DMPTool Webinar 9: Talking Points for Institutional Stakeholders

Logistics for Webinar

You must call in for audio: 866-740-1260 access code 9870179#

Participants mutedAsk questions in chat any time

20 minutes for Q&A

Recording & slides, schedule of webinars: blog.dmptool.org/webinar-series

DMPTool Webinar Series 9: Talking Points for Stakeholder MeetingsSponsored by IMLS27 August 2013

Talking Points for Institutional Stakeholders

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Dan Phipps | @ItsDanPhippsUniversity of California Curation Center, California Digital Library

DMPTool Webinar Series 9: Talking Points for Stakeholder MeetingsSponsored by IMLS27 August 2013

28 May Introduction to the DMPTool

4 June Learning about data management: Resources, tools, materials

18 June Customizing the DMPTool for your institution

25 June Environmental Scan: Who's important at your campus

9 July Promoting institutional services; EZID Outreach Made Simple!

16 July Health Sciences & DMPTool - Lisa Federer, UCLA

23 July Digital humanities and the DMPTool - Miriam Posner, UCLA

13 Aug Data curation profiles and the DMPTool – Jake Carlson, Purdue

27 Aug Talking Points for Meeting with Institutional Stakeholders

24 Sept Beyond Funder Requirements: More Extensive DMPs

15 Oct Other tools and resources that work with/complement the DMPTool

5 Nov Case studies – How librarians have successfully used the tool

TBD Outreach Kit Introduction

blog.dmptool.org/webinar-series

Road Map

Goals of this Webinar

Collaboration Overview

Self Assessment and Outreach Planning

Talking Points and Other Outreach Materials

Example Talking PointsSourc

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Webinar Goals

• Provide follow-up to Environmental Scan Webinar

• Give overview of outreach basics

• Highlight useful techniques and materials

• Resources: example talking points documentation

From Flickr by Charlie Bird

Remember the Environmental Scan Webinar?

• Formal assessment though Informal contacts

• Libraries: Neutral, Service-Oriented, relationship building

• Understand the elements of your institution

• Learn more: blog.dmptool.org/webinar-series

Where can I find these Resources?

https://bitbucket.org/dmptool/main/wiki/Materials

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Goals of this Webinar

Collaboration Overview

Self Assessment and Outreach Planning

Talking Points and Other Outreach Materials

Example Talking Points

Collaboration is Important

From Flickr by Robotconscience, ILRI, Musgo Dumio_Momio, brewbooks, intelfreepress, signalpad

“Yes, Librarians work with Data”

• Remember: some people still associate libraries with books… and books only

• Be prepared to explain that you deal in all forms of information

• Some may not even be aware of the problems that you are able to solve

• If so: that’s where you start!

Source: Flickr Username: feuilllu

Librarian Mandate: Collect, Coordinate Resources

Image Source: Flickr Username: chrispederick, tusnelda;

Thought experiment source: Suzanne Briet

Collaboration Components

• Self assessmentWhat are you already doing?

• List of goalsWhat should you be doing?

• Outreach planHow are you going to do it?

• Develop materialsWith what?

Source: Flickr Username: andertoons-cartoons. Captain Planet © 1990 Program TBS Productions, Inc. and DIC Enterprises, Inc.

Libraries are the natural group to coordinate and

collate data management resources.

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Where to Make Contact:

• Information Technology• Grants Administration & Support• Department Administrators• Large Project Administrators and

Researchers• Graduate Students and Postdocs• Other Librarians

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Goals of this Webinar

Collaboration Overview

Self Assessment and Outreach Planning

Talking Points and Other Outreach Materials

Example Talking Points

Using your Environmental Scan

• Avoid duplicating effort

• Highlight gaps in service

• Set goals that can reasonably be achievedWhat can we do alone?Where do we need help?

• Start making materials!

commons.wikimedia.org/wiki/File:Welcome_mat_2.jpg

Self Assessment: Answer These Questions

• What services are you providing?

• What long term goals already exist?

• What can you handle internally?

• What can you contribute to those you can’t?

http://en.wikipedia.org/wiki/File:Gorshinriddler.JPG

Long Term Planning: Time

• It’s about the big picture, not the details

• Set monthly/weekly goals, not specific dates

• Work backwards from your major goals

• Be prepared to edithttp://en.wikipedia.org/wiki/File:GanttChartAnatomy.svg

http://commons.wikimedia.org/wiki/File:Paul_Signac_Femmes_au_puits_1892d%C3%A9tailcouleur.jpg

Short Term Planning: Urgency/Importance

Important/Urgent Grant deadlines

Upcoming meetings Answering patron

questions

Important/ Not Urgent Organizing/infrastructure

Creating resources Conference planning

Not Important/Urgent Paperwork

Daily obligations Cleaning the break room

fridge

Not Important/ Not Urgent

Pet projects Things you don’t actually

have to do (But maybe you want to)

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Goals of this Webinar

Collaboration Overview

Self Assessment and Outreach Planning

Talking Points and Other Outreach Materials

Example Talking Points

The Elevator Pitch

• Fast overview of how your organization addresses a problem

• Helps you capitalize on unexpected opportunities

Source: Flickr. Username: brizzlebornandbred

Research: Answer these Questions

• Do they have a stake in data services?

• Do you know anyone who can help you set up a meeting?

• What are your goals for this meeting?

• What happens if these goals aren’t met?

Source

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Talking Points: Tools for Getting the Most out of Meetings

Useful For:• Staying on

Message• Having Relevant

Facts on Hand• Making Sure your

Main Points are Addressed

Source

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Talking Points: Format

• NOT a script• Short, to the point

bullets• Keep it to one

page, easy to access

• For internal use only: format however is easiest for you

Source: Flickr. Username: ludiecochrane

Outreach Materials: Early and Often

• Outreach Plans, Talking Points, and Elevator Pitches

• Physical materials (handouts, posters) raise awareness

• Always be collaborating: can complicate individual projects, but build bridges for later

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Goals of this Webinar

Collaboration Overview

Self Assessment and Outreach Planning

Talking Points and Other Outreach Materials

Example Talking Points

Audiences

• IT Group• Grants Office• Department

administrators• Data manager/large

research project manager

• Other librarians• Grad students,

postdocs, PIs• Undergrads

Source: Flickr. Username: stijnbokhove

IT Group

• Possible goals: Setting up data repository, supporting data management tools

• Useful data: Usage statistics, technical requirements

• Pain point: Long-term maintenance required Source: Flickr. Username: redherring1up

Grants Office

• Possible goals: Outreach assistance, supporting DMP creation

• Pain points: Librarians typically not involved

• Useful data: White House/funder support of data plans increasing

Source: Flickr. Username: doug88888

Department Administrator

• Possible goals: Outreach

• Pain points: May not prioritize data management

• Useful data: Data use among students & researchers; Increased support from funders

Source: Flickr. Username: nasa_goddard

Data Manager/Large Project Research Manager

• Possible goals: Outreach

• Pain points: May be secure in funding w/o DMPs; don’t want to allocate time/funds to data management; privacy concerns

• Useful data: Data citation information, data access information

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Other Librarians

• Possible goals: Undertaking more ambitious projects, Establishing data services

• Pain points: Outside specialization, typical role. Lack of top-down support

• Useful data: Usage stats, funding opportunities, Informatics in Library Schools

Source: Flickr. Username: digitalnc

Grad Students/Postdocs

• Opportunities: Data acquisition, outreach

• Pain points: Misunderstanding librarian’s role, data’s role

• Useful data: on-campus resources; data access; data citation information; data access information

Source: Flickr. Username: kaakati

The DMPTool’s RoleThe DMPTool

gets you involved here…

…so you’re already at the table here!

Summary

• It takes time, and doesn’t always work, but collaborate projects can accomplish a lot

• Effective collaboration isn’t hard, but requires preparation

• Engaging in these practices is an investment in the long-term future of the library at your institution.

TP Resources

Bang!

https://bitbucket.org/dmptool/main/wiki/Materials

blog.dmptool.org/webinar-series

28 May Introduction to the DMPTool

4 June Learning about data management: Resources, tools, materials

18 June Customizing the DMPTool for your institution

25 June Environmental Scan: Who's important at your campus

9 July Promoting institutional services; EZID Outreach Made Simple!

16 July Health Sciences & DMPTool - Lisa Federer, UCLA

23 July Digital humanities and the DMPTool - Miriam Posner, UCLA

13 Aug Data curation profiles and the DMPTool – Jake Carlson, Purdue

27 Aug Talking Points for Meeting with Institutional Stakeholders

24 Sept

Beyond Funder Requirements: More Extensive DMPs

15 Oct Other tools and resources that work with/complement the DMPTool

5 Nov Case studies – How librarians have successfully used the tool

TBD Outreach Kit Introduction

Email

TwitterBlog

Facebook

uc3@ucop.edudaniel.phipps@ucop.edu@TheDMPToolblog.dmptool.orgFacebook.com/DMPTool

Questions?