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Blue Ribbon Task Force on Sustainable Digital Preservation
 

Blue Ribbon Task Force on Sustainable Digital Preservation

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Presentation to JISC/CNI Conference 2010 on the Task Force final report. Thanks to Lavoie and Berman for many of the slides

Presentation to JISC/CNI Conference 2010 on the Task Force final report. Thanks to Lavoie and Berman for many of the slides

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    Blue Ribbon Task Force on Sustainable Digital Preservation Blue Ribbon Task Force on Sustainable Digital Preservation Presentation Transcript

    • Blue Ribbon Task Force on Sustainable Digital Preservation and Access Summary of activity and recommendations Chris Rusbridge
    • Many thanks to Brian Lavoie and Fran Berman for co-chairing the Task Force, and also for allowing me to plunder many of their slides!
    • In around 20 minutes…
      • Lots of background
      • 5 Sustainability conditions
      • 5 Challenges
      • 3 Imperatives
      • Some economics…
      • 4 Domain areas
      • Action agenda…
      • We greatly appreciate the funding, time, and support from our sponsors.
      • Berman/Lavoie
      Cohen Acoustical AK Consulting
    • We Depend on Digital Information
      • Berman/Lavoie
      E-Government E-Business Digital Entertainment Communication and Information Research and Education
      • Digital Access and Preservation is a technical, management, policy, regulatory, social, and economic problem
      • Key issues to resolve:
        • What should we preserve?
        • Who is responsible for digital information?
        • Who pays for digital information and its supporting cyberinfrastructure?
      Access to Information Tomorrow Requires Preservation Today
      • Berman/Lavoie
    • How do we currently support access to digital information? Donations, etc. Subscriptions Government grants Advertisements Pay per service
      • Berman/Lavoie
    • Those who pay, those who provide, and those who benefit are not necessarily the same!
    • Focus on the Longer-term: The Blue Ribbon Task Force on Sustainable Digital Preservation and Access
      • BRTF Charge:
        • Conduct a comprehensive analysis of sustainable digital preservation
        • Identify and evaluate best practices
        • Make specific recommendations for action
        • Articulate next steps for further work
      brtf.sdsc.edu
      • Berman/Lavoie
    • Who’s Involved: BRTF-SDPA Participants
      • Blue Ribbon Task Force:
      • Fran Berman , Rensselaer Polytechnic Institute [co-Chair]
      • Brian Lavoie , OCLC [co-Chair]
      • Paul Ayris , University College London
      • Sayeed Choudhury , Johns Hopkins University
      • Elizabeth Cohen , AMPAS/Stanford
      • Paul Courant , University of Michigan
      • Lee Dirks , Microsoft
      • Amy Friedlander , CLIR
      • Vijay Gurbaxani , UC Irvine
      • Anita Jones , University of Virginia
      • Ann Kerr , Consultant
      • Cliff Lynch , CNI
      • Dan Rubinfeld , UC Berkeley
      • Chris Rusbridge , DCC
      • Roger Schonfeld , Ithaka
      • Abby Smith Rumsey , Consultant
      • Anne Van Camp , Smithsonian
      • Liaisons
      • NSF: Chris Greer , Lucy Nowell, Sylvia Spengler, Phil Bogden
      • Mellon Foundation: Don Waters
      • Library of Congress: Laura Campbell, Martha Anderson
      • NARA: Robert Chadduck
      • Staff and Students
      • Task Force Administration: Susan Rathbun
      • Communications: Jan Zverina, Ben Tolo
      • Graduate Student Interns: Lori Eakin, Liz Bedford
      • Berman/Lavoie
    • BRTF Deliverables
      • December 2008 : Interim Report
      • Foci:
        • Understand current practices
        • Synthesize major themes
        • Identify systemic challenges
      • February 2010: Final Report
      • Foci:
        • Structural analysis of 4 common scenarios
        • Recommendations and Actions
        • Next steps
      • Berman/Lavoie
      Economic Framework 4 Common Scenarios http://brtf.sdsc.edu/biblio/BRTF_Final_Report.pdf
    • Context to Findings Interim Report: Problem Space, Experience Economic Framework 4 Common Scenarios Final Report: General Findings & Recommendations
      • Berman/Lavoie
    • BRTF Final Report: Sustainable Economics for a Digital Planet http://brtf.sdsc.edu/biblio/BRTF_Final_Report.pdf
      • Berman/Lavoie
    • Key Finding
      • “… sustainable economics for digital preservation is not just about finding more funds. It is about building an economic activity firmly rooted in a compelling value proposition , clear incentives to act, and well-defined preservation roles and responsibilities .”
      • Berman/Lavoie
    • 5 Challenges
      • Long-term preservation activities funded by short-term resource allocations
      • Challenges in valuing (and monetizing) the benefits of digital preservation, to attract funding and investment
      • Little coordination of preservation activity across diffuse stakeholder communities
      • Misaligned incentives between those who are in a position to preserve, and those who benefit
      • Lack of clear responsibility for digital preservation, and a prevailing assumption it is someone else’s problem
      • Lavoie
    • Technical Social Economic
      • Frame digital preservation as a sustainable economic activity
        • Sustainable: ongoing resource allocation over long periods of time
        • Economic activity: deliberate allocation of resources
    • 5 Sustainability conditions
      • Recognition of benefits by decision-makers
      • Incentives for decision makers to preserve in public interest
      • Selection process for long-term value
      • Mechanisms to secure resources
        • ongoing
        • efficient
      • Appropriate organisation and governance
    • Benefits & Incentives
      • Clearly articulate benefits of digital preservation activity
        • Benefits should emphasize outcomes
        • Articulate benefits  cultivate sense of value, “willingness to pay”
      • Clearly articulate incentives for decision-makers to act
        • Identify and leverage institutional “self-interest”: e.g., business opportunity; mission-driven; policy compliance
        • Orchestrate incentives over complete digital lifecycle
      • Lavoie
    • Selection & Allocation of Resources
      • Selection: can’t “preserve everything for all time”
        • Prioritization: allocate resources where they generate most value
        • Circumscribed set of materials; realistic preservation goals
        • Align expectations and capacity
      • Support ongoing, efficient allocation of resources
        • Coordinate resource transfer from those who are willing to pay to those who are willing to preserve (pricing, donations, grants/taxes)
        • Efficiency: productive use of resources; leverage economies of scale, economies of scope
      • Lavoie
    • Organization & Governance
      • Preservation activities can be managed through a variety of organizational forms :
        • Organization with no private interest in preservation (e.g., third party service)
        • Organization with private interest in preservation; preserves on behalf of itself and other organizations (e.g., research library)
        • Organizations with mandate to preserve, conferred by public policy, to fulfill stated public interest (e.g., national archive)
      • Governance : strategy, responsibility, accountability
        • Organization/governance  trust
      • Lavoie
    • 3 Imperatives
      • Articulate compelling value proposition
        • the case for preservation is the case for use
      • Provide clear incentives to preserve in the public interest
      • Define roles & responsibilities
        • ensure flow of resources
        • throughout digital lifecycle
    • Economics: core attributes
      • Digital Preservation represents a derived demand
      • Digital materials are depreciable durable assets
      • Non-rival in consumption
        • free-rider potential
      • Process is temporally dynamic & path-dependent
        • today's commitments are not for all time
        • today's actions can remove options for all time
    • Economics: choice variables
      • Who owns?
      • Who benefits?
      • Who selects?
      • Who preserves?
      • Who pays?
    • 4 Domain areas
      • Berman/Lavoie
      Commercially-Owned Cultural Content Collectively-Produced Web Content Research Data Scholarly Discourse
    • Scholarly Discourse Sustainability Challenges Actions Consensus about value, (less so for emerging forms) Incentives often misaligned Roles & responsibilities rooted in print era Selection criteria for emerging forms Diffuse right to preserve to those willing to act in the public interest Align responsibilities with digital environment
      • Berman/Lavoie
    • Research Data Sustainability Challenges Actions Vast amounts of data; Variable future value Incentives diminish as decision-making becomes more “granular” Fragmented decision- making/preservation Establish priorities in data selection Leading role for funders in mandating preservation Coordination and scale can leverage value and reduce costs
      • Berman/Lavoie
    • Commercially-Owned Cultural Content Sustainability Challenges Actions
        • Variable/diffuse demand;
        • “ digital cultural heritage”
        • uncertain
      • Private & public incentives
      • to preserve often
      • competing
        • Lack of “hand-off”
        • mechanisms
      Define digital cultural heritage to aid selection Establish public right to preserve that protects private interests; enhance private incentives Public-private partnerships to ensure lifecycle curation
      • Berman/Lavoie
    • Collectively-Produced Web Content Sustainability Challenges Actions Future demand not clearly articulated Incentives to preserve are weak Ownership diffused; no clear preservation actor among current stakeholders Gather stakeholders under leadership of stewardship Organizations Use public policy to strengthen incentives Contributors and hosting services should lower barriers to 3 rd -party archives
      • Berman/Lavoie
    • Some General Principles
      • Dynamics: Preservation is a series of decisions
      • Benefits: Value of preservation based on use
      • Selection: Scarce resources = prioritization
      • Incentives: Strengthen, align, create
      • Organization/Governance: Responsibilities must be clear; “handoffs” secure
      • Resources: reflect community norms, flexible in face of disruptions, leverage economies of scale & scope
      • Berman/Lavoie
    • Agenda for further action
      • Organizational action
        • Develop public-private partnerships (cf LoC-Twitter)
        • Seek economies of scale and scope
        • Create and secure chains of stewardship over time
      • Technical action
        • Build capacity and lower costs
      • Public policy action
        • Address copyright barriers, clarify rights
      • Education and public outreach action
    • Action agenda for…
      • National and International agencies
      • Funders and sponsors of data creation
      • Stakeholder organisations
      • Individuals
      • … and action agendas by content domain
    • In conclusion…
      • As a participant, this was a challenging but intensely interesting and valuable process
      • Broken new ground in the economic analysis of digital preservation
      • Laid foundations for valuable further work!
      • [email_address]
    • Report Launch
      • US Symposium, Washington 1 April 2010
      • UK Symposium, London 6 May 2010