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Building a Coalition for Resilient Research Data Infrastructure

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The Coalition for Resilient Research Data Infrastructure (CREDI) is advancing its mission to build a robust ecosystem for federally funded research data by addressing critical vulnerabilities such as chronic underfunding, staff shortages, and fragmented incentives that currently threaten the stability of digital repositories. Led by the Center for Open Science in collaboration with key leaders like Christopher Steven Markham and Linda Kellum, this initiative aims not to create competition but to align advocacy and technical communities around shared priorities over a three-year period. The strategic plan targets three distinct audiences—infrastructure providers known as "doers," funders and policymakers called "supporters," and researchers referred to as "beneficiaries"—to ensure that research outputs remain publicly accessible throughout their lifecycle in accordance with the 2022 OSTP Public Access Policy, thereby mitigating risks associated with single points of failure from funding cuts or natural disasters. To achieve these goals, CREDI has organized its strategy around three core pillars: assessing and monitoring resilience through a shared maturity model that evaluates eight dimensions without punitive grading; establishing diverse sustained funding models via cross-sectoral consortiums involving government, industry, academia, and civil society; and conducting shared outreach to advocate for continued investment. A significant focus is placed on creating an open dashboard for early warning systems regarding software dependencies and other risks while synthesizing existing frameworks like the Core Trust Seal. The initiative also recognizes that defining universal metrics for reusability under FAIR principles remains complex, suggesting instead a triangulation of multiple statistics such as citations and download counts to gauge usage across varying community sizes, alongside domain-specific working groups to avoid one-size-fits-all solutions. The discussion highlights an important synergy between CREDI's discipline-agnostic, US-focused remit and the American Geophysical Union's specialized work on global data resilience, ensuring efforts do not duplicate existing resources while filling critical gaps in tools like legislative advocacy kits. A key challenge identified is the disconnect between infrastructure providers who rely on seamless operations and end-users who often take these systems for granted, a dynamic that complicates advocacy needed to sustain funding; consequently, the plan emphasizes coordinating future strategies rather than relying on ad hoc efforts. The governance structure proposes a "minimum viable consortium" with staggered terms to foster collaborative decision-making among diverse stakeholders, ensuring that crisis response best practices are developed with a global perspective in mind while building community capacity to report at-risk resources effectively. As the draft strategic plan remains open for public comment until September 30th with an aim for final publication by November, participants are encouraged to provide feedback on feasibility, missing elements, and existing resources through provided channels like Google Forms or dataresilience.io. This collaborative approach seeks to transform current vulnerabilities into opportunities for a more resilient future where research infrastructure is not only technically sound but also financially sustainable and socially supported across all sectors of the scientific community. By engaging decision-makers from various backgrounds and fostering open dialogue, CREDI hopes to establish a lasting framework that protects critical data assets against emerging threats while promoting transparency and accessibility in the broader landscape of life cycle open science.
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All right. So I believe we are live. Um welcome all and thanks for um joining us on this uh afternoon in DC where I am based although uh given um we are a global organization. Um, greetings from whatever time zone, whatever time of day in the world you may be, you may be at. Um, my name is Miriam Zaringham. I am the senior director of policy at the Center for Open Science. uh and I'm really excited to be talking with you about the work that we have been doing um on uh with um collaborators at many different organizations uh to develop a strategic plan for the coalition for resilient research data infrastructure or credi. Uh so I am joined today um with my uh esteemed collaborators or some of my esteemed collaborators. Uh we have Christopher Steven Markham from the Data Foundation and Federation of American Scientists as well as a whole bunch of other affiliations and hats that he wears. Uh Linda Kellum from the University of Pennsylvania libraries and the data rescue project. Christine Kirk Kirkpatre from uh the UC San Diego s supercomputing center and uh Alex Wade um who is our project consultant on this uh and holds affiliations with Washington University as well as other organizations. And so we make up um a uh a part of the strategic planning committee that went into developing this plan uh which we are excited to be sharing more about with you all today. Um and so before uh I guess before we get into it, we wanted to have uh I guess to set up some some ground rules or features and capabilities um in this webinar. uh we have um a polling function and we're really curious about sort of where in the data repository infrastructure system uh you sit in. Um and so that poll should be going off now and throughout this webinar you also have an opportunity to ask questions or share comments through uh the Q&A feature on this webinar. And so you know part of this is to share with you um this draft strategic plan that we have developed. Uh but it is also to hear back from you what questions, comments, ideas you may have as we work on um you know developing this draft strategic plan into a finalized strategy for this proposed coalition. And so first I wanted to share a bit about how it is that this effort started. And so um it kind of came out of work from the center for open science. And for those of you who might not be familiar with us um we are a nonprofit organization with a mission to increase the openness, integrity and trustworthiness of research. And we do this um to sort of work towards our true north uh which is life cycle open science. And we define that as research with publicly accessible plans, contents like data, materials, and code, and outcomes that are linked and findable in a persistent open location. We're also an infrastructure provider through the open science framework, which can surface these connections to really show you the life cycle of open research. So researchers can start by pre-registering their study plans and as they undertake their work link to outputs and outcomes that are hosted anywhere as they become available giving this complete view of how research is progressing over the life cycle from study plan to outcomes. Now, achieving our true north requires um persistent and reliable access to those outputs and outcomes so that those linkages are long lasting, are trustworthy, are robust. And so the core of our vision for life cycle open science is is the belief conviction that uh research information including data uh uh is a public good. And so reaping the benefits of this public good requires persistent and reliable access to those outputs and outcomes, which is to say the infrastructure that enables in this case data to be shared, linked, discovered, accessed, understood, and used in context. Yet, these infrastructures uh have long been at risk from a variety of factors like chronic underfunding, including a tendency to favor funding new innovations and maintenance uh new innovations over the maintenance of core capabilities, overstretched staff, incentives to fragment the system rather than supporting convergence around shared capabilities like standards and metadata, and vulnerabilities due to shifting policy priorities. And we've really seen these risks um sort of exacerbated and and come to bear uh in in the last few years in a pretty stark way. And that's led to several data resilience preservation and rescue efforts that here at the Center for Open Science we've been really inspired by uh including work led by uh the faces that you see before you. And those efforts have had different scopes. But for our purpose at the Center for Open Science, we're particularly interested in infrastructure that provides access to federally funded research data, which falls under the remitt of the 2022 Office of Science and Technology public access policy, which is to say data that are of sufficient quality to validate and replicate research findings, which is generated with support from U the US government. Uh so that can include intramural research, grants, contracts, cooperative agreements and so on. And that also means that ownership of this data varies and could be the government, an institution or individual. All of these kinds of things are in scope and of interest to us. And while I recognize that administration priorities have shifted, open science policies like those advanced with the 2022 public access guidance uh continue to be a priority under this administration under the opaces of of gold standard science. And we could have a whole other conversation around that, but I'll I'll leave it there for now. Um, and so the open science community has done a ton of really important advocacy to move policies forward towards greater openness. And we want to make sure that that progress continues. Which means that if we are going to ask researchers to make their data, to make their outputs more open, accessible, understandable to link them together and provide that contents context of openness throughout the research life cycle. We need to make sure that we're enabling a more resilient uh ecosystem for research data infrastructures um so that they are resistant to single points of failure and that we can uh believe and and have confidence that they will be preserved in the long term. And so single points of failure may include a funding cut when there is a lack of diverse funding streams, a natural disaster where there is no backup protocol, or a shift in institutional priorities where a repository lacks multi-institutional stewardship. And so a sort of second question or challenge is how can we do this? How can we enable greater resilience across a really distributed system to solve this challenge together? because no one organization or initiative or repository is going to be able to do it on its own uh to save us to save all of the data uh in its entirety. And so first I want to um sort of be clear about what it is that we mean by resilience. And we drew from a definition that was put forward by work that was done by the earth science information partners or EIP uh that you can find in a report that I provided the the DOI in this slide. Um but it's the ability to make important data accessible, recoverable and useful under both normal operations and crisis conditions. And so again, this really requires collaboration across the system um at a really massive scale because data uh are housed in a highly distributed system of thousands of repositories across disciplines with different data users, curators, depositors and so on. And so what does it really look like to coordinate our efforts to make the most efficient effective use of limited resources and again drive towards greater resilience for the system? And so COS again recognizing that we could not do this on our own uh and that there's so many incredible efforts and initiatives that have been longstanding um looked out to the community to leaders in this in the community to help us try to answer these questions and develop a strategy for how we move this forward. And so we're really honored to be working with um this great set of people here who really act as um who we see as leaders in this field and who have really rich connections and relationships out into the broader um data and repository um and information infrastructure system. And so we got uh funding from the Robert Wood Johnson Foundation to help us sort of pull together these great minds and think over the last year about what is needed in order to drive towards greater resilience. And so with that, I will turn to one of these great minds, Linda Kellum, uh to take it from here. >> Hello everyone. It's very I'm excited to talk with you all. Uh I'm Linda Kellum. I'm the director of research data and digital scholarship at Penn Libraries and one of the co-founders and director of the data rescue project. Uh so as Mary mentioned many times the cutting across all of our work is a commitment to collaboration. Um we want to be informed by the landscape um that is existing. Um and so part of our uh effort has been on a landscape analysis of the existing related efforts um so that we can ensure that our approach is very complimentary. The goal for the plan is to act as a an anchoring framework or scaffold for coordinating related in initiatives so that the community can organize to promote a shared vision for a more resilient ecosystem. And we're thinking about how we sustain and govern that moving forward. Um this is why we have a dedicated discussion that uh al within the strategic plan about governance as well as the call for action and the pillars that you'll see. So next slide. So after a few months of exploratory work uh we gathered in DC in March um to build out our strategic plan and this is the case for action that we came up with as a group. Um these are some of the core assumptions that we have uh as we entered into the the planning process. First off uh federally funded research data is a non-rivalist public good. Um and I think you've heard can hear that across many of our organizations as we talk about public data as a public good. Second that the use of public data relies on robust and resilient data repositories and related infrastructures and trying to find ways to bolster those as much as possible. Third, those infrastructures have long been at risk, but those risks have become clearer to us over the past few years. Fourth, government support is essential, but can be made more efficient through coordination across sectors. And finally, that we can't go back. We can't wish for a past that doesn't exist anymore. We need to think about what we're we have and what where are we going from here. So the result of this case for action, this call for action is a strategic plan and we're sharing it with you because we want to know your thoughts and uh whether the elements in the strategic plan resonate with your communities and if it doesn't, if something doesn't, how do you think we should shape it to meet the needs, concerns, and opportunities of your specific community? Uh next. Um so the case for action builds towards our vision um that we're working to achieve through our strategic planning process and that we've been working over on for the past over the past year. Um we're hoping uh to enact the plan over the next three years or so. And this plan really seeks to identify the conditions or the recommendations and strategies that advance the work um and the governance structure for a coalition that will collaborative collaboratively c uh cultivate a resilient data ecosystem for publicly funded research. So working across different organizations um and bringing in together to bringing together organizations um to find a way forward to create a resilient data ecosystem. Next slide. So rather than launching one more initiative that competes with other groups and similar groups, KY um the group that we've brought together has really worked to align the rescue rescue advocacy and technical communities around shared priorities. Um we're hoping to build shared accountability for sharing resources effectively and we want to do this by in these three ways. So one is advocating and building building awareness. um we want to learn and borrow from other data rescue and digital preservation efforts and amplify what they're doing. Two is to reduce done redundancies across efforts. So uh when we do see something that's being done across in a different organization thinking through how we can work together or how organizations can work together and finally supporting long-term infrastructure in our efforts. And next slide please. And we see three distinct groups in this um as our audience although uh there's definitely overlap in these and there may be other audiences that you are you feel are missing from this but uh the first is are the doers this is my area I think so those involved in data rescue preservation and providing infrastructure um so it's the doers not just in terms of um what we've had to do over the past couple of year or past 19 months but over the past few years the people who are actually working to preserve and provide infrastructure. Second is the supporters, those who want and have the means to support our work through funding, policy, advocacy and in other areas. And finally, the beneficiaries who those are the researchers and other users who benefit from the ef from our efforts to support data infrastructure. So these are our core audiences and the people we're thinking about as we were creating the strategic plan. Hopefully you see yourself in here and uh if not we would love to know that as well. So I'm gonna hand over to my colleague Chris Markham. >> Uh thanks thanks so much Linda. I I join you in in uh being grateful to be able to join everybody today at Center for Open Science for this review. Uh so uh as um both Miam and and Linda had said publicly funded uh research uh data is a is a vital public good. It fuels scientific discovery, drives innovation, and really belongs to the community at large, belongs to all of us. But the repository ecosystem that fedally funded research data relies on is surprisingly fragile. And that's what the strategic plan is recognizing in the work that we're doing in this group. Repositories face, you know, fairly consistent threats from budget cuts to policy shifts to technical issues and and staff turnover. To tackle these vulnerabilities, the proposed strategic plan focuses on three core pillars and I'll I'll walk through them uh with some detail. First, uh pillar one focuses on assessment and monitoring. This is our assess and monitor the repository landscape pillar. We need a clear shared model to track and evaluate where the repository ecosystem is most vulnerable and how those risks can change over time. Second, uh this uh the uh pillar number two in the proposed strategy um is to develop diverse sustained funding and governance. This tackles long-term stability through collective governance for uh the federal uh repository ecosystem. The pillar focuses on coordinating investment in the repository ecosystem to build robustness and sustainability into funding models so it can survive threats or single points of failure uh in the future. And finally, pillar three, which is build a shared outreach and advocacy and action strategy, centers on community and collective action. This is like really putting the community into this uh uh into this strategy was very important to us. We can't do it alone as uh Miriam said. And so we need to foster an environment that equips researchers, stewards and advocates and the three buckets uh that that Linda uh had just described uh and of course the public at large uh with the toolkit that they need to maintain the signal the value of data on the one hand and to respond to active threats in the ecosystem on the other. Now I'll turn to a bit more detail on pillar one before handing the stage over to Alex and to Christine to divi uh to dive a little bit more into pillars two and three. So next slide please. Excuse me. So pillar one, assess and monitor the repository landscape recognizes that understand that our understanding where the baseline risks and strengths are lies is u where they are is an essential first step in building uh resilience to the repository ecosystem. So we have to obtain that assessment right now. If a funding stream dries up or if uh staff is uh dresourced or or staff members leave or or a policy priority changes, an entire repository can disappear or the data within it can wither. Those are single points of failure and that we often don't see coming until they're it's too late and they're right at the door. Importantly, pillar one is is not about reinventing the wheel or remapping the ground. the community has already um uh uh made made a lot of headway on and and and doesn't uh tread on what our common understanding is. It's not duplicative. A lot of great work has already been done to measure the digital preservation and data quality. Our our goal here is to bring those existing tools together into a unified framework by establishing a common language for risk that we can help funders and agencies and stewards spot weaknesses early and to protect our collective public investment in data uh in the long term. Uh next slide please. So uh there are really the pillar one really has three big components. The first um is um and so this slide describes how we plan to operationalize approach to operationalize pillar one in practice. We we have three concrete steps uh here. First, we're developing a shared maturity model that gives the entire community a standardized way to evaluate repository resilience that is both comparative and introspective. Instead of grading repositories on a sort of past fail basis, it really evaluates specific operational capabilities for the repositories like whether a repository has backup bunding or if there's a succession plan in place or if there's distributed storage across multiple sites. Second, uh we recognize in the uh in the strategic plan that we need a comprehensive landscape analysis that maps the repositories um that host federally funded research data um and to and and the goal of that is really to help understand the systematic gaps and risks but also the strengths of of what what exists in the current system. for example, um two repositories that might look perfectly healthy on paper. Um but if they both relying on the same underlying software dependency or storage provider, that might be a point of failure that that uh that is susceptible to both. And that shared dependency really needs to be revealed. And third, to help with accessibility and insights in uh uh into um uh into the re revealed in both the landscape analysis and the maturity model, uh the plan proposes a uh repository resilience dashboard. This should serve as an open communitydriven tool that will monitor repositories over time. Our hope is that the dashboard will give uh information stewards and supporters an accessible early warning system so we can uh direct resources and assistance and let people know uh when uh when when when data rescue uh and uh uh uh and where critical need is um needed most. Uh next slide please. So the big component of pillar one is the repository resilience maturity model. uh I thought we'd take an over uh a look at the whole model overall uh and uh and uh and give you a glimpse into into what we're thinking here. Um to ensure that we're capturing the full picture of health of the of of any given repository, the model evaluates each repository according to sort of eight core dimensions. Uh these are they're listed here. If you can't the print's a little small, so I'll read them. It's organizational and financial stability, governance, transparency, and accountability, data stewardship, and integrity. uh the fair data principles that's making data uh findable, accessible, interoperable and reusable. Uh software and technical dependencies, technical infrastructure and security, community use and crisis uh readiness and resilience. So those are their eight uh core dimensions and they're assessed across um a um uh criteria uh in four very plain uh simple to understand stages of maturity. Uh an initial stage where operations are ad hoc with limited capacity. An emerging stage where capacity is driven by immediate requirements and need. Uh established is a more mature uh aspects of the maturity model where where the repositories are formalized um and implementation might still be bumpy but is has regular uh standing operating procedure and uh and optimized. This is where resilience is very deeply embedded and and routinely tested and robust and continuously improved. The maturity model synthesizes five established frameworks. We're not again building anything new. We're trying to build on the work that's already been done and that are already trusted by the community. These include core trust seal uh the national dig digital stewardship uh national digital stewardship alliance levels uh of digital preservation and the national science technology council's desirable characteristics for federally funded uh data repositories which a number of us on on the uh on on this working group have have contributed to. Um so the maturity model is designed to be practical and transparent and actionable. The initial proposal model is published separately on Zenotto and uh the the link is there on the screen. We welcome your feedback it uh feedback on it and um I'll turn it over to Alex now to discuss pillar 2 and provide some more insight into one of the aspects of the maturity model. >> Excellent. Thank you very much Chris. Uh my name is Alex Wade and um yeah the sec second pillar um of the uh uh of the strategy here is really to uh focus in on a couple of those uh facets. So uh if you go to the next slide please. So um in the within the maturity model the the top two uh first two pillars first two facets I should say are organizational and financial stability and also governance transparency and accountability. Um so if we explode those a little bit more I'm not going to read through them but next slide please. If you uh download from Zenoto the draft majority model, you'll see this progression as Chris outlined from the sort of initial ad hoc stages uh to a more um optimized and robust model. And so specifically pillar two wants to focus on developing out uh the set of um sustainable business models for research data infrastructure and also to establish a multis sectoral uh governance mechanism so that we can create some shared accountability um and put the structures in place to sustain the ecosystem in the long term. Uh specifically addressing some of the single points of failure risks that that Chris outlined. We want to uh support a progression within this maturity model from sort of left to right. Um our aim isn't to say everybody needs to be uh fully at the at the right hand side of this uh model, but at each stage it sort of highlights and you can infer what some of the risks might be if you are uh too far to the left in that model. And so we want to uh uh facilitate some increased coordination across the ecosystem so that each repository isn't trying to uh sort of evaluate and move within this maturity model on their own and we want to maximize the resources and share practices across the repositories and the players in the ecosystem. So to that end, one of the things that we would like to do is to survey and catalog the existing and even proposed business models and implementation methods as well as to identify opportunities to develop and test innovative business models so that we can create a menu of options that repositories and funders can draw upon. Uh we recognize of course that there is no one-sizefits-all. Um so there isn't there isn't going to be a single answer to this and it's going to be highly dependent on uh the repository type the funding context the life cycle stage of the repository. So part of uh the the goal of this catalog of business models is also to sort of highlight the the trade-offs and advantages of different approaches there. Um once we have that, we would like to promise promise we would like to pilot some of the promising models with willing repository partners uh with resourcing from aligned funders and ultimately to document some of the lessons learned that that uh comes out of those pilots and then we'd like to to publish that uh really with sort of some broader recommendations to the community for for wider adoption. Um secondly, I've gone to the next slide here. Um secondly, we would like to establish a cross- sectoral consortium for collaborative funding and also for incentives so that the investments that the the community is making uh funders, the government is making in research data repositories can be better coordinated. Uh we would like to see this composed of senior representatives from government, from industry, from academia and from civil society uh but specifically those who hold decision-making authority and those that commit can commit resources to the effort. So clear uh incentives for participation and shared buyin uh around a common uh infrastructure or infrastructure approach would be essential to this. And we're not naive. We recognize that there have been past uh inter agency and multis sectoral efforts that may have faltered from insufficient authority or insufficient resources at the time. So we intend to apply lessons learned from this to to build a more durable coordination uh for the core data services that can scale and can adapt over time. Um next slide I think goes on to back to Linda. >> Hello again. Um so in pillar three we aim to develop a shared outreach advocacy and action strategy and the goal of this pillar is to equip the community to make the case for sustained investment. In addition this pillar encompasses the need to respond when data are at risk. Effective outreach and advocacy must be grounded in a clear picture of existing risks and fragilities and to make the case that in order to make the case for sustained investment in data. Therefore, this pillar equips the community with communities with the tools, messaging and capacity to act. We also to see this pillar coming from a global perspective. While most of our perspectives are really uh focused on the United States, we recognize that public data is a concern not just for the United States. And so going to one of the questions in the Q&A um that we do kind of we do see this pillar in particular have encompassing a broader um perspective. Next slide. So the focus of this pillar is on amplification of the need for action. As a member of the pillar three development team, for me it's critical uh that we continue to think about advocacy and outreach as key actions and not afterthoughts. So within this first we want to align and coordinate with related efforts to avoid the um to to avoid duplication. So the goal here, some of the activities here are to map existing related initiatives across the ecosystem and identify overlaps, gaps and opportunities. We also want to look for opportunities to bring them into the living road map in ways that complement our existing efforts. So if there are other uh groups that are working in these uh or taking action in different ways that we can bring them into the efforts that we have and then I think very importantly to establish ongoing touch points to keep those organizations engaged and informed as our work evolves. Second, we uh call for the development of communication and advocacy toolkits um that can clearly and concisely make the case for the importance of public data and federal fund fedally funded repositories. Having these in place for the community would answer a real need and a gap that we've seen over the past year. And so some of the activities here include an environmental scan of existing community and advocacy resources across our ecosystem as well as pri prioritizing and developing toolkits that can do things like advocate to legislators for safeguarding data making the case to funders for sustainable funding models and general purpose messaging for broader audiences. Our third uh point is to build community capacity to report at risk resources and advocate for sustainable and resilient infrastructure. So this could include curating and amplifying existing resources, directing community members to the best available tools and materials uh for accessing preserved data sets, reporting at risk resources and addressing a gap all the gaps as a need as needed. And finally, implementing short-term crisis response strategies and developing best practices for resilience. So, part of this, we would like to convene practitioners across efforts to share resources and identify what has worked and what has not and why. Um, as well as leveraging existing crisis response map mapping efforts um that you you'll hear about soon probably. Um, we'd like to maintain a community of the willing, a standing network able to respond to emergent issues in data stewardship and then document the lessons we've learned from both the crisis response community as well as um uh translating them into best practices for uh sustained infrastructure. So these uh are uh the the main activities we see for pillar three. Um, now I'm going to hand it over to Christine Kurpatre who's going to talk about the governance models. >> Thanks so much, Linda. And, uh, next slide, please. So we have a consortium structure in the strategic plan that draws on community practices and include governance models refined over time and via real world challenges by datadriven consortia some of which uh you participants have been involved and helped to refine uh I've been part of the stakeholder alignment collaborative where we draw uh some of this knowledge from and including our recent book the consorcia century um the work itself is driven purposefully by a consortium of community interest holders who participate in shared governance. And this is to drive equity as well as to ensure buyin on decisions uh so that you can successfully implement these things and have people adhere to community norms. And this is just meant as a starting point. It can be adapted to the specific context of the consortium once it's been established. to give you a couple quick highlights. Um but please do uh read the plan and comment. Uh we talk about a minimum viable consortium so just enough structure uh that can be iterated as needed. Uh and this concept of staggered terms for officers and a steering committee how voting membership and other aspects would work. And we do uh talk a bit about uh or reference Eleanor Astramm's work which really points basically to the need to set expectations for behavior and the ramifications for act acting outside those norms and we again reference something from uh ESIP that was uh mentioned earlier and its community participation guidelines that were uh based on the Misilla Foundation. And finally, um we acknowledge that such a consortium may need an eventual plan for winding down and so to be purposeful about not just the beginning but uh the end as well. And let me turn it back over to you. All right. So, uh this is the portion where I say again that this um plan that we have released is a draft. Um it is uh sort of from um months of work with this um strategic planning committee uh and is now in a form that we really want input um from the broader community. So that you know we really mean what we say when we're saying this is a communitydriven strategy. Um we want to make sure that existing efforts, initiatives, um uh resources, infrastructures are reflected in this kind of work rather than you know duplicating efforts or going off in sort of parallel directions uh in a way that might not be as constructive as it possibly could be. So um in tandem with releasing the strategic plan, we also released um a Google forum for folks to um provide input and are planning on hosting um sessions uh in other forums to continue to get sort of like live um in real time feedback uh like uh is is coming through the Q&A function right now which is really really wonderful. Um, specifically things that we are interested in knowing is do the strategies that we outline in this strategic plan that we've touched on in this webinar serve the ecosystems needs with respect to long-term repository resilience? What's missing in here that that we really need to be mentioning or calling attention to? Uh, are the strategies feasible given current realities? Where do you see obstacles that should be on our radar or opportunities that should also be on our radar? What existing work resources or initiatives should this plan be referencing or building on whether we reference them explicitly in the strategic plan or for reasons that make a lot of sense, you know, these efforts are sort of flying lower on the radar um but should still be sort of built on uh and and worked on. um uh constructively and then what specific input might you have on the pillars and the proposed governance model that um Christine walked through? Um, and perhaps most importantly, are you interested in joining or supporting KYRED and how? Um, so I'm going to uh pull up in the poll again uh if we could um a question about sort of like where in this um where in this system are you coming from? Uh as we um sort of start to move into waste ways to comment. So, as I mentioned, um there's the Google form. Uh you can scan uh for the QR code there, and we'll also have a follow-up for attendees of this webinar um so that you can uh enjoy it via email. Um you can email us at data resiliencecoos.io. Um and then we're also going to be hosting um office hours uh with partner organizations uh in order to provide feedback feedback uh in that way. And so comments are open through September 30th at which point we will be uh incorporating those comments into a final draft which we're aiming to publish in November uh along with some details about initial steps towards implementation. And so, um, to give you like a little snapshot of, uh, of where we're at, um, so that we can now move into the Q&A portion, uh, I will just leave up here the, um, the pillars of the strategic plan as well as a highlevel summary of the strategies in there. Uh, and we can start to work through the questions and I'll do my best to serve as moderator um, as we answer them live. Um, so it's it's cool to see where you all are sitting. Oh, and great um we've also flashed up another um poll that you can sort of muse on uh about you know how you might be interested in staying in touch or involved with KY as we continue to move forward. Um so I will go to the first I'll I'll group the first two questions which are really around the geographic focus or scope for the plan. Um so is this focused on US-based infrastructures? Are we planning on including international initiatives? Chris, I believe that you were starting to draft a response. So um great Christopher Markham is going to answer this live >> in an unexpected twist. I'll be answering this live. Yeah. So I think this is a great question. There are a number of questions in the chat about what the geographic focus is uh whether there's international considerations, how this would apply to say the Middle East and the global south. I think these are all fantastic questions. In our current instantiation, in our initial thinking, we have been focused on US federally funded research uh data ecosystem. However, um that does not mean that uh we are um uh we are we have a moratorum or anything on uh on international collaboration and participation and so we'd welcome those ideas. We think there are probably lessons learned uh that that would be very valuable uh say um from um uh uh from the non- US context. The other uh aspect of this is that the the um the um eventual deliverables and outputs from the work the credit will do uh should be generalizable and should be um you know quite um quite uh useful to the global community and by putting in the public domain we hope that that will be um you know part of part of the paying back to the global uh u uh data uh data research ecosystem. Yeah, thanks for that Chris. And I think that there's there's a related question around, you know, uh that I've that I've been receiving around do you only care about repositories that house US funded data? And I think the answer is that I I can't quite think of a reposi well I guess I can think of repositories that only host US um funded research data. Uh but many of the data repositories that we are looking at and focused on um are opened for deposit from you know private funders from international funders and so these infrastructures are not um you know bordered sort of like geographic enclaves necessarily. Um Alex you you might want to talk about some of the uh the work that you've been doing sort of surveying um repositories or you might have a different comment entirely. Well, no. I I was going to to pile on to both what Chris and you have said is and there's another dimension to this question which isn't just what the data is about or how the data is funded but it's about the the global community of researchers and you know as you know the re research communities are not geographically bound per se. So I think there's a very real aspect of the um the beneficiaries of the data that are outside of the US and you know one could look at the resilience there and say my research or my research domain is entirely uh single funded by some US federal agency. So there's some very good examples I think especially in the biomedical space of resources that are now governed multinationally have uh transnational uh replication uh replicated repositories and so um while this initial effort with credi was focused on US fally funded data I don't think that the um the the breadth of the community that we want to involve needs to be geographically bound that way. >> Yeah. Yeah. Yeah, I think we were just kind of thinking about what is the scoping that makes the most sense rather than thinking about how can we do it all. Um, so I will now move on to the next question which I I think I may need some clarification from from the asker. Um, Oscar Javier Guerrero Gutierrez asks, "Are there plans to include a layer of peer review of the contributions to the repository ecosystem?" I'm not sure that I understand what um whether this is asking about whether we are planning to do a review of the quality of data sets, which I would say no. we're not looking at um sort of quality assessment, quality control of data sets. Um but if that was not your question, if you could comment in there or if somebody else um wants to chime in there before we move on to the next question. Okay, so not just quality. Um yeah, if you could clarify, we can we can come back to that question. Um the next one is around um evaluating repositories against a standardized maturity model may disadvantage smaller, underresourced or marginalized research institutions that lack the infrastructure to meet centralized compliance standards. Um how how can this be addressed if at all? Um so we had talked a lot about the sort of um naming of a maturity model um as not wanting it to seem like we were scoring or grading um repositories but rather giving them a sense of where they currently stand and where that they stand in context or in comparison to other repositories as a way of thinking about are there ways that we can share resources, share tooling, share infra infrastructures to help those um less wellresourced uh but still very important um repository infrastructures sort of like move up. Um so being able to look across the landscape and see like these are some core areas where we need more tooling in order to move along that that maturity model. um we are open to ideas of another thing to call it that might you know sound a bit less judgmental but it's really I think aimed at helping along uh infrastructures that may have um less access to resourcing to think about what are ways that we can more effectively collaborate and coordinate uh to be sort of like moving further um to the uh right of that maturity model towards I can't remember what the highest level is um Linda, you can go ahead. >> Optim Yeah, optimizing is the highest and I think that was why it was so important that we drew on diff the pre-existing models that are out there such as Cortal and EIPS and and and the others. Um as somebody who works closely with Cortra Seal, I think the the thing to keep in mind is is looking the goal is to look strategically and and and um fully at where you are in uh um and being able to rate yourself, not be rated by others. And so that really is the the the um and not even seeing as a rating. It's just kind of giving yourself an indicator of where you are in terms of developing the infrastructure around the repository. Um so I think this is definitely a great question definitely something that we've talked a lot about within the cruddy group um uh when it comes to the different kinds of repositories that are out there. But hopefully this will still be a useful tool for people. >> Yeah. Yeah. Thanks for that, Linda. And something that we have talked very very uh and thought um very long and hard about and would really really value input from from you all at data-resilience coos.io. Um I think relatedly um is the question from Shannon on what um who is doing the evaluating of the repository. Is this a tool that you plug in an application we submit or our own analysis? So we were sort of conceptualizing this as a self assessment recognizing that some of the um the dimensions uh within that um uh that model are things that an outsider might not have access to or even be able to answer. Um, and so, you know, part of that is also thinking about like how can we sort of incentivize people to opt in and do these kinds of assessments um, and and kind of contribute them and what are ways that we can do this um, so that repositories aren't necessarily putting themselves at greater risk by maybe saying that like we're not, you know, totally towards the optimizing end of the spectrum. Um, so that's something that's that's continues to be an active and and live conversation. Um, but I don't know if any of my other uh colleagues or collaborators have anything that they want to add to that. Maybe Chris, anything on on sort of like dashboarding um that draws from your Okay. No. Okay, great. Um, all right. from Carrie. What metrics will you use to assess reusability in the fair acronym findable, accessible, interoperable, and reusable? Or is that still coming together? I think still coming together, but uh perhaps my my colleagues may have more to say or want to talk more about that. I'm going to uh I'll say one thing and then I'm gonna ask Christine to chime in because I think Christine has a lot of expertise. >> Yeah, I wanted to ask Christine but I >> Christine has a lot of expertise too aggressive for a Friday afternoon >> and help in helping organizations uh u uh uh u uh bring up their data standards into fairness. But I I will say that uh just like Miam said, the entire plan is is definitely still coming together and open open for uh suggestions. And so if you have good metrics and good and best practices, please share them with us. And uh but I I think maybe Christine may have a word or two to say about this. >> Yeah. Although you might be disappointed how uh existential my answer is. I mean I think the reality is that the moment you create metrics, they're almost out of date and they are very specific to the type of thing thing you're trying to do, right? The use case, the the domain that you're working in. Um, so I mean I think the fair principles have survived over these 10 years because they were not uh specific and they're more about concepts, but really when it gets into how do you measure if if something's reusable um that really needs to be based on the implementation of those principles. And so these are things I think best worked out in working groups that are um uh steeped in the context of the domain and what someone is trying to do. And we're trying to uh think broadly um uh over these larger concepts of uh you know how do you how do you keep repositories alive and how do you plan for all of these things that inevitably happen uh uh for a variety of reasons many of which have been uh referenced here in the chat and which have really broadened our thinking too about this. So, I hope that's not too much of a double speak answer, but I don't want to also say lie and say, "Oh, yeah. I've got an Excel spreadsheet that has all of the answers for you." And it will work in all cases. >> Alex, go ahead. >> We uh I was one of the um uh in a previous life when I was working for a funer, I was one of the members of the global biodata coalition. was something that we uh struggled with on the um application process for the core global biodata resources. Um and because research community sizes are different um we tended to measure a number of different things. Uh so in some cases um citations or mentions of the resource was an indication of reusability that it got reused. um but in in other cases just understanding what the uh global web traffic to the tool was or number of downloads or number of API accesses. So there was a whole spectrum of of statistics that we looked at um that all needed to be triangulated across the um the reach and the size of the re research community. Um so there wasn't any bottomline way to combine these into a single metric. Great. Um, I see that we have nine minutes left, so I'm I'm trying to um sort of quickly scroll down and see. So, I did see a I' I've seen a few questions about sort of how our work um relates to the American Geoysical Union's global data resilience work. Um, and uh the answer is quite a bit. So AGU's work is more focused on specifically focused on um the earth and environmental sciences um uh earth space environment um and we have more of a um discipline agnostic uh remmit uh but we are and have been working very closely um with AGU uh and have um quite a lot of sort of like cross talk and synergy between folks who are involved in that effort. uh and folks who have been sort of like leading the leading the way in the charge with um KY to make sure that we are not duplicating efforts that don't need to be duplicated that we are collaborating ways in ways that are effective but also recognizing that you know uh AGU's work um is going to specialize in ways that ours um isn't going to get as deep in the weeds and their remitt is more global. Um so while we're looking more at um those US uh repositories that are in in the US context but that do house as we as we discussed data globally um AGU is looking um broader than that. Uh so I don't remember where exactly that question was but I will say >> uh I will call that question answered. I I answered it. Um I typed an answer, too. So that's why >> Oh, great. Great. Um All right. Let's see. I thought Amit Terzia had a great question. Not that I know the answer, but I thought we could reflect on it. He's basically calling out that there's a gap between the perspective of people like Cruddy, which by the way, I don't know if we've said, great acronym. I love the humility of it. I'm proud to be part of it. Um but also the um uh researchers mostly but also consumers broadly and then people producing the data and you know if there's any tension in those gaps between what we think is needed versus what you know a panel of researchers might say. And I I think this is because he's someone who's trying to serve uh uh layers that that sit on top of infrastructure that answer some of these challenges. So what you know what what do we think is missing between what a panel of people like us would say and data users for example? I mean, I think just just some off-the- cuff thoughts. Um, I think that from in in my prior life as a researcher, um, infrastructure I think that works really well is infrastructure that we can kind of take for granted because it's seamless. And so all of the kind of people power, all of the infrastructure, all of the like data storage and where that lives can seem kind of abstract um when you are a user or a depositor. And so there's things that you know there's challenges I think that are unseen in that in that sense. Um and then I think that there's also something that we've discussed and um is kind of around like how do we think about business models that enable sustainability of these infrastructures and what is the role of sort of paying into these systems. So we've talked about sort of in our discussions around industry and they benefit quite a great deal from you know openly available data sets um and the infrastructures that house those data sets and yet their contributions where they have an ability to make them doesn't really flow back and so how do you kind of work through that um so I think that there's just these different dependencies and ways that we interact with infrastructures that like when everything is working great and smoothly, you take it for granted and you're like, "Of course, this thing will be here forever." Um, but uh I I think and so all of the work that goes on behind the scenes really remains invisible. I don't know if any of that that makes sense, but I think we're also thinking about like how do you how do you make these pieces more visible and bring them into an advocacy strategy that is more unified? Um so that you know people who are depositing into those systems that they that are really important to them or who are drawing data from systems that are really important to them are able to sort of like advocate for the need to sustain them even though they're not going to be talking as much in the weeds about like some of the the nitty-gritty details that an infrastructure person might. Um so I don't know if anybody else on this on this call has thoughts. I mean, probably, but I'll be quiet now. Okay, I'll call that question done. Um, are there other questions that >> Okay. >> Oh, sorry, Miriam. I was just going to say I think you had the perspective uh succinctly nailed when you said they just want it to be there. That pretty much yeah covers it. I mean think of how we use Google right or I guess now it would be you know choose your AI tool clean interface just works hides all the abstraction. >> Linda go ahead. >> Can I answer Wanda's question? >> Yes. Yeah. Yeah. Yeah. So I I I just want to so Wanda is asking um can you give us in simple terms how this benefits? And so um I think this is a great question and I I personally see two major benefits in this. one is is the coordination around these key pillars um and providing some kind of organizing framework that moves us forward rather than kind of the ad hoc efforts that we've been doing in the past and so um I was very excited to join Brett because of that um because I think that we need to have these a plan for how we move forward together um and coordinate amongst all the different groups that are out there. Um, two, I think where I see a lot of importance from this is like filling in the gaps, figuring out where we have a lot of tools that are being created. We have a lot of people doing work, but we need to figure out where the gaps are in that work. Um, and so that's a a big part of what is trying to do is understand where the gaps and an example of this I think for me is in thinking through the advocacy toolkits. um because we have been asked for advocacy toolkit for um legislation that could be created to protect data and that's not something that we have. So trying to identify places that we have gaps that um that could be uh uh uh answered not just by us but by groups that are working in um this effort. So hopefully one of that helps to answer your question some. >> And I think that was a great question to to end on. Um since we just have a minute left. Um so want to thank all of you for taking the time uh on a Friday in August to join us um and sharing uh again that you can share your thoughts with us at data uh resilience.io io as well as in that um Google form that I just shared. That form will have a link to the draft strategic plan. Um, which I will also if I am fast enough uh drop that into the chat. Um, and uh we look forward to this has already been such a rich discussion. Um, and the plan has only been out for a week now and so I'm really excited for the kinds of feedback and thoughts um and energy that we get back from this community. Um so please if you can join me in thanking uh as well Chris, Linda, Alex and Christine as well as um I see in the audience uh some of our fellow credi strategic plan committee members. Um so thank you for all of uh your efforts as well as our COS comm's team for being behind the scenes and making it all go smoothly. Um, so please uh see um look out for a follow-up email with a recording to this um and links uh and we look forward to hearing more of your feedback and thoughts. Have a great rest of your day.