DiSSCo Prepare Deliverable D9.4 - 2nd DiSSCo Prepare All-Hands meeting

DiSSCo related output This template collects the required metadata to reference the official Deliverables and Milestones of DiSSCo-related projects. More information on the mandatory and conditionally mandatory fields can be found in the supporting document 'Metadata for DiSSCo Knowledge base' that is shared among work package leads, and in Teamwork > Files. A short explanatory text is given for all metadata fields, thus allowing easy entry of the required information. If there are any questions, please contact us at [email protected]. Title DPP Deliverable 9.4 2nd DiSSCo Prepare All Hands Meeting Author(s) Eva Alonso Dimitris Koureas Affiliation Naturalis Biodiversity Center Publisher Resource ID Related identifiers D9.3 AHM1 Is it the first time you submit this outcome? Yes Identifier of the author(s) https://orcid.org/0000-0001-5336-9723 https://orcid.org/0000-0002-4842-6487 Contributors Ana Casino, Wouter Addink, Sharif Islam, Tina Loo, Jose Alonso, Henrik Enghoff, Rui Figueira, Maria Judite Alves, Mariano Iossa, Helen Hardy, Lisa French, Claus Weiland, Falko Gloeckler, Sharif Islam, Sam Leeflang, Michel Guiraud, Salome Landel, Carole Paleco, Serge Scory, Laurence Livermore, Stefaan Pijls, Lorenzo Cecchi, Gianna Innocenti, David Fichtmueller, Jonas Grieb, Elspeth Haston, Julia Pim Reis, Alexander Wolodkin, Patrick Semal. Identifier of the publisher Publication year 2022 Relation type DiSSCo Project's input Creation date 26/04/2022 Version 1 Citation DiSSCo Prepare - AHM2 Abstract DiSSCo’s second all-hands meeting (AHM2) took place from 4-8 April 2022 as an online event hosted by the Naturalis Biodiversity Center as coordinator of DiSSCo Prepare. The objective of the meeting was two-fold. First, to collect and share information about the project's status, through a series of work-intensive sessions. Second, to build on the overall understanding necessary to foster further discussion on how to optimise DiSSCo Prepare’s last year's performance. The discussions took into account the multiple synergies but also the dependencies and risks present in the work program. Content keywords other Other content keywords AHM, Management, Event Project reference DiSSCo Prepare (GA-871043) WP number WP9 Project output Deliverable Deliverable/milestone number 9.4 Dissemination level Public Rights License CC0 1.0 Universal (CC0 1.0) Resource type Text Format .pdf Funding Programme H2020-INFRADEV-2019-2 Contact email [email protected] DiSSCo PREPARE AHM2 DELIVERABLE 9.4 April 4 - 8, 2022 DiSSCo Prepare AHM2 Table of Content Introduction Key facts of the event Structure of the document Section 1 - Agenda & Wrap up sessions Section 2 - Presentations during sessions Section 3 - List of participants DiSSCo Prepare AHM2 Introduction DiSSCo’s second all-hands meeting (AHM2) took place from 4-8-22 April 2022 as an online event hosted by the Naturalis Biodiversity Center as coordinator of DiSSCo Prepare. The objective of the meeting was two-fold. First, to collect and share information about the project's status, through a series of work-intensive sessions. Second, to build on the overall understanding of how to optimiseDiSSCo Prepare’s outcomes and produce ready-to-implement outcomes for construction. The discussion took into consideration synergies and dependencies present in the work across DiSSCo linked projects and DiSSCo Prepare. The AHM2 comprised 18 consecutive sessions over five days. The event followed the structure already implemented during the AHM1 (January 2021) and comprised 18 consecutive online sessions over five days. The sessions attracted a high number of attendees who had the opportunity to be updated and thoroughly discuss the work. Following the structure of the AHM1, the first day included the two project stream sessions (Business stream, Data and Technology stream) and a keynote speech by Dr. George Strawn (Pinto (IPBES), who talked about the crucial contribution of DiSSCo in the international discussions towards a global digital transformation. Key facts of the event 1. Deliverable 9.4 was delivered in time. Led by Naturalis. 2. The virtual meeting took place from 4 to 8 April 2021. It comprised 18 consecutive sessions. 3. Wide international participation: More than 100 participants registered and attended the sessions, fully or partially. These included members from all beneficiary partners of DiSSCo and external experts from other institutions (i.e, CNRI). 4. Sessions registered an average of 40 participants per session and more than 14 expert teams actively engaged in the organisation of the event. DiSSCo Prepare AHM2 5. + 50% of attendees to the plenary session were women. 6. The attendees perceived it as an excellent way to work together at different levels (task, project, DiSSCo RI) Structure of the document The AHM2 allowed participants to get better knowledge and contribute meaningfully to topics that may fall out of their responsibilities in the project. This report summarises the key outcomes from the working sessions, providing a view of the remarkable progress resulting from the discussions. The report is structured in three main sections: 1. Section 1: Including the agenda and main results coming from the wrap-up sessions 2. Section 2: Including the material used by conveners during the sessions 3. Section 3: List of participants DiSSCo Prepare AHM2 Section 1 - Agenda & Wrap up sessions DiSSCo Prepare - All Hands Meeting 2 (4th -8th April, 2022) - Agenda Registration in advance is mandatory. See here Link to access sessions and plenaries Link to the Stream sessions ST - Business https://us02web.zoom.us/j/84042703142?pwd=SktqTXpad3VEaEtsZUVrZjdqaWthQT09 ST - Science & Technology https://us02web.zoom.us/j/89644120122?pwd=UDhtK0xTY3d1bVRubXprVUZ2T050UT09 Date WP/Task n. Title of the working session Description Convener Monday 4th April 13:00-14:00 Stream sessions Parallel sessions Wouter Addink/Ana Casino Break 15' Plenary 14:15-15:30 Welcome & State of play Dimitris Koureas Key Note: "Data Science: Looking back. Looking forward" Dr. George Strawn 15:30-17:00 WP3 Tasks 3.2 and 3.3 WP3 Capacity enhancement - best practices for data mobilisation and update on secondment policies & practices Main focus will be on sharing digitisation SoPs and related material developed under Task 3.2. The sesssion will also include an update from Task 3.3 about secondment policies and practices. Helen Hardy/Lisa French Tuesday 5th April 9:00-10:30 WP1 T1.3 Criteria for Digitization State of D1.3 and planning further work Henrik Enghoff Break 15' 10:45 -12:15 WP7 T7.1/7.2 DiSSCo Governance - What's next? ERIC Step 1 preparation Eva Alonso/Serge Scory/Carole Paleco/Wouter Addink Lunch 45' 15:00-16:30 WP2 T2.1 Training Strategy This session will focus on 2 points: share the findings of the T2.1 MS5 on training needs and options on elearning platforms; to present a draft structure of the overall training strategy Mariano Iossa/Maria Judite Alves Wednesday 6th April 9:00-10:30 WP4.4 Pre-procurement opportunities Overview of possible PCP opportunities and discussion on fit with strategy Stefaan Pijls Break 15' 10:45 -12:15 WP4.1 Costing methodology DiSSCo costing methodology Michel Guiraud Lunch 45' 13:00-14:30 WP4.2 Market niches and income diversification Discussion on market niches and income diversification potential Lisa French/AcrossLimits Coffee break 30' 15:00-16:30 WP1 T1.4 Selection of Socio-Economic Impact indicators for DISSCO First proposal of SEI indicators for DISSCO, planning work for D1.4 Rui Figueira Thursday 7th April 9:00-10:30 WP6.2/WP6.3 Common infrastructures for Digital Specimens Series of (not too) technical talks on DS arch detailing achievements and outlook Claus Weiland/Wouter Addink Break 15' 10:45 -12:15 WP6.2/WP6.3 Framework and requirements for distributed annotation tools Discussion on requirements for and interfaces to UCAS and other (local) annotation tools Wouter Addink/Claus Weiland Lunch 45' 13:00-14:30 WP 8 T8.1 Thematic Specialisation Plan Discussion on specialisation criteria towards DiSSCo strategy and objectives Carole Paleco/ Patrick Semal/ Serge Scory Coffee break 30' 15:00-16:30 WP 8 T8.1 Thematic Specialisation Plan (cont.) Carole Paleco/ Patrick Semal/ Serge Scory Friday 8th April 10:45 -12:15 WP2 T2.2 Helpdesk Maria Judite Alves Lunch 45' 13:00-14:30 WP9 T9.4 The Construction Master Plan Lorenzo Cecchi/Gianna Innocenti Coffee break 15' 14:45-16:30 Wrap-up session Dimitris Koureas Time Zone: Amsterdam AGENDA AHM2 / Wrap up session ALL HANDS MEETING – AHM2 Wrap-up Dimitris Koureas Concerns, focal points ●How to speed up digitisation needs to be discussed more ○how to speed up the process itself ○consensus on what should be prioritised ○financial means ○what is going to help at the national level ○how DiSSco services can assist with this ●Surveys and documentation currently lead to isolated datasets and dashboards, disconnected from the FAIR Digital Object infrastructure. ●Further maintenance of collected data, documentation, services needs attention ●Developing openDS is a challenge, it needs to be developed fast to not be a bottleneck for pilot implementations but at the same time needs to be embedded in the global landscape of data and community standards AHM2 / Wrap up session Session 3 - WP3 Capacity enhancement - best practices for data mobilisation and update on secondment policies & practices Helen Hardy & Lisa French WP3 Provided an overview of Digital Skills and Competencies Deliverable Update on Secondment Practices Update on Distributed Working pilot Discussion on Digitisation Guides AHM2 / Wrap up session WP3 Digitisation Guides Feedback (dissco.github.io) - Workflows easy to understand - Software/Hardware Requirements sections useful Agreed Actions - Update standard operating procedure template - Include more information on personnel and rates - Improve workflows: zoom and layout - Add intro and ‘about’ pages Guide Suggestions - Stacking Photography Rocks/Minerals - Spirit collection digitisation - Quality control AHM2 / Wrap up session Session 4 - WP1 Criteria for Digitization Henrik Enghoff AHM2 / Wrap up session ALL HANDS MEETING – AHM2 Task 1.3 Criteria for Prioritization of digitization Conveners: Henrik Enghoff & Louise Isager Ahl (UCPH) D.1.3: “Report on relevant criteria for prioritization of the digitization” A rough draft was discussed/commented in 4 break-out groups focussed on the main types of criteria: ○Relevance ○Data quality ○Cost ○Feasibility AHM2 / Wrap up session Ongoing activities: ○Questionnaire directed at smaller collections (UNIFI) ○Literature search (MNHN) ○Further development of D1.3 draft (UCPH and all) D.1.3: “Report on relevant criteria for prioritization of the digitization” The ambition is a brief, readable, and useful “booklet” to help DiSSCo and partner institutions prioritize their digitization (tables and similar, and maybe much of the introductory text in appendices) PLAN: ●First full draft primo JUNE ●Repeated cycles of consultation and refinement summer-autumn ●D1.3 ready for submission December AHM2 / Wrap up session Session 5 - WP7 DiSSCo Governance - What's next? Eva Alonso AHM2 / Wrap up session ERIC Step 1 - Draft Statutes Work in progress: ● Drafting the statutes on the basis of the template provided by the EU Commission. ● Analysis and comparison of (5-6) existing ERIC Statutes. ● Provision of simple, clear, unambiguous and efficient wording for the Articles. Important issue: How to best organize the consultation process? ● Input of partners is very important but how to make sure the resulting draft statutes will be in agreement with the views of the country representatives (who will make the final decision)? AHM2 / Wrap up session Functions at the Central Hub Management & Administration Communication & Outreach Representation, PR, advocacy, international relations Core services maintenance & upgrades, access to information Governance and strategic operation (SLAs,etc) Funding program Policies coordination What should not be in the Central Hub? Decision on digitisation prioritisation, equipments Decision on research activities Creation of new nodes Technical expertise, standards Duplication of CETAF's existing services reg.training or end-user support Principles & Assumptions Scalable scientific programmes STrategic actions centralised in the ERIC CH will coordinate with Nodes to maximise use of resources Avoid duplication of functions/services CH will keep an overall view of needs/opportunities of the RI What functions should be shared with Nodes? Access Large scale digitisation Call applications Coordination of ABS standards, software, data curation Advocacy and strategic partnership IT development & support Service provision ERIC Step 1 - Description & Regulations - Brainstorming AHM2 / Wrap up session Session 8 - WP4 Costing methodology Michel Guiraud AHM2 / Wrap up session •27 people attended 2 aims •Present and explain the methodology – ways to improve the the excel tool which goes with •Using this method achievable for the 170 institutions and 23 countries of DISSCo? •Main issue with the tool: not designed for implementing new services. It may help but it is not predictive (the service must to be run before estimating costs) •Achievable for all DiSSco operators? Both opinions were expressed •Optimistic: doable and worth doing providing that there is better and more appropriate documentation (video) •Pessimistic: institutions have not the resources or have their own system and will resist using a new one. Must find another way to get the information using the same units. •Next: ask the 170 institutions to provide the list of services offered in DISSCo and at which cost. 3 possibilities –Use the methodology and send the report sheets (or a synthesis of the reports sheets) –Provide the costs and the method used to calculate them (with full cost for one hour which will allow to compare across DiSSCo) –Provide the costs (and some basic informations :type of institution, DiSSCo being minor/major activity of institution, type of collection.. from registry?) Session 9 - WP4 Market niches and income diversification Lisa French AHM2 / Wrap up session WP4.2 Provided an update on progress to identify external user needs from private and public sectors Preliminary results from business model survey Feedback on business service use cases Feedback on potential business opportunities AHM2 / Wrap up session Session 10 - WP1 Selection of Socio-Economic Impact indicators for DISSCO Rui Figueira AHM2 / Wrap up session DPP MLS 1.4 Corpus of previous studies on socioeconomic impact compiled ●list of 210 indicators from 3 frameworks and one study of SEI ●scope of DISSCO ○areas of impact ○users / stakeholders ○services ●examples of SEI ○The Value of Digitising Natural History Collection - NHM London ○Atlas of Living Australia’s Impact and Value Report: https://tinyurl.com/DPP-mls-1-4 List: https://tinyurl.com/DISSCO-SEIcompilation AHM2 / Wrap up session SEI Indicators relevant to DISSCO? Consultation with the community - survey - DISSCO partners - National Nodes List assessed by session participants: - 30 indicators - 26 responses Outcomes from discussion - select indicators better adapted to DISSCO outcomes - some adjustments to the preselected list - international dimension - define better KPIs and SEI indicators Next steps in task - presentation to NN (April) - survey - June - suggest framework of indicators - guidelines for application AHM2 / Wrap up session Session 11 - WP5-6 Common infrastructures for Digital Specimens Wouter Addink (org), Falko Gloeckler, David Fichtmueller, Jonas Grieb, Elspeth Haston, Sharif Islam, Sam Leeflang, Laurence Livermore, Julia Pim Reis,Claus Weiland (org), Alexander Wolodkin Session 12 - WP6 Framework and requirements for distributed annotation tools [Double Feature] AHM2 / Wrap up session Session 11 - WP5-6 Common infrastructures for Digital Specimens ● Series of update, thematic and keynote talks detailing DPP’s service and standards portfolio ● Aims: ○ Assessment of achievements with critical reflection of the integration and interoperability of the results presented ○ Identify gaps in the portfolio, dissemination of the data model (Digital Specimen) and technical architecture (DS arch) ○ Determine technical and scientific “down-to-earth” criteria to bring the vision of one integrated virtual NSC into reality AHM2 / Wrap up session 29 attendees ● opportunity to discuss DPP M2.3. on services and facilities to be offered by the Helpdesk ● share an update on work progress on M2.4 on supporting documentation needs - consultation about the relevance of supporting documentation - 21 responses ● overview of ELViS helpdesk (Synthesys+) ● integration between the HD with the knowledge-base AHM2 / Wrap up session AHM2 / Title session Outcomes from the discussion and consultation: - articulation with the website – Catalogue of Services - Additional HD service: Glossary - articulation with the Training Service for the provision of Tutorials - Supporting documentation was considered of 4 / 5 relevant – better evaluation according user groups - Multilinguality – balance btw. needs/work 24 languages - Integration with the KB Session 16 - WP9 The Construction Master Plan Lorenzo Cecchi & Tina Loo AHM2 / Wrap up session Session 16 - WP9 The Construction Master Plan ●A simple online survey form for WP leaders will be developed to be sent two weeks after this AHM (~25 April) to gather inputs on actionable recommendation for the DiSSCo construction phase, to 1) understand critical aspects of the deliverables relevant to the Master Plan and 2) immediately identify what we need to pay attention to AHM2 / Wrap up session Session 16 - WP9 The Construction Master Plan The collective brainstorming has given first insights and a WPs and tasks outcomes skimming to start the document drawing up. Thanks to the survey, we still received rather heterogeneous views on what the sources of information should be. However, we agree that whatever they are, they must be clearly structured by defining which final goal they contribute to and what degree of "maturity" they are in this sense (from "under development" to already "actionable") AHM2 / Wrap up session DiSSCo Prepare AHM2 Section 2 - Presentations during session Ana Casino - CETAF DiSSCo Prepare Business Stream Coordinator 22 April 2020 Business Stream ALL HANDS MEETING – AHM2 4 March 2022 AHM2 / Business stream Specific zoom link: https://us02web.zoom.us/j/84042703142?pwd=SktqTXpad3 VEaEtsZUVrZjdqaWthQT09 AHM2 / Business Stream DiSSCo Research Infrastructure Complex (and still unique) Diverse (while focused) Ongoing (though well planned!) AHM2 / Business Stream DiSSCo Research Infrastructure Complexity of the landscape multiple actors variety of agents diversity of actions different frameworks (EU, national, institutional) global endeavor innovative approach current restrictions derived from the COVID-19 pandemic Unique! AHM1 / Business Stream DiSSCo Research Infrastructure Diversity of the components and their dependency NSCs - natural sciences collections, distributed assets, priceless heritage resilient services to serve scientific community two-folded profile of providers and users of data Allocation of needed resources digital objects perspective innovative co-creation of supporting techniques dependency on European umbrellas (as EOSC) subject to national strategies and roadmaps Focused! AHM2 / Business Stream Business stream Objective 3 3. PROVIDE support to develop harmonious, thorough, comprehensive and consistent outcomes: ●To complement expertise ●To integrate community inputs and approach diversity ●To ensure quality checking ●To secure continuity and consistency ●To produce added value Business stream Building a comprehensive, coordinated and meaningful package of deliverables contributing to the DiSSCo Master Plan AHM2 / Business Stream AHM2 / Business Stream – WP2 WP2 - Human Resources, Training & Users Support Achievements made T2.1 Training strategy ●Survey on skills gaps and relevant training needs - complete T2.2 Helpdesk ●Compilation of services and facilities to be offered - complete ●Survey on supporting documentation needs - complete T2.3 Human Resources Policy ●Landscape analysis of HR policies across European RIs - complete AHM2 / Business Stream – WP2 WP2 - Human Resources, Training & Users Support Ongoing work T2.1 Training strategy ●Identification of skills gaps and relevant training needs - results of survey under analysis ●Identification of training platforms and providers - ongoing T2.2 Helpdesk ●Compilation of supporting documentation - results of survey under analysis T2.3 Human Policy ●Library of role profiles being progressed in articulation with WP3 and WP7 AHM2 / Business Stream – WP2 WP2 - Human Resources, Training & Users Support Upcoming activities Milestones MS2.1 Recommendations on suitable training mechanisms (April 2022) MS2.2 Landscape analysis of BPs for training delivery (May 2022) MS2.4 Needs for helpdesk Supporting Documentation identified (May 2022) MS2.6 Portfolio of roles and competencies necessary to support DiSSCo operation (May 2022) Deliverables D2.1 Training Strategy (Dec 2022) D2.2 Recommendations on the Helpdesk (Sept 2022) D2.3 Human Resources Policy (Sept 2022) AHM2 / Business Stream – WP3 Three tasks: 3.1 Skills & Competencies - complete 3.2 Best practices for data mobilisation - discuss this afternoon! 3.3 Secondment & distributed team working - underway ●Digital maturity tool being progressed alongside WP7 policy tool ●Library of role profiles being progressed through WP2, who are also taking competencies & best practices into account for training strategy ●Discussions with WP8 about the thematic specialisation plan WP3 - Capacity Enhancement Overview & work with this business stream AHM2 / Business Stream – WP4 WP4 - Business framework Achievements made AHM2 / Business Stream – WP4 WP4 - Business framework Ongoing work AHM2 / Business Stream – WP2 WP4 - Business framework Upcoming activities AHM2 / Business Stream – WP7 WP7 - Governance, Policy & Legal frameworks Achievements made T7.1 Task 7.1 Refinement of the governance model, Strategy and Operational planning (Naturalis) - Governance model decision from iGA model 3 Task 7.2 Towards the creation of a legal entity (RBINS) -Statutes and bylaws under draft based on Governance model 3 Task 7.3 Develop and establish DiSSCo policies (NHM) - Policy Framework tool being under development and refinement input from S+ 2.1 Metadata schema Work progress MS and Deliverables •T7.1 : MS7.4 Governance models refinement consultation (M25) •T7.1 : MS7.3 Draft strategy document and operational planning (M18) (M23) (ext M28) •T7.2 : Progress towards D7.2 Draft statutes and by-laws; implementation plan (M23) •T7.3 : Progress towards D7.3 Assessment tools and direction map to the implementation of common DiSSCo policies (M30) AHM2 / Business Stream – WP8 OPEN DISCUSSION 3. Detected gaps towards the DiSSCo Master Plan Contributions to the 5 RLs dimensions - Niches for further development - Recommendations for tasks to follow-up - Others Wouter Addink - CSO DiSSCo Prepare Science & Technology Stream Coordinator 22 April 2020 Science & Technology Stream ALL HANDS MEETING – AHM2 4 April 2022 AH2 / Science & Technology Stream DiSSCo Research Infrastructure Complex (and still unique) Diverse (while focused) Ongoing (though well planned!) AH2 / Science & Technology Stream Coordination Streams Aims & scope Streams ●To help navigate complexity ●To interlink activities ●To ensure better coordination of thematically related work Science & Technology Stream AH2 / Science & Technology Stream Parties involved Science & Technology Stream Stream coordinator: Wouter Addink (CSO) Parties: WP1 – User Needs and Socioeconomic impact - UCPH (Henrik Enghoff) Service development framework, Criteria for digitisation priority, Socioeconomic benefits framework for partners and countries WP3 – Capacity Enhancement - NHM (Vincent Smith) Mechanisms to improve digital skills, Best practices for data mobilisation, Secondment WP5 – Common Resources & Standards - MfN (Mareike Petersen) Knowledgebase, Modelling Framework, Data cross-linking & interoperability, Key services WP6 – Technical Architecture & Service Provision - SGN (Claus Weiland) DiSSCo technical architecture, Roadmap for integration with global technical landscape AH2 / Science & Technology Stream Goals and Modes of collaboration Science & Technology Stream Goals: contributing to Data & Scientific Readiness Collaboration: Stream meetings (online, monthly): Coordination meetings of all WP leaders in the Science & Technology Stream + CSO Technical team members Teamwork as repository for all central communications and documents Stream coordinator reports to the Executive Board and participates in the DPP Project Council AH2 / Science & Technology Stream Science & Technology Stream Objective 1 1. FACILITATE a shared reflection: ●Some bottlenecks: Difficulties? Concerns? Lessons learnt? space for improvement? ●Still, a continuation on what has showed to be productive, informative and successful get-together: ○regular updating ■identification of synergies, complementarities, supporting actions ■collaboration beyond DPP ○leverage on each other’s work ■design of multi-purpose tools ■mechanism to increase coherence at technical level AH2 / Science & Technology Stream Science & Technology Stream Objective 2 2. REINFORCE the space to strengthen the team in the remaining year: ●to drive and secure coordination ●to gather broader and thus, more comprehensive feedback ●to ensure continuity and alignment ●to advance issues and react accordingly ●to channel concerns to the project coordination and the CSO AH2 / Science & Technology Stream Science & Technology Stream Objective 3 3. PROVIDE support to develop harmonious, thorough, comprehensive and consistent outcomes: ●To complement expertise ●To integrate community inputs and approach diversity ●To ensure quality checking ●To secure continuity and consistency ●To produce added value AH2 / Science & Technology Stream Science & Technology Stream Building a comprehensive, coordinated and meaningful package AH2 / Science & Technology Stream ●Task 3.2 best practices in data mobilisation: ○Draft standard operating procedures/digitisation workflows available - please come to this afternoon’s session to discuss! ○ Extract, Transform and Load procedures milestone drafted ○Website: https://dissco.github.io WP3 - Capacity Enhancement Ongoing work AH2 / Science & Technology Stream ●Digital Maturity tool progressing alongside Task 7.3 policy tool, and acting as distributed working pilot for Task 3.3 ●Task 3.3 milestone about secondment practices will be shared mid April WP3 - Capacity Enhancement Ongoing work AH2 / Science & Technology Stream Milestones MS3.5 complete (Digitisation SoPs), MS3.6 (ETL) nearly complete and being reviewed before submission on 8th April MS3.7 pre-digitisation curation next to be worked on. MS3.8 Digitisation Monitoring - this work will be contained within D3.2, rather than a separate output. Deliverables Task 3.2 deliverable due July 2022 Task 3.3 deliverable (and milestone) due Jan 2023 - work meanwhile to survey / understand distributed teamworking over the last two years; as well as continuing to monitor DiSSCo tool development as a pilot. WP3 - Capacity Enhancement Upcoming activities AH2 / Science & Technology Stream WP5 - Common Resources & Standards Achievements made Task 5.1 DiSSCo Knowledgebase (concluded Jan. 2022) DiSSCo Knowledgebase pilot implementation https://know.dissco.eu/ (see D5.1) ●MS5.2 Implementation of concepts for sustainability of services, CMS, and overall TRL - completed ●MS5.5 Compilation of relevant data standards - completed ●MS5.3 Documentation of PIDs relevant for DiSSCo technical infrastructure - completed ●MS5.1 Functional technical implementation of DiSSCo Knowledgebase and documentation of most relevant building blocks - completed AH2 / Science & Technology Stream WP5 - Common Resources & Standards Achievements made Task 5.2 DiSSCo Modelling Framework ●D5.2 DiSSCo Modelling Framework - completed ●MS5.6 A functional prototype of DiSSCo Modelling Framework - completed ●MS5.7 Compilation of data standards forming the basis for the initial version of the DiSSCo Digital Specimen Object Specification - submitted AH2 / Science & Technology Stream WP5 - Common Resources & Standards Achievements made Task 5.3 Semantic enhancement and interoperability (concluded in Jan. 2021) ●D5.4 A best practice guide for semantic enhancement and improvement of semantic interoperability - completed AH2 / Science & Technology Stream WP5 - Common Resources & Standards Achievements made Task 5.4 Modernising technical infrastructure for science data mobilisation and publication ●Event storming workshop (35 participants, Jan. 2022) to identify key events of GeoCASe, Catalogue of Life and DiSSCo services ●exploratory analysis of GeoCASe and CoL API AH2 / Science & Technology Stream WP5 - Common Resources & Standards Ongoing work Task 5.1 - DiSSCo Knowledgebase ●training of partners ●video tutorials for the DiSSCo KB ●further content upload and curation Task 5.2 - Modelling Framework ●further development on openDS (together with T6.2) Task 5.3 - Semantic Enrichment ●Work on publication (disambiguation of persons) Task 5.4 - Modernising Technical Infrastructure ●'Big picture' workshop on community infrastructure interactions (originally planned for AHM2) ●develop a technical blueprint for interoperation between DiSSCo services, GeoCASe and Catalogue of Life AH2 / Science & Technology Stream WP5 - Common Resources & Standards Upcoming activities AH2 / Science & Technology Stream Milestones - Deliverables ●D5.5 “Construction plans for the improvement of technical infrastructure in the areas of geo-collection data and taxonomic services” (will be moved to Nov. 2022) ●D5.3 "DiSSCo Digital Specimen Object Specifications" (building on MS5.7, due Jan. 2023) AOB ●DiSSCo KB @SPNHC WP6 - Technical Architecture & Service Provision Achievements made AH2 / Science & Technology Stream Task 6.1 CMS systems interoperability and harmonisation (MfN) ●Deliverable 6.1 Harmonization and migration plan for the integration of CMSs into the coherent DiSSCo Research Infrastructure finalized ●DiSSCo Event Storming Workshop (+60 participants) involving a multitude of stakeholder groups like CMS developers/vendors, curators, data federations and researchers ●openRefine based prototype to link local collection data to the DiSSCo Digital Specimen architecture (part Milestone 6.1) Event Storming Workshop openRefine-based ingest in DS arch A. Implement DiSSCo Digitisation programme Goal: Accelerate and lower barriers for digitisation across European Natural History Collections Strategic objectives: ●Developing strategies for prioritising digitisation at various levels based on community consensus. ●Develop open digitisation workflows, training and best practices. ●Establish & operate regional digitisation centres & centres of excellence. ●Select and implement the use of annotation tool(s) consistent with capabilities of Specimen Data Refinery (SDR) and integrate other developing technologies and resources where appropriate (AI, robotics, citizen science). 4th DiSSCo Interim General Assembly 24-25 March University of Tartu Natural History Museum and Botanical Garden 4th DiSSCo Interim General Assembly 24-25 March University of Tartu Natural History Museum and Botanical Garden B. Implement DiSSCo Access programme Goal: Create, measure and support multimodal standardised routes to access collections Strategic objectives: ●Enlarge the scope of ELViS, together with a robust access policy and institutional policies. ●Establish an inclusive physical and remote access programme (triage physical access requests based on digital availability of collections). ●Attract users/requests external to our community (e.g. industry, cultural heritage). 4th DiSSCo Interim General Assembly 24-25 March University of Tartu Natural History Museum and Botanical Garden C. Implement DiSSCo Capacity Building programme Goal: Users and partners are confidently supplying/using data through DiSSCo and are making use of DiSSCo’s services Strategic objectives: ●Partners understand their level of digital maturity across a range of DiSSCo’s services and have targeted areas for improvement. ●Training availability within the DiSSCo consortium to build in-house capacity whenever needed. ●Continue to play a leading role in refining and implementing standards to ensure that DiSSCo’s data and services are FAIR and impact research and scientific/societal innovation. 4th DiSSCo Interim General Assembly 24-25 March University of Tartu Natural History Museum and Botanical Garden D. Implement DiSSCo e-Services programme Goal: Development of e-Services based on user needs defined through engaging with our stakeholders. Strategic objectives: ●Facilitate a novel community curation model that pulls together expertise from a wider pool of researchers and taxonomists. ●Achieve FAIRness; all data having PIDs and machine actionable metadata. ●Automated specimen enhancement services, implementing AI technologies to increase the volume and improve the quality of specimen-linked data. ●Make e-Services sustainable through the DiSSCo business model, ensuring human capacity and continuous service management. AHM2 Science & Technology Stream Monday 4 April 2022, 13-14 CEST Agenda 13.00 - 13.10 Stream Introduction (Wouter Addink) 13.10 - 13.40 WP presentations (WP leaders) 13.40 - 14.00 Open discussion (All) Attendees (name, affiliation and role in the project:) François DUSOULIER, MNHN, France Lorenzo CECCHI, UNIFI NHM, Italy Claus Weiland, Senckenberg, Germany Henrik Enghoff, UCPH, WP1 lead Emily Veltjen, INBO, Belgium Mathias Dillen, MeiseBG, Belgium, Task 5.3 lead Ann Van Baelen, KU Leuven, Belgium Sabine von Mering, MfN Berlin, Germany Matt Woodburn, NHM London, UK, Task 5.4 lead Anton Güntsch, BGBM, Germany, Task 5.2 lead David Fichtmueller, BGBM, Germany Vania Ferreira (DiSSCo CSO) (Host) Stefaan Pijls (MBG) Wouter Addink, Stream Leader (DiSSCo CSO) Dag Endresen Elspeth Haston Julia Pim Kari Lahti (FMNH, FInland) Katharine Worley (MNHN) Louise Ahl Mareike Petersen, MfN, WP5 lead Niels Raes, Naturalis, NL Paul Braun Philippe Loret Pierre-Yves Gagnier, MNHN Sam Leeflang, Naturalis, NL Sharif Islam, DiSSCo CSO Sonia La Felice Tim Claerhout (UGent) Tina Loo, DiSSCo CSO Vince Smith, NHM 1. Introduction 2 2. DiSSCo RI 2 3. Coordination Streams 2 4. Parties Involved 3 5. Goals and Modes of Collaboration 3 a. Modes of collaboration 3 b. (Objective 1) Facilitate a shared reflection 3 c. (Objective 2) Reinforce the space to strengthen the team in the last year to: 4 d. (Objective 3) Provide support to develop a harmonious, thorough, comprehensive and consistent outcomes to: 4 6. Work Package Updates 4 a. WP1, User Needs and Socioeconomic impact, Henrik Enghoff, UCPH 4 Task 1.3 is about the criteria for prioritisation of digitisation. 5 Task 1.4 regarding Socioeconomic Indicators led by Portugal. 5 b. WP3, Capacity Enhancement, Vince Smith, NHM 6 Task 3.1, digitisation Skills and Competencies 6 Task 3.2 Best Practices in Data Mobilisation 6 Task 3.3: Capacity Enhancement 7 WP3 Upcoming activities 7 c. WP5, Common Resources and Standards, Mareike Petersen, MfN 8 Task 5.2, DiSSCo Modelling Framework, BGBM 9 Task 5.3 Semantic Enhancement 10 Task 5.4 Modernising technical infrastructure for science data mobilisation and publication 10 WP5, Ongoing work 11 d. WP6, Technical Architecture and Service Provision, Claus Weiland, SGN 12 Task 6.1 CMS Systems Interoperability and Harmonisation (MfN) 12 Task 6.3 Technical interface requirements of the end-user services (Naturalis) 13 Task 6.2 Evaluation of the DiSSCo Architecture and Task 6.4 Embedding DiSSCo in the Technical Landscape 14 WP6 Upcoming Activities 15 7. Open Discussion 16 a. DiSSCo Strategy, Niels Raes 16 1 b. Open Discussion, Wouter Addink 18 1. Introduction Wouter Addink, Science and Technology Stream Coordinator WA: The structure of the parallel stream sessions will be the same. There will be a short introduction including why we have the stream and what it is composed of. After that we'll have science and technology Work Package updates, and with the remaining time, discuss any issues for the remaining project year. But before the discussion, Niels Raes will review the current state of the DiSSCo planning strategy under development so it can be factored into discussions with respect to thinking about gaps or things that need to be better addressed. 2. DiSSCo RI DiSSCo is a very complex and diverse project, diverse in terms of its members that range from very small to very large institutions, and diverse across countries and cultures. It is complex because there are a wide variety of use cases and user needs. Some user needs are for researchers, some are for assisting large scale digitisation and curation. DiSSCo is in the preparation phase which means the infrastructure is being developed to the necessary maturity to begin construction, and finally operation in 2026. 3. Coordination Streams There are two coordination streams whose aim is to: ●help navigate the complexity of elements needing development, particularly the five areas requiring implementation readiness ●interlink activities in different work packages ●ensure better coordination of thematically related work. The science and technology stream work packages are 1, 5, 3, 6. The business stream work packages are: 2, 4, 7, 8. There is a relationship and coordination between Work Packages 3 and 7 for secondment and aligning tooling, but that will be discussed more in the presentation of WP3. 2 4. Parties Involved WA is the Technology Stream coordinator. There are four work packages. ●WP1, User Needs and Socioeconomic Impact, led by Henrik Enghoff, UCPH The WP is about the Service Development Framework for which user stories are critical. And includes the Criteria for digitisation Priority and the Socioeconomic Benefits Framework for partners and countries. ●WP3: Capacity Enhancement, led by Vince Smith, NHM This work package is about the Mechanisms to Improve Digital Skills, Best Practices for Data Mobilisation, and Secondment Procedures. ●WP5: Common Resources and Standards, led by Mareike Petersen, MfN This includes work towards a Knowledgebase, a Modeling Framework, Data Crosslinking and Interoperability, and Key Services for the DiSSCo RI. ●WP6: Technical Architecture and Service Provision, led by Claus Weiland, SGN This WP is about development of plans for the DiSSCo Technical Architecture, and the Roadmap for Integration with the Global Technical Landscape. 5. Goals and Modes of Collaboration The goal is to reach data and scientific implementation readiness levels. a. Modes of collaboration ●Stream meetings are held once per month to coordinate stream WPs with WP leaders and CSO tech team members for technical alignment with system architecture. ●Teamwork is used as a repository for all central communications and documents. ●As a stream coordinator, WA participates in the Executive Board and in the Project Counsel. b. (Objective 1) Facilitate a shared reflection ●Discuss bottlenecks, lessons learned from earlier work, and room for improvement. 3 ●A continuation of what has been shown to be successful, productive and informative so there are regular updates to identify possible synergies and collaboration beyond the DiSSCo Prepare Project. ●leverage each other’s work, for example, in the design of multipurpose tools, and mechanisms to increase the coherence at the technical level. c. (Objective 2) Reinforce the space to strengthen the team in the last year to: ●drive and secure coordination ●gather more comprehensive feedback ●ensure continuity and alignment ●advance issues, if any, and react accordingly ●channel any concerns to project coordination and the CSO d. (Objective 3) Provide support to develop a harmonious, thorough, comprehensive and consistent outcomes to: ●complement expertise in the different WPs ●integrate community input and approach diversity ●ensure quality checking ●secure continuity and consistency ●produce added value. 6. Work Package Updates a. WP1, User Needs and Socioeconomic impact, Henrik Enghoff, UCPH 4 HE: WP1 consists of four tasks, two are ongoing, and two are complete. So the update here will focus on the ongoing tasks. Task 1.3 is about the criteria for prioritisation of digitisation. ●It is ongoing with a MS delivered. ●A questionnaire has been prepared directed at smaller collections regarding their digitisation prioritisation criteria and digitisation plans. ●Task team is also on the lookout for additional relevant literature to help write the deliverable due at the end of DPP (December 2022), and is looking at literature already in their possession. ●Made an analysis of digitisation prioritisation criteria used by DiSSCo partners. ●Working on the first draft of the deliverable. They hope to have the first draft ready by the beginning of June 2022 and will circulate it widely throughout DPP members, to gather as much information as possible. There may be several review rounds over the summer and autumn. ●The ambition is to keep the deliverable brief, readable and useful because they want it to continue to be a DiSSCo reference for future digitisation prioritisation. There are discussions about publishing part of the deliverable separately as a booklet or online. Task 1.4 regarding Socioeconomic Indicators led by Portugal. ●The MS has been delivered and work is continuing on MS reported work. ●They have been looking at existing studies on socioeconomic indicators relevant to DiSSCo. ●They will perform a survey for DPP partners and NNs to get a hold of socioeconomic indicators. ●The work is difficult because it is not concrete but work is progressing according to plan and will be submitted in December 2022. Task 4 will have a draft deliverable to send for further consultation. 5 Question (Wouter Addink): It would be good to create a plan or service level agreement for the tooling created in the project, especially the KB and modelling framework. Are you planning to do further work on this? MP: There was a request by WP4 especially regarding the costing of the different tools, what we expect. This will be done in the course of this year. d. WP6, Technical Architecture and Service Provision, Claus Weiland, SGN Task 6.1 CMS Systems Interoperability and Harmonisation (MfN) ●This is a comprehensive deliverable on the harmonisation and migration of CMSs into the core DiSSCo architecture called DS arch and is finalised already. This is based on preliminary work in an Event Storming Workshop involving 60+ participants representing many stakeholders (CMS developers, vendors, researchers, curators, data federations and researchers). ●Now working towards the milestone which is to implement a group of prototypes of the bidirectional links to DS arch. There is already one in place, a simple file-based collection management tool based on OpenRefine which leads to Cordra. An example is shown in the lower left. ●These developments and all other prototypes mentioned in this talk are demonstrated more comprehensively in the Thursday session started at 09:00. 12 Task 6.3 Technical interface requirements of the end-user services (Naturalis) ●This is a major update of the design of the Digital Specimen architecture and the embedded service ecosystem led by Sam Leeflang who will give a keynote on Thursday together with Wouter Addink and Sharif Islam. ●The new layout is shown on the left. We have a complex circuit now based on eventand stream-processing infrastructure called DS Infra leveraging Apache Kafka. In the session on Thursday Sam will deconstruct this complex circuit and explain how everything fits together. This is based on work done before in ICEDIG, and first half of DPP, and a publication by Alex Hardisty published in July 2021 on PIDs. 13 Task 6.2 Evaluation of the DiSSCo Architecture and Task 6.4 Embedding DiSSCo in the Technical Landscape ●These two tasks fit well together. ●We published a prototype demonstrating the integration of Machine Learning algorithms in DS arch and semantic validation. This is also covered in a special talk on Thursday. ●The major work of this task pertains to the development of the Open DS specification, which on the one hand is a data model (T5.2), and is developed in close collaboration with David (BGBM). Open DS as a standard is based on various principles including semantic components, ontologies, biodiversity standards, digital object architecture, and DOIP. All this has been embedded into the wider framework of the FAIR Digital Objects Forum which comprises all the developers on this approach. A FAIR Digital Object is an actionable knowledge unit and a standard of the wider data model that we would like to pattern the Digital Specimen after. We are heavily involved in and would like to be a driver of this movement. This is ongoing development, further embedding the digital specimen and other curated objects like media objects and trying to align this with the FAIR Digital Object approach. 14 WP6 Upcoming Activities ●D6.1 is delivered. ●MS6.3 is currently being written, which describes the DiSSCo API interaction with end user services (ELViS, UCAS). UCAS will have a special time slot in the double session on Thursday. ●D6.2, Implementation and construction plan of DS arch, is of particular importance, which is the technical part of the masterplan due on 2 May. It is broadly covered by the new architecture framework of Sam Leeflang and will be finalised after AHM2. ●There are smaller deliverables coming including MS6.1 Functional Prototype. API specifications are covered to some extent with the general architecture. Some of the later ones clustered at the end of 2022 will require adjustments, for example, the MS6.4 covering MOUs is dependent on DiSSCo as a legal entity, so there are not formal MOUs but there is a lot of work being done to align with other initiatives. There is work being done with GBIF to align with their new data model. Linking of the digital specimen model was presented at the Elixir hackathon. Naturalis is very active in the FAIR Digital Object Forum. WA and CW encourage everyone to go to Session 6 on Thursday to learn more about WP6 activities. 15 WA thanks WP leaders for sending their slides in time. 7. Open Discussion WA proposes several topics for open discussion: ●Major concerns timewise or content-wise (potential risks affecting delivery of the expected outcomes). This is most important for WP6 that has most of its deliverables still due. ●Further needs for coordination between the WPs and WPs in the other stream, or between DPP and other DiSSCo-linked projects (time constraints, different approaches, other) ●Detected gaps in the DiSSCo Master Plan. The Master Plan discussions are just beginning and will continue on Friday. In relation to considering these topics, WA requests Niels Raes to present slides presented in the last GA meeting covering the four pillars on which DiSSCo's strategy will be based. a. DiSSCo Strategy, Niels Raes Claus Weiland showed the first infrastructure design which is not entirely operational yet, but data is being mobilised through the infrastructure. So we must develop new priority areas and four have been identified: ●Implementation of a DiSSCo digitisation program with the goal to accelerate and lower the barriers for digitisation across European NSCs. (NR draws the analogy of this strategic objective being 'fuel for the engine' because if you have an infrastructure, you need data to operate the infrastructure.) This goal has four strategic objectives. ◦ Develop strategies for prioritising digitisation at various levels based on community consensus. ◦ Develop open digitisation workflows, training and best practices. ◦ Establish and operate regional digitisation centres and centres of excellence. ◦ Select and implement the use of annotation tools consistent with capabilities of the Specimen Data Refinery (SDR) and integrate with other developing technologies and resources where appropriate (AI, robotics, citizen science). 16 ●Implement DiSSCo Access programme with the goal to create, measure and support multimodal standardised routes to access collections. This goal has three strategic objectives. ◦ Enlarge the scope of ELViS together with a robust access policy and institutional policies. ◦ Establish an inclusive physical and remote access programme (triage physical access requests based on digital availability of collections, that is, more complete and detailed levels of digitisation will probably require fewer physical visits). ◦ Attract users/requests external to our community (e.g., industry, cultural heritage). ●Implement DiSSCo Capacity Building programme with the goal for users and partners to be confidently supplying/using data through DiSSCo and making use of DiSSCo services. This goal has three strategic objectives. ◦ Partners understand their level of digital maturity across a range of DiSSCo's services and have targeted areas for improvement. ◦ Training availability within the DiSSCo consortium to build in-house capacity whenever needed. ◦ Continue to play a leading role in refining and implementing standards to ensure that DiSSCo's data and services are FAIR and impact research and scientific/societal innovation. ●Implement DiSSCo e-Services programme with the goal to develop e-Services based on user needs defined through stakeholder engagement. This goal has four strategic objectives. ◦ Facilitate a novel community curation model (UCAS) that pulls together expertise from a wider pool of researchers and taxonomists. ◦ Achieve FAIRness: all data having PIDs and machine actionable metadata. ◦ Automated specimen enhancement services, implementing AI technologies to increase the volume and improve the quality of specimen-linked data. ◦ Make e-Services sustainable through DiSSCo's business model, ensuring human capacity and continuous service management. 17 b. Open Discussion, Wouter Addink So if you think of these strategic priority areas, is there anything in the remaining part of the project in the technology stream that is missing or that we need to strengthen to ensure coverage of these areas by the end of the project? Vince Smith: Niels' presentation is nice and clear. In considering the first objective of the first goal 'Develop strategies for prioritising digitisation at various levels based on community consensus' and of Wouter's request to think about potential risks affecting delivery, VS would like to think broader DiSSCo and not just DiSSCo Prepare. VS feels digitisation needs to be driven much harder and questions whether the wording on the first goal of the first objective regarding developing strategies for prioritising digitisation is correct? He feels that is a major risk. There should be much higher rates of digitisation among our national collections. NR: Are you worried that consensus cannot be reached on what should be prioritised or just speeding up the process of digitisation and the financial means to speed it up? VS: All of the above. We talk a lot about prioritising digitisation and what we should prioritise, but the reality is that we have to do it all at some point. So the question is, what is going to help at the national level to accelerate digitisation, and will that strategic objective of DiSSCo help with that? I don't have an answer but am posing the question. We have to drive a lot more digitisation and will the way that objective is described help us do that? NR: Maybe a workshop would be better. It can't be summarised in two minutes and requires discussion. VS: Agrees with NR on a workshop. Different nations are responding/addressing digitisation in different ways. VS would like DiSSCO CSO to support nations in their efforts to raise that national profile and what would that take? NR: And also alignment with EC Biodiversity Strategy 2030 to see what needs to be prioritised there. VS: That’s part of it, but national priorities will be driving it because it's national government money. So how do we build on national priorities? Some are shared at the European level like the Biodiversity Strategy, but many of them are national. So how do we press the national buttons to get people 18 engaged? Is there commonality between the nations in terms of how we do that? WA: I see several aspects of the discussion that we need to discuss more and so we need to plan a dedicated workshop for this. Henrik Enghoff: This discussion is extremely relevant to WP1 especially Task 3 which is about prioritising digitisation. And this deliverable will contain recommendations to DiSSCo and we may be talking about coordinating not only at DiSSCo and national levels. Tomorrow morning (Tuesday) is a session on WP1 and we plan to give people a rough draft of D1.3 for you to give your thoughts and ideas. Stefaan Pijls: Regarding the first goal and the third strategic objective 'establishing regional digitisation centres and centres of excellence'. SP is working on D4.4., pre-commercial procurement, how to fund development and find and apply funds. He questions if the regional centres are within the partnership of DiSSCo? That is, would some universities/institutions be delegated the task or will DiSSCO become the digitisation centre to be able to physically digitise specimens even sent in by privates? WA: As far as I know, the vision is to have the National Nodes develop that. It would be at a national level and not as part of DiSSCo overall. WA: We need to focus on the remainder of the project. We’re generating a lot of metadata in DiSSCo and DiSSCo-linked projects, and are creating tools (dashboard) and we have a draft data management plan that says all the data should be part of the FAIR digital infrastructure and all the services that we deliver need to be developed on top of that. But now we see that all these data are disconnected from the plans towards the FAIR Digital Object infrastructure. There's a lot of isolated datasets. And the maintenance of this data over time is also an issue. So we need to spend more effort developing plans to further manage the metadata being generated. Also from WP1 we see that the biggest group of user needs has to do with collection and specimen metadata, so we need to develop plans to better take that into account. Otherwise the data we've collected will become outdated very quickly. NR: Are we planning to use CETAF passports at the collection level? WA: Yes NR: Can we update that metadata there? 19 WA: Yes NR: That will require regular maintenance but the infrastructure is there. WA: There’s a plan for that in WP8.5 which is outside the technology stream but in that plan, there is currently no connection between the CETAF register (institutional specialisation metadata) with the DiSSCo infrastructure. I think there should be. There are no further comments and the Science and Technology Stream meeting is adjourned. 20 Science Data and Knowledge George O. Strawn NASEM Computer1 — Web Client Computer2 —Web Server HTTP HTTP | | Network1 — Router — Network2 | Forwarding Table FAIR Digital Objects: FDOs •FAIR: Findable, Accessible, Interoperable, Reusable •DO: Data, metadata (including type and operations), permanent ID (PID) •Data = data+articles+software+workflows+... •Make data Fully AI-Ready •Advancing Data from output to infrastructure FDOs and the primacy of data •FDOs are self-describing and not determined by the DOIP software •Current efforts to combine data from different sources usually requires 80% of the time for “data munging” leaving only 20% of the time for data analysis •An immediate goal for FDOs is to swap those percentages •The ultimate goal might be to reduce data munging to zero Computer1 — Database1 Computer2 — Database2 DOIP DOIP | | Network1. — Router — Network2 | Forwarding Table The three phases of IT •1950-1995. Many computers, many databases •1995-2030? One computer, many databases •2030?- One computer, one database Science Data Infrastructure •Clouds, Commons, or what? And when? •Who pays? •Where to put data less important (except for nationalistic issues) than how to put it (ie as FAIR data) The Big Picture: FAIR Digital Object and Digital Specimen Open Digital Specimen (a specification that is concerned with the logical structure and content of Digital Specimen) Digital Object Identifiers Example DOI: 10.22/1AF3-WR2 10.22.01/1AF3-WR2 Semantics and Attributes Linking and Operations (such as data enrichment, machine learning) Identify Describe Use Hardisty, A.R., Addink, W., Glöckler, F., Güntsch, A., Islam, S. and Weiland, C., 2021. A choice of persistent identifier schemes for the Distributed System of Scientific Collections (DiSSCo). Research Ideas and Outcomes, 7. https://doi.org/10.3897/rio.7.e67379 A Digital Object oriented approach for Natural Science Collections data: Vision for an endless number of levels of abstraction DiSSCo Building Blocks Science Data to Knowledge •Humans turn information (meaningful data) into knowledge (we are semantic engines) •Computers can turn data into knowledge (they are “only” syntactic engines) •What are the types of knowledge? 1. Objective: to identify an eLearning platform and provider for the delivery of trainings 2. Methodology: §Desk research: to §Semi structured interviews with some partners: NHM-UoCrete ands GBIF §An informal interview with Vlerick Business School §Criteria : i. Presence on the market ii. Availability in Europe of IT support iii. Already used by key project beneficiaries iv. User friendliness AHM 2Session WP2 – T2.1 Training strategy Objective of the Subtask & methodology Prioritisation of 2 platform 1. A cloud-based software package 2. To deliver learning content and resources to an audience 3. Gives possibility to provide classes: §online, hybrid (a mix of online and offline) §live or recorded Accessible 24/7, easy to reproduce, possibility of selfthough courses 4. Space with: §Information about courses, curricula, dates, methodology, evaluation, registration and payment §Access to learning materials §Interaction (Forum, chat etc) and Collaborative learning (projects, wiki) §Provides tools for assess learning, certification & awards, competences mgt AHM 2Session WP2 – T2.1 Training strategy What is an eLearning platform AHM 2Session WP2 – T2.1 Training strategy Moodle vs Chamilo: overview Course creation: The content page is a building block for creating a lesson in Moodle. You first need to create a course and then you can develop the lessons within it. Lesson creation is based on a 4 set up sections, namely general, appearance, flow control and grade. Multimedia resources: Moodle has full integration of Microsoft Office 365, Google, virtual class (teams), video, documentary, etc. Video Communication: Zoom, teams, etc Collaborative tools: Forum, wiki, chat and groups. Assessment & certification tools: Quiz, assignments, Live exams. Certificates. Gamification tools Stats, monitoring and reporting tools: monitoring and reporting at all levels (platform, programmes and per course) Extras: GDPR compliant, App (partial feature coverage), Online payment plug in AHM 2Session WP2 – T2.1 Training strategy Moodle vs Chamilo Pros: A global community: +160.000 registered organisations, 100+partners, more than 220.000 users worldwide, 1700+ open-source plug-ins developed Market position: 60 to 95% market share, numerous IT support companies Multi language capability: +100 Cons: Less intuitive Routine small updates @ 8am CET Crowded but less sharp space Pros: Easy to use, intuitive Easy way to repeate courses GBIF Spain has adopted Chamilo Chamilo developers and support system is based in Brussels Cons: Limited language capability: +30 Dependant mainly on Chamilo Foundation for customisation and IT support AHM 2Session WP2 – T2.1 Training strategy Moodle vs Chamilo Cost: -6000 euro (one off) customisation -0 euro training session on platform use (extra trainings: 1200 euro) -4500 euro annual license -1050 euro (10% each invoice) Moodle fee License includes: Up to 1000 users Web hosting, MCO and back up Portal available 24/7 (99% of availability) Help desk support for technical issues and software update Cost: +-5500 euro per year TTC Includes: • Platform customisation • A training session on platform use • Annual license with: Up to 1000 users 25gb of hard disk space 99% Portal available 24/7 Creation of up to 200 courses Unlimited editions of courses Help desk support (with ticket system) AHM 2Session WP2 – T2.1 Training strategy Moodle vs Chamilo AHM 2Session WP2 – T2.1 Training strategy Moodle vs Chamilo AHM 2Session WP2 – T2.1 Training strategy Conclusions & recommendations Moodle is an established player, while Chamilo is a noteworthy one Moodle more popular but not in long term Chamilo is more competitive pricewise Chamilo is used by GBIF. (and Many trainers withing DiSSCo community provide training with GBIF) BUT Check preference with other WPs with a joint demo session of Chamilo & Moodle Check better what tool DiSSCo trainres (not institutions) use Recommended eLearning platform: Chamilo DiSSCo Prepare WP2 T2.1 Training strategy 22 April 2020 TASK 2.1 -Training Strategy components (draft) All Hands Meeting 2 April 5th 2022 3 –4.30 PM CET AHM 2Session WP2 – T2.1 Training strategy a. Target group definition •differentiate project beneficiaries & project partners (via NNs -national community) •differentiate data suppliers & users (particularly those outside the NHMs) •Use the one from SYNTH+ D2.3 (?) and also DiSSCo 1.1 and 1.2 (part on user groups) b. Needs analysis •Use findings of 2.1 M5 Subtask 1 on training needs •Integrate SYNTH+ D2.3 recommendations, especially on existing trainings (also to facilitate trainers’ identification) •Integrate input from national level via NN (part of M6) -focus groups or dedicated sessions •Share IRL training objectives with WP leaders for review and enrichment •Integrate results from T3.1 competences framework (if possible) and task 2.3 Human Resources Policy (part on M10 Portfolio on roles) AHM 2Session WP2 – T2.1 Training strategy 1. Beneficiaries of training activities 4 this session During the first part it was outlined how to properly target the beneficiaries of the training activities and their needs were analysed. The second part focused on the actual training methodology of the strategy, highlighting the different possible scenarios according to various situations. In the third part it was then highlighted which struments and platforms (eLearning) will be used to implement the previous mentioned methodologies. Finally, the last part provided some business model recommendations There werent any comments or discussions more than elements already raised in the previous session 16h20 - 16h30 Wrapping up and conclusions MJA, (MUHNACULisboa) Notes of this session Maria Judite Alves and Mariano Iossa, as convenors of the session, thanked everybody for the very fruitful discussions and ensures that the issues raised will be followed up both in the finalisation of current work (MS5) and in fine tuning and carrying out future one (MS6 and D2.1) ATTENDEES: Jose Alonso (CSO, NL) Stefaan Pijls (MBG, BE) Lorenzo Cecchi (NHM, UNIFI, IT) Vanni Moggi Cecchi (NHM, UNIFI, IT) Marta Biaggini (NHM, UNIFI, IT) Gianna Innocenti (NHM, UNIFI, IT) Serge Scory (RBINS, BE) Carole Paleco (RBINS, BE) Niels Raes (Naturalis, CSO, NL) Katharine Worley (MNHN, FR) Salomé Landel (MNHN Paris, FR) Helen Hardy (NHM London, UK) Pedro Arsénio (ULisboa, PT) Julia Pim Reis (MfN -Berlin, DE) Emily Veltjen (INBO, BE) Sabine von Mering (MfN Berlin, DE) Laura Tilley (CETAF, BE) Eva Alonso (Naturalis, CSO, NL) Celia Santos (MNCN-CSIC, ES) Isabel Rey (MNCN-CSIC, ES) Alessandro Marchi (CETAF, BE) 5 Ana Casino (CETAF, BE) Beáta Papp (HNHM-Hungary, HU) Piotr Tykarski (UW, PL) Paul Braun (MnhnL, LU) Marko Lovric (CETAF, BE) Judite Alves (ULisboa-MUHNAC, PT) Bruno Ribeiro (ULisboa-MUHNAC, PT) Dimitris Koureas (Naturalis, NL) Giacomo Begala (CETAF, BE) Wouter Addink (Naturalis, CSO, NL) Tim Claerhout (UGent, BE) Tina Loo (Naturalis, CSO, NL) Steve Robertshaw -AcrossLimits Stefaan Pijls - MBG DiSSCo Prepare WP4 -Task 4.4 All Hands Meeting 22 April 2020 T4.4 Pre-Commercial Procurement [06/04/2022] Agenda •Intro: what is a PCP (and what else is there) (30 min) •DiSSCo PCP : Survey & other insights (10 min) •Identifying Pre Commercial Developments (10 min) •Break outs: development, strategy and procurement (30 min) •Wrap up and conclusions (10 min) * avoiding the not-invented-here syndrome: https://www.youtube.com/watch?v=zyetvgQicV0 What is a PCP: a video What is a PCP: Procurement of R&D services •involving Risk-Benefit Sharing under market conditions (published in call for tenders) •providers must own (at least some of) the IP •procurers have royalty free access to results for own use & right to grant non-exclusive license to 3rd parties •call back provision •and Competitive Development phases •solution design → prototyping → original development → validation/testing •reducing # providers •with a clear Separation from the Deployment of commercial volumes of end products •no obligation to procure the results •possible to pursue in a Public Procurement of Innovative solutions (PPI) What is a PCP: an example http://www.preforma-project.eu/ In 2013, national archives and musea around Europe identified the need to improve the quality of digital files that preserve our cultural heritage for the long-term as existing techniques could not solve the problem, new R&D was needed. To achieve this goal, memory institutions from nine European countries decided to start together the PREFORMA pre-commercial procurement. After the mandatory preliminary market consultation was completed, mid 2014, followed the publication of the contract notice, which detailed the problem to be solved, the main functional requirements and the typical use cases that the innovative solutions would need to be able to handle. On 6 November 2014, contracts were awarded to 6 different consortia to start By end 2017, the PCP successfully delivered three new open-source standardised tools that improve the curation capacity with high digitization accuracy and quality at reduced costs which resulted in worldwide adoption of the three resulting open standardised solutions https://digital-strategy.ec.europa.eu/en/news/towards-sustainable-ecosystem-long-term-digital-preservation-cultural-heritage https://ec.europa.eu/newsroom/dae/document.cfm?doc_id=71017 PCP | PPI | Procurement differences: the Trouser Analogy PCP: A Comparison NB In the cases of PCP and PPI, the Public Sector is always on the demand side Pre-commercial Procurement Public Procurement of Innovation Standard Procurement Rules TRL 3 - 6 Laws Regulations Specific Guidelines TRL 7 - 8 Laws Regulations Specific Guidelines TRL 9 Laws Regulations Opportunities Outsource research dependencies Create innovation opportunities in the market Transfer risk BUT Buy in innovative solutions Early adoption supports developers Reduce overheads CapEx vs OpEx Supply-chain Management Challenges Managing the process Scope setting Specifications Selection Manage risk Managing the process Match-making Seduction Transfer risk Some vs all? Managing the process Specialised Skills Complex process Specifications Procurement Styles Sole / Central Procurement Joint Procurement Rules Laws Regulations Laws Agreements Regulations Opportunities Reduce overheads CapEx vs OpEx Supply-chain Management Economies of Scale Admin Costs Distribution of expertise Challenges Managing the process Specialised Skills Complex process Specifications Admin Burden of group Slow decision-making Differing and shifting perspectives Commercial Procurement Public Procurement Rules Laws Regulations Negotiated Position Laws Regulations Rules Opportunities Reduce overheads CapEx vs OpEx Supply-chain Management Buy in Novel Goods and Services unavailable within the organisation Challenges Managing the process Specialised Skills Complex process Specifications Seriously Complicated Additional Rules Risk Management Process Management Specialised Skills Specifications Break outs : * each room should have a person with some background on the development need, a person with perspective on the strategy and a person from T4.4 and AcrossLimits to take notes and provide Procurement perspective 1. allocate a TRL level to the topic, incl. a 2 sentences motivation 2. identify the fit with the DiSSCo strategy, if applicable, incl. a 2 sentences motivation 3. select the most appropriate procurement model, incl. a 2 sentences motivation 4. provide any additional perspective you like, propose next steps Break outs : Room # : Development * Development Opportunity: room#: attendance: 1. TRL level (incl. a short motivation): 1. Link with the DiSSCo strategy (incl. a short motivation): 1. Assumed procurement model (incl. a short motivation): 1. Additional perspective and/or next steps: Agenda •Intro: what is a PCP and what else is there •DiSSCo PCP : Survey & other insights •Identifying Pre Commercial Developments •Break outs: development, strategy and procurement •Wrap up and conclusions Plan for 2022 -MS June ; D December 1. Gathering perspective (Jan-Feb-March) •deeper understanding of PCP and its opportunities •WP & Task leaders survey to identify relevant opportunities •align with Future Developments Strategy 2. more insight in the PCP opportunities in DiSSCo (April) 3. Analysing data collected, verify and document (May) 4. MileStone : landscape analysis and feasibility results (June) 5. Deliverable: Final Report (Dec) PCP and PPI in Procurement Context MNHN$Paris$ 22 April 2020 The costing methodology$ WP4 – task 4.1 – The Cost book AHM2$ All$Hands$meeting$April$6$2022$ 22 April 2020 Aims of session : start data gathering by Mid-April $ • Presentation of methodology (documents circulated) • Hands-on with the Excel file – what is needed to improve it? • Results from MNHN • Answer the question: achievable by 120 institutions in 21 countries? All$Hands$meeting$April$6$2022$ 22 April 2020 Principles and hypotheses$ • Activities and services provided by the institutions do exist and are well established • Retroanalysis not suitable for new services • Year of reference: stable, « average » - issue : projects or investments spanning 2 or more years • Average means dealing with uncertainties • Main resource: staff. Key element is time distribution • Identifying coherent accounting entities = administrative unit with staff involved, at least partially, in DiSSCo services. • Head of unit knowing how time is distributed for each member of staff. All$Hands$meeting$April$6$2022$ 22 April 2020 The Tool - an Excel file for each accounting entitity$ • One size does fit all. The Excel file covers all financial elements and goes beyond the minimal requirement for the business model (many empty columns possible eg for IT infrastructure unit , EU program management unit) • Designed for collections departments but versatile in order to be used for o Analytical facilities, digitisation unit o Training services o Other… All$Hands$meeting$April$6$2022$ 22 April 2020 2 Pending issues to be addressed by governing body $ • Conservation cost as indirect costs: min and max indirect costs of services • Software collection management system serving both the institution and DiSSCo: identified as a whole, requires decision to split it between institution’s own and in kind contribution to DiSSCo hub All$Hands$meeting$April$6$2022$ complex. At the end we need a cost of services per unit, if institutions have other ways to come up with information, institutions just give the numbers and explain how they got it. We understand how these numbers came up. Want this session to have your feedback on that. Either this info is brought using a common methodology. Ask all institutions to come up with numbers. Try to get a consistency in the end AC: these are the two ways to be used. Stefaan Pijls: that is awesome for the one who needs help and those who are willing to benchmark. Good for transparency and the use of ranges. To what extent it is useful for forecasting and see what we expect for the development phase? MG: come up with numbers that make sense. See the differences in the cost and do they make sense or not. Seeing that in mineralogy, takes time. Expecting to have all the numbers between the different scientific disciplines. Get through job levels. Differences between digitisation. Regarding the future. Point is to gather as much data as possible. The common unit for DiSSCo is the hour. The idea was to look for magic numbers = 90% of the cost are staff costs. Changing from how much does it cost to how long does it take. If we see significant differences. Niels Raes: had the privilege of a bilateral meeting with Michel - overwhelming when you 1st see the sheet. Doable for Naturalis. Wouldn't it be useful to have a video tutorial  cost book will be a key element for the funders forum. MG: happy to record everything Patricia Mergen: when filling in information we realized that simply we do not have the figures, we had to get back to individual persons. Stefaan and Frederic can help. We can adapt our accounting system to DiSSCo. Help to adapt our institution, it was worthy to fill in this figure. Motivate to do the effort to fill it in. Try to make it more efficient in the future. Elsa Fontainha: someone asked about the future cost, assume we have to compute the future and we want to present some measures of financial evaluation of this project. Incremental value of DiSSCo inside the institutions. What kind of discount rate would be reasonable to compute? What is the discount rate from an economic and social perspective? SP: is this not more a choice than a calculation MG: If you look at the numbers, I am impressed by the time spent to process a loan. “oh might be better to digitize things”, part of the loans will be replaced by institutions. Institutions will need staff for the loans. AC: mentioning that this methodology cannot be applied to new services. We do not know what these new services would be. If development of methodology in terms of units. Those units can be adjustable. From different components, what you are saying is not applicable. MG: try first before knowing how much it would cost you. If no feedback on it PM: think it is compatible with new services. Only challenge is the price tag on it. If we have a table we can add additional lines. SP: basis of shoot costs analysis, if new activity, will go with assumptions. AC: despite how you calculate, if you have a reference component, here we are talking of costs. If you refer to a stable unit. Importance of having a cost book is to have a framework to identify the process for the amount of money needed. Despite the methodology of institutions, the important thing is to have the reference units. Frederik Leliaert: Important that this cost estimation is an iterative process, institutes can learn from each other. Incorporate costs that perhaps are not relevant for DiSSCo. MG: From now on, we are going to need numbers now, what is your feeling? PM: Now we are 170 institutions. one of the challenges, exercise with institutions almost fully involved in collections. Universities have collections but this is not their main activity. MG: In university, very small services dealing with collections + focus on them + no big deal, we do not have to ask the university to do everything. Maybe universities have their own values already. approaching that through what people are doing. I do not know the next steps. Following what Ana, ok now the question will it be the standard or not? Get the consistency at the beginning? Or it could be a mix. Before knowing how much it would cost, be able to say how long it would take. mid-april: come up with a number but providing how they got the figures Chat 11:44:35 De Pedro Arsénio à Tout le monde: Is it possible to consider costs of a contracted person that worked only a part of the year (final part of a 2,5 year contract, for instance)? 11:44:42 De stefaan à Tout le monde: ScreenToGif - Record your screen, edit and save as a gif ...https://www.screentogif.com A practical tool for such on line tutorials 11:57:58 De Dimitris Koureas à Tout le monde: I need to switch to another meeting. Michel thank you very much. 11:58:15 De Patricia Mergen Meise Botanic Garden à Tout le monde: We can also decide that a new expense that it fits in an existing component in the table 12:05:15 De Pedro Arsénio à Tout le monde: Good point, Patricia! In my perspective the major challenge is not if small collections in University contexts are willing to estimate costs, but rather how to deal with the added complexity of estimating time dedicated to collections (by professors, researchers, etc)... 12:06:48 De Elsa Fontainha ( ULisboa) à Tout le monde: The Account Systems are standardized. However the nature of the institutions (e.g. public, private, mixed) the size of the RI, the main activity (education oriented or not) creats big differences within each country and among countries. The costing books must be adapted. The works presented is "open" allows flexibility. But a lot og work will be need in future (after Prepare). 14/04/2022 1 Instructions for the AHM2 meeting ●The sessions will be recorded and available after the All Hands meetings; ●By default, all attendants are muted from the start; ●At the beginning of the session, the team must decide who will be the note-taker and chat moderator, if necessary; ●To save the chat, the conveners must download it before the end of the session; ●Link to the general sessions : https://us02web.zoom.us/j/89644120122?pwd=UDhtK0xTY3d1bVRubXprVUZ2T050UT 09#success ●Agenda: https://docs.google.com/spreadsheets/d/1bUiV8nG98efVlaKMpyDEMIhbErjBqjce/edit #gid=648015891 Angele Giuliano - AcrossLimits & Lisa French - NHM DiSSCo Prepare WP4 - Task 4.2 All Hands Meeting 22 April 2020 T4.2 Business Sustainability [06/04/2022] 1 2 14/04/2022 2 Agenda • Introduction to T4.2 (Lisa) • DiSSCo Business Models: Identifying Potential Income Streams (Angele) • Business Model Survey - Preliminary Results (Angele) • Discussion (all) Introduction to T4.2 •4.2.1: Undertake an assessment of potential external user needs of DiSSCo Services, from both the private and public sectors •4.2.2: Evaluation of potential income diversification opportunities •4.2.3: Creation of a platform to assess DiSSCo costs 3 4 14/04/2022 3 Task 4.2.1 Undertake an assessment of potential external user needs of DiSSCo Services, from both the private and public sectors This builds on the user stories and case studies compiled in WP1. It also links with the stakeholder analysis work from WP8.3. We will identify users and market niches within these services. This subtask will identify the key elements where capacity building is required in order to ensure the offer matches demand. Task 4.2.2 Evaluation of potential income diversification opportunities We will evaluate the feasibility of options for charging for DiSSCo Services. This task will include evaluation of the legal possibilities for income diversification, and what the limits might be to opening up DiSSCo to the private sector. It will also include an assessment of any potential risks. 5 6 14/04/2022 4 Task 4.2.3 Creation of a platform to assess DiSSCo costs This subtask will make recommendations on the minimum cost information required in order to be able to charge for services in future, and will look at what platform should be used to store cost data. This will link closely with the WP4.1 costbook task, and will be fully scoped later in the year. Status Update April 2022 •Working Group setup from AL and Task Leaders •Regular meetings & shared folder established •Ongoing rolling notes, actions, tasks •Overall business angles started to be defined •Requirement for more information (at Dissco member level and sometimes at WP Level) has been identified and are being handled •First delivery - T4.2 April Milestone, soon after T4.4 June 7 8 14/04/2022 5 Focus on April Milestone 1. Collection of commercialisation documents - done 2. Drafting of interview questions / survey -done 3. Launching interviews / survey - done 4. Analysing data collected and documents , in progress 5. Reporting on the above (April) Why? •Business (and income) opportunities depend on demand for DISSCO services and ancillary services that can be delivered by member entities but brokered by DISSCO •Fragmented knowhow of what industry needs / requests need consolidation - the real demand •Actual requirements / wish for procurement (both public normal and pre-commercial) have to be clarified - developing a “shopping list” (feeding into T4.4) 9 10 14/04/2022 6 Identifying Income Streams •Income Streams for DISSCO will be from a variety of sources • “Membership” fees from MS • Grants from National / EU sources • “Service” fees from potential clients Service list for DISSCO •Training •Digitisation on demand/virtual access to the collection •Physical access to the collection •Analysis (e.g. imaging, sequencing) •Consulting services •Others 11 12 14/04/2022 7 Rationale of Survey •Requires business development expertise and mindset • Questions are a starting point for discussion • Checking current thoughts of partners • Helps to identify those partners that look at business opportunities • Open door …. A process that can continue iteratively 13 14 DiSSCo Prepare WP1 – T1.4 Develop indicators of socioeconomic impact 22 April 2020 WP1T1.4 – Selection of SEI for DiSSCo AHM2 06-04-2022 DPP AHM2 / WP1 – T1.4 - Develop indicators of socioeconomic impact Agenda ●Review of mls report principal findings ○frameworks of SEI indicators ○areas of impact, user communities and services of DISSCO ○list of indicators compiled ●Examples of SEI studies in the scope of DISSCO ○NHM London - Laurence Livermore (NHM London) ○Atlas of Living Australia - Alexandra Marçal ●Collect feedback on indicators for DISSCO ●Next steps towards a proposal of SEI framework for DISSCO ○survey to wider DISSCO community, including NN ○guidelines for the SEI of DISSCO DPP AHM2 / WP1 – T1.4 - Develop indicators of socioeconomic impact https://tinyurl.com/AHM2-T1-4 Add your name to the shared document for agenda and note taking DPP MLS 1.4 Corpus of previous studies on socioeconomic impact compiled Compilation of indicators SEI table consolidation (Re)classification of objectives and impact areas Literature review Search and collect published examples or frameworks of indicators of SEI of RIs Table definition Define descriptors of the indicators, using as source frameworks of SEI Collect indicators from frameworks or studies of SEI analysis Complete classification of objectives and type of impact areas for all indicators Remove duplicates and redundancies between indicators, and identify links between them Methodology: Report: https://tinyurl.com/DPP-mls-1-4 DPP AHM2 / WP1 – T1.4 - Develop indicators of socioeconomic impact List: https://tinyurl.com/DISSCO-SEIcompilation A recent study showing that every 1 AUD spent on Taxonomy Australia’s mission could result in benefits between 4 – 35 AUD for Australia – up to $28bn over 25 years The study looks at four thematic/sector areas: - biosecurity (threat reduction) - agricultural R&D - biodiscovery for human health - biodiversity conservation (uses a mixture of the economic methods in the US Advisory Report above) https://www2.deloitte.com/au/en/pages/economics/article s/cost-benefit-analysis-mission-discover-documentaustralia-species.html NHM work with Frontier: ‘Theory of change’ Impacts What are the ultimate impacts as a result? Could be avoided costs, improved societal outcomes (e.g. health and wellbeing)… Inputs Resources required Can be money, people, infrastructure, skills … Outcomes What changes do those outputs support? Can be increased access, more research… Outputs What is produced from those activities? Can be digitised collection data, workflow innovations… Activities What is delivered? e.g. building and operationalising new infrastructure… Timeline: when are elements of model expected to materialise? Unintended consequences (positive or negative) We estimated the benefits using two methods with a top-down approach; the estimated benefits range between £0.4bn - £2.1bn x Investment in science Typical return on investment in science = £0.7bn - £1.4bn £0.2bn 20 - 40% Estimated benefit in Net Present Value terms (30 years, 3.5% discount rate) x Research efficiencies Typical return on investment in science = £0.4bn-£2.1bn £0.1bn - £0.3bn 20 - 40% Estimated benefit in Net Present Value terms (30 years, 3.5% discount rate) Digitisation of the NHM collection 1 2 The literature looking at the return on investment in science gives us a reasonable proxy for the value of the digitisation programme An alternative approach is to quantify the efficiency benefits that digital data brings to researchers in terms of cost and time savings which then have impacts in the wider economy 1 2 We looked at five thematic impact areas which cumulatively give us at least £2.2bn in benefits in the wider economy Biodiversity conservation Invasive species Mineral exploration Agricultural R&D Medicines discovery Digitisation enhances taxonomic knowledge which improves detection of threatened species. This enables conservation efforts which slow down decline in threatened species populations maintaining the ability of ecosystems to deliver vital services for humankind. £670m to £1bn Digitisation enhances taxonomic knowledge which improves detection of invasive species which are estimated to cost UK economy £2bn a year. Reducing the frequency of genuine threats leads to significant economic benefits. Digitisation can improve the accuracy of existing data and provide more geonomics data. This can accelerate the discovery process and minimise costs by de-risking it (allowing exploration industry to know when to stop). £80m to £400mn £690m to £1.1bn £750m to £2.8bn £15m to £68mn (1 crop) Digitisation can improve accessibility of samples and consequently the range of samples tested for the purposes of drug discovery and commercialisation. The economic value of commercialised drugs for health is huge so even if digitisation leads to a very small increase in the rate of drugs discovery the benefits are very large. Digitisation can help in the discovery and/or improve the understanding of Crop Wild Relatives (CWR) with regards to their genetic traits. This can enhance breeding of crops which are environmental friendly, have higher yields and are disease resistance. Estimating benefits in specific areas helps to show the research efficiencies in more detail. These flow into the wider economy through more and better research across multiple areas, some of which we explore below. These are not intended to be an exhaustive list. 3 Conclusion and opportunities for future research There are many more areas which could and would benefit from digitisation but have not been considered in this study – e.g. climate change, discovery of new materials. One of the most significant benefits of digitisation, is that it can foster blue skies research in any number of areas which are impossible to predict and value ex-ante. Future research could add significant value to this work by studying more closely the user base of the NHM digital data and attempt to track the ultimate impacts of the data use which goes beyond academic publications and onward citations. This study looks at five impact pathways but not at what types or levels of digitisation are necessary to fully enable these or wider benefits (though this is touched on in the full report in considering how each impact would materialise) – to inform prioritisation, deeper studies would be needed informed by case studies of data from particular taxa or to a particular level of data e.g. fully geo-referenced, genetically sequenced etc. AM Correia WP1 – Milestone 1.4 April 6th 2022 WP1 – Milestone 1.4 ALA - Atlas of Living Australia ALA is a RI supported by NCRIS, an Australian Government initiative The mission of ALA is to provide free, online access to a vast repository of information about Australia’s biodiversity ALA implemented a collaborative, digital and open infrastructure that aggregates biodiversity data from multiple sources, and focuses on making biodiversity information accessible and usable https://www.csiro.au/en/research/natural-environment/atlas-of-living-australia WP1 – Milestone 1.4 Assessment of the key impact areas of the ALA e.g. cultural change, new products and services, productivity and efficiency gains and applications Initial and contemporary estimate of the benefit-cost ratio for investment in ALA and contextualising this in the organisation’s overall value ALA´s SEI evaluation Assessment of the Atlas of Living Australia's Impact and Value https://www.csiro.au › Files › Impact-assessment ALA´s Impact and Value ALA - Atlas of Living Australia WP1 – Milestone 1.4 Output area # of indicators Type of indicators Data 1 quantitative Tools, services and infrastructure 1 quantitative/narrative Impact area Influence on Cultural Change 6 quantitative/narrative New Products and Services 3 quantitative/narrative Productivity and Efficiency 5 quantitative/narrative Applications and Derivatives 4 quantitative/narrative ALA Assessment Output & Impact areas ALA - Atlas of Living Australia The ALA Impact Evaluation indicated efficiency gains applied to expenditure on biodiversity and national parks to be 26.9 million AUD in 2016, with a benefit-cost ratio of 3.5:1 WP1 – Milestone 1.4 ALA has led to a range of delivered and potential impacts Increased open sharing of data and standards Production of reports, papers and publications & significant efficiency gains for biodiversity data management and on-ground intervention and actions relating to biodiversity See also: ALA - Atlas of Living Australia ALA is a RI supported by NCRIS, an Australian Government initiative. The mission of ALA is to provide free, online access to a vast repository of information about Australia’s biodiversity. Assessment of the key impact areas of the ALA. Initial and contemporary estimate of the benefit-cost ratio for investment in ALA and contextualizing this in the organization’s overall value. ALA has led to a range of delivered and potential impacts. Increased open sharing of data and standards. The ALA Impact Evaluation indicated efficiency gains applied to expenditure on biodiversity and national parks to be 26.9 million AUD in 2016, with a benefit-cost ratio of 3.5:1. Links: https://www.ala.org.au/ https://www.csiro.au/en/research/natural-environment/atlas-of-living-australia Assessment of the Atlas of Living Australia's Impact and Value https://www.csiro.au › Files › Impact-assessment Notes ● Elsa made an overview on SEI and our approach. ● Rui indicates that the full list of indicators compiled is available at https://tinyurl.com/DISSCO-SEIcompilation ● Rui´s explanation on how to assess the proposed indicators on the online survey: https://forms.gle/FwDTpvB7WeuvJ2cm9 ● Laurence presents the case study on the valuing the SEI of of the digitization of the NHM Lonon collections, He explains that many studies about the impact of NHC do not provide quantifications of the impact ● Elsa - There is a timelapse between the activities and the impact ● Elsa explains the purpose of the questionnaire to be responded by the participants of the session ● Participants responded to the survey. ● Feedback on the relevance of indicators of socio-economic impact. Important to evaluate DiSSCo before and after its implementation in terms of relevance of the participant institutions. General overview of the importance of each proposed indicator. Important suggestions of other indicators. ● Patricia - A recommendation is to select the indicators that best fit the outputs of the RI ● Judite - indicators at DISSCO level are different from institutional level. How to implement them in a compatible way? ● Ana - Better definition of indicators of KPI and SEI ● Next steps towards a proposal of SEI framework for DiSSCo and timeline (link ?) ● Some discussion on the SEI indicators and guidelines ● Please send out Survey in early June because summer holidays start in late June in some countries Session 1: Common infrastructures for Digital Specimens ●Intro openDS (CW) ●Minimum Information about a Digital Specimen (Elspeth Haston) ●Linking DS arch to CMSs (Julia Pim Reis/Falko Glöckler) ●DiSSCo Modelling Framework (David Fichtmüller) ●ELViS & wider scope (Sharif Islam) ●Keynote: DISSCo Technical Architecture Overview (Sam Leeflang) Session 2: Discussion Framework and requirements for distributed annotation tools ●OpenRefine/Image Pilot (Jonas Grieb) ●Specimen Data Refinery (Laurence Livermore) ●UCAS 1 (Sharif) ●UCAS 2 (Wouter Addink) ●Discussion on UCAS/Annotations AHM2 / Common infrastructures for Digital Specimens Agenda: Claus Weiland DiSSCo Prepare WP 6 Senckenberg 22 April 2020 Digital Specimens as FDO Typpes ALL HANDS MEETING – AHM2 7 April 2022 AHM2 / Common infrastructures for Digital Specimens Again briefly: DiSSCo’s Digital Specimen ●Biodiversity Digital Twin of a physical specimen in cyberspace ●Encapsulates and persistently links to information artifacts, which are about the physical specimen ● Abstraction; data objects with a logical structure of a particular kind: FAIR Digital Objects detailed by th openDS specification. AHM2 / Common infrastructures for Digital Specimens Webster 2021 AHM2 / Common infrastructures for Digital Specimens ods:type: ODStypeV0.1 ods:curatedObjectID: id.senckenberg.de/object/sesam176856 dwc:typeStatus: holotype of Rhinolophus maendeleo [...] 2000 AlphaFold SARS-CoV-2 ORF3a protein (prediction blue) ● Wittenburg & Strawn (2021): [...] We see the possibility to speak about “one virtual computer and one virtual data collection” (doi: 10.3390/info12110472) ●Wilkinson et all (2016) “This necessitates machines to be capable of autonomously and appropriately acting when faced with the wide range of types, formats, and access-mechanisms/protocols that will be encountered during their self-guided exploration of the global data ecosystem.” (doi:10.1038/sdata.2016.18) https://www.deepm ind.com/open-sour ce/computational-p redictions-of-protei n-structures-associ ated-with-covid-19 The vision: Towards one virtual data collection ●Machine-Actionability: Enable self-contained acting of machines on digital objects based on decision from a set of alternative operations in a given context ●Lannom (FDO Forum Working Draft 10 March 2022) “[FDOs] promote machine-actionability by requiring that each digital object be characterized using signals that will clearly hint at the potential processing steps any machine accessing it may perform. We call those signals types …” ●FDO types will be described in an agreed syntax (FDO type definition), definitions are themselves FDOs. ●Set of operations for types is not defined or determined, but (context dependent) conditions and constraints for the applicability of operations are provide AHM2 / Common infrastructures for Digital Specimens Essential concepts: Types & Machine-Actionability The Open Digital Specimen Spec (openDS) ●openDS: technical specification for the implementation of DES and other curated objects (e.g. media objects) as FDO types ●Integrates standards and best practices from i.a. TDWG (Biodiversity Information Standards), RDA and FDO Forum ● Reconciles both the DO as well as the LD approach http://doi.org/10.5334/dsj-2020-050 ●RDF Resource Description Framework ●Standard (W3C) data model of the Semantic Web ●Any expression is based on (subject, predicate, object) triples AHM2 / Common infrastructures for Digital Specimens How to achieve this: Implement FDOs based on RDF ●RDF Resource Description Framework ●Standard (W3C) data model of the Semantic Web ●Any expression is based on (subject, predicate, object) triples ●predicates = IRIs AHM2 / Common infrastructures for Digital Specimens How to achieve this: Implement FDOs based on RDF AHM2 / Common infrastructures for Digital Specimens Validation based on Shape Expressions (ShEx) ● We use Shape Nodes to validate serialized RDF (JSONLD) ● Aim: Declaration for humans (what is the data about) & parsable by machines ● ShEx describes incoming/outgoing edges from a node ● Checks values of these edges ● Both schemas & digital objects are stored as serialized RDF in the DS repo Henrik Enghoff (UCPH, WP1 lead) Ann Van Baelen (KU Leuven) Sam Leeflang (Naturalis) Robert Cubey (RBGE) Niels Raes (Naturalis Biodiversity Center) Philip Fischer (NHMW) Anne Koivunen (Luomus) Mathias Dillen (MeiseBG) Patricia Mergen (MeiseBG) Celia Santos (MNCN-CSIC) Louise Isager Ahl (UCHP) Wouter Addink (DiSSCo CSO) Laurence Livermore (NHMUK) Sabine von Mering (MfN Berlin) Paul Braun (MnhnL) Dag Endresen (UiO) Pedro Arsénio (ULisboa) Michel Guiraud (MNHN) Wesley Tack (MeiseBG) Salomé Landel (MNHN) Matt Woodburn (NHM London) Judite Alves (MUHNAC, ULisboa) Piotr Tykarski (UW) Borislav Gueorguiev (NMNHS-BAS) Katharine Worley (MNHN) Alexander Wolodkin (SGN) Anniina Kuusijärvi (FMNH Luomus) Jonas Grieb (SGN) Emily Veltjen (INBO) Tim Claerhout (UGent) Heimo Rainer (NHMW) Dominik Röpert (FUB-BGBM, Germany) Carole Paleco (RBINS) Josh Humphries (NHMUK) Gianna Innocenti (UNIFI-NHM, Italy) Lorenzo Cecchi (UNIFI-NHM, Italy) Luca Bellucci (UNIFI-NGM, Italy) Pierre-Yves Gagnier (MNHN, Paris) Julia Pim Reis (Mfn /Berlin) Tom Dijkema (Naturalis) Jonathan Blettery (MNHN) Isabel Rey (MNCN-CSIC) Laura Giordano (CNR-ISMAR, Italy) Anton Güntsch (FUB-BGBM, Germany) Philippe Loret (MNHN, Paris) Elspeth Haston (RBGE) Ilaria Conese (CNR-ISMAR, Italy) Luciana Ferraro (CNR - ISMAR, Italy) Pip Brewer (NHMD, Denmark) Vanni Moggi Cecchi (UNIFI-NHM, Italy) Isabel Calabuig (NHMD, UCPH, Denmark) David Fichtmueller (BGBM Berlin, Germany) Lutz Suhrbier (FUB-BGBM, Germany) Notes: opends : https://github.com/DiSSCo/openDS/wiki Validation: https://github.com/DiSSCo/ODS_rdf_validator Shape Expressions (ShEx): https://shex.io/shex-primer/ https://json-ld.org/ MIDS https://www.tdwg.org/community/cd/mids/ Sharif/Wouter/UCAS Discussion: ●Outcomes of annotation discussion during DES Global Consultation ○Concept of trust for information provided ●DiSSCo’s user stories ○Distributed curation ○Visit collection and annotate ●Current initiatives (examplarly) ○Integrating and extending current data source: A botanical demonstration of the potential of linking data using unique identifiers for people: Güntsch et a; 2021 https://doi.org/10.1371/journal.pone.0261130 ○Pensoft Annotator – a tool for text annotation with ontologies https://annotator.pensoft.net/ ○Geo-referencing tool (example https://github.com/aescobarr/mcnb-alibey) ○BHL Transcription services: https://blog.biodiversitylibrary.org/2019/07/bhl-adds-crowdsour ced-transcriptions.html ○AnnoSys—implementation of a generic annotation system for schema-based data using the example of biodiversity collection data https://doi.org/10.1093/database/bax018 ○Wikidata: Wikidata as a linked-data hub for Biodiversity data https://doi.org/10.3897/biss.3.35206 ○Bionomia (Leveraging Wikidata, ORCID, DOI) ○Machine Learning/AI: Specimen Data Refinery; Grieb et al (2021): https://doi.org/10.3897/biss.5.75634 ; Machine Learning as a Service for DiSSCo’s Digital Specimen Architecture ○Existing tools from other domains: https://hypothes.is/, IIIF annotation tools ●What are the urgent use cases? Images? Specimen Data? Sequences? Publications? Archival Materials? ●Stand Alone tools or integration with local systems (like CMS)? ●Who is authorized to annotate? Experts? Community Members? How to validate? ●Individual annotations vs large scale (automated text and image recognition) ●Is Data enrichment same as annotation? ●What skills and mind set change we need for community and distributed data curation and annotation practices? ●Measuring success (how do we measure the success of the curated and annotated digital specimens?) ●How do we make the services scalable? Millions of objects, thousands of users, hundreds of institutions. ●Who is authorized? ●Policies and governance ●Transparency and communication ●Q:PIP What about Citation annotations /metrics of usage Wouter: ●How Ukraine is fighting on the digital battlefield lessons to learn from UCAS ●Crowd sourcing: 300000 IT volunteers + 300 popular bloggers ●Use existing platforms for maximum reach ●System actionability (use of bots) ●Good relations with hyper scalers (Meta, starlink, google) ●Collection annotation from survey ●Niels: presented more citizen science tools, what are cs/expert tools? ●Wouter: not necessarily the same tools ALL HANDS MEETING –AHM2 DiSSCo Thematic Specialisation Plan AHM2 / 07 April 2022 –T8.1 Carole Paleco, Patrick Semal, Ana Casino, Serge Scory DiSSCo Prepare WP8 –T8.1 Thematic Specialisation Plan Task Leader: RBINS Authors: Carole Paleco, Patrick Semal, Serge Scory (RBINS), Katharine Worley, François Dusoulier (MNHN), Ana Casino (CETAF), Aino Juslen, Kari Lahti, Heli Fitzgerald (LUOMUS), Eva Alonso, Niels Raes (Naturalis), Isabel Rey, Celia Santos (CSIC), Lorenzo Cecchi, Gianna Innocenti (Unifi), Maria Joao Fonseca (MHNC) Carole Paleco RBINS 22 April 2020 Thematic Specialisation Plan - T8.1 & Session Objectives Specific zoom link: https://us02web.zoom.us/j/84042703142?pwd=SktqTXpad3 VEaEtsZUVrZjdqaWthQT09 AHM2 / 07 April 2022 –T8.1 AGENDA AHM2 / 07 April 2022 –T8.1 Time CET Description Speaker 13h00 –13h40 Welcome & Presentation of the task and session Carole Paleco (RBINS) 13h40 –14h10 Presentation of the methodology used for data collection - Cetaf registry - Categories - First results Ana Casino (CETAF) Patrick Semal (RBINS) 14h10 -14h30 Discussion on the way to collect these data from more NN All 14h30 –15h00 Break 15h00 –15h30 Example of outputs to be integrated in the Specialisation Plan : - WP2 Training Strategy - WP6 e-services Mariano Iossa (CETAF) Jonas Grieb (Senckenberg) 15h30 –16h20 Hands -on with the Specialisation tool - Participants’feedback Patrick Semal (RBINS), All 16h 20 –16h30 Next steps Carole Paleco (RBINS) SPECIALIZATION PLAN Why specialization matters? distributed ●unbalanced diverse levels of maturity ●staff competences ●organizational readiness different strategies / priorities ●institutional/national ●funding mechanisms variety of assets ●collections ●facilities ●technologies AHM2 / 07 April 2022 –T8.1 SPECIALIZATION PLAN ●Thematic (categories: research field, assets, etc) ●Scalable (across institutions / countries / RI) ●Adaptable (to changing parameters / evolving conditions) ●Driver for strategic prioritization ●Assessment tool (internally / externally) ●Leveraging on existing tools AHM2 / 07 April 2022 –T8.1 SPECIALIZATION PLAN Anchored on the CETAF / DiSSCo Registry of Collections ●unique consolidated registry ●(semi) automatized update by individuals at institutional collections level (ORCID / ROR) ●sustainable (via CETAF) ●integrated into DiSSCo developments /service (via ELViS) Linked to other self-assessment tools ○Digital maturity (T3.2) ○Policies compliance (T7.3) AHM2 / 07 April 2022 –T8.1 SPECIALIZATION PLAN towards the smart specialization a combination of organizational, technological, scientific, data and financial dimensions that once translated into features and criteria will help to identify and select a limited number of priority areas for knowledge-based investments, focusing on their strengths and comparative advantages DiSSCo Specialization Plan will facilitate ○operation of centers of excellence ○coordinated effort from distributed operational units ○implementation of strategic policies support + training AHM2 / 07 April 2022 –T8.1 SPECIALIZATION PLAN DiSSCo Specialization Plan will showcase how to improve current IRLs AHM2 / 07 April 2022 –T8.1 Patrick Semal RBINS 22 April 2020 Methodology - DiSSCo Specialisation tool Specific zoom link: https://us02web.zoom.us/j/84042703142?pwd=SktqTXpad3 VEaEtsZUVrZjdqaWthQT09 AHM2 / 07 April 2022 –T8.1 AHM2 / 07 April 2022 –T8.1 CETAF Passport AHM2 / 07 April 2022 –T8.1 Collection Registry: 12 main collections and 68 sub-collections AHM2 / 07 April 2022 –T8.1 CETAF Collection registry AHM2 / 07 April 2022 –T8.1 Edit Export Collections dashboard Link Curator Geography Stratigraphy Storage MIDS Digitization Valorization 9 information units / 760 fields Form Completion and XLS upload AHM2 / 07 April 2022 –T8.1 Re-edition is possible: If Complete and validate status ●Can be used for analysis Specialisation Forms AHM2 / 07 April 2022 –T8.1 ●(+) management by NN ○Better access rules ○National road map Specialisation Menu for NN AHM2 / 07 April 2022 –T8.1 Specialisation Menu for NN AHM2 / 07 April 2022 –T8.1 Specialisation Menu for NN AHM2 / 07 April 2022 –T8.1 Workflow AHM2 / 07 April 2022 –T8.1 Access to forms AHM2 / 07 April 2022 –T8.1 Research Field form BE https://forms.gle/FaY1tkEAVtMd9k7r8 Research Field XLS form https://forms.gle/vXo5pjHyUj87gwg26 ●(+) management by NN ○Better access rules ○National road map ○Direct links to National forms Specialisation Results AHM2 / 07 April 2022 –T8.1 Specialisation Results AHM2 / 07 April 2022 –T8.1 Specialisation Results AHM2 / 07 April 2022 –T8.1