Get your users the info they need.
Our most successful subscribers (with lots of users using the full range of paid features) are those who communicate about Globus early and often. Outreach, from announcing Globus availability to providing resources and evangelizing features, is an important element of ensuring you get the most out of your subscription.
While each organization is different, we have found the simple approach below works best across all types of subscribers (click through for details):
|What to do||When to do it||How to make it effective||Why bother?|
|1. Post Globus info online||When you subscribe||Add Globus listing/link to page(s) on your site where users go for info (see examples from other organizations)||So when you announce the subscription, you have somewhere to point people|
|2. Add Globus to new user materials||Before you announce||Varies by org, based on how you onboard new users||So new users who join after the announcement still get the info|
|3. Announce subscription||When endpoints are ready||Email all users (see example); leverage existing channels (newsletter, chat etc.)||So users know about Globus and how to get started|
We'll review your usage every 3 months to ensure a continued growth in adoption – goal should be a steady increase in (a) # of users and (b) breadth of feature use.
If you are not seeing enough Globus uptake or use of paid features, we find it helps to:
- Repeat announcement, both to reinforce and to reach those who missed previous emails
- Highlight current user examples and how Globus has helped in specific research scenarios at your organization
Our communications team (firstname.lastname@example.org) is your contact for content and advice about successful communications. They can help craft custom messages based on your organization and user base. Be sure to connect us with your communications team.
1. Post Globus Info Online
Your users need to be able to find Globus info online so they don’t just call you for it!
Be sure to incorporate Globus into whatever web destination your users are already familiar with, and which new users will be introduced to.
- Add “Globus for data transfer and management” into existing content or list of resources on appropriate page – e.g. Research Computing > Get Started; Campus Cluster page > Moving Data; Research > Tools; etc. See screenshots below of where a few subscribers (UMich, ORNL, NERSC ) have placed this info.
- Not sure where to add this or need help getting it done? Have your website manager or other marketing contact email@example.com
- Be sure to include link to: https://docs.globus.org/how-to/get-started/
- Post the Welcome Kit “Key Resources” document and include a link to it.
Some subscribers choose to create a dedicated Globus page with instructions of their own – note that If you choose to do this, you will need to ensure that the content is always current.
Here are just a few examples of how subscribers have posted Globus info on their sites:
- NERSC: NERSC has built a Globus page which is available from:
- University of Michigan
- under "Data and Computing" on this page: https://research.umich.edu/research-resources/manage-research
- under "Cloud Services" on this page: https://arc-ts.umich.edu/systems-services/
- as its own page on the Advanced Research Computing microsite: https://arc-ts.umich.edu/globus/ (see also "Systems and Services" main menu, under "Cloud")
- Oak Ridge National Lab: OLCF main menu "For Users > OLCF User Docs > Getting Started" under "Data Storage and Transfer" section: https://docs.olcf.ornl.gov/data/index.html – 2 listings on this page:
- under "Transferring Data": https://docs.olcf.ornl.gov/data/transferring.html#using-globus-from-your-local-machine
- under "HPSS Data Archival System": https://docs.olcf.ornl.gov/data/archiving.html#using-globus
- Michigan State's ICER Center: In header menu "For Users > Getting Started > User Documentation" – under "File and Data Transfer": https://wiki.hpcc.msu.edu/display/ITH/Transferring+data+with+Globus
2. Add Globus to New User Materials
(Send this content to whomever is responsible for onboarding new users at your facility.)
When your organization onboards new users (e.g. for a new allocation on your HPC cluster), make sure you introduce Globus as part of that process.
The easy way for you to do this is to put your outreach/communications and/or website person in touch with us at firstname.lastname@example.org.
To ensure new users know about Globus, your organization should add a Globus mention/link to any orientation materials – for example:
- Does your org have a web page/site specifically for new users?
- Is there an online drive/directory of resources for new users?
- Do you send out a Welcome email when a new user comes on board?
- Do new users sit through or receive a slide presentation familiarizing them with the resources available at your facility?
In each case, Globus will provide language and materials you can use to ensure new users get up to speed on your Globus subscription as quickly as possible.
Sample text (can be used, or easily altered for use, in the above):
“Our organization subscribes to Globus for research data management – you’ll use Globus to move and share files among our HPC systems. Click here for a Get Started guide or here for a list of key resources.”
If you have connectors, add: “We also have the Globus for [e.g. S3] connectors, so you can use Globus to move data from your campus S3 storage to other sites.”
3. Announce Subscription
Once your managed endpoints are ready to be used, and user materials have been prepared and posted, it’s time to let users know they have access to Globus subscription features!
1) Via Email
See sample text below – includes blurbs you can insert depending on what extras your subscription includes:
- To: <ALL USERS>
- Subject: New service for data management at <YOUR ORG>
We recently subscribed to Globus for secure, reliable management of our research data. You may be familiar with using Globus to move your files – now you can also use Globus to:
- Share data: All you need is an email address to share data with collaborators – no need to move it anywhere or spin up temp accounts on the storage system. Follow instructions here to get started with sharing, or contact me for help.
- Automate your data flows: Use the Command Line Interface (CLI) to integrate Globus actions into your existing scripts.
- Make Globus part of your apps: Build data management capabilities into data portals and science gateways via the Globus REST API.
- Get premium support: We now have premium access to the Globus support team. If you need help, contact your Globus rep or email email@example.com with our org name.
- (IF APPLICABLE) Use Globus with connectors for <name of any premium connectors you have invested in, e.g. Google Drive / Box / Amazon S3 / BlackPearl / ActiveScale…>
- (IF APPLICABLE) Use HTTPS for download: Now you can move data from within your browser, without requiring Globus Connect Personal. You’ll see an “HTTPS” option in the UI for transfer….
- (IF APPLICABLE) Use Globus to manage protected data: Our organization has signed up for the high assurance tier with Globus, so you can use Globus to move protected data (e.g. HIPAA-regulated data) and rest assured you are compliant.
For a list of key resources, click here <LINK TO WHERE YOU POSTED THIS>.
To get ideas for using Globus in your research, click here for a library of briefs.
For additional information about using Globus for file transfer and sharing, click here.
2) Via Chat
Keep it simple…e.g.:
“Breaking news: We now subscribe to Globus – so you can use features beyond just file transfer, like sharing, management console, and HTTPS for downloads [IF APPLICABLE:], as well as with [LIST ANY PREMIUM CONNECTORS OR HA]. Check your email for details, or visit: https://docs.globus.org/how-to/get-started/ .“
Have questions? Our communications team would love to help. They can be contacted at firstname.lastname@example.org.