D6.3 Policy Recommendations and Strategy Report

Maria Fernanda Rollo (1) , Maria Do Rosário Jorge (1) , João Fernandes (1) , Filipe Guimarães da Silva (1) , Inês Queiroz (1) , Pedro Lucas (1)

1 NOVAFCSH - Faculty of Social and Human Sciences

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.

Domaines: Sciences de l'Homme et Société

Maria Fernanda Rollo, Maria Do Rosário Jorge, João Fernandes, Filipe Guimarães da Silva, Inês Queiroz, et al.. D6.3 Policy Recommendations and Strategy Report. [0] NOVA - Universidade Nova de Lisboa. 2019. ⟨hal-02467855⟩