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Data Management and Record Keeping

Tools, tips and checklists for creating a data management plan and managing data you generate

Additional DMP Resources

  • The DMP Tool from the University of California is a great free resource you can use to create your plan, whether it is a generic plan or one that has to meet specific funder requirements. 

  • Federal agencies are increasingly including DMP-related mandates as part of their funding requirements:
    - NIH's Data Sharing Policy & Implementation Guidance.

- NSF's Dissemination and Sharing of Research Results includes DMP requirements for different NSF units, as well as more general data management guidance for grant proposals.

Federal Funding Agencies: Data Management & Record Keeping Policies

Here are the data management and record keeping policies from a select list of federal funding agencies:


Clark, J. (2014). Scientific record keeping [slides]. Retrieved from:  

Committee on Science, Engineering, and Public Policy. (2009). On being a scientist: A guide to responsible conduct in research. (Third Ed.) Washington, D.C.: National Academies Press. Retrieved from  

Department of Defense. (2015). Plan to establish public access to the results of federally funded research. Retrieved from  

Department of Energy. (2016). Statement on digital data management. Retrieved from  

Harvard Biomedical Data Management. (n.d.). Electronic lab notebooks. Retrieved from

Macrina, F. L. (2014). Scientific integrity: Text and cases in responsible conduct of research. [Fourth Ed.] Washington, D.C.: ASM Press.

National Institutes of Health. (2003). NIH data sharing policy and implementation guidance. Retrieved from

National Science Foundation. (2013). Chapter II: Proposal preparation instructions in Grant Proposal Guide. Retrieved from

Ryan, P. (n.d.). Keeping a lab notebook: Basic principles and best practices [slides and notes]. Retrieved from

U.S. Department of Health and Human Services, Food and Drug Administration. (2007). Good laboratory practice regulations: Subpart J, records and reports. Retrieved from  

U.S. Department of Health and Human Services, Food and Drug Administration. (2015). Plan to increase access to results of FDA-funded scientific research. Retrieved from  

University of Wisconsin-Madison. (n.d.). Electronic lab notebooks: Best notebook practices. Retrieved from  

Worcester Polytechnic Institute. (2017). WPI policy on research conduct. Retrieved from