Data Management Course Outline

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[http://wiki.esipfed.org/index.php/Data_Management_Short_Course Back to the main data management training page]
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'''NOTE''':  ''We agreed that the target audience initially would be scientists''
 
'''NOTE''':  ''We agreed that the target audience initially would be scientists''
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== Caution!!!! ==
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All of the modules on this site are draft materials only!  They are made available here so that interested parties can see what is in development and have the chance to comment.  Once modules have completed the peer and editorial review process, they will be moved to the ESIP Information Commons and placed under revision control.
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== Module template and Author Guidelines ==
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* [[Media:DataShortCourseModuleTemplate.pptx | Data management training module template (ppt) (Updated - Now with Voiceover scripts & revised Refs/Resources slides)]]
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* [[AuthorsGuide | Author Guidelines ]]
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* [[Module Review Criteria]]
  
 
== For Scientists ==
 
== For Scientists ==
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===The case for data stewardship===
 
===The case for data stewardship===
  
* Agency requirements  
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* [[Media:AgencyRequirementsV2.ppt‎ | Agency requirements ]]- Ruth
**NSF data management plan
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**[[Media:NSFDataManagementPlans.pptx‎ | NSF data management plans]] - Ruth
**NASA science data policy
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**[[Media:CDSAgencyRequirementsNASADataPolicy_REV02.ppt |NASA science data policy]] - Ron Weaver
**NOAA Administrative Order 212-15, Management of Environmental and Geospatial Data and Information
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**[[Media:DMSC_Agency_NOAA-Administrative-Order_212-15_V1.0.ppt | NOAA Administrative Order 212-15, Management of Environmental and Geospatial Data and Information]] - Jeff Arnfield/NCDC
* Return on Investment
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* [[Media:DataShortCourseModule_ROI_1.ppt‎ | Return on Investment]] - Erin/Carol
**Return on your investment - Peter Fox
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**Return on Scientist's investment - Ruth
**Expanding the audience for your data
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**Return on the public's investment - Ruth
**Return on public investments
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**Verifiable science - Tying your data to standards, metrics, and benchmarks
* Verifiable science
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* Facilitating science through interoperable discovery and access - Jeff Arnfield/NCDC
**Tying your data to standards, metrics, and benchmarks
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* [[Media:CaseforDataStewardshipEnhancingRepMayernik_update.pptx| Enhancing your reputation]] - Matt Mayernik/NCAR
* Facilitating science through interoperable discovery and access
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* [[Media:CaseforDataStewardshipPreservingSciRecordMayernik_update.pptx‎| Preserving the Scientific Record]] - Matt
* Enhancing your reputation
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** [[Media:PreservingScientificRecordArchiveRelationsMayernik_updated.pptx| Establishing Relationships with archives]] - Matt
* Preserving the Scientific Record
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** [[Media:PreservingScientificRecordEnvChangeMayernik_update.pptx‎| Preserving a Record of Environmental Change]] - Matt
**Establishing Relationships with archives
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** [[Media:PreservingScientificRecordCaseStudy1Mayernik_updated.pptx| Case Study 1 - NSIDC Glacier Photos]] - Matt
**Preserving a Record of Environmental Change - Tom Karl
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** [[Media:PreservingScientificRecordCaseStudy2Mayernik_update.pptx‎| Case Study 2 - Arctic Temperature Variability Data]] - Matt
**Other case studies?
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* What Not to do when Archiving Data!
* What Not to do when Archiving Data! - David Anderson (2:30)
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===Data Management plans===
 
===Data Management plans===
  
*Why do a data management plan
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*[[Media:WhyDoADataManagementPlan.ppt‎x | Why do a data management plan?]] - Ruth
*Elements of a plan - Ruth Duerr (needs redo and chopped into parts?
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*[[Media:ElementsOfDataManagementPlanV1.ppt‎x | Elements of a plan]] - Ruth
**Identify materials to be created
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**[[Media:DMP-IdentifyingMaterialsToBeCreated.pptx | Identify materials to be created]] - Ruth
**Identify your audience(s)
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**[[Media:DMP-OrganizationAndStandards.ppt | Organization and standards]] - Ruth
**Data organization
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**[[Media:DMP-RolesNResponsibilities.ppt | Roles and responsibilities]] - Ruth
**Roles and responsibilities
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**[[Media:DMP-AccessSharingReusePolicies.ppt | Data access, sharing, and re-use policies]] - Ruth
**Describing your data including metadata
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**[[Media:DMP-BackupsArchivingPreservation.ppt | Backups, archives, and preservation strategy]] - Ruth
**Standards used
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*Estimating effort and resources required - Ruth
**Data access, sharing, and re-use policies
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*Some available resources to help with developing your plan - Ruth
**Backups, archives, and preservation strategy
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**??QUESTION: Should the plan define (an) objective metric(s) to make implementation and compliance measurable?
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*Estimating effort and resources required
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**Hardware, software capabilities required
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**Personnel resources and skills needed
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*Some available resources to help with developing your plan
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===Local Data Management ===
 
===Local Data Management ===
  
*Tracking and describing changes to the data
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*Managing your data - Ruth
*Data identifiers and locators
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**Data identifiers and locators
*Creating metadata
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**[[Media:FileNamingModuleV1.ppt | Assign Descriptive File Names]] Bob Cook/ORNL
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**[[Media:DataBackupV1.ppt | Backing up your data ]] Bob Cook/ORNL
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**Write it down! Maintaining contemporaneous documentation
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***Who, what, when, where, why, how
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***Tracking and describing changes to the data
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***[[Media:ESIPmod-DataMngmtInTheLab_20120226_ly.ppt‎ | Lab-based approaches to Data Management]] - Lynn Yarmey/NSIDC
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*Data Formats - Ruth
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**[[Media:DMSC_AvoidingProprietaryFormats.ppt | Avoiding proprietary formats]] - Al Fleig
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**[[Media:ChoosingAndAdoptingCommunityAcceptedStandardsTilmes.ppt | Choosing and adopting community accepted standards]] - Curt Tilmes/NASA
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**[[Media:DMSC_DataFormats_Building-understandable-spreadsheets_V1.0.ppt | Building understandable spreadsheets]] - Jeff Arnfield/NCDC
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**[[Media:DMSC_SelfDescribingFormats.ppt | Using self-describing data formats]] - Curt Tilmes/NASA
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*Creating documentation and metadata  
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**[[Media:ESIPmod-IntroToMetadataAndStandards_20121119_ly.ppt |Introduction to Metadata and Metadata Standards]] - Lynn Yarmey/NSIDC
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**[[Media:ESIP_Short_Course_Data_Citation_2012-02-14.ppt‎ | Creating a citation for your data]] Bob Cook/ORNL
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**[[Media:DMSC_Metadata_Recording-provenance-and-context_V1.0.ppt | Recording provenance and context]] - Jeff Arnfield/NCDC
 
**For your collections as a whole
 
**For your collections as a whole
 
**Creating item level metadata
 
**Creating item level metadata
**Metadata for discovery
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**[[Media:GCMD Metadata Discovery Comments.pptx |Metadata for discovery]] - Tyler Stevens/GCMD
**Metadata for access and use
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**Metadata for access and use - Jeff Arnfield/NCDC
**Metadata for archiving
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**Metadata for archiving - Jeff Arnfield/NCDC
 
**Metadata for tracking data processing
 
**Metadata for tracking data processing
**Publishing metadata to GCMD
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**Individual agencies, archives and registries may have specific requirements
**Publishing metadata to ECHO
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*Working with your archive - Ron Weaver/NSIDC
*Advertising your data (i.e., data casting)
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**Planning for longer term preservation - Jeff Arnfield/NCDC
*Recording provenance and context
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**Work with your archive early and often - Jeff Arnfield/NCDC
*Backing up your data
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**[[Media:DataShortCourseModule-BroadeningUserCommunityV1.pptx | Broadening your user community]] - Bob Downs
*File naming conventions
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*[[Media:LocalDataManagementAdvertisingYourDataHoebelheinrich_final.pptx | Advertising your data]] - Nancy Hoebelheinrich/Knowledge Motifs
*Developing a citation for your data
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**[[Media:AdvertisingYourDataAgencyReqsHoebelheinrich_final.pptx | Agency requirements for submitting metadata ]]- Nancy Hoebelheinrich/Knowledge Motifs
*Data Formats
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**Journals and publications
**Building understandable spreadsheets
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**Agency/institution web sites
**Using self-describing data formats
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**[[Media:AdvertisingYourDataUsingPortalsRegistriesHoebelheinrich_final.pptx | Using data portals and metadata registries]]- Nancy Hoebelheinrich/Knowledge Motifs
**Choosing and adopting community accepted standards
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***Publishing metadata to a Web Accessible Folder
**Avoiding proprietary formats
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***[[Media:GCMD Metadata Publish Comments.pptx |Submitting metadata to GCMD]] - Tyler Stevens/GCMD
*Working with your archive organization
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***Publishing metadata to ECHO
**Broadening your user community
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***Publishing metadata to Data.Gov
**Planning for longer term preservation
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***'''NOTE:''' Need to address additional portals and registries beyond GCMD & ECHO. Add other entries as appropriate
*Providing access to your data
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**Casting your data - Ruth Duerr
**Evaluating who your audience is
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*[[Media:ProvidingAccesstoYourDataMayernik.pptx‎ | Providing access to your data]] - Matt Mayernik/NCAR ; Rama has volunteered to review this section
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**[[Media:DataShortCourseModule-DeterminingAudienceV1.pptx | Determining your audience]] - Bob Downs
 
**Who gets to access your data
 
**Who gets to access your data
 
***Agency best practices & policies
 
***Agency best practices & policies
**Access mechanisms
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**[[Media:DataShortCourseModule-AccessMechanismsV1.pptx | Access mechanisms]] - Bob Downs
**Tracking data usage
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**[[Media:DataShortCourseModule-TrackingDataUsageV1.pptx | Tracking data usage]]  - Bob Downs
**Handling sensitive data
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**[[Media:DataShortCourseModule-HandlingSensitiveDataV1.pptx | Handling Sensitive Data]] - Bob Downs
**Rights
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**[[Media:DataShortCourseModule-RightsV1.pptx | Rights]] - Bob Downs
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*Additional Products
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**[[Media:ESIPmod-WritingSharableCode_20120226_ly.ppt | Writing Sharable Code]] - Lynn Yarmey/NSIDC
  
 
===Preservation strategies===
 
===Preservation strategies===
  
*Sponsor (e.g., Agency) or institution requirements
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''I have added draft sections below, the references need work -Ron Weaver''
*Options for archiving your data
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**What archives are out there?
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*[[Media:PS1_SponsorRequirements.pptx| Sponsor (e.g., Agency) or institution requirements]] - Ron Weaver /NSIDC
***Discipline or institutional archives
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*[[Media:PS2_OptionsForArchiving.pptx | Options for archiving your data]] - Ron Weaver/NSIDC
***Finding an archive
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**What archives are out there? - Ron Weaver/NSIDC (part of above)
**What to do if there is no archive out there
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***Discipline or institutional archives (part of above)
*Data transfer agreements
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***Finding an archive (part of above)
*What data goes into a Long-term archive? - Ron Weaver (5:44)
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**What to do if there is no archive out there - Ron Weaver/NSIDC (part of above)
*What do long term archives do with my data? - Ken Casey
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*[[Media:PS3_WhatIsInLTA.ppt‎  | What data goes into a Long-term archive?]] - Ron Weaver/NSIDC
*Intro to the OAIS Reference Model
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*[[Media:DMSC_Preservation_What-do-long-term-archives-do-with-my-data.ppt | What do long term archives do with my data?]]  - Jeff Arnfield/NCDC
*Emerging standards for preservation
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*[[Media:PS5_TransferAgreements.ppt | Data transfer & submission agreements]] - Ron Weaver/NSIDC
*Metadata - Bob Cook (4:33)
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** See "Submission Agreements" section under "For Data Managers"
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** Agency/archive specific requirements my vary
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*[[Media:DMSC_IntroOAISRefModel.ppt | Intro to the OAIS Reference Model]] - Curt Tilmes
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* [[Media:PS7_EmergingStandards.ppt| Emerging standards for preservation]] - Ron Weaver/NSIDC
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*Metadata
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=== Responsible Data Use ===
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*[[Media:ResponsibleDataUseCitationAndCreditMayernik.pptx‎ | Citation and credit]] - Matt Mayernik/NCAR
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*[[Media:DataShortCourseModule-DataRestrictionsV1.pptx‎ | Data restrictions]] - Bob Downs
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*[[Media:ResponsibleDataUseCopyrightAndDataMayernik.pptx‎ | Copyright and Data]] - Matt
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*[[Media:RDU-Feedback.ppt | Providing Feedback]] - Ruth
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*Collaboration
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*Community participation
  
 
==For Data Managers==
 
==For Data Managers==
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**Metadata, metadata standards, and levels of metadata
 
**Metadata, metadata standards, and levels of metadata
 
*Submission agreements
 
*Submission agreements
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**Data integrity
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**Contacts
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**Schedule
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**Operational Procedures
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**Error reconciliation
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**Constraints
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**other aspects necessary for understanding how to support the data
 
*Preparing for ingest
 
*Preparing for ingest
 
*Ingesting data
 
*Ingesting data

Latest revision as of 09:11, 24 January 2013

Back to the main data management training page

NOTE: We agreed that the target audience initially would be scientists

Contents

[edit] Caution!!!!

All of the modules on this site are draft materials only! They are made available here so that interested parties can see what is in development and have the chance to comment. Once modules have completed the peer and editorial review process, they will be moved to the ESIP Information Commons and placed under revision control.

[edit] Module template and Author Guidelines

[edit] For Scientists

[edit] The case for data stewardship

[edit] Data Management plans

[edit] Local Data Management

[edit] Preservation strategies

I have added draft sections below, the references need work -Ron Weaver

[edit] Responsible Data Use

[edit] For Data Managers

  • Data Management plan support
  • Collection or acquisition policies
  • Intro to OAIS reference model
  • Initial Assessment and appraisal
    • Identify information to be preserved
      • main features and properties
      • dependencies on information here or elsewhere
    • Identify objects to be received
    • Establish complementary information needs (e.g., format, data descriptions, provenance, reference information, context, fixity information)
      • What complementary information is needed for data useful for climate studies (USGCRP list)
    • Assessing potential designated communities
    • Assessing probable curation duration
    • Assessing data transfer options
    • Defining access paths
    • Assessing costs and feasibility
    • Metadata, metadata standards, and levels of metadata
  • Submission agreements
    • Data integrity
    • Contacts
    • Schedule
    • Operational Procedures
    • Error reconciliation
    • Constraints
    • other aspects necessary for understanding how to support the data
  • Preparing for ingest
  • Ingesting data
    • Validation checks
    • Identifiers
    • Citations
    • Levels of service
  • Periodic re-assessment
  • Curation activities
    • Media migration
    • Format migration
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