Roadmap back to school edition

Summer activities and latest (major 2.0.0) release
The DMPRoadmap team is checking in with an overdue update after rotating holidays and work travels over the past few months. We also experienced some core team staff transitions and began juggling some parallel projects. As a result we haven’t been following a regular development schedule, but we have been busy tidying up the codebase and documentation.

This post summarizes the contents of the major release and provides instructions for those with existing installations who will need to make some configuration changes in order to upgrade to the latest and greatest DMPRoadmap code. In addition to infrastructure improvements, we fixed some bugs and completed some feature enhancements. We appreciate the feedback and encourage you to keep it coming since this helps us set priorities (listed on the development roadmap) and meet the data management planning needs of our increasingly international user community. On that note, we welcome Japan (National Institute for Informatics) and South Africa (NeDICC) as additional voices in the DMP conversation!

Read on for more details about all the great things packed into the latest release, as well as some general updates about our services and of course machine-actionable DMPs. The DCC has already pushed the release out to its services and the DMPTool will be upgrading soon – separate communications to follow. Those who run their own instances should check out the full release notes and a video tutorial on the validations and data clean-up (thanks Gavin!) to complete the upgrade.

DMPRoadmap housekeeping work (full release notes, highlights below)

  • Instructions for existing installations to upgrade to the latest release. Please read and follow these carefully to prevent any issues arising from invalid data. We highly recommend that you backup your existing database before running through these steps to prepare your system for Roadmap 2.0.0!
  • Added a full suite of automated unit tests to make it easier to incorporate external contributions and improve overall reliability.
  • Added data validations for improved data integrity.
  • Created new and revised existing documentation for coding conventions, tests, translations, etc (Github wiki). We can now update existing translations and add new ones more efficiently.

DMPRoadmap new features and bug fixes

  • Comments are now visible by default without having to click ‘Show.’ Stay tuned for additional improvements to the plan comments functionality in upcoming sprints.
  • Renamed/standardized text labels for ‘Save’ buttons for clarity.
  • Added a button to download a list of org users as a csv file (Admin > ‘Users’ page)
  • Added a global usage report for total users and plans for all orgs (Admin > ‘Usage’ page)
  • Admins can create customized template sections and place them at the beginning or end of funder templates via drag-and-drop
  • Removed multi-select box as an answer format and replaced with multiple choice

DCC/DMPonline subscriptions [Please note: this does not apply to DMPTool users] Another recent change is in the DMPonline service delivery model. The DCC has been running DMP services for overseas clients for several years and is now transitioning the core DMPonline tool to a subscription model based on administrator access to the tool. The core functionality (developing, sharing and publishing DMPs) remains freely accessible to all, as well as the templates, guidance and user manuals we offer. We also remain committed to the Open Source DMPRoadmap codebase. The charges cover the support infrastructure necessary to run a production-level international service. More information is available for our users in a recent announcement. We’re also growing the support team to keep up with the requests we’re receiving. If you are interested in being at the cutting edge of DMP services and engaging with the international community to define future directions, please apply to join us!

Machine-actionable DMPs
Increasing the opportunities for machine-actionability of DMPs was one of the spurs behind the DMPRoadmap collaboration. Facilities already exist via use of a number of standard identifiers and we’re moving on both the standards development tracks and code development and testing.

The CDL has been prototyping for the NSF EAGER grant and started a blog series focused on this work (#1, #2, next installation forthcoming), with an eye to seeding conversations and sharing experiences as many of us begin to experiment in multiple directions. CDL prototyping efforts are separate from the DMPRoadmap project currently but will inform future enhancements.

We’re also attempting to inventory global activities and projects on https://activedmps.org/ Some updates for this page are in the works to highlight new requirements and tools. Please add any other updates you’re aware of! Sarah ran a workshop in South Africa in August on behalf of NeDICC to gather requirements for machine-actionable DMPs there and the DCC will be hosting a visit from DIRISA in December. All the content from the workshop is on Zenodo and you can see how engaged the audience got in mapping our solutions. The DCC is also presenting on recent trends in DMPs as part of the OpenAIRE and FOSTER webinar series for Open Access week 2018. The talk maps out the current and emerging tools from a European perspective. Check out the slides and video.

You can also check out the preprint and/or stop by the poster for ‘Ten Principles for Machine-Actionable DMPs’ at Force2018 in Montreal and the RDA plenary in Botswana. This work presents 10 community-generated principles to put machine-actionable DMPs into practice and realize their benefits. The principles describe specific actions that various stakeholders are already undertaking or should take.

We encourage everyone to contribute to the session for the DMP Common Standards working group at the next RDA plenary (Nov 5-8 in Botswana). There is community consensus that interoperability and delivery of DMP information across systems requires a common data model; this group aims to deliver a framework for this essential first step in actualizing machine-actionable DMPs.

Release notes: Translations and more

We’re back to a two-week sprint rhythm and have some exciting new things in the latest release:

  • Translations: Our collaborators at the Portage Network in Canada helped internationalize the new version of the platform and various others contributed translations of DMPonline prior to the launch. We’ve added many new features to the DMP Roadmap codebase since then. It also took some wrangling to establish a process for handling and updating translation files. We’re happy to report that the DMPTool now offers a Brazilian Portuguese translation, with additional languages in the works (Spanish, Catalán, French, German, Japanese…). Users can adjust language selections for a given session in the dropdown menu at the upper right. You can also save a default language selection for your account under Edit profile. Please note that all DMPTool templates for US funders are available in English only at the moment.

language selector dropdown

  • Request feedback emails: We made some adjustments to these based on feedback from admins. Now a participating organization must provide a primary contact email on the Organization details page in order to enable the Request feedback functionality. When a user submits a plan for feedback, the system will deliver an email notification to this primary contact email (not to everyone with admin privileges at that org as it did previously). We plan to continue refining this functionality during future sprints so please let us know what does and doesn’t work for you.
  • Guidance: Admins will notice a slight change here; you are now required to apply exactly one theme to each piece of guidance (using the radio buttons). For organizations that have guidance tagged with multiple themes, the guidance will still work and show for the existing themes. However, when you edit or update the guidance you will only see one of the themes selected and will only be able to select one from this point forward.

guidance page with theme radio buttons

  • Bug fixes and usability improvements: We’re ironing out some kinks with table sorting and searching during this latest sprint and continuing into the next one. Read the full release notes for a complete list of bug fixes and many thanks to our international user community for reporting most of these issues!

In other news

Please join me for a deep dive webinar into Themes, Templates, and Guidance on 18 July, 9-10 am PDT. Register here. The recording will be available afterward.

DMPTool promo materials are in the mail! If you want some new, blue postcards and stickers and didn’t already place your order, follow this link. And thanks to all those who provided suggestions in the order form about how we can help you help researchers create DMPs. We’ll do our best to follow up on them!

dmptool postcard

Release notes: Templates and more

The Roadmap development team just finished a huge chunk of work that we rolled out to DMPTool users this week. Prior to launching the new version of the tool we focused on optimizing the primary user side: creating DMPs. With this new release, we’ve made significant improvements to the administrative side, specifically to overhaul the way admins create and version templates.

In the midst of this major refactoring effort, we did some additional maintenance, upgrades, and accepted the first new feature contribution from our French partners at DMP OPIDoR (many thanks to Benjamin and Quentin!). The full release notes are available on GitHub. Most of the magic takes place behind the scenes, but keep reading for a summary of changes that affect the user interface.

  • Templates: You’ll notice some subtle changes as you create, edit, and update templates and customizations for funder templates. Previously, any changes you made to a template would trigger a new version. Now you can make changes to template details (Title, Description, update broken links) without versioning. Any structural changes, such as adding a new question or example answer or adding customized guidance to a funder template will create a new version. In the main templates table you will see a red editing icon (screenshot below) if you’ve made changes that created a new version. The icon includes a tooltip that alerts you to publish your changes (in the Actions menu) in order to make them available to users. You can always “Unpublish” templates and customizations at any time. You will only see the option to “Remove” (i.e. from the table/from view)  a template that has not been used to create any plans (e.g. test templates) or a customization that has not been previously published. Detailed instructions are available in the Help for Administrators.

publish changes

  • Global notifications: Super Admins (me) now have the ability to create global notifications that will be displayed to all users. These appear at the top of the screen and alert users to important news items such as scheduled maintenance or updates to funder templates. Users can dismiss the notifications by clicking the ‘x’ on the right (if I configure them to be dismissable; there may be cases where you cannot dismiss the notification but I don’t anticipate using this frequently).

global notifications

We appreciate the feedback we’ve received so far and encourage everyone to keep it coming. Specifically, let us know what additional improvements we can make to the templates and guidance areas as you test the newly released code. A note: many have reported issues with searching and sorting tables, which we’re addressing as part of the next sprint. Please report any new feedback via Github Issues or the helpdesk.

Upcoming events

  • With this latest release, the timing is finally right for a templates and guidance webinar. We’re aiming for a date in early July (TBD very soon). The recording will be available afterward.
  • For those who ordered outreach materials, you will receive them in the next 2-3 weeks. Thanks for your patience!

 

Set the controls for the heart of the sun

Our DMPTool and DMPonline services have been humming along with the same underlying code for a couple of months now. Since our MVP release, we’ve shifted gears to more regular sprints. We’re also pleasantly surprised by how eager the wider DMP community has been to join forces in migrating, translating, and even contributing new features already! Here’s a brief retrospective and a glimpse into the future.

Post MVP Backlog
There is a modest backlog of work that didn’t make into the MVP release. We’ve prioritized these issues and are focused on tying up the loose ends over the coming months. Those following the DMPRoadmap Github repository will notice regular releases. The goal is to settle into a steady two-week rhythm, but in the near term we’re working on slightly shorter or longer cycles to address critical bugs and some minor refactoring. Many thanks to our users on both sides of the pond who have reported issues and provided overwhelmingly positive feedback so far!

Evolving processes
We’ve been communicating with our respective user communities about new fixes and features as things pertain to them. Some things to note about our evolving development process:

  • DMPRoadmap GitHub repo: this is where most development work happens since the majority of fixes and features apply to the core codebase. This repository also contains all technical documentation, release notes, and other info for those interested in deploying their own instances or contributing to the project.
  • The DMPRoadmap wiki has a list of potential future enhancements. We’re collating ideas here and will define priorities and requirements in consultation with the community via user groups and listserv discussions. If you have other desired new features please let us know.
  • Any service-specific customizations reside in separate GitHub repos. For example, you can find the custom Single-Sign-On code in the DMPTool GitHub repo. The way that we handle helpdesk functions varies too. DMPTool users can report issues directly in the DMPTool repo or via the helpdesk. If something pertains to the common codebase, Stephanie will tag the issue and transfer it to DMPRoadmap. For DMPonline users we ask you to report issues via the helpdesk.

External contributions
Our core dev team is test driving the external contributor guidelines with the French team from DMP OPIDoR. They developed a new feature for a global notification system (e.g., to display maintenance messages, updates to funder templates) that happens to be in our backlog. The new feature looks great and is exactly the kind of contribution we’d like from others. You’ll see it in the next release. Thanks Benjamin and Quentin!

We’re also keen to commence monthly community dev calls to learn about other new features that folks might be planning and keep track of how we collaborate on DMP support across the globe.

Translations
We’ll be adding new translations for Brazilian Portuguese (thanks to Benilton de Sá Carvalho and colleagues at UNICAMP) and Finnish thanks to DMPTuuli. We’re also reaching out to fill in missing portions of existing translations for other languages since we added so many new features. New translations are always welcome; more information is available on the GitHub wiki and/or contact us.

A machine-actionable future
With the launch milestone behind us, we’re devoting more attention and resources to creating a machine-actionable future for DMPs. Two working groups hosted productive sessions at the recent RDA plenary (DMP Common Standards, Exposing DMPs) that included lightning talk presentations by members of the DMPRoadmap project (slides 1 and slides 2). Both of the groups are on track to provide actionable outputs in the next 12 months that will bolster wider community efforts on this front. We’ll continue participating in both groups as well as begin prototyping things with the NSF EAGER grant awarded to the California Digital Library. Stay tuned for more details via future updates and check out the activedmps.org site to get involved.

We have lift off – DMPRoadmap launches!

fireworks

From Flickr by bbtburnham http://bit.ly/2FmYLIE

by Sarah Jones

We’re delighted to announce that the DMPTool and DMPonline sites are both now running from the new joint DMPRoadmap codebase. We pushed the MVP out to test last month and have now migrated our production services. There are lots of exciting new features (v1.0 release notes).

The site will undergo a second round of accessibility testing soon and we’ve done a number of performance and usability improvements as part of bringing together our two codebases. We have also implemented the revised set of DMP themes agreed with community input last year. For UK users this means legacy guidance for removed themes has been merged and will need editing. See more information in this news item.

We gave a demo of the new system at the IDCC conference in Barcelona last month, and also gave a paper on a landscape analysis of “Active DMPs,” charting all the work that is going on in this area internationally. This information is available on a new website http://activedmps.org to serve as a central hub of machine-actionable DMP work. We invite everyone to update the site with links to any requirements you collect, or details of new tools emerging in this area. And don’t forget to join the sessions at the next RDA plenary where the DMP Common Standards WG will be comparing data models for the different DMP tools and the Exposing DMPs WG will be defining which elements of DMPs need to be shared to which actors. We also have a paper forthcoming that touches on work in these areas: the pre-print of 10 Simple Rules for Machine-Actionable DMPs is out now in Zenodo.

There is a huge number of users of the DMPRoadmap codebase. In addition to the core DMPonline and DMPTool services, there are many other instances internationally, some hosted by the DCC, but the majority are run by external groups. We estimate 50k+ users, 400+ participating institutions internationally and a growing list of funder contacts across the globe. We encourage those hosting their own instances to migrate from the former DMPonline v4 code to DMPRoadmap, and to continue to contribute back to the joint development effort like the Portage consortium in Canada and DMP OPIDoR in France have done. Migration guidelines are available to help dev teams make the switch and we have a Slack channel for external contributors. If you aren’t already a member, join here.

As always we welcome your feedback and look forward to continuing to improve the DMP experience for everyone involved in the research enterprise.

Prepare for launch in 3… 2… 1…

In about two weeks we will launch the new DMPTool on Tues, 27 Feb. The much-anticipated third version of the tool represents an exciting next step in what has always been a community-driven project. We’ve now successfully merged the primary US- and UK-based data management planning tools into a single codebase (DMP Roadmap): the engine under the new DMPTool hood.

Why are we doing this?

A little background for those who haven’t been following along with our codevelopment journey: in 2016 the University of California Curation Center (UC3) decided to join forces with the Digital Curation Centre (DCC) to maintain a single open-source platform for DMPs. We took this action to extend our reach beyond national boundaries and move best practices forward, with a lofty goal to begin making DMPs machine actionable (i.e., useful for managing data). We’ll continue to run our own branded services (DMPTool, DMPonline, DMPTuuli, DMPMelbourne) on the shared codebase, and incorporate partners in Canada, Argentina, South Africa, and throughout Europe who are already running their own instances (full list).

In parallel with our co-development efforts we’ve been making the rounds of Research Data Alliance, Force11, IDCC, and disciplinary meetings to collect use cases for machine-actionable DMPs (details here) and help define common standards (RDA Working Group; just posted pre-print for 10 Simple Rules for Machine-Actionable DMPs). We also got an NSF EAGER grant so we can begin prototyping muy pronto.

The new version of the DMPTool will enable us to implement and test machine-actionable things in a truly global open science ecosystem. Successful approaches to making DMPs a more useful exercise will require input from and adoption by many stakeholders so we look forward to working with our existing DMP Roadmap community (an estimated 50k+ users, 400+ participating institutions, and a growing list of funder contacts across the globe) and welcoming others into the fold!

Preparing for Launch

To help DMPTool administrators prepare themselves and their institutional users for the upcoming launch, we will host a webinar on:

Mon, 26 Feb 2018, 9-10 AM Pacific Time
Zoom link (recording on Vimeo; Q&A and slides)

By that time we’ll have a new user guide for administrators, a new Quick Start Guide for researchers, and refreshed promo materials. Everyone will have seamless access to their existing DMPTool accounts, just through a new user interface that looks and feels more like DMPonline (spoiler alert: we made it blue). And one of the most exciting things about the new tool is that it contains 34 freshly updated funder templates with links to additional funder guidance.

Stay tuned to the DMPTool communication channels in the coming weeks (blog, admin email list, Twitter) for more news and updates. We look forward to seeing you at the webinar and welcome your feedback at any point.

First annual funder template pizza party!

template editors

As we approach our target release date of Feb 2018 for the DMP Roadmap platform, the DMPTool team has embarked on a major housekeeping effort. A top-to-bottom content review is underway, and last week we began an audit of the funder templates and guidance. Ten participants gathered for an all-day, pizza-fueled event that amounted to a huge template success (but an epic pizza fail, see evidence below). We were so productive and gratified by the opportunity to analyze multiple DMP policies in a group setting that we decided to make it an annual event. Read on for more DMPTool funder template news + migration plans, followed by brief updates on the DMP Roadmap project and machine-actionable DMPs.

DMPTool funder templates

The DMPTool is a hugely popular community resource in part because it serves as a central clearinghouse of information about DMP requirements and guidance for researchers applying for grants from U.S. funding agencies. Migrating the DMPTool data to the new platform provides an opportunity to update and normalize things to maintain this value. [Side note: we’re also adding a “Last updated” field to the DMP Requirements table as an enhancement in the new platform per your feedback.]

At present the tool contains 32 templates for 16 different federal and private funders. This top 10 templates list demonstrates that our users are especially keen on getting support with NSF and NIH grant proposals, although the NEH is #7, and DOE and others aren’t far behind. Some global usage statistics to put these numbers in context: 26.8k users have created 20k plans; and we have 216 participating institutions (mostly U.S. colleges and universities).

funder-template-table

Our goals for the pizza party included: 1) ensuring that template language comes directly from the most recent versions of funder policy documents; and 2) applying themes (more on themes here). Staying up to date with DMP requirements remains a crowdsourced effort spearheaded by data librarians using the Twitter hashtag #OSTPResp and a Google spreadsheet. In the past year, two additional resources entered the scene: a list of public access plans from U.S. federal agencies at CENDI.gov and this lovely SPARC tool. Using these reference materials and some additional internet research, we updated 7 links to policy documents in the current DMPTool platform (NIH-GDS, NEH-ODH, NSF-CHE, NOAA, USDA-NIFA, Joint Fire Science Program, Sloan) and made some revisions to templates in the new platform (mostly formatting). We also identified some templates that require deeper investigation and/or consultation with agency contacts to verify the best way to present DMP requirements; between now and the release date we’ll continue to work on these templates. In addition, Jackie Wilson is contracting with us to finalize the clean-up of templates and guidance (checking links and guidance text provided by funders).

#pizzafail

#pizzafail

By January we aim to have a beta DMPTool-branded version of the new platform ready for training and testing purposes. Stay tuned for a rollout plan in the new year that includes webinars for institutional administrators, with an orientation to templates and themes. Also, please note that we will be disabling template editing functionality on 18 Dec in the current version of DMPTool to maintain the integrity of template data in the new platform. For admin users who wish to make changes to templates and guidance after that date, you can contact the helpdesk, but it would be great if you can keep changes to a minimum. All other functionality in the current DMPTool will remain the same up to the final migration date (adding new users, institutions, creating and editing plans, etc.)

A million thanks to the 2017 template fixing team: Amy Neeser, Joan Starr, Alana Miller, Jackie Wilson, Marisa Strong, Daniella Lowenberg, Perry Willett, John Chodacki, and Stephen Abrams.

DMP Roadmap update

The co-development team is busy building and refining the final MVP features. The usage dashboard is the last new feature left to add. In the meantime, parallel data migration efforts are underway at DCC to move from the existing 28 DMPonline themes to the new set of 14. By January both service teams will be working on new user guides, updating other content, testing and branding. If all continues to go smoothly, we’ll be on track for a DMP Roadmap demo at IDCC in Barcelona (19–22 Feb) and an official code release. Stay tuned!

Machine-actionable DMPs

On the machine-actionable DMP front, there are two items to report:

  1. We’ll be emailing the various DMP lists shortly to encourage everyone to participate in working meetings for the RDA WGs (DMP Common Standards & Exposing DMPs) at the next plenary. For now mark your calendars for 21–23 Mar and join us in Berlin!
  2. Following on a productive session at FORCE2017, we’re finishing a draft of the 10 Simple Rules for Machine-Actionable DMPs that we will circulate soon soon.

As always, we encourage you to contact us to get involved!

Roll up, roll up. Get yer DMP update here!

Paper seller and bench From Flickr by henry... CC-BY-NC-ND

From Flickr by henry… CC-BY-NC-ND

by Sarah Jones

Last month saw a busy Active DMPs and Domain Repositories Interest Groups joint session at the RDA Plenary in Montreal. Two new working groups have been launched to advance work in this area: one on developing Common Standards for DMPs and another on Exposing DMPs. In addition, there are multiple active projects in this space including ezDMP, the University of Queensland’s Data Management Records approach, FAIRsharing and our own DMPRoadmap project. All the slides and notes from the RDA session are available from the link above if you want to find out more. The working groups are just starting to get underway too, so please review their plans and contribute if you can.

We’ve been progressing the machine-actionable DMP agenda through the DMPRoadmap team too. With support from an RDA Europe collaboration award, we integrated the disciplinary Metadata Standards Directory (MSD) into the tool. Template administrators can choose the MSD as an answer format for metadata questions so users can browse the directory from within the tool. We’d love your feedback on this – both admins trialling it on templates and end users selecting standards. Can you find relevant standards easily? Is the functionality intuitive? Are there other features or additions you would like to see? Please try it out at https://dmponline-test.dcc.ac.uk and let us know.

RDA metadata standards directory screenshot

Integrating the MSD is just one small step on the path to improving the DMP experience. We also plan to surface other registries, such as FAIRsharing and re3data, to recommend appropriate standards and services. Experimentation in this area will also aim to facilitate the exchange of information between systems and alert services to data in the pipeline. The DMPTool team have just received a 2-year NSF EAGER grant to address these bigger aims! The work plan includes pilot projects with the Biological and Chemical Oceanographic Data Management Office (BCO-DMO) at Woods Hole, MA and understanding the institutional workflow in collaboration with Purdue and others. Find out more on the DMPTool blog; additional details forthcoming as we refine the work plan.

The next stop for us is FORCE2017 in Berlin next week. We’ll be running a session on 10 Simple Rules for Active DMPs on Friday morning (27 Oct) in collaboration with the FAIR DMP group. The session will introduce participants to the concepts of FAIR and machine-actionable DMPs and then build community consensus around common goals and definitions. We’ve been working on a draft that we’ll share and iterate on at the meeting. Join us there if you can!

We’re also looking forward to the International Digital Curation Conference (IDCC) in Barcelona next February. The call for papers is out now and closes later this month. Last year we outlined ideas for Next-Generation DMPs (here) and hosted a workshop that resulted in this white paper with community-generated use cases for machine-actionable DMPs. Thanks again to all those who contributed to defining these preliminary requirements for the work now being addressed by us and the RDA working groups. IDCC is a great opportunity to get international input on your ideas so share what you’ve been working on and join us in Barcelona!

DMPRoadmap summer camp news

Airstream camp

From Flickr by dwstucke https://flic.kr/p/dcmAL3

This summer we’ve made solid progress toward our DMPRoadmap MVP, done oodles of outreach for machine-actionable DMPs, and addressed some DMPTool and DMPonline-specific items. Keep reading for the high-level highlights and what to expect in the coming months:

What we’re working on now…

  • DCC is running all three production services—DMPonline, DMPTuuli, and DMP Melbourne—on the new Roadmap codebase. Check out the Release Notes for v0.3.
  • The DMPRoadmap co-development team continues to add new features (details on the Github wiki). At the moment, we’re focused on upgrading to Bootstrap 3 and making the site compliant with accessibility standards. This turned out to require a wholesale replacement and refactoring of the HTML and Javascript and will ultimately make the transition to future versions of Rails easier. It will push our release date further into fall 2017, but a key benefit is that it will make it easier for our many external partners to maintain local installations of the tool and contribute back to the core project.
  • Preparations for the DMPTool data migration include a comprehensive template audit. We’re reviewing all funder guidelines to make sure resources are accurate and up-to-date (in progress; a shout out to the MIT library for contributing to this effort!). We will also normalize the format and presentation of funder templates in the new platform and apply themes to make it easier for admins to add supporting guidance across templates (more about themes here and here).
  • Please note! The DMPTool brochure page https://dmp.cdlib.org now redirects to the main application https://dmptool.org/. You may want to update your bookmarks. The brochure page was launched with the current version of the tool in 2014, but has become an outdated and unnecessary hurdle to getting to the part about writing a DMP. We’re planning to provide dynamically updated tool usage info in the new version to supersede the brochure page.
  • The DMPonline services will also be migrating to the revised set of themes for the MVP release. Since this removes some of the existing themes, we’ll be contacting admin users with advice on how to merge or remove redundant guidance.
  • New templates have also been added to DMPonline. These include an update for the Wellcome Trust which now asks for Output Management Plans covering data, software, and other research materials, and a new template for the ERC. Further details are available in the DCC news item.

What to expect in the future…

  • More communications via blogs, listserv, Slack with a revised timeline and release date for the MVP. Once estimates are in place, we can schedule usability testing with the DMPTool and DMPonline communities and prepare materials for a rollout (stay tuned).
  • More marketing and outreach about the DMPRoadmap project and machine-actionable DMPs. A huge thanks to our DMPTool street team for helping to spread the word (and stickers) at meetings on this side of the pond (RDAP, ALA, DUG/ESIP, ESA, upcoming DLF)! Extra props to Sophie Hou (NCAR) for presenting our poster at the US Geological Survey Community for Data Integration workshop and Sherry Lake (UVA) for taking a poster turn at the Dataverse community meeting.
  • Stephanie presented in a morning course “Data in the Scholarly Communications Life Cycle” at the FORCE11 Scholarly Communications Institute (event, slides). Thanks to Natasha Simons (ANDS) for coordinating a great course!
  • Meanwhile, Sarah and DCC colleagues have been making the UK/EU rounds. You can see slides from our presentation at the Jisc Research Data Network event. We also ran DMP sessions at the inaugural EUDAT summer school and the CODATA research data science school. These gave participants a grounding in developing DMPs, FAIR data principles, and the tools and services that can help with this.

Where to catch up with us next on machine-actionable DMPs

  • Join us at the next RDA Plenary in Montreal (19-21 Sept) for an Active DMPs and Domain Repositories IGs joint session. There will be lightning talks and discussion of work in this arena including updates from two new RDA working groups—DMP Common Standards and Exposing DMPs—that each have case statements out for comment. Remote participation details to follow.
  • The FORCE2017 meeting in Berlin (25–27 Oct) presents another opportunity to engage on the topic. We just submitted a FAIR DMPs session proposal to refine concepts and define 10 simple rules for machine-actionable / active / dynamic / FAIR DMPs.

    Sophie (left) & Sherry (right) evangelizing about machine-actionable DMPs

    Sophie (left) & Sherry (right) evangelizing about machine-actionable DMPs

On the right track(s) – DCC release draws nigh

blog post by Sarah Jones

Eurostar photo

Eurostar from Flickr by red hand records CC-BY-ND

Preliminary DMPRoadmap out to test

We’ve made a major breakthrough this month, getting a preliminary version of the DMPRoadmap code out to test on DMPonline, DMPTuuli and DMPMelbourne. This has taken longer than expected but there’s a lot to look forward to in the new code. The first major difference users will notice is that the tool is now lightning quick. This is thanks to major refactoring to optimise the code and improve performance and scalability. We have also reworked the plan creation wizard, added multi-lingual support, ORCID authentication for user profiles, on/off switches for guidance, and improved admin controls to allow organisations to upload their own logos and assign admin rights within their institutions. We will run a test period for the next 1-2 weeks and then move this into production for DCC-hosted services.

Work also continues on additional features needed to enable the DMPTool team to migrate to the DMPRoadmap codebase. This includes additional enhancements to existing features, adding a statistics dashboard, email notifications dashboard, enabling a public DMP library, template export, creating plans and templates from existing ones, and flagging “test” plans (see the Roadmap to MVP on the wiki to track our progress). We anticipate this work will be finished in August and the DMPTool will migrate over the summer. When we issue the full release we’ll also provide a migration path and documentation so those running instances of DMPonline can join us in the DMPRoadmap collaboration.

Machine-actionable DMPs

Stephanie and Sarah are also continuing to gather requirements for machine-actionable DMPs. Sarah ran a DMP workshop in Milan last month where we considered what tools and systems need to connect with DMPs in an institutional context, and Stephanie has been working with Purdue University and UCSD to map out the institutional landscape. The goal is to produce maps/diagrams for two specific institutions and extend the exercise to others to capture more details about practices, workflows, and systems. All the slides and exercise from the DMP workshop in Milan are on the Zenodo RDM community collection, and we’ll be sharing a write-up of our institutional mapping in due course. I’m keen to replicate the exercise Stephanie has been doing with some UK unis, so if you want to get involved, drop me a line. We have also been discussing potential pilot projects with the NSF and Wellcome Trust, and have seen the DMP standards and publishing working groups proposed at the last RDA plenary host their initial calls. Case statements will be out for comment soon – stay tuned for more!

We have also been discussing DMP services with the University of Queensland in Australia who are doing some great work in this area, and will be speaking with BioSharing later this month about connecting up so we can start to trial some of our machine-actionable DMP plans.

The travelling roadshow

Our extended network has also been helping us to disseminate DMPRoadmap news. Sophie Hou of NCAR (National Center for Atmospheric Research) took our DMP poster to the USGS Community for Data Integration meeting (Denver, CO 16–19 May) and Sherry Lake will display it next at the Dataverse community meeting (Cambridge, MA 14-16 June). We’re starting an inclusive sisterhood of the travelling maDMPs poster. Display the poster, take a picture, and go into the Hall of Fame! Robin Rice and Josh Finnell have also been part of the street team taking flyers to various conferences on our behalf. If you would like a publicity pack, Stephanie will send out stateside and Sarah will share through the UK and Europe. Just email us your contact details and we’ll send you materials. The next events we’ll be at are the Jisc Research Data Network in York, the EUDAT and CODATA summer schools, the DataONE Users Group and Earth Science Information Partners meetings (Bloomington, IN), the American Library Association Annual Conference (Chicago, IL), and the Ecological Society of America meeting (Portland, OR) . Catch up with us there!