Home

User Manual

Contents

1. Back to top Screenshot 17 Uninviting a participant After submitting the form the user will no longer be able to view or contribute to the planning process but any content such as ratings that they have previously supplied will still be available as part of the process 12 Stage 2 for RSO users As an RSO user you have the option through Stage 2 of assigning particular statements to individual participants and activating Stage 2 for all participants Once you are satisfied with your ratings in Stage 1 click on the Go to Stage 2 button in the bottom right of the page Stage 2 will then load presenting you with the familiar three legs of Organisation Technology and Resources If you click on a leg to expand it you will see all of the statements within the leg presented in a tabular manner as the following screenshot demonstrates Page 20 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk Stage 2 Collaboration Stage 1 Sages Sager Sages Invite Participant Manage Participants Organisational Infrastructure includes the policies procedures practices people the elements that any programmatic area needs to thrive but specialised to address digital preservation requirements It addresses this key development question What are the requirements and parameters for the organisation s digital preservation programme Statement Data Originator DO johnsmith SP My Rating eee ee Ee Eee CE SIE S
2. CARDIO collaborative assessment of resear data infrastructure ani Stage 2 Stages Steger Sages Invite Participant Manage Participants Contextual Information The Three Legged Stool Organisational Infrastructure includes the policies procedures practices people the elements that any programmatic area needs to thrive but specialised to address digital preservation requirements t addresses this key development question What are the requirements and parameters for the organisation s digital preservation programme ORGO1 Ownership and Management OENE ORGO2 Policies and procedures wy EUESERESERESER v ORGO3 Policy Review CUESERESERESER Screenshot 10 Statements within a Leg Each statement consists of a title a description and a set of associated objectives and risks Positioning your mouse cursor over a statement title will open a pop up where the statement s description objectives and risks can be viewed as shown in the screenshot below Page 14 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk CARDIO objectives ORGO1 Ownership and Management wy Description This statement is concerned with the extent to which there is understanding of ownership and management of research data For example is there appropriate understanding of who owns and has responsibility for managing data and associated documentation Are formal documented stateme
3. Terms of Participation 1 Joining CARDIO is free of charge 2 A valid email address must be supplied for your account to be activated 3 Your supplied email address will not be passed on to any other organisations 4 The website administrator retains the right to remove users fram the system and to edit or remove contents published on the website by the users Back to top emotes Camtre hiii Bydde Mio Ma DIC C JISC Screenshot 1 Registration page Any field marked with a red asterisk must be completed and a valid email address must be supplied as the tool will send an activation code to the supplied email address The Organisation field contains all of the UK HE institutions You should choose the institution you are affiliated with as this information will automatically populate any planning processes you make Note however that you may select a different organisation when creating a planning process if for example you are working as a consultant for a different organisation In the Role field you should enter your current role at your organisation This field will not have a bearing on the options made available to you within CARDIO it is purely for reference only Upon submitting the registration form a notification email will be sent to your supplied email address If you do not receive this email your spam filter may have moved it to your junk mail folder Within the email is an activation link Clic
4. Legal liability for breach of contractual responsibilities Legal liability for breach of legislative requirements e Legal liability for IPR infringement Loss of confidentiality of information Loss of non repudiation of commitments Loss of trust or reputation Repository loses mandate Screenshot 11 A statement s description objectives and risks Once you have finished reading the information relating to a statement you can close the pop up by clicking on the Close link If you feel that a statement is relevant to your organisation and it would be useful for you to provide an evaluation of how your organisation copes with the related objectives and risks you can provide a rating for the statement As shown in Screenshot 10 above beneath each statement is a set of rating levels featuring buttons for Not Applicable Unknown and ratings 1 5 If you position your mouse cursor over one of the rating levels a pop up will display characteristics that an organisation exhibiting this rating level might be expected to feature as the following screenshot demonstrates Page 15 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk ORGO1 Ownership and Management ae EEE Mandate ORGOz2 Policies and p PPA e Informal responsibility ta manage EEG Informal rights to undertake data management on basis of stakeholder assurances A Informal selection of data to manage ORGOS Policy Revie assumed o
5. Yes Organisation ONo e ONo O Technology O Resources Generate report Screenshot 30 PDF generation options Through these options you can specify if you would like your report to focus on one particular leg or all legs and whether the report should include the objectives and risks Once you have completed Stage 5 further options will also be available for including task assignment see Section 18 below for more information Depending on the options selected the generated PDF will contain all of the information supplied by users in the previous three stages including contextual information about the organisation details of participants all of the graphs that are available through Stage 4 statement descriptions and ratings justifications and summaries Once generated you may save the PDF and use the data contained within as you see fit The final section of Stage 4 as shown in Screenshot 28 above is the User Ratings section This presents a summary of all of the user ratings for each statement across the three legs in a similar manner to Stage 3 18 Stage 5 for RSO users If you are an RSO user you will be able to navigate from Stage 4 to Stage 5 as soon as you have finalised Stage 3 At Stage 5 it is the job of the RSO to assign a date for the next review if applicable and to assign responsibility for improving certain aspects of the organisation s capacity for managing research data to one or more participants This i
6. http cardio dcc ac uk CARDIO ORGO1 Ownership and Management Oo Reasoning for your rating think our organization has an informal responsibilty to manage data and there it definitely an informal selection of data for management bated on the characteristics of aur data This is all documented on our project wiki link supplied I m alzo supplying a POF with further information about ownership issues Download previously uploaded PDF about this rating http wiki hatiil arts gla ac uk Characteristics for rating level 3 mamase Informal responsibility to manage data Informal rights to undertake data management e g on basis of Stakeholder assurances Informal selection of data to manage e g assumed on basis of individual data characteristics Documented data management objectives Rating made on 19 April 2011 Screenshot 27 Read only view 17 Stage 4 Once Stage 3 has been finalised you will be able to view Stage 4 The purpose of Stage 4 is to gather all of the information supplied during the previous stages together and to present it in an easy to follow visual manner Through this stage it is also possible to export the supplied information as a PDF for further use beyond the CARDIO tool When you first reach Stage 4 a radar graph that plots each participant s overall ratings for each of the three legs will be displayed as the following screenshot demonstrates Page 29 of 42 CARDIO
7. April 2011 http cardio dcc ac uk CARDIO ements that any programmatic area needs to thrive but specialised to ad he reguireme ital preservati think our organisation has an informal responsibility to manage data and there is definitely an informal selection of data for management based on the characteristics of our data This is all documented on our project wiki link supplied I m also supplying a POP with further information about ownership issues Download Justification for this rating URL provided http wiki hatii arts gla ac uk Characteristics e Informal responsibility to manage data s Informal rights ta undertake data management on basis of stakeholder assurances e ee Screenshot 21 Pop up containing a user s rating information Through Stage 3 it is possible to update a rating you have supplied for a statement through a drop down list as you can see in Screenshot 20 above If you select a different rating level through this list then a window will appear that enables you to supply an updated justification for your rating as shown in the following screenshot Justification Reasoning for your rating Browse Upload a PDF about your reasoning P l Enter a link to further information about your rating CJ informal responsibility to manage data CJ informal rights to undertake data management on basis of stakeholder assurances CJ informal selection of data t
8. and managing a planning process Users who take on this role may have a bespoke post within an organisation or a more established position such as a subject librarian Their role within CARDIO is one of coordination between those generating data and representatives of those infrastructural services required to support its effective management Expected to be an independent facilitator to both communities the RSO is conscious of the roles and responsibilities of each with their primary motivation the pursuit of wider organisational objectives consistent with good data management best practice The RSO will be responsible for inviting participants to join a planning process assigning responsibilities to participants making overall decisions about ratings and progressing a planning process through its five stages 4 2 Data Originators DO Users of this type will generally be researchers who typically generate digital content and associated descriptive material and who are reliant on infrastructural services to support the creation curation and dissemination of research data DO users will participate in a planning process by providing their evaluation of the organisation s research data infrastructure potentially focussing on certain specific aspects and then engaging with other users to formulate plans for future improvements 4 3 Service Providers SP Users of this type will provide a service that supports the management of an or
9. attaining within your organisation before the specified review date together with any additional text the RSO may have supplied Beneath this list you will see buttons labelled Accept and Decline If you are happy to accept responsibility for the specified tasks click on the Accept button and a window will load that allows you to select a date for when you aim to make the improvements by as shown in the screenshot below If the RSO has supplied a review date then this will appear by default but you can override this if necessary Once a date is supplied click the Save button and your acceptance will be logged Accept Responsibility Responsibility Select a Review Date 10 June vj201 OC Da Screenshot 36 Accepting Responsibility for a Statement Page 38 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk Stage 5 will then reload and in place of the accept and decline buttons you will see Task responsibility accepted If you do not wish to accept responsibility for the specified tasks click on the Decline button and a window will load that will allow you to enter a reason This is intended to help the RSO reassign the statement to another person or to select more applicable tasks and then reassign it to you again if appropriate Simply type your text into the text area and click the Save button for your decision to be logged MAA a Decline Responsibility x Let the RSO know why Scree
10. automated email notification containing a list of any tasks assigned to each individual will be sent to these people and you may also choose to specify your own message using the box below Each person will then be able to accept or decline the tasks you may also choose which participants to send emails to by ticking the checkboxes beside their names Participants Data Originator Data Originator cardiotool gmail com DO User with 9 tasks assigned across 2 statements johnsmith John Smith amh arts gla ac uk SP User with 5 tasks assigned across 2 statements Your message optional Go to Stage 4 Back to top Screenshot 33 Activating Stage 5 Once Stage 5 is activated for all participants you will begin to receive notification emails as each user accepts or declines responsibility for their assigned statements Each of these responses will be logged through Stage 5 as the following screenshot demonstrates Data Originator johnsmith My DO SP 30 40 d Accepted 30 Declined Supplied reason It s not really my area of expertise Screenshot 34 User Responses logged through Stage 5 If you hover over the Accepted or Declined text you will be able to view the supplied date by which the participant aims to have the tasks completed or the supplied reason as to why the participant declined to accept responsibility Page 36 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac
11. discussion page for the statement in question will be able to view your message If during the course of your discussions you reach the conclusion that you would like to update your rating this can be accomplished through the rating and justification section beneath the chat interface This works in an identical manner to the options Page 26 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk provided through the three legged stool as discussed in Section 10 above In addition clicking on a new rating level will post a notification message to the chat window and will automatically update the overall rating for the statement To quit the discussion and return to Stage 3 of the process click on the Quit Discussion amp Return to Stage 3 button or click on the Stage 3 button in the blue bar above the main page If you are logged in as an RSO user you will also be able to supply an updated overall rating for the statement if necessary This option will appear beneath the option for updating your individual rating as the following screenshot demonstrates and operates in an identical manner cases compliance with external requirements is Type your message implied Quit Discussion amp Return to Stage 3 As the RSQ you can choose to terminate the discussion so that no further discussion takes place regarding this statement Terminate Discussion Your Rating and Justification CREE Rating m
12. poe la 2 ORGO6 Internal Audit of research activities Screenshot 18 Assigning statements to participants in Stage As with Stage 1 positioning your mouse cursor over a statement title will display the statement s description objectives and risks The table contains columns for each of the participants you have invited plus a final column that lists the ratings you have given each statement if applicable If you hover over a participant s username in a column heading a pop up will load that displays some information about the user such as their name and email address If you wish to assign a statement to a participant simply click on the relevant checkbox in the participant s column Doing so will automatically save the assignment and you can remove the association by clicking on the checkbox again Assigning statements is a purely optional part of the CARDIO process and users are still able to submit ratings for statements they have not been assigned to The assignment of statements simply highlights the chosen statements in yellow when the user comes to view the legs with the aim of helping the user tell at a glance which statements are of the most relevance to them Note that it is perfectly acceptable to assign a statement to multiple participants or leave a statement unassigned Once you have made all the statement assignments you consider necessary you can choose to activate Stage 2 for all users by clicking on the Activa
13. uk Note that you can reassign responsibility after the user has accepted or declined Simply unselect the checkbox above the accepted declined text and the user will no longer be associated with the statement in the system You may then assign the statement to another user or reassign it to the same user after updating the associated tasks if necessary To ensure participants are kept up to date with their assignments you can resend the notification emails by clicking on the Resend notification emails button at the bottom right of the page This will load the same page as shown in Screenshot 33 above and if necessary you can limit the recipients of the email to only those affected by your updates 19 Stage 5 for DO and SP users When Stage 5 has been activated you will be able to navigate to it by clicking on the Stage 5 button in the blue bar above the main page or by clicking on the Go to Stage 5 button at the bottom right of Stage 4 During Stage 5 the RSO may assign one or more statements to you specifying particular tasks that should be focussed on before the next review Through Stage 5 you are given the option of accepting or declining to take responsibility for these statements When you first load Stage 5 you will be presented with the three legged stool containing all of the available statements Above this the date of the next review will be displayed if this was specified by the RSO Any statements that have been assigned t
14. 2 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk Begin New Planning Process You may use an existing planning process as the basis for your new process This will copy all of the contextual information ta the new process and will automatically associate the users who were involved in the previous process You may then edit any of this information once the new process launches Alternatively click on the start completely new process button ta begin a fresh process Base new process on an existing one User Manual Process 2 Version 1 completed on 29 April 2011 Review Date 10 June 2011 Alternatively start a completely new process Back to top Screenshot 39 Starting a new iteration of a planning process through the New Process page Secondly if you load Stage 5 of the completed planning process that you would like to create a new version of you will find a button labelled Start a new iteration at the bottom left of the page Click on this to begin a new version Starting a new version of an existing planning process will copy all of the contextual information you supplied in the previous version and will populate the new version with it In addition all of the participants who were associated with the previous version will also be automatically associated with the new version Note that you can however invite new participants or remove existing ones 22 Comparing iterations of a planning proc
15. User Manual Version 1 April 2011 http cardio dcc ac uk CARDIO collaborative assessment of resear data infrastructure ani Stage 1 Stage 2 Stage 3 Stage 5 Invite Participant Manage Participants Graph of overall ratings across the three legs Click on a leg name to view a graph of the statements within the leg Organisation Legend Data Originator DO johnsmith F usermanual RSQ a Overall Rating Resources Technolo Technology Technological Infrastructure consists of the requisite equipment software hardware a secure enviranment and skills ta establish and maintain the digital preservation programme It anticipates and responds wisely ta changing technology t addresses this key development question How will the organisation meet defined digital preservation requirements View a radar graph of this leg B Generate PDF Report w User Ratings Organisation Technology Resources Go to Stage 3 Goto Stage 5 Back to top Screenshot 28 Stage 4 showing the top level graph Through the top level graph you can easily identify any discrepancies between participant s ratings of each leg and where the overall rating fits Within the legend towards the right of the page you can hover over a participant name to view more information about the participant in question Clicking on the checkbox beside a participant s name will remove this user from the graph and clicking a second time will reinstat
16. ade on 19 April 2011 Overall Rating and Justification DOnna Rating made on 29 April 2011 Screenshot 25 Additional RSO options Supplying an overall rating will override the automatically calculated overall rating and you can choose to select characteristics and supply justification for this overall rating As an RSO you may also choose to terminate the discussion for the current statement Doing so prevents any further discussion from taking place about the statement participants will still be able to view the log of previous messages but no further postings will be possible Click on the Terminate Discussion button to finalise the discussion for the statement in question This will bring up a confirmation box as shown in the following screenshot Click the Terminate Discussion button within this box to complete the process of finalising the discussion Are you sure x Are you sure that you want to terminate the discussion Further discussion of this statement via chat will not be possible within this planning process This cannot be undone Pearce Tite Ones Screenshot 26 Terminate Discussion confirmation box Page 27 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk 16 Completing Stage 3 The overall aim of Stage 3 is to compare your own ratings to those of other participants to identify areas where perceptions differ and to try and gain an understanding of why difference
17. d without too many restrictions and operate within a framework of Organisation licensing Generate PDF Report w Technology User Ratings Fa Data Originator 00 2 E johnsrith SP 4 Go to Stage 3 usermanual RSQ 1 ees Overall Rating 2 33 Screenshot 29 Radar graph of statement ratings within Organisation Resources The radar graphs of a selected leg display each of the statements within the leg as axes with the ratings given by each participant together with the overall rating plotted along these axes Through these graphs it 1s easy to observe the various points of convergence and divergence in order to plan for future improvement As with the top level graph you can hide and show the points plotted for one or more participants by clicking on the checkboxes in the legend in order to make the graph easier to follow You can also hover over an axis label in order to display a pop up that contains the Statement description together with a breakdown of the user ratings that are plotted on the graph as shown in the above screenshot Beneath the graph is an option labelled Generate PDF Report Clicking on this will display a set of options that enable to you tailor a report to your specific needs as the following screenshot demonstrates Page 31 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk D Generate PDF Report A Leg s Include Objectives Include Risks All e Yes e
18. d by users for each statement are compiled enabling the participants to see at a glance how their perceptions of the research data infrastructure match the perceptions of other participants and what the overall ratings for each statement are Through Stage 3 the participants also have the option of discussing their ratings through a built in instant messaging system Using this system users can discuss any statements where their perceptions differ and the RSO can mediate in these Page 5 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk discussions Users may then choose to update their ratings on reflection and the RSO may choose to record a different overall rating for the statement 5 4 Stage 4 Conclusion In stage 4 all of the information previously supplied by users is brought together visually Ratings are displayed in a variety of graphs to allow the participants to easily tell where improvements may need to be made If the planning process is based on an earlier iteration of the plan then further graphs comparing ratings over time are also made available Also at this stage there are options for the participants to tailor a PDF report of the information that has been generated which can then be downloaded for use outside the tool 5 5 Stage 5 Commitment In the final stage of the planning process the participants should decide which areas of their organisation s data management infrastructure can o
19. d on our project wiki link supplied I m also supplying a POF with further information about ownership issues Upload a PDF about your reasoning CADocuments and Settil Browse Enter a link to further information about your rating http Aviki hatii arts gla ac uk Save Characteristics for rating level 3 fim l Informal responsibility to manage data J Informal rights to undertake data management on basis of stakeholder assurances Linformal selection of data to Manage assumed on basis of individual data characteristics Documented data management objectives Clear Rating made on 19 April 2011 Screenshot 13 The Why box showing reasoning and characteristics Once you have supplied your reasoning click on the Save button to upload it Beneath the reasoning boxes there is a further section that contains the characteristics that are associated with the rating level If there are multiple types of characteristic for example Mandates and Actions these will appear in separate tabs click on the tab to show the characteristics Clicking on the checkbox next to a characteristic that is applicable to your organisation will save it in the system Selected characteristics will form the basis for suggested improvements to your organisation s data management practices during Stage 5 see Section 18 below so it is useful to record them After uploading your reasoning and selecting characteristics it s
20. demonstrates Statement ratings across the iterations Legend E Version 1 m Version 2 Screenshot 41 Comparison of statement ratings across multiple iterations 23 Further Information and Supplying Feedback If you require further information or help on a particular topic relating to CARDIO please feel free to contact us at cardio dcc ac uk If you have any feedback on the tool we would be delighted to hear from you at the same address Page 42 of 42 CARDIO User Manual Version 1 April 2011
21. e first step of a new planning process is to supply some contextual information such as a name data types involved and scale of data as the following screenshot demonstrates The only mandatory information is the planning process name which will be used by all participants as a means of identifying a process However it is useful to supply as much information as you can as this will help the other participants in your process to gain an understanding of exactly what is being assessed The contextual information supplied will also automatically populate a subsequent iteration of the process see Section 21 below for more details You may supply further contextual information through Stage 1 after the initial upload of data so if more information becomes available this can be added Note that the contextual information is used purely as an aid to the planning process and will not affect any options that are available to you in subsequent stages of the process Page 11 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk CARDIO stage 1 Commencement User Manual Process 1 University of Glasgow Deparment X Alphanumeric in database Alphanumeric in spreadsheet C Audio LI CAD Geospatial Data Type s physical O Audio Tapes C Laboratory Notes COl Maps CI Notebooks CI Paper files O Al LI AIF OI AM CI BMP CSV Topic s of Research Arts amp Humanit
22. e the user If you hover your mouse cursor over an axis label a pop up will display a description of the leg and will present you with the option of opening a graph of the statements within the selected leg It is when you drill down into the statements contained within a leg that the radar graphs become more enlightening as the following screenshot demonstrates Page 30 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk CARDIO Graph of ratings within the Organisation leg Return to top level graph ORGO1 Legend Data Originator DO johnsmith SF usermanual RSO Overall Rating Sharing of Research Data Access to Research Data One of the hallmarks of data management is sharing By this we mean the systematic management of research data so that they can be reused and re purposed It aims ta maximize the value of research data by facilitating easy storage and retrieval while protecting and at times enhancing their utility In some Institutions this may be happening if you have an IR project underway see TECH 11 CARDIO assesses all aspects of sharing the degree of Institutional commitment to a sharing ethos whether it is centrally managed and the degree to which it is implemented within departments between departments or externally Access may be allowed during the project lifetime or after completion User Ratings Ideally sharing should be enabled in a timely manner offere
23. ed in bold are currently online assesses how you will use that information to demonstrate certain things about your research statement so I m going to do it now activities and about the behaviour of x e researchers It can refer to the use of notebooks 16 21 usermanual Rating updated to 4 johnsmith SP spreadsheets and databases for recording 16 22 usermanual lve chosen rating level 4 because we have stages in creation and usage of the data and actually undertaken a formal internal audit using DAF i recording changes made to the data 16 23 johnsmith Have we wasn t aware of that usermanual RSO For CARDIO you are not required to present any 16 23 Data Originator Yes last September evidence that this is taking place rather to 16 24 johnsmith Ok in that case think should have given a o assess the degree to which you are capable of ating of 4 as well Data Originator DO generating such audit information A number of 16 24 johnsmith I ll update it now the questions within this element refer to the 16 24 johnsmith Rating updated to 4 prevailing culture of the Institution and whether 16 24 usermanual That s great think we can bring this or not there is an agreed understanding or discussion to a close now then expectation that audit trails and record keeping are part of the duties of a researcher In some cases compliance with external requirements is Type your message implied 16 21 Data Ori
24. ent e g by agreement with data funder Rating Level 4 Formal selection of data to manage e g based on defined organisational data programme selection criteria Rating Level 4 Widely known data management objectives Rating Level 4 Legally ir responsi data e g in contra Rating Le Legally ir undertak e g expli contract Rating Le Ratified manage i legislatio agreeme Rating Le Ratified objective organisa Rating Le Characteristics chosen by participants Documented responsibility Screenshot 32 View amp Set Up Tasks Legally instantiated The characteristics highlighted in yellow are those that have been selected during earlier stages Each characteristic leads to another at a higher rating level and it is possible to view these for each higher rating level to decide which should be the focus for improvement before the next review Clicking on the checkbox within a characteristic s box will select the characteristic as the focus for improvement before the next review Page 34 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk To view the higher levels for each characteristic you can either use the horizontal scrollbar underneath the list of characteristics or you can click and hold the left mouse button within the blue area and move the mouse left or right to scroll the area Beneath the sections for selecting characteristics 1s a textbox where you can supply any f
25. ers within a higher education organisation to evaluate the capacity of their organisation to effectively manage research data The tool enables you and your colleagues to individually assess perceptions of your organisation s research data infrastructure and to then share and discuss these perceptions with the aim of reaching a consensus about the current capacity for research data management By collaborating through the CARDIO tool you will then be able to identify practical goals for improvement in data management provision and support identify any operational inefficiencies and opportunities for cost saving and make a compelling case to senior managers for investment in data management support 3 System Requirements The CARDIO tool is an entirely web based tool that works in all modern web browsers in Windows Linux and Apple OSX The following web browsers are recommended Mozilla Firefox version 3 5 or higher Google Chrome Microsoft Internet Explorer version 8 or higher Apple Safari Your browser must have Javascript enabled in order to use the CARDIO tool and a screen resolution of at least 1024x768 is recommended 4 User Roles The CARDIO tool features three broad categories of user although a lot of the functionality available to each user is comparable Page 3 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk 4 1 Research Support Officers RSO This user type is responsible for beginning
26. ersion 1 April 2011 http cardio dcc ac uk Change the order of the table by clicking on a column name You can load a planning process at Stage 1 by clicking on its name Alternatively the Go to Stage column displays each of the five stages for every process as a button Stages that are available to you display their number in blue text and clicking on the number loads the appropriate stage Stages that are not yet accessible appear with a white number 9 Beginning a new Planning Process If you are registered as an RSO you may begin a new planning process by clicking on the New Process link in the top level tabs Doing so will load a page where you can initiate a planning process This will either present Stage one of the planning process or if you have already completed a planning process you will be given the option of basing your new process on a previously completed version See Section 21 below for more information on starting a new iteration of a planning process Within the blue bar of each page associated with a planning process you will find buttons showing the five stages of the process The stage you are currently viewing will be highlighted in green Any stages that are available to you will display their text in blue and you may navigate to a stage by clicking on the button The buttons for any stages that are not currently accessible will feature text in white and will not be clickable as shown in the screenshot below Th
27. ess 0 18 12 AE LTR O ee r E E E E 20 13 Stage 2 for DO and SP USCS ccs sssscececnoscesssssaceceaasseavasssaceaesbosddessssaceceeaseeauans 22 14 S e E E S 23 15 The CARDIO Discussion TOO ccccccccececceccccceceeeeaeaeeeessseeeeeeeeeeeeeeeeees 25 16 COIN OCU Stane seiri ena EE OIERA ERTES 28 17 Ere e e E N EE E E EE E N 29 18 SCI TIER O WS C06 n R E E E 32 19 Sare Or DO and SP USE Sasi A 37 20 Finalising your planning Proce ccccccscssssseseccccccceaeseeseecccceeeeaaeaseseeeeees 39 21 Starting a new iteration of a planning process seeessssssssseeeesssssssseeeereo 40 2l Comparing iterations of a planning PLOCeSS cccccccccceesseeeeeeeeeeeeeeeeeeeees 4 22 Further Information and Supplying Feedback neeeosseoeennssessssseeeesssssssse 42 Page 2 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk 1 Introduction This document presents a guide to using the Digital Curation Centre s CARDIO tool http cardio dcc ac uk It offers an overview of the main features of the tool a definition of the ways in which users can interact with the tool and a complete walkthrough of a sample planning process that can be referenced as you conduct your own planning processes 2 What is CARDIO CARDIO Collaborative Assessment of Research Data Infrastructure and Objectives is an online collaborative tool that enables a group of researchers and service provid
28. ess When working through a subsequent iteration of a planning process most of the stages are identical to the initial run through The only differences are the contextual information in Stage 1 as discussed in the previous section and the graphs that are available in Stage 4 In addition to the graphs mentioned in Section 17 above a selection of new graphs that plot changes in ratings over time through the various iterations are available These graphs can help you identify where improvements have been made and other areas where the desired improvements have not come to fruition When viewing the top level graphs in addition to the graph showing the overall ratings of the three legs for the current iteration there is a graph that plots the overall ratings for the three legs across all available iterations as the following screenshot demonstrates Page 41 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk Compare Previous Iterations Legend C Organisation m Technology C Resources Version 1 Version 2 Screenshot 40 Comparison of overall ratings across multiple iterations When viewing the statement ratings within a leg for a planning process that has one or more previous iterations there is an additional graph that plots the overall ratings for each statement across each iteration allowing you to tell at a glance where any improvements or regression might exist as the following screenshot
29. ganisation s research data This may include representatives from the library information services legal support and financial services SP users will supply an evaluation of the services they provide and also potentially other aspects of the research data infrastructure As with DO users SP users will also engage with other users through CARDIO to develop plans for future improvements 5 A brief overview of a CARDIO Planning Process A CARDIO planning process is split into five stages and one or more user types 1s involved in each stage 5 1 Stage 1 Commencement The RSO is responsible for beginning the planning process and through Stage 1 s he can supply a variety of contextual information about the nature of the Page 4 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk assessment which other participants will then be able to reference once they are involved Through Stage the RSO will also be able to provide their own evaluation of the research data infrastructure which will then be shared with other users during Stage 3 The evaluation of the research data infrastructure takes place via a series of individual statements that are presented within three broad categories or legs These legs are named Organisation Technology and Resources and within each leg there are between eight and eleven statements that relate to each aspect of data management The RSO can supply a rating of between one
30. ginator Good afternoon 16 21 usermanual lve realised forgot to supply a rating for this Username Your Rating and Justification COKE v Rating made on 19 April 2011 Screenshot 24 The CARDIO discussion tool As the above screenshot demonstrates to the left of the discussion tool you will find the statement in question together with its description and any other associated information Towards the right of the blue box is a list of all the participants who are involved with the process If the name appears in bold this means the person is currently using the CARDIO tool If you hover your mouse cursor over a participant s username a pop up will display some additional user information for the person Hovering over a participant s rating will display all of the information supplied about the rating Similarly hovering over the overall rating will open up a table providing a detailed breakdown of the overall rating in the same way as shown in Screenshot 23 above Towards the centre of the page is the chat interface for the discussion tool This consists of a scrollable area where any messages posted by participants are displayed and a textbox underneath through which you can post your own messages To post a message simply type into the Type your message box and either click the Send button or press the enter key After a brief delay your message will appear in the box above and any participant who views the
31. gn up as a participant After they have signed up you will be sent a notification In order to view a list of all the participants in your process click on the Manage Participants link Participants are listed in a tabular manner and clicking on a column heading allows you to order the table by that column as shown in the following screenshot Users associated with this planning process Stage 1 Stage 2 Sages Saget Sees Invite Participant The following users are currently associated with this planning process Click on the uninvite link beside a user s name to remove them from the process Username Surname Forename Email Role Organisation Date Joined Screenshot 16 List of Participants If you need to remove a person from a planning process you can achieve this by clicking on the Uninvite link beside a person s username Doing so will load a form where you can optionally supply a message that will be sent to the individual you are removing as shown in the following screenshot Page 19 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk send a message to the user Stage 1 Stage 2 stages stage stages Invite Participant Return to Manage Participants page An email will be sent to amhaarts gla ac uk informing John Smith that they will no longer be associated with the planning process If you would like to include a personalised message please enter it into the box below Message
32. http cardio dcc ac uk collaborative assessment of research data infrastructure and objectives User Manual Page 1 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk Contents l Mico duc O ie e E E E E E T S 3 2 WH a AS CARDIO aee E E AE 3 3 System nacez UUE es 82 1 A eee ec eee ee enn ne en nee ere or eee 3 4 MSS i EROS us joss cease eee E A A T A 3 4 1 Research Support Officers RSO cccccccccssssssseececeeceeeeeseeeeeeeeeeseeeeeeees 4 4 2 BOr O DO wereeernertrerton teeter E E S 4 4 3 Service Providers SP nn ee ee nn nee en ne a a 4 5 A brief overview of a CARDIO Planning Process cc ceeeeeeeeeeeeeeeeeeeeeees 4 5 Stace 1 COMMS NCS IC ING socera r E 4 DZ e COMA DOM AOU n tm cceancncetonc sen E E aaraaracenaatee 5 5 3 Stage 3 Clarification and Consensus cccccccssssesseccceceeeeeeeeeseeeeeeeeeaaas J 5 4 le C STO aa E EE 6 5 5 Stage oC OMIMIT AICI 5 541scccchacecesanssnaeesmacuonsastesanteacadecsaseesancmecueensasnesaceneiane 6 6 FR ORAS HT Wy RD a coesterrpectse tec Ea 6 7 Logging in and managing your user ACCOUNL ccceeecsssseseeeeeeeeeeaeeeeseeeeeees 8 8 Listing your Planning Processes cccccccceccssseseeeeeeeeceaaaeeseeeeeeeeeeeaaeeesees 10 9 Beginning a new Planning Process ccccccssssssseeceececeeeeeseseceeeeeeeaaeeeeees 11 10 Toe Tiree Locrcd Sool snenie aR 13 11 Inviting and Managing participants in the Planning Proc
33. ies C Biotechnology amp Biological Sciences Cl Economic amp Social Cl Engineering amp Physical Sciences CI Medical Scale of Data files 1000 10000 Scale of Data size 20GB 100GB Automatically generated Screenshot 7 Stage 1 contextual information section Once you are satisfied with the information you have supplied click on the Update button to save it A green notification box will temporarily appear towards the right of the screen to inform you that the data has been recorded as the following screenshot demonstrates Such notification boxes are used throughout the five CARDIO stages Screenshot 8 The notification box Page 12 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk After submitting the contextual information for the first time Stage 1 will reload with more information and options available as the following screenshot demonstrates uv About List Processes Ej New Process Meer Log Out CARDIO Stage 1 Commencement Stage 2 Sages Sager Stages Invite Participant Manage Participants gt Contextual Information The Three Legged Stool gt Organisation gt Technology Resources Go to Stage 2 Back to top Oa ie rt University Humanities Advanced Technology _ T D IS ew of Glasgow amp Information Institute a Funded by JISC ule University of L Comovtes Cas Screenshot 9 Stage 1 after subm
34. itting contextual information Once the contextual information has been submitted your chosen planning process name will appear as the selected tab in the top layer of tabs Stage 2 will also become available through the stage buttons in the blue bar and the Go to Stage 2 button Within the blue bar there will also be buttons for inviting and managing participants Finally the Three Legged Stool section containing the statements grouped into Organisation Technology and Resources legs will be available underneath the contextual information Note that you can still access and update all of your contextual information by clicking on the Contextual Information link to expand that section of the page 10 The Three Legged Stool Within CARDIO the evaluation of research data infrastructure takes place within three categories or legs The Organisation leg focuses on organisational infrastructure such as policies procedures and people The focus of the Technology leg is on the technological infrastructure that supports research data management while the third leg Resources focuses on issues such as funding Within the CARDIO tool the three legs are presented as sections within the web page as can be seen in Screenshot 9 above Clicking on a leg will expand it giving you access to each of the statements contained within as the following screenshot demonstrates Page 13 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk
35. k on this link to complete the registration process Note that some email clients split long links over multiple lines and occasionally only display a partial link The email contains instructions on where the full link ends and you should make sure the full link appears in your web browser when you click on it Once you click on the link you should be presented with a page similar to the following screenshot and the registration process will now be complete A further notification email will also be sent to your account Page 7 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk CARDIO assessment of research data infrastructure and objectives User account activated Your CARDIO account has been successfully activated and you can now log into the tool and create planning processes through the CARDIO homepage Back to top Screenshot 2 Account activation page If another member of your organisation will take on the role of RSO you may still register using the process mentioned above Alternatively you may wait until the RSO invites you to participate in a planning process at which point you will receive a notification email containing a link to a registration page This form is identical to the form mentioned above except your email address will already be filled in and contact details for the RSO who asked you to participate will be displayed In addition you will not have to verify your email addre
36. n assigned to users who have not yet accepted responsibility for them You may continue with the sign off process or you may wish to cancel and reassign or unassign the statements Statement Assigned to ORGOS Policy Review johnsmith Jahn Smith ORGO4 Sharing of Research Data Access to Research Data johnsmith John Smith ms S Screenshot 38 Finalise Process Using this page you can change the date for the next review if necessary and supply your closing comments which will be displayed at the bottom of Stage 5 for all participants to see Also listed will be any statements that have been assigned to a participant but have not been accepted You can proceed with the finalisation even if there are unaccepted statements or you can choose to cancel the finalisation and reassign the statements Clicking the Finalise Process button will complete the process and return you to Stage 5 21 Starting a new iteration of a planning process When you are ready to begin a new version of a planning process for example if the date for the next review has been reached you can easily base a new process on your existing one in one of two ways Firstly when loading the New Process page as discussed in Section 9 above any previously completed planning processes will be listed Simply click on the radio button next to the appropriate planning process and click the Continue button and a new version of the process will be created Page 40 of 4
37. n basis of individual data NA characteristics Documented data management objectives Screenshot 12 Characteristics associated with a rating level In the rating scale point 1 always represents the least developed least well established or worst level while point 5 always represents the best possible or the most mature level After finding a rating level you think matches your organisation click on it to register your rating This will store your rating in the system and will record the date your rating was made Note that until you proceed to the next stage of the process you may update your ratings as many times as you wish Beside each set of rating buttons there is another button labelled Why It may to useful to document why a particular rating level was selected for a statement and clicking on the Why button displays a section where you can record this justification You can supply your reasoning by typing into a text area by uploading a PDF by supplying a link to an external web page or a combination of all three as shown in the following screenshot Page 16 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk CARDIO ORGO1 Ownership and Management GEHE 00 Reasoning for your rating I think our organization has an informal responsibility to manage data and there is definitely an informal selection of data for management based on the characteristics of our data This is all documente
38. nd you will no longer be able to update the rating and justification information you supplied through Stage 1 of the process 13 Stage 2 for DO and SP users Once you have received the email notifying you that the planning process is available you may navigate to the process using the list of processes as described in Section 8 above Stage 2 of the planning process will feature the three legged stool through which you can view and rate statements relating to your organisation s research data infrastructure Please see Section 10 above for detailed information about accessing statement information and providing ratings and justifications Once you have supplied all of the ratings and justifications that are applicable click on the Finalise your ratings and proceed to Stage 3 button in the bottom right of the page to continue Note that once you do this you will no longer be able to edit the information you entered during Stage 2 Page 22 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk CARDIO 14 Stage 3 At Stage 3 all users have a chance to see the ratings and justifications of the other participants for the first time Stage 3 consists of the familiar three legged stool approach and clicking on a leg expands it to show all of the statements contained within it The statements are listed in a table with one column containing the ratings of each of the participants a column containing the overall rating pl
39. nshot 37 Declining Responsibility for a Statement Stage 5 will then reload and in place of the accept and decline buttons you will see Task responsibility declined Once you have accepted or declined all the statements that have been assigned to you then your involvement with the current planning process will be complete You may still revisit all of the earlier stages of the process and the PDF report generation options in Stage 4 will now feature the option of including information about the tasks that have been assigned in Stage 5 20 Finalising your planning process As an RSO user once all the required statements have been assigned to participants and have been accepted you can choose to finalise the planning process by clicking on the Finalise Process button at the bottom right of Stage 5 Finalising the process will enable you to provide some closing comments about the process and will then make all the stages of the process read only for all users Clicking on the Finalise Process button will open a window similar to the following screenshot Page 39 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk Finalise Process x Are you sure you wish to finalise this process This will mean that no participants will be able to update any of the information contained within any of the five stages of the process Date for the next review Unaccepted Statements The following statements have bee
40. nts of responsibility written and widely available Have these been accepted by the institution The expectation here is that the Institution can produce a formal statement or least evidence of same shared understanding about ownership of research data CARDIO recognises that it is unlikely that your Institution will have signed up to a single stand alone policy or mission statement on research data management Any statements may be scattered across several places and even then any guidance relating to the creation storage or value of research data may only be implied rather than made explicit Suggested sources include records management policy digital library principles and guidelines IF agreements terms of conditions of use archivist s collection and preservation policies webmaster s terms and conditions of website use e Learning Object repository policies also any institutional or department wide policies governing information management P Objectives Ensure appropriate contractual management Establish and maintain terms of deposit Establish data ownership Establish terms of use Initiate stakeholder dialogue Maintain depositor dialogue Make explicit and optionally transfer preservation responsibility Establish ratification of preservation mission from parent or governing entity Physically acquire cantent A Risks Business policies and procedures are unknown Extent of what is within the archival object is unclear
41. nts to other participants the user in question must choose to accept responsibility before such an icon appears as is discussed below It should be noted that you do not need to assign responsibility for all statements only those you would like to focus on improving before the next review period Once you Page 33 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk CARDIO objectives have identified the statements you would like to improve and have assigned these to one or more participants you can then choose which specific tasks the individuals should be focussing on This can be achieved by clicking on the View amp Set Up Tasks button for the appropriate statement Doing so will open up a window that provides you with some possible avenues for improvement based on the characteristics chosen individually by the participants and jointly as a result of discussions in Stage 3 as shown in the screenshot below View amp Set Up Tasks x Characteristics agreed upon During Stage 3 Informal responsibility to manage data Rating Level 3 Informal rights to undertake data management e g on basis of stakeholder assurances Rating Level 3 Informal selection of data to manage e g assumed on basis of individual data characteristics Rating Level 3 Documented data management objectives Rating Level 3 Documented responsibility to manage data Rating Level 4 Documented rights to undertake data managem
42. o manage assumed on basis of individual data characteristics Cl Documented data management objectives R Screenshot 22 Updating your rating justification through Stage 3 Page 24 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk This pop up works in exactly the same way as the Why box discussed in Section 10 Once you have supplied as much information as you think is appropriate click the Save button to submit your information and close the pop up The Overall Rating column displays the average mean rating based on all the values supplied by the participants Note that this value is rounded to the nearest whole number If you would like a more detailed breakdown of this overall rating hover you mouse over the i next to the rating and a pop up containing information on the mean mode min and max values for all users and also for users who were explicitly assigned the statement will be displayed as shown in the following screenshot The RSO has not applied an overall rating to this statement Screenshot 23 Pop up showing overall information data If you are the RSO of the process you may also override the overall rating that has been calculated for a statement This may be necessary if for example you feel that one participant s rating is of more value than other users Supplying an overall rating takes place in the same manner as updating your own rating as discussed above Once the ra
43. o you will be highlighted in yellow as the following screenshot demonstrates Page 37 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk Date of Review is 10 June 2011 Organisational Infrastructure includes the policies procedures practices people the elements that any programmatic area needs to thrive but specialised to address digital preservation requirements It addresses this key development question What are the requirements and parameters for the organisation s digital preservation programme ORGO1 Ownership and Management Rating 3 Assigned to amp Data Originator Tasks The following areas are to be focussed upon before the next review Documented responsibility to manage data Rating Level 4 Documented rights to undertake data management e g by agreement with data funder Rating Level 4 e Widely known data management objectives Rating Level 4 Screenshot 35 An assigned Statement in Stage 5 If you hover your mouse cursor over the statement title the statement description objectives and risks will be displayed in a pop up If you hover over the rating a pop up will display information about the source of the rating and any chosen characteristics Hovering over the username will display information about the user Within the Tasks section of the Statement box you will find a list of those characteristics at a higher level that the RSO would like you to try and focus on
44. planning process To invite a new participant click on the Invite Participant button and a page similar to the following screenshot will load Page 18 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk CARDIO collaborative assessment of resear data infrastructure ani About List Processes EJ New Process rv erie Log Out CARDIO collaborative assessment of research data infrastructure and objectives Invite Participant Stage 1 Stage 2 Sages Sager Sages Manage Participants If you would like to invite a person to participate in a planning process enter their email address in the box below and select whether the person s role is primarily a Data Originator or a Service Provider Note that this choice will not have any bearing on how the user interacts with the CARDIO You may optionally supply a messge to include in the email Message Data Originator Service Provider O Back to top University Humanities Advanced Technology amp m ISC of Glasgow amp Information Institute CULCE a Comores Contre Fi by JISC Screenshot 15 The Invite Participants page To invite a person simply enter their email address supply an option message you would like the invitation email to contain and select whether the person should participate as a Data Originator or a Service Provider Upon submitting the form an email will be sent to the individual enabling them to si
45. r details except for your username and your organisation v About List Processes EJ New Process CARDIO collaborative assessment of research infrastructure and objectives Edit User Details User Details usermanual Forename User Manual University of Glasgow bsa ars gla ac uk Web Developer Back to top Notices Contact r University Humanities Advanced Technology a ee rr D IS we of Glasgow amp Information Institute Uce a ae Funded by JISC Screenshot 4 Edit user details If you have registered with CARDIO as the result of an invitation from an RSO you will only be able to participate in planning processes that an RSO has invited you to join If you would like to conduct your own planning processes you may upgrade your user account to an RSO account through the edit user details page as the following screenshot demonstrates Page 9 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk CARDIO User Details Data Originator Data Originator University of Glasgow Password Re type password cardiotool gmail com Researcher Become a Research Support Officer Would you like to create and manage your own planning processes If so tick the checkbox below This will not affect your role in any planning processes you are currently invovled with it simply means you will have the additional option of set
46. r should be the focus for improvements The CARDIO tool recommends a number of ways the rating levels for each of the statements can be improved upon and during this stage the RSO has the option of assigning responsibility for statements to one or more participants The DO and SP users can then agree to accept responsibility or not and dates for the next iteration of the planning process can be decided upon 6 Registering with CARDIO Registering with CARDIO is free of charge If you would like to set up and manage one or more planning processes for your organisation you should register as a Research Support Officer RSO As mentioned in Section 4 1 above RSO users can create and manage planning processes including inviting other users to participate as Data Originator DO and Service Provider SP users To register as an RSO go to the CARDIO homepage and either click on the Register for free button in the bottom right of the main page or click on the Log in Register Request Password link in the top right then click on the Register Here link in the section that appears Clicking on one of these links will load the registration page as shown below Page 6 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk About rv Log In Register Request Password CARDIO Register Please read the terms of participation Username Forename Organisation Password Re type password
47. s all achieved through an interface that is similar to the one used in Stage 3 as shown in the following screenshot Page 32 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk CARDIO Stage 1 Stage 2 Stage 3 Stage 4 Invite Participant Manage Participants Date for the next review dd monn ly Go Highlight assignments Organisational Infrastructure includes the policies procedures practices people the elements that any programmatic area needs to thrive but specialised to address digital preservation requirements It addresses this key development question What are the requirements and parameters for the organisation s digital preservation programme Ele MOlaleliatisels johnsmith My Ratin Overall DO SP y 9 Rating 40 ORG01 Ownership and Management RSO s Overall Rating 3 Characteristics Statement E a e Informal responsibility to manage ORG02 Policies and procedures as 3 X e Informal rights to undertake data View amp Set Up Tasks management e g on basis of stakeholder assurances e Informal selection of data to manage 40 e g assumed on basis of individual ORGO3 Policy Review data characteristics c e Documented data management View amp Set Up Tasks X objectives Rating made on 29 April 2011 ORG04 Sharing of Research Data Access to Rated by 3 users including 1 assigned Research Data Boole View amp Set Up Tasks X S ee eee eres S ORGO5 Preservation and Continui
48. s in perception exist Through the CARDIO discussion tool you can clarify and document these perceptions and attempt to reach a consensus for each statement There will be instances where participants simply cannot agree on one rating level for a statement and it is in such cases that the RSO should act as an arbitrator and assign an overall rating that s he considers best represents the differing viewpoints of the participants Once as many statements as are necessary have been rated and discussed the RSO can choose to bring all of the discussions to a close and to proceed to the next stage in the process If you are an RSO user you can achieve this by clicking on the Finalise Stage 3 and proceed to Stage 4 button in the bottom right corner of the main page Doing so will activate Stage 4 for all participants and will take you to Stage 4 It should be noted that proceeding to Stage 4 finalises the information that was supplied during the previous three stages Once you click on the Finalise Stage 3 button it will not be possible for any participants to make any further updates to rating levels justification or characteristics You will still be able to view all of the information contained in stages one to three by clicking on their respective buttons in the blue bar above the main page but the information will be presented in a read only manner as the following screenshot demonstrates Page 28 of 42 CARDIO User Manual Version 1 April 2011
49. ss 7 Logging in and managing your user account To log into your account go to the CARDIO homepage and click on the Log in Register Request Password link in the top right of the page This will display boxes into which you may enter your username and password as shown below About d Log In Register Request Password sername F Password rl Not yet registered Register Here Forgotten password Click here Screenshot 3 The log in box After entering the correct log in details the page will reload with the options that are available to logged in users If you have forgotten your password or your username click on the Forgotten password Click here link and enter your email address in the form that loads An email featuring a link to a page where a new password can be submitted will be sent to you This email will also contain your username if you have forgotten this Once you are logged in the log in box in the top right will be replaced with a box containing your username and a Log Out button Clicking on the log out button will sign you out of CARDIO and will return you to the homepage If you click on your Page 8 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk CARDIO collaborative assessment of resear data infrastructure ani username a page will load where you can edit your user details as shown in the following screenshot Through this page you may update any of you
50. still possible to update this information at any point until you proceed Stage 3 in the process either by individually deleting or unselecting information or removing it all at once by clicking on the Clear link in the bottom right This will also clear your previously selected rating for the statement Page 17 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk If you are viewing statements as a DO or SP user it s possible that one or more statements may have been assigned to you by the RSO Such statements will be surrounded by a yellow box as the following screenshot demonstrates Note that you are still able to supply ratings for any of the other statements that have not been assigned to you ORGO4 Sharing of Research Data Access to Research Data i CCURSERESERESES ORGO5 Preservation and Continuity of Research Data up Danann h v ORGO6 Internal Audit of research activities wa 2 1 2 3 4 s v Screenshot 14 A highlighted statement assigned to the user by the RSO 11 Inviting and Managing participants in the Planning Process As an RSO user you are responsible for inviting others to participate in a planning process keeping track of who is participating and if necessary removing previously associated people These tasks can be accomplished through CARDIO by clicking on the Invite Participant and Manage Participants buttons that appear alongside the Stage buttons in the blue bar for your
51. te Stage 2 for all users and send notification emails button at the bottom right of the page Doing so will load a page that enables you to send a customised email to each of the participants of your planning process as shown in the following screenshot Page 21 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk Send notification email Return to Statement Assignment You are about to open up Stage 2 to the participants listed below An automated email notification will be sent to these people and you may also choose to specify your own message using the box below Participants Data Originator Data Originator cardiotoola tqmail com DO User with 3 statements assigned johnsmith John Smith amh arts gla ac uk SP User with 3 statements assigned Your message optional Hi The CARDIO planning process is now available to you good luck Back to top Screenshot 19 Notification email for activating Stage 2 As the above screenshot demonstrates each associated participant is listed on the page together with their email address their user type Data Originator or Service Provider and the number of statements that have been assigned to them Once you are ready to activate Stage 2 click on the Proceed button to continue At this point notification emails will be sent to the participants who will now be able to access Stage 2 and supply their own ratings Stage 3 will now be accessible to you a
52. ting has been stored the overall rating pop up will display a notification that the rating was supplied by the RSO and is not a calculated value in addition to displaying all of the calculated information as previously discussed 15 The CARDIO Discussion Tool In the final column of the table of statements in Stage 3 there is a button labelled Discuss see screenshot 20 above If you hover your mouse over the Discuss button a pop up will display any recent activity that has taken place within this statement s discussion including information about any users that are currently viewing the discussion page Clicking on the Discuss button opens up the CARDIO discussion tool for the statement in question The discussion tool is a dedicated instant messaging system that provides each participant with all of the information they need in order to discuss Page 25 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk CARDIO a statement and the ratings that relate to it Screenshot 24 below provides a demonstration of the interface Discuss ORGO6G Internal Audit of research activities ort Sis Discuss ORGO6 Internal Audit of research activities How do researchers keep track of what they are doing with the research data Assuming the Toso pase rnrrenraan or Institution is technically capable of recording and 16 20 johnsmith Hello Participants auditing its activities in some way this element People list
53. ting up your own processes Become RSO O Back to top Screenshot 5 Upgrading a user account through the edit user details page Note that upgrading your account in this manner will not affect your involvement in any existing or future planning processes managed by another RSO user it simply means you may conduct your own planning processes in addition to contributing to those being managed by another RSO user 8 Listing your Planning Processes Click on the List Processes link in the list of tabs at the top of the page to view a list of all the processes you are involved with in the capacity of RSO DO or SP Your processes will be listed in a table with one row per process as the following screenshot demonstrates List of Planning Processes You are currently associated with 3 planning processes Click on a process name in the table below to access it at Stage 1 Alternatively click on an available stage button in the Go to Stage column to jump directly to that stage You may also click on a column heading to order the table by that heading Creation Date Name My Role Go to Stage Date Completed Review Date 18 April 2011 User Manual Process 1 Version 1 Research Support Officer m aa al Ka B 18 April 2011 User Manual Process 2 Version 1 Research Support Officer nal ial Ss 12 April 2011 March 1st Test 2 Version 3 m s 12 April 2011 Screenshot 6 List of Planning Processes Page 10 of 42 CARDIO User Manual V
54. ty of Research 20 f Data o Assigned 3 3 3 3 a sl Screenshot 31 RSO view of Stage 5 To specify a date for the next review find the Date for the next review section towards the top of the page and simply select a day and a month from the appropriate lists and enter a year into the yyyy box Clicking Go will then record your review date You may update this at any point until you finalise the planning process Within each leg there is a table containing the statements and the ratings made by each participant As with the tables in Stage 3 it is possible to hover over the statement titles the participant s username and the ratings in order to display further information In the final column there is a button labelled View Discussion Clicking on this will take you to the CARDIO discussion tool page for the statement in question as a quick way to check what might have been previously discussed Within each table cell that contains a participant s rating for a statement you will see a checkbox Clicking on this will assign responsibility for improving the rating for this statement to the individual in question Clicking a second time will remove the assignment You may also assign joint responsibility to more than one participant for a statement if you think this is appropriate Additionally you may also assign responsibility for improving the statement rating to yourself and doing so will immediately display an accepted icon For assignme
55. urther instructions that you would like to pass on to the participants who have been assigned to the statement Note that if no characteristics were chosen for the statement either individually by users or jointly through Stage 3 then the View amp Set Up Tasks screen will only display the textbox You can still use this textbox to suggest which areas a participant should focus on improving but it is better to use the characteristics to provide a more structured progression Once you are satisfied with the information you have selected and entered click the Save button at the bottom of the screen to record the information and close the page You may re open the list of tasks and update the selection at any point until the process is finalised Once you have assigned participants to all required statements and have selected which characteristics they are tasked with improving you can make Stage 5 available to all participants by clicking on the Activate Stage 5 for all users and send notification emails button in the bottom right of the page This will load a page where you can decide which participants should be sent a notification email and what message should be contained within the email as shown in the screenshot below Page 35 of 42 CARDIO User Manual Version 1 April 2011 http cardio dcc ac uk CARDIO Send notification email Return to Task Assignment You are about to open up Stage 5 to the participants listed below An
56. us a Discuss button Above the sections for each leg there is also a Highlight assignments link Clicking on this will highlight which statements have been assigned to each user in the table as the following screenshot demonstrates About List Processes M johnsmith CARDIO collaborative assessment of research data infrastructure and Stage 3 Clarification amp Consensus St ses Remove assignment highlighting Organisational Infrastructure includes the policies procedures practices people the elements that any programmatic area needs to thrive but specialised to address digital preservation requirements It addresses this key development question What are the requirements and parameters for the organisation s digital preservation programme johnsmith usermanual Data Originator Overall SP RSO DO Rating ENA ORG04 Sharing of Research Data Access to co Research Data Screenshot 20 Stage 3 sho 3 ovine diate statement entien Statement If you position your cursor over a participant s username in the table header a pop up will appear that supplies some information about the user such as their name email address and role If you position your cursor over the 1 icon beside a user s rating a pop up will load that contains all of the reasoning justification and characteristics that the participant has supplied as the following screenshot demonstrates Page 23 of 42 CARDIO User Manual Version 1
57. worst or least mature level and five best or most mature level for any of these statements to evaluate how effectively the organisation currently meets the data management needs discussed in the statement A justification for the rating can also be supplied Once the RSO has supplied as many ratings and justifications as s he thinks appropriate the user can continue to Stage 2 5 2 Stage 2 Collaboration When an RSO user views Stage 2 s he will be able to assign any of the statements within each leg to one or more associated DO or SP users and doing so highlights to these users which statements are of particular importance for them to investigate The RSO can then make the planning process available to all associated users which also makes Stage 3 available to the RSO When a DO or SP user loads Stage 2 of the process s he will find the Organisation Technology and Resources legs and their respective statements listed in the same manner as the RSO in Stage 1 but with certain statements highlighted if the RSO assigned any to the individual user The DO or SP user may choose to provide ratings and justifications for any of the listed statements whether they have been assigned to them or not and once satisfied with the information supplied s he can finalise Stage 2 and proceed to Stage 3 5 3 Stage 3 Clarification and Consensus At this stage all of the users are brought together for the first time The ratings and justifications supplie

Download Pdf Manuals

Related Search

Related Contents

accessoires - Lincoln Electric  Mode d`emploi    Toshiba 13A25C CRT Television User Manual      Philips PYKOBOACTBO 52PFL9704H User's Manual  tion pour sundae S - Taylor Freezer Sales  Istruzioni - INNO  Dale Tiffany SAH12042 Installation Guide  

Copyright © All rights reserved. Failed to retrieve file