Logistics for Webinar
You must call in for audio: 
866.740.1260 - code 9870179#
Participants muted
Ask questions in chat a...
Trisha Cruse & Carly Strasser
California Digital Library

Administrator Webinar #2
21 May 2014
Current Status 
& Future Di...
Road Map
FromFlickrby(Luciano)
1.  Background
2.  New website overview
3.  Setting up the tool
4.  Adding resources &
cust...
Road Map
FromFlickrby(Luciano)
1.  Background
2.  New website overview
3.  Setting up the tool
4.  Adding resources and
cu...
•  Partners started working in January 2011
•  Released in October 2011
•  Developed requirements, divided work
•  Self-fu...
•  Version 1
•  Built for researchers
•  No functionality for
editors or admins
•  URL redirect to CDL
http://dmptool.org
...
•  Funded by 
–  Alfred P. Sloan Foundation
–  Institute of Museum and Library
Services
•  Distributed project partners
• ...
Road Map
FromFlickrby(Luciano)
1.  Background
2.  New website overview
3.  Setting up the tool
4.  Adding resources &
cust...
New Stuff
•  Data management guidance
•  Community resources
•  Public DMPs
•  Partners page
•  External help
–  FAQ
–  Ad...
Live Demo – 
New Website
Wiki with help
for
administrators
Wiki with help
for
administrators
Road Map
FromFlickrby(Luciano)
1.  Background
2.  New website overview
3.  Setting up the tool
4.  Adding resources and
cu...
From Flickr by Artful Magpie
Login and Shibboleth
•  Nothing changes with new tool – log in as usual
•  If you aren’t an a...
Institution
customization tasks 
•  Overview of the navigation bar
•  Adding a logo
•  Adding contact information
https://...
Navigation bar
Administrators
only
https://github.com/CDLUC3/dmptool/wiki/Navigating-the-DMPTool
Live Demo – 
Navigation bar, 
Customizing Institution Profile
Road Map
FromFlickrby(Luciano)
1.  Background
2.  New website overview
3.  Setting up the tool
4.  Adding resources &
cust...
https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#adding-resources-to-funder-templates
Resources: Types
Links...
DMPTool
Institution
Template
Question
Resources: Levels
https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#add...
DMPTool
Institution A
Template 1
Question
1.1
Question
1.2
Template 2
Question
2.1
Question
2.2
Institution
B
Institution
...
DMPTool
Institution A
Template 1
Question
1.1
Question
1.2
Template 2
Question
2.1
Question
2.2
Institution
B
Institution
...
DMPTool
Institution A
Template 1
Question
1.1
Question
1.2
Template 2
Question
2.1
Question
2.2
Institution
B
Institution
...
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
...
DMPTool
Institution A
Template 1
Question
1.1
Question
1.2
Template 2
Question
2.1
Question
2.2
Institution
B
Institution
...
Live Demo
adding template- & question-level
resources

AKA customizing a template
https://github.com/CDLUC3/dmptool/wiki/H...
Road Map
FromFlickrby(Luciano)
1.  Background
2.  New website overview
3.  Setting up the tool
4.  Adding resources and
cu...
Goal: Create new template
for researchers to use at
your institution

institution ! funder
https://github.com/CDLUC3/dmpto...
https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#creating-templates
I want to create a general-purpose DMP
t...
Live demo - 
Creating a template
https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#creating-templates
Road Map
FromFlickrby(Luciano)
1.  Background
2.  New website overview
3.  Setting up the tool
4.  Adding resources and
cu...
Institutional hierarchy: adding granularity
– Colleges
– Departments
– Lab groups
Other Tasks: Adding Hierarchy
Allows you...
Other Tasks: Adding Admins
https://github.com/CDLUC3/dmptool/wiki/Institution-Profile-Customization#add-or-edit-user-roles
...
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-Pro...
Road Map
FromFlickrby(Luciano)
1.  Background
2.  New website overview
3.  Setting up the tool
4.  Adding resources
5.  Cu...
•  Switch info on blog
blog.dmptool.org/switch
•  Dates & URLs
DMPTool2 is live for everyone on Thursday May 29th
DMPTool1...
blog.dmptool.org
Website
Twitter
Blog
Email
dmptool.org
@TheDMPTool
blog.dmptool.org
uc3@ucop.edu
Road Map
FromFlickrby(Luciano)
1.  Background
2.  New website overview
3.  Setting up the tool
4.  Adding resources and
cu...
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DMPTool2 Administrator Webinar #2

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Second webinar introducing DMPTool Version 2 functionality to administrators of the tool. May 21, 2014.

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DMPTool2 Administrator Webinar #2

  1. 1. 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
  2. 2. Trisha Cruse & Carly Strasser California Digital Library Administrator Webinar #2 21 May 2014 Current Status & Future Directions
  3. 3. Road Map FromFlickrby(Luciano) 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
  4. 4. Road Map FromFlickrby(Luciano) 1.  Background 2.  New website overview 3.  Setting up the tool 4.  Adding resources and customizing a template 5.  Creating your own template 6.  Other tasks 7.  Important take-homes 8.  Q&A
  5. 5. •  Partners started working in January 2011 •  Released in October 2011 •  Developed requirements, divided work •  Self-funded / In-kind
  6. 6. •  Version 1 •  Built for researchers •  No functionality for editors or admins •  URL redirect to CDL http://dmptool.org http://dmp.cdlib.org
  7. 7. •  Funded by –  Alfred P. Sloan Foundation –  Institute of Museum and Library Services •  Distributed project partners •  Improvements for researchers & institutional administrators •  Expanding outreach
  8. 8. Road Map FromFlickrby(Luciano) 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
  9. 9. New Stuff •  Data management guidance •  Community resources •  Public DMPs •  Partners page •  External help –  FAQ –  Administrator help Wiki –  Blog
  10. 10. Live Demo – New Website
  11. 11. Wiki with help for administrators
  12. 12. Wiki with help for administrators
  13. 13. Road Map FromFlickrby(Luciano) 1.  Background 2.  New website overview 3.  Setting up the tool 4.  Adding resources and customizing a template 5.  Creating your own template 6.  Other tasks 7.  Important take-homes 8.  Q&A
  14. 14. From Flickr by Artful Magpie Login and Shibboleth •  Nothing changes with new tool – log in as usual •  If you aren’t an administrator, contact uc3@ucop.edu What’s been moved for you •  Customizations •  Existing DMPs Basics
  15. 15. 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
  16. 16. Navigation bar Administrators only https://github.com/CDLUC3/dmptool/wiki/Navigating-the-DMPTool
  17. 17. Live Demo – Navigation bar, Customizing Institution Profile
  18. 18. Road Map FromFlickrby(Luciano) 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
  19. 19. 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
  20. 20. DMPTool Institution Template Question Resources: Levels https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#adding-resources-to-funder-templates
  21. 21. 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 https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#adding-resources-to-funder-templates
  22. 22. 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 resources: set by DMPTool team https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#adding-resources-to-funder-templates
  23. 23. 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 Resources: Who’s in charge https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#adding-resources-to-funder-templates
  24. 24. Live Demo – adding an Institutional resource
  25. 25. 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 Resources: Who’s in charge https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#adding-resources-to-funder-templates
  26. 26. 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 https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#adding-resources-to-funder-templates
  27. 27. Live Demo adding template- & question-level resources AKA customizing a template https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#adding-resources-to-funder-templates
  28. 28. Road Map FromFlickrby(Luciano) 1.  Background 2.  New website overview 3.  Setting up the tool 4.  Adding resources and customizing a template 5.  Creating your own template 6.  Other tasks 7.  Important take-homes 8.  Q&A
  29. 29. Goal: Create new template for researchers to use at your institution institution ! funder https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#creating-templates
  30. 30. 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.
  31. 31. Live demo - Creating a template https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators#creating-templates
  32. 32. Road Map FromFlickrby(Luciano) 1.  Background 2.  New website overview 3.  Setting up the tool 4.  Adding resources and customizing a template 5.  Creating your own template 6.  Other tasks 7.  Important take-homes 8.  Q&A
  33. 33. 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
  34. 34. 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
  35. 35. Granular templates Distribution of work Easier edits to resources Institutional hierarchy + Adding admins
  36. 36. Live Demo – Institutional hierarchy and adding other administrators https://github.com/CDLUC3/dmptool/wiki/Institution-Profile-Customization#add-or-edit-user-roles
  37. 37. Road Map FromFlickrby(Luciano) 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
  38. 38. •  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 DMPADMIN-L@listserv.ucop.edu Take-homes
  39. 39. blog.dmptool.org
  40. 40. Website Twitter Blog Email dmptool.org @TheDMPTool blog.dmptool.org uc3@ucop.edu
  41. 41. Road Map FromFlickrby(Luciano) 1.  Background 2.  New website overview 3.  Setting up the tool 4.  Adding resources and customizing a template 5.  Creating your own template 6.  Other tasks 7.  Important take-homes 8.  Q&A

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