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Master Data Management Plan


FIXME provide high level introduction

Name of Master Data (replace)

Data Description

FIXME A description of the information to be gathered; the nature and scale of the data that will be generated or collected.

Existing Data

FIXME A survey of existing data relevant to the project and a discussion of whether and how these data will be integrated.


FIXME Formats in which the data will be generated, maintained, and made available, including a justification for the procedural and archival appropriateness of those formats.


FIXME A description of the metadata to be provided along with the generated data, and a discussion of the metadata standards used.

Storage and Backup

FIXME Storage methods and backup procedures for the data, including the physical and cyber resources and facilities that will be used for the effective preservation and storage of the research data.


FIXME A description of technical and procedural protections for information, including confidential information, and how permissions, restrictions, and embargoes will be enforced.


FIXME Names of the individuals responsible for data management in the research project.

Intellectual Property Rights

FIXME Entities or persons who will hold the intellectual property rights to the data, and how IP will be protected if necessary. Any copyright constraints (e.g., copyrighted data collection instruments) should be noted.

Access and Sharing

FIXME A description of how data will be shared, including access procedures, embargo periods, technical mechanisms for dissemination and whether access will be open or granted only to specific user groups. A timeframe for data sharing and publishing should also be provided.


FIXME The potential secondary users of the data.

Selection and Retention Periods

FIXME A description of how data will be selected for archiving, how long the data will be held, and plans for eventual transition or termination of the data collection in the future.

Archiving and Preservation

FIXME The procedures in place or envisioned for long-term archiving and preservation of the data, including succession plans for the data should the expected archiving entity go out of existence.

Ethics and Privacy

FIXME A discussion of how informed consent will be handled and how privacy will be protected, including any exceptional arrangements that might be needed to protect participant confidentiality, and other ethical issues that may arise.


FIXME The costs of preparing data and documentation for archiving and how these costs will be paid. Requests for funding may be included.

Data Organization

FIXME How the data will be managed during the project, with information about version control, naming conventions, etc.

Quality Assurance

FIXME Procedures for ensuring data quality during the project.

FIXME A listing of all relevant federal or funder requirements for data management and data sharing.

templates/specification/master_data_management_plan.txt · Last modified: 2020/08/20 13:27 (external edit)