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ESI Supplemental 3 Slides, Fit for Purpose


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Fit for Purpose: Developing Business Cases for New Services in Research

Supplemental Webinar 3 is part of the DuraSpace/ARL/DLF E-Science Institute
Thursday, November 29, 2012

Presented by Mike Furlough & David Minor

Published in: Technology
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ESI Supplemental 3 Slides, Fit for Purpose

  1. 1. Fit for Purpose:Developing Business Cases for New Services in Research Libraries E-Science Institute November 29, 2012 Mike Furlough and David Minor
  2. 2. Today’s topics• Background on the Fit for Purpose project• Recommendations• Case Studies: Mission & Revenue Models• Planning in context: Chronopolis & the UCSD RCI Program• Conclusion & reminders DuraSpace/ARL/DLF E-Science Institute 2
  3. 3. FIT FOR PURPOSE:BACKGROUND DuraSpace/ARL/DLF E-Science Institute 3
  4. 4. Who and whatFunded by CLIR/Digital Library Federation• Research Group  Ted Fons, OCLC  Mike Furlough, Penn State  Carol Hunter, UNC-Chapel Hill  Eliz Kirk, Dartmouth  Michele Reid, North Dakota State  Advisory: Judy Luther, Informed StrategiesArticle published by MediaCommons Press DuraSpace/ARL/DLF E-Science Institute 4
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  6. 6. Fit for Purpose: GoalProvide a flexible structure for informeddecision making – Transformative change calls for discipline and risk taking – Planning maximizes potential for high value, high visibility services – New tools for library planners DuraSpace/ARL/DLF E-Science Institute 6
  7. 7. The Context of Our WorkIf you can’t persuade me that the work you’re doingis going to make us more famous, we’re not goingto be interested in investing in you…. Is that wiseand profound and good? No. It’s stupid. But that’sthe way it is….The football team is allowed to run adeficit of $3- to $7-million. And you’re not. --John V. Lombardi President of Louisiana State University at the October 2011 ARL Meeting DuraSpace/ARL/DLF E-Science Institute 7
  8. 8. Assumptions• We need a business-like approach to support our mission• Creative thinking can be integrated into planning processes• Risk and rigor are not antithetical• Transformation is built on sustained innovation• Success requires a value proposition DuraSpace/ARL/DLF E-Science Institute 8
  9. 9. Two-pronged approach• Social entrepreneurship: It is up to the organization to create the environment that its community needs• Business case development: What happens if we do this?• Discipline of purpose, discipline in action DuraSpace/ARL/DLF E-Science Institute 9
  10. 10. DuraSpace/ARL/DLF E-Science Institute 10
  11. 11. Business Planning and this Institute• Recommendations parallel assignments.• The Institute focuses on getting you ready for action through the Strategic Agenda process.• The business planning process can help to define the actions you take in the future. DuraSpace/ARL/DLF E-Science Institute 11
  12. 12. Questions?DuraSpace/ARL/DLF E-Science Institute 12
  13. 13. FIT FOR PURPOSE:RECOMMENDATIONS DuraSpace/ARL/DLF E-Science Institute 13
  14. 14. Fit for Purpose: Recommendations1. Determine organizational readiness2. Develop a business case3. Conduct a pilot4. Embrace the business planning life cycle DuraSpace/ARL/DLF E-Science Institute 14
  15. 15. Go/No Go 3. Launch Decision 2 2.2 Pilot 4. Periodic 2.1 Business Case Reassessment Development Decision Go/No Go 3 Decision 1 5.1 Service 5.2 Modification Exit1. Organizational Assessment Time Business Planning Lifecycle DuraSpace/ARL/DLF E-Science Institute 15
  16. 16. 1. Organizational readiness• Are the climate and capacity ready for very different kinds of services?• Four steps: – Understand if you are mission-ready – Know your risk tolerance – Determine outcomes that promote impact and sustainability – Make sure that you can put resources in the right places DuraSpace/ARL/DLF E-Science Institute 16
  17. 17. 2. Developing a business case• What happens if… ?• Multiple steps – Create basic outcome statement – Identify options and analyze each – Write implementation plan – Identify small steps: pilot projects DuraSpace/ARL/DLF E-Science Institute 17
  18. 18. 3. Pilot Projects• Pilots work best when well-defined and protected• Do you know what you want to learn?• Evaluate the results based on four approaches (economic, strategic, analytical, integrated)• Go/no-go decision – Modify as needed – Launch if appropriate – Exit if warranted DuraSpace/ARL/DLF E-Science Institute 18
  19. 19. “What if we just wanted to throw things at the wall and see what sticks?” DuraSpace/ARL/DLF E-Science Institute 19
  20. 20. 4. Embrace the business planning cycle• Periodically reassess results• Focus on outcomes, not process• Is an exit plan needed?• What else in your organization should be planned in this way? DuraSpace/ARL/DLF E-Science Institute 20
  21. 21. Questions?DuraSpace/ARL/DLF E-Science Institute 21
  22. 22. FIT FOR PURPOSE:CASE STUDIES & REVENUE MODELS DuraSpace/ARL/DLF E-Science Institute 22
  23. 23. Case studies: Initial Findings• Site visits conducted so far: – Center for Digital Research and Scholarship, Columbia University – Chronopolis, University of California, San Diego• Observing the greatest challenges – Re-alignment of resources to match mission/goals – Integrating multiple resource streams – Managing the inherent risks and uncertainties DuraSpace/ARL/DLF E-Science Institute 23
  24. 24. DuraSpace/ARL/DLF E-Science Institute 24
  25. 25. DuraSpace/ARL/DLF E-Science Institute 25
  26. 26. Chronopolis and UCSD CI Programs UCSD Research Cyberinfrastructure Program Condo Internal Facing Co-Location Computing Network Storage Data Curation Program Chronopolis External Facing DuraSpace/ARL/DLF E-Science Institute 26
  27. 27. Revenue and MissionCDRS at Columbia Chronopolis at UCSD• Publishing services with some • Preservation service with curation curation in pilot• Inward facing service • Faces inward and outward• Grew partially out of • Grew out of an NDIIPP previously existing programs. research project.• Minor charges for services. • Charges for services.• Funding is 85-90% subsidized • Funding is 70% subsidized.• Customer funding not a major component. • Customer funding will be a major component. DuraSpace/ARL/DLF E-Science Institute 27
  28. 28. Creating a New Environment“Competition would be non-sensical in the digital preservation space. Digitalpreservation only makes sense in the context of other services that supportaccess, analysis, and re-use.” David Minor“The bet is this: by curating and preserving this data we will allow for thestudy of ‘big questions,’ answers to which will benefit society. But how doyou measure that? When will we know?” Brian Schottlaender“This is the elephant in the room. Services like CDRS are seen as a threat bysome who work in libraries, as something that will force them to change howthey work. But many are very excited about these directions and we need towork with the partners who are ready.” Rebecca Kennison DuraSpace/ARL/DLF E-Science Institute 28
  29. 29. Questions?DuraSpace/ARL/DLF E-Science Institute 29
  31. 31. What is Chronopolis?• A digital preservation network developed by a UCSD Libraries national consortium, with initial funding from The Library of Congress / National Digital Information and Infrastructure Preservation Program (NDIIPP).• Chronopolis partners are : – San Diego Supercomputer Center (SDSC) and the UC San Diego (UCSD) Library – University of Maryland Institute for Advanced Computer Studies (UMIACS) – National Center for Atmospheric Research (NCAR) in Boulder, Colorado DuraSpace/ARL/DLF E-Science Institute 31
  32. 32. Chronopolis Fast Facts• Digital preservation environment using a data grid framework• Designed to leverage capabilities at multiple institutions• Emphasizes heterogeneous and redundant data storage systems• Has a current storage capacity of 300 TB (100 TB at 3 nodes)• Has geographically distributed copies of all data• Includes detailed monitoring and monthly auditing of all data• Fully TRAC compliant, certified by CRL DuraSpace/ARL/DLF E-Science Institute 32
  33. 33. UC San Diego RCI elements• Computing• Colocation Services• Centralized Storage• Networking• Data curation DuraSpace/ARL/DLF E-Science Institute 33
  34. 34. UCSD RCI - Data Curation• Starting with a two year pilot phase• Using existing tools whenever possible – Storage at SDSC – Digital Asset Management System at UCSD Libraries – Campus high-speed networking – Services from CDL / UC3 (EZID, DMP, OAC) – Chronopolis DuraSpace/ARL/DLF E-Science Institute 34
  35. 35. RCI + Chronopolis = Leveraging• UCSD has invested heavily in Chronopolis – In-kind staffing and infrastructure• RCI Data Curation “buying chunks” of Chronopolis• Funding basic preservation – Paying customers funding R & D DuraSpace/ARL/DLF E-Science Institute 35
  36. 36. Cost projection: RCI• What services to researchers want? – Cf. initial RCI offerings• What services will researchers pay for?? – Still don’t know – Subsidized versus full freight – Well-understood services versus new stuff DuraSpace/ARL/DLF E-Science Institute 36
  37. 37. Cost projections: Chronopolis• Started as a fully-funded NDIIPP project• 2010: started moving to fee-for-service – Per-terabyte-per-year model• 2012: looking at varied funding options – Longer than a year? – Other than per-unit price? – Subscription model?? – Subsidies?? – Move away from a standalone service??? DuraSpace/ARL/DLF E-Science Institute 37
  38. 38. Risks: RCI• If we build it, will they come?• If we build what they asked for five years ago...?• If we only build what they ask for …? DuraSpace/ARL/DLF E-Science Institute 38
  39. 39. Risks: Chronopolis• Already-mentioned cost issues• What is the viability of an “external” preservation system?• What is the viability of a non-commercial preservation system? DuraSpace/ARL/DLF E-Science Institute 39
  40. 40. Questions?DuraSpace/ARL/DLF E-Science Institute 40
  41. 41. FIT FOR PURPOSE:CONCLUSION DuraSpace/ARL/DLF E-Science Institute 41
  42. 42. Boiling it down• Projects/programs of all sizes have resource needs: projecting and protecting is important.• The process of exploration can take a long time. Thats OK.• Assessment is critical at all stages.• Be willing to say something is not working and drop it.• Apply the planning process to related activity DuraSpace/ARL/DLF E-Science Institute 42
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  44. 44. The E-Science Institute Capstone December 12 & 13, 2012 Sheraton Pentagon City Hotel 900 South Orme Street Arlington, VA 22204 DuraSpace/ARL/DLF E-Science Institute 44
  45. 45. What to expect at the capstone• Only a few presentations by faculty• Brief presentations by you and your team• Lots of small and large group interaction• Many writing sessions – Time to work with your team to draft a Strategic Agenda• Opportunities to learn from your peers and form relationships with them DuraSpace/ARL/DLF E-Science Institute 45
  46. 46. What to bring to the capstone• Computers and tablets• Electronic and paper versions of your documents: – Interview transcripts and notes – Self assessment – SWOT materials – Services and activities list & building blocks – Team introduction template DuraSpace/ARL/DLF E-Science Institute 46
  47. 47. Questions?DuraSpace/ARL/DLF E-Science Institute 47
  48. 48. Thank you!DuraSpace/ARL/DLF E-Science Institute 48