KRDS BENEFITS FRAMEWORK, VALUE-CHAIN AND BENEFIT ANALYSIS TOOLS: UK DATA ARCHIVE CASE STUDY

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MATTHEW WOOLLARD………………………………….

DIRECTORECONOMIC AND SOCIAL DATA SERVICE & UK DATA ARCHIVEUNIVERSITY OF ESSEX………………………………….

JISC DIGITAL PRESERVATION BENEFITS TOOLS PROJECT WORKSHOP, LONDON, 12 JULY 2011

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UK DATA ARCHIVE……………………………………………………………….……………….……………………………………………………………………………………

UK DATA ARCHIVE MISSION STATEMENT

“to support high quality research, teaching and learning in the social sciences and

humanities, by acquiring, developing and managing data and related digital resources, and by promoting and disseminating these

resources as widely and effectively as possible.”

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UK DATA ARCHIVE……………………………………………………………….……………….……………………………………………………………………………………

WHAT ARE WE?

• An “umbrella” data service organization; • Provides infrastructure and shared data

services for:• Economic and Social Data Service• census.ac.uk (Portal and Registration

Service)• Secure Data Service• RELU-DSS

• In short: we provide access to social science data created by government and academics for use by government and academics

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UK DATA ARCHIVE……………………………………………………………….……………….……………………………………………………………………………………

BENEFITS FRAMEWORK

• Clarifies benefits of services and activities• Helps…

• Prioritise internal activities• Justify costs to stakeholders• Understanding of service impact

• Justifies activities to stakeholders• Demonstrates applicability of activities

internally and externally

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UK DATA ARCHIVE……………………………………………………………….……………….……………………………………………………………………………………

VALUE CHAIN & BENEFIT IMPACT ANALYSIS TOOL

• Shows • where there’s value added needed (internal)• where value is added (external)• who can benefit and when

• Provides “framework” for DP/service activities

• Use in prioritising planning activities to maximise benefit and impact

• It’s not simple! But, with practice … (and case studies)

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UK DATA ARCHIVE……………………………………………………………….……………….……………………………………………………………………………………

EXAMPLES OF GENERIC BENEFITS• Adding value over time• Assisting in provision of a skills

base• Avoiding costs incurred by data

being recreated• Demonstrating research data

integrity• Demonstrating value for money• Enhancing research tools• Helping data creators to fulfil grant

obligations• Improving scholarly communication• Increasing audience for data• Increasing research productivity• Increasing skills base of data users• Increasing visibility of data creator• Lower future archiving costs• Motivating new research• Motivating new research funding• Preventing data loss (no recreating)• Promoting data reuse• Promoting Knowledge Transfer to

other sectors• Promoting verification of research

findings

• Protecting data owner rights• Protecting returns on earlier

investments• Protecting survey respondents• Providing input for future

research• Providing input for research now• Providing opportunities for new

research • Reducing the cost of research• Reducing the cost of research

[free data]• Reducing the cost of research

[methodologies]• Re-purposing and re-use of data• Re-purposing data for new

audiences• Stimulating new networks

amongst data users• Stimulating new networks and

collaborations• Trusted repository infrastructure• Understanding impact• Widening data use participation

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UK DATA ARCHIVE……………………………………………………………….……………….……………………………………………………………………………………

INTERLUDE

• Note that generic benefits may have more than one organisational expression of benefit

• Note that each organisational expression of benefit may have more than one action

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UK DATA ARCHIVE……………………………………………………………….……………….……………………………………………………………………………………

IMPLEMENTATION TIPS

• Start with the Benefit Impact Worksheet and move on to the Value-Chain & BI Worksheet• easier to expand than reduce

• Use a customised spreadsheet to sort and configure

• Remember• quantitative impact of benefits must be measurable• qualitative impact of benefits can become case

studies [note these can be powerful, but should be used in collaboration with quantitative evidence].0

• impact weight is subjective• Use something like a Behaviour Driven

Development approach…

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UK DATA ARCHIVE……………………………………………………………….……………….……………………………………………………………………………………

COMPLETING THE TOOL

Given that [Generic Benefit] is a desirable benefit to our [Stakeholder(s)] the Archive can[Action]

to [Specific Benefit]

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UK DATA ARCHIVE……………………………………………………………….……………….……………………………………………………………………………………

COMPLETING THE TOOL

Given that demonstrating value for money is a desirable benefit to our funders the Archive canstrategically select data for long-term preservationto ensure that only data with probable long-term use is archived

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UK DATA ARCHIVE……………………………………………………………….……………….……………………………………………………………………………………

PART WAY THERE…

NOTE: THIS IS WORK IN PROGRESS AND IS FOR ILLUSTRATIVE PURPOSES ONLY

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UK DATA ARCHIVE……………………………………………………………….……………….……………………………………………………………………………………

CONCLUSION

• Early days• Early version of the benefits framework

• has provided evidence for the ESDS MTR. Did it influence outcomes?

• has influenced the ESRC’s call for the economic impact of research data infrastructure

• will influence UK Data Archive’s implementation of strategic plan

• will feed into revisions of Archive’s advice to researchers on research data management planning

• can be useful in informing impact of data services