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Communities, Innovation and Sustainability
               The activities of the UKOLN Innovation Support Centre

                                              http://isc.ukoln.ac.uk/

                                     Paul Walk (p.walk@ukoln.ac.uk)
introducing the UKOLN ISC
the UKOLN Innovation Support Centre (ISC)

• funded by JISC with mixture of ‘core’ and project funding        UK Government
                                                               Department for Business,
                                                                 Innovation and Skills
• supporting (technical) innovation in the UK H/FE sectors
   • helping HEIs become more innovative
   • helping HEIs exploit the JISC innovation
   • helping HEIs exploit the innovation of other HEIs         Higher Eduction Funding
                                                                 Council for England
                                                                      (HEFCE)
• moving from a project-based operation to a more
  service-based one

• very interested in sustainability, but narrowing the focus   Joint Information Systems
                                                                       Committee
  to continuity as a design goal for the new organisation                 (JISC)


• a core staff, with extensive use of external consultants

                                                                  UKOLN Innovation
                                                                   Support Centre
                                                                    (UKOLN ISC)
core staff (16 and growing)

• ISC Exec                    • Content & Expertise
   • Paul Walk (Director)        • Thom Bunting
   • Brian Kelly                 • Talat Chaudhri
   • Sally Lewis                 • Julian Cheal
                                 • Mark Dewey
• Admin                          • Kora Golub (on maternity leave)
   • Ruth Burt                   • Brian Kelly
   • Sarah Hext                  • Mahendra Mahey
   • Jackie Lawton               • Rosemary Russell
   • Sally Lewis                 • Adrian Stevenson
                                 • Stephanie Taylor
• Events                         • Emma Tonkin
   • Natasha Bishop              • Paul Walk
   • Michelle Smith              • Richard Waller
ISC fundamentals

• priority is to establish:

   • service and continuity
      • core staff (developing roles and relationships which are relatively
        stable)
      • taking a longer view than the end of the next project or even
        programme

   • reliability
      • an organisation which is trusted to look after important things

   • close JISC programme support
      • specific programmes and cross-programme support
      • programme design

   • a clear understanding of how innovation can and should be supported
     in the further and higher education sectors
planning, monitoring, reporting
areas of work
direct programme support

• programme design

• consultation & technical advice

• synthesis of outputs

• examples:

   • Discovery - a major resource
     discovery effort in the UK based on
     aggregating the metadata records of
     libraries, museums and archives

   • RIM

      • euroCRIS Affiliate
cross-programme support

• workshops to allow the funder to
  reach communities of practice for
  consultation

• examples:

  • DevCSI

  • Metadata Forum

  • a forum for those people
    supporting eResearch who deal
    with metadata management as
    part of their duties - a
    community of practice
horizon scanning & pattern recognition

• JISC Observatory

  • observing: listening for the
    weak signals from the
    communities we work with

  • sense-making: looking for
    patterns

  • synthesising: drawing
    conclusions and making
    recommendations for
    investment

  • communicating the results
    back to the community
evidence gathering

• collecting
  evidence of usage
  of technologies
  and standards

• justifying
  investment

• making opaque
  rationales more
  explicit - “this is
  why we
  recommend that
  you use standard
  x”
supporting communities practicing innovation

• events, events,
  events

• DevCSI -
  developers

• Metadata Forum -
  practitioners in
  metadata
  management

• IWMW -
  Institutional Web
  Managers
infrastructure to support innovation
incubation

• an idea we are developing as part of the Innovation Zone for the UK
  RepositoryNet work

• software which is ahead of its time needs to be looked after and kept alive
  before it is more widely adopted

• good software often is developed in advance of large-scale demand

• Apache Foundation offer an interesting model of requirements for incubation

• am very interested in views/ideas/opinions about this
advice, synthesis, guidance, reference

• ongoing (mainly technical) advice
  and guidance to the JISC and to
  those organisations with which the
  JISC has a relationship

• synthesis of programme outputs

• help with road-mapping

• dissemination to the wider
  community

• Ariadne

• Technical Foundations Website
standards

• UKOLN ISC staff represent UK HE sector on several standards bodies/
  boards/groups

• so many engagements that I’m reviewing this now

• important examples would include:

  • W3C

  • International DOI Foundation

  • Dublin Core Metadata Initiative

  • SWORD

• we also manage external agents - e.g. on the ORCID TAG
technical innovation (UKOLN Labs)

• important to retain a
  capacity to do
  technical innovation
  ‘in house’

• developed some
  tools to aid our
  support for people
  developing
  application profiles
  of metadata
  standards
components, activities and outputs
                                              R&D, Future-looking

                                                                                       Various dev projects
                                                                        Tech
 DC Usage Study
                                Evidence                             Innovation
                                                     JISC                                labs.ukoln.ac.uk
  Ac. Bookmarks
                                Gathering                             & Horizon
                                                  Observatory
                                                                      Scanning            Org identifiers


                                                                           Incubator
                         ISKB



      RDTF                                                                                   RepUK
                                 Technical       Technical          Infrastructure
Future Repositories                                                                         SWORD
                                 Advisory       Foundations
 Standards Bodies                                                                            OARR

                         Tech
                      Foundations
                         Site

  RIM webpages
                                                                                        Metadata Forum
 Tech Foundations                                                   Advocacy &
                                Synthesis &
                                                                    Communities              DevCSI
Metadata webpages                Reference
                                                                    Engagement
                                                                                           Web Focus
  Briefing papers

                                              Practice, Embedding
some observations
COP are increasingly important to our innovation
support mission

• where programmes are ultimately directed at institutions, our cross-
  programme support has largely evolved into support for communities of
  practice

  • developers, metadata wranglers, information professionals

  • participants from HEIs, public bodies, commercial suppliers
direct engagement at all levels

• such communities can make parts of our eResearch ‘ecosystem’ accessible
  to our funders

• this kind of activity can give a strategic voice to important constituents who
  are not often heard otherwise

• the reverse is also true - funders can more directly reach ‘hidden’
  constituents, influencing their world-view & shaping their capabilities
working through COP can be a very cost effective
to increase capacity in the sector

• using DevCSI as an example:

  • £85K training delivered in 2 days of a ~£60K 4 day event at dev8D

• the COP provides a staff development opportunity for developers which is
  attractive to their institutional managers

• the UKOLN ISC’s involvement in the COP support work means that we can
  create capacity building opportunities which empower the COP
a different emphasis for the UKOLN ISC

from this....                                 ...to this

 Joint Information Systems                     Joint Information Systems
         Committee                                     Committee
            (JISC)                                        (JISC)

                                                                               Funds
                                                                      Funds
        Funds          Funds                          Funds                                               Higher & Further
                                                                                                              Education
                                                                                                             Institutions



Higher Education
                                                                                       Community
                       Supports   UKOLN ISC      UKOLN ISC          Supports                                      Commercial
   Institution                                                                             of                   service provider
                                                                                        Practice                   or product
                                                                                                                    vendor


                                                                                        Other public
                                                                                        bodies (e.g.
                                                                                       British Library)
some open questions....
questions

• engagement with communities of practice is a good way to encourage,
  capture and share innovation

   • but is it sustainable?

• how far should funders go in directly sustaining communities of practice?

   • governance, measuring impact, demonstrating ROI?

• can we benefit from international collaboration to support COP?

• when should we seek:

   • to embed into institutions?
   • to invest in national centres?
   • to allow a community of practice to ‘take ownership’?

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Innovation, community, sustainability

  • 1. Communities, Innovation and Sustainability The activities of the UKOLN Innovation Support Centre http://isc.ukoln.ac.uk/ Paul Walk (p.walk@ukoln.ac.uk)
  • 3. the UKOLN Innovation Support Centre (ISC) • funded by JISC with mixture of ‘core’ and project funding UK Government Department for Business, Innovation and Skills • supporting (technical) innovation in the UK H/FE sectors • helping HEIs become more innovative • helping HEIs exploit the JISC innovation • helping HEIs exploit the innovation of other HEIs Higher Eduction Funding Council for England (HEFCE) • moving from a project-based operation to a more service-based one • very interested in sustainability, but narrowing the focus Joint Information Systems Committee to continuity as a design goal for the new organisation (JISC) • a core staff, with extensive use of external consultants UKOLN Innovation Support Centre (UKOLN ISC)
  • 4. core staff (16 and growing) • ISC Exec • Content & Expertise • Paul Walk (Director) • Thom Bunting • Brian Kelly • Talat Chaudhri • Sally Lewis • Julian Cheal • Mark Dewey • Admin • Kora Golub (on maternity leave) • Ruth Burt • Brian Kelly • Sarah Hext • Mahendra Mahey • Jackie Lawton • Rosemary Russell • Sally Lewis • Adrian Stevenson • Stephanie Taylor • Events • Emma Tonkin • Natasha Bishop • Paul Walk • Michelle Smith • Richard Waller
  • 5. ISC fundamentals • priority is to establish: • service and continuity • core staff (developing roles and relationships which are relatively stable) • taking a longer view than the end of the next project or even programme • reliability • an organisation which is trusted to look after important things • close JISC programme support • specific programmes and cross-programme support • programme design • a clear understanding of how innovation can and should be supported in the further and higher education sectors
  • 8. direct programme support • programme design • consultation & technical advice • synthesis of outputs • examples: • Discovery - a major resource discovery effort in the UK based on aggregating the metadata records of libraries, museums and archives • RIM • euroCRIS Affiliate
  • 9. cross-programme support • workshops to allow the funder to reach communities of practice for consultation • examples: • DevCSI • Metadata Forum • a forum for those people supporting eResearch who deal with metadata management as part of their duties - a community of practice
  • 10. horizon scanning & pattern recognition • JISC Observatory • observing: listening for the weak signals from the communities we work with • sense-making: looking for patterns • synthesising: drawing conclusions and making recommendations for investment • communicating the results back to the community
  • 11. evidence gathering • collecting evidence of usage of technologies and standards • justifying investment • making opaque rationales more explicit - “this is why we recommend that you use standard x”
  • 12. supporting communities practicing innovation • events, events, events • DevCSI - developers • Metadata Forum - practitioners in metadata management • IWMW - Institutional Web Managers
  • 14. incubation • an idea we are developing as part of the Innovation Zone for the UK RepositoryNet work • software which is ahead of its time needs to be looked after and kept alive before it is more widely adopted • good software often is developed in advance of large-scale demand • Apache Foundation offer an interesting model of requirements for incubation • am very interested in views/ideas/opinions about this
  • 15. advice, synthesis, guidance, reference • ongoing (mainly technical) advice and guidance to the JISC and to those organisations with which the JISC has a relationship • synthesis of programme outputs • help with road-mapping • dissemination to the wider community • Ariadne • Technical Foundations Website
  • 16. standards • UKOLN ISC staff represent UK HE sector on several standards bodies/ boards/groups • so many engagements that I’m reviewing this now • important examples would include: • W3C • International DOI Foundation • Dublin Core Metadata Initiative • SWORD • we also manage external agents - e.g. on the ORCID TAG
  • 17. technical innovation (UKOLN Labs) • important to retain a capacity to do technical innovation ‘in house’ • developed some tools to aid our support for people developing application profiles of metadata standards
  • 18. components, activities and outputs R&D, Future-looking Various dev projects Tech DC Usage Study Evidence Innovation JISC labs.ukoln.ac.uk Ac. Bookmarks Gathering & Horizon Observatory Scanning Org identifiers Incubator ISKB RDTF RepUK Technical Technical Infrastructure Future Repositories SWORD Advisory Foundations Standards Bodies OARR Tech Foundations Site RIM webpages Metadata Forum Tech Foundations Advocacy & Synthesis & Communities DevCSI Metadata webpages Reference Engagement Web Focus Briefing papers Practice, Embedding
  • 20. COP are increasingly important to our innovation support mission • where programmes are ultimately directed at institutions, our cross- programme support has largely evolved into support for communities of practice • developers, metadata wranglers, information professionals • participants from HEIs, public bodies, commercial suppliers
  • 21. direct engagement at all levels • such communities can make parts of our eResearch ‘ecosystem’ accessible to our funders • this kind of activity can give a strategic voice to important constituents who are not often heard otherwise • the reverse is also true - funders can more directly reach ‘hidden’ constituents, influencing their world-view & shaping their capabilities
  • 22. working through COP can be a very cost effective to increase capacity in the sector • using DevCSI as an example: • £85K training delivered in 2 days of a ~£60K 4 day event at dev8D • the COP provides a staff development opportunity for developers which is attractive to their institutional managers • the UKOLN ISC’s involvement in the COP support work means that we can create capacity building opportunities which empower the COP
  • 23. a different emphasis for the UKOLN ISC from this.... ...to this Joint Information Systems Joint Information Systems Committee Committee (JISC) (JISC) Funds Funds Funds Funds Funds Higher & Further Education Institutions Higher Education Community Supports UKOLN ISC UKOLN ISC Supports Commercial Institution of service provider Practice or product vendor Other public bodies (e.g. British Library)
  • 25. questions • engagement with communities of practice is a good way to encourage, capture and share innovation • but is it sustainable? • how far should funders go in directly sustaining communities of practice? • governance, measuring impact, demonstrating ROI? • can we benefit from international collaboration to support COP? • when should we seek: • to embed into institutions? • to invest in national centres? • to allow a community of practice to ‘take ownership’?

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