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name: aerj-transparency-and-data-policy description: Use when preparing the transparency, reporting, and data-availability materials for an American Educational Research Journal (AERJ) manuscript. AERJ expects work to meet the AERA Standards for Reporting on Empirical Social Science Research (quantitative + qualitative) and the AERA Code of Ethics expectations on making data available. Prepares the materials; it does not waive requirements.

Transparency & Data Policy (aerj-transparency-and-data-policy)

AERJ is an AERA journal: it expects reporting that is warranted and transparent, per the AERA reporting standards, and adherence to the AERA Code of Ethics, which expects authors to make data available for reanalysis after publication (within confidentiality and legal limits). Build transparency in as you write, not after acceptance.

When to trigger

• Aligning the manuscript with the AERA reporting standards
• Planning data/code availability and documentation
• Human-subjects data that cannot be fully shared (privacy, IRB, provider restrictions)
• A qualitative or mixed-methods study where transparency means more than a dataset

What to satisfy (verify current wording on the official pages)

1. Reporting standards. Meet the AERA Standards for Reporting on Empirical Social Science Research — adequate evidence (warrant) and explicit logic of inquiry (transparency), for both quantitative and qualitative work. Humanities-oriented work follows the companion 2009 standards.
2. Data availability. Per the AERA Code of Ethics, be prepared to share data and the basis of interpretations for reanalysis after results are published, subject to participant confidentiality and legal/IRB limits. Document provenance and construction.
3. Quantitative materials. Data (or access path), code, and documentation sufficient to regenerate reported results: master script + README + pinned versions + seeds.
4. Qualitative transparency. Make the analytic process inspectable — coding scheme, exemplar evidence, audit trail, reflexivity — rather than dumping raw transcripts. QDR supports controlled access where raw data are sensitive.

When data cannot be shared

• Explain why (human-subjects confidentiality, IRB constraints, or data-provider restrictions such as state SLDS / district agreements).
• Give access instructions (application process, provider contact, restricted-use license).
• Where feasible, provide synthetic or de-identified data so analysis code can be exercised.

Build-as-you-go checklist

• Reporting matches the AERA standard appropriate to the method (quant / qual)
• Master script regenerates every table/figure (quant) or analytic process documented (qual)
• README: provenance, construction, how to reproduce/inspect each exhibit
• Seeds set; software/package versions pinned
• Restricted data: rationale + access path + synthetic/de-identified substitute where feasible
• IRB/consent and confidentiality protections documented
• Preregistration / pre-analysis plan linked (anonymized) where applicable

Anti-patterns

• Treating transparency as a post-acceptance afterthought
• "Data available on request" with no documented process or scope
• Dumping raw qualitative data instead of an inspectable analytic trail
• Claiming restriction without an access path or de-identified substitute
• Undocumented, un-seeded, unpinned code that "works on my machine"

Transparency obligations by data type (AERJ referees)

AERA reporting standards and the Code of Ethics apply across traditions, but what "available for reanalysis" means depends on the data. Match your obligation to the row below.

Data type	What sharing/transparency means here	Common shortfall
Public-use survey (e.g., national longitudinal)	Code + documentation regenerating results	"Available on request" with no script
Restricted administrative (state/district)	Access path + license + synthetic substitute	Restriction claimed, no path given
Original qualitative	Coding scheme, exemplars, audit trail, reflexivity	Raw transcripts dumped or nothing shown
Mixed	Both quant materials and qual analytic trail	One strand documented, the other opaque

Worked transparency vignette (illustrative)

An AERJ policy/institutional study links a state longitudinal data system to a district intervention. The data cannot be shared, so the transparency package states the reason (SLDS confidentiality and a data-use agreement), gives the application path to the state agency, and ships synthetic data with the same schema so the master script runs end to end. The README documents construction of every derived variable and pins package versions; seeds are set so the illustrative 0.13 SD estimate regenerates exactly. A weak version would write "data restricted" and stop — leaving no way to inspect the logic of inquiry the AERA standard requires.

Referee pushback and the venue fix

• "I can't verify the qualitative claims." → Provide an inspectable analytic trail (coding scheme, exemplar evidence, reflexivity), not raw data.
• "'Available on request' is not a plan." → Replace with a documented access process and scope.
• "Code won't run on my machine." → Ship a master script, README, seeds, and pinned versions; confirm any policy wording against the journal's current submission guidelines.

Output format

【Reporting standard met】empirical-social-science (quant/qual)? [Y/N]
【Data availability】shareable / access-path / synthetic? [which]
【Documentation】README + provenance + seeds + pinned versions? [Y/N]
【Qualitative transparency】coding + evidence + audit trail + reflexivity? [Y/N/NA]
【Restricted data】rationale + access + substitute?
【Next】aerj-review-process

Supplementary resources

• ../../resources/external_tools.md — reproducibility tooling, QDR, preregistration registries
• ../../resources/official-source-map.md — AERA reporting standards + Code of Ethics