Subscriber Welcome Kit: Communication Guide

Our most successful subscribers (with lots of researchers using the full range of features) are those who communicate about Globus early and often. Outreach to your community, from announcing Globus availability to providing resources and evangelizing features, is an important element of ensuring you get the most out of your subscription.

Post Globus information on internal resources

Your users need to be able to find Globus information so they don’t just call you for it! Be sure to incorporate Globus into web destinations that your users are already familiar with, and those which new users will be introduced to.

1. 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.

2. Be sure to include link to: https://docs.globus.org/how-to/get-started/

3. 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:

• Stanford University has built a dedicated Globus website that provides handy summaries… …for all users to get started with Globus. …for user who wish to use Globus Connect Personal on their personal computer. …for system administrators who want to install Globus Connect Server on their storage systems.

• The University of Michigan has an extensive Globus deployment and information on multiple websites… …under “Cloud Services” on this page: https://arc-ts.umich.edu/systems-services/ and …as its own page on the Advanced Research Computing microsite.

• Oak Ridge National Lab includes Globus information on its user documentation website, with support for… …transferring data to/from a local machine: https://docs.olcf.ornl.gov/data/transferring.html#using-globus-from-your-local-machine …accessing the HPSS data archival system: https://docs.olcf.ornl.gov/data/archiving.html#using-globus

Add Globus to your new user resources

(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 by contacting outreach@globus.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 watch a 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.”

Announce subscription to your institution

Once your managed endpoints are ready to be used, and user materials are posted, it’s time to let users know they have access to Globus subscription features! Typically an organization will announce availability of Globus via both email and within internal chat channels such as Slack or Discord. Sample text for both media are is provided in the pdf below.