Building a data management strategy

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1 Building a data management strategy Exercise 1 - Metadata Work in pairs for this exercise. A staff member is about to leave the organisation and as part of the hand-over process has given you a data file containing these data in Table 7.2 below. wt1 wt2 block plot subplot row treat (gms) (gms) MC% 15MC% t/ha Control Control Control Control Control Control Control Control Control Control Control Control Control Control Control Control Control Control Table Data file

2 The complete dataset is in the file called Metadata.xls. What would you like to know about these data? Write down as many questions as you would like to ask the staff member while he/she is still around. Exercise 2 - Problems & solutions 118 Working in groups of 4 or 5, discuss the data management problems of each member's institute or organization. Consider possible solutions to these problems. It is likely that some of you have similar problems. In Table 7.3 below write the problem, the number of group members with that problem and any possible solutions you come up with. Continue on a separate sheet if necessary. Problem Frequency Possible solutions Table Problems and solutions In the plenary session we will look at the most frequent problems occurring within the groups and the solutions that have been suggested.

3 Exercise 3 - Tools to help define a strategy Again working in groups of 4 or 5, consider each of the topics in Table 7.4 below, together with any others you might think of. Write down what your current situation is, and then state what changes are needed. The topics are not presented in any particular order. Area of Concern Current situation Changes needed Objectives of data management scheme What sort of data is concerned? Will this be a scheme for a few simple activities or many complex or long-term activities? Will the data be used by a few individuals working in isolation or by teams with many people working together? Will the data be used at the time and place it is generated or elsewhere? 119

4 Area of Concern Current situation Changes needed 120 Responsibilities. Who is responsible for: Designing data collection sheets? Checking field data recording? Designing spreadsheets and databases? Entering data? Checking and correcting the raw data entry? Pre-processing the data for analysis? Checking and correcting data after pre-processing? Analysing data? Archiving data? Overseeing the whole process? Do all these people have the necessary skills? Timing When (relative to field data collection) is raw data entered? When is it checked? When is the first analysis done?

5 Area of Concern Current situation Changes needed Data integration Can data from different phases of the study be integrated? Does research planning ensure data are comparable across trials, locations and seasons? Are data from different parts of the study sufficiently well identified to be able to link them? Location Where are paper data records stored? Where are computer files stored? Are copies sent to other locations? Which is the 'master' copy and how do you ensure all versions are consistent? 121 Data sharing Who owns the data? Who has access to it? What happens when staff responsible for the data, leave the institute? What rights and responsibilities do partner institutions have?

6 Area of Concern Current situation Changes needed 122 Institutional Are there institute - wide data management guidelines or practices? Does your data management strategy have to be congruent with any others? What priority is given to data management in the institute? Does it receive adequate resources? Does it receive attention during evaluation? Other Table Defining a strategy Exercise 4 - Action Plan As a final output from this course we want you to consider the current data management strategy at your institute or organization. Think about what works well and what could be improved. What steps will you take to improve your strategy? Think about the shortterm (next week), the mid-term (within the next 6 months), and the longer term (within the next 2 years). Think about what you would like to achieve within each of these time frames and how you might reach those goals. Table 7.5 shows an Action Plan template; fill this in stating your goals and a series of manageable steps you will take to achieve those goals. Keep your plan somewhere prominent in your office so you are constantly reminded of your goals, and tick each point as it is achieved. Continue on a separate sheet if necessary.

7 Data Management Action Plan Today's Date: Deadline Goal Actions Progress Date achieved (within a week) Date: (within 6 mths) Date: 123 within 2 yrs) Date: Table Action Plan template

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