The document summarizes a presentation about moving from DMPonline version 3 to version 4. It describes key changes and new features in version 4, including shortening the data management plan checklist, adding a wizard to guide plan creation, and improving the user interface. It also provides an overview of the presentation agenda and a live demo of DMPonline's front end and administrative functions.

1. Moving from DMPonline
version 3 to 4
Marta Ribeiro
marta.ribeiro@ed.ac.uk

2. Digital Curation Centre
(DCC)
The Digital Curation Centre (DCC) is a
world-leading centre of expertise in digital
information curation with a focus on building
capacity, capability and skills for research
data management across the UK's higher
education research community.
30th October 2014 University of Queensland - Brisbane

3. Programme
• Moving from DMPonline v3 to v4
• DMPonline v4 features
• Live demo of DMPonline front end and Admin
side
• Roadmap of future developments to DMPonline
• University of Queensland queries
30th October 2014 University of Queensland - Brisbane

4. Moving from DMPonline v3 to
v4
• Shorten the DMP Checklist
• How the Checklist is used in the tool
(this was a major architectural change)
• Introduce a wizard to help users create plans
• Present a summary of the questions before having
to write the DMP
• Revised registration workflow.
• Allow users to edit their details (e.g. ‘change
password’; ‘change email; ‘unlink institutional
credentials’)
30th October 2014 University of Queensland - Brisbane

5. Moving from DMPonline v3 to
v4 (cont.)
• Sharing plans by giving users different
permissions
• Add boilerplate text, suggested answers
and examples to questions.
• Export a plan different workflow (verifies
funders / institutions requirements)
• Interface made ‘simpler’ and ‘cleaner’
• Usability improvements
30th October 2014 University of Queensland - Brisbane

6. New Checklist for a DMP
• Administrative Data
• Data Collection
• Documentation and Metadata
• Ethics and Legal Compliance
• Storage and Backup
• Selection and Preservation
• Data Sharing
• Responsibilities and Resources
13 questions
over 8
sections
www.dcc.ac.uk/sites/default/files/documents/resource/DMP_Checklist_2013.pdf
30th October 2014 University of Queensland - Brisbane

7. DMPonline v4 features
30th October 2014 University of Queensland - Brisbane

8. Guidance can be set at multiple
levels
Options to have guidance at
organisation and ‘unit’ level
e.g. by discipline, group,
department, institute…
30th October 2014 University of Queensland - Brisbane

9. Guidance in DMPonline
Guidance
for each
question
Specific
guidance for
the question
Themed
guidance by
organisation
Themed
guidance
from other
sources
30th October 2014 University of Queensland - Brisbane

10. Themes
• Existing Data
• Data Description
• Data Format
• Data Type
• Data Volumes
• Data Capture Methods
• Documentation
• Metadata
• Data Quality
• Ethical Issues
• IPR Ownership and Licensing
• Data Security
• Storage and Backup
• Expected Reuse
• Discovery by Users
• Method for Data Sharing
• Timeframe for Data Sharing
• Restrictions on Sharing
• Managed Access Procedures
• Data Selection
• Period of Preservation
• Preservation Plan
• Data Repository
• Responsibilities
• Resourcing
30th October 2014 University of Queensland - Brisbane

11. Dropdown options and
default styles
30th October 2014 University of Queensland - Brisbane

12. Templates can have multiple
phases
Phases
This encourages researchers to actively update the
Data Management Plan throughout the project
30th October 2014 University of Queensland - Brisbane

13. Institutions can add
questions to Funder’s
templates
Things Institutions might want to know that funders
don’t ask e.g.
– What volume of data will be created? Does it exceed X GB?
– Are there any training requirements?
– Would you like help with your DMP & details of support services?
30th October 2014 University of Queensland - Brisbane

14. Provide examples and
suggested answers
30th October 2014 University of Queensland - Brisbane

15. Institutions can add their
own DMP template
30th October 2014 University of Queensland - Brisbane

16. Institutions can have more
than one template
Institutions may want to provide different templates
for different audiences
e.g. PhD students and research staff
30th October 2014 University of Queensland - Brisbane

17. Institutional guidance
Guidance can be added by theme (to apply across the board) or can be
written for specific questions
Themed guidance Specific guidance
Guidance that
pertains to MRC
question 7 only
Guidance that is presented
whenever researchers are
asked about storage and
backup
30th October 2014 University of Queensland - Brisbane

18. DMPonline Live Demo
30th October 2014 University of Queensland - Brisbane

19. Roadmap of future
developments to DMPonline
• API – for plan creation
• Internationalisation of all site text – change language
based on IP, user organisation, or from a dropdown
• Taylor content displayed by IP, or user organisation, or
from a dropdown (e.g. alter list of funders)
• Snapshots of plans phases
• Set a plan status (e.g. ‘Draft’; ‘Ready for submission’;
‘Approved’; ‘Published’)
• More types of permissions when sharing a plan (e.g.
‘Reviewer’ )
30th October 2014 University of Queensland - Brisbane

20. Roadmap of future
developments to DMPonline
(cont.)
• Comment feature for each question
• Answer history
• Build in flags/triggers so institutions can
set alerts based on user’s answer
• Export a plan attached to a submission
email
• Public URL
• SWORD deposit
30th October 2014 University of Queensland - Brisbane

21. Institutional Branding
• High-level organisational summary
– Email address for RDM helpdesk
– Links to guidance webpages
– Details of institutional policy
• Custom URL (e.g. dmponline.ed.ac.uk)
• Stylesheet with the organisation’s colours /
look & feel
• Adding logos
30th October 2014 University of Queensland - Brisbane

22. University of Queensland
Queries
• Allow non-UQ users login to see "shared"
plans
• Migrate records/plans created in current
DMP Online (version 3) into the new
version 4
• Statistical information – usages, what
plans created by whom
30th October 2014 University of Queensland - Brisbane

23. IT Queries
• Ruby version 2.0.0p247
• Rails version 3.2.13
• Gems installed might be different on a
production machine to a development one
(“Bundler dependency management
system" is not used)
30th October 2014 University of Queensland - Brisbane

24. More information
Customising
DMPonline
Blog post
www.dcc.ac.uk/news/
customising-dmponline
http://www.screenr.com/PJHN
Get the code, amend it, run a local instance, flag issues, request
features... https://github.com/DigitalCurationCentre/DMPonline_v4
30th October 2014 University of Queensland - Brisbane

25. Q&A
Image credit: The original SimonB - www.flickr.30th October 2014 University of Queensland - Brisbane com/photos/26565770@N02/6394748009