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Research Data Management

This guide will help researchers with managing research data as well as preparing for data management plans required by funders.

Describing Data

Metadata is often defined as "data about data," a characterization that fails to capture why it is important and what it does.

Metadata is structured information about an object, like a dataset, and has value to both the original creator and other users. Complete metadata allows researchers to locate data they created and recall the circumstances and context under which they created and analyzed the data. It allows researchers outside of the original research team to:

  • Find the data
  • Know who created the data or contributed to the creation of the data (i.e. a funder)
  • Understand how the data was created and manipulated
  • Know when the data was created
  • Determine tools needed to view, manipulate, and use the data
  • Understand rights and use conditions surrounding the data
  • Connect to related information objects

Documenting Data

For data to be interpretable and useful to others, researchers should document their research workflow, decisions that they make during their research process, and their manipulation of the data. 

The UK Data Archive outlines a set of best practices for data documentation, which is captured here: 

Good data documentation includes information on:

  • The context of data collection: project history, aim, objectives, and hypotheses
  • Data collection methods: sampling, data collection process, instruments used, hardware and software used, scale and resolution, temporal and geographic coverage, and secondary data sources used
  • Dataset structure of data files, study cases, relationships between files
  • Data validation, checking, proofing, cleaning, and quality assurance procedures carried out
  • Changes made to data over time since their original creation and identification of different versions of data files
  • Information on access and use conditions or data confidentiality

At data-level, datasets should also be documented with:

  • Names, labels and descriptions for variables, records and their values
  • Explanation of codes and classification schemes used
  • Codes of values and reasons for missing values
  • Derived data created after collection, with code, algorithm, or command file used to create them
  • Weighting and grossing variables created
  • Data listing with descriptions for cases, individuals or items studied

Metadata Standards for Data

Metadata are structured information that provides context for information objects of all kinds, including research data, and in doing so enables discovery, use, exchange, and preservation of those objects. Metadata for data typically includes information about the researchers involved with the data creation, a name or title of the data set, dates associated with the creation of the data, a brief description or abstract, and terms and conditions associated with the data set. 

There are a variety of metadata standards for describing data sets, based on discipline, international standards, and many other characteristics of the data. Academic disciplines have supported initiatives to formalize metadata specifications within their community. The type of resource being represented and the desired uses of the represented resource will influence the metadata standards. Some examples of widely adopted metadata standards include the following:


  • Dublin Core: A general-purpose metadata standard for describing a variety of resources.
  • DataCite: A domain-agnostic list of core metadata properties chosen for the accurate and consistent identification of data for citation and retrieval purposes.
  • Digital Curation Centre: List of repository metadata standards including tools and use cases.


  • CDWA: Categories for the Description of Works of Art, serves as a foundational framework for the description of cultural heritage materials.
  • VRA Core: Visual Resource Association Core Categories, a data standard for the description of works of visual culture as well as the images that document them.
  • TEI: Text Encoding Initiative, a standard for the digital encoding of literary and linguistic texts.


Social Sciences

  • DDI: An international standard for describing data from the social, behavioral, and economic sciences. Expressed in XML, the DDI metadata specification supports the entire research data life cycle.
  • Digital Curation Centre: List of Social Sciences metadata standards including tools and use cases

Readme files

In the context of research data, a readme file is a plain text file (.txt) that helps others understand your data and interconnections among data files. By titling the file "readme," the data creator signifies that this file should be looked at first. 

Cornell University's Research Data Management Service Group has made a useful readme file template available for download. At a minimum, the Cornell group recommends completing the following sections in the readme file template:

General information

  • Data set title

  • Name and contact information for investigators

  • Date (or date range) of data collection

  • Geographic location of data collection

Data and file overview

  • A short description of each file

  • Date that the file was created

Methodological information

  • Description of methods for data collection

  • Description of methods for data processing

Data specific-information

Data Dictionaries

A data dictionary describes all the data stored in a data set or used by a database, including their types, attributes, structure, relationships, and usage in the database or software program. A good data dictionary can be a valuable part of the metadata describing a data set, enabling a user to get a clear understanding of the content and organization of the data and how it could be modified, if necessary. In the context of a database or software package, the data dictionary may be an essential piece of software that programmers and the database management system require to access and use the data properly. The user view of a data dictionary is usually presented as a table or spreadsheet. Dictionaries may also be incorporated into XML files or other mark-up languages. A data dictionary does not contain the data but rather describes it.

A data dictionary typically contains:

  • A list of all files in the database
  • Names for each file
  • The type of data included
  • A list of all field names and variable names
  • A description of the information contained in each field
  • The various attributes of each field.

‚ÄčThese may include type (text, date, numeric, etc.), standard formats, units, field length, description, unique identifiers, default values, whether a value is required or not, and more, depending on the specific data.

For some examples of data dictionaries, check the following sites:

  • Data Dictionary Examples – Ag Data Commons –  National Agricultural Library - USDA
  • Sample Dataset 2014  - Statistical Consulting at University Libraries, Kent State University. Click on the link to “Data definitions (*pdf)” in the Sample Data Files section.
  • Fleet DNA Data Dictionary – National Renewable Energy Laboratory (NREL). Click on the link to “Fleet DNA Data Dictionary” under Documentation.
  • Protein Data Bank Exchange Data Dictionary (PDBx/mmCIF V4.0) – Worldwide Protein Data Bank. There are separate tabs for Category Groups, Data Categories, and Data Items.