This deliverable aims to describe inDICEs’ targeted methodologies of research and analysis, briefly describing the Methodological Toolbox as the set of targeted methodologies defined through an in-depth review of the current state of the art approaches, both in relation to the research questions and to the kind of available and acquired data and their structure. These are the main components of the Methodological Toolbox: 1) inDICEs Theoretical Framework, 2) Targeted strategies of data gathering and data analysis, 3) Available datasets, 4) Set of useful indicators.
This deliverable aims to offer an illustration of the web-based datasets that have been gathered up to M21 by the WP1 working group accessing a plurality of sources, and using a plurality of technologies. The purpose of this data is to provide a multitude of alternative views for the monitoring and analysis of the digitalization of cultural production.
This Deliverable aims to briefly describe the data collection processes, the datasets gathered and the preliminary data analysis on users’ behavioural changes that were carried out by the WP1 working group. The inDICEs data collection processed and/or stored within the first 12 months of the project consists of:
a) data analyzed as part of the inDICEs participatory platform, where results are made available through the Open Observatory
b) data of relevance provided by third-parties
c) online content gathered continuously, made accessible by means of the Visual Analytics Dashboard that covers: Online news and web sources, Twitter posts, Youtube videos and Facebook pages
d) FBK collected on-line datasets on cultural production, from the following sources: Wikipedia, Tiktok, Deviantart, AllTheater
This deliverable describes the data collection processes and status, and the datasets gathered in the months M15-M21 by WP1. In this period, the data analysis focused on CHIs’ social networks users’ behavior, especially within the Covid-19 wave of forced digitization1.
The inDICEs data collection processed and/or stored consists of:
● building and analysing a set of case studies, composed by lists of Facebook and Instagram accounts, per macro-sectoral areas of cultural and creative institutions. The sectors’ case studies that have been identified and analysed are:
- European National Libraries sector;
- European Archival Institutes sector;
- Most Visited European Museums;
- Museums that employ the Virtual Tour tool.
● outlining repositories of metadata enriched with documents gathered from the Web and from social media sources and extending the Visual Analytics Dashboard knowledge graph with entities specific to the inDICEs use cases such as the GLAM institutes.
This deliverable describes the data collection processes and status, and the datasets gathered in the months M21-24 by WP1. In this period, the data analysis focused on the second part of the lists of case studies collected by the inDICEs partners about the CHIs’ social networks users’ behaviour, especially within the Covid-19 wave of forced digitization. Moreover, the behavioural analysis regarding Wikipedia and TikTok users and about digital content co-creation has been finalised and summarised in the present deliverable, with the aim of enriching one of the most relevant inDICEs theoretical frameworks, namely the theory of the 3.0 Culture, which regards the contemporary strategies and dynamics of cultural production and reproduction in the web 2.0.
In the present document, written by and based on WP1’s data analysis and literature collection, and on the reflections collected through the collective debates on the maximisation of the impact of digitisation of cultural heritage that have characterised the entire inDICEs path, the following contents are present:
- An overall description of the ecosystem that embraces the different research designs conducted by WP1 (as described in D1.3, D1,4 and D1.5) on the most important digital open platforms, tracing a fil rouge that clearly and coherently defines the context of the discourse, the theoretical approach, and the main trends in terms of digital creative production cultural participation both in general and in relation with the heritage and cultural institutes
- Conditions that have to be considered for navigating and relying on the digital realm as a Cultural Heritage Institution (CHI) or as a cultural practitioner or policy maker, such as the dynamics of the attention economy; the open platforms community engagement mechanisms; the role of social skills and capabilities for creating platforms of collective intelligence
- a wide literature and best practices review on the importance of cultural active participation in the digital sphere and the 8 Impact Areas framework, regarding the maximisation of the impact of digitisation of cultural heritage
- Highlights supporting the “inDICEs policy brief: Towards community-driven digital cultural heritage with a purpose” (“inDICEs policy brief”), where we advise CHIs and their professionals of the importance of learning, implementing and measuring the knowledge and practices proposed.
Our goals within the inDICEs project are, first of all, to provide an in-depth overview of the IP legal framework which is relevant for the activities of CHIs. Secondly, we aim at delivering a comprehensive assessment of the current and upcoming framework for CHIs. Third, our ultimate goal is to evaluate whether the current framework impedes or enhances the CHIs’ activities in the Digital Single Market while providing recommendations to policy and lawmakers.
Our two first deliverables focused on providing an overview - D2.1 ‘Mapping of the relevant European IP legal framework’ – and a comparative analysis in selected Member States - D2.2 ‘Legal comparative analysis for multi-level relationship involving CHIs’, of the current relevant IP rules that impact CHIs’ activities in the Digital Single Market. Both deliverables are embedded in Task 2.1: Comparative analysis of the applicable European IP legal framework to CHIs in the DSM. In these deliverables we review the IP provisions relevant for the activities of CHIs at the EU level and within the following jurisdictions: Belgium, France, Lithuania, Poland, Spain and Sweden. Special attention has been given to the recently adopted CDSM Directive, provisions of which are being currently implemented by EU Member States.
This deliverable describes the activities carried out during the first six months of the inDICEs project within Work Package 2 (WP2) by the different partners and summarizes the results achieved by this work package.
The document provides a detailed overview of the current and upcoming IP legal framework affecting the activities of the CHIs. It will raise awareness of the legal constraints and opportunities that result from the IP framework applicable at the EU level. Increasing their knowledge of IP laws will help CHIs to develop innovative business models and to overcome bottlenecks in the use and re-use of creative content under their collections.
In addition, this study will also describe other non-IP related rules that may have an impact on digitization and use and re-use of cultural content under the collections of CHIs and on access and promotion of culture and knowledge.
It is essential to ensure that CHIs are fully aware of the impact that intellectual property (hereinafter ‘IP’) rules, and in particular of copyright legislation, make on their core activities, such as with respect to access, use and re-use of cultural content.
The first WP2 deliverable (Deliverable 2.1) of this project aimed at mapping the relevant IP rights (IPRs) at EU and international level. This deliverable, titled ‘Legal comparative analysis for a multi-level relationship involving CHIs’ focuses on comparative analysis of the relevant copyright-related provisions that impact the activities carried out by CHIs. The legislative framework of six selected Member States (Belgium, France, Lithuania, Poland, Spain and Sweden) is compared in this study. The jurisdictions were selected based on the agreement made with a partner H2020 project, reCreating Europe, where other EU national jurisdictions will be analysed.
This Deliverable (D2.3) analyses licensing models that cultural heritage institutions (hereafter ‘CHIs’) can rely on to obtain the necessary rights from relevant copyright rightsholders to digitize and display their collections online. Since CHIs are often not the rightsholders of the shared works, they are required to obtain authorization from rightsholders (if the works are protected by copyright or related rights), unless they can rely on applicable exceptions or limitations.
The process of obtaining the necessary scope of rights remains burdensome, complex and costly for CHIs. The obligation to acquire the authorization, at times even on an individual basis, may negatively affect the daily operations of CHIs. In fact, many CHIs struggle to stay connected with their audience in the Digital Single Market (hereafter ‘DSM’). To continue to be relevant and fulfil their core mission of promoting access to culture, they are encouraged to share their collections online. This need was especially evident during the COVID-19 pandemic. Whereas CHIs may have previously established a licensing agreement with the relevant rightsholders and acquired the right to display the works ‘offline’, the underlying license may not cover potential re-uses, preventing CHIs from digitizing the works and sharing them online.
This deliverable describes the activities carried out during the last year of the inDICEs project within Work Package 2. It presents a framework for assessing the impact of legal and policy instruments in the cultural heritage sector, and applies this evaluative framework to the relevant provisions of the new European Directive on Copyright in the Digital Single Market. Deliverable D2.4. departs from the results obtained in Project inDICEs, and presents a thorough theoretical evaluation of the new Directive, relying on authoritative literary sources, complemented by input from advocacy groups and other legal research projects focused on the cultural heritage sector (such as Project ReCreating Europe).
This deliverable describes the work lead by WP2 and developed in collaboration with multiple WPs to develop a model for an informational tool denominated as the “Copyright Chart”. The process of designing the tool, refining user specifications, selecting content, and outlining relevant information is described in detail.
Within the inDICEs project, we aim to understand the effects of the digital revolution on modes of cultural and creative production and on their economic and social impact. The task Policy analysis of value chains for CHIs in the Digital Single Market (T 3.1) was focused on the analysis of the value chains for CHIs in the DSM to contribute to the understanding of current business models of interaction between CHIs and creative industries and how such models can reinforce access to culture and European identity.
The task Policy analysis of value chains for CHIs in the Digital Single Market (T 3.1) was focused on the analysis of the value chains for CHIs in the DSM to foster the understanding of current business models of interaction between CHIs and creative industries and how such models can reinforce access to culture and European identity. Within the inDICEs project, we aim to understand the effects of the digital revolution on modes of cultural and creative production and on their economic and social impact. To achieve this, we decided to look at the CH sector in the context of the structural inter-dependencies and the impact it has on other sectors and societies. Taking into consideration the changing perception of the role and responsibilities of cultural heritage institutions, as well as the impact of the COVID-19 pandemic, in the following document we discuss the issue of the value of digital cultural heritage, focusing on the impact it has on societies and the European policies concerning digital heritage resources and the Digital Single Market and proposes a framework for understanding digital cultural heritage value chains, created on the basis of case studies analysis of the (re)use of digital cultural heritage.
This document presents digital transformation guidelines for cultural heritage institutions (CHIs). They situate digital transformation in the context of opening up GLAM collections, inspired by the work at Europeana Foundation, the Europeana Aggregators’ Forum and the Europeana Network Association. They are based on an in-depth review of the state-of-the-art in self-assessment instruments for heritage institutions, of which the inDICEs self-assessment tool is a further evolution,
taken on board insights and lessons learned from the COVID-19 crisis.
De D3.3 Infochart describing the CHIs DSM readiness Assessment Methodology gathers the infographics that were designed in the project for the development of the CHI readiness assessment methodology - the inDICEs Self-assessment tool - as well as for its dissemination. The graphic designs and representations will be used to convey the key concepts that drive the participatory innovation and its monitoring as is envisaged by inDICEs. They will be used in the final version of our D3.2 deliverable “Deliverable 3.2: Guidelines for CHIs Digital Transformation” and in the upcoming inDICEs MOOC. They will also be used in web communications for the project on the website and social media - Facebook, Twitter and Linked-In, and will be integrated in the participatory platform.
The infographics centre on the 4 monitoring domains identified for the self-assessment tool: Digital Trends and Participatory content, Empowering IPR for the commons, Invigorating Collaboration and Organisation Growth, Approaching Innovation and Digital Strategy. The infographics will become powerful communication tools for the project when we start to promote the self-assessment tool and the MOOC. They are meant to be styled in a consistent way, with the aim to appeal to a public of CHI professionals as well as senior management and decision makers. The design has been granted to a professional design bureau.
Part 1, “Digital Trends and Participatory content” contains infographics on the regimes of cultural production, the 8 impact areas of Culture 3.0, Data collection and analysis and also highlights project research results in this area. Part 2, “Empowering IPR for the commons, describes 5 steps for CHI’s to take when managing IPR for their collections, in light of their public mission of open access. Part 3, “Invigorating Collaboration and Organisation Growth” features graphics on the need for collaboration and the value creation chain. In the last section, Part 5, “Approaching Innovation and Digital Strategy” a set of 10 visualisations on this topic detail innovative workflows.
Disclaimers: This version 1.0. of the White Paper is the version created on the basis of the results of work in the project to date. The views and recommendations presented therein are therefore of a temporary nature, and may change in the further course of the project. The final version 2.0. of the recommendation will be prepared at the end of the project, after collecting the final results of the research work in all the work packages. In particular, the final version 2.0. of the recommendation will be supplemented with the results of empirical research carried out under WP1 on re-use and analytical work on the legal evaluation of the applicable regulations carried out under WP2.
This deliverable - White Paper with legal recommendations - summarises legal recommendations resulting from the analysis conducted in the inDICEs project addressing the European Commission and other policy makers active in the field of cultural heritage. The White Paper consists of three main parts: assumptions for legal recommendations, legal recommendations based on the work performed through a comparative cross-national legal analysis (WP2), legal recommendations based on value chains analysis - an outcome of the policy analysis. The basis for the development of these recommendations was the analytical work carried out as part of the inDICEs project. An important point of reference for the recommendations presented here was the understanding of the socio-economic values generated in the area of digital cultural heritage following the Culture 3.0 paradigm, which blurs the boundaries between producers and users, and thus makes it necessary to redefine the role of copyright itself and its normative shape in the new realm. To this end, the White Paper is based on three assumptions. It indicates, against the background of the traditional understanding of the role of copyright, the need to treat works not as property, but as heritage. Furthermore it relies on the culture cycle UNESCO approach providing the public mission carried out by cultural heritage institutions (CHIs) as of particular importance. Finally, the recommendations place the proposed changes in the copyright system in the context of the right to culture notion.
The white paper presents legal recommendations from research conducted in the inDICEs project addressing policymakers in the cultural heritage field on European and national levels. The recommendations rely on recognising the socio-economic values generated in digital cultural heritage following the Culture 3.0 paradigm by Pier Luigi Sacco. This paradigm blurs the boundaries between producers and users. “Cultural producers and users are enabled to interchange roles in a wide range of possibilities” . It thus makes it necessary to redefine the role of copyright 1 itself and its normative shape in the new realm of the heritage sector. Traditionally, the regulatory approach places the artwork understood as an object of ownership in the centre of attention, together with the market mechanisms of its production and distribution, and treats CHI's activity as a marginal element of the system. In contrast, the white paper approach places the artwork as part of the cultural heritage at the centre and CHI's activity as an essential aspect to extract from this heritage the socio-economic values. The traditional approach deprives society of these benefits by insufficient consideration of these values.
This is a set of policy recommendations designed to assist cultural heritage institutions (CHIs) in fulfilling their public mission in the digital realm: to further the democratic and community-focused digital transformation of CHIs, and to support access to, and the reusability of, digital cultural heritage, to better prepare CHIs for the digital transformation. The recommendations are authored by inDICEs1, a Horizon 2020 research project, however it is the end result of an inclusive, collaborative process led by inDICE partners and over fifty Europe-based heritage professionals.
The recommendations come in the context of major transitions under way in the cultural heritage sector (with COVID-19 spurring the need for new, hybrid models) and are intended to be implemented at the local, national, or European level by the key stakeholders of digital cultural heritage policies.
“Towards Community-Focused Cultural Heritage Institutions Operating in the Digital Realm” is a set of policy recommendations designed to assist cultural heritage institutions (CHIs) in fulfilling their public mission in the digital realm. Its goal is to further the democratic and community-focused digital transformation of CHIs, and to support access to, and the reusability of, digital cultural heritage.
The objective of this deliverable is to describe the research process and the resulting user scenarios that will be utilized as tools in the design and development of the inDICEs Open Observatory Platform. These processes have so far ranged in activities and research methodologies that allow for stakeholders to identify user needs and functional requirements that have then been translated into technical specifications, wireframes, and design schemes in terms of data architecture. This deliverable draws from the activities carried out during the first 10 months of the inDICEs project within Work Package 4 (WP4) by all consortium partners and describes the results achieved by this work package.
The deliverable also includes a set of wireframes and prototypes providing a preliminary illustration of the different functionalities of the platform. These have been presented and discussed with the project partners, who represent the platform’s end users, and incorporate the initial feedback received by them.
This deliverable provides the first of two reports of the project frontend applications, namely the Participatory Space, i.e., the collaborative environment developed in Task 4.2, and the Visual Analytics Dashboard developed in Task 4.3, as well as an overview of the inDICEs API Framework that is used to integrate and synchronise the various components. This deliverable provides the technical details and initial implementations of the inter-platform communication, including the components required for the proof of concepts reported in D4.1 User Scenarios and Wireframes Report.
This deliverable provides the second and final report covering the database and service layers. Together, these layers form the Open Observatory including (1) the Participatory Space, the collaborative environment developed in Task 4.2, (2) the Self Assessment Tool (SAT) as well as (3) the Visual Analytics Dashboard developed in Task 4.3. In addition to presenting technical details of the frontend components’ final implementation, D4.3 also outlines the inDICEs API Framework that is used for intra- and inter-platform communication.
The following Section 2 summarises the final System Architecture for data ingestion and data sharing between the inDICEs repositories and the services hosted by webLyzard, and the Decidim Participatory Space application of Platoniq. Section 3 then provides updates on the Participatory Space, highlighting the development of the Self Assessment Tool along with the developments of Platoniq to improve participant experience and the administrator tools. Subsequently, Section 4 introduces the new features of the Visual Analytics Dashboard (VAD), including both a PRO and a LITE version, and shows the integration of the latter into the Participatory Space in order to tie all components of the Open Observatory together. The last section summarises the current status and gives an outlook on further ideas and plans that emerged from the collaborative work in inDICEs.
This deliverable focuses on the process of developing a usable, accessible, and participatory digital platform that allows consortium partners and eventually a larger audience of participants to autonomously create and engage in digital collaborations and processes to forward the InDICEs agenda. In previous deliverables there has been extensive description of the partners on boarding journeys that has enabled them to assume administrative responsibilities and tasks as well as how outside cultural, heritage communities have been incorporated onto the platform.
Therefore, this deliverable will explore more of the technical developments and adaptations to innovate the Decidim platform and the process to engage partners in driving the design. For example, salient features that make this platform unique are the Self Assessment Tool (SAT), the exploration of participatory research, and the implementation of webLyzard technology (WLT) widgets. All of these features have prominently involved partners in the conceptualization, design, and development and this deliverable will discuss how partners have been integrated so that the platform reflects the collective force of the consortium partners. Finally, this deliverable will also explore the customizations, use of Github in the development of the project and the road ahead for 2021.
Ultimately, this deliverable aims to highlight the progress towards developing a free and open digital platform for participatory engagement that is practiced in not just the execution but also in the collaborative design of the platform and its tools and resources.
This deliverable outlines exercises and information to support the use of the Open Observatory and the Visual Analytics Dashboard. What is meant by supporting the use is empowering new participants, stakeholders and cultural heritage communities to not just participate but manage and administrate autonomously on the Open Observatory. The vivacity and diversity of a digital community arises through multiple stakeholders being able to self direct and best use the tools and resources of a digital platform to forward agendas that grow and resource their communities.
The inDICEs Open Observatory aims to be a digital space for innovation with diverse participation across Europe. This deliverable captures the work that has been done thus far to create reusable content that partners and stakeholders can use to onboard participants and create new communities, increase skills and capacities on the platform, develop a shared sense of governance within those communities and design community engagement with impact in mind. As in deliverable 5.6, this deliverable has implemented methods such as personas to create an understanding of what skills and topics would be necessary to onboard new stakeholders, enable them to be administrators, develop a framework for community engagement and governance, and work within transdisciplinary collaborations to share, develop, or even reuse research within the cultural heritage sector.
This deliverable focuses on the development and integration of the CHIs Self Assessment Tool initially conceived of in WP3 in Deliverable D3.2. The Self Assessment Tool (SAT) was first envisioned as an interactive resource where cultural heritage practitioners might learn how to ‘convert digital ambitions into digital strategies’ as well as gather data to evaluate their own performance. Concretely, the blueprint for the concept from WP3 would use a survey that covered specific thematic areas such as ‘Embracing Digital Trends and Participatory Culture’ and ‘Empowering IPR for the Commons’ and then based on the answers of the participants the tool would then provide participants with recommendations and enable them to see how their answers compare with the larger cultural heritage sector.
Deliverable D5.1 allows the project to identify and adopt specific communication strategies for each stakeholder group by analysing their interests and preferences. It will be used by M2 and published in M3, being updated quarterly thereafter as an internal reference with highlights included in the annual project report (D6.1). The document outlines the following points:
• performance metrics of various dissemination channels (blog posts, tweets, etc, as well as more traditional dissemination outputs such as white papers, conference papers, scholarly articles);
• overview of events attended;
• report on the status of collaboration with the other DT-GOV-13 funded project and other related initiatives.
This deliverable identifies suitable ways of enabling take-up of project results in order to achieve the expected outcomes in a sustainable way. The document draws from the activities carried out during the first 12 months of the inDICEs project within task 5.2 by consortium partners and describes the progress and next steps in the strategy for exploitation and sustainability of the project.
This deliverable is the second iteration of the Plan for Exploitation and sustainability of results of the inDICEs project. Similarly to the first version, this document identifies suitable ways of ensuring take‐up of project results in order to achieve the expected outcomes in a sustainable way.
The document draws from the first version of the deliverable and the activities carried out during the second year of the inDICEs project within task 5.2 by consortium partners. It describes the progress undertaken in the second year of the project, focusing on the exploitation strategy and the next steps in connecting inDICEs with the Europeana core services. The next and final iteration will contain a business plan and will be delivered on M36.
This deliverable is the third and final iteration of the inDICEs Plan for Exploitation and Sustainability. It presents a concrete strategy for the uptake of the project’s results by various stakeholders who will use and further build on them. The consortium has identified eight key exploitable assets that encapsulate the research findings and innovations produced during the course of the project. They can be divided into two categories: (i) Knowledge Assets: Policy and Legal Recommendations, Community Resources for Participatory Activities, Datasets, MOOC; and (ii) Technological Assets: inDICEs Open Observatory (including the Participatory Space and the Self-Assessment Tool), Visual Analytics Dashboard, Extensions to the Decidim Open Source Software.
The focus of this document is to outline a concrete and realistic approach for the exploitation and sustainability of each asset, including the resources required for their maintenance and partner responsibilities. It draws upon the commitment of individual inDICEs consortium partners to actively use the results in future activities as well as the relationships established with external parties who have shown interest in building upon the project’s activities.
The website http://indices-culture.eu was launched in January 2020. The aim was to create an userfriendly online environment where public information about the project can be shared.
This deliverable describes the activities carried out during the first year of the inDICEs project within Work Package 4 (WP4) and Work Package 5 (WP5) by the different partners and describes the results achieved by these work packages.
This deliverable outlines the work explicitly in connection to creating a sustainable participatory platform. Sustainable in this deliverable refers to the facet of management, community engagement, as well as user experience. Since the inception of the project, the end goal has been to create a digital space for cultural heritage institutions, organizations, and actors around Europe where they can connect, share information, and collaborate together using a host of tools, resources, and data generated by the consortium partners.
This deliverable provides an overview and summary of the three Consultation Workshops organized during the first and second of the inDICEs project within WP5 Dissemination, Stakeholder engagement and Exploitation. The document gives a summary and outlines the key outcomes of each of the workshops that served to engage with a wider stakeholder community to gather insights and feedback to inform the direction of the project.
This document presents the development of a Massive Online Open Course (MOOC) on “Developing digital transition strategies for Cultural Heritage Institutions” to support cultural organizations in understanding the potential of Digital Transformation in the cultural sector and in developing a digital strategy. It describes the content and the stages necessary for the realization of the course, which was officially launched on September 26, 2022.
This deliverable provides an overview of the Capacity Building strategy, which will be carried out during the second and third year of the inDICEs project within WP5 Dissemination, Stakeholder engagement and Exploitation. The document outlines the goals of the Capacity-Building plan and identifies and defines the target audiences of this strategy. Taken from the previous, the document defines the activities and resources that partners of the project will organize to ensure the successful use and uptake of the Open Observatory platform and outcomes of the project by target audiences. This report is the first iteration of two versions. The second version will provide the results of the activities hereby described.
This deliverable provides an overview of the Capacity-Building strategy, which was carried out during the second and third year of the inDICEs project within WP5 Dissemination, Stakeholder engagement and Exploitation. The document analyses the outcomes of the Capacity-Building plan and identifies the reach of the project toward the target audiences. Taken from the previous report, the document defines the activities and resources that partners of the project have organised to ensure the successful use and uptake of the Open Observatory platform and outcomes of the project by target audiences. This report is the second iteration of two versions and has been updated accordingly with the activities held within the project. This second version provides the results of the activities hereby described.