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 * University Librarian / VP of Research * Funder Researcher & Data Center Director/Project Lead * Amber Budden, Facilitator * Suzie Allard * John Cobb * Bob Cook * Abby Smith Rumsey * Dave Vieglais * Carly Strasser Univerversity Librarian/VP of Research & Funder * Rebecca Koskela, * Bill Michener * Martha Bedard * Carol Tenopir * Trisha Cruse * MacKenzie Smith http://Secure.Facilitate.com Username: DataONE Password: data (not case sensitive) What are the primary issues for this stakeholder? * -Consider goals and aspirations * What is keeping him/her awake at night (The stakeholders arepeople - what are her/his motivation?) * Independant of DataONE 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? * uniquely * best VP Research & Librarian: 1. Budget: * Provides a way for institutions to engage in these new initatives without a large budget * Access to data - * When to build your own and when do you outsource? * Make sure their research is widely distributed * Unique: vertical integration of the piece of the pie * The organization itself - the diversity of the community 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 * Personal Influence - researchers as champions. * NSF * track record * Relationships * Discussion about sustainability * IMLS (Institute of Museum and library services) student support = education * ARL (association of research libraries) has been supportive * MN's * Volunteer effort * Volunter participation * In Kind support - USGS, ESA * USGS * Foundations - some indirect support such as for bird study and MSFT research (DataUP) * Coordinating nodes are also contributing as well. * What is needed? * User help desk support * Sys admin support for CN (3X PT) * Developer support * Lead * Programmers * Administrative Support * accounting (PT) * Business/reporting * Leadership * Science support * HW 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 * Letter of support * aligned with community * open source * Integrate * Licensing * Need doc to explain how to contribute to the ITK * May need to differentiate OS vs fee-based * More complex - need to account for many ranges of players * privacy policies * Brand & recognition * suggest talking points for recognition * Define expected behaviors * Conversations about expectations of behavior * Member Nodes * Coordinating Nodes * Tool contributions * Goals of community engagement * Newsletter * DUG * Identifable 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