This slideshare, The Value and Impact of Research Data Infrastructure, was given at the Preservation and Archiving Special Interest Group (PASIG) meeting in September 2014 held at Karlsruhe, Germany. It is the final instalment of 12 presentations I have selected to mark 20 years in Digital Preservation. It demonstrates the value of preservation and re-use of research data.
Over the last four years, Charles Beagrie Ltd and John Houghton have completed three major studies on the economic value and impact of the Archaeology Data Service, the British Atmospheric Data Centre, and the Economic and Social Research Data Service. In these studies, we developed and refined qualitative and quantitative methodologies to measure the value and impact of research data and associated services and tools.
This combination of methods has broken new ground in approaches to assessing the value and impact of major research data services and provided a strong evidence base and compelling outcomes. In a recent review of the international state of the art as regards the relationships between large-scale science facilities and innovation performance, our work was one of 3 studies highlighted to UK Department of Business, Innovation and Skills as being particularly good examples of ‘good practice’ in the measurement of economic impacts.
The presentation focuses on these studies, with the study of the Archaeology Data Service given as a detailed example. It has a UK Focus but the research and lessons are international. These studies are also three of the few quantitative studies of the value and impact of digital preservation currently available.
A fourth study on the value and impact of the EMBL European Bioinformatics Institute has since been completed by Charles Beagrie Ltd and John Houghton and should be available in 2016.
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20yrs: 2014 value of research data infrastructure Karlsruhe
1. The Value and Impact of Research
Data Infrastructure
Neil Beagrie
(Charles Beagrie Ltd)
PASIG, Karlsruhe, September 2014
2. John Houghton (Victoria University) + Charles Beagrie Ltd
Methods applied to:
Economic & Social Data Service
Archaeology Data Service
British Atmospheric Data Centre
Value + Impact Analysis of
Three UK Data Preservation
Services
3. Presentation Overview
• Introduction - Measuring Value and Impact of Research
Infrastructure
• UK Value and Impact Studies
– Archaeology Data Service results
• Concluding Remarks
• UK Focus but the research and lessons are international
and for digital preservation more generally
4. UK Research and Innovation
• Why Research matters
– £3.5 billion a year currently spent on publicly
funded (RCs) research generates an additional
annual output of £45 billion in UK companies
(Haskel and Willis 2010)
– Wider non-economic value to policy, heritage, and
knowledge
• Where disciplinary data centres and services exist
they represent approx 1.4-1.5% of total research
expenditure (OSI Preservation & Curation WG)
• Why does preservation of digital data matter for
research?
5. 5 May 2011Robert Hanisch
Astronomy
• Data archives
– “Central to astronomy today”
– HST, 2MASS, and SDSS archival research is major contributor to scientific
productivity
c/o R. White (STScI) and pp. 5-11, 5-12 of NWNHAA
6. Buildings / Equipment
Grid / ICT Networks
Staff
Data
Intellectual Capital
Training & Skills
Human Capital
Technical / Organisational
Environment
Organisational Capital
Professional
Networks
Relationship Capital
Research
Infrastructures
and Impact
7. Previous Work
Big Science and Innovation Study for BIS July 2013
• Desk review of c. 100 studies internationally;
• 3 studies highlighted to BIS as being particularly
good examples of ‘good practice’ in the
measurement of economic impacts:
– Berkeley Lab 2010
– Human Genome Project 2011
– Economic and Social Data Service 2012 (authors)
[ Two further studies of BADC and ADS published
later – we think/hope even better!]
8. Best Practice from ESDS study
• Applies range of methods;
• Includes counter-factual;
• Data collection tailored to different stakeholders: depositors, users, research,
teaching;
• Data weighting - survey value responses weighted to reflect the overall pattern of use
from weblogs;
• Case studies/ KRDS benefits illustrate benefits and impact pathways;
• Research- partnership with Service: adaptation to community and knowledge transfer.
I nvestment
& Use Value
(Direct)
Contingent
Value
(Stated)
Efficiency
I mpact
(Estimated)
Return on
I nvest ment
in the Dat a
(Estimated)
User
Community
User
Community
Society
Wider
I mpacts
(Not Directly
Measured)
?
I nvestment
Value
Amount spent on
producing the
good or service
Use Value
Amount spent by
users to obtain the
good or service
Willingness to Pay
Maximum amount
user would be willing
to pay
Consumer Surplus
Total willingness to
pay minus the cost
of obtaining
Net Economic
Value
Consumer surplus
minus the cost of
supplying
Willingness
to Accept
Minimum amount
user would be
willing to accept
to forego
good or service
User Community
Estimated value of
efficiency gains due
to using the
good or service
Range of Time Savings
(from time spent with
data from the centre
to overall work time)
I ncreased
Return on
I nvestment
in the Data
Estimated increase
in return on
investment
in data creation
arising from the
additional use
facilitated by the
data centre
User
Community
9. Approaches and Methods
• We combined quantitative and qualitative approaches, to
quantify the value and impacts of the data services and
explore other, non-economic impacts.
• The combination is important in capturing and presenting
the full range and dimensions of value.
• All three studies combined:
• Desk-based analysis of existing literature and reports, looking at
both methods and findings;
• Existing management and internal data collected by the data
services; and
• Original data collection in the form of online surveys of users and
depositors, together with semi-structured interviews.
10. The Value and Impact of the
Archaeology Data Service
12. Series of different economic approaches used:
• The investment value of ADS is around £1.2 million per
annum;
• ADS impact on research, teaching and studying efficiency:
worth at least £13 million per annum;
• Contingent Valuation - What ADS data and services are worth
to its users:
– Willingness to pay around £1.1 million per annum.
– Willing to accept around £7.4 million per annum.
• RoI scenarios -additional use over 30 years - a 2-fold to 8-fold
return on investment.
Key Findings - Economic
13. I nvestment
& Use Value
(Direct)
Contingent
Value
(Stat ed)
Efficiency
I mpact
(Estimat es)
Ret urn on
I nvestment
(Scenarios)
ADS Website
User Community
Wider ADS
CommunityADS Regular
User Community
?
Society
I nvestment
Value
£1.2m
per annum
Use Value
£1.4m
per annum
(More than double)
(ADS operational budget)
Willingness
to Pay
£1.1m
per annum
(Severely constrained)
(by capacity to pay)
Willingness
to Accept
£7.4m
per annum
User Community
Efficiency Gain
[ADS data use]
£13m
per annum
User Community
Efficiency Gain
[All activity time]
£58m
per annum
I ncreased
Return on
I nvestment
[Additional Use]
£2.4m - £9.7m
(2.1 to 8.3-fold RoI)
I ncreased
Return on
I nvestment
[Non Recreate]
£1.5m - £5.9m
(1.3 to 5.1-fold RoI)
-BUT-
Additional re-creation
costs of up to £1m
(2 to 6-fold RoI)
ADS Website
User Community
Consumer Surplus?
(Could be up to £6m per annum)
(on a Willingness-to-Accept basis)
Net Economic Value?
(Could be up to £5m per annum)
(on a Willingness-to-Accept basis)
Based on User Count
Based on Data Spend
Wider
I mpacts
(Not Directly
Measured)
Based on Deposit &
Download Counts
Based on Download Count
15. • Qualitative analysis - interviews and survey comments reveal
strong support for the ADS - many aware of the value of the
services;
Workshop feedback on quantitative + qualitative interim findings:
• Stakeholders aware of value to them – less aware of value to
others;
• Stakeholders were positive about seeing value expressed in
economic terms - not previously considered or seen presented
- but they also felt it was important not to dwell exclusively on
economic measures of value;
• The study shows the benefits of integrating a range of
approaches to measuring the value (and for its dissemination).
Key Findings – Perceptions
17. Impact Studies - conclusions
• Economic benefits exceed the operational costs
• A mix of qualitative and quantitative methods is
important to capture and present the value of the Data
Services
• The studies are increasing recognition of the value of
the Data Services and digital preservation and data
sharing generally
• Helping stakeholders see value to them and to others
• Need to extend work into other disciplines and types of
research infrastructure
18. Further Information
Synthesis of the three studies:
http://repository.jisc.ac.uk/5568/1/iDF308_-
_Digital_Infrastructure_Directions_Report
%2C_Jan14_v1-04.pdf
Notas del editor
Jonathan Haskel (Imperial College Business School), and Gavin Wallis (University College London and HM Treasury), 2010,
Public support for innovation, intangible investment and productivity growth in the UK market sector https://spiral.imperial.ac.uk/bitstream/10044/1/5280/1/Haskel%202010-01.pdf
e-Infrastructure Strategy for Research: Final Report from the OSI Preservation and Curation Working Group (November 2006), Neil Beagrie (ed), National e-Science Centre 2007 http://www.nesc.ac.uk/documents/OSI/preservation.pdf
Robert Hanisch 2011, Data Discovery, Access, and Management with the Virtual Observatory ,https://www.nrao.edu/meetings/bigdata/presentations/May5/1-Hanisch/Hanisch%20VAO%20Green%20Bank.ppt
Definitions of Research Infrastructure
Definition and value of intangibles added in ESDS impact study see Economic Impact Evaluation of the Economic and Social Data Service, page 41-2 http://www.esrc.ac.uk/_images/ESDS_Economic_Impact_Evaluation_tcm8-22229.pdf
Linking capital investment in physical infrastructure to services (intangibles)
Technopolis 2013 Big Science and Innovation https://www.gov.uk/government/publications/big-science-and-innovation–2
survey responses about costs and values were weighted to reflect the overall pattern of use - using weblogs - so that they are representative of the value of the overall data centre/service - rather than just the part/subset of the data and services used by the survey respondents.
The Value and Impact of the Archaeology Data Service: A study and methods for enhancing sustainability, Beagrie and Houghton 2013, http://repository.jisc.ac.uk/5509/1/ADSReport_final.pdf
AHRC 2014, Safeguarding our heritage for the future, http://www.ahrc.ac.uk/What-We-Do/Build-the-evidence-base/Documents/Safeguarding-our-heritage.pdf