Here is a checklist for the Coleridge Initiative’s ADRF (Administrative Data Research Facility) user community. This can be customized as per the specific user workflows or institutional requirements:

ADRF User Community Checklist

1. Account Setup

• Register for ADRF access through the institutional portal.
• Complete all required trainings (e.g., data security, confidentiality, etc.).
• Sign the Data Use Agreement (DUA) and any other required legal documents.
• Obtain your ADRF credentials (username and password).

2. System Access

• Ensure your workstation meets ADRF system requirements.
• Install any required software (e.g., VPN, security tools, RDP client) for accessing ADRF.
• Verify two-factor authentication is enabled for your account.
• Test login access to ADRF environment to ensure smooth connectivity.

3. Data Access Requests

• Submit a data access request for the required dataset(s).
• Review the dataset documentation and metadata to understand its structure.
• Gain approval for data access through the Data Governance Board (if applicable).
• Ensure all collaborators on your project have appropriate access levels.

4. Data Management and Analysis

• Upload any project-specific data or files to ADRF in compliance with data security protocols.
• Set up project directories and organize files.
• Start analysis using available tools (e.g., Jupyter Notebooks, R, Python, SAS, Stata, SQL, etc.).
• Document your workflow, decisions, and analysis processes for transparency and reproducibility.

5. Collaboration

• Add all necessary team members to the ADRF project space.
• Define roles and responsibilities for each collaborator.
• Set up a communication system (e.g., ADRF chat, email, or video calls) for project discussions.
• Schedule regular check-ins to review project progress and milestones.

6. Security and Compliance

• Review all relevant data security and compliance guidelines (e.g., FERPA, HIPAA, etc.).
• Ensure you are handling sensitive data appropriately within ADRF’s secure environment.
• Keep track of data usage logs to ensure all activities comply with the DUA.
• Notify ADRF administrators of any suspected security breaches immediately.

7. Data Export and Publication

• Submit a data export request following ADRF’s established guidelines for approval.
• Redact or anonymize sensitive data prior to submission for export.
• Obtain necessary approval for the export of analysis results or data.
• Ensure compliance with ADRF’s rules regarding the publication of findings (e.g., attribution requirements).

8. Account and Data Management

• Regularly update your project status in ADRF (e.g., ongoing, completed, etc.).
• Archive or delete any unnecessary data once the project is completed to optimize storage.
• Submit a formal project closeout if the project is complete.
• Renew data access or project permissions as necessary.

This checklist is designed to ensure that users follow proper protocols when working within ADRF and maintain security and compliance at all stages of their research projects.