GLAM/OpenGLAM Benchmark Survey/Implementation Plan

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This page contains the implementation plans for the different phases of the project; further details are being added as the project progresses.

A tentative timeline for the entire project can be found on the concept page.

Phase One: January - March 2014

Status update of tasks as of 3 April 2014

WP 1: Project Management

Lead: Beat Estermann

Team: Lieke Ploeger (minutes)

Goals:

• Plan the project activities: overall concept; phase 1 and phase 2 activities (done)
• Set up an international core team: clarify roles and expectations, clarify the way the team will collaborate and interact with local teams (done)
• Set up the communication infrastructure: mailing list, coordination portal on the Outreach Wiki (done)
• Enrol local teams, identify national coordinators (initiated; needs particular attention in phase 2)
• Further elaborate the concept of the project: FAQ, possibly elaborate the concept in view of funding requests (done; Risk Management Plan needs further attention in phase 2)

WP 2: Questionnaire Development

Lead: Beat Estermann

Team: Beat Estermann, Dorota Kawęcka, Sanna Marttila, Merete Sanderhoff, Maria de Vallibana, Gemma Echevarria

Goal:

• Develop an improved version of the questionnaire: one review round before the pretest; one after the pretest, based on pretest results and further feedback (produced a draft version of the questionnaire and carried out one review round; questionnaire development and the pretest need to be focused on in phase 2)

WP3: Pretest

Lead: Joris Pekel

Team: Dutch team, Merete Sanderhoff (for testing in Denmark), Finnish team (translation processes)

Goals:

• Select the survey tool (done)
• Collect GLAM e-mail addresses from the Netherlands (and possibly from an anglophone country) (initiated)
• Set-up the English version of the questionnaire in the survey tool, debugging (delayed, questionnaire not ready in phase 1)
• Carry out the pretest (delayed, questionnaire not ready in phase 1)

WP4: Partnerships / Funding Requests

Lead: Lieke Ploeger (partnerships); vacant (funding requests)

Team:

Goals:

• Conclude partnerships with organizations/project consortia that have an international focus (initiated; formalizing partnerships needs to be focused on in phase 2)
• Apply for funding to cover a part of the project cost (done, needs further attention)

Local Teams

Coordinators: Country coordinators

Team members: National teams

Goals:

• Constitute the national teams: role clarification, designation of a country coordinator (done in 5 countries)
• Initiate partnerships at a national level (with umbrella organisations, research institutions, etc.) (initiated in some countries)
• Apply for funding if necessary (done in 2 countries)
• Collect the e-mail addresses of the GLAMs to be surveyed (initiated in a couple of countries)
• Research particularities of your country and contribute to the development of the questionnaire (so far, people from 5 countries contributed to the development of the questionnaire)

Phase Two: April - June 2014

Status update of tasks as of 4 July 2014

WP 1: Project Management

Lead: Beat Estermann

Team: Lieke Ploeger (minutes)

Goals:

• Enrol more local teams, identify national coordinators (added several more participating countries; in many cases, national coordinators still need to be designated)
• Make a task/resource plan for centrally managed project activities (postponed until the end of the pretest)
• Establish a Risk Management Plan (done)
• Set up an Advisory Board (pending; needs further clarification)

WP 2: Research

Lead: Beat Estermann

Team: Beat Estermann, Dorota Kawęcka, Sanna Marttila, Merete Sanderhoff, Maria de Vallibana, Gemma Echevarria, Joris Pekel

WP 2.1: Questionnaire Development

Goals:

• Finalize Draft 2 of the questionnaire based on feedback received (done)
• Verify Draft 2 of the questionnaire after it has been set up in the survey tool (done)
• Carry out the pretest in the Netherlands and 1-2 further countries (ongoing)
• Finalize the questionnaire based on pretest results (postponed, waiting for the pretest to be carried out in NL and PL)
• Define the processes regarding the translation of the questionnaire (quality management!) (ongoing)

WP 2.2: Research Methodology

Goals:

• Clarify the methodological issues surrounding data collection and the establishment of contact lists (done; communication with the national teams needs further attention)
• Draft an analysis plan for data analysis (done)

WP 3: Technical Support

Lead: Joris Pekel

Team: Dutch team, Finnish team (translation processes)

WP 3.1: Pretest

Goals:

• Implementation of Draft 2 of the questionnaire in the survey tool (done)
• Assist the research team with the pretest (ongoing)
• Select and set up the tool(s) to be used for the translation of the questionnaire (done)

WP4: Partnerships / Funding Requests

Lead: Lieke Ploeger (partnerships); vacant (funding requests)

Team:

Goals:

• Establish a partnership concept (done)
• Establish and formalize partnerships and document/communicate them on the wiki (ongoing)
• Follow-up on funding applications (done)
• Explore further funding opportunities (needs further attention)

Local Teams

Coordinators: Country coordinators

Team members: National teams

Goals:

• Constitute the national teams: role clarification, designation of a country coordinator (where this hasn't happened yet) (many teams still need to designate their country coordinator)
• Establish partnerships at a national level (with umbrella organisations, research institutions, etc.) (ongoing; needs further attention)
• Apply for funding if necessary / follow-up on funding requests (up to each team)
• Collect the e-mail addresses of the GLAMs to be surveyed, document the collection approach (ongoing; needs to be given top priority)
• Research particularities of your country and contribute to the development of the questionnaire (ongoing)

Phase Three: July - Sept. 2014

Status update of tasks as of 22 October 2014

WP 1: Project Management

Lead: Beat Estermann

Team: Lieke Ploeger (minutes)

Goals:

• Present the survey at OKFest in Berlin (done)
• Shortly present the survey at Wikimania in London (done)
• Issue the last call to enroll further national teams (deferred)
• Identify national coordinators (ongoing)
• Make a task/resource plan for centrally managed project activities (done)
• Follow-up on the Risk Management Plan (done)
• Clarify responsibilities within WP 3 (done)
• Set up an Advisory Board (dropped)

WP 2: Research

Lead: Beat Estermann

Team: Beat Estermann, Dorota Kawęcka, Sanna Marttila, Merete Sanderhoff, Maria de Vallibana, Gemma Echevarria, Joris Pekel

WP 2.1: Questionnaire Development

Goals:

• Carry out the pretest in the Netherlands and Poland (Netherlands: done; Denmark in form of a focus group discussion; Poland dropped)
• Finalize the questionnaire based on pretest results and further inputs received (done)
• Define, communicate, and monitor the processes regarding the translation of the questionnaire (quality management!) (done; monitoring is ongoing)

WP 2.2: Research Methodology

Goals:

• Communicate the methodological approach for data collection and the establishment of contact lists (done)
• Tackle issues encountered by the national teams; monitor the documentation of the collection approaches (ongoing)
• Update the analysis plan based on the final version of the questionnaire (deferred)

WP 2.3: Data Collection

Goals:

• Get everything ready for the administration of the survey during Oct./Nov. 2014 (deferred)

WP 3: Technical Support

Lead: Joris Pekel (needs clarification)

Team: Dutch team (needs clarification)

WP 3.1: Pretest

Goals:

• Set up the final version of the questionnaire in all required languages in the survey tool (done for English; translations pending)

WP4: Partnerships / Funding Requests

Lead: Lieke Ploeger (partnerships); vacant (funding requests)

Team:

Goals:

• Clarify and document/communicate partnerships on the wiki (ongoing)
• Explore further funding opportunities (deferred)

Local Teams

Coordinators: Country coordinators

Team members: National teams

Goals: (see country overview page for progress)

• Constitute the national teams: role clarification, designation of a country coordinator (where this hasn't happened yet)
• Establish partnerships at a national level (with umbrella organisations, research institutions, etc.)
• Have the e-mail addresses of the GLAMs to be surveyed ready; document the collection approach (this needs to be given top priority!)
• Apply for funding if necessary / follow-up on funding requests

Phase Four: Oct. - Dec. 2014

Status update of tasks as of 20 Jan. 2015

WP 1: Project Management

Lead: Beat Estermann

Team: Lieke Ploeger (minutes)

Goals:

• Issue the last call to enroll further national teams (deferred)
• Identify national coordinators and translation coordinators (done for about half of the countries and half of the languages; ongoing as the survey is being set up for further countries)
• Follow-up on the Risk Management Plan (done)

WP 2: Research

Lead: Beat Estermann

Team: Beat Estermann, Dorota Kawęcka, Sanna Marttila, Merete Sanderhoff, Maria de Vallibana, Gemma Echevarria, Joris Pekel

WP 2.1: Questionnaire Development

Goals:

• Monitor the processes regarding the translation of the questionnaire (quality management!) (ongoing)

WP 2.2: Research Methodology

Goals:

• Tackle issues encountered by the national teams; monitor the documentation of the collection approaches (ongoing)
• Update the analysis plan based on the final version of the questionnaire (done)

WP 2.3: Data Collection

Goals:

• Administer the survey in 1-2 countries during Nov./Dec. 2014 (Finland: completed / Poland: ongoing)

WP 3: Technical Support

Lead: Beat Estermann

Team:

Goals:

• Set up the final version of the questionnaire in all translated languages in the survey tool and generate the PDF versions (ongoing)
• Export the data for countries where the administration of the questionnaire has been completed (Finland: completed)

WP4: Partnerships / Funding Requests

Lead: Lieke Ploeger (partnerships); vacant (funding requests)

Team:

Goals:

• Clarify and document/communicate partnerships on the wiki (ongoing)
• Explore further funding opportunities (postponed)

Local Teams

Coordinators: Country coordinators

Team members: National teams

Goals: (see country overview page for progress)

• Constitute the national teams: role clarification, designation of a country coordinator (where this hasn't happened yet)
• Establish partnerships at a national level (with umbrella organisations, research institutions, etc.)
• Have the e-mail addresses of the GLAMs to be surveyed ready; document the collection approach (this needs to be given top priority!)
• Translate the survey into your local language(s)
• Localize the survey for your country
• Apply for funding if necessary / follow-up on funding requests
• Answer questions during the administration of the questionnaire

Phase Five: Jan. - March 2015

Status as of 28 April 2015

WP 1: Project Management

Lead: Beat Estermann

Team: Lieke Ploeger (minutes)

Goals:

• Identify national coordinators and translation coordinators (ongoing)
• Follow-up on the Risk Management Plan

WP 2: Research

Lead: Beat Estermann

Team: Beat Estermann, Maria de Vallibana, Sanna Marttila, Dorota Kawęcka, Laura Sillanpää, Piotr Janus, Molly Schwartz, further contributors to be defined

WP 2.1: Questionnaire Development

Goals:

• Monitor the processes regarding the translation of the questionnaire (quality management!) (ongoing)

WP 2.2: Research Methodology

Goals:

• Tackle issues encountered by the national teams; monitor the documentation of the collection approaches (ongoing)

WP 2.3: Data Collection

Goals:

• Administer the survey in 6-8 additional countries by the end of March (delayed)

WP 2.4: Data Analysis

Goals:

• Produce a preliminary report about the Finnish and Polish data for presentation at the GLAM-Wiki Conference in April (done)

WP 3: Technical Support

Lead: Beat Estermann

Team: none

Goals:

• Set up the final version of the questionnaire in all translated languages in the survey tool and generate the PDF versions (ongoing)
• Export the data for countries where the administration of the questionnaire has been completed (ongoing)

WP4: Partnerships / Funding Requests

Lead: Lieke Ploeger (partnerships); vacant (funding requests)

Team:

Goals:

• Clarify and document/communicate partnerships on the wiki (ongoing)
• Explore further funding opportunities (postponed)

Local Teams

Coordinators: Country coordinators

Team members: National teams

Goals: (see country overview page for progress)

• Constitute the national teams: role clarification, designation of a country coordinator (where this hasn't happened yet)
• Establish partnerships at a national level (with umbrella organisations, research institutions, etc.)
• Have the e-mail addresses of the GLAMs to be surveyed ready; document the collection approach (this needs to be given top priority!)
• Translate the survey into your local language(s)
• Localize the survey for your country
• Apply for funding if necessary / follow-up on funding requests
• Reply to questions during the administration of the questionnaire
• Follow-up with institutions which indicated that they would like to be contacted

Phases Six to Eight: April 2015 - December 2015

Centrally Coordinated Tasks

Lead: Beat Estermann

Goals:

• Administer the questionnaire in 10-12 additional countries by the end of 2015 (Progress Table)
• Export and publish the data (Available Data)
• Carry out preliminary data analyses
• Publish preliminary results at conferences, etc. (Slides, etc. to be published at the bottom of the project home page)

Local Teams

Coordinators: Country coordinators

Team members: National teams

Goals: (see country overview page for progress)

• Constitute the national teams: role clarification, designation of a country coordinator (where this hasn't happened yet)
• Establish partnerships at a national level (with umbrella organisations, research institutions, etc.)
• Have the e-mail addresses of the GLAMs to be surveyed ready; document the collection approach (this needs to be given top priority!)
• Translate the survey into your local language(s)
• Localize the survey for your country
• Apply for funding if necessary / follow-up on funding requests
• Reply to questions during the administration of the questionnaire
• Follow-up with institutions which indicated that they would like to be contacted