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  • DMP Editor Help

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Table of Contents

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Logging In and Out

How to Log in

To access DMP editor, go to https://my.usgs.gov/dmpeditor/, click on "Login" in the top right corner

  • For DOI

  • users
  • Users:

  •   Username
  •  Username is your email address and your password is your Active Directory password

  • For non-DOI users:

  •   Username
  •  Username is your email address and your password is your myUSGS password   

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Requesting a New DMP User Account

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for Non-DOI Users

  • To request a non-DOI user account, go to: https://my.usgs.gov/dmpeditor/ and click on either "Click the Click here" link as shown below link on the bottom left next to the log in, to request a user account

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  • You will be taken to a page like this: 
    Image Removedproceed to the Account Query Form page

  • Fill in all of the requested information and select Submit   Submit  

  • You will receive an email from myUSGS within 24 hours with your new user account information.

Forgotten Password

  • Non-DOI users: You can reset
  • their
  • your password
  • at  
  • at https://my.usgs.gov/home/resetPassword
  • DOI users: Please use your Department of Interior email address and your Active Directory password to log in

How to Log Out

  • To log out, click on "Logout" in the top right corner of the pagepage  Image Removed

Viewing Your DMPs

  •  Log in to the DMP site as
  • shown
  • described above

  • Click on
  • "
  • DMP
  • list" to
  • List to see the DMPs that you have access to 
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Sorting Columns

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  • From the DMP List you can sort columns by the ID number, Project Name or any of the other headings along the top of the table by clicking on the heading to sort/unsort
    This  When clicking the header you will sort each list alphabetically or numerically, and if you click it again it will do it in the reverse order

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Searching

  •  To perform a search, click in the search box and enter a term, title or keyword

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  •  For DMP Editor Managers (Admin), Data Stewards, and Organization Managers, there is a link to an advanced search directly below the search box which will take you to DMP Advanced Search page.  This search supports lucene search syntax that are often 'simply used' by using the connective words 'AND' 'OR'. If you search on Wild Horses, it will return DMPs that contain the words Wild AND Horses. You can narrow your results by adding OrganizationsRecords and Project Names filters. The connective word 'OR' is used with multiple selections within the filter. The connective word 'AND' between each filter. If you search on Wild Horses adding Organizations, Southeast Climate Science Center(SE CSC) OR Western Ecological ResearchCenter (WERC) as well as the Records, New Collection filters. You will return records containing the words Wild AND Horse which will be filtered within Organizations, (SE CSC) OR (WERC) and Records, New Collection.

    However, the link below goes into detail on how to use the lucene reserved characters to create powerful searches:
    The reserved characters are: + - = && || > < ! ( ) { } [ ] ^ " ~ * ? : \ / 


    For a guide on how to use lucene click Here.

    Once you have completed your search, the results may be exported as a JSON file or a CSV file. The links to export are at the bottom left of the search results. If there are multiple results, you may need to scroll to the bottom of the page to access the links.

How to Edit DMPs

Simple Edits

  • From the DMP List page, click on the "Project Name"/title for that project

  • To edit the DMP show page, click "Edit" (screen shot 1 below), or to edit an individual record click on that record (screen shot 2 below)
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    2Image Removed

  • The "ScienceBase's Project ID" is  is the unique identifier for the project record in ScienceBase

  • The "RFP Manager's ID" and " and RFP Manager's Stamp ID" are  are unique identifiers obtained from the RFP Manager tool during the proposal process (see below)
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Note: From the DMP show page, a PI can only edit the Co-PIs, add or edit records, and edit the Permission Also Granted To fields. The remainder of the fields

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is only editable by Admins and Data Stewards.

  • To delete a DMP, click X Delete

  • To delete a record within the DMP, click on the record located in the "Records" section (as shown above) Records section to open it
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  • Then click on "Delete" to Click Delete to delete just this record within the DMP

Adding Co-PIs

  • From the DMP Show page, click on "Edit" in click Edit in the bottom left corner
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  • Next, either click on the drop-down arrow or begin typing the name of the Co-PI in the Co-PI field, to see if they are already in the list list

  • If the Co-PI does not exist in the drop-down list, select " + Add New Co-PI

Once + Add New Co-PI

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is clicked, you are directed to the Create PI page. If they already have an account, the information will automatically populate when you enter their email address

  • If they do not have an account, you will need to fill in all of the required information and then click on "Create" in  in the bottom left corner

  • If you need to add more than one Co-PI, click on the "+Add New Co-PI" each  each time to add a new one

  • Click "Update" when  when you are finished to save your additions

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After you add a Co-PI, you may receive a warning message that the Co-PI does not have a DMP Editor Account or edit permissions

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  • If the Co-PI needs access to the DMP, please request an account or request and edit permission byclicking on the blue bar shown below
    Image Removedred wording following the error message

  • For more information on how to request an account, see RequestingaNewDMPuseraccount

Granting Permission to

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Designee

  • From the DMP Show page, click Edit in the bottom left corner

  • To give a designee permission to edit your DMP,   add their email address to the box next to "Edit Permission Also Granted To"

  • If there is more than one person you wish to grant permission to, separate the email addresses with commas, click "Update" to  to save your additions

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  • If the person/people you wish to add as a designee(s) does not have an account or edit permissions, you will receive a red warning message message

  • Click on the red warning message next to their email address and follow the instructions to request permission 
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    See instructions on how to request an account: RequestingaNewDMPuseraccountThe . The user will then receive a myUSGS email notification within 24 hours with their new account information information.

Revoking Permission from Designees

  • To revoke permission from a designee, delete their email address from the "Edit Permission also granted to" field field

  • Click on "Update" to  Update to save your changes

How

...

to enable email notification to PI when a Data Steward

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Comments

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on DMP

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  • Then click on the project title

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  • Once you are on your project page go to the bottom left and click on Edit

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  • Next, check On the DMP Show page, click Edit

  • Check the box next to "Notify PI of New Comment"

Image Removed(Need new picture here when DMP is edited.) 

 

  • Finally, go to the bottom left and click on "Update"

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  • As a PI, you will be notified of any new comments or needs from the Data Steward
  • Please note, the Co-PIs will not be notified when the Data Steward comments on an item

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  •  
  • Click on Update to save changes
  • Once an update is complete, an email message is sent to the PI, notifying them that the Data Steward has commented on their DMP

Note: The Co-PIs and designees will not receive notifications when the Data Steward makes comments on the DMP.

How to mark a DMP as Complete

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If you are a PI and you are completely finished with your DMP you can click on a box entitled "Flag DMP As Complete" and your Data Steward will be notified that it is complete.

To do so:

  • First log in using the log in instructions from above and navigate to your project page by clicking on the "DMP List" 
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  • and then click on the project title
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  • Finally, to save this option go to the bottom left of the screen and click on "Update"

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  • When the DMP is complete and ready to be reviewed by the Data Steward, go to the DMP edit page and click on Submit for Review

The will send an email message to the Data Steward notifying that the DMP is complete and ready for review.

Creating a New DMP

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  • Log in

  • Click on "+New DMP"

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  • Enter your project name or ID number if you have it
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  • Click on "Create" on  on the lower left

  • Continue to fill out the information on the DMP show page including any Co-PIs and add any designee(s) you wish to grant edit permission to.  If you do not select an Organization, the DMP will be readable by all Organization Managers and Data Stewards.  

Adding a New Record

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  • To add new records, go to your DMP page click on Add Record

  • Select your record type in the drop-down list for Section and then click on Create

  • Enter the information (You can enter up to

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  • 5000 characters within each field in the record entry)

Note: The records form has multiple sections that are shaded in gray which are not required during the proposal stage of the Data Management Plan (DMP). If a project is funded, all fields will then be required.

  • Click Update to save changes

Uploading a DMP Word Template

If you are using the NCCWSC DMP word template for maintaining

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the plan and would like to manage the DMP online, you can upload it

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into the DMP

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editor tool.

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To upload a template, the template must be a .DOCX document.

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The NCCWSC template is available at https://nccwsc.usgs.gov/content/data-policies-and-guidance

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  • Click on Click DMP list and select "New DMP"

  • Enter your the project name

  • Select the Template for NCCWSC templateDMP

  • Select "Create"

  • In the Records section, select "Import  Import records from document"
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  • Click Choose File,"  then locate the file you saved and click "Import Records"Record
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This will import all of your DMP records and they will be located in the Records

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 section of the DMP show

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Adding a New Record

  • To add new records to a DMP that you have created, click on "Add Record"
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  • Select your record type in the drop-down list for "Section" and then click on "Create"

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  • Enter the information (You can enter up to 5000 characters within each field in the record entry)
  • Note: The records form has multiple sections that are shaded in gray. The shaded gray sections are not required during the proposal stage of the Data Management Plan (DMP). If a project is funded, all fields are then required. 
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  • Then click "Update" to save

page. 

Downloading a DMP PDF

  • To download a PDF of your DMP click on "Download PDF" in  in the top right corner, and a PDF file of your DMP will be downloaded to your computer's download folder
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As the DMP moves through the different phases of the project life cycle, there will be multiple versions of the DMP available to download

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.