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Logistics for Webinar
You Must Call In ForAudio:
866-740-1260 access code 9870179#
Participants muted
Ask questions in chat any time
20 minutes for Q&A
Recording & slides, schedule of webinars:
blog.dmptool.org/webinar-series
DMPToolWebinar Series 3: Customizing the DMPTool for your
Institution | Sponsored by IMLS
18 June 2013
Customizing the
DMPTool ForYour
Institution
FromWikimediaCommons–Username:Trekphiler
Dan Phipps | @ItsDanPhipps
University of CaliforniaCuration Center, California Digital Library
DMPToolWebinar Series 3: Customizing the DMPTool for your
Institution | Sponsored by IMLS
18 June 2013
28 May Introduction to the DMPTool
4 June Learning about data management: Resources, tools, materials
18 June Customizing the DMPTool for your institution
25 June Environmental Scan:Who's important at your campus
9 July Promoting institutional services; EZID Outreach Made Simple!
16 July Health Sciences & DMPTool - Lisa Federer, UCLA
23 July Digital humanities and the DMPTool - Miriam Posner, UCLA
13 Aug Data curation profiles and the DMPTool – Jake Carlson, Purdue
How to give the data management sales pitch to various audiences
Other tools and resources that work with/complement the DMPTool
Beyond funder requirements: more extensive DMPs
Case studies 1 – How librarians have successfully used the tool
Case studies 2 – How librarians have successfully used the tool
Outreach Kit Introduction
Certification program introduction
blog.dmptool.org/webinar-series
Road Map
Goals of thisWebinar
Customization Overview
Why is Customization
Important?
How to Customize
Customization Resources
Customization & DMPTool 2
Source:Flickr|Moyan_Brenn
Webinar Goals
• Highlight the value of
customization
• Show how
customization is done
• Answer questions,
clarify the unclear
• Resources: provide
example customization
docs
From Flickr by Brian Allen
Where can I find these Resources?
https://bitbucket.org/dmptool/main/wiki/Documentation
FromFlickrbydileepeduri
Road Map
Goals of thisWebinar
Customization Overview
Why is Customization
Important?
How to Customize
Customization Resources
Customization & DMPTool 2
Source:Flickr|Moyan_Brenn
In an ideal world…
Librarian Researcher
Prometheus Forms Man and Animates Him with Fire from Heaven Source: collections.lacma.org
Reality
Librarian
Grant
Office
Funders
Researcher Google
Source: http://commons.wikimedia.org/wiki/File:Argument_about_icons_(Skylitzis_Chronicle).jpg
For Everyone!
Institution Specific
Customize HelpText
Disclaimer!
Customization:Aesthetic
• There are lots of
resources out there
• Institution resources,
library, logo are familiar
signs
• We want to instill
confidence
commons.wikimedia.org/wiki/File:Welcome_mat_2.jpg
Outreach
Materials
Customization: Information
SupportGroups
Best Practices Guides
Local Experts
Road Map
Goals of thisWebinar
Customization Overview
Why is Customization
Important?
How to Customize
Customization Resources
Customization & DMPTool 2
Source:Flickr|Moyan_Brenn
UnderstandYour Audiences
• Students
• Researchers
• Grant Officers
Source:WikimediaCommons
http://commons.wikimedia.org/wiki/File:Researchers_review_
documents.jpg
http://commons.wikimedia.org/wiki/File:Student_
Orientation.jpg
Funder Provided Info: Is it enough?
• Same info everyone else
gets
• Novices need more help
& expertise
• Grant writers that take
DMP seriously have
greater chance of success
• Proposal panels getting
more guidance on how to
judge DMPs
commons.wikimedia.org/wiki/File:Frown_(8187991157).jpg
Take Home Messages for Researchers
• Researchers may not
know how their library
can help
• Next grant cycle, get
them thinking about
this stuff earlier
• Researchers:You are
not alone!
commons.wikimedia.org/wiki/File:%22Don%27t_Let_That_Big_Idea_Get_Away%5E_
Write_it_Down_on_a_Suggestion_Blank.%22_-_NARA_-_514156.jpg
Road Map
Goals of thisWebinar
Customization Overview
Why is Customization
Important?
How to Customize
Customization Resources
Customization & DMPTool 2
Source:Flickr|Moyan_Brenn
Customization Overview
1. Shibboleth
authentication
2. Fill out documentation
3. Send them our way
commons.wikimedia.org/wiki/File:FGF_museum_12._Custom_Aztec_body.jpg
What’s a............
• Open Source Login
Software
• Unified login across
organization
• Useful for universities –
one login for multiple
services
http://commons.wikimedia.org/wiki/File:Disc_tumbler_with_key.png
Shibboleth & DMPTool
• Use the same login as
other institution
resources
• Without: create their
own login
http://commons.wikimedia.org/wiki/File:Fingerprint_and_retinal_scan.jpg
Is Shibboleth Required?
NOPE!
http://commons.wikimedia.org/wiki/File:Fireworks_5041.jpg
Part 2: Paperwork
1. Download word docs
2. Fill out Info about your
Institution
3. Provide help resources
for each funder (NSF,
NIH, etc)
4. Submit to Perry at
uc3@ucop.edu
commons.wikimedia.org/wiki/File:Chuck_Neubauer_in_the_old_Chicago_Sun-Times_newsroom_in_1998.jpg
Customization!
bitbucket.org/dmptool/main/
1
2
Institution Settings
Fewer
Links:
Greater
Impact!
Where do
you want
help
requests
to go?
Funder Documentation
• When users navigate
the DMPTool site, first
choice is grant funder
• We let you customize
individual funders
• So how does it work?
Changes made here…
Sections
Link to Resource
for Question…
…and the
text for that
link
Suggested
Answer HelpText
…Show up here!
Sections
Suggested
Answer
Institution &
Section Specific
Resource Links
Submit
• Attach documents to
an email, and send it to:
• uc3@ucop.edu
commons.wikimedia.org/wiki/File:Attaching_a_message_to_a_Signal_Corps_carrier_pigeon,_circa_1917-18.,_1917_-_ca._1920_-_NARA_-_512434.tif
Documentation - Suggestions
• Talk to your grant office
– Which funders are most
common?
• Talk to other librarians
– If you already have a
DMPTemplate, you’ve
done most of the work
• Talk to researchers
– How are they writing
them now?
http://commons.wikimedia.org/wiki/File:Garry_Moore_Johnny_Carson_Ive_Got_a_Secret_1959.JPG
Road Map
Goals of thisWebinar
Customization Overview
Why is Customization
Important?
How to Customize
Customization Resources
Customization & DMPTool 2
Source:Flickr|Moyan_Brenn
Thanks!
ExampleTemplates
!!!
bitbucket.org/dmptool/main/wiki/Examples
Road Map
Goals of thisWebinar
Customization Overview
Why is Customization
Important?
How to Customize
Customization Resources
Customization & DMPTool 2
Source:Flickr|Moyan_Brenn
Coming Soon: DMPTool 2
• The future: More
administrator control,
fewer gatekeepers,
more user data for
institutions
• DISCLAIMER: Early UI
wireframes ahead!
commons.wikimedia.org/wiki/File:TARDIS2.jpg
DMPTool 2: Add NewTemplate
DMPTool 2: Add New Resource
DMPTool 2: Administrator
Permissions
blog.dmptool.org/
webinar-series
From Flickr by Jeff Keacher
Next week:
Environmental Scan:
Who's important at your
campus
Presenter: Sherry Lake,
University ofVirgina
Tuesday 25 June @ 10am PT
blog.dmptool.org/webinar-series/
28 May Introduction to the DMPTool
4 June Learning about data management: Resources, tools, materials
18 June Customizing the DMPTool for your institution
25 June Environmental Scan:Who's important at your campus
9 July Promoting institutional services; EZID Outreach Made Simple!
16 July Health Sciences & DMPTool - Lisa Federer, UCLA
23 July Digital humanities and the DMPTool - Miriam Posner, UCLA
13 Aug Data curation profiles and the DMPTool – Jake Carlson, Purdue
How to give the data management sales pitch to various audiences
Other tools and resources that work with/complement the DMPTool
Beyond funder requirements: more extensive DMPs
Case studies 1 – How librarians have successfully used the tool
Case studies 2 – How librarians have successfully used the tool
Outreach Kit Introduction
Certification program introduction
blogs.dmptool.org/webinar-series
Email
Twitter
Blog
Facebook
uc3@ucop.edu
daniel.phipps@ucop.edu
@TheDMPTool
blog.dmptool.org
Facebook.com/DMPTool
Questions?
Bibliography
• DMPTool: https://dmp.cdlib.org/
• DMPTool BitbucketWiki: https://bitbucket.org/dmptool/main/wiki/Home
– Outreach Materials:
• http://bitbucket.org/dmptool/main/wiki/Materials
– Templates for Customization:
• http://bitbucket.org/dmptool/main/wiki/Documentation
– ExampleCustomization Documents:
• https://bitbucket.org/dmptool/main/wiki/Examples
• About Shibboleth: http://shibboleth.net/about/index.html
• Grant Reviewer’sWorksheet for Data Management Plans
– http://dmp.data.jhu.edu/assistance/grant-reviewers-worksheet-for-
data-management-plans/

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DMPTool Webinar 3: Customizing the DMPTool

  • 1. Logistics for Webinar You Must Call In ForAudio: 866-740-1260 access code 9870179# Participants muted Ask questions in chat any time 20 minutes for Q&A Recording & slides, schedule of webinars: blog.dmptool.org/webinar-series DMPToolWebinar Series 3: Customizing the DMPTool for your Institution | Sponsored by IMLS 18 June 2013
  • 2. Customizing the DMPTool ForYour Institution FromWikimediaCommons–Username:Trekphiler Dan Phipps | @ItsDanPhipps University of CaliforniaCuration Center, California Digital Library DMPToolWebinar Series 3: Customizing the DMPTool for your Institution | Sponsored by IMLS 18 June 2013
  • 3. 28 May Introduction to the DMPTool 4 June Learning about data management: Resources, tools, materials 18 June Customizing the DMPTool for your institution 25 June Environmental Scan:Who's important at your campus 9 July Promoting institutional services; EZID Outreach Made Simple! 16 July Health Sciences & DMPTool - Lisa Federer, UCLA 23 July Digital humanities and the DMPTool - Miriam Posner, UCLA 13 Aug Data curation profiles and the DMPTool – Jake Carlson, Purdue How to give the data management sales pitch to various audiences Other tools and resources that work with/complement the DMPTool Beyond funder requirements: more extensive DMPs Case studies 1 – How librarians have successfully used the tool Case studies 2 – How librarians have successfully used the tool Outreach Kit Introduction Certification program introduction blog.dmptool.org/webinar-series
  • 4. Road Map Goals of thisWebinar Customization Overview Why is Customization Important? How to Customize Customization Resources Customization & DMPTool 2 Source:Flickr|Moyan_Brenn
  • 5. Webinar Goals • Highlight the value of customization • Show how customization is done • Answer questions, clarify the unclear • Resources: provide example customization docs From Flickr by Brian Allen
  • 6. Where can I find these Resources? https://bitbucket.org/dmptool/main/wiki/Documentation FromFlickrbydileepeduri
  • 7. Road Map Goals of thisWebinar Customization Overview Why is Customization Important? How to Customize Customization Resources Customization & DMPTool 2 Source:Flickr|Moyan_Brenn
  • 8. In an ideal world… Librarian Researcher Prometheus Forms Man and Animates Him with Fire from Heaven Source: collections.lacma.org
  • 12. Customization:Aesthetic • There are lots of resources out there • Institution resources, library, logo are familiar signs • We want to instill confidence commons.wikimedia.org/wiki/File:Welcome_mat_2.jpg
  • 15. Road Map Goals of thisWebinar Customization Overview Why is Customization Important? How to Customize Customization Resources Customization & DMPTool 2 Source:Flickr|Moyan_Brenn
  • 16. UnderstandYour Audiences • Students • Researchers • Grant Officers Source:WikimediaCommons http://commons.wikimedia.org/wiki/File:Researchers_review_ documents.jpg http://commons.wikimedia.org/wiki/File:Student_ Orientation.jpg
  • 17. Funder Provided Info: Is it enough? • Same info everyone else gets • Novices need more help & expertise • Grant writers that take DMP seriously have greater chance of success • Proposal panels getting more guidance on how to judge DMPs commons.wikimedia.org/wiki/File:Frown_(8187991157).jpg
  • 18. Take Home Messages for Researchers • Researchers may not know how their library can help • Next grant cycle, get them thinking about this stuff earlier • Researchers:You are not alone! commons.wikimedia.org/wiki/File:%22Don%27t_Let_That_Big_Idea_Get_Away%5E_ Write_it_Down_on_a_Suggestion_Blank.%22_-_NARA_-_514156.jpg
  • 19. Road Map Goals of thisWebinar Customization Overview Why is Customization Important? How to Customize Customization Resources Customization & DMPTool 2 Source:Flickr|Moyan_Brenn
  • 20. Customization Overview 1. Shibboleth authentication 2. Fill out documentation 3. Send them our way commons.wikimedia.org/wiki/File:FGF_museum_12._Custom_Aztec_body.jpg
  • 21. What’s a............ • Open Source Login Software • Unified login across organization • Useful for universities – one login for multiple services http://commons.wikimedia.org/wiki/File:Disc_tumbler_with_key.png
  • 22. Shibboleth & DMPTool • Use the same login as other institution resources • Without: create their own login http://commons.wikimedia.org/wiki/File:Fingerprint_and_retinal_scan.jpg
  • 24. Part 2: Paperwork 1. Download word docs 2. Fill out Info about your Institution 3. Provide help resources for each funder (NSF, NIH, etc) 4. Submit to Perry at uc3@ucop.edu commons.wikimedia.org/wiki/File:Chuck_Neubauer_in_the_old_Chicago_Sun-Times_newsroom_in_1998.jpg
  • 26. 1 2
  • 28. Funder Documentation • When users navigate the DMPTool site, first choice is grant funder • We let you customize individual funders • So how does it work?
  • 29. Changes made here… Sections Link to Resource for Question… …and the text for that link Suggested Answer HelpText
  • 30. …Show up here! Sections Suggested Answer Institution & Section Specific Resource Links
  • 31. Submit • Attach documents to an email, and send it to: • uc3@ucop.edu commons.wikimedia.org/wiki/File:Attaching_a_message_to_a_Signal_Corps_carrier_pigeon,_circa_1917-18.,_1917_-_ca._1920_-_NARA_-_512434.tif
  • 32. Documentation - Suggestions • Talk to your grant office – Which funders are most common? • Talk to other librarians – If you already have a DMPTemplate, you’ve done most of the work • Talk to researchers – How are they writing them now? http://commons.wikimedia.org/wiki/File:Garry_Moore_Johnny_Carson_Ive_Got_a_Secret_1959.JPG
  • 33. Road Map Goals of thisWebinar Customization Overview Why is Customization Important? How to Customize Customization Resources Customization & DMPTool 2 Source:Flickr|Moyan_Brenn
  • 36. Road Map Goals of thisWebinar Customization Overview Why is Customization Important? How to Customize Customization Resources Customization & DMPTool 2 Source:Flickr|Moyan_Brenn
  • 37. Coming Soon: DMPTool 2 • The future: More administrator control, fewer gatekeepers, more user data for institutions • DISCLAIMER: Early UI wireframes ahead! commons.wikimedia.org/wiki/File:TARDIS2.jpg
  • 38. DMPTool 2: Add NewTemplate
  • 39. DMPTool 2: Add New Resource
  • 41. blog.dmptool.org/ webinar-series From Flickr by Jeff Keacher Next week: Environmental Scan: Who's important at your campus Presenter: Sherry Lake, University ofVirgina Tuesday 25 June @ 10am PT
  • 43. 28 May Introduction to the DMPTool 4 June Learning about data management: Resources, tools, materials 18 June Customizing the DMPTool for your institution 25 June Environmental Scan:Who's important at your campus 9 July Promoting institutional services; EZID Outreach Made Simple! 16 July Health Sciences & DMPTool - Lisa Federer, UCLA 23 July Digital humanities and the DMPTool - Miriam Posner, UCLA 13 Aug Data curation profiles and the DMPTool – Jake Carlson, Purdue How to give the data management sales pitch to various audiences Other tools and resources that work with/complement the DMPTool Beyond funder requirements: more extensive DMPs Case studies 1 – How librarians have successfully used the tool Case studies 2 – How librarians have successfully used the tool Outreach Kit Introduction Certification program introduction blogs.dmptool.org/webinar-series
  • 45. Bibliography • DMPTool: https://dmp.cdlib.org/ • DMPTool BitbucketWiki: https://bitbucket.org/dmptool/main/wiki/Home – Outreach Materials: • http://bitbucket.org/dmptool/main/wiki/Materials – Templates for Customization: • http://bitbucket.org/dmptool/main/wiki/Documentation – ExampleCustomization Documents: • https://bitbucket.org/dmptool/main/wiki/Examples • About Shibboleth: http://shibboleth.net/about/index.html • Grant Reviewer’sWorksheet for Data Management Plans – http://dmp.data.jhu.edu/assistance/grant-reviewers-worksheet-for- data-management-plans/

Notas do Editor

  1. Change Title, webinar #, and date in green text at top
  2. http://www.flickr.com/photos/jasonlparks/4253344038/
  3. http://commons.wikimedia.org/wiki/File:Argument_about_icons_(Skylitzis_Chronicle).jpg
  4. Introduction/Beginning stuffCustomizing the DMPTool lets you guide users to the people at your university who understand this best
  5. http://commons.wikimedia.org/wiki/File:Atencion2.gifWE KNOW - data management shouldn't be done "quick and dirty". It takes time. The DMPTool is a way to bring in researchers from your institution; you can then work with them during the planning and after the grant to implement good practices.
  6. http://commons.wikimedia.org/wiki/File:Welcome_mat_2.jpg
  7. http://commons.wikimedia.org/wiki/File:Researchers_review_documents.jpghttp://commons.wikimedia.org/wiki/File:Student_Orientation.jpg
  8. http://commons.wikimedia.org/wiki/File:Frown_(8187991157).jpg
  9. http://commons.wikimedia.org/wiki/File:%22Don%27t_Let_That_Big_Idea_Get_Away%5E_Write_it_Down_on_a_Suggestion_Blank.%22_-_NARA_-_514156.jpg
  10. http://commons.wikimedia.org/wiki/File:Fireworks_5041.jpg
  11. http://www.flickr.com/photos/13261823@N05/6622322535/
  12. Bold, highlight, or change color of the webinar you are presentingput this at the beginning of your presentation