Implementation plan

JISC and RLUK Resource Discovery Taskforce Vision

Implementation Plan

Introduction
The JISC and RLUK Resource Discovery taskforce was formed to focus on defining the requirements for the provision of a shared UK resource discovery infrastructure for libraries, archives, museums and related resources to support education and research. The taskforce focused on metadata that can assist in access to resources, with a special reference to serials, books, archives/special collections and museum collections.

This plan accompanies the vision produced by the taskforce and describes the work that is planned up until 2012 to ensure the vision is achieved.

The resource discovery taskforce vision has been designed to run alongside the time period for the latest JISC strategy: http://www.jisc.ac.uk/aboutus/strategy/strategy1012.aspx

The taskforce vision fits very closely with the vision in the JISC strategy:

JISC’s vision is one of easy and widespread access to information and resources, anytime, anywhere; a vision with technology and information management at the heart of research and education.

The taskforce vision addresses the following JISC strategic objectives:

  • Provide cost-effective and sustainable shared national services and resources
  • Help institutions to improve the efficiency and effectiveness of their corporate and business systems
  • Help institutions to improve the quality of learning and teaching and the student experience
  • Help institutions to improve the quality, impact and productivity of academic research

Background

The work that led to the convening of the resource discovery taskforce and the context for the vision are explained on the resource discovery taskforce blog.

Programme of activity

JISC will fund projects that contribute to this programme of activity. However it is expected that other organisations will be doing complementary projects and this plan will be updated and expanded to take account of relevant work.

  1. Development of framework
    1. Consultation with relevant parties
      1. Service providers involved at this early stage
      2. Content suppliers
    2. Development of framework
      1. Define business models.
      2. Define governance
      3. Focus on sustainability
      4. Develop partnerships with similar initiatives
      5. Maintain risk register and communication plan.
  2. Investigation of licensing issues with existing and prospective aggregations.
    1. A study to be commissioned early
    2. Ongoing effort devoted to this workpackage throughout the implementation plan, needs to include testing and development of licensing regimes. RLUK data will be a good test case
  3. Identification of candidate metadata for aggregation
    1. Initial deliverable to identify content ready now.
      1. JISC services are a top priority.
      2. Sustainability
    2. Phase 2 of content identification in the second phase of the project (Q3 2011). To focus on next priorities and to identify difficulties that need to be addressed.
  4. Identification of metadata standards and technology
    1. This will involve consultation with content providers and service builders to ensure the chosen solutions will be suitable for both parties.
    2. Initial deliverable – identification of suitable content.
      1. Identify minimal amount of metadata.
      2. How to achieve this minimal amount.
      3. What are use cases and how do we work across different types of resources
      4. Lessons from application profile work need to be fed in.
      5. Would need to be dependent on resources identified in various WP3
      6. Interoperability with search engines
  5. Commission projects to work with universities and other relevant institutions to add their metadata to aggregations or to produce new aggregations
    1. Strand 1 – UK (primary focus). This will probably take a project based approach.
    2. Strand 2 – related sectors in the UK (secondary focus – assess robustness and interoperability)
    3. Strand 3 – non UK aggregations (secondary focus – assess robustness and interoperability)
  6. Support for people wishing to provide content to aggregations, produce aggregations or develop services. We expect this to cover HEIs that are not currently represented through national discovery services as well as other relevant institutions. This support will need to:
    1. To run concurrently with Work package 5
    2. To include consideration of incentives for libraries, archives and museums that wish to cooperate.
    3. To engage with service providers and to encourage use of the metadata aggregations.
  7. A communication plan. JISC and RLUK will dedicate effort to communicating the value of the vision and the benefits of participation to content providers, service builders and readers. This workpackage will start early and run for the length of the project. It may include a workshop to set targets.

The programme will be structured as follows

Sustainability

Sustainability is a major factor in ensuring that the metadata aggregations are useful and robust. Sustaniability will be addressed in the following ways:

  • will be built into workpackages concerned with development of a framework, aggregation projects and support;
  • the sustainability focus of the framework will be the aggregations of metadata, not the services;
  • the ability to move between one business model and another needs to be addressed as part of the sustainability of the framework;
  • all projects associated with this implementation plan need to have sustainability built in from the start. We want to ensure aggregations are maintained and not produced and then orphaned. We will be requiring a commitment from each project in terms of sustainability.

There is a broader issue of sustainability for institutions providing metadata to aggregations. This issue will need to be considered during the period the implementation plan covers.

Partnerships

Consultation and effective partnerships are essential to successfully achieving the resource discovery taskforce vision. The people listed below are the key stakeholders in this work.

Person Stake Role
Academic librarians Will be important in devoting effort to the provision of metadata to aggregations and in influencing the nature of the services developed. Content providers and end users
Museums staff Will be important in devoting effort to the provision of metadata to aggregations and in influencing the nature of the services developed. Content providers and end users
Archives staff Will be important in devoting effort to the provision of metadata to aggregations and in influencing the nature of the services developed. Content providers and end users
Library, archive and museum technical staff Will be important in managing the provision of metadata to aggregations and may be important in using the metadata to build or enhance services. Content providers and service builders
National libraries Will be important in devoting effort to providing metadata to aggregations and in influencing and providing services. Content providers, service builders and end users
Other relevant content aggregations. E.g.

Collections Trust

Europeana

Digital New Zealand

Need to engage with them to ensure that the implementation plan is compatible with the work occurring in these initiatives. Aggregators, Content providers and service builders
Publishers Will need to be engaged to use their skills to build innovative services using the aggregated metadata and to explore the possibility of making the content they own available in common formats to HE aggregations. Content providers and service builder
Edina Will be essential in the enhancement and development of services. Aggregators, Service builder
Mimas Will be essential in the enhancement and development of services. Aggregators, Service builder
Vendors Will need to be engaged to use their skills to build innovative services using the aggregated metadata Service builders
Developers Will need to be engaged to use their skills to build innovative services using the aggregated metadata. Service builders
Strategic content alliance A collection of organizations that produce content that would be useful to aggregate in common formats to HE content. A possible vehicle for the extension of the implementation plan into other sectors. Experts and influencers
Expert groups

e.g.PALS metadata interoperability group, Society of Archivists Data Standards group and the EAD working group.

Possible vehicles to help promote the work of the implementation plan and to provide expert advice. Experts and influencers
University Museums and Scotland, University Museums Group May be interested in providing useful services to institutions. Advocates
SCONUL This work overlaps with the SCONUL shared services work. Expert/influencer/advocate
RIN Will be working in areas relevant to the vision Advocate/funder
JISC Will be working towards implementing the vision. Advocate/funder
RLUK Interested in providing useful services to institutions. Advocate/funder

Governance

The resource discovery taskforce has now completed. Members will continue to be part of a mailing list and will receive updates about the resource discovery work on a regular basis. Members will be invited to two review meetings to monitor and advise on progress to the vision. These review meetings are provisionally scheduled for April 2011 and February 2012.

A key part of the implementation plan is the creation of a framework to manage the aggregations and their sustainability. Details of the governance of the framework will be described elsewhere and linked to from this implementation plan.

Governance beyond the 2012 time period discussed in the vision will be managed as part of the framework.

The option of a resource discovery taskforce looking at a wider spectrum of content is being explored with the Strategic Content Alliance: http://www.jisc.ac.uk/contentalliance

Risk

Risk will be managed as part of the framework that will manage the aggregations. This will need to be a carefully managed piece of work that will continue to develop alongside the development of the framework. The risk register will need to be developed in consultation with relevant parties.

JISC will maintain a separate risk register to cover the work that JISC funds. This risk register will form part of the JISC programme documentation.

Risk will also be addressed as part of the stakeholder management effort.

Key Services

While the resource discovery taskforce vision is about the aggregation of metadata about collections the implementation plan needs to promote and encourage the development of the key services that can be built or enhanced using the aggregated metadata. An early output of the implementation plan will focus on describing these services for use in communication and planning. The results will be recorded in the implementation plan, the resource discovery taskforce blog and anywhere else that makes sense. When services are developed they will also be recorded in this implementation plan.

Monitoring and Tracking

There are two major aspects to the monitoring and tracking required to ensure that achieving vision is on track and is engaging all the right people:

  1. monitoring and tracking other relevant work;
  2. managing consultation with stakeholders.

The rdtf blog will be used for these monitoring and tracking tasks. Particularly important information will be added to the implementation plan.

Relevant background information, context and updates

The rdtf blog: https://rdtf.jiscinvolve.org contains a description of the work that led to the resource discovery taskforce vision and the context that informed the vision. It will also be used to communicate updates on the progress to achieve the vision.