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Value&impact research dataservices_idcc_2017

These slides are from a half-day workshop run on Monday 20 February 2017 at the International Digital Curation Conference 2017 (IDCC17) on “Demonstrating the Value and Impact of Research Data Services”. It provides the latest overview of research findings and tools for assessing the benefits, costs, and return on investment of research data curation. The workshop organisers were Neil Beagrie and Daphne Charles (Charles Beagrie Ltd) and Mike Priddy (DANS) and the Consortium of European Social Science Archives (CESSDA). At the workshop attendees learnt from Neil Beagrie and Mike Priddy about how to apply the Cost-Benefit Advocacy Toolkit, the Capability Development Model, and the Archive Development Canvas (a variant of the Business Model Canvas) developed by the CESSDA Strengthening and Widening Project (CESSDA-SaW). Although the CESSDA-SaW project work focuses on the social sciences, core elements are multi-disciplinary and relevant to a wide range of organisations at IDCC involved in development, funding, and advocacy for research data infrastructures and open access for data. CESSDA-SaW is a project funded by the Horizon 2020 programme. Its principal objective is to develop the maturity of data archive services that are aspiring to be, or are a part of the CESSDA community of social science data archives in a coherent and deliberate way towards the vision of a comprehensive, distributed and integrated social science data research infrastructure, facilitating access to social science data resources for researchers regardless of the location of either researcher or data. As part of the project, we have been developing the Cost-Benefit Advocacy Toolkit, the Capability Development Model, and the Archive Development Canvas to assist data archive services. The expected learning outcomes from the workshop were that all attendees would: • Understand the purpose of CESSDA-SaW, the Toolkit, Capability Development Model, and the Archive Development Canvas; • Understand what is specific to social science, to different funding regimes, or maturity of services; • Know the main findings from the desk research on the Toolkit and key lessons learnt; • Understand economic approaches such as Return on Investment, other key arguments for Value, how it has been calculated, and why the counter-factual and “cost of inaction” are important; • Understand how to use the Capability Development Model to undertake a self-assessment; • Know what outputs will be available from CESSDA-SaW and how they might use them.

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This project has received funding from the European Union’s Horizon 2020
research and innovation programme under grant agreement number 674939.
IDCC Workshop February 2017 - Neil Beagrie (Charles Beagrie Ltd)
Demonstrating the Value and Impact of Research Data
Services
Illustration by Jørgen Stamp digitalbevaring.dk CC BY 2.5 Denmark
This project has received funding from the European Union’s Horizon 2020
research and innovation programme under grant agreement number 674939.
Workshop Programme
13.30-13.45 Brief introduction to CESSDA and the CESSDA-SaW project (Peter Doorn)
13.45-14.30 Presentation and discussion of the Cost-Benefit Advocacy Toolkit (Neil Beagrie)
14.30-15.00 Bringing it together: The Archive Development Canvas
15.00-15.25 Coffee/tea break
15.30-15.45 Presentation and discussion of the Capability Development Model (Mike Priddy)
15.45-16.45 Breakout groups with hands-on opportunities to use and discuss the tools
presented
16.45-17.00 Final discussion and close
Strengthening and Widening
Title Text
Brief introduction to CESSDA
and the CESSDA-SaW project
IDCC17 Workshop - Demonstrating the Value and Impact of Research Data Services
12.30-17.00 Monday 20 February 2017
Quincentenary Conference Centre Royal College of Surgeons of Edinburgh
Peter Doorn
Director DANS
Vice-Chair
CESSDA G.A.
What is CESSDA? 15 (16) members:
1. Austria
2. Belgium
3. Czech Republic
4. Denmark
5. Finland
6. France
7. Germany
8. Hellas
9. Lithuania
10. Netherlands
11. Norway
12. Slovenia
13. Sweden
14. Switzerland
15. UK
16. Slovak Republic (Observer)
 CESSDA provides large-scale, integrated
and sustainable data services to the social
sciences.
 CESSDA brings together social science
data archives across Europe, with the aim
of promoting the results of social science
research and supporting national and
international research and cooperation.
 CESSDA is now a limited company under
Norwegian law and is owned and financed
by the individual member states’ ministries
of research.
 Norway is hosting CESSDA, and the main
office is located in Bergen.
 Originally established as an informal
umbrella organisation of data archives in
1976 (> 40 years ago!)
 CESSDA will become an ESFRI ERIC later
this year
10 countries with activities aiming at membership: Bulgaria,
Croatia, Estonia, Hungary, Ireland, Italy, Portugal, Romania,
Serbia, Spain
ESFRI Projects
 ESFRI Projects have been selected for scientific
excellence and maturity
 included in the Roadmap in order to underline their
strategic importance
ESFRI Landmarks
 CESSDA and 28 other RIs that were implemented under
earlier ESFRI Roadmaps and that are now established
as “major elements of competitiveness of the European
Research Area”
“These are
successfully
implemented ESFRI
projects that are
featuring top science
services or effectively
advancing in their
construction.”
ESFRI Roadmap 2016
ESFRI = European Strategy Forum for Research Infrastructures
ERIC = European Research Infrastructure Consortium
Service Providers (data archives)
 Constitute the operational distributed network
 Participate in the governance in an advisory capacity
 Deliver data services  Service Level Agreements
 Adhere to common quality rules and standards (such as the Data Seal of
Approval)
 Carry out the CESSDA work plan jointly with Main Office
Ad

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Value&impact research dataservices_idcc_2017

  • 1. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. IDCC Workshop February 2017 - Neil Beagrie (Charles Beagrie Ltd) Demonstrating the Value and Impact of Research Data Services Illustration by Jørgen Stamp digitalbevaring.dk CC BY 2.5 Denmark
  • 2. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Workshop Programme 13.30-13.45 Brief introduction to CESSDA and the CESSDA-SaW project (Peter Doorn) 13.45-14.30 Presentation and discussion of the Cost-Benefit Advocacy Toolkit (Neil Beagrie) 14.30-15.00 Bringing it together: The Archive Development Canvas 15.00-15.25 Coffee/tea break 15.30-15.45 Presentation and discussion of the Capability Development Model (Mike Priddy) 15.45-16.45 Breakout groups with hands-on opportunities to use and discuss the tools presented 16.45-17.00 Final discussion and close
  • 3. Strengthening and Widening Title Text Brief introduction to CESSDA and the CESSDA-SaW project IDCC17 Workshop - Demonstrating the Value and Impact of Research Data Services 12.30-17.00 Monday 20 February 2017 Quincentenary Conference Centre Royal College of Surgeons of Edinburgh Peter Doorn Director DANS Vice-Chair CESSDA G.A.
  • 4. What is CESSDA? 15 (16) members: 1. Austria 2. Belgium 3. Czech Republic 4. Denmark 5. Finland 6. France 7. Germany 8. Hellas 9. Lithuania 10. Netherlands 11. Norway 12. Slovenia 13. Sweden 14. Switzerland 15. UK 16. Slovak Republic (Observer)  CESSDA provides large-scale, integrated and sustainable data services to the social sciences.  CESSDA brings together social science data archives across Europe, with the aim of promoting the results of social science research and supporting national and international research and cooperation.  CESSDA is now a limited company under Norwegian law and is owned and financed by the individual member states’ ministries of research.  Norway is hosting CESSDA, and the main office is located in Bergen.  Originally established as an informal umbrella organisation of data archives in 1976 (> 40 years ago!)  CESSDA will become an ESFRI ERIC later this year 10 countries with activities aiming at membership: Bulgaria, Croatia, Estonia, Hungary, Ireland, Italy, Portugal, Romania, Serbia, Spain
  • 5. ESFRI Projects  ESFRI Projects have been selected for scientific excellence and maturity  included in the Roadmap in order to underline their strategic importance ESFRI Landmarks  CESSDA and 28 other RIs that were implemented under earlier ESFRI Roadmaps and that are now established as “major elements of competitiveness of the European Research Area” “These are successfully implemented ESFRI projects that are featuring top science services or effectively advancing in their construction.” ESFRI Roadmap 2016 ESFRI = European Strategy Forum for Research Infrastructures ERIC = European Research Infrastructure Consortium
  • 6. Service Providers (data archives)  Constitute the operational distributed network  Participate in the governance in an advisory capacity  Deliver data services  Service Level Agreements  Adhere to common quality rules and standards (such as the Data Seal of Approval)  Carry out the CESSDA work plan jointly with Main Office
  • 7. CESSDA Activities  Coordinating the network of European data service providers and promotion of the results of social sciences;  Facilitating researcher access to important data resources regardless of the location of either researcher or data;  Working continuously to include further data sources from Europe and beyond, into the infrastructure;  Providing training within CESSDA and beyond on best practices of data services and data management;  Promoting and facilitating wider participation in CESSDA;  Developing and coordinating of standards, protocols and professional best practices pertaining to the preservation and dissemination of data and associated digital objects.
  • 8. Examples of CESSDA Activities CESSDA Work Plan  Joint Catalogue of Data Resources and Services  Compliance with Data Seal of Approval  Common Data Access and Dissemination Policies (based on FAIR data principles)  Metadata Management  Open Source Metadata Harvester  CESSDA Persistent Identier Policy  CESSDA Training & Expert Seminars  Euro Question Bank  Research Infrastructure Projects
  • 9. Strengthening and Widening the European infrastructure for social science data archives  Overall ambition: to establish the conditions for, and to initiate the movement towards, a seamless social science data archive service for the whole of the European Research Area (ERA), which is capable of supporting the research needs of the next generation of social scientists wherever in Europe they may be, or beyond.  Aims:  to achieve full European coverage of CESSDA  to strengthen the existing network  to ensure sustainability of its data for the widened network.  Overarching impact: transform the evidence base and research insights available to those tackling the social and economic challenges of Europe.
  • 11. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Measuring Value and Economic Impact of Research Data Infrastructure
  • 12. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Presentation Overview • Measuring Value and Impact of Research Data Infrastructure (briefly – note focussing on cost-benefit) • ESDS Impact Study (briefly) • CESSDA SaW and User requirements survey (briefly) • Cost-Benefit Advocacy Toolkit (less briefly) Informal – happy to take questions as we go
  • 13. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Previous Work Big Science and Innovation Study for BIS July 2013 • Desk review of c. 100 studies internationally; • 3 studies highlighted to BIS as being particularly good examples of ‘good practice’ in the measurement of economic impacts: • Berkeley Lab 2010 • Human Genome Project 2011 • Economic and Social Data Service 2012
  • 14. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. John Houghton + Neil Beagrie 4 joint studies to date. 5th in progress. Methods applied to: Economic & Social Data Service (ESDS) Archaeology Data Service British Atmospheric Data Centre European Bioinformatics Institute Swiss Institute of Bioinformatics (in progress) Value + Impact Analysis of Data Services
  • 15. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Indicative Scale (1)
  • 16. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Indicative Scale (2)
  • 17. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Best Practice from ESDS study • Applies range of methods; • Includes counter- factual; • Data collection tailored to different stakeholders: depositors, users, research, teaching; • Data weighting - survey value responses weighted to reflect the overall pattern of use from weblogs; • Case studies/ KRDS benefits illustrate benefits and impact pathways.
  • 18. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. ESDS Study: Return on Investment (ROI) (ROI - service) Benefit/cost ratio of net economic value to ESDS operational costs 5.4 to 1 (ROI - research data creation) scenarios -Increase in returns on investment in data creation arising from additional use facilitated by ESDS -counterfactual up to 10 to 1
  • 19. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. ESDS Study: Researcher Efficiency Gains Impact of using ESDS data and services on research efficiency (after Beagrie et al 2012, p77, Figure 15) Economic and Social Research Council © 2012 CC-BY licensed
  • 20. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. • UK Data Archive one of the largest European social science data archives: perhaps the largest • UK Data Archive established for 40 years: has built up collections and users over time • Only economic impact study for any social science data archive to date • How to extend work for other social science archives? ESDS Study: Context
  • 21. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Task 4.6: Cost-Benefit Advocacy Programme Illustration by Jørgen Stamp digitalbevaring.dk CC BY 2.5 Denmark
  • 22. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. CESSDA-SaW Task 4.6 Capturing and communicating the value and economic impact of social science data services. Develop a benefit/cost advocacy programme and supporting tools; assembling an evidence base to support the negotiation with ministries and funding organisations; support advocacy with other core stakeholders such as data creators and data users. Final publication this summer – presentation of advanced draft materials. Timetable Milestone number Milestone name Due date MS26 Survey to gather and validate requirements April 2016 MS27 Draft Toolset and testing Oct 2016 MS28 Focus groups and case studies March 2017
  • 23. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. CESSDA-SaW User Requirements Survey
  • 24. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Survey Q1 IN WHICH COUNTRY IS THE DATA SERVICE BASED?
  • 25. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Survey Q2 THE DATA SERVICE'S CURRENT STAFFING IS APPROXIMATELY:
  • 26. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Key Stakeholder Focus Groups
  • 27. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Toolkit Responses
  • 28. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Effort Grading Levels hours days months
  • 29. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Design criteria • Easy for overloaded individuals/ smaller services • Short documents • Good Infographics • Synthesis • Making existing tools easier to use/tailored to (social science) data services • Creative Commons CC-BY wherever possible for ease of re-use
  • 30. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Toolkit Components • Factsheets • ROI, Benefits, Costs • Worksheets • Benefits Summary for a Data Archive • Archive Development Canvas • Case studies • ADP, FSD, LiDA, UKDS • Selected External Tools • CCeX, KRDS, CDMA, ESDS Impact, ADP surveys , etc • User Guide
  • 31. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. The Factsheets
  • 32. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. ROI Factsheet (1)
  • 33. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. ROI Factsheet (2)
  • 34. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Counter-factuals – “Costs of Inaction” “Ideally, economic impact assessments should estimate the counterfactual – i.e. what would occur in the absence of the facility…However, counterfactuals are rarely addressed in the [c.100] studies reviewed due to lack of data. We found two exceptions that address this issue partially. One is the evaluation of the economic impacts of ESDS (2012) which partially explores the counterfactual through a users’ survey…Another exception is a review of economic impacts of large- scale science facilities in the UK (SQW, 2008) … however, this estimation is not done rigorously and relies mostly on the estimation of the local benefits.” Big Science and Innovation - Report to BIS - Technopolis 2013
  • 35. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. ROI Factsheet (3)
  • 36. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. ROI Factsheet (4)
  • 37. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Benefits Factsheet (1)
  • 38. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Benefits Factsheet(2)
  • 39. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Benefits Factsheet (3) Physical Assets and Intangible Assets Illustration by Charles Beagrie Ltd ©2016 incorporating images by Jorgen Stamp digitalbewaring.dk. CC-BY licensed
  • 40. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Benefits Factsheet (4)
  • 41. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Costs Factsheet(1)
  • 42. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Costs Factsheet(2)
  • 43. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Costs Factsheet(3)
  • 44. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Bringing it all together: The Archive Development Canvas
  • 45. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939.
  • 46. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. The Archive Development Canvas (high-level)
  • 47. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. The Archive Development Canvas (detailed)
  • 48. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. The Archive Development Canvas (mapped)
  • 49. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Capability Maturity Model Mike Priddy DANS
  • 50. This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement number 674939. Breakout Groups Flexible session – you choose what you want to focus on and if you do it individually or in group (s) • Factsheets • ROI, Benefits - in paper copy – read, discuss content, how you would use it • Worksheets Benefits Summary for a Data Archive • Archive Development Canvas Paper version with prompts • Capability Maturity Model
  • 51. —thanks for your attention! website: www.cessda.net / twitter: @CESSDA_Data