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SHAPE-ID has been funded by the European Commission to explore the challenge of how to better support the integration of Arts, Humanities and Social Sciences (AHSS) perspectives into interdisciplinary research with Science, Technology, Engineering and Mathematics (STEM) and other scientific disciplines, including Medicine, particularly in the context of addressing societal challenges. In this context, SHAPE-ID Work Package 3 (WP3) organised a series of workshops to learn directly from the experiences of researchers from across disciplines, as well as policy makers, funders and representatives from research performing organisations, industry and the cultural sector. This deliverable comprises two parts: Section A illustrates the matrix for integration of learning cases and the framework of analysis that was co-designed with the SHAPE-ID partners at the Co-Design Workshop, held at ISINNOVA, in Rome, on 13-14 June 2019. Section B illustrates a challenge-oriented research evaluation framework, criteria and tools proposed to evaluate research projects, as well as an evaluation methodology proposed for the learning workshops.

Despite the hype, the effective implementation of Open Science is hindered by several cultural and technical barriers. Researchers embraced digital science, use “digital laboratories” (e.g. research infrastructures, thematic services) to conduct their research and publish research data, but practices and tools are still far from achieving the expectations of transparency and reproducibility of Open Science. The places where science is performed and the places where science is published are still regarded as different realms. Publishing is still a post-experimental, tedious, manual process, too often limited to articles, in some contexts semantically linked to datasets, rarely to software, generally disregarding digital representations of experiments. In this work we present the OpenAIRE Research Community Dashboard (RCD), designed to overcome some of these barriers for a given research community, minimizing the technical efforts and without renouncing any of the community services or practices. The RCD flanks digital laboratories of research communities with scholarly communication tools for discovering and publishing interlinked scientific products such as literature, datasets, and software. The benefits of the RCD are show-cased by means of two real-case scenarios: the European Marine Science community and the European Plate Observing System (EPOS) research infrastructure. This work is partly funded by the OpenAIRE-Advance H2020 project (grant number: 777541; call: H2020-EINFRA-2017) and the OpenAIREConnect H2020 project (grant number: 731011; call: H2020-EINFRA-2016-1). Moreover, we would like to thank our colleagues Michele Manunta, Francesco Casu, and Claudio De Luca (Institute for the Electromagnetic Sensing of the Environment, CNR, Italy) for their work on the EPOS infrastructure RCD; and Stephane Pesant (University of Bremen, Germany) his work on the European Marine Science RCD. First Online 30 August 2019

The RDA Europe 4.0 project aimed at building up and gradually expanding a strong and diverse network of National Nodes that worked as the RDA national points of reference to support and boost Open Science, research data management best practices and the work and engagement around the European Open Science Cloud (EOSC) leveraging on the technical and domain expertise of the RDA experts and the RDA international community. The National Nodes promoted the activities and outputs of the Research Data Alliance at national level engaged with local organisations and communities, deepen their involvement in RDA, and supported the Open Science agendas at national level by working on a specific set of research priorities including data management plans, sensitive data, PIDs, certification of repositories, FAIR data and research data challenges of thematic communities among the others. They also liaised with EOSC-related projects to establish connections and recommended the use of relevant RDA resources that could serve the purposes of these projects. The efforts and main achievements on integration and creating synergies with other European initiatives are fully described in D3.3 “Report on RDA integration with other European initiatives”. The National Nodes in the RDA Europe 4.0 framework were typically represented by research performing institutions, and in one case, by a legal entity established for the specific purpose of supporting the uptake and growth of the RDA in the country. Nine initial nodes started at the beginning of the RDA Europe 4.0 project, while additional 13 nodes were onboarded during the project. The resulting node network was composed by 22 national nodes geographically covering all the European regions. The activity programmes of the National Nodes were structured in a way that responded to national and European interests and challenges, and were well aligned with the RDA global strategy. The National Nodes workplans have been documented in the Deliverable 3.1 “Working plan for each national node”, which has been updated in January 2020 as requested by the European Commission at the interim review to incorporate the updated plans of the initial 9 nodes and the plans of the 13 nodes onboarded via the cascading grants mechanism.

The SHAPE-ID project was scheduled to organise six learning case workshops across Europe between December 2019 and May 2020 to enable stakeholders to explore best practices in interdisciplinary and transdisciplinary research (IDR/TDR) with an emphasis on research involving the Arts, Humanities and Social Sciences (AHSS). The first three of these workshops – held in Dublin in December 2019, Edinburgh in January 2020 and Turin in February 2020 – took place as planned. The remaining three – intended to take place in Bilbao in March, in Warsaw in April and in Zurich in May 2020 – were postponed due to the COVID-19 outbreak. Due to the ongoing and uncertain situation with COVID-19, the SHAPE-ID consortium considered the organisation of in-person meetings no longer feasible and decided to reorganise the workshops in a remote setting. This choice, besides ensuring the protection of all participants’ health while reducing further delays to the project, has presented the opportunity to experiment with interdisciplinary/ transdisciplinary learning activities in a virtual environment. Indeed, despite the adversity, there is an opportunity to be seized in organising online events. Exploring the potential of online techniques for working and developing interdisciplinary and transdisciplinary collaborations is a necessary step considering that personal mobility and gatherings will not resume at previous levels of frequency and intensity soon. In particular, the role of the Arts and Humanities in this scenario is essential because the technology-driven process of moving meetings online will challenge most of the tacit and emotional aspects of human interaction, such as informal and private communication, the emotional effects of collaboration, and all those non-visible elements of social exchange that need to be considered and influence the outcome of collaborative research. We therefore had the opportunity to learn how to design, prepare and conduct online workshops – taking advantage of the necessary delay to research suitable methodologies and redesign already well-planned in-person workshops – and evaluate their efficacy compared to the traditional face-to-face workshops. This document reports on the workshops, organising the findings into a coherent framework in order to feed into a second report, D3.3 – Recommendations and measures to maximise IDR impact on society. The current report is structured as follows: Section 1: Integration of challenge-oriented learning journeys Section 2: Overview of the six workshops’ outcomes (Dublin, Edinburgh, Turin, Zurich, Warsaw, Bilbao) Section 3: Detailed reports for each of the six workshops Section 4: Conclusions on IDR learning cases tackling societal challenges and missions In addition, Appendix 1 includes the full set of six workshops evaluation reports and Appendix 2 the full list of participants at all learning workshops. We are grateful for the significant contributions of our workshop co-organisers - the TrUST network based at Politecnico di Torino, the Swiss Network for Transdisciplinary Research (td-net) and the University of Deusto in Bilbao - and to all our workshop participants who gave so generously of their time and expertise to co-produce these insights and recommendations. This work would not have been possible without their support.

International audience; With the growth of the Open Science movement in the past few years, researchers have been increasingly encouraged by their home institutions, their funders, and by the public, to share the data they produce. A new model of data sharing is emerging, and this issue is becoming more and more crucial for the scientific community and for national and international research policy. As shown by the OECD in 2007, public granting agencies hope that publicly funded research projects would give access to the data produced within their work, in order to provide new resources for economic development. And with the extension of the Open Research Data Pilot in Horizon 2020, H2020 beneficiaries have to make their research data “findable, accessible, interoperable and reusable (FAIR)”, and are therefore asked to provide a Data Management Plan (or DMP) to this end.More than a constraint, this new model of openness brings direct benefits for researchers. Sharing their data allows the researchers to organise and retrieve them effectively, to ensure their security, to collaborate with fellow researchers within the same discipline or from other disciplines, to reduce costs by avoiding duplication of data collection, to make easier validation of results, to increase the impact and visibility of their research outputs.

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The international meeting, Berlin 7: Open Access Reaching Diverse Communities, took place from December 2nd to 4th, 2009, in Paris. This seventh follow up of the 2003 Berlin conference highlighted the different pathways to Open Access that research communities are taking. The conference was conducted primarily in a round-table style and addressed all of the most debated issues in the Open Access area. The aim of this report is to offer a synthesis of the different topics and perspectives.

The international meeting, Berlin 7: Open Access reaching diverse communities [1] took place from December 2nd to 4th, 2009 in Paris. This seventh follow up of the 2003 Berlin conference highlighted the different pathways to Open Access that research communities are taking. The conference was conducted primarily in a round-table style and addressed all of the most debated issues in the Open Access area. The aim of this report is to offer a synthesis of the different topics and perspectives.

Open Access overview for humanities and social sciences

This second SHAPE-ID policy brief presents additional recommendations to policymakers and funders on increasing and improving the quality of meaningful arts, humanities and social sciences integration in inter- and transdisciplinary research, maximising effective responses to societal challenges. Interest in interdisciplinarity, policy narratives around innovation, and the increased attention to research impact, are highly intertwined in contemporary funding policy.1 If we understand societal impact in a broad manner as those changes that “affect the cultural, economic, and social life of individuals, organizations, and institutions”2, the need for interdisciplinary and transdisciplinary research (IDR/TDR) with arts, humanities and social sciences (AHSS) involvement makes perfect sense. Disciplines that deeply study the human experience, individuals, societies and cultures understand them in a nuanced way, sensitive to context, beliefs, values, interpretations and history, and are surely necessary to help tackle problems rooted in these human and societal contexts. In this brief, we present recommendations to policymakers to increase and improve the quality of AHSS integration in IDR/TDR, thereby increasing the potential for societal impact from such research. Recommendations are supported by evidence from a series of expert stakeholder workshops organised by SHAPE-ID throughout Europe.