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What Administrators Need to Know

Sherry LakeSarah L. Shreeves

May 14, 2014

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

Outline of Webinar• Introduction

• New concepts

• Getting started

• Customizing DMP templates

• Creating a new plan

• Resources

• Questions!

DMPTool Project

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

• Version 1• Built for researchers• No functionality for

editors or admins• URL redirect to CDL

http://dmptool.org

http://dmp.cdlib.org

• Funded by – Alfred P. Sloan Foundation– Institute for Museum and Library

Services• Same project partners• Improvements for researchers and

institutional admins• Expanding outreach

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.

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

(New) Concepts in the DMPTool

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.

ResourceHelp 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.

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)

Expanded roles & co-ownership

Creator roles– Owner

– Co-owner

Administrative roles– Institutional administrator

– Institutional reviewer

– Resources editor

– Template editor

States of a Plan

• New • Completed• Submitted• Reviewed• Approved• Rejected• Revised

Used during the reviewing phase

All plans

Visibility of Plans

• Public

• Institutional

• Private

Getting Started

All logged on users

Institutional Reviewer

Template Editor

Resource Editor Can only Customize

Templates

Institutional Administrator

Customizing DMP Templates

Create New DMP

Institutional-Level Resource

Question-Level Resource

DMPTool-Level Resource

DMPTool-Level Resources

Question-Level Resource

Templete-Level Resource

Question-Level Resource

Question-Level Resource

Resource Type Customize On... Displays On...

Institutional-level Resources Links or Guidance Institutional Profile -

Institutional Resources tabEVERY 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

OR

⏎

Adding resources: Guidance, Links, Suggest Response, or Example Response

Step through the requirements

DMP Resources: DMPTool-Level

Institution-Level

Add Question-Level Guidance

Guidance Resource

DMP Resources: DMPTool-Level

Template-Level

Question-Level Links

Actionable Links

DMP Resources: DMPTool-Level

Template-Level

Question-Level Guidance

Click another requirement

Notification Preferences

Plan Creation

Copy an existing DMP

Add a co-owner

Sharing Options

Resources

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/

Documentationhttps://github.com/CDLUC3/dmptool/wiki/Help-for-Administrators

Glossaryhttps://github.com/CDLUC3/dmptool/wiki/glossary

Frequently Asked Questionshttp://dmptool.askbot.com/questions/

Promotion of the DMPToolhttp://dmptool.org/promote

• DMPTool Logo• Postcards• Posters• Talking Points• General Purpose Slides• Embeddable Advertisements for your Website• Video: http://vimeo.com/82408192

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

Questions?

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