Research Data:DMPTool How-To Guide

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Summary

The DMPTool is a web-based application developed to aid researchers write Data Management Plans (DMP) and/or Technology Control Plans (TCP), using funding focused templates. Researchers can save, edit, and share plans as well as request a review of their plan from the Office of Research.

How to Access the DMPTool

  1. Go to: https://data.utdallas.edu and click the button ‘Access DMPTool’.
    DATA DMPTool How-To Guide How to Access the DMPTool 01.png
  2. Click ‘Sign-in’ and select option 1, ‘Your Institution’.
    DATA DMPTool How-To Guide How to Access the DMPTool 02.png
  3. Search for The University of Texas at Dallas. Tip: Quickly find UT Dallas by typing ‘Dallas’.
    DATA DMPTool How-To Guide How to Access the DMPTool 03.png
  4. When prompted, sign-in using your NetID and Password.
    DATA DMPTool How-To Guide How to Access the DMPTool 04.png
  5. If signing-in for the first time, you will be directed to create an account. Enter your First Name, Last Name, and NetID e-mail in the indicated fields. Accept the terms and conditions and click the button ‘Sign in’.
    DATA DMPTool How-To Guide How to Access the DMPTool 05.png
  6. Fill in ‘Personal Details’ and customize the ‘Notification Preferences’ tab as desired. Enter an ORCID if applicable. Note: These settings can be modified at a later time.
    DATA DMPTool How-To Guide How to Access the DMPTool 06.png

My Dashboard

Plans are accessed on the My Dashboard page. Additional actions, such as deleting a plan, can be performed by clicking the ‘Actions’ drop-down and selecting ‘Remove’.

DATA DMPTool How-To Guide My Dashboard 01.png

How to Create a Plan

  1. To create a plan, click the ‘Create plan’ button or the ‘Create plan’ header hyperlink.
    DATA DMPTool How-To Guide How to Create a Plan 01.png
  2. Enter project relevant funding information to be matched with a template.
    1. Under the question ‘What research project are you planning?’ be sure to enter the title of the research project. If it is a test project, check the box ‘mock testing…’.
    2. The primary research organization field will be pre-populated as the University of Texas at Dallas.
    3. Search for the project’s primary funding organization by typing the name in the indicated field. Note: If the project’s funder is not on the list, the research is unfunded, or if you are creating a Technology Control Plan (TCP), check the box ‘No funder associated with this plan.’
    4. To proceed, click the button ‘Create plan’.
      DATA DMPTool How-To Guide How to Create a Plan 02.png

Write a Plan

Project Details

  1. Enter important administrative details of the project such as the funder, grant number, project abstract, Principal Investigator (PI), and the Data Contact Person. In the ‘Project abstract’ text field, be sure to summarize the research project.
    DATA DMPTool How-To Guide Project Details 01.png
  2. Under the ‘Plan Guidance Configuration’ section, additional guidance can be added by clicking ‘See the full list’. This may be helpful when coordinating with a PI from another institution. Click submit to accept the additional guidance.
    DATA DMPTool How-To Guide Project Details 02.png

Plan Overview

Provides an outline of the template questions that are asked under the ‘Write Plan’ tab.

DATA DMPTool How-To Guide Plan Overview 01.png

Write Plan

Funding organizations may have specific guidelines and policies, so template structures may differ. In general, there are 7 sections: Data Collection, Documentation and Metadata, Ethics and Legal Compliance, Storage and Backup, Selection and Preservation, Data Sharing, Responsibilities and Resources. It is important to accurately document the entire lifecycle of research data from collection, execution, analysis, publication, to archival. Remember that a DMP can be updated as needed or as projects change.

  1. To begin writing a plan, click the ‘Write Plan’ button on the ‘Plan Overview’ page, or click the ‘Write Plan’ tab.
  2. Click a plus sign to expand a section and see the associated questions.
    DATA DMPTool How-To Guide Write Plan 01.png
  3. Check out the guidance tab for assistance, or leave comments on a question.
    DATA DMPTool How-To Guide Write Plan 02.png
  4. Scroll down to ensure all questions are answered per section.
  5. Be sure to click save after answering each question. It is possible to modify each section at any time, if necessary.

Share

  1. Set plan visibility. Note: Plans can only be visible after answering 50% percent of the questions.
  2. Manage collaborators by changing their permissions or removing them.
  3. Invite collaborators one at a time by inputting their email address, selecting a permission level, and clicking ‘Submit’ to complete the invitation.
  4. Clicking the ‘Request feedback’ button will notify the Office of Research Data Management Team to review the plan.
    DATA DMPTool How-To Guide Share 01.png

Download

A DMP is available for download in a variety of formats including csv, html, PDF, text, and docx.

DATA DMPTool How-To Guide Download 01.png

Request Feedback

(WIP)

  1. Clicking the ‘Request feedback’ button will notify the Office of Research Data Management Team to review the plan.

Additional Resources

https://dmptool.org/faq

https://dmptool.org/general_guidance