Concepts and Case Studies in Data Management
Contents
Preface ix
How to Use This Book xi
Part I CONCEPTS
Chapter 1 Introduction to Research Data Management
- 1.1 What is Research Data Management?
- Terminology
- The RDM Legacy
- 1.2 A Philosophy for Research Data Management
- Planning
- Documentation
- Protection of All Kinds
- Imperfect RDM Systems
- 1.3 Essential RDM Issues
- 1.4 Influences of the Resource Profile
- Research Workplace
- Personnel
- Finances
- Timeframe
- Technology Environment
- 1.5 The Real World 11
Chapter 2 The Importance of Planning
- 2.1 Overview of RDM Process Design
- RDM Process Alternatives
- Time Requirements
- Cost Estimation
- An RDM Process Plan
- The Overall RDM System Plan
- 2.2 Tips for RDM Planning
- Documentation
- Data Acquisition and Verification
- Data Inventory
- Data Validation and Cleaning
- Data Manipulation and Analysis
- Reporting
- Process Monitoring
- 2.3 The Planning Payoff
Chapter 3 Establishing the RDM System
- 3.1 What Standards are Required?
- Documentation Standards
- Naming Conventions
- Programming Standards
- Backup and Archiving
- 3.2 Why Monitor the RDM System?
- Monitoring Information
- Facets of the RDM System
- Team Concerns
- 3.3 Why Is Documentation So Important?
- 3.4 Are the People Ready?
- Training
- Team Building
- Leadership
- 3.5 How to Achieve Improvement?
Chapter 4 Basic RDM System Management
- 4.1 Basic RDM System Elements
- How to Keep the Team Working Together?
- Why Monitor Continually?
- How is Data Quality Measured?
- 4.2 Updating Documentation
- Process Descriptions
- Data Descriptions
- Program Descriptions
- Research Report Descriptions
- Helpful Naming Conventions
- 4.3 Keeping Data Safe
- Backups
- Archiving
- Disaster Planning
- 4.4 Taking the Long View
Chapter 5 Common Research Data Management Problems
- 5.1 Recovery Strategies
- The Do Nothing Approach
- Wait and See
- Fixing Existing Data
- Fixing the Future Only
- 5.2 Inherited Projects
- Look Before You Leap
- Moving a Flawed Project Ahead
- Beware the Perfect Situation
- 5.3 Changing the Data
- The Importance of Identifiers
- Backups as Insurance
- Data Change Monitoring
- 5.4 Moving the Data
- Data Transfer Planning
- Data Transfer Problems
- 5.5 Resource Profile Changes
- Incorporating Additional Resources
- Forging Ahead with Reduced Resources
- Coping with Hidden Losses
- 5.6 Creative Solutions
PART II CASE STUDIES
Chapter 6 Introduction to Case Studies
- 6.1 Intent of the Case Studies
- 6.2 Comparing Case Studies
- Project Abstract
- Leadership
- Personnel
- Finances
- Timeframe
- Computer Environment
- 6.3 Alternative Approaches to Part II
Chapter 7 A Multicarrier Health Insurance Benefit Study
- 7.1 Project Description
- 7.2 RDM Plan Highlights
- The RDM Plan
- Project Costs
- Standard Operating Procedures
- 7.3 Selected RDM Topics
- Initial Subsets
- Data Problems
- Descriptive Statistics for Validation
- Unexpected Work
- 7.4 Effective Tactics
- Internal Research
- Program Names
- A Common Goal
Chapter 8 Highway Safety Research Using Accident Data
- 8.1 Project Description
- 8.2 RDM Plan Highlights
- The RDM Plan
- Timeline and Effort
- Costs
- 8.3 Selected RDM Topics
- Creating Analysis Files
- Different Report Types
- Documentation
- Permanent LABELs and FORMATs
- 8.4 Effective Tactics
- Large File Extraction
- Interrupted Work
- Preparing for the Future
- Team Communication
Chapter 9 A Phase II Clinical Trial
- 9.1 Project Description
- Clinical Research Environment
- Project Tasks and Timeframe
- 9.2 RDM Plan Highlights
- Planning Process
- Project Milestones
- Costs Categories
- 9.3 Selected RDM Topics
- Project Documentation
- Process Monitoring
- Record Identifiers
- Data Security and Access
- Anticipating Change
- 9.4 Effective Tactics
- Making Time for Training
- Balancing Manual Effort Against Technology
- Being Prepared for Audits
Chapter 10 A Large Multisite Study of Child Development
- 10.1 Project Description
- Collaborative Research
- Timeframe
- 10.2 RDM Plan Highlights
- The Starting Point
- Budget
- RDM Plan Modifications
- 10.3 Selected RDM Topics
- Process and Data Documentation
- Data Acquisition Quality Control
- Standard Operating Procedures
- Communication and Training for Sites
- Data Security
- 10.4 Effective Tactics
- Use of New Technology
- Advantages of RDM Planning
- Government Financed Research Data
- Closing Down the Project 118
PART III CONCLUDING REMARKS
Chapter 11 The Purpose of Research Data Management
- 11.1 Engineering an RDM System
- 11.2 Working with People
- 11.3 The Ultimate Goal
Appendix SAS Programming Hints 125
First Contact with a SAS Data Set
File Conversions
User-defined Formats
Variable Recoding
Variable Manipulation Functions
File Comparisons
Transport File Basics
Basic Efficiency Tactics
Strategies for Reusable Code
Cautious Programming
Data Management Procedures
Glossary
Recommended Reading
SAS Documentation
Manuals
Books by Users
SAS User Group Proceedings
Data Management Method
Programming Techniques
Publications About RDM Strategies
Index