4. Requester Responsibilities—Moratorium Sampling

4.1. Leg-Specific Sampling Strategy

Leg-specific sampling, for both shipboard and shore-based requests, will follow the Sampling Strategy (see Appendix D) established by the SAC. The strategy will integrate and coordinate the programs for drilling, sampling, and downhole measurement to best meet scientific needs. By necessity, the strategy will evolve over the course of leg planning and operations, and during the postcruise moratorium. All sampling plans will be carefully considered in the strategy.

Whenever possible, sampling should be deferred to a coordinated shore-based sampling effort (commonly referred to as a "sampling party") in order to sample more efficiently, and with the perspective gained from having completed the leg. This will ensure the best possible use of the core and distribution of samples. Shore-based sampling will be particularly appropriate for legs where many samples will be needed, such as those focusing on paleoceanographic objectives. Travel funds have been specifically allocated for this purpose by some ODP member countries.

4.2. Requests from Scientific Party Members

Only scientific party members can receive samples and data during the moratorium period.

4.2.a. Requests for Samples

Scientific party members are asked to submit sample requests to the ODP Curator three months prior to the start of the leg (for contact information see Appendix C). This will provide sufficient lead time for planning. Sample requests submitted during a leg or during the moratorium will also be considered.

See Appendix E for information on how to obtain the ODP Sample Request Form. Appendix F contains guidelines to assist the requester in estimating sample volumes.

The SAC will review the sample requests, and approval will be based on compatibility with the Sampling Strategy. Sample requests are approved if a majority of the SAC endorses the requests. In cases where a sample request is considered incompatible, the SAC may: (1) recommend modifications to the request, (2) modify the Sampling Strategy, or (3) reject the request if the other options are inappropriate. In the event of an evenly divided vote, the ODP Curator will make a decision. If he or she wishes, the sample requester may choose to appeal any decision to the CAB. If a conflict arises over the allocation of samples, shipboard scientific party members have priority over shore-based members.

4.2.b. Requests for Data

Data produced from samples taken for routine shipboard analyses (e.g., index properties, interstitial [pore] water whole rounds, thin sections, smear slides, X-ray diffraction and X-ray fluorescence samples, paleontology core-catcher samples) are available to the entire shipboard party and to approved shore-based participants during the moratorium. Data from Legs 171B and beyond are available on the ODP Web site at http://www-odp.tamu.edu/database/. During the moratorium, the data is password protected and can only be accessed by members of the scientific party. Individuals who cannot easily access the Web may submit data requests to the ODP Data Librarian (for contact information see Appendix C).

4.3. Samples for Routine Shipboard Analyses

Unless requested, samples used for routine shipboard analyses, and/or their residues, are shipped to the appropriate core repository at the end of the cruise. If scientific party members want these materials for postcruise research, they are available through the normal sample request procedure (see Section 4.2.a. and Appendix E). Thin sections and smear slides prepared during a cruise are archived at the repository where the core from that leg is stored and are available for short-term (less than one year) loan to scientific party members upon request through the regular sample request procedures.

4.4. Sample- and Data-Recipient Responsibilities2

This section details the ODP obligation fulfillment requirements associated with this policy. See Appendix A for a checklist of all obligation fulfillment requirements.

4.4.a. Fulfillment of ODP Obligations

All scientific party members who sail as invited participants on ODP cruises, and all shore-based participants who are included in the scientific party, incur obligations to ODP that they must fulfill by using samples or data from the leg they participated in to conduct postcruise research and by publishing associated results in agreement with the other terms of this policy. If a scientific party member is unable to produce research results because appropriate sample or data were not retrieved during the cruise, or because data could not be obtained during postcruise analyses, a letter of explanation must be submitted to the ODP Publications Coordinator. The letter of explanation will be copied by the Publications Coordinator to the ODP Staff Scientist on the ERB for that leg, the ODP Publication Services Manager, and the ODP Curator for review and comment. If necessary, individual letters of explanation may be copied to the JOI Office for appropriate action. Failure to meet these obligations will result in the rejection of future sample requests and may influence participation on future legs.

4.4.b. Publishing within the Moratorium2

Authors who wish to submit manuscripts (to the Scientific Results volume, journals, or books) before the moratorium has expired must comply with the guidelines in this section.3

4.4.b.i. All scientific party members shall:

Note: Investigators may have other data obligations under the U.S. National Science Foundation's Ocean Science Data Policy or under relevant policies of other funding agencies that require submission of data to national data centers.8

4.4.c. Publishing after the Moratorium

All scientific party members who incur obligations to ODP must comply with the following guidelines. Details of these obligations are presented below. (Also see Appendix A for a checklist of the obligations that must be fulfilled by scientists as defined in this policy.)

4.4.c.i. All scientific party members shall:

Note: Investigators may have other data obligations under the U.S. National Science Foundation's Ocean Science Data Policy or under relevant policies of other funding agencies that require submission of data to national data centers.

4.4.c.ii. Authors who choose to fulfill their ODP publication obligations by submitting a paper to a journal or book must also complete the following actions:

4.4.c.iii. Authors who choose to fulfill their ODP publication obligations by submitting a paper to the Scientific Results volume must also complete the following actions:



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2Policy revision made June 2001. See Appendix H.1.a. for details.
3Policy update made December 2001. See Appendix H.2.b. for details.
4Policy update made February 2003. See Appendix H.2.i. for details.
5, 9Policy revision made June 2001. See Appendix H.1.c. for details.
6, 10, 13Policy revision made August 2002. See Appendix H.1.f. for details.
7 A "paper" presents the results of extensive research on aspects of scientific drilling related to the leg. It is complete and contains scientific interpretation of the data that was generated in the research supporting the manuscript. A "data report" is a short report of useful data that mainly consists of data sets and does not contain interpretation of results. (Policy update made October 2002. See Appendix H.2.e.)
8Policy update made February 2003. See Appendix H.2.i. for details.
11Policy revision made April 2002. See Appendix H.1.d. and Appendix H.1.e. for details.
12Policy update made February 2003. See Appendix H.2.j. for details.
14Policy update made October 2002. See Appendix H.2.f. for details.

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