2. Collaboration to Clarify the Costs of Curation The 4C Project – A Collaboration to Clarify the Costs of Curation APARSEN Webinar: 13 June 2013 Neil Grindley – 4C Project Coordinator Jisc Programme Manager: Digital Preservation and Curation

3. Collaboration to Clarify the Costs of Curation Project Summary The Collaboration to Clarify the Costs of Curation (4C) project will help organisations across Europe to more effectively invest in digital curation and preservation. Organisations that understand the nature of this investment will be more able to effectively control and manage their digital assets over time, but they may also be able to create new cost-effective solutions and services for others. Where existing work is relevant, 4C will ensure that stakeholders realise and understand how to employ those resources. 4C will also examine how they might be made more fit-for-purpose, relevant and useable by a wider range of organisations. It will identify where there are gaps in the current provision of tools, frameworks and models It will support stakeholders to better understand and articulate their requirements and will clarify some of the complexity of the relationships between cost and other factors (e.g. value, risk, benefit, trust, sustainability)

4. Collaboration to Clarify the Costs of Curation The outputs of this project will include: events (focus groups, workshops, a conference); reports; models and specifications; a Curation Costs Exchange (CCEx); a business engagement strategy; and a research and development agenda in the form of a roadmap.

5. Assessment Tasks Assess cost models & strategies Examine good practice Analyse requirements Integrate components Produce guidance & briefing materials Setup costs exchange Enhancement Tasks Examine and refine related concepts Value Risk Benefits Sustainability Economic Reference Model Project Coordination Tasks Project meetings Project reporting EC liaison Budget oversight Outputs QA Events, Workshops, Meetings & Reports Curation Costs Exchange Outputs Reports for General Dissemination Collaboration to Clarify the Costs of Curation Engagement Tasks Engage stakeholders Raise awareness Organise meetings Promote Research & Innovation Build community network Networking & Coordination Affiliate Partners & Stakeholders Reports for European Commission Submission of Roadmap to the EC

6. Project Detail 24 Months 13 Partners 7 countries €1,485,000 Coordination Action Partners Jisc (Coordinator) Danish National Library Technical University Lisbon Danish National Archives German National Library DCC (University of Glasgow) DCC (University of Edinburgh) UK Data Archive KEEPS Digital Preservation Coalition Secure Business Austria DANS (Netherlands) National Library of Estonia Project Principles Engagement and collaboration is key Build on existing work – don’t duplicate Take the pragmatic option Work in an open and social way Collaboration to Clarify the Costs of Curation

7. Principal Project Challenges Terminology How do we most clearly explain what issues we want to address so that stakeholders can help us to tackle the complex area of curation costs? Models and specifications How do we ensure that these models help rather than further complicate the problem? Gathering Costs Data Where can we get data from, and what should we try and do with it? The Curation Costs Exchange How exactly should we try and design this and how do we make it useful? Collaboration to Clarify the Costs of Curation

8. Terminology 4C has created a glossary where it is compiling relevant terms and definitions. It’s purpose is two fold: a)To enable the 4C partners to reach a working understanding of key terms for the duration of the project, b)To try and influence definitions and consensus more broadly

9. Collaboration to Clarify the Costs of Curation Models and specifications 4C is committed to presenting resources that add value and clarify existing work or enhance general understanding of current practice. It will do this by proposing... a)A further iteration of the draft Economic Sustainability Reference Model (ESRM) b)A Gateway Requirement Specification c)A Cost Concept Model

10. Collaboration to Clarify the Costs of Curation A Draft Economic Sustainability Reference Model (ESRM)

11. VALUE SELECTION ORGANISATION RESOURCES INCENTIVES Strategy Tactics ASSETS PROCESSES STAKEHOLDERS Challenges Issues Collaboration to Clarify the Costs of Curation The Economic Sustainability Reference Model v0.7

12. Collaboration to Clarify the Costs of Curation Gathering Costs Data 4C aims to engage with organisations in such a way that they will see the benefit in sharing any data they may have - or may be able to obtain - about the costs of digital curation. But this is a very difficult area. Other projects have tried and have had limited success. Use the data already in the public domain Make alliances with other current relevant projects and foster collaboration Rely heavily on “friends and family” Use close consortium contacts to convince people to give up information Do a lot of engagement and only expect a modest return Be smart about what we ask for and don’t just expect raw information about costs Be highly interested in estimates and ball-park figures Be informed as possible about statistical methods

13. Collaboration to Clarify the Costs of Curation “The CCEx is intended to be an online, virtual community platform for the exchange of curation cost information. The CCEx will be used to gather cost information from partner organisations and stakeholders, submitted to the exchange using a submission form/template. The form will aim to capture calculation processes, metrics, effort statistics, value calculations, from stakeholders in order to underpin future activity with empirical knowledge.” The Curation Costs Exchange (CCEx)

14. Collaboration to Clarify the Costs of Curation 4C Stakeholder Consultation (this closes on June 17 th ) http://consult.4cproject.eu/index.php/949288/lang-en

15. Initial website is available featuring various blog posts, including our first guest blogger – Paul Wheatley http://www.4Cproject.eu

16. Collaboration to Clarify the Costs of Curation More Information: http://www.4cproject.euhttp://www.4cproject.eu Contact us at: info@dpconline.orginfo@dpconline.org Follow us on twitter: #4Ceu Directly tweet us: @4C_project Thanks! We need you help and input to make progress