README_en.md

About the research data policy generator (FDNext)

1. Aim and purpose

Research data policies for research projects are becoming increasingly widespread - especially in collaborative projects. The Research Data Policy Generator was developed to support those responsible for RDM in research projects in the creation of a project-internal research data policy. The Research Data Policy Generator is primarily aimed at larger research projects and is intended to facilitate the development of a project-internal research data policy. It is designed as a questionnaire with predefined answer options and provides text modules as a formulation aid based on the selected answer options. The questionnaire is available in German and English.

2. FAQ

What is the Research Data Policy Generator? The Research Data Policy Generator is a tool that supports you in creating a research data policy for your research project. It generates text modules based on your answers in the following questionnaire. What are the advantages of using the generator? Using the generator simplifies the process of policy creation and ensures that all relevant topics are covered. How does answering the questions in the generator work? For most questions, you can choose from pre-set answers and add customised wording if needed. Some questions require free text answers. Can I interrupt the questionnaire and continue later? Yes, you can interrupt your work at any time and continue at a later point. You can also use the navigation to jump back and forth between questions and do not need to work on them in the given order. In what form are the text modules output? After you have completed the questionnaire, you will receive an overview of all questions and answers that you can use to formulate your policy. This overview can be exported to a text processing programme and further edited. How long does it take to complete the questionnaire? Experience shows that it takes between 30 and 45 minutes to complete the questionnaire. Please note that the time for any upstream coordination processes in the team is not included. Do I have to answer all the questions in the questionnaire? No, all questions are optional. You only need to answer those that are relevant to your project. Where can I find examples of research data policies? You can find examples of research data policies at forschungsdaten.org. Is there any further help for creating a research data policy? Yes, in the publication "Forschungsdaten-Policies für Forschungsprojekte: ein strukturierter Leitfaden" you will find additional guidance on how to create a project-internal research data policy. At what point during the project should the tool be used? We recommend creating a policy with our tool right at the beginning of the project so that you can commit to common goals in the team right from the start and have enough time for the necessary coordination processes.

3. Setting up the questionnaire

As a prerequisite, the standard attributes and options provided by the RDMO project must have been imported into your own RDMO instance. These can be downloaded from https://github.com/rdmorganiser/rdmo-catalog/tree/master/rdmorganiser. The question catalogue for creating a project research data policy also requires additional attributes and options, which can be found in the files fdnext_template_domain.xml and fdnext_template_options.xml. The following files must be imported into your own RDMO instance in the following order before importing the actual question catalogue (fdnext_template_questions.xml):

1. fdnext_template_domain.xml (domain)
2. fdnext_template_options.xml (options)

Only then can the question catalogue (fdnext_template_questions.xml) be imported correctly. If this is inadvertently imported first, the options and conditions are not linked and the catalogue does not function correctly. In this case, it helps to delete the question catalogue and import it again after importing the above-mentioned files.

4. Overview of the structure of the question catalogue and the attributes and options used

General information

Einführung

Gelesen und verstanden

Attribute: https://fdm.ub.tu-berlin.de/domain/fdnext/domain/yesno
Widget-type: Ja/Nein

Präambel

Description of the research project

Short description

Attribute: https://fdm.ub.tu-berlin.de/domain/fdnext/description/description
Widget-Type: Textfeld

Definitions

The following key terms are to be defined:

Attribute: https://fdm.ub.tu-berlin.de/domain/fdnext/definitions/definitions
Widget-Type: Ankreuzfelder
Option set: https://fdm.ub.tu-berlin.de/options/definitions

Other definitions relevant to the project:

Attribute: https://fdm.ub.tu-berlin.de/domain/fdnext/definitions/definitions01
Widget-Type: Textfeld

Policy Objectives

The research data policy seeks to achieve the following goals for the project:

Attribute: https://fdm.ub.tu-berlin.de/domain/fdnext/goals/goals
Widget-Type: Ankreuzfelder
Option set: https://fdm.ub.tu-berlin.de/options/fdnext-goals

Scope

Persons and research data

The following two questions do not have a question text, as this would disrupt the flow of the text modules. All necessary information on the question can be found in the help text.

Attribute: https://fdm.ub.tu-berlin.de/domain/fdnext/scope/persons
Widget-Type: Ankreuzfelder
Option set: https://fdm.ub.tu-berlin.de/options/persons

Attribute: https://fdm.ub.tu-berlin.de/domain/fdnext/scope/data
Widget-Type: Ankreuzfelder
Option set: https://fdm.ub.tu-berlin.de/domain/fdnext/scope/data

Legal Aspects

Ensuring legal compliance

In addition to copyright, the following laws concerning the handling of research data play a role in the project:

Attribute: https://fdm.ub.tu-berlin.de/domain/fdnext/legal/law
Widget-Type: Ankreuzfelder
Option set: https://fdm.ub.tu-berlin.de/options/law

The handling of research data in compliance with copyright law is ensured in particular by the following measures:

Attribute: https://fdm.ub.tu-berlin.de/domain/fdnext/legal/lawm
Widget-Type: Ankreuzfelder
Option set: https://fdm.ub.tu-berlin.de/options/lawm

The handling of research data in compliance with data protection law is ensured in particular by the following measures:

Attribute: https://rdmorganiser.github.io/terms/domain/project/legal_aspects/ipr
Widget-Type: Ankreuzfelder
Option set: https://fdm.ub.tu-berlin.de/options/data-protection

Furthermore, in addition to the DFG's Guidelines for Safeguarding Good Research Practice, the following guidelines are relevant to the handling of research data in the project:

Attribute: https://rdmorganiser.github.io/terms/domain/project/legal_aspects
Widget-Type: Ankreuzfelder
Option set: https://fdm.ub.tu-berlin.de/options/guidelines

Accountability

Responsibility for implementing the policy

Responsibility for the practical implementation of the measures contained in the policy lies with the following person(s):

Attribute: https://rdmorganiser.github.io/terms/domain/project/data_management/name
Widget-Type: Ankreuzfelder
Option set: https://fdm.ub.tu-berlin.de/options/responsibility

Managing research data

Storage and data organization

The following agreements are made regarding data storage:

Attribute: https://rdmorganiser.github.io/terms/domain/project/dataset/id
Widget-Type: Ankreuzfelder
Option set: https://fdm.ub.tu-berlin.de/options/storage

The following specifications exist for the back-up of the data:

Attribute: https://rdmorganiser.github.io/terms/domain/project/dataset/data_security/backup_responsible/name
Widget-Type: Ankreuzfelder
Option set: https://fdm.ub.tu-berlin.de/options/backup

The following regulations apply regarding access:

Attribute: https://rdmorganiser.github.io/terms/domain/project/dataset/data_security/access_permissions
Widget-Type: Ankreuzfelder
Option set: https://fdm.ub.tu-berlin.de/options/access

The following specifications apply to naming files and to file and folder structures:

Attribute: https://rdmorganiser.github.io/terms/domain/project/dataset/storage/naming_policy
Widget-Type: Ankreuzfelder
Option set: https://fdm.ub.tu-berlin.de/options/backup

Documenting data

Research data should be documented as follows:

Attribute: https://rdmorganiser.github.io/terms/domain/project/dataset/metadata/creation
Widget-Type: Ankreuzfelder
Option set: https://fdm.ub.tu-berlin.de/options/options/documentation

Archiving

By the end of the project, the research data will be stored for ten years at the following location:

Attribute: https://rdmorganiser.github.io/terms/domain/project/dataset/preservation/repository
Widget-Type: Ankreuzfelder
Option set: https://fdm.ub.tu-berlin.de/options/archive-repo

Publishing and licenses

The following research data resulting from the project will be made publicly accessible:

Attribute: https://rdmorganiser.github.io/terms/domain/project/dataset/sharing/yesno
Widget-Type: Ankreuzfelder
Option set: https://fdm.ub.tu-berlin.de/options/publication

The research data generated in the project are to be published at the following location:

Attribute: https://rdmorganiser.github.io/terms/domain/project/dataset/sharing/repository
Widget-Type: Ankreuzfelder
Option set: https://fdm.ub.tu-berlin.de/options/place

The following agreements have been concluded regarding licensing upon publication:

Attribute: https://rdmorganiser.github.io/terms/domain/project/dataset/sharing/conditions
Widget-Type: Ankreuzfelder
Option set: https://fdm.ub.tu-berlin.de/options/license

Project-specific information

[The following question does not have a question text, as this would disrupt the flow of the text modules. All necessary information on the question can be found in the help text.]

Attribute: https://rdmorganiser.github.io/terms/domain/project/additional_rdm_policy/requirements
Widget-Type: Textfeld

Passage and Validity

Date and approving body

[The following question does not have a question text, as this would disrupt the flow of the text modules. All necessary information on the question can be found in the help text.]

Attribute: https://rdmorganiser.github.io/terms/domain/project/dmp/dmp_date
Widget-Type: Textfeld

Final notes

Note

Read and understood

Attribute: https://fdm.ub.tu-berlin.de/domain/fdnext/domain/yesno
Widget-Type: Ja/Nein