Getting Started with the DMP Tool

Audience: Researchers

This KB Article References: Data Management Plan Tool
This Information is Intended for: Researchers
Last Updated: October 26, 2023
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Moving Through the Sections

Click the Save and next button to navigate to the next section in your data management plan. To navigate to other sections of your data management plan, use the section links in left hand column of your screen. Simply click on the section you wish to go to, and you will be taken to that section of your plan. Reminder: as you input text in the box, it is automatically saved. You can also use the Save button (located at the bottom of the text box) to save your text at any time. Each section of the plan is numbered, and a check mark will appear beside each section you have completed.

Resource Links

Resource links located in the right-hand column of each section of the DMP interface, offers a series of available links that will assist in the creation of your personal data management plan. Each link opens in a new window. You will have access to both institution-specific resources (dependent upon what institution you are partnered with), as well as general resources.

Editing Features

The text box offers a few editing features (located above the text entry box): bold, italic, underline, strikeout, superscript, subscript, find, replace, spell check, cut, copy, paste, undo, redo, bullet lists, link and unlink. As you input text in the box, it is automatically saved. You can also use the Save button (located at the bottom of the text box) to save your text at any time.

Help Text

Help text is offered for each section. It appears above the text entry box. The Help box defaults to the smallest size, but if you'd like to see more help text, you can select the medium box size option. If you'd like to see all of the help text available, click full. Select small to return the Help box to its default size.  Use the information in the Help box and the questions within the box, to develop your responses to that specific requirement (section).

Edit an Existing Plan 

Once you have begun a plan, you will have the option to edit it. From the My Data Management Plans Page (found by clicking My Plans on the top navigation bar), you will see a list of existing plans. To edit an existing plan, click [edit]. This will send you to the Plan description page of your plan. From here, on the left-side, click on whichever section of the plan you are interested in editing.

Export a Plan

There are two ways to export your plan:

  1. After completing the final section for your specific grant, press Save and next. Your data management plan is displayed. At the top of this page, you have the option to export your plan as "Plain Text" or as "Rich Text" (which can be used in Microsoft Word). To export your plan, choose your format and then click the Export button. This will save the plan you have just generated to your computer.
  2. There is an export feature available from the My Plans page. Locate the plan you wish to export, select whether you would like to export your plan to a plain text or a rich text file, and then click the Export button. This will save the plan to your computer.
Sharing a Plan

The DMPTool allows you to share, via a web link, your data management plan. The shared plan will be a PDF version of your plan. Only those with the link will be able to view your plan. They will not be able to edit your version of the plan. To share a plan, and create a web link, click [share] under the plan you wish to share. An active URL, link, will appear. You can send the link to those you wish to view your plan. You can stop sharing your plan by selecting [retract].

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