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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
http://reseauportage.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