Introduction to the. Click to edit Master subtitle style Portage Network. Click to edit Master title style. Jeff Moon Director, Portage

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1 Click to edit Master title style Introduction to the Click to edit Master subtitle style Portage Network Jeff Moon Director, Portage DLI Training, Kamloops November /1/17 1

2 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

3 What is Research Data Management? RDM is the multi-stakeholder process that shepherds research data from beginning to end of a research project, and beyond. Good research data management follows established best practices for planning, collection, storage, documentation, backup, preservation, sharing, and the ethical/legal use of data. RDM is guided by evolving Canadian and International policies, protocols, and standards, and driven by growing demands from scholarly publishers and funders and, we hope, a change in research culture!

4 What is Research Data Management? RDM is conducted by researchers, in collaboration with experts in data curation and stewardship, advanced research computing and software, archiving, and networks. RDM helps ensure research data are preserved past the end of a research project, are independently understandable and discoverable, and are appropriately accessible to others. RDM delivers value: Well organised, well documented, preserved and shared data are invaluable to advance scientific inquiry and to increase opportunities for learning and innovation. (Corti, et al, 2014).

5 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

6 Goals of the Portage Network Build a community of practice for research data management (RDM)

7 Building a Community of Practice Researchers Institutions Network of Expertise Infrastructure Platforms 7

8 Building a Community of Practice Strengthening relationships Researcher with subject / liaison librarian Subject / liaison librarian with Portage experts Infrastructure Platforms & Portage experts with librarians & researchers Infrastructure providers with Portage experts 8

9 Building a Community of Practice Strengthening relationships Researcher with subject / liaison librarian Subject / liaison librarian with Portage experts Infrastructure Platforms & Portage experts with librarians & researchers Infrastructure providers with Portage experts 9

10 Portage Network of Experts 6 Expert Groups Data Management Planning Curation Data Discovery Preservation Training Research Intelligence 3 Working Groups Dataverse North FRDR Service Model Institutional RDM Strategies And another coming Ethical Treatment of Sensitive Data

11 Portage Network of Experts

12 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

13 Levels of Stakeholder Engagement LOCAL REGIONAL/ PROVINCIAL NATIONAL

14 Local Stakeholders Libraries Researchers Graduate Studies IT Ethics Research Services 14

15 Regional Stakeholders Canada s four regional library consortia Council of Prairie & Pacific University Libraries Ontario Council of University Libraries 15

16 National Stakeholders Societies Libraries Researchers CAGS Graduate Studies IT Ethics Research Services CAREB CAREB

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

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

19 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

20 Portage Platforms DMP Assistant More on this later Federated Research Data Repository

21 Federated Research Data Repository (FRDR) (DFDR en français) FRDR will provide a single platform from which research data can be ingested, curated, preserved, discovered, cited and shared. Visit portagenetwork.ca/frdr-dfdr to learn more and view a walkthough of FRDR

22 Federated Research Data Repository (FRDR) (DFDR en français) Portage NORTH Working Group Main Features: Big Data upload/download National Discovery Platform National Repository Option Provides Preservation Pipeline Aims to develop a community of practice among Dataverse providers & libraries to coordinate and discuss local and national training, support services, outreach strategies, promotion, and infrastructure development needs.

23 FRDR & Dataverse North Scalable Handles Big Data Widely adopted Scholars Portal Abacus Dal/CAUL Others User-friendly Brandable Opportunities for greater integration & cooperation

24 Federated Architecture Council of Prairie & Pacific University Libraries Ontario Council of University Libraries 24

25 Federated Architecture Preservation processing via Archivematica Portage FRDR National Discovery Layer Metadata harvested into FRDR Regional/Institutional instances of Regional/Institutional Repositories Discipline-specific Repositories Big Data (& small) deposit & download (a national repository option) Research data & metadata Deposit & Download

26 Federated Architecture Archival Storage Network of Preservation Storage Providers Active Storage Various Repositories & FRDR

27 Network of Expertise 2 New Working Groups o The first, the Portage Institutional RDM Strategy Working Group, aims to develop a generic template for institutions to build upon in response to the first pillar of the anticipated Tri-Agency funding policy. o The second, the Portage Ethical Treatment of Sensitive Data Working Group, will help Portage frame and develop resources and supports for researchers around this key data management issue.

28 So Portage has been busy! Highlights 2015 to Date 28

29 DMP Assistant The DMP Assistant is an online, bilingual, data management planning tool that will help you create your own data management plan. 29

30 Tool & Template Tool DMP Assistant Software based on UK Digital Curation Centre code Template Generic data stewardship template Seven sections, 20 questions, & guidance This is the online platform for creating DMPs Can have many templates 30

31 Development Developed by the Portage DMP Expert Group Nine experts from across Canada Environmental scan of data stewardship best practices Added 7 th section (Ethics & Legal Compliance) Pre-tested & modified Improved multi-lingual capacity of tool Translated stewardship template & tool to French Translated tool (DMP Assistant) to French Launched October 21,

32 User-specific accounts Users choose from a set of available templates Users maintain their own list of plans & can edit, share, export, or delete a plan 32

33 33

34 Sign In or Sign Up

35 Choose from your existing plans 35

36 Or create a new plan 36

37 Choose your institution, then choose a template 37

38 Plan Details 38

39 Guidance within the Tool 39

40 Template Sections 40

41 Template Sections 41

42 Template Structure Structure of a template - Project description (called Plan Details ) Sections: major RDM topics (7) Questions: specific questions within sections (2 or 3) Guidance text: explanations for each question 42

43 Template Sections 1. Data collection 2. Documentation & metadata 3. Backup & storage 4. Preservation 5. Data sharing & reuse 6. Responsibilities & resources 7. Ethics & legal compliance 43

44 Template Sections Data Collection What types of data will you collect, create, link to, acquire and/or record? What file formats will your data be collected in? Will these formats allow for data re-use, sharing and longterm access to the data? What filenaming conventions and procedures will you use to structure, name and version-control your files to help you and others better understand how your data are organized? 44

45 Template Sections Documentation and Metadata What documentation will be needed for the data to be read and interpreted correctly in the future? How will you make sure that documentation is created or captured consistently throughout your project? If you are using a metadata standard and/or tools to document and describe your data, please list here. 45

46 Template Sections Storage and Backup What are the anticipated storage requirements for your project, in terms of storage space (in megabytes, gigabytes, terabytes, etc.) and the length of time you will be storing it? How and where will your data be stored and backed up during your research project? How will the research team and other collaborators access, modify, and contribute data throughout the project? 46

47 Template Sections Preservation Where will you deposit your data for long-term preservation and access at the end of your research project? Indicate how you will ensure your data is preservation ready. Consider preservationfriendly file formats, ensuring file integrity, anonymization and de-identification, inclusion of supporting documentation. 47

48 Template Sections Sharing and Reuse What data will you be sharing and in what form? (e.g. raw, processed, analyzed, final). Have you considered what type of end-user license to include with your data? What steps will be taken to help the research community know your data exists? 48

49 Template Sections Responsibilities and Resources Identify who will be responsible for managing this project's data during and after the project, and the major data management tasks for which they will be responsible. How will responsibilities for managing data activities be handled if substantive changes happen in the personnel overseeing the project's data, including a change of Principal Investigator? What resources will you require to implement your data management plan? What do you estimate the overall cost for data management to be? 49

50 Template Sections Ethics and Legal Compliance If your research project includes sensitive data, how will you ensure that it is securely managed and accessible only to approved members of the project? If applicable, what strategies will you undertake to address secondary uses of sensitive data? How will you manage legal, ethical, and intellectual property issues? 50

51 Template Sections 51

52 Data Collection 52

53 Data Collection (cont d) 53

54 Sharing 54

55 Exporting Plans can be exported in full or in part Export formats include: pdf csv html json text xml docx 55

56 Exporting (cont d) 56

57 Exporting (cont d) 57

58 Exporting (cont d) 58

59 DMP Assistant what s new? o Migration to the new merged DCC & CDL codebase anticipated early in new year. o Working with CASRAI on an exchange template with standardized elements (e.g. picklists ) to support increased interoperability. o Working on discipline-specific templates & library of DMP exemplars

60 Questions??