1. Entities & Terminology

Key entities

Data Management Plan (DMP)  is a collection of dataset descriptions, associated with an activity (“project” or “grant”). A DMP may be versioned, is exportable to various forms, currently machine readable (xml, json) and human readable (pdf/openxml) and can be assigned a DOI and published in Zenodo.

 

Dataset Description  is the description of a dataset according to a set of rules that is the dataset profile (aka template).

 

Dataset Profile  is the set of rules that describe what dataset descriptions contain and how they are handled. Dataset Profiles are modified by Admins and contain attributes/fields, behavioral rules (e.g. toggling visibility of fields) and validation rules. Dataset Profiles are linked to DMPs for focusing users on specific formats of descriptions.

 

Project  is a logical entity that defines the context where one or more Data Management Plans may be formed in.

 

Grant  is a logical entity that defines the context where one or more Data Management Plans may be formed in.

 

Users  are associated to DMPs and other entities for authorization and may map to researchers.

 

 

DMP Wizard  is an easy way to start writing a DMP. Wizard provides an interface that goes through the essential elements of a DMP and guides the process of its creation step by step.

 

From “Homepage”

 

From “My DMPs”

 

 

DMP Expert  provides additional metadata to the DMP.

 

From “Homepage”

 

From “My DMPs”

 

 

Dataset Description Wizard  is an easy way to add new dataset descriptions to pre-existing DMPs.

 

From “Homepage”

 

 

Dataset Description Expert provides additional metadata to the dataset description.

 

From “My Dataset Descriptions”

 

Secondary entities

Repository  - an electronic database or an information system where data is stored and maintained.

Dataset - a collection of data which are bind together under a specific format.

Registry - a database of entities and descriptions.

Service - a software of specific operations and tasks that interacts with other software and hardware

Researcher - an individual practicing research

Funder - an organisation that funds research programmes and/ or researchers’ activities

2. Menu Navigation

The main menu is located on the left side of the screen. Depending on how users view the tool, i.e. whether they have logged in or not, the main menu changes to include features that are available only in individuals’ dashboards.

 

 

Main menu - not logged in

 

Home  - gets you back to the homepage / dashboard

About  - informs about the scope and main functions of the tool

Published DMPs  - shows the full-text of DMPs that have been made publicly available

Published Dataset Descriptions  - shows the full-text of Dataset Descriptions that have been made publicly available

Glossary - includes the terminology used in the tool and explains basic components

Terms of Service  - provides the legal status for use of ARGOS

FAQs - gives insight to specific features and functionalities of ARGOS based on community’s feedback

 

Main menu - logged in

 

Extra features

 

My DMPs  - includes all DMPs which the user is either the owner or the collaborator of

New DMP (Wizard)  - creates DMPs using the Wizard

New DMP (Expert)  - creates DMPs using the Expert

My Dataset Descriptions  - includes all Dataset Descriptions which the user is either the owner or the collaborator of

Add Dataset Description (Wizard)  - adds Dataset Descriptions to existing DMPs

 

Homepage (not signed in)

 

 

Statistics

Icons showing the number of DMPs, Dataset Descriptions, Grants and Organizations included in ARGOS despite their status (drafts, saved, finalized, published).

 

 

Note! When logged in to ARGOS the Homepage becomes a personal Dashboard, hence the numbers change to correspond to information provided by the individual’s activity.

 

Publicly available DMPs and Dataset Descriptions

The DMPs and Dataset Descriptions that are publicly available in ARGOS. Everyone has access to and may consult them.

 

 

 

Homepage - Dashboard

 

 

Login

Different login options are available, from social media to research and scholarly communication channels.

 

Note! No user account is required.

 

 

 

User Account Menu [a]

This includes two options:

  1. Edit your profile details such as name, prefered language etc.
  2. Log out from ARGOS. This terminates your session, so you will be asked to login again next time you visit ARGOS.

 

 

Latest Activity

Name  - the name of the DMP

Template  - the DMP template used

Grant - the number of the grant funded the research under which the DMP is conducted

Role - your role in the different DMPs that you are involved in

Organization  - the organization responsible for the DMP development and delivery

Status  - the status of the DMP development (Draft, Saved, Finalized, Published)

Edited - date when the DMP was last edited

 

 

Draft

The panel shows the DMPs and Dataset Descriptions which are in draft mode by order of the user’s latest activity.

 

 

Create DMPs

 

 

Using the Wizard

 

There are three steps involved in creating a DMP when using the wizard: Funder - DMP Profile - Dataset Description.

 

1st step - Funder

 

Funding organisations

In the first drop-down menu, users may find the organisation that their research is funded by. In case that the name of a funding organisation is not in ARGOS, users may create a new record with the name and details of the funding organisation.

 

Grants

Then, from the following drop-down menu, select the grant that is associated with the research project of the given funding organisation. In case that the grant is not in ARGOS, users may create a new record with the number and name of the grant.

 

Projects

Select the name of the project that the grant corresponds to. In case that the project is not in ARGOS, users may create a new record with the name of the project and it’s associated grant and funder.

Note!  There may be many projects associated with a grant number.

 

 

2nd step - DMP Profile

 

Name - title of the DMP

 

Summary - brief description of what the DMP is about, it’s scope and objectives

 

Dataset Description template  - the description of a dataset according to a set of rules that is the dataset profile

 

3rd step - Dataset Description

Depending of the funding organisation that the DMP concerns, Dataset Description questions differ so that they correspond to and comply with the given organisation’s requirements.

 

Note!  A DMP can have more than one Dataset Description templates.

 

 


 

Using the Expert

 

There are four steps involved in creating a DMP when using the Expert.  General and Grant are by default, while Dataset Descriptions  and People appear upon completion of the aforementioned.

 

1st step - General

Title [b] [c] - title of the DMP

Description [d] - brief description of what the DMP is about, it’s scope and objectives

Related [e] Dataset Description Templates  - the description of dataset according to a set of rules that is the dataset profile(s)

 

Organizations - [f]  The names of the organizations involved in creation and revision of the DMPs.

Researchers [g] - the people associated with a role in the DMP development and publishing process.

DMP Template  - the name of the template of the specific DMP. The DMP Template facilitates discovery for re-usability matters (e.g. for future DMPs that are similar to the one indicated under the DMP Template).

 

 

2nd step - Grant

This is the same as the 1st step of creating a DMP using the Wizard (check above). It just has a different interface.

 

Saving the changes made under General and Grant , leads to the next two steps.

 

 

3rd step - Dataset Descriptions  

Depending of the funding organisation that the DMP concerns, Dataset Description questions differ so that they correspond to and comply with the given organisation’s requirements.

 

4th step - People

Includes name, email and editorial permissions of people involved in the creation and publishing of the DMP.

By using the “Invite Contributors”, more collaborators can have rights to edit the DMP.

 

 

 

Versioning

ARGOS provides the possibility of versioning to finalized and/ or published DMPs.

 

New Version  - starts a fresh version of the existing DMP

All DMP Versions  - shows the history of the different versions of the existing DMP

Clone - allows for the full content of a DMP to be copied to a new version

Delete - permanently removes the DMP from ARGOS

Export

ARGOS supports download of the DMP records in the following formats:

PDF, Document, XML, JSON (can be imported to other machine-actionable DMP tools)

 

 

 

 

Save DMPs - Wizard

 

Save

Saves all changes made to the DMPs.

 

Finalize saved DMPs

After saving a DMP, the DMP record created appears in the user’s dashboard under “My DMPs”. Find the DMP there and click on “finalize” to prohibit further edits to be made.

 

Publish DMP

After saving  and finalizing your DMP, you may decide whether to publish it in the OpenAIRE repository, i.e. Zenodo, by selecting “Publish”. By doing that, you are redirected to Zenodo where you can [h] get a DOI and select the appropriate license for your DMP as an extra output of your research.

[i]

 

 

 

Add Dataset descriptions

Adds more Dataset Descriptions to existing DMPs.

 

Using the Wizard

 

There are two steps involved in adding a Dataset Description when using the wizard: DMP - Dataset Description.

 

1st step - DMP

Selects an existing DMP from the drop-down menu.

 

2nd step - Dataset Description

Selects the template of the Dataset Description that users are required to describe their datasets with by corresponding to their grant funding organisations.

 


 

 

Using the Expert

There are three steps involved in adding a Dataset Description when using the Expert.  New Dataset Description Details, External References  and Description .

 

1st step - New Dataset Description Details [j]

DMP - Selects an existing DMP from the drop-down menu.

Dataset Description Template  - the description of dataset according to a set of rules that is the dataset profile

Name of the Dataset Description  - name that facilitates identification of the specific Dataset Description among many Dataset Descriptions of a DMP

Uri - of where the dataset is located

Description - brief description of the dataset described

 

2nd step - External References

This steps refers to datasets that are not created for the given project, rather they are re-used. All fields provide the possibility to upload new information to ARGOS to enrich what is already included in the sources of the Dataset Description Templates.

 

Data repositories  - list of repositories where datasets are stored and/ or preserved

External Datasets  - datasets [k]

Registries [l] - list of registries for datasets, metadata, vocabularies etc.

Services - services used for managing datasets throughout the whole research lifecycle

Tags - keywords facilitating crawling and discovery within ARGOS.

 

3rd step - Description [m]

Depending of the funding organisation that the DMP concerns, Dataset Description questions differ so that they correspond to and comply with the given organisation’s requirements.

 

 

 

 

3. User Management

Admins  prepare and configure the system. They select and configure information sources and define dataset profiles (templates).

 

DMP Managers launch and finalize DMPs. DMP Managers select appropriate Dataset profiles, invite researchers/ dataset managers for collaborative writing of the DMPs, close the editing process and publish the DMPs (url, pdf, xml etc).

 

Researchers/ Dataset Managers describe datasets according to fixed (systemic) and custom (profile-defined) attributes.

 

Add collaborators allows for more individuals to be given editorial rights to work on the DMP.

 

[a] this needs to be done with ARGOS credentials so that it displays ARGOS image

[b] change to Name

[c] for consistency

[d] change to Summary, for consistency with the Wizard

[e] this should be removed

[f] why don't we keep a registry of orgs?

[g] aggregate names from the ORCID

[h] the workflow from the integration is not clear yet

[i] this needs update. Publish and Get DOI are the same linking to zenodo workflow

[j] change to "Link Dataset Description to DMPs"

[k] why can't they upload datasets through zenodo?

[l]?

[m] change to "Dataset Description"