diff --git a/CHANGES.rst b/CHANGES.rst
index 3478b3ef..0709dd95 100644
--- a/CHANGES.rst
+++ b/CHANGES.rst
@@ -40,6 +40,11 @@ describe future plans.
 
     release expected by 2024-12-31?
 
+    New Features
+    ------------
+
+    * Document how to setup and use APS DM API in a Bluesky session.
+
     Maintenance
     ------------
 
diff --git a/docs/source/howto/_data_management.md b/docs/source/howto/_data_management.md
new file mode 100644
index 00000000..bf80e02a
--- /dev/null
+++ b/docs/source/howto/_data_management.md
@@ -0,0 +1,84 @@
+# Setup APS Data Management
+
+This document describes how to setup and use the [APS Data
+Management](https://git.aps.anl.gov/DM/dm-docs/-/wikis/home) (DM) Python
+[API](https://git.aps.anl.gov/DM/dm-docs/-/wikis/DM/Beamline-Services/API-Reference)
+(tools) in a Bluesky session.
+
+This document provides guidance for workstations at the APS, where DM tools and
+services are available.
+
+## Background
+
+As stated in the DM [_Getting
+Started_](https://git.aps.anl.gov/DM/dm-docs/-/wikis/DM/HowTos/Getting-Started)
+guide:
+
+> The APS Data Management System is a system for gathering together experimental
+> data, metadata about the experiment and providing users access to the data
+> based on a users role.
+
+## DM is configured by Environment Variables
+
+The [_Getting
+Started_](https://git.aps.anl.gov/DM/dm-docs/-/wikis/DM/HowTos/Getting-Started#setting-up-the-environment)
+guide explains how to setup a pre-configured conda environment to use the DM
+tools from the command line directly.  The setup procedure uses this shell command:
+
+```bash
+/home/DM_INSTALL_DIR/etc/dm.setup.sh
+```
+
+where `DM_INSTALL_DIR` is the deployment directory for this beamline.
+
+<details>
+<summary>NOTE</summary>
+
+The exact path to this file will vary between beamline accounts.  Contact the DM
+support team for details about your beamline.
+
+</details>
+
+The DM conda environment does not have the packages installed to run a Bluesky
+session.
+
+### Configure DM in Bluesky sessions
+
+The Bluesky conda environment has all the packages for both Bluesky and DM
+already installed (for APS installations).  One of those packages,
+[`apstools`](https://bcda-aps.github.io/apstools/latest/api/_utils.html#aps-data-management),
+provides support for using DM in a Bluesky session.
+
+<details>
+
+Function
+[`dm_source_environ()`](https://bcda-aps.github.io/apstools/latest/api/_utils.html#apstools.utils.aps_data_management.dm_source_environ)
+is used internally to install the environment variables.  It expects a global
+variable `DM_SETUP_FILE` to be defined in the module.  
+
+**Do not call `dm_source_environ()` directly.**
+
+Use `dm_setup("/home/DM_INSTALL_DIR/etc/dm.setup.sh")`.
+
+</details>
+
+Use these Python commands to install DM's environment variables:
+
+```py
+from apstools.utils import dm_setup
+
+dm_setup("/home/DM_INSTALL_DIR/etc/dm.setup.sh")
+```
+
+**CAUTION**:  `dm_setup()` must be run **before** any other DM tools are used.
+Do this each time a Bluesky session is started (where the DM API is to be used).
+
+In typical Bluesky installations at APS, this file name is defined in the
+`iconfig.yml` file, such as for [XPCS at station
+8-ID-I](https://github.com/aps-8id-dys/bluesky/blob/6bbcfeceab7a6695d3be81ffd56954d362bf25ea/src/instrument/configs/iconfig.yml#L29):
+
+```yaml
+# APS Data Management
+# Use bash shell, deactivate all conda environments, source this file:
+DM_SETUP_FILE: "/home/dm/etc/dm.setup.sh"
+```