Portage Progress Report Jeff Moon Director, Portage . CARL Board Meetings Ottawa, November 8, 2017

Progress Summed up in poster developed for CAGS conference…

Federated Research Data Repository Progress Network of Expertise DMP Assistant Training Federated Research Data Repository & Dataverse North

Portage Network of Expertise 6 Expert Groups, with associated working groups Data Management Planning Curation Data Discovery Preservation Training Research Intelligence A number of additional working groups, including: Dataverse North WG FRDR Service Model WG And 2 more coming…

Portage Network of Expertise 2 New Working Groups Draft Tri-Agency funding policy 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. 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.

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

Training: External Training Resource Library

Training: Reports & RDM Primer Coming Soon … RDM 101 Online Training Module Portage DMP Online Training Module

Currently in limited-production… Federated Research Data Repository (FRDR) (DFDR en français) Currently in limited-production… FRDR Goal: supplement existing repository sites and improve discovery Break down repository siloing, avoid being “just another repository” Dataverse – regional presence, easy-to-use Lee Wilson Service Manager

Federated Research Data Repository (FRDR) Limited-production project participants (DFDR en français) CARISMA (Canadian Array for Realtime Investigations of Magnetic Activity) U. Alberta U. Sask $2.4 M SSHRC grant funds international team of experts led by University of Calgary archaeologist in Tanzania’s Olduvai Gorge Archaeologist Julio Mercader is working with a multidisciplinary team of researchers to study ancient diets, stone tools and sociality in the face of environmental changes at several sites known to be some of the cradles of humanity. Photo by Riley Brandt, University of Calgary Mountain Legacy Project: Capturing Change in Canada’s Mountains U. Victoria Stone Tools, Diet, & Sociality at the Dawn of Humanity U. Calgary https://www.facebook.com/OGSDS/photos/a.172692916509354.1073741828.148916232220356/354006195044691/?type=3&theater https://www.facebook.com/BiblioArchives/photos/a.438306146206659.90196.385037108200230/1301748839862381/?type=3&theater https://www.ualberta.ca/faculties/centresinstitutes/isset/research-areas/carisma https://www.usask.ca/water/

‘Big Data’ upload/download Federated Research Data Repository (FRDR) (DFDR en français) NORTH Portage Working Group 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. Main Features: ‘Big Data’ upload/download National Discovery Platform National Repository Option Provides Preservation Pipeline

Opportunities for greater integration & cooperation FRDR & Dataverse North Widely adopted Scholars Portal Abacus Dal/CAUL Others… User-friendly Brandable Scalable Handles ‘Big Data’ Since we have both, it makes sense for Portage to think about how the two platforms complement one another and develop towards a solution that incorporates the best aspects of both, while also respecting the existing repository landscape. Opportunities for greater integration & cooperation

Federated Architecture Council of Prairie & Pacific University Libraries Ontario Council of University Libraries 13

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

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

Next steps… Formative Assessment: We are reviewing the Formative Assessment Report and are working on a strategic response to the report’s 10 recommendations. We plan to share this with the CARL Director’s Portage Steering Committee, and then share more broadly.

Questions? ?

Portage Governance

FRDR Governance