NISO Webinar: Discoverable, Available, Accessible: Preserving Digital Content
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As more and more artifacts of our cultural heritage and scholarly work product become digitally created and disseminated, long-term preservation becomes increasingly challenging for archives, libraries and other memory organizations. To help these institutions fulfill their mission, software manufacturers and service providers have developed specialized digital preservation solutions for a variety of scholarly and cultural materials. These solutions utilize many of the current standards and best practices for assuring the authenticity, findability, accessibility and usability of digital content. NISO is pleased to host a 90-minute webinar that will present an overview of several digital preservation standards, describe how preservation is distinct from general repository maintenance, and describe preservation applications in multiple environments.
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NISO Webinar: Discoverable, Available, Accessible: Preserving Digital Content
- 1. http://www.niso.org/news/events/2011/nisowebinars/preservation/ Discoverable, Available, Accessible: Preserving Digital Content September 14, 2011 Speakers: Amy Kirchhoff, Ido Peled, and Marie-Elise Waltz
- 2. Preservation Standards (& Specifications) (&& Best Practices) Discoverable, Available, Accessible: Preserving Digital Content NISO Webinar By Amy Kirchhoff Archive Service Product Manager, Portico, JSTOR September 14, 2011
- 3. Amy Kirchhoff Archive Service Product Manager Portico, JSTOR amy.kirchhoff@ithaka.org 609-986-2218 3 Speaker: Amy Kirchhoff
- 4. Portico - Third Party Preservation Portico is among the largest community- supported digital archives in the world. Working with libraries, publishers, and funders, we preserve e- journals, e-books, and other electronic scholarly content to ensure researchers and students will have access to it in the future. Speaker: Amy Kirchhoff
- 5. Portico – Preserved Content Preserved Content » E-journal titles 9,190 » E-book titles 12,733 » D-collections 12 » E-journal files 223,993,405 » E-book files 869,888 » D-collection files 83,178,138 » Total Archive 308,729,560 Speaker: Amy Kirchhoff
- 6. Standards are Great: Everyone Should Have One! Speaker: Amy Kirchhoff
- 7. 20 Minutes on Standards 7 Speaker: Amy Kirchhoff
- 8. 8 Speaker: Amy Kirchhoff
- 9. Needed Standards Existing Standards 9 Speaker: Amy Kirchhoff
- 10. Standards Portico Uses 10 Speaker: Amy Kirchhoff
- 11. Context: Digital Preseravtion Digital preservation is the series of management policies and activities necessary to ensure the enduring usability, authenticity, discoverability, and accessibility of content over the very long-term. The key goals of digital preservation include: Usability Authenticity Discoverability Accessibility • the intellectual • the provenance of • the content must • the content must content of the item the content must have logical be available for must remain be proven and the bibliographic use to the usable via the content an metadata so that it appropriate delivery authentic replica can be found by community mechanism of of the original end users through current technology time 11 Speaker: Amy Kirchhoff
- 12. Context: Content some some digital metadata files song some some digital metadata files slide digital some some journal metadata files article some some digital metadata files book 12 Speaker: Amy Kirchhoff
- 14. Standards & Specifications Digital Technical Preservation • OAIS • PREMIS Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata Descriptive Transfer • BagIt • Dublin Core Metadata Metadata • METS • TIFF Containers • DIDL File Formats • PDF/A (Packaging) • NLM Preservation • PREMIS Identifiers • NOID and ARK Metadata 14 Speaker: Amy Kirchhoff
- 15. Standards & Specifications Digital Technical Preservation • OAIS • PREMIS Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata Descriptive Transfer • BagIt • Dublin Core Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS Identifiers • ARK Metadata 15 Speaker: Amy Kirchhoff
- 16. Standards & Specifications: Framework 16
- 17. Standards & Specifications Digital Technical Preservation • OAIS • PREMIS Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata Descriptive Transfer • BagIt • Dublin Core Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS Identifiers • ARK Metadata 17 Speaker: Amy Kirchhoff
- 18. Standards & Specifications: Certification 18 Speaker: Amy Kirchhoff
- 19. Standards & Specifications Digital Technical Preservation • OAIS • PREMIS Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata Descriptive Transfer • BagIt • Dublin Core Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS Identifiers • ARK Metadata 19 Speaker: Amy Kirchhoff
- 20. Standards & Specifications: Transfer 20
- 21. Standards & Specifications Digital Technical Preservation • OAIS • PREMIS Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata Descriptive Transfer • BagIt • Dublin Core Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS Identifiers • ARK Metadata 21 Speaker: Amy Kirchhoff
- 22. some some digital metadata files song some some digital metadata files slide digital some some journal metadata files article some some digital metadata files book 22 Speaker: Amy Kirchhoff
- 23. 23
- 24. Standards & Specifications: Packaging 24 Speaker: Amy Kirchoff
- 25. Standards & Specifications Digital Technical Preservation • OAIS • PREMIS Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata Descriptive Transfer • BagIt • Dublin Core Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS Identifiers • ARK Metadata 25 Speaker: Amy Kirchhoff
- 26. Standards & Specifications: Preservation Metadata 26
- 27. Standards & Specifications Digital Technical Preservation • OAIS • PREMIS Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata Descriptive Transfer • BagIt • Dublin Core Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS Identifiers • ARK Metadata 27 Speaker: Amy Kirchhoff
- 28. Standards & Specifications: Format Tech MD 28
- 29. Standards & Specifications Digital Technical Preservation • OAIS • PREMIS Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata Descriptive Transfer • BagIt • Dublin Core Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS Identifiers • ARK Metadata 29 Speaker: Amy Kirchhoff
- 30. Standards & Specifications: Descriptive MD » Contributor » Coverage » Creator » Date » Description » Format » Identifier » Language » Publisher » Relation » Rights » Source » Subject » Title » Type 30 Speaker: Amy Kirchhoff
- 31. Standards & Specifications Digital Technical Preservation • OAIS • PREMIS Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata Descriptive Transfer • BagIt • Dublin Core Metadata Metadata • METS • TIFF Containers • DIDL File Formats • PDF/A (Packaging) • NLM Preservation • PREMIS Identifiers • ARK Metadata 31 Speaker: Amy Kirchhoff
- 32. Standards & Specifications: File Formats 32
- 33. Standards & Specifications Digital Technical Preservation • OAIS • PREMIS Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata Descriptive Transfer • BagIt • Dublin Core Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS Identifiers • ARK Metadata 33 Speaker: Amy Kirchhoff
- 34. Standards & Specifications: Identifiers 34 Speaker: Amy Kirchhoff
- 35. Resources 35 Speaker: Amy Kirchhoff
- 36. 36 Speaker: Amy Kirchhoff
- 37. THANK YOU. Amy Kirchhoff amy.kirchhoff@ithaka.org http://www.portico.org
- 38. Rosetta, A Digital Preservation Solution September 14, 2011 Ido Peled Ex Libris Rosetta Product Manager 38
- 39. Copyright Statement All of the information and material inclusive of text, images, logos, product names is either the property of, or used with permission by Ex Libris Ltd. The information may not be distributed, modified, displayed, reproduced – in whole or in part – without the prior written permission of Ex Libris Ltd. TRADEMARKS Ex Libris, the Ex Libris logo, Aleph, SFX, SFXIT, MetaLib, DigiTool, Verde, Primo, Voyager, MetaSearch, MetaIndex and other Ex Libris products and services referenced herein are trademarks of Ex Libris, and may be registered in certain jurisdictions. All other product names, company names, marks and logos referenced may be trademarks of their respective owners. DISCLAIMER The information contained in this document is compiled from various sources and provided on an "AS IS" basis for general information purposes only without any representations, conditions or warranties whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose. Ex Libris, its subsidiaries and related corporations ("Ex Libris Group") disclaim any and all liability for all use of this information, including losses, damages, claims or expenses any person may incur as a result of the use of this information, even if advised of the possibility of such loss or damage. © Ex Libris Ltd., 2010 Speaker: Ido Peled 39
- 40. Agenda 1 Transition to a Digital Library 2 Building a Digital Preservation System 3 Ex Libris Rosetta 40
- 41. Transition to a Digital Library Speaker: Ido Peled 41
- 42. Role of the Library “The role of libraries in the print world -‐ collec5ng, providing access to, and preserving our cultural heritage – does not change when we move to the digital realm. We must take on new challenges in determining how to fulfill this role” Jay Schafer, Director of Libraries at UMass Amherst Speaker: Ido Peled 42
- 43. Traditional Library Services Collect diverse digital collecBons Collect Print Materials Provide Catalog Discovery and Metadata Delivery Allow online, Describe, select and offsite, on assign copy and demand access access rights Preserve Physical Content Ensure long-‐ term access Speaker: Ido Peled 43
- 44. Digital Library Services Collect diverse digital collecBons Collect Digitized Print Materials and Digi tally Bor n Provide Catalog Discovery and Metadata Delivery Allow online, Describe, select and offsite, on assign copy and demand access access rights Preserve Physical Content Digital Ensure long-‐ term access Speaker: Ido Peled 44
- 45. Digital Preservation as Part of the Digital Library Cost Effec5ve Online Access Sustainable Digital Preservation Ongoing Actions Ri Ana sk tion lysi Migra s Bit Preservation Speaker: Ido Peled 45
- 46. Digital Preservation vs. Digital Repository Digital Preservation Digital Repository • Focus on data integrity and • Focus on access long-term access • Strong cataloging • Complete risk analysis, • Usually integrated resource preservation planning and discovery actions component • Single process • On-going actions Speaker: Ido Peled 46
- 47. Building a Digital Preservation System Speaker: Ido Peled 47
- 48. The Strategy – Sustainable Digital Preservation CONSOLIDATE OPTIMIZE EXTEND Extend the library Consolidate all digital Optimize through offering and collections automation collaborations Speaker: Ido Peled 48
- 49. The Strategy – Sustainable Digital Preservation CONSOLIDATE OPTIMIZE EXTEND Extend the library Consolidate all digital Optimize through offering and collections automation collaborations Speaker: Ido Peled 49
- 50. Consolidate Faculty Archives Publications Data Sets Newsletters Unified Digital System Student Research Publications Paper Institutional Alumni Photos Speaker: Ido Peled 50
- 51. The Strategy – Sustainable Digital Preservation CONSOLIDATE OPTIMIZE EXTEND Extend the library Consolidate all digital Optimize through offering and collections automation collaborations Speaker: Ido Peled 51
- 52. Optimize “As the rate of digital informa5on produc5on con5nues to escalate, it is vitally important to reduce the cost of preserva5on for all types of digital assets” Sustainable Economics for a Digital Planet, Final Report of the Blue Ribbon Task Force Taken from ‘ The 2011 IDC Digital Universe Study’ x75 x1.5 Digital Staff Informa5on Speaker: Ido Peled 52
- 53. Optimize - LIFE Project • Collaboration between British Library and UCL • Developed a generic lifecycle costing formula • See http://www.life.ac.uk/ Speaker: Ido Peled 53
- 54. Optimize Ingest Automated ingest workflows & quality assurance process Speaker: Ido Peled 54
- 55. Optimize Ingest Scalable Infrastructure supporting mass-ingest and mass-processing Speaker: Ido Peled 55
- 56. Optimize Metadata Creation Integration with existing cataloging systems Other ILS Speaker: Ido Peled 56
- 57. Optimize Metadata Creation Ingest Automated Processes Metadata Technical Harvest Archive Form Metadata Descriptive Extraction Metadata Permanent Storage Speaker: Ido Peled 57
- 58. Optimize Bit Preservation Automated scheduled fixity checks, storage abstraction layer, full-replication on disk Speaker: Ido Peled 58
- 59. Optimize Content Preservation Speaker: Ido Peled 59
- 60. Optimize Content Preservation Automated migration action Execute Evaluate Identify Operational Storage …… Migration Permanent Action Storage Speaker: Ido Peled 60
- 61. Optimize Access Automated rule-based distribution … Speaker: Ido Peled 61
- 62. The Strategy – Sustainable Digital Preservation CONSOLIDATE OPTIMIZE EXTEND Extend the library Consolidate all digital Optimize through offering and collections automation collaborations Speaker: Ido Peled 62
- 63. Extend Collaborative Work Shared Infrastructure Speaker: Ido Peled 63
- 64. Extend The Library Reach Faculty Students Administration Alumni Finance Other Stakeholders Speaker: Ido Peled 64
- 65. The Strategy – Sustainable Digital Preservation CONSOLIDATE OPTIMIZE EXTEND Extend the library Consolidate all digital Optimize through offering and collections automation collaborations Speaker: Ido Peled 65
- 66. Extend The Library Reach Faculty Students Administration Alumni Finance Other Stakeholders Speaker: Ido Peled 66
- 67. Ex Libris Rosetta Speaker: Ido Peled 67
- 68. Ex Libris Rosetta Ex Libris Rosetta helps institutions in collecting, managing, archiving and preserving their digital collections, ensuring its data integrity and access over time Preserve Manage Collect Deliver Archive Speaker: Ido Peled 68
- 69. Our Customers Around the World Major Religious Ins5tu5on Speaker: Ido Peled 69
- 70. Rosetta Customers Background Collections in Rosetta Binghamton, NY, USA Special collections Part of the SUNY system (Edwin A. Link FTE: ~14K students collection) Staff: 1.5FTE (not Born digital dedicated) newsletters University photographs Background Key Areas of Collaboration Munich, Germany Scanned manuscripts Service providers for and rare books Bavaria Legal deposit Part of the Google documents Books project Websites Speaker: Ido Peled 70
- 71. Rosetta Customers Background Collections in Rosetta Zurich, Switzerland Research data Leading technological Special collections institution Dissertations DataCite partners Background Key Areas of Collaboration Wellington, New Nation’s Cultural Zealand heritage Development partner Private collections Mandate for digital Websites preservation Speaker: Ido Peled 71
- 72. OAIS Model Speaker: Ido Peled 72
- 73. Rosetta Modules Search Preservation Tools ( ) Manual / Automatic Management DIP SIP Publishing Ingest Working Operational Area Repository DIP AIP Delivery Permanent Repository Speaker: Ido Peled 73
- 74. Key Features Speaker: Ido Peled 74
- 75. Why Should You Choose to Rosetta? >30% DIV ROI TCO Demonstrated Return On Institutional Value Investment • Extended cross- Total Cost of institution digital Ownership • Ensure online access preservation service • Sustainable model for • Improved distribution • Increased digital preservation mechanism collaboration with researchers • Single enterprise • Optimized digital solution content management • Enhanced emphasis on strategic initiatives • Minimal staff • Confirm to funding requirements agencies requirements Efficiency Effectiveness Value Speaker: Ido Peled 75
- 76. Become a Trusted Digital Library Rosetta as a strategic initiative (TDR) Extending the library offering Reducing TCO Library & IT Directors Offering new career paths Focus on curation, not IT Consolidate work efforts Extend digital collections Digital Modern working environment Initiatives Librarian Complying with grant proposal Preserving research data Head of Increasing re-use of data Research Speaker: Ido Peled 76
- 78. Meeting the Expectations of the Community : CRL & the Auditing of Digital Repositories Marie Waltz Center for Research Libraries
- 79. What is the Center for Research Libraries (CRL) • A consortium of over 260 College and University Library’s, primarily in the U.S. and Canada. • Our members have an interest in auditing and certification because they are investing in digital repositories. Speaker: Marie Waltz 11/28/2007 Practices & Challenges in Preservation
- 80. Research libraries are changing...content is no longer on library shelves • The collections of 80% of U.S. research libraries are duplicating the contents of other research libraries. Most of what is owned will be digitized within the next ten years. • Google has digitized more than 12 million volumes. • Born digital material is now the norm for many types of academic materials (course syllabi, articles, and many manuscripts submitted to publishers.) Speaker: Marie Waltz Practices & Challenges in Preservation
- 81. CRL & Digital Preservation 2002 - 2004 – Political Communications Web Archiving Project 2005 - 2006 – Test audits of TRAC 2008 - 2010 – NSF Case Studies Speaker: Marie Waltz Practices & Challenges in Preservation
- 82. CRL & Test Audits using TRAC RLG/CRL Mellon Foundation Project to audits digital repositories – ICPSR, Portico, KB, LOCKSS – Tested the TRAC metrics – Understanding of the auditing process. Speaker: Marie Waltz Practices & Challenges in Preservation
- 83. CRL & NSF Case Studies • Looked at eight organizations of various sizes who house digital content • Gave us a broader understanding of what makes a “successful” organization • Allowed us to see how technology decisions effect a repository. Speaker: Marie Waltz Practices & Challenges in Preservation
- 84. Current Digital Preservation Projects at CRL • Certifying digital repositories of interest to members. • Participation in establishment of ISO 16363 • Human Rights Archives & Documentation. Speaker: Marie Waltz Practices & Challenges in Preservation
- 85. NISO Presentation What is a Trusted Digital Repository? A trusted digital repository is one whose mission is to provide reliable, long-term access to managed digital resources to its designated community, now and in the future – Trusted Digital Repositories : Attributes and Responsibilities, An RLG-OCLC Report (RLG, 2002) Speaker: Marie Waltz Practices & Challenges in Preservation
- 86. NISO Presentation Why Auditing? An audit establishes the soundness and dependability of a repository. Speaker: Marie Waltz Practices & Challenges in Preservation
- 87. NISO Presentation Auditing a Digital Repository • Advisory Panel • Audit Criteria • Time table • Standards in auditing • Certification and reporting to community Speaker: Marie Waltz Practices & Challenges in Preservation
- 88. Current Advisory Panel • Martha Brogan (Chair) • Anne Pottier Director of Collection Development & Associate University Librarian Management McMaster University University of Pennsylvania • Oya Y. Rieger • Winston Atkins Associate University Librarian for Preservation Officer Information Technologies Duke University Cornell University • William Parod • Perry Willett Senior Repository Developer Digital Preservation Services Manager Northwestern University Libraries California Digital Library • Mark Phillips Assistant Dean for Digital Libraries University of North Texas Libraries Speaker: Marie Waltz Practices & Challenges in Preservation
- 89. NISO Presentation Criteria • Advisory Panel • ISO 16363 (TDR) / TRAC • Community feedback Speaker: Marie Waltz Practices & Challenges in Preservation
- 90. NISO Presentation Timetable for an Audit 1. Logistics for the audit 2. Request for Documentation 3. Identify activities, policies etc. of key significance for preservation 4. Evaluation of Repository (includes site visit) 5. Review findings with panel 6. Report findings Speaker: Marie Waltz Practices & Challenges in Preservation
- 91. NISO Presentation Standards Used in Auditing • Metadata Standards, Dublin Core, Content Standard for Digital Geospatial Metadata (CSDGM) • Technical Standards, ISO 27001 • Data and format standards, PDF/A, etc. Speaker: Marie Waltz Practices & Challenges in Preservation
- 92. NISO Presentation Certification • Means the Repository is “Trusted” • We report findings to the Research Community • Considerations for: Length of Certification and Re-Certification Speaker: Marie Waltz Practices & Challenges in Preservation
- 93. NISO Presentation Certification of HathiTrust & Portico • More information about preservation on their websites • Assurance they are adhering to standards and preservation strategies • Assurance that changes will take preservation into account Speaker: Marie Waltz Practices & Challenges in Preservation
- 94. NISO Presentation ISO Standard 16363 • Work on the standard: PTAB Group • Test audits • Future plans for auditing using ISO 16363 Speaker: Marie Waltz Practices & Challenges in Preservation
- 95. NISO Presentation Test Audits of ISO 16363 • May-July 2011. Tested six digital repositories, three in the U.S. and three in Europe. • Future plans for auditing using ISO 16363. – European Framework for Certification and Auditing. Speaker: Marie Waltz Practices & Challenges in Preservation
- 96. NISO Presentation Future Plans for CRL Auditing • Use ISO 16363 • Audit repositories of interest to academic and independent researchers in the United States and Canada. • Encourage community feedback • Become a resource for information about digital repositories Speaker: Marie Waltz Practices & Challenges in Preservation
- 97. NISO Presentation Community involvement • Without community feedback we will not be successful at targeting our audits • We want to audit repositories of interest to academic and independent researchers. Speaker: Marie Waltz Practices & Challenges in Preservation
- 98. NISO Presentation CRL is becoming a Resource for Information about Digital Repositories • Global Resources Forum (GRF) Reviews and Profiles • Audit reports • Webinars Speaker: Marie Waltz Practices & Challenges in Preservation
- 99. NISO Presentation Summary CRL will continue to audit digital repositories of interest on behalf of our members using ISO 16363. Speaker: Marie Waltz Practices & Challenges in Preservation
- 100. Thank you! Marie Waltz mwaltz@crl.edu