Brislinger, Evelyn

Davari, Masoud

Klas, Claus-Peter

Kurti, Dafina

National Centre for Research Methods: NCRM EPrints Repository

1 This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 654221. www.seriss.eu @SERISS_EU  Evelyn Brislinger, Dafina Kurti, Masoud Davari,  Markus Quandt, Claus-Peter Klas (GESIS) 8th ESRC Research Methods Festival 5th July 2018  Trialling a new  Survey Project Management Portal  on the European Values Study 2017 2 This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 654221. www.seriss.eu @SERISS_EU  Rationale for a Survey Management Platform  (SMaP) Challenges  High communication cost, loads of e-mails, attachments, spread sheets  Difficult navigation between tools throughout the project lifecycle  Lack of monitoring capacity and loss of information  Our Solution  A virtual environment for all actors involved and information transferred  Combine project and data management applications  Provide ‘software as a supported service’ to survey projects 3 This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 654221. www.seriss.eu @SERISS_EU  Main building blocks SMaP Project lifecycle phases Organisational structure of survey project  Portal structure, tools, workflows Pilot ‚myEVS portal’  Transparency for all portal members   Easy and secure access to information  Support of communication & collaboration Main goals 4 This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 654221. www.seriss.eu @SERISS_EU  European Values Study (EVS) The EVS is a large-scale and cross-national survey research program on basic human values. It is a unique research project on how Europeans think about life, family, work, religion, politics and society. It started in 1981 and is repeated every nine years.                                                                                                                                             http://www.europeanvaluesstudy.eu  Profile of the pilot:  Survey project: EVS wave 2017   Actors: EVS planning groups, national EVS teams, external experts, data archive  Time period: start of preparations in 2015, start of fieldwork in Sep 2017,  full data release planned for the end of 2019  Project lifecycle phases: planning phase, consultation process, fieldwork,  data deposit and data processing  Key communication/cooperation: between central teams and national teams 5 This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 654221. www.seriss.eu @SERISS_EU  Actors agreed on the milestones SMaP developments myEVS deployment EVS 2017 deadlines 6 This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 654221. www.seriss.eu @SERISS_EU  Defined tasks and workflows Web pages  for common information Workspaces  for team-specific information  Central team National team Contact person Shared folder Main workflows on myEVS  7 This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 654221. www.seriss.eu @SERISS_EU  myEVS: Landing page A  Project lifecycle phases  Quick Helps  B  Guideline documents  Current status   My workspaces C  Announcements   Portal members online  Quick Tips  Events   A B C 8 This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 654221. www.seriss.eu @SERISS_EU  myEVS: Workspaces Workspaces allow  To quickly switch between tools  Stay informed about team activities  Manage contents that are private for the team  Exchange information with other teams  Posts, tasks, upload/edit files trigger notifications. A workspace is featured by tools  Activity Stream is for communication between  team  members  Tasks supports workflow management  Documents provides access to files shared  Wiki collects workflow information  Agenda informs about central and team events   FW Report form covers FW outcomes codes  Members always gives an overview of  workspace members 9 This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 654221. www.seriss.eu @SERISS_EU  Example: Keep guideline documents updated Contact persons support communication between national and central teams   National team posts a question  on Activity Stream   Contact person transfers question  to central team  Experts comment on posted question   Contact persons transfer decision  back to national team  Central team updates guideline documents if necessary  Claudia Brunori: myEVS Background activities of the central team.  EVS Workshop, Cologne, 15 March 2018. Online discussions replace e-mails 10 This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 654221. www.seriss.eu @SERISS_EU  Example: Support fieldwork progress Linked online forms feature reporting & monitoring process   Central team provides templates prior FW  National team fills in information at agreed intervals  Central team monitors compiled results across countries  Central team publishes summarized results along with the data  Fieldwork monitoring  by central team Fieldwork reporting by national team 11 This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 654221. www.seriss.eu @SERISS_EU  Example: Compile methodological information Ease compilation, review and release of information   Central team provides PDF document  as part of guidelines  National team fills in information after FW  Central team approves information  Central team published information as Method Report Methodological Questionnaire online form 12 This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 654221. www.seriss.eu @SERISS_EU  Current state 139 portal members from 44 countries  work in multiple teams  and workspaces  access and provide required information  collaborate within and across teams  discuss substantive and methodological problems   complete project  lifecycle phases  The current state of work in the phases of the EVS2017 lifecycle  13 This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 654221. www.seriss.eu @SERISS_EU  First conclusion  It is possible To adapt portal software to the needs of survey projects To manage projects with distributed actors in a virtual environment  To attract researchers to replace e-mails by online communication   Big benefits are Transparency for all portal members across the project lifecycle  Online collaboration of actors to generate real-time results Standardized workflows and structured repositories at the end   Challenges identified so far The portal only lives and attracts its members if it is continuously maintained For larger projects, maintenance requires a resourceful central team Some tools need further development to fit workflow requirements      14 This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 654221. www.seriss.eu @SERISS_EU  myEVS is supported by Members of the central EVS team at Tilburg University:  Ruud Luijkx (team lead), Angelica Maineri, Claudia Brunori,  Laura Tanzini, Laura Barbonetti, Lucilla Losi at GESIS:  Markus Quandt, Evelyn Brislinger, Ivet Solanes, Andrea Kuczora, Nora Huth, Isabell Cohrs Members of the SERISS project:  SMaP Manager: Dafina Kurti (GESIS) Developer: Masoud Davari (GESIS) myEVS Manager: Evelyn Brislinger (GESIS) Alexandra Stam, Brian Kleiner (FORS) Team Leads: Markus Quandt and Claus-Peter Klas (GESIS) 

Trialling a new Survey Project Management Portal on the European Values Study 2017

http://eprints.ncrm.ac.uk/4220/1/SERISS_ESRC_RMF_SMaP_myEVS_July_2018.pdf

Trialling a new Survey Project Management Portal on the European Values Study 2017

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