Research and Innovation Research and Innovation R&I policy monitoring: - Research & Innovation Observatory Presentation & discussion ERAC, 6-7 September

Research and Innovation


R&I policy monitoring: - Research & Innovation Observatory

• Presentation & discussion ERAC, 6-7 September 2012

• Clara de la Torre• DG RTD, Directorate C

• …• JRC, Unit A2•

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Outline

I.1. Needs assessmentI.2. Overall conceptI.3. Expected use of the ObservatoryI.4. Possible role of ERAC members

II.1. Conceptual frameworkII.2. ContentII.3. Information collectionII.4. Access to services

> Leading questions for the discussion

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Needs assessment /1

Generic needs Description and analysis of national R&I systems,

policies and performance, highlighting contribution to competitiveness, growth and jobs and identifying key challenges to be addressed

Assessment of the overall trend of R&I policies in the EU, identification of new or persistent systemic issues that affect the R&I performance of the EU as a whole, and benchmarking of policy developments in the EU against those taking place in key trading partners

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Needs assessment /2

Specific needs European Semester: identifying R&I key challenges,

assessing impacts and formulating policy guidance

IU: monitoring the implementation of IU commitments and analysis of performance based on indicators

ERA: assessing Member States' progress towards ERA objectives and implementation of ERA actions

International cooperation: monitoring R&I policy developments in selected third countries to steer the S&T international cooperation activities of the EU

Others: to be analyzed (e.g. Smart specialization)4



Overall concept /1

Need a single reference point that integrates the currently fragmented landscape of R&I information systems by building on existing R&I information systems (such

as e.g. ERAWATCH/TrendChart, NETWATCH, I3S)

(in due course) superseding all R&I information systems by either functional integration or takeover of content

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Overall concept /2

An information system to support the strategic development of R&I policies in the EU by contributing to a step change in our understanding of

R&I as levers of growth

creating a decisional advantage for economic and public actors in the Union through a stronger evidence base

serving the information needs of Commission services that monitor and assess R&I policies

providing added value services to MS, AC and other stakeholders involved in the development of R&I policies 6



Overall concept /3

Main tasks Produce data and analysis (both qualitative and

quantitative) in respect of R&I systems and policies in the Union and abroad

Publish, disseminate and valorise data and analysis, whether produced by the Observatory itself or ceded to it by other parties

Further the state of the art on the methodologies for the production of data and subsequent analyses and on the conditions for their pertinence and reliability

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Overall concept /4

Geographical scope Now:

The 27 Member States

Short term:

Associated countries

Selected third countries (key trading partners of the Union)

Longer term:

The regions within the Union

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Expected use of the Observatory

Before the AGS: support the analysis of the main R&I policy trends and produce up-to-date 'estimates' of key performance indicators to contribute to EU policy orientations at the start of the European Semester

During the European Semester: monitor progress on national policy developments related to individual IU commitments and ERA actions and their implementation by stakeholders (+ related indicators) in support of the assessment of NRP

After the CSRs: further document and analyse the key challenges that need to be addressed by Member States on R&I and possibly provide policy comparisons with countries in similar situations

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Possible role of ERAC members

Contribute to the identification of the needs of national practitioners (policymakers, analysts)

Assist in the identification of relevant national services involved in R&I policy making and facilitate establishment of the necessary links for collecting data/information

Promote involvement of national practitioners in the work of the Observatory

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Part II

1. Architecture2. Analytical framework for ERA/IU3. Content4. Information collection5. Dissemination and access

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II.1. Internal architecture

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INNOVATIONUNION & ERA

MODULE

OTHERMODULES

(e.g. SMARTSPECIALISATION)

ECONOMICSEMESTER

MODULE

QUANTITATIVE& QUALITATIVE

DATA

OBSERVATORYSTAFF

POLICYINFORMATION

ECONOMICINTELLIGENCE

WEBFRONT

END

MINING& ANALYSIS

TOOLKIT

BACKEND


DATA

POLICYINFORMATION



MODULE

BIO-ECONOMY

MODULE

ECONOMICSEMESTER

MODULE

USERVIEWS

DATALAYER

OECDEUROSTAT

DATAINTERFACES

NATIONALBODIES

EUOPENDATA

COMMISSIONSTAFF

NATIONALPRACTITIONERS



II.2. Conceptual framework for ERA/IU

Context: overall classification of needs

The needs from concerned users within the Commission services are being gathered

They will be organised in a "tree model" of issues to be addressed

The model will define the scope for coverage by the R&I Observatory

The coverage will guide collection and analysis of data on national R&I policies in view of their assessment.

In the case of ERA and IU, the initial version of this model, given largely reflects the needs of DG RTD users and the content of the IU and ERA communications

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MODULE



Work in progress…


MODULE



II.2. Content

Qualitative data

Description of the main features of R&I systems cf conceptual framework (mapped to the IU Self-Assessment Tool)

Regular monitoring of R&I policy developments in Member states, Associated countries and in some third countries

Monitoring of the implementation of IU and ERA commitments

Quantitative data

Estimates on 5 key data on R&D resources (GOVERD, BERD, …)

Statistics and indicators sourced notably from Eurostat and other Commission services, incl. IUC database, EU industrial R&D investment database, Regional innovation database

Other sources of data produced by official bodies such as OECD, e.g. innovation surveys, regularly updated datasets;

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MODULE


DATA

POLICYINFORMATION


DATALAYER

OECDEUROSTAT

DATAINTERFACES

NATIONALBODIES



II.3. Information collection

Data collection by the Observatory will rely on:

Information provided by the countries themselves, e.g. national authorities

Data made available to the Observatory by other parties, e.g. OECD

Data obtained via in-house expertise from JRC, in particular country desks

Data collected via mechanisms, involving national authorities where appropriate.

Direct collection requests by Commission services, (e.g. studies and surveys), coordinated to avoid duplicative requests.

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II.4. Dissemination and access

The aim is to provide data in a user-friendly way

All the data should be readily accessible and regularly checked/updated with the highest quality standards.

Major updates will aim to be synchronised with the milestones of the European Semester and the IU/ERA policy cycles

This will be achieved through the ‘opendata.eu’ concept.

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• Thank you for your attention!

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Leading questions for the discussion

• How could ERAC and its members contribute in the setting up and running of the future R&I Observatory?

• Should one of the main sources of information to be collected and analysed by the Observatory be national administrations?

• Which input would you expect from the Observatory to feed current and future ERAC mutual learning activities?

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Documents

Research and Innovation Research and Innovation R&I policy monitoring: - Research & Innovation Observatory Presentation & discussion ERAC, 6-7 September