DMPTool2 Project – October 2013 Report


DMPTool2 continues to take shape and we are now shifting more into planning for release and promotion.

Technical Team

The development team is presently focused on connecting the HTML presentation layer to the application layer and bringing the second version to reality!   We will share this as soon as it is ready for consumption.

We are presently in the midst of organizing plans for the first round of usability testing to be conducted at the DataONE All Hands Meeting in the 3rd week of October and then a broader round of testing across our community in the last week of October and first week of November.  These tests will be focused on the new administrative user interface.  We will then conduct similar tests on the researcher interface in later November.

We have spent a considerable amount of time thinking about how to transition from the old to the new tool.  At this time, we plan to initially release access to the administrative interface in early December to allow institutions to configure their content.  We will then make the new version available to all users in early January and allow researchers to still access the first version if they prefer.  In late February we will complete the transition and turn off the first version.  We will be handling a migration of data from the first to second version, but do not have specifics on that yet.

Communications/Outreach Team

Most notably perhaps, we reached our 100th institution with customized content during the past month.  This is a big deal and helps to gain additional traction and momentum for building this community.  On the outreach activity front, we have presentations of the new DMPTool in planning for the upcoming November DLF Forum, the December CNI Forum, and the February IDCC conference.


No major update on metrics since the last report.

Overall Project

We are on schedule to release a final production version in February 2014.

DMPTool at the Data Information Literacy Symposium

Source: Flicker/kuap

Purdue University in Indiana hosted the Data Information Literacy (DIL) Symposium this year, a culmination of the IMLS funded research project on the DIL needs of technology driven research scientists. A dense, two-day session of seminars, discussions and poster presentation focused on experts from the field discussing their work as librarians to provide data services.

While the DIL Symposium recording is not yet posted for viewing, many of the materials are available online including presentation slides, one page descriptions of DIL competencies, and research posters. There’s also a Lib Guide hosted by Purdue with information on Instruction, Marketing, and Learning Objectives.

For librarians and other research support staff at any stage of their own data services, the topics covered at the DIL Symposium is a great knowledge source, with more information to come. Keep an eye on the DIL site’s news page and twitter for upcoming events and resources.

DMPTool adds 100th institution!

From Flickr by Anvica

From Flickr by Anvica

We are pleased to announce that as of September 23rd, with the addition of Baylor University100 institutions have taken the step of customizing the DMPTool to provide local guidance and resources for their researchers. Check out the full list of participating institutions.

While institutions do not have to customize the DMPTool for their researchers to take advantage of the tool, taking that step can provide many benefits to their researchers as well as their data management and stewardship programs. These include:

  • Integration with Shibboleth so that researchers can use their institutional credentials;
  • Ability to add help text and links to institutional resources;
  • Ability to add contact information for the units that support data management; and
  • Ability to add text that can be copied into a data management plan.

With the release of the new and improved DMPTool in early 2014, there will be even more functionality for those institutions who integrate with and customize the tool. These features include:

  • An interface to manage all of the customizations directly;
  • Improved institutional branding;
  • The ability to add institution specific data management requirements;
  • Reviews of DMPs on a case by case basis or as a required step for all researchers; and
  • Multiple roles for administrative users including as editors of requirements and reviewers of DMPs, so that you can have appropriate teams working on the DMPTool.

If you are interested in talking to us more about this process, please contact us. It is a straightforward process that we are happy to walk you through.

DMPTool2 Project – September 2013 Report


DMPTool2 is starting to shape-up and is moving into the period where the application and user interface will come together and we’ll start to see a real, live new version!

Technical Team

Over the past month we have seen tremendous advances in development of the application and user interface design.  The application has now been developed for the core functional areas around institutional profiles and creation of a DMP.  During this period, the team has worked with an outside vendor to develop and refine the entire user interface, matching quality design aspects with new functionality in the application.   The team has also been evaluating and incorporating enhancement requests from the community via the BitBucket issue-tracking page.

Communications/Outreach Team

The team has refined the outreach strategy over the past month and begun a relatively aggressive outreach and recruitment campaign to meet project goals and also increase awareness and use of the tool.  Responses were at first a bit slow, presumably due to summer vacations and semester starts, but we have recently been getting great responses and working with institutions on setup of Shibboleth and configuration of customized guidance.  We are very encouraged by these enthusiastic new users.  Additionally, we are now just shy of 100 institutions with this level of configuration/use.    


We continue to make progress on reaching our project metrics.  Most notably this month, we have now completed 4 out of 6 conference presentations, have almost reached our goal of doubling the user base to reach 6,000 users, and have exceeded our goal of doubling plans created to exceed 5,000 plans.  Our main metric focus now is recruiting 50% of Shibboleth capable institutions and 75% of ARL institutions.

Overall Project

Our project timeline has undergone some minor revision, and we now expect to release a complete beta version in December 2013, a second beta version in January 2014, and a final production version in February 2014.

Update: DMPTool 2 Features Overview

We have added a one-page overview of the features for users and administrators currently in development for the DMPTool 2 to our bitbucket wiki. Designed to complement the more technically oriented requirements documentation, we will be keeping the overview up-to-date as the scope of development changes. The features overview can be found on the DMPTool 2 page on our bitbucket wiki, or you can simply download the PDF directly.

DMPTool maintenance, Thu Sept 26, 6:00am-7:30am (PDT)

Gear Wheels

Gear Wheels Source: Flickr, Username: freefotouk

The DMPTool will be unavailable on Thursday Sept 26 from 6:00am-7:30am (PDT) to perform routine maintenance. It’s possible that the maintenance won’t require the entire period, but we’re scheduling the downtime for 90 minutes. Please contact us at with any questions or concerns. We apologize for the inconvenience.

Survey: Tools to Integrate with DMPTool


A quick question. Source: Flickr, Username: drachmann

One of our goals to help guide the development of the DMPTool is to provide guidance on how the DMPTool can support data management beyond the planning stage. One of the best ways to do that is to look at the tools our community already uses. We’ve put together a 3-question survey about the tools you’d like to see the DMPTool be able to work with. Whether it’s supporting more in-depth data management planning, connecting with repositories, or just keeping a record of your institution’s good data practices, what would you like to see the DMPTool connect to?

The survey can be found here.

Talking Points Webinar and Resources

Source: Flickr – Username: Wonderferret

This week we hosted a follow-up to our environmental scan webinar to talk about the tools and research that goes into an effective outreach program. Data Services not only has a knowledge component, but also requires technical support, administration, and researcher involvement. No one person, or even one department, can do all these things alone.

The Library as the Hub

Data services is one of the areas that modern research libraries can really make a major impact, filling the leadership vacuum that so many institutions currently face. While information architecture and data archiving are (relatively) new fields of inquiry, they are built on a long tradition of understanding how information is accessed, used, and understood. Libraries have a mandate to collect and coordinate knowledge resources for the betterment of the public or their host institutions.

How does this Relate to Data Management Planning?

Libraries have a future as the destination for data. Even resources that may not be hosted at the physical library, such as census data or other publicly available sources, can still be cataloged and made accessible to library patrons in ways that support research and academic inquiry. Fostering relationships with data producers in the sciences, social sciences, or humanities will help to ensure that not only will these data be available in the future, but they’ll be useful as well.

If you want to learn more about how to effectively coordinate within your institution to tackle data services, check out our webinar series to find the environmental scan and talking points recordings. You should also check our bitbucket wiki’s Outreach Materials page for a 2-page document on effective talking point formatting and a series of useful examples.

DMPTool2 Project — August 2013 Report


We have had a very busy past month, with lots of progress on all fronts.  We are rather deep into application development, finalizing UI plans and transitioning to design work, and are aggressively reaching out to expand the user base of the DMPTool.  During this time, we’ve also come to the realization that our project timeline was imperfect, and we are more realistically looking at a full completion at the beginning of February 2014.  We’ve added a few extra pieces of design, testing, and data porting which weren’t originally included, but which we see as critical.

Technical Team

During the past month the development team has been focused and has completed functionality for the profile, administrator, institution, and authorization pages, authorization and role assignments, and has been doing significant testing.  The team will soon move the application over to a stage environment for further testing.  The UI sub-team has spent significant time on wireframe revision to cover all anticipated immediate use cases.  These wireframes are now in transition to a design vendor for development of the graphical design version for the end user.

Communications/Outreach Team

The outreach team is now actively recruiting new institutions to enable Shibboleth authentication, and has already had a very positive response.  All of this work is being tracked through a customer relationship management (CRM) system, which makes coordination of communications across the team far more efficient than previously.   The first major push has been on ARL institutions to work on advancing that metric.    The third advisory board meetings have been scheduled for August and September.  The team has also increased presentations on the project over the past month, with Carly Strasser and Amber Budden presenting at the annual Ecological Society of America conference, and Sarah Shreeves presenting at the CLIR Data Curation Fellows meeting and at the BePress Digital Commons meeting.   We have also submitted proposals to the Digital Library Federation Forum (accepted), the American Geophysical Union meeting (waiting), the HubZero HUBBub meeting (accepted), and the Research Data Alliance Plenary 2 (about to submit).


As many of the metrics are dependent upon the release of the new version, we have no progress to report on those.  The metrics involving growth of our ARL and Shibboleth user bases are advancing now with dedicated focus from the outreach team, and we expect to see improved numbers on those by next month.  Our metrics for doubling user in user numbers and plans are nearly complete, and may be reached by the end of August.

Overall Project

We are presently right in the middle of the most work intensive period of the project across all areas, and expect to report significant advancements by next month.   As noted in the beginning, the schedule has been adjusted slightly, and delivery of a production version of the new tool should be expected for February 2014 instead of our original November date.

Report on DMPTool at ESA 2013

Last week in Minneapolis, about 4,000 ecologists got together to geek out and enjoy the midwest for eight days. The DMPTool had a couple of appearances in the course of this 2013 Ecological Society of America Meeting– a workshop on managing ecological data and a session on data management planning and the DMPTool. It was also mentioned in numerous presentations about the DataONE Investigator Toolkit, of which the DMPTool is a part.

Here I want to briefly mention the special session on the DMPTool, which occurred on the first official day of #ESA2013. The session was 75 minutes long, and Bill Michener of DataONE and I were sharing the podium. He planned to introduce DMPs generally, followed by my explanation and demonstration of the DMPTool, including the new version of the tool due out in Winter 2013-2014.

Fifteen minutes before the presentations were due to start, the room was packed. Attendees were sitting on the floor in the aisles by 5 minutes before, and there was a nonstop trickle of attendees entering throughout the 75 minute session. The catch? We had no power.

That’s right: Bill and I were forced to talk about data management plans, demo the DMPTool, and discuss future plans to a packed room, all without a microphone, a projector, or even a chalk board. We managed to get through the session, and folks seemed to appreciate the impromptu soliloquies on data management by myself and Bill. The power came on about 5 minutes before the close of the session (of course), at which point I scurried behind the podium to show screen shots of the DMPTool. By the time I looked up from my laptop, about 60% of the audience had left. Apparently slides were not the big draw for our session.

My takeaway lessons? When giving a talk, be prepared for anything; people enjoy the element of surprise and improvisation; and researchers are dying to learn about DMPs, regardless of the potential hurdles put before them. This is most likely due to funder requirements for DMPs, but I’d like to think it also relates to my and Bill’s dulcet tones.

The slides I didn’t get to show are available on slideshare.