FIDELIS Transparent Trustworthy Repository Attributes Matrix (TTRAM) 1.00 Webinar Presentation

FIDELIS Transparent Trustworthy Repository Attributes Matrix TTRAM 1.00 Webinar 27 October 2025 Agenda FIDELIS Transparent Trustworthy Repository Attributes Matrix TTRAM 1.00 webinar 11:00 - 11:10 Welcome Mari Kleemola, TAU-FSD 11:10 - 11:40 TTRAM v1.0 Herve L’Hours, UKDS 11:40 - 11:55 Q/A All 11:55 - 12:00 Next steps Mari Kleemola, TAU-FSD 2 Project background 3 https://zenodo.org/records/7034315 https://doi.org/10.5281/zenodo.7568400 Budget: 5M € (lump sum) Duration: 36 months, 2025-27 Coordinator: CSC, Finland (Damien Lecarpentier) The FIDELIS project aims to further develop and implement the vision set by the community in the working paper and establish, by the end of a three-year project, a healthy, vibrant and self-sustaining network of TDRs that will foster a supportive open science environment and guarantee FAIR data sharing also in the future. FIDELIS Objectives 4 Strengthen the upskilling of repositories and expansion of the Network through an active training and support programme 03 ●Identify training needs and support requests from digital repositories ●Develop a comprehensive training and mentoring programme ●Onboard new repositories in the Network ●Disseminate and demonstrate the added value of the Network and its activities across EOSC Foster harmonisation and interoperability across repositories to enable an EOSC federation of TDRs 02 ●Develop a matrix of repository capabilities and characteristics ●Recommend standards, APIs and solutions to facilitate access to resources, foster interoperability and allow cross-repository services ●Facilitate the technical federation of repositories across EOSC Set up, develop, and operate a European network of trustworthy repositories that will support the development and growth of TDRs within the EOSC ecosystem 01 ●Set up a lean governance structure to establish and operate the Network ●Build up a good membership base ●Develop and test the value proposition of the Network ●Provide common directionality and a common voice for digital repositories ●Develop a common understanding of legal requirements of TDRs ●Develop strategic partnerships and agreements with other initiatives FIDELIS Consortium 5 Consortium of 24 partners across Europe, including six scientific communities: CESSDA (Social Sciences), CLARIN (Linguistics), ELIXIR (Biomedical Sciences), INRAE (Agri-food), ESRF (Physical Sciences) and DKRZ (Climate Science). TTRAM development: an iterative process informed by community feedback 7 ●The first TTRAM draft was shared for feedback in April, the second in June 2025 ●Key feedback received: ○Requests to improve clarity and goals of TTRAM (e.g. definitions of terms, sources, should all template cells be filled in, level of transparency) ○Suggestions to improve the structure of the TTRAM (e.g. diagrams) ○Comments on the repository variables (e.g. requests to add more examples) Image by Freebik Kleemola, M., L'Hours, H., Parkes, O., Recker, J., Duvaud, S., van Horik, R., Alaterä, T. J., Liberante, F., Conzett, P., Kaartinen, H., Bäckman, S., Lammert, A., & Verburg, M. (2025). FIDELIS MS12 First version of TTRAM. Zenodo. https://doi.org/10.5281/zenodo.17157958 8 ●Feedback has been integrated in TTRAM 1.00 ○FIDELIS MS12 First version of TTRAM ○Introduction and Overview ○Design Statement ○Guide ○TTRAM template spreadsheet FIDELIS Matrix v01.00 Overview Herve L’Hours, UK Data Service Clarification 10 … all the words in the following sentence are ambiguous, disputed or subject to debate. “Types of Trustworthy Digital Repositories (TDR) preserving digital objects.” TTRAM Overview 17 The matrix is a tool to support the project, network and wider EOSC stakeholders in: ●Collecting information in a logical, reusable way ●Understanding the wide variety of types and practices across repositories ●Sharing structured information for consultation and use ●Designing and implementing a functional network of mutual support and aligned practice TTRAM Variables 18 The first variables we have selected are: ●The levels of retention, curation and preservation being offered ●The Repository, Object, User, Depositor characteristics that vary across repository ‘types’ (disciplinary, generic, national, institutional etc) TTRAM Building on the Initial Variables 19 Variables influence repository activities and functions and the related transparent information. Initial variables selected as a foundation: ●Different levels of retention, curation and preservation influence technical monitoring (of formats and software) and community needs. Identifying triggers for preservation actions. ●Inclusion and exclusion of objects, depositors, and users influence whether a researcher should or could select them for their research outputs. TTRAM Building on the Initial Variables 20 Variables influence repository activities and functions and the related transparent information. Understanding these key variables, and how they interact, will provide the foundation for a common vision and for the exploration of additional, relevant variables including (but not limited to) the TRUST, FAIR and CARE Principles. The Levels of Retention, Curation and Preservation 21 Z. Level Zero. Retention-only Content distributed as deposited. Unattended deposit-storage-access. Data content and supporting metadata are stored for a given time period, D. Deposit Compliance Data content and supporting metadata deposited are checked for compliance with defined criteria C. Initial Curation The digital objects are curated by the repository to meet defined criteria A. Active preservation Long-term responsibility for ensuring that the data and metadata can be understood and rendered as required by the designated community for reuse TTRAM Repository Types and Organisational/Collection Scope 22 Commonly referred to repository types include: ●Institutional ●Regional, National, International ●Generalist ●Disciplinary/Domain/Specialist These types influence the scope of repository’s organisational mission and their collections including: ●Digital objects types and content accepted for deposit, curation, preservation and access ●The range of users served ●The range of depositors served ●The necessary skills and expertise within the repository TTRAM Activities & Functions 23 30 activities and functions ●digital object management ●organisational infrastructure ●technology ●security ‘Superset’ drawn from a range of existing criteria, guidelines, requirements and standards. The matrix supports cooperation and alignment. It will compliment and engage with those working to develop more specific and granular criteria. It is not intended to dilute or replace them. TTRAM Activities & Functions - Source Criteria 24 1.COAR Community Framework for Good Practices in Repositories 2.CoreTrustSeal Trustworthy Digital Repositories Requirements 2023-2025 Extended Guidance 3.CoreTrustSeal+FAIRenabling: Alignment between the FAIR Principles and CoreTrustSeal 2023-25 4.Desirable characteristics of Data Repositories for Federally Funded Research 5.Digital Library Federation (DLF) Levels of Born Digital Access 6.DLF Born Digital Access Working Group 2020-02-05 7.DPC RAM 8.FAIRsFAIR Service Assessment Framework 9.Identifying ELIXIR Core Data Resources 10.National Digital Stewardship Alliance (NDSA) Levels of Preservation 11.Supplemental Information to the NIH Policy for Data Management and Sharing: Selecting a Repository for Data Resulting from NIH-Supported Research 12.The FAIR Guiding Principles for scientific data management and stewardship 13.The TRUST Principles for digital repositories Key: 25 26 TTRAM Transparency & Variables 33 34 TTRAM Implementing the Matrix 35 •Most activities and functions will be broadly applicable. Some will not apply to every repository E.g. if you provide retention, storage and access but don’t curate or preserve objects •The Matrix is not a form to be completed, an assessment or a test, there are no wrong answers or judgements •… TTRAM Dependencies & Interdependencies 36 The Matrix will support and/or seek to align with: ●Network Governance and Value Add (FIDELIS Pillar 2) ●FIDELIS Training and Support (Pillar 4) and Strategic Alliance ●Cascading Grants, Communication and Dissemination (Pillar 5) EDEN ●EDEN Expert and Community Engagement (WP4) ●Data and Process Framework for Long-Term Digital Preservation (WP1) ●Discipline-specific Requirements, Validation and Future Use (WP3). ●Long-term Access and Preservation Services & Tools (WP2) ○Plus RDA work on ‘technical repository service providers’. TTRAM Dependencies & Interdependencies 37 ●EDEN outputs on preservation, reappraisal and quality criteria can be integrated into the matrix where relevant, specifically around active long term preservation repositories and disciplinary repositories and technical services. ○But we also expect these outputs to be more broadly applicable. ●The matrix will also support ○ongoing alignment with existing standards, guidelines, criteria and metadata. ○Examination of new variables that influence transparency Core Preservation Processes CPP vs Lifecycle A|F CPP vs Preservation CPP to TTRAM Alignment & Gaps 42 Questions? http://www.eden-fidelis.eu /company/fidelis-eosc/ @fidelis-eosc [email protected]