Click to edit Master title style RDM in

Click to edit Master title style RDM in Canada: CAUL RDM Forum Click to edit Master subtitle style National Context February 26, 2018 Jeff Moon, Director, Portage 9/1/17 1

What is the Portage Network? “Portage is a national, library-based research data management network that coalesces initiatives in research data management to build capacity and to coordinate activities better” https: //static 1. squarespace. com/static/576 bfb 4 b 2 e 69 cfe 8 cbce 5 a 20/5786 be 9 eff 7 c 509730365440/578 a 66 eabebafb 8 c 81408 a 37/1468688108359/172+-+Canoe+Portage+Sign+T-Shirt+-+Canada+Clothing. jpg? format=500 w https: //cdn 0. iconfinder. com/data/icons/wthr-color/32/693734 -tide-512. png

RDM in the news… CBC Spark http: //www. cbc. ca/radio/spark/385 -online-dating-genetic-data-and-more-1. 4538832/caribou-herds-get-new-wearable-tech-1. 4538840

Drivers in the RDM Ecosystem Emerging Tri-Agency Policy on RDM But also trends in • journal publishing • open science • international initiatives • best practices

Goals of the Portage Network • Build a community of practice for research data management (RDM) • Engage and advocate for research data management with stakeholder communities • Facilitate and provide leadership in the development of RDM infrastructure

Building a Community of Practice Researchers Institutions Liaison Librarians IT Specialists Unversity Research Offices Ethics Boards Other stakeholders Network of Experts RDM Specialists/Librarians Infrastructure Platforms 6

Building a Community of Practice Researchers Academic Government Others Institutions Liaison Librarians IT Specialists Unversity Research Offices Ethics Boards Other stakeholders Network of Experts RDM Specialists/Librarians Infrastructure Platforms 7

Building a Community of Practice Researchers Academic Government Others Institutions Liaison Librarians IT Specialists Unversity Research Offices Ethics Boards Other stakeholders Network of Experts RDM Specialists/Librarians DMP Assistant Federated Research Data Repository Dataverse Infrastructure Platforms 8

Portage Network of Experts 110+ Experts 40+ Organizations Portage now has over 100 volunteers serving on our Expert and Working Groups – many on multiple groups! Experts come from across the country, with strong representation from each of our four Regional Library Consortia Portage Experts come from over 40 different institutions and/or organizations, including CARL and non-CARL Libraries and a range of other organizations.

Eastern Canada: 9 people, 6 organizations

Portage Network of Experts: Expert & Working Groups Expert Groups Working Groups Data Management Planning • Dataverse North WG • FRDR Service Model WG Curation • Ethical Treatment of Sensitive Data Discovery Data WG Preservation • FRDR Discovery Service WG Training • Institutional RDM Strategies WG Research Intelligence Focussing on both PRACTICAL SOLUTIONS & POLICY DEVELOPMENT

Stakeholder Engagement LOCAL REGIONAL/ PROVINCIAL NATIONAL

Local Stakeholders Libraries Researchers Graduate Studies IT Ethics Research Services 13

Regional Stakeholders Canada’s four regional library consortia Council of Prairie & Pacific University Libraries Ontario Council of University Libraries 14

Digital Research Ecosystem Researchers Tri-Council Institutions/ Organizations CFI Federal Departments & Agencies Society Support Use DIGITAL RESEARCH ECOSYSTEM Provinces ISED CARL Portage Services Direction LCDRI CANARIE Compute Canada Adapted from CFI DRI submission SBDA Open Science Policy CASRAI Research Data Canada

Digital Research Ecosystem Researchers Canada Foundation for Innovation Tri-Council Institutions/ Organizations CFI Federal Departments & Agencies Society Support Use DIGITAL RESEARCH ECOSYSTEM Provinces SBDA Open Science Policy ISED CARL Portage Services Direction LCDRI CANARIE Compute Canada Adapted from CFI DRI submission Science-based Departments & Agencies CASRAI Research Data Canada Innovation Science & Economic Development Leadership Council for Digital Research Infrastructure

Digital Research Ecosystem Researchers Canada Foundation for Innovation Tri-Council Institutions/ Organizations CFI Federal Departments & Agencies Society Support Use DIGITAL RESEARCH ECOSYSTEM Provinces CARL Portage SBDA Open Science Policy ISED Services Direction LCDRI CANARIE Compute Canada Adapted from CFI DRI submission Science-based Departments & Agencies CASRAI Research Data Canada Innovation Science & Economic Development Leadership Council for Digital Research Infrastructure

RDM Support & Infrastructure Portage is doing a lot of work providing RDM support and infrastructure

RDM Support & Infrastructure Portage is doing a lot of work Providing RDM support and infrastructure

External Training Resource Library

RDM Support & Infrastructure Portage Institutional RDM Strategy Working Group

Institutional RDM Strategy: Template 1. Raise awareness: … need to raise awareness within the research community about the benefits of and best practices for good data management, as well as impending policy requirements. 2. Assess institutional readiness: e c n daof a number of existing tools. i …review the data landscape on campus, usinguone G d 3. Develop a policy or statement: te a i c o researchers & stakeholders understand their roles s … providing a framework toshelp A managing research data. and responsibilities around … aware of the location, condition, estimated growth, and value of data sets. 4. Define a roadmap: … to help institutions build capacity for research data management over the medium term. … incorporate best practices in research data management to promote research excellence, greater efficiency and greater transparency of research.

RDM Support & Infrastructure Portage Data Management Planning Expert Group

RDM Infrastructure Platforms & Portage Data Management Planning Assistant https: //assistant. portagenetwork. ca/en Both a tool & a template 1. Data collection 2. Documentation & metadata 3. Backup & storage 4. Preservation 5. Data sharing & reuse 6. Responsibilities & resources 7. Ethics & legal compliance

RDM Support & Infrastructure Portage Federated Research Data Repository Dataverse North

RDM Infrastructure Platforms & Portage Research Data Repositories Federated Research Data Repository Regional & Institutional Instances of Dataverse https: //portagenetwork. ca/frdr-dfdr Portage partnership with Compute Canada Portage Dataverse North Working Group Main Features: ‘Big Data’ upload/download National Discovery Platform National Repository Option Provides Preservation Pipeline Mature Platform Widely adopted User-friendly Brandable

Federated Architecture Council of Prairie & Pacific University Libraries Ontario Council of University Libraries Researchers 27

Federated Architecture Portage Federated Research Data Respository (FRDR) Portage: Dataverse North Regional/Institutional instances of Regional/Institutional Discipline-specific Repositories BIG data Research data & metadata Deposit Researchers

Federated Architecture Portage Federated Research Data Respository (FRDR) Portage: Dataverse North Regional/Institutional instances of Regional/Institutional Discipline-specific Repositories BIG data Research data & metadata Researchers Deposit & Download

Federated Architecture Preservation processing via Archivematica National Discovery Layer Metadata harvested into FRDR Portage Federated Research Data Respository (FRDR) Portage: Dataverse North Regional/Institutional instances of Regional/Institutional Discipline-specific Repositories BIG data Research data & metadata Researchers Deposit & Download

Federated Architecture - Storage Archival Storage Network of Preservation Storage Providers Repository Storage Dataverse, FRDR & Other repositories Active Storage Research-level storage that facilitates actual research process

Data Storage Continuum

Data Storage Continuum

Data Storage Continuum And there are other RDM activities that happen along with ‘storage’ DATA MANAGEMENT PLANNING DATA CURATION

Portage Outreach: with Tri-Agencies Jan 2018: Vancouver & Calgary Sept 2017: Montreal Feb 2018: Halifax Council of Prairie & Pacific University Libraries Ontario Council of University Libraries Jan 2018: Toronto 35

Portage Outreach: Fall 2017 September: Portage/RDA RDM Day November & December: 2 DLI Training Sessions December: CODATA Canada webinar December: Coalition for Networked Information Washington

Portage Outreach: Winter/Spring 2018 February: 13 th Annual International Digital Curation Conference (IDCC), Barcelona Spain February: Meetings with LAC and NRC regarding RDM March: CODATA Conference, Gottingen, Germany March: Research Data Alliance (RDA) Conference, Berlin, Germany April: BCNET 2018, Vancouver, BC May: IASSIST 2018, Montreal, QC June: Atlantic Provinces Library Association, Fredericton, NB

So Portage has been busy! Highlights 2015 to Present New Business Models Governance New Governance Model CIHR Training Modules OCUL MOU Platforms/Services SSHRC DMP Workshop Dataverse North Outreach COPPUL MOU Agreements CAUL MOU CSA -Life Sciences LCDRI Website Launch Portage Day - Montreal Compute Canada/FRDR – Limited Production DMP Assistant Second Portage Director First Portage Director Portage Day - Toronto CARL Approval BCI MOU 2015 Volunteers 2016 15 2017 42 2018 98 115

Questions? portagenetwork. ca Jeff Moon, Portage Director moonj@queensu. ca