DMPTool Webinar 3: Customizing the DMPTool

Logistics for Webinar

You Must Call In For Audio: 866-740-1260 access code 9870179#

Participants mutedAsk questions in chat any time

20 minutes for Q&A

Recording & slides, schedule of webinars: blog.dmptool.org/webinar-series

DMPTool Webinar Series 3: Customizing the DMPTool for your Institution | Sponsored by IMLS18 June 2013

Customizing the DMPTool For Your Institution

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Dan Phipps | @ItsDanPhippsUniversity of California Curation Center, California Digital Library

DMPTool Webinar Series 3: Customizing the DMPTool for your Institution | Sponsored by IMLS18 June 2013

28 May Introduction to the DMPTool

4 June Learning about data management: Resources, tools, materials

18 June

Customizing the DMPTool for your institution

25 June Environmental Scan: Who's important at your campus

9 July Promoting institutional services; EZID Outreach Made Simple!

16 July Health Sciences & DMPTool - Lisa Federer, UCLA

23 July Digital humanities and the DMPTool - Miriam Posner, UCLA

13 Aug Data curation profiles and the DMPTool – Jake Carlson, Purdue

How to give the data management sales pitch to various audiences

Other tools and resources that work with/complement the DMPTool

Beyond funder requirements: more extensive DMPs

Case studies 1 – How librarians have successfully used the tool


Outreach Kit Introduction

Certification program introduction

blog.dmptool.org/webinar-series

Road Map

Goals of this Webinar

Customization Overview

Why is Customization Important?

How to Customize

Customization Resources

Customization & DMPTool 2S

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Webinar Goals

• Highlight the value of customization

• Show how customization is done

• Answer questions, clarify the unclear

• Resources: provide example customization docs

From Flickr by Brian Allen

Where can I find these Resources?

https://bitbucket.org/dmptool/main/wiki/Documentation

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Road Map




How to Customize



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In an ideal world…

Librarian Researcher

Prometheus Forms Man and Animates Him with Fire from Heaven Source: collections.lacma.org

Reality

LibrarianGrant Office

Funders Researcher

Google

Source: http://commons.wikimedia.org/wiki/File:Argument_about_icons_(Skylitzis_Chronicle).jpg

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For Everyone!

Institution Specific

Customize Help Text

Suggested

Answers

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Customization: Aesthetic

• There are lots of resources out there

• Institution resources, library, logo are familiar signs

• We want to instill confidence

commons.wikimedia.org/wiki/File:Welcome_mat_2.jpg

Outreach Materials

Customization: Information

Support Groups

Best Practices Guides

Local Experts

Road Map




How to Customize



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Understand Your Audiences

• Students• Researchers• Grant Officers

Source: Wikimedia Commonshttp://commons.wikimedia.org/wiki/File:Researchers_review_documents.jpghttp://commons.wikimedia.org/wiki/File:Student_Orientation.jpg

Funder Provided Info: Is it enough?

• Same info everyone else gets

• Novices need more help & expertise

• Grant writers that take DMP seriously have greater chance of success

• Proposal panels getting more guidance on how to judge DMPs

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Take Home Messages for Researchers

• Researchers may not know how their library can help

• Next grant cycle, get them thinking about this stuff earlier

• Researchers: You are not alone!

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Road Map




How to Customize



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1. Shibboleth authentication

2. Fill out documentation

3. Send them our way

commons.wikimedia.org/wiki/File:FGF_museum_12._Custom_Aztec_body.jpg

What’s a............

• Open Source Login Software

• Unified login across organization

• Useful for universities – one login for multiple services

http://commons.wikimedia.org/wiki/File:Disc_tumbler_with_key.png

Shibboleth & DMPTool

• Use the same login as other institution resources

• Without: create their own login

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Is Shibboleth Required?

NOPE!

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Part 2: Paperwork

1. Download word docs

2. Fill out Info about your Institution

3. Provide help resources for each funder (NSF, NIH, etc)

4. Submit to Perry at [email protected]

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Customization!

bitbucket.org/dmptool/main/

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Institution Settings

Fewer Links:

Greater Impact!

Where do you want help

requests to go?

Funder Documentation

• When users navigate the DMPTool site, first choice is grant funder

• We let you customize individual funders

• So how does it work?

Changes made here…

Sections

Link to Resource for Question…

…and the text for that link

Suggested Answer

Help Text

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Suggested Answer

Help

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Institution & Section Specific

Resource Links

Submit

• Attach documents to an email, and send it to:

• [email protected]

commons.wikimedia.org/wiki/File:Attaching_a_message_to_a_Signal_Corps_carrier_pigeon,_circa_1917-18.,_1917_-_ca._1920_-_NARA_-_512434.tif

Documentation - Suggestions

• Talk to your grant office– Which funders are

most common?

• Talk to other librarians– If you already have a

DMP Template, you’ve done most of the work

• Talk to researchers– How are they writing

them now?

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Road Map




How to Customize



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Thanks!

Example Templates

!!!

bitbucket.org/dmptool/main/wiki/Examples

Road Map




How to Customize



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Coming Soon: DMPTool 2

• The future: More administrator control, fewer gatekeepers, more user data for institutions

• DISCLAIMER: Early UI wireframes ahead!

commons.wikimedia.org/wiki/File:TARDIS2.jpg

DMPTool 2: Add New Template

DMPTool 2: Add New Resource

DMPTool 2: Administrator Permissions

blog.dmptool.org/webinar-series

From Flickr by Jeff Keacher

Next week: Environmental Scan: Who's important at your campusPresenter: Sherry Lake, University of VirginaTuesday 25 June @ 10am PT

Register now!

blog.dmptool.org/webinar-series/

28 May Introduction to the DMPTool

4 June Learning about data management: Resources, tools, materials

18 June Customizing the DMPTool for your institution

25 June Environmental Scan: Who's important at your campus

9 July Promoting institutional services; EZID Outreach Made Simple!

16 July Health Sciences & DMPTool - Lisa Federer, UCLA

23 July Digital humanities and the DMPTool - Miriam Posner, UCLA

13 Aug Data curation profiles and the DMPTool – Jake Carlson, Purdue

How to give the data management sales pitch to various audiences

Other tools and resources that work with/complement the DMPTool

Beyond funder requirements: more extensive DMPs



Outreach Kit Introduction

Certification program introduction

blogs.dmptool.org/webinar-series

Email

TwitterBlog

Facebook

[email protected]@[email protected]/DMPTool

Questions?

Bibliography

• DMPTool: https://dmp.cdlib.org/• DMPTool Bitbucket Wiki:

https://bitbucket.org/dmptool/main/wiki/Home– Outreach Materials:

• http://bitbucket.org/dmptool/main/wiki/Materials– Templates for Customization:

• http://bitbucket.org/dmptool/main/wiki/Documentation– Example Customization Documents:

• https://bitbucket.org/dmptool/main/wiki/Examples• About Shibboleth: http://shibboleth.net/about/index.html• Grant Reviewer’s Worksheet for Data Management Plans

– http://dmp.data.jhu.edu/assistance/grant-reviewers-worksheet-for-data-management-plans/

Education

DMPTool Webinar 3: Customizing the DMPTool