Advanced DMPonline: how to customise the tool for your institution

23 November 2015 | HATII Multimedia Lab, Glasgow

This course will explain how the DMPonline tool for Data Management Planning can be customised by institutions. You will be introduced to the concepts of templates and guidance used in the tool, and shown the range of options available for adding details of local requirements and support. The course will be based in a computer lab so the examples demonstrated can be tried out in practice.

We encourage you to talk about your work at the workshop too. We will provide examples of how different institutions have customised the tool, but invite you to share your lessons with the group. We will also discuss future plans and brainstorm improvements needed on customisation options.

Please note that the course assumes prior knowledge of DMPonline. If you are unfamiliar with the tool, please watch the screencast on the DMPonline homepage as a minimum so you are familiar with how it works. Participants should also be registered as admin users for their organisation on the test site in advance ( Please contact us to arrange this if needed.

By the end of the course you will:

  • be aware of the options available for customising DMPonline
  • understand how templates and guidance work in the tool
  • have a practical knowledge of how to add templates and guidance
  • take away examples and ideas to help you get started


The course will take place in the multimedia lab in HATII at 11 University Gardens, Glasgow.

HATII is located on the corner of University Gardens and University Avenue, as shown in the map opposite.

The nearest underground station is Hillhead, which is a few minutes walk. The multimedia lab is on the first floor at the top of the stairs.







Registration and  coffee



Options for customising DMPonline

  • What to consider when customising the tool
  • Explanation of how templates work
  • The concept of guidance by theme

Sarah Jones


Demo of DMPonline admin interface

  • Adding institutional templates
  • Adding guidance (by theme and by question)
  • Adding examples, dropdown options and default answers
  • Customising funder templates

Marta Ribeiro


Lab practical: using the admin interface to customise the tool






Lessons from other institutions

  • Example templates and guidance
  • Details of how DMPs are being supported
  • Share your feedback and lessons

Sarah Jones


Where next with DMPonline

  • Roadmap for future enhancements
  • User group participation
  • Brainstorm improvements to customisation options

Marta Ribeiro





Costs and Registration

The cost of the workshop is £150. This includes all refreshments and lunch.