New NSF-BIO template

On October 1, 2015, the NSF Directorate of Biological Sciences issued Updated Information about the Data Management Plan Required for Full Proposals. Changes to the guidelines include some reorganization and clarification of the components of the DMP. There is a new section, “Future Proposals,” highlighting that DMP implementation will be considered during evaluation of future proposals. The new guidelines also contain a handy list of data management resources and training opportunities, including links to DataONE, Data Carpentry, and Software Carpentry, as well as mention of services provided by university libraries. According to the NSF Bio Buzz blog, the updated DMP guidelines are part of the newly released Proposal and Award Policies and Procedures Guide, which applies to proposals submitted, or due, on or after January 25, 2016.

As with the previous revision to the NSF-BIO guidelines in 2013, we handled the changes to the template in the DMPTool by deactivating the old one and creating a new template. DMPTool users who created plans using the old template(s) will continue to have full access to those plans. Users creating new NSF-BIO plans will be presented with the new 2015 template.

We will continue monitoring the Bio Buzz blog for future updates.

New DOE “Generic” template

We’ve added a drop-down list for the U.S. Department of Energy (DOE) and created a new “Generic” template. The existing “DOE: Office of Science” template remains the same.

These template changes come in response to the recent release of the agency-wide DOE Policy for Digital Research Data Management, which took effect on October 1, 2015 and applies to all Unclassified and Otherwise Unrestricted Digital Research Data. The suggested elements for data management that were being piloted by the Office of Science will now apply to all DOE-sponsored research programs. Going forward, each sponsoring office must include the requirements for DMPs in all solicitations and invitations for research funding, with details about how and when a DMP should be submitted. The generic template contains updated DOE links that direct researchers to consult the appropriate sponsoring office for specific requirements and guidance. The new links also include a helpful list of Data Management Resources at DOE Scientific User Facilities.

Stay tuned for more template news from the DMPTool as agencies continue to revise existing policies and release new ones.

New template: NIH Genomic Data Sharing

The National Institutes of Health issued new Guidance for Investigators in Developing Genomic Data Sharing Plans along with some helpful sample plans (dated July 14, 2015). The DMPTool team has been monitoring the responses to the OSTP memo by federal agencies, but this alert came to us via the DMP admin email list. Please continue to let us know when you hear anything at all (see the links from a previous post “How you Can Help”)!

We added a National Institutes of Health drop-down list to the DMPTool that contains the new NIH-GDS: Genomic Data Sharing template in addition to the NIH-GEN: Generic template. The basic data management requirements for most NIH grants remain unchanged (pending further notice); researchers can continue to use the generic template for most grants.

The new guidance pertains to those proposing research that will generate large-scale human and non-human genomic data. It describes the type of information that should be provided in a genomic data sharing plan and when the plan should be submitted, including instructions for IRB review, appropriate uses of the data, and suggested/required data repositories. The new guidance is an update to the existing NIH GDS Policy that became effective on January 25, 2015.

New templates for IMLS

The Institute for Museum and Library Services (IMLS) changed its data management plan requirements, by expanding the scope to include research data, other digital content, and software tools and applications. Although IMLS uses just one form for these new requirements, we decided to split it into three DMPTool templates. Each of the new DMPTool templates for the IMLS consists of one section on Copyright and Intellectual Property Rights and section(s) specific to the type of digital products from the proposed project.

IMLS changed its requirements in 2014. Unfortunately, it has taken us a while to add them to the DMPTool, as we discussed the best way to represent them. One template or three? Keeping them as one had several disadvantages, with the most significant disadvantage being its length. We also think that most people will need only one of the sections for any given project. Unfortunately, splitting them into three caused problems with the automatic numbering that the DMPTool added to sections of the plans when saved to PDF or RTF. The numbers didn’t match the section numbers in the IMLS requirements. We’ve removed the automatic numbering, and now have released the new templates. We hope these are useful to researchers applying for grants from the IMLS.

Two New Templates: NIFA and NOAA

We have added two new templates to the DMPTool: a data management plan template for the US Department of Agriculture – National Institute of Food and Agriculture (USDA-NIFA) and a data sharing template for National Oceanic and Atmospheric Administration (NOAA).

On February 22, 2013, the Office of Science and Technology Policy (OSTP) at the Executive Office of the President issued a memorandum to all agencies to develop guidelines to increase access to the results of publicly-funded scientific research. The USDA recently posted its “Implementation Plan to Increase Public Access to Results of USDA-funded Scientific Research” (November 7, 2014).

One of the USDA’s implementation milestones is a pilot project requiring Data Management Plans (DMPs). NIFA, a federal agency within the USDA was chosen to pilot DMPs. The document entitled “Data Management Plan for NIFA-Funded Research Projects” provides general background and guidance regarding this pilot activity. The information from the DMP 2015 pilot will inform the USDA’s Mainstream implementation (2016-2017) of providing public access to digital scientific data.

The National Oceanic and Atmospheric Administration (NOAA) also released “The NOAA Plan for Increasing Public Access to Research Results” in response to the OSTP memorandum.

The information in this document pertains to both extramural grantees and intramural researchers and contractors. According to the plan “extramural” grantees are only subject to the policy described in section 7.1.1:

This existing policy (“NOAA Data Sharing Policy for Grants and Cooperative Agreements” revised May 29, 2012) requires that proposals from extramural groups include a plan for making data publicly accessible… The policy refers to “data sharing plans,” which are similar to the “data management plans” required by National Science Foundation (NSF) grantees but are less comprehensive than the DM plans required for NOAA intramural projects… The existing policy refers only to data access (“sharing”) and not long- term archiving for potential future users.

The current data sharing policy will be revised during FY2015, a legal review will be performed in FY2016 Q1, and provisions will take effect in FY2016 Q2. A new template for data sharing will be developed by NOAA prior to the requirement effective date. When available, it will be updated in the DMPTool. Until then, researchers should use the NOAA Data Sharing Plan available in the tool.

NSF and NIH Update for the DMPTool

Based on their responses to the Office of Science and Technology Policy (OSTP) memo, there are no immediate changes for data management and sharing plans from the National Science Foundation (NSF) or National Institutes of Health (NIH–a division of the Department of Health & Human Services), at this time. See the previous Blog post for more information on the OSTP memos.

The DMP templates for all NSF divisions/directorates and the NIH in the DMPTool are still current.

NSF Public Access Plan:
NIH Public Access Plan:

In their access plan, the NSF has clarified a few requirements. These clarifications have been added to the NSF Generic template in the DMPTool in the Instructions and Guidance section for those specific requirements (questions).

The public access plan for NIH emphasizes its current policies for data sharing and on data management plans. It then spells out “further steps under consideration”. According to the public access plan (dated February 2015):

This document describes NIH’s plans to build upon and enhance its long standing efforts to increase access to scholarly publications and digital data resulting from NIH-funded research.

The DMPTool team will keep you informed as these steps are finalized.

Public Access for Federally Funded Research

On February 22, 2013, the White House’s Office of Science and Technology Policy (OSTP) issued an executive directive that requires the results of taxpayer-funded research – both articles and data – be made freely available to the general public.

The DMPTool team has been closely monitoring the responses by federal agencies, but we could use your help (see the links below under “How you Can Help”).

Forty-three agencies were directed to come up with plans for increasing access to the results of federally funded research (see the OSTP memo links at the bottom of this blog). Since July 2014, twelve of these agencies (and their sub-agencies) have released their plans. The DMPTool team has been actively reviewing newly released funding agency announcements and plans specifically for how Data Management Plans are to be implemented. Once identified, the new plans, if the plans are different form what is already in the DMPTool, will be added to the DMPTool.

With the help of Librarians from across the country, other information from the various plans’ guidelines is being collected and consolidated (not just for data, but for published outputs as well). Columbia University and the University of Oregon are keeping up with the announcements via their Library websites:

SPARC and ARL are also trying to keep researchers and institutions informed:

How You Can Help?

Note: Memos from the Office of Science and Technology Policy (OSTP) on Public Access

We are Hiring a DMPTool Manager!

Do you love all things data management as much as we do? Then join our team! We are hiring a person to help manage the DMPTool, including development prioritization, promotion, outreach, and education. The position is funded for two years with the potential for an extension pending funding and budgets. You would be based in the amazing city of Oakland CA, home of the California Digital Library. Read more at or download the PDF description: Data Management Product Manager (4116).

Job Duties

Product Management (30%): Ensure the DMPTool remains a viable and relevant application. Update funder requirements, maintain the integrity of publicly available DMPs, contact partner institutions to report issues, and review DMPTool guidance and content for currency. Evaluates and presents new technologies and industry trends. Recommends those that are applicable to current products or services and the organization’s long-range, strategic plans. Identifies, organizes, and participates in technical discussions with key advisory groups and other customers/clients. Identifies additional opportunities for value added product/service delivery based on customer/client interaction and feedback.

Marketing and Ourtreach (20%): Develop and implement strategies for promoting the DMPTool. Create marketing materials, update website content, contacting institutions, and present at workshops and/or conferences. Develops and participates in marketing and professional outreach activities and informational campaigns to raise awareness of product or service including communicating developments and updates to the community via social media. This includes maintaining the DMPTool blog, Twitter and Facebook accounts, GitHub Issues, and listservs.

Project Management (30%): Develops project plans including goals, deliverables, resources, budget and timelines for enhancements of the DMPTool. Acting as product/service liaison across the organization, external agencies and customers to ensure effective production, delivery and operation of the DMPTool.

Strategic Planning (10%): Assist in strategic planning, prioritizing and guiding future development of the DMPTool. Pursue outside collaborations and funding opportunities for future DMPTool development including developing an engaged community of DMPTool users (researchers) and software developers to contribute to the codebase. Foster and engage open source community for future maintenance and enhancement.

Reporting (10%): Provides periodic content progress reports outlining key activities and progress toward achieving overall goals. Develops and reports on metrics/key performance indicators and provides corresponding analysis.

To apply, visit (Requisition No. 20140735)

From Flickr by Brenda Gottsabend

From Flickr by Brenda Gottsabend

Got an idea for DMPTool? Share it!

There’s always room for improvement, and that’s certainly the case with the DMPTool. Do you have a suggestion on how to make it better? Or did you discover a bug while customizing the tool for your campus? We want to hear from you! Submit your suggestions for enhancements or bugs you’ve found using our GitHub Issue Tracker.

Got ideas? We're listening! From

Got ideas? We’re listening! From