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during a project, including existing data sources; description of the methods for
data collection, observation, and generation, including derivative data; standards
for ensuring data quality, including repeated measurements, sampling design,
naming conventions, version control, and folder structure; description of the
documentation standards for data and metadata format and content; and the software used for analyses
• Ethical, legal, and security issues: details regarding the protection of privacy,
confidentiality, security, and intellectual property rights, including information
about access, use, reuse, and distribution rights; the time of data storage; possible
changes to these rights over time; and strategies for settling disagreements
• Archiving: description of storage needs for data, samples, and other research
products; plans for long-term preservation, access, and security, including details
on the parties and organizations involved; backup strategies; selection criteria for
long-term storage; community standards for documentation; and file formats
A DMP covers all aspects of the data life cycle (Corti et al. 2014), including the
following phases:
• Discovery and planning: designing the research project and planning data management; planning data collection and consent for data sharing; outlining processing protocols and templates; and developing strategies for discovering
existing data sources
• Data collection: collecting data, including observations, measurements, recordings, experimentations, and simulations; capturing and creating metadata; and
acquiring existing third-party data
• Data processing and analysis: entering, digitizing, transcribing, and translating
data and metadata; checking, validating, cleaning, and anonymizing data, where
necessary; deriving, describing, and documenting data and metadata; analyzing
and interpreting data; producing research outputs; authoring publications; citing
data sources; and managing and storing data
• Publishing and sharing: establishing copyright of data; creating discoverable
metadata and user documentations; publishing, sharing, and distributing data and
metadata; managing access to data; and archiving
• Long-term management: migrating data to best format and suitable media; backing up and storing data; gathering and producing metadata and documentation;
and preserving and curating data
• Reusing data: conducting secondary analysis; undertaking follow-up research
and conducting research reviews; scrutinizing findings; and using data for teaching and learning
Compiling a DMP, establishing guidelines for data and metadata collection and
documentation, and outlining data use policies early in the planning phase is good
practice. Starting discussions about how to organize data during or after data collection is a difficult task; reorganizing file structures, renaming files, and explaining
and setting up new data structures will rarely be a top priority once data collection
has started, and new data sets are ready to work with. Many organizations and
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