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Tracking Digital Impact
    A Quick Introduction
           Kent McClymont
          University of Exeter
      k.mcclymont@exeter.ac.uk
    http://emps.exeter.ac.uk/impact




                                      1
Background


      • Business, Community and Public
        Engagement is undergoing a series of
        methodological changes.

      • Greater focus on understanding and
        formalising to support monitoring,
        reporting and analysis.

      • Facilitated through Beacons and projects
        like the JISC funded embedding BCE call.

23rd October 2012     Tracking Digital Impact - OA Week   2
Aims

      • Synthesize and share the dot.rural (Aberdeen)
        digital engagement strategy and learning for
        use at Plymouth & Exeter

      • Develop a tool to enable researchers to
        effectively assess and plan project BCE
        activities via digital engagement.

      • Demonstrate the tool through case studies at
        Plymouth participating institutes.

23rd October 2012       Tracking Digital Impact - OA Week   3
Activities

      • Survey at Aberdeen of digital engagement
        activities.

      • Assessment of current state at Plymouth and
        Exeter.

      • Creation of the TDI tool based on dot.rural
        experience.

      • Use of TDI tool in large project (Natural
        Connections) at Plymouth and

23rd October 2012       Tracking Digital Impact - OA Week   4
TDI Tool

      • [L1] Links
            – The TDI tool is prefaced with a set of links to other related
              resources.

      • [Q1] Questions
            – A set of key critical questions are outlined at the start of the tool
              which are designed to help users assess their needs.

      • [D1] Definitions
            – Definitions are provided for a wide set of different methods and
              technologies related to digital engagement.

      • [G1] Guidance
            – For each definition a set of guidance notes are given to aid planning.


23rd October 2012                   Tracking Digital Impact - OA Week                  5
TDI Tool -- Sample

      •    [Q1] How do I currently connect?

      Assess what forms of digital communications you currently use. Do you use a website to publish
      materials? Are you on social media sites? Are these public or private?...

      •    [Q1.1] Is it a push media or is there discourse?

      Does your website collect feedback? Is the feedback published? Do users communicate with one
      another? Does the feedback affect the project practicalities? …

      •    [Q2] Do I need a specific channel to connect with different user groups?

      •    [Q3] What is the purpose of the engagement?

      •    [Q4] Can I evidence the engagement?

      •    [Q5] Do I expect to facilitate impact from the engagement?

      •    [Q6] What evidence supports the case for impact?

      ⋮



23rd October 2012                         Tracking Digital Impact - OA Week                            6
TDI Tool -- Sample

      •    [Q1] How do I currently connect?

      Assess what forms of digital communications you currently use. Do you use a website to publish
      materials? Are you on social media sites? Are these public or private?...

      •    [Q1.1] Is it a push media or is there discourse?

      Does your website collect feedback? Is the feedback published? Do users communicate with one
      another? Does the feedback affect the project practicalities? …

      •    [Q2] Do I need a specific channel to connect with different user groups?

      •    [Q3] What is the purpose of the engagement?

      •    [Q4] Can I evidence the engagement?

      •    [Q5] Do I expect to facilitate impact from the engagement?

      •    [Q6] What evidence supports the case for impact?

      ⋮



23rd October 2012                         Tracking Digital Impact - OA Week                            7
TDI Tool -- Sample

      •    [D3.4] Social Media
            Definition: ‘Social Media’ refers to technologies, like Facebook and Google+, which provide web based long
                term communication and information sharing between people. Importantly, social media incorporate
                social network information through connections, often called ‘friends’, which control how people share
                messages, ‘blog posts’, ‘statuses’, and digital media...
            Use: Most social media sites, like Facebook, have facilities specifically for groups, organisations and companies
                to develop their “social presence.” These corporate accounts can be used to communicate with a target
                demographic and establish informal, long lasting communications...
            –   [3.4.G1] Do you use social media personally?
                    It is important to create a clear distinction between your personal, professional and engagement profiles. Each profile has a
                          specific purpose. Your personal account should only be used for communicating with friends and family and be
                          protected from strangers and colleges...
            –   [3.4.G2] Are you involved in multiple projects with social media?
                    When developing a social media presence it is important to decide if you want to link your activities between projects. The
                      best policy is usually to connect your different accounts in a transparent way unless you are dealing with sensitive or
                      private social media groups – such as medical groups...
            –   [3.4.G3] Does the project have multiple researchers involved in social media?
            ⋮
            –   [3.4.D1] Analytics
                    Definition: Unlike ‘web analytics’, social media analytics can be used to monitor an individual’s engagement over a long
                        period by monitoring their activity on managed parts of the social media network, such as ‘group pages’, as well as use
                        of tagging, such as ‘hash tags’...
            ⋮




23rd October 2012                                      Tracking Digital Impact - OA Week                                                            8
Learning

      • Business and Industry already lots of experience of
        “consumer driven” BCE which can be adopted.


      • TDI tool effective for self-assessment at planning stage of
        project.


      • TDI tool aids development of dissemination and
        engagement activity planning.


      • Digital BCE is unpredictable and continues long after
        projects finish – TDI and self-assessment should be an
        ongoing part of any digital BCE project.

23rd October 2012           Tracking Digital Impact - OA Week         9
Future Development


      • Website for ongoing Digital Engagement
        case study at Exeter

            – http://emps.exeter.ac.uk/impact


      • Publish a final draft of the TDI tool (~21st
        Nov.)

      • TDI dissemination workshop (~21st Nov.)

23rd October 2012          Tracking Digital Impact - OA Week   10

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Tracking Digital Impact - A Quick Introduction

  • 1. Tracking Digital Impact A Quick Introduction Kent McClymont University of Exeter k.mcclymont@exeter.ac.uk http://emps.exeter.ac.uk/impact 1
  • 2. Background • Business, Community and Public Engagement is undergoing a series of methodological changes. • Greater focus on understanding and formalising to support monitoring, reporting and analysis. • Facilitated through Beacons and projects like the JISC funded embedding BCE call. 23rd October 2012 Tracking Digital Impact - OA Week 2
  • 3. Aims • Synthesize and share the dot.rural (Aberdeen) digital engagement strategy and learning for use at Plymouth & Exeter • Develop a tool to enable researchers to effectively assess and plan project BCE activities via digital engagement. • Demonstrate the tool through case studies at Plymouth participating institutes. 23rd October 2012 Tracking Digital Impact - OA Week 3
  • 4. Activities • Survey at Aberdeen of digital engagement activities. • Assessment of current state at Plymouth and Exeter. • Creation of the TDI tool based on dot.rural experience. • Use of TDI tool in large project (Natural Connections) at Plymouth and 23rd October 2012 Tracking Digital Impact - OA Week 4
  • 5. TDI Tool • [L1] Links – The TDI tool is prefaced with a set of links to other related resources. • [Q1] Questions – A set of key critical questions are outlined at the start of the tool which are designed to help users assess their needs. • [D1] Definitions – Definitions are provided for a wide set of different methods and technologies related to digital engagement. • [G1] Guidance – For each definition a set of guidance notes are given to aid planning. 23rd October 2012 Tracking Digital Impact - OA Week 5
  • 6. TDI Tool -- Sample • [Q1] How do I currently connect? Assess what forms of digital communications you currently use. Do you use a website to publish materials? Are you on social media sites? Are these public or private?... • [Q1.1] Is it a push media or is there discourse? Does your website collect feedback? Is the feedback published? Do users communicate with one another? Does the feedback affect the project practicalities? … • [Q2] Do I need a specific channel to connect with different user groups? • [Q3] What is the purpose of the engagement? • [Q4] Can I evidence the engagement? • [Q5] Do I expect to facilitate impact from the engagement? • [Q6] What evidence supports the case for impact? ⋮ 23rd October 2012 Tracking Digital Impact - OA Week 6
  • 7. TDI Tool -- Sample • [Q1] How do I currently connect? Assess what forms of digital communications you currently use. Do you use a website to publish materials? Are you on social media sites? Are these public or private?... • [Q1.1] Is it a push media or is there discourse? Does your website collect feedback? Is the feedback published? Do users communicate with one another? Does the feedback affect the project practicalities? … • [Q2] Do I need a specific channel to connect with different user groups? • [Q3] What is the purpose of the engagement? • [Q4] Can I evidence the engagement? • [Q5] Do I expect to facilitate impact from the engagement? • [Q6] What evidence supports the case for impact? ⋮ 23rd October 2012 Tracking Digital Impact - OA Week 7
  • 8. TDI Tool -- Sample • [D3.4] Social Media Definition: ‘Social Media’ refers to technologies, like Facebook and Google+, which provide web based long term communication and information sharing between people. Importantly, social media incorporate social network information through connections, often called ‘friends’, which control how people share messages, ‘blog posts’, ‘statuses’, and digital media... Use: Most social media sites, like Facebook, have facilities specifically for groups, organisations and companies to develop their “social presence.” These corporate accounts can be used to communicate with a target demographic and establish informal, long lasting communications... – [3.4.G1] Do you use social media personally? It is important to create a clear distinction between your personal, professional and engagement profiles. Each profile has a specific purpose. Your personal account should only be used for communicating with friends and family and be protected from strangers and colleges... – [3.4.G2] Are you involved in multiple projects with social media? When developing a social media presence it is important to decide if you want to link your activities between projects. The best policy is usually to connect your different accounts in a transparent way unless you are dealing with sensitive or private social media groups – such as medical groups... – [3.4.G3] Does the project have multiple researchers involved in social media? ⋮ – [3.4.D1] Analytics Definition: Unlike ‘web analytics’, social media analytics can be used to monitor an individual’s engagement over a long period by monitoring their activity on managed parts of the social media network, such as ‘group pages’, as well as use of tagging, such as ‘hash tags’... ⋮ 23rd October 2012 Tracking Digital Impact - OA Week 8
  • 9. Learning • Business and Industry already lots of experience of “consumer driven” BCE which can be adopted. • TDI tool effective for self-assessment at planning stage of project. • TDI tool aids development of dissemination and engagement activity planning. • Digital BCE is unpredictable and continues long after projects finish – TDI and self-assessment should be an ongoing part of any digital BCE project. 23rd October 2012 Tracking Digital Impact - OA Week 9
  • 10. Future Development • Website for ongoing Digital Engagement case study at Exeter – http://emps.exeter.ac.uk/impact • Publish a final draft of the TDI tool (~21st Nov.) • TDI dissemination workshop (~21st Nov.) 23rd October 2012 Tracking Digital Impact - OA Week 10