Social Dynamics of Data Interoperability IG Charter

24 Sep 2019

Social Dynamics of Data Interoperability IG Charter

Version history:

The original version of the Charter underwent communty and TAB review in September / October 2019.

A revised version was submitted in October 2020.

Following another TAB review, a second revised version was submitted in September 2021.


Revised Charter (8 September 2021) 

The pdf version of this version of the Charter can be found here.

 

Name of Proposed Interest Group: Social Dynamics of Data Interoperability

 

Introduction (A brief articulation of what issues the IG will address, how this IG is aligned with the RDA mission, and how this IG would be a value-added contribution to the RDA community):

 

Extensive work has been, and continues to be done on data interoperability at the technical and information domains. However, a large portion of the challenges in building interoperable information infrastructures are the result of the interplay between organisations, institutions, economics, and individuals.  Collectively these form the social dynamics that foster or hinder the progress towards achieving technical and information interoperability.

 

These are some of the most difficult challenges to address.  Currently there is only a limited body of work on how to address these challenges in a systematic way.  In keeping with the mission of the RDA, the focus of this group is to focus on what is required to build the social bridges that enable open sharing and re-use of data.

 

The focus of this interest group is to identify opportunities for the development of systematic approaches to address the key social challenges and to build a corpus of knowledge on building and operating interoperable information infrastructures.

 

 

User scenario(s) or use case(s) the IG wishes to address (what triggered the desire for this IG in the first place):

Within Australia, the National Collaborative Research Infrastructure Strategy (NCRIS) set forth the need to establish a National Environmental Prediction System (NEPS).  This requires the collaboration, coordination and (most importantly) the interoperability between a range of facilities, organisations and government entities for this system to work effectively.  A number of facilities involved have recently come to the realization that the Social dynamics between the facilities is a key factor in the success (or failure) of this initiative.

 

Within the United States, initiatives such as the Pacific Research Platform, the National Research Platform, and the Eastern Regional Network are a few examples of cross-institutional initiatives whose success is dependent as much on social dynamics as on overcoming technical challenges.

 

Within Europe, the need for organisational interoperability is being recognised through initiatives such as the Organisational Interoperability framework, and the work streams in RDA4EOSC.

 

The problem exists at smaller scales as well.  At the institutional level, the need to drive adoption across IT, IT Security, Research units, and Libraries provides a persistent challenge.

 

The BoF session held at the 13th Plenary session highlighted that similar challenges exist within other research domains.

 

There are many solutions that are being applied everyday around the world to address these challenges.  Many of these are conceived and developed through the knowledge and experiences of the individuals involved.  However, at present there is limited systematic knowledge gathered on this topic with a focus on how it can be applied to data and data infrastructures.  Therefore they have limited systematic knowledge to draw upon and therefore it is difficult to identify the good practices relevant to a given situation.

 

For example, the RDA itself is an instrument intended to address some of the challenges that exist in the social dynamics across the global research data landscape.  As such it provides both an interesting case study as well as a representative microcosm of the broader challenges in this space.

 

 

Objectives (A specific set of focus areas for discussion, including use cases that pointed to the need for the IG in the first place.   Articulate how this group is different from other current activities inside or outside of RDA.):

 

Currently there is no other IG within the RDA that has a specific focus on the organisational and social dynamics, (ie: the interplay between organisations, institutions, economics, and individuals) relating to interoperable information infrastructure.

 

The main objective of this IG is to:

  • Identify the key challenges relating to organisational and social dynamics that are encountered when establishing or operating data infrastructures.
  • Identify a key set of organisational, institutional, economic, and individual challenges that increase the friction to achieving information interoperability.
  • Gather case studies that help define the set of problems, and compile a collection of existing solutions that have addressed these problems.  It is acknowledged that often the details of specific case studies could be sensitive and documented case studies may need to be synthesised drawing upon actual cases.
  • Develop guidelines, principles as recommendations for practitioners to apply when attempting to address similar problems in the future.
  • Develop a corpus of knowledge, including models, frameworks and patterns that can be applied by practitioners to develop the desired social dynamics that reduce friction and foster information interoperability. This could potentially be published as a supporting output once validated.

 

The purpose of this IG is to create a set of outputs which identify common problems and provide illustrative case studies for practitioners to be able to understand the social dynamics that exist in their specific context and to be able to apply this knowledge in their context to influence positive change. 

 

 

                                                                                                                       

Participation (Address which communities will be involved, what skills or knowledge should they have, and how will you engage these communities.  Also address how this group proposes to coordinate its activity with relevant related groups.):

 

The participation in this IG is left open and broad to anyone who has an interest in the social dynamics as it relates to building interoperable data infrastructures.  Specific skills and knowledge that would be useful for this IG include,

  • Social psychology
  • Organisational behaviour and organisational psychology
  • Economics
  • Legal frameworks
  • Digital anthropology
  • Digital ethnography

 

It is expected that many of the topics of interest for this IG will have some degree of overlap with other IGs and WGs within RDA.  It is intended that this IG will keep these related IGs informed of its activity, and seek to coordinate with them on topics that overlap or have a common interest.  It is feasible that in the future we could hold joint sessions at plenary events around common topics.

 

Drawing on the description provided in the RDA website, the following IGs have been identified as potentially having overlapping interests with this IG,

  1. RDA4EOSC initiative
  2. Big Data IG
  3. Biodiversity Data Integration IG
  4. Chemistry Research Data IG
  5. CODATA/RDA Research Data Science Schools for Low and Middle Income Countries
  6. Data Economics IG
  7. Data Fabric IG
  8. Data Foundations and Terminology IG
  9. Data in Context IG
  10. Data policy standardisation and implementation IG
  11. Digital Practices in History and Ethnography IG
  12. Domain Repositories IG
  13. Early Career and Engagement IG
  14. Education and Training on handling of research data IG
  15. ELIXIR Bridging Force IG
  16. Engaging Researchers with Data IG
  17. Ethics and Social Aspects of Data IG
  18. Federated Identity Management
  19. Global Water Information IG
  20. National Data Services IG
  21. Physical Samples and Collections in the Research Data Ecosystem IG
  22. PID IG
  23. Preservation Tools, Techniques, and Policies
  24. RDA/CODATA Legal Interoperability IG
  25. RDA/CODATA Materials Data, Infrastructure & Interoperability IG
  26. RDA/NISO Privacy Implications of Research Data Sets IG
  27. RDA/WDS Certification of Digital Repositories IG
  28. Research Data Architectures in Research Institutions IG

 

Outcomes (Discuss what the IG intends to accomplish.  Include examples of WG topics or supporting IG-level outputs that might lead to WGs later on.):

 

The IG intends to have the following outcomes:

  1. Create a community of interest on the Social dynamics of interoperable information infrastructures;
  2. Identify a set of common organisational, institutional, economic, and individual challenges that increase the friction to achieving information interoperability.
  3. Gather case studies that help define the set of problems, and compile a collection of existing solutions that have addressed these problems.
  4. Develop guidelines, principles as recommendations for practitioners to apply when attempting to address similar problems in the future.

 

Some initial topics that could lead to Working Groups include,

  • Problem and solution patterns in Information Infrastructure;
  • Governance  & participation models;
  • Frameworks for trust;
  • Incentives and disincentives for collaboration and participation;
  • Specific institutional partnerships known to exist, how they came to be, and their varying degrees of success

 

 

Mechanism (Describe how often your group will meet and how will you maintain momentum between Plenaries.):

     The group will aim to have at least 1 virtual meeting between sessions.  The group will also consider establishing a Zotero library, and utilise the RDA wiki for sharing information.

 

Timeline (Describe draft milestones and goals for the first 12 months):

   

Identify key set of problems

Month 1-6

Identify case studies

Month 7-12

Develop guidelines, and principles applicable when addressing the key set of problems

Month 12-24

Apply knowledge corpus to case studies

Month 24+

  

 

Potential Group Members (Include proposed chairs/initial leadership and all members who have expressed interest):

 

FIRST NAME

LAST NAME

EMAIL

TITLE

Kheeran

Dharmawardena

kheerand@cytrax.com.au

Co-Chair

Greg

Madden

gregmadden@psu.edu

 

Heidi

Laine

heidi.laine@csc.fi

 

Jay

Pearlman

jay.pearlman@fourbridges.org

 

Jeremy

Cope

jez.cope@bl.uk

 

Kathleen

Gregory

kathleen.gregory@dans.knaw.nl

 

Kiera

McNeice

kmcneice@cambridge.org

 

Lisa

Raymond

lraymond@whoi.edu

 

Maggie

Hellström

margareta.hellstrom@nateko.lu.se

 

Stefanie

Kethers

stefanie.kethers@ardc.edu.au

 

Aleksandra

Michalewicz

 

 

Alexandra

Delipalta

 

 

Angus

Whyte

 

 

Annajiat

Alim Rasel

 

 

Anupama

Gururaj

 

 

Christina

Drummond

 

 

DUGUE

Alexandra

 

 

Francesca

Morselli

 

 

Francoise

Genova

 

 

Frankie

Stevens

 

 

Hanna

Shmagun

 

 

Helen

Glaves

 

 

Isabelle

PERSEIL

 

 

Jennie

Larkin

 

 

Joao

Moreira

 

 

Kristal

Spreadborough

 

co-chair

Krassen

Stefanov

 

 

Larry

Lannom

 

 

Lesley

Wyborn

 

 

Marie-Lise

Dubernet

 

 

Mark

Parsons

 

 

Pascal

Suppers

 

 

Priyanka

Pillai

 

 

Robert

Quick

 

 

Robin

Rice

 

 

Romain

DAVID

 

 

Rouven

Schabinger

 

 

Shufan

JIANG

 

 

Timea

Biro

 

 

Venice

Bayrd

 

 

 


Revised Charter (20 October 2020)

The pdf version of this version of the Charter can be found here.

Social Dynamics of Data Interoperability Revised Charter

Introduction (A brief articulation of what issues the IG will address, how this IG is aligned with the RDA mission, and how this IG would be a value-added contribution to the RDA community):

Extensive work has been, and continues to be done on data interoperability at the technical and information domains. However, a large portion of the challenges in building interoperable information infrastructures are the result of the interplay between organisations, institutions, economics, and individuals.  Collectively these form the social dynamics that foster or hinder the progress towards achieving technical and information interoperability.

These are some of the most difficult challenges to address.  Currently there is only a limited body of work on how to address these challenges in a systematic way.  In keeping with the mission of the RDA, the focus of this group is to focus on what is required to build the social bridges that enable open sharing and re-use of data.

The focus of this interest group is to identify opportunities for the development of systematic approaches to address the key social challenges and to build a corpus of knowledge on building and operating interoperable information infrastructures.

 

User scenario(s) or use case(s) the IG wishes to address (what triggered the desire for this IG in the first place):

Within Australia, the National Collaborative Research Infrastructure Strategy (NCRIS) set forth the need to establish a National Environmental Prediction System (NEPS).  This requires the collaboration, coordination and (most importantly) the interoperability between a range of facilities, organisations and government entities for this system to work effectively.  A number of facilities involved have recently come to the realization that the Social dynamics between the facilities is a key factor in the success (or failure) of this initiative.

Within the United States, initiatives such as the Pacific Research Platform, the National Research Platform, and the Eastern Regional Network are a few examples of cross-institutional initiatives whose success is dependent as much on social dynamics as on overcoming technical challenges.

The problem exists at smaller scales as well.  At the institutional level, the need to drive adoption across IT, IT Security, Research units, and Libraries provides a persistent challenge.

The BoF session held at the 13th Plenary session highlighted that similar challenges exist within other research domains.

There are many solutions that are being applied everyday around the world to address these challenges.  Many of these are conceived and developed through the knowledge and experiences of the individuals involved.  However , at present there is limited systematic knowledge on this topic and therefore they have limited systematic knowledge to draw upon.

For example, the RDA itself is an instrument intended to address some of the challenges that exist in the social dynamics across the global research data landscape.  As such it provides both an interesting case study as well as a representative microcosm of the broader challenges in this space.

 

Objectives (A specific set of focus areas for discussion, including use cases that pointed to the need for the IG in the first place.   Articulate how this group is different from other current activities inside or outside of RDA.):

Currently there is no other IG within the RDA that has a specific focus on the social dynamics, (ie: the interplay between organisations, institutions, economics, and individuals) relating to interoperable information infrastructure.

The main objective of this IG is to:

  • Identify organisational, institutional, economic, and individual aspects that increase the friction to achieving information interoperability.
  • Develop a corpus of knowledge, including models, frameworks and patterns that can be applied by practitioners to develop the desired social dynamics that reduce friction and foster information interoperability.
  • Identify and develop case studies of solutions that demonstrate the application of the corpus of knowledge on this topic.  It is acknowledged that often the details of specific case studies could be sensitive and documented case studies may need to be synthesised drawing upon actual cases.

The purpose of this IG is to create the body of knowledge and illustrative case studies for practitioners to be able to equip themselves with the best knowledge to understand the social dynamics that exist in their specific context and to be able to draw on this knowledge to influence positive change. 

                                                                                                   

Participation (Address which communities will be involved, what skills or knowledge should they have, and how will you engage these communities.  Also address how this group proposes to coordinate its activity with relevant related groups.):

The participation in this IG is left open and broad to anyone who has an interest in the social dynamics as it relates to building interoperable data infrastructures.  Specific skills and knowledge that would be useful for this IG include,

  • Social psychology
  • Organisational behaviour and organisational psychology
  • Economics
  • Legal frameworks
  • Digital anthropology
  • Digital ethnography

It is expected that many of the topics of interest for this IG will have some degree of overlap with other IGs and WGs within RDA.  It is intended that this IG will keep these related IGs informed of its activity, and seek to coordinate with them on topics that overlap or have a common interest.  It is feasible that in the future we could hold joint sessions at plenary events around common topics.

Drawing on the description provided in the RDA website, the following IGs have been identified as potentially having overlapping interests with this IG,

  1. Big Data IG
  2. Biodiversity Data Integration IG
  3. Chemistry Research Data IG
  4. CODATA/RDA Research Data Science Schools for Low and Middle Income Countries
  5. Data Economics IG
  6. Data Fabric IG
  7. Data Foundations and Terminology IG
  8. Data in Context IG
  9. Data policy standardisation and implementation IG
  10. Digital Practices in History and Ethnography IG
  11. Domain Repositories IG
  12. Early Career and Engagement IG
  13. Education and Training on handling of research data IG
  14. ELIXIR Bridging Force IG
  15. Engaging Researchers with Data IG
  16. Ethics and Social Aspects of Data IG
  17. Federated Identity Management
  18. Global Water Information IG
  19. National Data Services IG
  20. Physical Samples and Collections in the Research Data Ecosystem IG
  21. PID IG
  22. Preservation Tools, Techniques, and Policies
  23. RDA/CODATA Legal Interoperability IG
  24. RDA/CODATA Materials Data, Infrastructure & Interoperability IG
  25. RDA/NISO Privacy Implications of Research Data Sets IG
  26. RDA/WDS Certification of Digital Repositories IG
  27. Research Data Architectures in Research Institutions IG

Outcomes (Discuss what the IG intends to accomplish.  Include examples of WG topics or supporting IG-level outputs that might lead to WGs later on.):

There are two primary outcomes of this IG:

  1. Create a community of interest on the Social dynamics of interoperable information infrastructures;
  2. Create a corpus of knowledge on the topic.
  3. Identify and develop case studies of solutions that demonstrate the application of the corpus of knowledge on this topic.

Some initial topics that could lead to Working Groups include,

  • Problem and solution patterns in Information Infrastructure;
  • Governance  & participation models;
  • Frameworks for trust;
  • Incentives and disincentives for collaboration and participation;
  • Specific institutional partnerships known to exist, how they came to be, and their varying degrees of success

Mechanism (Describe how often your group will meet and how will you maintain momentum between Plenaries.):

     The group will aim to have at least 1 virtual meeting between sessions.  It will also establish a mechanism (possibly the mailing-list) for offline discussions.

Timeline (Describe draft milestones and goals for the first 12 months):

   

Research and identify organisational, institutional, economic, and individual challenges to achieving interoperability

Month 1-6

Identify case studies

Month 7-12

creation of knowledge corpus

Month 12-24

Apply knowledge corpus to case studies

Month 24+

  

 

Potential Group Members (Include proposed chairs/initial leadership and all members who have expressed interest):

 

FIRST NAME

LAST NAME

EMAIL

TITLE

Kheeran

Dharmawardena

kheerand@cytrax.com.au

Co-Chair

Greg

Madden

gregmadden@psu.edu

 

Heidi

Laine

heidi.laine@csc.fi

 

Jay

Pearlman

jay.pearlman@fourbridges.org

 

Jeremy

Cope

jez.cope@bl.uk

 

Kathleen

Gregory

kathleen.gregory@dans.knaw.nl

 

Kiera

McNeice

kmcneice@cambridge.org

 

Lisa

Raymond

lraymond@whoi.edu

 

Maggie

Hellström

margareta.hellstrom@nateko.lu.se

 

Stefanie

Kethers

stefanie.kethers@ardc.edu.au

 

 


Original Charter - Septe,ber 2019

The pdf version of the original Charter can be found here.

Introduction (A brief articulation of what issues the IG will address, how this IG is aligned with the RDA mission, and how this IG would be a value-added contribution to the RDA community):

 

Extensive work has been, and continues to be done on data interoperability at the technical and information domains. However, a large portion of the challenges in building interoperable information infrastructures are the result of the interplay between organisations, institutions, economics, and individuals.  Collectively these form the social dynamics that foster or hinder the progress towards achieving technical and information interoperability.

 

These are some of the most difficult challenges to address.  Currently there is only a limited body of work on how to address these challenges in a systematic way.  In keeping with the mission of the RDA, the focus of this group is to focus on what is required to build the social bridges that enable open sharing and re-use of data.

 

The focus of this interest group is to identify opportunities for the development of systematic approaches to address the key social challenges and to build a corpus of knowledge on building and operating interoperable information infrastructures.

 

User scenario(s) or use case(s) the IG wishes to address (what triggered the desire for this IG in the first place):

Within Australia, the National Collaborative Research Infrastructure Strategy (NCRIS) set forth the need to establish a National Environmental Prediction System (NEPS).  This requires the collaboration, coordination and (most importantly) the interoperability between a range of facilities, organisations and government entities for this system to work effectively.  A number of facilities involved have recently come to the realization that the Social dynamics between the facilities is a key factor in the success (or failure) of this initiative.

 

Within the United States, initiatives such as the Pacific Research Platform, the National Research Platform, and the Eastern Regional Network are a few examples of cross-institutional initiatives whose success is dependent as much on social dynamics as on overcoming technical challenges.

 

The problem exists at smaller scales as well.  At the institutional level, the need to drive adoption across IT, IT Security, Research units, and Libraries provides a persistent challenge.

 

The BoF session held at the 13th Plenary session highlighted that similar challenges exist within other research domains.

 

Objectives (A specific set of focus areas for discussion, including use cases that pointed to the need for the IG in the first place.   Articulate how this group is different from other current activities inside or outside of RDA.):

 

Currently there is no other IG within the RDA that has a specific focus on the social dynamics, (ie: the interplay between organisations, institutions, economics, and individuals) relating to interoperable information infrastructure.

 

The main objective of this IG is to:

  • Identify organisational, institutional, economic, and individual aspects that increase the friction to achieving information interoperability.
  • Develop a corpus of knowledge, including models, frameworks and patterns that can be applied by practitioners to develop the desired social dynamics that foster information interoperability.
  • Identify and develop case studies of solutions that demonstrate the application of the corpus of knowledge on this topic.

 

Loosely related to this IG are the following existing IGs within the RDA:

  • Ethics and Social Aspects of Data IG

                                                                                                                            

Participation (Address which communities will be involved, what skills or knowledge should they have, and how will you engage these communities.  Also address how this group proposes to coordinate its activity with relevant related groups.):

 

The participation in this IG is left open and broad to anyone who has an interest in the social dynamics as it relates to building interoperable data infrastructures.  Specific skills and knowledge that would be useful for this IG include,

  • Social psychology
  • Organisational behaviour and organisational psychology
  • Economics
  • Legal frameworks
  • Digital anthropology
  • Digital ethnography

 

The following RDA IGs are related to this IG,

  1. Data economics
  2. Ethics and social aspects of data IG
  3. Community capability IG
  4. Ethics and Social Aspects of Data IG

 

This IG will keep these related IGs informed of its activity, and seek to coordinate with them on topics that overlap or have a common interest.  It is feasible that in the future we could hold joint sessions at plenary events around common topics.

 

Outcomes (Discuss what the IG intends to accomplish.  Include examples of WG topics or supporting IG-level outputs that might lead to WGs later on.):

 

There are two primary outcomes of this IG:

  1. Create a community of interest on the Social dynamics of interoperable information infrastructures;
  2. Create a corpus of knowledge on the topic.
  3. Identify and develop case studies of solutions that demonstrate the application of the corpus of knowledge on this topic.

 

Some initial topics that could lead to Working Groups include,

  • Problem and solution patterns in Information Infrastructure;
  • Governance  & participation models;
  • Frameworks for trust;
  • Incentives and disincentives for collaboration and participation;
  • Specific institutional partnerships known to exist, how they came to be, and their varying degrees of success

 

Mechanism (Describe how often your group will meet and how will you maintain momentum between Plenaries.):

     The group will aim to have at least 1 virtual meeting between sessions.  It will also establish a mechanism (possibly the mailing-list) for offline discussions.

 

Timeline (Describe draft milestones and goals for the first 12 months):

   

Research and identify organisational, institutional, economic, and individual challenges to achieving interoperability

Month 1-6

Identify case studies

Month 7-12

creation of knowledge corpus

Month 12-24

Apply knowledge corpus to case studies

Month 24+

 

Potential Group Members (Include proposed chairs/initial leadership and all members who have expressed interest):

 

FIRST NAME

LAST NAME

EMAIL

TITLE

Kheeran

Dharmawardena

kheerand@cytrax.com.au

Co-Chair

Greg

Madden

gregmadden@psu.edu

Co-Chair

Heidi

Laine

heidi.laine@csc.fi

 

Jay

Pearlman

jay.pearlman@fourbridges.org

 

Jeremy

Cope

jez.cope@bl.uk

 

Kathleen

Gregory

kathleen.gregory@dans.knaw.nl

 

Kiera

McNeice

kmcneice@cambridge.org

 

Lisa

Raymond

lraymond@whoi.edu

 

Maggie

Hellström

margareta.hellstrom@nateko.lu.se

 

Stefanie

Kethers

stefanie.kethers@ardc.edu.au

 

Review period start: 
Tuesday, 24 September, 2019 to Thursday, 24 October, 2019