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Research Data Management

Understanding the 2022 OSTP Public Access Memo

In 2022 the White House Office of Science & Technology Policy (OSTP) released Ensuring Free, Immediate, and Equitable Access to Federally Funded Research (known as the "Nelson Memo") asking federal agencies to update their public access policies. 

Key Points of the memo:

  • The goal of the memo is to provide free, immediate (without embargo), and equitable access to research that is federally funded
  • Applies to all federal agencies
  • Applies to both peer reviewed publications and underlying scientific data

Timeline & Key Dates

  • August 25, 2022: "Nelson Memo" published
  • February 21, 2023: Federal agencies with more than $100 million in annual research and development (R&D) expenditures submit their new or updated public access policies
  • August 20, 2023: Federal agencies with $100 million or less in annual R&D expenditures submit their new or updated public access policies
  • December 31, 2024: Final public access policies due - Deadline for agencies to publish final policies addressing all requirements outlined in the memo
  • December 31, 2025: New policies are in effect (New policies will be in effect no later than this date)

What research outputs does this effect?

The "Nelson Memo" indicates that plans developed by federal agencies should address both “peer reviewed publications” and “scientific data.”

  • Peer-reviewed publications include "peer-reviewed research articles or final manuscripts published in scholarly journals, and may include peer-reviewed book chapters, editorials, and peer-reviewed conference proceedings published in other scholarly outlets that result from federally funded research.”
     
  • Scientific data include: "the recorded factual material commonly accepted in the scientific community as of sufficient quality to validate and replicate research findings. Such scientific data do not include laboratory notebooks, preliminary analyses, case report forms, drafts of scientific papers, plans for future research, peer-reviews, communications with colleagues, or physical objects and materials, such as laboratory specimens, artifacts, or field notes." In addition, scientific data do not include data subject to legal, privacy, ethical or other similar restrictions or limitations.

Resources to Determine Funding Agency Guidelines

The links below provide access to a variety of data-related policies that may apply to your research. These policies outline expectations for data management, sharing, and preservation. The additional resources provided can help you determine which policies are relevant to your project and ensure that your research practices align with applicable requirements.

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