1. Developing Tools to Inform the Management of Research and Translating Existing Good Practice Ian McArdle Research Information Manager i.mcardle@imperial.ac.uk

2. Presentation Summary Project Partners Objectives Project Structure Deliverables Plan Progress Questions?

3. Project Partners – Imperial College London Imperial has developed a range of reporting tools for managing research Draw data from internal and external systems To reach this position, Imperial has successfully implemented major pre- and post-contractual research management systems which have been problematic in other parts of the sector

4. Project Partners – Elsevier Global publishing and service provider to the worldwide academic sector Develop service solutions to enable institutions to manage their research Historically through bibliometric tools but increasingly through innovative tools such as SciVal, and in specific SciVal Spotlight Convenient way to be able to find top authors in a research cluster as well as the top institutes

5. Objectives 1.“To review the sector’s success in implementing research management systems and to build upon and to share Imperial’s experience with other HEIs with the aim of translating good practice and providing a resource for the sector.” 2.“To evaluate the ways in which HEIs across the sector are creating tools for managing research-related data from systems, to compare the variety of tools available (including those being developed by Elsevier) and to share possible ways of integrating tools to develop a holistic picture of research management metrics from bid management through to economic impact.”

6. Project Objectives: How will we accomplish them? 1.Review and Develop Imperial Case Study 2.Sector Evaluation and Translation of Best Practice 3.Communication and Dissemination Report and Sector-Wide Workshop Repository of knowledge and access to expert advice and skills for institutions going forward Report and Sector-Wide Workshop Repository of knowledge and access to expert advice and skills for institutions going forward

7. Project Structure (PRINCE2) WORKSTREAM ONE “Review and Develop Imperial Case Study” Leader – Ian McArdle Elsevier – Joy van Baren WORKSTREAM ONE “Review and Develop Imperial Case Study” Leader – Ian McArdle Elsevier – Joy van Baren WORKSTREAM THREE “Communications and Dissemination” Leader – Thomas Turner Elsevier – Gebke van Gaal WORKSTREAM THREE “Communications and Dissemination” Leader – Thomas Turner Elsevier – Gebke van Gaal WORKSTREAM TWO “Sector Evaluation and Translation of Best Practice” Leader – John Green Elsevier – Felix Haest WORKSTREAM TWO “Sector Evaluation and Translation of Best Practice” Leader – John Green Elsevier – Felix Haest PROJECT MANAGEMENT Project Manager – Ian McArdle Project Manager – Gebke van Gaal PROJECT MANAGEMENT Project Manager – Ian McArdle Project Manager – Gebke van Gaal PROJECT SUPPORT Thomas Turner PROJECT SUPPORT Thomas Turner PROJECT BOARD Project Director & Champion – John Green Senior Supplier – Niels Weertman Senior Supplier – Phile Govaert PROJECT BOARD Project Director & Champion – John Green Senior Supplier – Niels Weertman Senior Supplier – Phile Govaert QUALITY ASSURANCE QUALITY ASSURANCE

8. Workstream Tasks and Deliverables Workstream 1 Review Imperial’s research-related IT systems and related information; Describe project management methodologies used; Discuss the benefits to the College of these; Describe lessons learned from these implementations; Compile above into a case study. Workstream 2 Develop interview questions; Interview 15+ English HEIs; Write-up of site visits for analysis; Workshop design and facilitation; Analyse and compare project findings with: Imperial College case study; and Elsevier product capabilities; Design and deliver end- project workshop; Complete project report. Workstream 3 Organise interviews; Organise interactive workshops; Create project webpages on JISC and Imperial College websites; Organise the end-project sector-wide workshop; Disseminate the final report via a variety of fora: InfoNET; e-Framework; UKOLN; Imperial website; and JISC website.

9. Project PlanInitiation Project Start Up Interview Preparations Imperial College Case Study Operation Conduct 15+ Interviews Assimilation of Results Interactive Workshops Completion Complete Project Report Sector-Wide Workshop Time

10. Progress to DateInitiation Project Start Up 17 Interviews Arranged Imperial College Case Study Completed Operation First Interview Conducted – University of Bristol Completion Report Layout Determined Sector-Wide Workshop Scheduled – 27 th August Time

11. Participating Institutions University of Bristol King's College London University of Sussex University of Bath Birmingham University University College London University of York University of Liverpool University of Salford University of Leeds Institute of Education University of Cambridge University of Oxford University of Southampton University of Manchester University of Sheffield University of Exeter

12. Success Criteria – Success Will Be Measured By… Number of participants exceeds minimum requirements (15); 17 achieved thus far. The degree of participation of other HEIs >70% of interviews include 1+ staff that are sufficiently senior to elicit change; 100% thus far (1 from 1). The degree of engagement by participating institutions One or more HEIs contacts the project team for advice quoting this project; Learning that changes have been made as a result of this project. Intentions to implement changes in response to best practice guidelines generated by the project

13. Questions? Ian McArdle Research Information Manager Research Office Imperial College London i.mcardle@imperial.ac.uk +44 (0)207 594 1719 http://www3.imperial.ac.uk/researchsupport