Welcome to Scholars Portal's Dataverse CTS Certification Project webpage. 

A. Project Details

A.1 Important Dates



  • November 2022 - January 2023 - CoreTrustSeal's application portal will be closed. 
    • Applications that are submitted prior to October 2022 will be assessed against the current, published CTS Requirements 2020-2022. 
    • When the portal re-opens, new applications will be subject to the new version of the CTS requirements. The revised Requirements will be used from 2023-2025. 

A.2 Project Plan

A.3 Communications

Portage Canadian CoreTrustSeal Cohort: Slack Channel

  • 7 Sept 2021 – From Portage/NDRIO: Upcoming CoreTrustSeal Cohort Fall/Winter Activities
  • 11 Aug 2021 – From Portage/NDRIO: Saves the Dates: CTS Cohort Meetings Sept 15th & Oct 6th
  • 22 June 2021 - From Portage/NDRIO: June 28th Workshop and Participant Survey
  • 2 June 2021 - From Scholars Portal: Update on June Meeting for SP DV Cohort
  • 31 May 2021 - From Portage/NDRIO: CoreTrustSeal Cohort: Save the date!
  • 28 May 2021 - From Scholars Portal: Update CoreTrustSeal Certification Cohort
  • 26 May 2021 - From Portage/NDRIO: Update CoreTrustSeal Certification Cohort
  • 4 May 2021 - From Portage/NDRIO: Repositories Selected for Cohort & Funding

A.4 Events & Activities

A.4.a Calendar of Events

A.4.b Agendas & Handouts

B. CTS Certification

You can find CoreTrustSeal (CTS) certification documentation and information on their website: CoreTrustSeal.

This information includes their Certification Requirements and their Application Portal.

Portage has recently (July 2021) had the CTS Extended Guidance document translated to French, unofficially. Please note that the English version is the only version endorsed by CoreTrustSeal.

The Dataverse Project at Harvard has also produced a Dataverse Guide for CTS Certification. This guide outlines what potential responses could include as per three previously successful Dataverse-related applications.

B.1 CTS Certified Repositories - Applications Reviewed

Data Archiving & Networked Services (DANS): Electronic Archiving SYstem (EASY)

DataverseNL (Tilburg University)

DataverseNO (UiT The Arctic University of Norway)

The Odum Institute Data Archive (University of North Carolina)

Incorporated Research Institutions for Seismology (IRIS)

Finnish Social Science Data Archive (Tampere University)

B.2 CTS Certified Repositories - Applications Not Reviewed

Scholars' Mine (Missouri University of Science and Technology)

Merritt (University of California)

The Qualitative Data Repository (Syracuse University)

Dataverse Community Meeting 2021 - CoreTrustSeal Certification on June 16th

Open Repositories 2021 - Panel on Dataverse Community and CoreTrustSeal on June 10th

Dataverse Community Meeting 2020 - Session on CTS Certification

C. Example Policies from Reviewed CTS Applications

Each of the six reviewed CTS applications have their own page that includes a list of all files, related to that repository, that are available for download. Each page also includes a high-level review of the most relevant documents from that repository.


C.2 DataverseNL

C.3 DataverseNO

C.4 Odum



C.7 Policies/Procedures for Reviewed CTS Application

This page contains a comparison of the documents referenced in each of the six application – by requirement. This comparison demonstrates that there is a wide-range of documentation used by the six analyzed repositories to justify how they comply to each requirement.

C.8 Gap Analysis for Scholars Portal

This page contains a review of the 16 CTS requirements and what recommended documented evidence is required by both Scholars Portal and Member Institutions to demonstrate compliance for each requirement. This recommended documented evidence is based on both the instructions provided for each requirement by CTS, and the six example applications reviewed and noted above.

D. Digital Preservation Info

Preservation Expert Group (Portage)

D.1 Preservation Planning Resources

Systematic Planning for Digital Preservation - Becker et al. 2009

Government of Canada:

InterPARES 2 Project:

Digital Preservation Coalition:

OAIS Reference Model (June 2012)

Interesting Journal Articles:

E. Data Curation Info

Curation Expert Group (Portage)

Data Curation Network (US)

Open Source Tools for Scaling Data Curation at QDR

Interesting Journal Articles:

F. Example Policies from Dataverse Community

Please go to this page to view policies and processes gathered from member institutions.

If your institution has documented policies or processes for your institutional Dataverse that are not yet listed, please let us know and we'll post them on this page.

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