Portage Mandate and DMP Expert Group Collaboration Overview
Explore the collaboration between Portage Mandate and the DMP Expert Group in shaping data stewardship practices in Canada. Learn about partnerships, policy changes, and the next steps in research data management. Discover the key players and processes involved in this innovative initiative.
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Presentation Transcript
DMP Assistant Martha Whitehead, CARL President Chuck Humphrey, Portage Director IDCC 2016/02/25
Outline Portage mandate Platform partnership DMP Expert Group Bilingual collaboration Policy changes and institutional adoption Next steps 2
Portage Mandate The Portage by Winslow Homer, 1897 A library-based network of expertise on research data management, and National platforms for planning, preserving, and discovering research data.
Partnership The University of Alberta Libraries installed an instance of DMP Online during the Spring of 2014 and agreed in December 2014 to host this service as a Portage platform. This partnership led to the formation of a DMP Expert Group in February 2015 to prepare a general data stewardship DMP template in the absence of a DMP requirement by the three primary research funding agencies in Canada. 4
DMP Expert Group A general call was issued with CARL-member institutions for contributors to a DMP Expert Group. Nine data specialists responded and were invited to participate. The project manager for CARL was also a member, making a team of ten. Three of the four Canadian regional library consortia are represented by these nine librarians: three from western Canada, five from Ontario, and one from Quebec. 5
DMP Expert Group 2015 Feb-Sep 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 6
Process 1. Started in February 2015 by establishing terms of reference and setting guiding principles: Promote sound data stewardship practices; Get researchers to respond to template questions by describing the strategies they will use to manage their data; Ensure that the information provided can be re-used in other contexts; Achieve a balance between seeking sufficient information about stewardship, while minimizing the burden on researchers. 7
Process 2. Reviewed international data stewardship best practices to identify the template sections and assigned sections to writing teams. 3. Spent two months writing, reviewing, and modifying questions within the sections of the template. 4. Pilot-tested the questions for clarity and understandability over two months with researchers and data specialists. 5. Translated the full template to French over a two-month period. 6. Developed a communication plan, brand, name, and launch during Open Access week in October 2015. 8
Bilingual partnership U de Montreal colleagues translated the template text and worked with the application analyst to translate all English text in the user interface to French. Two application analysts designed and modified the code to support a multiple-language user interface. 9
Institutional adoption A few Canadian universities have moved ahead to support a research data management policy and are making use of the general data stewardship DMP template. A workshop for university vice-presidents of research in November 2015 resulted in a concordat statement of principles for institutional data management. A Tri-Agency data management working group developed a Statement of Principles on Digital Data Management in January 2016. The Social Science and Humanities Research Council and the Canadian Institutes for Health Research are both initiating pilot projects in 2016 using Portage DMP Assistant. 10
Individual adoption A partnership program to fund research in the digital humanities requires all applicants to submit a DMP. Many graduate students have been early adopters of DMPs, including its use to describe to their defence committees how they will manage their data. 11
Next steps Introduce institutional customisation. Allow local administrators of DMP Assistant to brand their institution s space by editing style sheets (CSS) to change the default colour scheme and by uploading institutional logos. The backend design work is done; coding will happen over the next month. Implement help desk ticketing. Use an online ticketing system (OTRS) to track help requests and to build a database of responses. Examining a triage process to distribute help tickets among experts for answers. Integrate the Canadian Access Federation (shibboleth) user authentication for signing in. Provide training to researchers and librarians involved in the SSHRC and CIHR pilots. Collaborate in the international development of a DMP codebase. 12
Portage DMP Expert Group Portage DMP Expert Group Libraries
