BookPDF Available

Trial Guidance Methodology Handbook

Authors:

Abstract

Crisis management (CM) organisations often face difficulties in assessing the potential impact of a change in their sociotechnical setup for several reasons, for instance the lack of adequate methodological know-how to assess innovative solutions. Investments in new, but inappropriate solutions, not only produce significant costs, but also have negative impacts for the operational performance of response organisations. Changes may be brought about by different types of solutions, such as new software or new training or workflow processes, each adopted with the aim to improve certain functions or activities. For example, the use of an app for managing volunteers (compared to legacy systems and procedures) can be assessed in a trial on the basis of key performance indicators. Assessing the impact of any kind of change is not a trivial task, as it points to both capability development and to the identification of innovation. This is why we need trials. Trials are of interest for people dealing with research and innovation who would like to test some new solutions, for practitioners in the field who have identified a problem in daily operations and are motivated to initiate the process of assessing solutions, for experts working in coordination centres who consider to participate in trial-like activities. Furthermore, in trials solution providers can collect user feedback to improve their solutions. A trial has a well-defined objective and needs to be structured It also implies a co-creative approach and an open mind. Workshops and tools are essential, as several iterations (especially for preparation) are usually needed. Trials are evolving processes: they grow “in the making”, like a handcrafted artefact. Time should be devoted to adjust the design. Key decisions must be taken in agreement with different stakeholders that need to be identified. The success of a trial then clearly depends on its design: a robust design will lead you to find appropriate answers to your needs. This trial guidance methodology provides step-by-step guidelines, a list of roles and responsibilities, tools and methods to perform a trial through a clear, structured and co-creative approach.
Version 1.1  February 2020
TRIAL GUIDANCE
METHODOLOGY
HANDBOOK
driver-project.eu
3
2
The handbook would not exist without the highly valu-
able contributions, intense discussions, and tireless com-
mitment of the methodological core team: Many thanks
to Dirk Stolk, Kees van Dongen, Lisette de Koning from
TNO; Konstanze Lechner and Alexander Scharn weber
from DLR; Stine Bergersen and Bruno Oliveira Mar-
tins from PRIO; Tom de Groeve and Funda Atun from
JRC, Hanneke Vreugdenhil from HKV and Nicola Rupp
and Michael Middelho from WWU. Having the whole
DRIVER+ Pan-European Test-bed embedded in the
methodological approach we further would like to thank
all contributors in the network-, tools- and methods
sections: Georg Neubauer, Dennis Havlik, Drazen Ignija-
tovic, Gerald Lichtenegger from AIT, Cor-Jan Vermeulen
and Job Verkaik from HKV, Agnese Macaluso and Niels
van Wanrooij from ECORYS, Michael Löscher, Stéphanie
Albiero, Andreas Seipelt, Laure Dodin, Marion Bonlieu,
Myriam Ben Ammar from ARTTIC, Andrzej Adamczyk,
Magdalena Karczewicz-Lamparska, Karolina Pieniowska
from ITTI, Joanna Tymińska and Emil Wrzosek from SRC
PAS, Thomas Obritzhauser and Ludwig Kastner from
Frequentis, Frédérique Giroud and Alice Clemenceau
from Valabre, Thomas Seltsam from Palacio Camilo from
ARC, Marcin Smolarkiewicz and Tomasz Zwęgliński from
SGSP, Andre de Rond and Regis Flohr from SRH, Steven
van Campen, Maurice Sammels, and Tinus Hendriks from
XVR, and Erik Vullings from TNO.
Last but not least, our special thanks go to the interdisci-
plinary and highly committed design team which gifted
us with a variety of perspectives on the methodology
itself. Big thanks to Michael Middelho, Nicola Rupp,
Johann Rolshoven, Felix Hummel, Sebastian Henke,
Niclas Rotering, and Stefan Tenhagen (WWU) for an
unforgettable design project including the iterative im-
provements and adjustments. Additionally, many thanks
to Hugo Vivier (RIKKA), Santiago Duque (Squareclouds
Design), and especially Uwe Wältring, Eske Lübbers and
Fabian Holtrup (GUCC grafik & film) for their great ideas
and highly professional fine tuning of the design results.
The time from the DRIVER+ kick-o in May 2014 to
the release date of the current edition of the handbook
in February 2020 was -for many of us- an impressive,
instructive and intense journey of learning, experienc-
ing and growing. Writing sessions, design workshops,
intense discussions and continuous exchanges have
paved the ground to a mature version that we are happy
to share, in the hope that it will result into a stimulating
reading.
We have come to realise that the journey has just began:
we sincerely hope that the readers and future applicants
of the TGM will enjoy their experience and understand
the handbook as being a living book, which can and
should grow with every single trial. We are deeply grate-
ful for having been -literally- on the road with DRIVER+.
TGM Handbook editors
Chiara Fonio
European Commission, Joint Research Centre
Adam Widera
University of Muenster,
ERCIS Competence Center Crisis Management
ACKNOWLEDGMENTS
The Trial Guidance Methodology (TGM) handbook is
a joint eort of the whole DRIVER+ consortium. The
DRIVER+ project (Driving Innovation in Crisis Manage-
ment for European Resilience) has received funding from
the European Union’s 7th Framework Programme for
Research, Technological Development and Demonstra-
tion under Grant Agreement (GA) N° #607798.
First, we would like to thank the Project Ocer, Guil-
laume Lapeyre, our review team from the EC Research
Executive Agency, as well as the DRIVER+ Advisory
Board for believing in the underlying approach and the
continuous provision of highly relevant and constructive
feedback and inputs. Next to this, the DRIVER+ internal
review board deserves sincere gratitude for an always
timely, meticulous, and precious input. Thank you so
much, Julia Zillies and Tim Stelkens-Kobsch (DLR, Quality
Managers), Marcel van Berlo (TNO, Technical Coordina-
tor), Peter Petiet and Marijn Rijken (TNO, Project Direc-
tors), David Lund (PSCE), Marcin Smolarkiewicz (SGSP),
Rob Munro (ARTTIC) and Francisco Gala (ATOS). We are
very glad about the amount of interest the handbook
has raised and would also like to thank our “volunteer
reviewers”, who shared their important thoughts with
us: Angela Schmitt (DLR), Anna Foks-Ryznar (SRC PAS),
Edith Felix (Thales Group), Tomasz Zwęgliński (SGSP).In
addition to that, we have received many encouraging and
highly useful comments from outside the consortium.
Given the iterative design approach, the handbook has
been publicly available between March and September
2019: Our gratitude goes to all those who have down-
loaded the handbook, and in particular to those who
shared their positive and constructive feedback with us.
45
ABOUT CRISIS MANAGEMENT TRIALLING
WHY TRIALS?
THE TRIAL GUIDANCE METHODOLOGY
WHY A METHODOLOGY?
THE HANDBOOK
WHY THIS GUIDE?
Crisis management (CM) organisations often face dif-
ficulties in assessing the potential impact of a change
in their sociotechnical setup for several reasons, for
instance the lack of adequate methodological know-how
to assess innovative solutions. Investments in new, but
inappropriate solutions, not only produce significant
costs, but also have negative impacts for the operational
performance of response organisations. Changes may
be brought about by dierent types of solutions, such
as new software or new training or workflow processes,
each adopted with the aim to improve certain func-
tions or activities. For example, the use of an app for
managing volunteers (compared to legacy systems and
procedures) can be assessed in a trial on the basis of key
performance indicators.
Assessing the impact of any kind of change is not a triv-
ial task, as it points to both capability development and
to the identification of innovation. This is why we need
trials. Trials are of interest for people dealing with re-
search and innovation who would like to test some new
solutions, for practitioners in the field who have identi-
fied a problem in daily operations and are motivated to
initiate the process of assessing solutions, for experts
working in coordination centres who consider to partici-
pate in trial-like activities. Furthermore, in trials solution
providers can collect user feedback to improve their
solutions.
A trial has a well-defined objective and needs to be struc-
tured It also implies a co-creative approach and an open
mind. Workshops and tools are essential, as several itera-
tions (especially for preparation) are usually needed. Trials
are evolving processes: they grow “in the making”, like a
handcrafted artefact. Time should be devoted to adjust
the design. Key decisions must be taken in agreement
with dierent stakeholders that need to be identified.
The success of a trial then clearly depends on its design:
a robust design will lead you to find appropriate answers
to your needs. This trial guidance methodology provides
step-by-step guidelines, a list of roles and responsibil-
ities, tools and methods to perform a trial through a
clear, structured and co-creative approach.
A methodology is one thing. A good practical guide
under your arm anytime to quickly find any clue of this
methodology is another! This handbook shall guide you
during the whole journey of the trial experience. You
don’t have to memorize it. Instead, having it next to you
when working on the trial allows you to find specific
answers to your current questions. It can be considered
as a “cookbook” helping you step by step to execute a
specific recipe by telling you the ingredients you need
and how to use them. Enjoy!
PREFACE
WHY THIS HANDBOOK?
WHAT IS IN THIS HANDBOOK?
TABLE OF CONTENTS
ACKNOWLEDGMENTS 2
PREFACE 4
INTRODUCTION
A BIRD’SEYE VIEW ON THE TGM 6
HOW TO READ 8
RISK TABLE 10
ROLES AND RESPONSIBILITIES 14
THE PANEUROPEAN TESTBED 18
PHASES & STEPS
STEP ZERO 24
PREPARATION 30
EXECUTION 50
EVALUATION 64
METHODS & TOOLS 80
SPACE FOR NOTES 124
IMPRINT 131
7
6
A BIRD’SEYE VIEW ON THE TGM
THREE PHASES
The TGM consists of three main phases:
Preparation
Execution
Evaluation
In this handbook, you will fi nd a detailed explanation of
the preparatory six step approach and the execution
and evaluation phases. Before you start reading, you
may want to have an overview of the methodological
approach.
The preparation phase consists of two tasks:
TASK 1 is the so-called step zero (S0), the prerequisite
for all trials. It involves the identifi cation and the specifi -
cation of gaps relevant in your context. To highlight the
importance of S0, it is depicted separately in the right
bar at the descriptions of the steps.
TASK 2 is the design of your trial. The design follows an
iterative and non-linear six step approach. Identify the
trial objectives fi rst and then formulate one or more
research questions. In the trial you should address your
questions. The goal is not to elaborate a research paper,
but to generate robust results regarding the added value
of solutions, which are relevant for your specifi c con-
text. To do this, you need to put in place an appropriate
data collection plan as well as having in mind evaluation
approaches and metrics to analyse the data collected
during your trial. To conduct the trial, realistic scenarios
must be developed and solutions to be trialled selected
to allow you to ascertain whether they could be
innovative.
Once the trial design has been developed, you are ready
for the execution phase, which starts with the trial in-
tegration meeting (TIM). The TIM is crucial to align the
perspectives of relevant stakeholders involved in the
trial before the arrangements are tested at the location
where the trial takes place (dry run 1). The full rehearsal
of the trial is called dry run 2. After dry run 2, you are
ready to run your trial.
After having executed your trial, the data collected
can be analysed and disseminated. The main evaluation
activities deal with checking and analysing the collect-
ed data according to the predetermined evaluation
approaches. When the analysis is done, you are ready
to synthetise the results providing you evidence on the
impact of your solutions of interest and to disseminate
the results within and beyond your community.
If you are ready to dig deep into the TGM, turn the page
and start your journey.
A BIRD’SEYE VIEW ON THE TGM
TGM’S ANATOMY
9
8
HOW TO READ
USING THIS HANDBOOK
THE THREE PHASES
A BIRD’S-EYE VIEW ON THE METHODOLOGY
ROLES
THE PEOPLE YOU NEED
METHODS & TOOLS
THE TOOLS YOU NEED
TRIAL LOCATIONS
THE PLACE YOU NEED
The TGM is split in three phases that anyone willing to run a trial should follow: preparation (designing the trial),
execution (performing the trial), and evaluation (assessing the results). Each of these phases is divided into steps.
By fl ipping pages and using the
vertical bar at the right of the book,
you can quickly and easily reach a
specifi c step in a given phase.
At the end of each phase section,
you’ll see examples of how this
phase has been implemented in pre-
vious trials.
Section page
“Evaluation” Phase, step 4
Tool/method page
Steps where
this tool/method
is useful
Phase example page
Trial locations page
Step page
Roles page
Going through all phases of a trial is a team e ort. The
Roles section presents the main human functions need-
ed for a trial. Multiple roles can be covered by more than
one person who can deal with several responsibilities.
Tip: On the “Steps” and “Methods & Tools” pages, you
can fi nd the roles that should be involved in this specifi c
part of the trial.
Tools and methods are meant to help you executing the
various tasks of a trial. They are described in a dedicated
section (one page for each tool or method).
By fl ipping pages and using the vertical bar at the right
of the book, you can quickly and easily see which tools
are used in which steps and phases.
The TGM includes trial locations, which are the place you
need to perform your trial. Trial locations are presented
in a dedicated section at the end of this handbook. They
consist in physical, methodological and technical infra-
structure elements to systematically conduct trials and
evaluate solutions within an appropriate environment.
They are places where trials can be run. Please contact
them in case you consider to organise a trial.
THE AIM OF THIS HANDBOOK IS TO LET YOU PROMPTLY FIND WHAT YOU ARE ACTUALLY LOOKING FOR
WHEN CARRYING OUT A TRIAL. HERE ARE A FEW TIPS TO NAVIGATE THIS GUIDE AND USE IT EFFECTIVELY.
PREPARATION
91
90
LINK
ABOUT
WHAT THIS TOOL IS FOR
TRIAL OWNER, TRIAL HOST
SOLUTION COORDINATOR
SOLUTION PROVIDER
PRACTICIONER PARTICIPANT
THE MAIN PURPOSE OF THE PORTFOLIO OF
SOLUTIONS IS TO STORE AND PROVIDE ALL
RELEVANT INFORMATION ABOUT INNOVATIVE
SOLUTIONS IN CRISIS MANAGEMENT
TOOL: PORTFOLIO OF SOLUTIONS
POS
EVALUATION
73
72
CHECKLIST
IN DEPTH
ALL YOU NEED TO KNOW ABOUT THIS STEP
METHODS TOOLS
INPUT OUTPUT
IN A NUTSHELL
WHAT THIS STEP IS ABOUT
TRIAL OWNER (LEAD)
PRACTITIONER COORDINATOR
2 DAYSTO MAKE SURE THE GAINED
KNOWLEDGE IS SUSTAINED
EVALUATION
DISSEMINATE RESULTS
31
30
The second part of the preparation phase is the six step
approach. After having thought carefully about the con
textualisation of your gap(s) - step zero - you are now
ready to start designing your trial.
Again the starting point is being on the same page about
your goal with everyone involved: the trial objective.
This is a very important step as the trial objective(s) is/
are pointing the way ahead. Specific information is pro
vided on the following pages.
Based on this you will also formulate research questions.
The aim of formulating a research question is that it
increases the incentive to find an answer, right? Further
more, by stating research question(s) you make it clear
to everyone that you are not going to just play around
with some nice new “toy” and only “to find out if people
like it or not”. Your goal is to assess potentially innovative
solutions that may/will be a “game-changer” in your or
ganisation.
Because you aim at a structured assessment that will
bring you concrete data to prove whether a new solu
-
tion will bridge your gap, you need to think about those
data. What exactly do you need to measure? Which
is the Key Performance Indicator that is your “game
changer”? Will improve everything by increasing or de
creasing? All this you pin down in a data collection plan.
You have to be clear on how to collect those data. It is
up to you to decide and to write it down in your eval
uation approach. Is it something that can be measured
using the test-bed technical infrastructure, can it be
observed and captured through a questionnaire?
When you know what to measure and how, you know
what specific situations you have to create, in order to
trigger the gap. You know all involved roles, their activ
ities and the information exchanged. Based on this in
-
formation you can create a dedicated trial scenario, that
will make sure all needed “gap behaviour” is triggered in
a way that enables the application of a new sociotechni
-
cal solution and to related measurement.
And finally you know exactly what you need – and can
now choose a solution for trialling it that does not only
claim to bridge your gap, but is ready to prove how and
to what extent it can do this. Now you can make an
informed decision at the solution demonstration and
selection meeting.
The above mentioned process is an iterative one. Every
time your information changes, you might want to up
date other parts of this cycle. For example, if you have
chosen a particular solution, you have to update your
data collection plan to the specific characteristics of this
solution.
TRIAL OBJECTIVE 32
RESEARCH QUESTION 34
DATA COLLECTION PLAN 36
EVALUATION APPROACHES AND METRICS 38
SCENARIO FORMULATION 40
SOLUTION SELECTION 42
EXAMPLE TRIALS 1, 2 & 3 44
THE SIX STEP APPROACH
PREPARATION
STEP ZERO
PREPARATION
EXECUTION
EVALUATION
35
34
CHECKLIST
Cross-checked whether every gap is covered by (at least
one) research question
Checked that each research question meets the above
mentioned research question criteria
Checked whether each research question is updated with
the newest information (while following the iterative,
co-creative six step approach)
While your trial objective(s) might seem a little general, now you can go into
detail. If you are e.g. interested in a communication problem between
hierarchical levels during construction fires, you can now dive deeper into the
problem by identifying the underlying gap: Is it a connectivity problem? Do they
use dierent languages (phrases, words)? In an interactive discussion with your
CM practitioners, you will naturally formulate questions. This will help you to
identify the data that must be collected. For example When? means you need to
measure time. How? might lead to intensive observations in combination with
some data logged by the test-bed technical infrastructure.
The wording can also help you to select the functionality you are actually
looking for in an innovative solution. For example: Do you need an amplifier
or a vocabulary trainer or something entirely dierent?
Here you can find a list of criteria to formulate good research questions:
1.
Needs to be a question
2.
Needs to address a distinct gap of the trial
3.
Needs to cover the three dimensions of trials
Trial dimension
Crisis management dimension
Solution dimension
4.
Must not be scenario-driven
5.
Needs to be answered and measurable by the trial
6.
Needs to be understood and approved by all trial stakeholders
7.
Scenario and evaluation are directly related to the research-question
8.
Can be organised in a multi-level hierarchical structure
9.
Is formulated simple (but is not always easy to answer)
IN DEPTH
ALL YOU NEED TO KNOW ABOUT THIS STEP
METHODS
Workshop, discussions, societal impact
assessment, research ethics 3 dimensions
& KPI’s
TOOLS
Physical meeting, teleconferences, mind
maps, pen & paper, trial guidance tool, trial
action plan, knowledge base
INPUT
Trial context, CM gaps,
SMART, trial objective(s)
OUTPUT
One or more research questions
By formulating a SMART objective you have defined
“what” you want to achieve/investigate in your trial.
Now you need to formulate research questions that
address what you are trying to find out in your trial.
The aim of this step is to identify the proper mix of
research methods and data analysis techniques, taking
the trial conteext into account.
IN A NUTSHELL
WHAT THIS STEP IS ABOUT
EVALUATION COORDINATOR
(LEAD)
TRIAL OWNER
2 HOURSTO FOCUS ON SPECIFIC AS-
PECTS AND DETERMINE YOUR
EVALUATION APPROACH
PREPARATION
RESEARCH QUESTION
STEP ZERO
PREPARATION
EXECUTION
EVALUATION
73
72
CHECKLIST
Lessons Learnt Library filled in
Knowledge base updated
Portfolio of Solutions updated
Internal documentation done
Internal dissemination done
External documentation done
External dissemination done
Consider legal restrictions or limitations with regards to the
solutions when you communicate results. Always interpret
and consider the evaluation results in the trial context.
Do some good and talk about it! A lot of people were involved in preparing
and conducting the trial. The evaluation on the other hand was most likely
done only by a few people. So now go ahead and let all the others know what
you found out. What was it that they contributed to? Did it help that they
spent their time working on it?
You could organise a meeting to talk about the results with your practi
-
tioners and discuss a way forward - in the end you still have your gap but
now maybe also a solution. Include the outside world. crisis management is
a local, a European and also global task. So share your knowledge and inspire
others (who might also have that same or a similar gap). Here you can up
-
date the lessons learnt library, the DRIVER+ knowledge base and also the
portfolio of solutions.
Your solution providers are very important. Let them know what you think
of their “products”- they will be very thankful for any bit of information that
helps them to go forward in their development! And don’t forget about re
-
searchers. Sitting in an ivory tower is not nice, so help them in see the real
world!
IN DEPTH
ALL YOU NEED TO KNOW ABOUT THIS STEP
METHODS
Meeting, social media, website, newspaper
article, conferences, societal impact
assessment, research ethics
TOOLS
Lessons learnt framework, portfolio of solu
tions, trial guidance Tool (knowledge base),
lesson learnt library
INPUT
Answers
OUTPUT
Tweets, newspaper article, website content,
journal paper, updated lessons learnt library
etc.
At the end of the trial you want to create something
sustainable. Therefore spread the word: Let people know
what you learnt. About your gaps and how to bridge
them but also about trials. Furthermore: Write down
what lessons you learnt with regards to trials etc. - for
conducting trials, for crisis management, for your organ
isation etc.
IN A NUTSHELL
WHAT THIS STEP IS ABOUT
TRIAL OWNER (LEAD)
PRACTITIONER COORDINATOR
2 DAYSTO MAKE SURE THE GAINED
KNOWLEDGE IS SUSTAINED
EVALUATION
DISSEMINATE RESULTS
45
44
EXAMPLE TRIAL 1 – PL
PREPARATION PHASE
THIS EXAMPLE PRESENTS AN EXCERPT OF THE PREPARATION PHASE IN THE FIRST DRIVER+ TRIAL
HOSTED IN POLAND. IT DEMONSTRATES THE SIX STEP APPROACH OF THE PREPARATION PHASE START-
ING FROM ONE OF THE TRIAL OBJECTIVES AND FOLLOWS ONE GAP, AS WELL AS ONE RESEARCH QUES-
TION. ACCORDINGLY, THE LATER STEPS OF FORMULATING THE DATA COLLECTION AND EVALUATION
PLAN, SCENARIO FORMULATION AND SOLUTION SELECTION WILL ALSO FOCUS ON THIS NARROWED
SCOPE FOR ILLUSTRATION PURPOSES.
Objective
The overall objective was to simulate coordinated actions
at the local, regional, national and international level with
the purpose of counteracting the eects of the disaster
eects and to trial selected solutions for their applica-
bility in addressing current crisis management gaps. The
sub-objective relevant for this example is to improve the
eectiveness of identifying the needs of aected people
trapped in buildings in the chemical spill area through:
Shortening the time to indicate/point on the map the
location of the residents in need.
Improving the accuracy of the identification of the
type of needs.
Gap
Among others, one of the identified gaps was the
insuciency in terms of resource management (human
resources, hardware, etc.) during multi-stakeholder
long-term rescue operations.
Research Question
A research questions was formulated specifically for the
gap mentioned above. Gap specific research question:
How can cross-border resource management be support-
ed through sociotechnical solutions during multi-stake-
holder long-term rescue operations? Accompanying with
this research question, an assumption was formulated,
which is to be assessed through the data collection and
evaluation plan. Such an assumption is not required by the
methodology, but it might help in guiding further actions.
Data Collection Plan
The trial was executed as a simulated table top and field
experiment, which motivated the use of dedicated ob-
servers, who recorded and documented the actions. For
the evaluation purposes of this part of the trial, the data
below was collected, evaluation questionnaires filled in
by the observers and aimed at recording operational
decision time slots (from achieving the data collected
during the drone flight to the end of counting or mea-
surements).
Evaluation questionnaires on three dimensions (crisis
management, trial and solution dimensions) filled in by:
Practitioners: providing feedback (data) regarding
quality of the trial as well as usability, innovation,
user friendliness and other aspects of the solution.
Observers: providing feedback (data) regarding
observed organisational diculties of the trial
conduction, external constraints that may influence
the trial results.
Besides overall satisfaction and usability scores from
questionnaires, further KPIs have been defined to as-
sess the potential improvement in crisis management
achieved by applying new solutions.
KPI 1 – Number of identified needs in total indicated
by coloured flags.
KPI 2 – Time for decision-making.
KPI 3 – Types of identified needs indicated by the
correct identification of coloured flags.
KPI 4 – Location of the needs.
Evaluation
In order to enable the assessment of improvements,
multiple sessions have been executed to compare
the current mode of operation in the baseline to
the innovative solutions in the Innovation Line. This
enabled a comparison between these sessions. The
combined observations support the assessment of
the results in light of the specific trial execution
considering diculties and constraints as well as
the three evaluation dimensions crisis management,
trial and solution.
Plan Scenario
The scenario of the trial includes a massive release
of liquid toxic substances because of a maintenance
failure in a reservoir collecting chemical waste.
A valve failure means that the pumps, pumping
chemical waste liquid to the reservoir, cannot be
switched o. Due to this, there is a rapid inflow of a
significant amount of a liquid, mud-like toxic
chemical to the retention reservoir. The dikes of
the reservoir are weakened after prolonged rainfall
during past few days. Due to increased pressure,
the dikes break.
Selected Solutions
Drone rapid mapping - The solution enables very
fast generation of orthophoto maps based on
imagery acquired by a drone (RPAS) available to
rescue or crisis management actors. The resulting
maps could be viewed and analysed in the dedi-
cated geoportal or any GIS environment already
utilised by crisis management institutions. The
additional product was a 3D model of the terrain,
enabling better and more intuitive understanding
of the area of interest.
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
In this Handbook, there is a section
for each phase and a dedicated page
for each step:
15
14
ROLES AND RESPONSIBILITIES
ACTORS AND STAKEHOLDERS 1. TRIAL OWNER
2. TECHNICAL COORDINATOR
The “owner” of a trial is the CM organisation which is
mainly responsible for the trial itself. While, on the one
hand, trials are collective eorts, there should be one
organisation that takes up the responsibility for planning,
executing and evaluating the activities. This important
role encompasses the following responsibilities:
A Developing a proper scenario so that the gaps and
needs of the main stakeholder are captured in the
trial (scenario development);
B Hosting the trial itself using one or more locations
and ensuring that the chosen location is apt to the
purpose of the trial (trial host);
C Directing the trial. The director has a prominent role
in all phases and, as the name suggests, he or she
gives the right directions: for instance, the director
initiates the trial during the actual execution and is
entitled to stop it any time, in case of problems and/
or to put in place mitigation actions;
D Managing the trial-event in terms in logistics (e.g.
rooms and equipment), safety (e.g. make sure that
the people involved in the trial are not in danger),
media (e.g. dealing with the media before and after
the event) and participants (from active to passive
actors: players, observers and guests).
The technical coordinator is responsible for a proper
technical set-up of the trial scenario, so that an ade-
quate assessment of the selected solutions is ensured.
Specifically, the following three responsibilities should
be covered by the technical coordinator:
A The first aspect is the application of the technical
test-bed infrastructure. The technical coordinator
makes sure that the test-bed technical infrastructure
is adjusted according to the decisions taken in the
preparation phase and to the lessons learned during
the rehearsal and that all components work together
smoothly with the trialled solutions. During the trial,
the technical coordinator oversees all technical as-
pects (e.g. integration with legacy tools at the trial
location, data exchange etc).
B This is why the technical coordinator is also in charge
of a proper solution providers management. Solution
providers are actively involved in the development
of the trial, as they know how to best integrate their
solutions in the trial scenarios. Therefore, solution
providers need to participate in relevant meetings
prior to the execution phase so that they can get a
comprehensive overview of the activities. The role of
the technical coordinator does not end at the end of
the trial execution. In fact, the technical coordinator
works closely with the evaluation coordinator to pro-
vide insights on the overall test-bed application.
C Another key responsibility is the training manage-
ment to be provided to the trial participants. The
technical coordinator takes decisions with regards to
the training needs by deciding how to train the play-
ers who actively use the selected solutions during the
trial. To do this, solutions providers must be instruct-
ed and involved in the overall trial design from the
onset.
REGARDLESS OF THE SIZE OF YOUR TRIAL, IT IS VERY IMPORTANT TO AGREE ON "WHO IS DOING WHAT"
BEFOREHAND. IT'S EASIER TO SAY SO THAN TO PUT IT INTO PRACTICE THOUGH, AS THERE ARE SEVERAL
ASPECTS TO BE CONSIDERED. HOWEVER, THERE ARE SOME MINIMUM STANDARDS, MEANING SOME
KEY ROLES AND RESPONSIBILITIES YOU DON'T WANT TO SKIP TO ENSURE THAT THINGS GO SMOOTHLY.
PLEASE CONSIDER THAT ONE PERSON CAN FULFIL ONE OR MORE RESPONSIBILITIES: BASED ON YOUR
TIME AND YOUR RESOURCES, YOU CAN DECIDE TO HAVE A TRIAL OWNER WHO IS RESPONSIBLE FOR
HOSTING AND DIRECTING THE TRIAL AS WELL AS FOR FOLLOWING THE DEVELOPMENT OF THE SCENAR-
IO AND MANAGING THE EVENT AS SUCH. WHAT IS IMPORTANT TO BEAR IN MIND IS TO NOURISH THE
BRAIN POWER NEEDED FOR THE TRIAL RELYING ON AT LEAST ON FOUR MAIN ROLES: TRAIL OWNER,
TECHNICAL COORDINATOR, EVALUATION COORDINATOR AND PRACTITIONER COORDINATOR.
A SHORT EXPLANATION IS PROVIDED IN THE FOLLOWING PAGES.
STEP ZERO
PREPARATION
EXECUTION
EVALUATION
91
90
LINK
https://pos.driver-project.eu/PoS/solutions
The portfolio of solutions provides the possibility of
describing a solution in a standardised way. The solu
tion owner is able to state in which innovation stage
the solution is currently in, what readiness level it has,
which crisis cycle management phase is targeting,
and which crisis size it covers. It also gives the oppor
-
tunity to provide information on which standards are
supported by the solution, and to upload and store all
documentation regarding the solution, such as man
uals, installation/ configuration guides etc. Solution
providers can also describe use cases in which CM
functions are addressed. Other than that, PoS allows
references to be added to both internal DRIVER+
trials and external experiments, to give additional in
formation on how the solution performed in real-life
situations.
For the trial owners and CM practitioners, the PoS’s
search function allows easy discovery of relevant
solutions by filtering all information provided by the
solution owner and by clearly stating which CM func
tions are being addressed. The solution overview page
of the PoS is based on search API which implements
deep search algorithms that allow searching through
all components of the described solution for relevant
terms, delivering fast, user-specified search and also
gives the possibility to filter the solutions by CM func
tions, allowing easy matching with trial gaps. The PoS
also implements a PDF export function to allows easy
information extraction for further usage. This func
tionality can be combined with the filtering function
that the tool oers to generate PDFs containing us
-
er-specified information, that being a description of a
single solution, or for example, description of all solu
tions that address the same CM functions. Integrated
help functionality is designed to help both solution
owners in describing their solution in the best possible
way and to help trial owners in selecting relevant solu
tions to be benchmarked in a trial.
The future goal of the PoS is to propose a market
place where the next generations of CM practitioners
will be able to find information related to solutions to
fill the existing gaps in crisis management, and also to
discover new innovative solutions provided by solu
-
tion owners for arising problems.
The portfolio of solutions is a web-based online platform
that aims to document all relevant information regard
ing the solutions in the crisis management across Europe
in such a way that dierent stakeholders can easily ac
cess this information. It also aims to standardise the lan
guage through the use of shared vocabulary of pre-de
fined taxonomies, so that for example, CM professionals,
solution owners, CM practitioners and trial owners can
work on the same level, and use the same terms, making
the collaboration much easier. The trial guidance meth
odology describes a six step approach - an iterative pro
cess for trial preparation, where the last step includes
selection of trial relevant solutions. The main role of the
PoS in this step is to allow trial owners, and CM practi
tioners to select solutions that are going to be used and
evaluated in the trial and that are related to the defined
trial gaps, which are linked to CM functions. In other
words, the PoS aims to help in the solution selection
process, by oering the information on which CM func
-
tions are addressed by the solutions, so that they can be
matched with the defined gaps.
Another important function of the PoS, is to propose a
marketplace where providers can advertise their inno
vative solutions in the field of crisis management, and
improve the chance of them being selected for a trial, or
being used by CM practitioners. It also allows descrip
tion of potential use cases, to give more insights on the
actual use of the solutions.
The search functionality of the PoS enables an easy
search through a large number of solutions, maintaining
the high level of relevancy, by applying the correct fil
ters that narrow the search results. A goal for the future
is to make the PoS project independent, so that infor
mation about potential solutions for ongoing real-life
crisis management problems is always available when
needed.
ABOUT
WHAT THIS TOOL IS FOR
TRIAL OWNER, TRIAL HOST
SOLUTION COORDINATOR
SOLUTION PROVIDER
PRACTICIONER PARTICIPANT
THE MAIN PURPOSE OF THE PORTFOLIO OF
SOLUTIONS IS TO STORE AND PROVIDE ALL
RELEVANT INFORMATION ABOUT INNOVATIVE
SOLUTIONS IN CRISIS MANAGEMENT
TOOL: PORTFOLIO OF SOLUTIONS
POS
21
20
SZKOŁA GŁÓWNA SŁUŻBY POŻARNICZEJ
MAIN SCHOOL OF FIRE SERVICE
ENTENTE POUR DE LA FORÊT MÉDITERRANÉE
VALABRE
The Main School of Fire Service (SGSP) is a state services national technical
university supervised by the Minister of Interior and Administration with al-
most 100 years of history. It consists of two faculties: Civil Safety Engineer-
ing (incl. topics: crises and risk management, civil protection, civil emergen-
cy planning and coordination, internal security, CBRN, CIMIC, rescue and
logistic, etc.) and Fire Safety Engineering (incl. topics: fire engineering, fire
and rescue operations, command and control, incident commanding, etc.).
Besides being a university, SGSP is also an operational unit of the State
Fire Service, which runs its own professional fire station and forms national
rescue reserves ready to be deployed country wide by General Director for
Civil Protection in the event of a major disaster.
To enable the most eective training, SGSP has not only a very good IT in-
frastructure, which is focused on didactic and oce work, but also a training
ground that allows for various scenarios (incl. USAR, water rescue etc.).
Valabre is a governmental organisation for the protection of the forest and
the environment against fires. This organisation coordinates the eorts of
the 14 departments most aected by forest fires of the South of France
covering 4 regions: Provence Alpes Côte d’Azur, Occitanie, Corsica, and
Auvergne-Rhône-Alpes, to fight forest fires.
The fire fighter ocer’ speciality training school (ECASC) is one department
of the VALABRE organisation. Within its various pedagogical means, it uses
simulation, notably in its new facility Centre Euro-méditerranéen de Sim-
ulation des Risques (CESIR). CESIR is a facility specially focused on virtual
simulation environment, with an area of 600 m² fully customisable for any
organisation. It contains a conference room with 150 seats and multi-source
displays. Several meeting rooms and classrooms are also available.
Simulation capability is deployed in CESIR, enabling the immersion of partic-
ipants in a virtual scenario. A large number of rooms allows scenarios to be
planned with a lot of dierent actors from field actors to upper hierarchical
levels. Such rooms are connected via internet and radio communication.
Contact
Prof. Dr. Marcin M. Smolarkiewicz
Słowackiego 52/54
01-629 Warsaw, Poland
+22 (0) 561 7569
marcin.smolarkiewicz@
projectdriver.eu
www.sgsp.edu.pl
Contact
Alice Clemenceau
Domaine de Valabre
13120 Gardanne, France
+33 (0) 4 4260 8683
alice.clemenceau@ProjectDriver.eu
www.valabre.com
11
10
RISK TABLE
HOW TO MITIGATE RISKS?
TECHNOLOGY
ORIENTATION
INVOLVEMENT OF
SOLUTION PROVIDERS
REFERENCE DATA COPARTICIPATION AND
COMMUNICATION
REALISM OF TRIALS
EXPLANATION
RISK AREA
RISK AREA
EXPLANATION
Once a solution is pre-selected, trial participants
tend to develop the trial scenario according to
the functionalities of the solutions. By doing so,
often practitioners’ realities are neglected. In
consequence, the gathered data might become
irrelevant for the practitioners and the ultimate
goal of providing a practitioner-driven evalua-
tion can be missed.
The experiences collected in trials, highlighted
an active involvement of solution providers
during the actual execution. Especially when
complex solutions were used for the first time.
Assessing innovative solutions can be done in
many dierent ways. Running a trial according
to the TGM is one specific approach, which com-
bines traditional approaches with a new way of
investigating the impact of solutions on the CM
performance at the center of the assessment. It
may happen that TC members are more familiar
with traditional approaches which might limit
their willingness to spend additional eorts es-
pecially on providing reference data needed to
measure the impact of new solutions.
It was often observed that a participatory ap-
proach was used internally but not externally.
Meaning that players, observers or the solution
providers missed the full picture. The CM-re-
lated participants might get lost as soon as the
scenario does not reflect their realities or if the
execution of the trial is not explained properly
(i.e. what happens when, why and how). On the
other side, also the involved solution providers
might get confused or even frustrated if the
scenario and the way how their solution was
integrated into it, was not reflected with and
communicated to them.
Don’t design the trial scenario following the log-
ic of technical solutions. The interest of the CM
practitioners is at the centre of a trial. Before
taking major decisions, always check that the in-
terest(s) expressed by the main stakeholder (CM
practitioner) does not get lost. The key recom-
mendation is to put enough emphasis on draw-
ing the base- and innovation lines and freezing
the scenario design as soon as possible.
Ensure that training is appropriate to minimise
an active involvement of solution providers
during trials. In case of the use of very complex
solutions, solution providers should be allowed
to guide practitioners during the execution
phase, providing that roles and responsibilities
are clarified from the onset.
The main mitigation measure is to start each trial
with a proper presentation of and agreement on
the TGM. When it comes to generating refer-
ence data it is key to keep in mind the implica-
tions it might have on the required eorts. If you
have the opportunity to re-play past scenarios
for which data is already stored, then use this.
In doing so, you will reach a high level of realism
and the execution of the trial comes along with
less costs. If this is not the case, the best answer
to ensure a comparison to the perceived perfor-
mance in the innovative trial scenario is to exe-
cute baseline runs. This will double your eorts
during the execution phase, but it is key to carry
out appropriate comparisons.
Have an inclusive approach with all the stake-
holders involved in a trial, including those who
join “only” the execution phase. Explain how
data is collected to the participants. Commu-
nicate key results to practitioners so that that
they can learn from the experience. A trial does
not end at the execution phase! Also, make sure
that the solution providers are not afraid of the
results. Communicate clearly that a trial is only
showing the potential contribution in one par-
ticular scenario. The results are not about saying
something is good or bad, but how it did con-
tribute to one specific simulated operation.
In DRIVER+ trials there was the tendency to
come up with complex scenarios to make sure
that all requirements were met (address all gaps
and trial all solutions). A negative side eect is
the inability to communicate the scenario and
the trial objectives, which causes confusion
among the CM practitioners, observers and the
solution providers. In turn, misunderstandings
and confusion amomg trial participants aects
badly the analysis of the trial results.
Scenarios should cover all gaps but they should
-for and foremost - be as much realistic as pos-
sibile. Scenarios must reflect practitioners’ re-
alities: this is a minimum requirement. Complex
scenarios are not necessarily better ones. Avoid
getting lost in details and stick to overall vision
and to the requests of the main stakeholder(s)
involved in the trial. A good approach to check
the degree of complexity and level of realism is
to ask the main stakeholders (CM practitioners)
for their feedback on the data collection plan in
relation to the final scenario.
MITIGATION MEASURE
MITIGATION MEASURE
Before taking a deep dive into the TGM, you would
perhaps be interested in reading about some risks
which might occur in a trial. Actually, these risks did
not come out of the blue: we have some hands-on
experience. In the risk table you will find risks cate-
gorized per topic, with an explanation and potential
mitigation measures. You might come up with better
ones but please, take five minutes of your time to
have a look at the table.
13
12
RESPONSIBILITY DIFFUSION
EXPECT THE UNEXPECTED TIMING AND TIME PRESSURELANGUAGE
EXPLANATION EXPLANATION
The TGM is a highly scalable approach. Trials can
be “simple” by investigating one particular solu-
tion in a modest scenario but trials can also be
used to assess several solutions at the same time
in a complex scenario. Depending of the overall
setup the size of TCs can vary significantly. While
small TCs might cause higher workloads, the
risk of big TCs is more complex. Next to a neg-
ative eect on decision-making time, a tricky
challenge has been identified in the assignment
and fulfilling the responsibilities. In case of an
unclear, multiple or overlapping distribution of
responsibilities among the TCs it might happen
that important tasks are not taken up, executed
inappropriately or cause serious delays.
No matter how precise and detailed you are
during the preparation phase and in rehearsals:
hiccups can always happen during the actual
trial. For instance, data exchange between solu-
tions can go wrong with a detrimental impact on
the data collection or CM practitioners invited
as players might not show up because of a real
crisis they have to deal with
In collaborative projects in general, every proj-
ect member has the tendency to get things
done fast. Given the nature of dedicated roles
and responsibilities the importance of a deci-
sion depends on the role each member has. This
causes conflicts of interest with the allocation of
time to dierent decisions. In turn, group dy-
namics might lead to impatience within the trial
committee.
There are many reasons why during the TGM
application it is suggested to use English as the
trial language (e.g. because of an international
trial team or the available early-stage solution).
However, CM practitioners are regularly using
their native language which is part of their stan-
dard operating procedures. Ignoring the practi-
tioners’ realities has a serious impact on how the
potential added value of innovative solutions is
perceived and assessed.
To overcome a potential diusion of respon-
sibilities it is important to (1) not overload the
number of TC roles, (2) to clearly define and
dierentiate the responsibilities as well as (3)
to communicate regularly the state of the trial
development structured along the roles and
the responsibilities. These mitigation measures
might be percieved overwhelming in the very
beginning of a trial . Remember that assigned
responsibility does not mean that no additional
support can be requested. It is actually quite the
opposite, as the assigned roles will be empow-
ered by a lower decision making complexity and
an explicit area of responsibility.
Having plans B with regards to organisers and
participants: always have more than one person
appointed for a specific role/responsibilities.
During the trial: have a small group of deci-
sion-makers, problem solvers and pre-defined
workarounds specifically appointed to tackle
problems as soon as they arise.
Haste makes waste. It is important to be patient
within the TC, while being realistic with schedul-
ing and setting deadlines during the trial devel-
opment. It is also possible to adjust and change
your plans, even during the execution phase.
Enter each phase with an open mind: it’s better
to change things when you can, instead rushing
into decisions you might regret during the actual
trial. Inappropriate decisions can cause serious
limitations to reaching the overall goal of a trial.
Try to use the native language of the involved
practitioners as much as possible. The more famil-
iar the practitioners get with the new solutions,
the more relevant the trial results might be. This
principle might cause additional eorts, e.g. by
providing new language packs of the solutions, but
these costs allow for a better assessment of the
solutions. In case of dedicated scenarios, which
include e.g. cross-border operations, using non-na-
tive languages can be appropriate. All other cases
call for careful considerations of pros and cons.
MITIGATION MEASURE MITIGATION MEASURE
TRIAL, NOT EXERCISE
Due to the nature of the TGM, the innovative
solutions are trialled under as much realistic as
possible circumstances. This implies that the
participating practitioners are requested to re-
spond to the dierent events as they would do
in reality – except the agreed changes given by
a realistic implementation of the new solution to
the standard operating procedures. By doing so,
the actual solution moves to the background, as
most of the legacy systems are used intuitively.
As an unintended consequence, the actual use
of new solutions might decrease as opposed to
the use of legacy systems.
Even though, this dilemma between using the
solutions and solving the crisis will be always
part of trials, there are several measures to avoid
the non-utilization of the solutions: (1) it is key to
design the scenarios in a way that the use of the
solutions is enforced, e.g. by emphasizing the
deviations from the standard operating proce-
dures; (2) implement various elements remind-
ing the attendees about the actual goal of trials
(e.g. time jumps, recaps between the sessions, or
reduction of stress); the more the trial scenario
is designed as an exercise, the more the prac-
titioners turn to their standard procedures and
refuse the use of the solutions.
RISK AREA RISK AREA
RISK TABLE
HOW TO MITIGATE RISKS?
15
14
ROLES AND RESPONSIBILITIES
ACTORS AND STAKEHOLDERS 1. TRIAL OWNER
2. TECHNICAL COORDINATOR
The “owner” of a trial is the CM organisation which is
mainly responsible for the trial itself. While, on the one
hand, trials are collective eorts, there should be one
organisation that takes up the responsibility for planning,
executing and evaluating the activities. This important
role encompasses the following responsibilities:
A Developing a proper scenario so that the gaps and
needs of the main stakeholder are captured in the
trial (scenario development);
B Hosting the trial itself using one or more locations
and ensuring that the chosen location is apt to the
purpose of the trial (trial host);
C Directing the trial. The director has a prominent role
in all phases and, as the name suggests, he or she
gives the right directions: for instance, the director
initiates the trial during the actual execution and is
entitled to stop it any time, in case of problems and/
or to put in place mitigation actions;
D Managing the trial-event in terms in logistics (e.g.
rooms and equipment), safety (e.g. make sure that
the people involved in the trial are not in danger),
media (e.g. dealing with the media before and after
the event) and participants (from active to passive
actors: players, observers and guests).
The technical coordinator is responsible for a proper
technical set-up of the trial scenario, so that an ade-
quate assessment of the selected solutions is ensured.
Specifically, the following three responsibilities should
be covered by the technical coordinator:
A The first aspect is the application of the technical
test-bed infrastructure. The technical coordinator
makes sure that the test-bed technical infrastructure
is adjusted according to the decisions taken in the
preparation phase and to the lessons learned during
the rehearsal and that all components work together
smoothly with the trialled solutions. During the trial,
the technical coordinator oversees all technical as-
pects (e.g. integration with legacy tools at the trial
location, data exchange etc).
B This is why the technical coordinator is also in charge
of a proper solution providers management. Solution
providers are actively involved in the development
of the trial, as they know how to best integrate their
solutions in the trial scenarios. Therefore, solution
providers need to participate in relevant meetings
prior to the execution phase so that they can get a
comprehensive overview of the activities. The role of
the technical coordinator does not end at the end of
the trial execution. In fact, the technical coordinator
works closely with the evaluation coordinator to pro-
vide insights on the overall test-bed application.
C Another key responsibility is the training manage-
ment to be provided to the trial participants. The
technical coordinator takes decisions with regards to
the training needs by deciding how to train the play-
ers who actively use the selected solutions during the
trial. To do this, solutions providers must be instruct-
ed and involved in the overall trial design from the
onset.
Regardless of the size of your trial, it is very important
to agree on "who is doing what" beforehand. It's easier
to say so than to put it into practice though, as there
are several aspects to be considered. However, there
are some minimum standards, meaning some key roles
and responsibilities you don't want to skip to ensure that
things go smoothly. Please consider that one person can
fulfil one or more responsibilities: based on your time
and your resources, you can decide to have a trial owner
who is responsible for hosting and directing the trial as
well as for following the development of the scenario
and managing the event as such. What is important to
bear in mind is to nourish the brain power needed for
the trial relying on at least on four main roles: trail
owner, technical coordinator, evaluation coordinator
and practitioner coordinator.
A short explanation is provided in the following pages.
17
16
4. EVALUATION COORDINATOR
Similar to the practitioner coordinator, the evaluation
coordinator requires a dedicated role because of the im-
portance of executing trials. The overall goal of trials is
a robust assessment of potentially innovative solutions.
In turn, the actual evaluation calls for neutrality, inde-
pendence and an adequate degree of decision-making
power. Therefore, it is recommended to confide the fol-
lowing responsibilities to someone, who is not in charge
for the activities of the other roles.
A In order to ensure a high evaluation quality, the eval-
uation coordinator needs to carefully question and
verify the overall test-bed application from the very
beginning up to the end of a trial. To do so, a close
interaction with the practitioner coordinator is im-
portant. As a next task, an alignment between the
practitioners’s inputs and the trial owner decisions
is needed and should be secured by the evaluation
coordinator. These results need to be communicated
continuously to the technical coordinator, who in
turn should feedback the alignment checks on a reg-
ular basis. In an ideal setup, this might lead to a highly
robust assessment of innovative solutions in realistic
setups. However, reality implies several limitations
like the partial availability of practitioners, an insu-
cient length of the trial execution or inadequate de-
piction of real scenarios in virtual simulations. There-
fore, trade-os need to be done and the evaluation
coordinator plays a key role in balancing costs and
benefits of dierent setups.
B The next responsibility covers the trial evaluation
management. Here, the evaluation coordinator is in
charge of translating the agreed objectives and side
restrictions of the trial dimension into proper metrics
and target values. This task requires a strong collabo-
ration with the trial owner.
C The same applies to the Solution evaluation man-
agement. In this area, the evaluation coordinator is
tasked to transform the solution specifications, ex-
pressed as solution functions or features according
to the CM taxonomy, into the solution dimension
of the data collection plan. The main collaboration
takes place with the technical coordinator, who
should align the suggested metrics with the involved
solution providers. Their feedback should be prop-
erly incorporated, so that the solutions are assessed
according to what they are supposed or intended
to support. In turn, the evaluation coordinator is in
charge of an adequate feedback of the assessment
results to the solution providers.
D Probably, themost challenging responsibility refers
to the CM evaluation management. Here, the evalu-
ation coordinator relies on a proper input on how the
practitioners perceive the eectiveness of CM op-
erations simulated during the trial. Those definitions
are key to elicit the “real” impact of a solution on the
CM performance. In consequence, the required CM
practitioner profiles need to be communicated in ad-
vance to the practitioner coordinator in order to have
access to this tremendous important basis of a trial.
Another important step during the preparation phase
is to communicate the scenario-related metrics to
the trial owner, in order to ensure an adequate depic-
tion of the actual work practices in the scenario. Last
but not least, the technical coordinator needs to be
informed about which data is required from the test-
bed, so that the relevant data will be collected and
stored in a proper quality, format and amount. Finally,
during the evaluation phase the main task is to relate
the results in the CM dimension to the results in the
trial and solution dimensions. Changes in the CM
performance have to be explained through a proper
sense-making regarding a potential cause-eect rela-
tionship.
3. PRACTITIONER COORDINATOR
the TGM revolves around a practitioner-driven
approach, which is by-design reflected in every phase
and step. The term “practitioners” stands for all relevant
CM stakeholders. Starting the selection of potential
solutions with the gap assessment in a specific CM
practitioner context up to the final assessment of the
potentially innovative solutions, it is the practitioner
who has the last word about what should be assessed, in
which context, how and what the results mean from the
practitioners perspective. In order to ensure the prac-
titioner-driven nature of the TGM, a dedicated practi-
tioner coordinator shall serve as a proper guard.
A The first responsibility covers the (co-)participation
of CM practitioners in the respective phases and
steps of the TGM application. Here it is key to iden-
tify relevant stakeholders for each trial context. Ide-
ally, the practitioner coordinator should have a CM
background. This would facilitate the identification
of the right profiles of CM practitioners needed to
develop an as much realistic as possible trial scenario.
Moreover, it would facilitate the identification of the
main metrics for the CM dimension. Additionally, a
clear communication of expectations needs to be
ensured, so that all practitioners are aware that their
participation is also needed after the trial execution
to contribute to the sense making and dissemina-
tion of the trial results. The practitioner coordinator
should be very sensitive to eectively request a min-
imum commitment of CM practitioner’s involvement
while respecting the tight side restrictions practi-
tioners have with regards to their daily duties. At the
same time, this role will be regularly confronted with
rather high expectations from the other roles in the
TC, so that a proper translation and communication
of practitioners’ realities becomes vital.
B The second responsibility targets a well-balanced CM
practitioner relationship management. This rather
management oriented task goes beyond the con-
tent-related (co-)participation of CM practitioners,
because it refers to the establishment and mainte-
nance of a pool of practitioners as direct trial partic-
ipants and (indirectly participating) trial observers.
The main functions cover contact management, com-
munication, and reporting tasks.
19
18
THE
PANEUROPEAN
TESTBED
TRIAL LOCATIONS
SZKOŁA GŁÓWNA SŁUŻBY POŻARNICZEJ 20
ENTENTE POUR DE LA FORÊT MÉDITERRANÉE 21
VEILIGHEIDSREGIO HAAGLANDEN 22
TRAININGSCENTRE IN ERZBERG 23
One of the DRIVER+ objectives is the development
of a european test-bed for crisis management capa-
bility development. This test-bed consists of physical,
methodological and technical infrastructure elements
to systematically conduct trials and evaluate solutions
within an appropriate environment. In the context of
the project, an “appropriate environment” is a testing
environment where the trialling of solutions is carried
out using a structured, all-encompassing and mutual
learning approach.
The DRIVER+ trials have been conducted at four dier-
ent locations within Europe:
Szkoła Głowna Służby Pożarniczej (SGSP) -
in Warsaw, Poland
Centre Euro-méditerranéen de Simulation des Risques
(CESIR) of VALABRE - in Aix-EnProvence, France
Veiligheidsregio Haaglanden - Safety Region The
Hague County - in The Hague, Netherlands
Erzberg-Trainingszentrum of the Austrian Red
Cross - in Erzberg, Austria
The vision of DRIVER+ is to create, a pan-European arena
of virtually connected facilities and crisis labs (so called
Centres of Expertise) where users, solution providers,
researchers, policy makers and citizens jointly and iter-
atively can progress on new approaches or solutions to
emerging issues. The Centres of Expertise will be the final
depositories and service managers of the DRIVER+ out-
puts. They will act as primary contact points at the nation-
al/regional level for all practitioner-driven organisations
operating in the field of crisis management and disaster
risk reduction (or a specific domain under the latter) in-
terested in using one of more of the DRIVER+ outputs,
supporting them in their capability development and
innovation management. They will make sure local organ-
isations have easy access to such outputs and will provide
guidance and support on how to use them. The Centres
of Expertise can be found and approached via a dedicated
group on the Crisis Management Innovation Network
Europe (CMINE) website: https://www.cmine.eu/topics.
This network is intended to not only facilitate innovation
in CM, but also to generate a European CM culture and
more shared understanding of CM across Europe.
21
20
SZKOŁA GŁÓWNA SŁUŻBY POŻARNICZEJ
MAIN SCHOOL OF FIRE SERVICE
ENTENTE POUR DE LA FORÊT MÉDITERRANÉE
VALABRE
The Main School of Fire Service (SGSP) is a state services national technical
university supervised by the Minister of Interior and Administration with al-
most 100 years of history. It consists of two faculties: Civil Safety Engineer-
ing (incl. topics: crises and risk management, civil protection, civil emergen-
cy planning and coordination, internal security, CBRN, CIMIC, rescue and
logistic, etc.) and Fire Safety Engineering (incl. topics: fire engineering, fire
and rescue operations, command and control, incident commanding, etc.).
Besides being a university, SGSP is also an operational unit of the State
Fire Service, which runs its own professional fire station and forms national
rescue reserves ready to be deployed country wide by General Director for
Civil Protection in the event of a major disaster.
To enable the most eective training, SGSP has not only a very good IT in-
frastructure, which is focused on didactic and oce work, but also a training
ground that allows for various scenarios (incl. USAR, water rescue etc.).
Valabre is a governmental organisation for the protection of the forest and
the environment against fires. This organisation coordinates the eorts of
the 14 departments most aected by forest fires of the South of France
covering 4 regions: Provence Alpes Côte d’Azur, Occitanie, Corsica, and
Auvergne-Rhône-Alpes, to fight forest fires.
The fire fighter ocer’ speciality training school (ECASC) is one department
of the VALABRE organisation. Within its various pedagogical means, it uses
simulation, notably in its new facility Centre Euro-méditerranéen de Sim-
ulation des Risques (CESIR). CESIR is a facility specially focused on virtual
simulation environment, with an area of 600 m² fully customisable for any
organisation. It contains a conference room with 150 seats and multi-source
displays. Several meeting rooms and classrooms are also available.
Simulation capability is deployed in CESIR, enabling the immersion of partic-
ipants in a virtual scenario. A large number of rooms allows scenarios to be
planned with a lot of dierent actors from field actors to upper hierarchical
levels. Such rooms are connected via internet and radio communication.
Contact
Prof. Dr. Marcin M. Smolarkiewicz
Słowackiego 52/54
01-629 Warsaw, Poland
+22 (0) 561 7569
marcin.smolarkiewicz@
projectdriver.eu
www.sgsp.edu.pl
Contact
Alice Clemenceau
Domaine de Valabre
13120 Gardanne, France
+33 (0) 4 4260 8683
alice.clemenceau@ProjectDriver.eu
www.valabre.com
23
22
VEILIGHEIDSREGIO HAAGLANDEN
SAFETY REGION THE HAGUE COUNTY
ERZBERGTRAININGSZENTRUM
AUSTRIAN RED CROSS
The Safety Region The Hague County has the task of ensuring a safe living
environment for all those within the region in and around the city of The
Hague (405 km²). It is an combined agency consisting of the region’s nine
municipalities, the police unit The Hague, the regional fire department and
the organisation for medical assistance (GHOR). The emergency services,
their joint incident room and the nine municipalities are working together
24 hours a day, seven days a week with joint responsibility for safety and
care in the SRH.
The facilities of the Safety Region The Hague County are also an XVR Cen-
tre of Excellence and therefore the SRH is very experienced in the area of
simulation. Here the immersion of the participant in a scenario is supported
in the best possible way. Furthermore it supports a strong IT structure for
the set-up of all kinds of trials and tests in a table top environment.
The Austrian Red Cross (AT-OeRK) is a non-profit organisation based on the
Red Cross law in Austria. It is guided by the fundamental principles of the
Red Cross Movement and it implements its humanitarian activities with the
help of volunteers and employees. Through its activities, AT-OeRK aims to
help the most vulnerable in society, both at national as well as at interna-
tional level. In Austria, AT-OeRK has a network of around 57,000 volunteers
and 8,300 employees, and at the headquarters it employs around 500 sta
members. AT-OeRK is the Austrian member of the International Red Cross
and Red Crescent Movement. AT-OeRK is mandated by authorities at all
levels (district, regional, national) to be in charge of command and control
of emergency medical and psychosocial situation. In the field of civil pro-
tection AT-OeRK is providing the following services to the public all over
Austria: Emergency Medical Services, Ambulance Services, First-Responder
Services, Humanitarian disaster relief, Psychosocial Support, First Aid-Train-
ing for the population, Paramedic-Training. It is a very active actor in civil
protection in Europe (training, exercises, missions, committees, exchange of
experts, etc.) and has a remarkable record of projectwork on international,
European (including FP7) and national level both as coordinating as well as
participating beneficiary.
Contact
André de Rond
Dedemsvaartweg 1
2545 AP The Hague, Netherlands
+31 (0) 6 2181 4673
andre.derond@projectdriver.eu
www.vrh.nl
Contact
Camilo Palacio Ramirez
Wiedner Hauptstraße 32
1040 Vienna, Austria
+43 (0) 1 5890 0137
camilo.palacio@projectdriver.eu
www.roteskreuz.at
25
24
GAPS 26
TRIAL CONTEXT 28
PREREQUISITES OF A TRIAL
STEP ZERO
When you start a new trial two pieces of information are
key: What is your goal and what are the circumstances
you work in? The goal gives you the rationale for the
project and the circumstances are the boundaries you
can act within.
In your trial your goal is: Identifying and evaluating an
innovative sociotechnical solution that can bridge a cri-
sis management gap you are experiencing in your daily
operations. So the fi rst step here is: identify those CM
gaps! This needs to be done in close relation to the prac-
titioners who experience one or more gap. For example:
if you only ask the gold level fi refi ghters you will most
likely hear about gaps in the area of high level incident
management, if you ask the bronze level policemen, you
will most likely hear about gaps in patrolling the streets.
As you can already see in the example, every gap
depends on a role, its responsibilities and the surround-
ings. This is the trial context. A bronze level policeman
in the Bronx, a quarter of NY, USA will obviously face
di erent gaps than a bronze level policeman in Häger,
a farmers’ community in Germany. This is not only the
case in terms of location but even more in terms of
culture, systems, procedures, etc. So even if they had
the same gap, let´s say – a lack of situational awareness
– they would experience it very di erently. A trial con-
text consists of all involved people, who are somehow
part of the gap (within your organisation or outside).
Furthermore, a trial context consists of equipment and
infrastructure. But also the weather conditions can be
important. And last but not least the human factor is key.
So please consider the step zero as the foundation of
your trial and think of it thoroughly by applying the
methods explained on the following pages.
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
27
26
CHECKLIST
Gaps selected from 21 DRIVER+ gaps
Gaps discussed with practitioners
Additional gaps identifi ed (optional)
METHODS
Workshops, focus groups,
interviews, baseline
TOOLS
DRIVER+ gap list, CM taxonomy, online survey
tools, Excel, trial action plan, L3, trial guidance
tool, knowledge base, portfolio of solutions
INPUT
DRIVER+ CM gaps
OUTPUT
Context-specifi c validation of
DRIVER+ CM gaps
IN A NUTSHELL
WHAT THIS STEP IS ABOUT
STEP ZERO
GAPS
PRACTITIONER
COORDINATOR (LEAD)
CM PRACTITIONERS
2 DAYSTO IDENTIFY SPECIFIC
CAPABILITY GAPS AND/OR
PROBLEMS YOU WANT TO
ADDRESS IN YOUR TRIAL
The di erence between a current capability and the
capability necessary for an adequate performance of
di erent tasks, is a “capability gap”. Before setting up a
trial, during the step zero, you have to think about the
problems you are currently dealing with and the ideal
situation you are aiming at. Identifying your gaps with
practitioners will help you to address relevant problems
in the trial.
Think about the current capabilities of the CM organisation you are working
in. You can consider, for instance, sociotechnical operational aspects (com-
mon operational picture tools), or organisational processes (e.g. defi nition of
roles and responsibilities when emergencies occur). Mostly likely, when con-
sidering what it is currently in place, you will also focus on what is missing
or what can be improved. A structured approach is needed to identify your
problems. Your experience is key but it may not be enough. We recommend
four main methods to prioritise your gaps:
Desk research. You can go through internal sources
(e.g. reports on exercises to identify needs and lessons learned).
Focus groups or structured interviews.
A mixed approach: desk research plus focus groups.
Workshops.
To organise focus groups you need one or more facilitators who guide the
discussion among a group of people (practitioners). The desk research can
be a valuable input for a focus group so that relevant aspects with regards to
capability gaps emerge.
IN DEPTH
ALL YOU NEED TO KNOW ABOUT THIS STEP
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
29
28
CHECKLIST
Trial context template downloaded
Trial context template discussed
Trial context template fi lled in completely
First baseline draft depicted
Your gap might touch on ethical issues (e.g. CBRNe or data pri-
vacy related topics). Please indicate this in your trial context.
METHODS
Brainstorming and discussion, visualisation
of processes and structures, baseline, soci-
etal impact assessment, research ethics
TOOLS
Sticky notes, whiteboard, mind maps, pro-
cess models, organigrams, trial guidance
tool, trial action plan, knowledge base,
portfolio of solutions
INPUT
Gaps, practitioner knowledge, Lessons
learned documents, accident reeports
OUTPUT
Trial context, baseline
PRACTITIONER
COORDINATOR (LEAD)
CM PRACTITIONERS
3 HOURS + 1 DAYTO CLARIFY ALL
CIRCUMSTANCES
SURROUNDING YOUR GAP
STEP ZERO
TRIAL CONTEXT
Your gap is embedded in a certain context. It is entwined
with a bundle of roles, responsibilities, situations, equip-
ment etc. In order to fi nd a sociotechnical solution that
bridges your gap, you need to identify when exactly it
occurs. This is done by depicting the trial context.
IN A NUTSHELL
WHAT THIS STEP IS ABOUT
This step has two tasks: fi rst you have to identify your trial context and then
you have to depict your “as-is-process” by creating a baseline.
Now let’s start with your 1) trial context.
You will fi nd the trial context template in the Trial Guidance Tool. This will
help you to identify key aspects of your trial context. Each gap occurs in a
specifi c situation. This situation consits of people, things, circumstances etc.
Don’t confuse this with the scenario you will create later on. The scenario
will be one point in time where you fi nd your gap - let’s say: a rainy Saturday
afternoon in summer. But your gap most likely also occurs on other days,
but maybe only in rainy conditions. Therefore you do a brainstorming ses-
sion with your practitioners - to identify what is a “must-have” to create
your gap-scenario and what is a “can-be”.
Now that you know your essentials, we can start 2) creating your baseline.
The baseline is a depiction of the as-is-process that includes all roles, actions
and information exchanges (including the means by which they are done).
You can use a language called business process modeling notation (BPMN),
but feel free to use another method that suits you best.
The trial context template can be found in the trial guidance tool.
IN DEPTH
ALL YOU NEED TO KNOW ABOUT THIS STEP
31
30
The second part of the preparation phase is the six step
approach. After having thought carefully about the con-
textualisation of your gap(s) - step zero - you are now
ready to start designing your trial.
Again the starting point is being on the same page about
your goal with everyone involved: the trial objective.
This is a very important step as the trial objective(s) is/
are pointing the way ahead. Specifi c information is pro-
vided on the following pages.
Based on this you will also formulate research questions.
The aim of formulating a research question is that it
increases the incentive to fi nd an answer, right? Further-
more, by stating research question(s) you make it clear
to everyone that you are not going to just play around
with some nice new “toy” and only “to fi nd out if people
like it or not”. Your goal is to assess potentially innovative
solutions that may/will be a “game-changer” in your or-
ganisation.
Because you aim at a structured assessment that will
bring you concrete data to prove whether a new solu-
tion will bridge your gap, you need to think about those
data. What exactly do you need to measure? Which
is the Key Performance Indicator that is your “game
changer”? Will improve everything by increasing or de-
creasing? All this you pin down in a data collection plan.
You have to be clear on how to collect those data. It is
up to you to decide and to write it down in your eval-
uation approach. Is it something that can be measured
using the test-bed technical infrastructure, can it be
observed and captured through a questionnaire?
When you know what to measure and how, you know
what specifi c situations you have to create, in order to
trigger the gap. You know all involved roles, their activ-
ities and the information exchanged. Based on this in-
formation you can create a dedicated trial scenario, that
will make sure all needed “gap behaviour” is triggered in
a way that enables the application of a new sociotechni-
cal solution and to related measurement.
And fi nally you know exactly what you need – and can
now choose a solution for trialling it that does not only
claim to bridge your gap, but is ready to prove how and
to what extent it can do this. Now you can make an
informed decision at the solution demonstration and
selection meeting.
The above mentioned process is an iterative one. Every
time your information changes, you might want to up-
date other parts of this cycle. For example, if you have
chosen a particular solution, you have to update your
data collection plan to the specifi c characteristics of this
solution.
TRIAL OBJECTIVE 32
RESEARCH QUESTION 34
DATA COLLECTION PLAN 36
EVALUATION APPROACHES AND METRICS 38
SCENARIO FORMULATION 40
SOLUTION SELECTION 42
EXAMPLE TRIALS 1, 2 & 3 44
THE SIX STEP APPROACH
PREPARATION
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
33
32
CHECKLIST
Aim/goal for improvement per gap written down
Each objective is formulated in a SMART way
SMART objectives discussed with practitioners
Objectives are all feasible
Overall objective of the trial (“slogan”) formulated
and discussed
Let the preparation phase begin: Your rst task is to write down your goals
and aspirations - also known as trial objective(s). What do you really want to
achieve in your trial?
Start with a brainstorming session for each goal and trial context. What is
the core? What is the most important part of it (maybe there is even more
than one)?
Now try to formulate this in one sentence that expresses it as an objective.
The SMART formulation can help you. SMART stands for Specifi c, Measur-
able, Achievable, Reasonable and Time-bound.
First of all you have to be specifi c about what you want to address. What is
your main “problem” within your gap? - write it down.
Second, as we aim for measurable results, it is important to formulate your
objectives in a way that allows measuring. So what are you aiming for: Do
you need to be faster? More accurate? Write it down.
Third, achievable. Only if you can actually address that gap in a trial, it is
worth conducting it. So, write down also what you want to achieve.
Fourth, reasonable. You cannot change the whole world. But you can make a
specifi c change in your everyday crisis management that will make your life
better. Reasonable also refers to the resources you can use for your trial.
Finally, your objective must be achievable not only technically or resource-wise,
but also it must be realized in a certain amount of time. Time is usually a very
scarce resource for both those, who are organizing a trial, and those, who
are participating in it. Thus, the time-bound criterion refers to the question
how much time you are able and willing to spend, in order to prepare, exe-
cute and evaluate the trial. Indicate how much time you want to spend for
each step of your trial.
IN DEPTH
ALL YOU NEED TO KNOW ABOUT THIS STEP
METHODS
Brainstorming and discussion
TOOLS
Pen & paper, mindmaps, SMART-
defi nition, trial guidance tool,
knowledge base, trial action plan
INPUT
Gaps & trial context
OUTPUT
SMART trial objective(s)
An objective is defi ned as “something that one”s e orts
or actions are intended to obtain or accomplish; pur-
pose; goal; target” So coming from your gaps and the
trial context, now you have to clearly defi ne your trial
objective(s) in a SMART way (see next page). This is the
prerequisite for formulating clear research questions.
IN A NUTSHELL
WHAT THIS STEP IS ABOUT
TRIAL OWNER (LEAD)
PRACTITIONER COORDINATOR
EVALUATION COORDINATOR
TECHNICAL COORDINATOR
3 HOURSTO DETERMINE THE GOAL(S)
OF YOUR TRIAL
PREPARATION
TRIAL OBJECTIVE
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
35
34
CHECKLIST
Cross-checked whether every gap is covered by (at least
one) research question
Checked that each research question meets the above
mentioned research question criteria
Checked whether each research question is updated with
the newest information (while following the iterative,
co-creative six step approach)
While your trial objective(s) might seem a little general, now you can go into
detail. If you are e.g. interested in a communication problem between
hierarchical levels during construction fi res, you can now dive deeper into the
problem by identifying the underlying gap: Is it a connectivity problem? Do they
use di erent languages (phrases, words)? In an interactive discussion with your
CM practitioners, you will naturally formulate questions. This will help you to
identify the data that must be collected. For example When? means you need to
measure time. How? might lead to intensive observations in combination with
some data logged by the test-bed technical infrastructure.
The wording can also help you to select the functionality you are actually
looking for in an innovative solution. For example: Do you need an amplifi er
or a vocabulary trainer or something entirely di erent?
Here you can fi nd a list of criteria to formulate a good research question:
1. Needs to be a question
2. Needs to address a distinct gap of the trial
3. Needs to cover the three dimensions of trials
Trial dimension
Crisis management dimension
Solution dimension
4. Must not be scenario-driven
5. Needs to be answered and measurable by the trial
6. Needs to be understood and approved by all trial stakeholders
7. Scenario and evaluation are directly related to the research-question
8. Can be organised in a multi-level hierarchical structure
9. Is formulated simple (but is not always easy to answer)
IN DEPTH
ALL YOU NEED TO KNOW ABOUT THIS STEP
METHODS
Workshop, discussions, societal impact
assessment, research ethics 3 dimensions
& KPI’s
TOOLS
Physical meeting, teleconferences, mind-
maps, pen & paper, trial guidance tool, trial
action plan, knowledge base
INPUT
Trial context, CM gaps,
SMART, trial objective(s)
OUTPUT
One or more research questions
By formulating a SMART objective you have defi ned
“what” you want to achieve/investigate in your trial.
Now you need to formulate research questions that
address what you are trying to fi nd out in your trial.
The aim of this step is to identify the proper mix of
research methods and data analysis techniques, taking
the trial conteext into account.
IN A NUTSHELL
WHAT THIS STEP IS ABOUT
EVALUATION COORDINATOR
(LEAD)
TRIAL OWNER
2 HOURSTO FOCUS ON SPECIFIC
ASPECTS AND DETERMINE
YOUR EVALUATION APPROACH
PREPARATION
RESEARCH QUESTION
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
37
36
CHECKLIST
Determined what data is to be collected
Determined measures and metrics (KPIs)
Determined how data will be collected (e.g. self-report
methods: questionnaire, interviews, observations).
Data collection plan implemented in the observer support tool
Data collection can concern ethical and legal issues. Con-
sider this, and prepare the relevant documents, such as
informed consent sheets and non-disclosure agreements.
The starting point to formulating a good data collection plan is the rationale
behind it. Ask yourself why you need a specifi c set of data and for which
purposes. The answers should be easily found in the trial objective(s) and in
the research questions (“to answer this research question, I have to collect
this set of data”). Please bear in mind that you only have to collect the data
you really need (“what is needed to provide an answer?”); but also which you
are capable of collecting (“how much time and resources are available?”). To
do this, you have to identify appropriate KPIs in all three performance mea-
surement dimensions (trial, CM, solutions). Have a look at the list of generic
KPIs and complete it with trial-specifi c measures.
You then have to think about “who” will collect the data, “when” and “how”.
You can collect data through the test-bed technical infrastructure and/or
through observers during a specifi c session of the trial and in a given mo-
ment of the scenario. You can also collect data through surveys and focus
groups. Ultimately, the data collection plan will serve the purpose of a road-
map. To get to your fi nal destination, you have to map carefully all the infor-
mation you need, bearing in mind the trial objective(s). Map out your plan
using an Excel fi le to represent the directions you have to follow.
The list of generic KPIs is part of the trial guidance tool (see page 96).
IN DEPTH
ALL YOU NEED TO KNOW ABOUT THIS STEP
METHODS
Brainstorming, process modeling, baseline,
innovation line, societal impact assessment,
research ethics, 3 dimensions & KPI’s
TOOLS
Excel, fl ow diagram, CM taxonomy, trial
guidance tool, observer support tool,
trial action plan, knowledge base, knowledge
base, after-action review tool, observer sup-
port tool, extra developer tools
INPUT
Trial objectives, research questions, list of
generic KPIs, applied baseline
OUTPUT
A structured data collection plan.
The data collection plan describes how all the data you
need to answer your research question will be collected
and measured, by whom and by which means during the
trial. This structured plan is key to addressing the re-
search questions.
IN A NUTSHELL
WHAT THIS STEP IS ABOUT
EVALUATION COORDINATOR
(LEAD)
PRACTITIONER COORDINATOR
TECHNICAL COORDINATOTR
TRIAL OWNER
1 DAYTO COLLECT RELEVANT DATA
(= THE DATA YOU NEED) DURING
YOUR TRIAL
PREPARATION
DATA COLLECTION PLAN
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
39
38
CHECKLIST
KPI’s & metrics formulated
Targets per KPI & metric
Match data with a specifi c evaluation approach
Reality check: are the evaluation approaches feasible?
To analyse and disseminate data or results can include
various ethical and/or legal challenges; identify these, e.g.
via external consultations, and document how they are
followed up
Once you have decided on the type of data you need to answer your re-
search question(s), you have to consider which techniques and tools will be
used to analyse the set of data to be collected in your trial. The data col-
lection plan is key here, as it gives you a clear indication of the evaluation
approaches you have to consider. What are you planning to collect? Did you
decide to collect data using only the test-bed technical infrastructure? Or
did you also decide to engage in structured discussions with the participants
of your trial to get further insights? The main question to decide on evalua-
tion approaches is how are you going to make sense of the data?
It is not enough to know what data, what to do with it is also important. For
example, if you are planning to ask specifi c questions based on KPIs, you will
carry out a survey and you will use a rating scale to measure opinions (quan-
titative method). If you are looking for more in-depth information that can
be better inferred through discussions, your evaluation should take into ac-
count more qualitative methods (focus groups) and appropriate techniques
to analyse the data collected (qualitative data analysis software).
What is important at this stage is the “sense making”. While you still don’t
have a precise idea of how the data will look like, you should start thinking of
advantages and disadvantages of specifi c techniques and tools.
IN DEPTH
ALL YOU NEED TO KNOW ABOUT THIS STEP
The evaluation approach of your trial depends on the
data collection plan and deals with “making sense” of
the data through di erent techniques.
IN A NUTSHELL
WHAT THIS STEP IS ABOUT
EVALUATION COORDINATOR
(LEAD)
TRIAL OWNER
0.5 DAYSTO ANALYSE THE DATA IN
A PROPER WAY
METHODS
Brainstorming, quantitative analysis
techniques, qualitative analysis tech-
niques, innovation line, societal impact
assessment, research ethics
TOOLS
Trial guidance tool, CM taxonomy, lessons
learnt library, trial action plan, knowledge
base, knowledge base, after-action review
tool, observer support tool, admin tool
and security, extra developer tools
INPUT
Data collection plan
OUTPUT
List of techniques and tools for evaluation
PREPARATION
EVALUATION APPROACHES AND METRICS
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
41
40
CHECKLIST
Key events of each gap clearly stated
Triggering conditions and injects per key event identifi ed
and written down
Roles and actions needed for key events identifi ed
Key events combined with a conclusive storyline
Injects prepared to trigger the needed key events
Your scenario might touch upon sensitive topics
(e.g. CBRNe or triage). Look up and consult available
ethics guidelines (e.g. for CBRNe security or data
protection) and integrate ethical considerations into
the scenario from the onset.
Consider if there are legal implications for the scenario
chosen, or whether it can have negative societal impacts.
You know your gaps and in which trial context they appear. Now you also
know when (summer, winter etc.) and where (indoor/outdoor) you want to
have your trial. Also, you have an idea of whom you need (bronze, silver,
gold level/ personnel from other organisations/ IT sta ) and their availability
restrictions. All this information has an impact on the formulation of the
scenario - you have to pick a specifi c line of action, based on the prerequi-
sites identifi ed before.
So start writing down all those side-restrictions (look at your trial context
template) and brainstorm about the roles and responsibilities you need for
conducting your trial.
Then think of the specifi c situation you need to create in order to trigger
your gap. Which roles are involved, which equipment do they use, what are
they doing with it? Bounded in space and time in which your gap occurs.
Write down what has to happen to trigger this event.
By doing this, you approach your gaps from a di erent perspective. This is
important to when selecting innovative solutions. Only if you know in which
situations you face your gap can you identify what kind of solution is needed.
IN DEPTH
ALL YOU NEED TO KNOW ABOUT THIS STEP
METHODS
Brainstorming & screenplay writing,
baseline, societal impact assessment,
research ethics
TOOLS
Trial guidance tool, whiteboard, sticky notes,
trial management tool, trial action plan,
knowledge base, portfolio of solutions
INPUT
Trial context, gaps, research question,
data collection plan
OUTPUT
Scenario script/storyboard
Your trial context gives you lots of opportunities to come
up with a specifi c trial scenario. The scenario is dependent
on di erent things: gaps, available practitioners (number,
role within organisation etc.), available facilities & equip-
ment. You need to write a distinct scenario in the same
way you would write a script for an exercise - who does
what, when, where, with what equipment. In other words:
In which special situation do you want to face your gap?
Think of this while choosing and selecting solutions.
IN A NUTSHELL
WHAT THIS STEP IS ABOUT
TRIAL OWNER (LEAD),
PRACTITIONER COORDINATOR
EVALUATION COORDINATOR
TECHNICAL COORDINATOR
CM PRACTITIONERS
1 DAYTO CREATE EXACTLY THE
CIRCUMSTANCES FOR YOUR
TRIAL IN WHICH THE GAP
OCCURS
PREPARATION
SCENARIO FORMULATION
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
43
42
CHECKLIST
Needed solution functionalities for closing the gap identifi ed
Solution selection process followed
Solution review issued
Preselection fi nalised
Solution demonstration meeting held
Solution selection agreed upon within thee trial committee
Agreed with solution provider on terms of participation in a trial
Carry out a Societal Impact Assessment (SIA) on the chosen solutions. Identify and follow
up on potential legal or ethics issues relating to the use of the solutions (e.g. use of tweets).
You aim to close your gap with a socio-technical solu-
tion. This can be a piece of hard- or software, a train-
ing course, a new procedure or a mixture of them. It
is important that you fi nd something that is actually
promising to improve the current situation.
The fi rst task refers is to get a fi rst impression by
potential future users. Ask the solution provider to
answer the following questions in order to assess the
ttingness to your needs:
1. Mission: How does the solution contribute to
crisis management?
2. Integration: How is it integrated into the existing
crisis management operations?
3. Readiness: How mature is the solution and has
it been tested or proved?
4. Motivation: How does the solution address
problems of practitioners?
5. References: Which references on solution
application exist?
In order to get prepared for the next step, you can op-
tionally ask for the required resources and know-how to
use the application, some technical specifi cations as well
as the investment costs needed to deploy the solution.
In order not to overload the solution provider the length
of the answers should be limited properly (e.g. two pag-
es in total). Once you have collected the answers you
should include the potential users, the CM practitioners,
to ask them for a feedback, whether the solution sounds
promising or not. The results are to be discussed in the
TC in order to conclude which solutions appear to be
promising to address the gaps. This discussion can be
supported by considering the following questions:
1. Can the solution be used to address the initial
gap and to provide an answer to the main re-
search question of the trial?
2. Is the solution provider able to provide an appro-
priate training so that potential end-users can
apply the solution in the trial?
3. Does the solution require special technical setup
in order to be trialled and is the technical test-
bed infrastructure able to fulfi l them?
4. Is the solution provider willing and able to par-
ticipate and contribute to the trial-related tasks
and meetings?
It is recommended to organise a physical or virtu-
al meeting with the TC and the solution providers,
where those questions should be carefully explained
and discussed. However, the fi nal decision should be
concluded within the TC and communicated shortly
after the meeting. In case one solution is not select-
ed, it is important to provide a proper answer so that
the solution provider gets a better understanding of
the reasoning decision.
IN DEPTH
ALL YOU NEED TO KNOW ABOUT THIS STEP
METHODS
Solution selection process, innovation line,
societal impact assessment, research ethics
TOOLS
Website, physical meeting, solutions, trial
host infrastructure (espcially wifi ), CM
taxonomy, trial action plan, trial guidance
tool, knowledge base, portfolio of solutions
INPUT
Trial context & gaps
OUTPUT
List of selected solution(s) for the trial
Depending whether the set of potential solutions is
known or not, the length of the solution selection pro-
cess can vary greatly. Once a potential set of solutions
is found, the process consists of two tasks. The fi rst
task is to execute a practitioner-centered review of the
solution itself. Here you can make use of pre-assess-
ment criteria developed by multi-disciplinary CM practi-
tioners. Once the reviews are fi nished, the whole TC can
run the actual selection of the solutions, which includes
also further trial-related considerations, like the relation
to gaps or the requirements on the technical side.
IN A NUTSHELL
WHAT THIS STEP IS ABOUT
TRIAL OWNER (LEAD)
PRACTITIONER COORDINATOR
EVALUATION COORDINATOR
TECHNICAL COORDINATOR
CM PRACTITIONERS
SOLUTION PROVIDERS
3 TO 5 DAYSTO CHOOSE PROMISING
INNOVATIVE SOCIOTECHNICAL
SOLUTIONS
PREPARATION
SOLUTION SELECTION
45
44
EXAMPLE TRIAL 1  PL
PREPARATION PHASE
THIS EXAMPLE PRESENTS AN EXCERPT OF THE PREPARATION PHASE IN THE FIRST DRIVER+ TRIAL
HOSTED IN POLAND. IT DEMONSTRATES THE SIX STEP APPROACH OF THE PREPARATION PHASE START
ING FROM ONE OF THE TRIAL OBJECTIVES AND FOLLOWS ONE GAP, AS WELL AS ONE RESEARCH QUES
TION. ACCORDINGLY, THE LATER STEPS OF FORMULATING THE DATA COLLECTION AND EVALUATION
PLAN, SCENARIO FORMULATION AND SOLUTION SELECTION WILL ALSO FOCUS ON THIS NARROWED
SCOPE FOR ILLUSTRATION PURPOSES.
Objective
The overall objective was to simulate coordinated actions
at the local, regional, national and international level with
the purpose of counteracting the eects of the disaster
eects and to trial selected solutions for their applica-
bility in addressing current crisis management gaps. The
sub-objective relevant for this example is to improve the
eectiveness of identifying the needs of aected people
trapped in buildings in the chemical spill area through:
Shortening the time to indicate/point on the map the
location of the residents in need.
Improving the accuracy of the identification of the
type of needs.
Gap
Among others, one of the identified gaps was the
insuciency in terms of resource management (human
resources, hardware, etc.) during multi-stakeholder
long-term rescue operations.
Research Question
A research questions was formulated specifically for the
gap mentioned above. Gap specific research question:
How can cross-border resource management be support-
ed through sociotechnical solutions during multi-stake-
holder long-term rescue operations? Accompanying with
this research question, an assumption was formulated,
which is to be assessed through the data collection and
evaluation plan. Such an assumption is not required by the
methodology, but it might help in guiding further actions.
Data Collection Plan
The trial was executed as a simulated table top and field
experiment, which motivated the use of dedicated ob-
servers, who recorded and documented the actions. For
the evaluation purposes of this part of the trial, the data
below was collected, evaluation questionnaires filled in
by the observers and aimed at recording operational
decision time slots (from achieving the data collected
during the drone flight to the end of counting or mea-
surements).
Evaluation questionnaires on three dimensions (crisis
management, trial and solution dimensions) filled in by:
Practitioners: providing feedback (data) regarding
quality of the trial as well as usability, innovation,
user friendliness and other aspects of the solution.
Observers: providing feedback (data) regarding
observed organisational diculties of the trial
conduction, external constraints that may influence
the trial results.
Besides overall satisfaction and usability scores from
questionnaires, further KPIs have been defined to as-
sess the potential improvement in crisis management
achieved by applying new solutions.
KPI 1 – Number of identified needs in total indicated
by coloured flags.
KPI 2 – Time for decision-making.
KPI 3 – Types of identified needs indicated by the
correct identification of coloured flags.
KPI 4 – Location of the needs.
Evaluation
In order to enable the assessment of improvements,
multiple sessions have been executed to compare
the current mode of operation in the baseline to
the innovative solutions in the Innovation Line. This
enabled a comparison between these sessions. The
combined observations support the assessment of
the results in light of the specific trial execution
considering diculties and constraints as well as
the three evaluation dimensions crisis management,
trial and solution.
Plan Scenario
The scenario of the trial includes a massive release
of liquid toxic substances because of a maintenance
failure in a reservoir collecting chemical waste.
A valve failure means that the pumps, pumping
chemical waste liquid to the reservoir, cannot be
switched o. Due to this, there is a rapid inflow of a
significant amount of a liquid, mud-like toxic
chemical to the retention reservoir. The dikes of
the reservoir are weakened after prolonged rainfall
during past few days. Due to increased pressure,
the dikes break.
Selected Solutions
Drone rapid mapping - The solution enables very
fast generation of orthophoto maps based on
imagery acquired by a drone (RPAS) available to
rescue or crisis management actors. The resulting
maps could be viewed and analysed in the dedi-
cated geoportal or any GIS environment already
utilised by crisis management institutions. The
additional product was a 3D model of the terrain,
enabling better and more intuitive understanding
of the area of interest.
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
47
46
EXAMPLE TRIAL 2  FR
PREPARATION PHASE
THE SECOND TRIAL ORGANISED WITHIN THE DRIVER+ PROJECT AIMED TO VALIDATE THE PROJECT’S
TRIAL GUIDANCE METHODOLOGY WHILE IMPLEMENTING FIRST LESSONS LEARNED FROM TRIAL
POLAND. IT WAS CHARACTERISED BY A DIFFERENT TYPE OF RISK FOREST FIRE AND IT ADDRESSED
DIFFERENT CRISIS MANAGEMENT GAPS AND UTILISED DIFFERENT SOLUTIONS. THE GENERAL PURPOSE
OF TRIAL FRANCE WAS TO IMPROVE COOPERATION AND COORDINATION BETWEEN DIFFERENT
ORGANISATIONS.
Trial Context
Trial France focused on a forest fire in southern France.
In addition to the fire spread, the threat on a SEVESO
plant had to be considered and a MasCal Situation on a
nearby camping side had to be taken into account. So
the main involved organisations were the fire brigade,
the environmental agency and emergency services.
Objective
The mission objective within the trial scenario was the sup-
pression of a forest fire while protecting people, goods,
infrastructure and the environment. Further, the trial ob-
jectives were to assess the eect of the selected solutions
within the scope of the mission and to identify factors
aecting the deployment and use of the solutions.
Gap
Among the identified gaps were shortcomings in the
ability to exchange crisis-related information across
agencies and organisations, and to ensure a common
understanding of the information exchanged for all crisis
managers involved in the response operations.
Research Question
To address this gap, the following specific research
question was formulated: How to improve and maintain,
in real time, a shared situational awareness by
support-
ing the exchange of crisis-related information among
agencies and organisations? This broad question was then
divided into four narrower and more detailed sub-research
questions:
How can relevant information be shared with crisis
managers while preventing information overload?
How can sociotechnical solutions improve the quality
of the information exchanged?
Can sociotechnical solutions improve the understand-
ability of the information exchanged among the dif-
ferent actors involved despite dierent backgrounds
(discipline, culture, language, etc.)?
Can these solutions save time in exchanging informa-
tion between dierent agencies?
Data Collection Plan
In order to answer these detailed questions, a large array
of data sources was defined. These included:
Factual information collected by trial owner
during the trial.
Logs from the test-bed technical infrastructure
(including exchange of information involving the
innovative solutions and the simulators).
Logs and other types of data (pictures) from
innovative and legacy solutions.
Observation sheets completed by observers during
the trial, after each session.
Participants’ questionnaires completed by all
participants immediately after the trial.
Solution questionnaires completed by the
practitioners immediately after the trial.
Debriefing of the practitioners
(managed by the trial owner).
Debriefing of the observers (managed by the
observers’ training managers).
Questionnaires and observation sheets to
produce both qualitative (free comment boxes)
and quantitative data (using Likert scales).
Evaluation Plan
The performance indicators for evaluation were de-
fined in a two-pronged, complementary approach.
A number of relevant KPIs were derived from the
international standard ISO 9241-11:
Eectiveness (can users complete tasks/achieve
goals with the product, i.e. do what they want to
do?).
Eciency (can users finish tasks faster with the
help of the product?).
Satisfaction (does the product meet the users’
requirements?).
Learning (do users need a long learning process
to eectively use the solution?).
In addition, based on the DRIVER+ taxonomy, each
function of the solutions under test were evaluated
for availability, relevance and maturity.
Scenario
The trials overall scenario was a large forest fire in
the South East of France with cascading eects on a
chemical plant (power outage caused by the sprea-
ding fire) and on human settlements (a campsite with
tourists was threatened by the fire and people disres-
pecting security advice and escaping the campsite on
foot). The latter element was introduced to consider
the CM capability gap on cooperation between fire
fighter and emergency medical services, based on
recent experiences during forest fires with casualties
in Portugal (2017) and Greece (2018).
Selected solutions
Among the solutions selected for the trial was Cri-
sisSuite, which provides a centralised data exchange
platform including tasking for all organisations
(definition of tasks and task progress management),
a common log environment and automated genera-
tion of situation reports based on tasking and logs.
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
49
48
EXAMPLE TRIAL 3  NL
PREPARATION PHASE
THE TRIAL “THE NETHERLANDS” WAS BASED ON THE EXPERIENCES AND LESSONS LEARNED OF THE
FIRST TWO DRIVER+ TRIALS AND COULD THEREFORE BE PREPARED MORE EFFICIENTLY. FURTHER
MORE, THE TRIAL GUIDANCE METHODOLOGY TGM HAD ALREADY MATURED TO SUCH AN EXTENT
THAT IT COULD BE USED AS A VERY GOOD BASIS FOR PLANNING.
Objective
The DRIVER+ trial focused on a flash flood scenario sim-
ulating a lock breach caused by severe weather condi-
tions. This resulted in the flooding of a large part of The
Hague city centre, damaging infrastructure and threat-
ening a large portion of the city’s inhabitants. Cascad-
ing eects included power outage, flooded roads and
railway infrastructure, aecting the population living in
those areas. The aim of this tabletop trial was to improve
current Crisis Management capabilities by identifying
solutions that address potential shortcomings in the
planning of resources for response during large scale
and long-term crises, the ability to exchange crisis-re-
lated information between agencies and organisations
as well as in the planning and management of large scale
evacuations of population in urban areas.
Gap
The three identified gaps were:
Limitations in the planning of resources (qualified
personnel and equipment) for response during large
scale and long-term crisis,
Shortcomings in the ability to exchange crisis-related
information among agencies and organisations (also
related to as interoperability), and
Shortcomings in planning and managing the side ef-
fects of large scale evacuation of population in urban
areas.
Research Question
Three research questions, each addressing a gap, were
identified in an iterative process between practitioners,
solution providers and the trial management team.
How can simulation tools improve resource planning ac-
tivities in large scale and long-term disaster operations?
How can net-centric data exchange improve in-
formation sharing between relevant parties and
thus improve the shared understanding of the current
situation?
How can simulation tools support the planning and
management of a large-scale evacuation under consid-
eration of real-time trac information?
Data Collection Plan
The data collection plan forms the basis of the 3-di-
mension evaluation of the solutions in trial activities
(including trial, crisis management and solutions) which
was carried out using the trial guidance methodology
approach. For the trial dimension the set of predefined
KPIs used in every trial was used. To evaluate the trial
dimension performance a questionnaire was designed
for all involved persons in the trial 4 (trial committee
& sta, participants, observers and solution providers).
Data for the solution dimension was collected two ways,
both using the OST:
1. For each solution there was – per scenario block –
a questionnaire dedicated to the use of the solution
in that particular block of the trial.
2. Checklists were prepared per practitioner group
(e.g. action center “Water Board”) for the observ-
ers to specifically track the use of the solution for
particular tasks and assignments. Furthermore,
so-called ‘walking observers’ observed the interac-
tion of solution use between dierent practitioner
groups providing output to each other (e.g. action
center “Water Board” sending information to action
center “Police”).
In addition to the questionnaires the digital commu-
nication between action centers and the solutions
was monitored and stored. For the crisis manage-
ment dimension assignments were formulated on
the tasks and expected actions from the practitioner
groups during the trial. Based on these assignments
checklists were formulated for each observer to
observe behaviour and e.g. oral conclusions of the
practitioners in executing the assignments.
For all three dimensions, short debriefings or first
impression reviews were held to collect feedback on
any issue relevant in the trial. The observers held a
meeting directly after each scenario block; practi-
tioners and technical sta after each day.
Evaluation
According to the TGM the evaluation was divided into
the three main topics: trial, solution and crisis man-
agement. For each part, a number of relevant KPIs
was collected and analysed. A basic scenario without
the new solutions was discussed and documented in
interviews with practitioners. Afterwards, the innova-
tion scenario was played with the solutions to assess
the dierences and to see which improvements the
solutions could achieve.
Scenario
A north-western storm over the North Sea was ex-
pected to hit the Dutch coast in two days. Once it
arrived, the high water and bad weather conditions
caused a failure of the lock in Scheveningen and
endangered dikes. Subsequently, three major re-
gions in The Hague were flooded. A cascading eect
of floods was the threat to critical infrastructure.
A power failure quickly lead to a shortage of drink-
ing water and the failure of heating systems. Since
trac infrastructure flooded, covered in debris or
damaged, the transport system was severely aect-
ed or came to a complete standstill. In order to keep
the number of casualties as small as possible, a fast
and eective evacuation of the population before,
during and after the disaster had to be organised.
SRH was cooperating with other stakeholders like
the water board, power companies and communica-
tion providers. The scenario that was played during
the trial covered the threat phase before the flood-
ing as well as the impact phase after the flooding
and was split in four dierent blocks: 1) cascading
eects (threat phase), 2) evacuation (threat phase),
3) damage assessment (impact phase), 4) damage
control (impact phase).
Selected Solutions
25 applications were originally received in response
to a call for applications. After a meticulous selec-
tion process, face-to-face meetings, trial rehears-
als, five innovative crisis management solutions
were chosen, based on their ability to solve a series
of gaps identified by practitioners earlier in the
project. These were:
1) 3Di-DEM edit
3Di is an interactive water simulation model that
enables crisis managers to construct a common
operational picture of the dynamics of floods and
allows a quick calculation of the eects of mitiga-
tion measures.
2) SIM-CI
SIM-CI visualizes the flooding event and its cascad-
ing eects on critical infrastructures in The Hague
by means of a digital twin city. With its simulation,
crisis managers can see how water spreads through
the area, including buildings and critical infrastruc-
tures such as roads and the electricity and telecoms
networks.
3) CrisisSuite
CrisisSuite is an online crisis management software
application that enables organisations to success-
fully manage information during a crisis. CrisisSuite
supports the net-centric working methods of crisis
teams by creating a universal picture of the crisis
and share it horizontally and vertically with the oth-
er teams in the crisis organisation.
4) Airborne and Terrestrial Situational Awareness
It provides reliable trac information, prediction
and visualization based on various trac data
sources (e.g. satellite/airborne imagery), also pro-
viding routing advice taking into account the cur-
rent trac and crisis situation (e.g. flooded areas).
Additionally, satellite/airborne based 2D and 3D
information are provided.
5) HumLogSim
HumLogSim is a performance assessment platform
that serves logistic processes in crisis management.
The functionality comprises strategic planning
support as well as tactical and operational decision
support by assessing and comparing the network
performance under given situations and realistic
crisis management actions.
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
51
50
GETTING THE TRIAL DONE
You want to fi nd a solution that bridges your gap. And you
want valid data to back up your fi ndings. That´s why you
have done all the preparation steps. Now you have to
execute the trial – and make sure you capture that data!
The fi rst milestone in this phase is the trial integration
meeting (TIM). For the fi rst time, practitioners, solution
providers and test-bed people will meet at the TIM. The
aim of the meeting is to get aligned, hence it is not only
technical, it is a real trial integration meeting.
After that, there are two dry runs in which you can test
the technical set-up and iterate your scenario in order to
refi ne it. Use your rehearsals also to test your data col-
lection. Actually, this is the most important part. Make
sure all data can be collected, through the test-bed
technical infrastructure, through solutions, through ob-
servations or by asking the players in a structured way.
If you don’t do this, all the e orts put in the preparation
phase will get lost.
The grand fi nale is the trial itself. Here you have to col-
lect all the data you need in order to be able to decide
objectively whether a solution can bridge your gap. May-
be they only partly bridge the gap, maybe not at all or
maybe more than just the identifi ed gap will be bridged.
In any case you will be able to provide some evidence -
do not forget to enjoy and celebrate the event!
TRIAL INTEGRATION MEETING 52
DRY RUN 1 54
DRY RUN 2 56
TRIAL RUN 58
EXAMPLE TRIALS 1, 2 & 3 60
EXECUTION
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
53
52
CHECKLIST
Initial list of external stakeholders made
Advanced draft baseline ready
Draft innovation line prepared
Draft data integration plan among solution providers and test-bed technical
infrastructure personnel created
Draft solution interaction plan created
Usecases per solution and key event formulated
Preliminary data collection plan and evaluation approach checked for feasability
As this is the fi rst physical working meeting between solution providers and
the the trial committee, make sure legal issues relevant for the cooperation
(e.g. NDA) are covered. If a SIA was not carried out during the solution se-
lection process, this is a good time to do it.
This will be the fi rst physical meeting with all solution providers, the test-bed technical infra-
structure and CM practitioners. So use the time for the following: make sure people understand
each others needs - CM practitioners need to understand the solution - solution providers need
to understand the CM gaps/processes/needs. Based on the baseline and the solution function-
alities, you can defi ne solution use cases. Those will be transferred to the Innovation Line. This is
the base on which you can discuss data exchange - both with practitioners and test-bed techni-
cal infrastructure (what data & how). Be aware of measurements and your evaluation approach!
IN DEPTH
ALL YOU NEED TO KNOW ABOUT THIS STEP
METHODS
Interviews, discussion, process mapping,
societal impact assessment, research ethics
TOOLS
Flow diagram, whiteboard, sticky notes,
solutions, test-bed technical infra., trial
action plan, common information space,
common simulation space, trial management
tool, observer support tool
INPUT
Trial context, solution info; baseline &
draft innovation line
OUTPUT
Clear defi nition of practitioner and solution
needs, innovation-line, data integration plan,
scenario input
The trial integration meeting (TIM) aligns the perspec-
tives of the practitioners, solution providers and trial
committee. To draft the later trial script, the participants
discuss the integration of solutions into the practi-
tioners’ operations, the required information exchange
as well as the data collection and evaluation criteria to
address the trial objectives.
IN A NUTSHELL
WHAT THIS STEP IS ABOUT
EVALUATION COORDINATOR
(LEAD)
PRACTITIONER COORDINATOR
TECHNICAL
COORDINATOTRIAL
TRIAL OWNER
3 DAYSTO MAKE SURE EVERYONE IS
ON THE SAME PAGE AND ALL
NEEDED FUNCTIONALITIES ARE
DESCRIBED AND THE DATA
COLLECTION DETERMINED
EXECUTION
TRIAL INTEGRATION MEETING
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
55
54
CHECKLIST
Data collection plan & evaluation approach reviewed in
practice
Scenario and injects reviewed in practice
Training on solutions tested
Readiness review of solutions and technical integration
conducted
Local test-bed technical infrastructure adaptation reviewed
Solutions approved
Needed roles reviewed in practice
Make sure legal (e.g. GDPR) and ethical issues (e.g. use of
real tweets) concerning the solutions are covered.
This step contains the fi nal tests and adaption of each trial sub-system and
should end with a complete trial dry run.
From a technical perspective: make sure the test-bed technical infrastruc-
ture is up and running under the conditions the trial needs: at the location,
with all necessary solutions connected. Do a stress-test. Try all needed kinds
of input - and some that a creative end user might come up with. (People
usually don’t stick to the script - especially as they are not able to learn it by
heart in the short amount of time).
While the technical crew is setting up, review your injects (the things that
have to happen, in order to trigger the gap-behaviour). Test those injects!
While doing that, check whether you can really collect the data you need to
collect (within the test-bed technical infrastructure, the solutions and with
the use of human observers). Based on this test, you can assign the number
of observers you need to the rooms and points in time - and write down the
instruction for their observation. In the end take enough time to hear from
everyone what worked well and where there is room for improvement. Cre-
ate a to-do-list with clear assignments and start the preparation of dry run 2.
IN DEPTH
ALL YOU NEED TO KNOW ABOUT THIS STEP
METHODS
Technical test, roleplay
TOOLS
Solutions, test-bed technical infrastructure,
observer support tool, trial action plan, com-
mon information space, common simulation
space, trial management tool
INPUT
TIM output and detailed scenario
OUTPUT
Proof of concept of data collection and
evaluation plan, to-do-list
In this step, the trial design and all test-bed technical in-
frastructure arrangements are tested at the location(s)
where the actual trial will take place. This concerns both
technical and non-technical issues. The aim is to test
whether or not the results of all six steps have been
implemented correctly and are clear for the involved
stakeholders and/or users. As this is focused on func-
tionality, you may start with the use cases and then go
through the whole scenario.
IN A NUTSHELL
WHAT THIS STEP IS ABOUT
TECHNICAL COORDINATOTR
(LEAD)
EVALUATION COORDINATOR
PRACTITIONER COORDINATOR
TRIAL OWNER
SOLUTION PROVIDERS
CM PRACTITIONERS
3 DAYSTO TEST THE TECHNICAL
SET-UP AND YOUR DATA
COLLECTION SET-UP AS WELL
AS TO TEST THE TRAINING ON
SOLUTIONS
EXECUTION
DRY RUN 1
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
57
56
CHECKLIST
Data collection plan & evaluation plan fi nally reviewed
Scenario and injects fi nally reviewed
Solution and technical integration confi rmed
Local adaptation of test-bed technical infrastructure
confi rmed
Solutions approved for the trial
List of external stakeholders confi rmed
Dissemination and communication activities conducted
Re-address any legal and ethical issues and investigate if
new issues have emerged. As there are observers present,
make sure to cover legal and ethical issues of them (e.g.
informed consent forms or NDAs). Follow up on potential
societal impacts revealed during the solution selection.
This is the full dress rehearsal of your trial - only with a limited number of
participants. Hence you should aim at as much realism as possible! This
means: really have a run through, with all systems up and running, all injects
being injected, all observers in their place and every practitioner role acted
out by a knowledgeable person (maybe your trial practitioners cannot make
it to the dry run; so make sure your replacement does still know enough to
make a full dress rehearsal!).
The main goal of this dry run 2 is to ensure that all data can in fact be col-
lected. So you have to create all kinds of data to see whether their collec-
tion works or not. Hence your main focus is on the observer support tool,
the data collection through solutions and test-bed technical infrastructure
and that the participant questionnaires are ready and understandable. If
something is not working, analyse if you really need it and can a ord the
extra e ort in getting it up and running.
After dry run 2, no changes should be made! The ultimate goal is to stop
coding and changing the scenario. In case something does not workout as
planned, identify relevant change requests and - once executed - test them
properly before the actual trial. Also, it is also very important to plan ahead
for the dissemination and communication activities, catering, safety etc. You
also want to print all needed lists, instructions, plans, etc.
IN DEPTH
ALL YOU NEED TO KNOW ABOUT THIS STEP
METHODS
Role play, societal impact assessment,
research ethics
TOOLS
Trial action plan, common information space,
common simulation space, trial management,
after-action review tool, observer support tool,
admin tool and security, extra developer tools
INPUT
Trial scenario/script, observer sheets
OUTPUT
Approved script, tested observations,
approved technical set-up
Dry run 2 is a full test: a general test in preparation for
the real trial. In this step the trial design and all test-bed
technical infrastructure arrangements are tested at the
location(s) where the actual trial will take place. This
concerns both technical and non-technical issues. The
aim is to test whether (a) adjustments that have been
appointed at the end of dry run 1 have been implement-
ed in a proper way, and (b) that the constellation as a
whole functions properly. Dry run also the training on
solutions with the available CM practitioners!
IN A NUTSHELL
WHAT THIS STEP IS ABOUT
TRIAL OWNER (LEAD)
PRACTITIONER COORDINATOR
EVALUATION COORDINATOR
TECHNICAL COORDINATOR
CM PRACTITIONERS
OTHER TRIAL PARTICIPANTS
3 DAYSTO MAKE SURE THE DATA
YOU NEED CAN ACTUALLY BE
COLLECTED BY ALL MEANS
NECESSARY
EXECUTION
DRY RUN 2
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
59
58
CHECKLIST
All systems up and running
Every kind of data collection tested and confi rmed
Solution training conducted
Trial material printed and distributed
Observer briefi ng conducted
Participants briefed
Make sure all forms and agreements regarding ethical or
legal issues are in place (e.g. informed consent and GDPR
issues). If research and development is concerned, make
sure everyone has signed a non-disclosure agreement.
Run your trial! You have prepared and rehearsed everything. Now, it is the
time to collect your data in order to assess the solutions that promise to
bridge your gap.
First, you have to make sure to do the training on the solutions and give ev-
eryone enough time to familiarise with the functionalities themselves as well
as the outline of the scenario. Give them time to familiarise with the solution
a little and ask questions about it.
Second, make sure all the technical equipment is up and running and most
important:, make sure you actually collect your data! This is the reason for
all the hard work you have done preparing the trial. So check the test-bed
technical infrastructure and solutions. Especially if they have to be restarted
for example. If you experience time pressure, it is better to drop a session
than to drop the participant questionnaire.
IN DEPTH
ALL YOU NEED TO KNOW ABOUT THIS STEP
METHODS
data collection using di erent methods
(qualitative and quantitative), societal
impact assessment, research ethics
TOOLS
Solutions, test-bed technical infrastructure, ob-
server support tool, trial action plan, common
information space, common simulation space,
trial management, after-action review tool,
admin tool and security, extra developer tools
INPUT
Trial scenario/script
OUTPUT
Raw data - results of your
measurement
IN A NUTSHELL
WHAT THIS STEP IS ABOUT
In this step the trial is executed. During the trial, all kinds
of data, as described in the data collection plan, will be
collected.
TRIAL OWNER (LEAD)
PRACTITIONER COORDINATOR
EVALUATION COORDINATOR
TECHNICAL COORDINATOR
CM PRACTITIONERS
OTHER TRIAL PARTICIPANTS
3 DAYSTO ASSESS INNOVATIVE
SOCIOTECHNICAL SOLUTIONS
BY GATHERING OBJECTIVE DATA
EXECUTION
TRIAL RUN
61
60
EXAMPLE TRIAL 2  FR
EXECUTION PHASE
FOLLOWING THE TRIAL GUIDANCE METHODOLOGY, THE EXECUTION PHASE
WAS SPLIT INTO TWO SEPARATE DRY RUNS AND THE ACTUAL TRIAL ITSELF.
EXAMPLE TRIAL 1  PL
EXECUTION PHASE
THIS EXAMPLE PRESENTS AN OVERVIEW OF THE EXECUTION PHASE IN THE FIRST DRIVER+ TRIAL
HOSTED IN POLAND. IT DEMONSTRATES THE DRY RUNS AND THE TRIAL EVENT ITSELF. ACCORDING TO
THE EXCERPT FROM THE PREPARATION PHASE, ALSO THE EXECUTION PHASE FOCUSES ON THE SCOPE
GIVEN BY THE SELECTED GAP AND SOLUTION FOR THE EXAMPLE.
Dry Run 1
The dry run 1 tests the technical integration of solutions
in the test-bed and checks the required functionality for
the scenario of the trial. The objective of the dry run 1
therefore was to task solutions on:
Prediction of the disaster impact development.
Assessment of needs and resources.
Sharing & pooling national and international
civil protection resources.
Dry Run 2
The dry run 2 is the rehearsal for the trial itself and is
used to meet the end users and potential stakeholders.
The meeting is also used to train the users on the
solutions. dry run 2 has the following objectives:
Training of end users on solutions.
Testing the scenario with end users.
Testing the data collection plan.
Trial Execution
As explained in the preparation phase for this example,
the evaluation plan foresees a comparison between two
executions of the scenario. The first records the baseline
and uses the current mode of operation without making
use of the solutions. The second records the Innovation
Line and replaces parts of the current procedure with
the functionality of the selected solution. In the scenario
of the chemical spill, there were still people located in
buildings, who needed elementary assistance. Through
the national warning system, it was announced that peo-
ple in flooded objects should hang, behind a window or
on the roof of the buildings, appropriate coloured sheets
to communicate their needs to the first responders:
Need for urgent evacuation
Need for medical assistance
Need for water and food
This type of communication of the aected populations
needs is used in the crisis management system of
Poland. The actual locations of the sheets on the training
ground can be regarded as the “ground truth” and is
illustrated in the images below.
During the session, a drone flight over the aected area
was organised to collect data for the analysis. In the
baseline, the data from the drone was used as direct
input for decision-making. In the Innovation Line, the
footage was processed by the drone rapid mapping solu-
tion in the form of an orthophoto map and 3D model of
the area.
Dry Run 1
Dry run 1 centered on the technical aspects of the
dierent selected solutions and training for the
participants involved. It was also used to further the
design the evaluation process and to finalise the
scenario in anticipation of dry run 2.
Dry Run 2
The dry run 2 is the rehearsal for the trial itself
and was used to meet the end users and potential
stakeholders. The meeting was also used to train the
users on the
solutions.
The dry run 2 had the following objectives:
Training of end users on solutions.
Testing the scenario with end users.
Testing the data collection plan.
Trial Execution
The trial was organised in six subsequent sessions
(except E and F, which were run in parallel) as
presented in the figure below:
Trial 2 activities were carried in the course
of one week:
Monday was dedicated to the final preparation
including deployment of the solutions and
adaptation of the platform.
Tuesday focused on briefing participants and
training them on using the solutions, or the
responsibilities of an observer.
Wednesday was dedicated to trial sessions.
Thursday was dedicated to trial sessions and
debriefing.
Friday was used for internal debriefings and
TGM/test-bed infrastructure evaluation by
trial committee (TC) members.
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
63
62
EXAMPLE TRIAL 3  NL
EXECUTION PHASE
AS IN THE OTHER TWO TRIALS, TWO DRY RUNS AND THE ACTUAL TRIAL EXECUTION WERE CARRIED
OUT AS DEFINED IN THE PLANNING PHASE.
Technical Integration Meeting (TIM)
The trial committee, representatives of the selected
solution providers and practitioners from various disci-
plines met for the first time at the SRH premises in The
Hague. The aim of this meeting was to get to know each
other, to validate the scenario / baseline, to get to know
the solutions and their possible integration - technically
and in terms of content - and to start the development
of the innovation line.
Dry Run 1
During dry run 1 all participating solutions were set-up,
connected with the test-bed and tested in a technical
play-through based on sequence and workflow dia-
grams. Needs for changes and open issues were iden-
tified as well as the solutions training for DR2 and trial
was planned. Scenario wise all trial participants were
briefed on the script. The feasibility of the play of the
scenario in table-top form based on swimming lanes was
checked as well as needs for changes identified. At trial
management level all participants were trained on T4.
A first readiness review on the trial realization was con-
ducted. The planning of DR2 and T4 was set up.
Dry Run 2
Main objectives of dry run 2 were the final checks of
the solutions set-up, their test-bed connectivity as well
as the trainings of both: the practitioners and the ob-
servers. A rehearsal of all trial sessions was conducted in
order to validate the scenario script. The interviews for
the baseline were held. At trial management level the
facility, the whole set-up, the roles as well as responsibil-
ities were finally checked. Last preparations for the trial
were identified.
Trial Execution
The trial execution was completed in five days. The first
day was a preparation day where the complete setting
was set up and tested. On the second day all trainings
for the practitioners as well as for the observers were
carried out. Days 3 and 4 were the actual execution days
of the innovation line. On one day the two blocks of the
threat phase were played through, on the other the two
blocks of the impact phase. The last day was scheduled
for debriefing and evaluation. A total of 145 people took
part in the trial, groups into practitioners, observers,
solution providers, trial committee members, trial sup-
port sta, consortium members and visiting guests.
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
65
64
LEARNING FROM THE TRIAL
The TGM evaluation phase is dedicated to help you
nding the results you were looking for. Did the overall
performance of the operation change after introducing
the new solution? What does the change mean for your
organisation? What could be the reasons for the impact
you observed? How could you use the results to support
and improve your crisis management organizations?
The main objective is to analyse all the data and observa-
tions you have gathered during the trial. In order to do
so, you fi rst check and clean up what you have received.
The next step is dedicated to processing the results so
that you identify the occurred change due to the intro-
duction of the solution(s). The sense making takes place
during synthesizing the results of the trial, CM and solu-
tion dimensions.
The actual analysis is done once you have tried to make
sense of all the di erent sources and observations.
However, it is also important to document and update
the knowledge bases. We start with updating the Les-
sons Learnt Library (L3) which even gives you some
further insights into your fi ndings. Then, the DRIVER+
Pan-European Test bed also needs to be updated so that
other CM practitioners can learn from your experiences.
The CMINE (crisis management innovation network eu-
rope) fi nds them in a structured form in the knowledge
base, which you used during the preparation phase, re-
member? Besides, the portfolio of solutions (PoS) is able
to grow thanks to your results of the specifi c solutions
you just trialled. And obviously, not only the internal
partners of CMINE, but also your external partners are
looking forward to having a look at your trial report.
DATA QUALITY CHECK 66
DATA ANALYSIS 68
DATA SYNTHESIS 70
DISSEMINATE RESULTS 72
EXAMPLE TRIALS 1, 2 & 3 74
EVALUATION
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
67
66
CHECKLIST
Data completeness checked
Data quality checked
Data verifi ed
Data structured in a preliminary way
First, gather all the data you collected in one place and in the same format.
Maybe you want to have it all in one Excel fi le, maybe you prefer another
tool. But make sure you have everything in one place and format it! Do the
rst check: Is there data missing or broken? If so, is this data critical? If so,
think of ways to regain it (repair or maybe ask a participant to have a phone
call and fi ll in a dedicated questionnaire).Even if it is not critical, make sure
to indicate where data is missing in your evaluation!
Second, structure your data. Have a look at your data collection plan. Is
there a structure to use? Maybe according to role, solution, research ques-
tion (maybe the 3 dimensions: solution, trial and CM). Now it is easier to see
through. Do the second check: Is there data missing or broken? Third, have a
closer look at the data quality. Look for patterns. Look for things that don’t
t those patterns. Check why they don’t fi t. Are there strong deviations? If
so, try to fi nd more data related to the aspect (maybe in the test-bed tech-
nical infrastructure?). If there is no way to improve the data, indicate in the
evaluation that the conclusions on this can only be limited. Fourth, create a
data set for your analysis. Exclude irrelevant or poor quality data, but indi-
cate that you have done that!
IN DEPTH
ALL YOU NEED TO KNOW ABOUT THIS STEP
METHODS
Structuring & organising, societal impact
assessment, research ethics
TOOLS
After action review tool, observer support
tool, solutions, Excel, admin tool and security,
extra developer tools
INPUT
Raw data
OUTPUT
“Clean” data set
During your trial you gathered a lot of di erent kinds of
data with various means (observer, test-bed technical in-
frastructure, questionnaires etc.). This was done according
to your data collection plan. Now plans are always just ideal
imaginations of how the reality should work. There are cas-
es in which plans work out as expected, but it is common
that deviations occur. These deviations are exactly what we
need to identify during the data quality check.
IN A NUTSHELL
WHAT THIS STEP IS ABOUT
EVALUATION COORDINATOR
(LEAD)
TECHNICAL COORDINATOR
1 DAYTO MAKE SURE YOUR
EVALUATION IS BASED
ON HIGH-QUALITY DATA
EVALUATION
DATA QUALITY CHECK
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
69
68
CHECKLIST
Data of each session structured according to the three
dimensions
Data related to KPIs and metrics
Data visualised
Preliminary pattern identifi cation done
Make sure to process and store the data according to the
predefi ned agreements (e.g. anonymisation etc.) as well as
to the GDPR requirements.
Analysis. It may sound like you need a white coat and a chemistry lab, but
this is not necessarily the case. All you need is your high quality data and
your brain power.
Here you want your data separated in the three dimensions: trial, solution
and CM. Look at your data collection plan and especially at the KPIs and
metrics you defi ned before.
What kind of data did you collect that can be related to those KPIs and met-
rics. How can you match them? If you e.g. wanted to know something about
time (did this solution speed up the process), then gather all data you col-
lected about time in the steps you are interested it.
Are there any patterns? Visualise them! Which dimension do they address?
Data analysis is mostly about fi nding relations! By creating appropriate
charts you can already draw some preliminary conclusions and the deep
dive knowledge gathering in the next step will be a breeze.
IN DEPTH
ALL YOU NEED TO KNOW ABOUT THIS STEP
METHODS
Data aggregation, visualisation, compara-
tive analysis, if appropriate further specifi c
qualitative and quantitative data analysis
techniques, societal impact assessment,
research ethics
TOOLS
Excel, after-action review tool, observer
support tool, admin tool and security, extra
developer tools
INPUT
“Clean” data set + data collection plan
OUTPUT
Valid information and conclusions
Here you will structure, visualise and identify patterns.
Furthermore you will put your data in a fi rst relation to
your KPIs. First: Structure - start with the sessions of
your trial, the three dimensions and outcomes for the
solutions. Second: aggregate and visualise data; create
relevant graphs or pie charts. Third: patterns - what is
standing out? Don´t hesitate to draw fi rst conclusions
and dig deeper to see if your assumptions turns into
facts or into unexpected phenomena.
IN A NUTSHELL
WHAT THIS STEP IS ABOUT
EVALUATION COORDINATOR
(LEAD)
PRACTITIONER COORDINATOR
3-5 DAYSTO AGGREGATE AND VISUALIZE
YOUR DATA SET IN ORDER TO
PREPARE THE SYNTHESIS
EVALUATION
DATA ANALYSIS
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
71
70
CHECKLIST
Checked whether KPI/metric threshholds have been met
Identifi ed patterns and remarkable data
Put those into context (checked the relation of every
dimension towards this)
Compared conclusions to gaps
Formulated whether gap has been closed or not
Review on solutions formulated and discussed with
solution provider
Take ethical and legal issues into account
(e.g. anonymisation etc.)
There you are now, having a lot of high-quality, visualised data and some
preliminary conclusions. At this point you want the wisdom of the crowd -
your practitioners. Gather them once more and discuss your fi ndings.
Present them fi rst without your own conclusions. Let’s see what their
conclusions are.
Ask them:
What stands out? What results are remarkable?
Did you expect these results? Why or why not?
What are possible explanations for these results? Put them in relation to
each of your three dimensions! Maybe one solution’s functionality could
not be used, because there was a shortage of fi sh at the trial location.
(Means: There can be trial dimension related reasons explaining a CM di-
mension-related fi nding, of which you initially thought it would be within
the solution dimension.)
What can you conclude based on these results? (Think here about your ini-
tial gaps and trial objectives. Have you bridged your gap? At least partly?)
Are the results transferable to other teams/ contexts? Why or why not?
What advice would you provide about the solution? Did it address your
gaps as expected? Why or why not?
IN DEPTH
ALL YOU NEED TO KNOW ABOUT THIS STEP
METHODS
Sense-making, discussion, physical meeting,
societal impact assessment, research ethics
TOOLS
Excel
INPUT
Analysed data
OUTPUT
Valid conclusions concerning your gaps,
objectives etc.
The data you gathered and already analysed now needs
to be put into the right context. This is the point in time
where you need your three-dimensional approach and
see how your gap has been addressed and what more
needs to be done to answer your research questions.
IN A NUTSHELL
WHAT THIS STEP IS ABOUT
EVALUATION COORDINATOR
(LEAD)
TRIAL OWNER
1 TO 2 DAYSTO DRAW VALID CONCLUSIONS
AND ASSESS THE SOLUTIONS
WITHIN THEIR SPECIFIC
CONTEXTS
EVALUATION
DATA SYNTHESIS
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
73
72
CHECKLIST
Lessons Learnt Library fi lled in
Knowledge base updated
Portfolio of Solutions updated
Internal documentation done
Internal dissemination done
External documentation done
External dissemination done
Consider legal restrictions or limitations with regards to the
solutions when you communicate results. Always interpret
and consider the evaluation results in the trial context.
Do some good and talk about it! A lot of people were involved in preparing
and conducting the trial. The evaluation on the other hand was most likely
done only by a few people. So now go ahead and let all the others know what
you found out. What was it that they contributed to? Did it help that they
spent their time working on it?
You could organise a meeting to talk about the results with your practi-
tioners and discuss a way forward - in the end you still have your gap but
now maybe also a solution. Include the outside world. crisis management is
a local, a European and also global task. So share your knowledge and inspire
others (who might also have that same or a similar gap). Here you can up-
date the lessons learnt library, the DRIVER+ knowledge base and also the
portfolio of solutions.
Your solution providers are very important. Let them know what you think
of their “products”- they will be very thankful for any bit of information that
helps them to go forward in their development! And don’t forget about re-
searchers. Sitting in an ivory tower is not nice, so help them in see the real
world!
IN DEPTH
ALL YOU NEED TO KNOW ABOUT THIS STEP
METHODS
Meeting, social media, website, newspaper
article, conferences, societal impact
assessment, research ethics
TOOLS
Lessons learnt framework, portfolio of solu-
tions, trial guidance Tool (knowledge base),
lesson learnt library
INPUT
Answers
OUTPUT
Tweets, newspaper article, website content,
journal paper, updated lessons learnt library
etc.
At the end of the trial you want to create something
sustainable. Therefore spread the word: Let people know
what you learnt. About your gaps and how to bridge
them but also about trials. Furthermore: Write down
what lessons you learnt with regards to trials etc. - for
conducting trials, for crisis management, for your organ-
isation etc.
IN A NUTSHELL
WHAT THIS STEP IS ABOUT
TRIAL OWNER (LEAD)
PRACTITIONER COORDINATOR
2 DAYSTO MAKE SURE THE GAINED
KNOWLEDGE IS SUSTAINED
EVALUATION
DISSEMINATE RESULTS
75
74
EXAMPLE TRIAL 1  PL
EVALUATION PHASE
THIS EXAMPLE DEMONSTRATES THE RESULTS, WHICH WERE OBTAINED, BASED ON THE PREVIOUSLY
SHOWN EXCERPT FROM THE PREPARATION AND EXECUTION PHASE OF THE FIRST DRIVER+ TRIAL IN
POLAND. ACCORDINGLY, ONLY EVALUATION VALUES FOR THE SELECTED GAP AND THE SOLUTION IN
THE TRIAL ARE PRESENTED.
Neither the team working in the baseline nor the one in
the innovation line pointed all the locations and colours
of the coloured sheets completely correctly on the map.
In addition, the teams in the innovation line placed some
of them in wrong locations. The results are presented in
the tables blow. The results show the rate of identifi ed
sheets in relation to the real number of the sheets on
site (“ground truth”).
Time needed on average: 39 minutes
Time needed on average: 30 minutes
The values show that overall the precision of identifying
the coloured sheets in the fi eld was lower in the Innova-
tion Line using the solution. In addition, additional incor-
rect sightings were recorded, which was not the case in
the baseline.
In order to compare the times to prepare the decision
after receiving the data, it is necessary to add the time
for collecting the data. The drone fl ight is used in both
baseline and innovation line and takes 13 minutes. The
processing time needed to create the orthophoto map
and 3D model in the innovation line using the solution
was 82 min. Concluding, one can see that also the time
needed to draw a decision did not achieve better values
than the baseline.
To answer the research question, the following
statements have been concluded as a summary from
the results presented above:
Managing the resources of units from di erent
countries requires a detailed identifi cation of needs
and tasks to be carried out. The innovation line can
support this assessment by providing information
in the form of a 3D model and orthophoto map of
an area of limited accessibility. Identifi cation of the
needs of the population may enable the needs of
the a ected population to provide adequate assis-
tance to be better assessed. The solution can partly
support cross-border resource management during
multi-stakeholder long-term rescue operations by
providing 3D maps of the a ected area. The biggest
constraint in this case is the time to provide outputs,
especially in case of low data transfer at the area.
The drone rapid mapping solution provides data,
which might be shown in COP tools as well, providing
latest imaginary of a ected area in form of orthopho-
to map.
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
Without
solution
Rate of pointed sheetings to real number
(“ground truth”)
Correctly Incorrectly Missed
Red 100 % 0 % 0 %
Blue 83 % 0 % 17 %
White 58 % 0 % 42 %
Total 77% 0 % 23%
With
solution
Rate of pointed sheetings to real number
(“ground truth”)
Correctly Incorrectly Missed
Red 91 % 9 % 9 %
Blue 53 % 0 % 47 %
White 60 % 29 % 40 %
Total 66% 14 % 34%
77
76
The major outcomes related to the trial dimension con-
rmed that the participants’ number, background and
commitment supported the trial adequately. The scenar-
io and the simulated environment were deemed realistic
enough for the practitioners’ immersion. However it
became clear that in the area of learning and training
there is still room for improvement. This result of the
trial dimension has been taken into account by analysing
the other dimensions.
The key results regarding the Solutions dimension were
that the innovative solution provided the expected
functions and was mostly considered straightforward to
use. However, the feedback o ered by the practitioners
showed that the perceived benefi t varied considerably
for di erent types of crisis and deployment conditions.
Here the ISO 9241-11 – standard on usability was used.
The main outcomes in the crisis management dimension
were that the trialled solutions contributed in saving time
on specifi c processes (in particular at the alert step),
improving the accuracy of some of the information ex-
changed (particularly locations) and as a consequence in
reducing the requests for information coming from mis-
understandings, which in turn contributed to saving time.
The assessed solution above was easy to use and proved
very suitable for control rooms (strategic or non-fi rst
responders´ organisations). The solution was evaluated
by nine practitioners taking part in the trial. Although
the usability was rated as high by the practitioners, not
all of them reported major benefi ts. The radar diagrams
based on the averages from participant questionnaires
show average values for most dimensions, but the actual
ratings varied widely between di erent roles within the
trial. E.g., doubling radio messages with logbook entries
diminished the benefi t for more operational roles, while
others benefi tted from extensive use of the logging
capabilities and automated situation reports to replace
dozens of emails. This of course has to be seen in the
context of the French doctrine, which is used to radio.
Putting the evaluation in the socio-cultural context of
the participating organisations is key to drawing valid
conclusions.
EXAMPLE TRIAL 2  FR
EVALUATION PHASE
THIS EXAMPLE DEMONSTRATES AN EXCERPT OF THE RESULTS OBTAINED DURING TRIAL FRANCE. IN
LINE WITH THE PREVIOUSLY PRESENTED EXAMPLES OF THIS TRIAL, HERE ONLY SOME INSIGHTS INTO
THE PREVIOUSLY PRESENTED GAP ETC. WILL BE GIVEN.
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
79
78
EXAMPLE TRIAL 3  NL
EVALUATION PHASE
THE TRIAL EVALUATION CONTAINED THREE DIMENSIONS: TRIAL, SOLUTION AND CRISIS
MANAGEMENT. ACCORDING TO THE IDENTIFIED GAPS AND RESEARCH QUESTIONS, DIFFERENT
KEY PERFORMANCE INDICATORS KPI WERE DEFINED AND EVALUATION DATA COLLECTED.
The Crisis Management dimension was evaluated for
each of the four blocks of the threat and impact phase
separately comparing the baseline and the innovation
line. None of the selected solutions closed gap 1 (on re-
source planning) as initially intended. Solutions 3Di, SIM-
CI and ATSA-ZKI, although very useful in dealing with a
(potential) flooding, do not close gap 2 (on information
sharing) as initially intended. Solution CrisisSuite how-
ever was a perfect choice for gap 2. The experiences in
the trial even led to initiatives to formally connect both
solutions: the legacy system LCMS which is currently
used at SRH and CrisisSuite. Solution HumLog was suit-
ed for gap 3, however, only in the threat phase. In all
four blocks, the practitioners were more focussed on
performing the tasks the were given and ‘forgot’ to use
the solutions for these tasks. A recommendation would
therefore be to use a directive approach in formulating
the assignment and specify the requested outputs (how,
when and where) for the participants so that they are
“forced” to use the solutions.
In the first part of the solution dimension generic indi-
cators were derived from the international standard ISO
924-11 (1), where usability is “composed of eectiveness,
eciency and satisfaction”. The figure presents the
average rates of the solutions features assessed by the
practitioners during trial 4. The features included in the
questionnaire fulfilled by the practitioners was based
on ISO standard. Individual evaluations of each solution
were also created taking into account specific KPIs. The
graph on the right shows the average ratings of the indi-
vidual solutions in dierent colors. SIMCi scored best of
all solutions in all categories and received, for example,
the value 1.5 (-2: poor to +2: very good).
One part of the trial dimension questionnaire addressed
the perception with trial organization. Looking at the
average of all answers, the respondents rather agreed
that they were satisfied with the organisation. The graph
on the right shows the satisfaction with the trial organi-
zation. The scale ranges from -2: bad to +2: very good.
For example, the scenario was given an average score of
about 0.6 and the trial set-up a score of over 1.0.
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
81
80
METHOD: BASELINE 82
METHOD: INNOVATION LINE 84
METHOD: SOCIETAL IMPACT ASSESSMENT 86
METHOD: RESEARCH ETHICS 90
METHOD: 3 DIMENSIONS & KPIS 94
TOOL: TRIAL GUIDANCE TOOL 96
TOOL: KNOWLEDGE BASE 98
TOOL: TRIAL ACTION PLAN 100
TOOL: CRISIS MGMT INNOVATION NETWORK 102
TOOL: PORTFOLIO OF SOLUTIONS 104
TOOL: LESSON LEARNT LIBRARY 106
TESTBED TECHNICAL INFRASTRUCTURE 108
TOOL: COMMON INFORMATION SPACE 110
TOOL: COMMON SIMULATION SPACE 112
TOOL: TRIAL MANAGEMENT TOOL 114
TOOL: AFTERACTION REVIEW TOOL 116
TOOL: OBSERVER SUPPORT TOOL 118
TOOL: ADMIN TOOL AND SECURITY 120
TOOL: EXTRA DEVELOPER TOOLS 122
In the last chapter of the handbook you will fi nd two
pages for each tool or method which was referred to in
the step descriptions. Please note that it is not a com-
prehensive description of tools and methods, but rather
this chapter revolves around those used the most within
DRIVER+ test-bed. While most participants might be fa-
miliar with a tool like Microsoft Excel or the brainstorm-
ing method, the understanding and generation of a base-
line or the application of the DRIVER+ observer support
tool are not that intuitive. We acknowledge that e.g.
explanations on how to carry out proper brainstorming
might be important, but publicly accessible knowledge
bases on the Internet already provide good insights.
Hence, we recommend searching online and select the
results based on your needs. On the other hand, the un-
derstanding and generation of a baseline or the applica-
tion of the DRIVER+ observer support tool are not that
intuitive and we decided to give priority to non-intuitive
tools and methods. In many cases you might also fi nd in-
teresting information through the DRIVER+ knowledge
base which you can access through the trial guidance
tool. The third chapter is basically there to introduce you
briefl y into broader methodological and technological
DRIVER+ infrastructure environment.
The order of the described tools and methods refl ects
the order of the evolution of a trial:
1. In the beginning four major tools are described,
which support the trial partici pants from the fi rst
step up to the evaluation of the trial: the trial guid-
ance tool, the knowledge base, the trial action plan
and the portfolio of solutions.
2. They are followed by the methods to design nase-
and innovation lines, mainly relevant for the prepa-
ration phase. In addition, three overarching methods
are described, related to societal impact assess-
ments, taking into account research ethics as well as
the overall performance measurement paradigm in
DRIVER+ trials.
3. The test-bed technical infrastructure tools, which are
mainly relevant for the execution
4. The last tool is a method at the same time: the les-
sons learnt library supports the trial participants in
drawing broader conclusions from the observations
during the trial execution.
TGM SUPPORT TOOLBOX
METHODS & TOOLS
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
83
82
LINK
This is not a physical tool but a process
As mentioned, you start with meeting your practitioner participants and
start talking about the identifi ed gaps and the written down trial context.
Then initiate a brainstorming session for each gap. Use sticky notes and a
whiteboard.
Mark a timeline on your whiteboard. This represents the start and end of
your gap process.
Now add along this timeline each task/ action that is part of this special
gap process.
In a next step add all equipment needed in these tasks/ actions.
Then also add all the roles.
Now you might want to re-arrange your sticky notes. Dedicate one lane for
each role. Again work along your timeline.
Put each task/ action with the attached equipment to the role that fulfi lls
this task/ action.
Think of the fact that the tasks infl uence each other and add further
tasks/ actions that you identify are necessary in oder to create one whole,
consistent course of action.
In the next step think of the communication processes between the roles.
What kind of information is given? When? To whom? By the use of which
means (radio, landline, etc.). Write the kind of information and the means
used on a sticky note and connect the roles by using your marker.
Congratulations! You have a complete depiction of your baseline. As this
is an analogous version, we recommend to fi rst: take pictures, and second:
create a digital version. Within DRIVER+ we used the BPMN, the Business
Process Model and Notation, to depict the baseline. You fi nd an introduction
to it online: www.bpmn.org. But feel free to use other tools.
The idea of a baseline is to depict your as-is process. This
means you “paint a picture” that shows all roles, activ-
ities and information exchanged in your gap situation.
This can then be used for communication purposes: by
using a picture you can explain the crisis management
process to a solution provider in a fast and easy way. This
will help you with the whole integration of any kind of
solution into your gap process, as well as the technical
integration.
So what needs to be done? First you need to gather
your crisis management practitioners - the ones who
know the gap and its context best. In doing so, you have
already chosen some of the roles that you envision with
play a role in the trial. Now go through each gap and the
concerned trial context. Brainstorm with your practi-
tioners about the process that surrounds your gap - in
which circumstances does who encounters the gap?
Try to be as comprehensive as possible by listing roles,
equipment and everything (you can get inspired by the
trial context template).
After you have listed all this, try to depict it in a kind of
owchart to show how all of these things and persons
are connected.
Create a “who is doing what, when, with what equip-
ment, where and under which circumstances” - picture.
In the following page you will fi nd some ideas on how to
do this.
This picture / fl owchart is your baseline. It is a model of
your gap-process. In the best case scenario it also in-
cludes the kind of information exchanged and means by
which they are exchanged. Visualisation is a great tool in
order to really identify the key “gap points”. It is a tool
that empowers people to talk about specifi c aspects. By
doing this you will be able to understand the gap best
and therefore to fi nd an innovative sociotechnical solu-
tion that can bridge it. This is the most important step
as it allows you to select the most suitable solutions for
your trial - not based on the fact that they claim to be
the best for you, but based on the fact that you are real-
ly clear about your needs.
ABOUT
WHAT THIS TOOL IS FOR
TRIAL OWNER
EVALUATION COORDINATOR
PRACTITIONER COORDINATOR
ENABLING A DEEPER MORE THOROUGH
ANALYSIS AND COMMUNICATION BETWEEN
STAKEHOLDERS
METHOD: BASELINE
DRAWING TRIAL-RELATED PRACTITIONER REALITIES
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
85
84
LINK
This is not a physical tool but a process.
A few hints on how to create an Innovation Line are provided below:
Print your baseline or use a projector to have it on a whiteboard for
everyone to see.
Go through the whole baseline with your practitioners - task by task and
action by action. If one can be replaced by a new functionality at this
point, you can write down what new task/ action will be done now.
Again think of information exchange and equipment needed for the task.
Use the marker to create new connections between tasks/ actions that
are before or after the newly created one.
Maybe you also need to create a new role now
(e.g. a Social Media Manager).
In this way you will automatically create the Innovation Line. We again rec-
ommend taking pictures and then creating a virtual version.
Be aware of the fact that this way of working creates a lot of new informa-
tion that might not be ideally integrated by sticky notes on the baseline. So
make sure no information and re-arrangement of the baseline gets lost!
The idea of the Innovation Line is to integrate the inno-
vative sociotechnical solutions exactly there in the base-
line where it can address the gap - at that point where it
will lead to changes. Hence the baseline is the document
to take into account here.
Again you start with a discussion with your practitioner
participants. They need to understand the functionalities of
the solutions. Then they can discuss where they would like
to use which functionality in the gap-identifi cation process
in order to bridge the gap. Here the visualisation is a great
tool to enable dedicated discussions with the solution pro-
viders, if you wish to do so (maybe during the TIM).
You have to make sure that the solution providers really
understand your gap and the specifi c part of it, in which
their solution is involved. Also you have to make sure
that your practitioner participants really understand the
functionality of the solutions. Only if this information
is clear to everyone is a good and fruitful discussion
possible. After all this is clear, use again sticky notes and
marker as well as the depiction of your baseline in order
to create your Innovation Line.
ABOUT
WHAT THIS TOOL IS FOR
TRIAL OWNER
EVALUATION COORDINATOR
PRACTITIONER COORDINATOR
TECHNICAL COORDINATOR
IDENTIFYING EXACTLY WHERE CHANGES OCCUR
IN THE CM PROCESS; IDENTIFY KPIS
METHOD: INNOVATION LINE
DRAWING FUTURE PRACTITIONER REALITIES
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
87
86
Acceptability also relates to issues of sustainability, since solutions that are de-
veloped and implemented with the broader society in mind have a larger chance
of avoiding controversy and being adopted, in addition to making the imple-
mentation more e cient and e ective.
A SIA can be carried out in many di erent contexts, and for many di erent
purposes, which makes it di cult to give a universal defi nition of what it entails.
The starting point for the SIA Framework developed in the DRIVER+ project
is that an assessment of what a certain solution does to a society, means think-
ing about how it impacts the people in it. While some categories of impact are
easier to identify and mitigate than others, there is no easy checklist to identify
potential societal issues. For example, privacy-related impacts might be easier
to recognise due to high public attention of the topic and to the emergence of
European-wide legislation. On the other hand, the impact of certain solutions
on societal values addresses impacts that exceed calculability, not least because
most of these impacts are long-term and often unintended.
While SIA can be challenging to do in everyday CM operations due to a lack of
time and e orts, the TGM facilitates SIA as a natural step in preparing a trial. In
order to understand the concept of SIA better, let’s use the example of trial Po-
land. This trial dealt with the following research question: How can cross-border
resource management be supported through sociotechnical solutions during
multi-stakeholder longterm rescue operations? In other words, which technol-
ogies and/or methodologies can provide an added value for rescue operations?
When we evaluate a given solution, be it a new technology or a new methodol-
ogy, we always need to step back and wonder if, together with the added value
it may bring, there are also new problems that it generates. When setting up a
trial, issues related to the societal impact of our activities occupy a central role.
This is because we recognise that there is a mutual relationship between tech-
nical objects, the natural environment and social practice. The technologies do
not operate in a vacuum; rather, they exist in a social context that is impacted
by them in di erent ways.
The need for innovative solutions to deal with crisis sit-
uations stems from the fact that crisis management as
such is taking place in complex and dynamic societies. This
complexity is caused by several factors, such as increased
digitalisation and the growing movement of people across
borders and countries. The emergence of new solutions
to tackle new and complex challenges also means that the
solutions we come up with can have consequences that
are more complex than before. These consequences – or,
in other words, the impact – can be positive and desired
(such as increased e ciency), but there might also be im-
pacts that are negative or unintended. When talking about
societal impact in this context, we mean something di er-
ent than how well the solutions work. A new solution to a
challenge can be very e cient in producing the desired
e ects, but at the same time have tremendous negative
impacts on the society of which it is part. For example, the
aim of a SIA is not to assess whether a crowd-tasking solu-
tion would make response activities more time-e cient,
but how a crowd-tasking solution can be deployed to foster
a culture of trust in society so that communities feel safe
when they are in a crisis situation.
The objective of doing a SIA is to ensure that the imple-
mentation of CM solutions maximises its benefi ts and
minimises its burdens, especially those burdens borne by
people. Burdens and benefi ts may not be directly measur-
able or quantifi able and are often hard to consider exactly
for this reason. Nonetheless, they are important, and by
identifying potential societal impacts in advance, in partic-
ular two advantages are evident:
Better decisions can be made about which solutions
should be employed, and how they should be employed.
Mitigating actions can be implemented to minimise the
harm and maximise the benefi ts from a specifi c solution.
In the larger societal context, by achieving these advantag-
es, other benefi ts include positive impacts such as account-
ability and acceptability:
Accountability means that CM participants are in various
ways responsible for what they do and should be able to
give a satisfactory justifi cation for it.
Acceptability of solutions, since crisis managers depend
on the society accepting the CM solutions, especially
if the solutions are participatory in the sense that they
require interactions with the public.
ABOUT
WHAT THIS TOOL IS FOR
TRIAL OWNER
EVALUATION COORDINATOR
PRACTITIONER COORDINATOR
TECHNICAL COORDINATOR
SOLUTION PROVIDERS
ASSESSING THE SOCIETAL IMPACT
OF EACH SOLUTION
METHOD: SOCIETAL IMPACT ASSESSMENT
SOCIETAL CONSEQUENCES OF CM INNOVATIONS
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
89
88
LINK
This is not a physical tool but a process.
5. DESCRIBE MITIGATING MEASURES AND FOLLOW UP:
In order to reduce the risk of negative unintended impacts, and/or to in-
crease the possibility for positive impact, a list of measures should be made.
The list should be based on the impacts identifi ed in the previous step and
could include actions such as providing extra follow ups for volunteers,
establishing rapport with local community leaders, engaging with the com-
munities, and sharing more information about the activity/solution/trial. A
plan should be made to describe how the mitigating measures will be fol-
lowed up. For trial Poland for example, the anonymity of the participants
in the trial was an issue; i.e. that the anonymity of an observer should be
preserved to ensure independence. Therefore, specifi c measures regarding
both informed consent and anonymity had to be put in place, so that this
data collection could take place. A mitigating measure relevant for the issue
of departing assumptions would include thorough deliberation regarding the
scenario selection, and carefully defi ned research questions.
Using trial Poland as illustration, relevant steps to take
for assessing societal impacts are:
1. IDENTIFY STAKEHOLDER GROUPS/ COMMUNITIES:
The fi rst step would be to identify the stakeholders and
the community that could potentially be impacted by
the implementation of the solution. Here, relevant ques-
tions to ask would start with “how could solution X with
all its functionalities have an impact on the stakeholder
groups or communities included in this context?” For
example, who are the stakeholder groups or communi-
ties that could potentially be a ected by Drone Rapid
Mapping? General society, practitioners, law enforce-
ment agencies? The assessment should be made with
these in mind.
2. COLLECT BACKGROUND INFORMATION:
If relevant, collect reference information covering
key social issues of the impacted communities such as
community history, culture and key events that have
shaped the development of the community. Are there
known vulnerabilities in the community? Specifi c social
challenges? Who are the major industrial actors? In the
example of trial Poland, relevant questions could be: Are
there reasons to believe that the community where the
Drone Rapid Mapping will be carried out could fi nd it
problematic? Have there been controversies regarding
the use of drones in this area / region / country?
3. GET AN OVERVIEW OF LEGISLATION AND POLICIES:
Provide an overview of relevant national/ EU legislation
and policies that complement the mitigation measures
(Step 5) that are directly related to the trial. For trial Po-
land, the maps generated by the drone can be viewed and
analysed in the dedicated geoportal or any GIS environ-
ment already utilised by CM institutions. Yet the images
that those maps were based upon may raise issues of pri-
vacy for individual people and their property; therefore,
relevant legal or regulatory considerations would be for
example data protection law or local airspace regulation
for the use of drones. This step is important for making
an assessment, and depending of the trial setup, it could
even be relevant to contemplate whether CM activities
might challenge other human rights (for example when
dealing with vulnerable populations). The added value for
CM generated by the maps cannot automatically overrule
individual rights of other people.
4. IDENTIFY AND PREDICT IMPACTS:
This is the main part of the SIA, where a structured assess-
ment, based on the information acquired in the previous
steps takes place. The full aim is to identify potential direct
social impacts and try to predict their signifi cance, duration
and extent. The SIA criteria listed in the framework should
be used to structure this thinking, but the idea is not to say
something about each and every criteria. In some cases
the impacts may be rather obvious, and isolated maybe to
issues of privacy and data protection, in which case only
that one criteria might be relevant; yet, in other cases the
societal issues might be more complex. In trial Poland, for
example, we used both simulated tabletop and fi eld exer-
cises, which required the use of dedicated observers, who
recorded and documented the actions. For evaluating this
part of the trial, di erent data was collected, such as ques-
tionnaires fi lled in by the observers and practitioners. As
an example of potential societal impact, the personal data
emanating from these questionnaires could have implica-
tions for the ones involved, in the sense that if the identifi -
cation of a fi refi ghter or a practitioner is revealed, this can
compromise the depth of their answers.
A second issue relates to the departing assumption of
trial Poland, i.e. that 3D models and 2D orthophoto maps
of the endangered area is a solution that will positively
infl uence the time and accuracy of the needs assessment,
which will better support long-term rescue operations.
With this departing assumption, it was natural that the
selected solution was drone rapid mapping, which enables
fast generation of orthophoto maps, based on imagery
acquired by a drone. It is important to realise, though,
that a di erent departing assumption could have led to
the choice of a di erent solution. A prior assumption
towards a specifi c outcome impacts the sociotechnical
choices that we make.
METHOD: SOCIETAL IMPACT ASSESSMENT
SOCIETAL CONSEQUENCES OF CM INNOVATIONS
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
91
90
FIRST, AN OVERVIEW OF SOME OF
THE KEY GDPR PRINCIPLES:
Lawfulness, fairness and transparency: The
GDPR clearly states that processing of data shall
be lawful only if and to the extent that at least
one of several conditions applies [GDPR article
6]. These conditions are e.g. the data subject has
given consent to the processing of his or her per-
sonal data for one or more specifi c purposes. The
conditions for consent have been strengthened
and consent must be provided in an intelligible
and easy accessible form, using plain language.
Collection, processing and purpose limitations:
The GDPR states that personal data can only be
obtained for “specifi ed, explicit and legitimate
purposes” [GDPR article 5, clause 1(b)]. GDPR
also states that data subjects should be able to
“consent only to certain areas of research or
parts of research projects to the extent allowed
by the intended purpose.” Article 17 supplies each
data subject with the right to have his/her per-
sonal data erased when s/he withdraws consent
or objects to the processing, as well as when the
data are no longer needed for the purpose for
which they were fi rst collected. Under GDPR it is
not necessary to submit notifi cations / registra-
tions to each local DPA of data processing activ-
ities. Instead, there are internal record keeping
requirements and a DPO appointment is manda-
tory in certain cases.
Accuracy: The GDPR states that data must be
“accurate and where necessary kept up to date”
[GDPR article 5, clause 1(d)].
Data minimisation & Privacy by Design: The
GDPR states that data collected on a subject
should be “adequate, relevant and limited to what
is necessary in relation to the purposes for which
they are processed” [GDPR article 5, clause 1(c)].
Privacy by design, a new legal requirement under
GDPR, calls for the inclusion of data protection
from the onset of the designing of systems, rath-
er than an addition. Article 23 calls for controllers
to hold and process only the data absolutely
necessary for the completion of its duties (data
minimisation), as well as limiting the access to
personal data to those needing to act out the
processing.
Storage limitations/integrity and confi dential-
ity: The GDPR states that personal data should
be “kept in a form which permits identifi cation
of data subjects for no longer than necessary”
[GDPR article 5, clause 1(e)]. The GDPR also
states that those processing data should do that
“in a manner [ensuring] appropriate security of
the personal data including protection against
unlawful processing or accidental loss, destruc-
tion or damage” [GDPR article 5, clause 1(f)].
Also known as Data Erasure, the right to be
forgotten entitles the data subject to have the
data controller erase his/her personal data, cease
further dissemination of the data, and potentially
have third parties halt processing of the data. The
conditions for erasure, as outlined in article 17,
include the data no longer being relevant to the
original purposes for processing, or a data subject
withdrawing consent.
GDPR requirements & recommendations for the
preparation phase
Decide if a Data Protection Impact Assessment
(DPIA) is needed [see GDPR Section 3, Article
35]. A DPIA shall in particular be required in the
following cases:
a systematic and extensive evaluation of per-
sonal aspects relating to natural persons which
is based on automated processing, including
profi ling, and on which decisions are based
that produce legal e ects concerning the nat-
ural person or similarly signifi cantly a ect the
natural person;
processing on a large scale of special catego-
ries of data referred to in Article 9(1), or of
personal data relating to criminal convictions
and o ences referred to in Article 10; or
Relevant across all the three performance measure-
ment dimensions of a trial are issues relating to research
ethics. Research ethics rules and norms are part of the
TGM and have to be considered when setting up a trial.
Whenever human beings are involved in the activities,
data protection rules and requirements have to be fol-
lowed in order to protect their privacy, and to regulate
their participation. These obligations are most nota-
bly defi ned in the general data protection regulation
(GDPR) of the EU. The GDPR is structured around a
handful of privacy principles, briefl y described below.
Based on these principles, this guide lists key require-
ments and recommendations, linked to each of the
three phases of a trial: preparation, execution and eval-
uation. With the new regulation, a company can be fi ned
2% for not having their records in order (GDPR article
28), not notifying the supervising authority and data
subject about a breach or not conducting impact assess-
ment. For carrying out a trial, the changes that came
with this new regulation mainly refer to citizens’ rights.
In GDPR, the rights of the data subject are detailed in
chapter III. While the new rules for businesses are also
relevant in the trial context, the implementation and
enforcement of GDPR lie with the individual company/
business/organisation taking part in the trial. In sum,
this ethical guideline in (as part of the trial guidance
methodology) will not be aimed at assisting businesses
in adapting to the GDPR, but it will fi rst and foremost
take into account the rights of the data subjects that are
potentially participating in the trial activities.
The following guidelines refl ect the most anticipated is-
sues and concepts for organising a trial, but they are not
fully exhaustive. The reason for this is that to identify
precisely what ethical issues might be relevant for a trial,
more information about the setup, such as the scenario
and the extent of involvement of external participants
such as volunteers, is needed. However, the guidelines
give a good indication of what the most important issues
could be, and how to solve them.
ABOUT
WHAT THIS TOOL IS FOR
TRIAL OWNER
EVALUATION COORDINATOR
PRACTITIONER COORDINATOR
TECHNICAL COORDINATOR
SOLUTION PROVIDERS
FOLLOW ETHICAL PRINCIPLES AND NORMS
FOR RESEARCH ETHICS, AND ADHERE TO
GDPR REQUIREMENTS
METHOD: RESEARCH ETHICS
AND GDPR REQUIREMENTS
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
93
92
LINK
This is not a physical tool but a process.
a systematic monitoring of a publicly accessible area
on a large scale.
Ensure that data is collected for specified, explicit
and legitimate purposes and not further processed
in a manner that is incompatible with those purposes
[GDPR article 5, clause 1(b)].
Inform the data subject (the person which personal
data is collected from) about the data controller’s
identity and contact information, what kind of data
will be collected and processed, how the result of
their contribution will be used, and make sure that the
data actually collected matches this description. Pro-
vide information about the purpose of the research,
who will receive access to the data and how long the
material will be stored. This information should be
given in an informed consent sheet, which the data
subject has to sign prior to data collection.
Make the conduct of observation or recording very
clear. Give anyone potentially aected by it the possi-
bility to refuse from being observed or recorded.
Always inform all participants and potential bystanders
thoroughly and well ahead of the conducted research.
In the event that bystanders could be aected by the
activity, by e.g. being exposed to a trial scenario with
a field component, as much information as possible
should be given to them in advance. This can e.g. be
done by putting up information posters in the vicinity of
the trial area. This would be considered good practice,
even though the bystanders are not “data subjects”.
However, this is dependent on the situation. If there is
video surveillance or tracking of bystanders by the solu-
tion providers, then they may become data subjects.
GDPR requirements & recommendations
for the preparation phase continued
If needed, consult local data protection authorities
to make sure that rules and regulations ensuring data
protection rights are followed. Registration with
national authorities must be made where required.
With GDPR, there is no longer a requirement to
notify DPA about data processing. However, other
responsibilities apply, which may aect the rights of
the participants, such as the duty to carry out data
protection impact assessment and conduct prior con-
sultations (descriptions of when this is relevant can be
found in article 35 and 36 of GDPR).
The data subject shall have the right not to be subject
to a decision based solely on automated processing,
including profiling, which produces legal eects con-
cerning him or her or similarly significantly aects
him or her (GDPR article 22). If such processing is
necessary in DRIVER+ (e.g. for the “potentially au-
tomated” performance measurement and logging
using technical infrastructure in SP92), the decision
must be based on the data subject’s explicit consent
[GDPR article 22, clause 2(c)].
Plan for practising data minimization, i.e. avoid col-
lecting unnecessary data.
Plan for and ensure that personal data collected is
stored in a secure way, e.g. by using the ISO/IEC
27000 family of standards or the kind of guidance
provided by theNational Cyber Security Center.
Anonymize and encrypt personal data as a general rule.
Use technology for data recording only if necessary.
Provide justification.
GDPR requirements & recommendations
for the execution phase
In case servers are hacked, or if personal data is oth-
erwise obtained by someone without permission to
access it, breach notifications are now mandatory in
all member states. This is true for cases where a data
breach is likely to “result in a risk for the rights and
freedoms of individuals”. This must be done within
72 hours of first having become aware of the breach.
Ensure that personal data collected is stored in a se-
cure way, e.g. by using the ISO/IEC 27000 family of
standards or the kind of guidance provided by Nation-
al Cyber Security Center in the UK.
Use technology for data recording only if necessary.
Provide justification.
Practice data minimisation, i.e. avoid collecting un-
necessary data. Collected data, which is no longer
required, should be deleted. In case of a data breach,
METHOD: RESEARCH ETHICS
AND GDPR REQUIREMENTS
this will lessen the amount of aected individuals.
Refrain from processing data that is not up-to-date.
Anonymise and encrypt personal data as a
general rule.
Be aware that under GDPR any person located in
the European Union (anyone residing in the EU,
not just EU citizens) can request their personal
information be removed from a corporate data-
base, or know the reason why it can’t.
The data subject does have the right not to be
subject to a decision based solely on automated
processing, including profiling, which produces
legal eects concerning him or her or similarly
significantly aects him or her (GDPR article 22).
If such processing is necessary for the execution
of a trial (e.g. for the “potentially automated”
performance measurement and logging using the
test-bed technical infrastructure), the decision
must be based on the data subject’s explicit con-
sent [GDPR article 22, clause 2(c)].
Ensure that data is collected for specified, ex-
plicit and legitimate purposes and not further
processed in a manner that is incompatible with
those purposes [GDPR article 5, clause 1(b)].
GDPR requirements & recommendations
for the evaluation phase
In case the servers are hacked, or if personal data
is otherwise obtained by someone without per-
mission to access it, breach notifications are now
mandatory in all member states. This is true for
cases where a data breach is likely to “result in a
risk for the rights and freedoms of individuals”.
This must be done within 72 hours of first having
become aware of the breach.
Do not re-use data without written agreement.
An updated signed informed consent from should
be obtained from the data subject when a control-
ler intends to process data for a further purpose.
Refrain from processing data that is not up-to-date.
Collected data which is no longer required should
be deleted. In case of a data breach, this will less-
en the amount of aected individuals.
Anonymise and encrypt personal data as a general
rule. Personal data should be “kept in a form which
permits identification of data subjects for no lon-
ger than necessary” [GDPR article 5, clause 1(e)].
Those processing/analysing personal data should
do that “in a manner [ensuring] appropriate se-
curity of the personal data including protection
against unlawful processing or accidental loss, de-
struction or damage”[GDPR article 5, clause 1(f)].
Be aware that under the GDPR any person locat-
ed in the European Union (anyone residing in the
EU, not just EU citizens) can request their per-
sonal information be removed from a corporate
database, or know the reason why it can’t.
If personal data is contained in the description of
trial results which is stored in the PoS, this should
be justified.
In addition to ensuring that personal data is
collected for specified, explicit and legitimate
purposes, make sure that the data is not further
processed in a manner that is incompatible with
those purposes [GDPR article 5, clause 1(b)].
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
95
94
LINK
The template of the generic KPIs can be found in the trial
Guidance Tool.
kind of data has been collected via dedicated questionnaires fi lled in by the
end user of the solutions within the trial. Here the likert-scale was used and
the participants could add their personal opinion as free text.
The use of questionnaires was also chosen for the trial dimension. Again the
likert-scale and open text were applied. The persons to fi ll in this question-
naire were not only the end users of the solutions, but everyone who par-
ticipated in the trial (sta , observers, etc.). Furthermore the external coop-
eration team sent a questionnaire to the external participants and solution
providers to gather specifi c data about the trial organisation (which is part
of the trial dimension as well).
Most demanding is the set-up for the CM dimension. Here a mixed method
approach is recommended: Data collection through the test-bed technical
infrastructure as well as the solution (data logs) and observer sheets (ob-
server support tool), were used in DRIVER+ so far. Be aware that you should
collect data from the legacy tools as well as from the new innovations - as
you aim for a comparative study (this is only necessary if you do not already
have valid data from past incidents or simulations). Note as well that a hu-
man observer can only see and note down a certain amount of information
in a certain amount of time. Having them log timestamps is not recommend-
ed. They should be selected according to their specifi c knowledge and then
used to observe specifi c CM relevant artifacts.
DRIVER+ trials aim to assess innovative sociotechnical
solutions in an as realistic as possible environment in or-
der to bridge a crisis management gap. This leads to the
fact that there are three di erent dimensions that need
to be taken into account: The crisis management dimen-
sion, The trial dimension and the solution dimension.
The most important one is the CM dimension, because
this is the part were we are looking for new solutions that
have an impact on our gaps. Here the baseline (and inno-
vation line) can be most helpful, as they depict the CM
process with all its involved roles, tasks, processes etc.
The next dimension is the trial dimension, which relates
to the trial organisation. Everything that has to do with
the trial run in very “hands-on” manner is part of this
dimension. This can be the wifi connection, the number
of participants, any technical issue ...
The last one is the solution dimension. This one tackles
all functionalities as well as the usability etc. of each
sociotechnical innovation. Each dimension can be an-
alysed alone and also in relation to the others. As the
aim is to assess a solution in relation to a CM gap, it is
very important to see how this was (maybe even nega-
tively) infl uenced by the trial or solution dimension. For
example: It could be that a solution is very well capable
of addressing the CM gap, however during the trial a
breakdown of the system can occure due to a technical
problem within the trial location (trial dimension). In this
case the participants cannot see the whole potential of
the solution. This is very important to consider during
the analysis and evaluation and to ask how these disrup-
tions infl uenced the overall setup and data collection.
The main challenge here is to set up your trial in a way
that actually enables you to measure each dimension on
its own so that you can identify the points where they
infl uence each other. This allows to interpret every piece
of data in its rightful context. Within DRIVER+ the ISO
9241-11 was identifi ed as being very helpful with the
assessment of the solution dimension. This standard in-
cludes artifacts like usability, novelty, etc. So far this
ABOUT
WHAT THIS TOOL IS FOR
TRIAL OWNER
EVALUATION COORDINATOR
PRACTITIONER COORDINATOR
ENABLING A REALISTIC ASSESSMENT OF
INNOVATIVE SOCIOTECHNICAL SOLUTIONS
WHILE TAKING INTO ACCOUNT DIFFERENT
INFLUENCES ON THE DATA COLLECTED
METHOD: 3 DIMENSIONS & KPI’S
MEASURING CRISIS MANAGEMENT INNOVATIONS
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
97
96
LINK
https://pos.driver-project.eu/gt/trial
The TGT also stores lessons learned from each trial, which can be accessed
to foster common understanding of crisis management across Europe. A
pdf export function is one of the core functionalities that the tool provides,
which allows data to be extracted from the TGT directly to the trial action
plan. Integrated help will accompany the user on each step and will provide
support and examples for what needs to be done. In the long term, the TGT
aims to allow systematic and guided procedures to assess potentially inno-
vating solutions.
The TGT is a web-based software tool developed to sup-
port trial owners and high-level crisis managers in the
implementation of the TGM through the trial phases.
It is derived directly from the TGM and it assures that
the practitionerís needs together with trial objectives,
are met by following the six steps defi ned in the prepa-
ration phase. The TGT allows also the validation of each
steps’ outcome, ensuring that they are followed as in-
tended. Given the fact that TGM by its nature is a com-
plex subject, e ective and successful implementation
requires systematic guidance that the tool provides.
The TGT is also a knowledge database containing the
results of the DRIVER+ systematic literature research
(SLR) as well as lessons learned from the previous trials
used for future reference. The tool evolves and improves
during the course of the project, and it aims to become
the ultimate support tool in all trial phases for future
generations of crisis managers.
The TGT aims to simplify the identifi cation of operation-
al (real life) crisis management problems by o ering a
list of pre-defi ned gaps stored in the database that can
be reused, or it gives support for defi ning new ones.
Each gap is related to CM functions which are also a part
of solution descriptions, stored in the Portfolio of Solu-
tions, allowing integration between the tools.
The TGT gives examples of trial objectives and helps the
users in defi ning them. The tool o ers examples of “do’s”
and “don’ts” gained from experience in the past, and it
helps with formulating structured and pragmatic data
collection plans for evaluating trial results by providing ad
hoc templates. It also allows users to formulate trial sce-
narios and stores them in the tool for future reference.
The search and matching function based on CM functions
taxonomy, is designed to help identifying potential solu-
tions from previously identifi ed gaps to be adjusted in a
trial. In addition, the tool introduces test cases which can
be defi ned and shared across trials, to help CM practi-
tioners in fulfi lling trial objectives and answering research
questions. Trial owners, together with their teams, can use
the tool simultaneously to improve their collaboration.
TRIAL OWNER
PRACTITIONER PARTICIPANT
TOOL: TRIAL GUIDANCE TOOL
A WEB-BASED TGM SUPPORT TOOL
TRIAL GUIDANCE TOOL OFFERS SUPPORT IN
IMPLEMENTATION OF THE TRIAL GUIDANCE
METHODOLOGY
ABOUT
WHAT THIS TOOL IS FOR
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
99
98
LINK
https://pos.driver-project.eu/gt/knowledge
The DRIVER+ knowledge base, in its current
version, contains the results of a systematic literature
review (SLR) of trial-like events in the crisis manage-
ment domain from the past decade.
The SLR approach is a means to reduce the bias of study
selection, data extraction and presentation as well as to
ensure high quality, because it is reproducible due to the
systematic and well documented procedure. The knowl-
edge of the relevant identifi ed sources was collected
in codebooks. These codebooks contain ten di erent
categories, that were fi lled based on the analysis of the
literature: objective, research question, planning & devi-
ation, research method, metrics & KPIs, data collection
plan, data analysis, ethical procedures, results, method-
ological lessons learnt. By re-arranging the knowledge in
this systematic way, a database was created that can be
searched by using a keyword-search. The aim is to sup-
port anyone that is interested in conducting a trial by
showing the state-of-the-art within those categories,
that are relevant within the preparation phase.
As each of the journal articles have been given an ID,
they could be fed into a database that is searchable by
keyword search in two ways:
Step 1:
Horizontal search - search for every codebook that has
information on serious games in the metrics & KPI in the
same way as explained before for the research method.
Results will be in the same attribute - in this example
now the metrics & KPI attribute (highlighted with yellow
boxes). These results could be depicted, for example, in
a list giving the ID and the info about metrics.
Step 2:
Vertical search - look again at the whole codebook for
one ID, the whole tuple. The idea is to enable the possi-
bility to discover more relevant information as depicted
here for a specifi c ID, and maybe even motivate the user
to go deeper and read the whole paper and its underly-
ing research.
So please go to the TGT and try it out! You will see that it
will inspire you!
ABOUT
WHAT THIS TOOL IS FOR
TRIAL OWNER
PRACTITIONER PARTICIPANT
EVALUATION COORDINATOR
GIVING YOU INSPIRATION,
EXAMPLES AND GUIDANCE
DURING THE PREPARATION PHASE
TOOL: KNOWLEDGE BASE
GET INSPIRED AND LEARN FROM OTHERS
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
101
100
LINK
This is part of the TGT.
You can fi nd the TGT here: https://pos.driver-project.eu/gt/trial
It is supported by a training module created as a supplement to TGM module.
Collaborative, systematised workspace that can host decisions and ac-
tions - document oriented on task: preparing and executing the trial.
Completes all the information gathered throughout the preparation and
execution phase by all trial stakeholders in a concise form. Serves as a
main planning document. Output: aggregation of data in one collabora-
tive worksheet, linked with all trial related documents, that is easy to use.
The fi rst version of the trial action plan (TAP) was creat-
ed during the DRIVER+ project to serve the role of the
main trial planning and preparing document. It covers
all areas related to the trial organisation and will be used
to record the e orts, circulate decisions and assess the
progress. Its secondary role is to function as an internal
progress reporting document.
The TAP fundamental role is to facilitate collabora-
tive planning and to support combined execution. It
should be considered as a support tool facilitating the
trial management. It is designed to be used as a living
document (document being continually edited and up-
dated by many authorised people). It means that the
document is continuously up to date in line with new
decisions and actions being realised in the course of
the preparation work of the trial committee and other
involved stakeholders. This approach allows all important
arrangements, conclusions and e ects of work to be
collected, thus constituting the TAP as a repository (also
a coordination and information sharing tool) available to
all stakeholders.
The document is provided in a form of a self-descriptive
template with completion guidelines that also links the
user with DRIVER+ methodological documents. More-
over, it supports the application of DRIVER+ methodol-
ogy. It accommodates and cites all the decisions of trial
committee concerning the methodological aspects of
the trial preparation. This includes among other things:
description of gaps selected for the trial, general and
specifi c research questions the trial will respond to, the
solution selection process and its results, initially identi-
ed key performance indicators for evaluation of select-
ed solutions, data collection, evaluation approaches and
metrics and general scenario formulation.
The TAP includes several fi lling aids, facilitating the pro-
cess of its completion:
The completion guide (precisely explaining the logical
systematisation of progressing with the trial prepara-
tion and execution and suggests the correct order of
advancements);
Other instructions, checklists and revision guide.
ABOUT
WHAT THIS TOOL IS FOR
TRIAL OWNER
EVALUATION COORDINATOR
PRACTITIONER COORDINATOR
TECHNICAL COORDINATOR
COMPREHENSIVE CO-WORKING TEMPLATE &
CHECKLIST TO PLAN AND PREPARE A TRIAL.
RECORDS EFFORTS, CIRCULATES DECISIONS
AND AIDS ASSESSING PROGRESS
TOOL: TRIAL ACTION PLAN
TAP
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
103
102
LINK
https://www.CMINE.eu
CMINE’s guiding principles and ambitions are to:
Foster multi-stakeholder and cross-sectoral interaction – Join a diverse
group of stakeholders active in crisis management, share knowledge,
ideas and work together to solve current and future challenges
Engage members through a content-driven approach – Benefi t from a
structured, moderated and open space to generate ideas and foster
innovation through interaction
Become a hub for crisis management innovation in Europe – Discover key
information such as results of research projects and cutting-edge crisis
management solutions and stay up to date on crisis management news
and events
Provide visibility and networking opportunities to the crisis management
community – Showcase your results (e.g. EU-funded research projects)
to increase visibility, while expanding your networks through our expert
database
The Crisis Management Innovation Network Europe
(CMINE) is a community of practice whose objective is to
foster innovation and enhance a shared understanding in
the fi elds of crisis management and Disaster Risk Reduc-
tion in Europe.
CMINE is creating an umbrella network of stakeholders
active in crisis management by linking existing projects,
networks and initiatives. By doing so, CMINE reduces
fragmentation in the crisis management domain, prompts
the generation of ideas and assists in the identifi cation of
innovative solutions to improve European resilience.
CMINE provides to its members an online and o ine
environment to actively engage with other crisis manage
ment professionals. It helps them to refl ect on current
and future challenges while facilitating the uptake of re-
search and innovation by practitioner organisations. Dif-
ferent task groups have been set up to explore approach-
es to address issues in specifi c crisis management areas,
namely fl oods, wildfi res and volunteer management.
The CMINE platform has been designed as a fl exible tool,
easy to update and inform through collaboration. Its aim
is to become a sustainable pan-European platform in sup-
port to all professionals involved in crisis management.
ABOUT
WHAT THIS TOOL IS FOR
POLICYMAKERS
PRACTITIONERS
NGOS/CSOS
PEOPLE FROM INDUSTRY
SCIENCE
TRAINING AND EDUCATION
STANDARDISATION REPRESENTATIVES
TRIAL OWNER
A COMMUNITY OF PRACTICE TO FOSTER
INNOVATION IN CRISIS MANAGEMENT AND
DISASTER RISK REDUCTION
TOOL: CRISIS MGMT INNOVATION NETWORK
CMINE
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
105
104
LINK
https://pos.driver-project.eu/PoS/solutions
The portfolio of solutions provides the possibility of
describing a solution in a standardised way. The solu-
tion owner is able to state in which innovation stage
the solution is currently in, what readiness level it has,
which crisis cycle management phase is targeting,
and which crisis size it covers. It also gives the oppor-
tunity to provide information on which standards are
supported by the solution, and to upload and store all
documentation regarding the solution, such as man-
uals, installation/ confi guration guides etc. Solution
providers can also describe use cases in which CM
functions are addressed. Other than that, PoS allows
references to be added to both internal DRIVER+
trials and external experiments, to give additional in-
formation on how the solution performed in real-life
situations.
For the trial owners and CM practitioners, the PoS’s
search function allows easy discovery of relevant
solutions by fi ltering all information provided by the
solution owner and by clearly stating which CM func-
tions are being addressed. The solution overview page
of the PoS is based on search API which implements
deep search algorithms that allow searching through
all components of the described solution for relevant
terms, delivering fast, user-specifi ed search and also
gives the possibility to fi lter the solutions by CM func-
tions, allowing easy matching with trial gaps. The PoS
also implements a PDF export function to allows easy
information extraction for further usage. This func-
tionality can be combined with the fi ltering function
that the tool o ers to generate PDFs containing us-
er-specifi ed information, that being a description of a
single solution, or for example, description of all solu-
tions that address the same CM functions. Integrated
help functionality is designed to help both solution
owners in describing their solution in the best possible
way and to help trial owners in selecting relevant solu-
tions to be benchmarked in a trial.
The future goal of the PoS is to propose a market-
place where the next generations of CM practitioners
will be able to fi nd information related to solutions to
ll the existing gaps in crisis management, and also to
discover new innovative solutions provided by solu-
tion owners for arising problems.
The portfolio of solutions is a web-based online platform
that aims to document all relevant information regard-
ing the solutions in the crisis management across Europe
in such a way that di erent stakeholders can easily ac-
cess this information. It also aims to standardise the lan-
guage through the use of shared vocabulary of pre-de-
ned taxonomies, so that for example, CM professionals,
solution owners, CM practitioners and trial owners can
work on the same level, and use the same terms, making
the collaboration much easier. The trial guidance meth-
odology describes a six step approach - an iterative pro-
cess for trial preparation, where the last step includes
selection of trial relevant solutions. The main role of the
PoS in this step is to allow trial owners, and CM practi-
tioners to select solutions that are going to be used and
evaluated in the trial and that are related to the defi ned
trial gaps, which are linked to CM functions. In other
words, the PoS aims to help in the solution selection
process, by o ering the information on which CM func-
tions are addressed by the solutions, so that they can be
matched with the defi ned gaps.
Another important function of the PoS, is to propose a
marketplace where providers can advertise their inno-
vative solutions in the fi eld of crisis management, and
improve the chance of them being selected for a trial, or
being used by CM practitioners. It also allows descrip-
tion of potential use cases, to give more insights on the
actual use of the solutions.
The search functionality of the PoS enables an easy
search through a large number of solutions, maintaining
the high level of relevancy, by applying the correct fi l-
ters that narrow the search results. A goal for the future
is to make the PoS project independent, so that infor-
mation about potential solutions for ongoing real-life
crisis management problems is always available when
needed.
ABOUT
WHAT THIS TOOL IS FOR
TRIAL OWNER
EVALUATION COORDINATOR
PRACTITIONER COORDINATOR
TECHNICAL COORDINATOR
THE MAIN PURPOSE OF THE PORTFOLIO OF
SOLUTIONS IS TO STORE AND PROVIDE ALL
RELEVANT INFORMATION ABOUT INNOVATIVE
SOLUTIONS IN CRISIS MANAGEMENT
TOOL: PORTFOLIO OF SOLUTIONS
POS
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
107
106
LINK
https://l3crisis.eu
An event is described by:
A summary, including some general data such as type of event (e.g. an in-
cident or an exercise), and its date and place. More detailed information
on the incident scenario and CM operations, such as the initial incident and
cascading e ects, the (potential) impact, a map of the situation, involved
organisations, and an overview of critical CM functions that had to be exe-
cuted. Lessons that have been learned from the event.
A lesson consists of:
The applicable CM functions during the event, including a description of the
perceived positive or negative experiences and their e ectiveness.
Solutions to improve the CM function based on experiences during the
event, including a description of the expected performance improvement
and an indication of the expected impact reduction.
These lessons are typically captured during the evaluation phase of an event
when all required information is available.
The objective of the Lessons Learned Library (L3) is to
support organisations in sharing, editing, and consulting
lessons within the domain of crisis management (CM)
and disaster risk reduction (DRR). L3 is especially in-
tended to share lessons across organisations, across sec-
tors, and across countries with the fi nal goal to improve
CM and DRR in Europe by learning from each other’s
experiences.
Lessons may be collected from various types of events:
routine, every day operations, crisis situations, training
and exercises, experiments and tests, but also from risk
management studies or preventive activities. L3 o ers a
structured approach to develop and improve doctrines,
organisations, training, equipment, leadership, personnel
and facilities to achieve more e ective, e cient and
safe operations.
A lesson provides answers to questions such as: What
was the situation? What was the impact? What went well
in emergency management and is worthwhile to imple-
ment? But also: What went wrong, and which improve-
ments are needed? To this purpose, any user can create
new events and share their lessons with other emergen-
cy management communities in Europe.
Since lessons are of varying nature, a fi ltering mecha-
nism allows users to quickly fi nd relevant information
about an event that took place (e.g. a Trial in the DRIV-
ER+ project), about certain types of incidents (e.g.
forest fi res or bomb attacks), or about specifi c crisis
management functions (e.g. evacuation or situation as-
sessment).
The main functionalities of the L3 are (a) to add and edit
crisis events and associated lessons from these events,
and (b) to fi nd and consult specifi c events or lessons.
Because the aim of the L3 is to share lessons across
the CM community worldwide, the user interface is in
English, and lessons are expected to be in English too
(although this is not enforced).
Since lessons need a context, all lessons belong to an
event. Each event can contain one or more lessons, and
each lesson is linked to one or more crisis management
functions.
ABOUT
WHAT THIS TOOL IS FOR
TRIAL OWNER
EVALUATION COORDINATOR
COLLECTING AND SHARING LESSONS LEARNED
FROM CRISIS MANAGEMENT EVENTS
TOOL: LESSON LEARNT LIBRARY
L3
109
108
LINK
https://github.com/DRIVER-EU
To facilitate the execution of trials, the infrastructure
has the following functionalities and interfaces available
to the trial sta (i.e. trial owner, evaluation coordinator,
technical coordinator, observers and assisting techni-
cians) to prepare and execute the trial:
The technical infrastructure allows for connecting
solutions and legacy systems alike, such that they can
share messages with each other inside the common
information space (CIS). For instance, a drone can
provide imagery or the location of victims and share
them via the CIS with a common operational picture
application.
The technical infrastructure also allows to simulators
to be connected together, such that they can sim-
ulate an incident and feed the simulated incident to
the solutions and legacy systems. This is done by using
the common simulation space (CSS) and the CIS-CSS
gateways. For example, a flooding simulator can share
the simulated flooding in the CIS, so the trac sim-
ulator will not route trac in that area. Via the CIS-
CSS gateway, the simulated flood map is provided to
the common operational picture application, so they
will not dispatch ambulances to that area. The CIS and
CSS are both using the open source publish-subscribe
streaming platform, Apache
In the trial management tool (TMT), several sce-
narios can be created to assess specific aspects of
the trialled solutions. Scenarios consists of multiple
storylines and so-called injects, i.e. messages that
can either trigger an action in a simulator, a solution,
or in a role-player. During execution of the trial, the
trial sta uses the TMT to keep track on activation of
these storylines and injects.
In the observer support tool (OST), observer check-
lists and questionnaires can be created and used by
observers and participants during the execution of a
trial. Furthermore, the TMT can trigger new check-
lists and questionnaires. All answers are subsequently
shared with the after-action-review tool
The after-action-review tool (AAR) logs all checklists
and questionnaires as well as all messages flowing
though the CIS and CSS. This data is stored and made
available for evaluation.
The open source nature of the components and the
developer documentation provided with it, make it
easy for software developers to deploy these com-
ponents, connect solutions and simulators to the
infrastructure and create a fictive crisis scenario and
observation templates. For administrators, the infra-
structure also oers an admin tool to configure the
infrastructure, turn on security, and an extra set of
developer tools for the implementation and testing
of the trial specific set-up of the technical infrastruc-
ture.
On the following pages, these components are de-
scribed in more detail.
All components are available on https://github.com/
DRIVER-EU as open source software (MIT license), but
can also be obtained from the docker hub. This means the
components can be easily downloaded, installed, used and
adapted free of charge.
In a trial, one or more innovative solutions are used by the
participants and assessed in the context of a simulated
crisis. For a useful assessment, the test-bed oers several
tools for support and a common information space to
share messages between solutions, and with legacy sys-
tems. Additionally, multiple simulators can be connected
to create a realistic, yet fictive incident environment. A
high-level overview is provided in the figure below.
Besides using it for trials, the same technical infrastruc-
ture and tooling can also be used in day-to-day CM prac-
tice for training, exercises and assessments of personnel
and organisation in a realistic, yet fictitious controlled
context.
TESTBED TECHNICAL INFRASTRUCTURE
A PRACTITIONER’S OVERVIEW
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
111
110
LINK
https://github.com/DRIVER-EU/test-bed
sual user-interface to the trial sta . One major aspect of the developed CIS
concept is data protection and security, which is considered necessary in
order to create trust among the integrated organisations and their systems.
This will be achieved by a trusted registration process for all organisations
and an encapsulation of all messages exchanged via the CIS. The admin tool
and the security is explained in more detail in their own section.
Technical details
The CIS consists of multiple Ka a topics, enabling data communication
channels amongst the connected solutions and systems. Every data ex-
change type (and thus message type, for instance CAP or EDXL) should
have its dedicated Ka a topic, such that data exchange between solutions,
legacy systems and to/from simulators can be easily managed. Connecting
solutions and systems to the CIS is done by using one of the o ered adapt-
ers, which are available in the programming languages Java, C#, JavaScript/
TypeScript/Node.js, Python and as REST end-point. These adapters and the
technical tools to implement and test the trial-specifi c technical set-up are
explained in the section about Developer Extras.
The Common Information Space (CIS) is used to facil-
itate data exchange between solutions (i.e. software
tools) in a transparent and reliable way, in order to en-
hance the collaboration within and the e ectiveness of
crisis management while using these solutions. Currently
used IT systems (i.e. legacy systems also present in the
baseline) can also be connected to the CIS, such that
these can feed data into solutions (e.g. a fi rst dispatch
report) or vice versa, and such that they can be fed with
simulator input (e.g. simulated ambulance positions).
Connecting to the CIS is done by using current emer-
gency management data exchange standards, like Com-
mon Alerting Protocol (CAP) messages, or Emergency
Data Exchange Language (EDXL) messages. This facili-
tates exchange of understandable information between
di erent organizations, even if they use di erent data
formats (syntactical interoperability) and di erent lan-
guages and/or taxonomies (semantic interoperability).
Main benefi t is that the systems connected to the CIS
do not have to adapt to the data formats of other sys-
tems, yet can still exchange information with them. If a
solution or legacy system is not yet using such data ex-
change standards, their data inputs or outputs fi rst need
to be transformed into common standard formats.
To link up the solutions and legacy systems with simula-
tors, the CIS can be connected to the Common Simula-
tion Space (CSS) via so called CIS-CSS Gateways. Data
from the simulators is translated into data that can be
understood by the solutions connected to the CIS and
requests from the solutions can be relayed back to the
simulators. Because they translate specifi c message
types, there may be multiple gateways. These gateways
have to be developed trial specifi c, converting common
standard data formats used in the CIS to common sim-
ulation data formats used in the CSS. The CIS and CIS-
CSS Gateways do not need to have their own visual us-
er-interfaces, since they only convert messages. Please
nd more information on the simulators and how they
can feed the CIS in the detailed explanation of the CSS.
Confi guration of the CIS and monitoring of its function-
ing is done via the admin tool, which does provide a vi-
ABOUT
WHAT THIS TOOL IS FOR
TECHNICAL COORDINATOR
SOLUTION PROVIDERS
FACILITATE DATA EXCHANGE BETWEEN
SOLUTIONS AND TO EXCHANGE DATA
BETWEEN SOLUTIONS AND SIMULATORS
TOOL: COMMON INFORMATION SPACE
CIS
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
113
112
LINK
https://github.com/DRIVER-EU/test-bed
change the simulated world i.e. injects directly processed by simulators. For
example, to initiate the dike breach, let a container explode, or drive 10 am-
bulances to the incident scene, etc..
Simulators all have their own data model of how they represent the simulated
world. The CSS allows these simulators to agree on a communication form that
the simulators understand to create and maintain a jointly simulated world.
Next to the CSS, there also is the common information space (CIS), that is used
to connect all the solutions and legacy systems to each other. The CSS is not
connected directly to the CIS, but via CIS-CSS gateways. This ensures that the
two spaces of simulated truth inside the CSS and perceived/communicated
truth inside the CIS are kept separate, and allows the gateways to control which
information from the CSS fl ows to the CIS. For example, if you don’t have any
sensors or observers near the fl ood (as simulated in the CSS), the common op-
erational picture should not be able to see the fl ood map. Only after sending a
drone to inspect the area, this information can become available via the drone.
The drone itself, however, does receive an accurate picture of the fl ood in order
for it to compute and communicate the current fl ood map.
In this way, a shared perceived truth is o ered to the solutions, to be used in
further emergency management decision making. However, due to an incorrect
observation, miscommunication or a failing sensor/solution, the perceived truth
can be di erent from the simulated truth. Filters to create a di erent perceived
truth can be implemented in the CSS-CIS Gateways, restricting participants from
getting the correct information out of a simulator. So whereas trial/exercise sta
can see all information of in the simulators, participants may only be able to see
part of that information or may deliberately receive incorrect information.
Technical details
The CSS has the same technical set-up as the CIS (i.e. via one or more Ka a
topics), and simulators can be connected to it using the same adapters as avail-
able for connecting solutions and legacy systems to the CIS. Security can be
added to the CSS like it can be added to the CIS. The Admin tool is used to con-
gure the CSS and monitor it during trial run.
The trial participants and the solutions and legacy systems
connected to the common information space (CIS) typi-
cally require information from a fi ctitious crisis (e.g. num-
ber of resources present at a certain dispatch location, or
the detailed information of victims at the incident scene).
The sommon simulation space (CSS) is the component
within the test-bed technical infrastructure that pro-
vides a framework for simulators to jointly generate and
maintain a simulation world needed for the solutions (and
legacy systems) and the participants to get a su ciently
realistic impression of the fi ctitious crisis for them to
manage.
Dependent on the trial scenario, simulators are to be se-
lected, based on:
Whether solutions or legacy systems need data from
the simulated crisis, which they cannot get from other
solutions or legacy systems (e.g. solution fed with a sim-
ulated fl ood status).
Whether participants need extra information about the
simulated crisis (e.g. eye-level view of the crisis, simu-
lated by a virtual reality application or by staging this by
physical items on a live-exercise terrain).
Whether information in the scenario needs to be
pre-calculated / pre-simulated for realism (e.g. a realistic
wildfi re progression).
The common simulation space allows multiple simulators
to focus on their part of maintaining the current state of
the simulated world (i.e. the simulated truth of the inci-
dent and the world around it, for instance a fl ooding sim-
ulator keeping track of the progression of a fl ood through
a region and a resource simulator keeping track of the
positions of multiple ambulances). In order to communi-
cate state changes with other simulators inside the CSS,
self-created communication messages are allowed inside
this space. This is di erent from the messages being sent
over the CIS, because the CIS is more aligned with cur-
rent emergency management data exchange standards.
To direct the simulated world towards a desired sce-
nario relevant for the trial, the CSS is connected to the
trial management tool, which can send out messages to
ABOUT
WHAT THIS TOOL IS FOR
TRIAL OWNER
EVALUATION COORDINATOR
TECHNICAL COORDINATOR
SOLUTION PROVIDERS
FACILITATE DATA EXCHANGE BETWEEN
SIMULATORS AND TO FEED SOLUTIONS, THEREBY
CREATING A FICTIVE INCIDENT (CRISIS)
TOOL: COMMON SIMULATION SPACE
CSS AND SIMULATORS
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
115
114
LINK
https://github.com/DRIVER-EU/scenario-manager
Creating a scenario in the TMT can be compared by creating a new project.
However, instead of managing a project by creating subprojects, work pack-
ages and tasks, a trial scenario (=> project) consists of storylines (=> sub-
projects), acts (=> work packages) and injects (=> tasks, like a simple mes-
sage). And whereas in a project, you assign resources, in the TMT you assign
simulators, role players and observers (=> resources).
A scenario is created while preparing the trial and is executed during the tri-
al. And like a project manager, controlling the sequence of the tasks during
the lifetime of a project, the trial sta is also able to control the sequence
of inject/messages during the lifetime of a scenario. For example, a scenario
may specify that initially water levels rise, next a dyke breaks and a fl ooding
starts. In parallel, a tra c accident causes an ammonia cloud to threaten a
part of the city. Its output is a time sequence of messages, for example to
instruct a simulator to start a fl ooding, a role player to call 112 or an observer
to watch out for a particular use of a solution.In order to assess solutions during a trial, one or more
scenarios are created in the TMT by CM experts and trial
sta . Each scenario controls the simulation time (start,
stop, pause), and specifi es what is happening during the
trial, so the solutions can be properly evaluated, and the
trial objectives are met. In a scenario, multiple storylines
can be created, each containing one or more injects, i.e.
messages to simulators, solutions and role-players.
During the trial execution, those messages infl uence
the scenario. For example, the TMT can send a message
to a tra c simulator to create an incident at a certain
location, or it could send a common alerting protocol
message to a command & control application. Addi-
tionally, the TMT can send messages to role-players,
so they can make a call or play a non-participating
command centre. The trial sta can also send messages
earlier or later, or resend them, o ering a great level of
control over the trial.
IN A NUTSHELL
WHAT THIS STEP IS ABOUT
TRIAL OWNER
EVALUATION COORDINATOR
TECHNICAL COORDINATOR
A WEB APPLICATION TO CREATE ONE OR
MORE SCENARIO’S AND CONTROL IT DURING
EXECUTION
TOOL: TRIAL MANAGEMENT TOOL
TMT
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
117
116
LINK
https://github.com/DRIVER-EU/after-action-review
The AAR tool logs all messages exchanged between
the solutions, legacy systems and simulators connected
test-bed technical infrastructure and by components
within the infrastructure (e.g. observations inputted via
the observer support tool), with the purpose to enable
a later analysis of the data exchanged during the trial.
Apart from being used for a post-analysis, it is also used
during a trial execution to monitor the amount and kind
of data exchange, in order to check whether all data ex-
changes are correctly functioning, to check whether the
correct data is exchanged at the correct moment during
scenario execution and to check whether observations
are being stored.
The detailed logging of all formats, sources and desti-
nations, all marked with time-stamps, allows the tech-
nical sta to sort, fi lter and inspect the messages. The
output of the message logging can be viewed on a list,
on a timeline or as a sequence diagram. This enables
several options for a visual analysis about which com-
ponents have exchanged which data with each other.
ABOUT
WHAT THIS TOOL IS FOR
TRIAL OWNER
EVALUATION COORDINATOR
PRACTITIONER COORDINATOR
TECHNICAL COORDINATOR
COLLECT, STORE DATA LOGS AND
OBSERVATIONS AND MAKE THEM AVAILABLE
FOR EVALUATION
TOOL: AFTERACTION REVIEW TOOL
AAR
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
119
118
LINK
https://github.com/DRIVER-EU/ost
Execution phase:
Defi nition of the data collection Session during test-
ing, dry runs or the trial, by creating user accounts
and inviting the users.
Assignment of users to roles.
Supervision of the data collection process.
Changing the trial episode, manually or via the
trial-management tool.
Sending currently applicable observation templates
and messages to roles (i.e. users).
Showing how many answers to observation templates
are inputted by users and showing these answers.
Evaluation phase:
Exporting the answers inputted in observation
templates to CSV format.
Sharing these answers with the after-
action-review tool.
Reviewing these answers.
In order to confi gure the OST, the evaluation coordi-
nator (and colleagues) have to provide the following
inputs:
List of trial episodes.
List of roles in the trial which will be using the OST
(e.g. observer A, B, C and participant 1,2,3).
Set of observation templates (i.e. observer checklists
and participant questionnaires).
Information in which trial episode particular observa-
tion templates should be displayed.
Assignment of observation templates to roles.
User accounts (e.g. user John Doe = role observer A).
Short description of trial.
The observer support tool records all observations from
the observers digitally, so they can be analysed during
and after the trial. To collect feedback, the OST also
provides the ability for participants and trial sta to fi ll
in questionnaires, directly after (a part/episode of) the
trial is executed.
The OST consists of a web application for the observers
that is typically run from a tablet. The same application
can also be accessed in a browser on a desktop comput-
er, a laptop or a mobile device, for instance for partici-
pants to fi ll in the questionnaires and for the evaluation
coordinator to prepare the trial specifi c observation
templates (i.e. checklists) and questionnaires. Further-
more, a server is running to manage all checklists and
questionnaires and record all answers. This server is
connected to the trial-management-tool, such that the
correct checklists/questionnaires are available at the
applicable moments during execution of the trial. All
collected observation and questionnaire data is thereaf-
ter shared with the after-action-review tool, such that it
is centrally stored for evaluation.
The functionalities of the observer support tool within
each phase are:
Preparation phase:
Defi nition of trial episodes (i.e. parts of trial in which
di erent phenomena are expected).
Defi nition of roles in the trial (e.g. observer in room
A, participant type B).
Defi nition of the observation templates (i.e. check-
lists and questionnaires) which are composed of one
or more questions.
Assignment of observation templates
to roles and to trial stages.
ABOUT
WHAT THIS STEP IS ABOUT
TRIAL OWNER
EVALUATION COORDINATOR
PRACTITIONER COORDINATOR
TECHNICAL COORDINATOR
OBSERVERS AND PRACTITIONERS
SUPPORT A STRUCTURED COLLECTION OF
DATA DURING THE TRIAL/EXERCISE VIA
CHECKLISTS AND QUESTIONNAIRES FOR
OBSERVERS AND OTHER PARTICIPANTS
TOOL: OBSERVER SUPPORT TOOL
OST
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
121
120
LINK
https://github.com/DRIVER-EU/admin-tool
The Admin tool provides pre-defi ned confi guration defi ning a set of solutions, layers and gate-
ways that can be selected. It also o ers the possibility to enable/disable security for the testbed
so that only authorized solutions can connect.
The admin tool is necessary to con gure the Ka a layers
of the CIS and CSS and the CIS-CSS gateways and to
confi gure all adapters used by solutions, legacy system,
simulators, trial management tool, observer support
tool and after action review tool to connect to the CIS
or CSS. When performing tests and during execution of
a trial, the admin tool provides an interface to monitor
whether all components are well connected, to specify
the types of messages being used and to collect all er-
rors and warnings. When all lights are green in the admin
tool’s user-interface, all components are well connected.
Additionally, via the admin tool, you can secure the in-
frastructure, by creating certifi cates. These certifi cates
will assure that only the certifi ed solutions, systems, sim-
ulators and components can access only the for them
applicable Ka a layers within the CIS and CSS. Adding
of security certifi cates is especially important in case an
online technical infrastructure is used, for example when
assessing web-based solution, or when the IT-network
of the hosting platform is vulnerable to external parties
listening in to the trial.
ABOUT
WHAT THIS TOOL IS FOR
TRIAL OWNER
TECHNICAL COORDINATOR
SOLUTION PROVIDERS
CONFIGURE THE DATA EXCHANGE IN THE CIS
AND CSS, TO SET-UP SECURITY ON THESE AND
TO MONITOR TECHNICAL READINESS DURING
TRIAL EXECUTION
TOOL: ADMIN TOOL AND SECURITY
ADMIN TOOL AND SECURITY
STEP ZERO
PREPARATIONEXECUTIONEVALUATION
123
122
LINKS
https://github.com/DRIVER-EU/large-fi le-service
https://github.com/DRIVER-EU/test-bed-wms-service
https://github.com/DRIVER-EU/twitter-gateway
https://docker.com
The infrastructure can be further enriched using several data services,
such as the large fi le service for sharing large datasets between solutions,
a WMS service for converting GeoJSON map overlays to the more com-
mon WMS format, a Twitter-gateway to convert messages to tweets, or a
mail-gateway to convert messages to emails back-and-forth. A geofenc-
ing service is also available, that can trigger messages when a person or
simulated entity enters or leaves an area.
The test-bed technical infrastructure runs on the virtualisation platform
Docker, which allows an IT technician to simply select the infrastructure
components needed and quickly build one installer for the whole trial
specifi c infrastructure. Several complete examples can be found here, or,
alternatively, one can use the online composer. This infrastructure can
then be easily deployed at your own organisation or inside an online cloud
service (i.e. the whole infrastructure runs in the cloud and all connected
components link to it via internet).
For technicians involved in deploying the infrastructure
and confi guring it for a specifi c trial, the following extra
components and functionalities are available:
CIS and CSS adapters are available as open source
software in the programming languages Java, C#,
JavaScript/TypeScript/Node.js, Python and as REST
end-points. The enhance the regular Ka a connec-
tors with trial-specifi c functionality, such as heart-
beats, direct access to simulation time and message
encoding. With these easy to adjust and implement
adapters, software developers can quickly link up
solutions, legacy systems and simulators to the CIS or
CSS. These adapters come with standardized AVRO
schemes for data exchange, which means the data ex-
change does not have to be designed and developed
from scratch, but every trial can refer to what has
already been developed before and can build upon
this for its own use.
The replay service enables sending out a chronolog-
ical stack of messages (e.g. testing out a simulator
feeding a solution). In addition, the Ka a topics UI
is useful for inspecting the messages that were sent.
Recorded messages can be downloaded in this UI and
replayed.
ABOUT
WHAT THIS TOOL IS FOR
TECHNICAL COORDINATOR
SOLUTION PROVIDERS
SUPPORT TECHNICIANS IN IMPLEMENTING THE
TEST-BED TECHNICAL INFRASTRUCTURE AND
CONNECTING SOLUTIONS AND SIMULATORS
TOOL: EXTRA DEVELOPER TOOLS
MESSAGE INJECTOR, REPLAY, DATA SERVICES, DOCKER
125
124
SPACE FOR NOTES
127
126
SPACE FOR NOTES
129
128
SPACE FOR NOTES
131
130
This project has received funding from the European Union’s Seventh Framework Programme
for research, technological development and demonstration under grant agreement n°607798.
The information and views set out in this presentation are those of the author(s) and do not
necessarily reflect the ocial opinion of the European Union
WHO ARE WE? IMPRINT
The DRIVER+ consortium brings together dedicated
multi-national practitioners, relief agencies, policy
makers, technology suppliers and researchers. Alto-
gether, they represent 14 countries. Since DRIVER+
is following an inclusive approach, more EU Member
States and organisations will be invited to join and more
individuals will be invited to join the Community of
Practice in Crisis Management in the near future.
All TGM related material created by DRIVER+, and shared publicly, is made available under the following Creative
Commons license: Attribution-NonCommercial 4.0 International (CC BY-NC 4.0).
You are encouraged to share, copy and redistribute the material in any medium or format. You must give credit,
including a short citation (see below) and a link to the original content (if applicable). You must indicate if any
changes are made, and do so only in a reasonable manner. You may not suggest that we endorse your changes.
You may not use the material for commercial purposes without prior permission.
If you want to quote the Handbook, please use the following citation style:
Fonio, C., Widera, A. (Ed.) Trial Guidance Methodology Handbook. DRIVER+ (Driving Innovation in Crisis
Management for European Resilience), Brussels, 2020.
Layout:
DRIVER+ TGM design team, Rikka, LLC, GUCC grafik & film
Photographs/Graphics:
DRIVER+
Brussels, February 2020
driver-project.eu
WANT SOME MORE?
REACH US
DISCOVER MORE ABOUT THE TGM OR
EXPLOREC THE TGM TRAINING MODULE VIA
tgm.ercis.org
OR JUST CONTACT US
tgm@ercis.org
tgm.ercis.org
@driver_project Groups: Driver Project Driver Project
ResearchGate has not been able to resolve any citations for this publication.
ResearchGate has not been able to resolve any references for this publication.