data management planning tool(s) · 2014. 7. 11. · data management planning . tool(s) trisha...
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Data Management Planning Tool(s)
Trisha Cruse, Sherry Lake, Carly Strasser California Digital Library, University of Virginia Library
DataONE Users Group July 2014
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Road Map
From
Flic
kr b
y (L
ucia
no)
1. Background
2. New website overview
3. What researchers can do
4. What DMPTool admins can do
5. take-homes
6. Q&A
![Page 3: Data Management Planning Tool(s) · 2014. 7. 11. · Data Management Planning . Tool(s) Trisha Cruse, Sherry Lake, Carly Strasser . California Digital Library, University of Virginia](https://reader034.vdocument.in/reader034/viewer/2022051907/5ffa51dca95f76193f443b6d/html5/thumbnails/3.jpg)
Road Map
From
Flic
kr b
y (L
ucia
no)
1. Background
2. New website overview
3. What researchers can do
4. What DMPTool admins can do
5. take-homes
6. Q&A
![Page 4: Data Management Planning Tool(s) · 2014. 7. 11. · Data Management Planning . Tool(s) Trisha Cruse, Sherry Lake, Carly Strasser . California Digital Library, University of Virginia](https://reader034.vdocument.in/reader034/viewer/2022051907/5ffa51dca95f76193f443b6d/html5/thumbnails/4.jpg)
• Partners started working in January 2011
• Released in October 2011
• Developed requirements, divided work
• Self-funded / In-kind
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• Connect researchers with resources to build quality DMPs
• Version 1: – Built for researchers – No functionality for editors
or admins – URL redirect to CDL http://dmptool.org
http://dmp.cdlib.org
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• Funded by – Alfred P. Sloan Foundation – Institute of Museum and Library
Services • Distributed project partners • Improvements for researchers &
institutional administrators • Expanding outreach
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Road Map
From
Flic
kr b
y (L
ucia
no)
1. Background
2. New website overview
3. What researchers can do
4. What DMPTool admins can do
5. take-homes
6. Q&A
![Page 8: Data Management Planning Tool(s) · 2014. 7. 11. · Data Management Planning . Tool(s) Trisha Cruse, Sherry Lake, Carly Strasser . California Digital Library, University of Virginia](https://reader034.vdocument.in/reader034/viewer/2022051907/5ffa51dca95f76193f443b6d/html5/thumbnails/8.jpg)
New Stuff • Admin tools • Data management guidance • Community resources • Public DMPs • Partners page • External help
– FAQ – Administrator help Wiki – Blog
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Live Demo – New Website
1. Overall layout 2. Navigation 3. Help
a) FAQ b) Wiki
4. Promotional materials 5. News 6. Video
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Road Map
From
Flic
kr b
y (L
ucia
no)
1. Background
2. New website overview
3. What researchers can do
4. What DMPTool admins can do
5. take-homes
6. Q&A
![Page 11: Data Management Planning Tool(s) · 2014. 7. 11. · Data Management Planning . Tool(s) Trisha Cruse, Sherry Lake, Carly Strasser . California Digital Library, University of Virginia](https://reader034.vdocument.in/reader034/viewer/2022051907/5ffa51dca95f76193f443b6d/html5/thumbnails/11.jpg)
Two roles 2. Administrator
-- the setup person
1. Researcher
-- the user
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Researchers
• Create new plan
• Copy existing plans
• Work collaboratively – Owner & co-owner
• Request a review of their plans
• Share their plans within their institutions
• Provide public access to their plans
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Log in
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Select Institution
If your institution is a partner, you will be redirected to their login page
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Your institution not listed? Select “Non-partner”
Then create an account
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Set up your profile &
notification preferences
ORCID Identifier
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Dashboard overview of
DMPs
Create new DMP
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Or start a new plan
Either copy an existing
DMP
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Select Funder
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Fill out basic information about the plan
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Co-owners can • Edit
• Preview
• Download
Add co-owners
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Three options: 1. Private – owners
& co-owners only 2. Within institution 3. Publicly
Visibility settings
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Answer questions
Instructions & help
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Preview plan
Export plan .txt, .rtf, .pdf
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Road Map
From
Flic
kr b
y (L
ucia
no)
1. Background
2. New website overview
3. What researchers can do
4. What DMPTool admins can do
5. take-homes
6. Q&A
![Page 26: Data Management Planning Tool(s) · 2014. 7. 11. · Data Management Planning . Tool(s) Trisha Cruse, Sherry Lake, Carly Strasser . California Digital Library, University of Virginia](https://reader034.vdocument.in/reader034/viewer/2022051907/5ffa51dca95f76193f443b6d/html5/thumbnails/26.jpg)
Administrators
• Several new admin roles – DMP template editor
– Resources editor
– Institutional reviewer
– Institutional administrator
• Review of plans can be mandatory or optional
• Implement institutional DMPs
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Local web page Contact information
logo
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Expanded Administrative Roles Institutional Administrator
• Assigns institutional roles
• Performs all other editor roles
Template Editor • Creates & edits DMP institutional templates
Resources Editor
• Local help text
• Links to resources
• Suggested answers
• Example answers
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Self-service admin functions
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Template Customizations
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Road Map
From
Flic
kr b
y (L
ucia
no)
1. Background
2. New website overview
3. What researchers can do
4. What DMPTool admins can do
5. take-homes
6. Q&A
![Page 32: Data Management Planning Tool(s) · 2014. 7. 11. · Data Management Planning . Tool(s) Trisha Cruse, Sherry Lake, Carly Strasser . California Digital Library, University of Virginia](https://reader034.vdocument.in/reader034/viewer/2022051907/5ffa51dca95f76193f443b6d/html5/thumbnails/32.jpg)
Take-homes
• Free and open to all • Application plus • Data migrated to new DMPTool • Collaborate across institutions • Set the visibility of plans: private, X people,
institution, public • Become a partner • Wanted: API testers