Confluence Retirement

In an effort to consolidate USGS hosted Wikis, myUSGS’ Confluence service is scheduled for retirement on January 27th, 2023. The official USGS Wiki and collaboration space is now SharePoint. Please migrate existing spaces and content to the SharePoint platform and remove it from Confluence at your earliest convenience. If you need any additional information or have any concerns about this change, please contact myusgs@usgs.gov. Thank you for your prompt attention to this matter.
Child pages
  • DMP Editor Help

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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

    • For DOI users:  Username is your email address and your password is your Active Directory password
    • For non-DOI users:  Username is your email address and your password is your myUSGS password   

...

...

  • You will be taken to a page like this
  • Fill in all of the requested information and select Submit  
  • You will receive an email from myUSGS within 24 hours with your new user account information.

...

How to Log Out

  • To log out, click on "Logout" in the top right corner of the page
     

...

    • Log in to the DMP site as shown above
    • Click on "DMP list" to List to see the DMPs that you have access to 

...

  • 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 will sort each list alphabetically or numerically, and if you click it again it will do it in the reverse order

...

  • 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)
    1
    2

  • 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)

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 are 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  section (as shown above) to open it
  • 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
  • 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 
  • If the Co-PI does not exist in the drop-down list, select "+ Add New Co-PI



You will be directed to a page that looks like the one below

...

. 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

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 as shown below

  • If the Co-PI needs access to the DMP, please request an account and/or edit permission by clicking on the red wording following the error message
  • For more information on how to request an account, see RequestingaNewDMPuseraccount

...

  • 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

 

  • 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 
  • Click on the red warning message next to their email address and follow the instructions to request permission 



See instructions on how to request an account: RequestingaNewDMPuseraccount

...

. The user will then receive a myUSGS email notification within 24 hours with their new account

...

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 Comments on DMP 

  • On the DMP Show page, click edit. Edit
  • Check the box next to "Notify PI of New Comment"


 

 

  • Click on "Update" to  to save changes
  • This will send an email message to the PI, notifying them that the Data Steward has commented on their DMP

Note, the : The Co-PIs and designees will not be notified when the Data Steward makes comments on the DMP.

 

How to mark a DMP as Complete

  • When the DMP is complete and ready to be reviewed by the Data Steward, go to the DMP edit page and click on a box titled "Flag DMP As Complete."


 

  • Click "Update" to save changes.  to save changes 

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

 

Creating a New DMP

...

  • Log in

  • Click on "+New DMP"

  • Enter your project name or ID number if you have it


  • 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

...

  • 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  and then click on "Create"

  • 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 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  to save changes

 

Uploading a DMP Word Template

If you are using the NCCWSC DMP word template for maintaining the plan and would like to manage the DMP online you can upload it into the DMP editor tool. 

...

To upload it, the template must be a .DOCX document. The NCCWSC template is available at https://nccwsc.usgs.gov/content/data-policies-and-guidance

  • Click on DMP list and select "New DMP"
  • Enter project name
  • Select the "Template" for  for NCCWSC DMP 
  • Select "Create"
  • In the Records section, select "Import  Import records from document"



  • Click on "Choose  Choose File,"  then locate the file and click "Import Records"


 

This will import all of your DMP records and they will be located in the

...

Records

...

 section of the DMP show

...

page. 
Image Modified

 

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

 

As the DMP moves through the different phases of the project life cycle, there will be multiple versions of the DMP available to download.