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1 Click to edit Master title style Research Data Management in Canada Portage Update Click to edit Master subtitle style Queen s University Library - Data Day May 2, 2018 Jeff Moon, Director, Portage 9/1/17 1

2 RDM in the news highlights challenges of good data management

3 the research value of well-managed data When tree rings, ice cores, and cave formations can t cut it, try your luck with whale earwax or bat poop Or, layers of carbon- and oxygen-rich sinter in ancient Roman aqueducts Citation: Wendel, J., and M. Kumar (2018), Five weird archives that scientists use to study past climates, Eos, 99, Published on 30 March Thanks to Kevin Lindstrom Physical Sciences and Engineering Librarian Woodward Library 2198 Health Sciences Mall University of British Columbia for pointing out this citation

4 and the commercial value of data to big vendors

5 and the commercial value of data to big vendors Advice on finding repositories Advice on complying with policies Check for presence of sensitive information Advice on data availability statements/data citation Ensure accessibility of files for end users Easy upload to Springer Nature Figshare Ensure files match metadata & assoc. pubs Organize files into logical structure & collections Match authors to associated publications Copy-edit submitted metadata Generate Digital Object Identifier (DOI) Categorize content according to industry standard definitions Enable embargoes with private, anonymous access enabled Link and synchronize dataset release to associated publications Enhancement report and feedback from Research Data Editor Mike Smit Associate Professor School of Information Management Dalhousie University

6 Drivers in the RDM Ecosystem Emerging Tri-Agency RDM Policy Also informed by and aligned with trends in journal publishing open science international initiatives evolving best practices

7 2018 Canadian Budget Harnessing Big Data The Government proposes to provide $572.5 million over five years, with $52 million per year ongoing, to implement a Digital Research Infrastructure Strategy that will deliver more open and equitable access to advanced computing and big data resources to researchers across Canada. p. 92

8 Definition of Digital Research Infrastructure DRI refers to the elements required to perform data-intensive and computationallyintensive research and data management, including highperformance computing, storage, high-speed networks and other tools and resources, including software, standards and data management services. p. 3

9 Definition of Digital Research Infrastructure DRI refers to the elements required to perform data-intensive and computationallyintensive research and data management, including highperformance computing, storage, high-speed networks and other tools and resources, including software, standards and data management services. p. 3

10 What is the Portage Network? Portage is a CARL-sponsored national network of Research Data Management experts working collaboratively to build capacity and better coordinate RDM activities in Canada

11 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

12 Portage Origins & Progress Governance Platforms/Services Outreach Agreements New Business Models CIHR Training Modules SSHRC DMP Workshop COPPUL MOU CSA -Life Sciences New Governance Model OCUL MOU Dataverse North CAUL MOU LCDRI Compute Canada/FRDR DMP Assistant Website Launch Portage Day - Montreal FRDR Limited Production Second Portage Director First Portage Director CARL Approval Portage Day - Toronto BCI MOU Conferences! Volunteers

13 Portage Origins & Progress New Business Models DVN Report Governance CIHR Training Modules BCI MOU 115 Platforms/Services SSHRC DMP Workshop Sensitive Data WG 2018 Outreach COPPUL MOU 2016 Regional Library Consortia Agreements CSA -Life Sciences Portage Day - Toronto Website Launch Institutional Strategy WG 98 Compute Canada/FRDR 15 Second Portage Director 2019 DMP Assistant FRDR Limited Production 2015: First Portage Portage Director CARL Approval 2015 Portage Day - Montreal Formative Assessment : Project ARC LCDRI CAUL MOU Dataverse North More to come 2018 OCUL MOU New Governance Model 42

14 Portage Governance

15 Portage Steering Committee Donna-Bourne-Tyson, University Librarian, Dalhousie University (Chair, CARL President, voting, ex officio) Beth Sandore Namachchivaya, University of Waterloo Larry Alford, University Chief Librarian, University of Toronto Guylaine Beaudry, Vice-Provost, Digital Strategy & University Librarian, Concordia University Catherine Steeves, Vice-Provost and Chief Librarian, Western University Brett Waytuck, University Librarian, University of Regina Martha Whitehead, Vice-Provost (Digital Planning) and University Librarian, Queen s University Pascal Calarco, University Librarian, University of Windsor Colleen Cook, Dean of Libraries, McGill University Jonathan Bengtson, University Librarian, University of Victoria (and CARL VP, non-voting ex officio) Susan Haigh (CARL Executive Director non voting ex officio) Jeff Moon (Portage Director non-voting ex officio)

16 Portage Steering Committee Donna-Bourne-Tyson, University Librarian, Dalhousie University (Chair - CARL President, voting, ex officio) Beth Sandore Namachchivaya, University of Waterloo Larry Alford, University Chief Librarian, University of Toronto Guylaine Beaudry, Vice-Provost, Digital Strategy & University Librarian, Concordia University Catherine Steeves, Vice-Provost and Chief Librarian, Western University Brett Waytuck, University Librarian, University of Regina Martha Whitehead, Vice-Provost (Digital Planning) and University Librarian, Queen s University Pascal Calarco, University Librarian, University of Windsor Colleen Cook, Dean of Libraries, McGill University Jonathan Bengtson, University Librarian, University of Victoria (and CARL VP, non-voting ex officio) Susan Haigh (CARL Executive Director non voting ex officio) Jeff Moon (Portage Director non-voting ex officio)

17 Portage Advisory Committee

18 Portage Advisory Committee James MacKenzie University of New Brunswick CAUL Lynda Gadoury UQAM BCI Gohar Ashougian Wilfrid Laurier University OCUL Brian Owen Simon Fraser University COPPUL Karina McInnis Queen's University CARA Rachel Zand University of Toronto CAREB Steven Liss (Chair) Ryerson University Vice-President Research Terry Nikkel University of New Brunswick CUCCIO Bo Wandschneider University of Toronto CUCCIO Lori McMullen University of New Brunswick CUCCIO Mark Leggott CANARIE Research Data Canada Graham Carr Concordia University Provost and Vice-President of Academic Affairs Jason Hlady Compute Canada Compute Canada Kevin Ashley Digital Curation Centre Digital Curation Centre Geoff Harder University of Alberta Associate University Librarian Matthew Lucas SSHRC Tri-Agencies Exofficio Members Susan Haigh Canadian Association of Research Lib CARL Executive Director Donna Bourne-Tyson Dalhousie University CARL President Jonathan Bengtson University of Victoria CARL Vice-President Jeff Moon CARL Portage Portage Director

19 Portage Advisory Committee James MacKenzie University of New Brunswick CAUL Lynda Gadoury UQAM BCI Gohar Ashougian Wilfrid Laurier University OCUL Brian Owen Simon Fraser University COPPUL Karina McInnis Queen's University CARA Rachel Zand University of Toronto CAREB Steven Liss (Chair) Ryerson University Vice-President Research Terry Nikkel University of New Brunswick CUCCIO Bo Wandschneider University of Toronto CUCCIO Lori McMullen University of New Brunswick CUCCIO Mark Leggott CANARIE Research Data Canada Graham Carr Concordia University Provost and Vice-President of Academic Affairs Jason Hlady Compute Canada Compute Canada Kevin Ashley Digital Curation Centre Digital Curation Centre Geoff Harder University of Alberta Associate University Librarian Matthew Lucas SSHRC Tri-Agencies Exofficio Members Susan Haigh Canadian Association of Research Lib CARL Executive Director Donna Bourne-Tyson Dalhousie University CARL President Jonathan Bengtson University of Victoria CARL Vice-President Jeff Moon CARL Portage Portage Director

20 Portage Advisory Committee James MacKenzie University of New Brunswick CAUL Lynda Gadoury UQAM BCI Gohar Ashougian Wilfrid Laurier University OCUL Brian Owen Simon Fraser University COPPUL Karina McInnis Queen's University CARA Rachel Zand University of Toronto CAREB Steven Liss (Chair) Ryerson University Vice-President Research Terry Nikkel University of New Brunswick CUCCIO Bo Wandschneider University of Toronto CUCCIO Lori McMullen University of New Brunswick CUCCIO Mark Leggott CANARIE Research Data Canada Graham Carr Concordia University Provost and Vice-President of Academic Affairs Jason Hlady Compute Canada Compute Canada Kevin Ashley Digital Curation Centre Digital Curation Centre Geoff Harder University of Alberta Associate University Librarian Matthew Lucas SSHRC Tri-Agencies Exofficio Members Susan Haigh Canadian Association of Research Lib CARL Executive Director Donna Bourne-Tyson Dalhousie University CARL President Jonathan Bengtson University of Victoria CARL Vice-President Jeff Moon CARL Portage Portage Director

21 Portage Network of Experts

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

23 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 23

24 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 24

25 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 DMP Assistant Federated Research Data Repository Dataverse 25

26 Based on a National Network of Experts Expert Groups Data Management Planning Curation Data Discovery Preservation Training Research Intelligence 115+ Experts Working Groups Dataverse North WG Responsible Research Data Management Practices for Sensitive Data FRDR Service Model WG FRDR Discovery Service WG Institutional RDM Strategies WG 40+ Organizations A true Network of Experts

27 Based on a National Network of Experts Expert Groups portagenetwork.ca Data Management Planning Curation Data Discovery Preservation Training Research Intelligence Working Groups Dataverse North WG Responsible Research Data Management Practices for Sensitive Data FRDR Service Model WG FRDR Discovery Service WG Institutional RDM Strategies WG

28 Based on a National Network of Experts portagenetwork.ca

29 Based on a National Network of Experts Portage experts have been very productive in addressing key issues surrounding RDM in Canada

30 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

31 Levels of Stakeholder Engagement LOCAL REGIONAL/ PROVINCIAL NATIONAL Libraries Researchers Graduate Studies IT Ethics Research Services 31

32 Levels of Stakeholder Engagement LOCAL REGIONAL/ PROVINCIAL NATIONAL

33 Levels of Stakeholder Engagement LOCAL REGIONAL/ PROVINCIAL NATIONAL

34 Levels of Stakeholder Engagement LOCAL REGIONAL/ PROVINCIAL NATIONAL

35 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

36 Portage Infrastructure Platforms & Services

37 Portage Infrastructure Platforms & Services Initial focus on the emerging Tri-Agency RDM Policy

38 Portage Responses to Tri-Agency Policy RDM Strategy Template Institutional RDM Strategies Data Management Planning DMP Assistant: National, online, bilingual, Data Management Planning Tool National Repository Options

39 Pillar 1: Institutional RDM Strategies Data Management Planning Curation Expert Groups Data Discovery Preservation Training Research Intelligence Working Groups Dataverse North WG Responsible Research Data Management Practices for Sensitive Data FRDR Service Model WG FRDR Discovery Service WG Institutional RDM Strategies RDM Strategy Template

40 Pillar 1: Institutional RDM Strategies Working Groups Dataverse North WG Responsible Research Data Management Practices for Sensitive Data FRDR Service Model WG FRDR Discovery Service WG Institutional RDM Strategies Expert Groups Strategy Components Data Management Planning Curation Data Discovery Preservation Training Research Intelligence + associated guidance 1. Raise awareness: about benefits of best practices and emerging policy requirements. RDM Strategy 2. Assess institutional readiness: Template to manage and realize the potential of data holdings. 3. Formalize RDM practices: through the development and/or adoption of guidelines, best practices, and policies setting the tone and underscoring institutional commitment and expectations. 4. Define a roadmap: to help with capacity-building over the medium term, to ensure research excellence, efficiency, and transparency.

41 Pillar 2: Data Management Planning Data Management Planning Curation Expert Groups Data Discovery Preservation Training Research Intelligence Working Groups Dataverse North WG Responsible Research Data Management Practices for Sensitive Data FRDR Service Model WG FRDR Discovery Service WG Institutional RDM Strategies

42 Pillar 2: Data Management Planning Data Management Planning Curation Expert Groups Data Discovery Preservation Training Research Intelligence Working Groups Dataverse North WG Responsible Research Data Management Practices for Sensitive Data FRDR Service Model WG FRDR Discovery Service WG Institutional RDM Strategies 34 institutional accounts >2600 registered users 1. Data collection 2. Documentation & metadata Both a tool & a template 3. Backup & storage DMP Assistant Preservation Coming Soon 5. Data sharing & reuse 6. Responsibilities & resources 7. Ethics & legal compliance

43 Migration to a new DMP Codebase Portage DMP Assistant 2.0 Based on single, open-source platform: DMP Roadmap Joint initiative: Digital Curation Centre University of California Curation Centre New features: Provides foundation for machine actionable DMPs Supports DMPs as living documents Supports use of ORCID IDs Includes APIs for creating and sharing DMPs Supports researchers opting in to share their DMP

44 Pillar 3: Data Deposit into a Repository Working Groups Dataverse North WG Responsible Research Data Management Practices for Sensitive Data FRDR Service Model WG FRDR Discovery Service WG Institutional RDM Strategies Expert Groups Data Management Planning Curation Data Discovery Preservation Training Research Intelligence

45 Pillar 3: Data Deposit into a Repository Working Groups Dataverse North WG Responsible Research Data Management Practices for Sensitive Data FRDR Service Model WG FRDR Discovery Service WG Institutional RDM Strategies Expert Groups Data Management Planning Curation Data Discovery Preservation Training Research Intelligence

46 Pillar 3: Data Deposit into a Repository Federated Research Data Repository Main Features: Big Data upload/download Maintains file hierarchies National Discovery Platform National Repository Option Preservation Processing capacity Currently in Limited Production Strategic Relevance Fits into broader Portage vision for Preservation Strategic partnership with Compute Canada (ARC) Fills key gaps in the RDM ecosystem

47 FRDR Limited Production Projects

48 Pillar 3: Data Deposit into a Repository Federated Research Data Repository Main Features: Big Data upload/download Maintains file hierarchies National Discovery Platform National Repository Option Preservation Processing capacity Currently in Limited Production Main Features: Mature platform Widely adopted User-friendly Brandable Possible National Repository Option Currently 7 instances of Dataverse in Canada & 1000 s of data files deposited

49 Dataverses at OCUL Scholars Portal:

50 Dalhousie & Abacus UBC, SFU, UNBC, & UVic

51 Portage RDM Support for Institutions & Researchers Tri-Agencies & Portage Portage Portage RDM Strategy Template National, online, bilingual, Data Management Planning Tool

52 Portage Outreach with Tri-Agencies 5 Cities 14 presentations Broad range of stakeholders Librarians, Library Directors, CIOs, Ethics, Research Services, Deans, VPs Research, & more

53 Portage Outreach with Tri-Agencies 5 Cities 14 presentations Broad range of stakeholders Tri-Agency & Portage 2018 Roadtrip Librarians, Library Directors, CIOs, Ethics, Research Services, Deans, VPs Research, & more

54 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 Federated Architecture

55 Federated Architecture Council of Prairie & Pacific University Libraries Ontario Council of University Libraries 55 Researchers

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

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

58 Federated Architecture National Discovery Layer Metadata harvested into FRDR Portage Portage: Dataverse North Repository Storage Federated Research Data Repository (FRDR) Regional/Institutional instances of Regional/Institutional Repositories Discipline-specific Repositories BIG data Researchers Active Storage Research data & metadata Deposit & Download

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

60 Federated Architecture Archival Storage Preservation Processing via Archivematica Generation of Archival Information Packages (AIPs) Storage in a Network of Preservation Service Providers ONTARIO LIBRARY RESEARCH CLOUD WestVault

61 Data Storage Continuum

62 Data Storage Continuum ACTIVE STORAGE REPOSITORY STORAGE ARCHIVAL STORAGE

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

64 New Portage Working Group Data Management Planning Curation Expert Groups Data Discovery Preservation Training Research Intelligence Working Groups Dataverse North WG Responsible Research Data Management Practices for Sensitive Data FRDR Service Model WG FRDR Discovery Service WG Institutional RDM Strategies

65 Deeper Dive: Research Data Management & Ethics At its core, good research data management is key to ethical research 4th ed. for SYSTAT for Windows, version 8 Stephen M. Smith 1999

66 Deeper Dive: Research Data Management & Ethics At its core, good research data management is key to ethical research Chapter 2. Ethics in Statistical Science The disappearance of primary data from a laboratory is an infraction of basic principles of careful scientific practice and justifies a prima facie assumption of dishonesty or gross negligence th ed. for SYSTAT for Windows, version 8 Stephen M. Smith 1999

67 Deeper Dive: Research Data Management & Ethics Portage Working Group: Responsible Research Data Management Practices for Sensitive Data Membership Membership is drawn from organizations and associations with knowledge of and a vested interest in the ethical use of research data. These include: Canadian Association of Research Ethics Boards (CAREB) Tri-Agency Funders Secretariat on Responsible Conduct of Research Institutional Research Ethics Boards Institutional Offices of Responsible Conduct of Research First Nations Information Governance Centre - OCAP group Research Data Canada Portage University Research Services Advanced Research Computing Statistics Canada Membership from a legal expert in data privacy will also be sought.

68 Deeper Dive: Research Data Management & Ethics Portage Working Group: Responsible Research Data Management Practices for Sensitive Data Background and Mandate The collection, analysis, use, and reuse of research data take place in a complex legal, policy, and societal context involving privacy, intellectual property rights, commercial concerns, and other key ethical issues. A challenge for research is to develop best practices for data management that comply with ethical guidelines, while also allowing research findings to be reproduced and data to be preserved and reused. The work that goes into establishing such best practices is core to Portage and has real implications for the services and platforms offered by Portage. provide practical guidance in managing sensitive data. identify best practices from both the international community and Canadian experiences investigate and address ethical issues surrounding research data. This will help Portage and other organizations develop both practical and policy responses to the RDM needs of Canadian researchers and will contribute to the expertise of the broader RDM community of practice in Canada. Outcomes from this group are anticipated to have value in the research ethics application process and would be integrated into Data Management Plan (DMP) templates on the Portage-supported DMP Assistant.

69 Deeper Dive: Research Data Management & Ethics Portage Working Group: Responsible Research Data Management Practices for Sensitive Data Background and Mandate The collection, analysis, use, and reuse of research data take place in a complex legal, policy, and societal The collection, analysis, use, and reuse of context involving privacy, intellectual property rights, commercial concerns, and other key ethical issues. A challenge for is to develop best practices for data management that comply with ethical guidelines, while also research allowing findings data to take be reproduced place and data in to a be complex preserved and reused. legal, The work that goes into establishing such best practices is core to Portage and has real implications for the services and platforms offered by Portage. policy, and societal context involving privacy, intellectual property rights, commercial concerns, and other key ethical issues. provide practical guidance in managing sensitive data. identify best practices from both the international community and Canadian experiences investigate and address ethical issues surrounding research data. This will help Portage and other organizations develop both practical and policy responses to the RDM needs of Canadian researchers and will contribute to the expertise of the broader RDM community of practice in Canada. Outcomes from this group are anticipated to have value in the research ethics application process and would be integrated into Data Management Plan (DMP) templates on the Portage-supported DMP Assistant.

70 Deeper Dive: Research Data Management & Ethics Portage Working Group: Responsible Research Data Management Practices for Sensitive Data Background and Mandate The collection, analysis, use, and reuse of research data take place in a complex legal, policy, and societal develop best practices for data management context involving privacy, intellectual property rights, commercial concerns, and other key ethical issues. A challenge for research is to develop best practices for data management that comply with ethical guidelines, while also allowing research findings to be reproduced and data to be preserved and reused. The work that goes into that establishing comply such best with practices is ethical core to Portage guidelines, and has real implications while for the services also and platforms offered by Portage. allowing research findings to be reproduced and data to be preserved and reused provide practical guidance in managing sensitive data. identify best practices from both the international community and Canadian experiences investigate and address ethical issues surrounding research data. This will help Portage and other organizations develop both practical and policy responses to the RDM needs of Canadian researchers and will contribute to the expertise of the broader RDM community of practice in Canada. Outcomes from this group are anticipated to have value in the research ethics application process and would be integrated into Data Management Plan (DMP) templates on the Portage-supported DMP Assistant.

71 Priority Outcomes Portage Working Group: Responsible Research Data Management Practices for Sensitive Data Expected Outcomes Tools to help a range of stakeholders, including researchers, administrators, librarians, and policy makers, to better understand the importance of responsible research data management practices, particularly for the use of sensitive data.

72 Priority Outcomes Portage Working Group: Responsible Research Data Management Practices for Sensitive Data Expected Outcomes Tools to help a range of stakeholders, including researchers, administrators, librarians, and policy makers, to better understand the importance of responsible research data management practices, particularly for the use of sensitive data. Working Group outcomes will be grounded in the development of practical deliverables that can be shared, adopted and modified by the broader stakeholder community

73 Four priority outcomes identified Deposit friendly text for ethics applications & informed consent Data access agreements Training materials Environmental scan of best practices for Indigenous data

74 Portage Outreach: with Research Data Canada (CANARIE) Regular updates Steering Committee Advisory Committee Infrastructure Committee CANARIE RDM Fund 74

75 Portage Submissions to CANARIE RDM Consultation identifying gaps Dataverse North & FRDR: Gap: Not all researchers have access to robust Canadian repository services Curation Expert Group: Gap 1: Need to develop a national approach to data curation in Canada Gap 2: Challenges associated with deposit and appropriate sharing of sensitive data Preservation Expert Group: Gap 1: There is no inventory of preserved research datasets across Canada Gap 2: There is a need for a national registry of file format and metadata standard policies Discovery Expert Group: Gap: Shortcomings in the discovery layer of Canadian RDM ecosystem.

76 Collaborative submissions CASRAI: Consortia Advancing Standards in Research Administration Information Gap: Need to better integrate RDM with RMI (Research Management Information). e.g. auto-harvest information from CVs, the need for portable Data Management Plans (DMPs) interfaces to improve interoperability between RMI and RDM systems. need to make the CASRAI Dictionary machine-readable, interoperable, and bilingual need for a federated register of semantic resources to improve system interoperability. Compute Canada: Gap: Need to address management of active data in pre-publication phase of research life cycle

77 Portage Outreach with non-carl Institutions Regular Regional Consortia calls Meetings planned Council of Prairie & Pacific University Libraries Webinar Ontario Council of University Libraries ½-day RDM Workshop Webinar 77

78 Portage Outreach: Fall 2017 September: Portage/RDA RDM Day November: ACCOLEDS RDM at DLI Training, Thompson Rivers U, Kamloops December: RDM at Ontario Regional DLI Training, Ryerson U, Toronto December: Portage update to CODATA Canada [webinar] December: Coalition for Networked Information (CNI) Conference (Donna Bourne-Tyson, Lee Wilson, Washington, DC

79 Portage Outreach: Winter/Spring 2018 January: Ontario Library Association RDM Workshop February: 13 th Annual International Digital Curation Conference (IDCC), Barcelona Spain February: CAUL Forum on RDM [webinar] February: Meetings with ISED, LAC, & NRC regarding RDM March: CODATA Symposium, Gottingen, Germany March: Research Data Alliance (RDA) Conference, Berlin, Germany April: RDC VPR RDM Workshop, Toronto April: CAREB 2018, Montreal April: ISED, Post-budget meeting, Ottawa April: BCNET 2018, Vancouver, BC May: IASSIST 2018, Montreal, QC June: Atlantic Provinces Library Association, Fredericton, NB June: CANHEIT Conference, Vancouver

80 Portage Origins & Progress New Business Models DVN Report Governance CIHR Training Modules BCI MOU 115 Platforms/Services SSHRC DMP Workshop Sensitive Data WG 2018 Outreach COPPUL MOU 2016 Regional Library Consortia Agreements CSA -Life Sciences Portage Day - Toronto Website Launch Institutional Strategy WG 98 Compute Canada/FRDR 15 Second Portage Director 2019 DMP Assistant FRDR Limited Production First Portage Director CARL Approval 2015 Portage Day - Montreal Formative Assessment : Project ARC LCDRI CAUL MOU Dataverse North More to come 2018 OCUL MOU New Governance Model 42

81 Questions? portagenetwork.ca Jeff Moon, Portage Director

82 Click to edit Master title style FRDR Limited Click Production to edit Master Projects subtitle style April /1/17 82

83 FRDR Limited Production Projects Ocean Networks Canada DFO dataset: Ocean Networks Canada was approached by DFO and asked to find an appropriate repository for the ingest and dissemination of several datasets. The datasets consist of physical, chemical, and biological oceanographic data from the Douglas Channel off the coast of BC. The data are highly heterogeneous, covering everything from oxygen concentration to ocean currents to plankton counts, spanning from National Research Council: AI research; data was used as a test case for training a deep neural network to reproduce the results of a partial differential equation (the time independent Schrodinger equation); Quote from the PI: This is a useful dataset to make available to the public because most people in the deep learning community do not have the expertise to generate it. Currently deep learning research tends to focus on datasets which are openly available. In practice, that means a lot of effort is spent on cat images. This would be a new and interesting type of data for the community to work with. Water Institute, University of Waterloo: Based at the University of Waterloo, the Water Institute (WI) facilitates collaboration, supports excellence and promotes innovation in interdisciplinary water research and education. WI includes more than 150 faculty members and 300 students across 19 departments in all six of the University of Waterloo faculties. WI is interested in FRDR as a data publication repository that could be used by all of their members to deposit datasets, especially those related to journal publications. Given the diverse nature of the research conducted under the program, they require a repository that can support a variety of metadata schemas and data types and sizes. In particular, the repository must be able to support data files in the GB to TB range to accommodate datasets associated with numerical modeling.

84 FRDR Limited Production Projects Global Institute for Water Security (GIWS) Based out of the University of Saskatchewan, GIWS is funded through the Canada Excellence Research Chair in Water Security (CERC), a $30-million, joint federalprovincial-university commitment over seven years. Led by Dr. Howard Wheater, one of the world s foremost hydrologists, they are developing the modelling tools, techniques and policies to sustainably manage the world s freshwater resources. They are studying the effects of climate change, water security, land-water management, socio-hydrology, and the sustainable development of natural resources. GIWS required a simple yet reliable way to deposit research data to facilitate its discovery and dissemination. In particular, an early need is to publish data of the Changing Cold Regions Network (CCRN), a collaborative research network bringing together the unique expertise of a team of over 40 Canadian university and government scientists, representing 8 universities and 4 federal government agencies. CCRN s overall aims are to integrate existing and new sources of data with improved predictive and observational tools to understand, diagnose and predict interactions amongst the cryospheric, ecological, hydrological, and climatic components of the changing Earth system.

85 FRDR Limited Production Projects Mountain Legacy Project The Mountain Legacy Project utilizes archival research, repeat photography, and scientific, historical, and cultural analyses of repeated historical survey photographs to assess landscape change in the Canadian Rocky Mountains over the last century. From the 1880 s through the 1950 s surveyors with the Geological Survey of Canada, the Department of the Interior s Dominion Land Survey, and other government departments deployed an effective method of surveying the mountains of Western Canada called phototopographic surveying. These methods left a legacy of systematic photographs with nearly complete coverage of much of the landscape. They offer an unprecedented data set for historical researchers and repeat photographers, providing a rigorous overview of landscape conditions during a period of intense development and ecological transitions. Project members have unearthed a vast collection of systematic phototopographic survey images, maps, and associated information dating back to the late 19th century, and have re-photographed thousands of these images since The Mountain Legacy Project has reached out to the University of Victoria Libraries to help with the secure storage, digital reproduction, and dissemination of its archival photographs. Due to the large file sizes of many of the high resolution images, the University of Victoria is relying on FRDR to help make these unique, invaluable datasets available to researchers worldwide.

86 FRDR Limited Production Projects Stone Tools, Diet and Sociality at the Dawn of Humanity Stone Tools is a multidisciplinary project studying ancient diets, stone tools and sociality in the face of environmental changes at several sites known to be some of the cradles of humanity, including the Olduvai Gorge, a UNESCO World Heritage Site in Tanzania s Ngorongoro Conservation Area, dating back 1.8 million years. This area has been key to understanding evolution of early humans, particularly as it relates to the use of stone tools. This research seeks to explore the correlation between growing aridity and shifting technologies, functionalities, food-processing abilities, diets, and human dimensions contexts. It implements cutting-edge protocols for the analysis of organic remains to achieve a holistic characterization of an ancient technology that integrates surface features such as color, texture, or shape with stone provenance, function, and residue analysis. Through FRDR, the group hopes to make the data underlying its research publications available to other researchers studying similar sites, and to the international research community more generally. The FRDR curation team has also been working with the group to identify and apply standardized metadata to their datasets to encourage discoverability, as well as providing guidance on how they can package subsets of their data for publication.