RDM Onboarding Checklist

Key Info
Description - a brief synopsis, abstract or summary of what the learning resource is about: 

Research Data Management is essential for responsible research and should be introduced when starting a new project or joining a new lab. Managing data across a project and/ or a team allows for accurate communication about that project. This session will review the important steps for onboarding new employees/trainees to a lab or new projects. The key takeaway from this session will be how to incorporate these steps within your individual project or lab environment. While the principles are general, these documents focus on Harvard policies and resources. Internal and external links have been provided throughout the document as supplementary resources, including a glossary of terms. 

There are 2 checklists as follow: 
The RDM Onboarding Checklist: Abridged Version serves as a condensed version of the comprehensive checklist described above. This version is intended to be used as an actionable checklist, employed after reviewing the onboarding processes and resources provided in the comprehensive checklist.
The RDM Onboarding Checklist: Comprehensive Version serves as a general, research data management-focused guide to employee/trainee onboarding as they join a new lab or begin new projects (follow one or both of these as they apply to your situation). This comprehensive version is provided as an initial introduction to the onboarding process and to the breadth of available resources; this version is intended to be reviewed first, prior to utilizing the abridged version.

 Learning Objectives:

  • Become familiar with the research data lifecycle
  • Understand the details and requirements at each stage of data management onboarding
  • Engage with best practices to enhance your current and future research
  • Receive resources and contacts for future help

Authoring Person(s) Name: 
Julie Goldman
Sarah Hauserman
Meghan Kerr
Authoring Organization(s) Name: 
Harvard Medical School
License - link to legal statement specifying the copyright status of the learning resource: 
Standard YouTube License
Access Cost: 
No fee
Primary language(s) in which the learning resource was originally published or made available: 
English
More info about
Keywords - short phrases describing what the learning resource is about: 
Data backup
Data communication
Data management
Data management planning
Data policy
Data publication
Data research
Data sharing
Data storage
File naming
Metadata standards
Research lifecycle
Researcher engagement
Version control
Published / Broadcast: 
Monday, September 14, 2020
Publisher - organization credited with publishing or broadcasting the learning resource: 
Harvard Medical School
Media Type - designation of the form in which the content of the learning resource is represented, e.g., moving image: 
Collection - a group or set of items that comprise a single learning resource, e.g., a PDF version of a slide presentation, an audio file of the presentation and a textual representation of the oral transcription of the presentation.
Educational Info
Purpose - primary educational reason for which the learning resource was created: 
Professional Development - increasing knowledge and capabilities related to managing the data produced, used or re-used, curated and/or archived.
Learning Resource Type - category of the learning resource from the point of view of a professional educator: 
Lesson - detailed description of an element of instruction in a course, [could be] contained in a unit of one or more lessons, and used by a teacher to guide class instruction. Example: presentation slides on a topic.
Target Audience - intended audience for which the learning resource was created: 
Citizen scientist
Data manager
Data professional
Early-career research scientist
Funding organization
Librarian
Mid-career research scientist
Repository manager
Research faculty
Research scientist
Intended time to complete - approximate amount of time the average student will take to complete the learning resource: 
Up to 1 hour