JISC WORK PACKAGE: (Project Plan Appendix B, Version 2 )

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Date: 22/10/2008 JISC WORK PACKAGE: (Project Plan Appendix B, Version 2 ) WORKPACKAGES Month 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 1: Project Management 2: Institutional Repository Development 3: Technology 4: Outreach and Dissemination Project : 1 March 2007 Project : 31 March 2009 Duration: 25 months Page 1 of 7 Document title: JISC Work Package Last upd: April 2007

WORKPACKAGE 1: Project Management Objective: to ensure efficient and timely delivery of project outcomes. 01/03/07 31/03/2009 1. Project planning and leadership Produce Project plan; make adjustments to plan as needed; monitor progress and responsibilities. Signed Consortium Agreement. 2. Facilitate collaboration and communication among partners Page 2 of 7 Last upd: April 2007 Project meetings scheduled; collaboration software set up; ensure engagement of all partners; assist project planning at partner sites as needed. 3. Contact and reporting with JISC 6-monthly progress reports and final report; liaison with programme manager and other project managers; attendance at programme meetings; participate in online discussion. 4. Financial administration Maintain budget; administer and monitor flow of funds to partners; ensure efficient and timely expenditure of funds. 5. Liaison between consultant and partners Develop consultant activity (e.g. TRAC or DRAMBORA self-audits); monitor progress; arrange and facilitate Kick-off meetings at each Project Manager, RR (Edinburgh); Project Directors, PB, MB (Edinburgh, Southampton) RR (Edin) RR (Edin) RR & IE (Edin) RR (Edin); AG (Digital Lifecycle

meetings. 6. Establish and maintain project page, website EDINA project page with key information; project-wide website with current awareness information about data and institutional repositories 7. Ensure professional development opportunities for project staff Data librarians to learn about repositories; repository managers to learn about data; technical staff to undertake training as needed 8. Oversee internal and external evaluation Arrange for both formative and summative evaluation covering both progress made at each institution, and the impact of the project as a whole on the broader community. Commission an external evaluator familiar with UKHE, research data, and the JISC IE. site (April 2007) Consulting) RR, SM, JC (Edin); all RR (Edin); AG (DLC); all RR (Edin); external evaluator WORKPACKAGE 2: Institutional Repository Development 01/05/07 31/03/2009 Objective: to use a range of open source software repository solutions Eprints, DSpace, Fedora to provide exemplars and add-on tools for managing datasets as institutional repository items. Develop each partner s IR to accept deposit of datasets; inform each other about best practices. 9. State of the Art Review to inform our set-up activities Page 3 of 7 Last upd: April 2007 State of the Art Review publicly HG (Southampton); all

10. Data Audit (using surveys, interviews and Data Audit Tool from DCC) Page 4 of 7 Last upd: April 2007 released Lessons learned reports; recommendations for central services and audited departments; targets identified for advocacy for data sharing User scenarios, etc. on project website 11. Prepare user scenarios? list of benefits; legal briefing; practice on friendly researchers 12. Local advocacy & finding early adopters; Newsletter articles, powerpoints, etc. publicity 13. Define scope & policies (e.g. file formats, Policy documents on IR websites metadata, preservation) 14. Develop depositor agreement (copyright Depositor agreement integrated into IR etc.) deposit interface 15. Write/compile guidance for depositors; e.g. Policy documents and guidance for data management guidelines; data sharing depositors on IR websites policies from research councils; creating anonymised public use files 16. Spec new jobs & hire staff New staff in place 17. Implement EPrints, DSpace, and Fedora Repository system in place for systems (data IRs) at each of the sites (either development. Usability testing of new or existing repositories). repositories. 18. Customise IRs for ingest interface for Includes determining mandatory fields datasets 19. Customise IRs for metadata for datasets Includes exploration of simple DC & qualified DC 20. Customise IRs for preservation of datasets Use of Pronom DROID tool or other file format registry & checksums for data validation. 21. Customise IRs for OAI compliance of datasets IR s data contents are harvested by major repository search engines Register IR in OpenDoar

22. Work with project consultant to measure progress towards trusted data repository Each institution will use RLG TRAC or Drambora methodology to identify priorities for preservation planning?? AG; WORKPACKAGE 3: Technology 01/05/2007 31/03/2009 Objective: Build capacity of institutional repositories to respond to the unique requirements of research datasets as a new document type. 23. Customisation to link to publications in IR Any new code will be made available to LSE; Edinburgh OSS communities 24. Develop a Fedora data model DDI and (?) other XML schemas (?) Oxford 25. Explore interoperability with the UKDA Goal is to allow access to datasets DISC-UK derived from UKDA datasets through seamless access interface to UKDA registration. Need to negotiate with UKDA. 26. Exemplars for Web 2.0 data sites (e.g. swivel.com, many eyes), mash-ups (e.g. user s own data with google maps) and custom-built websites (e.g. using SVG for choropleth maps) Depends on early adopters and their needs. RR & SM (Edin) 27. Technology Watch: e-research & Repositories Page 5 of 7 Last upd: April 2007 Bookmarks on DataShare bluedot site; other written outputs; possible tasks for technology implementation 28. Technology Watch: Web 2.0 & Repositories Bookmarks on DataShare bluedot site; other written outputs; possible tasks for technology implementation 29. Technology Watch: Preservation & Repositories Bookmarks on DataShare bluedot site; other written outputs; possible tasks for technology implementation LM (LSE) SM (Edin) RR (Edin)

WORKPACKAGE 4: Outreach and Dissemination Objective: to produce and disseminate findings to inform library and repository managers about the organisational and technical issues associated with the deposit of research data. 01/05/2007 31/03/2009 30. Develop a dissemination plan for the second year with emphasis on deliverables and based on a complete stakeholder analysis. 31. Cooperate with the RSP and DCC to customise experience-based outputs for dissemination to UKHE community, including tool-kits for data management. 32. Papers will be submitted to relevant conferences and journals by DISC-UK partners. Presentations will be given by request to other meetings. 33. Experience-based outputs including use cases, documentation, best practice guidelines, and fact sheets will be written by the project team on a wide range of topics, in consultation with RSP and others as to desired topics. 34. A training programme will be designed (but not delivered within the project) to teach skills to information professionals who wish to support staff and students in their use of research data in their institutions for analysis, management and sharing in Page 6 of 7 Last upd: April 2007 Original dissemination plan will continue to grow as part of progress reports. Meetings and correspondence with RSP and DCC. As identified, to be included on project website. As identified, to be included on project website. Correspondence and meetings with key collaborators; progress towards training requirements identified. RR Various Various Various DISC-UK members with collaborators as identified

repositories. Members of Project Team: Project Directors Peter Burnhill - EDINA National Data Centre, University of Edinburgh Mark Brown - University of Southampton Project Manager Robin Rice - EDINA National Data Centre and Edinburgh University Data Library Project Officers Harry Gibbs, Teresa McGowan - University of Southampton Library Stuart Macdonald - EDINA National Data Centre and Edinburgh University Data Library Jane Roberts - Oxford Data Library (Nuffield College) Luis Martinez Oxford e-research Centre Tanvi Desai - LSE Research Laboratory Data Service Repository Managers Theo Andrew, Morag Watson - Digital Library Division, University of Edinburgh Frances Shipsey, Dave Puplett - Information Services, LSE Library Sally Rumsey - Oxford University Research Archive Neil Jefferies - IT Development & Strategy Team, Oxford University Library Services Wendy White - University of Southampton Libraries Project Consultant Ann Green - Digital Life Cycle Research & Consulting, Newhaven, Conn., USA Technical officers George Hamilton - EDINA National Data Centre, University of Edinburgh Ben O Steen - Oxford University Research Archive Page 7 of 7 Last upd: April 2007