http://www.niso.org/news/events/2011/nisowebinars/preservation/ Discoverable, Available, Accessible: Preserving     Digita...
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Standards are Great: Everyone Should Have One!                       Speaker: Amy Kirchhoff
20 Minutes on Standards7        Speaker: Amy Kirchhoff
8   Speaker: Amy Kirchhoff
Needed Standards    Existing Standards9    Speaker: Amy Kirchhoff
Standards Portico Uses10       Speaker: Amy Kirchhoff
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Standards & Specifications     Digital                  • OAIS                                               Technical    ...
Standards & Specifications     Digital                  • OAIS                                               Technical    ...
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Standards & Specifications     Digital                  • OAIS                                               Technical    ...
Standards & Specifications: Certification 18                   Speaker: Amy Kirchhoff
Standards & Specifications     Digital                  • OAIS                                               Technical    ...
Standards & Specifications: Transfer 20
Standards & Specifications     Digital                  • OAIS                                               Technical    ...
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Standards & Specifications: Packaging 24                  Speaker: Amy Kirchoff
Standards & Specifications     Digital                  • OAIS                                               Technical    ...
Standards & Specifications: Preservation Metadata 26
Standards & Specifications     Digital                  • OAIS                                               Technical    ...
Standards & Specifications: Format Tech MD 28
Standards & Specifications     Digital                  • OAIS                                               Technical    ...
Standards & Specifications: Descriptive MD                                        »     Contributor                       ...
Standards & Specifications     Digital                  • OAIS                                               Technical    ...
Standards & Specifications: File Formats 32
Standards & Specifications     Digital                  • OAIS                                               Technical    ...
Standards & Specifications: Identifiers 34                    Speaker: Amy Kirchhoff
Resources 35         Speaker: Amy Kirchhoff
36   Speaker: Amy Kirchhoff
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OAIS ModelSpeaker: IdoPeled   72
Rosetta Modules                                                                 Search                               Prese...
Key Features                         Complete                        Preservation                          Solution Intern...
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Meeting the Expectations of theCommunity : CRL & the Auditingof Digital RepositoriesMarie WaltzCenter for Research Libraries
What is the Center for Research Libraries(CRL)• A consortium of over 260 College and  University Library’s, primarily in t...
Research libraries are changing...contentis no longer on library shelves•The collections of 80% of U.S. research libraries...
CRL & Digital Preservation2002 - 2004 – Political Communications  Web Archiving Project2005 - 2006 – Test audits of TRAC20...
CRL & Test Audits using TRACRLG/CRL Mellon Foundation Project to audits digital repositories  – ICPSR, Portico, KB, LOCKSS...
CRL & NSF Case Studies• Looked at eight organizations of various  sizes who house digital content• Gave us a broader under...
Current Digital Preservation Projects atCRL• Certifying digital repositories of interest to  members.• Participation in es...
NISO PresentationWhat is a Trusted Digital Repository?A trusted digital repository is one whose  mission is to provide rel...
NISO PresentationWhy Auditing?An audit establishes the soundness and dependability of a repository.                       ...
NISO PresentationAuditing a Digital Repository•   Advisory Panel•   Audit Criteria•   Time table•   Standards in auditing•...
Current Advisory Panel•   Martha Brogan (Chair)                  •   Anne Pottier    Director of Collection Development & ...
NISO PresentationCriteria• Advisory Panel• ISO 16363 (TDR) / TRAC• Community feedback                           Speaker: M...
NISO PresentationTimetable for an Audit1. Logistics for the audit2. Request for Documentation3. Identify activities, polic...
NISO PresentationStandards Used in Auditing• Metadata Standards, Dublin Core, Content  Standard for Digital Geospatial Met...
NISO PresentationCertification• Means the Repository is “Trusted”• We report findings to the Research  Community• Consider...
NISO PresentationCertification of HathiTrust& Portico• More information about preservation on  their websites• Assurance t...
NISO PresentationISO Standard 16363• Work on the standard: PTAB Group• Test audits• Future plans for auditing using ISO 16...
NISO PresentationTest Audits of ISO 16363• May-July 2011. Tested six digital  repositories, three in the U.S. and three in...
NISO PresentationFuture Plans for CRL Auditing• Use ISO 16363• Audit repositories of interest to academic  and independent...
NISO PresentationCommunity involvement• Without community feedback we will not  be successful at targeting our audits• We ...
NISO PresentationCRL is becoming a Resource forInformation about Digital Repositories• Global Resources Forum (GRF) Review...
NISO PresentationSummaryCRL will continue to audit digital repositories of interest on behalf of our members using ISO 163...
Thank you! Marie Waltzmwaltz@crl.edu
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NISO Webinar: Discoverable, Available, Accessible: Preserving Digital Content

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  • Join 15 minutes early.Close everything that might ding: yammer, AIM, rescue time, Outlook, etc.Undock the Chat and Questions and move them over to the left hand screen.Mute my phone and turn cell to alarm and BB off.Felicity starts the broadcast. Until then, the users will see the Go To Webinar entrance screen and hear silence.The meeting will be recorded. Send Felicity my polls.--Thank you Pamela.Excited to talk to you about some of the research and analysis we’ve done in this area.Questions … happy to take questions. Tricky to keep an eye on both. If I miss one while going through, I’ll catch it at the end. Also happy to take additional questions by email or phone after the fact.
  • Archive Service product manager for Portico and ITHAKA as a whole.I like to describe what I do as problem solving … from relatively high level archival policy setting to help figuring out what to do with particular files (or rather, teaching folks how to think about what to do with particular files).
  • General advice …Set your policies first, make design and implementation decisions based upon your strategies. Use standards if they will help you.If you choose not to follow standards, make sure you can accept them both at import and export.
  • Mind Map …Wide World of standards, I’m going to stick with the ones we use or have seriously considered …
  • On my white board …I teach classes on this to inculcate new hires …Emphasize long-term before clicking into key goals …
  • Standards around receiptStandards around metadata to add/subtract/modify during ingestStandards around files during ingestStandards around archive management
  • Wide World of standards, I’m going to stick with the ones we use or have seriously considered …
  • there must be preservation planningthe archive requires ongoing administrationcontent in the form of files and metadata about the files must come into the archivecontent in the form of files and metadata about the files must go out of the archivethe archive is not the hardware or software—rather the hardware and software are elements of the archive, which includes activities performed by peoplethe original producer of the content and the eventual users of the content must have input into the ongoing management of the archiveat its very base, the preserved information consists of the content to be archived and metadata about the content—both of which are required for long-term preservation.
  • Wide World of standards, I’m going to stick with the ones we use or have seriously considered …
  • Wide World of standards, I’m going to stick with the ones we use or have seriously considered …
  • Wide World of standards, I’m going to stick with the ones we use or have seriously considered …
  • Must describe the packaging, includes abbreviated DMD.The Preservation and Packaging MD file is the thing that will let you manage the content over the long term.
  • Wide World of standards, I’m going to stick with the ones we use or have seriously considered …
  • Wide World of standards, I’m going to stick with the ones we use or have seriously considered …
  • Wide World of standards, I’m going to stick with the ones we use or have seriously considered …
  • Wide World of standards, I’m going to stick with the ones we use or have seriously considered …
  • Wide World of standards, I’m going to stick with the ones we use or have seriously considered …
  • General advice …Set your policies first, make design and implementation decisions based upon your strategies. Use standards if they will help you.If you choose not to follow standards, make sure you can accept them both at import and export.
  • Change presenter to Pamela when done.Stay on afterward.
  • Community knowledge sharing on technical and business decisions:FormatsRisksPreservation plans and actions
  • sustainable digital preservation services are possible only when combine with access services.Although access to information tomorrow depends on preservation actions taken today, without access there is no need for preservation.This is why is was crucial to make the distribution model as optimized as possible.
  • NISO Webinar: Discoverable, Available, Accessible: Preserving Digital Content

    1. 1. http://www.niso.org/news/events/2011/nisowebinars/preservation/ Discoverable, Available, Accessible: Preserving Digital Content September 14, 2011Speakers: Amy Kirchhoff, IdoPeled, and Marie-Elise Waltz
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    6. 6. Standards are Great: Everyone Should Have One! Speaker: Amy Kirchhoff
    7. 7. 20 Minutes on Standards7 Speaker: Amy Kirchhoff
    8. 8. 8 Speaker: Amy Kirchhoff
    9. 9. Needed Standards Existing Standards9 Speaker: Amy Kirchhoff
    10. 10. Standards Portico Uses10 Speaker: Amy Kirchhoff
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    14. 14. Standards & Specifications Digital • OAIS Technical • PREMIS Preservation Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata • BagIt Descriptive • Dublin Core Transfer Metadata Metadata • METS • TIFF Containers • DIDL File Formats • PDF/A (Packaging) • NLM Preservation • PREMIS • NOID and ARK Identifiers Metadata 14 Speaker: Amy Kirchhoff
    15. 15. Standards & Specifications Digital • OAIS Technical • PREMIS Preservation Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata • BagIt Descriptive • Dublin Core Transfer Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS • ARK Identifiers Metadata 15 Speaker: Amy Kirchhoff
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    17. 17. Standards & Specifications Digital • OAIS Technical • PREMIS Preservation Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata • BagIt Descriptive • Dublin Core Transfer Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS • ARK Identifiers Metadata 17 Speaker: Amy Kirchhoff
    18. 18. Standards & Specifications: Certification 18 Speaker: Amy Kirchhoff
    19. 19. Standards & Specifications Digital • OAIS Technical • PREMIS Preservation Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata • BagIt Descriptive • Dublin Core Transfer Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS • ARK Identifiers Metadata 19 Speaker: Amy Kirchhoff
    20. 20. Standards & Specifications: Transfer 20
    21. 21. Standards & Specifications Digital • OAIS Technical • PREMIS Preservation Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata • BagIt Descriptive • Dublin Core Transfer Metadata Metadata • TIFF / JPEG2000 • METS Containers File Formats • EPUB • DIDL (Packaging) • NLM Preservation • PREMIS • ARK Identifiers Metadata 21 Speaker: Amy Kirchhoff
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    24. 24. Standards & Specifications: Packaging 24 Speaker: Amy Kirchoff
    25. 25. Standards & Specifications Digital • OAIS Technical • PREMIS Preservation Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata • BagIt Descriptive • Dublin Core Transfer Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS • ARK Identifiers Metadata 25 Speaker: Amy Kirchhoff
    26. 26. Standards & Specifications: Preservation Metadata 26
    27. 27. Standards & Specifications Digital • OAIS Technical • PREMIS Preservation Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata • BagIt Descriptive • Dublin Core Transfer Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS • ARK Identifiers Metadata 27 Speaker: Amy Kirchhoff
    28. 28. Standards & Specifications: Format Tech MD 28
    29. 29. Standards & Specifications Digital • OAIS Technical • PREMIS Preservation Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata • BagIt Descriptive • Dublin Core Transfer Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS • ARK Identifiers Metadata 29 Speaker: Amy Kirchhoff
    30. 30. Standards & Specifications: Descriptive MD » Contributor » Coverage » Creator » Date » Description » Format » Identifier » Language » Publisher » Relation » Rights » Source » Subject » Title » Type 30 Speaker: Amy Kirchhoff
    31. 31. Standards & Specifications Digital • OAIS Technical • PREMIS Preservation Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata • BagIt Descriptive • Dublin Core Transfer Metadata Metadata • METS • TIFF Containers • DIDL File Formats • PDF/A (Packaging) • NLM Preservation • PREMIS • ARK Identifiers Metadata 31 Speaker: Amy Kirchhoff
    32. 32. Standards & Specifications: File Formats 32
    33. 33. Standards & Specifications Digital • OAIS Technical • PREMIS Preservation Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata • BagIt Descriptive • Dublin Core Transfer Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS • ARK Identifiers Metadata 33 Speaker: Amy Kirchhoff
    34. 34. Standards & Specifications: Identifiers 34 Speaker: Amy Kirchhoff
    35. 35. Resources 35 Speaker: Amy Kirchhoff
    36. 36. 36 Speaker: Amy Kirchhoff
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    72. 72. OAIS ModelSpeaker: IdoPeled 72
    73. 73. Rosetta Modules Search Preservation Tools ( )Manual / Automatic Management DIP SIP Publishing Ingest Working Operational Area Repository DIP AIP Delivery Permanent Repository Speaker: IdoPeled 73
    74. 74. Key Features Complete Preservation Solution International Community Scalable Extendable, Open Access IntegrativeSpeaker: IdoPeled 74
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    78. 78. Meeting the Expectations of theCommunity : CRL & the Auditingof Digital RepositoriesMarie WaltzCenter for Research Libraries
    79. 79. What is the Center for Research Libraries(CRL)• A consortium of over 260 College and University Library’s, primarily in the U.S. and Canada.• Our members have an interest in auditing and certification because they are investing in digital repositories. Speaker: Marie Waltz11/28/2007 Practices & Challenges in Preservation
    80. 80. Research libraries are changing...contentis no longer on library shelves•The collections of 80% of U.S. research libraries are duplicating the contentsof other research libraries. Most of what is owned will be digitized within thenext ten years.•Google has digitized more than 12 million volumes.•Born digital material is now the norm for many types of academic materials(course syllabi, articles, and many manuscripts submitted to publishers.) Speaker: Marie Waltz Practices & Challenges in Preservation
    81. 81. CRL & Digital Preservation2002 - 2004 – Political Communications Web Archiving Project2005 - 2006 – Test audits of TRAC2008 - 2010 – NSF Case Studies Speaker: Marie Waltz Practices & Challenges in Preservation
    82. 82. CRL & Test Audits using TRACRLG/CRL Mellon Foundation Project to audits digital repositories – ICPSR, Portico, KB, LOCKSS – Tested the TRAC metrics – Understanding of the auditing process. Speaker: Marie Waltz Practices & Challenges in Preservation
    83. 83. CRL & NSF Case Studies• Looked at eight organizations of various sizes who house digital content• Gave us a broader understanding of what makes a “successful” organization• Allowed us to see how technology decisions effect a repository. Speaker: Marie Waltz Practices & Challenges in Preservation
    84. 84. Current Digital Preservation Projects atCRL• Certifying digital repositories of interest to members.• Participation in establishment of ISO 16363• Human Rights Archives & Documentation. Speaker: Marie Waltz Practices & Challenges in Preservation
    85. 85. NISO PresentationWhat is a Trusted Digital Repository?A trusted digital repository is one whose mission is to provide reliable, long-term access to managed digital resources to its designated community, now and in the future – Trusted Digital Repositories : Attributes and Responsibilities, An RLG-OCLC Report (RLG, 2002) Speaker: Marie Waltz Practices & Challenges in Preservation
    86. 86. NISO PresentationWhy Auditing?An audit establishes the soundness and dependability of a repository. Speaker: Marie Waltz Practices & Challenges in Preservation
    87. 87. NISO PresentationAuditing a Digital Repository• Advisory Panel• Audit Criteria• Time table• Standards in auditing• Certification and reporting to community Speaker: Marie Waltz Practices & Challenges in Preservation
    88. 88. Current Advisory Panel• Martha Brogan (Chair) • Anne Pottier Director of Collection Development & Associate University Librarian Management McMaster University University of Pennsylvania • Oya Y. Rieger• Winston Atkins Associate University Librarian for Preservation Officer Information Technologies Duke University Cornell University• William Parod • Perry Willett Senior Repository Developer Digital Preservation Services Manager Northwestern University Libraries California Digital Library• Mark Phillips Assistant Dean for Digital Libraries University of North Texas Libraries Speaker: Marie Waltz Practices & Challenges in Preservation
    89. 89. NISO PresentationCriteria• Advisory Panel• ISO 16363 (TDR) / TRAC• Community feedback Speaker: Marie Waltz Practices & Challenges in Preservation
    90. 90. NISO PresentationTimetable for an Audit1. Logistics for the audit2. Request for Documentation3. Identify activities, policies etc. of key significance for preservation4. Evaluation of Repository (includes site visit)5. Review findings with panel6. Report findings Speaker: Marie Waltz Practices & Challenges in Preservation
    91. 91. NISO PresentationStandards Used in Auditing• Metadata Standards, Dublin Core, Content Standard for Digital Geospatial Metadata (CSDGM)• Technical Standards, ISO 27001• Data and format standards, PDF/A, etc. Speaker: Marie Waltz Practices & Challenges in Preservation
    92. 92. NISO PresentationCertification• Means the Repository is “Trusted”• We report findings to the Research Community• Considerations for: Length of Certification and Re-Certification Speaker: Marie Waltz Practices & Challenges in Preservation
    93. 93. NISO PresentationCertification of HathiTrust& Portico• More information about preservation on their websites• Assurance they are adhering to standards and preservation strategies• Assurance that changes will take preservation into account Speaker: Marie Waltz Practices & Challenges in Preservation
    94. 94. NISO PresentationISO Standard 16363• Work on the standard: PTAB Group• Test audits• Future plans for auditing using ISO 16363 Speaker: Marie Waltz Practices & Challenges in Preservation
    95. 95. NISO PresentationTest Audits of ISO 16363• May-July 2011. Tested six digital repositories, three in the U.S. and three in Europe.• Future plans for auditing using ISO 16363. – European Framework for Certification and Auditing. Speaker: Marie Waltz Practices & Challenges in Preservation
    96. 96. NISO PresentationFuture Plans for CRL Auditing• Use ISO 16363• Audit repositories of interest to academic and independent researchers in the United States and Canada.• Encourage community feedback• Become a resource for information about digital repositories Speaker: Marie Waltz Practices & Challenges in Preservation
    97. 97. NISO PresentationCommunity involvement• Without community feedback we will not be successful at targeting our audits• We want to audit repositories of interest to academic and independent researchers. Speaker: Marie Waltz Practices & Challenges in Preservation
    98. 98. NISO PresentationCRL is becoming a Resource forInformation about Digital Repositories• Global Resources Forum (GRF) Reviews and Profiles• Audit reports• Webinars Speaker: Marie Waltz Practices & Challenges in Preservation
    99. 99. NISO PresentationSummaryCRL will continue to audit digital repositories of interest on behalf of our members using ISO 16363. Speaker: Marie Waltz Practices & Challenges in Preservation
    100. 100. Thank you! Marie Waltzmwaltz@crl.edu

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