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CASRAI
Data Governance & Open Science

DMP Guide: Horizon Europe for Public Health & Epidemiology

Learn how to design a fully compliant Data Management Plan (DMP) that satisfies Horizon Europe framework programme open-data policies. Explore optimal file formats, metadata mapping, and repository selection for Public Health & Epidemiology research data.

1. Funder Policy & Open Data Compliance

In alignment with international open-science mandates, Horizon Europe framework programme requires all principal investigators to submit a comprehensive Data Management Plan (DMP) with their grant application. A robust DMP details how research data will be collected, processed, documented, stored, shared, and preserved both during and after the project.

Funder-Specific Mandate Directive

Under guidelines set by the **Horizon Europe framework programme (Horizon Europe)**, a formal DMP must be compiled and submitted for the **Public Health & Epidemiology** project by Month 6. Research data must follow European open-science protocols, complying with the core doctrine of being "as open as possible, as closed as necessary" to secure proprietary discoveries.

Verified Funder Open-Science Portfolio

Based on independent, open-science bibliometric data from OpenAlex, the Horizon Europe framework programme (Horizon Europe) oversees a massive scholarly ecosystem with over 49,574 published research outputs under their funding catalog, accumulating over 342,310 citations across the global scientific record. To protect the public's investment in this massive knowledge corpus, the funder strictly enforces FAIR data management and open repository deposits, making compliance with this DMP protocol mandatory for all awarded grants.

For projects in the field of Public Health & Epidemiology, managing data correctly is essential not only for compliance, but also to support peer-review validation and reproducibility. All DMPs must be submitted through the Funding & Tenders Portal portal, using standard institutional guidelines.

2. Data Types, Formats, and Metadata Standards

A high-quality DMP must explicitly identify the types of data that will be generated and specify open, non-proprietary file formats to ensure long-term usability. For Public Health & Epidemiology, datasets typically range from raw observational measurements to curated computational models.

Since studies in **Public Health & Epidemiology** rely heavily on human survey panels and interviews, participant privacy is a paramount concern. The DMP must document explicit consent agreements, transcript scrubbing techniques, and firewalled database storage to meet **Horizon Europe** standards.

To guarantee discoverability, datasets should be documented using standardised metadata schemas that map to the Epidemiologic Methods branch of scholarly vocabularies. This ensures indexers and crawlers can crawl and identify research outputs accurately.

DMP ComponentCustom Target Value for Public Health & Epidemiology
Preferred File FormatsCSV (incidence counts), SAV/DTA (survey demographics), R/Python scripts, Shapefiles (geospatial)
Metadata Schema StandardDublin Core, CDISC ODM, SDMX standards
Target Scientific RepositoriesZenodo, Dryad, WHO Data Platform, ICPSR, and directory servers mapped in PubMed, Embase & Global Health

3. Step-by-Step DMP Construction Protocol

When preparing your DMP for a Horizon Europe proposal, structure your document around these core sections:

  1. Data Collection and Generation:
    Describe the methodology, instrumentation, or software used to collect or generate new data. Detail quality assurance and quality control measures implemented at your facility.
  2. Documentation and Metadata:
    Explain how the data will be documented, including accompanying read-me files, data dictionaries, and laboratory notebooks. Specify the metadata standards to be utilized (using Dublin Core, CDISC ODM, SDMX standards as standard).
  3. Ethics, Intellectual Property, and Consent:
    Address how sensitive or confidential datasets will be handled. Detail anonymisation processes, access controls, and compliance with institutional ethics boards.
  4. Storage, Backups, and Security:
    State where data will be stored during active research. Detail automated backup schedules, server redundancies, and access authorisation protocols.
  5. Long-Term Preservation and Archiving:
    Select the digital repository for post-project archiving (such as Zenodo, Dryad, WHO Data Platform, ICPSR, and directory servers mapped in PubMed, Embase & Global Health). Confirm that the repository supports persistent identifiers (handles/DOIs) and provides secure preservation.

Open Science Workflows, Data Curation & Repositories

To secure approval from Horizon Europe framework programme, the investigator's data management plan dmp must clearly justify chosen data collection methods and adhere to active data curation standards. Integrating digital dmptool workflows helps automate compliance reporting via the Funding & Tenders Portal portal. Investigators must outline procedures for post-collection data cleaning, strict audits of data integrity, and programmatic data wrangling to transform raw outputs into clean models. Furthermore, a descriptive data dictionary must be provided to define the database schema. The DMP must justify whether files are catalogued in a structured data warehouse or kept as raw files in a flexible data lake, discussing how a data lake vs data warehouse decision impacts subsequent data analysis and programmatic exploratory data analysis for Public Health & Epidemiology. Upon completion, data will be submitted to the dryad data repository, published as figshare datasets, or preserved via a zenodo data upload to be registered in the global data citation index and satisfy nsf data management plan guidelines and regional Horizon Europe open-science rules. Researchers are required to publish systematic data versioning protocols through the open science framework osf to facilitate long-term reproducible data sharing in line with fair data principles examples. If data is collected from specialized regions, the plan must comply with the care data principles and respect indigenous data sovereignty care rights to meet Horizon Europe framework programme ethical benchmarks. Implementing this storage layout satisfies compliance protocols overseen by the Horizon Europe data audit team.

4. Frequently Asked Questions

Are we required to share all raw data from our research?

No, Horizon Europe policies generally recognise that some data cannot be shared publicly due to privacy, security, intellectual property, or commercialisation constraints. In such cases, your DMP must justify why certain datasets are restricted and describe how metadata will still be made discoverable.

Who owns the research data generated under this grant?

Data ownership is typically held by the host institution, subject to co-ownership clauses in collaborative projects. However, Horizon Europe guidelines require that data be made as openly available as possible under open licensing, such as Creative Commons or Open Data Commons.

DMP Specifications

Funding BodyHorizon Europe (European Union)
Submission ToolFunding & Tenders Portal
Crossref Funder ID100018693
Discipline FocusPublic Health & Epidemiology
Target Index DBPubMed, Embase & Global Health

FAIR Principles

Your plan must align with the FAIR Principles:

  • Findable: Rich metadata and persistent DOIs.
  • Accessible: Free retrieval via standard protocols.
  • Interoperable: Open formats and vocabulary alignment (such as Dublin Core, CDISC ODM, SDMX standards).
  • Reusable: Clear data licensing and reuse guidelines.

Referenced across the research world

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