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This report discusses the scholarly communication issues in Social Sciences and Humanities that are relevant to the future development and functioning of OPERAS. The outcomes collected here can be divided into two groups of innovations regarding 1) the operation of OPERAS, and 2) its activities. The “operational” issues include the ways in which an innovative research infrastructure should be governed (Chapter 1) as well as the business models for open access publications in Social Sciences and Humanities (Chapter 2). The other group of issues is dedicated to strategic areas where OPERAS and its services may play an instrumental role in providing, enabling, or unlocking innovation: FAIR data (Chapter 3), bibliodiversity and multilingualism in scholarly communication (Chapter 4), the future of scholarly writing (Chapter 5), and quality assessment (Chapter 6). Each chapter provides an overview of the main findings and challenges with emphasis on recommendations for OPERAS and other stakeholders like e-infrastructures, publishers, SSH researchers, research performing organisations, policy makers, and funders. Links to data and further publications stemming from work concerning particular tasks are located at the end of each chapter.

The study and preservation of tangible cultural and natural heritage is a global challenge for science and society at large. The European Research Infrastructure for Heritage Science (E-RIHS) will play a leading role in research on the interpretation, preservation, documentation and management of heritage. As an interdisciplinary infrastructure, E-RIHS will interconnect knowledge and methodologies to address key scientific questions in the field of heritage as a whole. The infrastructure is built on ten core pillars. It will provide a structured and unified input of large-scale instruments, portable devices, physical and digital archives. Its implementation will focus on scientific excellence, interdisciplinarity and cooperation. In doing so, it will offer unprecedented research opportunities to a wide range of interdisciplinary scientific communities.

The European Commission aims to develop a more sustainable environment for research infrastructures ecosystem, and to ensure that the benefits and impacts are widely perceived by research communities and led to research excellence. This vision is reflected in a range of international and European documents. Recent work conducted by the OECD and the European Commission, particularly by ESFRI and e-IRG, have stated the need to make structural changes in the EU framework for research infrastructures (RIs). In line with this strategic vision, DARIAH intends to establish itself as a sustainable research infrastructure. DESIR (DARIAH ERIC Sustainability Refined) work package 6 TRUST contributes to DARIAH’s long-term sustainability by measuring acceptance and impact of DARIAH in new cross-disciplinary DARIAH communities and core groups. This was the base to define the theoretical and methodological framework that supported the research here presented. Therefore, this report focuses on the development of recommendations and strategies to support and increase confidence in DARIAH services and infrastructure, aiming at contributing to a major DESIR goal, which is to enlarge DARIAH by engaging new cross-disciplinary communities and considering their specific requirements. The proposed recommendations could set the basis for a broader debate within the DARIAH and RIs landscape on the actions to be taken at all decision levels in order to address a vision for longer-term sustainable RI. So, this report intends to be a policy document that aims at inspiring the future path of DARIAH, contributing to its sustainability and to fulfil the mission for which it was created. The recommendations stem from the analytical work developed from the contributions of multiple sources of information: an academically-driven multi-country survey (see D6.2); 33 qualitative interviews in three different countries; a workshop with DARIAH national coordinators held in Warsaw; contributions from DESIR partners who lead other work projects within the project; and DESIR Winter School “Shaping New Approaches to Data Management in Arts and Humanities”. After defining the entire set of recommendations, they were grouped according to three main strategic frameworks (sustainability, scope and DARIAH Strategic Plan) and visually displayed in a “Recommendations & Community Engagement Tool” (https://dariah.peopleware.pt), an open platform that supports DARIAH, strengthening the link with arts and humanities communities.The new DARIAH Strategic Plan for the next seven years, which will be followed by the publication of a Strategic Action Plan, represents a big opportunity to address sustainability, both as a conceptual level and in terms of organizational and operational configuration. Therefore, the main findings are summarized in seven key recommendations, linked with the strategic pillars of the recent published DARIAH Strategic Plan:1. Promote research excellence with inclusive, collaborative, bureaucracy free and community-driven approach.2. Ensure the integration of tools, services, data and resources within DARIAH community and with other Research Infrastructures (e.g. by gathering them on a platform such as the Marketplace).3. Foster a collaborative learning environment and anticipate the skills of the future through a joint strategy for education and training (e.g. DARIAH-CAMPUS).4. Establish a flexible, participatory and effective governance model with a clear and sustainable business plan.5. Strengthen DARIAH’s representation in European and International policy arena, expanding its visibility and cooperation outside EU borders.6. Broaden and extend DARIAH’s role, action and benefits towards the strengthening of scientific citizenship in Europe.7. Set up means for monitoring and bringing communities together, while respecting diversity on an institutional, scientific, disciplinary and methodological level.The work developed in the DESIR project - particularly this set of recommendations - could be a contribution to foster the implementation of guidelines and short and long-term actions to improve DARIAH’s sustainability and firmly establish it as a long-term leader and partner within arts and humanities communities.

The aim of this report was to provide an overview of the three workshops that were organised at Stanford University, at the Library of Congress and at the National Library of Australia as part of the DARIAH Beyond Europe International Workshop Series within the DESIR project. The purpose of these workshops was to promote DARIAH tools and services to the wider community beyond Europe, to initiate collaborations, and above all toexchange knowledge and experience in digital scholarship on an international level. With these three workshops, DARIAH has reached over 275 participants who were present during the events, as well as scores of viewers who have watched the DARIAH Beyond Europe videos and the hundreds of interactions that have taken place via the #DARIAHBeyondEurope Twitter Hashtag. Through the DARIAH Beyond Europe workshopseries, DARIAH has broaden its global outreach significantly. This report includes a number of ideas for potential collaboration opportunities that arosefrom the discussions during the workshop series, which will further be elaborated on in the DESIR Final Report. Originally envisaged as a one off series of three workshops, it seems that the DARIAH Beyond Europe initiative has not only increased DARAH’s visibility internationally, but has led to a DARIAH to reflect on its long-term approach to its international activities much more deeply.

The DESIR Winter School "Shaping new approaches to data management in arts and humanities" took place in Lisbon on 10-13 December 2019. The event was hosted by NOVA FCSH University facilities and was organised in the framework of the Horizon 2020 funded project DESIR (DARIAH ERIC Sustainability Refined). It aimed at gathering PhD students, arts and humanities scholars from all career stages and research managers interested in the issues raised by sustainable practices to open up data in the arts and humanities. The event was a joint organisation between DARIAH and NOVA FCSH. As such, it brought together the collaboration of national and European experts in the data management field.Sharing knowledge, research outputs and other scholarly resources in ways that are tuned for long-term availability and maximal use and reuse are recognized as essential practices but also key challenges for arts and humanities research. In the last couple of years, this need has also been recognized in a strong political drive in the European Union giving rise to support structures but also policy imperatives for research data management. As a result, Research data management emerged to be a new field of expertise to explore and establish in all range of disciplines.The fact that the concept of data in the arts and humanities domain is far from being a straightforward one adds further complexities to the implementation of such policies in the arts and humanities domain. To meaningfully address the real data needs of the diverse communities of arts and humanities scholars in terms of skills, infrastructure and best practices, we need to keep a reflexive and open exchange about the function of data inspecific research questions and fields of enquiry.The DESIR Winter School provided a unique opportunity for arts and humanities scholars as well as for librarians and research managers to learn about how to maximize the potential of their scholarly resources and to take practical steps in opening up their research in ethically and legally responsible ways. To this end, the DESIR Winter School covered a wide selection of topics ranging from the optimal implementation of FAIR data in the arts and humanities, issues around ethics, Intellectual Property Rights and licensing, data and software citation practices, open research notebooks and innovative publishing practices in the arts and humanities.The main goals of the Winter School were to:• Introduce scientific and academic communities in the arts and humanities to the principles and practices of responsible research and Open Science;• Strengthen the skills of the arts and humanities communities in research data management, curation, sharing, preservation and reuse;• Enable R&D and Higher Education institutions to develop research data strategies and policies;• Foster national and international collaboration amongst the diverse research communities in the arts and humanities;• Introduce participants to innovative publishing practices in the arts and humanities, such as data journals, overlay journals etc.

The DESIR project sets out to strengthen the sustainability of DARIAH and firmly establish it as a long-term leader and partner within arts and humanities communities. The project was designed to address six core infrastructural sustainability dimensions and one of these was dedicated to training and education, which is also one of the four pillars identified in the DARIAH Strategic Plan 2019-2026. In the framework of Work Package 7: Teaching, DESIR organised dedicated workshops in the six DARIAH accession countries (Czech Republic, Finland, Israel, Spain, Switzerland and the United Kingdom) to introduce them to the DARIAH infrastructure and related services, and to develop methodological research skills. The topic of each workshop was decided by accession countries representatives according to the training needs of the national communities of researchers in the (Digital) Humanities. Training topics varied greatly: on the one hand, some workshops had the objective to introduce participants to specific methodological research skills; on the other hand, a different approach was used, and some events focused on the infrastructural role of training and education. The workshops organised in the context of Work Package 7: Teaching are listed below:• CZECH REPUBLIC: “A series of fall tutorials 2019 organized by LINDAT/CLARIAHCZ, tutorial #3 on TEI Training”, November 28, 2019, Prague;• FINLAND: “Reuse & sustainability: Open Science and social sciences and humanities research infrastructures”, 23 October 2019, Helsinki;• ISRAEL: “Introduction to Text Encoding and Digital Editions”, 24 October 2019, Haifa;• SPAIN: “DESIR Workshop: Digital Tools, Shared Data, and Research Dissemination”, 3 July 2019, Madrid;• SWITZERLAND: “Sharing the Experience: Workflows for the Digital Humanities”, 5-6 December 2019, Neuchâtel;• UNITED KINGDOM: “Research Software Engineering for Digital Humanities: Role of Training in Sustaining Expertise”, 9 December, London.

The DESIR Final Event took place in Zagreb on 6-7 November 2019, alongside the DARIAH General Assembly. The DESIR Final Event brought together the whole consortium and involved several Bodies of the ERIC to maximise the impact of the event. The aim of the meeting was two-fold. First, it was to opportunity to summarise the activities conducted throughout the project and showcase results towards the DARIAH community. Secondly, it proposed a wider discussion over sustainability and funding models with National Representatives prior to the General Assembly.Overall, 57 participants attended the event. The schedule has been structured to present the outcomes of each Work Package. As the project DESIR was divided into an evolving 6-dimensional process, main results can be summarised as follows:Dissemination and Innovation: the aim of this Work Package was to ensure a continuous dissemination of DARIAH service improvements, activities and research results within the relevant communities, academic stakeholders and other interested parties. Furthermore, the Work Package was in charge of organising main dissemination activities during the project and the DARIAH Beyond Europe workshop series (Stanford University, Library of Congress, National Library of Australia).Growth: this Work Package was concerned with the enlargement of the DARIAH membership targeting six countries (Czech Republic, Finland, Israel, Spain, Switzerland, United Kingdom). Membership could only be achieved in Czech Republic, the application was submitted and ratified by the General Assembly in November 2019. Nevertheless, in other countries, collaboration with DARIAH has been greatly strengthened and significant progress regarding DARIAH membership has been achieved.Technology: the Work Package delivered three demonstrators focused on bibliographical metadata. The demonstrators show the usage of tools for bibliographical metadata in various stages of the research process, e.g. extraction of entities, the collection and sorting of citations, visualisation of selected aspects of the data. These demonstrators were built with the involvement of the community of researchers through two Code Sprints organised in Berlin.Robustness: the aim of this Work Package was to strengthen the organisational structure of DARIAH. The activities undertaken had a multifaceted nature: the relationship with the user community was improved through the implementation of a centralised helpdesk; preliminary work towards the Marketplace was conducted; the EURISE Network (European Research Infrastructure Software Engineers' Network) was established with CLARIN and CESSDA; finally a renewed business plan building on existing strategic documents was developed.Trust: this Work Package contributed to DARIAH’s long-term sustainability by measuring acceptance and impact of DARIAH in new cross-disciplinary communities and core groups through a survey, in-depth qualitative interviews and strategic meetings. The analysedinformation collected from each source led to a recommendations and community engagement tool developed to share and translate the recommendations dataset for a broader audience.Teaching: the work carried out during the course of the project led to the implementation of a discovery framework and hosting platform for DARIAH learning resources, DARIAH-Campus. The platform was officially launched during the event. The goal of DARIAH-Campus is to widen access to open, inclusive, high-quality learning materials that aim to enhance creativity, skills, technology and knowledge in the digitally-enabled arts and humanities.

This report provides information about activities and progress towards establishing DARIAH membership in six countries: the Czech Republic, Finland, Israel, Spain, Switzerland, and the UK, which took place between July and December 2019. Previous activities were described in detail in the D3.2 - Regularly Monitor Country-Specific Progress in Enabling New DARIAH Membership. During the project lifetime, the Czech Republic joined DARIAH ERIC; in other countries, collaboration with DARIAH has been greatly strengthened and significant progress regarding DARIAH membership has been achieved. The report also outlines the next steps in the accession processes, building on the results of the DESIR project.