mw4 projects
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How to write research projects
Emanuele [email protected]
http://retis.sssup.it/~giorgio/h2d.html
Why should you care writing projects?
new researchi
There are 3 main reasons for writing research projects:
Improve thesociety
2
i
research
moneypeople
equipment
travels
consumables
Other reasons
Evaluation of research include several parameters:
number & quality of publications;
number of citations ( h index);
number of projects;
number of industrial contracts;
amount of money brought to the university.
Making industrial contacts that can be useful for
additional research collaborations;
finding a job for yourself and other colleagues.
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Before writing a project
Identify an objective.
Identify an appropriate call for proposals.
Carefully read the call looking for topics.
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Adapt your objectives with the objectives of the call.
Find research partners having the required expertise.
Find industrial partners that can provide a case studyand exploit the results.
Structure of a project
IdeaIdea
ConsortiumConsortium
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ImplementationImplementation
ImpactImpact
BudgetBudget
The idea
Which is the key idea of the project? How we can synthesize the idea in few sentences?
Which is the context of the project idea? Summarize the idea in the Vision
The idea of the project is not enough, we need to transform
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Objectives the achievement of the project in terms of
research and technology Measures of the Objectives how the above achievements can
be measured Key element
Objectives should be ambitious but realistic Better less objectives than many unconnected
Summarize your idea with a diagram
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FP7 EUCLIPSE ProjectEuropean Union Cloud Intercomparison, Process Study & Evaluation Project
7http://www.euclipse.eu/projectinfo.html
Example Project CLOUDY
We start defining a title and acronym for the didactic project
Software Methodologies for Embedded
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Ideas in CLOUDY
Vision In a world of strong interconnection make simpler for
embedded device to get resources for computing like storage, computer vision, speech recognition
Objectives
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Objective 2 Software Framework for Interoperability Objective 4 Provide a tool chain for integrating the services
Objective 5 Test bed on Portable Computer Vision Objective 6 Test bed for Robotics
Not all the objectives are foundational, some are practical results
Consortium
Which are the competences needed for reaching the objectives? Typically a mixture of
Basic Research Technology Development Companies for Exploitation
The Team is a ke element for the feasibilit of the ro ect and its
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excellence a premise for obtaining new results
Properties of a good consortium Excellence in each specific domain Complementarity of competencies Partner selected because it provides a specific enabling technology for
the task (e.g. technology or methodology) Which is the coverage of required competencies across the
consortium?
Project Design Workflow
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VisionVision ObjectivesObjectives CompetencesCompetences ConsortiumConsortium
Refinement of plan
Consortium in CLOUDY
What we need for this Project? We need experts from different domains
Embedded Systems Networked Systems
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o o cs Cloud Management
Which kind of companies do we need for the project? Small Companies vs Large Companies
Who is going to implement what? Which technology is each partner providing?
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FP7 Robohow Approach
Robohow is a FP7 ICT Project for making robot learn
recipes from the Web and execute them
13http://robohow.eu
FP7 Robohow Consortium
Consortium is made of 9 partners 8 Universities in 7 States 1 Company
Coordinator does key research in Cognitive Robotics One artners rovides Architecture and Evaluation
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Another looks at Learning from Human being its field
of expertise Two partners provide Visual Perception The industrial partners will look at the application of
the results on a new robotic platform That platform is not the one of the evaluation
State of the Art
State of the Art is more important than for writing a paper
State of the Art for a project focuses to most recent findings and at larger scale than a paper
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project can cover?
What makes part of State of the Art? Publications Other Projects in the domain (EU and non EU)
And possible synergies Consortium Experience
State of the Art of Consortium
The experience of the Consortium, or the Principal Investigator, is part of the State of the Art
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show to the the Reviewers
1. The understanding of the challenges2. Feasibility of tackling a new problem
Beyond State of the Art
A key point of the project proposal is to highlight how it goes beyond the State of the Art
This the reason why the project should be funded!
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In some calls not just an improvement but a breakthrough is required Be careful anyway on your statement because they
should be measurable We have to see clearly identify how to measure
these advancements
Preliminary Data
In some grants like Medical ones you are requested to provide a Preliminary Data section
This is a critical analysis of information available in the Consortium that is a fundamental basis for the research proposed in the project
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some of the challenges and know how to face new problems
It is also used as a way for the reviewer to understand the capacity of the principal investigator of understanding methods and technologies
Unpublished data can be used for supporting the key idea
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Methodology and Workplan
Provided ideas and objectives, how the work is organized along the duration of the project? How the different action lines of the project interact
each other toward the common goals? Example of phases
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1. Data acquisition2. Prototype3. Testing4. Evaluation
Phases depends on the type of research: Multiple prototypes Parallel activities
VCycle
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Example of Workplan from FP7 EU SAPHARI
FP7 SAPHARI on Safety in Robotics
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The strategy of SAPHARI is to address safe physical human robot interactionfollowing both a bottom-up and a top-down approach.
http://www.saphari.eu/
CLOUDY Methodology
The proposed methodology is use case driven1. Select the use cases2. Find common elements across use cases3. Ada t the ro osed eneral methodolo to use
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cases4. Create the infrastructure5. Test the use cases
Which are the limitations of this approach for technology driven projects?
Work packages and Tasks
Projects are typically organized in Work Packages A work package in Project Management is a
group of related tasks that are defined at the same level within a work breakdown structure
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Each Work package should have Description of activities in brief Subset of the Project Objectives Timing as Start/End and Effort
How work packages are connected?
Task
Task as a piece of contiguous work that is delimited in time and amount of effort
Typically tasks are short lived and terminated
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Tasks have dependencies In some notations Tasks are macro tasks inside
Work packages and the last for longer periods of time
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FP7 Robohow Work packages
Each Work package is associated to one or more objectivesWP1 RepresentationWP2 Observation of Human DemonstrationWP3 Constraint and O timization based Control
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WP4 Perception for Robot Action and ManipulationWP5 Learning from Interaction with HumanWP6 Plan based ControlWP7 System Integration and BenchmarkingWP8 Dissemination and OutreachWP9 Project Coordination and Management
Example of Workplan from FP7 EU ACTIVE
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FP7 EU Active Constraints Technologies for Ill-defined o r Volatile Environments
http://www.active-fp7.eu/
FP7 Adiamantium Relationships
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Work packages in CLOUDY
Examples of Work packages WP1 Design and Models WP2 Resource Abstraction and Management WP3 OS support for cloud resources
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WP4 Tool chain development WP5 Use cases
Can you identify objectives of each work packages?Which other Work package organizations are possible?
Progress Measurements
Why? To motivate the team
To get access to the next year of funding To ease takin decisions in the next hases of research
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How we can measure the progress of our projectand achievement of the objectives?
Two concepts are typical: Deliverable
Milestone
Progress Measurements (cont)
More specifically for technological projects:1. Specification of software or hardware2. Definition of Metrics
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3. New functionalities for systems4. Benchmarking of developed systems5. Results of Evaluations
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Deliverables
Deliverable is a concrete result of the project that is made
accessible to
the
reviewers
of
the
project
or
the
the
broader public
Different forms of Deliverables: Report best if containing published papers
But publishing timing doesnt fit well with project timing
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Open Source code or Datasets
Best practice is to provide a Deliverable every time a Task ends Align timing of Task ends if possible
Key deliverables in technology projects are1. Specifications2. Prototypes of result3. Reports on Evaluations
FP7 Adamantium Deliverables
Examples of deliverables: Design and Development of the MCMS Action Engine Module (P)
Definition and specifications of IPTV and VoIP Services (R)
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Development of the MCMS monitoring and adaptation modules (P)
Voice and Video Quality Perceptual Models (R) Real Time Dynamic content adaptation mechanisms
(P) Trials and evaluation(R) Final report (R)
CLOUDY Deliverables
Domain specific Requirements (R) Application Structure (R) Resource Classification (R) Analysis of application performance Service adaptation Optimal resource allocation Reservation under Linux P
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Monitoring and Supervisor Linux Deployment on Platforms Device Support Programming customization Runtime Support Global Performance Analysis Application Tuning (P) Driving simulator (P) Virtual environments (P) Project Website (O)
Mixture of Reports (R) andPrototypes (P)
Milestones
A Milestone is a key moment of the project in which a measurable and fundamental result is obtained
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point for taking decisions about the progress Control points where decisions are needed with
regard to the next stage of the project
Multiple Tasks converge to a single Milestones
FP7 EUCLIPSE Milestones
Example of Milestones (over 48 months): Completion of COSP and MODIS software and
CALIPSOPARASOL observational products (M3)
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hypotheses relating to cloud climate feedbacks (M30)
Metrics for clouds, precipitation and radiation developed and applied to ESMs and NWP (M36)
CLOUDY Milestones
Example of Milestones for CLOUDY: Specification Design (M6) Performance Analysis and Tools (M12)
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Tool chain (M24) Use Case Results (M36)
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Deliverables and Milestones
Deliverable Features: Title
WP and Tasks contributing Leading Partner Month of Delivery
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a ure: ro o, epor , er Publicity: Public, EU, Private
Milestones Features: Title WP and Tasks contributing Month of Delivery Means of Verification Decision to be taken
Time organization
How we can organize the project along the time? This is one of the major challenges and it is
connected to a ood understandin of the
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effort and resources available, but also on the dependencies across the different units of the research project
The organization is connected to the general project of Project Planning
Time organization (cont)
We take the Task organization discussed above and identify the dependencies between these tasks
Then we associate a time execution range to every task Optimal, Normal, Pessimistic timings, in Months
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s s e ec ve y a grap n w c eac no e as s associated to these timings
The Critical Path Method provides a way to compute the scheduling of the project by computing the activities that are critical
A critical activity is one that if delayed it can make the whole task longer
Time organization Diagrams
We employ Activityon Node for presenting the graph
This is alternative to the Activityon Edge that
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Review Technique)
GANTT Chart GANNT chart are a special type of bar chart that allows to plan,
analyze and present the structure of e project organized in tasks Introduced by H.L. GANTT in 1919 Organizing for Work book
The X axis corresponds to time, expressed by real dates, or, during planning, by Months
The Y axis corresponds to the hierarchical structure of the project made of WPs and Task
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1. Slots of execution of each Task2. Connections as dependencies between Tasks3. Milestones as verification points
GANTT Chart Style
Many styles of GANTT are possible also highlighting progress
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Gantto(Cloud Based)
GanttProject (Open Source)
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GANTT Example Mentor GANTT Example TIPPS Project
http://www.tipss-fp7.eu/?p=about&m=work
GANTT Example Adamantium Project
http://www.ict-adamantium.eu/methodology.html
GANTT Example EUCLIPSE Project
Risk Analysis A research project of
some interest has several risks associated to its execution
Many types of risks: Scientific Risks due
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to the nature of the investigation
Technological Risks due to unknown uncertainty in the technology
Risks connected to the management of the collaboration (partner leaving)
Risk Analysis
The research plan should be aware of the risks that could be present and prepare a contingency plan to face them
What happens if a key experiment fail in deliverin results?
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E.g. in the case of human experimentation?
A contingency plan is typically a comparison between1. Specific risk in a given WP2. Acton to prevent the risk, or action in case the risk
becomes true
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Impact
A critical
evaluation
point
of
Research
Project
is
the
Impact Impact is many things and is as challenging as the scientific
objective Which types of Impact?
Scientific Impact
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How the project results could potentially change the scientific field. This means also how much interesting are the proposed results
Society Impact How the results are capable of impacting society in the short term, or
eventually in the long term. Is there any direct connection with industry or technology?
Impact can be connected to the expected impact proposed by the calls or by the proposed lines of impact of the funding scheme E.g. the EU Digital Agenda
Exploitation and Dissemination
These two
aspects
are
part
of
the
Impact
and
important
for
large
scale projects
Exploitation is the possibility of transforming directly the research results into products Which is the patent policy on the results? Which is the connection with companies in the project? Is there any
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sp n o p an or poss ty o commerc a zat on Dissemination corresponds to the set of actions to making the
research results publicly available Classically through Conferences and Journals Also through fairs or other channels and media as social networks Is there any dissemination policy through Open Sourcing? Workshops and Summer Schools Websites (mandatory)
Management
Management in Research Project describes the decision structure and the procedures prepared for dealing with the collaboration
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Specifically critical for collaborative EU project How research is monitored during the time? Who takes the decisions? How assessment is performed internally? Get help from your Administrative group
Management (example)
Example from FP7 PREDATOR (5 Uni, 3 Biz) Embedded Systems domain
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The Budget
Every call has its own peculiarities for the definition of the budget Few concepts detailed here
For the rest get help of the Administrative staff Most projects are based con cofinancing
E.g. 60% financed by Europe The rest rovided b the Institution throu h staff
Terms of the Budget Personnel Equipment Travels Consumables
The key point is a good estimate of the effort as the number of people and their participation across the work packages Mapping between Person Months (effort) of each WP to the number
of people to the cost of people by type (PostDoc,PhD,)
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Project Evaluation
Criteria depends on the call but anyway a reasonably priority for fundamental research projects
1. Novelty is the starting point of the evaluation
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. Is the project realistic? Have the risks been covered?
3. Impact of the projects results Depending also on the consortium
4. (Industrial) Exploitation of results
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Nice but
A grant application is not science; it is the marketing of science.
J.L. Ferrara and A.H. Schmaier
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The Abstract
A key
point
of
the
proposal
is
the
Abstract
that
introduces
the research grant, as much as it introduces a paper
The function of the abstract is to describe succinctly every major aspect of the proposed project.
In synthesis:
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ac groun Problem Objective Strategy Significance
Not the same abstract for different purpose: Technical vsLay Abstracts
Robohow AbstractEnabling robots to competently perform everyday manipulation activities such as household chores exceeds, in terms of task, activity, behaviour and context complexity, anything that we have so far investigated in motion planning, cognitive robotics, autonomous robot control and artificial intelligence at large. For achieving robust, adaptive, effective and natural performance of everyday manipulation tasks, it is not feasible to expect that programmers can equip the robots with plan libraries that cover such open ended task spectrum competently. RoboHow.Cog targets at enabling autonomous robots to perform expanding sets of human scale everyday manipulation tasks both in human working and living environments. To this end RoboHow.Co will investi ate a knowled e enabled and
B
P
O
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. , . plan based approach to robot programming and control where knowledge for accomplishing everyday manipulation tasks is semi automatically acquired from instructions in the World Wide Web, from human instruction and demonstration (videos), and from haptic demonstration. The knowledge enabled control will be made possible through extensions of constraint and optimization based movement specification and execution methods that allow for the force adaptive control of movements to achieve the desired effects and avoid the unwanted ones. In addition, novel perception mechanisms satisfying the knowledge preconditions of plans and monitoring the effects of actions will make the RoboHow.Cog approach feasible.The software components that will come out of RoboHow.Cog will be integrated into complete generic robot control systems such as ROS, and, in particular, into Aldebaran's humanoid platform Romeo. RoboHow.Cog will strive to make the code of many of its components and even of large parts of the Milestone demonstrations publicly available under free/open source software licenses.
St
Si
Elements of a project
parts description
Title Title of the project
Acronym Short name of the project
Objectives Final goal to be reached
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Consortium Partners and their roles
Approach Methodology and tools to be used
State of the art Existing related work and similar projects
Novel contributions How the project advances the state of the art
References List of papers cited in the state of the art
Risk analysis Difficulties and possible backup actions
Elements of a project
parts description
Structure Set of work packages and tasks
Timing Start dates and durations of each task
Dependencies Precedence graph of the tasks
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Milestones Points in time to deliver intermediate results
Deliverables Technical reports, prototypes produced as output
Effort Person months required for each work package
Money Amount of money required
Exploitation & dissemination How to use and teach the results
Management How to coordinate the project
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Types of Projects
Several types of funding are possible with different scales of project complexity Local project (Foundations, Regionals)
National projects (FIRB, PRIN, MoH) European projects
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FIRB Futuro in Ricerca
FIRB FONDO INCENTIVO PER LA RICERCA DI BASE After the PhD projects, at least 2 years after the PhD Small Consortia of 12 units Two phase evaluation
Preselection on key idea and proposer Full Proposal on Impact, Background and Team
Examples of FIRB@SSSA: MYHAND: Myoelectric Hand prosthesis with Afferent
Non invasive feedback Delivery Coherent Optical Networks for Terabit Channels
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PRIN
PRIN Programma di Ricerca di interesse Nazionale Project for professors and researchers Large projects and consortia Two phase selection
Full proposal
Examples of PRIN@SSSA Le proprieta' distributive e le determinanti economiche
della dinamica di crescita di imprese e paesi OPENHAND: Piattaforma aperta di neuro protesi di mano
per sperimentazioni cliniche
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European Projects
Different sizes and objectives The EU Research framework is organized in
Framework Programmes. The current one is FP7 2007 2013
The next one is called Horizon 2020 and it
should start from beginning of 2014 The presented material is about FP7 because
Horizon 2020 is still in preparation
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FP7 Components
FP7 Research is organized in 5 branches Cooperation : joint research initiatives Ideas : personal projects Peo le : mobilit Capacities : infrastructure
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FP7 Numbers
Funded projects (so far): Total: 20164 FP7People: 8627 FP7IDEASERC: 3446 FP7ICT: 1882
Coordinated by Italy: 1571 FP7 Call 10 in ICT: 110M FP7 Budget: 50B on 7 years
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FP7 Ideas
The key funding scheme is the one of ERC supporting
Two levels ERC Starting (much like Italian FIRB) ERC Advanced (for professors)
Example of Italian ERCs (77 listed) NEUROINT How the brain codes the past to
predict the future
See also ERC Starting experience by an Italian http://strega.unile.it/buffa.pdf
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FP7 Ideas
ERC Budget in M
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FP7 People
Marie Curie Actions provided support for people traveling around different research institutions
Each application is anyway a Research Project focused on the single researcher
Different levels of participation Initial Training Lifelong Training Industry academia International dimension
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FP7 Cooperation
Cooperation was a way to organize researchcollaboration between different entities.
Specifically in ICT the following Funding Schemeswere available:
Collaborative Projects (CP) n egra e ro ec Focused projects (STREP)
Networks of Excellence (NoE) Coordination and support actions (CSA) Coordination or Networking Actions (CA)
Support Actions (e.g. euRobotics)
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FP7 Collaborative Projects
Research aiming at developing new knowledge, new technology, products, demonstration activities or common resources for research
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FP7 Integrated Projects
Activities research and technology development activities demonstration activities technology transfer or take up activities training activities dissemination activities consortium management activities other activities
Multiple research lines with strong connection with industry
Examples of Integrated Projects RoboHow SAPHARI (e.g. 8.3M funding, 972 PM in 4 years, 11 partners)
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FP7 Focused Projects (STREP)
Targetting a specific objective in a clearly defined project approach
Two key activities Research and Technological Development Demonstration Activity
Smaller in size and scope, less needed participationof industry
Examples of STREP RoboSkin PREDATOR (3M on 8 partners)
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FP7 Support Action
Supporting Activities across Research Conferences, seminars, working groups and expert
groups Studies, analysis Fact findings and monitoring Preparatory technical work, including feasibility
studies Development of research or innovation strategies High level scientific awards and competitions; Operational support, data access and dissemination,
information and communication activities
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FP7 Future Emerging Technology
Special type of EU Research Project of ICT with high risk high gain
Objectives are higher in terms of progress The risk is not in the capacity of performing
the research but in the results. E.g.: Physics related limitations previously unknown Human related measurements
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FP7 Future Emerging Technology
Example of topics and challenges
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Toward Horizon 2020
Three priorities Excellent science Industrial leadership Societal challenges
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Alternative paths to components & systems Future Internet Robotics and smart Spaces Next Generation Computing Content Technologies and Information Management
Simplified rules and lessons learned from FP7
oo uc or our ro ec s
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