Scholars Portal Dataverse Institutional Contacts Meeting

July 3, 2019

Amber Leahey

Kaitlin Newson

Meghan Goodchild

Agenda

• Set up regular standing meeting
• Permissions recap
• *New* Login Plans + Shibboleth Pilot
• Updates from the Dataverse Community Meeting
• Portage updates (Dataverse North Policy and Training working groups)
• CANARIE project update + new blog
• OCUL RDM summit/planning meeting
• Community Q&A

Setting up regular meetings

• Trying monthly standing call for last Thursday of month at 1PM EST (first meeting in September)
• Will send calendar invite for Zoom calls
• Will also post info on Spotdocs

Permissions - Recap

• Due to different institutional deposit workflows, we are planning an update to the SP DV Guide:
• Under “Your Research Data” > “Add Data” & “Your Dataverses” > “Create Dataverse”
• New statement under both sections to clarify how to deposit:

“Please note that each participating institution using the Scholars Portal Dataverse may choose to setup the service differently for its users. If you don’t see the ‘Add Data’ button appear after login, follow any instructions provided on your institution’s Dataverse landing page OR ‘Contact’ the administrator for your institution’s Dataverse to inquire about depositing. “

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Permissions - Recap

In Development: Sign-up & Login Changes

• New users / Sign up
• Only allow sign up for authorized email domains
• Sign up form to auto-detect affiliation based on email domain
• If user is affiliated with participating Shibboleth school, sends user to Shibboleth login page
• Sends e-mail confirmation to user after sign -up
• After user validates email, user is assigned to new permissions group (Shibboleth users assigned to Shibboleth permissions group)
• Non-affiliated users can sign up but will not be added to an affiliation group (*new)
• Current users / Login
• Same as current; default login page with option to switch to institutional login (Shibboleth) if school supported

Sign Up

Generic & Shibboleth Login

Affiliations - based permissions

• DV admins will add the institutional permissions group to their dataverses as appropriate
• Workflow:
1. User signs up for an account using their institutional email address
2. A validation email is sent to the user
3. User validates their email address
4. User is added to the institutional permissions group
5. User receives an email about being added to the permissions group
• Existing users will be added to previously-identified affiliation groups

Shibboleth Pilot

• Testing will continue with an additional 2-3 schools over the summer
• If successful, we will release the DV-localized Shibboleth login for those supported schools in the Fall 2019
• Users currently using general login will be offered option to migrate to Shibboleth login at the discretion of each participating Shibboleth school

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Dataverse Community Meeting 2019

• Agenda for meeting: https://projects.iq.harvard.edu/dcm2019/agenda
• All slides for presentations and posters: https://osf.io/h8yjw/
• Community meeting notes: https://drive.google.com/drive/folders/1VhQAV2sQ-avJYzTDwIEgWDImixtogfBU
• Scholars Portal presentations:
• Amber - Internationalization Project
• Meghan - Dataverse-Archivematica Project
• Victoria - Data Curation Tool
• Dataverse North presentations:
• James Doiron - Dataverse North Update
• Sally Taylor - Dataverse North Metadata Working Group

New features - File provenance

New features - File hierarchy

New features - Filter by tags

New features - Data tags

Clarification on Sensitive Data

• Restricted vs. sensitive data
• Despite support for data tags later this year, Dataverse is not intended to be used as a platform for sharing sensitive data
• Placing statement in FAQ of Guide (borrowing language from other DV policies)
• Working with DVN Policy group

Portage updates - DREG

• New Portage Data Repositories Expert Group formed
• Representatives from FRDR & Dataverse North
• Representatives from outside Library community
• Representatives from domain repositories

Goal is to facilitate cross- repository conversations about policy, technical interoperability, and develop a framework for “national” repository services.

Portage updates - Dataverse North Policy

• Membership
• Lisa Goddard (UVic)
• Corey Davis (COPPUL)
• Meghan Goodchild (Queen’s University/Scholars Portal)
• Lee Wilson (Portage/ACENET)
• Erin MacPherson (Dalhousie University)
• Sacha Jerabek (UQAM)
• Diane Sauvé (U de M)
• Kristi Thompson (Western)
• Michael Steeleworthy (Laurier)
• Mandate (currently in development) will draft policy recommendations that can be adopted in whole or in part by Canadian Dataverse providers.
• Content will include information security, sensitive and restricted use data, data collection and retention, authorization and use, etc.

Portage updates - Training

• Materials developed so far (bilingual):
• Dataverse: The Essentials
• Dataverse Primer
• Currently developing online training modules
• All resource are available at https://portagenetwork.ca/portage-training-resources/
• More information about all of the working groups is available at https://portagenetwork.ca/network-of-experts/dataverse-north-working-group/
• Portage has also developed a “Repository Options in Canada” document

CANARIE project update - Overview

• 18-months of development work (October 2018 - March 2020)
• Led by Scholars Portal and UTL with support from CARL and Portage
• 3 project legs
• Improved scalability and support for large-file upload/download
• Integration with Canadian storage and authentication providers
• Support for Data Curation workflows

CANARIE project roadmap

CANARIE project update - New blog

• New blog for CANARIE project, and also for other SP Dataverse updates
• We will announce the new blog and any new posts as released
• First blog will introduce the project and provide an overview of the technical deliverables
• Subsequent posts will go into more detail about specific new features / project deliverables
• If you have any ideas for a blog post, or would like to collaborate on this with us, let us know!
• Stay tuned for the first post (July)

Planning OCUL RDM summit - Save the date!

• Planning an OCUL RDM Summit in Hamilton colocated with Portage - McMaster hosted Data Curation Forum (October 16-18, 2019)
• Tentative date: October 15, 2019
• Goals & opportunities
• More details to come in late July

Community Q&A

• Questions, comments?
• Get in touch: dataverse@scholarsportal.info