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Data Management Toolkit

This toolkit provides guidance for writing a data management plan. It also includes information about services and tools for data management.

Reuse / Archiving / Preservation of Data

Tips for these sections of the DMP:

The end of a DMP typically addresses long-term concerns: 

  • What is permitted to be done with the data over time (especially in terms of reusing and redistributing them and creating derivatives from them)? 
  • What is the project's plans for archiving and preserving the data? For how long? (NSF guidance can vary on length of time.)

Considerations for reuse, redistribution, and creation of derivatives

Think about what you will allow to be done with your data -
three green arrows in a circle representing recycling

  • What will you permit for data reuse and redistribution, based on policies for access and sharing expressed earlier in the DMP?
  • Consider that other researchers (whether in your subject domain or others) might find your data useful.
    • How will others know what they're allowed to do with your data?
  • Identify the lead person or committee on the project who will make the decisions on redistribution on a case-by-case basis.
  • If you have already identified a national repository (or national repositories) or intend to explore those possibilities, then please name them in the DMP.


Sometimes data resulting from funded research cannot be shared, and there are policies addressing this. For example, the “Privacy Rule” of the Health Insurance Portability and Accountability Act, or HIPAA (see link below), has guidelines for maintaining confidentiality of research data derived from health care records, requiring specification of data handling responsibilities and privileges. 


The Libraries has an additional resource, "Guide for Use of Restricted Data that Require a Data Use Agreement or Contract," (linked below) that gives an overview of how restricted data may be accessed.


Creative Commons (CC) also has licenses that address reuse, redistribution, and creation of derivatives - check out the links below to gain a better understanding.

Archiving and Preservation

Think about how the data will be archived and preserved -Data ONE Data Life Cycle

  • Will all of the data produced be preserved, or only some?
  • How long do the data need to be preserved? Check funding agency guidance! 
    • Sometimes there is a suggested minimum for the time after a project ends or after publication of certain data.
  • What context for your data (e.g., tools, documentation, metadata etc.) will be required to make it accessible and understandable?
  • Will transformations of the data be necessary prior to deposit and even for making them available?
    • If so, be sure to describe these actions in the plan.
  • What formats will the data be stored in, if they will be different from formats for access?

Finally, review external data repositories to see if your data would be appropriate for deposit in one of them, and, if there is, then be sure to mention it in the plan. Consult the data repository index,, listed below.