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REPORT OF THE SOCIAL SCIENCES AND HUMANITIES ... SOCIAL SCIENCES AND HUMANITIES ROADMAP WORKING GROUP Foreword This document is the report of the Social Sciences and Humanities Roadmap

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  • R O A D M A P F O R E U R O P E A N R E S E A R C H I N F R A S T R U C T U R E S

    R E P O R T O F T H E

    S O C I A L S C I E N C E S A N D H U M A N I T I E S

    R O A D M A P W O R K I N G G R O U P

    V E R . 4 S E P T E M B E R 2 0 0 6

  • SOCIAL SCIENCES AND HUMANITIES ROADMAP WORKING GROUP

    Foreword This document is the report of the Social Sciences and Humanities Roadmap Working Group (SSH RWG) to ESFRI recommending new or upgraded pan-European Research Infrastructures (RIs), to be considered for the first Roadmap for European Re- search Infrastructures. Two Expert Groups (EG) were proposed by the SSH RWG and established by ESFRI to assess infrastruc- tural needs for the humanities and social sciences and to recommend new or upgraded RIs in the areas. The members were selected on the basis of their expertise, including in science policy development and their international reputation, from nominations by ESFRI delegations on the basis of their known capabilities. The terms of reference of the working groups en- sured that the members acted in a personal capacity, and that conflicts of interest should be declared and dealt with. The EGs conclusions are based on proposals re- ceived via the exercise of List of Opportunities and a mapping of potential new (or major upgrade) pan- European Research Infrastructures for ESFRI con- sideration. The SSH RWG conducted the mapping to supplement the proposals received via the List of Opportunities to have a broader basis for the review. Based on this material the EGs proposed seven RIs to meet the infrastructural needs within the domain for the next 10 – 20 years. In order to create scientifi- cally and conceptually stronger RIs some of those are compounded from several received proposals. This has been done in close dialogue with the proposers. The reports of the two EGs are incorporated in this document.

    Rapporteurs for the seven proposed RIs were invited to present their projects for the SSH RWG members in the SSH RWG meeting in Brussels April 19. Based on the presentations and the reports from the two EGs the final decision on which RIs to be recom- mended for the ESFRI Roadmap was taken by the SSH RWG in the following meeting in Brussels May 15. The SSH RWG recommendation consists of six RIs of pan-European nature. Although they may differ from each other in many respects they have three distinct features.

    • Their aim is in the end to provide the scientific communities with high quality data for re- search purposes

    • They do all consist of distributed systems in- volving institutions and initatives in a number of European countries

    • They build to some extent on institutions or services the through their existence has proven their excellence and high quality

    The EGs identified eight RI initiatives as embryonic according to the criteria set by ESFRI. These RIs are incuding in this report. In the SSH RWG’s final deci- sion one of the projects recommended by one of the EGs was reclassified from mature to embryonic. The total number of proposals recommended by the SSH RWG as embryonic is therefore nine. The SSH RWG recommends that none of the proposals reviewed should be rejected from future considerations. Bjørn Henrichsen Chair SSH RWG

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  • SOCIAL SCIENCES AND HUMANITIES ROADMAP WORKING GROUP

    Content

    1 EXECUTIVE SUMMARY .........................................................................................................................4 1.1 STRATEGIC GOALS...................................................................................................................................................... 4 1.2 EUROPEAN SOCIAL SURVEY - ESS........................................................................................................................... 5 1.3 SURVEY OF HEALTH, AGEING AND RETIREMENT IN EUROPE - SHARE ......................................................... 5 1.4 COUNCIL OF EUROPEAN SOCIAL SCIENCE DATA ARCHIVES - CESSDA.......................................................... 5 1.5 COMMON LANGUAGE RESOURCES AND TECHNOLOGY INFRASTRUCTURE – CLARIN ................................. 5 1.6 EUROPEAN RESEARCH OBSERVATORY FOR THE HUMANITIES AND THE SOCIAL SCIENCES - EROHS ....... 6 1.7 DIGITAL RESEARCH INFRASTRUCTURE FOR THE ARTS AND HUMANITIES - DARIAH................................... 6 1.8 RECOMMENDATIONS ABOUT THE ROADMAP PROCESS IN THE FUTURE ........................................................... 6

    2 SCIENTIFIC LANDSCAPE OF SOCIAL SCIENCES AND HUMANITIES.......................................7 2.1 STATUS ......................................................................................................................................................................... 7 2.2 INFRASTRUCTURE NEEDS .......................................................................................................................................... 7 2.3 LONG-TERM STRATEGIC GOALS FOR RESEARCH INFRASTRUCTURES ............................................................... 9

    3 SOCIAL SCIENCES AND HUMANITIES ROADMAP WORKING GROUP - SSH RWG................11 3.1 MEETINGS HELD BY THE SSH RWG..................................................................................................................... 11 3.2 MEMBERS OF SSH RWG......................................................................................................................................... 11 3.3 LIST OF OPPORTUNITIES ......................................................................................................................................... 12 3.4 PRESENTATIONS OF RESEARCH INFRASTRUCTURE PROJECTS ........................................................................... 12 3.5 EXPERT GROUPS ...................................................................................................................................................... 12 3.6 MAPPING OF POTENTIAL NEW (OR MAJOR UPGRADE) PAN-EUROPEAN RESEARCH INFRASTRUCTURES FOR ESFRI CONSIDERATION ....................................................................................................................................................... 13

    4 METHODOLOGY USED BY EXPERT GROUPS ............................................................................... 14 4.1 EUROPEAN CULTURAL HERITAGE EXPERT GROUP – ECH EG ...................................................................... 14 4.2 EUROPEAN RESEARCH OBSERVATORY FOR THE HUMANITIES AND SOCIAL SCIENCES (EROHS) EXPERT GROUP – EROHS EG .......................................................................................................................................................... 17

    5 RECOMMENDED PROPOSALS FOR NEW AND UPGRADED RESEARCH INFRASTRUCTURES..................................................................................................................................... 21

    5.1 RECOMMENDATIONS ............................................................................................................................................... 21 5.2 EUROPEAN SOCIAL SURVEY – ESS........................................................................................................................ 22 5.3 SURVEY OF HEALTH, AGEING AND RETIREMENT IN EUROPE – SHARE ...................................................... 31 5.4 COUNCIL OF EUROPEAN SOCIAL SCIENCE DATA ARCHIVES – CESSDA ....................................................... 40 5.5 COMMON LANGUAGE RESOURCES AND TECHNOLOGY INFRASTRUCTURE – CLARIN ............................... 58 5.6 EUROPEAN RESEARCH OBSERVATORY FOR THE HUMANITIES AND THE SOCIAL SCIENCES – EROHS .... 73 5.7 DIGITAL RESEARCH INFRASTRUCTURE FOR THE ARTS AND HUMANITIES – DARIAH................................ 85

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  • SOCIAL SCIENCES AND HUMANITIES ROADMAP WORKING GROUP

    1 EXECUTIVE SUMMARY

    The Social Sciences and Humanities Roadmap Work- ing Group (SSH RWG) proposed two Expert Groups (EG):

    • European Cultural Heritage Expert Group – ECH EG, chair: Maurice Bric, Ireland

    • European Research Observatory for the Hu- manities and Social Sciences (EROHS) Expert Group – EROHS EG, chair: Niels Ploug, Denmark

    ESFRI later followed the recommendation and did establish the two groups. Both started to work in the autumn of 2005. The ECH EG was established to identify and develop research infrastructures (RI) for the area. The group applied the criteria set by ESFRI to identify mature proposals. Three projects were recommended for the Socal Sciences and Humanities Roadmap Working Group (SSH RWG) to be included in the Roadmap. Each of these represents distributed facilities. They are either based on existing European infrastructures that require major up-grades, and new functional nodes, or on national facilities, which should be joined to enhance pan-European distributed facilities. These infrastructures are:

    • Common Language Resources and Technol- ogy Infrastructure - CLARIN

    • Digital Research Infrastructure for the Arts and Humanities - DARIAH

    • European Research Infrastructure for Conser- vation and Analysis - EURICA

    The EROHS EG was given two interrelated tasks:

    • To specify and substantiate the proposal for the setting up of EROHS

    • To evaluate the proposals for new and up- graded pan-European research infrastructures in the social sciences

    EROHS will cover both the Humanities and the Social Sciences. The Group was therefore set up with experts from both f

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