 But I have the pleasure today to welcome in this community, the Make Mythical, if I may, dear colleague by now, because we have been collaborating for three years now, Felipe Pereira from the Foundation of Science and Technology in Portugal, and Felipe will be sharing with us the work that we've been doing and how they approached as a funding agency, how they approached the DMP and what were the questions that they had and how we eventually created the template for them, how it works now with the National Funding Projects. So Felipe, thank you very much for accepting our invitation. The floor is yours. Okay. Okay, so first of all, good afternoon to you all. I would like to thank also Ellie and the open air for the invitation. As Ellie referred, my name is Felipe Pereira, and I am a research data manager at the Foundation for Science and Technology, more specifically at FCCN, that is their scientific computing unit. So today, basically, I will take you the opportunity to guide you through the implementation process of our data management plan system. Which is based precisely on Argos. So very briefly and to provide you with some context, FCT is the Portuguese public agency that funds and supports science, technology and innovation in all the scientific domains. It is under the responsibility of the Ministry of Science, Technology and Higher Education. And as main objectives to establish Portugal as a global reference in the supported areas and also to ensure that the funded research contributes to the society and also to the economic growth. So, FCCN is the scientific unit of FCT. It has at the moment six technological areas, as you can check in the slide that I'm showing. And one of these areas, that is the last one that is referred there, the knowledge area, is in fact the area that integrates the main activities, resources and also the services that are related with open science. So we have basically a set of services that support publications covering the three open access routes, from Gold, Diamond and Green Access. We have also recently launched a service related to journals in the Repsitories Directory. Cross-wide, we have our National Cree System and also Open Educational Resources. But the service that I would like to highlight today in this presentation is the one that is related in fact with research data management. And it is named as POLIN. So it's the POLIN initiative. So the main objective of this initiative is to promote open science in what concerns research data. For this initiative, we established four important pillars and these pillars are interrelated. So we have first the definition and implementation of research data management policies. Very important in the second place, we have the implementation of services and infrastructures in order to allow the community to practice open science. We also promote communication and training activities to support engagement and the awareness near the community. And finally, whenever possible, we are always aligned with different projects and initiatives. And I can give you here some examples such as European Open Science Cloud, Science Europe and obviously the European Commission. So for this that we are approaching, I would like to cover the two first pillars. So concerning the governance, FCT launched already in 2014 a research data management and sharing policy, which actually consists in a set of recommendations. So the DMP submission is recommended as a good Rdm practice. In the meanwhile, considering the context and the all the initiatives that we can face regarding open science, FCT through FCCN has been working on a revised policy. And this policy has clear principles and requirements. So it is a good practice. And I would also like to share with you some of the requirements. So it is expected that this policy will be launched very soon. Nevertheless, I would like just to share very briefly with you some of the principles and also some of the requirements. So the first principle is in fact to ensure that there's open access to research data in accordance to the premise of the DMP. Also that the fact that the research data management should be considered as an obligation of the grant recipients. And finally that data should be managed according to the fair principles. So for this presentation, I selected two requirements. The first one is related with the submission of the new policy. This submission should occur in the first six months of the date of the grant. And also we have another important requirement that will be the deposit of data in a trusted repository. In order to ensure that the community is able to accomplish the requirements of the new policy, we have been working in two services that complement each other. So the first one is in fact the one that is based on this presentation, the data management plan system that is based on Argos and that allows the community to prepare and submit the DMPs in accordance with the FCTs model. And the other services is in fact a data repository, a long tail service that will cover all the scientific disciplines and will enable the researchers to deposit their data in the situations that they do not have an alternative solution. So just one second, okay. So I was going to start explaining and present the analysis and the work that was carried out to select and to implement the DMP system. So back in 2020, so three years ago, as Heli mentioned in the beginning of the presentation, with the support of the University of Minho, it was prepared an analysis and a technical report on the existing tools to prepare DMP. So the main objective was in fact to evaluate what were the available tools that we could select to assess the compliance with FCTs requirements and also to sustain the decision of what was considered or will be considered as the best option for our national service. So we analyzed a total of nine tools that are represented here in the slide and we covered in detail several items including the description of the services, also the openness of the software, the extension of the community of users. We were also very focused on the existing use cases, the possibility and the flexibility to integrate funders models, the available technical support, also very important in terms of national service sustainability of the services and also evaluate obviously the potential adoption. So after this first approach, we were able to reduce the overall selection to a number of four services and there we performed even more detail analysis, more in terms of specific functionalities and also requirements. So the solution and the work that was in fact performed help us to internally discuss and decide what will be our best solution and in fact we selected Argos in a cloud service and why did we select Argos? So basically we valued a set of characteristics that we consider very useful for national service. So the fact that Argos integrates information on projects and grants via open air for us is very important. It is in fact a very flexible tool which accommodates the requirements of both institutions and funders. It has a good usability and allows working in collaboration. It enables the creation of machine actionable and readable DMPs. It is generic so for us it was very important because we could easily integrate different scientific domains. It is part of the European open science cloud services, promotes the fair principles and also we found very interesting that it covers the complete cycle including publication and sharing namely through the nodal. So we in parallel also perform an analysis and selection of the DMP templates that FCT would use and that should be included in Argos. So we opted for a widely known template which is the science Europe score requirements template. We also exchanged some thoughts with NWO and we introduced some changes but basically the main information of our template is from the science Europe's template and is including in fact in their practical guide to the international alignment of RDM which includes guidance for both researchers and reviewers information that we also considered when integrated the model in Argos. So basically the template focuses on six topics. I think it is very important that we I think that's most of the participants in the call probably already know this template but very briefly I just remind you that this six topics includes the data that is generated and or use the documentation and metadata that accompany the data. Also some questions regarding storage and backup aspects. How the ownership will be managed. Which data will be shared and preserved in the long term. And finally also the resource planning and management or responsibilities that are related with data management. So we worked very, very closely with the Argos team that includes Ellie, George and Dimitris. And the idea was in fact to try to customize some functionalities to personalize our national service. So, conjointly again with the Argos team and University of Migno we included a Portuguese version. Namely in what concerns the systems front-end. So basically the index, the messages and some of the contents were translated to Portuguese. We also translated the user guide manual. So we have all the detailed information in Portuguese also to support some of our research community. The FCT template was analyzing details with the Argos team. So we looked at each set of questions. We inserted the guidance to the researchers. We decided which answer should be and shouldn't be mandatory. We evaluated for instance the best answer formats as well as respected the dependencies between questions and very important something that is also a key factor in Argos. We selected as much as possible APIs to assist in preparation of the DMP and also already in mind to sustain the evaluation of the information. So the template was then integrated into the system and we also were able to use the English version. So we know that our community obviously include Portuguese researchers but also from another country. So for us it was really important to have these two versions of the template. So in terms of APIs I selected here some examples. So we consider for instance of researchers. So we are very easily able to select the researcher with their identifier also the organizations. In terms of the funding organization we also are able to select FCT in this case and when selecting FCT we are able to access the respective sets which is also a very easy work to do with our researchers. And I had here also an example that is related to a question in this case with metadata standards where the person that is preparing the DMP can select very easily from the dropdown list to the standard or even if it's not applicable it's possible to introduce it manually. Another important factor that we consider was also to integrate with the Research Data Alliance DMP common standards in order also to ensure the quality of the data. So once the new policy was not yet launched we still at the moment don't have a significant number of DMP submitted but I would like to share with you a very recent case regarding the data repository that we are implementing. So we are now entering in its pilot phase and we launched and one of the requirements to be able to make a proposal was in fact to prepare a DMP and we asked the candidates to prepare a DMP based on FCT model and also using Argos and the experience I believe it was very positive. We practically did not have any issues reported but we were able to to verify that the model works well and also the tool works very well. So in terms of next steps we are able to make a proposal to make a proposal to we are constantly organizing communication sessions not only related with the DMP but also with general best practices of research data management. We have a training plan so we have been doing some specific events on specific institutions like the DMP model and also Argos tool. We are constantly trying to follow up Argos new functionalities and something that is very important for us is also related with possible integrations and finally and regarding our internal process we are starting to implement the training and compliance system. So this is the presentation that I have for you today and I'm open to questions that you might have. Thank you very much. Thank you very much Philip. Thank you for this nice overview of what's happening in Portugal and also highlighting the areas that you found at least useful when looking at creativity with Argos. There is actually a question from Angela. When does this new research data management politics is expected to be implemented or published? It has been a challenge for us because we in fact have the policy already revised more than one year ago. We had internally some changes and we had an additional challenge because in fact we look at data and also to publications as two important pillars for open science and it was decided in fact to launch two policies one revision of the RDM policy and also one revision of the open access to publication policy. The fact is that FCT also adhered to plan S and it was considered like a priority to revise the policy to publications but we intend to launch both policies practically at the same time so we are planning to have also the initiative from open access to publications revised and approved in order for us to launch our own policy. I would like not to refer any specific data because it's really difficult but I'm positive and I think that we might be able to launch the policy still this year. That's excellent. Another question by Silvia for the open access data is there any control on general quality? Yes we are going to start gradually so we know that the policy will have a big impact near the community so we want to implement the policy in a gradual way so first we are going to support the community with these services and present the requirements and we will ensure that requirements are being met and in the second phase we are going to start evaluating data not the first step it should be but according to the number of projects that we will have and to the impact of this new policy we know that this is something that it's not quite realistic so first we are going to on work perform in the submission of the MPs and the next step will be to evaluate in fact the data. Thank you. Any other questions please feel free to raise your hand and pose the question using your microphone. I have here also a slide with my contact so if not in this call if anyone wants to clarify something please feel free to raise your questions there's no problem we also have a question from Julia in the meeting's notes I don't know if Julia wants to open the microphone and raise the question. Hello. I'm wondering if by discussing with other funders and discussing like the alignment in Europe for instance with Science Europe do you find any challenges or any other things that in Portugal you found more important or less important. Yes what I can tell you by the experience that we have until now I think the management is a very important pillar but in terms of maturity near the community I think that we still have a lot of work to do. We are aware that we will need in fact to raise awareness near the community I think this is one of the most important steps and it's included in our for instance communication sessions and also trying to provide some training and we want to clarify that the fact that preparing a DMP it's not an art task or that is something that it's only requested by the funder and something to complicate the research funding it's not the case and our role is also to raise the awareness that I already mentioned and try to show that in fact there's a very high benefit for the research teams in order to to practice this this task. We had the opportunity near other countries namely we participated in the AOSC synergy it's a project related to the European Open Science Cloud and we exchanged some information and we were in fact able to evaluate the maturity that I already mentioned before and we know that we are not the only country that needs to perform this type of supervision and trying to give some support near the community but we know that is a challenge and we need to evolve some change in the mindset and highlight the benefits of these best practices. Thank you Philippa. There is another question by Yanny. Thank you for the interesting presentation. I understand that you implemented this and are you able to provide additional guidance text links example tailored information about storage to storage infrastructure different institutions is the template you developed now available to everyone? Yes, yes it is in fact so this was one of the steps that we performed when working with the Argos team so right now if you access to Argos you can select and you will be able to see these templates in Portuguese or in English version and you will be able to see the set of questions according to the six topics that we discussed previously and it's really easy also to see the type of answers that are requested if they are mandatory, if they have no disinformation is available in FCT's templates. Nevertheless if you need more detail information just let me know you have my contact and we can obviously provide more detail if necessary. Just to if I can understand the question so this collaboration with the FCCN from FCT was for them to use the Argos online the service that Opener offers to create a template there was not in there was no let's say instance of the software that Argos is based on to do the storage to storage infrastructure that you say to different institutions but I see that we have in the audience one I think I saw one somewhere who has deployed Argos and can possibly also cover this part of the question can you hear us but then maybe it's we can fill up on that. Thank you very much for the answer any other questions I know that some of you might have in your plans to use to are there any questions that you would like to pose to Filipe as one of the let's say interested party that wanted to try to understand how they can implement RDN policy. We have a question from Mosca in our meeting notes if Mosca wants to open a microphone please feel free everyone to open the microphone to pose the question Thanks a lot I enjoyed your presentation very much very informative we are getting ready for something similar I was wondering so if researchers are using the template in Slovenia is there anything connected with research data did they find the template easy or did they have any remarks I know that researchers want to have everything super easy Google easy you just type something Thanks a lot I would like to add a good addition to the template so the template is based on science Europe's topics but we were able also with the support from Mali to detail more in depth the topics so we have it's not a considerable but at the beginning I was afraid that could be a big project for our researchers but in fact we were able to also settle a lot of questions we drop down menus that is quite easy for the person that is preparing the DMP and according to the experience we are getting there are no complaints about filling in the template we try to simplify the maximum but also we kept in mind that we need a lot of information so we had to find a balance between these two options but the experience it's positive we also had the opportunity to mention on the presentation we had very recently the submission of several DMPs related to the pilot phase of the other service that we have and we were very surprised because the DMPs are quite complete even some of the questions that are not mandatory researchers try to fill in and we had also some feedback that some of the questions and we know that's one of the main objectives some of the questions raised some some planning some work that needed to be discussed internally within the research team because there were some I don't know for instance related with the needed resources researchers do not tend to estimate at the beginning of the project so the template gave some guidance talking about guidance we need each question in fact some texts some links to information in order also to simplify the preparation of DMP we are also involving the research supporting staff so not only specifically the researchers but all the staff that is within the team in order to clarify as much as possible the template so these are some advices that we can contribute but please feel free to discuss further I will be quite happy to give you more detail and share more of our experience Moshka thanks a lot I really appreciate it it's very inspirational and also congratulations to FCT and Ellie thanks a lot it was wonderful really a big support and I think it's a great experience maybe the density here no we don't have additional questions anyone knows that it's in the same situation building policies and finding tools would like to ask something to now that we have her here hi good afternoon can I thank you very much for your presentation it was very informative I'm part of the team for the science technology management of our research center and I was wondering if you can show us the template where can we find it I have one from the FCT but I don't know if it is the one so I think that IFR goes already open thank you so basically just let me take you I'm going to sign in I'm already signing we cannot see the screen the presentation so I'm going to share again can you already see it very briefly I can do just your text text English contact next I'm going to select FCT and a random grant I'm not going to fill in right now the mandatory only the mandatory questions so here when you go to data set info you are able to select the template so if you select FCT you will have here the two templates that I referred so you have the model in Portuguese that I believe it's not something that you would like to use but you have here the FCT template in English so if you select it I will save my data set manually again I'm going to put test we confirm again here the template so we are already in this yellow area so it's concerning data set so it's where you can check our template so right now as you can see here in the index you'll see the six topics so data information documentation storage personal data sharing and finally the responsibilities and resources so when you choose next you will access the template so right now in the index you'll see each of the questions for each topic so the questions that start from the topic one so you can see all the questions if you go down you can see the entire template and you can see what we mentioned in terms of the analysis that we perform in order to select the type of answers that we would have you can see here some of the questions that we consider for instance with the RDA common standards you can see for instance I'm going to show you in terms of metadata for instance if you select yes you can select from the API the list for instance the standards of metadata and you have near each question you can see the the guidance that we refer so the person that is in the information has also some guidance and some additional information in order to respond to the questions I don't know if I help you with this demonstration yes yes thank you very much so you can export the template so you can I'm going just to save as it is I'm going to my datasets and it's in draft so if I open it then you have here the option of export and you have several formats for example PDF and you can check this is obviously going to be very incomplete but you'll have the the version downloaded okay thank you very much that's okay thank you thank you there is another question I was saying I just would like to add the importance of the involvement of the research support staff, librarians, administrators, etc, IT team, ethics committee, legal staff, etc in the process some questions of the DMP are very technical and this support is very important I think that's more of a statement than a question Salima is actually working with us and is also participating in the pilot phase for the repository so Salima was involved in the preparation of the DMP of her institution and project so she is very well aware of all these questions I see well thank you for also your contribution Salima Yeni has another question does the template support specification of different phases in the project defining question as a relevant in the planning phase the active phase that there is this technically possible in Argos I think this is for me and just for you to know we are going to launch a new we are doing some big changes at the moment in the front at the end for researchers so the workflows that you saw today for example that Philippe just demonstrated a few minutes before are going to be enhanced and inside well with new functionalities and with new types of information new fields one of them will be this one to specify the different phase of the project so it's not at the moment it's one of the big release that we're launching this after summer hopefully September in that case I just would like to add that we also had that challenge and the way that we try to manage the situation was in fact to select some specific questions with no mandatory we know that's at the beginning of the project probably some questions we're going to be difficult to to answer so we leave them as no mandatory but we are going to request and it's also we know that DMP it's not a statical document you need to update it from time to time and whenever you have an important change so it is expected that the research and their team will be able to update some of this information but it's good to have this information also from Mellie because it's in fact very important yeah yes we agree we've received this we are already working thank you thank you for this question again if you have any questions, links anything for discussion related to this template well if not then thank you very much for joining us today thank you for the invitation and I hope it was useful and again if any of the participants wants to clarify something or share some experience feel free please thank you very much everyone and we'll of course we are available offline but we will tune in again next month the last last Wednesday of the month thank you