Portage: Organizational Framework, April 2015 (PDF)
Expert Group Publications
Institutional Research Data Management Services Capacity Survey INSIGHTS Report #2 Current Capacity within Institutions: Highly Qualified Personnel, Infrastructure, andServices, by members of the Portage Research Intelligence Expert Group (RIEG), February 2021 (PDF)
Institutional Research Data Management Services Capacity Survey INSIGHTS Report #1 RDM Support within Organizations: Budget, Structure, and Strategies, by members of the Portage Research Intelligence Expert Group (RIEG), June 2020 (PDF)
Institutional Research Data Management Strategy V2.0, by members of the Portage Institutional RDM Strategy Working Group, March 2020 (Template and Guidance). V2.0 supersedes draft 4 (Template and Guidance)
Dataverse North Metadata Best Practices Guide V2.0, by members of the Portage Metadata subgroup of the Dataverse North Working Group, February 2020 (PDF). V2.0 supersedes V1.1 (PDF) and V1.0 (PDF)
Institutional Research Data Management Services Capacity Survey Executive Summary, by members of the Portage Research Intelligence Expert Group (RIEG), January 2020 (PDF)
Institutional Strategy Progress Survey Results, by members of the Portage Research Intelligence Expert Group (RIEG), November 2019 (PDF)
Research Data Preservation in Canada, by members of the Portage Preservation Expert Group, May 2018 (PDF)
Dataverse North Working Group: Year 1 Recommendations, by members of the Dataverse North Working Group, March 2018 (PDF)
Recommendations for a National Dataverse Service, by members of the Portage Dataverse North Working Group’s Business Models Subgroup, February 2018 (PDF)
Metadata for Discovery : Disciplinary Standards and Crosswalk Progress Report, by members of the Portage Data Discovery Expert Group – Metadata Working Group, September 2017 (PDF)
Collections Development Working Group : Phase One Report, by members of the Portage Data Discovery Expert Group – Collections Development Working Group, August 2017 (PDF)
Research Data Management Training Landscape in Canada,by members of the Portage Training Expert Group, January 2017 (PDF)
Research Data Discovery and the Scholarly Ecosystem in Canada, by members of the Portage Data Discovery Expert Group, July 2016 (PDF)
DMP Assistant Institutional Customization Guide 1.0, by members of the Portage DMP Customization Working Group (a subset of the Portage DMP Management Expert Group), July 2016 (PDF) (HTML)
Selected Portage Papers and Presentations
Portage Network Poster, presented at the Canadian Association of Graduate Studies Annual Conference, November 2017 (PDF)
Portage Progress Report, presented at the Canadian Association of Research Libraries 2017 Fall Meeting, November 2017 (PDF)
The SSHRC DMP Workshop: A Final Report, by Chuck Humphrey, Director of the Portage Network, March 2017 (PDF)
Towards a Collaborative National Research Data Management Network, paper presented at International Digital Curation Conference by Chuck Humphrey, Kathleen Shearer and Martha Whitehead, February 2017 (PDF)
Multi-Stakeholder Engagement in Research Data Management, paper presented at IATUL Conference by Martha Whitehead and Donna Bourne-Tyson, June 2016 (PDF)
Research Data Management: Proposed Coordination Project (Presentation), May 2013 (PDF)
Portage Policy Responses
Portage Brief to the INDU Committee on Text and Data Mining, December 2018 (PDF)
Portage Comments on Draft Tri-Agency Research Data Management Policy, July 2018 (PDF)
Portage Network Response to Industry Canada’s Consultation on Developing a Digital Research Infrastructure Strategy, September 2015 (PDF)
CARL Response to the Draft Tri-Agency Statement of Principles on Digital Data Management, September 2015 (PDF)
Portage and RDM in Canada - RDA 10th Plenary Collocated Event, Montreal, QC - Presentation Slides
Tri-Agency Data Management Policy Initiative, Matthew Lucas (Social Sciences and Humanities Research Council), September 18 2017 (PDF)
Research Data Management: A Researcher’s Point of View, Lyne Da Sylva (Université de Montéal), September 18 2017 (PDF)
Portage and RDM in Canada: Round Table Discussion of the Portage Council of Chairs, September 18 2017 (PDF)
Portage and Data Management Plans in Canada: Policies, Templates and Platforms, Jeff Moon (Portage) and Jane Fry (Carleton University), September 18 2017 (PDF)
Portage Research Data Management Platforms: Dataverse North and the Federated Research Data Repository (FRDR), Amber Leahey (Scholar’s Portal), Lisa Goddard (University of Victoria), Todd Trann (Compute Canada), and Lee Wilson (Portage/ACENET), September 18 2017 (PDF)
Papers and Publications of the CARL Data Management Sub-Committee (2008-2013)
Facilitation, Collaboration and Cooperation: A Canadian Research Data Management Network, December 2013 (PDF)
Building Research Data Management Infrastructure in Canada from the Bottom-up (PDF)
Briefing Session on Research Data Management, May 2012 (PDF)
Addressing the Research Data Gap: A Review of Novel Services for Libraries March 2010 (PDF)
Research Data: Unseen Opportunities (brochure, PDF)
Research Data : Unseen Opportunities Awareness Toolkit developed for the CARL Data Management Sub-Committee (PDF)
Preserving and Sharing Research Data to Advance Learning, Discovery and Knowledge, Congress 2009 Handout (PDF)
Survey of Canadian and International Data Management Initiatives: Working Paper, April 2008 (PDF)
Additional Resources
Comprehensive Brief on Research Data Management Policies (prepared by Kathleen Shearer, Consultant) (PDF)
Preserving Research Data in Canada: The Long Tale of Data (Chuck Humphrey, Portage Director) (blog)
Canadian Community of Practice for Research Data Management in Libraries (blog)
