Portage

Supporting Canadian innovation

through shared expertise and stewardship of research data

CASRAI ReConnect15Jeff Moon, Chair, Portage DMP Experts Group

October 27, 2015

The Portage by Winslow Homer 1897

Libraries

Portage DMPExpert Group

A web-based, bilingual data management planning tool made available to all researchers in Canada

through the Portage network

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So why do we need this tool?

We don’t have a Delorean Time Machine to send research data into the future…

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Planning IS

important!

There

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Here

1. Data Collection2. Documentation & Metadata3. Storage & backup 4. Preservation5. Data Sharing & Reuse6. Responsibilities & Resources 7. Ethics & Legal Compliance

Libraries

Portage DMPExpert Group

Portage DMP Expert Group

Eugene Barsky, UBC

Jay Brodeur, McMaster

Talia Chung, UOttawa

Carla Graebner, SFU

Alex Guindon, Concordia

Chuck Humphrey, UAlberta

Amber Leahey, Scholars Portal

Jeff Moon (Chair), Queens

Carol Perry, Guelph

Kathleen Shearer, CARL

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Started February 2015

12 teleconferences between February and October

03 February27 February12 March27 March13 April29 April20 May17 June08 July09 September23 September07 October

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Process:

03 February27 February12 March27 March13 April29 April20 May17 June08 July09 September23 September07 October

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Establish Terms of Reference

Process:

03 February27 February12 March27 March13 April29 April20 May17 June08 July09 September23 September07 October

Set Guiding Principles: Sound data

stewardship practices

Take an approach that assists researchers develop strategies to address questions

Ensure that information can be re-used in other contexts

Achieve a balance between seeking sufficient information to ensure stewardship, while minimizing the burden on researchers

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Process:

03 February27 February12 March27 March13 April29 April20 May17 June08 July09 September23 September07 October

Assign Template Sections1. Data Collection – Eugene, Carol, Jay2. Doc & Metadata – Talia, Carol, Amber3. Storage & backup – Jay, Carla4. Preservation – Carla, Eugene5. Data Sharing & Reuse – Alex, Jeff6. Responsibilities & Resources – Chuck, Carla, Amber7. Ethics & Legal Compliance – Jeff, Chuck, Talia

Plan for translation

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Process:

03 February27 February12 March27 March13 April29 April20 May17 June08 July09 September23 September07 October

Work through template sections

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Process:

03 February27 February12 March27 March13 April29 April20 May17 June08 July09 September23 September07 October

Establish timelines for migration to DMP tool,

user testing, translation…

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Process:

03 February27 February12 March27 March13 April29 April20 May17 June08 July09 September23 September07 October

Sign-off on template sections

Migrate into DMP tool

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Process:

03 February27 February12 March27 March13 April29 April20 May17 June08 July09 September23 September07 October

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Process:

03 February27 February12 March27 March13 April29 April20 May17 June08 July09 September23 September07 October

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Develop Communication Plan

Finalize tool

Process:

03 February27 February12 March27 March13 April29 April20 May17 June08 July09 September23 September07 October

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Approve Name & Logo

Prepare for launch

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Launch!

http://portagenetwork.ca

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Summary of DMP Sections and related questions

- 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 long-term access to the data?

- What 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?

Data Collection

Collecting information& ‘Educating’ Researchers

TIPS: Not all questions will apply to all research projects. Researchers are encouraged to answer the questions relevant to their work. Researchers should revisit the tool throughout their research to review or complete their responses.

What types of data will you collect, create, link to, acquire and/or record?

Helps collaborators share ideas and

feedback when co-writing plans…

Add collaboratorsSet permissions

Ethics

KnowledgeMobilization

Publishers

Research Data Services

Funding Agencies

University Research Services

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For more information, contact

Chuck Humphrey, Portage Director

Kathleen Shearer, Research Associate, CARL

Jeff Moon, Chair, DMP Expert Group

Libraries

Portage DMPExpert Group