RDMP Walkthrough: Tips and Troubleshooting

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This section highlights parts of the RDMP form that can be confusing, tricky, or just need a bit more thought.

We don’t cover every field—just the ones where researchers often get stuck.

πŸ” Note: Be sure to use the help text (? icons) built into the RDMP form—it includes prompts, definitions, and links to our website for detailed guidance.

🌟 Creating Effective RDMPs: Checklist

βœ… Don't leave relevant sections blank!
The RDMP guides you through key planning decisions—use it to think ahead and avoid issues down the track.

βœ… Include at least one FoR code
This is required for reporting and helps connect your work to your discipline.

βœ… Get roles right in the People tab
Make sure responsibilities are clear—enter names in the correct fields to reflect who’s doing what.

βœ… Plan your data organisation
Think early about formats, file naming, folder structures, and version control. A little planning now saves a lot of time (and confusion) later.

βœ… Document your data
Good documentation is essential for collaboration, reuse, and meeting funder or publisher requirements.

βœ… Choose safe storage—and ask for help if unsure
JCU provides options that are secure, backed up, and suitable for research data. Don’t rely on personal drives or USBs.

βœ… Address ethics and contracts
Even if you're only using third-party or public data, you still need to consider attribution, licensing, and any obligations.


RDMP Walkthrough: Tabs

Project | People | Data collection and analysis |Data storage | Data retention and disposal | Access and  rights | Ethics and  sensitivities |  Sensitivity classification and data handling tool

Project

This section of the RDMP captures the basics of your project and provides vital context for managing and supporting your data throughout the project.

πŸ’‘ Tips:

Project title: HDR candidates and students can add “PhD project”, “MPhil project” or “Honours” to the end, to help advisors manage multiple records.

Project description: As noted earlier, this outlines the purpose and goals of your research. You can often copy this (and your methods) from your proposal!

Start/end dates: Use reasonable estimates—such as course or grant dates. These provide context and can help us manage your data later. (The system format is yyyy/mm/dd , but don’t stress about being exact.)

Activity Type: Choose the best match from the dropdown. Many HDR projects fall under Strategic basic research or Applied research—but select the one that best reflects your project. Click the help icon for definitions from the Australian and New Zealand Standard Research Classification (ANZSRC) 2008.

FoR & SEO Codes: Required for reporting and for connecting your research with potential collaborators. Use at least one six-digit FoR code.

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People

This section identifies who’s responsible for key data management roles.

All the fields in this section—except for Collaborators—use an active researcher look-up and can’t be entered manually. If you’re not appearing, try searching by surname first (e.g. Smith Jo instead of Jo Smith). Still stuck? Email us and we’ll troubleshoot.

βœ‰οΈ Email: researchdata@jcu.edu.au

πŸ’‘ Tips:

HDR Candidates often list themselves as Data Manager or their advisors as Lead Investigator. Completely understandable—but here’s how to get it right!

Lead Investigator is the JCU researcher who takes lead role in the conduct of the research project. HDR Candidates are Lead Investigators on their thesis projects.

πŸ” Note: Undergraduate, Honours, or postgraduate coursework students are not included in the lookup. Their Primary Advisor or research project supervisor must be listed as Lead Investigator. Use the Collaborator field (free text) to record the student’s name, email address, and ORCID.

Data Manager must be a JCU staff member. This role takes is responsible for data long-term. For thesis projects, this will usually be the Primary Advisor.

Collaborators can include external researchers or advisors. You can add these manually if they’re not in the system. The help text includes detailed advice e.g., how to include specific roles and organisations.

πŸ”— Review roles and permissions information for more details.

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Data collection and analysis

This section of the form captures how you’ll collect, analyse, organise, and document your data—along with any software and equipment used.

While the collection and analysis methods themselves are usually straightforward, this guide focuses on practical tips for:

  • File formats
  • Organising your data (file names, folder structures, version control)
  • Documenting your data (supporting documentation and metadata)
  • Recording the software and equipment that support data collection and analysis

Planning these aspects carefully will help others (and your future self!) interpret, reuse and reproduce your data, and set you up for archiving and publishing later.

πŸ’‘ Tips:

Main File Formats and Organisation

Prompt:List your main file formats and describe how you plan to organize your data (e.g. file names and folder structures)”

πŸ” Note: You don’t need to provide a full list of formats, file names or your directory tree—just outline your approach. For example:

“I will use separate folders for raw and processed data and include folders for scripts and documentation.”
This shows you’ve thought about organisation and future reuse—by yourself and others.

“Interview guides and transcripts will be in .docx format and converted to PDF once finalised. Survey data will be stored in .sav (SPSS) format and exported to .csv. I will save the codebook in both Excel (.xlsx) and OpenDocument (.ods) formats.”
This reflects your intention to use durable, widely supported formats suitable for long-term access.

Planning how you’ll name files and manage version control will save you time and confusion down the track—especially when collaborating.

Consider scheduling regular “data hygiene” check-ins during the project. Your future self will thank you!


Documentation

Prompt:Describe how you plan to document your data (e.g. supporting documents and related metadata)”

This is often left blank but is incredibly important. Briefly outline how you’ll describe your data so it’s understandable and reusable. For example, you might use:

  • A separate document (e.g. a codebook or README) to explain your data structure, variables,  methods/workflow or key decisions.
  • A separate tab within your Excel file to describe column headers, sources, and any data transformations.
  • If you're using code, an R Markdown (or similar format) to combine explanatory text with your code.

These options help ensure your data is clearly documented, making it easier for others (or even yourself) to understand and reuse later.

πŸ” Note: You don’t need to provide these documents in advance—just outline your approach.


Software and Equipment

Prompts:

  • "Software/equipment used to create/collect the data"
  • "Software/equipment used to manipulate/analyse the data"

These fields aren’t just administrative—they’re essential for enabling others (and your future self) to interpret, reuse, or reproduce your data.

Be specific: list the exact tools, models, or platforms used, and include version numbers where possible.  For example:

  • To collect data → REDCap v13.1, Nikon D850 camera
  • To analyse data → RStudio v2023.06.0, NVivo 14

If you’re using proprietary software or specialised equipment, note where it was accessed or sourced—this detail can be hard to recover later.

This acts as a mini record-keeping system, and any details entered here are automatically carried across to the description field in related Data Records—saving you time later.


πŸ”— Additional Resources:

The website includes practical and detailed advice on:

For guidance on preparing your data for archiving, see the Archiving and Publishing Guide → Prepare Your Data For Archiving


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Data storage

This section of the RDMP records where and how your data will be stored during the project. It helps you plan for storage needs, keep your data safe, and make sure your team can access it when needed.

πŸ’‘ Tips:

There are three prompts in this section:

  • “Expected size of the data collected”—select an estimated size range from the drop-down; and
  • “Storage location during project”—where you’ll access and work with your data
  • “Location of the main copy “—the authoritative or “master” copy of your data

πŸ” Note: Storage during the project and the location of the main copy can be the same or different—it depends on your specific workflow and preferences. The help text  and our Data Storage page includes some hypothetical (not intended to be prescriptive) scenarios!

Use the drop-down lists to select the most appropriate storage locations. If your setup differs from the standard options, select “Other” and briefly explain in the free text field (e.g., a shared drive at another institution).

You don’t need to list every location or device—choose a safe, JCU-approved option for your main copy, and make sure your overall approach reflects good practice.

βœ… Use safe storage like JCU OneDrive, JCU/QCIF QRISCloud, or an approved third-party solution.

The RDMP guides you through key planning decisions—use it to think ahead and avoid issues down the track.

πŸ” What counts as "safe" storage?

Safe data storage systems are designed to minimise the risk of loss or damage. They are set up to avoid failure, managed by JCU or an approved provider and designed for long-term use.

🚫 You may be working on a system designed for analysis (such as an HPC) but that doesn't mean it's a safe storage option. HPCs are designed for short-term use during analysis, not for long-term storage or data management.

βœ… Follow the 3-Copy Rule: keep at least three copies of your active data, ideally in different physical or cloud locations.

βœ… Back up local/field copies (e.g., on laptops or external drives) to safe storage as soon as practical.

❌ Avoid listing desktop devices as your main storage
Laptops, personal drives, or USBs are risky — if you must use them (e.g., in the field) backup the data as soon as possible.

❌ Avoid unapproved cloud storage
Services like Dropbox or Google Drive aren’t recommended for storing research data. If you use them at all, it should only be for backup, and with care.


These prompts help you identify whether you need additional storage or compute/analysis resources. If you do, the Storage and Compute team can assist:

πŸ” ServiceNow (login required):

Research Data Storage and Compute Request Form

Knowledge Base Articles:
Request a Data Storage Allocation
Request Faster Compute/Analysis System

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Data retention and disposal

This section is about the long-term fate of your data—how long it needs to be kept, and why. This supports good data management and disposal decisions down the track.

πŸ’‘ Tips:

This section includes two prompts:

  • “Applicable minimum retention period”
  • "Reason for extending the minimum retention period (if applicable)”

πŸ” While the standard retention period is often 5 years after your final publication (e.g., paper or thesis), there may be valid reasons to keep your data for a longer period or even permanently. Use the second prompt (choose from the drop-down) to explain why you have chosen to extend the retention period or select Permanent retention.

Think about whether your data has long-term value, such as cultural significance, ongoing relevance to future research, or public interest. Providing a reason will help guide future decisions regarding retention and disposal.

(Note: The prompt wording may be a bit confusing for now, but this section is meant to clarify your reasoning behind extended or permanent retention.)

⚠️ Note: Some data may be subject to a maximum retention period — for example, if your ethics approval requires you to destroy identifiable data after a certain time.
If this applies to your project, please record this in the Ethics and Sensitivities section of the RDMP.
(The Data Retention tab only captures minimum retention periods.)

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Access and rights

This section prompts you to think about copyright, intellectual property (IP), any third-party or contractual obligations, and how access to your data will be managed after the project ends.

πŸ’‘ Tips:

Prompts in this section include:

  • “Copyright and intellectual property owners”
  • “Information about contractual obligations or third party licenses that apply to this data”
  • “How will access to the data be managed post-project?”

Copyright & IP

Prompt: “Copyright and intellectual property owners”

From 13 December 2024, James Cook University (JCU) will own IP created by both students and staff, including research data.

  • If you’re an HDR candidate enrolled after this date, select James Cook University (not “Research Student”) from the dropdown menu.
  • Agreements with research funders, collaborators, or external institutions can override default IP arrangements — so check your contracts carefully.

Contracts, licenses and data sharing

Prompt: “Information about contractual obligations or third-party licenses that apply to this data”

This is about agreements that affect how your data is stored, shared, or reused. These might include:

  • Funding contracts
  • Collaboration agreements
  • Licences from data providers

The help text in this field is detailed and includes examples — it’s worth reviewing carefully. You can also view them on our website:
πŸ”— More information about Contracts and Agreements

πŸ” Note: Make sure any agreements you sign clearly state what you can and can’t do with the data — especially when it comes to storing and sharing derived or combined datasets.


Access Conditions

Prompt: “How will access to the data be managed post-project?”

This one often confuses researchers! What you’re doing here is selecting the general level of access that best fits your dataset as a whole.

You’re not locking yourself into making everything open, conditional access or restricted forever — this just gives us a high-level idea of your intent. Access decisions for individual Data Publications can be made later, based on context.

πŸ”—The Archiving and Publishing Guide includes a section on Choosing Access Conditions for Data Publications.

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Ethics and sensitivities

Only complete this section if it’s relevant to your project—but note that it applies to more than just formal human or animal ethics approvals.

If your research involves people, communities, cultural content, or sensitive topics, you will need to consider ethical and sensitivity issues as part of your data management planning.

πŸ” Not sure if your data is sensitive?
Check our Sensitive Data page—it’s not just about personal or health data!

How this section fits with the (new) Sensitivity classification and data handling tool tab

The "Ethics and sensitivities" tab captures context and narrative information about ethical considerations, privacy, confidentiality, and sensitivity—while the tool asks you to answer a mandatory (yes/no) question and then complete a self-assessment, if applicable. They serve different but complementary purposes.


Ethics approval and timing

As noted earlier, JCU researchers are required to submit an RDMP with their ethics application. This can be confusing—especially where the form asks for your ethics approval number — which you may not have yet! That’s OK. Remember, the RDMP is a living document — you can revisit and update it once approval is granted.

Completing the RDMP early also helps JCU teams follow up on any ethics-related requirements later, especially for projects involving sensitive or high-risk data.

πŸ’‘ Tips:

This section includes two open-ended prompts:

  • “Information about ethical considerations relevant to this project and how they will be managed”
  • “Information about managing privacy, confidentiality, and data sensitivity (if applicable)”

These prompts are intentionally broad. You're not being asked to repeat everything from your ethics application — just to consider and summarise your overall approach.

You can complete this section alongside your ethics application and refer to approvals from JCU’s Human or Animal Ethics Committees, as well as external approvals (e.g., Queensland Health).


Ethical considerations

Prompt: Information about ethical considerations relevant to this project and how they will be managed”

Use this prompt to briefly outline how your project addresses ethical issues — including your review process, consent, and protection of participants.

The help text prompts you to consider:

  • Informed consent, information sheets, and future data use
  • Collaboration agreements (clauses regarding ethical practices)
  • Retention policies, including maximum retention requirements
    (See also: Retention and Disposal section)

⚠️ The Access Conditions you apply to your data (previous section) must align with ethics approvals and consent type.

πŸ”— Refer to our website for more information about Consent and Access Conditions & Consent Types (scroll down)


Managing privacy and sensitive data

Prompt: “Information about managing privacy, confidentiality, and data sensitivity (if applicable)”

This prompt encourages you to reflect on how your data will be protected — especially if it involves sensitive information.
You might need to mention:

You don’t need to go into too much technical detail here— just show that you’ve considered how you’ll safeguard your data from unauthorised access, disclosure, or misuse.

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πŸ”₯New! Sensitivity classification and data handling tool

This section of the form is designed to help you identify whether your data is sensitive, what its level of sensitivity means for data handling, storage, and access, and whether additional advice, controls, or approvals are required.

It does not automatically assign specific systems or storage.

πŸ’‘ Tips:

This tab includes one mandatory (yes/no) question "Is any of your data sensitive? (requiring extra care?)" which must be answered before you can save your RDMP—it applies to all researchers regardless of discipline and to all projects.

If your project does involve data that requires additional consideration beyond standard handling, or if you’re not sure, you will need to complete the short self-assessment questionnaire that follows.

ℹ️ Make sure you check the help (?) icons beside each question for guidance, examples, and links to support resources.

πŸ”—Refer to the Classifying and Managing Sensitive Data at JCU webpage for further guidance.

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