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Sherry	
  Lake	
  
University	
  of	
  Virginia	
  Library	
  
Data	
  Management	
  Planning:	
  get	
  up	
  to	
  date	
  with	
  DMPTool	
  and	
  DMPonline	
  
IDCC	
  Workshop,	
  2/24/14	
  
DMPTool Project
•  Partners	
  started	
  working	
  in	
  January	
  2011	
  
•  Released	
  in	
  October	
  2011	
  
•  Developed	
  requirements,	
  divided	
  work	
  
•  Self-­‐funded	
  /	
  In-­‐kind	
  
•  Free	
  	
  
•  Guides	
  through	
  creaQng	
  a	
  DMP	
  
•  Helps	
  meet	
  funder	
  requirements	
  	
  
•  Supplies	
  quesQons	
  	
  
•  Includes	
  explanaQon/context	
  provided	
  by	
  
the	
  agency	
  
•  Provides	
  links	
  to	
  the	
  agency	
  website	
  	
  
•  Version	
  1	
  
•  Built	
  for	
  researchers	
  
•  No	
  funcQonality	
  for	
  
editors	
  or	
  admins	
  
•  URL	
  redirect	
  to	
  CDL	
  
hVp://dmptool.org	
  hVp://dmp.cdlib.org	
  
Funder Templates
Support for 21 public and private
funding agencies
 Gordon and Betty Moore Foundation
Gulf of Mexico Research Initiative
Institute of Education Sciences
Institute of Museum and Library Services
Joint Fire Science Program
NEH Office of Digital Humanities
National Institutes of Health
National Oceanic and Atmospheric Administration
NSF Astronomical Sciences
NSF Atmospheric and Geospace Sciences
NSF Biological Sciences
NSF Chemistry Division
NSF Computer and Information Science and
Engineering
NSF Earth Sciences
NSF Education and Human Resources 
NSF Emerging Frontiers in Research and
Innovation
NSF Engineering
NSF Materials Research
NSF Physics
NSF Social, Behavioral, Economic Science
2
•  Funded	
  by	
  	
  
– Alfred	
  P.	
  Sloan	
  FoundaQon	
  
– InsQtute	
  for	
  Museum	
  and	
  Library	
  
Services	
  
•  Same	
  project	
  partners	
  
•  Improvements	
  for	
  researchers	
  and	
  
insQtuQonal	
  admins	
  
•  Expanding	
  outreach	
  
	
  
Granular	
  
modeling	
  of	
  
plan	
  templates	
  
Granular	
  
modeling	
  of	
  
insQtuQons	
  
Role-­‐based	
  
user	
  
authorizaQon	
  
DMP	
  life	
  cycle	
  
management	
  
OrganizaQonal	
  
planning	
  
acQviQes	
  	
  
Enhanced	
  
search	
  and	
  
browse	
  
InsQtuQonal	
  
branding	
  	
  
Advanced	
  
administraQve	
  
interface	
  	
  
CollaboraQve	
  
plan	
  creaQon	
  
Open	
  API	
  	
  
New	
  FuncQonality	
  
2
2
Improvements	
  for	
  plan	
  creators	
  
Users	
  will	
  be	
  able	
  to:	
  
•  Copy	
  exisQng	
  plans	
  into	
  new	
  plans	
  
•  Work	
  collaboraQvely	
  with	
  colleagues	
  
–  Owner	
  &	
  co-­‐owner	
  
•  Request	
  a	
  review	
  of	
  their	
  plans	
  
•  Share	
  their	
  plans	
  within	
  their	
  
insQtuQons	
  
•  Provide	
  public	
  access	
  to	
  their	
  plans	
  
	
  
2
Improvements	
  for	
  Administrators	
  
•  InsQtuQonal	
  hierarchies	
  available	
  
•  Several	
  new	
  admin	
  roles	
  
–  DMP	
  template	
  editor	
  
–  Resources	
  editor	
  
–  InsQtuQonal	
  reviewer	
  
–  InsQtuQonal	
  administrator	
  
•  Review	
  of	
  plans	
  can	
  be	
  mandatory	
  or	
  
opQonal	
  
•  Implement	
  insQtuQonal	
  DMPs	
  
	
  
Redesigned User Interface
Shibboleth Authentication
Co-ownership
Admin Features
Expanded Administrative Roles
InsQtuQonal	
  Administrator	
  
•  Assigns	
  insQtuQonal	
  roles	
  
•  Performs	
  all	
  other	
  editor	
  roles	
  
Template	
  Editor	
  
•  Creates	
  &	
  edits	
  DMP	
  insQtuQonal	
  templates	
  
	
  
Resources	
  Editor	
  
•  Local	
  help	
  text	
  
•  Links	
  to	
  resources	
  
•  Suggested	
  answers	
  
•  Example	
  answers	
  
	
  
Self-service admin functions
Template Customizations
Template Customizations
Template Customizations
New	
  
Template Customizations
Template Customizations
Institutional DMP Template 
TEMPLATE	
  
Review Capabilities
DMP Requirements
Sharing
1.  Private – owners &
co-owners only
2.  Within institution
3.  Publicly
Release	
  
•  Release	
  to	
  admins:	
  Spring	
  
•  Release	
  to	
  public	
  a]er	
  admins	
  
•  New	
  URL:	
  hVp://dmptool.org	
  
•  All	
  current	
  customizaQons	
  and	
  plans	
  will	
  
be	
  migrated	
  
•  Admins	
  can	
  test	
  drive	
  the	
  new	
  system	
  
before	
  researchers	
  
2
Provide librarians with the 
tools and resources 
to claim the data management education space
Improving Data
Stewardship with the
DMPTool
Improving Data
Stewardship with the
DMPTool
Webinar series
Case studies 
Blog development
Talking points
Collect resources
blog.dmptool.org
facebook.com/dmptool
Email	
  
Tweet	
  me	
  
My	
  slides	
  
shLake@virginia.edu
@shlakeuva
slideshare.net/shLake

Questions?
Website
Twitter
Blog
dmptool.org
@TheDMPTool
blog.dmptool.org

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DMPTool2 demo for DMPTool-DMPonline Workshop IDCC 2014

  • 1. Sherry  Lake   University  of  Virginia  Library   Data  Management  Planning:  get  up  to  date  with  DMPTool  and  DMPonline   IDCC  Workshop,  2/24/14  
  • 2. DMPTool Project •  Partners  started  working  in  January  2011   •  Released  in  October  2011   •  Developed  requirements,  divided  work   •  Self-­‐funded  /  In-­‐kind  
  • 3. •  Free     •  Guides  through  creaQng  a  DMP   •  Helps  meet  funder  requirements     •  Supplies  quesQons     •  Includes  explanaQon/context  provided  by   the  agency   •  Provides  links  to  the  agency  website    
  • 4. •  Version  1   •  Built  for  researchers   •  No  funcQonality  for   editors  or  admins   •  URL  redirect  to  CDL   hVp://dmptool.org  hVp://dmp.cdlib.org  
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  • 7. Funder Templates Support for 21 public and private funding agencies Gordon and Betty Moore Foundation Gulf of Mexico Research Initiative Institute of Education Sciences Institute of Museum and Library Services Joint Fire Science Program NEH Office of Digital Humanities National Institutes of Health National Oceanic and Atmospheric Administration NSF Astronomical Sciences NSF Atmospheric and Geospace Sciences NSF Biological Sciences NSF Chemistry Division NSF Computer and Information Science and Engineering NSF Earth Sciences NSF Education and Human Resources NSF Emerging Frontiers in Research and Innovation NSF Engineering NSF Materials Research NSF Physics NSF Social, Behavioral, Economic Science
  • 8. 2 •  Funded  by     – Alfred  P.  Sloan  FoundaQon   – InsQtute  for  Museum  and  Library   Services   •  Same  project  partners   •  Improvements  for  researchers  and   insQtuQonal  admins   •  Expanding  outreach    
  • 9. Granular   modeling  of   plan  templates   Granular   modeling  of   insQtuQons   Role-­‐based   user   authorizaQon   DMP  life  cycle   management   OrganizaQonal   planning   acQviQes     Enhanced   search  and   browse   InsQtuQonal   branding     Advanced   administraQve   interface     CollaboraQve   plan  creaQon   Open  API     New  FuncQonality   2
  • 10. 2 Improvements  for  plan  creators   Users  will  be  able  to:   •  Copy  exisQng  plans  into  new  plans   •  Work  collaboraQvely  with  colleagues   –  Owner  &  co-­‐owner   •  Request  a  review  of  their  plans   •  Share  their  plans  within  their   insQtuQons   •  Provide  public  access  to  their  plans    
  • 11. 2 Improvements  for  Administrators   •  InsQtuQonal  hierarchies  available   •  Several  new  admin  roles   –  DMP  template  editor   –  Resources  editor   –  InsQtuQonal  reviewer   –  InsQtuQonal  administrator   •  Review  of  plans  can  be  mandatory  or   opQonal   •  Implement  insQtuQonal  DMPs    
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  • 20. Expanded Administrative Roles InsQtuQonal  Administrator   •  Assigns  insQtuQonal  roles   •  Performs  all  other  editor  roles   Template  Editor   •  Creates  &  edits  DMP  insQtuQonal  templates     Resources  Editor   •  Local  help  text   •  Links  to  resources   •  Suggested  answers   •  Example  answers    
  • 30. Sharing 1.  Private – owners & co-owners only 2.  Within institution 3.  Publicly
  • 31. Release   •  Release  to  admins:  Spring   •  Release  to  public  a]er  admins   •  New  URL:  hVp://dmptool.org   •  All  current  customizaQons  and  plans  will   be  migrated   •  Admins  can  test  drive  the  new  system   before  researchers   2
  • 32. Provide librarians with the tools and resources to claim the data management education space Improving Data Stewardship with the DMPTool
  • 33. Improving Data Stewardship with the DMPTool Webinar series Case studies Blog development Talking points Collect resources
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  • 37. Email   Tweet  me   My  slides   shLake@virginia.edu @shlakeuva slideshare.net/shLake Questions? Website Twitter Blog dmptool.org @TheDMPTool blog.dmptool.org