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DMPTool2 Webinar #1 for Administrators

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Webinar introducing DMPTool Version 2 functionality to administrators. Presented by Sherry Lake and Sarah Shreeves 14 May 2014.

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DMPTool2 Webinar #1 for Administrators

  1. 1. Logistics for Webinar You must call in for audio: 866-740-1260 access code: 9870179# Participants will be muted Ask questions in chat anytime 30 minutes for Q & A at end Recording, slides, and schedule of webinars: http://blog.dmptool.org/webinar-series
  2. 2. What Administrators Need to Know Sherry Lake Sarah L. Shreeves May 14, 2014
  3. 3. 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
  4. 4. Outline of Webinar • Introduction • New concepts • Getting started • Customizing DMP templates • Creating a new plan • Resources • Questions!
  5. 5. DMPTool Project • 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 for Museum and Library Services • Same project partners • Improvements for researchers and institutional admins • Expanding outreach
  8. 8. 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.
  9. 9. 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
  10. 10. (New) Concepts in the DMPTool
  11. 11. 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.
  12. 12. 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.
  13. 13. 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)
  14. 14. Expanded roles & co-ownership Creator roles – Owner – Co-owner Administrative roles – Institutional administrator – Institutional reviewer – Resources editor – Template editor
  15. 15. States of a Plan • New • Completed • Submitted • Reviewed • Approved • Rejected • Revised Used during the reviewing phase All plans
  16. 16. Visibility of Plans • Public • Institutional • Private
  17. 17. Getting Started
  18. 18. All logged on users
  19. 19. Institutional Reviewer
  20. 20. Template Editor
  21. 21. Resource Editor Can only Customize Templates
  22. 22. Institutional Administrator
  23. 23. Customizing DMP Templates
  24. 24. Create New DMP
  25. 25. Institutional-Level Resource Question-Level Resource DMPTool-Level Resource
  26. 26. DMPTool-Level Resources Question-Level Resource Templete-Level Resource
  27. 27. Question-Level Resource
  28. 28. Question-Level Resource
  29. 29. 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
  30. 30. OR
  31. 31.
  32. 32. Adding resources: Guidance, Links, Suggest Response, or Example Response Step through the requirements
  33. 33. DMP Resources: DMPTool-Level Institution-Level Add Question-Level Guidance Guidance Resource
  34. 34. DMP Resources: DMPTool-Level Template-Level Question-Level Links Actionable Links
  35. 35. DMP Resources: DMPTool-Level Template-Level Question-Level Guidance
  36. 36. Click another requirement
  37. 37. Notification Preferences
  38. 38. Plan Creation
  39. 39. Copy an existing DMP
  40. 40. Add a co-owner
  41. 41. Sharing Options
  42. 42. Resources
  43. 43. 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/
  44. 44. Documentation https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators
  45. 45. Glossary https://github.com/CDLUC3/dmptool/wiki/glossary
  46. 46. Frequently Asked Questions http://dmptool.askbot.com/questions/
  47. 47. 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
  48. 48. 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
  49. 49. Questions? This presentation is made available under a Creative Commons Attribution 4.0 International (CC BY 4.0) license.

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