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Data Management Toolkit

Checklist

Data Management Plan Checklist


The following checklist is a quick guide to help make sure you include the major parts of a DMP. It's also available to download as a PDF below.

Data Collection

What is your project and what data are you collecting?

  • Description of project and purpose
  • Types of data collected or used
  • What the data describes
  • How the data will be collected
  • Amount of data to be collected

Data Organization

How will you organize the data you're collecting?

  • File type(s)
  • File format(s)
  • Software needed
  • Version control? Y/N
  • Version control program (if applicable)
  • File naming structure

Data Documentation 

How will you describe data so as to keep it useful long-term?

  • Metadata standard used (if applicable)
  • Metadata collected (if not using a standard)
  • What additional documentation and metadata will be included
  • Where documentation and metadata will be stored

Data Storage & Security

What are your data storage and security needs?

  • Security classification
  • Storage location
  • Frequency of backups
  • Person(s) responsible for backing up data

Ethics & IP Rights

Will these factors apply to your data? - This section will not be applicable to all DMPs.

  • Use of human participants? (Y/N)
  • Efforts made to protect the privacy of human participants
  • Who will own the copyright and intellectual property rights of the data, if applicable

Preservation & Sharing

How will you store and share your data once your project is complete?

  • What data will be preserved
  • How long will data be preserved
  • Long-term storage location
  • Person(s) responsible for the stewardship of the data
  • How data will be shared
  • Any potential restrictions on data sharing