The document discusses improvements and outreach plans for DMPTool2. Key points include: 1. DMPTool2 adds new roles and permissions for administrators, allows collaborative plan creation, and improves search functionality. 2. New roles include templates editor, resource editor, and reviewer to help institutions implement their own requirements. 3. An outreach plan includes webinars, blogs, and advisory boards to gather input from researchers and administrators on the tool. 4. DMPTool2 will launch in January 2014 for administrators and February 2014 for public use at a new URL, while the original tool remains available temporarily.

1. DMPTool2: Improvements and
Outreach
Sherry Lake University of Virginia
Sarah Shreeves University of Illinois
Marisa Strong California Digital Library
Perry Willett California Digital Library
November 4, 2013 DLF Forum 2013 Austin

2. DMPTool 1: a recap
• Developed in response to NSF requirements
• Partnership of CDL, UVA, UIUC, UCSD, UCLA,
Smithsonian, DataONE
• Released in Oct 2011
• 100+ participating institutions
• 6,000+ users from 800+ institutions have
created 5,000+ plans
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3. DMPTool 1
• Built for researchers
• No functionality for
editors or admins
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https://dmp.cdlib.org

4. So, DMPTool 2
• Funded by
– Alfred P. Sloan Foundation
– Institute for Museum and Library
Services
• Project partners
• Improvements for researchers and
institutional admins
• Expanding outreach
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5. Granular modeling
of plan templates
Granular modeling
of institutions
Role-based user
authorization
DMP life cycle
management
Organizational
planning activities
Enhanced search
and browse
Institutional
branding
Search and
reporting for
business
intelligence
Advanced
administrative
interface
Collaborative plan
creation
Open API
Improvements in 2014
5
November 4, 2013 DLF Forum 2013 Austin

6. DMPs and Templates
• DMP: content of the data management plan
• DMP Template: empty scaffolding of a DMP:
– the questions to be answered
– guidance text
– suggested answers
– links to other resources.
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Luigi Chiesa, via Wikimedia Commons

7. November 4, 2013 DLF Forum 2013 Austin 7

8. 8

9. Improvements for plan creators
Users will be able to:
• Copy existing plans into new plans
• Work collaboratively with colleagues
• Request a review of their plans
• Share their plans within their
institutions
• Provide public access to their plans
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10. 10

11. 11

12. 12

13. 13

14. 14

15. 15

16. 16

17. 17

18. Improvements for Administrators
• Institutional hierarchies available
• Several new admin roles
• Enhanced search and browse of
plans
• Review of plans can be mandatory
or optional
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DLF Forum 2013 Austin

19. New roles for administrators
• DMP Template editor
• Resource editor
• Institutional reviewer
• Institutional administrator
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Library of Congress, via
Wikimedia Commons

20. DMP Templates editor
• Create, copy and/or edit
templates
• Institutions can implement
requirements for their own
researchers
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Some rights reserved by gusset, via Flickr

21. Resource editor
These are all institutional
resources:
• Help text
• Suggested or example
answers
• Links to resources
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Self, via Wikimedia Commons

22. 22

23. 23

24. November 4, 2013 DLF Forum 2013 Austin 24

25. Institutional reviewer
• Institutions can also allow
their researchers to request
informal reviews of their
plans
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Lesser Ury, Leser mit Lupe, via Wikimedia Commons

26. 26

27. 27

28. Institutional administrator
• Enhanced search and browse of
plans from their institution
• Can add people to other roles:
– Resource editor
– DMP Templates editor
– Institutional reviewer
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from Wikimedia Commons

29. 29

30. New functionality: other
• APIs
• Institutional hierarchies
• Search and browse of
public plans
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Some rights restricted, by cogdogblog, via Flickr

31. Outreach & Communication
• Bitbucket wiki
https://bitbucket.org/dmptool/main/
• Webinar Series
http://blog.dmptool.org/webinar-series/
• DMPTool Blog
http://blog.dmptool.org/
• Advisory Boards
– Researcher
– Administrative
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DLF Forum 2013 Austin
U.S.. National Archives and Records Administration, via Wikimedia Commons

32. Research Advisory Board
• Review and advise on:
– application functionality
– DMPTool content
– community engagement
– overall value from the
perspective of researchers.
• Represent plan creators
U.S. National Archives and Records Administration, via
Wikimedia Commons
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DLF Forum 2013 Austin

33. Administrative Advisory Board
• Review and advise on:
– overall value of the tool
from the perspective of
administrative users
– application functionality
– DMPTool content
– community engagement
• Represent institutional administrators and
users
Painting of the Royal Institution of Great Britain , via Wikimedia Commons
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DLF Forum 2013 Austin

34. Release
• Release to admins: Jan 2014
• Release to public: Feb 2014
• New URL: http://dmptool.org
• All current customizations and
plans will be migrated
• DMPTool “Classic” will continue
to be available for brief period
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Jorge Barrios, via Wikimedia Commons

35. Discussion (1 of 3)
• What features (new or old) do you best like
about the tool?
• Is there anything you want to see or removed
from the tool?
• What is the most important feature/advice for
the DMPTool2 project you would want to be
considered?
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36. Discussion (2 of 3)
• How would you upload an image for your
institution?
• Is there anything else you want want to
customize for your institution?
• How else would you promote the DMPTool?
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37. Discussion (3 of 3)
• Is it clear how each new role is managed &
used in DMPTool2?
• How many would implement Institutional
DMP requirements?
• What roles or functions are absent from
DMPTool2?
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38. More information
Email
Website
Twitter
Facebook
Blog
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uc3@ucop.edu
dmptool.org
@TheDMPTool
facebook.com/DMPTool
blog.dmptool.org