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DMPTool2: Improvements and
Outreach
Sherry Lake University of Virginia
Sarah Shreeves University of Illinois
Marisa Strong California Digital Library
Perry Willett California Digital Library
November 4, 2013 DLF Forum 2013 Austin
DMPTool 1: a recap
• Developed in response to NSF requirements
• Partnership of CDL, UVA, UIUC, UCSD, UCLA,
Smithsonian, DataONE
• Released in Oct 2011
• 100+ participating institutions
• 6,000+ users from 800+ institutions have
created 5,000+ plans
November 4, 2013 DLF Forum 2013 Austin 2
DMPTool 1
• Built for researchers
• No functionality for
editors or admins
November 4, 2013 DLF Forum 2013 Austin 3
https://dmp.cdlib.org
So, DMPTool 2
• Funded by
– Alfred P. Sloan Foundation
– Institute for Museum and Library
Services
• Project partners
• Improvements for researchers and
institutional admins
• Expanding outreach
November 4, 2013 DLF Forum 2013 Austin 4
Granular modeling
of plan templates
Granular modeling
of institutions
Role-based user
authorization
DMP life cycle
management
Organizational
planning activities
Enhanced search
and browse
Institutional
branding
Search and
reporting for
business
intelligence
Advanced
administrative
interface
Collaborative plan
creation
Open API
Improvements in 2014
5
November 4, 2013 DLF Forum 2013 Austin
DMPs and Templates
• DMP: content of the data management plan
• DMP Template: empty scaffolding of a DMP:
– the questions to be answered
– guidance text
– suggested answers
– links to other resources.
November 4, 2013 DLF Forum 2013 Austin 6
Luigi Chiesa, via Wikimedia Commons
November 4, 2013 DLF Forum 2013 Austin 7
8
Improvements for plan creators
Users will be able to:
• Copy existing plans into new plans
• Work collaboratively with colleagues
• Request a review of their plans
• Share their plans within their
institutions
• Provide public access to their plans
November 4, 2013 DLF Forum 2013 Austin 9
10
11
12
13
14
15
16
17
Improvements for Administrators
• Institutional hierarchies available
• Several new admin roles
• Enhanced search and browse of
plans
• Review of plans can be mandatory
or optional
November 4, 2013 18
DLF Forum 2013 Austin
New roles for administrators
• DMP Template editor
• Resource editor
• Institutional reviewer
• Institutional administrator
November 4, 2013 DLF Forum 2013 Austin 19
Library of Congress, via
Wikimedia Commons
DMP Templates editor
• Create, copy and/or edit
templates
• Institutions can implement
requirements for their own
researchers
November 4, 2013 DLF Forum 2013 Austin 20
Some rights reserved by gusset, via Flickr
Resource editor
These are all institutional
resources:
• Help text
• Suggested or example
answers
• Links to resources
November 4, 2013 DLF Forum 2013 Austin 21
Self, via Wikimedia Commons
22
23
November 4, 2013 DLF Forum 2013 Austin 24
Institutional reviewer
• Institutions can also allow
their researchers to request
informal reviews of their
plans
November 4, 2013 DLF Forum 2013 Austin 25
Lesser Ury, Leser mit Lupe, via Wikimedia Commons
26
27
Institutional administrator
• Enhanced search and browse of
plans from their institution
• Can add people to other roles:
– Resource editor
– DMP Templates editor
– Institutional reviewer
November 4, 2013 DLF Forum 2013 Austin 28
from Wikimedia Commons
29
New functionality: other
• APIs
• Institutional hierarchies
• Search and browse of
public plans
November 4, 2013 DLF Forum 2013 Austin 30
Some rights restricted, by cogdogblog, via Flickr
Outreach & Communication
• Bitbucket wiki
https://bitbucket.org/dmptool/main/
• Webinar Series
http://blog.dmptool.org/webinar-series/
• DMPTool Blog
http://blog.dmptool.org/
• Advisory Boards
– Researcher
– Administrative
November 4, 2013 31
DLF Forum 2013 Austin
U.S.. National Archives and Records Administration, via Wikimedia Commons
Research Advisory Board
• Review and advise on:
– application functionality
– DMPTool content
– community engagement
– overall value from the
perspective of researchers.
• Represent plan creators
U.S. National Archives and Records Administration, via
Wikimedia Commons
November 4, 2013 32
DLF Forum 2013 Austin
Administrative Advisory Board
• Review and advise on:
– overall value of the tool
from the perspective of
administrative users
– application functionality
– DMPTool content
– community engagement
• Represent institutional administrators and
users
Painting of the Royal Institution of Great Britain , via Wikimedia Commons
November 4, 2013 33
DLF Forum 2013 Austin
Release
• Release to admins: Jan 2014
• Release to public: Feb 2014
• New URL: http://dmptool.org
• All current customizations and
plans will be migrated
• DMPTool “Classic” will continue
to be available for brief period
November 4, 2013 DLF Forum 2013 Austin 34
Jorge Barrios, via Wikimedia Commons
Discussion (1 of 3)
• What features (new or old) do you best like
about the tool?
• Is there anything you want to see or removed
from the tool?
• What is the most important feature/advice for
the DMPTool2 project you would want to be
considered?
November 4, 2013 DLF Forum 2013 Austin 35
Discussion (2 of 3)
• How would you upload an image for your
institution?
• Is there anything else you want want to
customize for your institution?
• How else would you promote the DMPTool?
November 4, 2013 DLF Forum 2013 Austin 36
Discussion (3 of 3)
• Is it clear how each new role is managed &
used in DMPTool2?
• How many would implement Institutional
DMP requirements?
• What roles or functions are absent from
DMPTool2?
November 4, 2013 DLF Forum 2013 Austin 37
More information
Email
Website
Twitter
Facebook
Blog
November 4, 2013 DLF Forum 2013 Austin 38
uc3@ucop.edu
dmptool.org
@TheDMPTool
facebook.com/DMPTool
blog.dmptool.org

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DMPTool2: Improvements and Outreach

  • 1. DMPTool2: Improvements and Outreach Sherry Lake University of Virginia Sarah Shreeves University of Illinois Marisa Strong California Digital Library Perry Willett California Digital Library November 4, 2013 DLF Forum 2013 Austin
  • 2. DMPTool 1: a recap • Developed in response to NSF requirements • Partnership of CDL, UVA, UIUC, UCSD, UCLA, Smithsonian, DataONE • Released in Oct 2011 • 100+ participating institutions • 6,000+ users from 800+ institutions have created 5,000+ plans November 4, 2013 DLF Forum 2013 Austin 2
  • 3. DMPTool 1 • Built for researchers • No functionality for editors or admins November 4, 2013 DLF Forum 2013 Austin 3 https://dmp.cdlib.org
  • 4. So, DMPTool 2 • Funded by – Alfred P. Sloan Foundation – Institute for Museum and Library Services • Project partners • Improvements for researchers and institutional admins • Expanding outreach November 4, 2013 DLF Forum 2013 Austin 4
  • 5. Granular modeling of plan templates Granular modeling of institutions Role-based user authorization DMP life cycle management Organizational planning activities Enhanced search and browse Institutional branding Search and reporting for business intelligence Advanced administrative interface Collaborative plan creation Open API Improvements in 2014 5 November 4, 2013 DLF Forum 2013 Austin
  • 6. DMPs and Templates • DMP: content of the data management plan • DMP Template: empty scaffolding of a DMP: – the questions to be answered – guidance text – suggested answers – links to other resources. November 4, 2013 DLF Forum 2013 Austin 6 Luigi Chiesa, via Wikimedia Commons
  • 7. November 4, 2013 DLF Forum 2013 Austin 7
  • 8. 8
  • 9. Improvements for plan creators Users will be able to: • Copy existing plans into new plans • Work collaboratively with colleagues • Request a review of their plans • Share their plans within their institutions • Provide public access to their plans November 4, 2013 DLF Forum 2013 Austin 9
  • 10. 10
  • 11. 11
  • 12. 12
  • 13. 13
  • 14. 14
  • 15. 15
  • 16. 16
  • 17. 17
  • 18. Improvements for Administrators • Institutional hierarchies available • Several new admin roles • Enhanced search and browse of plans • Review of plans can be mandatory or optional November 4, 2013 18 DLF Forum 2013 Austin
  • 19. New roles for administrators • DMP Template editor • Resource editor • Institutional reviewer • Institutional administrator November 4, 2013 DLF Forum 2013 Austin 19 Library of Congress, via Wikimedia Commons
  • 20. DMP Templates editor • Create, copy and/or edit templates • Institutions can implement requirements for their own researchers November 4, 2013 DLF Forum 2013 Austin 20 Some rights reserved by gusset, via Flickr
  • 21. Resource editor These are all institutional resources: • Help text • Suggested or example answers • Links to resources November 4, 2013 DLF Forum 2013 Austin 21 Self, via Wikimedia Commons
  • 22. 22
  • 23. 23
  • 24. November 4, 2013 DLF Forum 2013 Austin 24
  • 25. Institutional reviewer • Institutions can also allow their researchers to request informal reviews of their plans November 4, 2013 DLF Forum 2013 Austin 25 Lesser Ury, Leser mit Lupe, via Wikimedia Commons
  • 26. 26
  • 27. 27
  • 28. Institutional administrator • Enhanced search and browse of plans from their institution • Can add people to other roles: – Resource editor – DMP Templates editor – Institutional reviewer November 4, 2013 DLF Forum 2013 Austin 28 from Wikimedia Commons
  • 29. 29
  • 30. New functionality: other • APIs • Institutional hierarchies • Search and browse of public plans November 4, 2013 DLF Forum 2013 Austin 30 Some rights restricted, by cogdogblog, via Flickr
  • 31. Outreach & Communication • Bitbucket wiki https://bitbucket.org/dmptool/main/ • Webinar Series http://blog.dmptool.org/webinar-series/ • DMPTool Blog http://blog.dmptool.org/ • Advisory Boards – Researcher – Administrative November 4, 2013 31 DLF Forum 2013 Austin U.S.. National Archives and Records Administration, via Wikimedia Commons
  • 32. Research Advisory Board • Review and advise on: – application functionality – DMPTool content – community engagement – overall value from the perspective of researchers. • Represent plan creators U.S. National Archives and Records Administration, via Wikimedia Commons November 4, 2013 32 DLF Forum 2013 Austin
  • 33. Administrative Advisory Board • Review and advise on: – overall value of the tool from the perspective of administrative users – application functionality – DMPTool content – community engagement • Represent institutional administrators and users Painting of the Royal Institution of Great Britain , via Wikimedia Commons November 4, 2013 33 DLF Forum 2013 Austin
  • 34. Release • Release to admins: Jan 2014 • Release to public: Feb 2014 • New URL: http://dmptool.org • All current customizations and plans will be migrated • DMPTool “Classic” will continue to be available for brief period November 4, 2013 DLF Forum 2013 Austin 34 Jorge Barrios, via Wikimedia Commons
  • 35. Discussion (1 of 3) • What features (new or old) do you best like about the tool? • Is there anything you want to see or removed from the tool? • What is the most important feature/advice for the DMPTool2 project you would want to be considered? November 4, 2013 DLF Forum 2013 Austin 35
  • 36. Discussion (2 of 3) • How would you upload an image for your institution? • Is there anything else you want want to customize for your institution? • How else would you promote the DMPTool? November 4, 2013 DLF Forum 2013 Austin 36
  • 37. Discussion (3 of 3) • Is it clear how each new role is managed & used in DMPTool2? • How many would implement Institutional DMP requirements? • What roles or functions are absent from DMPTool2? November 4, 2013 DLF Forum 2013 Austin 37
  • 38. More information Email Website Twitter Facebook Blog November 4, 2013 DLF Forum 2013 Austin 38 uc3@ucop.edu dmptool.org @TheDMPTool facebook.com/DMPTool blog.dmptool.org

Editor's Notes

  1. Mockup of DMPTool2 home page
  2. Mockup of “Funder Guidance” page of DMPTool2. This page is available without authenticating.
  3. My DMP page when user first logs in.
  4. Create new DMP
  5. After clicking on “Create new DMP,” the user is prompted to Select DMP Template from among the available options.
  6. After finishing the plan, the plan creator may add a co-owner
  7. Adding a co-owner
  8. Finishing a plan, submitting for review
  9. Bottom of page on previous slide. The plan creator may choose to keep the plan private, share it among colleagues at the same institution, or make it publicly accessible.
  10. Option to share within the same institution, make public, or keep private.
  11. Resource editor—list of resource templates
  12. Copying or creating a new resource template
  13. Creating a resource template.
  14. List of DMPs to review.
  15. Adding a comment/review to a DMP.
  16. Institutional profile as seen by the institutional administrator.
  17. As part of our grant from the Institute of Museum and Library Services, we are creating resources for librarians interested in promoting the DMPTool at their institutions. Based on input from a group of librarians back in February, we determined that a webinar series would be useful for introducing the tool, communicating how to use it effectively, and describing how it can be customized for institutional needs. The webinar series has now concluded, but we will happily accept your ideas for future webinars. 
  18. More information about the Research Advisory Board is available here: https://bitbucket.org/dmptool/main/wiki/ResearcherAdvisoryBoard
  19. More information about the Administrative Advisory Board is available here: https://bitbucket.org/dmptool/main/wiki/AdministrativeUserAdvisoryBoard