Book & Text Studies: Humanities Computing

6.1. Project Management

Rhodes University, Grahamstown, South Africa

Friday 12 September

Melissa Terras

Edward Vanhoutte

Certified by the Text Encoding Initiative

TOC | First


I. Friday 12 September Morning Project Management

Friday 12 September: a.m.

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  • 8.30-12.00: 6.1. Project Management
    • Instigation
    • Selecting and assessing
    • Deciding
    • Defining the project
    • Costing
    • Maintaining the records
    • Risk assessment and management
    • Grant applications

Project Management

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After this course, you should be aware of the issues involved in:
  • planning and instigating a project
  • costing a project
  • describing a project
  • running a project
  • maintaining a project
  • evaluating a project

This is a difficult session for us

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  • You may be a money generating wonder
  • You may be a project spitting wizard
  • You may be a whistle shouting morkel
  • You may be a consulting adviser to many projects
→ Help us out on this one

Instigation: So you want to run a project?

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  • Most projects start as an idea:
    • Reactive: respons to an external call or funding opportunity
      → Money is available, but which project and how to get the dosh?
      → Thematic or scholarly restrictions by the funding body (subject area, genre, time...)
    • Proactive: your institution initiates a project based on assessment of the collection or the needs
      → Project is defined, but how to get it funded?
Ideal situation: your institution has defined a project based on assessment, and the funding opportunity pops up.
→ But we're not living in an ideal world

Why digitizing?

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  • Preservation
  • Increasing access: high demand vs. historical or intellectual importance
  • Functionality
  • Collaboration with other project
  • Increasing awareness
  • Generating income

Selecting and Assessing

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Beowulf project?
→ The 'treasures' of the institution may not necessarily reflect the demand from users.
  • Assessing the materials
  • Assessing the infrastructure
  • Assessing the user needs
  • Assessing the status of the copyright

Assessing the materials

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  • What is your corpus like? (type and numbers): journals, letters, pages, photographs, posters, postcards, manuscripts, ...
  • Formats and nature of the material: medium, size, black and white vs colour, number of colours, handwritten vs printed
  • What is the overal condition of the material?
  • Are there any existing non-digital surrogates of the material (slides, photographs, microfilm) and what is their quality and condition?
  • What is the overal condition of the material?
  • Documentation and catalogues of the material? Can this be used for the naming of the files?
  • What is the copyright situation?
  • Are any of these materials yet digitized?
  • Could the physical format of the material tolerate possibel digitisation?
  • Is there need for preparation of the materials? (bindings, light-sensitive materials,...)
  • Will there be a need for special digitisation equipment? (cradles,...)
  • Can the material be removed to an external location? → Insurance

Assessing the infrastructure

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  • Do you have digitization equipment in-house?
  • What is your current machine park?
  • What is your current software situation?
  • Local support?
  • Do you have trained staff?
  • Do they have time in their schedules?
  • Do you have office space for the project officer(s)?
  • Furniture, computer, telephone, copier, fax machine,...

Assessing the user needs

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  • Who is your audience?
  • Why?
  • How big is your audience?
  • National of international?
  • Statistics from other projects?
  • How are you publicizing the project and its results?
  • Case reports
  • Consultation with user representatives

Assessing the status of the copyright.

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  • The material is out of copyright
  • The material is in copyright, but the rights to re-use are securable
  • The material is in copyright, but the ease by which the rights to re-use can be secured is unknown
  • The material is in copyright and securing the rights to use it will be difficult or impossible

Assessing the risks

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  • Technology
  • Physical infrastructure
  • Staff & staff procedures
  • Data integrity
  • Documentation
  • Insurance

Deciding & Defining the Project

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  • Cherry-picking
  • Prioritizing
  • Delimiting
  • Definition
→ this leads to a detailed description of your project

Detailed description

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  • Either on set forms
  • Or own format

Detailed description

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  • Full name of the project
  • Abbreviated name which is put on each page in the top righthand corner
  • Term of the project
  • Budget asked for
  • Directors of the project with contact address
  • Participators
  • Description of the project:
    • Contextualisation and definiton of the problem
    • Contents
    • Objectives
    • Contextualisation
  • Work schedule (phased)
  • Location and description of the materials:
    Location
    Extent of the corpus
    Accessibility of the materials
    Copyright status
  • Project location and exising infrastructure
  • Output
    • Products: partners?
    • Immediate relevance
    • Promotion and publicity
  • Budget

Detailed description

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Get the technical stuff right!!!!!!

Costing

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  • People Costs
  • Technical Costs
  • Building Costs
  • Consumables
  • Other

People Costs

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  • Salaries
    • Package
    • Medical Aid etc
    • Inflation and bonuses
  • Staff Training
    • Recruiting
    • Advertising
    • Interviewing etc
  • Insurance
  • Membership of Organisations
  • Subscriptions
  • Visitors
  • Consultants
  • Health and safety
  • Costs with liasing with other staff from other organizations

Technical Costs

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  • Hardware
    • Machines
      • Desktops
      • Portables
      • Servers
    • Peripherals
      • Scanners
      • CD Burners
      • Cameras
      • Printers
      • Projectors
      • Etc
    • Upgrades of hardware
  • Software
    • Initial costs
    • Licensing for other machines
    • Training programs
    • Documentation
    • Upgrades
  • Repairs and maintenance
  • Insurance
  • Networking costs
    • Internet
    • Intranet

Building Costs

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  • Office space
  • Archive space
  • Equipment
    • Tables, chairs, etc
  • Air conditioning, heating etc
  • Insurance

Consumable

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  • Electricity
    • Heating, lighting, air con, etc
  • Communication infrastructure
    • Telephones
    • Internet
  • Office consumables
    • Printer cartridges
    • Removable storage devices
      • Disks
      • CD-ROM
    • Paper
    • Postage
    • Etc
  • Petty Cash
  • Entertainment costs
  • Contingency fund
  • Copyright

Other

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  • Banking Costs
  • Transport
    • Between sites
    • Digital data
  • Publishing
  • Advertising and Publicit
  • Development for the web
  • External Backup services
  • Grant Applications
  • Feasibility Studies

Maintaining the records

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Once your project is finished, it's not over yet
  • Secured storage of your data
  • Data backups
  • Refreshing the data: every x years
    • where is it at the moment?
    • accessibility check
    • error check
  • Documentation

Grant application

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  • Networking: know of opportunities
  • Inventory of potential funders, programmes, calls
  • Sevetral small amounts of money do make a big sum
  • Letters of support (associations, TEI,...)
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