Deliverable 3.1 – “Guidelines for Data, Services, Software Platform Policy Implementation” provides a comprehensive framework for the standardization, consolidation, and alignment of digital resources and research infrastructures (RIs) within the H2IOSC project. The document addresses key challenges in harmonizing data policies, ensuring quality assurance, and implementing common strategies for interoperability and FAIR compliance across participating infrastructures. The report is structured into the following main sections: Introduction: Outlines the objectives of Work Package 3 (WP3), which focuses on bridging gaps among RIs, aligning standards, and reducing interoperability issues across technological, ICT, and scientific layers. It emphasizes adherence to FAIR principles, Open Access, and Open Data policies as foundational elements for the development of a shared ecosystem. Methodological Approach: Describes the policy management cycle adopted, based on the European Data Governance Strategy, including stakeholder engagement, research, design and development, and implementation phases. Data Policy Implementation: Examines policies and best practices for managing the entire data lifecycle—production, storage, curation, long-term preservation, access, and authentication—across four major infrastructures: CLARIN, DARIAH, E-RIHS, and OPERAS. Each subsection includes practical case studies demonstrating real-world application of these policies. Quality Assessment of Repositories, Data, and Metadata: Defines criteria and methodologies for evaluating data quality and repository trustworthiness, referencing international standards such as CoreTrustSeal and OAIS. It also presents tools and workflows for metadata validation and FAIR compliance. Guidelines for Common Policy Implementation: Provides actionable recommendations for harmonizing policies across infrastructures, ensuring interoperability, and supporting the integration of national platforms into the European Open Science Cloud (EOSC) ecosystem. The deliverable concludes with an analysis of current achievements and outlines future steps to refine strategies, enhance FAIRification processes, and strengthen alignment with EU and global standards. These guidelines will serve as a foundation for improving data governance, fostering open science practices, and enabling sustainable interoperability among research infrastructures in the humanities and cultural heritage domain. Due to project-level deliverable submission deadlines, the information in this document is updated as of M36 (October 31, 2025). However, the authors intend also publish an update version that will reporting the latest development about the services and pilots as soon as they are available. This will provide comprehensive information to inform improvement actions, refining strategic action within the cluster.
Bucciero et al. (Fri,) studied this question.