Data appraisal

M1 Research Data Management M2 Visibility of the activity and networking Orientation module M4 Advice and technical support M3 CAS in DATA STEWARDSHIP DATA APPRAISAL Storing, preserving and sharing data at the end of the research Basma Makhlouf Shabou (HEG-GE) 19 ABOUT THIS PRESENTATION This presentation is released under a CC BY 4.0 license, which means that you are free to reuse, distribute, remix, adapt, and build upon the material in any medium or format only so long as attribution is given to the creator. If you remix, adapt, or build upon the material, we highly recommend to license the modified material under identical terms. This course is part of the CAS in Data Stewardship. Author Basma Makhlouf Shabou Provider HEG-GE Title Data appraisal Education level Graduates Language English License CC BY 4.0 Estimate total time 1h20 Version v20241120 How to attribute MAKHLOUF SHABOU, Basma (HEG-GE) 2024. Storing, preserving and sharing data at the end of the research: Data appraisal [Lausanne]. CAS Data Stewardship UNIL. 22 November 2024. 20 Before thinking storage, what are the other options ? What to do for foreseeing what to keep and what destroy? 21 This would be covered by data appraisal 22 DATA APPRAISAL Nature and goals, decision process, use case, retention period Appraisal is a major archival function that manages the life cycle of records. The objectives of appraisal are to determine which documents to create and capture, how long different corporate records need to be kept and to identify their final disposition. An appraisal clarifies and documents responsibilities and roles over a record’s lifespan. It is operated by a documented process and tools that are at once collaborative and should help the decision-making process. This process considers different internal and external contextual dimensions. Sources: International Organization for Standardization 2018; Makhlouf Shabou 2020 NATURE AND GOALS (+) Learn more: read International Organization for Standardization (2018) & Makhlouf Shabou (2020) (see complete reference at the end of this presentation) 23 24 DECISION Who decides? Researchers have primary responsibility for deciding which research data and primary materials are candidates for long-term retention and wider accessibility. What to decide? •Datasets worth being permanently preserved •Datasets to be partially but permanently preserved (sampling) •Datasets to be totally destroyed 25 HOW TO DO DATA APPRAISAL? RD appraisal process needs to be •transparent •documented •defensible •compliant RD appraisal is not … •an ad hoc process; it must be guided by local and community policies and legal requirements. •personal and intuitive choices 26 HOW TO DO DATA APPRAISAL? Major considerations and criteria 1. Relevance to mission 2. Values: scientific, historical, cultural, etc… 3. Uniqueness 4. Potential for redistribution 5. Non-replicability 6. Economic case 7. Full documentation Additional criteria set 1. Reliability, integrity, and usability 2. Relevance to a known research initiative or collection (+) Learn more: read Digital Curation Centre, Australian National Data Service (2010), Monash University (2020), SEDAC (2005) (see complete reference at the end of this presentation)