Data Management Actions Quick Guide

needs updated

NOTE: For Completed projects, the Data Steward will often perform the actions assigned to the Data Originator and Project Manager, when those roles are unable to be filled. Whenever possible, the Data Originator should author product metadata.

Task	Performs	Approves
□ Establish roles and responsibilities	Project Manager	Data Trustee
□ Create the archive folder and establish security and access controls	Data Custodian	N/A
□ Establish procedures among project members for adding products to the incoming folder, review, and accepting files to the archive	Project Manager	Data Steward
□ Identify anticipated products from the project and assess any sharing constraints	Project Manager	Data Steward Data Trustee
□ Document QA/QC procedures used for the data products	Data Originator	Data Steward
□ Create the project metadata record	Project Manager	Data Steward
□ Use data type-specific best practices to prepare products for the archive	Data Originator	Data Steward
□ Write product metadata records and export records to the incoming folder	Data Originator	Data Steward
□ Review products for best practices and metadata for correctness and completeness	Data Steward	N/A
□ Revise products and/or associated metadata, when necessary	Data Originator	Data Steward
□ Move approved products to the appropriate location of the archive folder	Data Custodian	N/A
□ Confirm readiness of products for discoverability and accessibility	Data Custodian	Project Manager Data Trustee