When you login to you will be directed to your profile page. From there you can navigate to the 'view plans' menu on top to edit, share, export or delete any of your plans. You will also see plans that have been shared with you by others.

Create a plan

To create a plan, click the 'Create plan' button from the 'My plans' page or the top menu. Select options from the drop-down menus and tickboxes to determine what questions and guidance you should be presented with. Confirm your selection by clicking 'Yes, create plan'.

Write your plan

The tabbed interface allows you to navigate through different functions when editing your plan.

  • 'Plan details' includes basic administrative details, tells you what sets of questions and guidance your plan is based on and gives you an overview to the questions that you will be asked.
  • The following tab(s) present the questions to answer. There may be more than one tab if your funder or university asks different sets of questions at different stages, e.g. at grant application and post-award.
  • The 'Share' tab allows you to add collaborators and invite them to read or contribute to your plan.
  • The 'Export' tab allows you to download your plan in various formats. This may be useful if you need to submit your plan to your funder or institution as part of a grant application or later on.

When viewing any of the question tabs, you will see the different sections of your plan displayed. Click into these in turn to answer the questions. You can format your responses using the text editing buttons.

Guidance is displayed in the right-hand panel. Click the '+' symbol to view this.

Remember to 'save' your responses before moving on.

Share plans

Insert the email address of any collaborators you would like to add and invite to your plan. Set the role and level of permissions you would like to grant them via the drop-down options and click 'Add collaborator'.

Export plans

From here you can download your plan in various formats. This may be useful if you need to submit your plan as part of a grant application or later on in your project. Choose what format you would like to view/download your plan in and click to export.

Useful resources on Data Management Planning

  • DCC Checklist for a Data Management Plan [PDF, 3 pages]
    A list of 13 questions and associated guidance, that represent the main issues to come up in Data Management and Sharing Plans. The Checklist is used as a generic template in DMPonline, and is presented when no funder or organsiational requirements are applicable for the user.
  • How to develop a Data Management and Sharing Plan [PDF, 8 pages]
    A guide by the Digital Curation Centre that outlines typical funder requirements for DMPs and the types of considerations to make when responding.

Example Data Management Plans

  • Two social science DMPs [PDF, 7 pages]
    Example plans from researchers at the University of Leeds, shared as part of the Leeds RoaDMaP training materials
  • Rural Economy & Land Use (RELU) programme examples [webpage]
    Two examples from a joint ESRC, BBSRC and NERC programme
  • Health sciences DMP [PDF, 11 pages]
    Example DMP produced by the DATUM for Health RDM training project
  • Psychology DMP [PDF, 11 pages]
    A very detailed, fictional psychology DMP produced by the DMTpsych RDM training project, based on a seminal psychology experiment
  • Colorado School of Mines examples [webpage]
    A variety of US example DMPs from Mines and elsewhere
  • NSF data management plans [webpage]
    5 DMPs submitted to the NSF, shared by the DataOne initiative
  • Biology and chemistry DMPs [webpage]
    Three example DMPs from the USA shared by NECDMC, an instructional tool for teaching RDM to undergraduates, graduate students, and researchers in the health sciences, sciences and engineering.

Useful guides on Research Data Management in general

  • Managing and Sharing Data: best practice for researchers [PDF, 36 pages]
    A guide by the UK Data Service covering a range of topics including data formats, documentaion, ethics, copyright and data sharing.
  • How to Cite Datasets and Link to Publications [PDF, 12 pages]
    A guide by the Digital Curation Centre giving practical guidelines on how to cite data and the different tools and infrastructure that can be used to support data citation.
  • How to License Research Data [PDF, 16 pages]
    A guide by the Digital Curation Centre that outlines different types of licenses, the pros and cons of each and how they can be applied.
  • How to Appraise and Select Research Data for Curation [PDF, 8 pages]
    A guide by ANDS and the DCC on how to select which data to keep for long-term preservation, sharing and reuse. The guide puts forward several criteria to aid selection decisions.
  • Research Data MANTRA [online resource]
    An online training course designed for researchers or others planning to manage digital data as part of the research process. The course includes a number of software practicals on using SPSS, R, ArcGIS and NVivo.