Data Management and Sharing Plan

Complete the Data Management and Sharing Plan for the primary Directorate you are applying to, or provide a justification if a detailed Data Management and Sharing Plan is not needed. Refer to the funding opportunity for specific guidance on how to complete this section. This section may not be used to circumvent the Project Description page limit. 
 

Data or Research Product Category General Information

Each distinct category should receive its own entry. Please note that this does not require that each dataset or type of data receive its own entry. Rather, it is sufficient simply to specify each high-level category. For example, many data categories may incorporate several different types of data that are all aligned for the purposes of the project. This organization may vary by field and even by project.

In the title, PIs should either select a predefined title that matches well with the intended data category or provide such a title through the “Add New” mechanism if one is not available (see 8).

In the description, PIs should provide additional detail about the category that they feel is necessary. Keep in mind that for predefined options, little additional detail may be necessary.

Access Policies and Limitations

For each data or research product category, any applicable limitations on the sharing of data or research products associated with that category must be provided. An extensive, but non-exhaustive, set of pull-down options is provided. If no limitations are anticipated, “Not Applicable” should be checked. Note that several options can be selected in this section if more than one applies to the category. This information will be used during review to assess the reasonableness of any exceptions to the expectation that data will be shared.

In the title, PIs should either select a title that matches well with the limitation or provide such a title through the “Add New” mechanism if one is not available.

In the description, PIs should provide any additional detail about limitations they feel necessary. Keep in mind that for predefined options, little additional detail may be necessary.

Note: Unless 'Not Applicable' is selected, an explanation and justification of the concern must be provided below.

Data Standards and Metadata

For each data or research product category, PIs should use this section to provide information about the format and/or metadata associated with the shared product. Many data or research product categories already have formatting standards and those should be specified here. If such a standard is not available, then the DMSP should specify relevant data formatting information as appropriate.

In the title, PIs should either select a title that matches well with the standard or provide such a title through the “Add New” mechanism if one is not available.

In the description, PIs should provide any additional detail about the standard that they feel is necessary. Keep in mind that for common options, little additional detail may be necessary.

Data or Research Product Provenance

For each data or research product category, PIs should use this section to provide information about the source of data or research products associated with the category. In many cases, the source of the data will be a “New Data Collection” managed by the researcher, though there are other cases (e.g., data reuse, shared facility).

In the title, PIs should either select a title that matches well with the source or provide such a title through the “Add New” mechanism if one is not available. In the case of data reuse or the use of a shared facility, the name of the resource should be provided here.

In the description, PIs should provide any additional detail about the standard that they feel is necessary. Keep in mind that for common options, little additional detail may be necessary.

Note: If data is coming from an existing dataset or existing data resource, it must be identified below.

Public Archiving

For each data or research product category, PIs should use this section to provide information about where data or research products associated with this category will be shared (If applicable). In many cases for digital data, this sharing will be via an online repository.

In the title, PIs should either select a title that matches well with the sharing location (e.g., repository title) or provide such a title through the “Add New” mechanism if one is not available. Note that sharing through institutional resources (e.g., lab webpages) can be denoted as “Institutional Repository” through “Add New” if needed.

In the description, PIs should provide any additional detail about the location that they feel is necessary. Keep in mind that for common options, little additional detail may be necessary.

Timeline for Public Accessibility

For each data or research product category, PIs should use this section to provide information about when data or research products associated with the category will be shared (If applicable). In many cases, the data or research products associated with the category will be shared at the time of publication, though other options are allowable as needed. PIs are responsible for confirming that the selections they make are consistent with data management and sharing guidance for the unit of consideration for the proposal.

In the title, PIs should either select a title that matches well with the sharing timeline or provide such a title through the “Add New” mechanism if one is not available. In cases where there is some complexity in the intended sharing timeline (e.g., different timelines for different subsets of data within the category), then the “Add New” mechanism may be the best way to address this subtlety.

In the description, PIs should provide any additional detail about the timeline that they feel is necessary. Keep in mind that for common options, little additional detail may be necessary.

Data Availability

For each data or research product category, PIs should use this section to provide information about the duration for which data or research products associated with this category will be retained (If applicable). In many cases, the retention duration will be determined by the policies of the repository. If that is the case, the radio button for that option should be selected and no further information is required. If no such policy is applicable, then the researcher can provide the information via the usual pulldown and “Add New” mechanism. 

In the title, PIs should either select a title that matches well with the sharing duration or provide such a title through the “Add New” mechanism if one is not available.

In the description, PIs should provide any additional detail about the retention duration that they feel is necessary. Keep in mind that for common options, little additional detail may be necessary.

Note: If the availability of the data is less than two years after project completion, a justification must be provided below.

Accountability

For each data or research product category, PI or co-PI should use this section to provide information about who among the Senior Personnel will be responsible for the sharing of data or research products associated with the category. In this case the available options (i.e., the Senior Personnel associated with the project) are prepopulated from the proposal itself.

Note: Add personnel from Manage Personnel and Subaward Organizations to populate the Responsible Personnel dropdown. For separately submitted collaborative proposals, non-lead proposals must be linked for the personnel to display in the dropdown.