dmptool2 administrator webinar #2

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

Trisha Cruse & Carly Strasser California Digital Library

Administrator Webinar #2 21 May 2014

Current Status & Future Directions

Road Map

From

Flic

kr b

y (L

ucian

o)

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

Road Map

From

Flic

kr b

y (L

ucian

o)

1.  Background 2.  New website overview 3.  Setting up the tool 4.  Adding resources and


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

•  Version 1 •  Built for researchers •  No functionality for

editors or admins •  URL redirect to CDL

http://dmptool.org http://dmp.cdlib.org

•  Funded by –  Alfred P. Sloan Foundation –  Institute of Museum and Library

Services •  Distributed project partners •  Improvements for researchers &

institutional administrators •  Expanding outreach

Road Map

From

Flic

kr b

y (L

ucian

o)



New Stuff •  Data management guidance •  Community resources •  Public DMPs •  Partners page •  External help

–  FAQ –  Administrator help Wiki –  Blog

Live Demo – New Website

Wiki with help for

administrators

Road Map

From

Flic

kr b

y (L

ucian

o)



From Flickr by Artful Magpie

Login and Shibboleth •  Nothing changes with new tool – log in as usual •  If you aren’t an administrator, contact [email protected]

What’s been moved for you •  Customizations •  Existing DMPs

Basics

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

Navigation bar

Administrators only

https://github.com/CDLUC3/dmptool/wiki/Navigating-the-DMPTool

Live Demo – Navigation bar,

Customizing Institution Profile

Road Map

From

Flic

kr b

y (L

ucian

o)



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

DMPTool

Institution

Template

Question

Resources: Levels


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

Institution A

Template 1

Question 1.1

Question 1.2

Template 2

Question 2.1

Question 2.2

Institution B

Institution C


DMPTool resources: set by DMPTool team


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



Live Demo – adding an Institutional resource

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



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


Live Demo adding template- & question-level

resources

AKA customizing a template


Road Map

From

Flic

kr b

y (L

ucian

o)



Goal: Create new template for researchers to use at

your institution

institution ! funder

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.

Live demo - Creating a template


Road Map

From

Flic

kr b

y (L

ucian

o)



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

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

Granular templates Distribution of work

Easier edits to resources

Institutional hierarchy +

Adding admins

Live Demo – Institutional hierarchy and adding other administrators

https://github.com/CDLUC3/dmptool/wiki/Institution-Profile-Customization#add-or-edit-user-roles

Road Map

From

Flic

kr b

y (L

ucian

o)

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

•  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 [email protected]

Take-homes

blog.dmptool.org

Website Twitter

Blog Email

dmptool.org @TheDMPTool blog.dmptool.org [email protected]

Road Map

From

Flic

kr b

y (L

ucian

o)



dmptool2 administrator webinar #2

Software