Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

LEARN Final Conference: Tutorial Group | Costing RDM

194 views

Published on

This presentation was given at the Final Conference of the LEARN Project, 5 May 2017. www.learn-rdm.eu

Published in: Data & Analytics
  • Be the first to comment

  • Be the first to like this

LEARN Final Conference: Tutorial Group | Costing RDM

  1. 1. How to Cost Data Curation Paul Stokes, Senior Co-Design Manger
  2. 2. Definitions » Data Curation the act of managing digital items held within an archive over the long term. It is an active process, implying action on the part of the curators so that items remain secure, discoverable and accessible. ‘Digital curation involves maintaining, preserving and adding value’ to archived items ‘throughout their lifecycle. » Research Data Management the storage, access and preservation of data produced from a given investigation. Data management practices cover the entire lifecycle of the data, from planning the investigation to conducting it, and from backing up data as it is created and used to long term preservation of data deliverables after the research investigation has concluded. 2
  3. 3. Definitions The active/current data bit Research Data Management Curation 3
  4. 4. How to Cost Data Curation Research Data Management Paul Stokes, Senior Co-Design Manger
  5. 5. Interactive Interruptions welcome…. 5
  6. 6. Who AreYou? » You thought it wasn’t going to happen ….. › Name › Affiliation › Background/interest »Where are you up to with Costs and costing? That Bit…. 6
  7. 7. »Jisc Research Data Shared Service Pilot CoreTeam › Rachel Bruce › John Kaye › Catherine Grout › Paul Stokes › Daniela Duca › Dom Fripp › Alan Mackenzie › Nick Lonergan Me Senior co-design manager – research data Business case, costing, 4C 7
  8. 8. Who We Are - Jisc Jisc is the UK higher, further education and skills sectors’ not-for-profit organisation for digital services and solutions Operate and develop shared digital infrastructure and services Provide trusted advice and practical assistance for universities, colleges and learning providers We… Negotiate sector-wide deals and conditions with IT vendors and commercial publishers 8
  9. 9. Who We Are - Jisc Mission To enable people in higher education, further education and skills to perform at the forefront of international practice by exploiting fully the possibilities of modern digital empowerment, content and connectivity Vision To make the UK the most digitally advanced education and research nation in the world 9
  10. 10. Who We Are – Jisc – Futures “We take risks so you don’t have to…” 10
  11. 11. RDSS Pilot 11
  12. 12. A KEY requirement 12
  13. 13. » We’ve been around in the preservation/curation space for a while… › CEDARs work › Emulation via the CAmilieon / Doomsday project › DPC › DCC › DP Handbook › Journal archiving and the UK LOCKSS pilot › Establishment of the LOCKSS Alliance › UKWeb Archiving Consortium › Higher education records retention schedule › Involvement in Blue RibbonTask force, 4C project, and so on Preservation/Curation 13
  14. 14. »Every HEI has a preservation need »We need global community effort › Policies › Planning › Costing »Improving existing tools is better than starting from scratch What we’ve learned 14
  15. 15. BCCRDM Project »Business Case and Costing for Research Data Management › A need expressed by the community – R@R › https://www.jisc.ac.uk/rd/projects/business-case-and- costing-for-research-data-management › Outputs on http://researchdata.network 15
  16. 16. BCCRDM Conclusions »Everything has a price › How do you know what it is? »Someone needs to pay › How do you know how much and who? »What are the Benefits to offset the costs? 16
  17. 17. Pain »Tracking costs › How? › What information needs to be collected? »Cost recovery mechanisms › Is it possible? › Is there an accepted methodology? › How do you cope equitably with disciplinary differences? 17
  18. 18. More Pain »Post project funding › How can something (preservation) be paid for after a project has finished? »Who benefits? › The direct beneficiary of reused data may not be those who paid for it »How do you evaluate indirect benefits? 18
  19. 19. http://researchdata.network 19
  20. 20. Costing 20
  21. 21. Costing It’s difficult Why? 21
  22. 22. Costing People don’t know what they’re costing 22
  23. 23. Steps Step 1. Define what you’re costing 23
  24. 24. Costing Activity Based Costing 1. Determine ALL activities associated with a product/service (direct and indirect) 2. Establish costs for those activities 3. Add it all up and divide by the number of units to get the unit cost 24
  25. 25. Costing Traditional Costing 1. Determine the direct costs (e.g. Salary) 2. Add the company “standard” overhead (e.g. salary x %) 3. Add it all up and divide by the number of units to get the unit cost 25
  26. 26. Costing An example: 26
  27. 27. Costing More accurate BUT Harder to do ABC versus Traditional Easier to do BUT Less accurate 27
  28. 28. Costing What activities? 28
  29. 29. Costing 29
  30. 30. Costing »Identify the people (probably from Finance and/or IT) who’s help you will need to get the information »Identify the systems / data sources that can provide the required information. »Start gathering the costing information and crunching the numbers 30
  31. 31. Costing Non! De Gaulle Finance 31
  32. 32. Costing »Variable costs › Vary in proportion to volumes of data › Possibly not directly in proportion › E.g. cloud storage »Fixed costs › NOT FIXED! › Step changes in relation to volumes of data › E.g. staff 32
  33. 33. Steps Step 1. Define what you’re costing Step 2. Define the methodology 33
  34. 34. Costing 34 Build your (local) cost tool
  35. 35. Costing 35
  36. 36. Costing 36
  37. 37. Steps Step 1. Define what you’re costing Step 2. Define the methodology Step 3. Plug in the numbers 37
  38. 38. Steps Take a step back… Why are you costing? 38
  39. 39. Costing 39
  40. 40. Steps Step 0. Decide why you’re costing Step 1. Define what you’re costing Step 2. Define the methodology Step 3. Plug in the numbers 40
  41. 41. Modelling »What of the future needs? »Models »Modelling resources › 4C / Curation Exchange http://www.curationexchange.org/understand-your- costs/19-summary-of-cost-models »Scaling › E.g. Number of users, volume of data, number of copies, etc 41
  42. 42. Cost Comparison 42
  43. 43. Process » Register/Login » Create an Organisation » Create a cost set (or sets) –Map Asset types –Map to activities –Map to purchases and staff » Compare » (Publish) 43
  44. 44. Creating an Organisation 44
  45. 45. Creating a Cost Set—Asset Types 45
  46. 46. Creating a Cost Set—Activity mapping 46
  47. 47. Creating a Cost Set—Purchase & Staff mapping 47
  48. 48. Compare costs 48
  49. 49. Steps Step 0. Decide why you’re costing Step 1. Define what you’re costing Step 2. Define the methodology Step 3. Plug in the numbers (Step 4. Choose a model) 50
  50. 50. Rinse and Repeat! 51
  51. 51. Links » 4C Project—http://4cproject.eu/ » Curation Costs Exchange— http://www.curationexchange.org/ » Business Case and Costing for RDM— https://www.jisc.ac.uk/rd/projects/business-case- and-costing-for-research-data-management » Business Case and Costing for RDM outputs— https://research-data- network.readme.io/v2.01/docs/overview 52
  52. 52. »When: 27th to 28th June 2017 »Where: York »Cost: Free! Research Data Network – June 2017 Registration now open http://jisc.ly/UD2if7 More information on the RDN website http://researchdata.network Image: Sebastiaan ter Burg #JiscRDM 53
  53. 53. Thank you! Paul Stokes Paul.Stokes@jisc.ac.uk Except where otherwise noted, this work is licensed under CC-BY-NC-ND ThankYou! And Questions? 54
  54. 54. Questions? 55
  55. 55. Scaffold - David Gray - CC BY-NC - https://flic.kr/p/5hmJqA Shout - Sebastiaan ter Burg - CC BY - https://flic.kr/p/dobs8W Nails - Mark Hunter - CC BY - https://flic.kr/p/9HYdgo Question Everything (Nullius in verba) Take nobody's word for it- Duncan Hull - CC BY - https://flic.kr/p/iVLZt Papa Bruno take out 191109 - Ambernectar 13 - CC BY-ND - https://flic.kr/p/7gMjnV Historic Preservation Sign - Alan Levine – CC BY – https://flic.kr/p/bRNDtF Rinse and Repeat - Benson Kua – CC BY-SA - https://flic.kr/p/9pPjDS oh no!- torbakhopper - CC BY - https://flic.kr/p/bBJwXg All other images CC0 Acknowledgements 56

×