Guide to filling out the Supplementary data sheet for consortia of the National Research Data Infrastructure (NFDI)

Purpose of this document

This guide is intended as an aid to completing the supplementary data sheet for consortia of the National Research Data Infrastructure (NFDI). To this end, chapter 1 provides explanatory comments and indicates the relations to similar or related IDs. Chapter 2 comprises a glossary that references definitions of terminology relevant to the data sheet, while chapter 3 lists the corresponding references.

Note: Many of the comments listed in this guide are also included in the data sheet itself as Excel comments.

Information on completing the data sheet

Unless specified otherwise, the IDs in the data sheet refer to the reporting period from the submission of the last data sheet or - if this is the first submission of a data sheet - the start of funding of the consortium up to the current submission.

Exceptions:

  • ID 1022-1023: Please insert the respective communities/subjects/disciplines at the time the data sheet is submitted.
  • ID 4002: Please enter the total number of registered users at the time the data sheet is submitted.
  • ID 4005-4007: Please insert the number of services in the respective stages at the time the data sheet is submitted.
  • ID 5001: Please insert the individual services at the time the data sheet is submitted.

General information

Please enter the date according to the following format: DD/MM/YY

The DFG reference number (in German: "Geschäftszeichen" starts with "NFDI", followed by a number, which is followed by "/", followed by another number.

Example: NFDI 99/1

Please select one of the two options from the dropdown list.

Please enter the date according to the following format: DD/MM/YY

1. Overarching information about a consortium

Please only consider scholarly works published in open access in which at least one person is or was the first or reference author as part of their duties for the consortium.

Please consider the definitions of "open access" and "scholarly works" in the glossary for this data sheet.

To avoid double counting, please do not include any activities here that are already included in ID 1002.

Please only consider scholarly works published in closed access in which at least one person is or was the first or reference author as part of their duties for the consortium.

Please consider the definition of "scholarly works" in the glossary for this data sheet.

To avoid double counting, please do not include any activities here that are already included in ID 1001.

Please only consider software published in open source in which at least one person is or was the lead software developer as part of their duties for the consortium.

Please consider the definitions of "open source" and "software" in the glossary for this data sheet.

To avoid double counting, please do not include any activities here that are already included in ID 1004.

Please only consider non-open source software published in which at least one person is or was the lead software developer as part of their duties for the consortium.

Please consider the definition of "software" in the glossary for this data sheet.

To avoid double counting, please do not include any activities here that are already included in ID 1003.

Please only consider educational media resources published in open access in which at least one person is or was the first or reference author as part of their duties for the consortium.

Please consider the definitions of "educational media resource" and "open access" in the glossary for this data sheet.

For educational media resources that consist of multiple materials or files, please count each individual file.

To avoid double counting, please do not include any activities here that are already included in ID 1006.

Please only consider educational media resources published in closed access in which at least one person is or was the first or reference author as part of their duties for the consortium.

Please consider the definition of "educational media resource" in the glossary for this data sheet.

For educational media resources that consist of multiple materials or files, please count each individual file.

To avoid double counting, please do not include any activities here that are already included in ID 1005.

Please only consider events held that were either organised by the consortium itself or for which at least one person was in charge of holding and/or hosting the event as part of their duties for the consortium.

Please consider the definition of “event” in the glossary for this data sheet.

For events that include more than one session, please count each individual session.

To avoid double counting, please do not include any activities here that are already included in IDs 1008 and 1009.

Please only consider events held for educational purposes that were either organised by the consortium itself or for which at least one person was in charge of holding and/or hosting the event as part of their duties for the consortium.

Please consider the definition of “event” in the glossary for this data sheet.

For events that include more than one session, please count each individual session.

To avoid double counting, please do not include any activities here that are already included in IDs 1007 and 1009.

Participation is defined as at least one person and/or institution participating and/or having participated in an event as part of their duties for the consortium.

Please only consider events in which either the consortium itself or at least one person participated as part of their duties for the consortium.

Please consider the definition of “event” and "participation" in the glossary for this data sheet.

For events that include more than one session, please count each individual session.

To avoid double counting, please do not include any activities here that are already included in IDs 1007 and 1008.

Please estimate the number of individual human users and explain the calculation method either in the proposal or in appendix 5 to the data sheet in DFG form nfdi110.

Please consider the definition of "user” in the glossary for this data sheet.

Participation is defined as at least one person and/or institution participating and/or having participated in a working group or section as part of their duties for the consortium.

Please consider only one participation per working group or section per consortium, even if more than one person and/or institution participates or participated in the working group or section as part of their duties for the consortium.

Please consider the definitions of "participation" and "user” in the glossary for this data sheet.

Cooperation between two NFDI consortia is defined as at least one person and/or institution acting as part of their duties for the consortium when cooperating with at least one person and/or institution acting as part of their duties for another consortium.

Please consider only one cooperation per consortium, even if more than one person and/or institution acting as part of their duties for the consortium cooperates with at least one person and/or institution of the other consortium.

Please consider the definition of "cooperation" in the glossary for this data sheet.

To avoid double counting, please do not include any cooperations here that are already included in IDs 1013, 1014, 1015 or 1016.

Cooperation with actors outside the NFDI system is defined as at least one person and/or institution acting as part of their duties for the consortium when cooperating with at least one person and/or institution who is neither applicant, co-applicant or participant of a consortium nor part of an NFDI working group or section. This also applies to persons and/or institutions whose parent and/or umbrella organisation is involved in the NFDI.

Please consider only one cooperation per consortium, even if more than one person and/or institution acting as part of their duties for the consortium cooperates with the respective actor outside the NFDI.

Please consider the definition of "cooperation" in the glossary for this data sheet.

To avoid double counting, please do not include any cooperations here that are already included in IDs 1012, 1014, 1015 or 1016.

Cooperation with actors outside Germany is defined as at least one person and/or institution acting as part of their duties for the consortium when cooperating with at least one person and/or institution based abroad.

Please consider only one cooperation per consortium, even if more than one person and/or institution acting as part of their duties for the consortium cooperates with the respective actor outside Germany.

Please consider the definition of "cooperation" in the glossary for this data sheet.

To avoid double counting, please do not include any collaborations here that are already included in IDs 1012, 1013, 1015, 1016.

Please consider only one institutionalised cooperation per consortium, even if more than one person and/or institution acting as part of their duties for the consortium takes part in that institutionalised cooperation.

Please consider the definition of "institutionalised collaboration" in the glossary for this data sheet.

To avoid double counting, please do not include any cooperations here that are already included in IDs 1012, 1013, 1014 or 1016.

Please consider the definition of "cooperation" in the glossary for this data sheet.

To avoid double counting, please do not include any cooperations here that are already included in IDs 1012, 1013, 1014 or 1015.

This ID refers to actors/communities/institutions of which at least one member or representative joined the consortium in one of the following functions since the submission of the last proposal:

  • spokesperson
  • applicant
  • co-spokesperson
  • co-applicant
  • participant

This ID refers to the tasks described in the work programme of the last proposal.

A task is considered completed if the objective of the task outlined in the work programme of the last proposal was achieved.

Please also consider the definition of "task" in the glossary for this data sheet.

This ID refers to the tasks described in the work programme of the last proposal.

A task is considered failed if the objective of the task outlined in the work programme of the last proposal was not reached.

Please also consider the definition of "task" in the glossary for this data sheet.

This ID refers to the tasks described in the work programme of the last proposal.

A task is considered adapted or modified if its objective was adapted or modified since the last proposal was submitted.

Please also consider the definition of "task" in the glossary for this data sheet.

User consultation is defined as a consultation provided to users who are not involved in the consortium as applicants, co-applicants or participants.

Please count here every single consultation provided, regardless of the medium used (e.g. e-mails, tickets, interviews, meetings, annual user surveys and others).

Please also consider the definitions of "consultation" and "user" in the glossary for this data sheet.

This information does not have to be recorded until the Progress Reports on the second funding phase of the consortium have to be submitted.

This ID refers to communities/subjects/disciplines of which at least one member or representative is involved in the consortium in one of the following roles:

  • spokesperson
  • applicant
  • co-spokesperson
  • co-applicant
  • participant

Please list all the communities/subjects/disciplines according to the DFG subject classification.

RB-Nr: Please provide the corresponding RB-Nr according to the DFG subject classification.

ID 1022100 and 1022101: The subsequent ID is numbered automatically when something is entered in the previous line of column B. For better illustration, you will find an example in ID 1023100 that is to be replaced.

This ID refers to communities/subjects/disciplines that the consortium considers target communities/subjects/disciplines.

Please list all the communities/subjects/disciplines according to the DFG subject classification.

RB-Nr: Please provide the corresponding RB-Nr according to  DFG subject classification.

ID 1023100 and 1023101: The subsequent ID is numbered automatically when something is entered in the previous line of column B.

2. Information about a consortium's networking with the community

“Community engagement in this context means establishing two-way communication between the consortia and their respective communities.” (see the spreadsheet "Preface", chapter 4, number 1, p. 11)

To avoid double counting, please do not include any activities here that are already included in IDs 2002 or 2003.

“Community activation subsumes activities aimed at empowering communities to self-regulate and further develop their RDM practices.” (see the spreadsheet "Preface", chapter 4, number 1, p. 11)

To avoid double counting, please do not include any activities here that are already included in IDs 2001 or 2003.

“Activities using the furthering interconnectivity approach aim at leveraging existing networks from the institutional level to the level of consortia and beyond.” (see the spreadsheet "Preface", chapter 4, number 1, p. 11) 

To avoid double counting, please do not include any activities here that are already included in IDs 2001 or 2002.

3. Overview of the research data of a consortium

If necessary, please provide further information on this ID, for example, regarding the nature of the data, its composition, etc., in appendix 5 to the data sheet in DFG form nfdi110.

Please consider the definition of “data set/dataset” in the glossary for this data sheet.

Please enter the number of datasets that fulfil the quality criteria established by the consortium. The relevant quality criteria must be referenced by citing a source or described either in appendix 5 to the data sheet in DFG form nfdi110 or in the proposal.

If necessary, please provide further information on this ID, for example, regarding the nature of the data, its composition, etc., in appendix 5 to the data sheet in DFG form nfdi110.

4. Overview of the services of a consortium

Please enter the number of all single uses of all services provided by the consortium.

Please consider the definitions of “service” and “user” in the glossary for this data sheet.

This information only serves to make the development of the consortium's service portfolio more comprehensible.

Please enter the number of registered users of all services provided by the consortium.

Please consider the definitions of “service” and “user” in the glossary for this data sheet.

This information only serves to make the development of the consortium's service portfolio more comprehensible.

Please consider the definitions of “service” in the glossary for this data sheet.

This information only serves to make the development of the consortium's service portfolio more comprehensible.

This information does not have to be recorded until the Progress Reports on the second funding phase of the consortium have to be submitted.

Please consider the definitions of “open source” and “service” in the glossary for this data sheet.

This information only serves to make the development of the consortium's service portfolio more comprehensible.

Please consider the definitions of “development phase/development stage” and “service” in the glossary for this data sheet.

This information only serves to make the development of the consortium's service portfolio more comprehensible.

Please consider the definitions of “prototype phase/prototype stage” and “service” in the glossary for this data sheet.

This information only serves to make the development of the consortium's service portfolio more comprehensible.

Please consider the definitions of “operation phase/operation stage” and “service” in the glossary for this data sheet.

This information only serves to make the development of the consortium's service portfolio more comprehensible.

Please consider the definition of “service” in the glossary to this data sheet.

This information only serves to make the development of the consortium's service portfolio more comprehensible.

5. Information about each individual service of a consortium

Please select the Service category from the drop-down list after entering the name of the respective service.

(For details on the individual service categories, please see the spreadsheet “Preface”, chapter 3, number 8.)

ID 5001 and subsequent IDs in column A are numbered automatically when something is entered in the previous line of column B. For better illustration, you will find an example in ID 5001 that is to be replaced.

2. Glossary

TermOntology/reference indicator and Link
activityWikidata
authority data / authority fileFABIO
collaborationWikidata
community engagementWhite Paper: Interim Report Reference (v.2) p. 11
community activationWhite Paper: Interim Report Reference (v.2) p. 11
consultation / consultancyWikidata
cooperationWikidata
data curationWhite Paper: Interim Report Reference (v. 2) p. 22
data set / datasetDatacite p. 26
development phase /development stage 
educational media resourceWikidata
eventDatacite p. 26
furthering interconnectivityWhite Paper: Interim Report Reference (v.2) p. 11
Institutionalised collaborationWhite Paper: Interim Report Reference (v.2) p. 16
Integrate / integration (Einbindung)GND
key performance indicator (KPI)Wikidata
open accessDFG
open-sourceWikidata
operation phase / operation stage 
participationWikidata
prototype phase / prototype stage 
publication (Publikation)Kerndatensatz Forschung (Pu4a)
scholarly workFABIO
serviceWhite Paper: Interim Report Reference (v2) p. 19
softwareKerndatensatz Forschung (Pu45)
taskWikidata
userWikidata

References

  1. Amelung, L., Anthofer, V., Danabalan, R., Demandt, É., Ebert, B., Elschner, E., Espinoza, S., Eufinger, J., Fuchsloch, S., Götz, B., Henzen, C., Hunold, J., Idda, T., Jansen, L., Krieger, U., Rodrigues, C. M., Meister, M., Miller, B., Pitroff, S., … Zinke, W. (2023). White Paper: Interim Report Reference. Version 2. 
  2. DataCite Metadata Working Group. (2021). DataCite Metadata Schema Documentation for the Publication and Citation of Research Data and Other Research Outputs. Version 4.4. DataCite e.V.
  3. FAIR Data Maturity Model Working Group. “FAIR Data Maturity Model. Specification and Guidelines”, 25 June 2020.
  4. FAIRassist.org” FAIRsharing team & University of Oxford. Accessed 24 November 2023.
  5. Deutsche Forschungsgemeinschaft (DFG, German Research Foundation). “What is open access?” Accessed 24 November 2023. 
  6. KDSF – Standard für Forschungsinformation in Deutschland“. Version 1.3. Accessed 24 November 2023.
  7. Peroni, S., Shotton, D. (2012). FaBiO and CiTO: ontologies for describing bibliographic resources and citations. In Journal of Web Semantics, 17: 33-43. Open Access.
  8. Turewicz, Michael, Scholz, Uwe, Glöckner, Frank Oliver, Dammann-Kalinowski, Tanja, and Wittchen, Manuel. “De.nbi Service Category-specific KPI Selection and Criteria”. Zenodo, 31 May 2022.
  9. Wikidata.org.” Accessed 24 November 2023.