Controlled Access Management Report and Recommendations: Guidance to Implementation Planning

Implementation of the recommendations outlined in the Controlled Access Management (CAM) Report & Recommendations requires planning, collaboration, and recognition of the diverse contexts in which research is conducted across Canada. While the report provides recommendations for advancing controlled access management, their successful implementation will depend on the ability of ecosystem stakeholders to adapt them to local needs, capacities, and governance. The CAM Report Implementation Planning Working Group was established to develop guidance to support institutions and organizations in advancing selected recommendations from the CAM Report & Recommendations. The guidance in this document recognizes that implementation is not a linear process, nor is there a single approach that will be appropriate for all institutions and organizations. Differences in institutional or organizational size, resources, governance structures, legislative obligations, and existing infrastructure mean that implementation approaches will vary across the research data ecosystem. There are also recommendations whose implementation would be greatly facilitated by collaboration within and/or between institutions and organizations; again, such collaboration could take many forms, and this document does not prescribe how it should occur. Accordingly, this guide is intended to highlight key considerations that may support implementation, including potential success factors, roles and responsibilities, resource needs, and existing gaps. By identifying these considerations, the guidance document aims to support the research data community in advancing controlled access management in ways that are practical, sustainable, and responsive to local contexts. This work is intended to complement the CAM Report and Recommendations, in supporting ecosystem stakeholders looking to advance one more or of the recommendations with practical considerations.