parthenos common policies and implementation strategies

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WP3: Common policies and implementation strategiesParthenos Prato 14/12/2016Hella Hollander

KNAW-DANS

PARTHENOS-project.eu

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WP3

1. Vision and Approach on Common Policies2. Fair Principles3. Parthenos Wizard 4. Questions

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1. Commom PoliciesParthenos WP3 Rome 14/11/2016Hella Hollander

KNAW-DANS


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Challenge

Goal is to agree on and define the concepts of Policy, Guidelines, Best practice, their objectives and target audience

How are humanities repositories assessed? How to create assessment profile for humanities? How to comply with it? How to coordinate reviews? What quality of (meta)data is desired? How can it be measured?

The PARTHENOS VISION Common Policies4Task objectives


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5 Objectives

Task objectivesProvide policy and guidelines for repository, data and metadata.Conduct foresight studies

Project objectiveMake research data availableMore & better!

Real objectiveEnable research questions to be answeredMore & better!

PARTHENOS-project.euPARTHENOS FLAGSHIP EXPECTED RESULTS

Guidelines on data managementProduce a coherent, authoritative, well accepted set of policies/guidelines/tools concerning the management of data lifecycle and related issues such as IPR, quality and so on

Standardization and semanticsProduce a wide set of standards and semantics, originated from community needs and tailored to the methodology and intended use by researchers

Services and toolsProduce a coherent set of tools for carrying out research using and re-using data

PARTHENOS-project.euThe PARTHENOS VISION Common PoliciesFocus Approach WP3

The results of the effort of Work Package 3 should have a long-term impact on common policies and guidelines on research data management, IPR, Open Access and Open data and how to implement them within the Humanities.

WP2 and WP3 work on an inventory of existing policies from the different infrastructures, and will define and test requirements for shared policies.

D3.1 represents the result of desk research and theoretical background giving guidelines and case studies to the researchers. The outcomes of this deliverable could be made more useful and reusable by creating an interactive guide (web page) to present the results.

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PARTHENOS-project.euCommon Vision WP3Help researchers to make their data of better quality, interoperable, sharable, findable and reusable (FAIR principles)Agree on and define what policies, guidelines and best practice are.Overview of existing policies in the Parthenos disciplines, for different data lifecycle phasesFind the commonalities between disciplines in the humanities in terms of policies, RDM and IPR, open accessFind the gaps: what disciplines are advanced in terms of policies and what are notGive recommendation and guidance to researchersGive recommendation and guidance to data archivesGive guidance and recommendations to cultural heritage institutions

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PARTHENOS-project.eu9

PARTHENOS-project.euApproach

Deliverable as a shared product of WP3Deliverable: Text and WizardMatrixes and Chapters: New content on policies and best practices: Receive input via working groupsWizard: What does it bring for Parthenos? A clear pictureFAIR principles into Deliverable: connecting backbone

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2. FAIR principles


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Open and FAIR Data in Trusted Data Repositories

Data does not only need to be Open Data must also be FAIR

Findable, Accessible, Interoperable, Reusable

And must remains so, and therefore should be preserved in a DSA Certified Trusted Digital Repository


http://www.trusteddigitalrepository.eu International standards and guidelinesCertificats3 standards3 levels

PARTHENOS-project.euWhat is FAIR?FAIR principles for data quality,DSA criteria for quality of TDR

minimal set of community agreed guiding principles to make data more easily discoverable, accessible, appropriately integrated and re-usable, and adequately citable.

A perfect couple for quality assessment of research data and trustworthy data repositoriesIdeally: a DSA certified archive will contain FAIR data

PARTHENOS-project.euFAIR Data PrinciplesIn the FAIR Data approach, data shouldbe:

Findable Easy to find by both humans and computer systems and based on mandatory description of the metadata that allow the discovery ofinteresting datasets;Accessible Stored for long term such that they can be easily accessed and/or downloaded with well-defined license and access conditions (Open Access when possible), whether at the level of metadata, or at the level of the actual data content;Interoperable Ready to be combined with other datasetsby humans as well as computer systems;Reusable Ready to be used for future research and to be processed further using computational methods.

PARTHENOS-project.euImplementing FAIR Principles

15 Criteria

PARTHENOS-project.euCombine and operationalize

Growing demand for quality criteria for research datasets

Combine the ideas of DSA and FAIRUse the principles as quality criteria:DSA digital repositoriesFAIR research data (sets)Operationalize the principles to make them easily implementable in any trustworthy digital repository


Findable - defined by metadata, documentation (and identifier for citation):

No URI or PID and no documentationPID without or with insufficient metadataMetadata without PIDPID with limited metadata, just enough to understand the dataExtensive metadata and rich additional documentation available

Accessible - defined by presence of a user license; [metadata retrievable by identifier: already included under F]

No user license / unclear conditions of reuse / metadata nor data are accessibleMetadata are accessible (even when the data are not or no longer available)User restrictions apply (of any kind, including privacy, commercial interests, embargo period, etc.)Public access (after registration)Open Access (unrestricted)


Interoperable - defined by the data format; modified version of Tim Berners-Lees 5-star open data plan:

Proprietary, non-open format dataProprietary format, accepted by Certified Trusted Data RepositoryNon-proprietary, open format (= archival format)Data is additionally harmonized/standardized, using standard vocabulary Data is additionally linked to other data to provide context

Reusable - the most difficult dimension (partly subjective); aspects:

1. Clear provenance of data (to facilitate both replication and reuse)2. Data is in a TDR unsustained data will not remain usable3. Explication on how data was or can be used is available 4. Data automatically usable by machines5. Data is reliable (replicable)

PARTHENOS-project.euRanking Quality of Data

PARTHENOS-project.euFAIR as the backbone principlesPARTHENOS High level principle: FINDABLE- Defined by metadata, documentation (and identifier for citation)Connected part in the Use CASE:Indy is looking for best practices and common policies within the archaeological community.She finds policies about data creation from serveral countries that makes her data findable.Mappings to backbone FAIR principle like this:Fair principle: FindableDSA principle: the data can be found on the InternetMatrix WP3: Data Creation of the UKDA data lifecyclePolicies: Best practices ADS, DANS preferred formats guide (examples)Standards SSK toolkit : WP4Training HTML page: WP7


3. Parthenos Wizard


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23Parthenos Wizard: the design process


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Parthenos Wizard

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PARTHENOS-project.eu25Parthenos Wizard

Not just a deliverable, we want something that our stakeholders can use, an instrument that can guide them trough the jungle of research policies! Idea discussed and approved in Krakow, first results discussed in Rome.We could create an interactive guideline where our users can find information about the policies that best adapt to their use caseWe can include not only the research outputs of WP3 but also WP4 and WP7 and integrate this with the datamodel and infrastructure of Parthenos via WP5/6.

PARTHENOS-project.eu26Parthenos Wizard: latest developments

Technically, it is developing as a widget in the Parthenos website: something very simple and sustainableIntra-WPs task including WP2, WP3, WP4, WP5/6, WP7 (regular meetings)Connect these policies through the FAIR principles of data qualityWe want to start with a proof of concept that will serve the others to see how the wizard can be developed

PARTHENOS-project.eu27Parthenos Wizard: the technical solution

The wizard (widget) will be integrated in the Parthenos websiteTake the information of the T.3.2. Matrix via APIDisplays the information on the selected policies in the wizard


4. QuestionsHella [email protected]

PARTHENOS is a Horizon 2020 project funded by the European Commission. The views and opinions expressed in this publication are the sole responsibility of the author and do not necessarily reflect the views of the European Commission.


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parthenos common policies and implementation strategies

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