New Report: Building an Inter-Institutional and Cross-Functional Research Data Management Community: From Strategy to Implementation
The document linked below reports on a 2023 workshop held at the University of Waterloo.
Title
Authors
Jennifer Abel
Ian Milligan
Alison Hitchens
Beth Sandore Namachchivaya
Caroline Hyslop
Anneliese Eber
Vicky Chung
Jeff Moon
James Doiron
Kelsey Poloney
Michael Steeleworthy
Colleen Cochran
Kaelan Caspary
Rebecca Bryant
Source
University of Waterloo (via UW Space)
URI: hdl.handle.net/10012/21683
Abstract
With the release of the Tri-Agency Research Data Management Policy (Government of Canada, 2021) in March 2021, all Canadian post-secondary institutions and research hospitals that administer Tri-Agency funding were required to develop and post institutional research data management (RDM) strategies by March 1, 2023. As institutions finalized their strategies, they began to consider what implementation would look like. To support inter-institutional, cross-functional dialogue around implementation, a two-day, SSHRC-supported workshop was hosted at the University of Waterloo in September 2023. Over 30 institutions of varying sizes and research intensities sent cohorts of three staff members—representing libraries, information technology, and research offices—to participate in five dialogues with researchers and key partners around challenges and collaborative solutions in RDM strategy implementation.
Through the dialogues, the participants made the following key high-level recommendations:
1. Provide clear expectations and communication around compliance, requirements and service provision
2. Secure buy-in from campus leadership
3. Identify financial support for RDM at institutions
4. Build staff capacity and support skills development, both within institutions and nationally
5. Create and sustain intra-institution coordination, collaboration and service integration around RDM
6. Explore inter-institution coordination and collaboration, including support for smaller institutions in meeting their RDM needs and requirements
7. Support the development of Indigenous Data Sovereignty policies and guidelines
8. Increase researcher training, support, and awareness around RDM
9. Develop national RDM support structures for collaboration and strategy, including a common understanding and language of RDM
These recommendations are relevant to a broad audience, including research funders, government agencies mandating and/or supporting RDM, professional organizations, academic consortia, university administration, researchers and practitioners.
The Waterloo workshop did not provide definitive answers as to how these recommendations should be implemented; rather, it was an opportunity to build a community of professionals from across RDM-supporting units who can work towards successful strategy implementation in their institutions. However, community is not enough. Institutions, research funders, and infrastructure providers must all commit to supporting RDM, whether through clear and timely guidance, sustainable resource provision, hiring and development of staff, or regular and robust training offerings. Ongoing, stable funding—both at the national and the institutional level—will also be necessary to ensure that support and services can be sustained for the long term. RDM is—and has always been—a shared responsibility, and all the parties mentioned above must step up to ensure that its implementation is a success in Canada.
Direct to Info Page + Link to Full Text Report (44 pages; PDF)
Filed under: Associations and Organizations, Data Files, Funding, Libraries, Management and Leadership, News, Reports
About Gary Price
Gary Price (gprice@gmail.com) is a librarian, writer, consultant, and frequent conference speaker based in the Washington D.C. metro area. He earned his MLIS degree from Wayne State University in Detroit. Price has won several awards including the SLA Innovations in Technology Award and Alumnus of the Year from the Wayne St. University Library and Information Science Program. From 2006-2009 he was Director of Online Information Services at Ask.com.


With the release of the Tri-Agency Research Data Management Policy (Government of Canada, 2021) in March 2021, all Canadian post-secondary institutions and research hospitals that administer Tri-Agency funding were required to develop and post institutional research data management (RDM) strategies by March 1, 2023. As institutions finalized their strategies, they began to consider what implementation would look like. To support inter-institutional, cross-functional dialogue around implementation, a two-day, SSHRC-supported workshop was hosted at the University of Waterloo in September 2023. Over 30 institutions of varying sizes and research intensities sent cohorts of three staff members—representing libraries, information technology, and research offices—to participate in five dialogues with researchers and key partners around challenges and collaborative solutions in RDM strategy implementation.
