Joint Information Systems Committee 11/03/07 | | Slide 1Joint Information Systems Committee Supporting education and resea...
Joint Information Systems Committee 11/03/07 | | Slide 2
Sponsored by
Presenter Details
Digital Preservation & Asset
Manag...
Joint Information Systems Committee 11/03/07 | | Slide 3
Digital Preservation & Asset Management
Aim:
–“… To support pres...
Joint Information Systems Committee 11/03/07 | | Slide 4
DPAM Funding Areas
Three main streams:
– Institutional
Managemen...
Joint Information Systems Committee 11/03/07 | | Slide 5
Projects
Joint Information Systems Committee 11/03/07 | | Slide 6
Theme I: Institutional Management Support & Collaboration
7 proj...
Joint Information Systems Committee 11/03/07 | | Slide 7
Theme 2: Digital Asset Assessment Tools
1 project funded
Joint Information Systems Committee 11/03/07 | | Slide 8
Theme 3: Institutional Repository Infrastructure Development
Thr...
Joint Information Systems Committee 11/03/07 | | Slide 9
Key themes
Joint Information Systems Committee 11/03/07 | | Slide 10
Recurring elements
Lifecycle
management
Cost & Business
models
L...
Joint Information Systems Committee 11/03/07 | | Slide 11
Assessment & Surveys (i)
 Assessment/survey of existing approac...
Joint Information Systems Committee
Assessment & Surveys (ii)
 New survey & assessment tools/services
– DAAT project:
• A...
Joint Information Systems Committee 11/03/07 | | Slide 13
Cost & Business models
 Lifecycle cost & business models:
– ESP...
Joint Information Systems Committee
Legal issues
 Guidance
– Impact of legislation on design and operation of a digital
a...
Joint Information Systems Committee
Cultural issues
 Raising awareness
– Within participating institutions (Managing Risk...
Joint Information Systems Committee
Strategies & Policies
 Shared services (PRESERV; SHERPA DP)
 Overviews and discussio...
Joint Information Systems Committee
Repositories & Preservation: Metadata
 Metadata
– METS
• Sample schema for personal p...
Joint Information Systems Committee
Repositories & Preservation: OAIS & IRs
 OAIS
– Assessment of compliance by existing ...
Joint Information Systems Committee 11/03/07 | | Slide 19
Spotlight on...
Joint Information Systems Committee
Featured outputs (i)
 Case studies
– Implementation and testing of MANDATE toolkit at...
Joint Information Systems Committee
Featured outputs (ii)
 Shared services
– SHERPA DP preservation services: carry out p...
Joint Information Systems Committee
Featured outputs (ii)
 Shared services
– SHERPA DP preservation services: carry out p...
Joint Information Systems Committee
PRESERV: PRONOM-ROAR
Joint Information Systems Committee
Featured outputs (ii)
 Shared services
– PRESERV format profile service: linking PRON...
Joint Information Systems Committee
PARADIGM lifecycle & workbook
Joint Information Systems Committee
Featured outputs (ii)
 Shared services
– PRESERV format profile service: linking PRON...
Joint Information Systems Committee
MANDATE toolkit
Joint Information Systems Committee 11/03/07 | | Slide 28
Synthesis conclusions
Joint Information Systems Committee
Synthesis: initial findings
 Programme aim achieved:
– “… To support preservation and...
Joint Information Systems Committee
Final impressions
 A process of building (but never finishing?)
Services
Multi-
dimen...
Joint Information Systems Committee
Suggestions for further work
 More focus on integrated and holistic approaches
 Rene...
Joint Information Systems Committee
Thank You
Questions?
Maureen Pennock
m.pennock@ukoln.ac.uk
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Digital Preservation

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Digital Preservation

  1. 1. Joint Information Systems Committee 11/03/07 | | Slide 1Joint Information Systems Committee Supporting education and research JISC Conference 2007 Managing & Preserving Institutional Digital Assets Sponsored by
  2. 2. Joint Information Systems Committee 11/03/07 | | Slide 2 Sponsored by Presenter Details Digital Preservation & Asset Management Synthesis Maureen Pennock, Research Officer, Digital Curation Centre (UKOLN).
  3. 3. Joint Information Systems Committee 11/03/07 | | Slide 3 Digital Preservation & Asset Management Aim: –“… To support preservation and management of digital assets within institutions by developing management and assessment tools, training programmes and preservation infrastructure for institutional repositories.”
  4. 4. Joint Information Systems Committee 11/03/07 | | Slide 4 DPAM Funding Areas Three main streams: – Institutional Management Support and Collaboration – Digital Preservation Assessment Tools – Institutional Repository Infrastructure Development Institutional Digital Assets Web resources E-science data E-journals E-prints E-learning objects
  5. 5. Joint Information Systems Committee 11/03/07 | | Slide 5 Projects
  6. 6. Joint Information Systems Committee 11/03/07 | | Slide 6 Theme I: Institutional Management Support & Collaboration 7 projects funded:
  7. 7. Joint Information Systems Committee 11/03/07 | | Slide 7 Theme 2: Digital Asset Assessment Tools 1 project funded
  8. 8. Joint Information Systems Committee 11/03/07 | | Slide 8 Theme 3: Institutional Repository Infrastructure Development Three projects funded (+1)
  9. 9. Joint Information Systems Committee 11/03/07 | | Slide 9 Key themes
  10. 10. Joint Information Systems Committee 11/03/07 | | Slide 10 Recurring elements Lifecycle management Cost & Business models Lifecycle; Preservation services; Training Repositories Preservation services; Metadata; OAIS; Software; Training Cultural issues Advocacy; Engagement; Raising awareness Policies & Strategies Recommended/ implemented/ contributory Assessment & Surveys Existing systems; Development; Risks Legal issues DP; FoI; Obligations; Retention;
  11. 11. Joint Information Systems Committee 11/03/07 | | Slide 11 Assessment & Surveys (i)  Assessment/survey of existing approaches – DAAT Assessment of file format testing tools: DROID, JHOVE and AIHT Empirical Walker (written report) – OAIS/METS project Assessment of Compliance (written report) – PRESERV: Survey of repository preservation policies and approaches (written report) – Managing Risk: Survey of digital asset management practices (written report)
  12. 12. Joint Information Systems Committee Assessment & Surveys (ii)  New survey & assessment tools/services – DAAT project: • Assessment of Attributes: functional attributes for a digital asset assessment tool (written report) • Assessment of Risk Factors: factors that should be measured by an automated assessment tool (written report) • Pilot asset preservation assessment method & tool: (manual survey; results input to db & scored) – PARADIGM: Records survey (written survey questions) – PRESERV: Repository contents assessment (shared service) – OAIS/METS project: Checklist for assessment of compliance
  13. 13. Joint Information Systems Committee 11/03/07 | | Slide 13 Cost & Business models  Lifecycle cost & business models: – ESPIDA: model to help make business cases for intangible assets and activities – LIFE: methodology and formula for costing life of e- journals, including preservation  Preservation & shared services – SHERPA DP: developing a cost model for their shared service; utilising above plus other existing costing info  Education – DPTP: training module on costs and risk management
  14. 14. Joint Information Systems Committee Legal issues  Guidance – Impact of legislation on design and operation of a digital asset management system: DP; FoI; Copyright; Special needs – MANDATE – Legal issues relevant across the lifecycle: Public records acts; archival legislation; human rights & privacy; IPR; access; defamation – PARADIGM – Digital Rights Management – PARADIGM  Training: IPR; FoI; Environmental regulations; DP, legal deposit - DPTP  Risk management: legal risks of failure to manage assets in line with legislation – Managing Risk project
  15. 15. Joint Information Systems Committee Cultural issues  Raising awareness – Within participating institutions (Managing Risk, OAIS/METS, eSPIDA, MANDATE…) – To broad external audience  Addressing range of stakeholders involved in lifecycle activities/decisions  Implicit in the lifecycle approach taken by most projects though not an explicit part of many project outputs) – Briefing paper on digital preservation (Managing Risk) – aimed at internal audience
  16. 16. Joint Information Systems Committee Strategies & Policies  Shared services (PRESERV; SHERPA DP)  Overviews and discussion – Media preservation; degrees of preservation; file formats and RI; migration, emulation, combined strategies (PARADIGM) – Policy and Strategy Issues (MANDATE)  Training – Migration; Emulation; Technology preservation (DPTP)  Contributions to institutional strategic & policy development – Managing Risk, LIFE, MANDATE, PRESERV, SHERPA DP
  17. 17. Joint Information Systems Committee Repositories & Preservation: Metadata  Metadata – METS • Sample schema for personal papers (PARADIGM) • METS as framework for packaging and transferring IR metadata; also for preservation metadata (SHERPA DP) • Assessment of potential within existing archive (OAIS/METS) • EPrints plug-in to export data for delivery to an external service using METS (PRESERV) – PREMIS • Subset for Institutional Repositories (PRESERV) • Use of PREMIS for private paper storage (PARADIGM) – MPEG21 DIDL • EPrints plug-in to export data for delivery to an external service using MPEG21 DIDL (PRESERV) – Training (DPTP; MAT)
  18. 18. Joint Information Systems Committee Repositories & Preservation: OAIS & IRs  OAIS – Assessment of compliance by existing archives; OAIS overview (OAIS/METS) – Development of persistent preservation environment using OAIS model (SHERPA DP) – OAIS overview; practical examples; certification & compliance (PARADIGM) – Training (DPTP) – Suggested use; compliance; case study (MANDATE)  Institutional Repositories – Software • FEDORA (Practical test by PARADIGM) • DSPACE (Practical test by PARADIGM; Linkage between DSPACE and FEDORA by SHERPA DP) • EPrints (Preservation support by PRESERV; Linkage between EPrints and FEDORA by SHERPA DP; – Training module from DPTP
  19. 19. Joint Information Systems Committee 11/03/07 | | Slide 19 Spotlight on...
  20. 20. Joint Information Systems Committee Featured outputs (i)  Case studies – Implementation and testing of MANDATE toolkit at JW College – Implementation and testing of eSPIDA model on eTheses, IR, and Museums collection scenarios – Implementation and testing of LIFE model on VDEP, web archive, and e-journals – Managing Risk implementation at KCL – MAT training sample case studies  Training – Comprehensive digital preservation training (DPTP) – Detailed METS non-technical training (MAT)
  21. 21. Joint Information Systems Committee Featured outputs (ii)  Shared services – SHERPA DP preservation services: carry out preservation services for IRs and provide access to scarce knowledge and expertise
  22. 22. Joint Information Systems Committee Featured outputs (ii)  Shared services – SHERPA DP preservation services: carry out preservation services for IRs and provide access to scarce knowledge and expertise – PRESERV format profile service: linking PRONOM-DROID tool with ROAR to produce IR contents format profile and alert managers to impending obsolescence (where possible)
  23. 23. Joint Information Systems Committee PRESERV: PRONOM-ROAR
  24. 24. Joint Information Systems Committee Featured outputs (ii)  Shared services – PRESERV format profile service: linking PRONOM-DROID tool with ROAR to produce IR contents format profile and alert managers to impending obsolescence (where possible) – SHERPA DP preservation services: carry out preservation services for IRs and provide access to scarce knowledge and expertise  Written guidance – PARADIGM workbook: holistic approach to digital archiving and preservation; highly comprehensive
  25. 25. Joint Information Systems Committee PARADIGM lifecycle & workbook
  26. 26. Joint Information Systems Committee Featured outputs (ii)  Shared services – PRESERV format profile service: linking PRONOM-DROID tool with ROAR to produce IR contents format profile and alert managers to impending obsolescence (where possible) – SHERPA DP preservation services: carry out preservation services for IRs and provide access to scarce knowledge and expertise  Written guidance – PARADIGM workbook: holistic approach to digital archiving and preservation; highly comprehensive – MANDATE toolkit: holistic approach to digital asset management; widely applicable
  27. 27. Joint Information Systems Committee MANDATE toolkit
  28. 28. Joint Information Systems Committee 11/03/07 | | Slide 28 Synthesis conclusions
  29. 29. Joint Information Systems Committee Synthesis: initial findings  Programme aim achieved: – “… To support preservation and management of digital assets within institutions by developing management and assessment tools, training programmes and preservation infrastructure for institutional repositories.”  Project outcomes and conclusions as important as outputs! Increased awareness More communication Better understanding More connections Outcomes Context is key We’re not done yet Step 1: Assessment Collaboration is vital Conclusions
  30. 30. Joint Information Systems Committee Final impressions  A process of building (but never finishing?) Services Multi- dimensional challenge:
  31. 31. Joint Information Systems Committee Suggestions for further work  More focus on integrated and holistic approaches  Renewed needs assessment of UK institutions  File format conversion – authenticity and integrity assessments  More training – on use of standards and ensuring compliance – to continue to engage with broader range of stakeholders  More research and development on shared services  Translation of pilot/short term services into lasting initiatives
  32. 32. Joint Information Systems Committee Thank You Questions? Maureen Pennock m.pennock@ukoln.ac.uk
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