D3.2 EOSC Open Science Monitor Specification

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D3.2 EOSC Open Science Monitor Specification D3.2: EOSC Open Science Monitor specifications George Papastefanatos ATHENA RC Elli Papadopoulou ATHENA RC Author(s) Marios Meimaris ATHENA RC Leo Mack Jisc Rahul Thorat DANS Status Final Version v 1.0 Date 13/03/2018 Dissemination Level X PU: Public PP: Restricted to other programme participants (including the Commission) RE: Restricted to a group specified by the consortium (including the Commission) CO: Confidential, only for members of the consortium (including the Commission) Abstract: This document provides the specifications of the Open Science Monitor Framework of the EOSCpilot, for monitoring of Open science trends and impact in EOSC. This deliverable first presents an overview of existing efforts that have so far been introduced for the monitoring of Open Science, then provides the vision of the EOSCpilot for such a framework, and proceeds with the details on the methodology, the modelling concepts, the goals, the metrics and the necessary processes for its implementation. The European Open Science Cloud for Research pilot project (EOSCpilot) is funded by the European Commission, DG Research & Innovation under contract no. 739563 www.eoscpilot.eu | [email protected] | Twitter: @eoscpiloteu | Linkedin: /eoscpiloteu EOSCpilot D0.02: EOSC OSM specifications Document identifier: EOSCpilot -3-D3.2 Deliverable lead ATHENA RC Related work package WP3 Author(s) George Papastefanatos, ATHENA RC Elli Papadopoulou, ATHENA RC Marios Meimaris, ATHENA RC Leo Mack, Jisc Rahul Thorat, DANS Contributor(s) Natalia Manola, ATHENA RC Elly Dijk, DANS Paolo Manghi, CNR Emma Lazzeri, CNR Dale Robertson, Jisc Due date 28/02/2018 Actual submission date 19/03/2018 Reviewed by Steven Newhouse, EBI Ari Lukkarinen, CSC Approved by Brian Matthews, STFC Start date of Project 01/01/2017 Duration 24 months 2 www.eoscpilot.eu | [email protected] | Twitter: @eoscpiloteu | Linkedin: /eoscpiloteu EOSCpilot D0.02: EOSC OSM specifications Versioning and contribution history Version Date Authors Notes 0.1 16/02/2018 All authors and contributors The draft was circulated for editing and was decided to be sent for review one week after, while a few more comments were to be addressed. 0.2 23/02/2018 Dale Robertson (Jisc) Draft was sent for review 0.3 24/02/2018 George Papastefanatos, Elli Papadopoulou, Marios Revised version Meimaris (ATHENA RC) including comments received 0.4 28/02/2018 Elli Papadopoulou (ATHENA RC) Completed missing parts and executive summary. 0.5 05/03/2018 George Papastefanatos, Elli Papadopoulou, Marios Revised version Meimaris (ATHENA RC) including comments received by the reviewer 1 0.6 08/03/2018 George Papastefanatos, Elli Papadopoulou, Marios Revised version Meimaris (ATHENA RC) including comments received by the reviewer 2 0.8 13/03/2018 George Papastefanatos, Elli Papadopoulou, Marios Final Document Sent Meimaris (ATHENA RC) for approval and submission 1.0 19/03/2018 Dale Robertson (Jisc) Final Document Submitted 3 www.eoscpilot.eu | [email protected] | Twitter: @eoscpiloteu | Linkedin: /eoscpiloteu EOSCpilot D0.02: EOSC OSM specifications Copyright notice: This work is licensed under the Creative Commons CC-BY 4.0 license. To view a copy of this license, visit https://creativecommons.org/licenses/by/4.0. Disclaimer: The content of the document herein is the sole responsibility of the publishers and it does not necessarily represent the views expressed by the European Commission or its services. While the information contained in the document is believed to be accurate, the author(s) or any other participant in the EOSCpilot Consortium make no warranty of any kind with regard to this material including, but not limited to the implied warranties of merchantability and fitness for a particular purpose. Neither the EOSCpilot Consortium nor any of its members, their officers, employees or agents shall be responsible or liable in negligence or otherwise howsoever in respect of any inaccuracy or omission herein. Without derogating from the generality of the foregoing neither the EOSCpilot Consortium nor any of its members, their officers, employees or agents shall be liable for any direct or indirect or consequential loss or damage caused by or arising from any information advice or inaccuracy or omission herein. 4 www.eoscpilot.eu | [email protected] | Twitter: @eoscpiloteu | Linkedin: /eoscpiloteu EOSCpilot D0.02: EOSC OSM specifications TABLE OF CONTENTS EXECUTIVE SUMMARY ........................................................................................................................... 7 1. MONITORING OF OPEN SCIENCE ..................................................................................................... 8 1.1. Challenges in the context of EOSC ..................................................................................................... 9 1.2. Scope of the deliverable and outline ............................................................................................... 11 2. OPEN SCIENCE MONITORING FRAMEWORKS – OVERVIEW OF EXISTING EFFORTS ........................... 13 2.1. Monitoring Open Science Policies ................................................................................................... 14 2.2. Monitoring Open Science Resources ............................................................................................... 18 2.2.1. Open Access to publications .................................................................................................... 18 2.2.2. Monitoring Open Science data – FAIR approaches ................................................................. 21 2.2.3. Software artefacts – Open (source) Software ......................................................................... 25 2.2.4. Monitoring Open Education .................................................................................................... 26 2.2.4.1. Open Educational Resources ............................................................................................... 26 2.2.4.2. Open Educational Resources ............................................................................................... 27 2.2.5. Monitoring Research Collaboration/ Scholarly Communication ............................................. 27 2.2.6. Monitoring Citizen Science ...................................................................................................... 29 2.2.7. Research Impact ...................................................................................................................... 30 2.2.8. Monitoring Open Government Data ....................................................................................... 31 3. PUTTING OPEN SCIENCE INTO A MONITORING CONTEXT ............................................................... 33 3.1. Approach and methodology ............................................................................................................ 33 3.2. Monitoring Targets and Dimensions of the EOSC OSM Framework ............................................... 34 3.2.1. FAIR Principles – Measuring FAIRness ..................................................................................... 36 3.2.2. Open Access – Measuring Openness ....................................................................................... 37 3.2.3. Long Term Preservation – Measuring Trustworthiness .......................................................... 37 3.2.4. Policy – Measuring Policy Dimensions .................................................................................... 38 3.2.5. Research Collaboration/ Scholarly Communication – Measuring transparency and dissemination .......................................................................................................................................... 38 3.2.6. Open Education – Measuring Impact and Open Educational Resources (OER) uptake .......... 38 3.2.6.1. Skills – Measuring Expertise and Uptake in training ........................................................... 38 3.2.7. Citizen Science – Measuring citizen engagement ................................................................... 39 3.2.8. Impact – Measuring research impact on society and economy .............................................. 39 3.3. From Monitoring Targets to Indicators – What the EOSC OSM captures ....................................... 39 4. THE EOSC OS MONITOR SPECIFICATION ......................................................................................... 41 4.1. Requirements of the OS Monitor .................................................................................................... 41 4.1.1. OS Monitor Model Requirements ........................................................................................... 41 4.1.2. Monitoring Process and Workflow Requirements .................................................................. 42 4.1.3. OS Monitor Services Requirements ......................................................................................... 43 4.2. OS Monitor Architecture ................................................................................................................. 46 4.3. The OS Monitor Model .................................................................................................................... 50 4.4. Services of the EOSC Monitor Framework ...................................................................................... 52 5. CONCLUSIONS AND FURTHER ACTIONS ........................................................................................
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