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[edit]

Status update of tasks as of 3 April 2014

WP 1: Project Management[edit]

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[edit]

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[edit]

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[edit]

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[edit]

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[edit]

Status update of tasks as of 4 July 2014

WP 1: Project Management[edit]

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[edit]

Lead: Beat Estermann

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

WP 2.1: Questionnaire Development[edit]

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[edit]

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[edit]

Lead: Joris Pekel

Team: Dutch team, Finnish team (translation processes)

WP 3.1: Pretest[edit]

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[edit]

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[edit]

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[edit]

Status update of tasks as of 22 October 2014

WP 1: Project Management[edit]

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[edit]

Lead: Beat Estermann

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

WP 2.1: Questionnaire Development[edit]

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[edit]

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[edit]

Goals:

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

WP 3: Technical Support[edit]

Lead: Joris Pekel (needs clarification)

Team: Dutch team (needs clarification)

WP 3.1: Pretest[edit]

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[edit]

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[edit]

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[edit]

Status update of tasks as of 20 Jan. 2015

WP 1: Project Management[edit]

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[edit]

Lead: Beat Estermann

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

WP 2.1: Questionnaire Development[edit]

Goals:

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

WP 2.2: Research Methodology[edit]

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[edit]

Goals:

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

WP 3: Technical Support[edit]

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[edit]

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[edit]

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[edit]

Status as of 28 April 2015

WP 1: Project Management[edit]

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[edit]

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[edit]

Goals:

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

WP 2.2: Research Methodology[edit]

Goals:

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

WP 2.3: Data Collection[edit]

Goals:

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

WP 2.4: Data Analysis[edit]

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[edit]

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[edit]

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[edit]

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[edit]

Centrally Coordinated Tasks[edit]

Lead: Beat Estermann

Goals:

Local Teams[edit]

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