Reference Model for Economically Sustainable Digital Curation
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Reference Model for Economically Sustainable Digital Curation

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Presentation to workshop at the International Digital Curation Conference, 2011. Discusses the draft reference model in preparation

Presentation to workshop at the International Digital Curation Conference, 2011. Discusses the draft reference model in preparation

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Reference Model for Economically Sustainable Digital Curation Reference Model for Economically Sustainable Digital Curation Presentation Transcript

  • Reference Model for Economically Sustainable Digital Curation Brian Lavoie, OCLC Chris Rusbridge, Consultant IDCC11 Workshop Bristol, England 8 December 2011
  • BACKGROUND
  • Foundations for progress 15 years ago … Focus on digital preservation as a technical problem OAIS Reference Model Organized problem space and provided foundation for future progress Today … Focus on digital curation as economic/organizational problem Report: “Sustainable Economics for a Digital Planet: Ensuring Long-Term Access to Digital Information” Draft: “Reference Model for Economically Sustainable Digital Curation” Organize problem space, provide foundation for future progress View slide
  • Blue Ribbon Task Force on Sustainable Digital Preservation and Access
    • Task Force:
      • Supported by NSF, Mellon, JISC, Library of Congress, CLIR, NARA
      • Cross-domain: cultural heritage, academia, public sector, private sector
      • Cross-discipline: computer scientists, economists, archivists, librarians
    • Goal: Frame digital preservation as sustainable economic activity
      • Define and characterize the problem space
      • Provide practical recommendations for key decision-makers
      • Establish foundations of an economics of digital preservation
    View slide
    • Comprehensive description of fundamentals of economics of digital preservation
      • Definition of economic sustainability in digital preservation context
      • Identification and explanation of core economic attributes of digital preservation, and their impact on sustainability
    • Practical findings and recommendations to aid preservation decision-making:
      • Based on detailed economic analysis of 4 key digital preservation scenarios
      • Both context-specific and general recommendations
    • “ Second-order results”: concepts, vocabulary, organizing framework to shape future work on economically sustainable digital preservation
    Final Report: Sustainable Economics for a Digital Planet: Ensuring Long-Term Access to Digital Information
  • Some reflections on the report …
    • Strengths:
      • Relevant to virtually all digital preservation activities
      • Comprehensive assessment of the economic infrastructure needed to support successful digital preservation
      • Well-suited to inform high-level strategic analysis and planning
      • Solid foundation for future work on economics of digital preservation
    • But …
      • Lengthy narrative form (110 pages) aimed at senior decision-makers
      • Not easily applied as a practical tool for developing a sustainability strategy for a particular curation context
  • Reference Model (via Wikipedia)
    • “ model … that embodies the basic goal or idea of something and can then be looked at as a reference for various purposes”
    • Attributes:
      • Abstract: not real things, but abstract representation of things (concepts)
      • Entities and Relationships: things that exist, and how they relate/interact
      • Within an environment: describes a particular problem space
      • “ Technology agnostic”: does not make assumptions about the real-world environment that would reduce its applicability
    • Uses:
      • Create standards for entities and relationships
      • Educate (deconstruct and analyze the problem space)
      • Improve communication
      • Create clear roles and responsibilities
      • Compare implications of alternative solutions
    e.g., OAIS
  • Reference model for economically sustainable digital curation
    • Model that embodies the basic goal of economically sustainable digital curation and can then be looked at as a reference for building a sustainability strategy for a curation activity .
    • Attributes:
      • Abstract: key concepts of economic sustainability
      • Entities and Relationships: ecosystem of stakeholders and relationships
      • Within an environment: focuses on economic aspects of digital curation
      • “ Technology agnostic”: applicable to most digital curation contexts
  • REFERENCE MODEL FOR ECONOMICALLY SUSTAINABLE DIGITAL CURATION
  • Preservation or curation?
    • Lots of interpretations!
    • Preservation: we are taking to mean actions at the archival stage (cf OAIS)
      • Digital assets less active, value harder to determine
    • Curation: we are taking to mean caring for the digital asset throughout its life
      • Value easier to identify at active use stage and in aggregate
  • Digital Assets Stake-holders Curation Process Sustainability Strategy A sustainability strategy orchestrates the Key Entities to achieve Sustainability … Benefits Selection Incentives Organization/governance Ongoing resource allocation
  • Summary of Model
  • Economic lifecycle
  • Creator Rights Holder Current Beneficiaries Future Beneficiaries Managing Agency Representatives of the Long-term Public Interest Supply-side Demand-side Lifecycle Management Digital Assets “ Investors” Ecosystem Layer 1: Roles
  • Creator Rights Holder Current Beneficiaries Future Beneficiaries Managing Agency Representatives of the Long-term Public Interest Supply-side Demand-side Lifecycle Management Digital Assets “ Investors” Ecosystem Layer 2: Relationships
  • Economic risks
    • What is affected by economic risks?
      • Value
      • Selection issues
      • Incentives
      • Rights issues
      • Organisational issues (including policy)
      • Resources
    • Risk actions
      • Avoid
      • Reduce/mitigate **
      • Transfer
      • Accept
  • Commentary so far
    • Style too dense; needs work
    • Alternative economic lifecycle model
    • Need business plan rather than sustainability strategy?
    • Balancing value, risk, and reassurance
    • Concern we’re not covering preservation
    • Framework of use cases for stakeholder categories?
  • Commentary so far - 2
    • Comment on aggregate value
    • Scope and target audience not clear
    • Limited spheres of influence for stakeholders
    • Sustainability strategy needs to be less abstract
    • Comments on balance in text
    • Abstracted wildly from comments, see web site for actual commentary text & image!
  • Contacts/Links
    • Brian Lavoie: [email_address]
    • Chris Rusbridge: c.rusbridge@gmail.com
    • Reference model:
    • http://unsustainableideas.wordpress.com/economic-sustainability-ref-model-page/
    • (Google: sustainability reference model)
    • Blue Ribbon Task Force:
    • http://brtf.sdsc.edu/ (web site)
    • http://brtf.sdsc.edu/biblio/BRTF_Final_Report.pdf
  • Reference Model for Economically Sustainable Digital Curation: Tools & Evidence IDCC Workshop Bristol, UK December 8, 2011
  • Theory to practice … Tools to aid in applying reference model concepts & frameworks Development of evidence base of “ worked examples” Reference model: Concepts & frameworks Practical application: Real-world decision-making (sustainability strategy design)
  • Ex: KRDS Benefits Analysis Toolkit KRDS Benefits Framework Value Chain & Benefits Impact Tool Partner case studies User Guides http://beagrie.com/krds-i2s2.php
  • Tools (wishlist!)
    • Design template: basic steps to navigate through process of designing a sustainability strategy
    • Step 1: Understand environment
    • What is the economic lifecycle?
    • Who are the key stakeholders?
    • Step 2: Characterize curation activity
    • Step 3: Identify risks
    • Step 4: Select remedy
    • etc.
  • More tools
    • Interactive questionnaires: Guides to help gather relevant information for well-defined subsets of sustainability decision-making process
    • Example: Characterizing the stakeholder ecosystem
      • Is the community of beneficiaries well-defined/tightly coordinated?
      • Is there currently significant usage of the digital assets in question, or is usage expected in the future?
      • Are there organizations/associations that could act as liaisons to the community of beneficiaries?
      • etc.
  • More tools
    • Taxonomies & checklists: Lists of real-world examples of “concepts in practice”
    • Example: Risk Taxonomy
    • Creation of curation service: unpersuasive value proposition, diffused/uncoordinated beneficiaries, etc.
    • Continuation of curation service: interruptions of funding flows, loss of key stakeholders, etc.
    • Example: Starter taxonomies for key relationships in stakeholder ecosystem
    • “ grants preservation rights to”, “acts on behalf of” “supplies resources to”, etc.
  • Hinting at greater complexity…
  • More tools
    • Adapt existing tools produced for other contexts
      • KRDS Activity Model (curation process)
      • KRDS Benefits Analysis Toolkit (value proposition)
      • Risk assessment tools
    • Tool to explore the economic lifecycle
    • User guides
    • Other ideas???
  • Evidence base
    • Accumulate evidence base of case studies in sustainability that highlight:
      • Distinctive features that help digital curation activities map to case studies similar to local circumstances
      • Linkages between environmental & curation activity characteristics, salient economic risks, and effective remedies
      • Best practices for using reference model/tools to support process of designing a sustainability strategy
      • Shortcomings in reference model/tools that can be addressed in future revisions
  • Case studies: different perspectives
    • Focus on specific digital curation activities …
    • Or generalize to classes of activities
      • Scholarly discourse; Research data; Commercially-owned cultural content; Collectively-produced Web content (cf. BRTF report)
      • More?
    • Encourage range of international contexts
    • Provide template to facilitate creation of case studies and promote consistency of information provided across case studies
  • Possible next steps
    • Identify points in reference model where tools would aid practical application
    • Encourage one or two digital curation activities to design & refine tools based on local testing of reference model
    • Encourage several digital curation activities to “seed” the evidence base with case studies; develop case study template for wider use
  • Reference Model for Economically Sustainable Digital Curation: Concluding Discussion IDCC Workshop Bristol, UK December 8, 2011
  • Questions for discussion …
    • Are any key sustainability-related concepts & entities from the curation problem space missing from the reference model?
    • How does the reference model link up with other digital curation tools and resources (e.g., OAIS, KRDS, DCC Digital Lifecycle, etc.)?
    • What are the best mechanisms for encouraging take-up of the reference model within the digital curation community?
    • What are the key use cases for the reference model?
      • Communicating sustainability plans to funders?
      • Coordinating digital curation discussions among stakeholders ?
      • Analyzing impact of alternative policy options?
      • Foundation for standards-building?
    • Other comments?
  • Contacts/Links
    • Brian Lavoie: [email_address]
    • Chris Rusbridge: c.rusbridge@gmail.com
    • Reference model:
    • http://unsustainableideas.wordpress.com/economic-sustainability-ref-model-page/
    • (Google: sustainability reference model)
    • Blue Ribbon Task Force:
    • http://brtf.sdsc.edu/ (web site)
    • http://brtf.sdsc.edu/biblio/BRTF_Final_Report.pdf
  • Thank you!