Knowledge Exchange study: How Research Tools are of Value to Research: Use Cases and Recommendations

Research tools that are freely available and accessible via the Internet cover an emergent field in the worldwide research infrastructure. Clearly, research tools have increasing value for researchers in their research activities. Knowledge Exchange recently commissioned a project to explore use case studies to show research tools’ potential and relevance for the present research landscape. Makers of successful research tools have been asked questions such as: How are these research tools developed? What are their possibilities? How many researchers use them? What does this new phenomenon mean for the research infrastructure? Additional to the Use Cases, the authors offer observations and recommendations to contribute to effective development of a research infrastructure that can optimally benefit from research tools. the Use Cases are: •Averroes Goes Digital: Transformation, Translation, Transmission and Edition •BRIDGE: Tools for Media Studies Researchers •Multiple Researchers, Single Platform: A Virtual Tool for the 21st Century •The Fabric of Life •Games with A Purpose: How Games Are Turning Image Tagging into Child’s Play •Elmer: Modelling a Future •Molecular Modelling With SOMA2 •An Online Renaissance for Music: Making Early Modern Music Readable •Radio Recordings for Research: How A Million Hours of Danish Broadcasts Were Made Accessible •Salt Rot: A Central Space for Essential Research •Cosmos: Opening Up Social Media for Social Science A brief analysis by the authors can be found: •Some Observations Based on the Case Studies of Research Tools

Report on Knowledge Exchange workshop Sustainable Business Models for Open Access Services

The work on the sustainability of organisations which exist to provide services to the Open Access community, commissioned by Knowledge Exchange, identified that such organisations need to have a business-like approach and that the absence of rigorous attention to all aspects of the business may lead to sub-optimal performance and, potentially, failure. With this in mind, a Sustainability Index was drafted for consideration by attendees at the Knowledge Exchange workshop on sustainability in Utrecht (February 2014). Over fifty participants, representing Open Access service providers, IT-infrastructure and research funders, and users,worked to making past recommendations from KE work on Open Access actionable.

Knowledge Exchange meeting on Research tools

Knowledge Exchange investigated the diversity and complexity of research tools, techniques and researchers' behaviours to identify how and where the initiative can eliminate barriers to cooperation between different parts of the whole system. Experts from the partner organisations and beyond exchanged knowledge and experiences, during our meeting on Research Tools which took place on 27 June 2012, in Utrecht, the Netherlands. Experts considered ‘the use of digital technologies in research' or ‘digital research tools' with a view to informing future Knowledge Exchange activities.

IPR POLICY AND SCIENTIFIC RESEARCH KNOWLEDGE EXCHANGE REPORT FOR SCIENTIFIC POLICY MAKERS

The report provides recommendations to policy makers in science and scholarly research regarding IPR policy to increase the impact of research and make the outcomes more available. The report argues that the impact of publicly-funded research outputs can be increased through a fairer balance between private and public interest in copyright legislation. This will allow for wider access to and easier re-use of published research reports. The common practice of authors being required to assign all rights to a publisher restricts the impact of research outputs and should be replaced by wider use of a non-exclusive licence. Full access and re-use rights to research data should be encouraged through use of a research-friendly licence.

KE Workshop report: Report Knowledge Exchange workshop Making data count - Research Data and Research Assessment

The possibilities of digital research have altered the production, publication and use of research results. Academic research practice and culture are changing or have already been transformed, but to a large degree the system of academic recognition has not yet adapted to the practices and possibilities of digital research. This applies especially to research data, which are increasingly produced, managed, published and archived, but play hardly a role yet in practices of research assessment. The aim of the workshop was to bring experts and stakeholders from research institutions, universities, scholarly societies and funding agencies together in order to review, discuss and build on possibilities to implement the culture of sharing and to integrate publication of data into research assessment procedures. The report 'The Value of Research Data - Metrics for datasets from a cultural and technical point of view' was presented and discussed. Some of the key finding were that data sharing should be considered normal research practice, in fact not sharing should be considered malpractice. Research funders and universities should support and encourage data sharing. There are a number of important aspects to consider when making data count in research and evaluation procedures. Metrics are a necessary tool in monitoring the sharing of data sets. However, data metrics are at present not very well developed and there is not yet enough experience in what these metrics actually mean. It is important to implement the culture of sharing through codes of conducts in the scientific communities. For further key findings please read the report.

Report on Knowledge Exchange workshop Price of keeping knowledge: financial streams for digital preservation

In contrast to cost modeling activities, the pricing of services must be simple and transparent. Calculating and thus knowing price structures, would not only help identify the level of detail required for cost modeling of individual instititutions, but also help develop a ”public” market for services as well as clarify the division of task and the modeling of funding and revenue streams for data preservation of public institutions. This workshop has built on the results from the workshop ”The Costs and Benefits of Keeping Knowledge” which took place 11 June 2012 in Copenhagen. This expert workshop aimed at: •Identifying ways for data repositories to abstract from their complicated cost structures and arrive at one transparent pricing structure which can be aligned with available and plausible funding schemes. Those repositories will probably need a stable institutional funding stream for data management and preservation. Are there any estimates for this, absolute or as percentage of overall cost? Part of the revenue will probably have to come through data management fees upon ingest. How could that be priced? Per dataset, per GB or as a percentage of research cost? Will it be necessary to charge access prices, as they contradict the open science paradigm? •What are the price components for pricing individual services, which prices are currently being paid e.g. to commercial providers? What are the description and conditions of the service(s) delivered and guaranteed? •What types of risks are inherent in these pricing schemes? •How can services and prices be defined in an all-inclusive and simple manner, so as to enable researchers to apply for specific amount when asking for funding of data-intensive projects?Please

Report on Knowledge Exchange workshop Cost models for keeping knowledge: economic models for digital preservation

Organised by Knowledge Exchange & the Nordbib programme 11 June 2012, 8:30-12:30, Copenhagen Adjacent to the Nordbib conference 'Structural frameworks for open, digital research' Participants in break out discussion during the workshop on cost modelsThe Knowledge Exchange and the Nordbib programme organised a workshop on cost models for the preservation and management of digital collections. The rapid growth of the digital information which a wide range of institutions must preserve emphasizes the need for robust cost modelling. Such models should enable these institutions to assess both what resources are needed to sustain their digital preservation activities and allow comparisons of different preservation solutions in order to select the most cost-efficient alternative. In order to justify the costs institutions also need to describe the expected benefits of preserving digital information. This workshop provided an overview of existing models and demonstrated the functionality of some of the current cost tools. It considered the specific economic challenges with regard to the preservation of research data and addressed the benefits of investing in the preservation of digital information. Finally, the workshop discussed international collaboration on cost models. The aim of the workshop was to facilitate understanding of the economies of data preservation and to discuss the value of developing an international benchmarking model for the costs and benefits of digital preservation. The workshop took place in the Danish Agency for Culture and was planned directly prior to the Nordbib conference 'Structural frameworks for open, digital research'

Research Data Management — Activities and Challenges Report on the Knowledge Exchange Workshop

Workshop Research Data Management – Activities and Challenges 14-15 November 2011, Bonn The Knowledge Exchange initiative organised a workshop to highlight current activities and challenges with respect to research data management in the Knowledge Exchange partner countries and beyond. The workshop brought together experts from data centres, libraries, computational centres, funding organisations, publishing services and other institutions in the field of research and higher education who are working to improve research data management and encourage effective reuse of research data. A considerable part of the programme was dedicated to sharing perspectives from these communities, leading to the development of a roadmap of practical actions for the Knowledge Exchange initiative, partner organisations and other stakeholders to progress over the next two years. On the first day, principal investigators and project managers from a great variety of recent projects shared their insights on objectives and methods for improving data management ranging from discipline-specific to more general approaches. A series of short presentations of selected projects was followed by an extensive poster session that functioned as a “trade fair” of current trends and activities in the field of research data management. Moreover, the poster session offered ample network opportunities for participants. The second day was dedicated to intensive group discussions looking at a number of data management challenges. First the most important findings from the "Surfboard for 'Riding the Wave'" report were presented. This included the state of the art on activities and challenges in the field of research data management. The subgroups will concentrate on the following key themes: funding, incentives, training and technical infrastructure. These discussions culminated in the identification of practical recommendations for future cooperation on practical as well as on strategic levels that should be taken forward by the KE partner organisations and beyond. These activities aim to improve the sustainability of services and infrastructures at both national and international levels.

Research Software Sustainability: Report on Knowledge Exchange Workshop

The report introduces software sustainability, provides definitions, clearly demonstrates that software is not the same as data and illustrates aspects of sustainability in the software lifecycle. The recommendations state that improving software sustainability requires a number of changes: some technical and others societal, some small and others significant. We must start by raising awareness of researchers’ reliance on software. This goal will become easier if we recognise the valuable contribution that software makes to research – and reward those people who invest their time into developing reliable and reproducible software. The adoption of software has led to significant advances in research. But if we do not change our research practices, the continued rise in software use will be accompanied by a rise in retractions. Ultimately, anyone who is concerned about the reliability and reproducibility of research should be concerned about software sustainability. Beside highlighting the benefits of software sustainability and addressing the societal and technical barriers to software sustainability, the report provides access to expertise in software sustainability and outlines the role of funders. The report concludes with a short landscape of national activities in Europe and outside Europe. As a result of the workshop steps will be explored to establish European coordination and cooperation of national initiatives.

Knowledge Exchange Discussion paper on Open Knowledge

The development of an openly available layer of scholarly and scientific content requires access to all types of output from the scholarly and scientific process. Interoperable and sustainable infrastructure components are invaluable elements and the content should be clearly licensed for re-use. Open Knowledge will improve the discoverability and re-usability of content across the sectors, to the benefit of higher education and research and will help the (European) knowledge economy to move forward. In Autumn 2013, scoping sessions took place with experts to discuss their views around the value of making knowledge open and the steps which need to be taken to achieve this. These discussions are collected in the Knowledge Exchange discussion paper on Open Knowledge.

Knowledge Exchange RDM Training & Skills Workshop, 9-10 Feb 2016, London

In today’s changing research environment, RDM is important in all stages of research. The skills and know-how in RDM that researchers and research support staff need, should be nurtured all though their career. At the end of 2015, KE initiated a project to compare approaches in RDM training within the partnership’s five member countries. The project was structured around two strands of activity: In the last months of 2015 a survey was conducted to collect information on current practice around RDM training, in order to provide an overview of the RDM training landscape. In February 2016 a workshop was held to share successful approaches to RDM training and capacity building provided within institutions and by infrastructure. The report describes the outputs of both the analysis of the survey and the outcomes of the workshop. The document provides an evidence base and informed suggestions to help improve RDM training practices in KE partner countries and beyond.

Report from the Knowledge Exchange Event: Pathways to Open Scholarship

The report on the ‘Pathways to Open Scholarship’ conference, organised by Knowledge Exchange to celebrate its 10th anniversary, contains an overview of the views that invited speakers and experts in the audience expressed on Open Scholarship developments. Open Scholarship is not yet a reality of everyday research and education. The event reported on, addressed the concept of "open scholarship" by debating issues and key challenges with the aim to identify pathways forward. Four central themes which represent crucial dimensions of open scholarship have been explored: Benefits, risks and limitations of Open Scholarship; Success as a researcher; Technology; and Publishing and publication services. The report contains views, expectations, wishes and frustrations that experts have on open scholarship, as well as new and promising initiatives and approaches. The report is a starting point for future planning of KE activity and input for a range of consultation talks with respected experts and leaders in the research community in KE countries and beyond.

Knowledge Exchange Institutional Repository Workshop

The workshop took place on 16-17 January in Utrecht, with Seventy experts from eight European countries in attendance. The workshop was structured in six sessions: usage statistics research paper metadata exchanging information author identification Open Archives Initiative eTheses Following the workshop, the discussion groups were asked to continue their collaboration and to produce a report for circulation to all participants. The results can be downloaded below. The recommendations contained in the reports above have been reviewed by the Knowledge Exchange partner organisations and formed the basis for new proposals and the next steps in Knowledge Exchange work with institutional repositories. Institutional Repository Workshop - Next steps During April and May 2007 Knowledge Exchange had expert reviewers from the partner organisations go though the workshop strand reports and make their recommendations about the best way to move forward, to set priorities, and find possibilities for furthering the institutional repository cause. The KE partner representatives reviewed the reviews and consulted with their partner organisation management to get an indication of support and funding for the latest ideas and proposals, as follows: Pragmatic interoperability During a review meeting at JISC offices in London on 31 May, the expert reviewers and the KE partner representatives agreed that ‘pragmatic interoperability' is the primary area of interest. It was also agreed that the most relevant and beneficial choice for a Knowledge Exchange approach would be to aim for CRIS-OAR interoperability as a step towards integrated services. Within this context, interlinked joint projects could be undertaken by the partner organisations regarding the areas that most interested them. Interlinked projects The proposed Knowledge Exchange activities involve interlinked joint projects on metadata, persistent author identifiers, and eTheses which are intended to connect to and build on projects such as ISPI, Jisc NAMES and the Digital Author Identifier (DAI) developed by SURF. It is important to stress that the projects are not intended to overlap, but rather to supplement the DRIVER 2 (EU project) approaches. Focus on CRIS and OAR It is believed that the focus on practical interoperability between Current Research Information Systems and Open Access Repository systems will be of genuine benefit to research scientists, research administrators and librarian communities in the Knowledge Exchange countries; accommodating the specific needs of each group. Timing June 2007: Write the draft proposal by KE Working Group members July 2007: Final proposal to be sent to partner organisations by KE Group August 2007: Decision by Knowledge Exchange partner organisations.

KNOWLEDGE EXCHANGE BRIEFING PAPER ON JOURNAL BUSINESS MODELS

Over the past few years many studies have been published on the costs and economic benefits of journal business models. Early studies considered only the costs incurred in publishing traditional journals made available for purchase on a subscription or licensing business model. As the open access business model became available, some studies also covered the cost of making research articles available in open access journals. More recent studies have taken a broader perspective, looking at the position of journal publishers in the market and their business models in the context of the economic benefits from research dissemination. This briefing paper also looks at the outcomes of the broadly cited RIN study and various national studies performed by John Houghton. All links provided in footnotes in this Briefing Paper are to studies available in open access.