharing Plan Under NIH Extramural Support. National Institutes of Health.
", "type"=>"guidance", "versionable_id"=>"f7c3c30d-76bb-4b3c-aa89-b89e79328430"}) -Section.create({"id"=>23328, "title"=>"Responsibilities and Resources", "description"=>"Data management focuses on the 'what' and 'how' of operationally supporting data across the research lifecycle. Data stewardship focuses on 'who' is responsible for ensuring that data management happens. A large project, for example, will involve multiple data stewards. The Principal Investigator should identify at the beginning of a project all of the people who will have responsibilities for data management tasks during and after the project.", "number"=>6, "phase_id"=>3666, "modifiable"=>false, "versionable_id"=>"01f60403-fd2d-413c-b0d7-3ed260c63c9d"}) -Question.create({"id"=>71970, "text"=>"Identify who will be responsible for managing this project's data during and after the project and the major data management tasks for which they will be responsible.", "default_value"=>nil, "number"=>1, "section_id"=>23328, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7d13021-4e8d-4d76-bb24-b7c59483b99e"}) -Annotation.create({"id"=>67810, "question_id"=>71970, "org_id"=>8, "text"=>"Your data management plan has identified important data activities in your project. Identify who will be responsible -- individuals or organizations -- for carrying out these parts of your data management plan. This could also include the timeframe associated with these staff responsibilities and any training needed to prepare staff for these duties.
", "type"=>"guidance", "versionable_id"=>"a2a59f33-d00c-4b15-88a8-04fd2add04cf"}) -Question.create({"id"=>71971, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>23328, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b9b1727e-4dfe-47fb-87e6-33af1072a781"}) -Annotation.create({"id"=>67811, "question_id"=>71971, "org_id"=>8, "text"=>"Indicate a succession strategy for these data in the event that one or more people responsible for the data leaves (e.g. a graduate student leaving after graduation). Describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility.
", "type"=>"guidance", "versionable_id"=>"d3c2143c-f345-444d-afc8-ca7735ca3366"}) -Question.create({"id"=>71972, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>23328, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d9a79c64-16cf-487c-9931-49c4d04c5a15"}) -Annotation.create({"id"=>67812, "question_id"=>71972, "org_id"=>8, "text"=>"This estimate should incorporate data management costs incurred during the project as well as those required for the longer-term support for the data after the project is finished. Items to consider in the latter category of expenses include the costs of curating and providing long-term access to the data. Some funding agencies state explicitly the support that they will provide to meet the cost of preparing data for deposit. This might include technical aspects of data management, training requirements, file storage & backup, and contributions of non-project staff.
", "type"=>"guidance", "versionable_id"=>"c8a3fa9c-bd78-4f96-9fff-c41aa52bc861"}) -Section.create({"id"=>23329, "title"=>"Ethics and Legal Compliance", "description"=>"Researchers and their teams need to be aware of the policies and processes, both ethical and legal, to which their research data management must comply. Protection of respondent privacy is of paramount importance and informs many data management practices. In their data management plan, researchers must state how they will prepare, store, share, and archive the data in a way that ensures participant information is protected, throughout the research lifecycle, from disclosure, harmful use, or inappropriate linkages with other personal data.It's recognized that there may be cases where certain data and metadata cannot be made public for various policy or legal reasons, however, the default position should be that all research data and metadata are public.", "number"=>7, "phase_id"=>3666, "modifiable"=>false, "versionable_id"=>"e371d419-eeb7-41fc-adcb-3cf5e2c59837"}) -Question.create({"id"=>71973, "text"=>"If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project?", "default_value"=>nil, "number"=>1, "section_id"=>23329, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0624e7e3-a3d4-4c3a-a0f9-18a24e9c6a89"}) -Annotation.create({"id"=>67813, "question_id"=>71973, "org_id"=>8, "text"=>"Consider where, how, and to whom sensitive data with acknowledged long-term value should be made available, and how long it should be archived. These decisions should align with Research Ethics Board requirements. The methods used to share data will be dependent on a number of factors such as the type, size, complexity and degree of sensitivity of data. Outline problems anticipated in sharing data, along with causes and possible measures to mitigate these. Problems may include confidentiality, lack of consent agreements, or concerns about Intellectual Property Rights, among others. In some instances, an embargo period may be justified; these may be defined by a funding agency's policy on research data.
Reused from: DCC. (2013). Checklist for a Data Management Plan. v.4.0. Edinburgh: Digital Curation Centre
Restrictions can be imposed by limiting physical access to storage devices, by placing data on computers that do not have external network access (i.e. access to the Internet), through password protection, and by encrypting files. Sensitive data should never be shared via email or cloud storage services such as Dropbox.
", "type"=>"guidance", "versionable_id"=>"5bef664c-cd6d-40e1-be67-3a4412e8cf98"}) -Annotation.create({"id"=>67819, "question_id"=>71973, "org_id"=>45, "text"=>"If researchers seek to share openly de-identified data emerging from their research, it is crucial that consent be secured from participants during the informed consent process. Contact the Office of Research Ethics for further details about re-consent previously collected data.
\r\nData uploaded to Scholars Portal Dataverse can be restricted to only authorized users. You can easily manage the restrictions of your Dataverse and studies to be private, available to only certain IPs, to individual account(s), or to specific groups. When you choose this optional feature, security is in place to protect your data from others who wish to exploit or access data that they are not authorized to. However, Scholars Portal Dataverse does NOT accept content that contains confidential or sensitive information without appropriate permission. Dataverse can be used to share de-identified and non-confidential data only. Contributors are required to remove, replace, or redact such information from datasets prior to upload.
\r\nCheck out
\r\nFor help, please contact York University Libraries at yul_rdm@yorku.ca.
", "type"=>"guidance", "versionable_id"=>"89d28c49-972d-4c20-af49-44860e39d15e"}) -Question.create({"id"=>71974, "text"=>"If applicable, what strategies will you undertake to address secondary uses of sensitive data?", "default_value"=>nil, "number"=>2, "section_id"=>23329, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"a7bd93db-135b-4948-91f5-8d60b7881a19"}) -Annotation.create({"id"=>67814, "question_id"=>71974, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers. For example, it may stipulate that the data will only be shared for non-profit research purposes or that the data will not be linked with personally identified data from other sources.
\r\nRead more about data security: UK Data Service
", "type"=>"guidance", "versionable_id"=>"e59976c2-543c-499a-8614-5b711b645bb1"}) -Question.create({"id"=>71975, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>3, "section_id"=>23329, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"18be4a00-39ec-487f-a75d-b8f25764f19d"}) -Annotation.create({"id"=>67815, "question_id"=>71975, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer or research services office. Research Ethics Boards are central to the research process.
Include here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"f944885d-b1e4-4f83-ba16-cda078909fec"}) -Annotation.create({"id"=>67821, "question_id"=>71975, "org_id"=>45, "text"=>"In terms of ownership of research data, for faculty and post-docs at York University, please review the terms of your collective agreement. For graduate students, please review the Faculty of Graduate Studies Guide on Intellectual Property.
\r\nConsult York U Office of Research Services (ORS) and Information and Privacy Office for intellectual property and copyrights related questions.
", "type"=>"guidance", "versionable_id"=>"4913a0b6-e368-4547-a138-f7190858f10f"}) -Template.create!({"id"=>3645, "title"=>"Portage Template for Mixed Methods (Surveys & Qualitative Research)", "description"=>"This mixed methods data management plan template was developed for use within the Portage DMP Assistant and is meant to assist researchers conducting mixed methods research (e.g., surveys and qualitative interviews/focus groups) in developing high quality data management plans to support their research. The template consists of a number of categories, questions, and customized guidance that relate directly to mixed methods research.
", "published"=>true, "org_id"=>45, "locale"=>"en-CA", "is_default"=>false, "version"=>0, "visibility"=>"organisationally_visible", "customization_of"=>1388567390, "family_id"=>1539320188, "archived"=>false, "links"=>{"funder"=>[], "sample_plan"=>[]}}) -Phase.create({"id"=>3667, "title"=>"Portage Template for Mixed Methods (Surveys & Qualitative Research)", "description"=>"This mixed methods data management plan template was developed for use within the Portage DMP Assistant and is meant to assist researchers conducting mixed methods research (e.g., surveys and qualitative interviews/focus groups) in developing high quality data management plans to support their research. The template consists of a number of categories, questions, and customized guidance that relate directly to mixed methods research.
", "number"=>1, "template_id"=>3645, "modifiable"=>false, "versionable_id"=>"1945d993-f3da-4a84-ad7f-ae2560946956"}) -Section.create({"id"=>23330, "title"=>"Research Data Management Policies", "description"=>nil, "number"=>1, "phase_id"=>3667, "modifiable"=>false, "versionable_id"=>"1ba88e26-2fb2-404b-ae31-bf9365303b26"}) -Question.create({"id"=>71976, "text"=>"Are there any research data management policies in place that outline requirements and/or best practice guidance regarding the management of your data? If so, provide details and, if helpful, URL links to these policies. ", "default_value"=>nil, "number"=>1, "section_id"=>23330, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"d7813b8c-de39-4081-bdb6-1c716019aaa2"}) -Annotation.create({"id"=>67824, "question_id"=>71976, "org_id"=>8, "text"=>"Examples of research data management policies that may be in place include those set forth by funders, post secondary institutions, legislation, and communities.Examples of these might include:
\r\nThere are many potential sources of existing data, including research data repositories, research registries, and government agencies.
\r\nExamples of these include:
\r\nYou may also wish to contact the Library at your institution for assistance in searching for any existing data that may be useful to your research.
", "type"=>"guidance", "versionable_id"=>"df281d4e-d26f-4387-8bf3-e7e0f5102804"}) -Question.create({"id"=>71979, "text"=>"It is important to identify and understand as early as possible the methods which you will employ in collecting your data to ensure that they will support your needs, including supporting the secure collection of sensitive data if applicable.
\r\nDescribe the method(s) that you will use to collect your data.
", "default_value"=>nil, "number"=>3, "section_id"=>23331, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"19698dfb-f98a-448a-a6ae-5d567f645954"}) -Annotation.create({"id"=>67827, "question_id"=>71979, "org_id"=>8, "text"=>"Include a description of any methods that you will use to collect data, including electronic platforms or paper based methods. For electronic methods be sure to include descriptions of any privacy policies as well as where and how data will be stored while within the platform.
For an example of a detailed mixed methods description, see this Portage DMP Exemplar in either English or French.
There are many electronic survey data collection platforms to choose from (e.g., Qualtrics, REDCap, Hosted in Canada Surveys). Understanding how and where your survey data will be collected and stored is an essential component of managing your data and ensuring that you are adhering to any security requirements imposed by funders or research ethics boards.
\r\nAdditionally, it is important to clearly understand any security and privacy policies that are in place for any given electronic platform that you will use for collecting your data - examples of such privacy policies include those provided by Qualtrics (survey) and Zoom (interviews).", "type"=>"guidance", "versionable_id"=>"24d57dcf-daa6-41df-9a97-ebe986a8384d"}) -Question.create({"id"=>71980, "text"=>"If interview and/or focus group audio recordings will be transcribed, describe how this will securely occur, including if it will be performed internally to the research team or externally (outsourced), and/or if any software and/or electronic platforms or services will be used for transcribing.", "default_value"=>nil, "number"=>4, "section_id"=>23331, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"2e2e88c4-9d2d-46b8-a6f1-e19e73b21c7f"}) -Annotation.create({"id"=>67828, "question_id"=>71980, "org_id"=>8, "text"=>"To support transcribing activities within your research project, it is recommended that you implement a transcribing protocol which clearly outlines such things as formatting instructions, a summary of contextual metadata to include, participant and interviewer anonymization, and file naming conventions.
\r\nWhen outsourcing transcribing services, and especially when collecting sensitive data, it is important to have a confidentiality agreement in place with transcribers, including a protocol for their deleting any copies of data once it has been transcribed, transferred, and approved. Additionally, you will need to ensure that methods for transferring and storing data align with any applicable funder or institutional requirements.
", "type"=>"guidance", "versionable_id"=>"03868e74-8529-4e23-b989-06339bec0238"}) -Question.create({"id"=>71981, "text"=>"Describe how your data will be securely transferred, including from data collection devices/platforms and, if applicable, to/from transcriptionists.", "default_value"=>nil, "number"=>5, "section_id"=>23331, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"35b72d9a-ed47-421b-a0f7-876e6e7d596c"}) -Annotation.create({"id"=>67829, "question_id"=>71981, "org_id"=>8, "text"=>"Transferring of data is a critical stage of the data collection process, and especially so when managing sensitive information. Data transfers may occur:
\r\nIt is best practice to identify data transfer methods that you will use before your research begins.
\r\nSome risks associated with the transferring of data include loss of data, unintended copies of data files, and data being provided to unintended recipients. You should avoid transferring data using unsecured methods, such as email. Typical approved methods for transferring data include secure File Transfer Protocol (SFTP), secure extranets, or other methods approved by your institution.
\r\nTalk to your local IT support to identify secure data transferring methods available to you.
", "type"=>"guidance", "versionable_id"=>"16853699-6a73-491a-9166-e0a6f0aa2b8d"}) -Question.create({"id"=>71982, "text"=>"Describe all of the file formats that your data will exist in, including for the various versions of both survey and qualitative interview/focus group data. Will these formats allow for data re-use, sharing and long-term access to the data?", "default_value"=>nil, "number"=>6, "section_id"=>23331, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"179d529c-2e26-447c-9dc2-afc8f047b6d2"}) -Annotation.create({"id"=>67830, "question_id"=>71982, "org_id"=>8, "text"=>"Ensuring that your data files exist in non-proprietary formats helps to ensure that they are able to be easily accessed and reused by others in the future.
\r\nExamples of non-proprietary file formats include:
\r\nSurveys: CSV; HTML; Unicode Transformation Formats
\r\nQualitative interviews:
\r\nFor more information and resources pertaining to file formats you may wish to visit:
\r\nInclude a description of the survey codebook(s) (data dictionary), as well as how it will be developed and generated. You should also include a description of the interview data that will be collected, including any important contextual information and metadata associated with file formats.
\r\nYour documentation may include study-level information about:
\r\nA complete description of the data files may include:
\r\nConsider using a ReadMe file for your data set, and see more examples of documenting quantitative and qualitative data from the Consortium of European Social Science Data Archives.
", "type"=>"guidance", "versionable_id"=>"4ec13c2b-efc6-460c-8b52-0d76a17ec8c8"}) -Question.create({"id"=>71984, "text"=>"Describe the file naming conventions that will be used in order to support quality assurance and version-control of your files and to help others understand how your data are organized.", "default_value"=>nil, "number"=>2, "section_id"=>23332, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"7957299f-24cd-4724-a1ef-c9dd2b23d602"}) -Annotation.create({"id"=>67832, "question_id"=>71984, "org_id"=>8, "text"=>"For guidance on file naming conventions please see the University of Edinburgh.", "type"=>"guidance", "versionable_id"=>"1d5d2a16-edc6-4464-ba88-24f5886cbfb0"}) -Question.create({"id"=>71985, "text"=>"Describe how you will ensure that documentation and metadata are created, captured and, if necessary, updated consistently throughout the research project.", "default_value"=>nil, "number"=>3, "section_id"=>23332, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"da239179-2e5a-4527-8724-2444e4ff448c"}) -Annotation.create({"id"=>67833, "question_id"=>71985, "org_id"=>8, "text"=>"High quality documentation and metadata help to ensure accuracy, consistency, and completeness of your data. It is considered best practice to develop and implement protocols that clearly communicate processes for capturing important information throughout your research project. Example topics that these protocols might cover include file naming conventions, file versioning, folder structure, and both descriptive and structural metadata.
\r\nResearchers and research staff should ideally have the opportunity to contribute to the content of metadata protocols, and it is additionally useful to consult regularly with members of the research team to capture any potential changes in data collection/processing that need to be reflected in the documentation.", "type"=>"guidance", "versionable_id"=>"04a6d14c-6b94-4411-a056-79b0f3e48df1"}) -Question.create({"id"=>71986, "text"=>"Describe any metadata standard(s) and/or tools that you will use to support the describing and documenting of your data. ", "default_value"=>nil, "number"=>4, "section_id"=>23332, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"90abab15-6c40-461e-836c-f2ec3c4ee70d"}) -Annotation.create({"id"=>67834, "question_id"=>71986, "org_id"=>8, "text"=>"Metadata are descriptions of the contents and context of data files. Using a metadata standard (a set of required fields to fill out) helps to ensure that your documentation is consistent, structured, and machine-readable, which is essential for depositing data in repositories and making it easily discoverable by search engines.
\r\nThere are both general and discipline-specific metadata standards and tools for research data.
\r\nOne of the most widely used metadata standards for surveys is DDI (Data Documentation Initiative), a free standard that can document and manage different stages in the research data lifecycle including data collection, processing, distribution, discovery and archiving.
\r\nFor assistance with choosing a metadata standard, support may be available at your institution’s Library or contact dmp-support@carl-abrc.ca. ", "type"=>"guidance", "versionable_id"=>"16b8495f-fa11-4bbf-9d37-97ca0927c19f"}) -Annotation.create({"id"=>67849, "question_id"=>71986, "org_id"=>45, "text"=>"For assistance with choosing and using a metadata standard, please contact York University Libraries at yul_rdm@yorku.ca.
", "type"=>"guidance", "versionable_id"=>"6cb2f517-9fa7-4939-b4ff-41a09c21b22e"}) -Section.create({"id"=>23333, "title"=>"Storage, Access, and Backup", "description"=>nil, "number"=>4, "phase_id"=>3667, "modifiable"=>false, "versionable_id"=>"ea7414ef-f59f-4451-9c4e-764e2a71c011"}) -Question.create({"id"=>71987, "text"=>"Describe where, how, and for how long data will be securely stored during the active phases of the research project. If any data are to be collected through the use of electronic platforms, account for their usage within your data storage description. Include a description of any policies and procedures that will be in place to ensure that data are regularly backed-up.", "default_value"=>nil, "number"=>1, "section_id"=>23333, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"41eb366d-7823-4c6e-bb2b-06e42d241177"}) -Annotation.create({"id"=>67835, "question_id"=>71987, "org_id"=>8, "text"=>"Data storage is a critical component of managing your research data, and secure methods should always be used, especially when managing sensitive data. Storing data on USB sticks, laptops, computers, and/or external hard drives without a regular backup procedure in place is not considered to be best practice due to their being a risk both for data breaches (e.g., loss, theft) as well as corruption and hardware failure. Likewise, having only one copy, or multiple copies of data stored in the same physical location does little to mitigate risk.
\r\nMany universities offer networked file storage which is automatically backed up. Contact your local (e.g., faculty or organization) and/or central IT services to find out what secure data storage services and resources they are able to offer to support your research project.
\r\nAdditionally, you may wish to consider investigating Compute Canada’s Rapid Access Service which provides Principal Investigators at Canadian post-secondary institutions with a modest amount of storage and cloud resources at no cost.", "type"=>"guidance", "versionable_id"=>"80f84426-053e-4eaa-a487-6c14df9cffd3"}) -Annotation.create({"id"=>67850, "question_id"=>71987, "org_id"=>45, "text"=>"Read an overview of data storage solutions and media types at the Consortium of European Social Science Data Archives.
\r\nFor York University researchers, UIT provides server data storage with on-campus and off-campus backup options. It is important that a conversation is had with UIT prior to submitting your grant as there may be costs associated with data storage that will need to be represented in your budget.
\r\nCanadian researchers could also consider storage and cloud resources available through the Compute Canada’s Rapid Access Services and Compute Canada Services for Humanities and Social Sciences Researchers.
", "type"=>"guidance", "versionable_id"=>"597ec3b6-85c5-4858-8da0-2dad796f8496"}) -Question.create({"id"=>71988, "text"=>"Describe how members of the research team will securely access and work with data during the active phases of the research project. ", "default_value"=>nil, "number"=>2, "section_id"=>23333, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"c99fcc78-5f83-4a35-8e71-559a830ca258"}) -Annotation.create({"id"=>67836, "question_id"=>71988, "org_id"=>8, "text"=>"It is important to determine at the early stages of your research project how members of the research team will appropriately access and work with data. If researchers will be working with data using their local computers (work or personal) then it is important to ensure that data are securely transferred (see previous question on data transferring), computers may need to be encrypted, and that all processes meet any requirements imposed by funders, institutions, and research ethics offices.
\r\nWhen possible, it can be very advantageous to use a cloud-based environment so that researchers can remotely access and work with data, reducing the need for data transferring and associated risks, as well as unnecessary copies of data existing.
\r\nOne such cloud environment that is freely available to Canadian researchers is Compute Canada’s Rapid Access Service. ", "type"=>"guidance", "versionable_id"=>"e0a62b2e-a967-4949-a1ab-8cdb114fd8b6"}) -Annotation.create({"id"=>67851, "question_id"=>71988, "org_id"=>45, "text"=>"Check out
\r\nThink about all of the data that will be generated, including their various versions, and estimate how much space (e.g., megabytes, gigabytes, terabytes) will be required to store them.
\r\nThe type of data you collect, along with the length of time that you require active storage, will impact the resources that you require. Textual and tabular data files are usually very small (a few megabytes) unless you have a lot of data. Video files are usually very large (hundreds of megabytes up to several gigabytes). If you have a large amount of data (gigabytes or terabytes), it will be more challenging to share and transfer it. You may need to consider networked storage options or more sophisticated backup methods.
\r\nYou may wish to contact your local IT services to discuss what data storage options are available to you, or consider the use of Compute Canada’s Rapid Access Service. ", "type"=>"guidance", "versionable_id"=>"a9286834-e40f-42fc-82bd-fae318e769ec"}) -Section.create({"id"=>23334, "title"=>"Preservation", "description"=>nil, "number"=>5, "phase_id"=>3667, "modifiable"=>false, "versionable_id"=>"1179dbd6-85c4-446c-b98f-cc3ff59218df"}) -Question.create({"id"=>71990, "text"=>"Describe how you will ensure that your data is preservation ready, including the file format(s) that they will be preserved in and. Explain how you will prevent data from being lost while processing and converting files.", "default_value"=>nil, "number"=>1, "section_id"=>23334, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"77778f54-3fd8-4c3c-b760-d076df1e8572"}) -Annotation.create({"id"=>67838, "question_id"=>71990, "org_id"=>8, "text"=>"Proprietary data formats are not optimal for long-term preservation of data as they typically require specialized licensed software to open them. Such software may have costs associated with its use, or may not even be available to others wanting to re-use your data in the future.
\r\nNon-proprietary file formats, such as comma-separated values (.csv), text (.txt) and free lossless audio codec (.flac), are considered preservation-friendly. The UK Data Archive provides a useful table of file formats for various types of data. Keep in mind that preservation-friendly files converted from one format to another may lose information (e.g. converting from an uncompressed TIFF file to a compressed JPG file), so changes to file formats should be documented.
\r\nIdentify the steps required to ensure the data you are choosing to preserve is error-free, and converted to recommended formats with a minimal risk of data loss following project completion. Some strategies to remove identifiers in images, audio, and video (e.g. blurring faces, changing voices) also remove information of value to other researchers.
\r\nSee this Portage DMP Exemplar in English or French for more help describing preservation-readiness.
", "type"=>"guidance", "versionable_id"=>"9115aaf5-c4df-4a57-b015-f42279613b11"}) -Question.create({"id"=>71991, "text"=>"Describe where you will preserve your data for long-term preservation, including any research data repositories that you may be considering to use. If there are any costs associated with the preservation of your data, include those details.", "default_value"=>nil, "number"=>2, "section_id"=>23334, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"19931f19-0a34-4b0a-ab2e-2099f73dde39"}) -Annotation.create({"id"=>67839, "question_id"=>71991, "org_id"=>8, "text"=>"A research data repository is a technology-based platform that allows for research data to be:
\r\nThere are different types of repositories including:
\r\nA key feature of a trusted research data repository is the assignment of a digital object identifier (DOI) to your data - a unique persistent identifier assigned by a registration agency to identify digital content and provide a persistent link to its location, enabling for long-term discovery.
\r\nDataverse is one of the most popular research data repository platforms in Canada for supporting the deposition of survey data and qualitative text files. Key features of Dataverse include the assignment of a DOI, the ability to make your data both open or restricted access, built in data citations, file versioning, and the ability to create customized terms of use pertaining to your data. Contact your local university Library to find out if there is a Dataverse instance available for you to use.
\r\nRe3data.org is an online registry of data repositories, which can be searched according to subject, content type and country. Find a list of Canadian research data repositories.", "type"=>"guidance", "versionable_id"=>"a7ccc151-2cc1-41f8-ab9f-5a50de976016"}) -Annotation.create({"id"=>67852, "question_id"=>71991, "org_id"=>45, "text"=>"Data Deposit
\r\nCheck out the Repository Options in Canada: A Portage Guide
\r\nScholars Portal Dataverse is available to York researchers and can serve preservation needs where single file size is less than 3 GB. Researchers interested in depositing large file size data sets are invited to discuss their options by consulting the RDM library services at yul_rdm@yorku.ca.
\r\nYork University Libraries is a formal sponsor of the Canadian Federated Research Data Repository (FRDR) and supports the deposit of larger data sets in this national research data repository. To learn more about FRDR, please review the terms of their data submission policy.
\r\nLarger projects will need to contact UIT to discuss the ongoing cost of long-term preservation. It is prudent that these costs be written into the grant budget.
\r\nFor other data deposit options, including discipline specific repositories, see the re3data.org directory.
\r\nCheck out the Generalist Repository Comparison Chart to learn more about different features of selected generalist repositories.
\r\nLong-term Preservation
\r\nIt’s possible that the data repository you've selected provides short- or medium-term data sharing and access but does not meet your long-term preservation needs.
\r\nCheck out the preservation policies of the data repositories to see how long the deposited data will be retained and whether they also provide long term data archiving services.
\r\nResearch data files and metadata made available through the York University Dataverse will generally be retained to the lifetime of the repository.
\r\nCheck out the current Data Retention and Deaccession Policy of FRDR.
\r\nA federated approach to research data preservation in Canada is under consideration and development.
\r\nIf you need assistance locating a suitable data repository or archive, please contact York University Libraries at yul_rdm@yorku.ca.
", "type"=>"guidance", "versionable_id"=>"76cff1d5-3c72-4f22-b5ee-82832a87acad"}) -Section.create({"id"=>23335, "title"=>"Sharing and Reuse", "description"=>nil, "number"=>6, "phase_id"=>3667, "modifiable"=>false, "versionable_id"=>"b96d6436-88b5-4712-acbc-46aea71d2b11"}) -Question.create({"id"=>71992, "text"=>"Describe what data you will be sharing, including which version(s) (e.g., raw, processed, analyzed) and in what format(s). ", "default_value"=>nil, "number"=>1, "section_id"=>23335, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"ac7aa17d-2879-4476-a005-49c731b79a3a"}) -Annotation.create({"id"=>67840, "question_id"=>71992, "org_id"=>8, "text"=>"Consider which data you are planning to share or that you may need to share in order to meet funding or institutional requirements. As well, think about which data may possibly be restricted for reasons relating to confidentiality and/or privacy. If you are planning to share either/both survey and qualitative interviews data that require de-identification, explain how any necessary direct and indirect identifiers will be removed.
\r\nExamples of file versions are:
\r\nRemember, research involving human participants typically requires participant consent to allow for the sharing of data. Along with your data, you should ideally include samples of the study information letter and participant consent form, as well as information relating to your approved institutional ethics application.
", "type"=>"guidance", "versionable_id"=>"26e2108a-9ddb-4a74-899f-49e78a57f9a0"}) -Question.create({"id"=>71993, "text"=>"Describe whether there will be any restrictions placed on your data when they are made available and who may access them. If data are not openly available, describe the process for gaining access.", "default_value"=>nil, "number"=>2, "section_id"=>23335, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"00f34952-f8ca-4118-a28b-7c39f537e422"}) -Annotation.create({"id"=>67841, "question_id"=>71993, "org_id"=>8, "text"=>"It may be necessary or desirable to restrict access to your data for a limited time or to a limited number of people, for:
\r\nStrategies to mitigate these issues may include:
\r\nIf applicable, consider creating a Terms of Use document to accompany your data.
", "type"=>"guidance", "versionable_id"=>"31708182-4210-4727-8542-3ec0637e1de0"}) -Question.create({"id"=>71994, "text"=>"What type of end-user license will you include with your data? ", "default_value"=>nil, "number"=>3, "section_id"=>23335, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"217cb252-6a2e-46af-b806-9828d6832667"}) -Annotation.create({"id"=>67842, "question_id"=>71994, "org_id"=>8, "text"=>"Licenses determine what uses can be made of your data. Funding agencies and/or data repositories may have end-user license requirements in place; if not, they may still be able to guide you in the development of a license. Once created, it is considered as best practice to include a copy of your end-user license with your Data Management Plan. Note that only the intellectual property rights holder(s) can issue a license, so it is crucial to clarify who owns those rights.
\r\nThere are several types of standard licenses available to researchers, such as the Creative Commons licenses and the Open Data Commons licenses. In fact, for most datasets it is easier to use a standard license rather than to devise a custom-made one. Note that even if you choose to make your data part of the public domain, it is preferable to make this explicit by using a license such as Creative Commons' CC0.
\r\nRead more about data licensing: UK Digital Curation Centre.", "type"=>"guidance", "versionable_id"=>"fc85f4b9-edea-41b1-afca-a0bd6efc83c1"}) -Section.create({"id"=>23336, "title"=>"Responsibilities and Resources", "description"=>nil, "number"=>7, "phase_id"=>3667, "modifiable"=>false, "versionable_id"=>"a067b6f5-d528-4f7d-ada4-34588781bf6a"}) -Question.create({"id"=>71995, "text"=>"Who will be responsible for data management during the project (i.e., during collection, processing, analysis, documentation)? Identify staff and organizational roles and their responsibilities for carrying out the data management plan (DMP), including time allocations and training requirements.", "default_value"=>nil, "number"=>1, "section_id"=>23336, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"0ab8dd8c-ea45-4ff0-9fac-e08ebb00df96"}) -Annotation.create({"id"=>67843, "question_id"=>71995, "org_id"=>8, "text"=>"Research data management is a shared responsibility that can involve many research team members including the Principal Investigator, co-investigators, collaborators, trainees, and research staff. Some projects warrant having a dedicated research data manager position. Think about your project and its needs, including the time and expertise that may be required to manage the data and if any training will be required to prepare members of the research team for these duties.
\r\nLarger and more complex research projects may additionally wish to have a research data management committee in place which can be responsible for data governance, including the development of policies and procedures relating to research data management. This is a useful way to tap into the collective expertise of the research team, and to establish robust policies and protocols that will serve to guide data management throughout your project.
", "type"=>"guidance", "versionable_id"=>"6bc7f573-1078-4691-aa91-46ed96d7dadd"}) -Question.create({"id"=>71996, "text"=>"How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator?", "default_value"=>nil, "number"=>2, "section_id"=>23336, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"7d9c66a3-4c8d-4f40-a49f-e9fa6046b306"}) -Annotation.create({"id"=>67844, "question_id"=>71996, "org_id"=>8, "text"=>"It is important to think ahead and be prepared for potential PI and/or research team members changes should they occur. Developing data governance policies that clearly indicate a succession strategy for the project’s data will help greatly in ensuring that the data continue to be effectively and appropriately managed. Such policies should clearly describe the process to be followed in the event that the Principal Investigator leaves the project. In some instances, a co-investigator or the department or division overseeing this research will assume responsibility. ", "type"=>"guidance", "versionable_id"=>"89f6bbf1-132f-4714-8d2c-ee8389ae059a"}) -Question.create({"id"=>71997, "text"=>"What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be?", "default_value"=>nil, "number"=>3, "section_id"=>23336, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"b7a61fd1-69e9-4eb1-acc8-931bce6ebc22"}) -Annotation.create({"id"=>67845, "question_id"=>71997, "org_id"=>8, "text"=>"Estimate as early as possible the resources and costs associated with the management of your project’s data. This estimate should incorporate costs incurred both during the active phases of the project as well as those potentially required for support of the data once the project is finished, including preparing the data for deposit and long-term preservation.
\r\nMany funding agencies will provide support for research data management, so these estimates may be included within your proposed project budget. Items that may be pertinent to mixed methods research include such things as a dedicated research data management position (even if it is part-time), support for the use of a digital survey data collection platform, computers/laptops, digital voice recorders, specialized software, transcription of qualitative interviews, data storage, data deposition, and data preservation.
", "type"=>"guidance", "versionable_id"=>"34cde2f8-eb55-4b26-919d-11f6555f245f"}) -Section.create({"id"=>23337, "title"=>"Ethics and Legal Compliance", "description"=>nil, "number"=>8, "phase_id"=>3667, "modifiable"=>false, "versionable_id"=>"e37d254e-227c-4f42-ae95-32bcae7522c7"}) -Question.create({"id"=>71998, "text"=>"If applicable, what strategies will you undertake to address secondary uses of data, and especially those which are sensitive in nature?", "default_value"=>nil, "number"=>1, "section_id"=>23337, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"6f198c9f-c105-4fc2-ad3a-56321b3c24ae"}) -Annotation.create({"id"=>67846, "question_id"=>71998, "org_id"=>8, "text"=>"Obtaining the appropriate consent from research participants is an important step in assuring Research Ethics Boards that the data may be shared with researchers outside your project. The consent statement may identify certain conditions clarifying the uses of the data by other researchers, as well as what version(s) of the data may be shared and re-used. For example, it may stipulate that the data will only be shared for non-profit research purposes, that the data will not be linked with personally identified data from other sources, and that only de-identified and/or aggregated data may be reused. In the case of qualitative interviews, this may include only the de-identified transcriptions of interviews and/or analytic files containing de-identified contextual information.
\r\nSensitive data in particular should always receive special attention and be clearly identified and documented within your DMP as to how they will be managed throughout your project including data collection, transferring, storage, access, and both potential sharing, and reuse.
\r\nYour data management plan and deposited data should both include an identifier or link to your approved research ethics application form as well as an example of any participant consent forms.
", "type"=>"guidance", "versionable_id"=>"8d4d38a5-18a5-47a0-8f45-3b03d95a2bb8"}) -Annotation.create({"id"=>67853, "question_id"=>71998, "org_id"=>45, "text"=>"If researchers seek to share openly de-identified data emerging from their research, it is crucial that consent be secured from participants during the informed consent process. Contact the Office of Research Ethics for further details about re-consent previously collected data.
\r\nData uploaded to Scholars Portal Dataverse can be restricted to only authorized users. You can easily manage the restrictions of your Dataverse and studies to be private, available to only certain IPs, to individual account(s), or to specific groups. When you choose this optional feature, security is in place to protect your data from others who wish to exploit or access data that they are not authorized to. However, Scholars Portal Dataverse does NOT accept content that contains confidential or sensitive information without appropriate permission. Dataverse can be used to share de-identified and non-confidential data only. Contributors are required to remove, replace, or redact such information from datasets prior to upload.
\r\nCheck out
\r\nFor help, please contact York University Libraries at yul_rdm@yorku.ca.
", "type"=>"guidance", "versionable_id"=>"8314b55f-c215-4ab4-848a-1c853b722b55"}) -Question.create({"id"=>71999, "text"=>"How will you manage legal, ethical, and intellectual property issues?", "default_value"=>nil, "number"=>2, "section_id"=>23337, "question_format_id"=>1, "option_comment_display"=>true, "modifiable"=>false, "versionable_id"=>"f75005bd-d41b-4b04-9e5e-24528d91acb3"}) -Annotation.create({"id"=>67847, "question_id"=>71999, "org_id"=>8, "text"=>"Compliance with privacy legislation and laws that may impose content restrictions in the data should be discussed with your institution's privacy officer, research services office, and/or research ethics office.
\r\nInclude here a description concerning ownership, licensing, and intellectual property rights of the data. Terms of reuse must be clearly stated, in line with the relevant legal and ethical requirements where applicable (e.g., subject consent, permissions, restrictions, etc.).
", "type"=>"guidance", "versionable_id"=>"0ad12d56-0eb3-465a-b9c2-dc59edc6191c"}) -Annotation.create({"id"=>67854, "question_id"=>71999, "org_id"=>45, "text"=>"In terms of ownership of research data, for faculty and post-docs at York University, please review the terms of your collective agreement. For graduate students, please review the Faculty of Graduate Studies Guide on Intellectual Property.
\r\nConsult York U Office of Research Services (ORS) and Information and Privacy Office for intellectual property and copyrights related questions.
", "type"=>"guidance", "versionable_id"=>"9d37ddad-17fe-4045-b89f-31b1ec10618d"}) diff --git a/db/seeds/sandbox/seeds_4.rb b/db/seeds/sandbox/seeds_4.rb deleted file mode 100644 index 82657e4a14..0000000000 --- a/db/seeds/sandbox/seeds_4.rb +++ /dev/null @@ -1,119 +0,0 @@ -# One super admin for the default org - # One funder Admin for the funder organization and an Org admin and User for the institutional organization - # ------------------------------------------------------- - # Admins are created 5 years ago - Faker::Config.random = Random.new(60) - pwd = Rails.application.secrets.user_password.to_s # pwd for regular user - users = [ - {email: "dmp.super.admin@engagedri.ca", - firstname: "Super", - surname: "Admin", - language_id: 1, - password: Rails.application.secrets.super_admin_password.to_s, - password_confirmation: Rails.application.secrets.super_admin_password.to_s, - org: Org.find_by(abbreviation: "Portage"), - language: Language.all.first, - perms: Perm.all, - accept_terms: true, - api_token: Org.column_defaults['api_token'], - confirmed_at: 5.years.ago, - created_at: 5.years.ago, - active:1}, - {email: "dmp.test.user.admin@engagedri.ca", - firstname: "Test", - surname: "User", - password: Rails.application.secrets.english_admin_password.to_s, - password_confirmation: Rails.application.secrets.english_admin_password.to_s, - org: Org.find_by(abbreviation: 'IEO'), - language_id: 1, # English - perms: Perm.where.not(name: ['admin', 'add_organisations', 'change_org_affiliation', 'grant_api_to_orgs']), - accept_terms: true, - api_token: Org.column_defaults['api_token'], - confirmed_at: 5.years.ago, - created_at: 5.years.ago, - active:1 - }, - {email: "dmp.utilisateur.test.admin@engagedri.ca", - firstname: "Utilisateur", - surname: "test", - password: Rails.application.secrets.french_admin_password.to_s, - password_confirmation: Rails.application.secrets.french_admin_password.to_s, - language_id: 2, # French - org: Org.find_by(abbreviation: 'OEO'), - perms: Perm.where.not(name: ['admin', 'add_organisations', 'change_org_affiliation', 'grant_api_to_orgs']), - accept_terms: true, - api_token: Org.column_defaults['api_token'], - confirmed_at: 5.years.ago, - created_at: 5.years.ago, - active:1 - } - ] - users.each{ |u| User.create(u) } - # Some existing users for statistics. Creation times are within 12 months - (1..20).each do |index| - user = { - email: "tester" + index.to_s + "@test.ca", - firstname: Faker::Name.first_name, - surname: Faker::Name.last_name, - password: pwd, - password_confirmation: pwd, - org: Org.find_by(id: Rails.application.secrets.funder_org_id.to_i), - language: Language.all.first, - perms: [], - accept_terms: true, - api_token: Faker::Lorem.word, - confirmed_at: rand(1...12).month.ago, - created_at: rand(1...12).month.ago, - active:1 - } - User.create!(user) - end - (1..20).each do |index| - user = { - email: "tester" + (index+20).to_s + "@test.ca", - firstname: Faker::Name.first_name, - surname: Faker::Name.last_name, - password: pwd, - password_confirmation: pwd, - org: Org.find_by(id: Rails.application.secrets.english_org_id.to_i), - language: Language.all.first, - perms: [], - accept_terms: true, - api_token: Faker::Lorem.word, - confirmed_at: rand(1...12).month.ago, - created_at: rand(1...12).month.ago, - active:1 - } - User.create!(user) - end - (1..20).each do |index| - user = { - email: "tester" + (index+40).to_s + "@test.ca", - firstname: Faker::Name.first_name, - surname: Faker::Name.last_name, - password: pwd, - password_confirmation: pwd, - org: Org.find_by(id: Rails.application.secrets.french_org_id.to_i), - language: Language.all.last, # French - perms: [], - accept_terms: true, - api_token: Faker::Lorem.word, - confirmed_at: rand(1...12).month.ago, - created_at: rand(1...12).month.ago, - active:1 - } - User.create!(user) - end - - # Before enter plan data, change two template's org to the two test organization to add data to user statistics - t1 = Template.where(:title => "Portage Template").where.not(:org_id => 8).first - t1.org_id = Rails.application.secrets.english_org_id.to_i.to_i - t1.title += "-Test1" - t1.save! - - t2 = Template.where(:title => "Portage Template").where.not(:org_id => 8).first - t2.org_id = Rails.application.secrets.french_org_id.to_i.to_i - t2.title += "-Test2" - t2.save! - - \ No newline at end of file diff --git a/db/seeds/sandbox/seeds_5.rb b/db/seeds/sandbox/seeds_5.rb deleted file mode 100644 index 24cf633109..0000000000 --- a/db/seeds/sandbox/seeds_5.rb +++ /dev/null @@ -1,7378 +0,0 @@ -Plan.create({"id"=>1, "title"=>"Test Plan 0", "template_id"=>1, "identifier"=>"1", "description"=>"Ratione voluptatem in quia.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>1, "user_id"=>3, "plan_id"=>1, "access"=>15, "active"=>true}) -Plan.create({"id"=>2, "title"=>"Test Plan 1", "template_id"=>2, "identifier"=>"2", "description"=>"In totam id voluptatibus.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>2, "user_id"=>3, "plan_id"=>2, "access"=>15, "active"=>true}) -Plan.create({"id"=>3, "title"=>"Test Plan 2", "template_id"=>1, "identifier"=>"3", "description"=>"Corrupti animi ipsa et.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>3, "user_id"=>3, "plan_id"=>3, "access"=>15, "active"=>true}) -Plan.create({"id"=>4, "title"=>"Test Plan 3", "template_id"=>3, "identifier"=>"4", "description"=>"Enim quaerat sit commodi.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>4, "user_id"=>3, "plan_id"=>4, "access"=>15, "active"=>true}) -Plan.create({"id"=>5, "title"=>"Test Plan 4", "template_id"=>4, "identifier"=>"5", "description"=>"Aut ut et officiis.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>5, "user_id"=>3, "plan_id"=>5, "access"=>15, "active"=>true}) -Plan.create({"id"=>6, "title"=>"Test Plan 5", "template_id"=>5, "identifier"=>"6", "description"=>"Nobis quo temporibus ut.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>6, "user_id"=>3, "plan_id"=>6, "access"=>15, "active"=>true}) -Plan.create({"id"=>7, "title"=>"Test Plan 6", "template_id"=>6, "identifier"=>"7", "description"=>"Cupiditate dignissimos quae perferendis.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>7, "user_id"=>3, "plan_id"=>7, "access"=>15, "active"=>true}) -Role.create({"id"=>8, "user_id"=>3, "plan_id"=>7, "access"=>8, "active"=>true}) -Plan.create({"id"=>8, "title"=>"Test Plan 7", "template_id"=>7, "identifier"=>"8", "description"=>"Aliquid possimus tempore esse.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>9, "user_id"=>3, "plan_id"=>8, "access"=>15, "active"=>true}) -Plan.create({"id"=>9, "title"=>"Test Plan 8", "template_id"=>8, "identifier"=>"9", "description"=>"Magnam sed omnis sunt.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10, "user_id"=>3, "plan_id"=>9, "access"=>15, "active"=>true}) -Plan.create({"id"=>10, "title"=>"Test Plan 9", "template_id"=>9, "identifier"=>"10", "description"=>"Repellat nulla et cumque.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>11, "user_id"=>3, "plan_id"=>10, "access"=>15, "active"=>true}) -Plan.create({"id"=>11, "title"=>"Test Plan 10", "template_id"=>1, "identifier"=>"11", "description"=>"Necessitatibus error iusto voluptatem.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>13, "user_id"=>3, "plan_id"=>11, "access"=>15, "active"=>true}) -Plan.create({"id"=>12, "title"=>"Test Plan 11", "template_id"=>10, "identifier"=>"0761363", "description"=>"Vero animi sit molestiae.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>14, "user_id"=>3, "plan_id"=>12, "access"=>15, "active"=>true}) -Plan.create({"id"=>13, "title"=>"Test Plan 12", "template_id"=>11, "identifier"=>"13", "description"=>"Delectus consequatur facilis est.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>15, "user_id"=>3, "plan_id"=>13, "access"=>15, "active"=>true}) -Plan.create({"id"=>14, "title"=>"Test Plan 13", "template_id"=>12, "identifier"=>"14", "description"=>"Doloremque et rem autem.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>16, "user_id"=>3, "plan_id"=>14, "access"=>15, "active"=>true}) -Plan.create({"id"=>15, "title"=>"Test Plan 14", "template_id"=>13, "identifier"=>"15", "description"=>"Ut earum ut quisquam.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>17, "user_id"=>3, "plan_id"=>15, "access"=>15, "active"=>true}) -Plan.create({"id"=>16, "title"=>"Test Plan 15", "template_id"=>14, "identifier"=>"16", "description"=>"Eaque quo blanditiis optio.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>18, "user_id"=>3, "plan_id"=>16, "access"=>15, "active"=>true}) -Plan.create({"id"=>17, "title"=>"Test Plan 16", "template_id"=>1, "identifier"=>"17", "description"=>"Incidunt sapiente eum suscipit.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>19, "user_id"=>3, "plan_id"=>17, "access"=>15, "active"=>true}) -Plan.create({"id"=>18, "title"=>"Test Plan 17", "template_id"=>15, "identifier"=>"18", "description"=>"Quam provident voluptate aut.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>20, "user_id"=>3, "plan_id"=>18, "access"=>15, "active"=>true}) -Plan.create({"id"=>19, "title"=>"Test Plan 18", "template_id"=>16, "identifier"=>"19", "description"=>"Magni voluptas cum eum.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>21, "user_id"=>3, "plan_id"=>19, "access"=>15, "active"=>true}) -Plan.create({"id"=>20, "title"=>"Test Plan 19", "template_id"=>1, "identifier"=>"123ABC", "description"=>"Illo reprehenderit commodi voluptas.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>nil, "grant_id"=>2252, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>22, "user_id"=>1, "plan_id"=>20, "access"=>15, "active"=>true}) -Role.create({"id"=>24, "user_id"=>1, "plan_id"=>20, "access"=>14, "active"=>true}) -Plan.create({"id"=>21, "title"=>"Test Plan 20", "template_id"=>17, "identifier"=>"asg987", "description"=>"Optio sunt qui dolorem.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>nil, "grant_id"=>2253, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>26, "user_id"=>1, "plan_id"=>21, "access"=>15, "active"=>true}) -Plan.create({"id"=>22, "title"=>"Test Plan 21", "template_id"=>1, "identifier"=>"22", "description"=>"Iste sapiente beatae explicabo.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>28, "user_id"=>1, "plan_id"=>22, "access"=>15, "active"=>true}) -Plan.create({"id"=>23, "title"=>"Test Plan 22", "template_id"=>18, "identifier"=>"23", "description"=>"Aut quibusdam ex perferendis.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>29, "user_id"=>3, "plan_id"=>23, "access"=>15, "active"=>true}) -Plan.create({"id"=>24, "title"=>"Test Plan 23", "template_id"=>19, "identifier"=>"24", "description"=>"Quasi doloribus labore ut.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>30, "user_id"=>3, "plan_id"=>24, "access"=>15, "active"=>true}) -Plan.create({"id"=>25, "title"=>"Test Plan 24", "template_id"=>20, "identifier"=>"25", "description"=>"Totam quis doloremque corporis.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>31, "user_id"=>3, "plan_id"=>25, "access"=>15, "active"=>true}) -Plan.create({"id"=>26, "title"=>"Test Plan 25", "template_id"=>21, "identifier"=>"26", "description"=>"Accusantium impedit quia facere.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>32, "user_id"=>3, "plan_id"=>26, "access"=>15, "active"=>true}) -Plan.create({"id"=>27, "title"=>"Test Plan 26", "template_id"=>22, "identifier"=>"27", "description"=>"Qui incidunt earum dolore.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>33, "user_id"=>3, "plan_id"=>27, "access"=>15, "active"=>true}) -Plan.create({"id"=>28, "title"=>"Test Plan 27", "template_id"=>23, "identifier"=>"123", "description"=>"In beatae iure impedit.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>true, "org_id"=>8, "funder_id"=>nil, "grant_id"=>2254, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>34, "user_id"=>1, "plan_id"=>28, "access"=>15, "active"=>true}) -Plan.create({"id"=>29, "title"=>"Test Plan 28", "template_id"=>1, "identifier"=>"RL-00001", "description"=>"Dolores aperiam saepe ipsam.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>true, "org_id"=>8, "funder_id"=>nil, "grant_id"=>2255, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>35, "user_id"=>1, "plan_id"=>29, "access"=>15, "active"=>true}) -Role.create({"id"=>36, "user_id"=>1, "plan_id"=>29, "access"=>14, "active"=>true}) -Role.create({"id"=>37, "user_id"=>1, "plan_id"=>29, "access"=>12, "active"=>true}) -Role.create({"id"=>38, "user_id"=>1, "plan_id"=>29, "access"=>12, "active"=>true}) -Plan.create({"id"=>30, "title"=>"Test Plan 29", 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"title"=>"Test Plan 1361", "template_id"=>1160, "identifier"=>"1960", "description"=>"Iure aspernatur dolore nihil.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>8, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>2152, "user_id"=>1, "plan_id"=>1960, "access"=>15, "active"=>true}) -Plan.create({"id"=>1961, "title"=>"Test Plan 1362", "template_id"=>651, "identifier"=>"1961", "description"=>"Non nulla cumque porro.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>2153, "user_id"=>1, "plan_id"=>1961, "access"=>15, "active"=>true}) -Plan.create({"id"=>1963, "title"=>"Test Plan 1363", "template_id"=>1161, "identifier"=>"1963", "description"=>"Vel qui autem voluptate.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>7, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>2156, "user_id"=>2, "plan_id"=>1963, "access"=>15, "active"=>true}) -Plan.create({"id"=>1967, "title"=>"Test Plan 1364", "template_id"=>1162, "identifier"=>"1967", "description"=>"Qui eaque quod eum.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>8, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>2161, "user_id"=>3, "plan_id"=>1967, "access"=>15, "active"=>true}) -Plan.create({"id"=>1968, "title"=>"Test Plan 1365", "template_id"=>1163, "identifier"=>"1968", "description"=>"Nihil nostrum suscipit laudantium.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>8, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>2162, "user_id"=>3, "plan_id"=>1968, "access"=>15, "active"=>true}) -Plan.create({"id"=>1969, "title"=>"Test Plan 1366", "template_id"=>300, "identifier"=>"1969", "description"=>"Qui eos ducimus facere.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>true, "org_id"=>8, "funder_id"=>8, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>2164, "user_id"=>1, "plan_id"=>1969, "access"=>15, "active"=>true}) -Role.create({"id"=>2168, 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"ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10297, "user_id"=>1, "plan_id"=>8547, "access"=>15, "active"=>true}) -Role.create({"id"=>10384, "user_id"=>1, "plan_id"=>8547, "access"=>8, "active"=>true}) -Plan.create({"id"=>8566, "title"=>"Test Plan 3430", "template_id"=>3403, "identifier"=>"8566", "description"=>"Dolorem id quis saepe.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>true, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10324, "user_id"=>3, "plan_id"=>8566, "access"=>15, "active"=>true}) -Plan.create({"id"=>8568, "title"=>"Test Plan 3431", "template_id"=>3536, "identifier"=>"8568", "description"=>"Et possimus quam qui.", "visibility"=>"is_test", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>8, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10326, "user_id"=>1, "plan_id"=>8568, "access"=>15, "active"=>true}) -Role.create({"id"=>10552, "user_id"=>1, "plan_id"=>8568, "access"=>14, "active"=>true}) -Plan.create({"id"=>8569, "title"=>"Test Plan 3432", "template_id"=>3466, "identifier"=>"8569", "description"=>"Ab sequi a dolor.", "visibility"=>"is_test", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>8, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10333, "user_id"=>1, "plan_id"=>8569, "access"=>15, "active"=>false}) -Role.create({"id"=>10335, "user_id"=>1, "plan_id"=>8569, "access"=>12, "active"=>false}) -Role.create({"id"=>10336, "user_id"=>1, "plan_id"=>8569, "access"=>14, "active"=>true}) 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-Role.create({"id"=>10360, "user_id"=>3, "plan_id"=>8590, "access"=>15, "active"=>true}) -Plan.create({"id"=>8612, "title"=>"Test Plan 3435", "template_id"=>3469, "identifier"=>"8612", "description"=>"Est et autem accusamus.", "visibility"=>"is_test", "feedback_requested"=>false, "complete"=>true, "org_id"=>8, "funder_id"=>8, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10383, "user_id"=>1, "plan_id"=>8612, "access"=>15, "active"=>true}) -Role.create({"id"=>10572, "user_id"=>1, "plan_id"=>8612, "access"=>14, "active"=>true}) -Plan.create({"id"=>8624, "title"=>"Test Plan 3436", "template_id"=>3403, "identifier"=>"8624", "description"=>"Optio voluptatem inventore dolorem.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10396, "user_id"=>3, "plan_id"=>8624, "access"=>15, "active"=>true}) -Plan.create({"id"=>8643, "title"=>"Test Plan 3437", "template_id"=>3409, "identifier"=>"8643", "description"=>"Maxime neque quia impedit.", "visibility"=>"is_test", "feedback_requested"=>false, "complete"=>false, "org_id"=>7, "funder_id"=>nil, "grant_id"=>3220, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10415, "user_id"=>2, "plan_id"=>8643, "access"=>15, "active"=>true}) -Plan.create({"id"=>8645, "title"=>"Test Plan 3438", "template_id"=>3409, "identifier"=>"8645", "description"=>"Repellat et eum ut.", "visibility"=>"is_test", "feedback_requested"=>false, "complete"=>false, "org_id"=>7, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10417, "user_id"=>2, "plan_id"=>8645, "access"=>15, "active"=>true}) -Plan.create({"id"=>8654, "title"=>"Test Plan 3439", "template_id"=>3403, "identifier"=>"8654", "description"=>"Sint corrupti natus provident.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>true, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10426, "user_id"=>3, "plan_id"=>8654, "access"=>15, "active"=>true}) -Plan.create({"id"=>8676, "title"=>"Test Plan 3440", "template_id"=>3464, "identifier"=>"8676", "description"=>"Magnam labore maxime mollitia.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>8, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10463, "user_id"=>1, "plan_id"=>8676, "access"=>15, "active"=>true}) -Plan.create({"id"=>8678, "title"=>"Test Plan 3441", "template_id"=>3463, "identifier"=>"8678", "description"=>"Quia quod excepturi adipisci.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>8, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10465, "user_id"=>1, "plan_id"=>8678, "access"=>15, "active"=>true}) -Plan.create({"id"=>8680, "title"=>"Test Plan 3442", "template_id"=>3463, "identifier"=>"8680", "description"=>"Et quia ipsa vel.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>7, "funder_id"=>8, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10467, "user_id"=>2, "plan_id"=>8680, "access"=>15, "active"=>true}) -Plan.create({"id"=>8681, "title"=>"Test Plan 3443", "template_id"=>3463, "identifier"=>"8681", "description"=>"Delectus sit porro reprehenderit.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>8, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10468, "user_id"=>1, "plan_id"=>8681, "access"=>15, "active"=>true}) -Plan.create({"id"=>8703, "title"=>"Test Plan 3444", "template_id"=>3409, "identifier"=>"8703", "description"=>"Est unde rerum dolor.", "visibility"=>"is_test", "feedback_requested"=>false, "complete"=>false, "org_id"=>7, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10492, "user_id"=>2, "plan_id"=>8703, "access"=>15, "active"=>true}) -Plan.create({"id"=>8704, "title"=>"Test Plan 3445", "template_id"=>3409, "identifier"=>"8704", "description"=>"Minus nam velit soluta.", "visibility"=>"is_test", "feedback_requested"=>false, "complete"=>false, "org_id"=>7, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10493, "user_id"=>2, "plan_id"=>8704, "access"=>15, "active"=>true}) -Plan.create({"id"=>8711, "title"=>"Test Plan 3446", "template_id"=>3536, "identifier"=>"8711", "description"=>"Est delectus itaque voluptatem.", "visibility"=>"publicly_visible", "feedback_requested"=>false, "complete"=>true, "org_id"=>1, "funder_id"=>8, "grant_id"=>3230, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10506, "user_id"=>3, "plan_id"=>8711, "access"=>15, "active"=>true}) -Role.create({"id"=>10510, "user_id"=>3, "plan_id"=>8711, "access"=>8, "active"=>true}) -Plan.create({"id"=>8712, "title"=>"Test Plan 3447", "template_id"=>3409, "identifier"=>"8712", "description"=>"Et eos ipsa voluptatem.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>true, "org_id"=>7, "funder_id"=>nil, "grant_id"=>3231, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10507, "user_id"=>2, "plan_id"=>8712, "access"=>15, "active"=>true}) -Role.create({"id"=>10512, "user_id"=>2, "plan_id"=>8712, "access"=>14, "active"=>true}) -Role.create({"id"=>10513, "user_id"=>2, "plan_id"=>8712, "access"=>12, "active"=>true}) -Plan.create({"id"=>8733, "title"=>"Test Plan 3448", "template_id"=>3468, "identifier"=>"8733", "description"=>"Quo sed eligendi rerum.", "visibility"=>"is_test", "feedback_requested"=>false, "complete"=>false, "org_id"=>7, "funder_id"=>8, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10536, "user_id"=>2, "plan_id"=>8733, "access"=>15, "active"=>true}) -Plan.create({"id"=>8741, "title"=>"Test Plan 3449", "template_id"=>3461, "identifier"=>"8741", "description"=>"Laborum et deleniti et.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>8, "grant_id"=>3238, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10547, "user_id"=>1, "plan_id"=>8741, "access"=>15, "active"=>true}) -Plan.create({"id"=>8743, "title"=>"Test Plan 3450", "template_id"=>3536, "identifier"=>"1234", "description"=>"Praesentium porro expedita sapiente.", "visibility"=>"organisationally_visible", "feedback_requested"=>false, "complete"=>true, "org_id"=>8, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10550, "user_id"=>1, "plan_id"=>8743, "access"=>15, "active"=>true}) -Plan.create({"id"=>8751, "title"=>"Test Plan 3451", "template_id"=>3465, "identifier"=>"8751", "description"=>"Occaecati voluptatem itaque voluptas.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10562, "user_id"=>3, "plan_id"=>8751, "access"=>15, "active"=>true}) -Plan.create({"id"=>8756, "title"=>"Test Plan 3452", "template_id"=>3536, "identifier"=>"8756", "description"=>"Adipisci quo harum omnis.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>true, "org_id"=>7, "funder_id"=>81, "grant_id"=>3247, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>"funded"}) -Role.create({"id"=>10570, "user_id"=>2, "plan_id"=>8756, "access"=>15, "active"=>true}) -Role.create({"id"=>10575, "user_id"=>2, "plan_id"=>8756, "access"=>14, "active"=>true}) -Role.create({"id"=>10579, "user_id"=>2, "plan_id"=>8756, "access"=>12, "active"=>true}) -Plan.create({"id"=>8771, "title"=>"Test Plan 3453", "template_id"=>3409, "identifier"=>"8771", "description"=>"Accusantium laborum eos vel.", "visibility"=>"is_test", "feedback_requested"=>false, "complete"=>false, "org_id"=>7, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10596, "user_id"=>2, "plan_id"=>8771, "access"=>15, "active"=>true}) -Plan.create({"id"=>8777, "title"=>"Test Plan 3454", "template_id"=>3536, "identifier"=>"8777", "description"=>"Non debitis repellendus ut.", "visibility"=>"is_test", "feedback_requested"=>false, "complete"=>false, "org_id"=>7, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10609, "user_id"=>2, "plan_id"=>8777, "access"=>15, "active"=>true}) -Plan.create({"id"=>8778, "title"=>"Test Plan 3455", "template_id"=>3473, "identifier"=>"8778", "description"=>"Architecto aut corrupti placeat.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>7, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10610, "user_id"=>2, "plan_id"=>8778, "access"=>15, "active"=>true}) -Plan.create({"id"=>8784, "title"=>"Test Plan 3456", "template_id"=>3403, "identifier"=>"8784", "description"=>"Et molestiae non architecto.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10616, "user_id"=>3, "plan_id"=>8784, "access"=>15, "active"=>true}) -Plan.create({"id"=>8790, "title"=>"Test Plan 3457", "template_id"=>3409, "identifier"=>"8790", "description"=>"Qui non atque blanditiis.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>7, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10622, "user_id"=>2, "plan_id"=>8790, "access"=>15, "active"=>true}) -Plan.create({"id"=>8791, "title"=>"Test Plan 3458", "template_id"=>3465, "identifier"=>"8791", "description"=>"Omnis quae deserunt laboriosam.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10623, "user_id"=>1, "plan_id"=>8791, "access"=>15, "active"=>true}) -Plan.create({"id"=>8794, "title"=>"Test Plan 3459", "template_id"=>3403, "identifier"=>"8794", "description"=>"Tempore laudantium perferendis accusamus.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>1, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>"planned"}) -Role.create({"id"=>10640, "user_id"=>3, "plan_id"=>8794, "access"=>15, "active"=>true}) -Plan.create({"id"=>8805, "title"=>"Test Plan 3460", "template_id"=>3465, "identifier"=>"8805", "description"=>"Mollitia minima vel consectetur.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>8, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10652, "user_id"=>1, "plan_id"=>8805, "access"=>15, "active"=>true}) -Plan.create({"id"=>8811, "title"=>"Test Plan 3461", "template_id"=>3409, "identifier"=>"8811", "description"=>"Alias laboriosam nobis voluptas.", "visibility"=>"privately_visible", "feedback_requested"=>false, "complete"=>false, "org_id"=>7, "funder_id"=>nil, "grant_id"=>nil, "research_domain_id"=>nil, "ethical_issues"=>nil, "ethical_issues_description"=>nil, "ethical_issues_report"=>nil, "funding_status"=>nil}) -Role.create({"id"=>10663, "user_id"=>2, "plan_id"=>8811, "access"=>15, "active"=>true}) -Role.create({"id"=>10694, "user_id"=>2, "plan_id"=>8811, "access"=>14, "active"=>true}) -Role.create({"id"=>10696, "user_id"=>2, "plan_id"=>8811, "access"=>14, "active"=>true}) diff --git a/lib/tasks/export_portage.rake b/lib/tasks/export_portage.rake index 53667f532c..3146ac698b 100644 --- a/lib/tasks/export_portage.rake +++ b/lib/tasks/export_portage.rake @@ -1,6 +1,14 @@ # frozen_string_literal: true +ALLIANCE_TEMPLATE_TITLE = 'Alliance Template' +TEST_ORG_NAMES = { english: 'Test Organization', french: 'Organisation de test' }.freeze + namespace :export_production_data do + def sandbox_orgs + # NOTE: This helper should only be called after build_sandbox_orgs (seeds_1) has run. + Org.where(id: Rails.application.config.default_funder_id) + .or(Org.where(name: TEST_ORG_NAMES.values)) + end desc 'Generate seed files' # The procedure can be adjusted depending on whether the task will be run in a different server first task build_sandbox_data: :environment do @@ -26,58 +34,57 @@ namespace :export_production_data do ## Following tasks needs to be run in sequence ##################################################### - # rubocop:disable Layout/LineLength # seed_1: org & question format must be created before templates and template-related components desc 'Export org and question format from 3.0.2 database to seeds_1.rb' + + # rubocop:disable Metrics/MethodLength + def build_sandbox_orgs + # Add one English and one French sandbox org + updates = [ + { + name: TEST_ORG_NAMES[:english], + abbreviation: 'IEO', + contact_name: 'Test User', + contact_email: 'dmp.test.user.admin@engagedri.ca', + language_id: 1, # English + feedback_msg: <<~HTML +Hello %{user_name}.
+
+ Your plan "%{plan_name}" has been submitted for feedback from an administrator at your organisation.
+
If you have questions pertaining to this action, please contact us at %{organisation_email}.
+
Bonjour %{user_name}.
+Votre plan "%{plan_name}" a été soumis pour commentaires d’un administrateur de votre organisation.
+
Si vous avez des questions concernant cette action, veuillez communiquer avec nous à %{organisation_email}.
+
Bonjour %{user_name}.
-Votre plan "%{plan_name}" a été soumis pour commentaires d’un administrateur de votre organisation.
-
Si vous avez des questions concernant cette action, veuillez communiquer avec nous à %{organisation_email}.
-
Hello %{user_name}.
-
- Your plan "%{plan_name}" has been submitted for feedback from an administrator at your organisation.
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If you have questions pertaining to this action, please contact us at %{organisation_email}.
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