WP36 Business cases: amending the DoW

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Start month End month WP leader
11 2630 UPAT (formerly LIBER)

Objectives

The objective of this WP is to devise a methodology for implementing the recommendations of the Blue Ribbon Task Force (BRTF) on economically-sustainable digital preservation (http://blueribbontaskforce.sdsc.edu/).

Economically-sustainable digital preservation requires: * Recognition of the benefits of digital preservation on the part of key decision-makers * Incentives for the decision-makers to act in the public interest * A process for selecting digital materials for long-term preservation * Mechanisms to secure an ongoing, efficient allocation of resources to digital preservation activities * Appropriate governance of digital preservation activities

Given that APARSEN is focused in DP challenges for the records of science; we will focus the issue of economic sustainability in the context of Research Libraries. As a valid representative of this ecosystem, we will use the LIBER community of research libraries in Europe. Our aim is to produce a “roadmap”, where we will produce a diagnosis of the current landscape (“preparedness”) and give to research libraries guidelines for managing research data in the long run and under sustainable conditions.

Based on a survey methodology, desk research and in depth interviews with experts and practitioners within organizations active in digital preservation, this roadmap will provide an efficient method for defining and reporting about interaction of Science Memory Institutions with other stakeholders- policy makers, funders, private industry, defined by the BRTF as key stakeholders.

Furthermore we will develop Exemplar Business cases for each of the Stakeholder Groups (national and international agencies funders and sponsors of data creation, organizations with a stake in long-term access), interested individuals which will make their case for them to be involved and to promote/support permanent access to Europe’s digital materials

WP36 will take under consideration WP32 (Cost/benefit data collection and modeling) specific needs for data feedback through the WP36 survey regarding Cost models used in various organizations.

The objectives of this Work Package are to devise a methodology for implementing the Recommendations of the Blue Ribbon Task Force on economically-sustainable digital preservation. The final Report of the Task Force is being launched in Washington DC on 1 April 2010 (see http://blueribbontaskforce.sdsc.edu/). Economically-sustainable digital preservation requires: * Recognition of the benefits of digital preservation on the part of key decision-makers * Incentives for the decision-makers to act in the public interest * A process for selecting digital materials for long-term preservation * Mechanisms to secure an ongoing, efficient allocation of resources to digital preservation activities * Appropriate governance of digital preservation activities

!UPatras will lead this workpackage. Using a survey methodology, UPatras will survey key stakeholders with an interest in digital preservation in LIBER institutions and in all countries across Europe. The objective is to: * Ascertain the readiness of European countries to undertake economically-sustainable digital preservation across Europe

The National and International agencies category of stakeholders identified by the Blue Ribbon report will also be contacted.

Description of work and role of partners

Task 3610 To identify the bodies and individuals to be contacted, using project connections across Europe, which fall into the 4 categories of stakeholders identified by the Blue Ribbon Report: national and international agencies; funders and sponsors of data creation; organisations with a stake in long-term access; interested individuals

Task 3620 To draw up a web-based Questionnaire on economically-sustainable digital preservation, which will be sent to all stakeholders identified in Task 3610

Task 3630 To collate the results of the survey from across Europe so as to develop scenarios for each of the 4 categories of stakeholders as to their ability to fund/promote/perform economically-sustainable digital preservation

Task 3640 To produce a high-level Report analysing the findings of the survey, and making recommendations to each of the stakeholder groups on what is needed for them to perform their role in ensuring permanent access to Europe’s digital materials

List of deliverables

  • D36.1 Business Preparedness Report (M18 M24)
  • D36.2 Exemplar Business cases for each of the Stakeholder Groups (M26 M30)

Description of deliverables

D36.1) Business Preparedness Report: Reveals the level of preparedness by country for permanent access to digital materials Shows which of the 4 stakeholder groups, at a national level, are ready for promoting/ supporting/ undertaking economically-sustainable digital preservation and where the gaps are Makes targeted recommendations to stakeholder communities at national level on how to improve their role in supporting/providing permanent access to digital resources [month 18 month 30]

D36.2) Exemplar Business cases for each of the Stakeholder Groups: • national and international agencies • funders and sponsors of data creation • organisations with a stake in long-term access • interested individuals which will make their case for them to be involved and to promote/support permanent access to Europe’s digital materials [month 26 month 26]

UPAT Proposal for Philips/IKI-RAS effort in WP36

WP36 leadership requires more time than initially estimated, especially after the withdrawal for PCL and Microsoft. Nevertheless regarding personnel costs, our proposal is to transfer a small amount of 750 € to UPAT personnel costs budget, thus changing the total effort of UPAT for Wp36 to 3,5 P/Ms.

Furthermore as WP36 work progresses it seems that there is a significant need for our "presence"/participation in a number of external and internal events in order to present the results on Business Cases. A demand far beyond our initial estimations in terms of travelling budget. This along with the higher travel costs for us due to geographical position (as well as to crisis...) has a result that our travel budget is not enough even to attend the minimum number of internal meetings for the next 2 years (A typical 2-3 days trip in Europe costs us 800-1000 €!). So, our proposal is to use an amount of 4.000 € from the «free» Philips/IKI-RAS budget in order to increase UPAT travel budget.

WP36 Future planning

  • Implementation of In depth interviews for exemplar business cases – M26
  • Production of D36.2 Exemplar Business cases for each of the Stakeholder Groups - M30
  • Integration with the results from the rest of Sustainability WPs (WP21, WP23, WP32, WP34) – M30


Further revisions in response to feedback from Project Officer 12th/14th December

Here it is the full text of the new WP36 DoW taking into account PO comments

*********************************************

Objectives

The objective of this WP is to devise a methodology for implementing the recommendations of the Blue Ribbon Task Force (BRTF) on economically-sustainable digital preservation http://blueribbontaskforce.sdsc.edu

Economically-sustainable digital preservation requires:

  • Recognition of the benefits of digital preservation on the part of key decision-makers
  • Incentives for the decision-makers to act in the public interest
  • A process for selecting digital materials for long-term preservation
  • Mechanisms to secure an ongoing, efficient allocation of resources to digital preservation activities
  • Appropriate governance of digital preservation activities

Given that APARSEN is focused in DP challenges for the records of science; we will focus the issue of economic sustainability in the context of Research Libraries. As a valid representative of this ecosystem, we will use the LIBER community of research libraries in Europe. Our aim is to produce where we will produce a diagnosis of the preservation of digital records of science current landscape (“preparedness”) in memory institutions, as well as a “roadmap”, a to provide recommendations to research libraries for managing research data in the long run and under sustainable conditions. Furthermore we will develop Exemplar Business cases for each of the Stakeholder Groups (national and international agencies funders and sponsors of data creation, organizations with a stake in long-term access), interested individuals which will make their case for them to be involved and to promote/support permanent access to Europe’s records of science.

Based on a survey methodology, desk research and in depth interviews with experts and practitioners within organizations active in digital preservation, this roadmap and use cases (success and failure stories) will provide an efficient method for defining and reporting about interaction of Science Memory Institutions with other stakeholders- policy makers, funders, private industry, defined by the BRTF as key stakeholders.

Within the framework of WP36 survey exercise we will take under consideration WP32 (Cost/benefit data collection and modeling) specific needs for data including in the questionnaire relevant questions about Cost models used in various organizations. The feedback from these questions will be used for both WPs objectives.

Description of work and role of partners

*Task 3610 To identify the bodies and individuals to be contacted, using project connections across Europe, which fall into the 4 categories of stakeholders identified by the Blue Ribbon Report: national and international agencies; funders and sponsors of data creation; organisations with a stake in long-term access; interested individuals To design and adopt a detailed methodology and tools for the implementation of WP task and deliverables. Given that our research will focus on LIBER community we will develop a detailed communication plan and furthermore we will make a list of potential cases of organizations around Europe with successful digital preservation activities in order to proceed with the development of exemplar business cases.

*Task 3620 To draw up a web-based Questionnaire on economically-sustainable digital preservation, which will be sent to LIBER community

*Task 3630 To collate the results of the survey in order to analyse the level of preparedness for permanent access to the records of science across Europe and gaps between users or stakeholder needs and governance and financial issues as enabling factors amd makes targeted recommendations (roadmapping) to the research libraries community on how to improve their role in supporting/providing permanent access

*Task 3640 To provide a collection of successful cases of implementation of preservation business models and a qualitative analyses and best practices based on these cases

List of deliverables

  • D36.1 Business Preparedness Report (M24)
  • D36.2 Exemplar Business cases (M30)

Description of deliverables

D36.1) Business Preparedness Report: Depicts the level of preparedness of institutions located across Europe, charged with the mission of securing the permanent access to digital materials, especially the records of scientific activities.

D36.2) Exemplar Business case: Provides

  • a collection of successful cases of implementation of preservation business models
  • a qualitative analyses and best practices based on the collected business cases
  • supporting qualitative information and analysis of successful cases to be integrated with quantitative findings of D36.1; in order to have real initiatives that support the analyses Library preparedness for permanent access to digital materials in EU, and provide the recommendations for implementing the BRTF.
  • Shows how Libraries organisations, national level, are ready for promoting/supporting/ undertaking economically-sustainable digital preservation and where the gaps are.
  • Makes targeted recommendations (roadmapping) to stakeholder communities at national level (here we shall devise a segmentation and clustering according to the typology and degree of preparation) on how to improve their role in supporting/providing permanent access to digital resources.

-- SimonLambert - 2012-10-17

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Topic revision: r7 - 2012-12-20 - PanosGeorgiou
 
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