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The Hakai Research Data Workflow

The data management and mobilization steps below are intended for internal use by Hakai scientists to be applied throughout their research project once an EOI is approved.

  1. Optional Create a Data Management Plan in Google Docs (see Data Management Plans)
    a. Highly recommended in the event of collaborating with external partners or organizations
    b. Share the DMP with project collaborators
    c. Contact DM Team to mint a DMP DOI
  2. Create a GitHub repository in the Hakai organizational account for the research product.
    a. If GitHub does not meet your data storage requirements, consider alternative institutional data holdings (see Data Storage). Do not store data in your personal repository or drive
    b. Use the Hakai-dataset-repository-template (see this guide)
  3. Draft a metadata record for the Hakai Catalogue using the Metadata Entry Tool
    a. Draft a metadata record for the overall project
    b. Add the DOI for the overall project metadata record to the Tula Portfolio for project tracking
    c. Draft a metadata record for each project key deliverable or research output
    d. A metadata-only record can be published before a dataset is finalized
  4. Data collection, processing and standardization
    a. Store raw and/or processed data in the Hakai Database (e.g., EIMS, NAS) or in the chosen institutional data repository
  5. Finalize your data package and create a public GitHub Release
    a. Make the visibility of your repository public
    b. Create a GitHub Release
    c. Copy the tag version number into the Metadata Entry Tool's version number field
    d. Link to the GitHub Release by including the URL as the Primary Resource through the metadata record (e.g., https://github.com/HakaiInstitute/{your-repository}/releases/latest)
  6. Publish your raw and/or processed data to the project's chosen domain-specific or generalist data repository
  7. Finalize or update the metadata record(s) and submit for review
    a. If applicable, add the DMP ID as a Related Work
    b. Where applicable, add a link to the data in a generalist or domain-specific repository as a Related Work
    c. If you have already published a metadata-only record, update it and contact your Data Mobilization representative for review

Hakai Research Data Workflow