Preparing a data management plan

Data management plans ensure that all aspects of data management are fully perceived at the start of a project.

A data management plan is a document which describes:

  • What research data will be created.
  • What policies (funding, institutional, and legal) apply to the data.
  • What data management practices (backups, storage, access control, archiving) will be used.
  • What facilities and equipment will be required (hard-disk space, backup server, repository).
  • Who will own and have access to the data.
  • Who will be responsible for each aspect of the plan.

How its reuse will be enabled and long-term preservation ensured after the original research is completed.
The data management plan must be continuously maintained and kept up-to-date throughout the course of research.

Components of a data management plan

A detailed data management plan should give answers to the following questions:

  • What kind of data will be collected?
  • How will the data be collected?
  • Who holds the copyright and intellectual property rights of the data?
  • What kind of possession issues are involved?
  • Who will decide on access to the data?
  • How will the research participants be informed?
  • Which software will be used in storing and processing the data?
  • How will the (technical) quality of the data be assured?
  • Which data formats and storage media will be used?
  • What kind of rights will be granted to different user groups for reading and managing data files?
  • What kind of data and file backup procedures will be used?
  • How will data processing be documented?
  • How will the metadata on the data collection and dataset content be stored?
  • How will confidentiality be ensured?
  • How will data protection be carried out?
  • What will happen to the data after the original research is completed?


© University of Edinburgh, 2011. Used with permission.

Page last updated: Tuesday 20 March 2012