1. Knowledge Exchange

2. Norman Wiseman, JISC and Bas Cordewener, SURF
Programme
Partners
Mission and goals
Structure
Activities
Future
Exchange outside
of Europe
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Norman Wiseman, JISC and Bas Cordewener, SURF

3. Partner organisations
Denmark’s Electronic Research Library
German Research Foundation
Joint Information Systems Committee
SURF Foundation
Knowledge Exchange is an initiative aiming at developing closer working relationships between key national agencies and organisations within Europe, responsible for the development of infrastructure and services to support the use of Information and Communications Technology (ICT) within education and research.
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Norman Wiseman, JISC and Bas Cordewener, SURF

4. Partnership: One Definition
A temporary suspension of
mutual loathing
in pursuit of
some dubious motive,
usually involving a bid for funding.
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Norman Wiseman, JISC and Bas Cordewener, SURF

5. Norman Wiseman, JISC and Bas Cordewener, SURF
Joint
Information
Systems
Committee
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Norman Wiseman, JISC and Bas Cordewener, SURF

6. Norman Wiseman, JISC and Bas Cordewener, SURF
JISC’s Activities
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Norman Wiseman, JISC and Bas Cordewener, SURF

7. Norman Wiseman, JISC and Bas Cordewener, SURF
SURF - Netherlands
SURF is the Netherlands higher education and research partnership organisation for network services and information and communications technology (ICT).
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Norman Wiseman, JISC and Bas Cordewener, SURF

8. Norman Wiseman, JISC and Bas Cordewener, SURF
Technical Infrastructure: SURFnet
Software services and licenses: SURF Services
Innovation and Dissemination:
ICT and Research (Libraries, Repositories, Grid, e-Science)
ICT and Education (LLL, VLE, e-Portfolio, standards, media)
ICT and Organisation (SOA, Administration)
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Norman Wiseman, JISC and Bas Cordewener, SURF

9. Deutsche Forschungsgemeinschaft
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Norman Wiseman, JISC and Bas Cordewener, SURF

10. Norman Wiseman, JISC and Bas Cordewener, SURF
Mission Statement The Deutsche Forschungsgemeinschaft (German Research Foundation) is the central, self-governing research funding organisation that promotes research at universities and other publicly financed research institutions in Germany. The DFG serves all branches of science and the humanities funding research projects and facilitating cooperation among researchers
The DFG is the central research council for Germany. It has a yearly budget of about 1,5 billion Euros and funds proposals form individuals, coordinated groups of researchers and institutions such as universities, libraries or media centers in a varioety of programmes.
The libraries group, the precursor of the present day scientific libraries and information systems group that is the active partner in knowledge exchange, has a long history at the dfg. After World War II, the exchange of scientific literature with other countries along with the systematic purchase of literature in all disciplines for German libraries was one of the most important activities of the DFG.
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Norman Wiseman, JISC and Bas Cordewener, SURF

11. DfG: Expected Synergies from KE
Transformations in scholarly communication (Open Access, e-publishing, research infrastructure, especially for primary data)
Creating a Common European Information Environment (Coordination of Digitization activities, International licensing,building interoperable information structures)
Transfer and Innovation (Focus on creating and implementing the technologies that researchers need to stay world class)
Closer Cooperation on a Structural Level: Committees and Reviewers, Common Calls in strategic areas
For Synergies and strategic priorities for knowledge exchange i would want to highlight four areas where i can see important progress being made in the coming years.
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Norman Wiseman, JISC and Bas Cordewener, SURF

12. Norman Wiseman, JISC and Bas Cordewener, SURF
DEFF
Denmark’s
Electronic
Library
Initiative
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Norman Wiseman, JISC and Bas Cordewener, SURF

13. Norman Wiseman, JISC and Bas Cordewener, SURF
DEFF are a co-operative organisation for Danish libraries within higher education & research with a mission “to contribute to an optimal exploitation of research-based information resources”
Their Vision is: ..”that researchers, lecturers and students have access to all relevant information via user-friendly systems and high-quality guidance at the highest international level”
Running programmes of projects and delivery of common services where appropriate.
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Norman Wiseman, JISC and Bas Cordewener, SURF

14. KE Mission and Approach
to develop closer working relationships between the partner organisations in order to increase the return on national investment in ICT infrastructure, services and projects in education and research
Approach
By sharing knowledge, exploring differences, collaborating and promoting international dialogue, the Knowledge Exchange seeks to:
add genuine value to the activities of the partners organisations by fostering closer working relationships between those organisations at all levels
support the European agenda by enabling access to information in education and research and thereby mobility in research and education, which requires infrastructure and services developed in collaboration
create the optimal virtual environment for learners, teachers and researchers who need to choose from a wide array of possible technologies and approaches
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Norman Wiseman, JISC and Bas Cordewener, SURF

15. Norman Wiseman, JISC and Bas Cordewener, SURF
KE Structure
Board:
The board has a strategic advisory role within the initiative. It helps identify commonalities in the strategies of partner organisations and ensure that the interests of the higher education and research communities are served, with European and international perspective.
Steering group:
The steering group consists of senior responsible owners of the Knowledge Exchange initiative on behalf of the partner organisations.
Partner representatives:
Partner representatives initiate and direct the Knowledge Exchange Initiative and activities. They identify issues to be addressed and decide on the initial steps to be taken in facilitating contact between the experts within the partner organisation and their communities.
Office:
Coordinates KE activities and supports the partner representatives in facilitating Knowledge Exchange.
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Norman Wiseman, JISC and Bas Cordewener, SURF

16. Norman Wiseman, JISC and Bas Cordewener, SURF
How does KE work?
Structural exchange …
Partner Reps meet frequently to exchange developments within the four organisations
Continuous process of spotting opportunities, brokering between demand and supply from within the organisations
Procure overviews on topics of mutual interest: state-of-affair reports comparing level of development, ambitions and issues to be solved
Analyse and synthesize findings and propose next steps to proceed
Strategic management meet frequently and formulate shared vision
… to support improved decisions
Organise expert workshops (invite champions outside KE) or conduct further research that will lead to recommendations for the partner organisations – the core business of KE!
Each partner individually decides to follow the recommendation or not, embark in joint or separate action
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Norman Wiseman, JISC and Bas Cordewener, SURF

17. Norman Wiseman, JISC and Bas Cordewener, SURF
Activities in year one
Partner perspectives
Strategic vision
Sustainability
Issues of national priority
National licences
Institutional repositories
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18. Norman Wiseman, JISC and Bas Cordewener, SURF
A new strategic vision
To make a layer of scholarly and scientific content openly available on the Internet
Building an integrated repository infrastructure
Exploring new developments in the future of publishing
Facilitating integrated management services within education and research institutions
Supporting the European digital libraries agenda.
Decision maker’s forum in early October.
Plans to focus on delivery of this vision, will guide the activities of KE, will influence the agendas of the partners and their own national and international activities. Whilst there’s no intention to broaden membership at this stage (forum view was that it’s safer to try and deliver with four, make it work before expansion) there’s strong desire to promote this vision to Europe and other national and international bodies, get them involved in debate and issue resolution.
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Norman Wiseman, JISC and Bas Cordewener, SURF

19. Towards sustainability
Creating structures in and between the partner organisations to promote a more sustainable approach to funding information infrastructure.
How can successful projects that provide important services to the academic community be sustained?
How can the partner organisations embed strategies for sustainable project development in their own funding programmes?
How can the transfer of technologies and ideas between projects and countries be facilitated by the Knowledge Exchange?
Improve sustainability by aligning strategies, approaches, directions, planning, choices.
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20. Norman Wiseman, JISC and Bas Cordewener, SURF
National licences
Long term infrastructural change
Senior management of partners met in July 2006, agreed the creation of a framework for testing multi-national licensing
Partner and country experts on licensing met in September, agreeing on
A joint international tender to move the multi-national licensing agenda forward while minimizing many of the risks involved. (The tender is planned for January 2007 with the bids expected to come in March/April 2007).
A bench marking project concerning licensing methods
Building a common overview for licensed content will be developed during the coming months.
Short term benefits
by exchanging best practice and exploring opportunities for improvements for the four partners:
Workshop in Spring 2007 on four themes: getting content, providing access, statistics and evaluation, access and administration technology.
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21. Institutional Repositories
Lots of national activities, so emphasis to ensure interoperability ... Towards a common vision of repository infrastructure.
Focus on solving genuine problems not currently being tackled elsewhere: ’not talks, but tasks’.
Involving the (EU funded) DRIVER programme, a useful connection, because it means lessons learnt here can be adopted in DRIVER.
Workshop of experts (beyond four partner countries) in Utrecht in January focusing upon six themes: usage statistics, research paper metadata, exchanging information, author identification, OAI, and e-Theses.
Outcome will be a set of recommendations for future funding and perhaps some proposals for immediate attention.
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Norman Wiseman, JISC and Bas Cordewener, SURF

22. Norman Wiseman, JISC and Bas Cordewener, SURF
Future
Emphasis on improving value to partners by addressing key issues through a balanced mix of strategy, policy and practical activities.
Aim to increase partners influence in Europe, and globally, on key strategic issues, including standards.
Additional partners in future?
Potential partners must have:
National influence, national voice and funding resources
Similar or complementary objectives and goals
Education and / or research focus
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23. Knowledge Exchange outside Europe
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24. Knowledge Exchange outside Europe
Activities aligned with interests of US and Canadian audiences
Pooling of partners’ resources greater than sum of parts
Partners can stimulate activity, promote standards and influence European and global strategies
Information and results available to all
Focus of knowledge exchange between Europe and North America
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