Hot Topics: The DuraSpace
                 Community Webinar Series

                   Knowledge Futures: Digital
                     Preservation Planning

                     Curated by Liz Bishoff

March 27, 2012          Hot Topics: DuraSpace Community Webinar Series
Using the Webinar
             Platform

• 2-way audio for all
  participants is muted
• We’ll utilize the Chat
  Window for the Q&A portion
  or you may use it if you are
  having technical difficulties
• You may type your question
  here & hit ‘enter’


March 27, 2012   Hot Topics: DuraSpace Community Webinar Series
Webinar 3: Preservation &
           Archiving Highlights from the
            Alliance Digital Repository

                     Presenters: Liz Bishoff,
                 Robin Dean & George Machovec




March 27, 2012          Hot Topics: DuraSpace Community Webinar Series
About our presenters
 • Liz Bishoff is a partner at The Bishoff
   Group LLC

   Colorado Alliance of Research Libraries
 • Robin Dean is the Director, Alliance
   Digital Repository

 • George Machovec is the Interim
   Executive Director


March 27, 2012       Hot Topics: DuraSpace Community Webinar Series
History
           &
        Context

       George Machovec

      Interim Executive Director
Colorado Alliance of Research Libraries
Colorado Alliance of Research
            Libraries

• 501c(3) non-profit incorporated in 1978
• Former owner of CARL Corporation and
  UnCover
• 13 libraries in Colorado and Wyoming
  (academic libraries & Denver Public Library)
• Four major programmatic tracks
      • Alliance Digital Repository (ADR)
      • Prospector union catalog
      • Database licensing (>$10 million/year)
      • Gold Rush ERMS and link resolver
ADR Background

• An initiative launched by the consortium at the
  behest of the library deans/directors so each
  wouldn’t have to do it individually
• A collaborative digital repository effort
  launched in November 2006
• After an extensive review of commercial and
  open source solutions Fedora was selected as
  the underlying architecture
   – Flexibility with great promise for the future
   – Commitment to preservation principles
   – Fez was the initial front end (later changed
     to Islandora)
ADR Background (cont.)


• Launched project with $445,000 of self-
  granted local funds
   – 18 month launch window
   – Funding supported hardware platform &
     staffing
   – Local sites would do their own digitization
   – Staff placed at consortium offices in Denver
   – Ongoing costs to be split among
     participants after 18 month self-funded
     launch
Key Launch Issues

• Selecting the platform after review

• Developing policies, guidelines and procedures
  – Borrowed, whenever possible, from others

• Developing agreements between ADR and
  member organizations
  – Worked with legal counsel at each site
  – Signed agreements at several levels
What the Alliance offered


• Start-up funding
• Staff and resources
• Project and services management
• System support and maintenance
• Marketing support so sites could market on
  their own campuses
• Training
• Sustainability
ADR Timeline

• Program launched in November 2006 with the
  hiring of the ADR Director
• Initial portals launched for some sites in late
  2007
• Production portals for some sites in mid to late
  2008
• Decision made in 2011 to migrate from Fez to
  Islandora from UPEI/DGI
• DuraCloud pilot in 2011 and production launch
  in 2012
Change

• Major programmatic review done in Spring 2010
  – Several Alliance libraries left the service to
    pursue other avenues
  – Member Institutions (2012)
      • University of Denver, Univ of Northern Colorado,
        University of Wyoming, Colorado School of Mines,
        Colorado College, University of Wyoming, Colorado
        Mesa University, Colorado State Publications,
        Jefferson County Public Library
• Pilot partnership with Orbis Cascade in 2011/2012.
   Created a test Islandora portal to explore an inter-
  consortial partnership.
• Service now run with 2.5 FTE central staff and
  contract with Discovery Garden Inc
Preservation
and Migration
  at the ADR

           Robin Dean

 Director, Alliance Digital Repository
Colorado Alliance of Research Libraries
Where are we now?

 In production since 2008
 Consortial digital repository service
    9 members (CO & WY)
    Centrally managed from Denver, CO
 Fedora Commons repository
 Fez: 2008-2012
 Islandora: 2011- present
 48,000+ objects / 4 TB (as of March 2012)
Poll: How long has your institution had
    a production digital repository?

    5 years or more
    3-5 years
    2 years
    1 year
    Less than 1 year
    Still in development
    No repository / haven’t started yet
What do you mean,
migration?
The more things
change,
the more they
stay the same
ADR Mission Statement

“The mission of the Alliance Digital
Repository (ADR) is to provide services
for the preservation of and access to
digital assets inherent to the research,
information, and education missions of
the Alliance member institutions.”
ADR Vision Statement

“The vision of the ADR is to serve as a
standards-based repository and
infrastructure supporting a diverse set
of applications, services, and discovery
tools that offer long-term management,
secure storage, preservation solutions,
and - when possible - open access to
digital assets of enduring value, as
determined by the Alliance institutions.”
Governance & Structure


    Alliance Board

      ADR Directors

  ADR Member       ADR Services
   Committee          Staff

        Working Groups/
        Subcommittees
Policies
are your destination
Content Identification Policy
 The ADR supports the ability to make
  persistent reference to materials deposited

 Materials form an important part of the
  scholarly dialogue and record

 Each digital object has two unique identifiers
  within the ADR: a PID and a Handle

 Handles and PIDs are never reused and
  remain unique to the object
Metadata Policy
 The ADR will use MODS as a normalizing
  metadata schema

 All objects in the ADR will have, either
  included or created at the point of ingest, a
  MODS metadata data stream

 The ADR staff will support the creation,
  inclusion, and mapping of other standards-
  based schemas (MARC, VRA, DC, etc.)
Not everything
is worth
preserving
YES                     NO
Primary Content Files   System-generated
                           derivatives

Descriptive Metadata
                          Inactive User
                            Accounts
Audit/Event Metadata

                         Deleted Objects
  Access Metadata         (sometimes)
The more things
change,
the more they
change
What’s Next
at the ADR
2012

• Islandora site launches

• DuraCloud production use

• Continuing feature development with DGI

• Hardware update

• Policy review
Post-Migration Policy Review

   Remove specifics that only applied to
    original repository model

    Check new platform against policies
     How does it fulfill the policies?
     Does it create any new policy
       requirements?
Questions?

     Robin Dean
     Director, Alliance Digital Repository
     Colorado Alliance of Research Libraries
     robin@coalliance.org

     George Machovec
     Interim Executive Director
     Colorado Alliance of Research Libraries
     george@coalliance.org




March 27, 2012          Hot Topics: DuraSpace Community Webinar Series
Thank you!

• DSpace, Fedora and DuraCloud are part
  of the DuraSpace open technology
  portfolio. Visit http://DuraSpace.org for
  more information.
• Contact Carol Minton Morris
  cmmorris@duraspace.org to learn more
  about curating “Hot Topics: The
  DuraSpace Community Webinar Series.”


March 27, 2012   Hot Topics: DuraSpace Community Webinar Series

3-27-12 Preservation & Archiving Highlights from ADR - Presentation Slides

  • 1.
    Hot Topics: TheDuraSpace Community Webinar Series Knowledge Futures: Digital Preservation Planning Curated by Liz Bishoff March 27, 2012 Hot Topics: DuraSpace Community Webinar Series
  • 2.
    Using the Webinar Platform • 2-way audio for all participants is muted • We’ll utilize the Chat Window for the Q&A portion or you may use it if you are having technical difficulties • You may type your question here & hit ‘enter’ March 27, 2012 Hot Topics: DuraSpace Community Webinar Series
  • 3.
    Webinar 3: Preservation& Archiving Highlights from the Alliance Digital Repository Presenters: Liz Bishoff, Robin Dean & George Machovec March 27, 2012 Hot Topics: DuraSpace Community Webinar Series
  • 4.
    About our presenters • Liz Bishoff is a partner at The Bishoff Group LLC Colorado Alliance of Research Libraries • Robin Dean is the Director, Alliance Digital Repository • George Machovec is the Interim Executive Director March 27, 2012 Hot Topics: DuraSpace Community Webinar Series
  • 5.
    History & Context George Machovec Interim Executive Director Colorado Alliance of Research Libraries
  • 6.
    Colorado Alliance ofResearch Libraries • 501c(3) non-profit incorporated in 1978 • Former owner of CARL Corporation and UnCover • 13 libraries in Colorado and Wyoming (academic libraries & Denver Public Library) • Four major programmatic tracks • Alliance Digital Repository (ADR) • Prospector union catalog • Database licensing (>$10 million/year) • Gold Rush ERMS and link resolver
  • 7.
    ADR Background • Aninitiative launched by the consortium at the behest of the library deans/directors so each wouldn’t have to do it individually • A collaborative digital repository effort launched in November 2006 • After an extensive review of commercial and open source solutions Fedora was selected as the underlying architecture – Flexibility with great promise for the future – Commitment to preservation principles – Fez was the initial front end (later changed to Islandora)
  • 8.
    ADR Background (cont.) •Launched project with $445,000 of self- granted local funds – 18 month launch window – Funding supported hardware platform & staffing – Local sites would do their own digitization – Staff placed at consortium offices in Denver – Ongoing costs to be split among participants after 18 month self-funded launch
  • 9.
    Key Launch Issues •Selecting the platform after review • Developing policies, guidelines and procedures – Borrowed, whenever possible, from others • Developing agreements between ADR and member organizations – Worked with legal counsel at each site – Signed agreements at several levels
  • 10.
    What the Allianceoffered • Start-up funding • Staff and resources • Project and services management • System support and maintenance • Marketing support so sites could market on their own campuses • Training • Sustainability
  • 11.
    ADR Timeline • Programlaunched in November 2006 with the hiring of the ADR Director • Initial portals launched for some sites in late 2007 • Production portals for some sites in mid to late 2008 • Decision made in 2011 to migrate from Fez to Islandora from UPEI/DGI • DuraCloud pilot in 2011 and production launch in 2012
  • 12.
    Change • Major programmaticreview done in Spring 2010 – Several Alliance libraries left the service to pursue other avenues – Member Institutions (2012) • University of Denver, Univ of Northern Colorado, University of Wyoming, Colorado School of Mines, Colorado College, University of Wyoming, Colorado Mesa University, Colorado State Publications, Jefferson County Public Library • Pilot partnership with Orbis Cascade in 2011/2012. Created a test Islandora portal to explore an inter- consortial partnership. • Service now run with 2.5 FTE central staff and contract with Discovery Garden Inc
  • 13.
    Preservation and Migration at the ADR Robin Dean Director, Alliance Digital Repository Colorado Alliance of Research Libraries
  • 14.
    Where are wenow?  In production since 2008  Consortial digital repository service  9 members (CO & WY)  Centrally managed from Denver, CO  Fedora Commons repository  Fez: 2008-2012  Islandora: 2011- present  48,000+ objects / 4 TB (as of March 2012)
  • 15.
    Poll: How longhas your institution had a production digital repository?  5 years or more  3-5 years  2 years  1 year  Less than 1 year  Still in development  No repository / haven’t started yet
  • 16.
    What do youmean, migration?
  • 17.
    The more things change, themore they stay the same
  • 18.
    ADR Mission Statement “Themission of the Alliance Digital Repository (ADR) is to provide services for the preservation of and access to digital assets inherent to the research, information, and education missions of the Alliance member institutions.”
  • 19.
    ADR Vision Statement “Thevision of the ADR is to serve as a standards-based repository and infrastructure supporting a diverse set of applications, services, and discovery tools that offer long-term management, secure storage, preservation solutions, and - when possible - open access to digital assets of enduring value, as determined by the Alliance institutions.”
  • 20.
    Governance & Structure Alliance Board ADR Directors ADR Member ADR Services Committee Staff Working Groups/ Subcommittees
  • 21.
  • 22.
    Content Identification Policy The ADR supports the ability to make persistent reference to materials deposited  Materials form an important part of the scholarly dialogue and record  Each digital object has two unique identifiers within the ADR: a PID and a Handle  Handles and PIDs are never reused and remain unique to the object
  • 23.
    Metadata Policy  TheADR will use MODS as a normalizing metadata schema  All objects in the ADR will have, either included or created at the point of ingest, a MODS metadata data stream  The ADR staff will support the creation, inclusion, and mapping of other standards- based schemas (MARC, VRA, DC, etc.)
  • 24.
  • 25.
    YES NO Primary Content Files System-generated derivatives Descriptive Metadata Inactive User Accounts Audit/Event Metadata Deleted Objects Access Metadata (sometimes)
  • 26.
  • 27.
  • 28.
    2012 • Islandora sitelaunches • DuraCloud production use • Continuing feature development with DGI • Hardware update • Policy review
  • 29.
    Post-Migration Policy Review  Remove specifics that only applied to original repository model  Check new platform against policies  How does it fulfill the policies?  Does it create any new policy requirements?
  • 30.
    Questions? Robin Dean Director, Alliance Digital Repository Colorado Alliance of Research Libraries robin@coalliance.org George Machovec Interim Executive Director Colorado Alliance of Research Libraries george@coalliance.org March 27, 2012 Hot Topics: DuraSpace Community Webinar Series
  • 31.
    Thank you! • DSpace,Fedora and DuraCloud are part of the DuraSpace open technology portfolio. Visit http://DuraSpace.org for more information. • Contact Carol Minton Morris cmmorris@duraspace.org to learn more about curating “Hot Topics: The DuraSpace Community Webinar Series.” March 27, 2012 Hot Topics: DuraSpace Community Webinar Series