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Dataverse North Metadata Best Practices Guide Cooper, Alexandra; Gagnon, Martine; Leahey, Amber; Paquette-Bigras, Ève; Perrier, Laure; Steeleworthy, Michael; Taylor, Sally Apr 30, 2019

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PORTAGE / CANADIAN ASSOCIATION OF RESEARCH LIBRARIES       0    Dataverse North  Metadata Best Practices Guide   This guide was produced by the Metadata subgroup of the Dataverse North Working Group on behalf of the Canadian Association of Research Libraries (CARL) with permission from Harvard for the use of definitions and the Texas Digital Library for basic design.    Alexandra Cooper (Queen’s University) Martine Gagnon (Université Laval) Amber Leahey (Scholars Portal) Ève Paquette-Bigras (Université de Montréal) Laure Perrier (University of Toronto) Michael Steeleworthy (Wilfred Laurier University) Sally Taylor (University of British Columbia)   APRIL 2019    Portage Network Canadian Association of Research Libraries portage@carl-abrc.ca        08 Fall PORTAGE / CANADIAN ASSOCIATION OF RESEARCH LIBRARIES  1 Table of Contents Introduction ..................................................................................................................................................... 2 Metadata Best Practices ............................................................................................................................... 3 Other ID ........................................................................................................................................................................ 3 Author ........................................................................................................................................................................... 3 Contact ........................................................................................................................................................................ 4 Description ................................................................................................................................................................. 4 Keyword ....................................................................................................................................................................... 5 Topic Classification .................................................................................................................................................. 5 Related Publication .................................................................................................................................................. 6 Producer ....................................................................................................................................................................... 7 Contributor .................................................................................................................................................................. 7 Grant Information ..................................................................................................................................................... 7 Distributor .................................................................................................................................................................... 8 Time Period Covered ............................................................................................................................................... 9 Date of Collection ..................................................................................................................................................... 9 Series ............................................................................................................................................................................. 9 Software ..................................................................................................................................................................... 10 Related materials and datasets ......................................................................................................................... 10 Data sources .............................................................................................................................................................. 11    PORTAGE / CANADIAN ASSOCIATION OF RESEARCH LIBRARIES  2 Introduction One of the benefits of using Dataverse is that it provides an expansive set of metadata for describing research data at the project and dataset-levels. Dataverse metadata is based on commonly used, existing metadata standards, supporting metadata interoperability and cross-disciplinary understanding. Using a combination of Dublin Core and the Data Documentation Initiative (DDI) standard at its core, Dataverse provides a metadata set that is well suited to the social, behavioral, economic, and health sciences. It is also easily adapted for describing humanities, pure, applied, and environmental sciences, with domain specific metadata schemas supported in Dataverse. This flexibility can make using Dataverse metadata somewhat complicated, especially for those who are new to Dataverse, metadata in general, or Research Data Management (RDM), and may not know which fields to use or how best to interpret them. Therefore, the goal of this guide is to provide direction to both novice and experienced users in submitting and describing datasets in Dataverse.  The first version of this guide provides overall guidance on the Dataverse v4.x citation metadata section. The guide seeks to: ● Provide definitions and offers tips to clarify where needed. ● Distinguish between required, recommended and optional fields. Please note: required and some recommended fields were determined by considering what is required by the Dataverse system and the DataCite metadata standard. ● Illustrate the use of each field with an example. The sample dataset can also be found on the Dataverse platform at: <https://doi.org/10.5072/FK2/TOXB6Q>  Future editions will provide guidance and links to real datasets for other domain-specific metadata schema that are supported in Dataverse: Social Sciences, Geospatial, Life Sciences, and Astronomy & Astrophysics Metadata. Questions? Please see the list of library contacts at your institution. https://portagenetwork.ca/planning-managing-data/contacts-at-your-organization/ PORTAGE / CANADIAN ASSOCIATION OF RESEARCH LIBRARIES  3 Metadata Best Practices Field Definition with tips Required/ Recommended/Optional Example Title Full title by which the Dataset is known. required Social Media Use Among Teens, 2015 [Canada] Subtitle A secondary title used to amplify or state certain limitations on the main title. Tip: subtitle is not included in generated citation. Include subtitle with title to be included in citation. Recommended (if applicable) Main Survey Alternative Title A title by which the work is commonly referred or an abbreviation of the title.  Tip: Acronym or short form of full title. optional Youth Social Media Survey Alternative URL A URL where the Dataset can be viewed, such as a personal or project website. optional http://youthsocialmedia.org Other ID Metadata in this section refer to another unique identifier that identifies this Dataset (e.g., producer's or another repository's number). Agency Name of agency that generated this identifier. optional Youth Communication Development Project, Education Department, Queen's University Identifier Other identifier that corresponds to this Dataset. optional 2202 Author Metadata in this section refer to the person(s), corporate body(ies), or agency(ies) responsible for creating the work. Name The author's Family Name, Given Name or the name of the organization responsible for this Dataset. required Doe, Jane Affiliation The organization with which the author is affiliated. recommended Queen's University PORTAGE / CANADIAN ASSOCIATION OF RESEARCH LIBRARIES  4 Identifier Scheme Name of the identifier scheme (ORCID, ISNI). Tip: ORCID is a non-proprietary alphanumeric code to identify scientific and other academic authors and contributors uniquely. recommended ORCID Identifier Uniquely identifies an individual author or organization, according to various schemes. recommended 1111111 Contact Metadata in this section refer to the contact(s) for this Dataset. Name The contact's Family Name, Given Name or the name of the organization. required Doe, Jane Affiliation The organization with which the contact is affiliated. required Queen's University E-mail The e-mail address(es) of the contact(s) for the Dataset. This will not be displayed.  Tip: could be an institutional email. required jdoe@email.com Description Metadata in this section refer to a summary describing the purpose, nature, and scope of the Dataset. Text A summary describing the purpose, nature, and scope of the Dataset. required The Social Media Use Among Teens survey was conducted by the Youth Communication Development Project to understand social media communication behaviours among youth in Canada. The survey collected responses from Canadian youth using an online questionnaire that asks about social media use including, platform type, frequency of use, activity type, and location of use. This information is supplemented with the respondent’s demographic and household characteristics. Date In cases where a Dataset contains more than one description (for example, one might be optional 2018-01-18  PORTAGE / CANADIAN ASSOCIATION OF RESEARCH LIBRARIES  5 supplied by the data producer and another prepared by the data repository where the data are deposited), the date attribute is used to distinguish between the two descriptions. The date attribute follows the ISO convention of YYYY-MM-DD. Subject Domain-specific Subject Categories that are topically relevant to the Dataset. required Social Sciences Keyword Metadata in this section refer to key terms that describe important aspects of the Dataset. Term Key terms that describe important aspects of the Dataset. Can be used for building keyword indexes and for classification and retrieval purposes. A controlled vocabulary can be employed. recommended Social media, Communication Vocabulary For the specification of the keyword controlled vocabulary in use, such as LCSH, MeSH, or others. Tip: controlled vocabulary is a standardized list of terminology for describing information (e.g. LCSH is Library of Congress Subject Heading, MeSH is Medical Subject. Heading). optional Government of Canada Core Subject Thesaurus Vocabulary URL Keyword vocabulary URL points to the web presence that describes the keyword vocabulary, if appropriate. Enter an absolute URL where the keyword vocabulary web site is found, such as http://www.my.org. optional http://www.thesaurus.gc.ca/recherche-search/mtwdk.exe?k=these&l=60&w=4790&n=1&s=5&t=2 Topic Classification Metadata in this section refer to the classification field indicates the broad important topic(s) and subjects that the data cover. Term Topic or Subject term that is relevant to this Dataset. optional Society and Culture Vocabulary Provided for specification of the controlled vocabulary in use, e.g. LCSH, MeSH, etc. optional Government of Canada Core Subject Thesaurus PORTAGE / CANADIAN ASSOCIATION OF RESEARCH LIBRARIES  6 Tip: controlled vocabulary is a standardized list of terminology for describing information (e.g. LCSH is Library of Congress Subject Heading, MeSH is Medical Subject Heading). Vocabulary URL Specifies the URL location for the full controlled vocabulary. optional http://www.thesaurus.gc.ca/recherche-search/mtwdk.exe?k=these&l=60&n=0&s=cid&t=&w=97&h=SO%20Society%20and%20Culture Related Publication Metadata in this section refer to publications that use the data from this Dataset. Citation Other identifier that corresponds to this Dataset.  Tip: The full bibliographic citation for any related publication. recommended (if applicable) Doe, Jane. (2017). Teen use of social media: analysis of self-reported communication behaviours. Journal of Social Media Use. Vol 1. Iss. 1, 2017. doi:10.0000/SP/TEST ID Type The type of digital identifier used for this publication (e.g., Digital Object Identifier (DOI), handle, ISBN). Tip: DOIs and handles are persistent identifiers used to identify digital objects uniquely. optional doi ID Number The identifier for the selected ID type. optional doi:10.0000/SP/TEST URL Link to the publication web page (e.g., journal article page, archive record page, or other). optional http://openjournalarticle.org/2202-1 Notes Additional important information about the Dataset. optional This survey was administered online. Mode of interview has been found to impact results, therefore it is not recommended that these results are compared with other survey results where the interview mode was telephone based. Language Language of the Dataset optional English-Canada PORTAGE / CANADIAN ASSOCIATION OF RESEARCH LIBRARIES  7 Producer Metadata in this section refer to person or organization with the financial or administrative responsibility over this Dataset. Name Producer name required Youth Communication Development Project Affiliation The organization with which the producer is affiliated. recommended Queen's University Abbreviation The abbreviation by which the producer is commonly known. (ex. IQSS, ICPSR) optional YCDP URL Producer URL points to the producer's web presence, if appropriate. Enter an absolute URL where the producer's web site is found, such as http://www.my.org. optional http://youthsocialmedia.org Logo URL URL for the producer's logo, which points to this producer's web-accessible logo image. Enter an absolute URL where the producer's logo image is found, such as http://www.my.org/images/logo.gif. optional http://youthsocialmedia.org/image.png Production Date Date when the data collection or other materials were produced (not distributed, published or archived). Tip: date when dataset was finalized and ready for analysis or distribution. recommended 2016-01-11 Production Place The location where the data collection and any other related materials were produced. recommended Kingston, Ontario, Canada Contributor Metadata in this section refer to the organization or person responsible for either collecting, managing, or otherwise contributing in some form to the development of the resource. Type The type of contributor of the resource. recommended Researcher Name The Family Name, Given Name or organization name of the contributor. recommended Doe, Jane Grant Information Metadata in this section refer to grant information Grant Agency Grant Number Agency recommended (if applicable) Social Sciences and Humanities Research Council (SSHRC) PORTAGE / CANADIAN ASSOCIATION OF RESEARCH LIBRARIES  8 Grant Number The grant or contract number of the project that sponsored the effort. recommended (if applicable) CCB123456 Distributor Metadata in this section refer to the organization designated by the author or producer to generate copies of the particular work including any necessary editions or revisions. Name Distributor name recommended Data Services Affiliation The organization with which the distributor contact is affiliated. recommended Queen's University Library Abbreviation The abbreviation by which this distributor is commonly known (e.g., IQSS, ICPSR). optional QUL URL Distributor URL points to the distributor's web presence, if appropriate. Enter an absolute URL where the distributor's web site is found, such as http://www.my.org. optional http://library.queensu.ca/data/services Logo URL URL of the distributor's logo, which points to this distributor's web-accessible logo image. Enter an absolute URL where the distributor's logo image is found, such as http://www.my.org/images/logo.gif. optional http://www.queensu.ca/encyclopedia/sites/webpublish.queensu.ca.qencwww/files/images/l/logo/QueensLogo_colour.png Distribution Date Date that the work was made available for distribution/presentation.  Tip: This field may be the same as the Deposit Date. Use the field if data was previously distributed. optional 2018-01-22 Depositor The person (Family Name, Given Name) or the name of the organization that deposited this Dataset to the repository.  Tip: The name of the person/institution who provided the dataset(s) to the archive (i.e. not necessarily the person doing the submission into DV). recommended Doe, Jane Deposit Date Date that the Dataset was deposited into the repository.  Tip: Date is pre-populated with the date of upload into Dataverse.  It can be edited to recommended 2018-01-15 PORTAGE / CANADIAN ASSOCIATION OF RESEARCH LIBRARIES  9 reflect the date when the data was received by an external or mediated data repository service. Time Period Covered Metadata in this section refer to the time period to which the data refer. This item reflects the time period covered by the data, not the dates of coding or making documents machine-readable or the dates the data were collected. Also known as span. Start Start date that reflects the time period covered by the data, not the dates of coding or making documents machine-readable or the dates the data were collected. recommended 2015-03-20 End End date that reflects the time period covered by the data, not the dates of coding or making documents machine-readable or the dates the data were collected. recommended 2015-06-21 Date of Collection Metadata in this section refer to the date(s) when the data were collected. Start Date when the data collection started. recommended 2015-03-20 End Date when the data collection ended. recommended 2015-06-21 Kind of Data Type of data included in the file: survey data, census/enumeration data, aggregate data, clinical data, event/transaction data, program source code, machine-readable text, administrative records data, experimental data, psychological test, textual data, coded textual, coded documents, time budget diaries, observation data/ratings, process-produced data, or other. recommended Survey data Series Metadata in this section refer to information about the Dataset series. Name Name of the dataset series to which the Dataset belongs. recommended (if applicable) Social Media Use Among Teens  Information History of the series and summary of those features that apply to the series as a whole. recommended (if applicable) Established in 2005, the Youth Communication Development Project PORTAGE / CANADIAN ASSOCIATION OF RESEARCH LIBRARIES  10 aims to gather key research and data about youth development and social media use through a series of independent, annual, cross-sectional surveys titled Social Media Use Among Teens. The overall objectives of the program is to gather data on youth and social media trends in order to monitor changes in the well being of young Canadians, and to provide information on specific social policy issues. Software Metadata in this section refer to information about the software used to generate the Dataset. Name Name of software used to generate the Dataset.  Tip: useful for specialized software or instruments. optional SPSS Version Version of the software used to generate the Dataset. optional 24 Related materials and datasets Metadata in this section refer to other related publications and datasets. Related Material Any material related to this Dataset. optional Youth Social Media Trends: 2015 Report [Canada]. YCDP, Queen's University, 2016. Access URL: http://dataverse.scholarsportal.info/queensu/2016report.pdf  Related Datasets Any Datasets that are related to this Dataset, such as previous research on this subject. optional Social Media Use Among Teens, 2010 [Canada]. YCDP, Queen's University, 2011. DOI. Access URL: http://dataverse.scholarsportal.info/queensu/2010data.xhtml Other References Any references that would serve as background or supporting material to this Dataset. optional Social Media Use Among Teens: Survey Questionnaire, 2015 [Canada]. YCDP, Queen's University, 2016. DOI. Access PORTAGE / CANADIAN ASSOCIATION OF RESEARCH LIBRARIES  11 URL: http://dataverse.scholarsportal.info/queensu/2016questionnaire.pdf   Data sources Metadata in this section refer to data that has been retrieved from other sources (e.g. publications or machine-readable data files). Data Sources List of books, articles, serials, or machine-readable data files that served as the sources of the data collection. optional Statistics Canada. National Household Survey, 2011: Median Household Income by Census Tracts, Census Metropolitan Areas. NHS 2011, Statistics Canada. Access URL: https://www12.statcan.gc.ca/nhs-enm/2011/dp-pd/prof/index.cfm?Lang=E   Origin of Sources For historical materials, information about the origin of the sources and the rules followed in establishing the sources should be specified. optional National Household Survey, 2011. http://www23.statcan.gc.ca/imdb/p2SV.pl?Function=getSurvey&SDDS=5178  Characteristic of Sources Noted Assessment of characteristics and source material.  Tip: describes noteworthy aspects of the data collected. optional  Documentation and Access to Sources Level of documentation of the original sources. Tip: can be used to explain any restrictions or access to source data documentation. optional Open   

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