DMPTool: Create a New Plan

Sign up for a DMPTool account with your University of Washington email address ending in uw.edu. Ensure that the Institution field is filled with the University of Washington (uw.edu). Once you create your account, future log ins will require you to sign in with your uw.edu email address followed by a redirect to login with your UW credentials via an SSO portal.

Creating a data management plan for your research project is made simple with helpful templates, example text, and guidance.

Creating a new plan:

1. Log into your DMPTool account
2. Select Create Plan on the menu ribbon.
3. Fill in the project title. If you are applying for funding, type the title as it will appear in the proposal
4. Select the primary research organization. If no research organization is associated with your plan or the organization is not included in the list, there is a box you may check to indicate this.
5. Indicate the primary funder associated with your project. If your funder has made DMPTool template(s) available, you will then be prompted to select which template applies for your project. You may also indicate that no funder is associated with the plan and work from a generic template.
6. Click Create Plan

Guidance which serve to support you in writing your DMP are available to you as your write. DMPTool as well as universities and other research institutions with institutional memberships have contributed guidance touching on several themes related to DMPs such as data format, data sharing, and more. You may choose to toggle on guidance from up to 6 organizations while writing your plan.

To turn on/off an organization's guidance:

1. Navigate to the Project Details tab while you are editing your plan.
2. In the right hand column under Select Guidance, find the See the full list link. DMPTool and University of Washington will likely already be selected.
3. Select up to 6 organizations from the list of organizations.
4. Click Save under Select Guidance once you have made your selections

Guidance will appear in the right hand column of the Write Plan tab while you write.

You can both add contributors and invite collaborators to your DMP. Contributors are added to list the project's Principal Investigator(s) as well as assign the roles and responsibilities for data management. Collaborators are invited to read, edit, or administer the DMP.

To add contributors and collaborators, navigate to the Collaborators tab while editing your plan.

• Add a contributor by selecting Add a contributor and indicating their name, email address, and data management role.
• Invite a collaborator by entering their email address, selecting their permissions (Co-owner, Editor, or Read only), and clicking Submit at the bottom of the page.

Lists of both collaborators and contributors will be updated in the Collaborator tab as new individuals are added and removed from the project.