28 August 2012
Sustainability & Governance Working Group
Berkeley, CA


https://www.dropbox.com/home/DataONE%20sustainability

Attendees: Dave Vieglais, John Cobb, Martha Bedard, Carol Tenopir, Abby Smith Rumsey, Bob Cook, Trisha Cruse, Rebecca Koskela, Carly Strasser, Amber Budden, Kim Thanos,
MacKenzie Smith, Suzie Allard, Bill Michener 

Welcome participants and introduce the meeting.
·      Welcome to the meeting
·      Ask each participant to briefly introduce himself/herself 
·      Share impetus – why this focus at this time?
 
By the end of year 5, funding is cut from $20M to $10M and need to determine the focus for DataONE and initiate the avenues for additional funding. Insights from Abby and MacKenzie led to DataONE is a complex beast and the pieces may be marketable. Need to define what DataONE is and where to put the effort. Weren’t ready to bring in a business consultant yet for a business plan.  This is an intermediate step of strategic planning to determine what the focus should be. Personnas were background material but this is a new opportunity to review stakeholder perspective. 
 
Metrics from the PMP – 
 
Truncated the day so no emails during exercises

Kim Thanos: intro:
- What is the sustainable funding approach for DataONE
- Which elements of the DataONE offering that are the critical drivers for sustainability
- What is needed to  most effectively operationalize the sustainability approach?


Tuesday morning:  Stakeholder Needs
Important to look at this from the viewpoint of the stakeholder and not from the DataONE
perspective

Tuesday afternoon:  The DataONE Offering

Wednesday morning: Synthesize, Prioritize
Wedndnesday afternoon: Community Collaboration

Thursday: Validation and Next Steps

 Stakeholder Needs

Researcher & Data Center Director/Project Lead
Univerversity Librarian/VP of Research & Funder
http://Secure.Facilitate.com
Username: DataONE
Password: data
(not case sensitive)

What are the primary issues for this stakeholder?
Breakout Groups: in 

Researcher/ Data Center/project lead: 

Current reseracher versus future researcher (we are in a changing environment)
Problems vs. opportuniities
What about other academic 

https://docs.google.com/presentation/d/1CoTd2CCCXIxDP3KBot8hiFlhua8itMB88IlsYZ7HVcs/edit?pli=1#slide=id.g1b86011a_2_87


Librarian/CP and Funder

==================================================================
http://bit.ly/OusygD

      
                                                              CI         Data       Tools     Community     Big Data 
                                                                                                                                  Projects


Uniquely provided by DataONE?

Best provided by DataONE?


What other providers are 
contributing?


Which issues address most 
effectively?


What is missing in offering?



=========================================================================
Bill's presentation

Common thread: 
Enabling layer


======================================================================
Offerings:
CN
MN
ITK
Community 

What elements of the offering address my issues?
VP Research  &  Librarian:

1. Budget: 

2. Workforce:
DataONE as a model - does help with the issue

3. Credit/Value:
Does help with the relevance issue
Another measure of impact 
Would like the discovery layer for all the different domains

4. Risk Management:
Does help with the compliance issue (DMPTool)

5. Governance/Decision Making
Model for collaboration

Helps the access issue - but this is not one of the issues
Does it solve the issue of where faculty & researchers can put data?  No 
Unless the institution becomes a MN  - then it helps with the preservation

Would selecting DuraSpace as one of the next MNs help?
Only solves the problem within a particular domain - again the use of DataONE as a model

Voice for advocacy

Library as matchmaker - place for researchers to put their data
DSpace may not be the long-term solution for a variety of disciplines

Funders:

ROI

Roles & Responsibilities

Wants to add MNs to get more exposure for their data
Tools in the ITK
Community: have people working for the funder attend DUG and find a broader perspective


What does it mean to sustain DataONE?
What is the cost of sustaining DataONE? 

Through citation tracking can show ROI


=========================================================================29 August 2012

- What is the sustainable funding approach for DataONE?
- Which elements of the DataONE offering  are the critical drivers for sustainability?
- What is needed to  most effectively operationalize the sustainability approach?

Craft specific recommendations for sustainability including funding source and offering/emphasis to draw funds

Funders
Librarians & VP Research -    allocation of existing budget/ new funding

Data Center/Project Lead - continuation of funding/ new funding

What has to be sustained?

Managed services?
Opportunity to aggregate short-term funding toward long-term strategy


What/Where are the "pockets"  where we may look for $'s
What is needed?
29 August: afternoon

DataUp
                                                                    Opportunities
CDL                Request                            CDL & DataONE
                                                          guide Opensource community
                 
 Microsoft        Dev 
 
 DataONE        Proof of concept
 
 Community
 at large            customization                                                        

Azure -

ONEShare


===============
Community access
Range of ways that tool development can be supported


Day 2 discussion googledoc
http://bit.ly/OykMCr

30 August 2012

Other funding sources (see dropbox)

Risks