Marketing and Outreach Strategies for Research Data Services

Presentation given with Cameron Cook at the Library Technology Conference, March 2016.

Transcript

1. BRIANNA MARSHALL @notsosternlib CAMERON COOK @cameron_ccook UNIVERSITY OF WISCONSIN
2. Brianna Marshall Digital Curation Coordinator Lead, RDS
3. Cameron Cook Digital Curation Assistant SLIS Student
4. about RDS Research Data Services •  Education + training •  Consultations •  Data management plans (DMPs) researchdata.wisc.edu @UWMadRschSvcs
5. the team
7. 6.5% over two years Image courtesy of Flickr user truthout (CC BY NC SA)
8. Image used courtesy of Alex Calcatelli: http://www.skillshare.com/classes/design/Love-Your-Letters-Communicate-Visually-with-Words/393632797/projects/5952
9. Image courtesy of Flickr user thomashawk (CC BY NC)
10. new focuses •  getting organized •  tracking + assessment •  website overhaul •  focus on design •  blog content •  outreach •  social media
11. Image courtesy of Flickr user cdevers (CC BY NC ND)
12. staying organized
16. challenges •  Scheduling! •  We change up our processes frequently, meaning we still need plenty of check-ins •  Considering sharing some RDS documentation openly – what does that mean for our existing systems?
17. tracking + assessment
19. challenges •  Where to even start… •  Deciding –  What to collect / track –  When to collect / track it –  Making it a habit –  Figuring out how to make sense of the data
20. website overhaul
21. [ researchdata.wisc.edu ] MAY 2015
22. Image used courtesy of Twitter user @davechenell
23. project plan
24. mockups
25. content inventory
26. •  tweaking CSS •  card sort exercise •  more inventories, all the inventories •  migration of content + tables •  blog guidelines to keep fresh content small changes toward better UX
27. [ researchdata.wisc.edu ] AUGUST 2015
28. [ researchdata.wisc.edu ]
29. RDS website progression
30. challenges •  Conveying design vision + purpose •  Project management •  Roles, responsibilities, and decisionmaking
31. focus on design
33. brown bag flyers
38. challenges •  Good design takes time •  Ensuring RDS design ideas also fit within the UW brand •  Without Canva for work, we need to closely track our brand colors, fonts, and styles
39. we also made some pretty sweet comics
40. http://researchdata.wisc.edu/news/happy-halloween-from-rds/
41. https://twitter.com/hashtag/fallintogoodRDM?src=hash
42. http://researchdata.wisc.edu/tag/research-data-valentines/
45. challenges •  Marketing campaigns are a time consuming process •  How do you build on success? •  Marketing is about timing and finding the right communication channels
46. RDS blog + content
48. shareable relevant series
53. challenges • Even with good processes + workflows for generating content, content is hard and takes work • Getting team contributions is difficult without top-down control • Commitment issues with deadlines / editorial calendars
54. outreach
55. RDS digest
56. MailChimp •  Email service for building and saving email templates, tracking individual ‘campaigns’ •  “Free forever” under 2,000 subscribers (12,000 emails per month) •  Upgrade: pay by subscribers. Shared accounts, automation, connect to Google Analytics
57. digest workflow
58. campaign builder
59. mobile view
60. subscribers
61. assessment
63. archive
64. •  Staying on schedule •  Keeping a monthly email blast fresh •  Showing up in their inbox is important - clicks and subscribers come later challenges
65. social media
66. RDS twitter @UWMadRschSvcs
70. challenges • Social media can be intimidating - it takes patience and willingness to try new things • Engagement from followers requires content + media; both take time • Lost in a sea of many voices, it’s hard to stay motivated + build on your momentum
71. and we still found some time to teach, too
73. RDM (RDS!) doesn’t exist in a vacuum. Image courtesy of Flickr user SenseiAlan (CC BY)
74. Building relationships •  UW sister groups •  “Inreach” to librarians Image courtesy of Flickr user stevendepolo (CC BY)
77. find these slide decks at: speakerdeck.com/bmarshall
78. http://www.briannamarshall.com/2015/09/27/dil- reading-group •  Fall 2015 •  Participants (12) –  Liaison librarians –  Information literacy librarians –  Graduate students –  Library IT –  Academic IT •  Goals –  Explore RDM/info lit intersections in a fun, interdisciplinary way –  Create data management evangelists! •  Outputs –  Monthly notes –  Teaching + Learning Forum talk data information literacy reading group
79. our marketing + outreach tips
80. iterate quickly (and just as quickly shrug off the resulting mistakes!)
82. playfulness is contagious.
83. Image courtesy of Flickr user henrybloomfield (CC BY NC)ND)
84. thanks for listening! Brianna Marshall brianna.marshall@wisc.edu Cameron Cook cccook3@wisc.edu Research Data Services researchdata.wisc.edu @UWMadRschSvcs
85. Image courtesy of Flickr user mcleod (CC BY)