Deliverable Number: D 4.12 Deliverable Title: Project implementation report for web-based survey project management platform (SMaP) Work Package: 4 – Interactive tools for cross-national surveys Deliverable type:Report Dissemination status: Public Submitted by: GESIS, CESSDA ERIC Authors: Markus Quandt, Dafina Kurti, Evelyn Brislinger, Masoud Davari, Claus-Peter Klas (GESIS) Date Submitted: August 2019 This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 654221. www.seriss.eu GA No 654221 1 www.seriss.eu @SERISS_EU SERISS (Synergies for Europe’s Research Infrastructures in the Social Sciences) aims to exploit synergies, foster collaboration and develop shared standards between Europe’s social science infrastructures in order to better equip these infrastructures to play a major role in addressing Europe’s grand societal challenges and ensure that European policymaking is built on a solid base of the highest-quality socio-economic evidence. The four year project (2015-19) is a collaboration between the three leading European Research Infrastructures in the social sciences – the European Social Survey (ESS ERIC), the Survey of Health Ageing and Retirement in Europe (SHARE ERIC) and the Consortium of European Social Science Data Archives (CESSDA AS) – and organisations representing the Generations and Gender Programme (GGP), European Values Study (EVS) and the WageIndicator Survey. Work focuses on three key areas: Addressing key challenges for cross-national data collection, breaking down barriers between social science infrastructures and embracing the future of the social sciences. Please cite this deliverable as: Quandt, M., Kurti, D., Brislinger, E., Davari, M., Klas, C-P. (2019). Project implementation report for web-based survey project management platform (SMaP), Deliverable D 4.12 of the SERISS project funded under the European Union’s Horizon 2020 research and innovation programme GA No: 654221. Available at: www.seriss.eu/resources/deliverables www.seriss.eu GA No 654221 2 www.seriss.eu GA No 654221 2 Contents 1. Introduction and objectives ................................................................................................................... 5 2. Executive summary................................................................................................................................. 5 3. Report on activities ................................................................................................................................. 7 3.1. First project phase: Defining requirements and selecting software .................................................. 8 3.1.1. Defining requirements of collaborative survey projects ................................................................ 8 3.1.2. Software evaluation and software selection................................................................................ 10 3.1.3. The SMaP concept ........................................................................................................................ 11 3.1.4. Initial testing of tools/functionalities and adjustments ............................................................... 13 3.2. Second project phase: Implementation and launch of myEVS ........................................................ 14 3.2.1. Implementation and deployment of myEVS ................................................................................ 14 3.2.2. myEVS beta test and launch of the portal .................................................................................... 16 3.3. Third project phase: Development of deliverables and further user tests ...................................... 18 3.3.1. Development of deliverables ....................................................................................................... 18 3.3.2. Tests of myEVS/mySMaP by further pilot users ........................................................................... 19 4. Deviations from the tasks/milestones outlined in the Description of Activities .................................. 20 5. Conclusions and recommendations ..................................................................................................... 21 5.3. Project review and first conclusions ................................................................................................. 21 5.4. Perspectives for post-SERISS uses of SMaP ...................................................................................... 22 Appendix 1: Main Task 4.4 activities and deliverables ................................................................................. 24 Meetings which have taken place under the WP 4/ Task 4.4 .................................................................. 24 Dissemination and communication activities directly related to Task 4.4 ............................................... 25 Deliverables of Task 4.4 ............................................................................................................................ 26 Overview of help materials created for the myEVS pilot portal............................................................... 26 Appendix 2: Stakeholder analysis ................................................................................................................. 27 Questionnaire for stakeholder analysis.................................................................................................... 27 Checklist for defining the profile of survey projects ................................................................................ 28 Appendix 3: The myEVS pilot portal.............................................................................................................. 29 Profile of the EVS 2017 survey and user stories ....................................................................................... 29 Invitation letter to the EVS group for joining myEVS ............................................................................... 30 Landing page of the myEVS pilot portal (July 2019) ................................................................................. 31 A typical workspace on myEVS ................................................................................................................. 31 Standardized workflows implemented on myEVS ................................................................................... 32 Appendix 4: The mySMaP DEMO portal ....................................................................................................... 34 Profile of the TEST survey project and user stories .................................................................................. 34 Landing page of the mySMaP DEMO portal (July 2019) ........................................................................... 35 Info sheet of the mySMaP DEMO portal .................................................................................................. 36 Appendix 5 .................................................................................................................................................... 37 Implementation of SMaP and the myEVS pilot portal – roles and groups ............................................... 37 Appendix 6 .................................................................................................................................................... 38 www.seriss.eu GA No 654221 3 Figures: Figure 1: Timeline of EVS/SMaP milestones ........................................................................................................... 8 Figure 2: Initial steps in software evaluation process ............................................................................................. 9 Figure 3: SMaP concept based on features of eXo Platform ................................................................................ 11 Figure 4: The SMaP deployment steps ................................................................................................................. 12 Figure 5: The big picture of the myEVS pilot: user groups, workflows, tools........................................................ 15 Figure 6: Workflow fieldwork (FW) progress reporting ........................................................................................ 16 Glossary CESSDA Consortium of European Social Science Data Archives CSES Comparative Study of Electoral Systems ESS European Social Survey EVS European Value Study (1st pilot survey project for SMAP) FORS The Swiss Centre of Expertise in the Social Sciences GGP Generations and Gender Programme (2nd pilot survey project for SMAP) GLES German Longitudinal Election Survey ISSP International Social Survey Programme myEVS Pilot portal of the EVS 2017 wave NIDI Netherlands Interdisciplinary Demographic Institute NSD Norwegian Centre for Research Data PIAAC Programme for the International Assessment of Adult Competencies SMaP Survey Project Management Portal SHARE The Survey of Health, Ageing and Retirement in Europe SLC Survey lifecycle TMT Translation Management Tool www.seriss.eu GA No 654221 4 Acknowledgements We thank the members of the surveys projects CSES, ESS, EVS, GGP, GLES, ISSP, PIAAC, and SHARE for participating in the stakeholder analysis. We further thank the members of ESS, EVS, GGP, and SHARE for performing tests of the myEVS pilot and the mySMaP DEMO portal respectively. The project would not have been possible without the pilot user project, the EVS