DMPTool workshop at DataONE Users Group Meeting, July 7

The DMPTool partners are pleased to announce a half-day workshop at the upcoming DataONE Users Group meeting in Frisco, CO July 6th and 7th.

Reduced rate hotel reservations can be made at:
DataONE Users Group Meeting
until Thursday June 5th.

The half day workshop on the afternoon of Monday July 7th will introduce the recently released version 2 of the widely used DMPTool.

It will introduce new and existing users to data management plan requirements, features of the new tool for the completion of comprehensive Data Management Plans that meet funder requirements, highlight key features for specific user groups, and will culminate with hands-on practice using the tool. All stakeholders are invited, with particular emphasis on researchers, research administrators, funders, and librarians/IT managers.

Registration for the workshop, and the broader DataONE User Group (DUG) meeting, is free. Further information on the DUG, meeting and workshop agendas (see also below) and registration information is available at:

Attendees can register directly at:
DataONE Users Group Meeting website.

The workshop will be led by:

  • Andrew Sallans (Center for Open Science)
  • Patricia Cruse (California Digital Library)
  • Amber Budden (DataONE)

We look forward to seeing you there.


  1. Overview of data management planning requirements
  2. Creating a plan with the DMPTool; funder templates, collaborative workspace, supporting materials
  3. Specialized tracks (hands-on section):
    • Researchers: writing and collaborating on data management plans
    • Research administrators/funders/librarians/IT managers:
      customization of the DMPTool for institutions, funders, etc.
  4. Next Steps and feedback; round table discussion exploring usability of the current tool and desired functionality for v3.

New DMPTool Released Today

The long-awaited DMPTool version 2 is released today, thanks to the generous support of the Alfred P. Sloan Foundation and the Institute of Museum and Library Services. Currently the DMPTool supports 115 institutions and more than 9100 users, and with this release we expect these numbers to grow rapidly. The new DMPTool is chock-full of new stuff, including:

For everyone

For institution administrators

Get started promoting the new DMPTool! Use these resources

All are available at

San Francisco New Year Fireworks 2013, by David Yu. From Flickr.

San Francisco New Year Fireworks 2013, by David Yu. From Flickr.

DMPTool 2 Release Schedule: Final Countdown

Flower and Plants of the Four Seasons (Japan, Edo Period) Source:

Flower and Plants of the Four Seasons (Japan, Edo Period) Source:

The final months of the development are upon us, and the release schedule fore the DMPTool 2 has been finalized. Below are some important dates, culminating in a late May release.

May 5th: Informational emails sent to administrators.

May 14th: Webinar for administrators (Register Now!)

May 16th: Administrator wiki published.

May 19th: Administrator only soft release.

May 29th: User and administrator wide release.

We’ll be reaching out to institutional administrators with additional details about the webinar, the wiki, and other materials that will be ready in anticipation of the update. In addition to an administrator only soft release, we will be maintaining both versions of the tool for a period of time to ensure every institution has ample time to work with the new version. Be sure to sign up for our May 14th webinar!

Stay tuned for more updates on how you can be ready for the new DMPTool 2 features coming next month!

DMPTool2 Development: User Experience Testing

Source: Flickr. User: 4nitsirk

Source: Flickr. User: 4nitsirk

Our first round of user experience testing wrapped up last week, with a focus on administrator tasks like managing users, creating custom data management plan templates, and adding institution information or logos. Here’s a quick update on what we learned.

1) Overall Response was Positive!

During trials, we got a lot of positive feedback about the design of the site and the added functionality. The ability for administrators to not only customize user roles and responsibilities, but also create sub institutions were especially popular. After working with feedback from user groups throughout the development of the project, it was extremely rewarding to see how our work has been recieved.

2)  Small Changes make a Big Difference

Most of the areas where users had trouble could be resolved with a single tooltip or changing the name of a section or button. We want to make sure navigating the page is intuitive, and make it as easy as possible for users to get the information they need. Identifying the problem areas and getting recommendations from users on how to make information clear has been a powerful tool.

3) An Ounce of Prevention is Worth a Pound of Cure

With the DMPTool 2’s release date fast approaching, taking the time to do user testing has given us the chance to clean up the remaining rough edges before our rollout. Taking the time to address these issues now has let us take them on one at a time.

We’ll be initiating our second round of user testing, focused on the researcher perspective, in the coming weeks. If you’d be interested in taking a look at the DMPTool2 as a plan author, contact Sherry Lake to schedule a time!

Hang A DMPTool Poster!

In addition to working hard on the new version of the DMPTool (to be released in May), we are also working on outreach and education materials that promote the use of the DMPTool. Our latest addition to these materials is a generic poster about the DMPTool, including information about what’s to come in the new version. You can download a PDF version, or a PPTX version that you can customize for your institution. We plan on updating this poster when the new version of the DMPTool is released, so keep an eye out!

“DMPTool: Expert Resources & Support for Data Management Planning”. 30″x38″ poster

Posters available as:

  • PDF (cannot be customized)
  • PPTX (can be customized)

DMPTool2 Release Schedule Update

Spring by Lawrence Alma-Tadema, 1894. No doubt in anticipation of the DMPTool2 Release. Provided by

Spring by Lawrence Alma-Tadema. Provided by

The DMPTool team just concluded our meetings last week at CDL to hash out the remaining work to be done before the DMPT2 release. To ensure quality, we’re pushing the release of this update back to Spring, with a soft open for administrators coming a few weeks before the wide release. As those dates approach, we’ll have a more specific timeline for you.

Several members of the DMPTool team will be speaking at the upcoming International Digital Curation Conference in San Francisco. We’ll be running a workshop on Monday the 24th of February to discuss the upcoming features in the DMPTool. You can find the workshop schedule here. If you plan to attend IDCC be sure to register for the workshop early!

DMPTool 2 Feature Highlight: Guidance and Review

In this final feature highlight post, we’re going to focus on the ways the DMPTool 2 can make it easier for grant writers to get feedback on their data management plans.

Submitting for Review

The DMPTool 2's submission page, allowing for review.

The DMPTool 2’s submission page, allowing for review.

Institutions have the option to allow their grant writers to save and submit their completed data management plans for review. Users that have been granted “reviewer” permission – who have been trained or demonstrated an understanding of DMP writing – will be able to comment on the plan before it is exported and added to the grant as a whole. We want to create a tool that not only collects up-to-date, useful data management information but also facilitates communication and makes it as easy as possible for data services to have a broad impact.

Our previous feature highlight talked about the ability to designate users as co-creators to assist in the writing of data management plans. The review structure is essentially a wider implementation of the same principle. Institutions with staff contributing to data services can opt in to this plan, giving their homepage not only the same customized access to the tool but also a list of plans available for review.

The user homepage, with DMPs for My Review section

The user homepage, with DMPs for My Review section

This will create an new line of communication, and a new way to make researchers aware of the resources at their disposal. While not every data practices problem can be addressed through this collaborative structure, it does provide a new way for librarians, grant officers, and other stakeholders to identify and contact the members of their community who need help.

The DMPTool 2 is in active development now, and we’ll keep you up to date on the project over the coming weeks!

DMPTool 2 Feature Highlight: Co-Ownership & Administration

For this post, we’re going to look at some of the upcoming features to improve the DMPTool as a collaborative tool.

Institutional Customization

Administrators will be able to match the tool to the structure of their institution. For example, the main institutional administrator can designate editors and institutional reviewers to help researchers create excellent data management plans.

DMP Creators can select co-owners to edit the plan.

DMP Creators can select co-owners to edit the plan.


Grant writing does not happen in a vacuum. While one person may be responsible for the creation of the document itself, there are stakeholders within and outside of the project that will want to contribute to the creation of the data management plan. To make the DMPTool easier to use in this regard, we’re adding a co-ownership functionality. Plan creators can designate specific users and grant them the ability to edit and provide feedback on their data management plan.

Plan owners can keep their plans private, share with their institution, or make it visible to all.

Plan owners can keep their plans private, share with their institution, or make it visible to all.

Example DMPs

One of the greatest teaching tools for data management planning is example DMPs. By structuring the administrative roles and plan co-owners in this way, the DMPTool is going to become an environment where users have control over who can see their data management plans. Plan owners can elect to make their data management plans visible publicly, within their institution, or only to the plan co-owners. Over time, each institution will be able to collect a series of plans to educate researchers and graduate students across their institution.