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  • DMP Editor Help

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Table of Contents


User Type:

  • Principal Investigator/Co PI
  • Designee
  • Data Steward
  • Admin

When writing help for  PIs you will need to log in as one.  To login as one in the username field type and then use your normal password.  You will see that you are logged in.  


Logging In and Out

How to Log in

To access DMP editor, go to, click on "Login" in the top right corner

  • For DOI

  • users
  • Users:

  •   Username
  •  Username is your email address and your password is your Active Directory password

  • For non-DOI users:

  •   Username
  •  Username is your email address and your password is your myUSGS password

  • .   


Requesting a New DMP


If you do not have a user account for the DMP Editor or a USGS email account you can obtain one like this: 


User Account for Non-DOI Users

  • To request a non-DOI user account, go to: and click on either "Click here" as shown below the Click here link on the bottom left next to the log in, to request a user account


  • You will be taken to a page like this: 
    Image Removedproceed to the Account Query Form page

  • Fill in all of the requested information and you will be sent select Submit  

  • You will receive an email from myUSGS within 24 hours with your new user account information.

Forgotten Password


  • Non-DOI users: You can reset your password at
  • DOI users: Please use your Department of Interior email address and your Active Directory password to log in

How to Log Out

  • To log out when you are finished with your DMP information, click on "Logout" in the top right corner of the page
     Image Removedpage 



Your DMPs

  •  Log in to the DMP site as
  • shown
  • described above

  • Click on
  • "
  • DMP
  • list" to
  • List to see the DMPs that you have access to 

  • Image Removed

Sorting Columns


  • From the DMP List you can sort columns by the ID number, Project Name or any of the other headings along the top of the table by clicking on the heading to sort/unsort
    This  When clicking the header you will sort each list alphabetically or numerically
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  • , and if you click it again it will do it in the reverse order



  •  To perform a search, click in the search box and enter a term, title or keyword

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How to edit DMPs

  •  For DMP Editor Managers (Admin), Data Stewards, and Organization Managers, there is a link to an advanced search directly below the search box which will take you to DMP Advanced Search page.  This search supports lucene search syntax that are often 'simply used' by using the connective words 'AND' 'OR'. If you search on Wild Horses, it will return DMPs that contain the words Wild AND Horses. You can narrow your results by adding OrganizationsRecords and Project Names filters. The connective word 'OR' is used with multiple selections within the filter. The connective word 'AND' between each filter. If you search on Wild Horses adding Organizations, Southeast Climate Science Center(SE CSC) OR Western Ecological ResearchCenter (WERC) as well as the Records, New Collection filters. You will return records containing the words Wild AND Horse which will be filtered within Organizations, (SE CSC) OR (WERC) and Records, New Collection.

    However, the link below goes into detail on how to use the lucene reserved characters to create powerful searches:
    The reserved characters are: + - = && || > < ! ( ) { } [ ] ^ " ~ * ? : \ / 

    For a guide on how to use lucene click Here.

    Once you have completed your search, the results may be exported as a JSON file or a CSV file. The links to export are at the bottom left of the search results. If there are multiple results, you may need to scroll to the bottom of the page to access the links.

How to Edit DMPs

Simple Edits

  • From the DMP List page, click on the Project Name title. 
    Image Removed/title for that project

  • To edit the DMP show page, click Edit
    Image Removed, or to edit an individual record click on that record

  • The ScienceBase's Project ID is the unique identifier for the project record in ScienceBase

  • The RFP Manager's ID and RFP Manager's Stamp ID are unique identifiers obtained from the RFP Manager tool during the proposal process

Note: From the DMP show page, a PI can only edit the Co-PIs, add or edit records, and edit the Permission Also Granted To fields. The remainder of the fields is only editable by Admins and Data Stewards.

  • To delete a DMP, click X Delete

  • To delete a record within the DMP, click on the record located in the "Records" section (as shown above) Records section to open it.
    Image Removed
  • Then click on Delete and this will Delete Click Delete to delete just this record within the DMP

Adding Co-PIs

  • From the DMP Show page, click on edit in click Edit in the bottom left cornerImage Removed
  • Next, either click on the drop-down arrow or begin typing the name of the Co-PI in the Co-PI field,  to to see if they are already in the list list

  • If the Co-PI does not exist in the drop-down list, select + Add New Co-PI 
    Image RemovedYou will be directed to a page that looks like the one below.  If they already have a USGS account PI

Once + Add New Co-PI is clicked, you are directed to the Create PI page. If they already have an account, the information will automatically populate when you enter their email address. 

  • If they do not have a USGS email addressan account, you will need to fill in all of the required information and then click on "Create" in  in the bottom left corner

  • If you need to add more than one Co-PI, click on the +Add New Co-PI as many times as you need to each time to add a new one

  • Click


  • Update


  •  when you are finished to save your additions


After you add a Co-PI, you may receive a warning message that the Co-PI does not have a DMP Editor Account or edit permissions


  • If the Co-PI needs access to the DMP, please request an account or request and edit permission byclicking on the blue bar shown below
  • Image RemovedSee Instructions on how to do that  


Granting Permission to Designee

  • From the DMP Show page, click Edit in the bottom left corner

  • To give a person designee permission to edit your DMP,   add their email address to the box next to "Edit Permission Also Granted To"

  • If there is more than one person you wish to grant permission to, separate the email addresses with commas, click "Update" to  to save your additions

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  • If the person/people you wish to add as a designee(s) does not have a USGS email accountan account or edit permissions, you will receive a red warning message

  • Click on the red warning message that the person does not have a DMP Editor Account.  next to their email address and follow the instructions to request permission 

    See instructions on how to request an account: RequestingaNewDMPuseraccount. The user will then receive a myUSGS email notification within 24 hours with their new account information.   
    grab a new screenshot as the message had changed a bit. 
    Image Removed

Once that person receives their USGS user name and password they will be able to edit your DMP.


need instructions on how to add a new record. 


Revoking Permission from Designees

  • To revoke permission from a designee, delete their email address from the Edit Permission also granted to field

  • Click on Update to save your changes

How to enable email notification to PI when a Data Steward Comments on DMP 

  • On the DMP Show page, click Edit

  • Check the box next to Notify PI of New Comment 
  • Click on Update to save changes
  • Once an update is complete, an email message is sent to the PI, notifying them that the Data Steward has commented on their DMP

Note: The Co-PIs and designees will not receive notifications when the Data Steward makes comments on the DMP.

How to mark a DMP as Complete

  • When the DMP is complete and ready to be reviewed by the Data Steward, go to the DMP edit page and click on Submit for Review

The will send an email message to the Data Steward notifying that the DMP is complete and ready for review.

Creating a New DMP


  • Log in

  • Click on DMP List

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  • Then click on "+New DMP"
    Image Removed

  • Enter your project name
    Image Removedor ID number if you have it

  • Click on "Create" on  on the lower left

  • Continue to fill out the information on the DMP show page including any Co-PIs and add any designee(s) you wish to grant edit permission to.  If you do not select an Organization, the DMP will be readable by all Organization Managers and Data Stewards.  

Adding a New Record


  • To add new records, go to a DMP that you have created, your DMP page click on "Add Record"
    Image Removed


  • Select your record type in the drop-down list for


  • Section


  •  and then click on


  • Create


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  • Fill in all of the sections that pertain to your DMP 
    Image Removed
  • Then click on "Update" to save your information
  • To add more information in the future, follow the instructions for editing an existing record above
  • Each category has a description of what should be entered there under the title
    Image Removed

  • Enter the information (You can enter up to 5000 characters within each field in the record entry)

Note: The records form has multiple sections that are shaded in gray which are not required during the proposal stage of the Data Management Plan (DMP). If a project is funded, all fields will then be required.

  • Click Update to save changes

Uploading a DMP Word Template

If you are using the NCCWSC DMP word template for maintaining the plan and would like to manage the DMP online, you can upload it into the DMP editor tool. 

To upload a template, the template must be a .DOCX document. 

The NCCWSC template is available at

  • Click DMP list and select New DMP

  • Enter the project name

  • Select the Template for NCCWSC DMP

  • Select Create

  • In the Records section, select Import records from document

  • Click Choose File, then locate the file and click Import Record

This will import all of your DMP records and they will be located in the Records section of the DMP show page. 

Downloading a DMP PDF

  • To download a PDF of your DMP click on "Download PDF" in  in the top right corner, and a PDF file of your DMP will be downloaded to your computer's download folder
    Image Removed

As the DMP moves through the different phases of the project life cycle, there will be multiple versions of the DMP available to download