1. What Administrators Need to
Know
Sherry Lake
Sarah L. Shreeves
May 14, 2014

2. 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

3. Outline of Webinar
• Introduction
• New concepts
• Getting started
• Customizing DMP
templates
• Creating a new plan
• Resources
• Questions!

4. DMPTool Project
• Partners started working in January 2011
• Released in October 2011
• Developed requirements, divided work
• Self-funded / In-kind

5. • Version 1
• Built for researchers
• No functionality for
editors or admins
• URL redirect to CDL
http://dmptool.org
http://dmp.cdlib.org

6. 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.

7. 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

8. (New) Concepts in the DMPTool

9. 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.

10. 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.

11. 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)

12. Expanded roles & co-ownership
Creator roles
– Owner
– Co-owner
Administrative roles
– Institutional administrator
– Institutional reviewer
– Resources editor
– Template editor

13. States of a Plan
• New
• Completed
• Submitted
• Reviewed
• Approved
• Rejected
• Revised
Used during the
reviewing phase
All plans

14. Visibility of
Plans
• Public
• Institutional
• Private

15. Getting Started

25. All logged on users

26. Institutional Reviewer

27. Template Editor

28. Resource Editor
Can only Customize
Templates

29. Institutional Administrator

30. Customizing DMP Templates

31. Create New DMP

32. Institutional-Level
Resource
Question-Level
Resource
DMPTool-Level
Resource

33. DMPTool-Level
Resources
Question-Level
Resource
Templete-Level
Resource

34. Question-Level
Resource

35. Question-Level
Resource

36. 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

45. OR

46. ⏎

49. Adding resources: Guidance, Links, Suggest
Response, or Example Response
Step through the
requirements

50. DMP Resources: DMPTool-Level
Institution-Level
Add Question-Level Guidance
Guidance Resource

51. DMP Resources: DMPTool-Level
Template-Level
Question-Level Links
Actionable Links

53. DMP Resources: DMPTool-Level
Template-Level
Question-Level Guidance

55. Click another
requirement

61. Notification Preferences

62. Plan Creation

64. Copy an existing DMP

65. Add a co-owner

68. Sharing Options

69. Resources

70. 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/

71. Documentation
https://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators

72. Glossary
https://github.com/CDLUC3/dmptool/wiki/glossary

73. Frequently Asked Questions
http://dmptool.askbot.com/questions/

74. 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

75. 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

76. Questions?
This presentation is made available under a Creative Commons Attribution 4.0 International (CC BY 4.0) license.