Second webinar introducing DMPTool Version 2 functionality to administrators of the tool. May 21, 2014.

1. Logistics for Webinar
You must call in for audio:
866.740.1260 - code 9870179#
Participants muted
Ask questions in chat any time
30 minutes for Q&A
Recording & slides will be available at
blog.dmptool.org/webinar-series

2. Trisha Cruse & Carly Strasser
California Digital Library
Administrator Webinar #2
21 May 2014
Current Status
& Future Directions

3. Road Map
FromFlickrby(Luciano)
1. Background
2. New website overview
3. Setting up the tool
4. Adding resources &
customizing a template
5. Creating your own template
6. Other tasks
7. Important take-homes
8. Q&A

4. Road Map
FromFlickrby(Luciano)
1. Background
2. New website overview
3. Setting up the tool
4. Adding resources and
customizing a template
5. Creating your own template
6. Other tasks
7. Important take-homes
8. Q&A

5. • Partners started working in January 2011
• Released in October 2011
• Developed requirements, divided work
• Self-funded / In-kind

6. • Version 1
• Built for researchers
• No functionality for
editors or admins
• URL redirect to CDL
http://dmptool.org
http://dmp.cdlib.org

7. • Funded by
– Alfred P. Sloan Foundation
– Institute of Museum and Library
Services
• Distributed project partners
• Improvements for researchers &
institutional administrators
• Expanding outreach

8. Road Map
FromFlickrby(Luciano)
1. Background
2. New website overview
3. Setting up the tool
4. Adding resources &
customizing a template
5. Creating your own template
6. Other tasks
7. Important take-homes
8. Q&A

9. New Stuff
• Data management guidance
• Community resources
• Public DMPs
• Partners page
• External help
– FAQ
– Administrator help Wiki
– Blog

10. Live Demo –
New Website

11. Wiki with help
for
administrators

12. Wiki with help
for
administrators

13. Road Map
FromFlickrby(Luciano)
1. Background
2. New website overview
3. Setting up the tool
4. Adding resources and
customizing a template
5. Creating your own template
6. Other tasks
7. Important take-homes
8. Q&A

14. From Flickr by Artful Magpie
Login and Shibboleth
• Nothing changes with new tool – log in as usual
• If you aren’t an administrator, contact uc3@ucop.edu
What’s been moved for you
• Customizations
• Existing DMPs
Basics

15. Institution
customization tasks
• Overview of the navigation bar
• Adding a logo
• Adding contact information
https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#setting-up-the-dmptool

16. Navigation bar
Administrators
only
https://github.com/CDLUC3/dmptool/wiki/Navigating-the-DMPTool

17. Live Demo –
Navigation bar,
Customizing Institution Profile

18. Road Map
FromFlickrby(Luciano)
1. Background
2. New website overview
3. Setting up the tool
4. Adding resources &
customizing a template
5. Creating your own template
6. Other tasks
7. Important take-homes
8. Q&A

19. https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#adding-resources-to-funder-templates
Resources: Types
Links
Guidance
Suggested
answer
Example
answer
Resources
URLs
Help text

20. DMPTool
Institution
Template
Question
Resources: Levels
https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#adding-resources-to-funder-templates

21. DMPTool
Institution A
Template 1
Question
1.1
Question
1.2
Template 2
Question
2.1
Question
2.2
Institution
B
Institution
C
Resources: Who’s in charge
https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#adding-resources-to-funder-templates

22. DMPTool
Institution A
Template 1
Question
1.1
Question
1.2
Template 2
Question
2.1
Question
2.2
Institution
B
Institution
C
Resources: Who’s in charge
DMPTool resources:
set by DMPTool team
https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#adding-resources-to-funder-templates

23. DMPTool
Institution A
Template 1
Question
1.1
Question
1.2
Template 2
Question
2.1
Question
2.2
Institution
B
Institution
C
Institutional resources:
set by administrators
in
Institution Profile
Resources: Who’s in charge
https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#adding-resources-to-funder-templates

24. Live Demo – adding an
Institutional resource

25. DMPTool
Institution A
Template 1
Question
1.1
Question
1.2
Template 2
Question
2.1
Question
2.2
Institution
B
Institution
C
Template-level resources
set by administrators
in
Template Customization
Overview
Resources: Who’s in charge
https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#adding-resources-to-funder-templates

26. DMPTool
Institution A
Template 1
Question
1.1
Question
1.2
Template 2
Question
2.1
Question
2.2
Institution
B
Institution
C
Resources: Setup
Question-level resources
set by administrators
in
Template Details
https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#adding-resources-to-funder-templates

27. Live Demo
adding template- & question-level
resources
AKA customizing a template
https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#adding-resources-to-funder-templates

28. Road Map
FromFlickrby(Luciano)
1. Background
2. New website overview
3. Setting up the tool
4. Adding resources and
customizing a template
5. Creating your own template
6. Other tasks
7. Important take-homes
8. Q&A

29. Goal: Create new template
for researchers to use at
your institution
institution ! funder
https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#creating-templates

30. https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#creating-templates
I want to create a general-purpose DMP
template for our first-year graduate students
to use in a data management class.
Our grants office wants a set of questions
answered for anyone at our institution who’s
working on a grant that uses institutional
resources.
There is a call for research proposals
within the institution. They want to require
a DMP be submitted alongside the
proposal.

31. Live demo -
Creating a template
https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#creating-templates

32. Road Map
FromFlickrby(Luciano)
1. Background
2. New website overview
3. Setting up the tool
4. Adding resources and
customizing a template
5. Creating your own template
6. Other tasks
7. Important take-homes
8. Q&A

33. Institutional hierarchy: adding granularity
– Colleges
– Departments
– Lab groups
Other Tasks: Adding Hierarchy
Allows you to customize and/or create
templates for different groups within an
institution

34. Other Tasks: Adding Admins
https://github.com/CDLUC3/dmptool/wiki/Institution-Profile-Customization#add-or-edit-user-roles
Template editor
Create and edit institutional templates
Resources editor
Add or modify template customizations
Institutional reviewer
Review DMPs informally or formally
Institutional administrator
All of the above plus assign additional DMPTool
institutional administrators
Administrator types

35. Granular templates
Distribution of work
Easier edits to resources
Institutional hierarchy
+
Adding admins

36. Live Demo – Institutional hierarchy
and adding other administrators
https://github.com/CDLUC3/dmptool/wiki/Institution-Profile-Customization#add-or-edit-user-roles

37. Road Map
FromFlickrby(Luciano)
1. Background
2. New website overview
3. Setting up the tool
4. Adding resources
5. Customizing a template
6. Creating your own template
7. Other tasks
8. Important take-homes
9. Q&A

38. • Switch info on blog
blog.dmptool.org/switch
• Dates & URLs
DMPTool2 is live for everyone on Thursday May 29th
DMPTool1 will be available for a limited time at v1.dmptool.org
• Update links!
dmp.cdlib.org " dmptool.org
• Administrator help on GitHub wiki
https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators
• Administrator listserv
DMPADMIN-L@listserv.ucop.edu
Take-homes

39. blog.dmptool.org

40. Website
Twitter
Blog
Email
dmptool.org
@TheDMPTool
blog.dmptool.org
uc3@ucop.edu

41. Road Map
FromFlickrby(Luciano)
1. Background
2. New website overview
3. Setting up the tool
4. Adding resources and
customizing a template
5. Creating your own template
6. Other tasks
7. Important take-homes
8. Q&A