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DMPTool Webinar 3: Customizing the DMPTool

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This webinar is intended for librarians, staff, and information professionals interested in improving usability for the DMPTool in their institution. This webinar will also help institutions begin to formalize which individuals or resources will be available to help researchers using the tool. This webinar will be most useful for users that need to customize the tool for their institution.

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DMPTool Webinar 3: Customizing the DMPTool

  1. 1. Logistics for WebinarYou Must Call In ForAudio:866-740-1260 access code 9870179#Participants mutedAsk questions in chat any time20 minutes for Q&ARecording & slides, schedule of webinars:blog.dmptool.org/webinar-seriesDMPToolWebinar Series 3: Customizing the DMPTool for yourInstitution | Sponsored by IMLS18 June 2013
  2. 2. Customizing theDMPTool ForYourInstitutionFromWikimediaCommons–Username:TrekphilerDan Phipps | @ItsDanPhippsUniversity of CaliforniaCuration Center, California Digital LibraryDMPToolWebinar Series 3: Customizing the DMPTool for yourInstitution | Sponsored by IMLS18 June 2013
  3. 3. 28 May Introduction to the DMPTool4 June Learning about data management: Resources, tools, materials18 June Customizing the DMPTool for your institution25 June Environmental Scan:Whos important at your campus9 July Promoting institutional services; EZID Outreach Made Simple!16 July Health Sciences & DMPTool - Lisa Federer, UCLA23 July Digital humanities and the DMPTool - Miriam Posner, UCLA13 Aug Data curation profiles and the DMPTool – Jake Carlson, PurdueHow to give the data management sales pitch to various audiencesOther tools and resources that work with/complement the DMPToolBeyond funder requirements: more extensive DMPsCase studies 1 – How librarians have successfully used the toolCase studies 2 – How librarians have successfully used the toolOutreach Kit IntroductionCertification program introductionblog.dmptool.org/webinar-series
  4. 4. Road MapGoals of thisWebinarCustomization OverviewWhy is CustomizationImportant?How to CustomizeCustomization ResourcesCustomization & DMPTool 2Source:Flickr|Moyan_Brenn
  5. 5. Webinar Goals• Highlight the value ofcustomization• Show howcustomization is done• Answer questions,clarify the unclear• Resources: provideexample customizationdocsFrom Flickr by Brian Allen
  6. 6. Where can I find these Resources?https://bitbucket.org/dmptool/main/wiki/DocumentationFromFlickrbydileepeduri
  7. 7. Road MapGoals of thisWebinarCustomization OverviewWhy is CustomizationImportant?How to CustomizeCustomization ResourcesCustomization & DMPTool 2Source:Flickr|Moyan_Brenn
  8. 8. In an ideal world…Librarian ResearcherPrometheus Forms Man and Animates Him with Fire from Heaven Source: collections.lacma.org
  9. 9. RealityLibrarianGrantOfficeFundersResearcher GoogleSource: http://commons.wikimedia.org/wiki/File:Argument_about_icons_(Skylitzis_Chronicle).jpg
  10. 10. For Everyone!Institution SpecificCustomize HelpText
  11. 11. Disclaimer!
  12. 12. Customization:Aesthetic• There are lots ofresources out there• Institution resources,library, logo are familiarsigns• We want to instillconfidencecommons.wikimedia.org/wiki/File:Welcome_mat_2.jpg
  13. 13. OutreachMaterials
  14. 14. Customization: InformationSupportGroupsBest Practices GuidesLocal Experts
  15. 15. Road MapGoals of thisWebinarCustomization OverviewWhy is CustomizationImportant?How to CustomizeCustomization ResourcesCustomization & DMPTool 2Source:Flickr|Moyan_Brenn
  16. 16. UnderstandYour Audiences• Students• Researchers• Grant OfficersSource:WikimediaCommonshttp://commons.wikimedia.org/wiki/File:Researchers_review_documents.jpghttp://commons.wikimedia.org/wiki/File:Student_Orientation.jpg
  17. 17. Funder Provided Info: Is it enough?• Same info everyone elsegets• Novices need more help& expertise• Grant writers that takeDMP seriously havegreater chance of success• Proposal panels gettingmore guidance on how tojudge DMPscommons.wikimedia.org/wiki/File:Frown_(8187991157).jpg
  18. 18. Take Home Messages for Researchers• Researchers may notknow how their librarycan help• Next grant cycle, getthem thinking aboutthis stuff earlier• Researchers:You arenot alone!commons.wikimedia.org/wiki/File:%22Don%27t_Let_That_Big_Idea_Get_Away%5E_Write_it_Down_on_a_Suggestion_Blank.%22_-_NARA_-_514156.jpg
  19. 19. Road MapGoals of thisWebinarCustomization OverviewWhy is CustomizationImportant?How to CustomizeCustomization ResourcesCustomization & DMPTool 2Source:Flickr|Moyan_Brenn
  20. 20. Customization Overview1. Shibbolethauthentication2. Fill out documentation3. Send them our waycommons.wikimedia.org/wiki/File:FGF_museum_12._Custom_Aztec_body.jpg
  21. 21. What’s a............• Open Source LoginSoftware• Unified login acrossorganization• Useful for universities –one login for multipleserviceshttp://commons.wikimedia.org/wiki/File:Disc_tumbler_with_key.png
  22. 22. Shibboleth & DMPTool• Use the same login asother institutionresources• Without: create theirown loginhttp://commons.wikimedia.org/wiki/File:Fingerprint_and_retinal_scan.jpg
  23. 23. Is Shibboleth Required?NOPE!http://commons.wikimedia.org/wiki/File:Fireworks_5041.jpg
  24. 24. Part 2: Paperwork1. Download word docs2. Fill out Info about yourInstitution3. Provide help resourcesfor each funder (NSF,NIH, etc)4. Submit to Perry atuc3@ucop.educommons.wikimedia.org/wiki/File:Chuck_Neubauer_in_the_old_Chicago_Sun-Times_newsroom_in_1998.jpg
  25. 25. Customization!bitbucket.org/dmptool/main/
  26. 26. 12
  27. 27. Institution SettingsFewerLinks:GreaterImpact!Where doyou wanthelprequeststo go?
  28. 28. Funder Documentation• When users navigatethe DMPTool site, firstchoice is grant funder• We let you customizeindividual funders• So how does it work?
  29. 29. Changes made here…SectionsLink to Resourcefor Question……and thetext for thatlinkSuggestedAnswer HelpText
  30. 30. …Show up here!SectionsSuggestedAnswerInstitution &Section SpecificResource Links
  31. 31. Submit• Attach documents toan email, and send it to:• uc3@ucop.educommons.wikimedia.org/wiki/File:Attaching_a_message_to_a_Signal_Corps_carrier_pigeon,_circa_1917-18.,_1917_-_ca._1920_-_NARA_-_512434.tif
  32. 32. Documentation - Suggestions• Talk to your grant office– Which funders are mostcommon?• Talk to other librarians– If you already have aDMPTemplate, you’vedone most of the work• Talk to researchers– How are they writingthem now?http://commons.wikimedia.org/wiki/File:Garry_Moore_Johnny_Carson_Ive_Got_a_Secret_1959.JPG
  33. 33. Road MapGoals of thisWebinarCustomization OverviewWhy is CustomizationImportant?How to CustomizeCustomization ResourcesCustomization & DMPTool 2Source:Flickr|Moyan_Brenn
  34. 34. Thanks!
  35. 35. ExampleTemplates!!!bitbucket.org/dmptool/main/wiki/Examples
  36. 36. Road MapGoals of thisWebinarCustomization OverviewWhy is CustomizationImportant?How to CustomizeCustomization ResourcesCustomization & DMPTool 2Source:Flickr|Moyan_Brenn
  37. 37. Coming Soon: DMPTool 2• The future: Moreadministrator control,fewer gatekeepers,more user data forinstitutions• DISCLAIMER: Early UIwireframes ahead!commons.wikimedia.org/wiki/File:TARDIS2.jpg
  38. 38. DMPTool 2: Add NewTemplate
  39. 39. DMPTool 2: Add New Resource
  40. 40. DMPTool 2: AdministratorPermissions
  41. 41. blog.dmptool.org/webinar-seriesFrom Flickr by Jeff KeacherNext week:Environmental Scan:Whos important at yourcampusPresenter: Sherry Lake,University ofVirginaTuesday 25 June @ 10am PT
  42. 42. blog.dmptool.org/webinar-series/
  43. 43. 28 May Introduction to the DMPTool4 June Learning about data management: Resources, tools, materials18 June Customizing the DMPTool for your institution25 June Environmental Scan:Whos important at your campus9 July Promoting institutional services; EZID Outreach Made Simple!16 July Health Sciences & DMPTool - Lisa Federer, UCLA23 July Digital humanities and the DMPTool - Miriam Posner, UCLA13 Aug Data curation profiles and the DMPTool – Jake Carlson, PurdueHow to give the data management sales pitch to various audiencesOther tools and resources that work with/complement the DMPToolBeyond funder requirements: more extensive DMPsCase studies 1 – How librarians have successfully used the toolCase studies 2 – How librarians have successfully used the toolOutreach Kit IntroductionCertification program introductionblogs.dmptool.org/webinar-series
  44. 44. EmailTwitterBlogFacebookuc3@ucop.edudaniel.phipps@ucop.edu@TheDMPToolblog.dmptool.orgFacebook.com/DMPToolQuestions?
  45. 45. Bibliography• DMPTool: https://dmp.cdlib.org/• DMPTool BitbucketWiki: 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– ExampleCustomization Documents:• https://bitbucket.org/dmptool/main/wiki/Examples• About Shibboleth: http://shibboleth.net/about/index.html• Grant Reviewer’sWorksheet for Data Management Plans– http://dmp.data.jhu.edu/assistance/grant-reviewers-worksheet-for-data-management-plans/

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