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Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

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Page 1: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

Why and how you value your plumber:

establishing and conveying value inthe outcomes of a data virtual

organization.

Why and how you value your plumber:

establishing and conveying value inthe outcomes of a data virtual

organization.

Peter Fox (TWC/RPI)ESIP, Jan 4. 2011

Peter Fox (TWC/RPI)ESIP, Jan 4. 2011

Page 2: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

What you will hearWhat you will hear

A bit of history – plumbers (PG13) Why – VOs: Outcomes and value How

Evaluating – really, really? Provenance for a virtual organization?

Opportunities for ESIP and Type Is A rough attempt to pull it all

together

A bit of history – plumbers (PG13) Why – VOs: Outcomes and value How

Evaluating – really, really? Provenance for a virtual organization?

Opportunities for ESIP and Type Is A rough attempt to pull it all

together

Page 3: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

ESIP historyESIP history 11th + year – the honeymoon is well over,

past the 7-year itch, now it’s time for ESIP and those that fund it to get comfortable

Plumbers – I promise not to over-do this analogy but it arose (surprise) from the early years of DODS, nka OPeNDAP

The way to make data matter is to get it from those that have to those that want it Inlets and outlets

Infrastructure is required Computers and people Fittings, pipes and yes plumbers

11th + year – the honeymoon is well over, past the 7-year itch, now it’s time for ESIP and those that fund it to get comfortable

Plumbers – I promise not to over-do this analogy but it arose (surprise) from the early years of DODS, nka OPeNDAP

The way to make data matter is to get it from those that have to those that want it Inlets and outlets

Infrastructure is required Computers and people Fittings, pipes and yes plumbers

Page 4: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

Virtual Organizations, i.e. ESIP

Virtual Organizations, i.e. ESIP

‘A VO is a group of individuals whose members and resources may be dispersed geographically and institutionally, yet who function as a coherent unit with a common goal.’ (Beyond Being There 2008) or a long-term common interest (Ahuja)

ESIP has VOs within VOs, i.e. some organizational structure; executive committee, committees, working groups, clusters

Many goals, different levels of coherency

‘A VO is a group of individuals whose members and resources may be dispersed geographically and institutionally, yet who function as a coherent unit with a common goal.’ (Beyond Being There 2008) or a long-term common interest (Ahuja)

ESIP has VOs within VOs, i.e. some organizational structure; executive committee, committees, working groups, clusters

Many goals, different levels of coherency

Page 5: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

Reminder: roles and relationships

Reminder: roles and relationships

‘The virtual research organization: in which members of various corporate and academic research units voluntarily come together to advance a technology on an ongoing basis.

These members assume well defined roles and status relationships within the context of the virtual group that may be independent of their role and status in the organization employing them’ (Ahuja et al., 1998).

I.e. do your goals match ESIPs?

‘The virtual research organization: in which members of various corporate and academic research units voluntarily come together to advance a technology on an ongoing basis.

These members assume well defined roles and status relationships within the context of the virtual group that may be independent of their role and status in the organization employing them’ (Ahuja et al., 1998).

I.e. do your goals match ESIPs?

Page 6: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

Contrasting a Virtual Information Organization with a

Traditional one

Contrasting a Virtual Information Organization with a

Traditional one

Page 7: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

Successes focus on valueSuccesses focus on value

Page 8: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

Evaluation of a VO (1)?Evaluation of a VO (1)? An assessment of the overall

effectiveness of an effort, ideally yielding a numeric measure by which informed cost-benefit analysis of investment decisions can be made.

An assessment of the degree to which the effort fulfills its specification in terms of whatever measures were pre-specified.

An assessment of the overall effectiveness of an effort, ideally yielding a numeric measure by which informed cost-benefit analysis of investment decisions can be made.

An assessment of the degree to which the effort fulfills its specification in terms of whatever measures were pre-specified.

Page 9: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

Evaluation of a VO (2)?Evaluation of a VO (2)? An assessment of whether the effort fulfills the

purpose for which it was intended An assessment of whether the artifacts or

processes embodied in the effort have been proved to be superior to an alternative, where that alternative is frequently the traditional solution

An assessment of whether funds allocated to an effort have been productively used, yielding useful generalizable results

An assessment of whether the effort fulfills the purpose for which it was intended

An assessment of whether the artifacts or processes embodied in the effort have been proved to be superior to an alternative, where that alternative is frequently the traditional solution

An assessment of whether funds allocated to an effort have been productively used, yielding useful generalizable results

Page 10: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

Evaluation of a VO (3)?Evaluation of a VO (3)? An assessment of whether the effort proves

acceptable to the intended end-users An assessment of whether end-users continue

to use it in their normal work An assessment of where the effort fails to

perform as desired or as is now seen to be desirable

An assessment of the relative importance of the inadequacies of the effort

An assessment of whether the effort proves acceptable to the intended end-users

An assessment of whether end-users continue to use it in their normal work

An assessment of where the effort fails to perform as desired or as is now seen to be desirable

An assessment of the relative importance of the inadequacies of the effort

Page 11: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

(Orthogonal) Dimensions of evaluations

(Orthogonal) Dimensions of evaluations

Structured Less structured

Quantitative Qualitative

Summative Formative

Controlled experiments Ethnographic observations

Formal and rigorous Informal and opportunistic

http://janus.ucc.nau.edu/edtech/etc667/proposal/evaluation/summative_vs._formative.htm

Page 12: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

Formative and SummativeFormative and Summative Evaluation carried out for two reasons:

giving feedback = formative evaluation grading the outcome = summative evaluation

“When the cook tastes the soup, that’s formative; when the guests taste the soup, that’s summative." (Stakes)

What you use to evaluate (formative) is often different from what others use (summative)

Evaluation carried out for two reasons: giving feedback = formative evaluation grading the outcome = summative evaluation

“When the cook tastes the soup, that’s formative; when the guests taste the soup, that’s summative." (Stakes)

What you use to evaluate (formative) is often different from what others use (summative)

Page 13: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

Summative == MetricsSummative == Metrics Things you can measure (numerical) Things that are categorical

Could not do before Faster, more complete, less mistakes, etc. Wider range of users What others for ESIP?

Measure or estimate the baseline before you start

Things you can measure (numerical) Things that are categorical

Could not do before Faster, more complete, less mistakes, etc. Wider range of users What others for ESIP?

Measure or estimate the baseline before you start

Page 14: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

Evaluation questions: To what extent does ESIP

Interviews/ Focus Group

Surveys Document Analysis

Observation

Activities enhance end-user access to and use of data to advance science and education needs?

X X X X

Activities enable higher levels of semantic capability and interoperability such as explanation, reasoning on rules, and semantic query?

X X X X

Contribute to the development and support of community resources, data systems and provision of results from diverse observing systems using suitable technologies?

X X X X

15

Evaluation questions and associated data collection

methods

Page 15: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

Evaluation questions: Interviews/ Focus Group

Surveys Document Analysis

Observation

What factors impede or facilitate progress toward ESIP goals?

X X

What progress has been made toward sustaining and ‘scaling up’ ESIP activities?

X X X

Does ESIP contribute to the reports on modern data frameworks, user interfaces, and science progress achieved?

X X X X

Does ESIP incorporate user experiences in the evolution of its organization?

X X X X

16

Evaluation questions and associated data collection

methods

Page 16: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

VOs - artifacts or processes?

VOs - artifacts or processes?

Both – i.e. what is created, documented, saved as well as the things that were done along the way and by whom, and how, etc.

E.g. community building, inter-agency working activities, tutorials, …

VOs tend to deal better with artifacts than processes

Both – i.e. what is created, documented, saved as well as the things that were done along the way and by whom, and how, etc.

E.g. community building, inter-agency working activities, tutorials, …

VOs tend to deal better with artifacts than processes

Page 17: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

Recall VO- coupled elements

Recall VO- coupled elements

Technology

Communication Patterns

OrganizationalStructure

Page 18: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

Some of this is, er…Some of this is, er… Provenance - Origin or source from

which something comes, intention for use, who/what generated for, manner of manufacture, history of subsequent owners, sense of place and time of manufacture, production or discovery, documented in detail sufficient to allow reproducibility (or assess value!)

Yes, apply this to ESIP – VO provenance

Provenance - Origin or source from which something comes, intention for use, who/what generated for, manner of manufacture, history of subsequent owners, sense of place and time of manufacture, production or discovery, documented in detail sufficient to allow reproducibility (or assess value!)

Yes, apply this to ESIP – VO provenance

Page 19: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

And the reality?And the reality?It’s about the questions that are being asked, e.g.What exactly happened during that technical workshop last summer and how has it helped our agency?Exactly what value do you (or we) get by you being the chair of a Committee (Working Group, Cluster)?

It’s about the questions that are being asked, e.g.What exactly happened during that technical workshop last summer and how has it helped our agency?Exactly what value do you (or we) get by you being the chair of a Committee (Working Group, Cluster)?

Page 20: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

The ecosystem?The ecosystem? These are what enable anyone to explore/

confirm/ deny their value perceptions or get quality answers to direct questions…

These are what enable anyone to explore/ confirm/ deny their value perceptions or get quality answers to direct questions…

Accountability

ProofExplanation Justification Verifiability

‘Transparency’ (the illusion of it)

Trust

Provenance - Internal/ External

Identity

Page 21: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

Why an illusion?Why an illusion? It’s not that the word transparency is

wrong, it is what it is being used for – “If I let you see everything, you can get

answers to your questions”

Nope, not unless you are very lucky… It depends on

Who is asking the question (and why) What the answer will be used for CONTEXT and ROLE (poorly represented)

It’s not that the word transparency is wrong, it is what it is being used for – “If I let you see everything, you can get

answers to your questions”

Nope, not unless you are very lucky… It depends on

Who is asking the question (and why) What the answer will be used for CONTEXT and ROLE (poorly represented)

Page 22: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

So … translucencySo … translucency

See just what is necessary and sufficient Practical definition

As close to the relevant data, information and knowledge artifacts presented in an appropriate form

Yes, I mean curation for evaluations and value assessments

Methodological means - many

See just what is necessary and sufficient Practical definition

As close to the relevant data, information and knowledge artifacts presented in an appropriate form

Yes, I mean curation for evaluations and value assessments

Methodological means - many

Page 23: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

And some …And some … Identity

YOUR identity Friends, organizations Communities Peer and non-peer relations

Accountability By whom, to whom When and how often

Documentation – are you happy Ted?

Identity YOUR identity Friends, organizations Communities Peer and non-peer relations

Accountability By whom, to whom When and how often

Documentation – are you happy Ted?

Page 24: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

Just rememberJust remember

Plumbers fix things, they show up, the do the work, they leave and then you get the bill… they work in an analog world

Thus the value proposition is different (you all know that) in a digital world

So, we need a …

Plumbers fix things, they show up, the do the work, they leave and then you get the bill… they work in an analog world

Thus the value proposition is different (you all know that) in a digital world

So, we need a …

Page 25: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

We need a Knowledge BaseWe need a Knowledge Base

26

Page 26: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

Populating the KB: Communication

Populating the KB: Communication

A key feature of virtual organizations is a high degree of informal communication

Because of a lack of formal rules, procedures, clear reporting relationships, and norms, more extensive informal communication is required

-> as a result a lot of VO provenance is either Not collected Collected but fragmented, disconnected Not identified as provenance (when it is created)

A key feature of virtual organizations is a high degree of informal communication

Because of a lack of formal rules, procedures, clear reporting relationships, and norms, more extensive informal communication is required

-> as a result a lot of VO provenance is either Not collected Collected but fragmented, disconnected Not identified as provenance (when it is created)

Page 27: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

OpportunitiesOpportunities To undertake both formative (ESIP) and

summative (Type Is) evaluations Give some level of formalization to the meaning/

terms and relations – progress An incentive to identify provenance of the VO

that is ESIP ‘Rules’ to define the combinations of evidence

required – value – ESIP and Is Type Is - some use cases (state+value) A few test cases, I/O metrics

To undertake both formative (ESIP) and summative (Type Is) evaluations

Give some level of formalization to the meaning/ terms and relations – progress

An incentive to identify provenance of the VO that is ESIP

‘Rules’ to define the combinations of evidence required – value – ESIP and Is

Type Is - some use cases (state+value) A few test cases, I/O metrics

Page 28: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

Comment: Translucent VOs

Comment: Translucent VOs

Along the spectrum from opaque (bad) to transparent (unsustainable) is a balance

Applies to leadership, communication, feedback Posit: balance arises out of flowing

requirements consistently to the working level of the VO and percolating direct experience and value of outcomes up

Usually depends on the right people – not everyone can evaluate (or be evaluated)

Along the spectrum from opaque (bad) to transparent (unsustainable) is a balance

Applies to leadership, communication, feedback Posit: balance arises out of flowing

requirements consistently to the working level of the VO and percolating direct experience and value of outcomes up

Usually depends on the right people – not everyone can evaluate (or be evaluated)

Page 29: Why and how you value your plumber: establishing and conveying value in the outcomes of a data virtual organization. Peter Fox (TWC/RPI) ESIP, Jan 4. 2011

Bringing this togetherBringing this together A persistent presence and record of artifacts, activities

and processes is needed: state and metrics/ value No, this is currently not being done (or feasible)…

Facilitate sustained activities - support the notion of nested VOs by establishing their value (may change funding model)

But really - take ESIP from an organization to a ‘brand’ (like AMA) – then you know who they are gonna call (w/ apologies to Ghostbusters – that was the other story I could have told)

A persistent presence and record of artifacts, activities and processes is needed: state and metrics/ value No, this is currently not being done (or feasible)…

Facilitate sustained activities - support the notion of nested VOs by establishing their value (may change funding model)

But really - take ESIP from an organization to a ‘brand’ (like AMA) – then you know who they are gonna call (w/ apologies to Ghostbusters – that was the other story I could have told)