GLAM/OpenGLAM Benchmark Survey/Implementation Plan

Note that the webpages related to the OpenGLAM Benchmark Survey are no longer maintained; an archived version is available at Zenodo.

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