**Introduction**

The present survey aims at collecting information about data sharing and data
management conditions and procedures for ERA-PLANET products. It will be an
input for the definition of the Data Management Plan following ERA-PLANET Data
Management Principles (EDMP):

EDMP-1 All data generated in the action must be deposited in a research data
repository and made accessible free of charge and at the FAIR conditions
described in the DMP;

EDMP-2 All the scientific results generated in the action (e.g. presented in a
publication) must be reproducible providing the required data and information
about tools and instruments necessary for validation;

EDMP-3 All data generated in the action, which are relevant, directly or
indirectly, for information to policy and decision-makers in key societal
benefit areas must be accessible through GEOSS and Copernicus at the
conditions described in the DMP and in compliance with GEOSS DSP and GEOSS-
DMP;

The ERA-PLANET Data Management Principles are based on requirements for
participation in the Horizon 2020 Research and Innovation Framework Programme
as stated in the ERA-PLANET Grant Agreement, and on the requested contribution
to GEOSS initiative and Copernicus Programme (see “Data Management Plan -
Deliverable D4.5,” 2018).

In general terms, research data should be 'FAIR', that is findable,
accessible, interoperable and re-usable. These principles precede
implementation choices and do not necessarily suggest any specific technology,
standard, or implementation-solution.

The following section has been structured in way conformant to the H2020
Programme, Guidelines on FAIR Data Management in Horizon 2020 Version 3.0 26
July 2016  1  .

**Identification and description of relevant datasets**

Identify all the categories of datasets that you will collect/generate during
the ERA-PLANET Transnational Project. For each data category please fill the
following template.

If you need clarifications about a question please contact the DMP responsible
party for your transnational project. If you do not know the possible answer
yet, please answer accordingly (“not yet considered”, “to be defined”)
providing any information that may help the DMP responsible party to identify
existing barriers and issues to interoperability.  
  
<table>  
<tr>  
<th>

**Answer**

</th> </tr>  
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<td>

_Name of person/organization responding to the survey_

</td>  
<td>

</td> </tr>  
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<td>

_Name of data category_

</td>  
<td>

_Please assign a short name to the data category for reference_

</td> </tr>  
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<td>

_**Data Summary** _

</td> </tr>  
<tr>  
<td>

_What is the purpose of the data collection/generation and its relation to the
objectives of the project?_

</td>  
<td>

_The DMP only covers data relevant to the objectives of the project._

</td> </tr>  
<tr>  
<td>

_To whom might it be useful ('data utility')?_

</td>  
<td>

_Please indicate the stakeholder categories which could find your data of
interest (e.g. scientists, citizens, policy-makers, industry). This
information helps to understand the data value and to evaluate potential
requirements (e.g. on data quality documentation)._

</td> </tr>  
<tr>  
<td>

_**Making data findable, including provisions for metadata** _

</td> </tr>  
<tr>  
<td>

_Are the data produced and/or used in the project discoverable with metadata?_

_What metadata will be created? In case metadata standards do not exist in
your discipline, please outline what type of metadata will be created and
how._

</td>  
<td>

_The INSPIRE Profile of ISO 19115 can be considered as an example of a minimal
set of information needed for data discovery
(https://inspire.ec.europa.eu/documents/inspire-metadata-implementing-rules-
technical-guidelines-based-en-iso19115-and-en-iso-1)._

_The Research Data Alliance provides a Metadata Standards Directory
(http://rd-alli-_

_ance.github.io/metadata-directory/) that can be searched for discipline-
specific standards and associated tools._

</td> </tr>  
<tr>  
<td>

_Are data identifiable and locatable by means of a standard identification
mechanism (e.g._

_persistent and unique identifiers such as Digital Object Identifiers)?_

</td>  
<td>

</td> </tr>  
<tr>  
<td>

_**Making data openly accessible** _

</td> </tr> </table>  
<table>  
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<th>

_Are datasets openly accessible?_

_If certain datasets cannot be shared (or need to be shared under
restrictions), explain why, clearly separating legal and contractual reasons
from voluntary restrictions. Also explain where and how the conditions for
access are described (i.e. a machine readable license)?_

</th>  
<th>

_Please note that according to EDMP-2, if data are necessary to validate the
scientific results of a publication generated in the project, the conditions
described in the DMP must not pose any barrier to reproducibility (data must
be openly accessible)._

_Note that embargo periods in making data accessible are reported in the re-
use section._

</th> </tr>  
<tr>  
<td>

_Is datasets access requiring some specific software tools? If yes, are they
easily available (e.g. executable or source code)?_

</td>  
<td>

_Please note that according to EDMP-2, if data are necessary to validate the
scientific results of a publication generated in the project, information
about tools and instruments necessary for validation is required._

</td> </tr>  
<tr>  
<td>

_Where will the data and associated metadata, documentation and code be
deposited? Preference should be given to certified repositories which support
open access where possible._

_Will data and all associated metadata be discoverable through catalogues and
search engines?_

</td>  
<td>

_Please note that according to EDMP-1, all data generated in the project must
be deposited in a research data repository._

_Useful listings of repositories include:_

  * _Registry of Research Data Repositories (http://www.re3data.org/)_

  

  * _Some repositories like Zenodo_

  

_(https://zenodo.org/ an OpenAIRE and CERN collaboration), allow researchers
to deposit both publications and data, while providing tools to link them._

_Other useful tools include DMP online_

_(https://dmponline.dcc.ac.uk/) and platforms for making individual scientific
observations available such as ScienceMatters
(https://www.sciencematters.io/)_

</td> </tr>  
<tr>  
<td>

_**Making data interoperable** _

</td> </tr>  
<tr>  
<td>

_Are the data produced in the project interoperable, that is allowing data
exchange and re-use between researchers, institutions, organisations,
countries, etc. (i.e. adhering to standards for formats, as much as possible
compliant with available (open) software applications, and in particular
facilitating re-combinations with different datasets from different origins)?_

</td>  
<td>

_Information about the adopted data format is particularly important for
(interdisciplinary) interoperability._

</td> </tr>  
<tr>  
<td>

_Will you be using standard vocabularies for all data types present in your
data set, to allow inter-disciplinary interoperability?_

</td>  
<td>

_Information about the vocabulary used for specific metadata fields (e.g.
keywords) is particularly important for (interdisciplinary) interoperability._

</td> </tr>  
<tr>  
<td>

_**Increase data re-use** _

</td> </tr>  
<tr>  
<td>

_Is the data safely stored in certified repositories for long term
preservation and curation?_

</td>  
<td>

</td> </tr>  
<tr>  
<td>

_How will the data be licensed to permit the widest re-use possible?_

_Does the data require attribution? If significant in a scientific paper, does
it require citation or authorship?_

</td>  
<td>

_Please provide information about policy for access, re-use, attribution,
etc._ 2

</td> </tr>  
<tr>  
<td>

_When will the data be made available for reuse? If an embargo is sought to
give time to publish or seek patents, specify why and how long this will
apply, bearing in mind that research data should be made available as soon as
possible._

</td>  
<td>

_Please note that according to the ERA-PLANET Grant Agreement: “the data,
including associated metadata, needed to validate the results presented in
scientific publications [must be made accessible] as soon as possible;”_

</td> </tr>  
<tr>  
<td>

_Will data include provenance metadata indicating the origin and processing
history of raw observations and derived products, to ensure full traceability
of the product chain?_

</td>  
<td>

</td> </tr>  
<tr>  
<td>

_Are data quality assurance processes described?_

</td>  
<td>

</td> </tr>  
<tr>  
<td>

_Will be data full documented including all elements necessary to access, use,
understand, and process, preferably via formal structured metadata?_

_Will data be also described in peer-reviewed publications referenced in the
metadata record?_

</td>  
<td>

_For geospatial data, is the projection and dimensions clearly defined? Is the
exact meaning of each field and other information to understand the meaning of
the data components completely described?_

</td> </tr> </table>  
<table>  
<tr>  
<th>

_Will data be accessible via online services, including user-customizable
services for visualization and computation?_

</th>  
<th>

</th> </tr>  
<tr>  
<td>

_Is the complete dataset available for download?_

_For datasets that are composed of several element (e.g. a long time series),
Is there a protocol or a API for automatic downloading?_

</td>  
<td>

_In some cases only a representation of it is available, or only a fragment of
the data can be downloaded each time._

_In some cases data is only accessible through a web portal that requires
several steps to get access to the data._

</td> </tr>  
<tr>  
<td>

_**Allocation of resources** _

</td> </tr>  
<tr>  
<td>

_What are the costs for making data FAIR in your project?_

</td>  
<td>

_Please provide information about possible financial barriers to FAIR access
to research data generated in the project._

</td> </tr>  
<tr>  
<td>

_Who will be responsible for data management and preservation?_

</td>  
<td>

</td> </tr>  
<tr>  
<td>

_Are the resources for long term preservation discussed (costs and potential
value, who decides and how what data will be kept and for how long)?_

</td>  
<td>

_Data should be protected from loss and preserved for future use; preservation
planning will be for the long term and include guidelines for loss prevention,
retention schedules, and disposal or transfer procedures._

_Data and associated metadata should be held in data management systems are
periodically verified to ensure integrity, authenticity and readability._

_Data should de managed to perform corrections and updates in accordance with
reviews, and to enable reprocessing as appropriate; where applicable this
follows established and agreed procedures._

</td> </tr> </table>