Data Management Planning
Define collection, storage, access, documentation, sharing, retention, and disposition before work begins.
The JR Institute intends to manage research data, software, models, workflows, and computational environments so that findings can be evaluated, reproduced where practical, preserved over time, and shared responsibly.
This page presents a planned public standard. Final data-management templates, repositories, retention schedules, access controls, software-preservation systems, and review authorities should be established before active research programs expand.
Data, code, configuration, instruments, preprocessing, prompts, models, statistical decisions, and software dependencies may all affect a result.
The Institute should preserve enough information to explain how conclusions were produced, while protecting participants, security, intellectual property, and legitimate restrictions.
Define collection, storage, access, documentation, sharing, retention, and disposition before work begins.
Preserve code, parameters, workflows, environments, and methodological decisions.
Share as openly as possible and restrict only as necessary for legitimate reasons.
Describe provenance, formats, variables, transformations, versions, and limitations.
Protect sensitive, confidential, regulated, proprietary, and security-relevant information.
Use durable formats, stable identifiers, redundant storage, checksums, and migration planning.
This policy is intended to apply to research data, source code, scripts, software, machine-learning models, prompts, workflows, notebooks, images, recordings, simulations, instrument outputs, survey records, laboratory records, and documentation needed to understand a result.
Projects should define how research materials will be collected, named, organized, documented, backed up, secured, shared, retained, and disposed of.
Research materials may be subject to institutional, sponsor, collaborator, participant, contractual, or legal interests.
Project leaders should understand who owns, controls, may access, may publish, and must preserve each category of material.
Records should describe where data came from, how it was collected, what transformations occurred, which versions were used, and what limitations affect interpretation.
Variable definitions, units, coding schemes, exclusions, preprocessing, quality checks, and analytical decisions should be preserved.
A file without context may be technically preserved while remaining scientifically unusable.
Computational research should preserve, where practical, source code, dependency information, package versions, build instructions, parameters, hardware assumptions, random seeds, prompts, model versions, and configuration files.
Containers, virtual environments, notebooks, workflow descriptions, and test cases may be used to improve reproducibility.
Research outputs should be shared as openly as ethical, legal, contractual, and security obligations permit.
Shared materials should include clear licenses, citation expectations, access conditions, known limitations, and any restrictions on commercial or sensitive reuse.
Sensitive data may require de-identification, encryption, controlled repositories, data-use agreements, limited access, secure analysis environments, or prohibition on public release.
Restrictions may arise from participant consent, privacy, law, sponsor terms, export controls, cybersecurity, indigenous or community interests, proprietary rights, or dual-use concerns.
Research records should be retained for a period appropriate to sponsor requirements, publication, intellectual property, participant protection, audit, verification, legal obligations, and future scientific value.
Preservation should include version control, checksums, access logs, backups, format review, and migration planning.
Suitable datasets, software, models, and documentation should be deposited in an approved repository with stable identifiers and exportable metadata.
Repository records should link related preprints, publications, projects, authors, funding, licenses, versions, and corrections.
Before a project closes or personnel depart, responsible leaders should confirm custody, access, retention, documentation, repository deposit, transfer permissions, and future stewardship.
No individual should remove the only usable copy of institutional research records, software, or data without authorization.
Framework date: July 2026
Inquiries may concern metadata, sensitive data, code, models, computational environments, sharing, licensing, retention, deposit, or project closeout.
Identify the project, data type, software or model, access concern, deadline, and available supporting information.
Contact the Institute