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Publications

The full collection of Portage Network publications is available in the Portage Network Zenodo community.

Expert Group Publications

Curation Expert Group

  • Conceptualizing a National Approach to Data Curation Services in Canada. June 2020 PDF
  • Toward a Data Curation Network in Canada: Outcomes of the Canadian Data Curation Forum. February 2020 PDF

Data Management Planning Expert Group

Data Repositories Expert Group

  • Repository Options in Canada: A Portage Guide. June 2019 PDF

Dataverse North Working Group

  • Dataverse North Metadata Best Practices Guide V2.0. February 2020 PDF
  • Repository Options in Canada: A Portage Guide. June 2019 PDF
  • Dataverse North Working Group: Year 1 Recommendations. March 2018 PDF
  • Recommendations for a National Dataverse Service. February 2018 PDF

Discovery and Metadata Expert Group

  • Metadata for Discovery : Disciplinary Standards and Crosswalk Progress Report. Metadata Working Group. September 2017 PDF
  • Collections Development Working Group : Phase One Report. Collections Development Working Group. August 2017 PDF
  • Research Data Discovery and the Scholarly Ecosystem in Canada. July 2016 PDF

National Training Expert Group

See Training Resources for more resources.

  • Portaging the landscape: Developing and delivering a national RDM training infrastructure in Canada. June 2017 PDF
  • Research Data Management Training Landscape in Canada. January 2017 PDF

Preservation Expert Group

  • Preservation for Dataverse in Canada: Recommendations Report. June 2021 PDF
  • Research Data Preservation in Canada. May 2018 PDF

Research Intelligence Expert Group

  • Institutional Research Data Management Services Capacity Survey INSIGHTS Report #3 Future of Institutional RDM Support: Required Resources, Investments, Challenges and Accelerators. May 2021 PDF
  • Institutional Research Data Management Services Capacity Survey INSIGHTS Report #2 Current Capacity within Institutions: Highly Qualified Personnel, Infrastructure, and Services. February 2021 PDF
  • Institutional Research Data Management Services Capacity Survey INSIGHTS Report #1 RDM Support within Organizations: Budget, Structure, and Strategies. June 2020 PDF
  • Institutional Research Data Management Services Capacity Survey Executive Summary. January 2020 PDF
  • Institutional RDM Strategy Survey – Summary of Results. November 2019 PDF
  • Roadmap of Research Priorities. July 2019 PDF

Sensitive Data Expert Group

  • Sensitive Data Toolkit for Researchers Part 1: Glossary of Terms for Sensitive Data used for Research Purposes. September 2020 PDF
  • Sensitive Data Toolkit for Researchers Part 2: Human Participant Research Data Risk Matrix. September 2020 PDF
  • Sensitive Data Toolkit for Researchers Part 3: Research Data Management Language for Informed Consent. September 2020 PDF

 

Past Groups

Institutional RDM Strategy Working Group

See Institutional Strategies for more resources.

  • Institutional Research Data Management Strategy Template. March 2020 PDF
  • Institutional Research Data Management Strategy Guidance. March 2020 PDF

Progress Reports (2014-2019)

  • Portage Progress Report. July 2019 PDF
  • Portage Progress Report. April 2019 PDF
  • Portage Progress Report. January 2019 PDF
  • Portage Progress Report. October 2018 PDF
  • Portage Progress Report. July 2018 PDF
  • Portage Progress Report. April 2018 PDF
  • Portage Progress Report. January 2018 PDF
  • Portage Progress Report. October 2017 PDF
  • Portage Progress Report. April 2017 PDF
  • Portage Update. February 2017 PDF
  • Federated Research Data Repository Project Update. January 2017 PDF
  • Portage Update. April 2016 PDF
  • Portage Update. May 2015 PDF
  • Portage Update. December 2014 PDF
  • Portage Brief for CARL Directors. November 2014 PDF

Strategic Documents

  • Portage Business Plan: 2017 and 2018 PDF
  • Formative Assessment of Portage Network Summary Report. December 2017 PDF
  • Portage: Organizational Framework. April 2015 PDF

Policy Documents

  • 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
  • Comprehensive Brief on Research Data Management Policies, by Kathleen Shearer. April 2015 PDF

Select Papers and Presentations

  • CARL and Portage Response to Data Repository Selection Criteria That Matter. January 2021  PDF
  • The SSHRC DMP Workshop: A Final Report, Chuck Humphrey. March 2017 PDF
  • Towards a Collaborative National Research Data Management Network, International Digital Curation Conference, Chuck Humphrey, Kathleen Shearer and Martha Whitehead. February 2017 PDF
  • Multi-Stakeholder Engagement in Research Data Management, IATUL Conference, Martha Whitehead and Donna Bourne-Tyson. June 2016 PDF
  • Research Data Management: Proposed Coordination Project. May 2013 PDF

Portage and RDM in Canada – RDA 10th Plenary, September 2017

  • Tri-Agency Data Management Policy Initiative, Matthew Lucas (Social Sciences and Humanities Research Council) PDF
  • Research Data Management: A Researcher’s Point of View, Lyne Da Sylva (Université de Montéal) PDF
  • Portage and RDM in Canada: Round Table Discussion of the Portage Council of Chairs PDF
  • Portage and Data Management Plans in Canada: Policies, Templates and Platforms, Jeff Moon (Portage) and Jane Fry (Carleton University) 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) 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 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. September 2009 PDF
  • Survey of Canadian and International Data Management Initiatives: Working Paper. April 2008 PDF