Below are some suggestions on developing workflows and documentation elements for datasets and records. Workflows help ensure consistent processes when creating, analyzing, describing and managing data and records. Here is an example of a very high-level workflow of data as it is created in the research process, based on a table from the UK Data Archives' Guidance on Data Management .
Ensure proper application of data management plan
- An Introduction to Using Data from the Data Information Services Center at the University of Wisconsin-Madison is a great reference for the processes involved in data management.
Documentation as workflow
- Administrative documentation
- Describes the nature of the project, data and records. It also describes the naming conventions, file structure, location of extant data, etc.
- Content documentation
- Technical documentation
- The codebook, coding instrument and directions on recoding
- List of abbreviations
- Retain copies of data collection instruments
Go to
2.3 Conduct Pilot Test
Maintained by: Erin O'Meara, erino@uoregon.edu
Last Modified: 03/11/2008