1. CFI John R Evans Leaders Fund Digital Data Management

2. Who Should Be Concerned About This?
ALL CFI APPLICANTS
Although data management planning is not required by the CFI, recent CFI and Tri-Agency Statements indicate that this will be something that the CFI will expect applicants to consider during proposal development

3. CFI Report and Tri-Agency Statement on Digital Data Management
The CFI released the report Developing a Digital Research Infrastructure Strategy for Canada in 2015
The Tri-Agency released the Statement of Principles on Digital Data Management in 2016
The CFI report and Tri-Agency Statement align with other national endeavours, relating to data management including the Government of Canada’s Action Plan on Open Government (2014)
CFI and Tri-Agency expectations:
Researchers should follow data management planning standards for collection and storage of digital data, metadata, and the preservation, retention and sharing of data and metadata
All stakeholders (researchers, research communities, research institutions and research funders) are responsible for ensuring these expectations are met

4. What is a Data Management Plan?
A formal document
Describes how data will be managed both during and after the active phases of a research project
Goal of a data management plan is to consider the many aspects of data management before a research project begins

5. General Components of a Data Management Plan
Data Collection
What type of data will be collected?
Interim file storage and transfer procedures
Data organization (file naming and versioning)
Data Sharing and Reuse
Will data be shared and, if so, in what form?
How will data be shared?
Are restrictions required on data access, or will it be open access?
Documentation
Study and data level documentation
Metadata standards
Storage and Backup
How will data be stored/backed up?
Security considerations for sensitive data
Preservation
Will data be preserved or destroyed? Where will data be preserved?
Data cleaning, normalization and de-identification processes
Responsibilities and Resources
Who is responsible for data management during the project?
What happens when personnel changes occur, or if PI leaves institution before the project concludes?
Who is responsible for data sharing and preservation after the project concludes?

6. Data Management Planning Resources
Portage Network
National research data management (RDM) network
Launched by the Canadian Association of Research Libraries (CARL) in 2015
Provides:
Network of Expertise
Access to a network of resources, tools and experts for RDM
DMP Assistant
A gold standard platform for developing data management plans

7. Data Management Planning Resources
Portage Network – DMP Assistant
Web-based, bilingual tool
Walks users step-by-step through key research data management questions
Provides guidance and examples
Produces living data management planning documents that can be revisited during active research
Can store multiple data management plans
Provides for shared access to data management plans

8. Data Management Planning Resources
Dataverse
Open source software
Means of sharing data
Researchers have full control over who will have access to the data
Can provide open access to data, or restrict access
Generates a data citation for each study housed within it
Creates DOIs for data files
Unbreakable permanent link to data
Enables research studies to be described using international (DDI) metadata standard

9. Data Management Planning Resources
Education and Research Archive
Open access platform for accessing intellectual output of the University of Alberta
Theses
Reports
Published journal articles
Books and book chapters
Research datasets
etc.
Easy and convenient solution

10. Data Management Planning Resources
University of Alberta Libraries
Research Data Management Resources:
Contact:
James Doiron – Research Data Management Services Coordinator