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Supporting a World-Class, Collaborative & Competitive DRI Community in Canada July 2020 NDRIO Background & Purpose Background & Purpose To support the Canadian post-secondary research landscape, and to ensure it remains globally


  1. Supporting a World-Class, Collaborative & Competitive DRI Community in Canada July 2020

  2. NDRIO Background & Purpose

  3. Background & Purpose • To support the Canadian post-secondary research landscape, and to ensure it remains globally competitive, the Government of Canada has earmarked $572.5M over 5 years toward a national Digital Research Infrastructure (DRI) strategy . • Innovation, Science and Economic Development Canada (ISED) has set aside up to $375M of the 5-year federal funding to establish a national not-for-profit organization: the New Digital Research Infrastructure Organization (NDRIO) .

  4. Background & Purpose • NDRIO will coordinate funding and strategic directions for national DRI activities related to advanced research computing ( ARC) , data management ( DM), research software ( RS) and cybersecurity within the DRI ecosystem , working collaboratively with all stakeholders. • CANARIE will continue to lead in the area of the Digital Network for Research & Education.

  5. Current National DRI Landscape Innovation, Science and Economic Development Canada, 2019

  6. Future National DRI Landscape Innovation, Science and Economic Development Canada, 2019

  7. Current National Structure of DRI Ecosystem 100% federal 40% federal • • funding via funding via ISED for CFI for CANARIE national, • 100% PT regional and funding for local layers regional and • 60% PT / local networks Other funding Fragmented funding on a project basis Innovation, Science and Economic Development Canada, 2020

  8. Redistribution of Funding Allows for Federal Leadership Nationally Current Funding Arrangement New Funding Arrangement ARC ARC Infrastructure Direct Service National National Direct Service Infrastructure + Operations to Researchers Services Services to Researchers + Operations Up to 25% Up to 60% for regional federal for ARC HQP 75% infrastructure; up to 100% Provinci Up to 60% 60% for operations 100% al/ 75% 60% 60% 60% Provinci Provinci Federal Provincial/ Instituti Provincial/ Provincial/ Provincial/ Approx. 40% al/ al/ Institutional Institutional Institutional Institutional onal Provincial/ Institutio Institutio Institutional nal nal for infrastructure Innovation, Science and Economic Development Canada, 2020

  9. NDRIO Mandate

  10. NDRIO Mandate • NDRIO will work with other ecosystem partners and stakeholders across Canada to ensure scholars and scientists have the digital tools, support, services and infrastructure they need to support leading-edge research that enables Canada to compete on the world stage. • Our work will help Canadian researchers ultimately benefit Canadians and others around the world.

  11. NDRIO Guiding Principles • NDRIO is committed to being: Researcher-Centric • • Service-Oriented • Accountable & Transparent Striving for Excellence • Collaborative •

  12. Equity, Diversity and Inclusion (EDI) • NDRIO is committed to principles of Equity, Diversity and Inclusion (EDI) in its hiring processes and interactions, and respects the rights and dignity of all its staff, Members and stakeholders. • Policies and practices to deliver specific EDI outcomes are required, and will be put in place.

  13. NDRIO Membership

  14. NDRIO Membership • NDRIO has two categories of membership: Primary (Voting) Members and Associate (Non-Voting) Members. o Primary (Voting) Members are post-secondary institutions, research hospitals and/or affiliated institutes eligible for Tri-Council grants. o Associate (Non-Voting) Members include post-secondary institutions that choose not to be voting members and organizations with responsibilities that relate to the national DRI ecosystem. • There are currently 136 Members (as of March 31, 2020) o 51 Primary + 85 Associate Members • Membership is not required to access NDRIO programs , which will be available to eligible researchers and research institutions across Canada.

  15. NDRIO Priorities for 2020-21

  16. NDRIO Priorities for 2020-21 Stream 1: Build the Organization 1. Finalize NDRIO’s governance, organizational structure and HR plan . 2. Establish the Researcher Council . 3. Articulate the strategic plan , including a national vision and strategy for growth in ARC, DM and RS , based on current-state and user-needs assessments. 4. Establish backroom finance and administrative functions , and management processes . 5. Define the NDRIO brand and establish communications mechanisms .

  17. NDRIO Priorities for 2020-21 Stream 2: Build New Service Delivery and Funding Models 6. Build new service delivery and funding models, in collaboration with regions, host sites and other DRI partners . 7. Lead the development and delivery of initial project s (ARC – DM – RS). 8. Safeguard DRI resources through enhanced investments and coordination in cybersecurity . 9. Develop a joint DRI Ecosystem Plan, working with CANARIE .

  18. NDRIO Priorities for 2020-21 Stream 3: Plan Transition Activities 10. Develop transition plans (to be completed in 2021-22) , providing for continuity of service delivery and the assessment of existing Highly Qualified Personnel and infrastructure. 11. Plan the coordination of transition activities across organizations , at the management and governance levels. 12. Lead development of a change management strategy and professional development plan . 13. Complete the transition of DM – CARL Portage .

  19. NDRIO Priorities for 2020-21 Core to All Streams: Stakeholder Engagement 14. Lead researcher, partner and stakeholder engagement and communications .

  20. Inaugural Board of Directors Janet M. Davidson | CHAIR Dr. Gail Murphy Professor of Computer Science and Vice-President, O.C., BScN, MHSA, LLD (Hon) Research and Innovation, University of British Columbia Peter MacKinnon | VICE-CHAIR Dr. Sina Shahandeh BA, LL.B., LL.M. Vice-President of Data Science, ecobee Inc. Dr. David Barnard Jane Skoblo President and Vice-Chancellor, University of Manitoba Vice-President of Digital Operations, Rogers Donna Bourne-Tyson Communications Dean of Libraries, Dalhousie University Dr. Jeffrey Taylor Jennifer Doyle Associate Vice-President of Applied Research and Chief Information Officer and Associate Vice-Principal Innovation, Nova Scotia Community College (IT Services), Queen’s University Dr. Denis Thérien Dr. Alexandra King Vice-President of Research and Partnerships, Element AI MD, FRCPC inaugural Cameco Chair in Indigenous Health Dr. Deb Verhoeven and Wellness at the University of Saskatchewan. Canada 150 Research Chair in Gender and Cultural Chris Lumb Informatics, University of Alberta (Edmonton) P.Eng., ICD.D Martha Whitehead Dr. David MaGee Vice-President for the Harvard Library and University Vice-President, Research, University of New Brunswick Librarian, Harvard University

  21. Critical Transition Dates CARL Portage Data Management (DM) funding September 2020 ends ISED Advanced Research Computing (ARC) March 2022* expansion funding (infrastructure) ends CFI MSI funding (operations) ends March 2022 DM and Research Software (RS) funding March 2022 (CANARIE) ends * This date has been extended by one year due to impacts of COVID-19.

  22. Recent Developments • The Board-led recruitment process for a permanent CEO is underway. • The current-state review is underway, consulting with regions, host sites and institutions. This will be completed in September. • A multi-disciplinary Researcher Advisory Group has been formed, with a mandate to consult with the community to develop the Researcher Council governance model; lead the Researcher Council nomination process ; and start the user-needs assessment process. • Working with the Canadian Association of Research Libraries (CARL) , the integration of the Portage Network has started, supporting Portage’s work in national research data management .

  23. Questions?

  24. Contact Us George Ross Interim Executive Director, NDRIO george.ross@engagedri.ca EngageDRI.ca

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