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DI Summit 2014 An Overview from the Study Team. The Team  Janet Halliwell  Dennis Rank  Greg Jodouin Role  Consultations and review of background.

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Presentation on theme: "DI Summit 2014 An Overview from the Study Team. The Team  Janet Halliwell  Dennis Rank  Greg Jodouin Role  Consultations and review of background."— Presentation transcript:

1 DI Summit 2014 An Overview from the Study Team

2 The Team  Janet Halliwell  Dennis Rank  Greg Jodouin Role  Consultations and review of background  Preparation of catalytic background papers  Website and engagement

3  Environmental scans: ◦ International ◦ Canada  Acronyms (!)  Draft Policy Framework  Think piece – Roadmap  Also  From the TC3+ the consultation paper and a synthesis of the responses



6  Data Summit 2011 – comprehensive gaps analysis, national data strategy and critical next steps  DI Summit 2012 – principles, agreed cooperative approach, formation of the Leadership Council  Stakeholders step up to the plate and demonstrate engagement & commitment: ◦ Research Data Canada implements an intensive program ◦ Diverse local and regional initiatives (e.g. OCUL and West) ◦ CARL initiates plan for a Research Data Management Network ◦ Compute Canada completes the pan-Canada consultation  Emerging policy - the TC3+ consultation paper  DI Summit 2014 - extraordinary response to call for participation

7  National DI initiatives have been framed by government policies – e.g. there is a significant “top down” approach that in turn engenders a bottom up response and engagement.  All recognize the need for multiple stakeholders to be engaged and the concomitant need for co- ordination.  From an early focus on physical infrastructure, the international DI discourse has increasingly used the lens of data as a national asset.

8  Culture of collaboration – e.g. 34 organizations actively engaged in RDC  Support for and recognition of the importance of research infrastructure  Established service providers in CANARIE and Compute Canada  The TC3+ leadership on RDM  A recent (and still nascent) coordination mechanism in the LC  Provincial interest in the critical role of DI in their jurisdictions

9  No policy framework  Imbalances in attention  Inadequacy and asymmetries of planning & financing mechanisms for generic DI  Research data management hampered by culture and paucity of “infrastructure”  Difficult to support people as infrastructure  Paucity of tool development (with some notable exceptions)

10  A stronger innovation system, value produced from data accessibility and reuse  Better tools for research and potential marketable products  Implementation of rewards and incentives for good RDM  New relationships that strengthen research  Benefits from better means of learning from and sharing of regional experiments  Extracting more benefit from int’l activities (e.g. RDA)

11  Complacency  No locus of coordination  Insufficient leadership  No advances on a policy framework  Undue resistance to TC3+ leadership on RDM initiatives  Lack of commitment to shared responsibility

12 Governance/coordination ◦ Many and diverse stakeholders ◦ Without increased collaboration and coordination, we risk fragmented approaches, sub-optimal alignment of activities and investments, and serious gaps in the digital infrastructure

13 Policy and planning framework ◦ We lack a cohesive national policy that provides an integrated planning and funding framework for all the elements of the DI ecosystem ◦ Policy frames strategies and tactics ◦ Service providers at risk, including those who steward research data ◦ One major change on the horizon – the TC3+ policy framework for RDM

14 Data management ◦ Research data management may be the weakest link in the Canadian DI landscape, despite the massive increases in the amount of data being created daily through the research process. ◦ Two closely aligned bottom up developments of importance - the work of Research Data Canada and the new initiative being spearheaded by CARL

15  The voice of the community (Greg Jodouin)  The path forward (Dennis Rank)

16  DI Summit 2012 —> someone is needed to represent entire DI ecosystem  Several strong champions for DI; yet they represent distinct components (discreet mandates, stakeholders)  LCDI was established to be the voice of the DI community as a whole —> A holistic mandate: ◦ broad, diverse and cross-sectoral ◦ organizations as well as individuals ◦ established as well as emerging ◦ direct and indirect interests  Work still needs to be done to more broadly encompass the data component and emerging sectors (e.g. humanities, social sciences, the arts)

17  As a new entity, LCDI’s challenge was to establish its legitimacy and mandate to engage the broader DI community  1 st step - to create a presence to facilitate engagement: ◦ New bilingual website ◦ Logo and organizational identity ◦ Raising awareness levels  Engagement Efforts: ◦ Identification of the stakeholders that make up the DI community and continuous efforts to build-up that network ◦ Leveraging existing communications channels and networks of LCDI participants (newsletters, web, social media, events, etc.) ◦ Email blasts to as diverse a set of stakeholders as possible ◦ ‘Have Your Say’ Crowdsourcing campaign (over 1300 participants) ◦ Op/Ed contributions, such as Re$earch Money ◦ Input into other consultative activities (TC3+; S&T Strategy Renewal) ◦ Ongoing communications with Government and other influencers

18 > Developing messaging that resonates with a broader audience (simplifying the DI story) > Expanding the DI network (identifying new stakeholders to engage) > Creating tools to facilitate engagement (e.g., web-based interactions, newsletters, social media, events, etc.) > Frequently, widely communicating progress/next steps > Ongoing interactions with government, the funders, policy-makers and key influencers > And MOST importantly: Providing continued opportunities for feedback on broad topics, open to entire DI community

19  A concrete action plan needs to be developed.  This plan needs to have explicit leadership, roles, responsibilities, deliverables, and timelines.  “The buck stops here” in terms of identifying how DI will be designed and implemented.  We are asking you to commit!

20  The most critical issue is to identify WHO leads DI, and HOW it operates.  It will be a collaborative coalition of some form, e.g.: ◦ The LCDI in more or less its current form, perhaps with different and/or additional players ◦ Something new, envisioned here  It will provide high level liaison, coordination, planning, monitoring, reporting, oversight, and feedback to the community. ◦ It will NOT be a governing or management body, but one with “moral authority”.

21  The LCDI/Coalition cannot (and should not) attempt to design all DI aspects  Working groups are suggested for items that the community consultations have identified as critical pieces to design/fix in Phase I: ◦ Refine the DI funding system ◦ Address weaknesses in data management ◦ Articulate the value propositions upstream and downstream, and for all Canadian stakeholders

22  Strong engagement of government and the private sector is required ◦ Governments to lay out high level policy and funding frameworks ◦ The private sector will eventually gain enormous innovation advantages from the research findings  Expertise, skills development, and user assistance will be crucial pieces.  Software and middleware tool development.  Open communications and engagement throughout the communities using DI.

23  Assuming acceptance of ◦ The problem statement ◦ We have had enough discussion about problems; need to turn to actions to address ◦ The urgency  We need the items on the following slides from you

24  What are the top 5 issues that need to be addressed: ◦ By you as action items ◦ As recommendations to TC3+ and/or government  How should key stakeholders act together for ongoing coordination and integration: ◦ Who should be in the LCDI/Coalition (or ???) ◦ How should it operate? ◦ NOTE: this goes beyond the excellent existing cooperation among agencies

25  How do we develop the Policy Framework: ◦ What is the role of the Policy Framework? ◦ Who is drafting it, who is reviewing it?  E.g., IC, in consultation with TC3+ and the LCDI/Coalition  What are the key elements of the Roadmap: ◦ Near-term actions and Working Groups ◦ Recommendations to TC3+ and government  E.g., appropriate funding mechanisms, developed in consultation with LCDI  What do you and/or your organization commit to doing?

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