NIDDK DMS Tools & Resources

NIDDK has created the tools and examples below to assist investigators in developing their Data Management and Sharing (DMS) Plan.

In this section:

DMS Plan Worksheet

NIDDK has outlined its expectations for DMS Plans. The DMS Plan Worksheet was developed to assist investigators in drafting a DMS Plan by including NIDDK-specific guidance for the National Institute of Health (NIH) DMS Plan optional format page (DOC, 35.4 KB) .

NIDDK DMS Plan Worksheet
(DOC, 39 KB)

DMS Plan Examples

The example DMS Plans provided below are consistent with the expectations of NIDDK’s guidance and the NIH (NOT-OD-21-013 and NOT-OD-21-014). The example DMS Plans illustrate the required information and level of detail that should be included for common data types and research designs.

Researchers are encouraged to review the NIDDK-specific example plans below and adapt the concepts to their own research, rather than using the plans as a template.

NIDDK held a webinar that provided an overview of successful approaches to Writing a DMS Plan.

After reviewing the above resources, investigators who have additional questions while drafting their DMS Plan should contact an NIDDK Program Officer.

Data and Metadata Standards

Details about planned data and metadata should be provided in the DMS Plan.

The Data and Metadata Standards Examples for DMS Plans provides examples of data and metadata standards for common data types generated by NIDDK investigators. It also includes additional metadata for select repositories and guidance on how to incorporate data and metadata standards into developing your DMS Plan. These examples serve as a starting point and are not exhaustive.

Data and Metadata Standards Examples for DMS Plans
(PDF, 190 KB)

Repositories & Data and Metadata Standards

Repositories may have specific requirements for data or metadata standards. Many repositories have established metadata fields (required and optional) and may have templates for depositing data. Reviewing the requirements when developing the DMS Plan and prior to collecting data is critical to ensure that the required format, fields, and any preferred terminology are used to avoid issues that could prevent subsequent deposit and data sharing.

Selecting a Data Repository

Using an appropriate data repository generally improves the FAIRness (Findability, Accessibility, Interoperability, and Reusability) of the data. Selection of an appropriate data repository is essential to maximize data sharing. NIDDK affirms the desired repository characteristics established by NIH, and strongly encourages the use of existing repositories to the extent possible for preserving and sharing scientific data.

Investigators need to consider the type of data they will be submitting when selecting a repository. A short justification of the repository selected for each data type must be included.

NIDDK strongly encourages investigators to consider the factors below in order when selecting a repository:

  1. NOFO requirement (e.g., NIDDK-funded, large, multi-site clinical studies should submit data to the NIDDK Central Repository).
  2. Organism, domain, or data type-specific repositories.
  3. Whether controlled access to data is required (e.g., for protection of human subjects’ privacy).

Repository Selection Aides

NIDDK DMS Webinar Series

NIDDK hosted a webinar series to provide education and outreach to the NIDDK scientific community about data management and sharing.

Writing a DMS Plan

This webinar provided an overview of DMS plan content and highlighted institutional, NIH, and NIDDK resources available to investigators throughout the research study life cycle. The role of research librarians as a resource to help in planning and execution of the DMS plan was emphasized.

Webinar Materials 


Introduction to the DMS policy, DMS plan content, and NIDDK-specific guidance. Overview of resources available to NIDDK researchers writing a DMS plan.

Overview of research librarian skills, training, and knowledge, and how research librarians are valuable institutional resources for investigators drafting DMS plans.

A practical example of how data librarians are adapting to support investigators and institutions implementing the new NIH DMS policy. An overview of the resources and services UCSF data librarians are providing to investigators were discussed.

Finding a Repository for Your Data

This webinar provided in-depth information on selecting appropriate repositories for scientific data. A brief overview of NIDDK DMS resources and tools for identifying repositories, as well as resources available through dkNET (NIDDK Information Network) were highlighted. Information about the NIDDK Central Repository and the Generalist Repository Ecosystems Initiative (GREI) rounded out the session. 

Webinar Materials


NIH criteria for selecting a data repository, different types of data repositories, and NIH and NIDDK resources for selecting an appropriate repository for research data were presented. Repository features to consider when choosing a repository, including access control and use of persistent identifiers, were also discussed. 

The dkNET suite of tools and resources available for investigators were discussed including a searchable list of DK-relevant repositories and a repository wizard in development. 

The NIDDK Central Repository (NIDDK-CR) is one potential repository for NIDDK research data. Policies related to eligibility for submitting data to the NIDDK-CR, as well as the types of data accepted were reviewed. Important features of the NIDDK-CR that make it a FAIR and trustworthy (according to the CoreTrustSeal parameters) resource were also covered.

GREI is comprised of several generalist repositories that operate in important niches in the research data ecosystem and fill certain gaps and needs of investigators in making their data public. The presentation reviewed the GREI mission and how it is meeting the needs of data generators.

Metadata and Data Standards for NIDDK Research Data

The webinar explored the importance and utility of metadata and data standards in maximizing the value of scientific data and explain how these standards intersect with the National Institutes of Health (NIH) DMS policy.

The webinar summary, presentations, and video recording are available on the meeting summary page

The ‘R’ in FAIR: Data Reuse

The webinar focused on what data contributors can do to increase the reusability of their data and how secondary use of shared data can advance scientific knowledge.

The webinar summary, presentations, and video recording are available on the meeting summary page

Frequently Asked Questions (FAQ)

The following FAQs are intended to help clarify certain considerations for the NIDDK-specific implementation of the 2023 NIH DMS Policy.

Managing and Sharing Scientific Data

How does the DMS policy intersect with the Genome Data Sharing Policy?

Genomic Data Sharing (GDS) requirements (NOT-OD-22-198) may apply simultaneously with the new DMS policy. Investigators should address GDS requirements within the DMS Plan submitted with the application. Additional information about general GDS policy is provided on the NIH Scientific Data Sharing FAQ on GDS.

What are the eligibility criteria for depositing data in repositories?

Eligibility criteria to deposit data vary by repository. While selecting an appropriate repository, investigators should contact the selected repository to confirm their eligibility to submit data and that their data type(s) are accepted.

NIDDK Repository Selection Considerations Tool (PDF, 293.45 KB)

Does a contract or proof of agreement with the repository need to be included in the DMS Plan?


Updates to DMS Plans

Is it possible to update the DMS Plan during the course of the award?

Yes, investigators who need to make changes to any element(s) of the DMS Plan during the course of the award should work proactively with their Program Officer through their institutional official (or with the Scientific Director’s office for intramural investigators) to obtain review and approval of modifications when any changes or updates to the DMS Plan are needed. Examples that may require updates to the DMS Plan may include, but are not limited to, the following:

  • If the type(s) of data generated change(s).
  • A different data repository(ies) is(are) chosen for submission.
  • The sharing timeline changes.

How often should DMS Plan progress be reported?

Investigators should include an update on progress made towards fulfillment of the DMS activities during the progress report(s), including the final progress report.

The NIH FAQs provide additional information about the DMS policy agency-wide. Please check back regularly as new content will be added.

Glossary of DMS Terms

While not comprehensive, the glossary provides definitions for selected terms related to the 2023 DMS policy that might be unfamiliar or require content-specific definitions. Definitions for additional common data management terminology are available from the Digital Curation Centre and other academic or institution resources.

Term Definition
Code In the context of data management, this may include computer code or scripts used in the collection, manipulation, processing, analysis, or visualization of data but may also include software developed for other purposes.
Controlled Access Data that are made available under stringent, secure conditions. Typically, confidential or sensitive data.
De-identified data Health information that does not identify an individual and where there is no reasonable basis to establish that the information can be used to identify an individual. De-identification mitigates privacy risks to individuals, supporting the secondary use of data.
FAIR Principles Acronym for four key qualities of managing digital assets: Ensuring that they are "Findable, Accessible, Interoperable, and Reusable." Originally published in "The FAIR Guiding Principles For Scientific Data Management and Stewardship" in Scientific Data (2016).
License In the context of data management, a legal instrument that governs the terms of use of a data set.
Machine-readable data Structured data that can be easily processed by a computer. Making data machine readable often requires cleaning and preprocessing raw research data.
Metadata Documentation or information about a data set. It may be embedded in the data itself or exist separately from the data. Metadata may describe the ownership, purpose, methods, organization, and conditions for use of data, technical information about the data, and other information. Many metadata standards exist across a broad range of disciplines and applications.
Open access Freely available material that has few or no copyright or licensing restrictions
Persistent Unique Identifier (PID) A string of letters and numbers used to distinguish between and locate different objects, people, or concepts. Persistent identifiers support interoperability across different platforms and provide a reliable way to track citations and reuse. This identifier can be used to link one or more datasets belonging to the same study, which may be stored in multiple locations or repositories. Examples of PIDs include Digital Object Identifiers (DOIs), ORCID IDs, GUIDs, Handles, and Archival Resources Keys (ARKs).
Repository A facility that manages the appraisal of, preservation of, and accessibility to materials on a long-term or permanent basis.
An Institutional Repository typically contains content produced by the institution that hosts the service.

The information will be updated as additional policy or guidelines are established and as new resources are released.