Digital Preservation…  a wicked problem                 Ronald Surette                 DG Digital Preservation and CIO    ...
Outline   Digital Preservation   Key Questions   Integrity and Authenticity   LAC Strategy   Whole of Society Model ...
Wicked problem•   Originally coined by Professors Rittel and Webber in a seminal paper in 1973.•   From Wikipedia     –   ...
There is no solution to a            wicked problemWe just have to learn to live with them andmanage them.Evolve with time...
Digital is different than analog LAC has three core business functions       Acquisition       Preservation       Acce...
A Word from Daniel Caron,          Librarian and Archivist of Canada“. . . the face of information has changedsubstantiall...
A “Wicked Problem”:                       Attributes of the challenge Profound       Digital objects are now the dominan...
A “Wicked Problem”:   Attributes of the challenge . . . Cont’d Distributed       Increasingly distributed, network-based...
Digital Preservation: 4 Key Questions1. In what ways is digital preservation NOT the same as   analog preservation?      ...
Digital Preservation: 4 Key Questions2. Should we take a “generational”   approach to digital preservation?      Continua...
Digital Preservation: 4 Key Questions3. Should we develop and use TDR models that support    “levels” of preservation, acc...
Digital Preservation: 4 Key Questions4. How could we implement and manage a   networked operationalization of the first   ...
Integrity and AuthenticityAnalogue meanings:                   Digital meanings:       Tied to concept of            Ori...
Integrity and Authenticity Thoughts, insights, issues, actions       Chain of control requires documenting        change...
The OAIS Model       15
OAIS Model             Digital?Receiving                Shipping                 16
Digital Preservation Tenants: A Re-cap1. Digital archives are significantly different from physical archives   with respec...
LAC Strategy Describes our current, emergent approach Consider it one way not the only way Expect continual change and ...
LAC Strategy One solution does not fit . . . (. . . Any/All) The only durable solutions are those that can be  changed/r...
LAC Strategy . . . More details Use different repositories for different kinds of  digital objects      Have built a rep...
LAC Strategy . . . More details All objects, including access versions, held in the  TDRs (DAMs) Moving to digital servi...
Agile Digital Preservation Strategies                         High Metadata Requirements                                  ...
TDR/DAM Architecture          23
Whole of Society Model: “About-ness” LAC is using a whole of society approach for the selection  of items to be acquired....
Whole of Society Model: FacetsThe model uses several dimensions of facets: People: Relevant people and their attributes i...
Whole of Society Model: Facets (cont’d)The model uses several dimensions of facets: Locations    Standards and non-stand...
Whole of Society Model The Whole of Society Model metadata is used to describe  the assets and is used to compliment and ...
State of the DP world• List of Digital Preservation Initiatives   – http://en.wikipedia.org/wiki/List_of_digital_preservat...
Conclusion Assurance of long-term digital preservation  derives from LAC’s change capability;  meaning, its ability to su...
The preceding pages describe Library and Archives Canada’s currentunderstanding of, and strategies and plans for, digital ...
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AIIM Ottawa Presentation Digital Preservation A Wicked Problem

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AIIM Ottawa presentation by Ron Surette, DG DIgital Preservation and CIO Library and Archives Canada

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AIIM Ottawa Presentation Digital Preservation A Wicked Problem

  1. 1. Digital Preservation… a wicked problem Ronald Surette DG Digital Preservation and CIO Library and Archives Canada Ronald.surette@lac-bac.gc.ca
  2. 2. Outline Digital Preservation Key Questions Integrity and Authenticity LAC Strategy Whole of Society Model State of the DP world Conclusion 2
  3. 3. Wicked problem• Originally coined by Professors Rittel and Webber in a seminal paper in 1973.• From Wikipedia – A problem that is difficult or impossible to solve because of incomplete, contradictory, and changing requirements that are often difficult to recognize. Moreover, because of complex interdependencies, the effort to solve one aspect of a wicked problem may reveal or create other problems.• They are complex, ever changing problems that you haven’t been able to treat with much success (or “solve” in the traditional sense of the word), because they won’t keep still. They are “messy”.• They cannot be solved in a traditional linear fashion (as you would a “tame” problem) as the problem definition itself evolves as new possible solutions are considered and/or implemented.• We just have to learn to live with them and manage them. There is no “SOLUTION”• Digital preservation fits that description and, importantly, some of the approaches to “wicked problems” become useful as strategies for Digital Preservation as I hope you will see later in the presentation. 3
  4. 4. There is no solution to a wicked problemWe just have to learn to live with them andmanage them.Evolve with time…But you can’t SOLVE them 4
  5. 5. Digital is different than analog LAC has three core business functions  Acquisition  Preservation  Access Across three primary sources:  Government records via Records Disposition Authorities (RDAs)  Published material via legal deposit/purchases  Private records via donations/purchases IN ALL BUSINESS LINES AND ACROSS ALL SOURCES, DIGITAL IS DIFFERENTDigital is different 5
  6. 6. A Word from Daniel Caron, Librarian and Archivist of Canada“. . . the face of information has changedsubstantially in the last decade: superabundance;rapid creation, sharing and remixing by individuals;multiple formats; unprecedented access; ever-present and expanding user influence, points ofview, skills and engagement. This picture is in directcontrast to that of the past, which was characterisedby limited creation and quantity; mediated accessand decisions; authoritative sources; specialistinterventions; limited number of fixed formats; limitedsharing; and fewer players.” – Daniel J. Caron, Shaping our Continuing Memory Collectively: A Representative Documentary HeritageDigital is different 6
  7. 7. A “Wicked Problem”: Attributes of the challenge Profound  Digital objects are now the dominant way of creating, managing, exchanging and accessing information  Changing architecture of social and business processes  Shifting institutional structures, boundaries and relational configurations Complex  Content: distributed network-based digital objects, the emergence of shared digital stewardship  Technical: a shape-shifting, ever-changing landscape dominated by persistent uncertainty  Social: emergence of new actors, new and more complex social and economic dynamicsDigital is different 7
  8. 8. A “Wicked Problem”: Attributes of the challenge . . . Cont’d Distributed  Increasingly distributed, network-based organization of digital information and its life-cycle management  Shared among a broad range of societal actors in all sectors of society; global, trans-national in scope  Requires national and trans-national frameworks and governance “Wicked”  Continuous uncertainty and shifting solution domains  Traditional assumptions and approaches to problem resolution do not work  Requires new thinking, innovation, continuous experimentation; new skills and governanceDigital is different 8
  9. 9. Digital Preservation: 4 Key Questions1. In what ways is digital preservation NOT the same as analog preservation?  Digital objects are less fixed (photograph vs website; book vs blog)  Digital objects will be acquired based on analysis of value not evidence of value: more chaff with the wheat: continual re- appraisal?  Total cost of ownership shifts: digital costs more to preserve than to get – more interventions required  All of the above are true in both migration and emulation scenarios IF THE PROBLEMS ARE NOT THE SAME, WHY WOULD WE EXPECT THE SOLUTIONS TO BE?Key Questions 9
  10. 10. Digital Preservation: 4 Key Questions2. Should we take a “generational” approach to digital preservation?  Continual refresh of tools and practices: a long-term solution = short-term solution + next short-term solution + next short-term solution . . . . 10 years at a time?  Requires new approach to services (not systems) developmentKey Questions 10
  11. 11. Digital Preservation: 4 Key Questions3. Should we develop and use TDR models that support “levels” of preservation, accountability, and metadata requirements?  Specialized preservation; common access  Shift metadata focus to information “about-what-the- item-is-about” not “about-the-item”  Store and access metadata in structures that support digital discoveryKey Questions 11
  12. 12. Digital Preservation: 4 Key Questions4. How could we implement and manage a networked operationalization of the first three concepts?  Appraisal decisions before-or-at the point of creation  Sharing information on what’s being collected and why  Transfer ownership and control over bits and bytes rather than transfer the digital objects themselvesKey Questions 12
  13. 13. Integrity and AuthenticityAnalogue meanings: Digital meanings:  Tied to concept of  Original no longer exists “original”: unique – email/tweet version of an item  Reduced risk to alteration  Risk of alteration or of “initial” version; access alternate versions is to copies  Demonstrated via  Multiple copies allows provenance and “chain validation of control”  Demonstrated via provenance and chain of controlIntegrity and Authenticity 13
  14. 14. Integrity and Authenticity Thoughts, insights, issues, actions  Chain of control requires documenting changes . . . Same as analogue  Demonstrate this chain of control for digital items at three levels: “l’objet physique, l’objet logique, et l’objet conceptuel” (Frey)  Reformatting/migrating the object versus emulating the deviceIntegrity and Authenticity 14
  15. 15. The OAIS Model 15
  16. 16. OAIS Model Digital?Receiving Shipping 16
  17. 17. Digital Preservation Tenants: A Re-cap1. Digital archives are significantly different from physical archives with respect to acquisition, preservation and discovery.2. Digital archives are assets held in trust for use by our citizens: they have measurable values and costs that change with time. The efforts associated to preserving digital assets should be proportional to their value.3. Digital archives need to be preserved for an extended period but the preservation technology and strategy will be achieved one generation at a time.4. Because of their unstable nature, digital assets must be captured close to creation and should be disposed of later if their value is not sustained during reviews.5. Digital archives need to be federated using a shared data model.LAC Strategy 17
  18. 18. LAC Strategy Describes our current, emergent approach Consider it one way not the only way Expect continual change and refinement Open to challenge, confirmation and change Welcome dialogue and discussion on all of these issues  What is missing? Alternative approaches?LAC Strategy 18
  19. 19. LAC Strategy One solution does not fit . . . (. . . Any/All) The only durable solutions are those that can be changed/replaced easily, quickly, cheaply.  Build small. Build fast. Build often. Change is the only constant so be good at itLAC Strategy 19
  20. 20. LAC Strategy . . . More details Use different repositories for different kinds of digital objects  Have built a repository to meet our most stringent requirements.  Examining commercial products to hold specialized records with different requirements With a common integration layer to support control, discovery and accessSocial Data Model 20
  21. 21. LAC Strategy . . . More details All objects, including access versions, held in the TDRs (DAMs) Moving to digital service delivery model where access to LAC holdings is via digital version regardless of original format Digital objects served from TDRs to the user via common search layer and according to the applicable rights management regime (access is legislation/policy driven not technology-driven)LAC Strategy 21
  22. 22. Agile Digital Preservation Strategies High Metadata Requirements Current Strategy High description High description Low preservation High preservation Low description Low description Low preservation High preservation Low Low Preservation Requirements High 22
  23. 23. TDR/DAM Architecture 23
  24. 24. Whole of Society Model: “About-ness” LAC is using a whole of society approach for the selection of items to be acquired. This approach uses a domains social model to focus our attention on areas of importance within Canadian society, using the concept of fundamental discourses. (More at: http) The Whole of Society Data Model is a semantic representation the domains social model and is used for the management of the metadata. This data model can also be shared with other documentary heritage organizations (DHOs), thereby significantly enhancing the “findability” experience across DHOs. Whole of Society Model 24
  25. 25. Whole of Society Model: FacetsThe model uses several dimensions of facets: People: Relevant people and their attributes including biographies  Artists, Authors, Politicians, Celebrities Terms: Roles that link people to organizations for a time period  Prime Minister, President, CEO, Owner, Member Organizations  Political, Economic, Government, Social entities Events  Wars, celebrations, natural disasters, political, Whole of Society Model 25
  26. 26. Whole of Society Model: Facets (cont’d)The model uses several dimensions of facets: Locations  Standards and non-standards Eras  Formal: centuries, decades, years  Informal: related to events (Depression, Victorian, Edwardian) Social domains  Health, Military, Science, Environment Social Data Model 26
  27. 27. Whole of Society Model The Whole of Society Model metadata is used to describe the assets and is used to compliment and extend provenance and preservation metadata The Whole of Society Model metadata is used to provide the multifaceted discovery function that is difficult to achieve with traditional metadata structures. The relationship between assets and the model provides the new “finding aids” These relationships need to be captured in new data structures and tools Whole of Society Model 27
  28. 28. State of the DP world• List of Digital Preservation Initiatives – http://en.wikipedia.org/wiki/List_of_digital_preservation_initiatives – Planets – European Community – NDIIP – Library of Congress – DPE – Digital Preservation Europe – CASPAR – (Cultural, Artistic and Scientific knowledge for Preservation, Access and Retrieval – NARA – National Archives and Record Administration 28
  29. 29. Conclusion Assurance of long-term digital preservation derives from LAC’s change capability; meaning, its ability to successfully and consistently implement change on a frequent, rapid and effective basis. This means digital is different from analogue The way forward will be highlighted by ongoing learning; we welcome input and comment to ensure that we learn from others Conclusion 29
  30. 30. The preceding pages describe Library and Archives Canada’s currentunderstanding of, and strategies and plans for, digital preservation, a rapidlychanging field. LAC expects its way forward to continually evolve and welcomesperspectives, challenges, and comments that will help it identify and implementnecessary revisions to its approach.
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