Training Working Group Meeting Notes

 Meeting Notes: November 07, 2023
 Meeting Notes: September 05, 2023
 Meeting Notes: February 07, 2023
 Meeting Notes: January 03, 2023
 Meeting Notes: December 06, 2022
 Meeting Notes: November 01, 2022
 Meeting Notes: October 04, 2022
 Meeting Notes: September 06, 2022
 Meeting Notes: August 02, 2022
 Meeting Notes: July 05, 2022
 Meeting Notes: July 05, 2022
 Meeting Notes: June 07, 2022

June - Cancelled due to IASSIST

 Meeting Notes: May 03, 2022
 Meeting Notes: April 05, 2022
 Meeting Notes: March 01, 2022
 Meeting Notes: February 01, 2022
 Meeting Notes: January 11, 2022
 Meeting Notes: November 5, 2021
 Meeting Notes: October 5, 2021
 Meeting Notes: September 7, 2021
 Meeting Notes: July 7, 2021
 Meeting Notes: June 1, 2021
 Meeting Notes: May 4, 2021
 Meeting Notes: April 6, 2021
 Meeting Notes: March 3, 2021
 Meeting Notes: February 2, 2021

DDI Training Working Group

Tuesday February 2, 2021

9-10.30 am (EST), 2 pm (UTC), 3 pm (CET), 4 pm (CAT/EET)


Group email alias: 

Group information and documents in Confluence

Group information and documents in Google

DDI Training Library: 

*Please ‘bold’ your name if you are here!

Present: Anja Perry (GESIS), Alina Danciu (Sciences Po), Arofan Gregory (Consultant), Dan Gillman (US Bureau of Labor Statistics), Jane Fry (Carleton U), Hayley Mills (CLOSER), Hilde Orten (NSD), Marta Limmert (Statistics Estonia)

Regrets:  Alexandre Mairot (Stethos France - Exastat), Chifundo Kanjala (London School of Hygiene & Tropical Medicine), Florio Arguillas (Cornell U), Kaia Kulla (Statistics Estonia), Jared Lyle (DDI Director),Knut Wenzig (German Institute for Economic Research), Lucie Marie (Sciences Po)

Chair: Jane Fry; Note taker - Hilde


1a Previous Meeting notes - January 12, 2021


1b. Discussion of sub-groups

  • Gap analysis sub-group suggestion 
    • declare it to be finished as a lot of information has already been gathered
    • Plans to join slide review group
  • Slide Decks Review sub-group needs more members
  • Training Opportunities sub-group needs more members
  • If you are not actively involved in a sub-group, please choose one!

Meeting note: Dan reported that only Kaia and himself were left in the Gap-analyses group. This group will join the Slide Decks Review sub-group, and Dan will inform Kaia about this. Hayley will send out invites for the joint group.

Taks for the joint Slide Decks Review group:

  • Collect exercises 
  • Decide which decks should be published next.

Meeting note: Hayley will provide a list of decks and send around. Arofan will provide input regarding priorities.

As we need new members we need to reach out to people and try to recruit new ones among new and old members.

1c. Lisencing and attribution

  • what was our final decision on it - we had a lot of discussion but …
  • the Executive wants to know before we finalize it
    • give them one week for comments

Meeting note: Hayley reports that no negative feedback has been received on how the CC BY license will be used on published decks. Arofan reports that participants from the Dagstuhl workshop in 2018 and the current training group have been credited in the slides he has been editing. Jane will create a summary about lisencing  and send to relevant DDI bodies.

2a Slide Decks Update (Arofan)

i. Abstracts - should be in the deck and on the website as a description of slides

    • Who to put them together?

Meeting note: Arofan plans to finish the decks the day after the meeting. He will also draft an abstract for each deck. He will provide the text and then we see later if the text should be in each slide deck or somewhere else.

ii. The exercise - was it resolved?

- Font is too small in the exercise and the exercise is incomplete; Arofan removed it from the slide deck but wants to add it in again. Solution: Anja, Alexandre and Alina will take a look at it.

Meeting note: Alina found the exercises from Dagstuhl and will add instructions. Alina will liaise with Arofan on this to make sure that the content of the exercises are in line with what is in the decks..

iii. What was the solution here?

  • One slide with animations from Hilde’s presentation did not go with the flow of the general presentation - some people suggested to get rid of it (Questions deck; currently it has been moved to the end of the slide deck)

Meeting note: Solution: Add a slide ahead of it that explains the reasoning for the slide in brief.

iv. What was the result here?

  • Should we have a separate slide deck dedicated to the definition of metadata. 

Meeting note: The deck developed by Dan and Kaia about ‘What is metadata’ covers this. Dan will provide the deck.

v. once they are all ready, let Jared know

    • The slide decks all need to be put into a new template. This will get rid of the various formatting issues that come from different people putting presentations together over the years. These formatting issues result in some of the slides nor presenting well. Jared will ask Shelly to put it on her tasks list. 
    • Who to put together a new template for Shelly to use?

Meeting note: Loren provided some templates. Can they be used? See  template slides and style guide in the GESIS Box, provided by Anja:

Arofan will check this out. If this can be used it can be sent to Shelly. 

2b Exercises

3 Reports from the sub groups

  • Webpage Update group (Marta) 
    • nothing since the last meeting
    • we will be back into our regular meetings every 2nd week - starting this week
    • stay tuned!

  • Training Opportunities group (Chair - Hilde)
  • Tutorials held in December at EDDI  (Jane and Benjamin - DDI intro, Arofan and Hilde - CDI, Achim - CDI technical on representations) and the FAIR convergence symposium (Arofan, Jane, Hilde - DDI intro).
  • Upcoming tutorials at conferences - CSDI workshop March 2021 - (Anja, Hayley, Hilde - pre-recorded session - DDI for Comparative surveys).
  • NADDI - deadline for abstracts is March 6th. Jane will check out if the conference will go virtual.
  • Individual training held: Arofan and Hilde met with Iris bras, researcher at the Elisabeth-TweeSteden Hospital in Tilburg. Topic: Data management plan for a clinical study on shared decision making in brain tumor patients. The project is a collaboration between Tilburg University and the Elisabeth-TweeSteden Hospital. Uses qualitative and quantitative data together. Arofan is following up on this in connection with qualitative data and will get in touch with Larry and other parties regarding this.
  • NADDI 2021: Abstract deadline 6th March. Jane will check up if the conference will be virtual. 
  • IASSIST 2021- Virtual - May 17-21; Workshops May 10-14 - joint IASSIST/CESSDA in person meeting in Gothenburg, Sweden from 30 June – 2 July. Hilde and Benjamin has an abstract in for the Gothenburg event.
  • Planned online DDI tutorial series:

Based on the success of the DDI-CDI webinars and presentations around the DDI-CDI Public Review, as well as earlier discussions between the Training Group, the Marketing Group and the Scientific Board, the DDI-CDI webinar group and the Training Opportunities group together have drafted a discussion document proposing a short series of training webinars to address the current interest in DDI more broadly. This draft is based on informal discussions between these groups and some other members of the community.

It proposes a near-term programme of online DDI tutorials to capitalize on the interest in DDI generated by recent outreach activities and presentations around the DDI-CDI Public Review, culminating in the International FAIR Convergence Symposium presentations/discussions in December 2020. The Training WG is now finalizing a first draft of their reusable training materials, and the platform and process for promoting and delivering webinars exists – CODATA has joined the Alliance and offers us the same support earlier given to the MRT group for webinars around DDI-CDI outreach. The core team which conducted these webinars can be supplemented by others from within the DDI community to conduct events with a broader scope: all of the DDI Alliance specifications and work products. Recordings of these events can be published, to build an online resource for those unable to attend the live events, or who wish to view them in future. A secondary benefit would be to use this exercise as a way to train additional DDI trainers, based on the materials developed by the Training WG.

NB: Feedback deadline from the Training group: Friday 12th of February.

In connection with this Alina is interested to do training in French. She will liaise with the others in the Training Opportunities group in this and will try to get in touch with Martine as well. 

  • Slide Review group (Chair - Hayley) 

The Slide Review and the Gap analyses groups will be merged. Hayley will continue as the chair.

  • Gap Analysis group (Chair - Dan)

Dan and Kaia will join the Slide Review group. They provided a new deck on Quality.

4 Round Table - DDI Training Events, Requests received

5 Report from the Chairs 

  • update on short videos
  • do we need more members?
    • do you have anyone to recommend
    • we need people who can commit to a couple of hours a week, a monthly large group meeting and 1 or 2 meetings/month for the sub-group
  • We have funding for conferences available!

Meeting notes:

  • Short videos are in progress. 
  • Jane is checking up if people in the training group that attended few meetings still are -interested to be involved.
  • Hilde suggested to recruit new trainers through the upcoming webinar program.

6         Any other Business 

7 Next meeting

  • Tuesday, March 2, 2021
    • Note taker will be Alexandre (Lucie)
    • 9 am (EST), 2 pm (UTC), 3 pm (CET), 4 pm (CAT/EET)
    • The usual Zoom details
 Meeting Notes: January 12, 2021
 Meeting Notes: November 3, 2020

DDI Training Working Group

Tuesday November 3, 2020

9-10.30 am (EST), 2 pm (UTC), 3 pm (CET), 4 pm (CAT/EET)


Group email alias: 

Group information and documents in Confluence

Group information and documents in Google

DDI Training Library: 

Present: Anja Perry (GESIS), Jane Fry (Carleton U), Dan Gillman (US Bureau of Labor Statistics), Kaia Kulla (Statistics Estonia), Jared Lyle (DDI Director), Lucie Marie (Sciences Po), Hayley Mills (CLOSER) 

Regrets:  Florio Arguillas (Cornell U), Alina Danciu (Sciences Po), Arofan Gregory (Consultant), Jon Johnson (CLOSER), Chifundo Kanjala (London School of Hygiene & Tropical Medicine), Marta Limmert (Statistics Estonia), Alexandre Mairot (Stethos France - Exastat), Hilde Orten (NSD), Knut Wenzig (German Institute for Economic Research)

Chair: Anja Perry; Note taker - Kaia 


1 Previous Meeting notes - October 6, 2020

     Accepted without comments.

2a Slide Decks Update (Arofan)

2b Overview of the document DDI Training Library Issues (Arofan)

  • This file summarizes the topics discussed last meeting (attribution, naming files, etc.) but still left open, without decision.
  • Group decided to make the decisions immediately. The results can be find here and were sent to Arofan.

3 Working together

4 Reports from the sub groups

Webpage Update group (Jane)

    • Training request form is up and running
    • - Jane gave an overview about their approach to the new sitemap. The grey boxes are more or less related to the technical issues, so these could be managed by DDI Technical Committee. Behind the green boxes are things that the sub-group will continue to deal with.
    • DECIDED: Training Library will be renamed to Training Materials

Training Opportunities group (Chair - Hilde)

Slide Review group (Chair - Hayley)

    • have lost a group member
    • still working on things

Gap Analysis group (Chair - Dan)

    • hard getting all members to contribute, only three are active
    • takes longer to get work done
    • currently the slide deck of Quality issues are under review, and if it will be finished we’ll send it to the Slide Review Group
    • ACTION JANE AND ANJA: Discuss group input and tasks

5 Round Table - DDI Training Events, Requests received

  • RDAP (March 10-12, 2021)
    • Did anyone submit an abstract? No
  • EDDI 2020 (Dec 1-2)
  • CODATA International Fair Convergence Symposium 2020 (Nov 30 - Dec 4) 

6 Citation for the Training Library

  • omitted, was decided last week

7 Report from the Chairs (Jane) 

8 Any other Business 

  • would be good to meet before EDDI to talk about presentations, proposal for a meeting November 24th, primarily between Slide Review and Website sub-groups but the other will be invited too
  • will have this meeting instead of the December one
  • ACTION ANJA: Create a doodle poll

9 Next meeting

  • Tuesday, January 5, 2021
    • the agenda can still be sent out the week before so everyone can make sure their action items are done
    • Note taker will be Marta (Alexandre, Lucie)
    • 9 am (EST), 2 pm (UTC), 3 pm (CET), 4 pm (CAT/EET)
    • Zoom details to be sent out the day before the meeting
    • Regrets: 
  • December meeting will not take place. That's when EDDI and CODATA Symposium will take place
  • Some of us will have a smaller meeting to finalize the Training Material (see point 8)
 Meeting Notes: October 6, 2020
 Meeting Notes: September 9, 2020
 Meeting Notes: August 8, 2020
 Meeting Notes: July 7, 2020

DDI Training Working Group

Tuesday July 7th, 2020

9 am (EST), 2 pm (UTC), 3 pm (CET), 4 pm (CAT/EET)

New Zoom-Meeting Link:

Group email alias:

Group information and documents in Confluence

Group information and documents in Google

Present: Jane Fry (Carleton U), Anja Perry (GESIS), Dan Gillman (US Bureau of Labor Statistics), Arofan Gregory (Consultant), Chifundo Kanjala (London School of Hygiene & Tropical Medicine), Jared Lyle (DDI Director), Hayley Mills (CLOSER), Lucie Marie (Sciences Po), Hilde Orten (NSD)

Regrets: Alina Danciu (Sciences Po),  Marta Limmert (Statistics Estonia), Alexandre Mairot (Stethos France - Exastat), Florio Arguillas (Cornell U),  Martine Gagnon (Laval U), Jon Johnson (CLOSER), Kaia Kulla (Statistics Estonia), Knut Wenzig (German Institute for Economic Research) 

Chair: Anja Perry; Note taker - Hayley


1 Previous Meeting notes - June 2nd, 2020

  •  Accepted. 

2 Round Table - DDI Training Events/Requests received

  • EDDI 2020 (Dec 1-2)
    • Jane contacted Jon if we can provide EDDI with a quick update about the progress and activities of this group. Potentially in the closing session. 
    • Tutorials
      • Arofan and Hilde - CDI DDI 
      • Achim - DDI CDI - code generation for developers. 
      • DDI-C and DDI-L - re-use the introduction tutorial from EDDI 2019 which Hilde and Benjamin did. Hilde contacted Benjamin to see if he would like to run this tutorial with Jane. ACTION: Arofan and Hilde to submit the abstract on their behalf.  Due Sunday July 12.
  • Webinars- CDI MRT group used to recruit reviewers for CDI. Four have been completed and four more to do. Next webinar for National statistical offices. Material could be reused for training.
  • CODATA event in October, see below.

3 Reports from the sub groups

  • Reminder: You can use Confluence to work together as a group, Anja created sub pages for each group. If you need editor permission issues see Wendy.
  • Slide Review group (Chair - Hayley)
    • Most slides have been reviewed, but several still being finalised before sharing with Arofan. ACTION: Hayley to set up meeting with Arofan to discuss progress and feedback. 
    • Exercises
      • Useful for both audience and trainers.
      • ACTION: All to send any existing exercises to the WG. 
      • ACTION: Arofan to find and share Australian Aging longitudinal study training set exercise. 
    • Next step - how do we use these activities both in person and can these be used virtually? - ACTION: Slide review WG to discuss with Arofan.
    • Tools
      • Propose that we do not mention tools in training library slide decks, but can be referred to in tutorials as these are time specific.
      • Arofan - We could give tours and run through the tool page on the DDI website. 
      • Jared - This will have an owner in the future so we can coordinate with them. We can use the training library as a reason to persuade people to add their tools. 
    • New slide decks
      • Related to Gap analysis group. This working group will review the slide produced by the Gap analysis group. 
      • Should think about how we prioritise the creation of new slide decks (particularly detailed training), we propose that new decks are created when there are training requests or when there are DDI changes.
    • Existing detailed slide decks
      • There are many existing slide decks which are more low level/detailed. We need to ensure these do not get lost and are reused.
      • ACTION: Hayley to share the existing slides.
  • Gap Analysis group (Chair - Dan)
    • Meet every two weeks usually 
    • Identified gaps and have started producing slides in 7/8 (see May meeting notes) areas identified. 
    • Not likely to be overlapping with the existing detailed slide decks. 
    • When a slide deck has been produced this will be sent to the Slide review Group. 
    • ACTION: Dan to find list of most recent gap areas and send to Anja to add here. 
  • Webpage Update group (Chair - Marta, Update - Jane)
    • Nothing new to report
    • Only had one meeting in the past month
    • Still reviewing webpages
    • More questions than answers regarding process
      • who to change pages
      • who to review and keep pages current
  • Training Opportunities group (Chair - Hilde)
    • Preparing for upcoming events
    • Working on training request form. Soon to be finalised.
    • Arofan - Report on the meeting with Simon (CODATA). Exploring opportunities to work with them in training and whether DDI can be introduced into their training.
      • DDI will be presenting at the event in October. 
      • Lots of possibilities and networks. Six areas of activities ongoing including; a RDM summer school, centres of excellence and plugging in the library, European Open Science Cloud- using DDI training library to test their terminology.
      • Discussions with GoFAIR - talking about doing something at their Symposium on Oct 22-23 (in person and virtual)
      • Will need to decide how we want to work within these networks when more information about each area is known.

4 Report from the Chairs (Anja)

  • Still waiting to hear about the budget proposal, incl. in there is a webinar software license for Zoom webinar
  • Anja’s feedback on DDI YouTube Channel
    • Pre-recording videos is A LOT of work!
    • I published the videos as unlisted, so only the audience had the link (this was useful as the organization paid for the course and therefore restricted the audience).
    • We can post our planned intro videos there if we get the funding
    • Doing webinars through YouTube can be very difficult, webinar software offers tools to better handle the audience. We should make sure to have that kind of software. We can, however, record webinars and publish them on YouTube.
    • I have just run an online class using pre-recorded videos and used YouTube for it. Live sessions were on Zoom.
    • GotoWebinar has been used by Arofan and Hilde and is usable but it is expensive. Zoom webinar is similar. 

5 Citation for the Training Library

  • ACTION: Jane to move this to the top of the agenda for next meeting. 
  • Arofan wrote this discussion paper on how IP rights and citation for the Training Library can be handled. Aim for the paper was not to lose the past discussions. 
  • ACTION: ALL Everyone to read and comment before the next meeting (put comments in as suggestions)
  • Create a DDI working paper which will be on the DDI website
  • ICPSR is an option for producing DOIs
  • Zenodo can be used to publish the slides and DOIs are automatically produced and it works well for versioning. There is already a DDI Training Group folder in Zenodo.
  • How do we list everyone's names? - See Anja’s example for CESSDA 
  • ACTION: Anja to investigate DDI lifecycle (each release has a separate list of contributors). 
  • Jared says we don’t have anything to worry about IP issues, just check with them about the CC licence we will be using.

6 Metadata Tags

  • ACTION: Jane to move this to the top of the agenda for next meeting. 
  • ACTION: ALL Everyone to review the tags suggested for the resources on the website, to be discussed at next mtg
  • Jane put together a Google doc so people can put their comments in
  • Are there more/less to be used?
    • Theme
    • Introductory
    • Audience
    • Language
    • DDI-Codebook
    • DDI-Lifecycle
    • DDI-CDI
    • ???

7 Any other Business

  • No

8 Next meeting

  • Tuesday, August 4, 2020 → Will group members be available? Yes
    • ACTION ALL: if not available, please review items 5 and 6 and put your comments in the documents.
  • Note taker will be Chifundo
  • 9 am (EST), 2 pm (UTC), 3 pm (CET), 4 pm (CAT/EET)
 Meeting Notes: June 2, 2020

DDI Training Working Group

Tuesday June 2, 2020

9 am (EST), 2 pm (UTC), 3 pm (CET), 4 pm (CAT/EET)


Group email alias:

Group information and documents in Confluence

Group information and documents in Google

*Please erase the highlight for your name if you are here!

Present:Jane Fry (Carleton U), Martine Gagnon (Laval U), Dan Gillman (US Bureau of Labor Statistics), Arofan Gregory (Consultant),Chifundo Kanjala (London School of Hygiene & Tropical Medicine), Kaia Kulla (Statistics Estonia), Marta Limmert (Statistics Estonia), Alexandre Mairot (Stethos France - Exastat), Hayley Mills (CLOSER), Lucie Marie (Sciences Po), Hilde Orten (NSD)

Regrets: Anja Perry (GESIS),  Florio Arguillas (Cornell U), Alina Danciu (Sciences Po),  Jon Johnson (CLOSER), Jared Lyle (DDI Director), Knut Wenzig (German Institute for Economic Research) 

Chair: Jane Fry; Note taker - Arofan


1 Previous Meeting notes - May 5, 2020

Accepted - Yes 

2 Round Table - DDI Training Events/Requests received

  • NADDI (Jane)
    • 2020 cancelled largely as a result of a lack of resources to re-organize completely in the face of the pandemic. There may be webinar activity during that period, but not as a NADDI per se.
      • Thank you to those who volunteered to present (Arofan, Hilde, Martine)
    • NADDI 2021, May 17-19
      • note that these dates have been moved up
  • Dataverse Community Meeting
    • June 17-19 
    • Virtual, Martine is doing one of the presentations on Scholar's Portal. 
    • Jon and Alina on organizing committee
    • Deadline for abstracts is July 12th
  • Other conferences
    • CoData-GoFair
    • Concergence Symposium, Paris, October 22/23rd 
      • DDI Training to present, 
      • proposals due by end of July
  • Training requests received
    • 3 so far, 
      • one handled (Rebekah Silberstein)
      • 2 have not replied - Hilde and Alina followed up, still waiting

3 Reports from the sub groups

  • Slide Review group (Chair - Hayley)
    • Half of the decks in hand, Arofan has for editing
    • Other half are still being looked at
    • Gaps spreadsheet in coordination with Gap Analysis working group
    • Scheduling another meeting soon (next month)
    • US English to be used for point of style
  • Gap Analysis group (Chair - Dan)
    • Looked at Kaia's Data Quality slides to fill an identified gap
    • Other areas are subject of proposals to be taken in turn
    • Expectation is that new decks will be created in a slow/steady fashion, not as a "big bang" 
      • one gap at a time: several topics under construction (3+)
    • Process is being established 
      • release-as-you-go seems likely
  • Webpage Update group (Chair - Marta)
      • Three principles for re-design:
        • Levelled (Intro for beginners, not for experienced users)
        • Terse - not too much content
        • Separate sections which need frequent updates distinct from static sections
      • FAIR principles: under construction - draft
      •  Getting Started page has been problematic
        • new structure identified. Philosophy: "Make it easy for the beginner - deemphasize technical aspects" 
      • Timing with Jared good: the overall site revision has assigned pages to the Training Group which may not be ours (profiles, markup examples)
      • Training could coordinate materials coming from TC, MRT, etc. 
        • but does not have the expertise to author the substance of these pages. 
        • Could coordinate with Marketing and other groups on this.
      • Hilde: these are currently not training materials, just examples.
        • Needs to be explained fully 
        • also need to make sure they are not too outdated. 
      • Technical review needs to become normal part of the process: 
        • how to implement?
  • Training Opportunities group (Chair - Hilde)

4 Report from the Chairs

  • DDI Scientific Board Annual Mtg, May 18
    • Agenda, check it out, all documents linked 
    • Anja attended for the TG 
      • went well
      • she emphasized that we are not responsible for all of the training activities
    • Comments for others who attended
      • Training in the broadest sense is becoming a more central aspect of the Alliance activities, not just the Training Library
        • the broad perspective was appreciated. 
    • Training seems to be an important strategic objective moving forward, as the SB re-organizes and becomes more active in the coming year.
  • DDI Alliance Annual Meeting of Members, Tues May 26
    • Agenda - check it out, all documents linked
    • Jane attended for the TG
      • gave a brief blurb, then described what we talk about at our mtgs
      • didn’t read over our annual report as it was attached to the email sent out to members before the mtg
      • the only question - what are the names of the members of this grp so they can be thanked :-)
    • importance of training was mentioned elsewhere in the mtg 
      • but it is not all up us to organize and present
    • since there will be extra money in the budget because of the restriction on travel, perhaps it could go towards more videos, webinars, …
      • budget will be approved this month
      • once again, this is not all up to us to do

5 Any other Business

  • Citation/Licensing/IP
    • What citation will we use for items in the training library? Hayley raised this for CLOSER.  
    • The need is to cite things that have been published. 
    • A link from decks which use the library needs a place to cite (DOIs) which can give credit.
    • Can we draft a policy statement regarding licensing, citation, and IP? 
      • All contributions would become IP of the DDI Alliance
      • all citations would have DOIs to cite at a deck level 
      • explore terms of license CC flavor? 
      • Arofan to create initial draft. ToDo
      • we will discuss this at our next mtg
      • then we will run it by Jared and then by the Executive Board
  • DDI YouTube Channel
    • Jared just created a DDI Alliance YouTube channel, inspired by several recent requests to create and post DDI content.  See here:
    • No content yet
    • If you have videos to post, please let Jared know.  This channel can be a single source for DDI content.
    • Question - Can we use this to live broadcast our webinars?
    • we should do a brief video on on items in the Training Library when it is released
  • Metadata tags - Everyone to review for the next mtg - ToDo 
  • are there more/less to be used?
    • Theme
    • Introductory
    • Audience
    • Language
    • DDI-Codebook
    • DDI-Lifecycle
    • DDI-CDI
    • ???
  • Hilde 
    • put the notes from this mtg up on Confluence in a few days, once everyone has a chance to review them? (please, for Jane!)
  • Alexandre - what is your new job? Jane is curious and missed the last mtg!
  • DDI-CDI webinars
    • to be discussed at next mtg
    • how we deal with it, collaborate with others

6 Next meeting

  • Tuesday, July 7, 2020 
    • Regrets: Martine (on vacation), 
  • Note taker will be Chifundo
  • 9 am (EST), 2 pm (UTC), 3 pm (CET), 4 pm (CAT/EET)
 Meeting Notes: May 6, 2020

DDI Training Working Group

Tuesday May 5, 2020

9 am (EST), 2 pm (UTC), 3 pm (CET), 4 pm (CAT/EET)


Group email alias:

Group information and documents in Confluence

Group information and documents in Google

Present: Anja Perry (GESIS), Florio Arguillas (Cornell U), Alina Danciu (Sciences Po), Martine Gagnon (Laval U), Dan Gillman (US Bureau of Labor Statistics), Arofan Gregory (Consultant), Kaia Kulla (Statistics Estonia), Marta Limmert (Statistics Estonia), Alexandre Mairot (Sciences Po), Hayley Mills (CLOSER), Hilde Orten (NSD)

Regrets: Jane Fry, Jon Johnson, Chifundo Kanjala, Jared Lyle, Lucie Marie, Knut Wenzig

Chair: Anja Perry; Note taker - Dan


1 Previous Meeting notes - April 7, 2020

  • No objections to notes from previous meetings.
  • Anja and Jane will send out a meeting password before each session.
  • Alexandre has rejoined. He has a new job and plans to use DDI.
  • Do we need recordings of the meetings? Minutes should be sufficient, and listening to a recording is time consuming. Recordings will not be made. Previous recordings will be deleted.

2 Round Table - DDI Training Events/Requests coming up?

  • Statistics Canada is requesting DDI training (Jane)
    • they do not have any specific needs right now - they are just seeing what is available.
  • NADDI 2020 - (Jane)
    • NADDI 2020, week of June 22 - virtual.
    • still trying to figure out the program
    • will probably be one presentation per day (with up to 3 speakers)
  • Dataverse Community Meeting
    • June 17-19
    • don’t know when they will be doing a call for papers
  • Further requests came in through Jared
    • Training Opportunities Group contacted them.
    • Need a process so we can act fast. Surprisingly large number of requests coming in – 3 in one week.
    • Request form is being developed.

3 Reports from the sub groups

Slide Review group (Chair - Hayley)

  • Met with Arofan. He is taking on editor role for Dagstuhl slides.
  • Given Arofan 7 of 12 slide decks. Need final comments from WG on slide decks.
  • Language – UK versus US English? This is needed for consistency.
  • How do we decide what new slide decks get added? Some could be very detailed.
  • Flagged some missing slide decks.

Gap Analysis group (Chair - Dan)

  • Here is the list of gaps the group has found in the training library:
    • Taken from release announcement for Lifecycle 3.3
      • Non-survey data collection (Measurements)
      • Sampling
      • Weighting
      • Questionnaire Design
      • Support for DDI as a Property Graph (properties on items and references)
      • Quality Statement improvements (useful for Eurostat reporting)
      • Note – Classification management is mostly done – see below
    • In response to review of pre-release draft for CDI (some resources already exist, just not in the library)
      • Datum-centered approach
      • Process model
      • Logical data file organization
        • Wide (rectangular files)
        • Tall (event history)
        • Key-value (sensor data)
        • Multi-dimensional (time series, n-cubes)
      • Items not directly associate with either release
        • Names and Labels
        • DDI for Metadata Managers, statistical agencies, and Survey Managers
        • Question bindings
        • General introduction to metadata
        • Description of DDI family
      • Edits to existing training files in the library
        • Variable cascade
        • Classification management
  •  Need to consult CDI development group to develop slides to describe CDI areas. Need a process to make sure new slide decks cover the subjects with the groups that developed the specs

Webpage Update group (Chair - Marta)

  • Needs someone to update and manage DDI web pages. Much of the information is out of date à Who is responsible for this?
  • Identified areas that group will work on:
    • Type of training, eg. Workshops, webinars (that concerns the Workshops page specifically)
    • Theme
    • Introductory
    • Audience
    • Language
    • DDI Codebook
    • DDI Lifecycle
    • DDI CDI
  • Need to make sure the same tags are used for the pages. These tags are useful for filters. We need to agree on those.
  • How do we organize the slide decks / Training Library? These are related ideas. --> ACTION: Group discusses with Arofan

Training Opportunities group (Chair - Hilde)

  • Outside contacts have been made.
  • Training request form under discussion, but not yet complete. It will be implemented on the DDI website --> ACTION: Anja
  • Upcoming conferences are opportunities to offer training: IASSIST, NADDI, EDDI, and others.
  • CODATA is a new opportunity (including RDA) in broad research data management area. There will be a call with CODATA and other partners, maybe partners can be invited to EDDI --> ACTION: Arofan, Jane, Anja, Alina
  • CLOSER wants to organize webinars on practical examples of using DDI, e.g., questionnaire design and data collection; and research data management. More of a marketing event. Coordination with Jared and marketing (Barry) is needed. --> ACTION: Hayley

4 Report from the Chairs

  • Anja took part in Quarterly Coordination Call of the DDI Alliance (between Executive Board, Scientific Board, Marketing Group, DDI Director, and Training Group); ideas from the call:
    • We should work closer to the groups that develop/specify DDI, f.ex. the CDI group to get input from them that can then be reworked into training material; they would also like to see that we give them feedback from a training perspective, so that they can implement that in further output → Gap Analysis Group?
    • They want consistent images, drawings, diagrams throughout and also feedback to the same groups so that everyone uses the same style → Arofan?
    • Prioritization of events in form of a training program, can be worked out with the Marketing Group → Training Opportunities Group
    • Tutorials should go across domains → chairs will discuss this with the Marketing Group
  • A webinar software will be available from ICPSR or from the DDI Alliance
    • Update - this is not available for free so we are looking around for something else.
    • Thank you all for replying to Anja’s mail!
    • The costs for a webinar software was added to the budget proposal.

5 Any other Business

  • DDI Users list
    • Jane sent around the instructions for people to subscribe to it
    • Did everyone get subscribed ok?
  • DDI CDI - Achim
    • Update - email sent out on April 20 about it
    • DDI CDI Review
    • upcoming webinars?
  • EDDI 2020
    • Dec 1-2 (Paris)
    • Jon and Alina on organizing committee
    • Deadline for abstracts is July 12th
    • Update
  • Referencing the library – who or what is named? Alliance, training group, etc? ACTION: Jane to put it on next agenda
  • Need to create new subgroups to develop the slide decks the gap analysis subgroup identifies. Focus on new areas, and spend time editing older slide decks later. Do marketing priorities translate to training priorities? Need to make sure basic areas are explained. ACTION: Jane and Anja to discuss with Marketing and Scientific Board

6 Next meeting

  • Tuesday, June 2, 2020
  • Note taker will be Arofan
  • 9 am (EST), 2 pm (UTC), 3 pm (CET), 4 pm (CAT/EET)
 Meeting Notes: April 4, 2020

DDI Training Working Group

Tuesday April 7, 2020

9 am (EST), 2 pm (UTC), 3 pm (CET), 4 pm (CAT/EET)


Group email alias:

Group information and documents in Confluence

Group information and documents in Google

Recordings of group meetings: Meeting Recordings

Present: Anja Perry (GESIS), Jane Fry (Carleton U), Alina Danciu (Sciences Po), Martine Gagnon (Laval U), Dan Gillman (US Bureau of Labor Statistics), Arofan Gregory (Consultant), Kaia Kulla (Statistics Estonia), Marta Limmert (Statistics Estonia), Hayley Mills (CLOSER), Lucie Marie (Sciences Po)

Regrets:  Jon Johnson (CLOSER), Alexandre Mairot (Sciences Po), Knut Wenzig (German Institute for Economic Research), Hilde Orten (NSD), Jared Lyle (DDI Director), Chifundo Kanjala (London School of Hygiene & Tropical Medicine), Florio Arguillas (Cornell U) 

The meeting will be recorded.

Chair: Jane Fry; Note taker - Alina


1 Previous Meeting notes accepted.

2 Round Table - DDI Training Events/Requests coming up?

  • Statistics Canada is requesting DDI training
    • Jane is getting more details from them
    • Feedback : NADDI was hosted by Statistics Canada. SC became a DDI Alliance member. Exciting that they want training. Also check with Flavio re: training → ACTION: JANE
  • NADDI 2020 -
    • NADDI 2020, June 15-19 is going to go virtual. Jane is in the LOC and she will be doing an introductory webinar. Call out soon for people who want to make a presentation. 
    • Dataverse conference on the same dates. 
    • Steven McEachern to be contacted by Jane for a joint presentation? → ACTION: JANE
  • IASSIST postponed for a year. Should we organise a virtual thing on DDI around these dates? Hilde to put her workshop over to a virtual one?

3 Reports from the sub groups

Slide Review group (Chair - Hayley)

    • reviewing Dagstuhl slide decks
    • half way through
    • get help from experts. each presentation has a report mentioning changes. version control and formatting easier with the new tool. 
    • making presentations more modular. 
    • the subgroup is meeting with Arofan in a couple of weeks. 
    • Arofan : important to hunt and make sure we work on the last versions of some slidedesks reviewed after Dagstuhl (on variable cascade for example). 
    • next step : meet and go on with the discussions. Should also check licencing and reusing slides. Ask people whether they want to donate intellectual property to the group. attribution from the Dagstuhl training group ? Make sure that everybody gets credit. 
    • ACTION: AROFAN to speak to Joachim on this

Gap Analysis group (Chair - Dan)

  • Meeting bi-weekly. Some duplication work (slide review group). 
  • Work not yet clearly divided between sub groups. 
  • Two different types of gaps : 
    • things not clear, elements missions
    • taking the desks as a whole and reviewing on parts that are missing (more strategic). 
  • Where does the line need to be drawn ? Gap Analysis seems to be more strategic. 
  • ACTION ANJA: share link to GESIS cloud. But everybody should download it for proper use. 
  • Questionnaire design and the QDDT to be separate issues. 
  • ACTION DAN to contact Hayley (and vice versa) for better communication between the two groups. 

Webpage Update group (Chair - Marta)

  • Define pages that need to be reviewed during the second meeting. More work than expected initially. Work with marketing group on this.
  • Task of sub group: content of each side. Jared sent the link for the beta version. 
  • Arofan: how about DDI Alliance products like CVs? Do we want the training library to be seen as a product? 
  • Not yet discussed within the sub group.

Training Opportunities group (Chair - Hilde)

  • No meeting yet. 
  • Some ideas: conferences, webinars (Jon and Hayley’s suggestion), new users recruitment. 
  • Another task: questions discussed the last time when PORTAGE requested for training. 
  • Arofan to join the meeting
  • Who will receive the requests for training? Keep a copy for training requests and use it as metrics so that everybody’s aware of this.

4 Report from the chairs

  • Arofan to edit existing slide decks (the money is from this year’s budget)
  • Jane and Anja submitted our report of what the group has accomplished in the ongoing fiscal year (2019/2020) and a budget proposal for the coming FY (2020/2021).
  • Jane presented the report at the DDI Executive Board meeting (April 1) and it was very well received. They will review our budget proposal at a future meeting and will let us know their decision. 
  • After Jane's presentation, Jared mentioned to the whole Executive that he had attended one of our meetings and was quite impressed with the enthusiasm and energy in this group. And he is looking forward to seeing this committee move forward. 
  • We proposed a budget of $15.000 USD for
    • the creation of 4 short videos by Anja’s colleague Kristi Winters for instructional and marketing purposes
    • funding travel costs to conferences to hold workshops
    • professional editing of the Training Library (by Arofan)
    • Workshop fee waivers at conferences (Is there an update on EDDI 2020? - Alina spoke to the EDDI Program Committee. Still waiting for an answer. Jon is chasing Jared to get some info) 
    • ACTION ALINA to check with EDDI LOC if billetweb, the tool used for EDDI 2020 payment, is ok for discounts. 
  •  Further activities are proposed as in-kind contributions
    • Web page update
    • Training Library set-up
    • Teaching at conferences and in webinars
  • A webinar software will be available from ICPSR or from the DDI Alliance
  • Anja’s colleague from GESIS to make short videos. Is this our responsibility or the marketing group’s responsibility?

5 Translation of teaching material

  • Anja talked to ELSST colleague at GESIS
    • Not suitable for our purposes, the colleague recommended
    • The purpose of ELSST is to find appropriate keywords for different languages, which is not just focused on translations, but also on how a certain term is used in the other language, similar to survey translation.
  • PORTAGE: mandated to have all training materials in English and French. Equivalencies were set within PORTAGE so that everybody can use the correct terms. 
  • DEEP-L really good: uses input form different web pages.But check for wording in your native language.
  • Other tools: Reverso, Linguee.

6 Any other Business

  • ACTION JANE: contact Jared so that everybody in the DDI Training Group is on the DDI Users list. (Dan is not on the list.)
  • Hilde reported about a NSD training about DDI CDI. Some slides should be of interest for this group. A présentation was already done at EDDI by Hilde. Flavio also. 
  • Anyone have tips on teaching online? Jane is wondering. 
  • Xgame bar in Windows: easy to use way of recording a presentation you’re giving. Editable MP4 files.

7 Next meeting

  • Tuesday, May 5, 2020
  • Note taker will be DAN (Martine has taken notes before)
  • 9 am (EST), 2 pm (UTC), 3 pm (CET), 4 pm (CAT/EET)
  • Jane will send out mtg invites in Outlook, ACTION JANE
 Meeting Notes: March 3, 2020

DDI Training Working Group

Tuesday March 3, 2020

9 am (EST), 2 pm (UTC), 3 pm (CET), 4 pm (CAT/EET)


Group email alias:

Group information and documents in Confluence

Group information and documents in Google

Recordings of group meetings: Meeting Recordings

Present: Anja Perry (GESIS), Jane Fry (Carleton U), Florio Arguillas (Cornell U), Alina Danciu (Sciences Po), Martine Gagnon (Laval U), Dan Gillman (US Bureau of Labor Statistics), Arofan Gregory (Consultant), Chifundo Kanjala (London School of Hygiene & Tropical Medicine), Jared Lyle (DDI Director), Alexandre Mairot (Sciences Po), Lucie Marie (Sciences Po), Hayley Mills (CLOSER), Hilde Orten (NSD)

Regrets: Jon Johnson (CLOSER), Kaia Kulla (Statistics Estonia), Marta Limmert (Statistics Estonia), Knut Wenzig (German Institute for Economic Research)

The meeting will be recorded.

Chair: Anja Perry; Note taker - Florio


1 Previous Meeting notes accepted.

2 Round Table - DDI Training Events coming up?

  • Hilde
    • DDI Cross Domain Integration (DDI-CDI) internal workshop at NSD.
    • IASSIST Workshop Introduction to DDI
  • Alina DANCIU
    • Organizing EDDI in Paris; workshop comparative surveys; longitudinal surveys; and how to document them with DDI (the week after EDDI, but outside the EDDI program)
  • Dan Gillman
    • group produces restricted microdata for Consumer Expenditure Survey; looking at DDI to document restricted used data;
  • Request from Kerrin - CESSDA metadata office
    • two projects need support and mentorship regarding DDI
    • We need a frontline e-mail support
    • Standard questions to ask about what they really need. Jane has standard questions.
    • Training Opportunity subgroup to coordinate these requests
    • Action Jane -- send questions to Anja
    • Action Anja -- forward questions from Jane to Kerrin

3 Working together

  • Up and running
  • Meeting minutes and recordings are published there regularly
  • Old content / sub pages were archived and deleted, if you miss anything, check under “Archived Files”
  • We can always re-activate old content and create a new page for it when it becomes relevant again
  • Co-heads will figure out how to use JIRA tracker -- each subgroup will have their own tasks
  • Who has write access to confluence? Action Anja -- will ask. → Done! See email from March 3rd.

4 Our budget and achievements until May 2020

  • We are covering DDI Alliance members’ DDI workshop fees at IASSIST. Maybe we can think of further conferences.
    • IASSIST -- Achieved!
    • We will cover DDI workshop fee for DDI Alliance members -- FREE!
    • We will reduce the conference fee for workshop instructors
    • Discount code was distributed to Alliance members and the instructors.
    • We will have an overview after the conference for reimbursement and to check to what extent the discount was used.
    • Not applicable as workshop presenters get free conference registration and workshops are part of the conference fee
  • EDDI
    • Similar to IASSIST → Do we want to work out the same discount here? Action Alina -- will discuss with team (EDDI host) next week will get back to Anja
    • Workshop focus
    • Introductory workshops e.g., DDI 3.3; DDI-CDI (earlier called DDI4 Core).
    • If possible, at least one instructor from those involved with developing the version
    • What’s new with DDI?

  • Training Library
    • Bring Training Library in good shape and up-to-date
    • Arofan to edit existing slides
    • Other subgroups are also involved here
    • Time frame / plan?
      • When major working groups need to present; Give to Jared a week before April 15. EB will discuss budget; Finalized around annual meeting. FY runs from July-June.
      • DDI Executive Board:
      • What plans are and why it is important; and put financial numbers in the plan; the more specific the more useful
      • Report on what the group has achieved.
    • Get a cleaned-up version in the next month and start filling in the gaps; here are the things that need more work and here’s how we plan to do that.

    • Action Arofan, Jane, Anja -- editing report

  • Joint webinars with CLOSER
    • Suggestion from Jon Johnson
    • To satisfy the need for more training events and increase visibility of DDI
    • Idea:
      • 90 min long
      • 2 presentations (20-30 min) + discussion
      • About use cases where DDI is applied
    • This could be another subgroup. Who is interested in joining?
    • Remarks: Dan- not sure we go to them about Training opportunities before the library that we have is up to the task
    • Arofan - Webinars more important than ever now because of Corona Virus; Work that materials up for webinars and do it well
    • CLOSER - formal training coming from materials developed by this group; sample of DDI applied as a lot are abstract. Open to anyone interested, showing of DDI, not technically a training, more like a show and tell and discussion afterwards; when to use DDI
    • Webinars: Case study - dependent on training materials
    • Focus on Lifecycle and/or Codebook; CLOSER audience would be more for Lifecycle, but not rule out Codebook
    • Martine Gagnon: “ ... I would be more than happy to see one of you giving an introduction training so I could have an idea of how you do it and after be able to translate it in French and give the training here in Quebec.”
      •  Action Hilde (in English) and  Alina (in French) – send slides to Martine
      • Controlled vocabularies people translate into various languages; CESSDA translated controlled vocabularies into various languages;
      • Action Anja -- will ask the status of ELSST translation

5 Brainstorming about topics for the group

  • What are our priorities for the next year? 2 years?
    • Breaking up into sub-groups
    • Everyone should choose at least one sub-group
    • Need four groups to get things done
    • Need to finalize these groups ACTION ALL
    • Who will be in the different ones?
    • Who will chair each one?
  • Looking at the 4 groups to make sure they are viable
    • Gap analysis Working Group (WG)
      • Pre-cursor to what kind of training we need to provide where
      • Should not be the same group as Training Opportunities WG
    • Review of Slide Decks Working Group (WG)
    • Training Opportunities Working Group (WG)
      • Identify and framing what it would like
      • Technology, how it would work
      • Find what kind of instructor you need
    • Training Webpages Update Working Group (WG)

  • Action members of WG - Write a statement about what their group will do until next week on Tuesday.

6 Next Meeting

  • Make the meeting 1.5 hours -- AGREED!
  • Tuesday April 7, 2020.
  • Note taker will be Alina
  • 9 am (EST), 2 pm (UTC), 3 pm (CET), 4 pm (CAT/EET)
  • Jane will send out mtg invites in Outlook ACTION JANE

 Meeting Notes: February 2, 2020

DDI Training Working Group

Tuesday February 4, 2020 

9 am (EST), 2 pm (UTC), 3 pm (CET), 4 pm (CAT/EET)

*Feel free to put the time in for your time zone and we will repeat it every time.


Group email alias: 

Group information and documents in Confluence

Group information and documents in Google

Present: Jane Fry (Carleton U), Alina Dancu (Sciences Po), Martine Gagnon (Laval U), Dan Gillman (US Bureau of Labor Statistics), Arofan Gregory (Consultant), Chifundo Kanjala (London School of Hygiene & Tropical Medicine), Kaia Kulla (Statistics Estonia), Marta Limmert (Statistics Estonia), Jared Lyle (DDI Director), Alexandre Mairot (Sciences Po), Lucie Marie (Sciences Po), Hilde Orten (NSD), Knut Wenzig (German Institute for Economic Research), Hayley Mills (CLOSER), Jon Johnson (CLOSER)

(bolded names have accepted the mtg - please bold your name if you will be there)

Regrets: Anja Perry (GESIS), Florio Arguillas (Cornell U), 

The meeting will be recorded.

Chair: Jane Fry; Note taker - Martine


1.Previous Meeting notes here

    1. Accepted

2. Membership Update

    1. Amber Leahey is on leave until September 2020 so we will leave her name off until then as she will not be attending any meetings

3. Minutes/Notes

    1. We will go alphabetically

4. Round Table

a. DDI Training Events coming up?

i. Hilde is organizing an introduction workshop at IASSIST and was accepted. Will be doing it with one other person. 

ii. Jon is organizing training - still at beginning stages

iii. Kaia has done DDI training

iiii. Dan is doing DDI training for 5-6 persons

b. Report from sub-group co-heads - DEFERRED

i. Sub-groups are not yet formed

5. Working together

a. Our mailing list - Anja put it together

i. To prevent forgetting anyone

ii. Does anyone want to add / change to an alternative email address?

Please send any other address to Anja or Jane if you do.

b. Confluence update

      1. Still working on getting meeting notes in and organizing it

        c. Sandbox (that is, an area where we can all work on a document)

i. Confluence does not work as a sandbox 

ii. Who is not able to access Google drive?


a. Jane will send him word docs for his review and will add his comments to the google docs

d. Project management tool JIRA (Anja) - DEFERRED

e. Current Google drive and how it is organized

      1. See below

6. Training Library Update (Link to Google Drive)

a. Arofan will organize the presentations

i. To go through all presentations and figure out what is there, what is missing

1.Arofan was hired as a consultant

To make presentations consistent in their appearance

b. Update on current ppts (Arofan)

  1. Google file: Library presentation / formatted presentations
  2. All the presentation should be formatted with using the guide
  3. Some decks need to be updated, at least reviewed
  4. Some presentations are not in the library

7. Brainstorming about topics for the group

a. Your ideas  - what we should be working on?

i. Working on slide decks - A

1.Go through and review for consistency

ii. Working on slide decks - B

1.Where are the gaps in the library

Jon and Arofan talked about DDI vs FAIR principles.

iii. Training Webpage updating

iv. Future training opportunities and ideas

1.More train-the-trainers (local capacity)

b. What are our priorities for the next year? 2 years?

i. Work on putting together a more complete training library

c. Breaking up into sub-groups

i. Proposal - Need four groups to get things done

ii. Everyone to look at the 4 proposed sub-groups and add ideas to the google docs ACTION ALL

1.Jane will set them up and send them around ACTION JANE

iii. Then choose which group you would like to be part of

iv. These monthly mtg will be for everyone to touch base

         v. The 4 sub-groups will set up mtg times on their own, apart from these mtg

8. Next Meeting:

    1. Tuesday March 3, 2020.
      1. (EST), 2 pm (UTC), 3 pm (CET), 4 pm (CAT/EET)
      2. Jane will send out mtg invites in Outlook ACTION JANE
 Meeting Notes: January 7, 2020

DDI Training Working Group

Tuesday January 7, 2020 

9 am (EST), 2 pm (UTC), 3 pm (CET), 4 pm (CAT/EET)

*Feel free to put the time in for your time zone and we will repeat it every time.


Group email alias: 

Group information and documents in Confluence

Group information and documents in Google

Recordings of group meetings: Meeting Recordings

Present: Anja Perry (GESIS), Jane Fry (Carleton U), Florio Arguillas (Cornell U), Martine Gagnon (Laval U), Dan Gillman (US Bureau of Labor Statistics), Arofan Gregory (Consultant), Chifundo Kanjala (U. of London)

, Kaia Kulla (Statistics Estonia), Marta Limmert (Statistics Estonia), Jared Lyle (DDI Director), Alexandre Mairot (SciencePo), Hilde Orten (NSD), Knut Wenzig (German Institute for Economic Research)

Regrets: Amber Leahey (Scholars Portal), Alina Dancu (SciencePo), Hayley Mills (UK CLOSER)


 1. Roundtable: 

  1. who we are, why we are in this group, how to participate

2. The Dagstuhl Training Group (what they worked on/are working on)

a. Formed after the last Dagstuhl training

b. Many excellent training materials produced

c. They need to be finished up so others can use them in their training

d. Focused on higher level conceptual slides, not very technical 

i. Need to be consistent

ii. Needs to be pulled together into a library so others can use them

e. Side mtg in EDDI last month

i. What we are using, what's missing

ii. Notes here

iii Exercises are needed at the end of the slides

1. Perhaps an XML file

iv. Update the training library on the DDI workshop currently 

f. Different types of training

i. Design the library of modules that you can put together a presentation that you can use however you need to 

3. Zenodo Community


b. To share the output

c. To have them all in one place

d. You get a DOI and have a proper citation for it

e. Can assign the output to more than one community

f. Great for the final presentation

g. Still need somewhere for the draft while it is still being worked on

i. Github  - good for texts not ppt or pdf so we won’t use it

ii. Google docs - we will continue to use it but it needs to be cleaned up

1.Arofan offered to help Anja and Jane clean it up ACTION

h. Must remember that the slides people give for various audiences are different than the generic slides that will be kept in the Library on the DDI site

i. DDI website

i. The training site needs to be cleaned up ACTION

ii. This is for future discussion

j. General discussion for how to store output and working files

i. Google drive for working on slides

ii. Zenodo for publishing/sharing slides from workshops given

iii DDI website / Training library for Dagstuhl output / generic slides 

1.some files from the current training library may fit into the Zenodo Community

4. Our Mission (review and discussion)

  1. Some edits made
  2. Intended to be a living document

5. Confluence

  1. A wiki for all of us to access and use
  2. The mission and notes of mtg will be kept here
  3. Anja will make sure that everyone has access to it
  4. Anja and Jane will clean it up
  5. Hilde is an expert in Confluence and will help us clean it up ACTION

6. Notes for mtg

a. Anja will put together a template for us to use

b. These are notes not minutes (not as detailed)

c. Looking for volunteers

i. If everyone could do it once, that would be great!

ii. We will either find a volunteer next mtg to take notes or we will set up a rotating schedule so we all have a turn at it

7. Mtg times and dates

  1. We will meet regularly on the 1st Tues of the month
  2. If need another mtg in the month, we will meet the 3rd Tues of the month as well 
  3. These mtg are recorded so they can be listened to if anyone misses it

8. Future directions

a. What we will be doing

i.  Clean up google drive (Anja, Arofan, Jane)

ii. Confluence help (Hilde, Anja, Jane)

9. Next Mtg

  1. Tuesday February 4, 9.00 EST
    1. Jane will send out notes and mtg invites ACTION
 Meeting Notes: December 5, 2019 (EDDI Side Meeting)

EDDI19 Training Group Side Meeting

December 5th, 2019

Tampere, Finland

(notes by Anja and Jon, Hayley)


  • Meeting was initiated by Hayley Mills and Jon Johnson
  • Attendees: Jon Johnson, Hayley Mills, Joachim Wackerow, Wendy Thomas, Felix Coleman, Marta Limmert, Kaia Kulla, Hilde Orten, Anja Perry
  • We talked about the Dagstuhl Train-the-Trainer meeting in 2018 and who of the attendees reported back courses they taught
    • those who haven’t reported back will be reminded
    • the list will be sent to the Alliance and this finalizes Dagstuhl TtT 2018
  • Everyone in the meeting reported on workshop/tutorials they held and how useful the slides where for them
    • LEGO slides were very useful, needed some changes due to copyright
    • participants felt that more reinforcement activities would have been useful, possibly also breaking into smaller chunks
    • it was felt that a short presentation from tool developers would be helpful
    • were slides useful?
    • adjustments per se or for specific audiences?
    • what did they adjust?
    • overall the existing presentation slides had been very useful and well-received, and did not seem to need many changes
    • we’ll report to attendees what was discussed in this meeting and ask for their feedback on 
  • Anja reported about Training Group: mission and next steps
    • we should use DDI-SRG mailing list to receive information about what happens in DDI and to update other members about the Training Group 
    • we need to keep communication going to make other members interested in our work
    • how should we recruit new Training Group members? → another Dagstuhl event?
    • Hilde and Benjamin gave the tutorial at EDDI19 and invited Taina (FSD) as an expert. It was very well received and may be a good model for further training events.
    • also mixing trainers is very good
    • we should publish past training events on the homepage to let potential users/members know that they are happening
  • We discuss how new developments will be implemented in the training material, how material will be kept up-to-date?
  • Achim suggested to waive workshop fees for Alliance members
    • this is in the by-laws: Rights and Obligations of Members 

(g) May send a specified number of participants, as determined by the Executive Board, to selected Alliance-sponsored workshops and symposia without payment of workshop and symposia fees.

    • the member fees cannot be paid by the conferences, they need to come from the Alliances
    • we should discuss this with Jared
    • IASSIST can be a pilot for this, Hilde is going to submit a workshop
    • Maybe we can also have a workshop at NADDI?
  • One main topic was the publication of slides:
    • no conclusion reached
    • there are two different outcomes

1) generic training slides, the ones we are currently developing from the Dagstuhl outcomes

2) slides that people use in their workshops

  • We need rules and advice about sharing the slides by people giving workshops, maybe even a system for tagging slides
    • maybe provide space in Zenodo 
    • people might have their own ways to share, f.ex. on Github, own webpage…
    • we should discuss this and find a solution so that people know what to do, there needs to be a process
    • versioning of slides / updates?
    • we also looked at the homepage and where material may be stored, we should look into “Getting Started” and maybe implement it there or have a similar front end → talk with Barry about restructuring the homepage
  • Another important topic was referencing:
    • it gets problematic if one cites one slide set which was based on someone else’s, really it’s knowledge by a whole community
    • idea: have a publication (DDI working paper) on how the training library was created and use that as a reference whenever the slides are used
    • there was discussion whether a working paper is sufficient or whether it should be peer-reviewed or a book (like Chifundo suggested earlier)
    • idea for DDI Handbook existed before:; there already exists an empty homepage already on the GESIS server: General agreement that this was not a priority.
    • we can do both, as “proper” publications are needed by some people, some are happy writing a working paper; we have more control over working papers
    • as this is also important from a marketing perspective, we should talk with Barry about it
 2017 09 27

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 

-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 > now available on the website 

-Some organization have a list of implementers , should adapt the DDI adopters space 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

 2017 02 15

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

 2016 08 24

Training / Marketing Meeting

Aug 24 2016 – 11:15EST

Webinar discussion:

-group discussed Barry /Jon's slides

-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

 2016 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

-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

-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

 2016 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

 2016 06 29

Training Meeting

June 29

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


  • 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 

 2016 03 09

Training Meeting

March 09 2016

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



  • 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

 2016 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

 2016 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


  • Kelly put together the online survey available here

  • 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. 


 2015 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.?


  • 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


 -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


-talk about at next meeting

2.   Moving forward

a.       Goals and Projects for 2016

                                                              i.   Review 2015 Goals

 2015 10 28

Training Meeting
October 28, 2015

Present: Amber Leahey, Dan Smith, Mary Vardigan


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:

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 ( with some of the more fine-grained steps of the Generic Longitudinal Business Process Model (GLBPM), which can be found in the paper at: on page 7. Dan will start this activity for us.

 2015 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.

 2015 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:

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.

 2015 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


-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.

 2015 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.

 2015 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


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.)


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


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

 2015 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.

 2015 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:

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

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.


  • 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


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

 2015 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:

-- 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

 2014 09 29

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.



    -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.