D1.5 H2IOSC Forum Report

1
CALL
Minis y o Uni e si y and Resea ch (MUR),
Di ec o a e
-
Gene al o In e naonalizaon and Communicaon, Noce
D.D. 3264 da ed 28/12/2021.
Mission 4 "Educaon and Resea ch" - Componen 2 "F om
esea ch o en e p ise" - In es men Line 3.1 "Fund o he
ealizaon o an in eg a ed sys em o esea ch and inno aon
in as uc u e", Acon 3.1.1 "C eaon o new IRs o
s eng hening o exisng ones ha con ibu e o Ho izon
Eu ope's Scienfic Excellence objec es and ne wo king"
PROJECT TITLE
Humanies and cul u al He i age Open Science Cloud
PROJECT ACRONYM
H2IOSC
PROJECT ID
IR0000029
PROJECT WEBSITE
hps://www.h2iosc.cn .i
CUP B63C22000730005
WP
WP1 “P ojec and Financial Managemen , Quali y Assu ance”
OU OU 1 OVI-CNR
DELIVERABLE NUMBER
1.5
DELIVERABLE TITLE
H2IOSC
Fo um Repo
EXPECTED DELIVERY DATE
3
0
/
04
/202
5
ACTUAL DELIVERY DATE
31/10/2025
This p ojec
is unded by he Eu opean Union
-
Nex Gene aonEU. The iews and opinions
exp essed a e only hose o he au ho s and do no necessa ily eflec hose o he Eu opean
Union o he Eu opean Commission. Nei he he Eu opean Union no he Eu opean
Commission can be held esponsible o hem.
2
AUTHOR(s)
O ganizaon Name Con ac in o maon
CNR
-
OVI
Emiliano Degl’Innocen
emiliano.deglinnocen@cn .i
CNR
-
ISP
C
Ve onica Colau
e onica.colau@cn .i
CNR
-
OVI
Alessia Spadi
alessia.spadi@cn .i
CNR
-
OVI
I ene Falini
i
ene. alini@cn .i
CNR
-
ISPC
C isna Massi Benede
c isna.massibenede@cn .i
ABSTRACT
D1.5 is a p accal esou ce o
unde s and and consolida e he p ojec ’s acqui ed knowledge,
offe ing aluable suppo o he P ojec decision-making s uc u e in achie ing p ojec
objec es. The p ima y objec e o D1.5 is o assess he implemen aon condions o he
H2IOSC p ojec ac oss a ious hemac issues, including: i) ac ies o he RIs nodes; ii)
connecon and effec e implemen aon o policies and guidelines defined by he
ede aon; iii) syne gies wi h o he ele an ac o s; i ) coo dinaon and managemen o
acilies, ools and se ices; ) definion and implemen aon o s a egic documen s
(business models, ne wo king ac ies, echnology and skills ans e , ou each); i)
moni o ing and e aluaon ac ies.
This e sion p o ides an upda ed s a e o he a o he P ojec as well as he ou line o he
KPIs defined o each dashboa d so o ha e a comple e iew o H2IOSC implemen aon
condions.
3
TABLE OF CONTENTS
LIST OF ACRONYMS
LIST OF FIGURES
LIST OF TABLES
1. INTRODUCTION
1.1 Backg ound and P ojec O e iew
1.2 Pa cipang In as uc u es
1.3 Building he H2IOSC Fede aon
1.4 P ojec S uc u e
1.5 H2IOSC Sha ed Goals: Key Ac ies, Key Exploi able Resul s
1.6 Pu pose and Objec es o he Deli e able
2. METHODOLOGY
2.1 App oach and amewo k o assessing implemen aon condions
2.2 Da a collecon and analysis me hods
3. PROPOSED SOLUTIONS
3.1 O e iew o p oposed soluons and s a egies o add ess idenfied issues
3.1.1 In as uc u e Node Pe o mance Dashboa d
3.1.2 Policy and Guideline Compliance Dashboa d
3.1.3 Pa ne ship and Ne wo king Pe o mance Dashboa d
3.1.4 Facilies, ools and Se ices Managemen Dashboa d
3.1.5 S a egic De elopmen and Collabo aon Dashboa d
3.1.6 Pe o mance Measu emen and Assessmen Dashboa d
3.2 Desc ipon o ac o s in ol ed and he expec ed impac on implemen aon condions
4. CONCLUSIONS AND RECOMMENDATIONS
5. UPDATES AND CONTINUOUS MONITORING
4
LIST OF ACRONYMS
A
Ac i y
CNR Consiglio Nazionale delle Rice che
CLARIN
Common Language Resou ces and Technology In as uc u e
D Deli e able
DARIAH
Digi al Resea ch In as uc u e o he A s and Humanies
EOSC
Eu opean Open Science Cloud
ERIC Eu opean Resea ch In as uc u e Conso um
ERA
Eu opean Resea ch A ea
ESFRI Eu opean S a egy Fo um on Resea ch In as uc u es
EU
Eu opean Union
E
-
RIHS
Eu opean
R
esea ch
I
n as uc u e o
H
e i age
S
cience
FAIR
Findable, Accessible, In e ope able and Reusable
FOE
Fondo O dina io pe gli En e le is uzioni di ice ca
GLAMs
Galle ies, Lib a ies, A chi es, and Museums
H2IOSC Humanies and cul u al He i age I alian Open Science Cloud
ICT
In o maon and communicaons echnology
IPR
In ellec ual P ope y Righ s
KA
Key Ac ies
KER
Key Exploi able Resul s
KPI Key Pe o mance Indica o s
MUR
Minis e o dell'uni e si à e della ice ca
OPERAS
Open schola ly communicaon in he Eu opean esea ch a ea o social
sciences and humanies
OU
Ope aonal uni
OVI Ope a del Vocabola io I aliano
PNIR
Piano Nazionale pe le In as uu e di Rice ca
PNR
Piano Nazionale della Rice ca
PNRR Piano Nazionale di Rip esa e Resilienza
5
RI
Resea ch In as uc u e
SSH Social Sciences & Humanies
SSHOC
Social Sciences & Humanies Open Cloud
TRL Technology Readiness Le el
WP
Wo k Package

6
LIST OF FIGURES
Figu e numbe Figu e name
1
H2IOSC Te i o ial Nodes (DCs)
2 WPs In e elaons
3
Sha ed
O
bjec es, Key Exploi able Resul s, Key Ac ies
LIST OF TABLES
Table numbe Table name
1 Ta ge ed Resea ch In as uc u es (RIs)
7
1. INTRODUCTION
1.1 Backg ound and P ojec O e iew
H2IOSC (Humanies and cul u al He i age I alian Open Science Cloud1) is a p ojec
coo dina ed by he I alian Consiglio Nazionale delle Rice che and designed o c ea e a
ede a ed and inclusi e clus e o 4 Resea ch In as uc u es (RIs) in he ESFRI domain o Social
and Cul u al Inno aon, o enable esea che s om a ious disciplines in he fields o
humanies, language echnologies and cul u al he i age o collabo a e in esea ch by sha ing
ools, se ices and da a.
1.2 Pa cipang In as uc u es
H2IOSC o esees he collabo aon o he I alian nodes o 3 ESFRI Landma ks in Social and
Cul u al Inno aon CLARIN2 , DARIAH3, E-RIHS4 and he p ojec OPERAS5
In he able below a b ie desc ipon o each pa cipang RI is p o ided, acco ding o Pa 3
o he ESFRI Roadmap 20216:
RI
Name
ESFRI Roadmap Desc ipon
CLARIN
The Common Language Resou ces and Technology In as uc u e (CLARIN) is a
dis ibu ed Resea ch In as uc u e ha p o ides easy and sus ainable access
o schola s in he Humanies and Social Sciences o FAIR digi al language da a
− in w ien, spoken o mulmodal o m − and ad anced ools o disco e ,
explo e, exploi , anno a e, analyze o combine hem, independen o hei
locaon. CLARIN is building a ne wo ked ede aon o language da a
eposi o ies, se ice cen es and cen es o expe se, wi h single sign-on
access o all membe s o he academic communi y in all pa cipang
coun ies. Tools and da a om diffe en cen es a e in e ope able, so ha da a
collecons can be combined and ools om diffe en sou ces can be chained
o pe o m complex ope aons o suppo esea che s in hei wo k. En e ed
in he ESFRI Roadmap 2016, CLARIN became a Eu opean Resea ch
In as uc u e Conso um (ERIC) in 2012. Since se e al coun ies ha e joined
ei he as ull Membe , o as Obse e . The ulma e goal is o include all
Eu opean coun ies as well as any in e es ed hi d coun ies in o ou side
Eu ope. Mos ope aons, se ices and cen es o he CLARIN in as uc u e a e
p o ided and unded by CLARIN Membe s (and Obse e s). They se up a
naonal conso um, ypically consisng o uni e sies, esea ch ins uons,
lib a ies and public a chi es, o which a leas one has he s a us o CLARIN
Cen e which is expec ed o c ea e and p o ide access o digi al language da a
collecons, and digi al ools and expe se o esea che s o wo k wi h hem.
DARIAH The Digi al Resea ch In as uc u e o he A s and Humanies (DARIAH) is a
dis ibu ed Resea ch In as uc u e o enhance and suppo digi ally enabled
1 See: hps://www.h2iosc.cn .i (las checked 27.02.2024)
2 See: hps://www.cla in.eu/ (las checked 27.02.2024)
3 See hps://www.da iah.eu/ (las checked 27.02.2024)
4 See: hps://www.e- ihs.eu/ (las checked 27.02.2024)
5 See: hps://ope as-eu.o g/ (las checked 27.02.2024)
6 See: hps:// oadmap2021.es i.eu/ (las checked 27.02.2024)
8
esea ch and eaching o A s and Humanies. DARIAH is a ne wo k o people,
expe se, in o maon, knowledge, con en , me hods, ools and echnologies
om i s membe coun ies. I de elops, main ains and ope a es an
In as uc u e ha sus ains esea che s in building, analyzing and in e p eng
digi al esou ces. By wo king wi h communies o p acce, DARIAH b ings
oge he s a e-o - he-a digi al a s and humanies ac ies and scales hei
esul s o a Eu opean le el. I p ese es, p o ides access o and dissemina es
esea ch ha s ems om hese collabo aons and ensu es ha bes p acces,
me hodological and echnical s anda ds a e ollowed. En e ed in he ESFRI
Roadmap 2006, DARIAH was es ablished as a Eu opean Resea ch
In as uc u e Conso um (ERIC) in 2014. DARIAH was awa ded Landma k
S a us in 2016 as a Resea ch In as uc u e ha eached i s Implemen aon
Phase and was conside ed a pan-Eu opean hub o scienfic excellence.
Cu en ly, DARIAH has 20 Membe s, one Obse e and se e al Coope ang
Pa ne s in six non-membe coun ies. S uc u ally, DARIAH ope a es h ough
he Eu ope-wide ne wo ks o he Vi ual Compe ency Cen es (VCCs) and hei
cons uen Wo king G oups. Each o he ou VCCs is c oss-disciplina y, mul-
ins uonal, in e naonal and cen ed on a specific a ea o expe se. Wi hin
his s uc u e, DARIAH has o e 20 dynamic Wo king G oups o in eg a e
naonal se ices unde specific ope aonal ca ego ies.
E-RIHS
The Eu opean Resea ch In as uc u e o He i age Science (E
-
RIHS) is a
dis ibu ed Resea ch In as uc u e o suppo esea ch on he i age
in e p e aon, p ese aon, documen aon and managemen . E-RIHS
deli e s in eg a ed access o expe se, da a and echnologies h ough a
s anda dized app oach, and in eg a e wo ld-leading Eu opean acilies in o an
o ganizaon wi h a clea iden y and a s ong cohesi e ole wi hin he global
he i age science communi y. Th ough in e disciplina y access o he ou
plao ms – E-RIHS ARCHLAB, E-RIHS DIGILAB, E-RIHS FIXLAB, E-RIHS MOLAB –
E-RIHS suppo s a wide a ie y o esea ch, om smalle objec - ocused case
s udies o la gescale and longe - e m collabo a e p ojec s, and smula es
inno aon in ins umen aon, po able echnologies and da a science. The
long-- e m adion o his field o esea ch, he abili y o combine science
wi h inno aon, and he suppo p o ided by EU- unded p ojec s and
in eg ang ac ies such as EUARTECH, CHARISMA, IPERION CH and IPERION
HS in conse aon science, and ARIADNE in a chaeology, ep esen he
backg ound o E-RIHS. En e ed in he ESFRI Roadmap 2016, E-RIHS was
es ablished as a Eu opean Resea ch In as uc u e Conso um (ERIC) in 2025.
I offe s access o a wide ange o fixed and mobile ins umen s in naonal
acilies o ecognized excellence, physically accessible collecons/a chi es
and i ually accessible he i age eposi o ies o s anda dized da a s o age,
analysis and in e p e aon.
OPERAS
The OPen schola ly communicaon in he Eu opean Resea ch A ea o Social
Sciences and Humanies (OPERAS) is a dis ibu ed RI o enable Open Science
and upg ade schola ly communicaon p acces in he Social Sciences and
Humanies in line wi h he EOSC. OPERAS pools esou ces and offe s se ices
o enable all SSH s akeholde s o s eamline hei ac ies and maximize he
9
socie al impac , in an in e disciplina y, mission
-
d i en app oach. OPERAS
os e s he co-c eaon and adopon o schola ly communicaon se ices
add essing esea ch needs in e ms o disco e y, con en c eaon, quali y
assu ance, disseminaon, ou each, and e aluaon o ou pu s. I ca alyses
knowledge and know-how sha ing, p acces adopon, and inc eases e u n
on socio-economic in es men s. The OPERAS Concep and Design Phase da es
back o 2012- 2018 when he coo dina ed acons o es ablish he ne wo k and
shaping he p ojec began. This effo leads o he ecognion o OPERAS as a
p ojec add essing High s a egic po enal a ea o esea ch in SCI in he ESFRI
Roadmap 2018. OPERAS s a ed i s P epa aon Phase in 2019 by de eloping
he business plan and go e nance model and p omong se ices c eaon and
alignmen o EOSC ca alogue and ansnaonal access. In 2019, OPERAS
es ablished he s a us o In e naonal non-p ofi Associaon unde Belgian
law (AISBL). En e ed he ESFRI Roadmap 2021, OPERAS is s i ing o efficien ly
gua an ee an efficien mo e o he Ope aon Phase wi h a cohe en app oach
o echnical, adminis a e, and financial issues and he es ablishmen o
OPERAS ERIC.
Table 1. Ta ge ed Resea ch In as uc u es (RIs)
The ac ies o he I alian naonal nodes o he abo e RIs a e coo dina ed by CNR ins u es,
namely: CNR-OVI (DARIAH), CNR-ISPC (E-RIHS), CNR-ILC (CLARIN) and CNR-ILIESI (OPERAS).
The s a egic ole o each naonal node is ep esen ed by he “High P io i y” label awa ded
by he I alian Minis y o Uni e si y and Resea ch (MUR) in he con ex o he I alian Naonal
Roadmap o Resea ch In as uc u es (Piano Nazionale pe le In as uu e di Rice ca – PNIR).
The PNIR is he I alian s a egic p og am aimed a p omong he c eaon, expansion, and
enhancemen o esea ch in as uc u es in he coun y. PNIR is managed by he Minis y o
Uni e si y and Resea ch (MUR) and aims o imp o e he accessibili y and quali y o I alian
esea ch in as uc u es, os e ing collabo aon be ween ins uons and p omong
in e naonal pa cipaon.
PNIR ocuses on a ious esea ch a eas, including humanies and social sciences and aims o
p o ide he scienfic communies o e e ence wi h ad anced equipmen , such as
labo a o ies, high-pe o mance compung cen e s, specialized esea ch acilies, scienfic
da a a chi es, and o he esou ces necessa y o conduc high-quali y esea ch.
Th ough PNIR, he I alian go e nmen seeks o p omo e compe eness and excellence in
naonal esea ch, as well as a ac and e ain alen ed esea che s. The p og am also
suppo s collabo aon be ween public and p i a e esea ch ins u es, uni e sies,
businesses, and o he s akeholde s in he scienfic and echnological sec o .
PNIR is a long- e m inia e ha in ol es planning, esou ce allocaon, and moni o ing o
esea ch in as uc u es in I aly. The goal is o c ea e an en i onmen conduci e o
in e naonally ecognized esea ch and con ibu e o he coun y's economic g ow h and
scienfic ad ancemen .
The daily ope aons o he said naonal nodes a e suppo ed by specific unding measu es
g an ed annually o CNR by MUR (Fondo O dina io pe gli En e le is uzioni di ice ca – FOE).
16
 Key Ac ies: Design and de elopmen o scalable and ex endable pilo
plao ms, in eg aon o se ices and in e aces, accommodaon o new
esou ces and da a.
 Key Exploi able Resul : Scienfic pilo plao ms ha b ing oge he domain-
specific se ices and in e aces, suppo ng esea che s in execung specific
scienfic wo kflows and acili ang collabo aon ac oss disciplines.
6. Sha ed Goal: T aining esou ces and plao ms o FAIR and Open Science p inciples.
 Key Ac ies: De elopmen o online lea ning en i onmen s, c eaon o
aining ma e ials and modules, cus omizaon o diffe en disciplines and
expe se le els.
 Key Exploi able Resul : T aining plao ms ha p o ide esea che s wi h access
o educaonal esou ces and cou ses on FAIR and Open Science p inciples,
p omong he adopon o bes p acces and enhancing use s' skills and
compe encies.
In a nu shell, he pa h om Sha ed Goals o Key Exploi able Resul s in ol es defining Key
Ac ies ha lead o he execuon o specific acons wi hin he p ojec . These ac ies
ulma ely gene a e angible esul s ha align wi h he Sha ed Goals and ha e he po enal
o u he exploi aon, c eang economic o socie al alue. This en e p ocess is a he co e
o he H2IOSC ope aon and implemen aon condions and will e en ually impac he
definion o a sound s a egy (among o he hings) o he p ojec ’s Value P oposion and
Sus ainabili y. Fo his eason is c ucial o moni o he p ocess wi h specific ools, such as
Dashboa ds (see below, Secon 1.6 Pu pose and Objec es o he Deli e able) and o he ools
acking p og ess, e aluang pe o mance, acili ang decision-making, p omong
anspa ency, managing isks, and ensu ing effec e documen aon and epo ng. These
ools should p o ide a comp ehensi e and isual o e iew o he p ojec 's implemen aon,
enabling s akeholde s o opmize esou ce allocaon, add ess challenges, and ulma ely
maximize he p ojec 's alue p oposion and sus ainabili y.
1.6 Pu pose and Objec es o he Deli e able
Acco ding o he Technical Annex: “D1.5 is he ou pu o A1.5 and will consis o a se o
documen s assessing he implemen aon condions o he H2IOSC p ojec , p o iding o he
P ojec Manage and he decision-making s uc u e insigh s ela ed o diffe en hemac
issues ha may ep esen a boleneck as well as suggesng p agmac soluons o deli e on
me and wi hin budge ”. Based on he con ex desc ibed in he p e ious secons, “ he pa h
om Sha ed Goals o Key Exploi able Resul s”, is “a he co e o he H2IOSC ope aon and
implemen aon condions” and should be ca e ully moni o ed, using specific ools.
As desc ibed in D1.1 and u he explained in he ollowing pa ag aphs (see, Secon 2.1, poin
6, Moni o ing and E aluaon) H2IOSC is al eady using a numbe o ools o moni o ing and
epo ng, which, howe e , should be in eg a ed o ully exploi he po enal o he acqui ed
knowledge, and offe suppo o he P ojec decision-making s uc u e in achie ing he
scienfic objec es se ou in echnical annex (i.e. he Sha ed Goals).
Thus D1.5 plays a i al ole in he H2IOSC p ojec . I encompasses a comp ehensi e se o
ecommendaons ha will help and suppo he e aluaon o he p ojec ’s implemen aon

17
condions. The p ima y objec e o D1.5 is o p o ide he P ojec decision-making s uc u e
wi h aluable insigh s conce ning hemac issues ha may pose bolenecks o he p og ess
owa ds he Sha ed Goals, including, bu no limi ed o:
- O e seeing he ope aons o he RIs nodes;
- Ensu ing he adhe ence and success ul execuon o policies and guidelines se by he
ede aon;
- Facili ang collabo aon wi h o he pe nen s akeholde s;
- S eamlining coo dinaon and managemen o acili y, ool, and se ice de elopmen
o enhancemen ;
- P o iding assis ance in defining and implemenng business models, while encou aging
ne wo king, ou each, and echnology and skills sha ing;
- Assisng in he moni o ing and e aluaon o ac ies.
Fu he mo e, his deli e able suppo s he elabo aon o possible p agmac soluons aimed
a ensu ing he achie emen o he p ojec objec es (i.e. he Sha ed Goals) o ganized in
dashboa ds, wi h he ollowing ocuses:
- In as uc u e Node Pe o mance Dashboa d
- Policy and Guideline Compliance Dashboa d
- Pa ne ship and Ne wo king Pe o mance Dashboa d
- Facilies, ools and Se ices Managemen Dashboa d
- S a egic De elopmen and Collabo aon Dashboa d
- Pe o mance Measu emen and Assessmen Dashboa d
A dashboa d is a isual in e ace ha p o ides an o e iew o ele an in o maon and key
pe o mance indica o s in a clea and concise manne , allowing use s o moni o and ack
specific aspec s o a sys em o p ocess.
The dashboa ds menoned wo k by agg egang and displaying eal-me da a and insigh s
ela ed o he espec e ac ies (i.e. Key Ac ies). They p esen me ics, ends, and
isualizaons ha enable use s o assess he pe o mance, compliance, pa ne ships,
managemen , s a egic de elopmen , and o e all effec eness o he co esponding a eas
wi hin he ede aon. Use s a e able o access and in e p e he in o maon p esen ed on he
dashboa ds o make in o med decisions, iden y a eas o imp o emen , and ensu e efficien
and effec e ope aons owa ds he achie emen o he Sha ed Goals and he ac ual deli e y
o he Key Exploi able Resul s.
2. Me hodology
2.1 App oach and amewo k o assessing implemen aon condions
As s a ed be o e WP1 "P ojec and Financial Managemen , Quali y Assu ance" is p ima ily
ocused on ensu ing he success ul achie emen o he P ojec ’s objec es, miles ones, and
deli e ables while main aining adhe ence o budge cons ain s. I also plays a c ucial ole in
es ablishing effec e communicaon channels and managing ex e nal in e acons be ween
he P ojec and a ious s akeholde s, pa cula ly he Minis y o Uni e si y and Resea ch
(MUR). One o he key esponsibilies o WP1 is o es ablish p ojec ag eemen s and ensu e
18
compliance wi h he ules and epo ng equi emen s se by he minis y and PNRR (Naonal
Reco e y and Resilience Plan).
A significan objec e o WP1 is he es ablishmen o a decision-making amewo k, as
de ailed in Secon 4 (Decision Making) o D1.1 (Quali y assu ance plan, guidelines, p ojec
handbook)8. This amewo k is designed o acili a e p omp and coo dina ed communicaon
be ween he ac o s in ol ed in H2IOSC, as desc ibed in Secon 3 o D1.19, including Ope a e
Uni s (OUs) and Resea ch In as uc u es (IRs), enabling efficien decision-making p ocesses
wi hin he p ojec o ensu e he achie emen o he Sha ed Goals.
Mo eo e , WP1 akes on he esponsibili y o clea ly defining accoun abili y ac oss all le els
o he p ojec . This ensu es ha e e yone in ol ed in he p ojec unde s ands hei specific
oles and esponsibilies, p omong efficien collabo aon and effec e execuon o asks.
A sha ed go e nance s uc u e is c ucial o ensu e he achie emen o Sha ed Goals and
acili a e he pa h om Sha ed Goals o Key Exploi able Resul s. I p omo es alignmen ,
collabo aon, s a egic decision-making, esou ce mobilizaon, moni o ing, accoun abili y,
s akeholde engagemen , and long- e m sus ainabili y. A well- unconing sha ed go e nance
s uc u e enhances he p ojec 's effec eness, ele ance, and o e all impac .
In his con ex Task 1.5 "Fo um: p omong sha ed go e nance o he H2IOSC ede aon",
plays a c ucial ole in seng up he opmal condions o p o ide p accal assis ance o he
decision-making s uc u e o he H2IOSC p ojec . This ask encompasses se e al key
esponsibilies, including:
1) Moni o ing RIs Ac ies: Task 1.5 in ol es moni o ing he ac ies o he Resea ch
In as uc u es (RIs) nodes wi hin he p ojec . This includes acking hei p og ess,
ensu ing compliance wi h p ojec guidelines, and iden ying any po enal issues o
obs acles. This ac i y is unde aken (inially) in close collabo aon wi h WP4 which
is he esponsible o seng up he H2IOSC e i o ial nodes, and hen ex ended o
o he WPs, o include and ep esen all he ele an Key Exploi able Resul s (see abo e,
Secon 1.5: H2IOSC Sha ed Goals: Key Ac ies, Key Exploi able Resul s).
2) Implemen aon o Policies and Guidelines: I is esponsible o ensu ing he
connecon and effec e implemen aon o policies and guidelines es ablished by he
ede aon. This helps main ain consis ency and cohe ence ac oss he p ojec ,
p omong unified decision-making p ocesses. This ac i y is unde aken in close
collabo aon wi h WP3 which is he esponsible o seng up he H2IOSC digi al
esou ces alignmen and policies amewo k, and hen ex ended o he o he WPs (i.e.
WP2, WP4, WP5, WP6, WP8) o include all he ele an amewo ks and policies
elabo a ed by he ede aon.
3) Syne gies wi h Rele an Ac o s: Task 1.5 p omo es syne gies wi h o he ele an
ac o s in he field. This in ol es es ablishing collabo aons and pa ne ships wi h
ex e nal enes o le e age hei expe se, esou ces, and ne wo ks o he benefi o
8 C .: D1.1 Quali y assu ance plan, guidelines, p ojec handbook, pp. 15-17.
9 C .: D1.1 Quali y assu ance plan, guidelines, p ojec handbook, pp. 11-13.
19
he H2IOSC p ojec . This includes s eng hening collabo aons (i.e.: he ITSERR10 and
FOSSR11 PNRR-IR p ojec s, p esen ed wi hin he same call and he CHANGES12 p ojec ,
p esen ed wi hin he Ex ended Pa ne ships call n.5) as well as o he collabo aons
(i.e. he FAIR13 p ojec , p esen ed wi hin he Ex ended Pa ne ships call n. 1), o
imp o e he syne gisc acon be ween H2IOSC and i s pa cipang RIs and o he
ac o s and p o ide in as uc u al suppo o he planned esea ch and inno aon
acons (i.e. in he case o PE5, CHANGES).
4) Coo dinaon and Managemen o Facilies, Tools, and Se ices: I acili a es he
coo dinaon and managemen o he de elopmen o upg ade o acilies, ools, and
se ices wi hin he p ojec . This ensu es smoo h in eg aon and ope aon o a ious
componen s equi ed o he p ojec 's success. Le e aging on he wo k being done o
poin 1) Moni o ing RIs Ac ies, se e al key sub- asks and esponsibilies a e
planned and unde aken o achie e he desi ed ou comes: i) Facili y De elopmen and
Upg ades: his sub- ask in ol es planning, coo dinang, and o e seeing he
de elopmen o upg ade o acilies equi ed o he H2IOSC p ojec . I includes
iden ying he in as uc u e needs, ensu ing compliance wi h ele an egulaons
and s anda ds, and managing he cons ucon o modificaon p ocess; ii) Tool
De elopmen and Enhancemen : his sub- ask ocuses on he coo dinaon and
managemen o he de elopmen o enhancemen o ools necessa y o he p ojec 's
implemen aon. I includes iden ying he specific equi emen s, collabo ang wi h
ele an s akeholde s, managing he de elopmen p ocess, and ensu ing he
in eg aon o he ools in o he p ojec wo kflow; iii) Se ice P o ision and
Managemen : his sub- ask in ol es he coo dinaon and managemen o he se ices
p o ided wi hin he H2IOSC p ojec . I includes defining se ice equi emen s,
es ablishing se ice-le el ag eemen s, moni o ing se ice deli e y, and add essing any
issues o challenges ha may a ise; i ) In eg aon and In e ope abili y: his sub- ask
ocuses on ensu ing he smoo h in eg aon and in e ope abili y o a ious
componen s wi hin he p ojec . I en ails iden ying in e aces and in eg aon poin s,
coo dinang communicaon and da a exchange be ween diffe en sys ems, and
esol ing any compabili y issues; ) Ope aonal Efficiency and Opmizaon: his sub-
ask aims o imp o e he ope aonal efficiency o acilies, ools, and se ices wi hin
he p ojec . I in ol es implemenng bes p acces, s eamlining p ocesses,
opmizing esou ce ulizaon, and connuously moni o ing pe o mance o iden y
a eas o imp o emen .
5) Business Models and Ne wo king: Task 1.5 suppo s business models wi hin he
p ojec (D1.4 Sus ainabili y Financial Plan). I also encou ages he de elopmen o
ne wo king ac ies, ou each inia es, and echnology and skills ans e o os e
collabo aons and maximize he impac o he p ojec . This ac i y is c ucial o
10 C .: hps://www.i se .i /
11 C .: hp://www. oss .eu/
12 C .: hps://si es.google.com/uni oma1.i /changes/home
13 C .: hps://www. ondazione- ai .i /
20
elabo ang he alue p oposion o he p ojec (i.e.: elemen s ep esenng he
unique added alue o he H2IOSC clus e ) and acili ang i s long- e m success and
suppo he c eaon o a sus ainable and p ofi able amewo k o capi alize on he
p ojec 's ou comes, echnologies, and expe se. Ou each ac ies a e also essenal
o aising awa eness abou he H2IOSC clus e and i s alue p oposion. By engaging
wi h po enal cus ome s (use s), bo h om he public and p i a e sec o s, WP Leade s
con ibu e o iden ying he a ge audience o each key ac i y. This unde s anding
helps ailo he se ices and offe ings o mee specific needs and in e es s, ensu ing a
cus ome -cen ic app oach. Le e aging on he wo k being done o poin 1) Moni o ing
RIs Ac ies, in he p epa aon o a comp ehensi e lis o possible ac ies and
se ices ha he H2IOSC clus e can offe o hi d pa es (i.e. he Key Exploi able
Resul s), his p ocess also in ol es iden ying po enal sou ces o e enue, explo ing
egional/naonal and in e naonal con ibuons, as well as conside ing ees o he
se ices p o ided (whe e possible and wi hin he bo de s se up by he naonal and
in e naonal ules and egulaons). Resea che s and key pe sonnel a e in ol ed in he
analysis o possible e enues, ensu ing a ho ough assessmen o he financial aspec s
included in H2IOSC Deli e able 1.4 Sus ainabili y Financial Plan.
6) Moni o ing and E aluaon: This sub- ask p o ides suppo o moni o ing and
e aluaon ac ies wi hin he H2IOSC p ojec , as desc ibed in secons 5 (Moni o ing)
and 6 (Repo ng) o D1.114. This includes assessing he p og ess, iden ying po enal
challenges, and collecng aluable da a o in o m decision-making p ocesses.
Acco ding o D1.1 Secon 5 (Moni o ing) in conside aon o he P ojec ’s ambions
and a culaon and due o he sho me ange a ailable o i s implemen aon “ he
in eg aon o diffe en moni o ing ac ies” is equi ed “ o he success ul execuon
o he H2IOSC ac ies plan”15. Thus his sub- ask is he mos sui able o hos ac ies
linked o in eg aon o exisng ools and elabo aon o means o p o ide “an
o e iew o ele an in o maon and key pe o mance indica o s in a clea and concise
manne , allowing use s o moni o and ack specific aspec s o a sys em o p ocess”
(i.e.: Dashboa ds).
Task 1.5 hus designs a cen alized da a plao m, p o iding eal-me insigh s in o a ious
aspec s o he p ojec 's implemen aon and ou comes, allowing s akeholde s, including he
P ojec decision-making s uc u e, o moni o he p ojec 's pe o mance agains
p ede e mined a ge s (i.e.: Sha ed Goals). The plao m is ed wi h in o maon ga he ed in
he abo e sub- asks, ha will be cap u ed (see he secon on da a collecon o u he
de ails) and in eg a ed o p o ide ep esen aons p esenng he da a in a use - iendly and
easily unde s andable o ma .
14 C .: D1.1 Quali y assu ance plan, guidelines, p ojec handbook, pp. 19-31.
15 C . D1.1 Quali y assu ance plan, guidelines, p ojec handbook, p. 19.
21
2.2 Da a collecon and analysis me hods
In conside aon o he p ojec ’s Sha ed Goals, Key Ac ies and Key Exploi able Resul s, o
collec he necessa y in o maon wi hin H2IOSC, he p ojec 's in e nal o ganizaon and he
pa cipang Resea ch In as uc u es (RIs) de elopmen agenda has been le e aged. This
in ol es he ollowing s eps:
a. Da a equi emen s idenficaon: Wi hin each Wo k Package, he p ojec eam
idenfies he specific da a and in o maon needed o moni o and e alua e he
p og ess and pe o mance o he Key Ac ies ela ed o ha package. This could
include key pe o mance indica o s (KPIs) and me ics ha a e used o measu e
success.
b. Da a collecon mechanisms: The p ojec eam collabo a es wi h he pa cipang RIs
o es ablish da a collecon mechanisms. This may in ol e seng up da a epo ng
p ocesses, implemenng da a acking sys ems, o le e aging exisng da a
managemen (o epo ng) sys ems wi hin he RIs. The goal is o ensu e he egula
and sys emac collecon o ele an da a poin s.
c. In eg aon o de elopmen agenda: The p ojec eam aligns he da a collecon
effo s wi h he pa cipang RIs' de elopmen agenda. This means in eg ang he
moni o ing and epo ng equi emen s in o he RIs' ongoing ac ies and p ocesses.
The de elopmen agenda o he RIs se es as a amewo k o defining he specific
da a poin s and indica o s ha need o be collec ed.
d. Da a analysis and epo ng: The collec ed da a a e analyzed and p ocessed o
gene a e meaning ul insigh s and epo s. This analysis helps in assessing he
pe o mance, compliance, and p og ess o he ac ies wi hin he p ojec and he
pa cipang RIs owa ds he achie emen o he Sha ed Goals. The esul s a e
p esen ed h ough he dashboa ds menoned ea lie , p o iding a clea o e iew o
he p ojec 's s a us and highlighng a eas ha equi e aenon o imp o emen .

22
3. P oposed Soluons
Wi h he aim o designing and implemenng specific ools (i.e. Dashboa ds) o moni o “ he
pa h om Sha ed Goals o Key Exploi able Resul s”, le e aging on exisng moni o ing and
epo ng ools, p ocesses and sys ems and educing he agmen aon o he cu en
si uaons, we p oposed a me hodology o assess H2IOSC implemen aon condions (i.e.:
“ he pa h om Sha ed Goals o Key Exploi able Resul s”, see Secon 2.1 abo e) and a p ocess
o collec and analyze he collec ed da a (Secon 2.2 abo e), bo h wi hin he con ex o Task
1.5 ac ies. In he ollowing pa ag aphs we p o ide an o e iew o possible specific ools
(i.e.: Dashboa ds) o moni o and assess he p ojec ’s pe o mance. The p oposed
dashboa ds, desc ibed in he ollowing pa ag aphs, should be conside ed as examples and
hei co e age and scope should be efined h ough collabo a e design wi hin he p ojec .
Fu he mo e, he implemen aon o he dashboa ds should be conside ed a mid o long e m
goal o he p ojec a he han a sho - e m endea o . The e a e se e al easons why his
implemen aon equi es adequa e me and planning. Fi s and o emos , since de eloping a
comp ehensi e se o dashboa ds in eg ang da a om a ious sou ces and sys ems wi hin
he p ojec in ol es ha ing clea equi emen s and da a collecon mechanisms al eady in
place. This equi es a ho ough unde s anding o he da a landscape, da a mapping, and da a
in eg aon p ocesses. I may in ol e consolidang da a om dispa a e sys ems, ensu ing da a
quali y and consis ency, and es ablishing obus da a pipelines. This in eg aon p ocess can
be complex and me-consuming, equi ing ca e ul planning and coo dinaon.
Conside ing hese ac o s, he implemen aon o he dashboa ds should be iewed as a mid
o long e m goal o he p ojec . Adequa e me should be alloca ed o planning,
de elopmen , s akeholde engagemen , da a in eg aon, and i e a e efinemen . By aking
a comp ehensi e and phased app oach, he p ojec can ensu e he success ul implemen aon
and adopon o he dashboa ds, ulma ely enhancing p ojec managemen , decision-making,
and he o e all success o he H2IOSC p ojec .
3.1 O e iew o p oposed soluons and s a egies o add ess idenfied issues
3.1.1 In as uc u e Node Pe o mance Dashboa d
The In as uc u e Node Pe o mance Dashboa d is a specialized ool designed o moni o and
assess he pe o mance o he Resea ch In as uc u es (RIs) nodes in ol ed in he H2IOSC
p ojec . I se es as a cen alized plao m ha p o ides comp ehensi e insigh s in o he
ac ies, achie emen s, and challenges o each RI node wi hin he p ojec .
This dashboa d enables s akeholde s, p ojec managemen , RIs coo dina o s, and decision-
making s uc u e, o ack and e alua e he pe o mance o indi idual RI nodes agains
p edefined benchma ks and key pe o mance indica o s (KPIs). I offe s a holisc iew o he
nodes' con ibuons o esea ch and inno aon, hei collabo a e effo s, and hei
adhe ence o p ojec objec es (i.e.: § 1.5 “H2IOSC Sha ed Goals: Key Ac ies, Key
Exploi able Resul s”).
Fu he mo e, he In as uc u e Node Pe o mance Dashboa d acili a es collabo aon and
knowledge exchange among he nodes. I highligh s success ul pa ne ships, join esea ch
endea o s, and sha ed esou ces, enabling s akeholde s o iden y and le e age syne gies
23
be ween he nodes. This p omo es collabo aon and enhances he o e all impac o he
p ojec . Th ough he dashboa d, s akeholde s can assess no only ope aonal pe o mance
bu also he b oade effec eness and impac o he ac ies ca ied ou by each RI node.
The dashboa d also helps iden y challenges and a eas o imp o emen wi hin each RI node.
I allows s akeholde s o iden y po enal bolenecks, esou ce allocaon issues, o capaci y
gaps ha may hinde he node's pe o mance. By p o iding clea insigh s in o hese
challenges, s akeholde s can ake p oac e measu es o add ess hem and opmize he
pe o mance o each node.
O e all, he In as uc u e Node Pe o mance Dashboa d plays a i al ole in moni o ing,
e aluang, and opmizing he pe o mance o he RI nodes wi hin he H2IOSC p ojec . I
offe s s akeholde s a comp ehensi e o e iew o each node's ac ies, achie emen s, and
challenges, acili ang e idence-based decision-making and ensu ing he success ul
implemen aon o he p ojec . Th ough his dashboa d, s akeholde s can effec ely assess
he p og ess and impac o he RI nodes, os e collabo aon, and d i e connuous
imp o emen in esea ch and inno aon wi hin he field o humanies and cul u al he i age.
Key Pe o mance Indica o s:
KPI Numbe o use s se ed by each RI node
Indica o
Numbe o use s se ed by each RI node
Definion(s) This KPI measu es he o al numbe o use
access e en s associa ed wi h he se ices
offe ed by each RI node.
Raonale
The KPI moni o s he ulizaon o se ices
and how access is dis ibu ed ac oss diffe en
modes o in e acon
Assumpons
I is assumed ha all se ices a e clea ly
mapped and ca ego ized by he RI nodes, and
ha access o each se ice can be eco ded
consis en ly.
Da a/in o maon needs and esou ces This KPI is in o med by s uc u ed se ice
mapping ac ies conduc ed wi hin he
p ojec .
How is he KPI calculaon ca ied ou
The o al numbe o access e en s o se ices
is agg ega ed om he a ailable da ase s.
Access e en s a e epo ed sepa a ely by
ca ego y, allowing o analysis by ype o use
in e acon.
Who is p o iding his in o maon
P o ided by RI
s
Sou ces in e nal se ice usage eco ds; p ojec logs
Uni o measu e
Numbe
The measu ed KPI alues a e epo ed below.
24
The in esga ed da a conce ns he numbe o accesses gi en on an annual basis (2024) by he
nodes o he se ices o eseen in WP6 and he numbe o accesses gi en as H2IOSC clus e ,
o he same se ices, h ough he TNA/NA calls (1-2-3) o which de ails a e a ailable a he
ollowing link: hps://www.h2iosc.cn .i / na-na-calls/
Se ice name
node name
a
ccess
numbe
(pe
node)
a
ccess
numbe
(TNA calls
H2IOSC)
ATON (WebXR se ices o HS) E-RIHS.i 15300
(public
accesses
wo ldwid
e in
2024)
9
Kap o (cap u e se ices)
E
-
RIHS
.i
440
(naonal
)
1
SENSE
-
Wi eless senso ne wo ks
o cul u al he i age conse aon
and moni o ing
E
-
RIHS
.i
0
2
GATTO
DARIAH
-
IT
2000
NA
TIGRO
DARIAH
-
IT
2000
1
MFE: Me aFAIR Ecosys em
DARIAH
-
IT
100
1
DPH - Digi al Philology Hub DARIAH-IT
100 NA
LexO I An CLARIN-IT 4 (linked
o
EpiLexO
I An )
NA
CASH I An
CLARIN
-
IT
4
(linked
o
EpiLexO
I An )
NA
SKOSMOS Vocabula y Se ice CLARIN-IT 0 1
EpiLexO Edi o I An CLARIN-IT 50 18
eSc ip o ium
CLARIN
-
IT
100
13
EpiLexO Edi o
CLARIN
-
IT
4
NA
Fede a ed Con en Sea ch
CLARIN
-
IT
300
NA
I is also impo an o conside he ole o he H2IOSC Ma ke place. As he Ma ke place will
become ully ope aonal only a he end o he p ojec , i is no possible o p o ide meaning ul
25
da a on use access h ough his plao m, he figu es a ailable a his s age would be no
ep esen a e o i s ac ual use.
Once he Ma ke place is ully unconal, he co esponding KPI should include access e en s
bo h h ough he Ma ke place and di ec ly ia he indi idual Resea ch In as uc u es (RIs).
KPI Resea ch Ou pu Efficiency
Indica o
Resea ch Ou pu Efficiency
Definion(s)
Indica es he le el o esea ch ac i y and he
olume o scienfic ou pu gene a ed wi hin
he H2IOSC Fede aon by he 4 RIs
Raonale
Fo he pu poses o his KPI, a publicaon is
defined as any o mally sha ed esea ch
ou pu ha con ibu es o he disseminaon
o knowledge and esul s a ising om he use
o Resea ch In as uc u e (i.e.: a cles
ea u ed in scienfic jou nals bu also
publicaons on Zenodo). The me ame o be
conside ed is he du aon o he p ojec .
Publicaons p oduced wi hin he me ame
o he p ojec bu no ye published by i s end
can also be conside ed i p ope ly mapped in
he p ojec logs (e.g: a cle accep ed by a
jou nal which will be published ae he end
o he p ojec )
Assumpons
R
esea ch ou pu s ha e been mapped
h oughou he p ojec
Da a/in o maon needs and esou ces
To compu e his KPI, each RI node mus
collec me ada a on esea ch ou pu s
How is he KPI calculaon ca ied ou
The KPI is calcula ed by counng
he
esea ch
ou pu p oduced wi hin each RI node.
Who is p o iding his in o maon
P o ided by RIs
Sou ces
Deli e ables
; P ojec logs
Uni o measu e Numbe
The measu ed KPI alues a e epo ed below.
The da a in esga ed conce n he numbe o publicaons ca ied ou om he beginning o
he p ojec unl 31 Oc obe 2025, p epa ed by he indi idual nodes and he H2IOSC clus e ,
including o example deli e ables, a cles, con e ence p oceedings (con e ence
p esen aons, p oceedings and con e ence p oceedings a cle), handbooks (guidelines and
manuals), pape s (such as jou nal a cles, con ibuons o olumes).
32

Coun how many we e submied by
he defined deadline (ae he p ojec
ex ension).
 Calcula e he pe cen age o on-me
submission
Who is p o iding his in o maon
P o ided by RIs
and GEA
Sou ces
Deli e ables, logs by coo dinaon eam
Uni o measu e
Pe cen age
The measu ed KPI alues and some concluding commen s a e epo ed below.
TYPE PERCENTAGE (%)
Technical epo s 47
Deli e ables 27
IO - Ci il In as uc u es 0
IO - Public call o applicaons o he
compe e selecon p ocedu e o
Tempo a y pe sonnel
62
IO
-
Open Access, T ansnaonal Access, FAIR
p inciple implemen aon
0
IO
-
Public ende o scienfic
ins umen aon and echnological
equipmen acquision
0
IO – T aining/Phd 0
IO - T aining and engagemen Plan
De eloped
0
Rega ding Technical Repo s, i should be no ed ha he pe cen age was calcula ed based on
17 echnical epo s submied as o he da e o his documen . The fi s ou epo s we e
submied in he ollowing bimes e s pending he esoluon o some bugs in he GEA
minis e ial plao m. The las ou epo s we e submied in he bimes e ollowing he one
scheduled, pending eceip o all documen aon elang o he DNSH o ms associa ed wi h
he ele an wo-mon h pe iod's acquisions. The emaining eigh we e submied by he
scheduled deadline.
Rega ding Deli e ables, please no e ha he pe cen age was calcula ed based on 30
deli e ables submied as o he da e o his documen , o which 8 we e submied by he
scheduled deadline. The delay o he o he deli e ables was p ima ily due o he ac ha o
mos WPs, he expec ed s aff was ec ui ed la e han expec ed, gi en he me ames
associa ed wi h selecon p ocedu es and some unsuccess ul selecons. This esul ed in a
delay o se e al mon hs in he execuon o ac ies and he subsequen p epa aon o he
deli e ables ela ed o hose ac ies. Fu he mo e, he p ojec was ex ended by 6 mon hs
om he o iginally planned 30, which esul ed in a diffe en escheduling o he deadlines o
in e media e deli e ables. In any case, a he end o Oc obe 2025, only he deli e ables
scheduled o he end o he p ojec emain o be submied, he e o e he delay was made
up wi hou affecng he egula p og ess o he p ojec .

33
Rega ding he in e media e objec e "ci il in as uc u es" i should be no ed ha he
indica o used o e i y i s achie emen is "N. o Ci il In as uc u es ela ed Public ende s
published." O a o al o 16 ende s, mos we e published in bimes e 7. The delay compa ed
o he expec ed bimes e 1 was due bo h o he delay in s aff ec ui men , as p e iously
menoned, and o he complexi y o hese ende s and he ming o hei publicaon. In any
case, by bimes e 15, he objec e was ully achie ed.
Rega ding he in e media e objec e "Public call o applicaons o he compe e
selecon p ocedu e o Tempo a y pe sonnel " i should be no ed ha he indica o used o
e i y i s achie emen is "N. o Public calls o applicaons o he compe e selecon
p ocedu e o Tempo a y pe sonnel published." 62% o he 81 posions we e published in he
expec ed bimes e 2, he emaining ones ully comple ed ew mon hs la e (bimes e 4) due
o he numbe o he p ocedu es and he conce ned me ame.
Rega ding he in e media e objec e "Open Access, T ansnaonal Access, FAIR p inciple
implemen aon" i should be no ed ha he indica o used o e i y i s achie emen is "N. o
Open Access, T ansnaonal Access, FAIR p inciple implemen aon Public ende s awa ded."
O a o al o 42 ende s, mos we e awa ded in bimes e 7. The delay compa ed o he
expec ed bimes e 2 was due bo h o he delay in s aff ec ui men , as p e iously menoned,
and o he complexi y o hese ende s and he ming o hei compleon. In any case, by
bimes e 15, he objec e was ully achie ed.
Rega ding he in e media e objec e "Public ende o scienfic ins umen aon and
echnological equipmen acquision" i should be no ed ha he indica o used o e i y i s
achie emen is "N. o Public ende s (abo e- h eshold p ocedu es) o scienfic
ins umen aon and echnological equipmen acquision published". The objec e was ully
achie ed in bimes e 7. The delay compa ed o he expec ed bimes e 3 was due o he same
eason epo ed o he abo e-menoned IOs.
Rega ding he in e media e objec e "T aining – PhD " i should be no ed ha he indica o
used o e i y i s achie emen o aining is "N. o T aining ac ies ela ed Public ende s
awa ded" and o Phd is "N. o PhDs ac a ed." O a o al o 34 aining ende s, mos we e
awa ded in bimes e 7. The delay compa ed o he expec ed bimes e 3 was due bo h o he
delay in s aff ec ui men , as p e iously menoned and o he ming o he p ocedu es
compleon. In any case, by bimes e 13, he objec e was ully achie ed o aining ac ies.
O a o al o 11 Phds, mos we e ac a ed in bimes e 7. The delay compa ed o he expec ed
bimes e 3 was due o he in e acons wi h Uni e sies which ook mo e me han expec ed.
In any case, by bimes e 8, all Phds we e ac a ed.
Rega ding he in e media e objec e "T aining and engagemen Plan De eloped " i should
be no ed ha he indica o used o e i y i s achie emen is "T aining and engagemen plan
deli e ed". The Objec e was achie ed in bimes e 6 ins ead o 5.
KPI Technological ma u i y moni o ing
Indica o
Technological
m
a u i y
moni o ing
Definion(s) This KPI measu es he echnological ma u i y
o he se ices and pilo s de eloped o
adop ed by each RI, using he TRL scale ( om
TRL 1: basic p inciples obse ed, o TRL 9:
ac ual sys em p o en in ope aonal
en i onmen ). The a e age TRL sco e pe
34
node eflec s he o e all eadiness o se ices
o be used eliably by he esea ch
communi y.
Raonale
This KPI p o ides insigh in o he p ojec ’s
echnical p og ess.
Assumpons
TRL alues a e assigned using a s anda dized
and consis en me hodology; TRLs eflec
ealisc de elopmen s ages a gi en
miles ones.
Da a/in o maon needs and esou ces TRL assessmen s pe se ice and pe
miles one; echnical documen aon
How is he KPI calculaon ca ied ou
ex acng he de ec ed TRL o each se ice
Who is p o iding his in o maon
RI se ice coo dina o s and echnical leads
Sou ces
Deli e ables, TRL acking logs
Uni o measu e
A e age TRL sco e (nume ic, 1 o 9)
The measu ed KPI alues a e epo ed below.
The compilaon o he Technological Ma u i y Moni o ing KPI able is p ima ily based on he
wo k ca ied ou by WP3 on he assessmen o he Technology Readiness Le el (TRL) o
se ices and pilo s de eloped wi hin H2IOSC. Specifically, he able d aws di ec ly om he
da ase p oduced by WP3, which sys emacally acks he e oluon o echnological ma u i y
ac oss he ede aon. F om his e e ence able, we ex ac ed h ee key fields: Resea ch
In as uc u e, Se ice, and TRL alue co esponding o he mos up- o-da e TRL alue, as o
31 Oc obe 2025, eco ded in he WP3 da ase .
Se ice Node Name Final TRL
de ec ed a
31/10/2025
[E-RIHS] GRAVIFIX ool E-RIHS.i
8
[E
-
RIHS] 3D ANNOTATION ool
E-RIHS.i
8
[E-RIHS] Simila i yLib E-RIHS.i
8
[E-RIHS] AI/ML soluons o
Mulmodal Da ase s E-RIHS.i
8
[E
-
RIHS] Mulmodal da ase s
isualizaon ool E-RIHS.i
8
[E-RIHS] HyMolab E-RIHS.i
8
[E-RIHS] ATON (WebXR se ices
o HS) E-RIHS.i
8
[E
-
RIHS] Kap o
E
-
RIHS.i
8
35
[E-RIHS] SENNSE – Spaal
He i age Science Da a
Managemen - WSN Edi o
E
-
RIHS.i
8
[E-RIHS] Digi al Fab icaon
Labo a o y Vi ual Access E-RIHS.i
8
[E-RIHS] Remozaon o Digi al
Twins E-RIHS.i
8
[E
-
RIHS] STONEVERSE
E
-
RIHS.i
8
[DARIAH] TIGRO
-
Teso o I aliano
delle O igini, ges o e ice che
DARIAH
-
IT
8
[DARIAH] EVT - Edion
Visualizaon Technology
DARIAH
-
IT
8
[DARIAH] RAISE - Res o e dA a
In eg aon Sui E DARIAH-IT 8
[DARIAH] MFE
-
Me aFAIR
Ecosys em
DARIAH
-
IT
8
[OPERAS] Remo e Open Access o
con en -based se ices and
esou ces. A pluggable
dis ibuon sys em ha will
ensu e he emo e use o he
esou ces, se ices and hubs
implemen ed by OPERAS wi hin
he H2IOSC p ojec and, mo e
gene ally, hei emo e, non eal-
me and possibly disconnec ed
use 6.10
OPERAS
-
IT
8
[CLARIN
-
IT] LexO I An
CLARIN
-
IT
8
[CLARIN-IT] CASH I An
CLARIN
-
IT
8
[CLARIN-IT] SKOSMOS Vocabula y
Se ice
CLARIN
-
IT
8
[CLARIN-IT] T iple S o e
(G aphDB)
CLARIN
-
IT
8
[CLARIN-IT] ILC PI - EpiLexO I An CLARIN-IT 8
[CLARIN-IT] S anza NLP Chain
CLARIN
-
IT
8
[CLARIN-IT] ILC PI - S anza NLP
Chain o Pa laMin Da a CLARIN-IT 8
[CLARIN
-
IT] ILC PI
-
EpiLexO Edi o
CLARIN
-
IT
8
[CLARIN-IT] UDPipe
CLARIN
-
IT
9
[CLARIN
-
IT] Named En y
Recognion (NameTag)
CLARIN
-
IT
9
[CLARIN
-
IT] Fede a ed Con en
Sea ch (FCS)
CLARIN
-
IT
8
[CLARIN
-
IT] TEI Publishe + eXis
-
db
CLARIN
-
IT
8
[CLARIN
-
IT] eSc ip o ium
CLARIN
-
IT
8
36
PILOT
RATIO
-
FAST (Fai ness
ASsessmen Tool)
OPERAS
-
IT
8
PILOT
RATIO
-
CONNECT
(CollecONs maiN anencE and
p oduCTion)
OPERAS
-
IT
8
PILOT NEST
-
New Science in
T ansion
OPERAS
-
IT
8
PILOT OSTGL
-
Open Schola ly
and Technical G ey Li e a u e
Plao m
OPERAS
-
IT
8
PILOT In e lumo E-RIHS.i
8
PILOT Illumina ed manusc ip
HUB
E-RIHS.i 8
PILOT He iVe se-He i age
Science Me a e se
E-RIHS.i 8
PILOT
SENNSE
-
Spaal
hE i age scieNce oNline Senso
En i onmen
E
-
RIHS
.i
8
PILOT
Open Digi al
A chaeology Hub
E
-
RIHS.i
9
PILOT
Open Digi al Epig aphy
Hub
E
-
RIHS.i
9
PILOT
Scienfic Digi al Hub o
Painng Collecons
E
-
RIHS.i
8
PILOT P o o yping plao m o
Vi ual / Physical Exhibions
E-RIHS.i
7
PILOT Scienfic digi al hub o
me al a wo ks
E-RIHS.i
8
PILOT Digi al Philology Hub
DARIAH
-
IT
8
PILOT Digi al He i age and
Memo y Hub
DARIAH
-
IT
8
PILOT
A chi io Vi.Vo. (O al
Da a Plao m)
CLARIN
-
IT
8
PILOT
Linguisc Linked Open
Da a (LLOD) Plao m
CLARIN
-
IT
8
PILOT
TaskLe (F amewo k o
Psycholinguisc Tasks)
CLARIN
-
IT
8
Da a Collecon and Analysis:
The da a o hese KPIs can be ga he ed h ough p ojec deli e ables, and echnical epo s.
The analysis should ocus on iden ying ends, pae ns, and po enal isk a eas.
37
The findings should be used o connuously imp o e he compliance p ocess and minimize
isks.
3.1.3 Pa ne ship and Ne wo king Pe o mance Dashboa d
The Pa ne ship and Ne wo king Pe o mance Dashboa d is a dynamic ool o moni o and
assess he effec eness o pa ne ships and ne wo king ac ies. I se es as a cen alized
plao m ha enables s akeholde s o e alua e he collabo a e effo s and syne gies
es ablished wi h ele an ac o s in he field o esea ch and inno aon.
This dashboa d consolida es da a om a ious sou ces, including possible ag eemen s, join
inia es, and ne wo king e en s. I p o ides s akeholde s wi h a comp ehensi e iew o he
p ojec 's pa ne ship landscape and he impac o hese collabo aons on he p ojec 's
ou comes.
Th ough he Pa ne ship and Ne wo king Pe o mance Dashboa d, s akeholde s can assess
he quali y and quan y o pa ne ships es ablished wi hin he p ojec . I p o ides insigh s
in o he di e si y o s akeholde s in ol ed, and he alignmen o pa ne s' expe se and
esou ces wi h he p ojec 's objec es. S akeholde s can e alua e he success o pa ne ships
in e ms o join esea ch endea o s, knowledge exchange, echnology ans e , and possible
indus y engagemen .
The dashboa d acili a es he moni o ing o ne wo king ac ies ca ied ou by he p ojec ,
such as wo kshops, con e ences, and semina s. I p o ides in o maon on he numbe o
e en s o ganized, pa cipan engagemen , and he disseminaon o p ojec esul s. By
acking hese ne wo king ac ies, s akeholde s can gauge he le el o isibili y, each, and
impac achie ed h ough hese inia es.
Fu he mo e, he Pa ne ship and Ne wo king Pe o mance Dashboa d enables s akeholde s
o assess he ou comes and impac o collabo aons. I acks ( o example) me ics such as
publicaons, join p ojec s esulng om pa ne ships es ablished wi hin he p ojec . This
helps s akeholde s unde s and he angible benefi s and con ibuons o pa ne ships o he
p ojec 's o e all objec es and ou comes.
The dashboa d also se es as a ool o iden ying po enal a eas o pa ne ship
oppo unies. I can highligh gaps in collabo aons o sec o s ha equi e mo e engagemen .
By iden ying hese a eas, s akeholde s can ake p oac e measu es o os e new
pa ne ships, s eng hen exisng elaonships, and le e age he expe se and esou ces o
ele an ac o s.
O e all, he Pa ne ship and Ne wo king Pe o mance Dashboa d plays a c ucial ole in
acili ang effec e collabo aon and maximizing he impac o he H2IOSC p ojec . I
p o ides s akeholde s wi h a comp ehensi e o e iew o pa ne ship effo s, enables da a-
d i en decision-making, and p omo es e idence-based in e enons o enhance ne wo king
ac ies. Th ough his dashboa d, he p ojec can build obus pa ne ships, os e knowledge
exchange, and d i e inno aon wi hin he field o humanies and cul u al he i age esea ch.

38
Key Pe o mance Indica o s:
KPI - Numbe o ne wo king e en s o ganized
Indica o
Numbe o ne wo king e en s o ganised
Defini ion(s)
The KPI
e e s o he coun o o mal o in o mal e en s
specifically designed o b ing oge he s akeholde s,
p o essionals o pa icipan s wi h he p ima y goal o
acili a ing connec ions, pa ne ships, knowledge
sha ing o collabo a ion.
Ra ionale
Ne wo king e en s os e pa ne ships and in e
-
o ganiza ional coope a ion; hey can lead o new
business oppo uni ies o s a egic alliances; hey a e
use ul o managemen o ack s akeholde
engagemen ac i i ies; hey eflec how ac i ely he
p ojec p omo es in e ac ion and g ow h, echnology
ans e .
Assump ions
E en s a e o ganized in en ionally o ne wo king;
e en s ha e a clea objec i e ela ed o s akeholde
in e ac ion, p o essional ela ionship building, o
collabo a ion; only dis inc e en s a e coun ed.
Da a/in o ma ion needs and
esou ces
E en Name/Ti le; Da e(s) o he E en ; E en
Objec i e; Type o E en ; Loca ion o Mode
(physical/ i ual).
How is he KPI calcula ion
ca ied ou
Sum o e en s o his ype.
Who is p o iding his
in o ma ion
P o ided by he p ojec go e nance o CNR
Sou ces
Webpage
Uni o measu e
Numbe
The measu ed KPI alues a e epo ed below.
39
The analyzed da a conce ns he numbe o e en s om he s a o he p ojec unl 31
Oc obe 2025, which saw he pa cipaon o indi idual nodes and he H2IOSC clus e .
E en
ype
node name
e en
numbe
(pe node)
E en
numbe
(H2IOSC)
Gene al Meeng
1
Fes al
1
Wo kshop 2
Con e ence CLARIN-IT 13
Con e ence
DARIAH
-
IT
7
Con e ence
E
-
RIHS
.i
4
1
Con e ence
OPERAS
-
IT
3
Con e ence and wo kshop
DARIAH
-
IT
1
Con e ence and wo kshop
OPERAS-IT 1
E en CLARIN-IT 1
E en
DARIAH
-
IT
5
E en
E
-
RIHS
.i
3
E en and wo kshop
E
-
RIHS
.i
1
Exhibion
E
-
RIHS
.i
1
Expo
E
-
RIHS
.i
4
Meeng
CLARIN
-
I
T
1
Round able E-RIHS.i
3
Semina including a webina CLARIN-IT 8
S udy day
CLARIN
-
IT
2
S udy day
E
-
RIHS
.i
1
Symposium
E
-
RIHS
.i
2
Talk CLARIN-IT 4
T aining School ( including a Summe
School)
CLARIN-IT 3
Tu o ial
CLARIN
-
IT
1
Wo kshop
CLARIN
-
IT
2
Wo kshop
DARIAH
-
IT
1
40
Wo kshop
E
-
RIHS
-
IT
10
Wo kshop
OPERAS
-
IT
1
KPI - Numbe o publica ions on he same hema ic a ea
Indica o
Numbe o
publica ions on he same hema ic a ea
Defini ion(s)
I e e s o he coun o publica ions ha all wi hin a
defined hema ic o disciplina y a ea (Delibe a CNR n.
126/2024).
Ra ionale
E alua e he esea ch p oduc i i y in
a specific field.
Assess he specializa ion o ocus o a esea ch g oup.
T ack ends in esea ch ou pu in specific subjec
a eas.
Assump ions
Publica ions eflec esea ch ac i i y and ou pu .
Thema ic a eas a e defined consis en ly
using ecognized classifica ion sys ems ( ollowing
Delibe a CNR n. 126/2024). Da abases and sou ces
p o ide accu a e and comp ehensi e co e age o
ele an publica ions. Au ho ship and a ibu ion a e
co ec ly assigned.
Da a/in o ma ion needs and
esou ces
A eliable bibliog aphic da abase (zenodo)
How is he KPI calcula ion
ca ied ou
Sum o publica ions pe a ea
Who is p o iding his
in o ma ion
P o ided by he p ojec go e nance
o CNR
Sou ces
Da abase
Uni o measu e
Numbe
The measu ed KPI alues a e epo ed below.
41
The da a in es iga ed conce n he numbe o publica ions, pe hema ic a ea (Delibe a
CNR n. 126/2024), ca ied ou om he beginning o he p ojec un il 31 Oc obe 2025,
p epa ed by he indi idual nodes and he H2IOSC clus e ,
Themac a ea o he publicaon node name publicaon
numbe (pe
node)
publicaon
numbe
(H2IOSC)
PE4_2 Spec oscopic and
spec ome ic echniques
CLARIN
-
IT
1
PE4_2 Spec oscopic and
spec ome ic echniques
E-RIHS.i 1
PE6_7 A ficial in elligence,
in elligen sys ems, na u al
language p ocessing
DARIAH
-
IT
2
PE6_7 A ficial in elligence,
in elligen sys ems, na u al
language p ocessing
OPERAS
-
IT
1
PE6_8 Compu e g aphics,
compu e ision, mulmedia,
compu e games
E
-
RIHS
.i
1
PE6_9 Human compu e
in e acon and in e ace,
isualisaon
E-RIHS.i
6
PE6_10 Web and in o maon
sys ems, da a managemen
sys ems, in o maon e ie al and
digi al lib a ies, da a usion
CLARIN
-
IT
1
PE6_10 Web and in o maon
sys ems, da a managemen
sys ems, in o maon e ie al and
digi al lib a ies, da a usion
E-RIHS.i
5
PE6_10 Web and in o maon
sys ems, da a managemen
sys ems, in o maon e ie al and
digi al lib a ies, da a usion
OPERAS
-
IT
1
PE6_11 Machine lea ning,
s ascal da a p ocessing and
applicaons using signal p ocessing
(e.g. speech, image, ideo)
DARIAH
-
IT
2
PE6_11 Machine lea ning,
s ascal da a p ocessing and
E
-
RIHS
.i
1
48
Indica o
Value p oposi ion o H2IOSC
Defini ion(s)
The KPI desc ibes he unique alue ha H2IOSC
deli e s. I answe s: Wha p oblem is being sol ed?
Who will benefi and how?
Ra ionale
The a ionale p o ides he jus ifica ion o unde aking
he p ojec : Wha a e he s a egic goals? Wha is he
impac o no doing he clus e ? Wha compe i i e
ad an age o ope a ional eiciency will be gained?
Assump ions
The a ge use needs o wan s he solu ion. The cos s
a e p edic able and con ollable. S akeholde s will
suppo H2IOSC also in he u u e. Technology o
esou ces will be a ailable and suicien .
Da a/in o ma ion needs and
esou ces
To de elop and suppo he alue p oposi ion, he
ollowing da a is needed: Ma ke da a (demand,
compe i ion), Financial da a (cos es ima es,
e enues), S akeholde eedback (needs,
expec a ions, pain poin s), Risk assessmen s
(po en ial oadblocks, mi iga ion). Resou ces: mainly,
echnological and human esou ces.
How is he KPI calcula ion
ca ied ou
S akeholde and se ice p o ide s in e iews; Use
jou ney mapping; Compe i i e analysis.
Who is p o iding his
in o ma ion
S akeholde , p ojec communi y, se ice p o ide s,
use s, supplie s.
Sou ces
Su ey
Uni o measu e
Desc ip i e field
Below is a desc ip ion o he H2IOSC Value p oposi ion in es iga ed.
The alue p oposi ion was explo ed wi hin he clus e om a ious pe spec i es. Fi s , i
was su eyed o he p ojec communi y a la ge, as s akeholde s bu also use s o he
in as uc u e acili ies pa icipa ing in H2IOSC and hei se ices ( ecu ing esponses:
“Mo e oppo uni ies o collabo a ion be ween esea che s and in as uc u e” and
“Simplified and sha ed access o esea ch esou ces and da a”). I was hen s a egically
explo ed wi h he coo dina o s o he ou na ional in as uc u e nodes (some
esponses: “Ex ended pa ne ship”, “De eloping a ac i e and inno a i e se ices/new
echnologies”). I was hen analyzed h ough su eys wi h he scien ific communi y using

49
he se ices (some esponses: “Upda ing on a ailable esou ces “, “Comple e and use ul
me ada a o esea ch pu poses “) and wi h use s o he se ices included in he TNA/NA
calls ( ecu ing esponses: “Enabled access o ad anced and eliable digi al
ools/ esou ces p o ided by esea ch in as uc u es” and “Imp o ed he quali y o
eiciency o ou esea ch p ocesses and da a wi h he help o H2IOSC echnologies and
expe ise”). Fo a de ailed analysis o he esul s, please e e o deli e able 1.4, which
specifically add esses his aspec . Howe e , i is he in en ion o he clus e managemen
o main ain ocus on his aspec by epea ing ques ionnai es so as no o lose ouch wi h
he s akeholde s' s a egic ision and he needs o scien ific and non-scien ific use s.
KPI – Key se ices
Indica o
Key se ices
Defini ion(s)
Key se ices
o H2IOSC a e he essen ial ac i i ies and
suppo s i p o ides o enable, enhance, o acili a e
esea ch.
Ra ionale
Enable ex e nal esea che s and indus y o use he
in as uc u e, o en ia open access o pee e iew.
Assump ions
Access mus be equi able and anspa en . H2IOSC
can suppo ex e nal demand wi hou dis up ing
in e nal esea ch.
Da a/in o ma ion needs and
esou ces
Ca ego y o se ices. Type o se ices ee (s anda d
se ices) and paid ( alue added se ices). Possible
use s, pa ne s, compe i o s. Possible se ices
eques . Cos s o equipmen and dedica ed s a.
Possible ee o alue added se ices.
How is he KPI calcula ion
ca ied ou
Se ice p o ide s in e iews; Use /pa ne mapping;
Compe i i e analysis.
Who is p o iding his
in o ma ion
P ojec communi y, se ice p o ide s, use s,
supplie s. Indus y.
Sou ces
Su ey, benchma k analysis, ne wo k e en s.
Uni o measu e
Desc ip i e field
50
Below is a desc ip ion o H2IOSC Key Se ices.
The ollowing a e he mac o ca ego ies o se ices o he H2IOSC clus e ca alogue.
 Technical se ices: digi al in as uc u es essen ial o esea ch and da a
managemen , including solu ions o secu e s o age, high-pe o mance
compu ing, AI-powe ed con en analysis, and ad anced ICT se ices o suppo
p ocessing, sha ing, and in e ope abili y o da a wi hin i ual and collabo a i e
esea ch en i onmen s.
 Da a & Digi al se ices: so wa e, ools, da ase s, and pilo p ojec s add essing
he needs o hose in ol ed in he s udy, managemen , and alo iza ion o cul u al,
linguis ic, and his o ical he i age, including ools o emo e moni o ing,
diagnos ics, da a ex ac ion and analysis, and digi al ab ica ion.
 Resea ch se ices: access o pla o ms (physical, digi al, e c.) o ca ying ou
scien ific expe imen s/use o cu ing-edge ools and equipmen o suppo
scien ific excellence.
 Inno a ion se ices: syne gies o exis ing ools and new inno a i e esea ch
capabili ies.
 T aining se ices: ee sel -paced cou ses and pla o ms o sha ing and
downloading open-access aining ma e ials, ailo ed o people in ol ed in he
humani ies, social sciences, and he i age science, o s eng hen in e disciplina y
skills and he use o Resea ch In as uc u es.
Wi h ega d o he me hods o access o H2IOSC se ices:
 Open access esou ces: access o hese esou ces is ee-o -cha ge.
 Value-added esou ces: o added- alue esou ces and se ices (i.e.: se ices
o scien ific esea ch and access o he echnological in as uc u e) a flexible
model is used ha conside s die en ca ego ies o use s:
1. Use s o he scien ific ne wo k: access, g an ed on he basis o scien ific
excellence and he po en ial impac o he p oposed esea ch p ojec ,
in ol ing a selec ion p ocess, equi es he paymen o a con ibu ion o co e
he cos s o p o iding he se ice.
2. P i a e use s: access is gua an eed by paying a ee equi ed o he use o
specific se ices o ea u es ha en ich he basic oe o he in as uc u e,
such as ad anced ea u es, specialized suppo o cus omized solu ions ha
mee specific needs. The ees help o co e he cos s o de elopmen ,
main enance, suppo and p o ision o hese se ices.
Fu he de ails on hese se ices, hei po en ial pa ne s/use s/compe i o s, and access
policies a e p o ided in deli e able 1.4.
I is impo an o no e ha he se ice ca ego iza ion is he one iden ified in he p ojec
con ex . Du ing he clus e 's ull ope a ional phase, i may unde go changes bo h in he
51
ype and numbe o se ices oe ed and in hei possible combina ion, wi h a iew o
esponding inc easingly eicien ly o in e es ed pa ies' eques s.
KPI – Cos analysis
Indica o
Cos analysis
Defini ion(s)
Cos analysis
e e s o he iden ifica ion,
quan ifica ion, and e alua ion o all cos elemen s
ela ed o he li ecycle o he H2IOSC. I includes
capi al in es men s, ope a ional expenses, pe sonnel
cos s, R&D and indi ec cos s, wi h he aim o ensu e
eicien esou ce alloca ion and long- e m
sus ainabili y.
Ra ionale
Budge planning and alloca ion: Helps unde s and
manage s unde s and he ue cos o he clus e .
Sus ainabili y assessmen : Ensu es he clus e can
ope a e long- e m wi hou financial isk. Decision
suppo : In o ms s a egic choices. Eiciency
moni o ing: Iden ifies cos d i e s and po en ial
sa ings. Funding applica ions: Requi ed by
go e nmen s and ins i u ions o jus i ying
in es men .
Assump ions
Cos analyses usually ely on a ew key assump ions:
Use ul li e o in as uc u es (e.g., 20 yea s). U iliza ion
a es o he in as uc u e (how in ensi ely i 's used).
Technological s abili y (i.e., pace o obsolescence).
S aing models. Main enance and eplacemen
schedules o equipmen .
Da a/in o ma ion needs and
esou ces
Capi al cos s (in es men done and o be done);
Ope a ing cos s (Pe sonnel, u ili ies, consumables,
main enance); Indi ec cos s.
How is he KPI calcula ion
ca ied ou
Da a cen e s/pla o ms e e en s in e iews, supplie s
in e iews.
Who is p o iding his
in o ma ion
Da a cen e s/pla o ms e e en s, supplie s.
Sou ces
Su ey
52
Uni o measu e
Numbe
The alues o he cos analysis a e epo ed below.
Cos ca ego ies
Desc ip ion
Value
2026-2035
(kEu o)
In es men
cos s
The amoun was esma ed conside ing he 5
-
yea li e
cycle o he ha dwa e (da a cen e ) equipmen acqui ed
wi h NRPP unds, in o de o main ain he clus e 's high-
pe o mance and cung-edge capabilies. Fo he da a
cen e s, i was he e o e esma ed ha he same le el
o in es men would be sus ained a he end o he 5
yea s. Fo he plao ms acqui ed wi h NRPP unds, a
di e sified aluaon was applied, aking in o accoun
hei complexi y and echnical specificies.
15.682
Running cos s
The amoun was esma ed conside ing he po enal
main enance and consumables cos s, as well as ulies,
o he fi s fi e yea s and en yea s o he da a cen e s,
aking in o accoun ha hese da a cen e s (may) also
consis o equipmen p e iously acqui ed wi h non-NRPP
unds, bu whose main enance was necessa ily
conside ed, o echnical and unconal easons, in
conjuncon wi h he equipmen acqui ed wi h p ojec
unds. The amoun also includes echnical suppo cos s
o he plao ms o e he same pe iod and, finally, he
main enance and consumables cos s associa ed wi h he
se ices lis ed in he ca alogue.
27.396
R&D cos s
cos s o esea ch and de elopmen ac ies ha a e
planned o be ou sou ced o supplie s in o de o ensu e
he efficiency and pe o mance s anda ds equi ed o
H2IOSC plao ms and se ices. Resea ch and
de elopmen ac ies ela ed o he da a cen e s and
mos o he plao ms used a e ca ied ou by clus e
2.902
53
pe sonnel, he cos o which is epo ed unde
"manpowe cos s" i em.
Manpowe cos s
The amoun was esma ed based on an analysis o he
manpowe equi emen s o he clus e 's managemen
and ope aons in he coming yea s. The analysis
specifically conside ed he manpowe equi ed o he
p ope unconing o he da a cen e s and plao ms
used o he pu poses o he H2IOSC clus e , as well as
o he p ope p o ision o he se ices lis ed in he
ca alogue. I akes in o accoun pe manen s aff al eady
employed in he a o emenoned ac ies and
empo a y s aff who may be hi ed o upg ade ce ain
se ices, based on he p ojec s won.
23.890
O e heads
calcula ed as 7% o di ec cos s p e ious lis ed, o use he
same pe cen age applied unde he NRRP- unded
p ojec .
4.891
KPI – Re enues
Indica o
Re enues
Defini ion(s)
I e e s o he income gene a ed by he clus e om i s
ope a ions, se ices, and o he unding sou ces.
Ra ionale
Assess i s financial sus ainabili y. In o m policy
decisions and unding s a egies. Measu e i s
economic impac and e u n on in es men . Imp o e
eiciency and planning o u u e de elopmen . Jus i y
public unding by showing alue gene a ed.
Assump ions
Re enue includes public and p i a e con ibu ions,
g an s, and se ice ees. The clus e p o ides aluable
ou pu s (da a, echnology, knowledge) ha o he s a e
willing o pay o o suppo . Re enue gene a ion does
no necessa ily imply p ofi mo i e.

54
Da a/in o ma ion needs and
esou ces
Re enue om se ices o use ees,
Na ional/in e na ional g an s, Ins i u ional unding
How is he KPI calcula ion
ca ied ou
Sum o he ele an sou ces
Who is p o iding his
in o ma ion
Managemen o he p ojec
Sou ces
Annual financial s a emen s, p ojec budge
alloca ion
Uni o measu e
Numbe
The alues o he e enues and some concluding commen s a e epo ed below.
Re enue
ca ego ies
Desc ip ion
Value
2026-2035
(kEu o)
Na ional Nodes
Co e budge
This is cons u ed by O dina y go e nmen unding
(FOE). To be unde s ood as financing o he "FOE a
alenza in e nazionale", which is expec ed o be (pa ly)
alloca ed o he e e ence pe iod. This Co e Budge
se es he basic unding o H2IOSC ope aon, ensu ing
he connuous unconing o i s Nodes. Indeed, H2IOSC
is sus ained h ough indi ec unding mechanisms, wi h
financial esou ces p o ided ia he naonal nodes,
a he han h ough di ec cen alised allocaons.
3.400
EU esea ch and
naonal p ojec s
income
To be unde s ood as an esma ed alue based on he
p ojec s financed in he las 5 yea s (2019-2024), aking
in o accoun he ac ha he end o p ojec s won in
he ecen pe iod is confi med. Eu opean esea ch and
naonal g an s will p o ide addional unding o he
de elopmen o specific H2IOSC ac ies and/o
se ices, and o u u e in es men s, bo h a he clus e
le el and a he Nodes le el.
8.690
Se ice ee
Fo ecas based on expec ed eques s o access o
echnical, aining and digi al added- alue se ices o
which he paymen o a con ibuon o ee is expec ed,
calcula ed aking in o accoun he analysis o he
2.051
55
demand o se ices and he end o se ices al eady
ope aonal eques ed. The con ibuons and ees a e
eques ed o co e mainly he cos s associa ed wi h
making he same se ices a ailable.
O he e enues
In o de o ensu e ull co e age o he cos s associa ed
wi h he co ec ope aon o he naonal Nodes.
Specifically, hese unds include he FOE (Ins uonal
Fund) o co e he cos o pe manen s aff and ulies
cos s, as well as a e enue o ecas o public-p i a e
pa ne ships ha a e planned o be ac a ed in he long
e m and o which ne wo king ac ies ha e been
inia ed du ing he p ojec 's li e cycle.
60.620
Fu he de ails on cos s, e enues and financial sus ainabili y a e p o ided in deli e able
1.4.
I is impo an o ake in o accoun he assump ions made in he men ioned deli e able
and he ac ha he o ecas s will necessa ily ha e o be moni o ed and upda ed based
on he p og ess o he clus e 's ac i i ies, i s se ices, and o he con ingen si ua ions.
3.1.6 Pe o mance Measu emen and Assessmen Dashboa d
The Pe o mance Measu emen and Assessmen Dashboa d is a comp ehensi e ool designed
o ack and e alua e he p og ess, pe o mance, and impac o he H2IOSC p ojec . I se es
as a cen alized plao m ha p o ides eal-me insigh s in o a ious aspec s o he p ojec 's
implemen aon and ou comes. The dashboa d inco po a es key pe o mance indica o s
(KPIs) and me ics aligned wi h he p ojec 's objec es, conside ing hose defined by he
p ojec echnical shee , allowing s akeholde s, including he P ojec decision-making
s uc u e, o moni o he p ojec 's pe o mance agains p ede e mined a ge s.
Th ough he Pe o mance Measu emen and Assessmen Dashboa d, s akeholde s can assess
he effec eness and efficiency o he p ojec ’s ac ies, iden ying a eas o success and
a eas ha equi e imp o emen .
The Pe o mance Measu emen and Assessmen Dashboa d se es as a aluable decision-
making ool, suppo ng s akeholde s in making in o med choices o ensu e he p ojec 's
success. I acili a es da a-d i en discussions, enables he idenficaon o ends and pae ns,
and p o ides a basis o e idence-based in e enons and adjus men s o p ojec
implemen aon s a egies.
56
O e all, he Pe o mance Measu emen and Assessmen Dashboa d ac s as a p accal
esou ce, consolidang p ojec knowledge and offe ing aluable suppo o s akeholde s. I
p o ides a comp ehensi e assessmen o he p ojec 's implemen aon condions, offe ing
insigh s in o i s achie emen s, challenges, and a eas o imp o emen . By le e aging he
dashboa d's unconalies, s akeholde s can effec ely moni o and e alua e he H2IOSC
p ojec 's p og ess, acili ang he aainmen o p ojec objec es and maximizing i s impac
in he field o humanies and cul u al he i age esea ch and inno aon.
Wi h he aim o suppo moni o ing and e aluaon ac ies wi hin he H2IOSC p ojec , as
desc ibed in secons 5 (Moni o ing) and 6 (Repo ng) o D1.1, we epo in he ollowing he
ele an Key indica o s ound o bo h p ocedu al and financial p og ess o he p ojec .
KPI – P ocedu al p og ess o he p ojec
Indica o
 Numbe o days o fill in and sign checklis o
ec ui men (checklis 6) and o p ocu emen
(checklis 7);
 Numbe o days o upload checklis 6 and 7 on
OwnCloud signed by he Di ec o .
Defini ion(s)
They assess
h ough he implemen a ion o sel
-
moni o ing e iews o ec ui men and p ocu emen
p ocedu es ha e been comple ed a a gi en poin in
ime, compa ed o a baseline o imeline.
Ra ionale
Ensu e imely implemen a ion o p ojec ac i i ies.
Moni o wo kflow, ask comple ion, and
adminis a i e p ocesses. Iden i y delays o
de ia ions ea ly o co ec i e ac ion. P omo e
accoun abili y among eams and s akeholde s.
Suppo esou ce planning and decision-making
du ing p ojec execu ion.
Assump ions
A clea ly defined wo k plan o p ojec schedule exis s.
Tasks and miles ones a e well-defined wi h assigned
esponsibili ies. Delays and de ia ions can be
quan ified and in es iga ed.
Da a/in o ma ion needs and
esou ces
P ojec wo k plan
and
ac i i y schedule, Miles one
defini ions and due da es. Reco ds o ask
comple ions (checklis s).
57
How is he KPI calcula ion
ca ied ou
Use o acking ools o da a en y and moni o ing.
Who is p o iding his
in o ma ion
Managemen and adminis a i e s a.
Sou ces
CNR Owncloud
and Sha epoin Wo kbook
Uni o measu e
Numbe
The alues o he iden ified KPIs and some concluding commen s a e epo ed
below.
P ocedu al indica o s (Numbe o days)
BIM
4
BIM5
BIM6
BIM7
BIM8
BIM9
BIM10
BIM11
BIM12
BIM13
BIM14
BIM15
P ocedu al indica o s o
ec ui men
:
Numbe o days o fill ou and signa u e
o he checklis 6
38,88 61,66 62,93 -
P ocedu al indica o s o
p ocu emen
:
Numbe o days o fill ou and signa u e
o he checklis 7
85,69 153,74 192,10 83,44
P ocedu al indica o s: Numbe o days
o fill ou and signa u e o he
checklis 6 and 7
BIM4
BIM5
BIM6
BIM7
BIM8
BIM9
BIM10
BIM11
BIM12
BIM13
BIM14
BIM15
P ocedu al indica o s o
ec ui men
:
Numbe days o upda e checklis 6 in
OwnCloud ae Di ec o 's signa u e
2,92 2,11 0,00 -
P ocedu al indica o s o p ocu emen :
Numbe days o upda e checklis 7 in
OwnCloud ae Di ec o 's signa u e
1,67 0,00 0,00 0,00
As desc ibed in secon 6 (Repo ng) o D1.1 and se ou in he P ocedu al and Financial
wo kflows, he checklis s “Annex 6 o ec ui men p ocedu es” and “Annex 7 o p ocu emen
p ocedu es” d aed by he Minis y, we e sha ed by he H2IOSC Financial Manage wi h he
UOs.
All he Ins u es conside ed ha he implemen aon o sel -moni o ing e iews o
ec ui men and p ocu emen p ocedu es h ough he checklis s was a alid ool. The
Ins u es conside ed his p ocess essenal in o de o ensu e ha he in o maon and
documen aon equi ed o all p ocedu es ca ied ou was consis en and comple e. Howe e ,
he implemen aon o sel -assessmen p ocess equi ed mo e me han expec ed,