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PARTHENOS-project.eu
WP2 in Parthenos:
Community involvement and requirements
Prato – 2016-12-14
Sebastian Drude
CLARIN ERIC
PARTHENOS-project.eu
WP2 in Parthenos – Overview
WP2: Community involvement and requirements
1. The role of WP2 in Parthenos
2. Work done in WP2
3. Major findings from the Requirements Report D2.1
2
PARTHENOS-project.eu
Role of WP2 in Parthenos
PARTHENOS WP2:
Community involvement and requirements
At the core of PARTHENOS
3
PARTHENOS-project.eu
Role of WP2 in Parthenos
T2.1 : Definition of users’
requirements about data policies
T2.2 : Definition of standardization
requirements
T2.3 : Definition of interoperability &
related services requirement
T2.4 : Definition of education &
training requirements
T2.5 : Definition of communication
requirements
4
WP3: Data policies
WP4: Standardization
WP5: Interoperability and semantics
& WP6: Services and tools
WP7: Skills, Professional
Development and Advancement
WP8: Communication, dissemination
and outreach
PARTHENOS-project.eu
Major work in WP2
• Regular biweekly/monthly meetings of the council (30 total since end of June 2015)
• D2.1 “Report on User Requirements”: first version Jan. 2016, finalized Oct. 2016
• D2.2 “Report on the assessment of the education and training plans and
activities” has been submitted (Oct. 2016)
• All “Task Forces” are working in close contact with ‘their’ respective Work Package,
providing early feedback on activities, way before the next deliverables
6
PARTHENOS-project.eu
Parthenos’ user communities
7
PARTHENOS-project.eu
D2.1: Report on User Requirements
• Covers all major areas relevant to Parthenos and support for (digital) research in general:
1) Data policies:
a) Research Data Lifecycle;
b) Quality Assessment & Assurance;
c) IPR, Open Data & Open Access
2) Standardization
3) Interoperability, services and tools
4) Education & training
5) Communication
• Usually not obtained by surveys or similar, but based on earlier reports and documents
8
PARTHENOS-project.eu
D2.1: main findings on (1) data policies
• Major concerns regards data preservation (40 %)
• Improvements to data accessibility
• Data and metadata quality
• Tools and services in tune with
researchers’ workflows (often discipline-specific)
• Researchers wish to control their data
• Wider access to datasets would facilitate collaboration
between researchers and enhance funding opportunities
• Understand the entire scholarly research process
offer applications and services supporting the
corresponding workflow
A: Data lifecycle
9
The UKDA research data lifecycle model
Basis: 68 use cases on data lifecycle (20 docs)
PARTHENOS-project.eu
D2.1: main findings on (1) data policies
• Establish discipline-specific services of
data management (different requirements)
• Selection / verifiability of data (standardized)
• Appropriate description of the variety of
resource types
• selection / promotion of high-quality deposit
services
• clear guidelines / procedures for
management, archiving, and sharing of data
• Use of PID system and Federated Identity
10
• Metadata: enable cross-domain data re-use
• Datasets with metadata (discovery / access)
• Data: relevant, understandable, trustworthy
• Quality of data documentation (contextual
information: evaluate if the data is relevant)
• Accuracy: description / data representation
• Consistency of data values (conceptual
level) of data format (structural level)
• Metadata functional requirements
(discovery, authentication, administration, …)
B1: Quality Assessment
of Digital Repositories (DR)
B2: Quality Assurance
of Data and Metadata Items
Basis: 8 use cases on quality assessment of DR and quality assurance of data / metadata items (17 docs)
PARTHENOS-project.eu
D2.1: main findings on (1) data policies
• Definition of a framework of licenses for
data in Portal of Infrastructure’s community
• Creation of a tool to identify the copyright
status for data or collections
• Creation of a tool to associate the
identified copyright status with data within
Portal of Infrastructure’s community
• Creation of an AAI (Authentication and
Authorization Infrastructure)
• Updated information on the IPR legal
frameworks across Europe
C1: Intellectual Property Rights
11
Basis: 21 use cases on IPR, Open Data and Open Access (12 docs)
• Controlled access to protected data
• Common methods of data citation
• Definition of best practice for reviewing
academic articles before publication
• Identification of sustainability models
• If there is a traditional publication process,
define the strategy to ensure optimal
dissemination of open access publication
• Definition of a minimum set of data to
share under a CC0 or CC-BY license
• Guarantee the searchability of data
C2: Open Access & Open Data
PARTHENOS-project.eu
D2.1: main findings on (2) standards
• 20 use cases and 20 user requirements on Standards
• Standardization is key to data sharing and reuse
12
Standards needs for:
• Tools (creation, publication, mapping,
visualization etc of data)
• Formats for describing data (metadata)
• Guidelines for describing procedures
• Shareable file formats
• Sustainable repositories
Preconditions for using standards
• Easy to use
• Adaptable to others standards
• Supports work process
• Data is easily findable and accessible
• Budget, time and expertise
PARTHENOS-project.eu
D2.1: main findings on (3) interoperability, services and tools
• More than 50 functional requirements from 90 use cases
• General level requirements, shared across several use cases and disciplines, expressing the
same needs e.g.: data quality, availability, accessibility and enrichment
• Specific needs driven by specific disciplinary concerns
• Shared set of priorities at the general level (i.e. search and information display tools)
• Detailed, domain driven requirements regarding tools
• Technical and non-technical requirements (i.e. sustainability of tools and datasets) to be
considered as action points for other WPs, and inserted in the agenda for the development of
mid and long-term actions
14
PARTHENOS-project.eu 15
PARTHENOS-project.eu
D2.1: main findings on (4) education & training
• Information from desk research / analysis of project reports and deliverables + questionnaire
• There is a motivation to systematically develop, organize and set up training and education
modules in a comprehensive manner among the analysed infrastructure projects
• Often not realized due to the typical project characteristics (fixed project duration etc.)
• The need for a kind of “umbrella” perspective and developments as in PARTHENOS has been
stated clearly
16
PARTHENOS-project.eu
D2.1: main findings on (4) education & training
• Regarding delivery of training:
• preference for face -to-face meetings
• combination of workshops, summer schools or virtual meetings with moderated distance-
learning modules is the most common and promising way of delivery of training
• Regarding topics for training:
• raise the awareness about DH in general and research infrastructures in particular
• insight into Humanities researchers epistemological practices are needed
• Digital Methods and Tools in Research Infrastructures
17
PARTHENOS-project.eu
D2.1: main findings on (5) communication
Basis:
• A sample of relevant scientific communication platforms such as e-journals and repositories
where collected and analyzed to obtain the criteria for their evaluation.
• Goal was to gather information on relevant journals and repositories in the field and to enable
their evaluation with regard to their attractiveness for Digital Humanities researchers for
publishing their findings there.
• Regarding dissemination strategies, a number of dissemination reports from PARTHENOS-
related projects were gathered and scrutinized to get insight into the dissemination strategies.
18
PARTHENOS-project.eu
D2.1: main findings on (5) communication
• Evaluation criteria derived from the analyzed journals and repositories range from the domain
and covered topics of the journals to regional and international coverage, languages, formats
and outputs accepted to the ability to be quantitatively analyzed.
• The dissemination reports revealed a group of five most evident activities:
• 1. dissemination activities via project's website
• 2. partners’ institutional websites are used for the dissemination of information
• 3. newsletters
• 4. press releases are common means when it comes to dissemination strategies
• 5. networking and consulting at conferences in various phases of the projects
19
PARTHENOS-project.eu
Further results
D2.2 “Report on the assessment of the
education and training plans and activities”
delivered in October 2016
Task 2.4’s aim = to support the development
of the first version of the training plan by
providing structured feedback
Selection of experts / peers reflected the
target groups of the training plan
(researcher; content specialists in CHIs;
technical developers; managers of
institutions / projects )
Initial Training
Plan (WP7)
Virtual Expert
Discussion
Written Peer
Review
PARTHENOS WP
Leaders
PARTHENOS-project.eu
Further results
Results:
the underlying approach of the training plan is valid
teaching contents and modes of delivery rated solid, coherent and well thought out by all
the experts
breakdown of target groups / audiences has been evaluated as being clear and sufficient
asynchronous mode of content delivery proposed in the training plan critically discussed –
flexibility vs. barrier of accessibility
need of awareness raising critically discussed – “Is it actually still necessary to distinguish
communities that use RIs from those that do not ?”
PARTHENOS-project.eu
Further results
Results from Leipzig Summer School:
European Summer University in Digital Humanities in July 2016
workshop on “Digital Research Infrastructures in the Humanities: How to use, build and
maintain them” led by Jennifer Edmond.
teaching contents reflected the “Phase 1” modules of the initial training plan
PARTHENOS-project.eu
WP2 in Parthenos:
Community involvement and requirements
Prato – 2016-12-14
Sebastian Drude
CLARIN ERIC

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PARTHENOS Community Involvement and Requirements

  • 1. PARTHENOS-project.eu WP2 in Parthenos: Community involvement and requirements Prato – 2016-12-14 Sebastian Drude CLARIN ERIC
  • 2. PARTHENOS-project.eu WP2 in Parthenos – Overview WP2: Community involvement and requirements 1. The role of WP2 in Parthenos 2. Work done in WP2 3. Major findings from the Requirements Report D2.1 2
  • 3. PARTHENOS-project.eu Role of WP2 in Parthenos PARTHENOS WP2: Community involvement and requirements At the core of PARTHENOS 3
  • 4. PARTHENOS-project.eu Role of WP2 in Parthenos T2.1 : Definition of users’ requirements about data policies T2.2 : Definition of standardization requirements T2.3 : Definition of interoperability & related services requirement T2.4 : Definition of education & training requirements T2.5 : Definition of communication requirements 4 WP3: Data policies WP4: Standardization WP5: Interoperability and semantics & WP6: Services and tools WP7: Skills, Professional Development and Advancement WP8: Communication, dissemination and outreach
  • 5. PARTHENOS-project.eu Major work in WP2 • Regular biweekly/monthly meetings of the council (30 total since end of June 2015) • D2.1 “Report on User Requirements”: first version Jan. 2016, finalized Oct. 2016 • D2.2 “Report on the assessment of the education and training plans and activities” has been submitted (Oct. 2016) • All “Task Forces” are working in close contact with ‘their’ respective Work Package, providing early feedback on activities, way before the next deliverables 6
  • 7. PARTHENOS-project.eu D2.1: Report on User Requirements • Covers all major areas relevant to Parthenos and support for (digital) research in general: 1) Data policies: a) Research Data Lifecycle; b) Quality Assessment & Assurance; c) IPR, Open Data & Open Access 2) Standardization 3) Interoperability, services and tools 4) Education & training 5) Communication • Usually not obtained by surveys or similar, but based on earlier reports and documents 8
  • 8. PARTHENOS-project.eu D2.1: main findings on (1) data policies • Major concerns regards data preservation (40 %) • Improvements to data accessibility • Data and metadata quality • Tools and services in tune with researchers’ workflows (often discipline-specific) • Researchers wish to control their data • Wider access to datasets would facilitate collaboration between researchers and enhance funding opportunities • Understand the entire scholarly research process offer applications and services supporting the corresponding workflow A: Data lifecycle 9 The UKDA research data lifecycle model Basis: 68 use cases on data lifecycle (20 docs)
  • 9. PARTHENOS-project.eu D2.1: main findings on (1) data policies • Establish discipline-specific services of data management (different requirements) • Selection / verifiability of data (standardized) • Appropriate description of the variety of resource types • selection / promotion of high-quality deposit services • clear guidelines / procedures for management, archiving, and sharing of data • Use of PID system and Federated Identity 10 • Metadata: enable cross-domain data re-use • Datasets with metadata (discovery / access) • Data: relevant, understandable, trustworthy • Quality of data documentation (contextual information: evaluate if the data is relevant) • Accuracy: description / data representation • Consistency of data values (conceptual level) of data format (structural level) • Metadata functional requirements (discovery, authentication, administration, …) B1: Quality Assessment of Digital Repositories (DR) B2: Quality Assurance of Data and Metadata Items Basis: 8 use cases on quality assessment of DR and quality assurance of data / metadata items (17 docs)
  • 10. PARTHENOS-project.eu D2.1: main findings on (1) data policies • Definition of a framework of licenses for data in Portal of Infrastructure’s community • Creation of a tool to identify the copyright status for data or collections • Creation of a tool to associate the identified copyright status with data within Portal of Infrastructure’s community • Creation of an AAI (Authentication and Authorization Infrastructure) • Updated information on the IPR legal frameworks across Europe C1: Intellectual Property Rights 11 Basis: 21 use cases on IPR, Open Data and Open Access (12 docs) • Controlled access to protected data • Common methods of data citation • Definition of best practice for reviewing academic articles before publication • Identification of sustainability models • If there is a traditional publication process, define the strategy to ensure optimal dissemination of open access publication • Definition of a minimum set of data to share under a CC0 or CC-BY license • Guarantee the searchability of data C2: Open Access & Open Data
  • 11. PARTHENOS-project.eu D2.1: main findings on (2) standards • 20 use cases and 20 user requirements on Standards • Standardization is key to data sharing and reuse 12 Standards needs for: • Tools (creation, publication, mapping, visualization etc of data) • Formats for describing data (metadata) • Guidelines for describing procedures • Shareable file formats • Sustainable repositories Preconditions for using standards • Easy to use • Adaptable to others standards • Supports work process • Data is easily findable and accessible • Budget, time and expertise
  • 12. PARTHENOS-project.eu D2.1: main findings on (3) interoperability, services and tools • More than 50 functional requirements from 90 use cases • General level requirements, shared across several use cases and disciplines, expressing the same needs e.g.: data quality, availability, accessibility and enrichment • Specific needs driven by specific disciplinary concerns • Shared set of priorities at the general level (i.e. search and information display tools) • Detailed, domain driven requirements regarding tools • Technical and non-technical requirements (i.e. sustainability of tools and datasets) to be considered as action points for other WPs, and inserted in the agenda for the development of mid and long-term actions 14
  • 14. PARTHENOS-project.eu D2.1: main findings on (4) education & training • Information from desk research / analysis of project reports and deliverables + questionnaire • There is a motivation to systematically develop, organize and set up training and education modules in a comprehensive manner among the analysed infrastructure projects • Often not realized due to the typical project characteristics (fixed project duration etc.) • The need for a kind of “umbrella” perspective and developments as in PARTHENOS has been stated clearly 16
  • 15. PARTHENOS-project.eu D2.1: main findings on (4) education & training • Regarding delivery of training: • preference for face -to-face meetings • combination of workshops, summer schools or virtual meetings with moderated distance- learning modules is the most common and promising way of delivery of training • Regarding topics for training: • raise the awareness about DH in general and research infrastructures in particular • insight into Humanities researchers epistemological practices are needed • Digital Methods and Tools in Research Infrastructures 17
  • 16. PARTHENOS-project.eu D2.1: main findings on (5) communication Basis: • A sample of relevant scientific communication platforms such as e-journals and repositories where collected and analyzed to obtain the criteria for their evaluation. • Goal was to gather information on relevant journals and repositories in the field and to enable their evaluation with regard to their attractiveness for Digital Humanities researchers for publishing their findings there. • Regarding dissemination strategies, a number of dissemination reports from PARTHENOS- related projects were gathered and scrutinized to get insight into the dissemination strategies. 18
  • 17. PARTHENOS-project.eu D2.1: main findings on (5) communication • Evaluation criteria derived from the analyzed journals and repositories range from the domain and covered topics of the journals to regional and international coverage, languages, formats and outputs accepted to the ability to be quantitatively analyzed. • The dissemination reports revealed a group of five most evident activities: • 1. dissemination activities via project's website • 2. partners’ institutional websites are used for the dissemination of information • 3. newsletters • 4. press releases are common means when it comes to dissemination strategies • 5. networking and consulting at conferences in various phases of the projects 19
  • 18. PARTHENOS-project.eu Further results D2.2 “Report on the assessment of the education and training plans and activities” delivered in October 2016 Task 2.4’s aim = to support the development of the first version of the training plan by providing structured feedback Selection of experts / peers reflected the target groups of the training plan (researcher; content specialists in CHIs; technical developers; managers of institutions / projects ) Initial Training Plan (WP7) Virtual Expert Discussion Written Peer Review PARTHENOS WP Leaders
  • 19. PARTHENOS-project.eu Further results Results: the underlying approach of the training plan is valid teaching contents and modes of delivery rated solid, coherent and well thought out by all the experts breakdown of target groups / audiences has been evaluated as being clear and sufficient asynchronous mode of content delivery proposed in the training plan critically discussed – flexibility vs. barrier of accessibility need of awareness raising critically discussed – “Is it actually still necessary to distinguish communities that use RIs from those that do not ?”
  • 20. PARTHENOS-project.eu Further results Results from Leipzig Summer School: European Summer University in Digital Humanities in July 2016 workshop on “Digital Research Infrastructures in the Humanities: How to use, build and maintain them” led by Jennifer Edmond. teaching contents reflected the “Phase 1” modules of the initial training plan
  • 21. PARTHENOS-project.eu WP2 in Parthenos: Community involvement and requirements Prato – 2016-12-14 Sebastian Drude CLARIN ERIC