1. KRDS BENEFITS FRAMEWORK, VALUE- CHAIN AND BENEFIT ANALYSIS TOOLS: UK DATA ARCHIVE CASE STUDY …………………………………………................................................................................................... MATTHEW WOOLLARD …………………………………. DIRECTOR ECONOMIC AND SOCIAL DATA SERVICE & UK DATA ARCHIVE UNIVERSITY OF ESSEX …………………………………. JISC DIGITAL PRESERVATION BENEFITS TOOLS PROJECT WORKSHOP, LONDON, 12 JULY 2011

2. ……………………………………………………………….……………….…………………………………………………………………………………… UK DATA ARCHIVE ……………………………………………………………….……………….…………………………………………………………………………………… UK DATA ARCHIVE MISSION STATEMENT to support high quality research, teaching and learning in the social sciences and humanities, by acquiring, developing and managing data and related digital resources, and by promoting and disseminating these resources as widely and effectively as possible.

3. ……………………………………………………………….……………….…………………………………………………………………………………… UK DATA ARCHIVE ……………………………………………………………….……………….…………………………………………………………………………………… WHAT ARE WE? An umbrella data service organization; Provides infrastructure and shared data services for: Economic and Social Data Service census.ac.uk (Portal and Registration Service) Secure Data Service RELU-DSS In short: we provide access to social science data created by government and academics for use by government and academics

4. ……………………………………………………………….……………….…………………………………………………………………………………… UK DATA ARCHIVE ……………………………………………………………….……………….…………………………………………………………………………………… BENEFITS FRAMEWORK Clarifies benefits of services and activities Helps… Prioritise internal activities Justify costs to stakeholders Understanding of service impact Justifies activities to stakeholders Demonstrates applicability of activities internally and externally

5. ……………………………………………………………….……………….…………………………………………………………………………………… UK DATA ARCHIVE ……………………………………………………………….……………….…………………………………………………………………………………… VALUE CHAIN & BENEFIT IMPACT ANALYSIS TOOL Shows where theres value added needed (internal) where value is added (external) who can benefit and when Provides framework for DP/service activities Use in prioritising planning activities to maximise benefit and impact Its not simple! But, with practice … (and case studies)

6. ……………………………………………………………….……………….…………………………………………………………………………………… UK DATA ARCHIVE ……………………………………………………………….……………….…………………………………………………………………………………… EXAMPLES OF GENERIC BENEFITS Adding value over time Assisting in provision of a skills base Avoiding costs incurred by data being recreated Demonstrating research data integrity Demonstrating value for money Enhancing research tools Helping data creators to fulfil grant obligations Improving scholarly communication Increasing audience for data Increasing research productivity Increasing skills base of data users Increasing visibility of data creator Lower future archiving costs Motivating new research Motivating new research funding Preventing data loss (no recreating) Promoting data reuse Promoting Knowledge Transfer to other sectors Promoting verification of research findings Protecting data owner rights Protecting returns on earlier investments Protecting survey respondents Providing input for future research Providing input for research now Providing opportunities for new research Reducing the cost of research Reducing the cost of research [free data] Reducing the cost of research [methodologies] Re-purposing and re-use of data Re-purposing data for new audiences Stimulating new networks amongst data users Stimulating new networks and collaborations Trusted repository infrastructure Understanding impact Widening data use participation

7. ……………………………………………………………….……………….…………………………………………………………………………………… UK DATA ARCHIVE ……………………………………………………………….……………….…………………………………………………………………………………… INTERLUDE Note that generic benefits may have more than one organisational expression of benefit Note that each organisational expression of benefit may have more than one action

8. ……………………………………………………………….……………….…………………………………………………………………………………… UK DATA ARCHIVE ……………………………………………………………….……………….…………………………………………………………………………………… IMPLEMENTATION TIPS Start with the Benefit Impact Worksheet and move on to the Value-Chain & BI Worksheet easier to expand than reduce Use a customised spreadsheet to sort and configure Remember quantitative impact of benefits must be measurable qualitative impact of benefits can become case studies [note these can be powerful, but should be used in collaboration with quantitative evidence].0 impact weight is subjective Use something like a Behaviour Driven Development approach…

9. ……………………………………………………………….……………….…………………………………………………………………………………… UK DATA ARCHIVE ……………………………………………………………….……………….…………………………………………………………………………………… COMPLETING THE TOOL Given that [Generic Benefit] is a desirable benefit to our [Stakeholder(s)] the Archive can [Action] to [Specific Benefit]

10. ……………………………………………………………….……………….…………………………………………………………………………………… UK DATA ARCHIVE ……………………………………………………………….……………….…………………………………………………………………………………… COMPLETING THE TOOL Given that demonstrating value for money is a desirable benefit to our funders the Archive can strategically select data for long-term preservation to ensure that only data with probable long-term use is archived

11. ……………………………………………………………….……………….…………………………………………………………………………………… UK DATA ARCHIVE ……………………………………………………………….……………….…………………………………………………………………………………… PART WAY THERE… NOTE: THIS IS WORK IN PROGRESS AND IS FOR ILLUSTRATIVE PURPOSES ONLY

12. ……………………………………………………………….……………….…………………………………………………………………………………… UK DATA ARCHIVE ……………………………………………………………….……………….…………………………………………………………………………………… CONCLUSION Early days Early version of the benefits framework has provided evidence for the ESDS MTR. Did it influence outcomes? has influenced the ESRCs call for the economic impact of research data infrastructure will influence UK Data Archives implementation of strategic plan will feed into revisions of Archives advice to researchers on research data management planning can be useful in informing impact of data services