50 humanitarian information management tips that apply to just about every human.
Things I love:
- The colour: Makes the slides feel instantly less “techie”.
- The layout: A layered approach to onboarding.
- The concept: Specific to the humanitarian domain means it can focus on what’s needed there the most.
- Generic or broad guides can suffer from not being specific enough to be really useful.
Hat tip to my colleague Rory Scott:
Open data in the health sector: Users, stories, products and recommendations is a new report from Giuseppe Sollazzo and David Miller. It asks “What do people need from open data in the health sector?” and sets out some clear recommendations for NHS England.
In it, I reveal the confusion finding how many hospitals there are in the UK. So many public bodies publish their own, slightly different lists. As someone who supports people sharing who they’ve given money to, I’d like to see one single list with a hospital’s identifying number. I’d like that list to be complete, accurate and kept up-to-date so I can recommend it to people preparing open data
Read the two key recommendations and thoughts from other people who use Open data in the health sector.
I explored effective digital archiving for grant making organisations that are spending up and closing down.
Where are you on your Open Data journey?
From novice to expert, the Open Data Institute’s Open Data Skills Framework has evolved to help guide your Open Data learning experience. With everyone starting at the Explorer stage, learning is balanced so you gain skills and experiences without the fatigue of too much information.
As a trainer and foodie, this subtle tension was familiar; it whetted my appetite to explore a foodie approach to getting the best out of the Open Data Skills Framework.
Sitting comfortably? Let’s begin.
Explorers: an Open Data Explorer has a basic understanding of open data. They can define it, point to examples or case studies and explain how it can be used to create change.
|The Amuse Bouche
Focus on mini case studies
|Explorers have just started on their open data journey. They may be enthusiastic or apprehensive, or somewhere in-between. New information and ideas may need to be integrated and mulled over.
For explorers, I recommend bite sized case studies to entice them to learn more and clear signposting to where to get more information.
Strategists: an Open Data Strategist is someone who integrates open data into a strategy or manages an open data project. They have the planning and management techniques to drive forward an open data initiative, and they understand the challenges inherent in this process.
Focus on Methodology
|Strategists know the drill, now they want to deploy it. For strategists, I recommend tips on how to determine what will work for their strategy or project, and what won’t.
This is less about open data itself and more about managing the people, projects, processes and pitfalls that come with introducing new ways of thinking.
Practitioners: Open Data Practitioners have the practical skills necessary to conduct basic operations on an open dataset. They get hands-on with the data, and are familiar with the tools and techniques necessary to manage and publish an open dataset.
|The Taster Plate
Focus on tooling and techniques
|Practitioners may range from reluctant to enthusiastic adopters of Open Data, but they want to get the job done.
For practitioners, I recommend revealing what tooling and techniques are out there and what for, including what’s new, what’s hot and what’s not.
Pioneers: Open Data Pioneers apply their data knowledge to their sector to solve challenges. They can point to sector-specific case studies, identify future trends in the sector and understand the data challenges specific to their sector.
|The Pot Luck
Focus on future trends and sharing knowledge
|Pioneers are veterans who’ve tackled the challenges of open data, so they are ideally placed to look at where new challenges and opportunities lie.
For pioneers, I recommend a cross-pollination of ideas, challenges and opportunities from other sectors. Here, a focused conversation and guided workshop around where open data challenges lie may encourage contributions from experts and build a shared understanding of challenges.
|Suggestions||From the provocative:
To the exploratory:
The Open Data Skills Framework provides an ideal opportunity for learners to assess where they are and where they want to be on their open data journey. It also provides a landscape for trainers to adapt, create and innovate around sharing open data skills and techniques.
I hope to deliver one or more of these sessions at the ODI summit and look forward to continuing my own open data journey. Where are you on your Open Data journey?
You know how sometimes you get a brainwave so clever you could put a tail on it and call it a weasel? [Apologies to Blackadder!]
After this piece on Taming Common/Core Data – in 3 simple steps with Artefact Cards, I wanted to make the concept even more grounded by taking away some of the abstraction that tends to come with the territory. A conversation with a colleague later and I’d developed an ideal visual prototype using Trello to organise core data.
The concept is similar to the Artefact cards except: the board stands in for the box, the lists stand in for the packets and the cards stand in for … the cards. And if you’re wondering what on earth this is all about, go read the piece above.
The Generic Common/Core Data Template is my attempt to wrangle the typical data an organisation captures or uses that is essential for survival: informaiton it must have to operate, comply with regulation or legislation, and report on its activities that is used throughout the organisation.
How do you use it? Copy the board and see what works for your organisation. Remember to ask of each field you consider:
- What is it for?
- Is it essential – why?
- Is it used everywhere in the organisation?
How do you go about wrestling all the complexity of data in a sprawling organisation with multiple systems and an array of stakeholders into some semblance of order?
If you’ve ever attempted wrangling your organisation’s information ecosystem into some semblance of clarity, you’re painfully familiar with how close it is to herding cats. That’s why in March, when my colleagues and I at Open Data Services were asked to help with a core data initiative, I dug out my trusty desktop Artefact cards set.
Here’s 3 simple steps to help you organise your common core of data, without throwing the towel in and becoming a hermit somewhere in the outer Hebrides (I’ve been tempted!)
Step 1 – Nail down what you mean by common / core:
The clue is in the name – data that is used universally by your organisation and without which you’d be shut down, slow down or left in the dark. Behold the common/core box! Anything in it is common/core, anything that isn’t , isn’t.
Q: Does this mean this is the most important data?
A: No, just the important data that’s global. You’ll probably have other data that isn’t global but is just as important. That’s OK, it just needs its own box. Not this box.
Step 2 – List the types of information you need to survive:
Think of those as containers for the fields or bits of information you want to put in the box. Too abstract? Let’s take an example. Say you’re making a shopping list for your supermarket-hating partner and you want to make sure they can get everything on the list without freaking out when confronted with unfamiliar territory. Also, you want them to focus and not come home with just chocolate. So your list includes the categories the supermarket hangs from signs above every aisle: meat, dairy, laundry, bakery, fruit & vegetables – that kind of thing.
The aisles in the supermarket
The cards in the box
The categories in your common/core data
Q: How do I work out the categories?
A: Think about the people, places, things, events and othe stuff you need to know about, report on or collect for compliance in your organisation. A good place to start is your collection artefacts- the forms, websites, and other ways your organisation asks for information from customers, stakeholders and third parties. Also check the reports your produce and who for. At the back of your mind, keep asking “why do we need this?”
Step 3 – Herd your fields into a category:
So you’ve got your common/core box nailed down, you’ve worked out your categories and put them in the box, now, the fun part begins, herding your fields.
Your fields are the smallest or most granular bits of information you need to survive. They live in a single category inside your common/core box. This is where resisting the temptation to list absolutely everything is needed. For each category, ask:
- What information or fields do we absolutely need and why?
- Is that information or field used everywhere in the organisation or just by a few teams or departments?
- Where do we first collect it?
- How does it help us operate, comply, report?
If a field passes your smell test, congratulations, it’s core. If not, not to worry, it can go in another box.
Q: How do I avoid getting completely overwhelmed when looking at fields?
A: Always keep your context in mind – why are you doing this? To improve the customer journey? To streamline your systems? Let’s say it was to provide better service by improving your customer journey. Use a high-level map of your customer journey to guide the process. Streamlining your sales pipeline, same thing. For each stage in the journey or pipeline, as – what categories and fields are needed here and why?
So, 3 simple steps to help you organise your common/core data. It’s still not easy and there is a whole passel of people wrangling involved, so make sure you include them at every step and good luck!
Header image: Mailboxes by Rae Allen is licensed under an Attribution-NonCommercial 2.0 Generic license