Names Project Plan v.0.5 Nov01

Page 1 of 20ARROW Names project: DRAFT Project PlanLast updated: 30/10/2008 1:35 PM

Names in Context (Nic)

The Arrow NicNames ProjectDRAFTProject Plan

Project

Project Title

Names in Context: The Arrow NicNames Project

Start Date

September 2008

End Date

March 2009

Project Manager

Stuart HallSwinburne University of Technology

Lead Institution

Swinburne University of Technology

Partner Institutions

University of New South WalesUniversity of Newcastle

Project Web URL

http://names.wikidot.com/ (Project Wiki; closed access initially)http://nicnamesproject.blogspot.com/ (Project blog)

Project Board

Teula Morgan (Swinburne), Tom Ruthven (UNSW), Vicki Picasso (Newcastle)

Document

Document Title

Project Plan

Author & project role

Stuart Hall, Project Manager

Date

01 Nov 2008

Filename

NamesProjectPlan_v.0.5_Nov01.doc

URLAccess

Public draft document

Document History

Version Date Comments

0.1 2008-09-30 SH Draft0.2 2008-10-03 Includes amendments from Board meeting 30/09/20080.3 2008-10-10 Includes work plans0.4 2008-10-21 Further amendments0.5 2008-11-01 Public Draft

Arrow Names ProjectDraft Project PlanDate: 30 October 2008Page 2 of 20ARROW Names project: DRAFT Project PlanLast updated: 30/10/2008 1:35 PM

Table of Contents

Project Plan.........................................................................................................................................................3

1

Introduction............................................................................................................................................3

2

Aims and objectives...............................................................................................................................3

3

Scope.....................................................................................................................................................3

4

Project outputs.......................................................................................................................................3

5

Project outcomes...................................................................................................................................3

6

Project Plan...........................................................................................................................................3

6.1

Project management.....................................................................................................................4

6.2

Review of global developments with respect to the management of names................................4

6.3

Stakeholder requirements analysis...............................................................................................4

6.4

Institutional analysis......................................................................................................................4

6.5

Schema, formats and standards analysis.....................................................................................4

6.6

System specification.....................................................................................................................5

6.7

Development of guidelines toolkit and documentation..................................................................5

6.8

Specification and development of name management tool(s)......................................................5

6.9

Implementation, testing, feedback and review of guidelines and tools in partner institutions.......5

6.10

Evaluation.....................................................................................................................................5

6.11

Release.........................................................................................................................................5

7

Stakeholder analysis..............................................................................................................................5

8

Risk analysis..........................................................................................................................................6

9

Quality assurance..................................................................................................................................6

10

Licensing................................................................................................................................................7

11

Communication......................................................................................................................................7

12

Sustainability..........................................................................................................................................7

13

Work Plans............................................................................................................................................9

Arrow Names ProjectDraft Project PlanDate: 30 October 2008Page 3 of 20ARROW Names project: DRAFT Project PlanLast updated: 30/10/2008 1:35 PM

Project Plan1 Introduction

This project seeks to provide a means to effectively manage author names in institutional repositories. In thefirst instance this means the repositories of the three participating institutions, but with the intention ofdeveloping tools which would be useful to the broader ARROW community. To do so will require thedevelopment of at least part of an authority system similar to that used in the library world, but withdifferences arising from the exclusively digital and finer grained nature of repository holdings and from thenature of activities around repositories as well as their wider, national and global, context.The principal project deliverables are expected to include either the identification or the development of aschema suitable for the management of names within a repository context and an application or tool whichwill assist repository managers to disambiguate and manage variant author name forms.

2 Aims and objectives

To assist institutional repository managers to more effectively manage author and institutional names byproviding a platform independent practical toolkit, consisting of guidelines and open source tools, which willhelp with the effective identification, disambiguation, matching and display of names.

3 Scope

This project is intended to develop methods and tools for dealing with personal names of research activeuniversity staff only. It is not intended to address either corporate body names or subjects. Nor is it aboutaccess or authorisation with respect to university systems. The project is only intended to help resolve issueswith respect to multiple forms of author names within university repositories.The project will also be constrained by its fixed budget and by an expectation that the project will complete bythe end of March. It may be further constrained by wanting to produce platform independent products.

4 Project outputs

a. A project plan;b. A review of global developments classified by possible use;c. A stakeholder requirements analysis;d. An institutional analysis;e. An analysis of relevant schema and standards;f. A system specification;g. A guidelines toolkit;h. One or more open source applications/tools;i. An implementation plan; j. A project evaluation report with recommendations for further action;k. A release plan.

5 Project outcomes

The outcomes of this project will be focussed on providing assistance with better management of author andinstitutional names within institutional repositories consistent with developing global practice and standards.This will then assist users of repositories to more easily find all works by a particular author and giverepository contributors more confidence when contributing their work.

6 Project Plan

The project plan will outline a number of distinct tasks as follows;