Business Planning
Planning checklist
A brief list of issues to consider when developing a business plan for your organization:
management structure (coordination, administration, technician, cataloguer, data entry, promotion)
skill assessment and development where necessary
staffing costs, based on range of staff involved and percentage of their time
incidental operating expenses (travel to conferences, office supplies)
stakeholders and arrangements for communicating with them (formal meetings, feedback, trials)
hardware costs (scalable storage requirements) - existing or new infrastructure?
software licensing - commercial solution vs cost of maintaining "open source"
system development costs such as customization and integration with existing systems
scope of content and designated authoritative decision makers when scope is disputed
marketing and promotion
population strategies - how will you obtain and enter content?
assisted submission vs self-submission to populate repository (consider implications of both quality of metadata vs staff time)
extent of services offered and by whom - eg the level of detail captured in the metadata
reporting requirements (administrative, alert services, custom reporting)
statistical requirements
file formats, conversion and transformation services which might be required
data entry standards
metadata standards: taxonomies, crosswalks, metadata creation, quality control, support services
data migration planning (ensuring data can be extracted for future solutions as well as imported)
review cycles to assess aspects of the repository implementation such as
organizational goals
software suitability in line with organizational goals
stakeholder engagement and feedback
system uptake
workflows
process improvement
scope of content housed
quality issues (metadata, reporting, file formats and pending obsolescence, consistency in data entry)
Information from other institutions
Building a business plan for DSpace, MIT Libraries Digital Institutional Repository (40K PDF)
General resources
Keystroke Economy: A Study of the Time and Effort Involved in Self-Archiving
For Whom the Gate Tolls? How and Why to Free the Refereed Research Literature Online Through Author/Institution Self-Archiving, Now.
