Deliverable 5.1 provides a common baseline for the data collection of the SIMRA case studies with the aim of reducing biases in data collection, improve the quality of outcomes and limit the emergence of unforeseen risks. The data collection protocol consists of three main sections: (i) a general overview and guidance common to all the Case Studies; (ii) a Case Study specific section, including the Pioneer and Regular Case Studies; and (iii) Appendixes that support the operationalisation of the data collection. The general overview (Section 3) explains the purpose of protocols, the general procedures for use in data collection in SIMRA Case Studies, and the processes for obtaining ethical clearance. It explains in detail the SIMRA methodology, the involvement of stakeholders and participants, and the related dissemination tasks. It also introduces the data reporting required to build the database for the posterior analysis. The section on Case Study protocols (Section 4) sets out the timetable, methodological approach and feedback for the Pioneer Case Studies and the Regular Case Studies. The Social Innovation (conceptual variables, map and history) is introduced for each Case Study, which constitutes the first step for the individual Case Study protocols. The last section (Appendixes) provides a glossary of the terminology used, the ethical clearance templates, and a checklist for the fieldwork activities. Deliverable D5.1 is complemented by Report 5.1 on the compilation of set of tools for data collection for SIMRA Pioneer and Regular Case Studies (Secco et al., 2018), and Report 5.2 on the compilation of Case Study background information and individual protocols (Górriz-Mifsud et al., 2018b).
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