Periodic Reporting for period 1 - PathOS (Open Science Impact Pathways)
Reporting period: 2022-09-01 to 2023-08-31
PathOS enhances understanding and implementation of Open Science (OS) within the EU by identifying key impact pathways. It integrates synthesizing evidence, developing impact measurement methods, pilot-testing through case studies, and co-creation activities for policy recommendations. This approach addresses the interaction of the research system with economic and societal actors, aiming for a nuanced understanding of OS impacts.
Objectives:
1. Modeling OS Impact Pathways: Aims to clarify OS intervention logic by mapping pathways from resources to impacts across science, society, and economy, guiding policymakers in understanding causal relationships and guiding efficient actions.
2. Quantifying OS Impacts: Enhances metrics and methods to measure OS impacts, focusing on science, society, economy, and reproducibility, involving defining characteristics, developing indicators, and identifying data sources.
3. Operationalizing and Testing Methods & Indicators: Tests tools measuring OS impact in case studies across France, Portugal, the Netherlands, and life sciences, providing evidence on enabling factors and barriers.
4. Developing a CBA Methodology for OS: Tailors a CBA framework to OS, identifying costs and benefits for a socio-economic impact understanding, applied in selected case studies.
5. Stimulating Inclusive Participation: Engages R&I and OS actors in building consensus on OS impacts, including liaising with organizations and delivering a training programme on impact pathways.
Impact and Target Groups:
Expected to prioritize policy actions for OS, clarify OS impacts for policy-making, and maximize OS impact by distinguishing causal effects. Targets policy officers, university executives, research managers, librarians, RI/eInfra executives, aiming to increase the EU R&I system's capacity for OS.
PathOS's approach is pivotal for effective OS policy in the EU, with final recommendations ensuring evidence-based policy prioritization.
Objectives:
1. Modeling OS Impact Pathways: Aims to clarify OS intervention logic by mapping pathways from resources to impacts across science, society, and economy, guiding policymakers in understanding causal relationships and guiding efficient actions.
2. Quantifying OS Impacts: Enhances metrics and methods to measure OS impacts, focusing on science, society, economy, and reproducibility, involving defining characteristics, developing indicators, and identifying data sources.
3. Operationalizing and Testing Methods & Indicators: Tests tools measuring OS impact in case studies across France, Portugal, the Netherlands, and life sciences, providing evidence on enabling factors and barriers.
4. Developing a CBA Methodology for OS: Tailors a CBA framework to OS, identifying costs and benefits for a socio-economic impact understanding, applied in selected case studies.
5. Stimulating Inclusive Participation: Engages R&I and OS actors in building consensus on OS impacts, including liaising with organizations and delivering a training programme on impact pathways.
Impact and Target Groups:
Expected to prioritize policy actions for OS, clarify OS impacts for policy-making, and maximize OS impact by distinguishing causal effects. Targets policy officers, university executives, research managers, librarians, RI/eInfra executives, aiming to increase the EU R&I system's capacity for OS.
PathOS's approach is pivotal for effective OS policy in the EU, with final recommendations ensuring evidence-based policy prioritization.
The PathOS project has progressed significantly in its first year, setting the stage for impactful Open Science (OS) contributions.
Objective 1: Modeling OS Impacts
WP1 advanced the framework for modeling OS's use of resources to generate broad impacts. By developing Key Impact Pathways and through literature reviews, it underpins case studies and Cost-Benefit Analysis (WP4), aiming to refine policymaker strategies.
Objective 2: Quantifying OS Impacts
WP2 delivered the first version of OS Indicator Handbook, outlining indicators for OS practices and impacts, thereby enhancing OS impact understanding through a systematic approach.
Objective 3: Testing OS Impact Measures
WP3 refined case studies to test WP2's OS impact indicators, ensuring alignment and preparing for their practical application to assess adaptability and effectiveness.
Objective 4: Developing a CBA Methodology for OS
WP4's progress includes creating a CBA framework, with case studies like UniProt and OpenEdition for economic analysis, guiding informed OS investments.
Objective 5: Engaging Policy and Decision Makers
Efforts to engage decision-makers began with the PathOS website launch, an expert workshop, and case study focus groups, fostering broader engagement.
Objective 1: Modeling OS Impacts
WP1 advanced the framework for modeling OS's use of resources to generate broad impacts. By developing Key Impact Pathways and through literature reviews, it underpins case studies and Cost-Benefit Analysis (WP4), aiming to refine policymaker strategies.
Objective 2: Quantifying OS Impacts
WP2 delivered the first version of OS Indicator Handbook, outlining indicators for OS practices and impacts, thereby enhancing OS impact understanding through a systematic approach.
Objective 3: Testing OS Impact Measures
WP3 refined case studies to test WP2's OS impact indicators, ensuring alignment and preparing for their practical application to assess adaptability and effectiveness.
Objective 4: Developing a CBA Methodology for OS
WP4's progress includes creating a CBA framework, with case studies like UniProt and OpenEdition for economic analysis, guiding informed OS investments.
Objective 5: Engaging Policy and Decision Makers
Efforts to engage decision-makers began with the PathOS website launch, an expert workshop, and case study focus groups, fostering broader engagement.
PathOS aims to go beyond state of the art in two ways: 1) the development of open science pathways and indicators with an emphasis on causality, and 2) the creation of a Cost Benefit Analysis (CBA) framework tailored to open science practices.
The project is enhancing how open science is evaluated by focusing on the causal relationships in research and innovation (R&I) impacts. It is doing this by adapting and expanding on methodologies from previous projects to encompass open science components such as resources, outcomes, and impacts. PathOS is incorporating assessment tools from the Morri, Super Morri, and MIC projects into a unified, data-driven approach. AI-assisted methodologies are being applied to complement traditional assessment techniques, utilizing the latest in computational technology and data analytics.
Additionally, PathOS is developing a CBA framework specifically designed for open science, aiming to systematically assess the broad effects of open science initiatives. This framework is based on the theoretical foundations laid out by Florio et al. (2016, 2019) and seeks to standardize CBA application in the context of open science, thereby offering a detailed tool for evaluating the economic and societal impacts of open science practices.
The outcomes of PathOS's efforts, including the development of new methodologies and the CBA framework, will be comprehensively detailed in the final report. This report will highlight essential considerations for ensuring the project's contributions are effectively adopted and implemented.
The project is enhancing how open science is evaluated by focusing on the causal relationships in research and innovation (R&I) impacts. It is doing this by adapting and expanding on methodologies from previous projects to encompass open science components such as resources, outcomes, and impacts. PathOS is incorporating assessment tools from the Morri, Super Morri, and MIC projects into a unified, data-driven approach. AI-assisted methodologies are being applied to complement traditional assessment techniques, utilizing the latest in computational technology and data analytics.
Additionally, PathOS is developing a CBA framework specifically designed for open science, aiming to systematically assess the broad effects of open science initiatives. This framework is based on the theoretical foundations laid out by Florio et al. (2016, 2019) and seeks to standardize CBA application in the context of open science, thereby offering a detailed tool for evaluating the economic and societal impacts of open science practices.
The outcomes of PathOS's efforts, including the development of new methodologies and the CBA framework, will be comprehensively detailed in the final report. This report will highlight essential considerations for ensuring the project's contributions are effectively adopted and implemented.