User Requirements Overview <ul><li>Data Surgery </li></ul><ul><li>19-20 May 2011 </li></ul><ul><li>Innovation Centre, Bath...
CERIFy Project & Users <ul><li>Users are at the heart of any system </li></ul><ul><li>So we put users at the heart of the ...
Who were they? <ul><li>Systems staff </li></ul><ul><li>Research Office staff & managers </li></ul><ul><li>Deans of Researc...
What key information did they provide for or give to others?(1) <ul><li>Potential grant opportunities data </li></ul><ul><...
What key information did they provide for or give to others? (2) <ul><li>Potential grant opportunities data </li></ul><ul>...
What did they use to manage this information? <ul><li>Systems from commercial suppliers designed for managing specific kin...
Did they have plans to change things? (1) <ul><li>Linking up of systems </li></ul><ul><li>Moving to a single system </li><...
Did they have plans to change things? (2) <ul><li>Exchanging RI with external systems </li></ul><ul><li>Tracking funding o...
Benefits of change <ul><li>More efficient provision of RI for strategic decision making </li></ul><ul><li>Streamlining of ...
Barriers <ul><li>Lack of resources and knowledge </li></ul><ul><li>Disparate systems unable to link up </li></ul><ul><li>D...
Dream System <ul><li>Easy to access for everyone </li></ul><ul><li>Easy to customise for personalised views </li></ul><ul>...
Then we asked… <ul><li>“ Are you aware  </li></ul><ul><li>of the  </li></ul><ul><li>CERIF data format?” </li></ul>http://c...
And they said… <ul><li>“ I’ve never heard of the CERIF standard.” </li></ul><ul><li>“ Never heard of it.” </li></ul><ul><l...
But… <ul><li>They wanted to -   </li></ul><ul><li>Exchange data between internal systems </li></ul><ul><li>Exchange data w...
Ah… <ul><li>They might not know much about CERIF </li></ul><ul><li>But they know what they want </li></ul><ul><li>And we t...
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User Requirements Overview

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Report to the CERIFy project presenting findings from site visits and stakeholder interviews discussing user requirements for research information management within partner institutions.

Presented by Stephanie Taylor at the CERIFy Data Surgery on May 19-20, 2011.

Project Website: http://cerify.ukoln.ac.uk/

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User Requirements Overview

  1. 1. User Requirements Overview <ul><li>Data Surgery </li></ul><ul><li>19-20 May 2011 </li></ul><ul><li>Innovation Centre, Bath </li></ul><ul><li>Stephanie Taylor (UKOLN) </li></ul><ul><li>Communications and Disseminations, CERIFy </li></ul><ul><li>Email - s.taylor@ukoln.ac.uk </li></ul>http://cerify.ukoln.ac.uk
  2. 2. CERIFy Project & Users <ul><li>Users are at the heart of any system </li></ul><ul><li>So we put users at the heart of the project </li></ul><ul><li>We talked to a sample of users </li></ul><ul><li>We sat quietly and listened to all of them </li></ul><ul><li>We wrote down what they said… </li></ul>http://cerify.ukoln.ac.uk
  3. 3. Who were they? <ul><li>Systems staff </li></ul><ul><li>Research Office staff & managers </li></ul><ul><li>Deans of Research </li></ul><ul><li>Pro-VCs of Research </li></ul><ul><li>Academic researchers </li></ul><ul><li>Finance managers </li></ul><ul><li>Business Development/Enterprise Managers </li></ul><ul><li>Risk Assessment managers </li></ul><ul><li>Anyone else who would talk to us! </li></ul>http://cerify.ukoln.ac.uk
  4. 4. What key information did they provide for or give to others?(1) <ul><li>Potential grant opportunities data </li></ul><ul><li>Successful grant applications data </li></ul><ul><li>Individual esteem & impact information </li></ul><ul><li>Performance data for schools & groups of researchers </li></ul><ul><li>Publication & citation information </li></ul><ul><li>Budget management information </li></ul><ul><li>HR information </li></ul><ul><li>Research income </li></ul>http://cerify.ukoln.ac.uk
  5. 5. What key information did they provide for or give to others? (2) <ul><li>Potential grant opportunities data </li></ul><ul><li>Benchmarking for - </li></ul><ul><ul><li>Individuals </li></ul></ul><ul><ul><li>Schools </li></ul></ul><ul><ul><li>Across an institution </li></ul></ul><ul><ul><li>Against (some)institutions within the UK </li></ul></ul><ul><ul><li>Globally </li></ul></ul><ul><li>Impact of research on external/commercial partners & potential partners </li></ul><ul><li>Much more! </li></ul>http://cerify.ukoln.ac.uk
  6. 6. What did they use to manage this information? <ul><li>Systems from commercial suppliers designed for managing specific kinds of data/information </li></ul><ul><li>In-house systems built to manage specific kinds of data/information </li></ul><ul><li>Email from individuals </li></ul><ul><li>Excel spreadsheets & Word document </li></ul><ul><li>Paper forms </li></ul><ul><li>Social media (e.g. Twitter) </li></ul><ul><li>Other! </li></ul>http://cerify.ukoln.ac.uk
  7. 7. Did they have plans to change things? (1) <ul><li>Linking up of systems </li></ul><ul><li>Moving to a single system </li></ul><ul><li>Getting rid of paper, going digital </li></ul><ul><li>Creating a more dynamic system and process </li></ul><ul><li>Being pro-active in providing RI for decision making at every level </li></ul><ul><li>Benchmarking more efficiently to improve performance of individuals, schools & institution </li></ul><ul><li>Exchanging RI with external systems </li></ul>http://cerify.ukoln.ac.uk
  8. 8. Did they have plans to change things? (2) <ul><li>Exchanging RI with external systems </li></ul><ul><li>Tracking funding opportunities & alerting key staff </li></ul><ul><li>Transparent system from pre-award to end of project funding </li></ul><ul><li>Getting researchers to update their personal information </li></ul>http://cerify.ukoln.ac.uk
  9. 9. Benefits of change <ul><li>More efficient provision of RI for strategic decision making </li></ul><ul><li>Streamlining of systems to save time & money </li></ul><ul><li>Identifying strengths & weaknesses as an institution </li></ul><ul><li>Better knowledge of individual researchers work </li></ul><ul><li>RI that could help attain more successful grant proposals </li></ul><ul><li>No duplication of effort or data </li></ul>http://cerify.ukoln.ac.uk
  10. 10. Barriers <ul><li>Lack of resources and knowledge </li></ul><ul><li>Disparate systems unable to link up </li></ul><ul><li>Differences inherent in different disciplines </li></ul><ul><li>Different ways of working in different schools </li></ul><ul><li>Institutions won’t want to share benchmarking RI as some will be losers in these ‘league tables’. </li></ul><ul><li>Resistence to change, generally </li></ul><ul><li>Lack of accuracy </li></ul><ul><li>People! </li></ul>http://cerify.ukoln.ac.uk
  11. 11. Dream System <ul><li>Easy to access for everyone </li></ul><ul><li>Easy to customise for personalised views </li></ul><ul><li>Create customised reports with many combinations of RI </li></ul><ul><li>Part of the day to day workflow </li></ul><ul><li>Online, user-friendly web interface </li></ul><ul><li>One-click access to key information </li></ul><ul><li>Ability to generate scenarios based on different key parameters </li></ul>http://cerify.ukoln.ac.uk
  12. 12. Then we asked… <ul><li>“ Are you aware </li></ul><ul><li>of the </li></ul><ul><li>CERIF data format?” </li></ul>http://cerify.ukoln.ac.uk
  13. 13. And they said… <ul><li>“ I’ve never heard of the CERIF standard.” </li></ul><ul><li>“ Never heard of it.” </li></ul><ul><li>“ Don’t know what it is.” </li></ul><ul><li>“ I’ve heard of it but don’t know anything about it.” </li></ul><ul><li>“ I’ve heard it mentioned in e-Science, I think.” </li></ul><ul><li>“ Research Councils appear to be using CERIF.” </li></ul><ul><li>“ CERIF is so big, it would be madness to do it all.” </li></ul>http://cerify.ukoln.ac.uk
  14. 14. But… <ul><li>They wanted to - </li></ul><ul><li>Exchange data between internal systems </li></ul><ul><li>Exchange data with systems in other institutions </li></ul><ul><li>Access data from commercial suppliers </li></ul><ul><li>Re-use data from many sources in a meaningful way </li></ul>http://cerify.ukoln.ac.uk
  15. 15. Ah… <ul><li>They might not know much about CERIF </li></ul><ul><li>But they know what they want </li></ul><ul><li>And we think CERIF can help… </li></ul>http://cerify.ukoln.ac.uk

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