Machine-actionable data management plans: the maDMP comes of age

The data management plan has a reputation problem. For most of its existence it has been a document written under deadline pressure to satisfy a funder requirement, deposited as a PDF, and then never opened again. It describes intentions that, by the end of a project, may bear little resemblance to what actually happened to the data. The machine-actionable DMP is the response to that failure mode, and after some years of standards work it has come of age. This article explains what it is and why it matters, drawing on the machine-actionable DMPs domain.

From document to data object

A data management plan (DMP) is a description of the data-management practices to be followed during and after a research project: what data will be produced, how they will be stored and documented, under what licence and access conditions they will be shared, and how long they will be kept. A machine-actionable DMP (maDMP) is the same content expressed as structured data that research systems can exchange, validate, ingest, and update automatically, rather than as prose only a human can read.

The distinction is not cosmetic. A prose DMP states that data will be deposited in a trusted repository; a maDMP carries that as a structured assertion that a repository system can read, act on, and later check against what was actually deposited. The DMP stops being a one-time document and becomes a node in the research-information graph, connected to the project, the outputs, the funder, and the people.

The standard that made it possible: the RDA Common Standard

Structured exchange requires an agreed structure, and that is the contribution of the RDA DMP Common Standard — the application profile developed by the Research Data Alliance to represent maDMP content in a common, system-neutral form. It defines the entities a DMP describes and the relationships between them, so that a DMP created in one tool means the same thing when read by another.

The standard’s design encodes a useful distinction the prose form blurs: between an anticipated dataset — a dataset the DMP says will be produced — and a realised dataset, one that has actually been produced and, typically, deposited. A maDMP can carry both, which is precisely what lets a system at closeout check whether the datasets the plan anticipated were in fact realised and deposited. Around these sit the structured fields that prose tends to leave vague: the retention period, the licence assertion, the access control policy, the storage location, and a data volume estimate for storage planning.

The DMP ID: giving the plan an identity

For a DMP to be referenced across systems, it needs an identity, and that is the role of the DMP ID — a persistent identifier for a specific data management plan, typically a DOI minted by DataCite through tools such as the DMPTool, the DCC’s DMPonline, or ARGOS. With a DMP ID, the plan can be cited like any other research object: a funder can refer to it, a CRIS can link to it, an output can point back to the plan that anticipated it, and the connections become part of the persistent-identifier graph alongside ORCID, ROR, and the grant ID. The DMP ID is what turns the DMP from a loose attachment into a first-class, addressable entity in the persistent-identifier ecosystem.

The living DMP

The deepest change the maDMP enables is conceptual: the move from the frozen DMP to the living DMP — a plan updated throughout the project lifecycle rather than fixed at award. A frozen DMP is a prediction made at the least-informed moment of a project, before any data exist. A living DMP is a record that tracks reality: as anticipated datasets become realised, as storage decisions change, as access conditions are settled, the plan is updated, and a DMP version captures each snapshot.

The frozen DMP answers the question “what did the applicant promise at award?” The living maDMP answers a far more useful question: “what is actually happening to this project’s data, right now?” Only the second is worth the effort of maintaining.

This is where maDMP exchange earns its keep. When the DMP is structured and identified, a change made in one system can propagate — from a DMP tool to a CRIS, from the CRIS to a repository — so that the plan stays current without re-keying. A scheduled DMP review event becomes a checkpoint against live data rather than a re-reading of a stale document, and a DMP completeness score can be computed automatically against the funder’s required elements.

Why funders and institutions want this

The maDMP is not an end in itself; it is wanted because it makes obligations checkable. A funder that requires data to be deposited in a trusted repository under an open licence can, with structured maDMPs, verify that the realised datasets meet the commitment, rather than trusting a final-report paragraph. An institution can monitor data-management compliance across its whole portfolio as a query over structured plans. And the researcher, crucially, benefits too: a living maDMP linked to the project’s outputs means the closeout data-management report is largely assembled already, not reconstructed from memory. This is the same dividend that structured grant and disclosure data pay throughout research administration.

Where shared vocabulary fits

The RDA Common Standard supplies the structure — the shape of a maDMP. It does not, on its own, fix the controlled values that populate it: the list of access categories, the licence vocabulary, the dataset-status terms. Two systems can both emit valid Common Standard maDMPs and still disagree on what “restricted access” or “realised” means. That definitional gap, below the structural model, is exactly what a shared, federated vocabulary fills, pointing back to the RDA for the standard and to DataCite for the DMP ID infrastructure. Supplying it is the role the CASRAI dictionary is built for.

What to do now

For researchers and data stewards: treat the DMP as a living, structured object with a DMP ID, updated as anticipated datasets become realised. For funders: ask for maDMPs against the RDA Common Standard and verify realised against anticipated at closeout. For standards work: pair the structural standard with shared value vocabularies so that maDMPs from different tools genuinely interoperate.

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