update and forward plan for enumerate - digitisation intelligence for europe

69
MSEG ENUMERATE Workshop Nick Poole, CEO, Collections Trust

Upload: nicholas-poole

Post on 11-Aug-2014

812 views

Category:

Data & Analytics


19 download

DESCRIPTION

Presentation to the European Member States Expert Group on digitisation, digital preservation and online access to cultural heritage, looking at the outcomes and next steps with the ENUMERATE project to create intelligence about digitisation for Europe.

TRANSCRIPT

Page 1: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

MSEG ENUMERATE WorkshopNick Poole, CEO, Collections Trust

Page 2: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

• Introduce the purpose of the ENUMERATE Thematic Network

• Review the key findings of the ENUMERATE surveys

• Answer your questions & benefit from your insights

• Plans for the future & key lessons learned

Aims for today

Page 3: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe
Page 4: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

• The State Library in Vienna is digitising its entire collection

• Having this material in digital form enables them to serve 1000s of researchers & members of the public every week

• The library could not resource physical access at this scale & to do so would risk permanently damaging the collection, denying access for future generations

• Making the commitment to access in digital form has opened up both new partnership opportunities and new ideas inspired by their collections, making them more relevant & helping deliver their core mission in a connected age

Context

Page 5: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

A defining challenge• The digitisation, digital preservation and

provision of meaningful access to Europe’s vast treasures of cultural heritage is one of the defining challenges for our generation. It is the fuel which will help power smart, sustainable growth, founded in the Enlightenment ideals that created the European Union.

Page 6: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Why ENUMERATE?• Digitisation, long-term preservation and provision

of online access to Europe’s cultural heritage presents an immense challenge

• Meeting this challenge depends on effective decision-making & prioritisation at institutional, Member State & European level

• Good decisions depend on current, accurate and relevant contextual information

• The provision of this information is the aim of ENUMERATE

Page 7: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe
Page 8: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe
Page 9: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

What kind of process is Digitisation?• Digitisation is an industrial-scale process that

happens through a combination of core management and additional directed activity

• As such ‘digitisation’ cannot easily be separated as a distinct entity from the other activities of the institution

• Although there are digitisation projects, digitisation itself is not a project

• The efficiency, impact & sustainability of this process is highly context-sensitive & different in different sectors

Page 10: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

One size does not fit all• “Digitisation” means different things in different sectors:

• In the AV & film community, digitisation is an urgent challenge of conversion from unstable formats

• In the library community, success equates to mass-digitisation, distributed access and discovery

• In the museum community, success is about boutique digitisation, curated content & end-user experiences

• In the archive community, success tends to be about management, preservation, discovery and connection

Page 11: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Who are the ENUMERATE Thematic Network?

Page 12: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe
Page 13: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

A European network of expertise

ENUMERATE Consortium(10 Project Partners)

Core Group(DEN,

DIGIBIS, CT, SPK)

National Coordinator

Project Manager

(CT)

Member States'

Expert Group (MSEG) on Digitisation and Digital

Preservation

Advisory Group(Invited

participants)

Coordinator (CT)

National Coordinator

National Coordinator

National Coordinator

Page 14: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Our role as Coordinator• Ensuring that the ENUMERATE project was managed in accordance

with the formal project management framework;

• Ensuring that deliverables were delivered on time and within scope

• Ownership of the overall project timeline and ensuring that activities were coordinated and dependencies met;

• Ownership of the change management process, and creation of necessary support tools and mechanisms.

Page 15: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

The Core Group• Meeting the objectives;

• Carrying out the tasks;

• Authoring the deliverables;

• Passing the milestones;

• Ensuring the quality of the work.

Page 16: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

The Advisory Group• Reviewing proposals for the ENUMERATE core and thematic

survey methodology;

• Making recommendations to promote engagement in ENUMERATE by the stakeholder communities;

• Providing technical and other specific expertise to ensure a valid outcome from ENUMERATE;

• Contributing to project deliverables

Page 17: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

National Coordinators• Personal and organisational commitment to the project;

• Representation of their National community;

• Provision of resources, contacts and perspective;

• Contribution to the development and rollout of the survey;

• Translation, localisation and analysis.

On behalf of the whole consortium, we would like to thank the National Coordinators, without whom the success of the project could not have been achieved

Page 18: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Who participated?

Page 19: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Participation by organisation type

Page 20: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Participating countries

+ important contributions from Cyprus, Monaco & Lichtenstein

Page 21: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

What were the original objectives of the ENUMERATE Thematic Network?

Page 22: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Objectives for ENUMERATEObjective 1:The development of a vibrant and sustainable European community of practice, connecting practitioners in statistical analysis and digital content creation and preservation and supporting the sharing of knowledge and best practices

Objective 2:The creation, promotion and development of a statistically-valid open methodology for surveying the digitisation, use, preservation and associated costs of cultural heritage materials in Member States

Page 23: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Objectives for ENUMERATEObjective 3:The implementation of a multi-annual programme of coordinated surveys based on this methodology, including wide-scale harmonised statistical data-gathering and more in-depth and analytical surveying of digitisation activities by European cultural heritage institutions

Objective 4:The creation and maintenance of an open, sustainable data platform to collate, analyse and promote the use of normalised data and intelligence arising from these surveys

Page 24: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

What did we do to achieve these objectives?

Page 25: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Key activities• Project began Feb 2011• Project identity established March 2011• Survey Methodology delivered December 2011• First ENUMERATE Core Survey January – March 2012• Launch of ENUMERATE Data Platform June 2012• Launch of ‘Thematic’ Survey December 2012• Second ENUMERATE Core Survey June - September

2013• Reporting of responses December 2013• Planning future development January 2014

Page 26: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

What has the ENUMERATE Thematic Network delivered so far?

Page 27: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Conceptual Framework• A conceptual model of how

digitisation activities can be quantified and measured in cultural heritage institutions

Page 28: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Survey Reports (2012 & 2013)• Two comprehensive survey reports

detailing the findings, analysing the data and uncovering trends

Page 29: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Executive Summaries• 4 Stakeholder Reports summarising

the key findings, highlighting national activities and presenting the data

Page 30: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Communications• Wide-scale engagement with the

professional community through social media, newsletters, email and other networks

Page 31: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Data Platform• An innovative, open platform through

which the data can be accessed, interrogated and used, including a dashboard to facilitate visualisation

Page 32: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Survey sample• An approach to sampling cultural

heritage organisations across Europe to ensure a reasonable coverage of institution types & scales

Page 33: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Multilingual survey• Thanks to our National Coordinators,

survey questionnaires were available in:

• Czech• Dutch• English• Estonian• French• Hungarian• Lithuanian• Polish• Slovenian• Spanish

Page 34: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Lots and lots of data!• ENUMERATE was successful in

generating raw data about digitisation activities across 1951 European institutions

Page 35: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

What did we already know? Some baseline figures...

Page 36: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

NUMERIC & SIG Stats• Predecessor project

‘NUMERIC’ provided core elements of methodology

• Special Interest Group on Statistics formed the core ENUMERATE consortium

Page 37: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Digitisation Costs Study• Estimated number of books to be digitised between 59 – 95m (compared to

Google Books estimate of a total of 135m titles in existence)

• An estimated 7m rare books, periodicals and incunabula to be digitised

• Estimated 265m man-made artefacts and 221m natural artefacts in museums (with a very significant margin of error!)

• More than 350m photographs in museums & archive collections

• Approximately 700,000 units of microfilm in library & archive collections

Page 38: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

What were the key findings of ENUMERATE?

Page 39: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Disparity between strategy & action

Page 40: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

An ongoing process

Page 41: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

A huge variety of collection types

Page 42: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

An emerging openness

Page 43: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

A preservation challenge

Page 44: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

An economic puzzle

Page 45: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Key figures (core survey 1)• c83% of cultural heritage institutions have a digital collection;

• c20% of all collections have been digitised and c57% still needs to be digitised (for 23% of collections over all there is no need to digitise);

• More than 50% of cultural heritage institutions collect born digital materials;

• c34% of institutions have a digitisation strategy;

• c85% of institutions use Web statistics to measure the use of their digital collections;

• 2 years from now institutions estimate to make twice as much of their collections accessible through Europeana as compared to today;

• On average 3.3% of paid staff in all cultural heritage institutions is working full time on digitisation.

Page 46: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Key figures (core survey 2)• The number of institutions with a distinct digitisation policy is 36%, which is

slightly higher than it was in 2012 (34%). However, more than 87% of institutions say they have a digital collection (this was 83% in Core Survey 1)

• If we take all types of heritage institutions together, approximately 17% of the analogue collections has been digitally reproduced, whereas about 52% still needs to be digitised (for an estimated 30% of all collections there is no need to digitise)

• If we cautiously assume that these 17% has been digitised in the past 10 years, it will take at least 30 years to meet the present digitisation needs of European heritage institutions.

Page 47: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

What did we achieve, what is the impact and what did we learn?

Page 48: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Achievements: Community• Providing continuity of effort with previous networks/SIG

• Creating a vibrant network across Europe

• Securing participation from 27 Member States & MSEG

• A huge voluntary contribution of time and effort

• Effective engagement with European/sector-wide initiatives

• A strong identity and good brand-recognition

• Excellent knowledge exchange

Page 49: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Achievements: Process• Creating & refining a viable methodology

• Building on past achievements/survey activity

• Achieving consensus on standards & definitions (normalisation)

• Delivering a solid body of multi-lingual survey activity

• Providing full documentation of methodology & rationale

• A significant advance in the state-of-the-art & a good foundation for future efforts

Page 50: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Achievements: Intelligence• A body of evidence highlighting key strategic challenges and

opportunities in digitisation

• An open data platform, providing strategic sector intelligence for public & private sector use

• A corpus of professional analysis and insight into the digital transformation of Europe’s cultural heritage sector

• Connection to long-term, coordinated evidence-gathering at European, Member State and institutional levels

• Improved, current data about European cultural institutions

Page 51: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Objectives• Community of practice • Valid open methodology • Coordinated surveys • Data and intelligence

ENUMERATE has achieved significant advances in the field – where previously activity was diffuse and fragmented, our future efforts can now be built on a foundation of best practice, tried-and-tested methods, standards and definitions

Page 52: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

What didn‘t go so well?• Cannot claim statistical validity on the basis of the sample from the 2

ENUMERATE Core Surveys

• There is no single, authoritative way to measure digitisation activity across all domains

• Concerns about validity of findings relating to AV material (partly as a result of non-participation by AV community)

• ‘In-depth’ survey activity hampered by lack of resources

Page 53: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Lessons learned• Critical success factors include:

• Existing policy environment• Strategic commitment by organisations & agencies• Individual personal commitment• Structure of the sector in each Member State• Consistency of personnel in institutions• Continuity of previous efforts (NUMERIC, SIG STATS)• Embedding into existing frameworks for reporting• Longitudinal data-gathering and analysis

Page 54: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Impacts• At a European level, ENUMERATE has impacted on policy (MSEG) and

delivery (Europeana v3)

• At a National level, ENUMERATE has informed national policies & funding programmes (for example in the Netherlands and UK)

• At an institutional level, ENUMERATE has encouraged organisations to revisit their policies for digitisation & preservation

• At a professional level, ENUMERATE has promoted collaboration, knowledge-sharing & networking between experts

Page 55: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

How does this relate to other initiatives?

Page 56: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

European Statistical surveys• EGMUS• Conference of European National Librarians (CENL):• European Association for Library & Information Education and Research (EUCLID)• European Bureau of Library, Information and Documentation Associations (EBLIDA)• European Commission on Preservation and Access (ECPA)• European Confederation of Conservator-restorers' Organisations (ECCO)• Europa Nostra – pan-European Federation for Cultural Heritage• The EUROPEAN FORUM of HERITAGE ASSOCIATIONS• European Network of Cultural Centres/Historic Monuments (ACCR)• ICOM-Europe – International Council of Museums Europe Alliance• NEMO - The Network of European Museum Organisations

Page 57: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Interaction outside Europe• Institute for Museum at Library Services (Washington)• Smithsonian (Washington)• Instituto Brasileiro de Museus (IBRAM, Brasilia)• Board of Museum Computer Network (United States)• ISO TC46 SC8 (Quality - Statistics and performance evaluation)• WG11 International museum statistics

Page 58: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

National Registration/surveying• A key component of our future success lies in securing the integration

of the ENUMERATE core methodology into National statistical work

• We need to liaise with National Coordinators to understand and improve our modelling of national statistical efforts & how they can connect up into an overall European picture

Page 59: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Private sector market analysis• Survey data had been requested for download 30 times as at

February 2014

• 7 Universities requested the full data for research projects

• 3 private companies including Boston Consulting Group requested access to the full data

• Engagement with the Google Cultural Institute and digitisation project to share further insights and intelligence

Page 60: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Where do we go from here?

Page 61: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Critical Success Factors• Digitisation is a long-term transition for Europe’s cultural heritage

sector

• Effective monitoring & strategic intelligence depends on longitudinal analysis

• We need to embed this as an ongoing data-gathering process:

• At European level (eg. in bi-annual reporting to MSEG)• At Member State level (eg. in annual Registration processes)• At Institutional level (eg. in Performance Indicators/reports)

Page 62: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

Europeana v3!• Digitaal Erfgoed Nederlands (DEN) and the Collections Trust have

joined the consortium for Europeana version 3

• Bringing the ENUMERATE methodology to bear on providing statistical data for Europeana’s planning and development as a core service platform

• At least one more year of survey activity

• A channel to promote and disseminate the findings

Page 63: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe
Page 64: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe
Page 65: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

ENUMERATE Partnership Agreement• We are committed to sustaining the effort and impact of ENUMERATE to

inform future work

• The purpose of this Agreement is to set out a framework of agreed actions and activities to support:

• Ongoing access to the data and documentation developed by the EC-funded ENUMERATE Thematic Network;

• Networking and knowledge-sharing activities to promote the future development of the ENUMERATE methodology;

• Collaboration to embed the ENUMERATE methodology and Conceptual Framework into institutional, National and European data-gathering initiatives on Digitisation.

Page 66: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

ENUMERATE Partnership Agreement• Participants commit to:

• Promote awareness of ENUMERATE and its findings

• Promote the findings of the ENUMERATE Thematic Network

• Meet annually to review progress and to identify opportunities for further development;

• Encourage the embedding of the ENUMERATE methodology and national data-gathering efforts

• Develop key messages and policy recommendations to inform decision-making by the European Commission;

• Work to identify future opportunities to build on ENUMERATE

Page 67: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe

We need you!• Sign up to the Partnership Agreement

• Promote awareness of ENUMERATE in your community

• Where possible, embed the methodology in your national statistical work

• Encourage your communities to participate in the work for Europeana v3

• Tell us your ideas!

Page 69: Update and forward plan for ENUMERATE - Digitisation intelligence for Europe