moving from dmponline version 3 to 4 - queensland university

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

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Moving from DMPonline version 3 to 4

Marta [email protected]

University of Queensland - Brisbane

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

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

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

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 improvements30th October 2014

University of Queensland - Brisbane

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

www.dcc.ac.uk/sites/default/files/documents/resource/DMP_Checklist_2013.pdf

13 questions over 8 sections

30th October 2014

University of Queensland - Brisbane

DMPonline v4 features

30th October 2014

University of Queensland - Brisbane

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

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

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

Dropdown options and default styles

30th October 2014

University of Queensland - Brisbane

Templates can have multiple phases

This encourages researchers to actively update the

Data Management Plan throughout the project

Phases

30th October 2014

University of Queensland - Brisbane

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

Provide examples and suggested answers

30th October 2014

University of Queensland - Brisbane

Institutions can add their own DMP template

30th October 2014

University of Queensland - Brisbane

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

Institutional guidanceGuidance can be added by theme (to apply across the board) or can be

written for specific questions

Guidance that pertains to MRC question 7 only

Guidance that is presented whenever researchers are asked about storage and

backup

Themed guidance Specific guidance

30th October 2014

University of Queensland - Brisbane

DMPonline Live Demo

30th October 2014

University of Queensland - Brisbane

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

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

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

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

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

More information

Customising DMPonlineBlog 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

Q&AImage credit: The original SimonB - www.flickr.com/photos/26565770@N02/6394748009 30th October 2014