Training Meeting September 27, 2017 -Recap on last meeting and topic of videos -Some mention of the need to address specific audiences -Researchers are an obvious group but more complex and diverse needs -Jared shared researcher blog http://cameronneylon.net/blog/as-a-researcher-im-a-bit-bloody-fed-up-with-data-management/ -Researchers are confused; researchers need tools that use DDI; how can we engage with tool developers? -Need more focus on developer training; could target developers specifically -New best practices guide for DDI 3.2 https://www.ddialliance.org/explore-documentation > https://www.ddialliance.org/sites/default/files/DDI%203.2%20Best%20Practices_0.pdf now available on the website -Some organization have a list of implementers http://www.triple-s.org/software/implementers/ , should adapt the DDI adopters space https://www.ddialliance.org/ddi-adopters to reflect this kind of approach in software development -Changing the Getting Started guide section heading to target developers needs: “Getting Started by DDI Version” changed to “Getting Started for Developing with DDI” or something similar-Group agreed this would be a good approach -Reaching out to the DDI developer community might give us a better sense of needs , willingness to help with developer specific training, etc. -Similarly, promoting upcoming training workshops would be helpful. Next meeting tbd ; aummary and call for scheduling to be sent by Amber |
Training Meeting Feb 15 2017 – 11:15ET
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 / 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 |
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 |
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
Action item: Review these with Kelly for the website Audience: general Timeline: before September ideally Introductory video
Webinar and training ideas
Action items:
End call |
Training Meeting June 29 Present: Amber Leahey, Kelly Chatain, Michelle Edwards, Jane Fry, Achim Wackrow, Dan Smith, Jon Johnson, Jared Lyle Agenda
Meet July 27th at 11EST |
Training Meeting March 09 2016 Present: Amber Leahey, Kelly Chatain, Michelle Edwards, Jane Fry, Achim Wackrow, Dan Smith, Jon Johnson Regrets: Agenda
Dan is doing Colectica training in Paris next week, and there is a workshop planned for NADDI! Yippee |
Training Meeting February 24 2016 Present: Amber Leahey, Kelly Chatain, Michelle Edwards, Jane Fry, Achim Wackrow Regrets:Dan Smith, Jon Johnson
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Training Meeting Jan 27 2016 Present: Amber Leahey, Kelly Chatain, Michelle Edwards, Jane Fry, Jon Johnson, Achim Wackrow, Regrets: Dan
Survey
Thanks! |
Training Meeting 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
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 |
Training Meeting 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. 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. |
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. |
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.
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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.
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Present: Jane Fry, Jon Johnson, Amber Leahey, Mary Vardigan, Jing Wu DDI Publications Page AnalysisJane 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 StartedThe 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. |
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. |
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:
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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):
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
Short-term goals -- Summer 2015 (#1 and #2 below are prioritized)
-- 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 |
Present: Amber Leahey, Mary Vardigan This was in informal discussion of DDI training. It was pointed out that current DDI training is not targeted to the right audiences. We need specific training for managers, for instance. We also need to redo the Web site to help people understand DDI. Sometimes it feels like insider knowledge. We think coordination with other groups, including marketing / promotion, Dagstuhl training, and the website redesign team, would improve training opportunities for the DDI Alliance. Reuse training materials from the community: There is a new trainer, Jon Johnson, who will take part in the Dagstuhl training in October. After that, we need to involve him in the training group. Ideally, the slides from that training will be made available and we can start to use the slides to create different types of training, from a broad overview to an in-depth technical focus. Other DDI training materials may be available from previous workshops (ICPSR summer workshops for example) that can be reused with special permissions, if possible. Delivery: -webinars? -web materials /modules? -DDI and tools demos ? -DDI for different disciplines ? Communicating training materials / resources on the website: We need more information on the site about the benefits of using DDI and how to create DDI XML. Some general information about using DDI for a broad audience could benefit the community as well as a wider audience (researchers, managers, repositories, Librarians etc.). For example: Some people think DDI is too technical and want help in doing it properly: -How can we support them? Can we provide “good” DDI examples? -Improve the tree structure for both Codebook and Lifecycle versions? -How can these be made more accessible on the website? The effort of Jon Johnson and Louise Corti to provide a DDI profile for data collection may be the right direction to move in here. Other profiles can be developed and shared for reuse. We need to highlight tools like the XSLT tool that lets people submit XML and get codebooks back in different formats. (this is more of a marketing / promotional, but it can be used in training etc.) In general the Web site could be much more helpful in terms of training. Kelly Chatain is analyzing site content now and Amber is interested in working on the site as well. |