dmptool 2 - what administrators need to know
DESCRIPTION
TRANSCRIPT
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What Administrators Need to Know
Sherry LakeSarah L. Shreeves
May 14, 2014
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Goal:
For administrators to be able to become familiar with new functionality in the DMPTool
For administrators to be able to set up the new DMPTool, assign roles, and be ready for plan creators on May 29th!
Will *not* cover all functionality
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Outline of Webinar• Introduction
• New concepts
• Getting started
• Customizing DMP templates
• Creating a new plan
• Resources
• Questions!
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DMPTool Project
• Partners started working in January 2011• Released in October 2011• Developed requirements, divided work• Self-funded / In-kind
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• 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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Release Schedule
• May 16th: Administrator wiki published.• May 19th: Administrator only soft release.• May 21st: Second administrator webinar.• May 29th: User and administrator wide
release.
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Important things to note
• New URL: http://dmptool.org
• All current customizations and plans will be migrated
• Admins can use the new system before researchers
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(New) Concepts in the DMPTool
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Template
A "template" is a set of questions (i.e., requirements) that form the basis of a data management plan.
Templates can also be created for institutions by institutional administrators.
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ResourceHelp for answering a question (requirement) from a funder. This can be added by the institutional administrator or resource editor to provide local information for researchers filling out a DMP. There are four resource types:
- Guidance- Actionable link- Suggested response- Example response.
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Resources (continued)
Four levels of resources:
- DMPTool wide (Links or Guidance)- Institution wide (Links or Guidance)- Template wide (Links or Guidance)
- Requirement specific (Links, Guidance, Suggested response, or Example answer)
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Expanded roles & co-ownership
Creator roles– Owner
– Co-owner
Administrative roles– Institutional administrator
– Institutional reviewer
– Resources editor
– Template editor
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States of a Plan
• New • Completed• Submitted• Reviewed• Approved• Rejected• Revised
Used during the reviewing phase
All plans
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Visibility of Plans
• Public
• Institutional
• Private
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Getting Started
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All logged on users
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Institutional Reviewer
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Template Editor
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Resource Editor Can only Customize
Templates
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Institutional Administrator
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Customizing DMP Templates
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Create New DMP
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Institutional-Level Resource
Question-Level Resource
DMPTool-Level Resource
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DMPTool-Level Resources
Question-Level Resource
Templete-Level Resource
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Question-Level Resource
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Question-Level Resource
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Resource Type Customize On... Displays On...
Institutional-level Resources Links or Guidance Institutional Profile -
Institutional Resources tabEVERY Requirement for EVERY template
Template-level Resources Links or Guidance Customization Overview Every Requirement for
specific template
Requirement Specific Resources Links Customization Details Specified Requirement
Requirement Specific Resources Guidance Customization Details Specified Requirement
Requirement Specific Resources Suggested Answer Customization Details Specified Requirement
Requirement Specific Resources Example Answer Customization Details Specified Requirement
DMPTool-Level Resources Links or Guidance
Customized by DMPTool team as default guidance and links
Each requirement has DMP-Level Guidance and Links
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OR
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⏎
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Adding resources: Guidance, Links, Suggest Response, or Example Response
Step through the requirements
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DMP Resources: DMPTool-Level
Institution-Level
Add Question-Level Guidance
Guidance Resource
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DMP Resources: DMPTool-Level
Template-Level
Question-Level Links
Actionable Links
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DMP Resources: DMPTool-Level
Template-Level
Question-Level Guidance
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Click another requirement
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Notification Preferences
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Plan Creation
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Copy an existing DMP
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Add a co-owner
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Sharing Options
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Resources
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What you need to know and do!
• Schedule: http://blog.dmptool.org/switch/– Note the transitions between the two tools
• Tasks: http://blog.dmptool.org/administrative-release/
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Documentationhttps://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators
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Glossaryhttps://github.com/CDLUC3/dmptool/wiki/glossary
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Frequently Asked Questionshttp://dmptool.askbot.com/questions/
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Promotion of the DMPToolhttp://dmptool.org/promote
• DMPTool Logo• Postcards• Posters• Talking Points• General Purpose Slides• Embeddable Advertisements for your Website• Video: http://vimeo.com/82408192
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Keep up to date with news
Administrator Listserv – contact [email protected] to be added
Blog: http://blog.dmptool.org/
Twitter: http://twitter.com/TheDMPTool
Facebook: http://www.facebook.com/DMPTool
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Questions?
This presentation is made available under a Creative Commons Attribution 4.0 International (CC BY 4.0) license.