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Given the dynamic rate of change in the OA books business models landscape, the OPERAS Open Access Business Models Special Interest Group launched a survey in 2021 to 1) improve our understanding of the scholarly publishing landscape and of the challenges that publishers face in the context of publishing OA monographs; and 2) to identify main trends (including opportunities and challenges) and the knowledge of collaborative funding and infrastructure models in OA publishing in Social Science and the Humanities. This white paper updates and expands an earlier version published in 2021, which presented the preliminary analysis of the findings. Despite a small sample of presses meaning that no strong trends ought to be discussed, several insights were drawn and should be considered important directions for the future. Key findings in the report have been grouped into three main areas: collaboration, funding, and support. The report found that, although not opposed to the idea, a majority of presses do not engage in collaboration, specifically collaborative models for shared infrastructure, mainly due to the lack of knowledge and information, or perceived lack of need. This indicates that, for OA books, we are still at the early stage of the adoption curve for collaborative shared infrastructure. In terms of funding, most publishers perceive themselves to be somewhat sustainable. For institutional publishers, parent organisations are crucial as providers of financial or non-monetary support of OA. In addition, most publishers stress the need to have more resources and rely on more than one funding source, including grants and subsidies. The report found that awareness-raising and targeted support and training could be used to engage the presses but further incentivisation may be required to encourage publishers to collaborate more widely. We believe that the insights from this white paper may be interesting to a number of projects, such as DIAMAS, OPERAS-PLUS, and Palomera and have presented areas for further research and more specific actionable points for these projects.

This report lists and describes a selection of Natural Language Processing (NLP) tools which are considered to form a Corpus-Enrichment and NLP toolchain for common CLS research tasks. The tools were selected to be: • safely positioned in their life cycle, i.e., state-of-the art, and mature as well as continuously maintained, or in development and promised as CLS Infra Deliverables by March 2025 • as multilingual as possible (beyond English and several major European languages) • as interoperable as possible with other tools and texts in other languages.

There have been significant recent developments in the OA publishing world, and an increasing focus on monographs in particular. There are a number of existing and emerging OA monograph policies, which are leading to an increased focus on business models. Given this dynamic landscape, it was felt that a more in-depth understanding was needed of European monograph publishers’ current business models for open access, their challenges, and their views on how infrastructure for open access monographs could be improved. This white paper builds on the previous OPERAS Business Models Special Interest Group white paper on Business Models for Open Access (Speicher, et al., 2018). In particular, OPERAS wished to gain a better understanding about how the social sciences and humanities (SSH) publishing community applies or could apply collaborative models for open access books, and what issues it encounters in this context. We further wanted to recognise the challenges publishers faced when engaging with or thinking about engaging in collaborative models for OA books. Are there sufficient funds, enough human resources? Are relevant infrastructures in place? What kind of support is needed? This white paper reports on an OPERAS survey, which was held between February and April 2021 and was designed to serve two core aims: To further our understanding of the scholarly publishing landscape and of the challenges that publishers face in the context of publishing OA monographs. To identify main trends (including opportunities and challenges) and the knowledge of collaborative funding and infrastructure models in OA publishing in SSH. The survey received a total of 77 responses from 17 countries: 14 EU states, the UK, Norway, and the United States. The results provide a more comprehensive insight into how OPERAS can make a tangible change and best support the community in building sustainable paths of transition towards collaborative models for open access books. This white paper presents some early observations from the preliminary analysis of the findings.

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.

While usage of social media data for research across academic disciplines is growing, a lot of questions are arising about research methods, and potential standards, e.g., representativeness and reproducibility. Furthermore, researchers are concerned about ethics and data protection. These concerns, questions, and possible solutions were discussed during an online bootcamp session that took place on the 8th and 11th February 2021. The outcomes of the bootcamp are summed up in this blog post that was published on the SSHOC web page: https://www.sshopencloud.eu.

• To the extent that is has been theorised, work on DH pedagogy has tended to be very strongly tied to the classroom experience. A classroom experience, however, exists within a particular social and institutional framework (students seeking knowledge, experience or qualification from instructors who master a specific body of knowledge) which is quite different from the operational and distributed nature of Research Infrastructures such as DARIAH.• Research infrastructures seldom possess the kinds of specialised procedures, staff, resources and expertise to deliver formal educational programmes, but the strength of RI’s lies in the provision of and reflection upon the experience of acculturation and professionalization in “real” cross-institutional and often cross-cultural projects in which peer learning, skills transfers and network building are a rule rather than an exception.• Research Infrastructures such as DARIAH have a specific role to play in the European educational landscape by complementing rather than replacing the pedagogical models prevalent in HEIs today.• RI’s such as DARIAH should focus not only on DH or even on a discipline in which a student or researcher seeks to use DH methodologies, but also on highlighting how these practices engage interdependent communities of practice with intersecting concerns.• DARIAH should intensify effort to position itself as pedagogically relevant beyond the individual humanities disciplines in terms of what it can contribute to the development and dissemination of early-career researchers’ transferable skills and competences as identified by the Eurodoc 2018 Report.• DARIAH should establish an active educational partnership network in order to validate a new approach to the skills needs of humanities students and researchers, looking beyond the frame of what is currently available in the context of formal educational programmes.• DARIAH should develop a curricular model and, if possible, an internship program, to enable fluid exchange of knowledge and students between university programmes and the applied contexts of the research infrastructure.• DARIAH should continue to create and maintain essential filtering and contextualising layers for training materials, which are now available throughDARIAH-Campus, in order to coordinate and enhance open educational resources with other stakeholders in the field.• DARIAH should aim to apply and test its learning resources in different HE contexts in order to profit from unforeseen synergies and unexpected outcomes such as, for instance, the initiative to publish young researchers’ data papers using the DARIAH-Campus Event Capture Template, which emerged out of the DESIR Workshop at the University of Neuchâtel.• Building on currently identified needs, DARIAH should develop foresight models to predict future needs within the Higher Education sector.

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 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 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.