The Portage Network offers a range of training materials – everything from one-page guides to online training modules and videos – that span the research data life cycle.
With the assistance of the Portage National Training Expert Group, the Portage Network of Experts continues to develop new bilingual training aids and online modules to support a community of practice for research data management in Canada.
These materials are intended for researchers, library data specialists, research data managers, and discipline and functional experts across the research data landscape. All training resources created by Portage are licensed under CC BY-NC 4.0 and are free to share and adapt for your own needs.
If you have questions about developing RDM training at your institution or would like assistance with creating in-person or online training resources or opportunities, please contact portage@engagedri.ca.
Brief Guides
- Brief Guide – Create an Effective Data Management Plan
- Brief Guide – Data Curation
- Brief Guide – Data Management Plan
- Brief Guide – Dataverse Metadata
- Brief Guide – FRDR
- Brief Guide – Institutional Strategies
- Brief Guide – Research Data Management
Primers
- Primer – Curation
- Primer – Data Management Plan
- Primer – Dataverse
- Primer – FRDR
- Primer – Institutional Strategies
- Primer – Research Data Management
Training Modules
Dataverse 101
This training module provides an overview of the purpose, importance, and benefits of sharing research data, as well as an overview of the Dataverse repository platform and its key features. Created by the Dataverse North Working Group.
Research Data Management (RDM) 101
These modules include an overview of research data and RDM, the research data life cycle, and Canadian RDM policies.
- Module 1: Background and Learning Objectives
- Module 2: What is RDM (Research Data Management)?
- Module 3: Canadian Policy Review
- Module 4: Steps Towards Good Research Data Management
Research Data Repositories 101
These modules will help users learn about the role that research data repositories play in good RDM, and in meeting the requirements of the Tri-Agency RDM Policy.
- Module 1: Background and Learning Objectives
- Module 2: What are Research Data Repositories?
- Module 3: Types of Research Data Repositories
- Module 4: TRUST and FAIR Principles for Research Data Repositories
- Module 5: Research Data Policies Landscape: Funders’, Publishers’, and Institutional
- Module 6: Glossary of Terms
- Module 7: Test Your Knowledge!
Training Videos
DMP Assistant Tutorial Series – Playlist
This video series is designed to familiarize researchers and those supporting them with DMPs and the DMP Assistant tool.
Get Started With FRDR – Playlist
This video series is designed to help you get started with the Federated Research Data Repository (FRDR) and learn the basics of using the service, setting up an account, and using Globus File Transfer to upload and download datasets.
Institutional Research Data Management Strategies – Playlist
This video series is designed to help you through the process of creating or refining an institutional RDM strategy.
Webinars
Portage Webinars
RDM and Metadata for Discovery: What’s in it for Researchers? — Alicia Urquidi Díaz, Research Associate, International Technology Office (ITO) of the World Data System (WDS) (May 19, 2021)
> Recording > Slides > Details
Support Your Research with DMP Assistant 2.0! — Robyn Nicholson, Data Management Planning Coordinator, Portage (March 30, 2021)
> Recording > Slides > Details
Support Your Research with Data Management Planning! — James Doiron, Research Data Management Services Coordinator, University of Alberta Library (March 23, 2021)
> Recording > Slides > Details
Certify Your Data Repository – Get the Support of a Cohort! — Reyna Jenkyns, Ocean Networks Canada; Rebecca Koskela, Research Data Alliance US; Karine Burger, Portage (February 24, 2021)
> Recording > Slides > Details
Introduction to FRDR Curation — Erin Clary, Portage Curation Coordinator; Nichole DeMichelis, Portage Curation Officer; Yvette Rancourt, Portage Curation Officer; Subhanya Sivajothy, Portage Curation Officer (February 10, 2021)
> Recording > Slides (English) (French) > Details
Introduction to FRDR — Lee Wilson, Portage Service Manager, Erin Clary, Portage Curation Coordinator, Beth Knazook, Portage Preservation Coordinator, Kelly Stathis, Portage Discovery and Metadata Coordinator (February 3, 2021)
> Recording > Slides (English) (French) > Details
Schema.org for Research Data Managers — Chantelle Verhey, Research Associate at World Data System-International Technology Office and Adam Shepherd, Technical Director for the Biological and Chemical Oceanography Data Management Office at Woods Hole Oceanographic Institution (January 20, 2021)
> Recording > Slides > Details
Put Your Work Twenty Times Upon the Anvil: the Challenges of RDM Training — Jonathan Dorey, École nationale d’administration publique (ENAP), Institut national de la recherche scientifique (INRS) and Université TÉLUQ in Montréal (January 12 and 13, 2021)
> Recording (English) Recording (French) > Slides (English) (French) > Details
Building RDM Across an Institution: The UBC Library / Advanced Research Computing (ARC) Partnership — Nick Rochlin, University of British Columbia; Doug Brigham, University of British Columbia; Megan Meredith-Lobay, University of British Columbia and Compute Canada (December 1, 2020)
> Recording > Slides > Details
An Introduction to the Compute Canada Federation — Megan Meredith-Lobay, UBC, Compute Canada; Sergiy Stepanenko, University of Saskatchewan, Compute Canada; Lydia Vermeyden, ACENET (Nov 25, 2020)
> Recording > Slides > Details
What are we DOIng about Dynamic Data at Ocean Networks Canada? — Reyna Jenkyns, Chantel Ridsdale, and Melissa Cuthill, Ocean Networks Canada (Nov 24, 2020)
> Recording > Slides > Details
Our Common Water Future: Open Data Sharing to Advance Research and Environmental Stewardship — Carolyn DuBois and Patrick LeClair, The Gordon Foundation (November 18, 2020)
> Recording > Slides > Details
Using the Open Science Framework to Enhance Your Research Projects — Kevin Read, University of Saskatchewan (November 3, 2020)
> Recording > Slides > Details
Full Spectrum Environmental Data Management – A WISKI & Web Portal Overview — Stephen Elgie, KISTERS (October 27, 2020)
> Details
Look Before You Leap: Adventures in Curating and Preserving Research Data — Shahira Khair, University of Victoria, Grant Hurley, Scholars Portal (October 20, 2020)
> Recording > Slides > Details
5 Reasons Why You Should Know the CaSPAr and CUIZINART — Juliane Mai, University of Waterloo (October 14, 2020)
> Recording > Slides > Details
Data Summaries: Distilling Best Practices — Dan Phillips, Dalhousie University (October 7, 2020)
> Recording > Slides > Details
Enhancing Collaboration and Reproducibility Using GitHub — Jay Brodeur, McMaster University (October 6, 2020)
> Recording > Slides > Details
Beginning with the End in Mind — Krysha Dukacz, Global Water Futures and Erin Clary, Portage (September 29, 2020)
> Recording > Slides > Details
(Some) Research Data Management Best Practices! — James Doiron, University of Alberta, and Jane Fry, Carleton University (September 16, 2020)
> Recording > Slides > Details
Enabling Painless Reuse of Shared Research Data and Code – Ana Trisovic, Institute for Quantitative Social Science (IQSS), and Qian Zhang, University of Waterloo (August 25, 2020)
> Recording > Slides > Details
The Canadian Integrated Ocean Observing System (CIOOS) – Jeff Cullis, CIOOS Atlantic, Reyna Jenkyns, Ocean Networks Canada and CIOOS Pacific, and Lydia Ross, CIOOS Atlantic (July 28, 2020)
> Recording > Slides > Details
Research Data Management in Canada: Perceptions and Practices Across the Disciplines – Melissa Cheung, University of Ottawa, Alexandra Cooper, Queen’s University (July 21, 2020)
> Recording > Slides > Details
Reducing Risk: An Introduction to Survey Data Anonymization – Kristi Thompson, Western University (July 7, 2020)
> Recording > Slides > Details
Tech Tools for RDM Showcase – Meghan Goodchild, Queen’s University and Scholars Portal, Alex Garnett, Simon Fraser University, and Dr. Tim Vines, DataSeer (June 16, 2020)
> Recording > Slides (DataSeer) (Data Curation Tool) (Radiam) > Details
Research Data Preservation in Canada – Beth Knazook, Portage, Corey Davis, University of Victoria and CARL, Jonathan Dorey, Institut national de la recherche scientifique (June 9, 2020)
> Recording > Slides > Details
Where is all of the Research Data? – Kevin Read, University of Saskatchewan (June 2, 2020)
> Recording > Slides > Details
Surveying Institutional Preparedness for Research Data Management – Shahira Khair, University of Victoria, Alexandra Cooper, Queen’s University, and Dylanne Dearborn, University of Toronto (May 26, 2020)
> Recording > Slides > Q & A > Details
Statistics Canada RDC Alternatives: Doing Research Under COVID-19 – Elizabeth Hill, University of Western Ontario, and Kristi Thompson, University of Western Ontario (May 20, 2020)
> Recording > Slides > Details
Introduction to Geodisy an Open-source Spatial Discovery Platform – Eugene Barsky, Head of Research Commons at UBC, Mark Goodwin, Metadata Coordinator for the Geodisy project, UBC, and Paul Dante, primary software developer on the Geodisy project, UBC (May 5, 2020) > Recording > Slides > Details
An Introduction to MERIDIAN and the MERIDIAN Discovery Portal – Casey Hilliard, Senior Data Manager, MERIDIAN, Kim Mortimer, Data Manager, MERIDIAN and Sarah Vela, Data Manager, MERIDIAN (April 28, 2020)
> Recording > Slides > Details
Teaching RDM in an Online Environment: Best Practices and Support – Melanie Parlette-Stewart, Training Coordinator for Portage Network and Nick Rochlin, RDM Specialist in UBC’s Advanced Research Computing (ARC) team (April 21, 2020)
> Recording > Slides > Details
NDRIO Update with Ghilaine Roquet – Ghilaine Roquet, Interim Director, Planning and Operations at the New Digital Research Infrastructure Organization (NDRIO) (April 7, 2020)
> Recording: English and French > Slides: English and French > Details
Data Management and the Transition to NDRIO – Jeff Moon, Portage Network (March 31, 2020)
> Recording > Slides > Details
Data Management Strategies: Preparing Your Institution: Jasmine Hoover, Scholarly Resources Librarian, Cape Breton University; Erin MacPherson, Research Data Management Librarian, Dalhousie University; Maggie Neilson, Academic Librarian, Acadia University; Lee Wilson, Portage Network Service Manager, Portage/ACENET | April 12, 2019
> Recording > Slides
Forum on Research Data Management: Jeff Moon, Director, Portage Network; Lee Wilson, Service Manager, Portage Network & Research Consultant, ACENET; Amber Leahey, Data Services Metadata Librarian, Scholars Portal; Corey Davis, Digital Preservation Network Coordinator, COPPUL; Jay Brodeur, Maps/Data/GIS Manager, McMaster University; Mark Leggott, Executive Director, RDC; Mike Smit, Associate Professor & Acting Associate Dean (Research), Dalhousie University’s School of Information Management; Erin MacPherson, Research and Instruction Librarian, Dalhousie University Libraries; Jamie MacKenzie, Director of Scholarly Technologies, University of New Brunswick Libraries; Donald Moses, Interim University Librarian, University of Prince Edward Island Robertson Library, & Director of the Office of Skills Development; Donna Bourne-Tyson, CAUL-CBUA Chair & University Librarian, Dalhousie University Libraries | February 26, 2018
> Recording 1 > Recording 2 > Slides – Jeff Moon > Slides – Lee Wilson > Slides – Amber Leahey > Slides – Corey Davis > Slides – Jay Brodeur > Slides – Mike Smit > Slides – Erin MacPherson > Slides – Donald Moses
Current trends in Open Access for Research Data: Erin MacPherson, Research & Instruction Librarian, Dal; Maggie Neilson, Academic Librarian, ACA; and Lee Wilson, ACENET/Portage | October 26, 2017
> Slides
Guest Webinar: The CARL Portage Network: Chuck Humphrey, Portage Network | February 8, 2017
> Recording > Slides
It’s All About the Data: Metadata for Preservation: Steve Marks and Michelle Edwards, CARL| 2013
> Recording
Workshop-in-a-Box
DMP Exemplars
Digital Humanities
- Data Management Plan for Belgians and French in the Prairies
- Data Management Plan: Soundscape Study
- Data Management Plan for Women’s Print History Project (1750-1830)
Digital Humanities and Secondary Data
Mixed Methods
Natural Sciences
- Data Management Plan for Ecohydrology Research Group
- Data Management Plan for Computational reproducibility in High-Performance Computing (HPC)
Social Sciences
- Data Management Plan for People, Places, Policies and Prospects: Affordable Rental Housing for Those in Greatest Need
- Data Management Plan for Usage of Academic Profile Websites
DMP Templates
- Data Management Plan Template: Advanced Research Computing
- Data Management Plan Template: Arts-Based Research
- Data Management Plan Template: CRDCN: Accessing Data from Research Data Centres
- Data Management Plan Template: CRDCN: Research Data Centres and External Analysis
- Data Management Plan Template: History and the Humanities
- Data Management Plan Template: Interdisciplinary Health Software/Technology Development
- Data Management Plan Template: Mixed Methods (Surveys & Qualitative Research)
- Data Management Plan Template: Neuroimaging in the Neurosciences
- Data Management Plan Template: Open Science Workflows
- Data Management Plan Template: Qualitative Health Sciences Research
- Data Management Plan Template: Studying Molecular Interactions
- Data Management Plan Template: Systematic Reviews
- Data Management Plan Template: Water Quality Research
Institutional Strategies Guidance
These resources were developed by the Portage Institutional Strategies Working Group and Portage Training Expert Group (now the National Training Expert Group) and are updated to reflect changes in the RDM ecosystem.
Institutional Strategies Guidance
Metadata Guidance
Dataverse North Metadata Best Practices Guide V2.0. PDF
Repositories Guidance
Repository Options in Canada: A Portage Guide. PDF
Sensitive Data Guidance
The Sensitive Data Expert Group created these tools to help researchers understand how research data are related to the research ethics process, and to advance RDM practices, such as data sharing and deposit, in the context of existing research ethics frameworks.
- Sensitive Data Toolkit for Researchers Part 1: Glossary of Terms for Sensitive Data used for Research Purposes. PDF
- Sensitive Data Toolkit for Researchers Part 2: Human Participant Research Data Risk Matrix. PDF
- Sensitive Data Toolkit for Researchers Part 3: Research Data Management Language for Informed Consent. PDF
RDM Guidance For COVID-19
The Portage COVID-19 Working Group developed these guidance documents to help support research data management in accordance with the RDA COVID-19 Guidelines and Recommendations.
RDM Dictionaries And Glossaries
Portage RDM Equivalents in French and English
Data Thesaurus (National Network of Libraries of Medicine)
Research Data Management Glossary (CASRAI)
External Training Resources Library
The Portage National Training Expert Group has identified and compiled a diverse range of external resources useful for learning and training in the domain of research data management (RDM), which we invite you to browse and explore.
External Training Resources Library
Please contact portage@engagedri.ca to recommend additional RDM training resources for this resource library.