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title2022


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titleMeeting Notes: October 04, 2022

2022-10-04 DDI-TG Agenda-Notes.docx


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titleMeeting Notes: September 06, 2022

2022-08-02 DDI-TG Agenda-Notes.docx


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titleMeeting Notes: August 02, 2022

2022-08-02 DDI-TG Agenda-Notes.docx


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titleMeeting Notes: July 05, 2022

2022-07-05 DDI-TG Agenda-Notes.docx


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titleMeeting Notes: July 05, 2022

2022-07-05 DDI-TG Agenda-Notes.docx


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titleMeeting Notes: June 07, 2022

June - Cancelled due to IASSIST


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titleMeeting Notes: May 03, 2022

2022-05-03 DDI-TG Agenda-Notes.docx


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titleMeeting Notes: April 05, 2022

2022-04-05 DDI-TG Agenda-Notes.docx


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titleMeeting Notes: March 01, 2022

2022-03-01 DDI-TG Agenda-Notes.docx


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titleMeeting Notes: February 01, 2022

2022-02-01 DDI-TG Agenda-Notes.docx


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titleMeeting Notes: January 11, 2022

2022-01-11 DDI-TG Agenda-notes.docx


...

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title2016


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title2016 08 24

Training / Marketing Meeting

Aug 24 2016 – 11:15EST


Webinar discussion:

-group discussed Barry /Jon's slides https://docs.google.com/presentation/d/18L3s2bIxhgH1nW0duwx9KLXHvuEQ3FGh5SYBbCVM8bU/edit#slide=id.p4

-Webinar to be held at ICPSR's Data Fair Week September 28th at 3pm EDT

-audience is mainly libraries

-good introduction to DDI

-group to record this and provide it on youtube / website for introduction to DDI


Next steps:

-Barry and Jared to finalize slides

-Jane to perform common look and feel edits

-presentation of webinar in late September

-communications and promotion ?

-Training to followup after webinar to discuss similar kinds of media for additional training for different audiences


End call




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title2016 11 16

Training / Marketing Meeting

Nov 16 2016 – 11:15EST

Videos discussion - DEFERRED

DDI Profiles

-these would be profiles of DDI use cases, could be organizations, data types, or by discipline

-showcase how DDI was being used, the version, tools utilized, functionality and use case that DDI enables / supports e.g. discovery, reuse of metadata, etc.

-Organizations/use cases interested in profiling: MIDUS, CLOSER, World Bank ISHN, ICPSR, ODESI

-by data type: social science, health data, geospatial data, etc.

-think about how we can gather these: conversations / consultation with groups, through the community

-Similar to Data Curation Profiles http://docs.lib.purdue.edu/dcp/vol4/iss1/

-Could build a DDI User Profile Directory

-gather DDI Profiles and User Profiles

To do:

1. Group to share this idea with the wider DDI Training Group and Marketing group to get feedback

2. Develop a template for these user profiles

3. Start gathering and compiling content

4. Start thinking about website layout and integration


DDI Training Repo

-suggested that we gather more training materials

-Jon suggested the World Bank / IHSN as a potential place to look at http://adp.ihsn.org/

-Also EUROSTAT has some content (Jon to send to Kelly)

-Call should be sent out to DDI Users list to gather more materials

-Amber to send Kelly the Nesstar videos produced by Jane

-Also there is a MOOC developed by the UNC folks


Talk on December 14th




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title2016 07 27

Training / Marketing Meeting

July 27 2016 – 11:15EST

Attendees: Jon Johnson, Amber Leahey, Jared Lyle, Jane Fry, Barry Radler, Ron Nakao

Regrets: Kelly Chatain, Michelle Edwards

Training Meeting

-General conversation about training role between Jon, Amber, Jared, and Jane before Marketing arrived

-discussed training focusing on specific tasks related to some aspects of the research data lifecycle, documenting questionnaires, and generating codebooks being the two big use cases, along with benefits for researchers: discovery, reusability, website visualization of data, etc.

-discussed how major archives and repositories might incentivize researchers to deposit their data with accompanying DDI Codebooks, or DDI pieces for example, and what would that get them?

-Opportunity to improve self-deposit model and make things more useful for researchers & repositories if DDI was incorporated in the research workflow better

-Jon mentioned badges

-Good organizations to showcase during training: ANDS, DANS, New Zealand, MIDUS, UK Data Archive, ICPSR, Scholars Portal

 

Training / Marketing Meeting

Website review

  • Review Kelly’s e-mails and discuss with Marketing priorities
  • Marketing priorities
    • Make ‘how to get started’ content more prominent on the site
    • Add ‘Ask an expert’ button and it can go to either a group of people or the ddi-expert list
    • Improve the ‘what is DDI’ section to include something about it being a metadata standard for “surveys” specifically

 

Action item: Review these with Kelly for the website

Audience: general

Timeline: before September ideally


Introductory video

  • Discussed the need for something at conferences
  • Also a need for an introductory video on the website
  • Already some materials available from Marketing and Training, could be combined
  • Marketing key messages for why DDI:
    • Adopting effenciency in the workflow
    • Do not use the word metadata
    • Resuable codelists, questions, etc.
    • Machine-machine interaction to enable all the systems and tools to talk to one another; showed system interaction diagram for survey managers
    • Tools; tools website great need to showcase more
    • DDI is an open standard; and tools are available to meet your needs both open and free and some commercial options
    • Action item: Barry and Jon to take the lead on this for Marketing/ Training
    • Audience: General (highlighting use cases for survey managers, repositories, and researchers)
    • Timeline: 1-month and review period


Webinar and training ideas

  • Identified that survey managers, and large surveys, e.g. government or other agency types are going to be our biggest opportunity for training and new membership
  • Jared mentioned that ICPSR is hosting a webinar series during the ICPSR Data Fair week in September
  • Group agreed perhaps focusing on the ICPSR audience and webinar would be best to start with since it is coming up
  • September 28th at 3:00 EST is the open time slot
  • Discussed ideas about what the webinar would entail
  • Incorporating ICPSR into the webinar would be nice
  • ‘under the hood to ICPSR’ would be nice to showcase
  • Also appeal to archives, repositories
  • Could also bring in MIDUS and discuss how documenting data, questionnaires, makes it easier to find and use data
  • Webinar could be an introduction to DDI, showcasing ICPSR’s DDI powered workflow, and discussing how researchers or other large surveys and repositories might adopt DDI to improve their systems
  • Before and after scenarios work nicely for impact factor
  • Benefits to researchers : Data citations, reusable documentation, discoverability, etc.

Action items:

  • Group to confirm with Jared possibility of conducting webinar in September;
  • Group to hold another joint meeting in August (Amber & Barry to organize);
  • Barry and Jon to provide preliminary DDI introductory content to group in 1-months’ time (end of August)

End call




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title2016 06 29

Training Meeting

June 29

Present: Amber Leahey, Kelly Chatain, Michelle Edwards, Jane Fry, Achim Wackrow, Dan Smith, Jon Johnson, Jared Lyle

Agenda

  • Discussion + priorities for next 3 months

  • Focus on updating the website (Dan)

    • Action: Everyone to review sections of the website (training specifically), and report to Kelly. Amber to setup space for feedback on the wiki.

  • Afterwards, focus on making a video and perhaps combining effort with Marketing to produce a set of slides for conferences, and a introductory video for the website.

      • Action: Amber to reach out to Barry to plan July meeting
  • Next 6 months plan should begin to be thought about (Jared)

  • Hire a student to help, or perhaps get a professional (Jon, Michelle)

      • Action: Group to evaluate options for video making after at next call
 

Meet July 27th at 11EST 




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title2016 03 09

Training Meeting

March 09 2016


Present: Amber Leahey, Kelly Chatain, Michelle Edwards, Jane Fry, Achim Wackrow, Dan Smith, Jon Johnson

Regrets:


Agenda

  • Approval of past minutes

  • NADDI Presentation (Michelle, Kelly, all)

    • Kelly added survey responses and some other stuff to the wiki space NADDI Presentation and Survey

    • Michelle and Kelly met yesterday and are working on the analysis and presentation

    • Kelly suggests we look at the open-ended responses

    • Michelle suggests that we make the presentation open-ended; offering an opportunity for the audience to participate in the implementation of changes to the website

    • We want to get more perspectives from outsiders, not members from the DDI Alliance

    • Barry mentioned that some faculty perspectives are useful 

    • Kelly to send out final responses on March 14th to all Marketing and Training Group ; initial responses not analysed; some initial recommendations around the open-ended responses

    • Kelly and Michelle to send presentation and group to send feedback by 

    • March 23rd meeting cancelled

  • DDI Website Survey Responses (Kelly, all)

    • Not a representative sample; noted

    • Will be incorporating Google Analytics results into presentation / analysis

    • Kelly to send out final responses on March 14th 

  • Reusable and structured documentation on DDI (training) (Achim)

    • field level

    • planning for workshop that would include members from training, marketing, moving forward ; kickoff would be in fall at Dagsthul

    • Achim approached moving forward group and there is positive feedback

    • Planning for workshop is underway; starting to describe this project and need, and Achim will let us know more about that

    • Workshop will be exploration approach again, some external members, and workshop would be including more members from working groups

    • 2 weeks Oct 24th - October 28 - workshop;

    • Workshop meant to build structured documentation for DDI 4 and for other versions; hope to be version independent

    • Achim to develop workshop goals; list of experts to send invitations to; the participants would come from different perspectives / use cases: training for different purposes e.g. 1 week or 1 day training / online training / marketing

    • Barry and Achim can coordinate planning for description of overall branding and goals for DDI and training

    • Achim to give us more information as it becomes available;

    • Funding should first be sought from the individual institution, and there may be an opportunity to apply for funding from DDI


Dan is doing Colectica training in Paris next week, and there is a workshop planned for NADDI! Yippee






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title2016 02 24

Training Meeting

February 24 2016


Present: Amber Leahey, Kelly Chatain, Michelle Edwards, Jane Fry, Achim Wackrow

Regrets:Dan Smith, Jon Johnson


  • Approval of past minutes
  • NADDI DDI Website Survey Presentation (Michelle)

    • survey responses & google analytics (Kelly)
      • 35 responses so far
      • 26 emails that are willing to be contacted for further testing
    • Send out reminder next Tuesday March 1st (Kelly)

    Michelle: overall view of responses, simple stats, google analytics stats, audience feedback, planning for implementing feedback; next steps

    • Jane: Also incorporate goals of the training group, website plans
    • Plan for follow up with 26 individuals, qualitative testing, etc. after NADDI
    • To do: Kelly and Michelle to work on the analysis and presentation
    • Michelle to send out draft presentation
    • March 9th Survey call


  • GLBPM and DDI Overview Diagram (Michelle and Jon)
    • Michelle to get Visio installed; postponed
  • Getting Started Guides review
    • maybe someone from the survey feedback can review some content
    • wait on getting someone from outside DDI
    • after NADDI
  • DDI Intro Video
    • Check with Marketing about whether they are working on something similar
    • Presentation slides available for reuse
    • ICPSR videos look nice, what are they using?
    • Have a joint meeting with marketing following the survey response presentation ; perhaps have a meeting with Marketing at NADDI
    • Amber to do: setup meeting with Barry and Wendy
  • Reusable documentation, glossary of terms, etc. & future training (Achim)
    • reusable documentation for different purposes; training material for different audiences
    • some tutorials and training material has been produced, but usually for one audience type, often technical
    • Training should be developed after the modelling is done; use cases, glossary of terms, better understanding across different domains
    • also need some marketing materials 
    • We could have a group working on training with the DDI 4 working group; invite external experts; members from DDI working groups; documentation working group
    • Tools are important to learning /using DDI 
    • Daghstul Training could allow for a separate working group about structured and reusable training (October 2016)
      To do: Achim to plan for a proposal for this training with Advisory Group


  • Other items
  • Working with other committees including Marketing
    • Touch base with Barry about survey





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title2016 01 27

Training Meeting

Jan 27 2016


Present: Amber Leahey, Kelly Chatain, Michelle Edwards, Jane Fry, Jon Johnson, Achim Wackrow,

Regrets: Dan


  • Approved past minutes
  • DDI Lifecycle Diagram
    -looking at the old DDI Lifecycle Diagram on the site, the group agrees that we should update it and perhaps begin to think about ways to update it using the GLBPM and the DDI Moving Forward Overview
    -We want to provide people with a big picture overview that is interactive and useful for different functional role / perspectives e.g. Archives
    -The Getting Started Guides do approach different functional views of DDI, this can be enhanced by actually pointing to DDI elements / versions of DDI MOST useful in these use cases
    -DDI Moving Forward is really about packaging up different views of DDI, some elements are repeated throughout - how can we visually represent this for training purposes?
    -The highlighting of most useful elements by view is really useful and can be expanded on for training purposes
    -Some views / profiles already exist to draw on, we may also want to partner with an outside organization to get feedback on this and also the Getting Started Guides
  • We should combine the GLBPM and DDI Overview diagrams to develop a highlevel DDI diagram that represents the detailed tasks / elements as well as repeated elements, DDI versions, and views! Big task
    Lead: Michelle and Jon to take a first go at this!
  • Possibly also look at asking a department / outside organization to review the Getting Started guide content to improve it?
    • Add more DDI elements / version information to the guides


Survey

  • Kelly put together the online survey available here

    https://umich.qualtrics.com/SE/?SID=SV_41IbuXVobA5dPmt

  • Group discussed some minor changes and additions to the survey; Kelly to incorporate
  • Survey to go out beginning of February through the DDI Newsletter, and IASSIST and DDI listervs; Kelly to draft and send out
  • Survey to stay up for about a month; group to keep an eye on how things go.

    Next meeting tentatively scheduled for February 10th, 2016; Amber to send out message beforehand. 

Thanks!




...

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title2015


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title2015 12 09

Training Meeting
December 9, 2015

Present: Amber Leahey, Kelly Chatain, Michelle Edwards, Jane Fry


Enhanced DDI Lifecycle Diagram (Dan) - deferred

 -some discussion about lifecycle diagram options

 -Michelle to share


Other reports? Training events, website etc.?

Website

  • improvements for getting started and training library area of the website

  • add metadata to the site, such as groups or categories (audience type, etc.) to the training library content

  • Update the training library with new content (MOOC from North Carolina Chapel Hill, CRADLE; Kelly to send to group)

  • Getting Started

  • Update Profiles on the website to incorporate other organizational profiles, Roper? CLOSER-UK, Others? Kelly to draft message to DDI-users

  • Who is going to maintain the website? Need to identify editors for different sections. Kelly to identify the editors to get started.

  • Open the site for comments


Wiki

 -Migration of content, minutes in a page

 -Kelly to migrate content

 -Moving forward we can collaborate on wiki space

Usability testing

 -survey on website (prompts, questionnaire? )

 -usability testing at NADDI 2016 - Michelle to draft and send

RDM Training?

 -some feedback from IASSIST 2015 Meeting


Meetings for DDI Training group

 -Next meeting on January 13th 11:00EST - 12:00pm

 -Keep every two weeks meeting schedule, but rotate weeks based on need


Video

-talk about at next meeting



2.   Moving forward

a.       Goals and Projects for 2016

                                                              i.   Review 2015 Goals



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title2015 10 28

Training Meeting
October 28, 2015

Present: Amber Leahey, Dan Smith, Mary Vardigan

Video

The group looked at the video that Amber's student Alexandre produced, which is attached. It is very nice but Amber was disappointed in the sound quality. It also felt a bit rushed, and they had trouble using Camtasia.

An alternative would be using iMovie. The group looked at a video that ICPSR produced using that software:

https://www.newschallenge.org/challenge/data/entries/data-driven-journalism-a-portal-for-finding-truth-in-finding

We might be able to repurpose the script and images of the Camtasia video into something more like the iMovie example without a voiceover.

Clickable Lifecycle Diagram

The group also talked about integrating our traditional lifecycle model (http://www.ddialliance.org/training/why-use-ddi) with some of the more fine-grained steps of the Generic Longitudinal Business Process Model (GLBPM), which can be found in the paper at: http://dx.doi.org/10.3886/DDILongitudinal05 on page 7. Dan will start this activity for us.



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title2015 07 08

Present: Kelly Chatain, Jane Fry, Jon Johnson, Dan Smith, Mary Vardigan


The meeting participants discussed different approaches to training, including whether to break up a 2013 slide deck into component parts or just to offer the training as it is. It was noted that we need to create our own materials, which should have clear pedagogical goals, but at the same time we want to provide access to materials created by others.


The group also reviewed a new content type for training materials. The type includes title, author, abstract, skill level, course topic, and DDI version targeted. Also discussed was whether we should categorize training as beginner/advanced or archivist/developer, etc.


In addition, the DDI graphic showing metadata accumulating over time was reviewed. The group thought we might position it in the Getting Started section and link from it. This will require redoing the graphic, which needs to be done anyway to use the new colors and logo.

 


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title2015 06 24

Present: Kelly Chatain, Jane Frye, Amber Leahey, Dan Smith, Mary Vardigan


Kelly Chatain, coordinator of the new DDI website, joined the meeting to talk about content for the training section of the website, which includes Getting Started with DDI, Training Library, and Upcoming Workshops. The goal is to populate the Training Library with slides from trainings, videos, tools links, etc. Upcoming conferences has a focus on EDDI, NADDI, and IASSIST but other conferences with DDI content, like ESRA and the ICPSR Summer Workshop on Curation, should be added as well.


The group reviewed the Getting Started content and the template for this information:


https://docs.google.com/document/d/1_qBpqUscyINyl6HmDA2QSm-w-uBlstzs70XiswLFSlo/edit#


LOCAL COPY: Getting Started Guide draft 1


Assignments were made so that people could take various tasks, e.g., Create a Codebook, and fill in the needed text. This should be done in two weeks, by the next meeting on July 8.


In terms of the Training Library, we will need to collect new content. The deadline is a month from now (July 23) for this new content. We will want to have a new content type for this with properties of type (video, slides, etc.), ability level, topic, and audience. It should be possible to filter the training modules in these ways.


In terms of display the group looked at Pluralsight and the DCC Disciplinary Metadata pages for new ways to present the information. Both sites use boxes to delineate types of content, which we might also use.



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title2015 06 10

Present: Jane Fry, Jon Johnson, Amber Leahey, Mary Vardigan


Amber summarized the discussion at the Meeting of Members. She added some notes to the Training Plan:


Feedback from the DDI Meeting 06/01/2015


-incorporate training about using classification and controlled vocabularies

- training about reusing items

- provide working examples for developers

    -code space (github)

-incorporate use cases and user stories whenever possible “I want to:” etc.


-How can we present training for those doing research data management? Should we tailor language and tools specifically for RDM services etc.?


    -emphasize open access / open science

    -data management for librarians etc.?


-Eurostat has a number of DDI videos and training materials available (need to follow up with Arofan? need e-mail only have earth one)


-Incorporate an evaluation module into the training so that we can get feedback from users


-Promote and highlight the Dagsthul training, perhaps there could be some coordination with that?

    - events feed, promote DDI training workshops that are happening


-develop training that starts with data collection and questionnaires (e.g. Nooro tool > DDI integration)


Next steps:

-work with marketing and web group to get started on populating the website and using the shared message; summer 2015

-introduction video; summer 2015 (in-kind from SP, Carleton)

-Getting started guide

    - develop use cases

    - identify tools and workflows to highlight

    -formats?

-how do we want to accomplish this work ? We have access to $5000 for this kind of work.


The meeting participants thought there were good connections between the Training Group and the Marketing Group. Developing training materials for RDM was a key focus. Where does DDI fit into RDM services? Funding was approved for training-related activities.


It was pointed out that to kickstart the code sharing space, we should point to github repositories already up and running with code. We could prepare a catalog of githubs. Johan Fihn may be able to help us start this.


With respect to RDM, we might stack metadata training on the front of the UKDA’s standard researcher training on ReShare, the self-deposit site. ICPSR and UKDA could collaborate on this. Jon will stay in touch about this and attempt to make the training plug-able into any archive. This will be aimed at researchers. We need to think about what tools exist and are up to date. Some of the more open source tools might be upgraded. The Danish DDI Editor is now in 3.2. It is relatively streamlined and easy to use. Audiences react differently to the tools.


In Getting Started, we need to determine what people want to do. Document a questionnaire, a dataset, and basic questions about a study, you can do this in Colectica. This way the task is demonstrable. We can have Quick Guides to each of the tasks. We don’t need to talk about versions. The Marketing Group is pushing that we should talk about DDI itself rather than DDI Codebook or DDI Lifecycle. We can introduce use cases and say what we mean by documenting a questionnaire. These “how-tos” make sense as long as we explain them fully.


When it comes to which tool we use to showcase the development of DDI, we can work through multiple tools and provide options to people.


Actions: Mary will look again at the Getting Started Guide and make assignments. Amber will work on the video and Jane will review the script. Kelly to join a future call in the summer. John to work on the catalog of github repositories.



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title2015 03 18

Present: Jane Fry, Jon Johnson, Amber Leahey, Mary Vardigan, Jing Wu


DDI Publications Page Analysis


Jane looked at the whole Publications section of the website. The headers need to be clear, maybe through hovers. What does Working Papers mean? Working Papers are primarily grey literature and are sometimes used for large amounts of text that might not be allowed in a peer-reviewed publication. We should explain this somewhere.


How far back should we go in terms of resources as many of the current presentations and publications are quite old? Maybe a keyword search would enable finding them but not having to go through all the old ones. The DLI has a training repository that allow you to filter, facet, etc..


It was decided that we should go back to 2010 using Jing’s template for resources and then have a searchable archive going back further in time.


It was also decided that the Working Papers should be one heading with a conference/workshop facet, a date, a tag for which version of the standard referring to, etc. (see Jing’s template for details). We should impose some rules into the future so this doesn’t happen again.


We need formal Subject Headings and free tagging as well as a checkbox for the version of DDI that is applicable. Jon will come up with a vocabulary for the subject headings.


We will work with the Drupal developer to develop a form for data entry according to the template for resources that Jing has supplied.


Getting Started


The current guide is too detailed and technical for a getting started guide. We need to start from scratch with this. It is assumed that you know XML now, which is not appropriate.


Should this be really high level with recommended tools? Should we walk them through the tools? The audience is something to consider but also we need to think about which version of DDI we are talking about. We can have reference to older versions, but they shouldn’t appear prominently in the training. The first task is what do you want to do and what is the most appropriate version to use. Getting Started with Codebook is relatively straightforward. Nesstar and NADA cover most of the bases. Lifecycle is a different problem and can be broken down into functional things: are you documenting questionnaires or data or both together? For Lifecycle how can we present Getting Started without describing the detailed organization (logical product, etc.)?

We need background information about what is DDI and then the choice for which version to use. If you can convert Codebook to Lifecycle, does it make sense to completely separate the two versions, especially thinking about the plug and play approach in DDI4? Should we be recommending a version to start with?


If you want a catalog or want to describe a single wave of a study, you should use Codebook. There is an integrative vision for DDI4, but we can’t start with this now. DDI4 will be aimed at machine-actionable processing at least at first. There is an overlap with the longitudinal side of things. We should guide people based on their use cases. With the intros, we are asking people to specify where they are coming from. This is all DDI but they fulfill different needs.


We should take a look at Jane and John’s workshops and start to formulate an online Getting Started Guide, incorporating some to the content. The examples in the Getting Started guide (beginning a new project or encoding a legacy project) are good; we can keep this.


Jane will be fine-tuning her workshop for NADDI. Amber and Mary will keep working on the Getting Started guide.

 


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title2015 03 04

Present: Jane Fry, Jon Johnson, Amber Leahey, Dan Smith, Mary Vardigan, Jing Wu


Jing Wu joined the group to talk about the research she did on MOOCs for training sites. Most interfaces were simple and many had two column layouts, with facets on the left for filtering courses. We can use this format for our materials.


We could have sections in the Training Center on:


Introduction to DDI

--For Librarians

--For Researchers

Etc.


Getting Started (Amber will review what we have now and report on her findings and what we should do going forward.)


Training Library

-- Includes presentations and workshops organized in a way that makes sense, possibly according to skill level. We need to get updated content from IASSIST, EDDI, and NADDI 2014. (Jane will review and create more meaningful categories.)


Tools

-- Includes current tools search with updates (Dan will review the facets and content and come up with a plan to update the tool.)


FAQs


Another idea was raised -- that we have someone coordinate the presence of DDI on social media. This is something we should pursue.




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title2015 02 18

Present: Jane Fry, Jon Johnson, Amber Leahey, Mary Vardigan


The group reviewed the new introductory pages describing DDI for Librarians, Repositories and Archives, Managers, and Researchers. The point was made that this template is a good start but more is needed to show these audiences what is in it for them to adopt DDI.


Other points made:


  • Add “reusable” to the sentence: DDI's principal goal is making research metadata machine-actionable and reusable. This was done in the Managers page but not the others. For Librarians change this to “A key feature of DDI is that it makes research metadata searchable.”

  • Also add something on training for the Librarians page.

  • Add to links at the bottom some links to DDI Lifecycle uses (like CLOSER and MIDUS). Jane will relabel and reorganize the links to show different types of DDI usage.

  • The logical next step from these pages is to Getting Started information.

  • We now have some audience-focused content, but we also need to focus on the tasks to be done with DDI. DDI4 is taking this path. Mary will send the proposed DDI4 functional views framed out so far.

  • The DDI website team is working with Jing Wu at University of Mississippi on organizing the new training section of the site. Mary will put the Training Team in touch with Jing so that we can work on an outline and organization for the training section together. We will try to get Jing’s attendance at the next meeting.

  • The next meeting will be at 12:30pm on Wednesday, March 4.




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title2015 02 04

Present: Jane Fry, Jon Johnson, Amber Leahey, Dan Smith, Mary Vardigan



Introductory Module development


This may be modeled on these slides from the DDI trainers:


https://drive.google.com/open?id=0B5-J0U-5ZnEtaVdvSURWOWQ3RGs&authuser=0


And Jane’s introduction to ODESI: (just showing how we use Jing videos - YouTube -  to help users)


http://www.library.carleton.ca/help/odesi-how-to-use-odesi


We could start with a template. We can take all the work that has been done and repurpose it. We think about targeting different audiences with short, consistent introductions to DDI. There may be a need to create some new content in some cases. We could start with sections or topics that should be covered. Bringing tools in is a good idea as well, projects of interest also.


Audiences


  • Developers (Dan)

  • Managers (Mary)

  • Librarians (Jane)

  • Repository/archive managers (Amber)

  • Researchers/Data producers (Jon)


Or we could target this toward what people are interested in (getting started guides):


  • Surveys (Manage survey creation process, document the survey design specification)

  • Data harmonization

  • Data discovery and catalogs

  • Documentation and codebooks


Sections/Topics


What is DDI?

-- Vocabulary for describing surveys and datasets

-- Metadata standard for describing social and behavioral science data (not concise?)

-- Brief history (DDI Codebook and DDI Lifecycle with strengths of each)


From NADDI site: The Data Documentation Initiative (DDI) is an open metadata standard for describing data and data collection activities. DDI's principal goal is making research metadata machine-actionable. The specification can document and manage different stages of data lifecycles, such as conceptualization, collection, processing, analysis, distribution, discovery, repurposing, and archiving.


From Barry Radler:  The Data Documentation Initiative (DDI)is an open metadata standard     for describing data related to the observation and measurement of human behavior and characteristics. With origins in the quantitative social sciences, DDI is capable of being  used by researchers in other disciplines, and can document other types of data, such as social media, biomarkers, administrative data, and transaction data.

Originally expressed in XML, DDI is evolving as a model-based specification that can be implemented in a variety of technologies; DDI's principal advantage is making research metadata machine-actionable. The specification can document and manage different stages of data lifecycles, such as conceptualization, collection, processing, analysis, distribution, discovery, repurposing, and archiving.


Benefits (Incentivizing people to adopt and use DDI in a practical way with examples)

-- Reuse of metadata, streamlining of metadata


DDI Alliance (only relevant to certain audiences) -- Link to joining the Alliance; owned and developed by the people who use it (community orientation and international nature of it); highlight members that are relevant or similar to the audience; add map?


Recommended projects to check out


Recommendations for more information -- website


Ask an expert




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title2015 01 21

Present: Jane Fry, Jon Johnson, Amber Leahey, Dan Smith, Mary Vardigan


  • Break training into capabilities of the audience -- introductory, intermediate, developer

  • Simple introduction (librarian-focused) at the beginning is very helpful; make participants figure out the fields needed; nothing technical but differences between DDI Codebook and Lifecycle; Colectica gives several introductory webcasts that are not technical (these could be recorded and reused)

  • Some people only work with certain kinds of data and our training makes certain assumptions

  • Website could be clearer about where to find these resources; develop a training center where we could bring these things together; tools can be related here also

  • Other standards bodies -- CDISC has whole area devoted to education; online training courses (on-demand)

  • Web-based training in general is good -- a webinar series, for example

  • Videos are good also; video of data lifecycle?

  • Use diagram of life cycle and link resources to it and showcase those

  • DASISH -- An attempt to document questionnaires

  • There are tools that relate to particular stages of the life cycle; the existing database of tools doesn’t focus on this; we could redo it but keep full list

  • Training can demo some of the tools

  • Getting started with DDI requires tools

  • There is a barrier for those who don’t want to invest in a tool

  • We should be as open as possible

  •  Develop a validator? Should the Alliance build tools?

  • The days of teaching XML are over; this should not be the starting point of training, except for maybe in a developers session

  • What tool do you use to teach or illustrate what you are trying to do?

  • For DDI-approved training, this is an issue

  • There are very few tools that support 3.2 -- Colectica does

  • Put pressure on people who have 3.1 tools to upgrade to 3.2

  • Are there migration tools for 3.1 to 3.2? In our training, could we point to these?

  • Does the version of DDI matter? There is a need for training about how to choose the appropriate version


Short-term goals -- Summer 2015 (#1 and #2 below are prioritized)


  1. Online introductory module

-- Access to slides on DDI site

-- Request a DDI expert to join you and your team

-- Videos? Promotional or instructional?

-- We can record Webinars and people can access them later

-- ICPSR YouTube channel is an example of what we can do

-- DDI-branded introduction about why this is important

-- Can this be based on what Jane and Dan have done? Yes. They will share materials.

-- Jing videos (free version of Camtasia) and then export to Youtube

(Jane’s examples: http://www.library.carleton.ca/help/odesi-how-to-use-odesi)

-- Look at slides from Dagstuhl (Mary will share)

-- DDI in 60 seconds (video) as a promotional video

-- Then using other training materials develop an online introductory module


Set of use cases

-- Use cases related to incentivizing researchers to document data

-- Take small survey and show what DDI would offer you

-- Emphasize the benefits of the whole operation and show a concrete outcome

-- Wow factor: Generation of a readable codebook that can accompany a dataset


2. Online DDI Training Center on redesigned Website

-- Request a space for a training center

-- Gathering everything that exists now

-- Find other organizations’ materials on metadata and best practices for describing datasets


DDI Life Cycle tools list

-- Assemble tools and resources grouped by components of the life cycle

-- Students may help to assemble materials





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