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Creating LSE Digital Library
                Ed Fay
      Digital Library Manager

         e.fay@lse.ac.uk
           @digitalfay
Creating LSE Digital Library
  Why
    Collections
    Mission and strategy
  Making the case
    Collections audit
    Options appraisal
    Proposal
  Implementation
    Development programme
    Roles and responsibilities
  Questions
BORN-DIGITAL ARCHIVES                      DIGITISATION




RESEARCH OUTPUTS


                                        WEB HARVESTING



PUBLIC LECTURES         OFFICIAL PUBS         FUTURE…


                                               ?
LSE Library Collections
                                    Local                               £

             •   Research outputs (publications, data)      •   Journals
             •   Digitisation                               •   Books
             •   Public lectures                            •   Newspapers
  Digital    •   Web harvesting (websites, blogs, tweets)   •   Statistics / data

             •   Archives (institutional, personal)
             •   Theses
             •   Official publications
             •   Archives (institutional, personal)         •   Monographs
             •   Theses                                     •   Journals
             •   Official publications                      •   Pamphlets
  Physical
                                                            •   Newspapers
                                                            •   Statistics
                                                            •   Microfilm
Preservation responsibility
                       Local                    £


                                    • Consortia
  Digital   • LSE Digital Library      • LOCKSS
                                       • Portico




            • Archives Services     • Print Collections
 Physical                           • Consortium
            • Print Collections
                                       • UKRR
Research outputs repository




* New additions per month
Digital archives




 * New hybrid or digital collections per year
Library space




* Metres added per year
Mission | Strategy
“Build and preserve distinctive collections to support
  research and learning, and represent a record of
  thought in the social sciences”
   “Develop our digital library so that we are able to acquire,
     preserve and provide access to digital collections which
                 match the strength of our print collections”
“…information repository services to support new forms of
  scholarly communication and enable the School to manage,
  disseminate and preserve these intellectual assets”
Making the case
  • Collections audit
    • Format diversity, volume/growth
    • Risk assessment (threats to our strategic objectives)
    • User and functional requirements (ingest, preservation, access)

  • Options appraisal (‘market survey’)
    • Community best practice
    • Repository architectures

  • Proposal
    • Articulating value
    • Solution: working practices, skills, infrastructure
    • Development roadmap
Collections audit
Collections audit
  • Known knowns
    o Existing collections (legacy digitisation, research pubs)
    o Known capacity requirements

  • Known unknowns
    o Future collections (archive deposits, official publications)
    o Projected capacity requirements

  • Unknown unknowns
    o Possible collections (new digitisation projects, institutional
      digital assets, research data)
    o Unpredictable capacity planning
Risk assessment
  Digital Repository Audit Method Based on Risk
    Assessment (DRAMBORA)
                                       http://repositoryaudit.eu/
  Risk categories:
  • Collection degradation or loss
  • Reduced availability of content to users
  • Loss of trust or reputation
  Risk causes, lack of:
  • Unified collection management/preservation activity
  • Staff time and skills
  • Technical infrastructure, investment in development
Risk assessment
                                       Activity
                                   overlooked or
                                       under
                                     resourced
                  Inadequate
                   staff skills
   Media                             Failure of
degradation or                      authenticity,
obsolescence                         integrity,
                    Loss of         provenance
                   essential                        Loss of trust
                 characteristics                    or reputation
 Insufficient                         Cannot
  backups                           implement
                                   preservation
                 Infrastructure
                                       plans
                     cannot
                    support
                 requirements
Risk assessment
Options appraisal
  • Comparator analysis / best practice
    o Site visits (4)
        o Cambridge, Hull, Oxford, Wellcome
    o Desk research/interviews (7)
        o Exeter, SOAS, UCL, York, Kultur, MIDESS, Paradigm


  • Functional requirements …
     … tested open-source repository software
        o 24 requirements in 7 categories, approximating to OAIS


     http://www.ariadne.ac.uk/issue64/fay
Proposal
  • Approach
    o Local implementation of skills, infrastructure for digital preservation
    o Open-source technologies (repository and preservation tools)

  • Resourcing
    o Existing team: digital library manager, metadata technician, systems
      administrator, collection representatives (academic services, archives)
    o New posts: digital library developer, digital archivist, library assistant

  • Implementation
    o Phased development of staff skills, technical infrastructure
    o Preservation first, then management, then access
    o (this isn’t quite what happened…)
Proposal
What we planned…

  Start with preservation.

  Then think about management.

  Then (maybe) access.

  Even (perhaps) for actual users.
What we did…

  Started with access.

  Then (actually, now) preservation.

  But, it worked…
The Iceberg Model of
  Digital Libraries

     interfaces

 collections/objects

     workflows

      systems

       storage

 digital preservation
The Iceberg Model of
  Digital Libraries

     interfaces

 collections/objects

     workflows

      systems

      storage

digital preservation
Implementation
Implementation


                 Who?    Bib Services, Archives
                 What?   Existing systems/interfaces
                 How?    Skills in place, resources in place
Implementation
Implementation



                 Who?    Collection Preservation, Archives
                 What?   Open source tools, new interface
                 How?    Need training, resources in place
Implementation
Implementation




                 Who?    Collection Preservation
                 What?   Open source tools, new interface
                 How?    Need training, resources in place
Implementation
Implementation




Who?    Library IT
What?   Storage, backups
How?    Need training, resource priority
Implementation
Who?    External consultants, DL team
Implementation   What?
                 How?
                         IA/UX/design
                         Need skills, need resourcing
Implementation
Roles and responsibilities
  • Innovation vs service development
    o Core skills and focus
    o Embedding operational capacity

  • Communication
    o Cross-library (collections vs techies)
    o Confident in requirements…
    o …interesting IT challenges
    o Long process of engagement
Roles and responsibilities
                                                 Academic Services
                                                 Academic Services
 Senior Management                                • Collection development
                                                 Collection development
 • Strategy                                       • Information skills training
                                                 Information skills training
 • Resources



                               Digital Library Team
                               Digital Library Team
                                • Policy
                               Policy
                                • Skills expertise
                               Skills / / expertise
                                • Innovation / projects
                               Innovation / projects


           Collection Services
           Collection Services                  Archive Services
                                                Archive Services
            • Preservation
           Preservation                         • Collection development
                                                Collection development
            • Description
           Description                          • Description
                                                Description
            • Infrastructure
           Infrastructure                       • Preservation
                                                Preservation
Skills
  Experts: policy, change management
  Practitioners: workflows, quality assurance
  Non-specialists: aware
  Skills gap analysis
  Activity        Role          Skills           Resource   Notes
  (description)   (job title)   (y/n/training)   (y/n/%)
SPRUCE
 a project to inspire, guide, support and enable UK HEIs to
    address preservation gaps; and to use the knowledge
    gathered from that support work to articulate a
    compelling business case for digital preservation

 • Events: digital preservation solutions
 • Embedding: grants to continue work
 • Business case: benefits, skills gaps
     http://dpconline.org/advocacy/spruce
DICE


         Digital Communications Enhancement
  Training materials to raise awareness of digital preservation
     in researcher community and library training providers

    Start Early | Explain It | Store It Safely | Share It

            http://lsedice.wordpress.com
PhoneBooth
 Delivering Library-owned
  maps and manuscripts to
  mobile devices

 Charles Booth maps and
   notebooks (1886-1903)

    http://jiscphonebooth.wordpress.com
Questions?
  me: twitter.com/digitalfay or e.fay@lse.ac.uk

  LSE Digital Library: digital.library.lse.ac.uk

  SPRUCE: dpconline.org/advocacy/spruce

  PhoneBooth: lse.ac.uk/PhoneBooth

  DICE: lsedice.wordpress.com
Image credits
    Egosiliqua malusymphonicus Guts © Christopher Locke
                                              (used with permission) http://heartlessmachine.com/
    Iceberg (Public Domain) Wuzur
                                                                        http://commons.wikimedia.org/wiki/File:Iceberg.svg

       Simple Globe (CC-BY-SA) Tokyoship
                                                                 http://commons.wikimedia.org/wiki/File:Simple_Globe.svg

       8” floppy disk (Public Domain) Pamporoff
                                                         http://commons.wikimedia.org/wiki/File:8%60%60_floppy_disk.jpg

       Feed icon (GPL) Free Software Foundation
                                                                             http://en.wikipedia.org/wiki/File:Feed-icon.svg

       Twitter logo © Twitter
                                                                                https://twitter.com/about/resources/logos

       Crowned Portcullis © UK Parliament
                                               http://www.parliament.uk/site-information/copyright/the-crowned-portcullis/

       OAIS Functional Entities © CCSDS
                                                                   http://public.ccsds.org/publications/archive/650x0b1.pdf

       National Research Libraries logo © [unknown]
       [Various Gnome icons] (GPL) Gnome icon artists

              All other images (CC-BY-NC-SA) LSE Library

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Building LSE's Digital Library

  • 1. Creating LSE Digital Library Ed Fay Digital Library Manager e.fay@lse.ac.uk @digitalfay
  • 2. Creating LSE Digital Library Why Collections Mission and strategy Making the case Collections audit Options appraisal Proposal Implementation Development programme Roles and responsibilities Questions
  • 3.
  • 4. BORN-DIGITAL ARCHIVES DIGITISATION RESEARCH OUTPUTS WEB HARVESTING PUBLIC LECTURES OFFICIAL PUBS FUTURE… ?
  • 5. LSE Library Collections Local £ • Research outputs (publications, data) • Journals • Digitisation • Books • Public lectures • Newspapers Digital • Web harvesting (websites, blogs, tweets) • Statistics / data • Archives (institutional, personal) • Theses • Official publications • Archives (institutional, personal) • Monographs • Theses • Journals • Official publications • Pamphlets Physical • Newspapers • Statistics • Microfilm
  • 6. Preservation responsibility Local £ • Consortia Digital • LSE Digital Library • LOCKSS • Portico • Archives Services • Print Collections Physical • Consortium • Print Collections • UKRR
  • 7. Research outputs repository * New additions per month
  • 8. Digital archives * New hybrid or digital collections per year
  • 9. Library space * Metres added per year
  • 10. Mission | Strategy “Build and preserve distinctive collections to support research and learning, and represent a record of thought in the social sciences” “Develop our digital library so that we are able to acquire, preserve and provide access to digital collections which match the strength of our print collections” “…information repository services to support new forms of scholarly communication and enable the School to manage, disseminate and preserve these intellectual assets”
  • 11. Making the case • Collections audit • Format diversity, volume/growth • Risk assessment (threats to our strategic objectives) • User and functional requirements (ingest, preservation, access) • Options appraisal (‘market survey’) • Community best practice • Repository architectures • Proposal • Articulating value • Solution: working practices, skills, infrastructure • Development roadmap
  • 13. Collections audit • Known knowns o Existing collections (legacy digitisation, research pubs) o Known capacity requirements • Known unknowns o Future collections (archive deposits, official publications) o Projected capacity requirements • Unknown unknowns o Possible collections (new digitisation projects, institutional digital assets, research data) o Unpredictable capacity planning
  • 14. Risk assessment Digital Repository Audit Method Based on Risk Assessment (DRAMBORA) http://repositoryaudit.eu/ Risk categories: • Collection degradation or loss • Reduced availability of content to users • Loss of trust or reputation Risk causes, lack of: • Unified collection management/preservation activity • Staff time and skills • Technical infrastructure, investment in development
  • 15. Risk assessment Activity overlooked or under resourced Inadequate staff skills Media Failure of degradation or authenticity, obsolescence integrity, Loss of provenance essential Loss of trust characteristics or reputation Insufficient Cannot backups implement preservation Infrastructure plans cannot support requirements
  • 17. Options appraisal • Comparator analysis / best practice o Site visits (4) o Cambridge, Hull, Oxford, Wellcome o Desk research/interviews (7) o Exeter, SOAS, UCL, York, Kultur, MIDESS, Paradigm • Functional requirements … … tested open-source repository software o 24 requirements in 7 categories, approximating to OAIS http://www.ariadne.ac.uk/issue64/fay
  • 18. Proposal • Approach o Local implementation of skills, infrastructure for digital preservation o Open-source technologies (repository and preservation tools) • Resourcing o Existing team: digital library manager, metadata technician, systems administrator, collection representatives (academic services, archives) o New posts: digital library developer, digital archivist, library assistant • Implementation o Phased development of staff skills, technical infrastructure o Preservation first, then management, then access o (this isn’t quite what happened…)
  • 20. What we planned… Start with preservation. Then think about management. Then (maybe) access. Even (perhaps) for actual users.
  • 21. What we did… Started with access. Then (actually, now) preservation. But, it worked…
  • 22. The Iceberg Model of Digital Libraries interfaces collections/objects workflows systems storage digital preservation
  • 23. The Iceberg Model of Digital Libraries interfaces collections/objects workflows systems storage digital preservation
  • 25. Implementation Who? Bib Services, Archives What? Existing systems/interfaces How? Skills in place, resources in place
  • 27. Implementation Who? Collection Preservation, Archives What? Open source tools, new interface How? Need training, resources in place
  • 29. Implementation Who? Collection Preservation What? Open source tools, new interface How? Need training, resources in place
  • 31. Implementation Who? Library IT What? Storage, backups How? Need training, resource priority
  • 33. Who? External consultants, DL team Implementation What? How? IA/UX/design Need skills, need resourcing
  • 35. Roles and responsibilities • Innovation vs service development o Core skills and focus o Embedding operational capacity • Communication o Cross-library (collections vs techies) o Confident in requirements… o …interesting IT challenges o Long process of engagement
  • 36. Roles and responsibilities Academic Services Academic Services Senior Management • Collection development Collection development • Strategy • Information skills training Information skills training • Resources Digital Library Team Digital Library Team • Policy Policy • Skills expertise Skills / / expertise • Innovation / projects Innovation / projects Collection Services Collection Services Archive Services Archive Services • Preservation Preservation • Collection development Collection development • Description Description • Description Description • Infrastructure Infrastructure • Preservation Preservation
  • 37. Skills Experts: policy, change management Practitioners: workflows, quality assurance Non-specialists: aware Skills gap analysis Activity Role Skills Resource Notes (description) (job title) (y/n/training) (y/n/%)
  • 38. SPRUCE a project to inspire, guide, support and enable UK HEIs to address preservation gaps; and to use the knowledge gathered from that support work to articulate a compelling business case for digital preservation • Events: digital preservation solutions • Embedding: grants to continue work • Business case: benefits, skills gaps http://dpconline.org/advocacy/spruce
  • 39. DICE Digital Communications Enhancement Training materials to raise awareness of digital preservation in researcher community and library training providers Start Early | Explain It | Store It Safely | Share It http://lsedice.wordpress.com
  • 40. PhoneBooth Delivering Library-owned maps and manuscripts to mobile devices Charles Booth maps and notebooks (1886-1903) http://jiscphonebooth.wordpress.com
  • 41. Questions? me: twitter.com/digitalfay or e.fay@lse.ac.uk LSE Digital Library: digital.library.lse.ac.uk SPRUCE: dpconline.org/advocacy/spruce PhoneBooth: lse.ac.uk/PhoneBooth DICE: lsedice.wordpress.com
  • 42. Image credits Egosiliqua malusymphonicus Guts © Christopher Locke (used with permission) http://heartlessmachine.com/ Iceberg (Public Domain) Wuzur http://commons.wikimedia.org/wiki/File:Iceberg.svg Simple Globe (CC-BY-SA) Tokyoship http://commons.wikimedia.org/wiki/File:Simple_Globe.svg 8” floppy disk (Public Domain) Pamporoff http://commons.wikimedia.org/wiki/File:8%60%60_floppy_disk.jpg Feed icon (GPL) Free Software Foundation http://en.wikipedia.org/wiki/File:Feed-icon.svg Twitter logo © Twitter https://twitter.com/about/resources/logos Crowned Portcullis © UK Parliament http://www.parliament.uk/site-information/copyright/the-crowned-portcullis/ OAIS Functional Entities © CCSDS http://public.ccsds.org/publications/archive/650x0b1.pdf National Research Libraries logo © [unknown] [Various Gnome icons] (GPL) Gnome icon artists All other images (CC-BY-NC-SA) LSE Library