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Logistics for Webinar
You must call in for audio:
866-740-1260 access code 9870179#
Participants muted
Ask questions in chat any time
20 minutes for Q&A
Recording & slides, schedule of webinars:
blog.dmptool.org/webinar-series
DMPToolWebinar Series 9:Talking Points for Stakeholder Meetings
Sponsored by IMLS
27 August 2013
Talking Points for
Institutional
Stakeholders
FromFlickr–Username:wonderferret
Dan Phipps | @ItsDanPhipps
University of CaliforniaCuration Center, California Digital Library
DMPToolWebinar Series 9:Talking Points for Stakeholder Meetings
Sponsored by IMLS
27 August 2013
28 May Introduction to the DMPTool
4 June Learning about data management: Resources, tools, materials
18 June Customizing the DMPTool for your institution
25 June Environmental Scan:Who's important at your campus
9 July Promoting institutional services; EZID Outreach Made Simple!
16 July Health Sciences & DMPTool - Lisa Federer, UCLA
23 July Digital humanities and the DMPTool - Miriam Posner, UCLA
13 Aug Data curation profiles and the DMPTool – Jake Carlson, Purdue
27 Aug Talking Points for Meeting with Institutional Stakeholders
24 Sept Beyond Funder Requirements: More Extensive DMPs
15 Oct Other tools and resources that work with/complement the DMPTool
5 Nov Case studies – How librarians have successfully used the tool
TBD Outreach Kit Introduction
blog.dmptool.org/webinar-series
Road Map
Goals of this Webinar
Collaboration Overview
Self Assessment and
Outreach Planning
Talking Points and Other
Outreach Materials
ExampleTalking Points
Source:Flickr|Moyan_Brenn
Webinar Goals
• Provide follow-up to
Environmental Scan
Webinar
• Give overview of
outreach basics
• Highlight useful
techniques and
materials
• Resources: example
talking points
documentation
From Flickr by Charlie Bird
Remember the Environmental Scan
Webinar?
• Formal assessment
though Informal
contacts
• Libraries: Neutral,
Service-Oriented,
relationship building
• Understand the
elements of your
institution
• Learn more:
blog.dmptool.org/webinar-series
Where can I find these Resources?
https://bitbucket.org/dmptool/main/wiki/Materials
FromFlickrbydayland
Road Map
Source:Flickr|Moyan_Brenn
Goals of this Webinar
Collaboration Overview
Self Assessment and
Outreach Planning
Talking Points and Other
Outreach Materials
ExampleTalking Points
Collaboration is Important
From Flickr by Robotconscience, ILRI,
Musgo Dumio_Momio, brewbooks,
intelfreepress, signalpad
“Yes, Librarians work with Data”
• Remember: some
people still associate
libraries with books…
and books only
• Be prepared to explain
that you deal in all forms
of information
• Some may not even be
aware of the problems
that you are able to
solve
• If so: that’s where you
start!
Source: Flickr Username: feuilllu
Librarian Mandate: Collect,
Coordinate Resources
Image Source: Flickr Username: chrispederick, tusnelda;
Thought experiment source: Suzanne Briet
Collaboration Components
• Self assessment
What are you already
doing?
• List of goals
What should you be doing?
• Outreach plan
How are you going to do it?
• Develop materials
With what?
Source: Flickr Username: andertoons-cartoons.Captain Planet © 1990 ProgramTBS Productions, Inc. and DIC Enterprises, Inc.
Libraries are the natural group to
coordinate and collate data
management resources.
Source:Flickr.Username:billrdio
Where to Make Contact:
• InformationTechnology
• Grants Administration & Support
• DepartmentAdministrators
• Large Project Administrators and Researchers
• Graduate Students and Postdocs
• Other Librarians
Road Map
Source:Flickr|Moyan_Brenn
Goals of this Webinar
Collaboration Overview
Self Assessment and
Outreach Planning
Talking Points and Other
Outreach Materials
ExampleTalking Points
Using your Environmental Scan
• Avoid duplicating effort
• Highlight gaps in
service
• Set goals that can
reasonably be achieved
What can we do alone?
Where do we need help?
• Start making materials!
commons.wikimedia.org/wiki/File:Welcome_mat_2.jpg
Self Assessment:AnswerThese
Questions
• What services are you
providing?
• What long term goals
already exist?
• What can you handle
internally?
• What can you
contribute to those you
can’t?
http://en.wikipedia.org/wiki/File:Gorshinriddler.JPG
LongTerm Planning:Time
• It’s about the big
picture, not the details
• Set monthly/weekly
goals, not specific dates
• Work backwards from
your major goals
• Be prepared to edit
http://en.wikipedia.org/wiki/File:GanttChartAnatomy.svg
http://commons.wikimedia.org/wiki/File:Paul_Signac_Femmes_au_puits_1892d%C3%A9tailcouleur.jpg
ShortTerm Planning:
Urgency/Importance
Important/Urgent
Grant deadlines
Upcoming meetings
Answering patron questions
Important/ Not Urgent
Organizing/infrastructure
Creating resources
Conference planning
Not Important/Urgent
Paperwork
Daily obligations
Cleaning the break room fridge
Not Important/ Not Urgent
Pet projects
Things you don’t actually have
to do (But maybe you want to)
Road Map
Source:Flickr|Moyan_Brenn
Goals of this Webinar
Collaboration Overview
Self Assessment and
Outreach Planning
Talking Points and Other
Outreach Materials
ExampleTalking Points
The Elevator Pitch
• Fast overview of how
your organization
addresses a problem
• Helps you capitalize
on unexpected
opportunities
Source: Flickr.Username: brizzlebornandbred
Research:Answer these Questions
• Do they have a stake in
data services?
• Do you know anyone
who can help you set up
a meeting?
• What are your goals for
this meeting?
• What happens if these
goals aren’t met?
Source:Flickr.Username:hollyoak-smith
Talking Points:Tools for Getting the
Most out of Meetings
Useful For:
• Staying on Message
• Having Relevant Facts
on Hand
• Making Sure your Main
Points are Addressed
Source:Flickr.Username:Pamhule
Talking Points: Format
• NOT a script
• Short, to the point
bullets
• Keep it to one page,
easy to access
• For internal use only:
format however is
easiest for you
Source: Flickr. Username: ludiecochrane
Outreach Materials: Early and Often
• Outreach Plans,Talking
Points, and Elevator
Pitches
• Physical materials
(handouts, posters)
raise awareness
• Always be
collaborating: can
complicate individual
projects, but build
bridges for later
Source:Flickr.Username:Jenosaur
Road Map
Source:Flickr|Moyan_Brenn
Goals of this Webinar
Collaboration Overview
Self Assessment and
Outreach Planning
Talking Points and Other
Outreach Materials
ExampleTalking Points
Audiences
• IT Group
• Grants Office
• Department
administrators
• Data manager/large
research project
manager
• Other librarians
• Grad students,
postdocs, PIs
• Undergrads
Source: Flickr. Username: stijnbokhove
IT Group
• Possible goals: Setting
up data repository,
supporting data
management tools
• Useful data: Usage
statistics, technical
requirements
• Pain point: Long-term
maintenance required
Source: Flickr. Username: redherring1up
Grants Office
• Possible goals:
Outreach assistance,
supporting DMP
creation
• Pain points: Librarians
typically not involved
• Useful data: White
House/funder support
of data plans increasing
Source: Flickr. Username: doug88888
DepartmentAdministrator
• Possible goals:
Outreach
• Pain points: May not
prioritize data
management
• Useful data: Data use
among students &
researchers; Increased
support from funders
Source: Flickr. Username: nasa_goddard
Data Manager/Large Project Research
Manager
• Possible goals:
Outreach
• Pain points: May be
secure in funding w/o
DMPs; don’t want to
allocate time/funds to
data management;
privacy concerns
• Useful data: Data
citation information,
data access information
Source:Flickr.Username:argonne
Other Librarians
• Possible goals:
Undertaking more
ambitious projects,
Establishing data services
• Pain points: Outside
specialization, typical
role. Lack of top-down
support
• Useful data: Usage stats,
funding opportunities,
Informatics in Library
Schools
Source: Flickr. Username: digitalnc
Grad Students/Postdocs
• Opportunities: Data
acquisition, outreach
• Pain points:
Misunderstanding
librarian’s role, data’s
role
• Useful data: on-
campus resources; data
access; data citation
information; data
access information
Source: Flickr. Username: kaakati
The DMPTool’s Role
The DMPTool
gets you
involved here… …so you’re already at the
table here!
Summary
• It takes time, and doesn’t always work, but
collaborate projects can accomplish a lot
• Effective collaboration isn’t hard, but requires
preparation
• Engaging in these practices is an investment
in the long-term future of the library at your
institution.
TP Resources
Bang!
https://bitbucket.org/dmptool/main/wiki/Materials
blog.dmptool.org/webinar-series
28 May Introduction to the DMPTool
4 June Learning about data management: Resources, tools, materials
18 June Customizing the DMPTool for your institution
25 June Environmental Scan:Who's important at your campus
9 July Promoting institutional services; EZID Outreach Made Simple!
16 July Health Sciences & DMPTool - Lisa Federer, UCLA
23 July Digital humanities and the DMPTool - Miriam Posner, UCLA
13 Aug Data curation profiles and the DMPTool – Jake Carlson, Purdue
27 Aug Talking Points for Meeting with Institutional Stakeholders
24 Sept Beyond Funder Requirements: More Extensive DMPs
15 Oct Other tools and resources that work with/complement the DMPTool
5 Nov Case studies – How librarians have successfully used the tool
TBD Outreach Kit Introduction
Email
Twitter
Blog
Facebook
uc3@ucop.edu
daniel.phipps@ucop.edu
@TheDMPTool
blog.dmptool.org
Facebook.com/DMPTool
Questions?

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DMPTool Webinar 9: Talking Points for Institutional Stakeholders

  • 1. Logistics for Webinar You must call in for audio: 866-740-1260 access code 9870179# Participants muted Ask questions in chat any time 20 minutes for Q&A Recording & slides, schedule of webinars: blog.dmptool.org/webinar-series DMPToolWebinar Series 9:Talking Points for Stakeholder Meetings Sponsored by IMLS 27 August 2013
  • 2. Talking Points for Institutional Stakeholders FromFlickr–Username:wonderferret Dan Phipps | @ItsDanPhipps University of CaliforniaCuration Center, California Digital Library DMPToolWebinar Series 9:Talking Points for Stakeholder Meetings Sponsored by IMLS 27 August 2013
  • 3. 28 May Introduction to the DMPTool 4 June Learning about data management: Resources, tools, materials 18 June Customizing the DMPTool for your institution 25 June Environmental Scan:Who's important at your campus 9 July Promoting institutional services; EZID Outreach Made Simple! 16 July Health Sciences & DMPTool - Lisa Federer, UCLA 23 July Digital humanities and the DMPTool - Miriam Posner, UCLA 13 Aug Data curation profiles and the DMPTool – Jake Carlson, Purdue 27 Aug Talking Points for Meeting with Institutional Stakeholders 24 Sept Beyond Funder Requirements: More Extensive DMPs 15 Oct Other tools and resources that work with/complement the DMPTool 5 Nov Case studies – How librarians have successfully used the tool TBD Outreach Kit Introduction blog.dmptool.org/webinar-series
  • 4. Road Map Goals of this Webinar Collaboration Overview Self Assessment and Outreach Planning Talking Points and Other Outreach Materials ExampleTalking Points Source:Flickr|Moyan_Brenn
  • 5. Webinar Goals • Provide follow-up to Environmental Scan Webinar • Give overview of outreach basics • Highlight useful techniques and materials • Resources: example talking points documentation From Flickr by Charlie Bird
  • 6. Remember the Environmental Scan Webinar? • Formal assessment though Informal contacts • Libraries: Neutral, Service-Oriented, relationship building • Understand the elements of your institution • Learn more: blog.dmptool.org/webinar-series
  • 7. Where can I find these Resources? https://bitbucket.org/dmptool/main/wiki/Materials FromFlickrbydayland
  • 8. Road Map Source:Flickr|Moyan_Brenn Goals of this Webinar Collaboration Overview Self Assessment and Outreach Planning Talking Points and Other Outreach Materials ExampleTalking Points
  • 9. Collaboration is Important From Flickr by Robotconscience, ILRI, Musgo Dumio_Momio, brewbooks, intelfreepress, signalpad
  • 10. “Yes, Librarians work with Data” • Remember: some people still associate libraries with books… and books only • Be prepared to explain that you deal in all forms of information • Some may not even be aware of the problems that you are able to solve • If so: that’s where you start! Source: Flickr Username: feuilllu
  • 11. Librarian Mandate: Collect, Coordinate Resources Image Source: Flickr Username: chrispederick, tusnelda; Thought experiment source: Suzanne Briet
  • 12. Collaboration Components • Self assessment What are you already doing? • List of goals What should you be doing? • Outreach plan How are you going to do it? • Develop materials With what? Source: Flickr Username: andertoons-cartoons.Captain Planet © 1990 ProgramTBS Productions, Inc. and DIC Enterprises, Inc.
  • 13. Libraries are the natural group to coordinate and collate data management resources. Source:Flickr.Username:billrdio
  • 14. Where to Make Contact: • InformationTechnology • Grants Administration & Support • DepartmentAdministrators • Large Project Administrators and Researchers • Graduate Students and Postdocs • Other Librarians
  • 15. Road Map Source:Flickr|Moyan_Brenn Goals of this Webinar Collaboration Overview Self Assessment and Outreach Planning Talking Points and Other Outreach Materials ExampleTalking Points
  • 16. Using your Environmental Scan • Avoid duplicating effort • Highlight gaps in service • Set goals that can reasonably be achieved What can we do alone? Where do we need help? • Start making materials! commons.wikimedia.org/wiki/File:Welcome_mat_2.jpg
  • 17. Self Assessment:AnswerThese Questions • What services are you providing? • What long term goals already exist? • What can you handle internally? • What can you contribute to those you can’t? http://en.wikipedia.org/wiki/File:Gorshinriddler.JPG
  • 18. LongTerm Planning:Time • It’s about the big picture, not the details • Set monthly/weekly goals, not specific dates • Work backwards from your major goals • Be prepared to edit http://en.wikipedia.org/wiki/File:GanttChartAnatomy.svg http://commons.wikimedia.org/wiki/File:Paul_Signac_Femmes_au_puits_1892d%C3%A9tailcouleur.jpg
  • 19. ShortTerm Planning: Urgency/Importance Important/Urgent Grant deadlines Upcoming meetings Answering patron questions Important/ Not Urgent Organizing/infrastructure Creating resources Conference planning Not Important/Urgent Paperwork Daily obligations Cleaning the break room fridge Not Important/ Not Urgent Pet projects Things you don’t actually have to do (But maybe you want to)
  • 20. Road Map Source:Flickr|Moyan_Brenn Goals of this Webinar Collaboration Overview Self Assessment and Outreach Planning Talking Points and Other Outreach Materials ExampleTalking Points
  • 21. The Elevator Pitch • Fast overview of how your organization addresses a problem • Helps you capitalize on unexpected opportunities Source: Flickr.Username: brizzlebornandbred
  • 22. Research:Answer these Questions • Do they have a stake in data services? • Do you know anyone who can help you set up a meeting? • What are your goals for this meeting? • What happens if these goals aren’t met? Source:Flickr.Username:hollyoak-smith
  • 23. Talking Points:Tools for Getting the Most out of Meetings Useful For: • Staying on Message • Having Relevant Facts on Hand • Making Sure your Main Points are Addressed Source:Flickr.Username:Pamhule
  • 24. Talking Points: Format • NOT a script • Short, to the point bullets • Keep it to one page, easy to access • For internal use only: format however is easiest for you Source: Flickr. Username: ludiecochrane
  • 25. Outreach Materials: Early and Often • Outreach Plans,Talking Points, and Elevator Pitches • Physical materials (handouts, posters) raise awareness • Always be collaborating: can complicate individual projects, but build bridges for later Source:Flickr.Username:Jenosaur
  • 26. Road Map Source:Flickr|Moyan_Brenn Goals of this Webinar Collaboration Overview Self Assessment and Outreach Planning Talking Points and Other Outreach Materials ExampleTalking Points
  • 27. Audiences • IT Group • Grants Office • Department administrators • Data manager/large research project manager • Other librarians • Grad students, postdocs, PIs • Undergrads Source: Flickr. Username: stijnbokhove
  • 28. IT Group • Possible goals: Setting up data repository, supporting data management tools • Useful data: Usage statistics, technical requirements • Pain point: Long-term maintenance required Source: Flickr. Username: redherring1up
  • 29. Grants Office • Possible goals: Outreach assistance, supporting DMP creation • Pain points: Librarians typically not involved • Useful data: White House/funder support of data plans increasing Source: Flickr. Username: doug88888
  • 30. DepartmentAdministrator • Possible goals: Outreach • Pain points: May not prioritize data management • Useful data: Data use among students & researchers; Increased support from funders Source: Flickr. Username: nasa_goddard
  • 31. Data Manager/Large Project Research Manager • Possible goals: Outreach • Pain points: May be secure in funding w/o DMPs; don’t want to allocate time/funds to data management; privacy concerns • Useful data: Data citation information, data access information Source:Flickr.Username:argonne
  • 32. Other Librarians • Possible goals: Undertaking more ambitious projects, Establishing data services • Pain points: Outside specialization, typical role. Lack of top-down support • Useful data: Usage stats, funding opportunities, Informatics in Library Schools Source: Flickr. Username: digitalnc
  • 33. Grad Students/Postdocs • Opportunities: Data acquisition, outreach • Pain points: Misunderstanding librarian’s role, data’s role • Useful data: on- campus resources; data access; data citation information; data access information Source: Flickr. Username: kaakati
  • 34. The DMPTool’s Role The DMPTool gets you involved here… …so you’re already at the table here!
  • 35. Summary • It takes time, and doesn’t always work, but collaborate projects can accomplish a lot • Effective collaboration isn’t hard, but requires preparation • Engaging in these practices is an investment in the long-term future of the library at your institution.
  • 37. blog.dmptool.org/webinar-series 28 May Introduction to the DMPTool 4 June Learning about data management: Resources, tools, materials 18 June Customizing the DMPTool for your institution 25 June Environmental Scan:Who's important at your campus 9 July Promoting institutional services; EZID Outreach Made Simple! 16 July Health Sciences & DMPTool - Lisa Federer, UCLA 23 July Digital humanities and the DMPTool - Miriam Posner, UCLA 13 Aug Data curation profiles and the DMPTool – Jake Carlson, Purdue 27 Aug Talking Points for Meeting with Institutional Stakeholders 24 Sept Beyond Funder Requirements: More Extensive DMPs 15 Oct Other tools and resources that work with/complement the DMPTool 5 Nov Case studies – How librarians have successfully used the tool TBD Outreach Kit Introduction

Notas del editor

  1. Change Title, webinar #, and date in green text at top
  2. http://www.flickr.com/photos/jasonlparks/4253344038/
  3. Robotconscience, ILRI,MusgoDumio_Momio, brewbooks, intelfreepress, signalpad
  4. http://commons.wikimedia.org/wiki/File:Argument_about_icons_(Skylitzis_Chronicle).jpg
  5. Briet’s thought experiment: image source: chrispederick, tusnelda, http://pages.gseis.ucla.edu/faculty/maack/BrietPrePress.htm
  6. http://commons.wikimedia.org/wiki/File:Atencion2.gifWE KNOW - data management shouldn't be done "quick and dirty". It takes time. The DMPTool is a way to bring in researchers from your institution; you can then work with them during the planning and after the grant to implement good practices.
  7. Libraries have staff trained to handle informationData management requires specialized training, but builds on a foundation they understandLibraries are neutral – they exist to support all parts of the institution. Easier to step outside local politics.Libraries have a future as the destination for data. It makes sense for them to be involved in its creation.
  8. http://commons.wikimedia.org/wiki/File:Welcome_mat_2.jpg
  9. http://commons.wikimedia.org/wiki/File:Frown_(8187991157).jpg
  10. http://commons.wikimedia.org/wiki/File:%22Don%27t_Let_That_Big_Idea_Get_Away%5E_Write_it_Down_on_a_Suggestion_Blank.%22_-_NARA_-_514156.jpg