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Training Meeting

Feb 15 2017 – 11:15ET

1. DDI Intro videos
   1. Who is going to make these?
   2. Do we need to spend $, if so how much?
   3. Focus and topics (so far: what is ddi? what is metadata? what is xml?)

2. DDI Profiles

-Template review: User Profiles - template

-Organizations to highlight (ideas: MIDUS, CLOSER, World Bank ISHN, ICPSR, ODESI, Statistics Canada)

-by type of data: health, geospatial, survey

-gather enough and make a directory

-sign up

3. DDI training webinar series

Topics/use cases: Statistical agencies (how are they using DDI?) Libraries (how are libraries using DDI?)

-could focus on the functional areas, maybe a video to instruct people about how to do this

-try to re-purpose other training / workshops (Dan submitted for IASSIST, possibility there)

-do we want to focus on intro materials, showing results first, but also train people to do DDI

-Scenarios: As a manager, as a researcher, etc.

-simple dataset description for discovery

-using controlled vocabularies and DDI

-managing longitudinal data for reuse

To do: identify topics, identify people, go from there

Jane: suggest we put together an WG

Jared: example from MIDUS, showcasing tools, showcase the value of DDI, need more practical examples, reuse existing content, training videos -introductory & advanced (Jared and Jane to partner)

To do: put together a message to the community to invite people to contribute, target certain individuals to present (e-mail lists, newsletter) (Jane & Jared to lead this with the community)

Dan: documenting questionnaires, recording versioning between questionnaires, repeated data management and reuse of metadata (improving efficiency)

topics: brainstorm topics and put on the wiki and include a link to it for the community (Amber to do)

Jared to send link to Barry's presentation

Jane to start gdoc to have everyone contribute to the introductory (FAQ) videos

4. Annual report planning

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

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

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.

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.

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

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