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| 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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| 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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| 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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| 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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| 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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| 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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| 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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| 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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| 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
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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| Present: Jane Fry, Jon Johnson, Amber Leahey, Dan Smith, Mary Vardigan
Short-term goals -- Summer 2015 (#1 and #2 below are prioritized)
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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