Principles and Operational Guidelines

Portage Principles

The work of Portage is guided by a number of fundamental principles:

  • Research data are a public good
  • Intelligent access: openness, with respect for privacy
  • Collaborative approaches: cost savings and shared expertise
  • Inclusiveness: aim to serve all researchers and to create a more level playing field
  • Commitment to standards and interoperability
  • International relationships: liaise internationally and ensure Portage’s work keeps pace with international practices
  • Respect for differences: flexibility to meet the needs of different regions, institutions, and disciplines
  • Open source: tools will be contributed back to the community
  • Stewardship: a sense of responsibility for managing research data over the long term

Please also consult the Training Principles of the Portage Training Expert Group in research data management.

Portage Operational Guidelines

  1. CARL and its members have governance roles in the Portage Network.
  2. As one component in a larger digital research infrastructure that supports research data management in Canada, Portage will coordinate services and collaborate with other stakeholders to develop a sustainable and coherent national research data management environment.
  3. Significant in-kind contributions will be made by university libraries. As an extension of their operations, participating libraries will provide staff and infrastructure support for both the network of expertise and national platforms for data management plans, preservation, and discovery.
  4. Portage will work with other research infrastructure providers, such as Compute Canada, CANARIE, and others, to establish in-kind storage capacity for research data and to provide support for national platforms for data management plans, preservation, and discovery.
  5. Administrative support for Portage and the Portage Director will be coordinated through the CARL office and a “host institution”.
  6. Portage will coordinate the connection of its national platforms with data repositories from other institutions and research organizations through the adoption of community-based standards.


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