Case Studies

What is this document about and Who worked on it?

This document presents a collection of case studies formed by a working group of the OBERRED project members from the BHT Berliner Hochschule für Technik, the Côte d'Azur University and the Institute of Literary Research (Instytut Badań Literackich PAN). The eight case studies from the fields of Research Data Management and Open Science presented in this document were created to help gain insights into specific example applications for Open Badges in the field of RDM.

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CASE 1

Introduction

Objectives Who is this document for and how can you use the case studies? The document is designed to provide insights into working with Open Badges in the field of RDM and Open Science and can be used by everyone interested and involved in RDM, including researchers, librarians, data support staff, research officers, IT professionals. What do we mean by case studies? Case studies presented in this document are a way of illustrating how Open Badges can be used in the field of RDM and Open Science. Each case study brings to life a real-life scenario from diverse work environments and learning contexts. The case studies are descriptions of various use cases from the field of Open Science/RDM practice, which are meant to present complex content in an understandable way and provide impulses for use in practice. Background How many case studies does the document include? This document contains a total of eight case studies with detailed descriptions of various application situations for Open Badges in RDM and Open Science. How is this document linked to Output 2 and the EOSC framework? How is this document linked to the practical guide? The “Practical Implementation Guide for Open Badges in RDM/Open Science” gives detailed information on theoretical content around the use of Open Badges such as general information, the concept and benefits of Open Badge, the technical description of an Open Badge, the function of the metadata, the definition the role of the stakeholders or the implementation, monitoring and evaluation of an Open Badge.This theoretical knowledge is applied in the description of case studies each addressing a different scientific fields of work and providing insights into specific application examples of Open Badges. Method What was the method used to create the case studies? In order to convey the complex contents in a simple and comprehensible way for all, a general framework template was developed to create the various case studies in a structured and uniform scheme. The template was used by project partners to describe examples and/or possible uses of Open Badges in RDM and Open Science from their specific fields of work. The drafts of case studies have been presented to the project team and iterated based on the feedback from project partners. What is the template used to create the case studies? The template includes a questionnaire, which provides details and background information on each case study, such as the OB description and design, the platform used, the OB issuer and audience, confirmed or recognized skills and knowledge, etc.

Source / Author
job title / task title / project title
- job title
- project title
- issuer
- audience
job environment / work context
Why do I need an OB?
OB design
- platform
- picture of the badge
- Issuing criteria (e.g. completion of a course)
- knowledge, skills, competencies recognised by the badge
- evidence

Introduction

OS Hardware

Scientific Writing

Digital Scholarship

Open Mandate

Open Cultural Resources

Bibliographic Metadata Specialist

Open Library

Cross border Rdm

Open Badges for open Science: MOOC 1

Sustainable Cities and Communities

Responsible Consuption and Production

Climate Action

Life on Land

Peace and Justice Strong Institutions

Partnerships to achieve the Goal

Case studies

Collection OF

Life Below Water

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OS Hardware

The role of OB could be gained in scholarly communication (publication of hardware). Hardware communities issue badges to the hardware identifier, i.e. certifying that the documentation allows the reproduction/tuning of the published hardware. → Hardware creators could show a recognition of the quality of their work inside their profile of choice (i.e. academic profile).

CASE 2

Introduction

Case 1

Author: Julien Colomb

Source and Author:
- Oberred MOOC 1, Julien Colomb, Berlin - Germany
job title / task title project title:
- job title: Open Science Officer, academic, IT expert (Hardware engineer / developer)
- project title: "Badge for OS Hardware"
- issuer:
- audience:
job enviroment / work context:
- research institute, laboratory, computer workstation, university
Why do I need an OB?
- currently, inside or outside of academia, no recognition for publication of OS hardware and their creators is available
OB design
- platform:
  - Badgr
- picture of the badge
- issuing criteria (e.g. completion of a course):
  - A badge for hardware going through peer review in hardware communities.
- knowledge, skills, competencies recognised by the badge:
  - hardware quality, hardware development skills of the creator (i.e. IT skills)
- evidence:
  - peer review - Hardware societies with IT specialists evaluate the hardware publication and award a badge of the creator, lifetime of the badge to one year.

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CASE 3

CASE 1

Scientific Writing

The online course, in which all the skills related to literacy and library use are learned, awards its participants with a badge after successful completion. The course consists of three levels (Basics, Medium, Master) with various information about literacy and libraries and is held as a series of seminars for classes with up to students.

Case 2

Authors: Linda Spinazzè, Marianna Grande, Sara Franzoso

Source and Author:
- Oberred MOOC 1, The Venice Librarians (Linda Spinazzè, Marianna Grande, Sara Franzoso)
job title / task title project title:
- job title: Student, academic, researcher
- project title: "The Information Hunter"
- issuer:
- audience:
job enviroment / work context:
- University, research institute
Why do I need an OB?
- Good sources and specilist literature are essential for writing scientific papers. However, students, who have little experience with researching suitable subject sources, for example have it difficult to find their way around libraries and lose a lot of time searching for suitable subject sources.
OB design
- platform:
  - Bestr and badgecraft.eu
- picture of the badge
- issuing criteria (e.g. completion of a course):
  - Completion of an online course with three levels (Basics, Medium, Master)
- knowledge, skills, competencies recognised by the badge:
  - Level 1 - Participant will learn how:
    - the library works,
    - to find information in the library/archive,
    - to collect documents; no entry criteria is required
  - Level 2 - Participants will learn about:
    - databases
    - bibliographic resources
    - services 2.0 of the Library System
    - Open Access. The information hunter - Base level required
  - Level 3 - Participants will learn about:
    - competences for building a bibliography
    - expert skills and knowledge about scientific citations
    - expert skills to run such instruments and use best practice in building a bibliography. The information hunter - Medium level required
- evidence:
  - Completion of any online course with three levels (Basics, Medium, Master)

Author: Ben Companjen

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Digital Scholarship

The Digital Scholarship Skills (DSS) are, relating to digital scholarship, a mix of things/facts that academics should know and skills/attitudes they should have. Participants can specialise in a particular subject and can choose within many different subjects of digital scholarship, such as the design and writing of Bachelor's and Master's theses, use of an academic library and research of subject sources (as in “Case 2”), use of digital evidence, methods of inquiry, publication and preservation etc. This means that the online course is composed of several different sub-courses of the different subjects. Course participants choose the sub-courses as they wish in terms of number and topics of the DDS.

CASE 4

CASE 2

CASE 3

Source and Author:
- Oberred MOOC 1, Ben Companjen
job title / task title project title:
- job title: Student, academic
- project title: "Digital Scholarship Skills (DSS)"
- issuer: University
- audience: Students to start working on their thesis
job enviroment / work context:
- University, research institute
Why do I need an OB?
- to achieve scholarly and research goals
OB design
- platform:
  - Badgr
- picture of the badge
- issuing criteria (e.g. completion of a course):
  - After successful completion of the sub-courses, which consist of only one level, participants are awarded badges containing information about the sub-courses attended and the skills acquired.
- knowledge, skills, competencies recognised by the badge:
  - The course participants of a specific subject of digital scholarship learn foundational knowledge, skills of digital scholarship and certain researcher attitudes, i.e. use of an academic library and research of subject sources, use of digital evidence, methods of inquiry, publication and preservation etc.
- evidence:
  - completion of the entire online course

CASE 4

Author: Mateusz Franczak

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CASE 5

CASE 3

An online course that provides key skills related to understanding an institution's existing openness policy, as well as guidance for creating an openness policy from scratch. Participants are rewarded with a badge upon successful completion of the course consisting of three levels (Basics, Medium, Master). The badge for each level consists of the specific badges that make up the skills framework.

Open Mandate

Source and Author:
- IBL PAN, Mateusz Franczak, Warsaw - Poland
job title / task title project title:
- job title: Open Science Officer
- task/project title: "Open Mandate Expert"
- issuer:
- audience:
job enviroment / work context:
- research institute, University (Department: University Library or Open Science Office)
Why do I need an OB?
- I need an Open Badge to educate the staff of my organisation (scientific institute, research institute or university), the responsibilities and recommendations related to sharing the results of research conducted in my organisation. The badge will confirm knowledge of my key terms related to open science, the basics of copyright law, the roles of individual units (especially the library and publishing house) and technical issues related to depositing research data in repositories.
OB design
- platform:
  - Badgr
- picture of the badge
- issuing criteria (e.g. completion of a course):
  - Completion of any online course with three levels (basic, intermediate, master). The completion of each level is necessary to obtain a badge, At the end of each level participants receive a mini badge with information on the skills they have acquired.
- knowledge, skills, competencies recognised by the badge:
  - Basic level (Plan and design) - Participants will learn, among other things about:
    - What is open access and open science?
    - What is an open access policy mandate?
    - Why an institutional open access policy is so important for the organisation?
    - Basics of copyright law in the context of scientific research (the badge issuer will have to modify or adapt the expected competences according to national legislation)
    - What are the FAIR priciples?
    - What is a Data Management Plan and how to write it?
  - Intermediate level (Advanced aspects of Plan and Design and Archiving) - Participants will learn, among other things, about:
    - How to choose the best repository for their outputs
    - Ways of making research results openly accessible
    - How to use a repository to share their datasets
    - How to transfer and store data
  - Master Level (Publication/Publish/Release) - Participants will learn, among other things, about:
    - Uploading data to recommended repositories
    - how to indicate all the references associated with the uploaded dataset
    - how to write a document understandable by all to explain their dataset and to indicate its location
- evidence:
  - completion of the entire online course
- relation to the framework:
  - In references to the IO2 Skills Framework, the case refers mainly to three possible skills grouping: Plan and design, Archiving and Publication/Publish/Release.
  - In order to the obtain the Open Mandate badge, the following specific badges must be earned:
    - Basic Level:
      - Opening data and data policies
      - Fair principles and metadata
      - Structuring and design the data management plan
      - Editing the data management plan
    - Intermediate Level:
      - Appraise and select repositories for FAIR sharing
      - Know repository
      - Data transfer and long term storage
      - Making dara available
    - Master Level:
      - Publish FAIR outputs on recommended repositories
      - Open access publishing and self archiving
      - Documentation for public use, lay understanding
      - Recognize, cite and acknowledge contributions
      - Report and documentation
      - Searching repositories and scientific databases

Thanks to the adopted open mandate policy, the institution adopts regulations describing in detail how data should be archived (storing in repositories, granting approproate licenses, etc.), and by depositing data in open databases and repositories, it makes the data accessible.

CASE 5

Author: Marta Blaszczynska

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Open Cultural Resources

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CASE 6

CASE 4

Source and Author:
- IBL PAN, Marta Blaszczynska, Warsaw - Poland
job title / task title project title:
- job title: Research Data Management Officer
- task/project title: "Exploring open cultural resources"
- issuer:
- audience:
job enviroment / work context:
- research institute, (Department: Project Department or Research Data Office)
Why do I need an OB?
- I need an Open Badge to educate PhD students and more senior colleagues involved in research on the different digital libraries, platforms and data repositories where they can legally collect cultural resources to analyse in their scholarly work.
- First I will share the course with the current employees of the institute, later it will become part of the onboarding process for new students and researchers.
OB design
- course format:
  - Online, to be filled out at one's own speed. Final verification human-led (but no in-person meeting needed).
- completiion:
  - Once all the levels of the course are finished, the institutional Research Data Management Officer checks the final assessment, confirms the completion in the system and awards the badge.
- course length:
  - Level 1 - 2h
  - Level 2 - 1h
  - Level 3 - 3h
- platform:
  - Badgr
- knowledge, skills, competencies recognised by the badge:
  - Level 1 - How to spot an open resource: an introduction to open science, with a focus on cultural data
    - Main ideas behind open science
    - Cultural data and intellectual property rights (the badge issuer will need to adapt this badge to national/local legal context)
    - FAIR principles (with specific focus of the badge on cultural data)
    - open licenses
    - Collecting and managing open data (with specific focus of the badge on cultural data)
    - Data quality (with specific focus of the badge on cultural data)
  - Level 2 - Examples of digital libraries, data repositories
    - Digital libraries examples (with specific focus of the badge on cultural data)
    - Data repositories examples (with specific focus of the badge on cultural data)
    - What to look for (licenses, metadata, proper referencing)
    - reporting data management practices (with specific focus of the badge on cultual data)
  - Level 3 - Cultural data in practice: your own project using open resources
    - A practical assessment: Use open cultural resources to formulate an example of a Data Management Plan
- evidence:
  - completion of the entire online course
- relation to the framework:
  - Since the aim of the course is to provide the learners with the skills and knowledge needed to deal with open cultural data on many levels, it covers the following group of sklills:
    - Plan and design (Level 1 of the badge)
    - Collection: Data collect and management (Level 1 of the badge)
    - Data quality and curation (Level 1 of the badge)
    - Analyse / data processing (Level 2 of the badge)
    - Publication/publish/release (Level 2 of the badge)
  - It covers the following specific badges:
    - Level 1
      - Data typologies and processing modes
      - Opening data and data policies (the badge issuer will need to adapt this badge to national/local legal context)
      - Fair principles and metadata (with specific focus of the badge on cultural data)
      - collect ICT (digital? electronic?) data (with specific focus of the badge on cultural data)
      - manage data collection systems (with specific focus of the badge on cultural data)
      - manage data (with specific focus of the badge on cultural data)
      - define data quality criteria and implement data quality processes (with specific focus of the badge on cultural data)
    - Level 2
      - Data mining, querying, interpretation
      - Reuse data from existing sources (with specific focus of the badge on cultural data)
      - Recognize, cite and acknowledge contributions
      - Report and documentation (with specific focus of the badge on cultural data)
    - Level 3
      - Practical use of knowledge and skills from Level 1 and Level 2

CASE 6

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bibliographic metadata specialist

Bibliographic metadata Specialist OB allows you to determine what level of bibliographic metadata processing skills the badge owner has. OB has the ability to define skills at three levels: Entry level, Specialist and Master. Each level defines successive levels of advancement in terms of knowledge of metadata formats and schemas, determining their quality, their acquisition, visualization, enrichment and the use of programming tools for their processing.

CASE 7

CASE 5

Source and Author:
- IBL PAN
job title / task title project title:
- job title: Bibliographic Metadata Specialist
- project title:
- issuer:
- audience:
job enviroment / work context:
- Department of current Bibliographic / Research Institute
Why do I need an OB?
- Working with bibliographic metadata is a space that requires specific skills. The scientific community lacks certificates that reliably confirm knowledge of working with this type of data. Bibliographic Metadata Specialist OB is a good way to test the skills of scientists. During the training of new researchers, the tool is needed to easily certify the acquisition of skills from different stages of specialization.
OB design
- platform:
- picture of the badge
- issuing criteria (e.g. completion of a course):
  - Badge has three levels. Each level may be earned after completion of a course with the appropriate difficulty, and by acknowledging previous experiences. Each level of the badge is additionally represented by the number of stars from one to three.
- knowledge, skills, competencies recognised by the badge:
  - Level 1 - Entry level
    - Plan and design
      - Data typologies and processing modes
    - Collection: Data collect and management
      - Collect data
  - Level 2 - Expert level
    - Plan and design
      - Specify metadata standards
      - Specify persistent id. standards
      - Opening data and data policies
    - Collection: Data collect and management
      - Manage data collection systems
      - Manage data
    - Data quality and curation
      - perform data cleansing
      - normalise data
      - define data quality criteria and implement data quality processes
    - Level 3 - Master
      - Analyze/data processing
        data mining, querying, interpretation
        data transformation and integration
        reuse data from existing sources
        reproducibility
      - Ability to create your own metadata schemas
      - knowledge of controlled dictionaries
      - data cleaning, reconciliation, enrichment (ability to use Open Refine)
      - Data visualization (ability to use existing tools e.g. RAWGraphs, VOSviewer, Tableau Public)
      - Working with data in tabular form (Excel, Google Sheets)
      - Working with MARC21 format with existing tools e.g. Marc Edit
      - Data mining, querying, interpretation
      - Data transformation and integration
      - Reuse data from existing sources
      - Reproducibility
      - Visualization, TDM
      - Ability to solve complex problems with creative solutions
      - Knowledge of a programming language (e.g. python) in order to process data and automate activities
      - Knowledge of working with data protocols (API, OAI-PMH)
      - Harvesting big data (via protocols or by web scraping)
      - Data cleaning, reconciliation, enrichment using own dedicated scripts
      - Knowledge of databases and SQL, SPARQL languages
- evidence:
  - completion of the entire online course

CASE 7

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open library badge

The application is made online. Libraries applying for the Open Library Badge should fulfil at least 5 of the 15 criteria. After application the badge is awarded promptly and can then be integrated on the library's homepage and in social networks.

CASE 8

CASE 6

Source and Author:
- Open Library Badge
job title / task title project title:
- job title: Library management
- project title: "The Open Library Badge (OLB)"
- issuer: The badge is awarded by a jury of the Open Library Badge initiative
- audience: Libraries
job enviroment / work context:
- Science (library)
Why do I need an OB?
- The initiative wants to create an incentive system for libraries that pursue the concept of openness. The badge is. intended to make the corresponding activities and offers of libraries visible. It is aimed at both the professional public and the library's own users and is intended as a reward for the library's commitment to more openness in science and society.
OB design
- platform:
- picture of the badge
- issuing criteria (e.g. completion of a course):
  - Libraries applying for the Open Library Badge should fulfil at least 5 of the 15 criteria.
- knowledge, skills, competencies recognised by the badge:
  - 15 criteria
    1. Helping to share open source software
    2. Operability for all people
    3. Promoting openness in staff development
    4. Training offers
    5. Enabling text and data mining
    6. Establish cost transparency in the acquisition process
    7. Making open access resources visible
    8. Uncovering open access potential
    9. Teaching and learning materials under open licence
    10. Integration of own and external users
    11. Publish courses of business
    12. Supporting open knowledge communities
    13. Publishing open access by themselves
    14. Making photos of the library reusable
    15. Library as an open place
- evidence:
  - fulfilling at least 5 of the 15 criteria

CASE 8

Authors: Josep Juando Bosch and Magüi Pérez Cabaní

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cross border rdm

The aim of this badge is to certify the level of the cross-border competences related to RDM. More specifically: Cross-border Communication, Intercultural sensitivity and Systems thinking competences. These competences should to be acquired at the beginning of the cross-border experience, because they are necessary to collect and manage research data. Besides, these competences usually are not included as a part of the competence profile at the university programs and it would be necessary to attend a specific complementary training to obtain the OB or demonstrate with a certification the level previously acquired.

CASE 9

CASE 7

Source and Author:
- WUSMED, Josep Juando Bosch & Magüi Pérez Cabaní
job title / task title project title:
- job title: Master and PhD Students. University and companies' tutors. Librarians
- project title: "Cross border Competences and Research Data Management (RDM)"
- issuer: Universities, Companies and Libraries
- audience: Master and Doctoral Students
job enviroment / work context:
- Universities and companies that aim to work in a transboundary context
Why do I need an OB?
- Nowadays knowledge doesn't have borders, but when Master and PhD students, following the EHEA approach, realize internships on cross-border universities and companies to do their internships, master thesis or PhD, they find some cross border competences that they need to acquire or develop.
- These cross border competences have been defined in some European projects like TRANSVERSALIS or ECBS.
- Some of thes cross-border competences involve RDM and it would be interesting to have an OB to certify them.
OB design
- platform:
- picture of the badge
- issuing criteria (e.g. completion of a course):
  - Completion of training
- knowledge, skills, competencies recognised by the badge:
  - The level of competences defined below means the minimum level desired to apply to a cross-border internship at the master and doctorate programs.
  - Communication:
    - To listen effectively to decipher RD meaning in a multilingual and cross-border context.
    - To be fluent in more than one national language to communicate in a. multilingual and cross-border context RD content.
    - To express orally and in writing the own ideas properly and effectively in a cross-border context with different purposes (to share, to inform, to discuss...) research data (RD).
  - Intercultural sensitivity:
    - To recognize and describe the culture differences and singularities of the cross-border country and their possible implications to cellecting and managing research data (religion, politics, economy, environment, etc.).
    - To analyze and differentiate the specific rules of the research data management on the research and professional own field of knowledge in the offer coutry.
  - Systems thinking:
    - To show a global and cross-border perspective into RDM.
    - To analyze in a cross-border setting, how an entire system works, how an action can change the system and how a part of the system can affect or change the system as a whole.
- evidence:
  - Completion of a self-evaluation test to demonstrate the level of the cross-border-competences related to RDM acquired.

CASE 9

Author: Prof. Dr. Ilona Buchem

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Open badges for open science: mooc 1

The Open Badges for Open Science MOOC is one of three MOOCs provided by the OBERRED project, co-funded by the Erasmus+ Programme of the European Union. The aim of the project is to create a practical guide that includes the technical specifics and issues of Open Badges, roles and skills related to RDM, and principles for the application of Open Badges to RDM. After successful completion of each lesson (three lessons in total), which means the successful submission of all assignments, the MOOC participants will receive an Open Badge.

CASE 9

CASE 8

Source and Author:
- OBERRED MOOC 1, BHT Berlin University of Applied Sciences, Prof. Dr. Ilona Buchem
job title / task title project title:
- job title:
- project title: "Open Badges for Open Science: MOOC 1"
- issuer: OBERRED project
- audience: Persons working or interested in the field of Research Data Management (RDM)
job enviroment / work context:
- Research Data Management (RDM)
Why do I need an OB?
- to share achievements, skills and experiences in a digital format
OB design
- platform:
  - Badgr
- picture of the badge
  - Micro-Credential 1: "Foundations" Level
    - This digital credential recognises the completion of the first Foundations Level and certifies that the owner of this credential has attained specific learning outcomes:
      1. Reporting on how they understand the concept of Open Badges
      2. Presenting the context of the Open Badges including history and organisations involved
      3. Creating a portfolio of application fields and good practice examples of Open Badge
  - Micro-Credential 2: "Technology" Level
    - This digital credential recognises the completion of the Technology Level and certifies that the owner of this credential has attained following learning outcomes:
      1. Demonstrating the technological concept of Open Badges with focus on metadata
      2. Selecting and testing technologies for designing, issuing and earning Open Badges
      3. Discussing the potentials and limitations of these technologies
  - Micro-Credential 3: "Application" Level
    - This digital credential recognises the completion of the Technology Level and certifies that the owner of this credential has attained following learning outcomes:
      1. Listing key considerations for designing Open Badges
      2. Technically designing and issuing an Open Badge
      3. Planning their own Open Badges project
  - Micro.Credential 4: "Distinguished Project"
    - This digital credential is awarded to participants, who created their own Open Badge in the last part of the MOOC, which is designed as a competition. Owners of successful projects are awarded with this Distinguished Badge
- issuing criteria (e.g. completion of a course):
  - After successful completion of each level (three units), participants are awarded badges containing information about the units attended and the skills acquired. This means that participants receive a total of three badges after successfully completing the entire MOOC 1. Also, participants had the chance to receive an additional fourth Open Badge for a distingusihed project in the last part of the MOOC
- knowledge, skills, competencies recognised by the badge:
  - Participants learn foundational knowledge, technical specifics and issues of Open Badges, roles and skills related to RDM, and principles for the application of Open Badges to RDM.
- evidence:
  - Completion of the entire MOOC 1

Case Studies

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