The team is pleased to announce that we have a new half-time role available to join the Alfred P. Sloan Foundation DMPTool2 project as a Communications Coordinator and Requirements Builder. This is a great opportunity to network extensively with the data management community and focus knowledge around what is REALLY important in providing support for data management planning. This position will report to Sarah Shreeves at UIUC, and remote work candidates will be considered. We are looking to fill this position quickly, so apply now and don’t delay!
US Department of Energy Office of Science to Require Data Management Plans
The US Department of Energy has revised its stance on research digital data management. As of October 1 in 2013, all proposals submitted to the DoE Office of Science for research funding will require a Data Management Plan. Based on the White House Office of Science and Technology Policy on Expanding Public Access to the Results of Federally Funded Research, the new standards will focus on data preservation and re-use.
The preliminary data management plan requirements are listed in a presentation available online. They include a mandatory written plan detailing data preservation access. These data resulting from the proposed research funded by the DoE will need to be digitally accessible at time of publication as an information supplement.
The US Department of Energy Office of Science plans to have a full policy statement published by mid-summer.
With all successful pursuits comes governance…
Following two years of collaboration and development of the DMPTool, it now seems the appropriate time to address the lingering questions of “who’s in charge of this thing?” and “what does it mean to be a Partner?”. The DMPTool team is pleased to now introduce a formal collaboration agreement and set of operating principles to guide the continued efforts, enable broader community engagement, and facilitate collaboration with the data management community. This seemed like a smart and necessary move as the service has seen users from over 650 institutions and continues to gain interest and diversity in application. Additionally, this structure will dovetail nicely with the advisory organizations and community-building activities made possible through our current Alfred P. Sloan Foundation and IMLS grants.
Here are the highlights:
- A DMPTool Steering Group will coordinate all technical, content, and community development activities. This group will be comprised of DMPTool Partners who have made significant contributions to the DMPTool community and are eager to help guide it’s future.
- DMPTool Partners will now be defined as institutions, corporations, individuals, or other groups who have signed the collaboration agreement, made the commitment to use the DMPTool technical and content framework via an authenticated connection, and contribute to the community in some other way as well. We will be working to enroll institutions currently using the DMPTool over the course of the next month.
- In the interest of building a stronger and more cohesive community, we will now accept new Partners via the following process:
- Express interest to the DMPTool Steering Group by writing uc3@ucop.edu.
- Sign the Collaboration Agreement and Memorandum of Understanding.
- Establish institutional authentication with the DMPTool.
While the Collaboration Agreement and Memorandum of Understanding is NOT a contract, it does serve as a set of common operating principles for the growth and operation of this service and community effort. Until DMPTool2 is released, we will house the governance process information on the DMPTool BitBucket wiki pages here: https://bitbucket.org/dmptool/main/wiki/Governance
We hope that this new structure provides the community with a clear path for decision-making, opportunities for integration with other software and systems, and quite simply, a better-defined entity to affiliate with in order to build community.
The DMPTool team looks forward to your involvement!
-Andrew Sallans & Patricia Cruse, Co-Conveners of the DMPTool Steering Group
Library Outreach: Call for DMPTool Guides
Hello, everyone! My name is Dan Phipps. I’m coming to the DMPTool project from UCLA’s Graduate School of Education and Information Studies. My academic focus has been on informatics, especially the preservation and curation of disaster data. Aside from digitizing maps for the UCLA Digital Libraries project, I’ve also worked at the UCLA Social Science Data Archive to help researchers better archive their data.
I’m working with California Digital Libraries as part of the IMLS funded Librarian Outreach project. Our focus is going to be specific to librarians and the role they play in the development of data management plans. While this is a relatively new hat for some librarians to wear, there is already a lot of resources from data archivists, repository institutions, grant departments and other librarians. We’re hoping to use the DMPTool as both a data management resource as well as a hub for information specialists to find useful materials.
The management of data is a major undertaking for any institution, and involves support everywhere from IT departments to individual researchers to granting offices and beyond. Librarians, by training, are uniquely suited to work within this environment – it is a field that has been focused on providing people with knowledge and support for centuries. Data management and preservation is a relatively new area of focus, but one which will be more and more important in the coming years.
One of the major goals of the Libraries Outreach project is to provide librarians with easy access to educational materials. Over the next few weeks we’ll be highlighting Libguides, wikis, webpages, and other useful online resources that have made using or teaching the DMPTool easier. If there are any references you find particularly useful, please email me your suggestions.
-Dan Phipps
DMPTool2 Project – March 2013 Report
Overview
The project team held an initial kick-off meeting on February 20/21 in Berkeley, CA, to realign all team members and other participants around the current status of the DMPTool and new objectives supported through the grant. Following the kick-off meeting, the team has begun weekly conference call meetings and developed specific project deadlines and goals. A complete meeting report was prepared.
Technical Team
The initial focus has been on posting of application developer positions, interviewing and hiring, and review of proposed technical specifications. One developer is scheduled to start work on 4/1, and additional interviews are finishing up for the second position. Technical specifications are being reviewed and updated and plans are underway for moving forward with use cases and wireframes.
Communications/Outreach Team
This team has focused thus far on filling the 50% roles for the Sloan and IMLS grants and recruiting and preparing advisory boards. The IMLS outreach coordinator has been hired and the Sloan outreach coordinator position is still being processed by UIUC. Both the Researcher and Administrative advisory boards are nearly full and initial meetings are presently being planned. Additionally, Facebook and Twitter presences have been established and are gaining followers.
The process of implementing the proposed governance structure has begun, and originating institutions are now signing the official Collaboration Agreement document. We will then begin enrolling institutions that have setup institutional authentication, and then we will shift into public enrollment of new “Partners”.
Metrics
We have not yet fully settled on metrics for use in evaluating 1) project success or 2) impact of the new DMPTool. We have an extensive list produced at the kick-off meeting, but are still sorting and determining best choices. We plan to gather feedback from the advisory boards on this topic as well.
Overall Project
We remain generally on track to finish within 12 months, considering the startup delay from receiving and processing awards at the main institutions. Once our key hires of application developers and community engagement/outreach coordinator are settled, we should proceed more smoothly. We continue to get inquiries into new collaboration and integration opportunities, and remain aware of new developments with funders (ie. February OSTP mandate). Recent opportunities include integration with Columbia’s IEDADATA DMPTool, VIVO, and eagle-i.
-Andrew Sallans, University of Virginia Library, DMPTool2 Project Manager
Summer DMPTool Internship Opportunity – Apply Now!
As part of the Alfred P. Sloan Foundation sponsored DMPTool2 project, the University of Virginia Library will host a summer MLIS intern for 10 weeks (specific period is negotiable), 40 hrs/wk, at $15/hr. Intern may be able to earn credit hours, subject to approvals by their school and the supervisor (see example at Indiana SLIS: http://www.slis.indiana.edu/courses/internship/index.php). The intern will work day-to-day with the grant project manager, Andrew Sallans, and will be responsible for providing support in all active and relevant task areas during the internship period. The internship is intended to provide a mid-project effort boost and to offer a MLIS student real-world experience in working on a complex project to develop software and services for research data management support. Candidates will be expected to be on-site at the University of Virginia Library in Charlottesville, VA, for the duration of this internship. Must apply by March 24, 2013 to Andrew Sallans (als9q@virginia.edu) at the University of Virginia Library, providing a CV and cover letter indicating why this project is of interest and how this experience will be of value to future career prospects.
Kickoff Meetings for Newly Funded DMPTool Projects

The meetings were held in Downtown Berkeley, near Durant Ave. This image of the area was taken in 1978. From Calisphere, contributed by Berkeley Public Library and Betty Marvin. Click for more information.
Two weeks ago, a meeting of the data management minds took place in Berkeley, California. There were two back-to-back meetings to kick off projects funded by the Alfred P. Sloan Foundation (read the blog post about it) and the Institute of Museum and Library Services. Here we provide a report of each meeting.
Alfred P. Sloan Foundation Project: “DMPTool2: Responding to the Community”
The primary goal of this project is to improve on the DMPTool (free, easy-to-use application that guides researchers through the process of creating data management plans). To accomplish this, we aim to build on the success of the tool to create DMPTool2, and use this improved version as a centerpiece for encouraging collaboration in data management efforts across all stakeholder groups (researchers, institutions, funders, libraries). In support of the project goals, we convened a meeting of DMPTool partners to synchronize the project kickoff efforts and revisit our planned activities. The meeting aimed to review:
- Current DMPTool status
- Community engagement plans
- Functional development plans
- Metrics for impact and success
Meeting participants were mainly from founding DMPTool institutions. Over the course of the 1.5 day meeting, participants reviewed the course of the DMPTool thus far, the expectations and plans for the project, and then specific activities for the next 12 or so months. Some highlights include:
- Observations that the DMPTool has had significant use, but should to put increased emphasis on gaining repeat users and providing more value to users. Underlying this point, while the team aims to address user needs and demands, it is important to still stress that the goal should be making data management planning EASIER, rather than just EASY. Research data lives in a complex environment and this must not be underestimated.
- Community engagement in coming months will be on many fronts. Some include development of two advisory boards, one focused on administrative users and one on researchers. The team will also implement the planned governance structure to give the user community greater access to and participation in future directions and ownership of the DMPTool; this will be in the very near term.
- Functionality for this project ranges far and wide, but fits into two main broad categories: functions for the researcher (ie. Writing plans, finding resources, getting advice, etc.) and functions for the administrative user (ie. Reporting on institutional use, adding institutional guidance, etc.). The team will offer blog posts on specific technical elements, request feedback, and conduct user testing as the project moves along. Expect first posts in coming weeks.
- The last discussion of the meeting was around metrics for impact and success, what’s possible, what’s easy versus hard, and what matters to our different constituents. We have many ideas in this area, and will have blog posts to outline some of these points and request feedback in coming weeks.
IMLS Grant Project: “Improving Data Stewardship with the DMPTool: Empowering Libraries to Seize Data Management Education”
The meeting funded by the IMLS grant took place over February 21-22. The primary goal of this project is to provide librarians with the tools and resources to claim the data management education space. In an effort to ensure the tools and resources developed meet the needs of librarians, we convened a meeting of DMPTool partners, as well as librarians from five University of California campuses. We had three goals for the meeting:
- Identify the resources most useful for helping librarians use the DMPTool for outreach.
- Prioritize resources based on user profiles and use cases.
- Create timelines and brainstorm dissemination tactics for resources to be developed.
Participants were primarily librarians, along with members of the DMPTool partner institutions. Over the course of the two day meeting, we discussed the barriers and solutions associated with using the DMPTool as a librarian, especially for outreach. Common themes emerged related to a lack of support and education, as well as limited resources including time, money, personnel, and institution-level services. Poor communication among institutional partners and stakeholders was also often mentioned. The solutions proposed to eliminate these barriers became the template for potential products from the IMLS grant. Here we present a list of proposed outcomes and tasks for the project, i.e. things that will help librarians use the DMPTool effectively on their campuses:
- Checklist/talking points documents & brown bag kit for librarians to talk to campus partners and stakeholders, including researchers, VCRs, Special Projects/Grants offices, IT, and other librarians
- Slide deck for presenting to researchers
- Promotional materials (posters, pamphlets, bookmarks, postcards, flyers) that can be customized for the institution
- Startup Kit for undergoing an environmental scan of institutional resources and services
- DMPTool Webinar Series for librarians
- DMPTool Screencasts for users, librarians
- A collection of case studies of institutions using the DMPTool successfully
- A collection data management success and horror stories
- A calendar of funder deadlines
- DMPTool Libguide
A larger outcome of the IMLS grant will be that we plan to set up an online common space that allows for sharing customization of tool, provides a forum for user conversation streams, provides access to materials developed by the grant project, and can be used as a platform for collecting use cases, success and horror stories. The list above is only a subset of the long list of suggestions that emerged from our meeting. Stay tuned into this blog for more updates as the project progresses.
Positions available: DMPTool software engineer
As part of the project funded by the Alfred P. Sloan Foundation, we’re hiring two software engineers for a one-year development project to enhance the DMPTool, to be based at the California Digital Library office in Oakland CA. A full job description is available at the UC Office of the President Job Search Site.
The DMPTool is a widely used service that supports researchers in creating data management plans as required by various governmental and private funding agencies. The development project will augment the existing tool with a number of new functions and features. Reporting to the DMPTool project manager, the incumbent will be responsible for refining functional requirements, UI designs, and technical specifications; implementation of those specifications; testing and documenting the resulting codebase; and deployment of the operational system in a production environment. UC3 employs an agile development methodology relying on iterative code prototyping, assessment, and refinement.
The DMPTool is a Ruby on Rails web application with a MySQL backend database and is integrated with LDAP- and Shibbolith-based authentication. It is deployed in a SLES/SUSE Linux VM environment. Candidates will have demonstrated experience and expertise in these and related web technologies, as well as in general software development methodologies and best practices.
The UC Curation Center at the California Digital Library (CDL), an administrative unit of the UC Office of the President (UCOP). UC3, one of the world’s premier digital curation programs, is a creative partnership between the CDL, the ten UC campuses, and the international curation community, providing innovative services and solutions to ensure the long-term usability of the University’s digital content.
More information is available at the UCOP Job Search Site. The closing date for this position announcement is Feb 14, 2013.
DMPTool Partners Awarded Funding for Enhancement
We are pleased to announce that DMPTool partners were awarded a $590,000 grant from the Alfred P. Sloan Foundation to fund further development of the DMPTool. The grant will be used to fund improvements to the DMPTool including expanded functionality, training modules, documentation and the creation of an open-source community to sustain the DMPTool in the future.
Project partners are the UC Curation Center (UC3) at the California Digital Library, the University of Virginia Library, the University of Illinois at Urbana-Champaign Library, and DataONE. The grant activity will occur in 2013.
Datasets are the currency of scientific and intellectual advancement. Despite this reality, most researchers are not aware of how best to manage their data. The DMPTool, launched in October 2011, is a freely available web application that addresses this need by guiding users through the process of creating a data management plan for a range of funders.
The current version of the DMPTool provides an easy to use interface that:
- Helps users create data management plans for specific funding agencies
- Provides step-by-step instructions and guidance for how to manage data
- Provides information about resources and services available to researchers to help fulfill data management requirements.
The Alfred P. Sloan Foundation funding will support a second version, DMPTool2, that will:
- Promote the practice of data management, sharing, and preservation, emphasizing the utility of best practices beyond meeting funder requirements
- Enable institutions to easily shape and exploit the DMPTool to meet local need
- Foster the emergence of an engaged open source community of DMPTool users and developers
- Maintain transparency in all project activities to facilitate community involvement
- Increase the depth and breadth of the tool’s coverage for funder and institutional data management requirements
- Enable collaboration and connect stakeholders to each other and institutional resources, including services, expertise and guidance
- Provide support for the full data management life cycle, including provision for collaborative plan authorship, and review and reporting by institutional administrators
For questions about the DMPTool or DMPTool2, contact Service Manager Perry Willett at perry.willett@ucop.edu.
The Alfred P. Sloan Foundation is a philanthropic, not-for-profit grant-making institution based in New York City. Established in 1934 by Alfred Pritchard Sloan Jr., then-President and Chief Executive Officer of the General Motors Corporation, the Foundation makes grants in support of original research and education in science, technology, engineering, mathematics and economic performance: www.sloan.org
Download of PDF of this press release: DMPT2_PressRelease_2013-01-14
DMPTool maintenance extended, Saturday Jan 12
The maintenance to the DMPTool has been extended until 5:00pm PST (2013-01-13 01:00 UTC). We apologize for the inconvenience.