DMPTool 2 - What Administrators Need to Know
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DMPTool 2 - What Administrators Need to Know

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DMPTool 2 - What Administrators Need to Know DMPTool 2 - What Administrators Need to Know Presentation Transcript

  • What Administrators Need to Know Sherry Lake Sarah L. Shreeves May 14, 2014
  • 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
  • Outline of Webinar • Introduction • New concepts • Getting started • Customizing DMP templates • Creating a new plan • Resources • Questions!
  • DMPTool Project • 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
  • 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.
  • 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
  • (New) Concepts in the DMPTool
  • 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.
  • Resource Help 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.
  • 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)
  • Expanded roles & co-ownership Creator roles – Owner – Co-owner Administrative roles – Institutional administrator – Institutional reviewer – Resources editor – Template editor
  • States of a Plan • New • Completed • Submitted • Reviewed • Approved • Rejected • Revised Used during the reviewing phase All plans
  • Visibility of Plans • Public • Institutional • Private
  • Getting Started
  • All logged on users
  • Institutional Reviewer
  • Template Editor
  • Resource Editor Can only Customize Templates
  • Institutional Administrator
  • Customizing DMP Templates
  • Create New DMP
  • Institutional-Level Resource Question-Level Resource DMPTool-Level Resource
  • DMPTool-Level Resources Question-Level Resource Templete-Level Resource
  • Question-Level Resource
  • Question-Level Resource
  • Resource Type Customize On... Displays On... Institutional-level Resources Links or Guidance Institutional Profile - Institutional Resources tab EVERY 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
  • OR
  • Adding resources: Guidance, Links, Suggest Response, or Example Response Step through the requirements
  • DMP Resources: DMPTool-Level Institution-Level Add Question-Level Guidance Guidance Resource
  • DMP Resources: DMPTool-Level Template-Level Question-Level Links Actionable Links
  • DMP Resources: DMPTool-Level Template-Level Question-Level Guidance
  • Click another requirement
  • Notification Preferences
  • Plan Creation
  • Copy an existing DMP
  • Add a co-owner
  • Sharing Options
  • Resources
  • 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/
  • Documentation https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators
  • Glossary https://github.com/CDLUC3/dmptool/wiki/glossary
  • Frequently Asked Questions http://dmptool.askbot.com/questions/
  • Promotion of the DMPTool http://dmptool.org/promote • DMPTool Logo • Postcards • Posters • Talking Points • General Purpose Slides • Embeddable Advertisements for your Website • Video: http://vimeo.com/82408192
  • Keep up to date with news Administrator Listserv – contact uc3@ucop.edu to be added Blog: http://blog.dmptool.org/ Twitter: http://twitter.com/TheDMPTool Facebook: http://www.facebook.com/DMPTool
  • Questions? This presentation is made available under a Creative Commons Attribution 4.0 International (CC BY 4.0) license.