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By-Name Data Management Manual

January 27, 2025

Developing By-Name Data Management practices

The By-Name Data Management Manual Guide is a comprehensive template that communities can use to start developing and documenting their by-name data management practices and protocols. Communities are encouraged to use the guide as a starting point, adapting the sections that align best with local needs and practices. The guide can be adopted in full or used section by section.

The By-Name Data Management Manual Guide includes the following components:

  • Things to consider when documenting by-name data management practices
  • Suggested sections of data management policies and procedures

Community Example

The by-name data management manual linked below is an example developed by a BFZ community. The linked document was not highlighted because it perfectly aligns with our By-Name Management Manual guide, rather it was selected as a real example of how a community approached the task of developing and documenting by-name data management practices. 

These examples are available as inspiration or sample text in conjunction with the guidance provided in this guide. 

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