Guidance on B3 Desktop Search Methodology 1. Rationale / objective The B3 Action Group Desktop Search activity aims to provide an overview of current ongoing work on integrated care across Europe. It forms part of the mapping exercise providing detailed information of the current initiatives in integrated care. The desktop search task for the B3 Action Group is quite distinct from formal, academic clinical / bio-medical research, audit and quality assurance activities. The output from the B3 desktop search will be a summary of available evidence of existing integrated health and social care models / services / care pathways in Europe, also considering the role of industry and service organizations, highlighting the Good practices already existing. Further analysis of data / information found will consider the relationship between the provision, effectiveness and efficient use of integrated health and social services and the needs of the population, as well as innovative models / practices. The development of integrated care is complex, requiring a blend of policy, strategy and innovative services in order to facilitate the redesign of health and social care services. The existing knowledge and expertise of all B3 members will be drawn upon during the desktop search activity in order to provide a comprehensive overview of current activity in Europe. 2. The B3 Desktop Research Process The B3 members who have committed to working on this activity within each of the Action Areas will use the Yammer Desktop Search Group to collaborate on this cross-cutting activity. Ideas about methodology, findings, etc can be shared via this Group to ensure consistency of approach. The following table outlines the suggested common process and timeline for delivery of tasks during 2013 for the desktop search activity. Guidance on B3 Desktop Research Methodology V1.0 Page 1 of 6 26/04/2013
B3 members participating in this activity in each Action Area will follow this process: Timeline Desktop search process Suggestions Deliver by April 2013 End of April beginning of May 2013 Consider and agree what information we want to gather and what do we expect to gain from it? Agree role(s) of collaborators (who will do what) and timeframe. Agree how and where data will be stored initially (until B3 repository is available). Delta Questionnaires, Good Practice examples and info from EU funded projects is a good starting point. Action Area Co-ordinators should facilitate and delegate. Identify areas of expertise / interest of each collaborator. Use knowledge of B3 members to identify suitable tool to use. End of April 2013 End of April Each action area coordinator will arrange a Telecon with Task Co-ordinator (s) End of April Task Co-ordinators will make Yammer contact with their respective task collaborators. May - June 2013 Collect desktop search data using agreed methodology for searching data, including agreed (common) Key Words for each Action Area. Starting with the info in the Good Practices + EU Projects + DELTA Analysis results + Commitments 1 st week of May Coordinator(s) +Collaborators will have had a planning telecom (as required). 31 st May Initial analysis of key documents and good practice examples identified July to October 2013 Analysis and interpretation of search data Storage of data in new B3 Repository (for ongoing reference, forming part of B3 Toolkits) Further data gathering as required Each collaborator should try to obtain Good Practices from his / her network and expertise area Use already existing analysis tools (preferably used in EU projects) Storage of data in the Business Intelligence tool designed by the Commission 30 th June Final gathering of information including key docs in integrated care. Ongoing process Guidance on B3 Desktop Research Methodology V1.0 Page 2 of 6 26/04/2013
3. Guidance on Desktop Search Methodology 3.1 What are the key sources of data / information? B3 Good Practice examples and info provided in the 2 Commitments Information from Conferences, Seminars, Workshops related to integrated care and chronic care. From book of abstracts to ppt. presentations Websites of B3 regions and organizations Information from B3 DELTA Analysis Information from EU projects and programmes related to integrated care and chronic care: Follow up of HORIZON 2020 EU Health Programme (2008-2013) http://ec.europa.eu/eahc/health/funded_projects.html Summaries of currently funded projects Funded projects and other grants (lists) Programme of Community Action in the field of Health http://ec.europa.eu/health/programme/ Consumer programme Funding and Public Procurement http://ec.europa.eu/eahc/consumers/index.html Follow up of the Joint Action addressing chronic diseases and promoting healthy ageing across the life cycle Research and Innovation http://ec.europa.eu/cip/index_en.htm Competitiveness and Innovation Framework Programme (CIP) Entrepreneurship and Innovation Programme (EIP) Information and Communication Technologies Policy Support Programme (ICT- PSP) Follow up of the Programme for the Competitiveness of enterprises and SMEs (COSME) 2014-2020 Framework Programme 7 (FP7) Regional Policy Inforregio Projects ICT Policy Support Programme http://ec.europa.eu/digital-agenda/en/ict-policy-supportprogramme Other funded programmes projects Other information Documents at a European; central; regional; sub-regional, local governance levels Documents from private / voluntary / campaign / member organisations Supranational organisations, e.g. World Heath Organisation (WHO), etc Materials freely available on the web Guidance on B3 Desktop Research Methodology V1.0 Page 3 of 6 26/04/2013
3.2 What kinds of data / information can we expect to find? Policy documents (green papers, white papers) Consultation documents Legal documents (acts) Hansard (available on web) Statutory instruments Circulars Briefing papers Guidance documents ( for funding; management issues; consultation; evaluation) Parliamentary or Assembly Committees Reports and Minutes of Evidence Research reports commissioned and external Policy critiques Case studies Example: Types of information: o Official private documents closed: e.g. medical records restricted: e.g. business records archived: e.g. companies house published: e.g. annual reports o Official state documents Archived: e.g. papers related to risk issues Published: e.g. Hansard: e.g. census Achievement: e.g. hospital ratings, health providers ratings, etc Libraries archives; use inter-library loans; etc. 3.3 How to access the data? Information given/provided by the Co-ordinators and Collaborators should be a priority. Central government websites (portal; EU portal; individual departments) Agencies, Regional governments and bodies (RDAs, Parliaments and Assemblies); Sub-regional bodies e.g. Learning and Skills Councils, Local government (all have websites) Archived material (non government) Organisations involved in monitoring governments at any level Publications Libraries archives; use inter-library loans; etc. Guidance on B3 Desktop Research Methodology V1.0 Page 4 of 6 26/04/2013
3.4 Tips for coping with all data analysis Map and grouping the documents record each document in the B3 Desktop Research Excel spreadsheet Index findings for easy access Berrypicking - Keyword searching Footnote chasing Citation searching or forward chaining Journal runs Area scanning Author searching All analysis will be uploaded to B3 Repository when available 3.5 Advantages of using official documents National, regional and local scale samples is very appropriate for the B3 Allows longitudinal analysis Allows more time for analysis since no data collection phase Can investigate sub-groups and do cross cultural analysis Data can be of high quality: reliable and valid No reactivity 3.6 Disadvantages / Issues / Risks Government data might not allow longitudinal analysis or may not be good quality Data obtained is not for the B3 purposes Website/internet information: Time consuming to navigate / Bias / Incomplete coverage 3.7 Assessing data / information Documents can be assessed through four dimensions (Scott Framework): Authenticity: soundness and authorship Credibility: sincerity and accuracy Representativeness: survival and availability Meaning: literal and interpretative understanding Guidance on B3 Desktop Research Methodology V1.0 Page 5 of 6 26/04/2013
4. Analysis of Documents 4.1 Aspects of analysis Status of documents (private-public; published; archived) Use of Scott s framework (authenticity;; credibility;; representativeness;; meaning) Think about why documents were produced Think about what is missing Document have literal and interpretative meaning Witting and unwitting testimony (Marwick 2001) Read between the lines Documents are not neutral they emerge through particular political contexts and encompass cultural and ideological assumptions. Problems of overloading, diversity and unsystematic collection Data reduction development of coding categories provides structure, and a bridge between raw data, its significance and theoretical analysis What are the political standpoints? 4.2 Analysis methods for drawing conclusions Noting patterns, themes and trends Counting Comparing Building logical chain of evidence Looking for negative evidence Making conceptual / theoretical coherence Getting feedback from informants Unexpected relationships can be discovered Guidance on B3 Desktop Research Methodology V1.0 Page 6 of 6 26/04/2013