Because good research needs good data

DMPonline release notes: February 2021

Magdalena Drafiova | 03 March 2021


Over the past months our team has worked very hard bringing DMPonline up to speed with the latest Rails5 codebase. This has been a major upgrade, affecting all areas of the code and, in addition, we have a lot of users with customised pages which we needed to go through  and ensure that DMPonline will work without bugs for all of these. Although this mainly affects the back end infrastructure that is not visible to our users, it is crucial step to future proof the codebase and to get a lot of new functionality to work from which you will benefit like e.g. uploading documents (still to come - #2233). For more post-Rails5 upgrades about the upcoming features which follow have a look  here. In the release notes below I am adding a few pre-Rails5 releases that we had not previously announced to you, providing a short summary with a few highlights. If you are interested in what we are currently working on, check out the current sprint board on DMPRoadmap and the forthcoming development roadmap. You can see full release notes on the DMPRoadmap GitHub repo. We are aware of few bugs that were raised during UAT or from our customer and the list is here.


One of the earlier releases ensured that when the researchers export a DMP, the cover sheet will not separately list the template and funder names (#2371). We also added browser spellcheck for all text boxes (#2169) as in our original accessibility testing, we found out that smaller text boxes did not have spellcheck enabled. Thanks to collaboration with OPIDoR we were also able to benefit from one of the extensions – which was one-click plan creation (#2296). In practice this means that when you click on funder requirements tab you can go straight into creating your own plan.



The function to make a copy of an existing DMP is now called ‘Copy’ instead of ‘Make a copy’ for naming consistency (#2418) within the menu.


Based on the RDA Common Standard we added the ability for researchers to provide project start and end date on the project details tab when editing the DMP (#2409). The New contributors tab provides a typeahead box for organisational affiliation which searches research organisation registry (RoR) as you type (#2339).

Organisation administrators

We discussed this broadly also previously but with one of the earlier releases we added also the conditional questions, where you can now select conditions and trigger certain questions to be skipped, or it is possible to send email function for certain answers you select (#1772,  #2476, #2405, #2451). We also added Google analytics code which you can use to monitor your user’s activity in the system (#2344). We have also added re-Captcha which will allow people to safeguard against creation of fake accounts.


There is an updated functionality of the API to allow you to update your User's departmental affiliations (#2235). ORCID and Shibboleth ids now appear on the Users page (#2353). Originally it was not possible to have multiple contributors which is now possible (#2349) and we added these based on CRediT Taxonomy for role types (#2408). We introduced API v1 (see wiki) which now conforms to the new common metadata standard format defined by RDA working group. It currently supports: retrieving the list of your DMPs (and any public DMPs), retrieving the metadata for a single DMP, and creating DMPs. All of the JSON that this new API consumes and produces follows the metadata standard. You should continue using API v0 if you need access to a plan's full text or any other features that have not yet been ported over to v1.

Usage dashboard

We fixed few bugs on the usage dashboard like making sure that non customised funder templates are now included in the monthly plans chart (#2083) and making sure that 9 and 12 months views of the plans display correctly (#2119). In CSV exports we endured that you can select comma, pipe or hash characters as your delimiter for CSV exports from the usage dashboard (#2375). There is an additional accordion on the usage dashboard to show statistics on how your template are used and administrators from funder organisations have their usage dashboard replaced with statistics on their template usage (#1682). Also we added in CSV export for users to include school/department field for those who use it (#2213). You can now filter the results of the Plans and Users pages by month and year (#2450).

Introduction of

We're moving our translation backend to Previously, we were using a combination of FastGetText and I18n for translation. The translation gem simplifies the management of these two translation systems, and provides a web-based service to allow translators to collaborate. This approach allows us to retain the Gettext style translations (full strings in the code and the _("") markup for translation), and gives the flexibility to separately maintain translations for the open-source DMPRoadmap codebase, along with your customization to the codebase and to static-pages.

For more details on how the translations will be managed, along with instructions for translating your customization, see the wiki page on translations.


Few bugs were corrected too like ensuring that TinyMCE labels display the correct way for screenreaders because previously screen readers read this as ‘frame clickable clickable ’ (#1449). We also request the users to accept T&C as previously this did not trigger an error message and allowed users to create accounts anyway (#2341)

Other news…

If you have joined us in November for DMPonline 10th year anniversary  you would have already see our new ‘Partners’ page that now lists our subscribers and partners working with us.

We are also listing all of our upcoming events on DCC page so you can add the upcoming dates into your calendar so you do not miss any in the future.

Last but not least, we are keen to hear from you about how you use the tool and how we can improve it, so please feel free to email us at, or contact us on Twitter @DMPonline, and LinkedIn. To keep up with DMPonline news, you can subscribe to the RSS feed to receive our blogs and tweets, subscribe to our monthly newsletter and watch GitHub for code updates. You can also discuss any of our new features on the user group mailing list.