Training Resources

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.

• Module 1: Introduction to Dataverse

Research Data Management (RDM) 101

The Portage National Training Expert Group, through the Research Data Management (RDM) 101 Working Group, has developed a series of four learning modules on the basics of RDM. Hosted by Scholars Portal, 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

CIHR Research Data Management Learning Module

With the assistance of Portage, CIHR has developed a learning module focusing on key themes, challenges, and considerations in research data management (RDM). This module includes information, tools and resources to support effective RDM practices.

Upcoming

• • DMPs 101 Training Modules
  • Data Repositories 101 Training Modules
  • FRDR 101 Training Modules

This form is intended for those organizing RDM training on Canadian academic campuses, and who would like assistance developing training and guidance materials in all areas of RDM. In responding to requests for training assistance, the Portage National Training Expert Group (NTEG) will draw upon the wealth of knowledge and expertise of the Portage network to assist applicants in developing educational materials and programs.

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

CAUL-CBUA Webinars

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

RDC Webinars

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

Get Started With FRDR – YouTube

A series of short instructional videos designed to help researchers, data professionals, librarians, and anyone else who is getting started with the Federated Research Data Repository (FRDR) and would like to learn the basics of using the service, setting up an account, and uploading and downloading datasets using Globus File Transfer.

Portage RDM Equivalents in French and English

Data Thesaurus (National Network of Libraries of Medicine)

Research Data Management Glossary (CASRAI)

The Portage Training Expert Group has identified and compiled a 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.

Featured Resources

MANTRA
A series of self-directed online modules developed at the University of Edinburgh covering a range of RDM subjects, which target researchers who manage digital data and professionals who support them. Modules provide an introduction to research data, data management plans, organising data, file formats and transformation, documentation and metadata, storage and security, and more.

23 (Research Data) Things

A series of ten training modules on various subjects relating to RDM, with associated handouts and supporting hands-on exercises. All materials are released under a creative commons license. Topics covered include an introduction on the importance of data management, data sharing, data management planning, data entry and manipulation, quality control, data protection, metadata, data citation, analysis and workflows, and legal and policy issues.

DataONE

A series of ten training modules on various subjects relating to RDM, with associated handouts and supporting hands-on exercises. All materials are released under a creative commons license. Topics covered include an introduction on the importance of data management, data sharing, data management planning, data entry and manipulation, quality control, data protection, metadata, data citation, analysis and workflows, and legal and policy issues.

CLICK HERE TO ACCESS THE FULL LIST OF RESOURCES

• Research Data Preservation in Canada, by members of the Portage Preservation Expert Group. May 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)

Repository Options in Canada: A Portage Guide (PDF)

Portage supports two national repository options: the Federated Research Data Repository (FRDR) and Dataverse North. As a part of Portage’s Federated Architecture Model, we have partnered with Compute Canada, OCUL Scholars Portal, and institutions offering Dataverse to provide hosted repository options that do not require installing, configuring, patching, or upgrading by individual institutions or researchers.

Dataverse North Metadata Best Practices Guide V 2.0 (PDF)

This guide is intended for anyone who is depositing data in a Dataverse repository and needs to create metadata. It provides official definitions of metadata fields; adds clarifications and tips where needed; distinguishes between required, recommended, and optional fields; and illustrates the use of each field with an example. Earlier versions of the guide covered the fields in the Citation Metadata block.  Version 2.0 adds coverage for fields in the Geospatial Metadata and Social Sciences and Humanities Metadata blocks.

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

• Data Management Plan for Historical Canadian Census Data

Mixed Methods

• Data Management Plan for Mixed Methods Fictional Exemplar

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

• 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