3-27-12 Preservation & Archiving Highlights from ADR - Presentation Slides

Hot Topics: The DuraSpace Community Webinar Series Knowledge Futures: Digital Preservation Planning Curated by Liz BishoffMarch 27, 2012 Hot Topics: DuraSpace Community Webinar Series

Using the Webinar Platform• 2-way audio for all participants is muted• We’ll utilize the Chat Window for the Q&A portion or you may use it if you are having technical difficulties• You may type your question here & hit ‘enter’March 27, 2012 Hot Topics: DuraSpace Community Webinar Series

Webinar 3: Preservation & Archiving Highlights from the Alliance Digital Repository Presenters: Liz Bishoff, Robin Dean & George MachovecMarch 27, 2012 Hot Topics: DuraSpace Community Webinar Series

About our presenters • Liz Bishoff is a partner at The Bishoff Group LLC Colorado Alliance of Research Libraries • Robin Dean is the Director, Alliance Digital Repository • George Machovec is the Interim Executive DirectorMarch 27, 2012 Hot Topics: DuraSpace Community Webinar Series

History & Context George Machovec Interim Executive DirectorColorado Alliance of Research Libraries

Colorado Alliance of Research Libraries• 501c(3) non-profit incorporated in 1978• Former owner of CARL Corporation and UnCover• 13 libraries in Colorado and Wyoming (academic libraries & Denver Public Library)• Four major programmatic tracks • Alliance Digital Repository (ADR) • Prospector union catalog • Database licensing (>$10 million/year) • Gold Rush ERMS and link resolver

ADR Background• An initiative launched by the consortium at the behest of the library deans/directors so each wouldn’t have to do it individually• A collaborative digital repository effort launched in November 2006• After an extensive review of commercial and open source solutions Fedora was selected as the underlying architecture – Flexibility with great promise for the future – Commitment to preservation principles – Fez was the initial front end (later changed to Islandora)

ADR Background (cont.)• Launched project with $445,000 of self- granted local funds – 18 month launch window – Funding supported hardware platform & staffing – Local sites would do their own digitization – Staff placed at consortium offices in Denver – Ongoing costs to be split among participants after 18 month self-funded launch

Key Launch Issues• Selecting the platform after review• Developing policies, guidelines and procedures – Borrowed, whenever possible, from others• Developing agreements between ADR and member organizations – Worked with legal counsel at each site – Signed agreements at several levels

What the Alliance offered• Start-up funding• Staff and resources• Project and services management• System support and maintenance• Marketing support so sites could market on their own campuses• Training• Sustainability

ADR Timeline• Program launched in November 2006 with the hiring of the ADR Director• Initial portals launched for some sites in late 2007• Production portals for some sites in mid to late 2008• Decision made in 2011 to migrate from Fez to Islandora from UPEI/DGI• DuraCloud pilot in 2011 and production launch in 2012

Change• Major programmatic review done in Spring 2010 – Several Alliance libraries left the service to pursue other avenues – Member Institutions (2012) • University of Denver, Univ of Northern Colorado, University of Wyoming, Colorado School of Mines, Colorado College, University of Wyoming, Colorado Mesa University, Colorado State Publications, Jefferson County Public Library• Pilot partnership with Orbis Cascade in 2011/2012. Created a test Islandora portal to explore an inter- consortial partnership.• Service now run with 2.5 FTE central staff and contract with Discovery Garden Inc

Preservationand Migration at the ADR Robin Dean Director, Alliance Digital RepositoryColorado Alliance of Research Libraries

Where are we now? In production since 2008 Consortial digital repository service  9 members (CO & WY)  Centrally managed from Denver, CO Fedora Commons repository Fez: 2008-2012 Islandora: 2011- present 48,000+ objects / 4 TB (as of March 2012)

Poll: How long has your institution had a production digital repository?  5 years or more  3-5 years  2 years  1 year  Less than 1 year  Still in development  No repository / haven’t started yet

What do you mean,migration?

The more thingschange,the more theystay the same

ADR Mission Statement“The mission of the Alliance DigitalRepository (ADR) is to provide servicesfor the preservation of and access todigital assets inherent to the research,information, and education missions ofthe Alliance member institutions.”

ADR Vision Statement“The vision of the ADR is to serve as astandards-based repository andinfrastructure supporting a diverse setof applications, services, and discoverytools that offer long-term management,secure storage, preservation solutions,and - when possible - open access todigital assets of enduring value, asdetermined by the Alliance institutions.”

Governance & Structure Alliance Board ADR Directors ADR Member ADR Services Committee Staff Working Groups/ Subcommittees

Policiesare your destination

Content Identification Policy The ADR supports the ability to make persistent reference to materials deposited Materials form an important part of the scholarly dialogue and record Each digital object has two unique identifiers within the ADR: a PID and a Handle Handles and PIDs are never reused and remain unique to the object

Metadata Policy The ADR will use MODS as a normalizing metadata schema All objects in the ADR will have, either included or created at the point of ingest, a MODS metadata data stream The ADR staff will support the creation, inclusion, and mapping of other standards- based schemas (MARC, VRA, DC, etc.)

Not everythingis worthpreserving

YES NOPrimary Content Files System-generated derivativesDescriptive Metadata Inactive User AccountsAudit/Event Metadata Deleted Objects Access Metadata (sometimes)

The more thingschange,the more theychange

What’s Nextat the ADR

2012• Islandora site launches• DuraCloud production use• Continuing feature development with DGI• Hardware update• Policy review

Post-Migration Policy Review Remove specifics that only applied to original repository model Check new platform against policies  How does it fulfill the policies?  Does it create any new policy requirements?

Questions? Robin Dean Director, Alliance Digital Repository Colorado Alliance of Research Libraries robin@coalliance.org George Machovec Interim Executive Director Colorado Alliance of Research Libraries george@coalliance.orgMarch 27, 2012 Hot Topics: DuraSpace Community Webinar Series

Thank you!• DSpace, Fedora and DuraCloud are part of the DuraSpace open technology portfolio. Visit http://DuraSpace.org for more information.• Contact Carol Minton Morris cmmorris@duraspace.org to learn more about curating “Hot Topics: The DuraSpace Community Webinar Series.”March 27, 2012 Hot Topics: DuraSpace Community Webinar Series

3-27-12 Preservation & Archiving Highlights from ADR - Presentation Slides

by DuraSpace on Mar 27, 2012

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