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CASRAI
Data Governance & Open Science

DMP Guide: NRF for Education Research

Learn how to design a fully compliant Data Management Plan (DMP) that satisfies National Research Foundation open-data policies. Explore optimal file formats, metadata mapping, and repository selection for Education Research research data.

1. Funder Policy & Open Data Compliance

In alignment with international open-science mandates, National Research Foundation 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

The open-access mandate from **National Research Foundation (NRF)** expects PIs to index their **Education Research** findings in public repositories that support persistent citation IDs. Plans must be formulated and uploaded through the **NRF Online Submission** interface.

Verified Funder Open-Science Portfolio

Based on independent, open-science bibliometric data from OpenAlex, the National Research Foundation (NRF) oversees a massive scholarly ecosystem with over 271,610 published research outputs under their funding catalog, accumulating over 7,129,508 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 Education Research, 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 NRF Online Submission 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 Education Research, datasets typically range from raw observational measurements to curated computational models.

Gathering social and behavioral metrics for **Education Research** requires careful handling of personal records. The data plan must detail the exact consent workflows, automated pseudonymisation of interview transcripts, and restricted-access storage rules enforced by **NRF**.

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

DMP ComponentCustom Target Value for Education Research
Preferred File FormatsCSV (assessment matrices), MP4 (classroom logs), TXT (transcripts), SAV (SPSS surveys)
Metadata Schema StandardDDI standard, Dublin Core Metadata Element Set
Target Scientific RepositoriesERIC, ICPSR, Zenodo, Figshare, and directory servers mapped in ERIC (Education Resources Information Center)

3. Step-by-Step DMP Construction Protocol

When preparing your DMP for a NRF 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 DDI standard, Dublin Core Metadata Element Set 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 ERIC, ICPSR, Zenodo, Figshare, and directory servers mapped in ERIC (Education Resources Information Center)). Confirm that the repository supports persistent identifiers (handles/DOIs) and provides secure preservation.

Open Science Workflows, Data Curation & Repositories

To secure approval from National Research Foundation, 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 NRF Online Submission portal. This includes describing protocols for data cleaning, validating data integrity via checksums, and conducting secure data wrangling on raw source files. Each output dataset must be documented with an explanatory data dictionary mapping key metadata fields. 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 Education Research. PIs will facilitate public sharing by leveraging the dryad data repository, creating searchable figshare datasets, or completing a zenodo data upload, ensuring tracking through the data citation index in compliance with nsf data management plan protocols and National Research Foundation targets. 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 National Research Foundation ethical benchmarks. This explicit lifecycle structure meets the standard pre-requisites issued under NRF project management guidelines.

4. Frequently Asked Questions

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

No, NRF 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, NRF 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 BodyNRF (South Africa)
Submission ToolNRF Online Submission
ROR Funder ID05s0g1g46
Crossref Funder ID501100001321
Discipline FocusEducation Research
Target Index DBERIC (Education Resources Information Center)

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 DDI standard, Dublin Core Metadata Element Set).
  • Reusable: Clear data licensing and reuse guidelines.

Referenced across the research world

University of Cambridge logoColumbia University logoUniversity of Edinburgh logoHarvard University logoUniversity of Oxford logoPrinceton University logoStanford School of Medicine logoUniversity College London logoORCID logoCrossref logoUniversity of Cambridge logoColumbia University logoUniversity of Edinburgh logoHarvard University logoUniversity of Oxford logoPrinceton University logoStanford School of Medicine logoUniversity College London logoORCID logoCrossref logo
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