Help

When you login to the SA DMP Tool you will be directed to the 'My plans' page. From here you can 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 invite others 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 as part of a grant application.

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 invite to read or edit your plan. Set the level of permissions you would like to grant them via the drop-down options and click to '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. Choose what format you would like to view/download your plan in and click to export. When you login to the SA DMP tool you will be directed to the 'My plans' page. From here you can edit, share, export or delete any of your plans. You will also see plans that have been shared with you by others.

Useful resources on Data Management Planning

Example Data Management Plans

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.