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Memorandums of Understanding
CreatingaProcessforSuccessfulCollaboration
CTLC: CrossTimbersLibraryCollaborative(CTLC)
Conference
July22,2016
#utamou
bit.ly/utamou
Contact Information
Rafia Mirza Digital Humanities Librarian
@LibrarianRafia | rafia@uta.edu
Origin
National Theme
Traditionally, librarians engaged in transactional service.
Many of us are beginning to engage in collaborative work.
External partners may have
• Expectations that are higher than possible
• Expectations that technology does not allow
• Expectations that do not coincide with strategic priorities
• Expectations that are unfair
Librarians tend to have
• Inclinations toward saying “Yes”
• Inclinations toward gold plating
• Inclinations toward not expecting shared credit
• Inclinations toward providing seamless (invisible)
service
MOU Workbook
#utamou
http://bit.ly/utamou
What is an Memorandum of
Understanding (MOU)?
• “No matter their length or complexity, MOUs
specify mutually-accepted expectations between
two or more people or organizations as they
labor together toward a common objective.”
• “…generally they're not legally binding, in part because neither
party wants to deal with the ramifications of a binding
agreement, and they don't involve the exchange of money.”
• “MOUs are less formal than contracts, … but they are more
formal than handshake agreements…. All sorts of entities use
MOUs to create guidelines for each party as they contribute their
efforts and resources toward important projects. But ultimately,
the reason that parties opt for MOUs is because they are simpler
and more flexible than contracts.”
Nathan Chandler "How a Memorandum of Understanding Works" 9 May 2011. HowStuffWorks.com.
<http://people.howstuffworks.com/memorandum-of-understanding.htm> 21 July 2016
Workbook Contents
• Introduction
MOU Documents
• Workflow & Instructions
• General Template & Instructions
• Estimate of Institutional Support & Instructions
MOUs for Standardized Projects
• Systematic Reviews
• Open Access eJournal Hosting & Publishing
Workflow
Template Contents
Basic Building Blocks
• Purpose and Scope
• Definitions
• Background
• External Funding
statement
• Parties’ Responsibilities
• Ownership statement
• Signature and Date
Optional Additions
• Technology Limitations
• Project Continuation Plans
• Any Contingencies
• Mutually Agreed Upon
Workflows
• Archiving and Preservation
Plans
• Anything else
Template Contents
Addenda
• Collaborator’s Bill of Rights
• Project Recommendations
• Upfront Costs
• Estimate of Institutional Support
• Others
Estimate of Institutional Support
Name Job
Title
Expertise Hours Inst.
Rate
Market
Rate
Inst.
Total
Market
Total
Total
Description of
Hardware/Software
Institution
Cost
Market
Cost
Institution
Total
Market
Total
Total
Workbook Contents
• Introduction
MOU Documents
• Workflow & Instructions
• General Template & Instructions
• Estimate of Institutional Support & Instructions
MOUs for Standardized Projects
• Systematic Reviews
• Open Access eJournal Hosting & Publishing
#utamou
http://bit.ly/utamou

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CTLC Annual 2016 slides

  • 1. Memorandums of Understanding CreatingaProcessforSuccessfulCollaboration CTLC: CrossTimbersLibraryCollaborative(CTLC) Conference July22,2016 #utamou bit.ly/utamou
  • 2. Contact Information Rafia Mirza Digital Humanities Librarian @LibrarianRafia | rafia@uta.edu
  • 3.
  • 5. National Theme Traditionally, librarians engaged in transactional service. Many of us are beginning to engage in collaborative work.
  • 6. External partners may have • Expectations that are higher than possible • Expectations that technology does not allow • Expectations that do not coincide with strategic priorities • Expectations that are unfair
  • 7. Librarians tend to have • Inclinations toward saying “Yes” • Inclinations toward gold plating • Inclinations toward not expecting shared credit • Inclinations toward providing seamless (invisible) service
  • 9. What is an Memorandum of Understanding (MOU)? • “No matter their length or complexity, MOUs specify mutually-accepted expectations between two or more people or organizations as they labor together toward a common objective.” • “…generally they're not legally binding, in part because neither party wants to deal with the ramifications of a binding agreement, and they don't involve the exchange of money.” • “MOUs are less formal than contracts, … but they are more formal than handshake agreements…. All sorts of entities use MOUs to create guidelines for each party as they contribute their efforts and resources toward important projects. But ultimately, the reason that parties opt for MOUs is because they are simpler and more flexible than contracts.” Nathan Chandler "How a Memorandum of Understanding Works" 9 May 2011. HowStuffWorks.com. <http://people.howstuffworks.com/memorandum-of-understanding.htm> 21 July 2016
  • 10. Workbook Contents • Introduction MOU Documents • Workflow & Instructions • General Template & Instructions • Estimate of Institutional Support & Instructions MOUs for Standardized Projects • Systematic Reviews • Open Access eJournal Hosting & Publishing
  • 12. Template Contents Basic Building Blocks • Purpose and Scope • Definitions • Background • External Funding statement • Parties’ Responsibilities • Ownership statement • Signature and Date Optional Additions • Technology Limitations • Project Continuation Plans • Any Contingencies • Mutually Agreed Upon Workflows • Archiving and Preservation Plans • Anything else
  • 13. Template Contents Addenda • Collaborator’s Bill of Rights • Project Recommendations • Upfront Costs • Estimate of Institutional Support • Others
  • 14. Estimate of Institutional Support Name Job Title Expertise Hours Inst. Rate Market Rate Inst. Total Market Total Total Description of Hardware/Software Institution Cost Market Cost Institution Total Market Total Total
  • 15. Workbook Contents • Introduction MOU Documents • Workflow & Instructions • General Template & Instructions • Estimate of Institutional Support & Instructions MOUs for Standardized Projects • Systematic Reviews • Open Access eJournal Hosting & Publishing

Editor's Notes

  1. Rafia
  2. Rafia :SPEC Kit, Blogs, etc. That Camps
  3. Rafia: You agree on blueprint before you commit resources, so you both know you are building a ranch house, and one partner is not expecting a mansion, while you think you are making a birdhouse. / Make service visible, turn it into collaboration: /Make the amount of work a project will take visible before it is begun /Accidental Commitments/ Positive Experiences b/c of MOU use./ Clarity of roles, process, timelines, and expected outcomes for all parties Service: http://literaturegeek.com/2016/02/28/DHjobtalk/ http://acrl.ala.org/dh/2013/06/19/in-service-a-further-provocation-on-digital-humanities-research-in-libraries/ Whole issue: is everyone has different expectations, so this whole process is about making sure all partners are on the same page For a long time libraries had established workflows AND liaisons tended to work alone, but now so many changes, and doing many types of projects you had not done before (so hard to judge how long they will take )
  4. Rafia: NOTE Specific examples. 1. 10 year project timeline want to do in 1 year. 2. Omeka (web vs. server install. 500 mb vs. Server space) 3. Collection vs. Project area focus/Scope 4. Timeline
  5. Rafia
  6. During and after implementation: Attribution Publication Conference presentation Grant application Funding allocation Disruption
  7. Overview Each template that you might want to use has been added as a word document so you can pull it out to edit and make changes.
  8. Overview Each template that you might want to use has been added as a word document so you can pull it out to edit and make changes.
  9. Phase I - Library stakeholders: Talk to their supervisor. Consulted b/c long term plans of that department or the library Phase II – Timelines/ Software Needs Phase III - No major substantive change, getting final approval/sign off Phase IV: No work started before now, documents in one place can become a template for your own institution
  10. Rafia
  11. Talk briefly about how we have covered much of the workbook and that as you continue with certain projects, you may developed MOU templates for these as we have with systematic reviews and open access journal hosting and publishing
  12. Questions? #utamou