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Envision and Plan


During this stage the researcher is focused on determining the data that will be collected, used, and generated in support of the research.

Considerations for different data categories in research projects.
Category PI Considerations
Workforce Skills
  1. Does the team have the required skills to appropriately manage the data throughout the lifecycle?
  2. Consider discipline-specific data formatting, preparing metadata, FAIR compliance and ensuring the integrity of data.
  3. Can the University provide appropriate technical support for the systems and data needed to conduct the research?
  4. Will you purchase technology that cannot be supported with existing IT resources?
Data Safety and Security
  1. How is the data classified according to the University's Information Security Data Classification policy?
  2. Consider participant privacy and informed consent.
  3. What legal and regulatory compliance requirements are required for the data?
  4. Is the data an asset related to Intellectual Property
  5. Are there International Components of the research that involve the data?
  6. Will external collaborators require access to WVU systems to use the data (requiring a data agreement)?
  7. Will standard, approved technology products for research be used?
  8. Will data be transferred out of the University (requiring a Data Agreement)?
  9. Will WVU Health System Data be used?
  10. Are you aware of restrictions and processes to use this data?
  11. Will data be transferred into the University?
  12. Is a signed data agreement from the source needed?


This function encompasses the tactical management positioning in an organization for effective research data management throughout the research data lifecycle.

Important considerations when planning RDM.
Category PI Considerations
Costs and Budget
  1. Estimate the amount and type of data.
  2. Consider the costs associated with storing the data during research.
  3. Consider costs associated with storing the results in a third-party repository.
  4. Consider costs for research team and other resources that may be needed to de-identify, and prepare materials (software, code, documentation), and format the data for a repository.
  5. Determine the baseline services offered by the University for storage, high-performance computing/other processing requirements.
  6. Determine the baseline services offered by the University for software licenses related to data collection, communication, surveys, transcription, analysis.
  7. Determine the baseline services offered by the University for labs, instrumentation and other research components.
  8. Will additional staff be required to support technology procured for this research project?
Data Management
  1. How often will data be published?
  2. Will persistent identifiers be needed to support FAIR?
  3. Consider University, funding agency and other requirements for Data Management Plans.
  4. Become familiar with the DMPTool and WVU requirements.
  5. Determine if there are additional University processes and training required related to data protection, safety and management.