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

2. Progress
Summed up in poster developed for CAGS conference…

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

4. 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…

5. 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.

6. 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

7. Training: External Training Resource Library

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

9. 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

10. 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

11. ‘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

12. 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

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

14. 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

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

16. 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.

17. Questions? ?

18. Portage Governance

19. FRDR Governance