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Getting Bits off Disks:
Using open source tools to stabilize and prepare
born-digital materials
for long-term preservation

Sam Meister
University of Montana

Best Practices Exchange 2013 November
13, 2013
Acquisition

Accession

Born-Digital Workflow

Discovery
&
Access

Arrangement
&
Description
Acquisition

Accession
Acquisition Process
Donor Survey

Feasibility Assessment

Transfer Agreement
Donor Survey
Creation
Context

Organization
Privacy & Security

Storage
Technical

Transfer Options
Current

Donor survey
Future

Drupal
Web Form

XML / CSV
Feasibility Assessment
Do we have resources to feasibly acquire, preserve,
and provide access to the digital materials?
Transfer

Physical Media

Network

ARCHIVES
Current
Future

Drupal
Web Form

XML / CSV
Accession
Accession Process
Disk Image Media

Initial Analysis

Produce AIP
Data Transfer
Hardware

Software

3.5 Floppy Drive
5.25. Floppy Drive
Zip Drive
CD / DVD Drive
USB Write-Blocker
SATA / IDE Write-Blocker

FTK Imager
Guymager
FC5205
Disk Imaging

“A single file or storage device containing the
complete contents and structure representing
a data storage medium or device, such as a
hard drive, tape drive, floppy
disk, CD/DVD/BD, or USB flash drive”
Disk Imaging
Born Digital Workstation 1.0
Disk Imaging
Born Digital Workstation 2.0
Disk Imaging
Get Media

Write-Protect
Media

Assign
Identifier

Create Image

Photograph
Media

Export Files

Record
Characteristics

Virus Scan
FC5205
Disk Image and Browse
FTK Imager
Issue:
Unknown / Unrecognized
Filesystems
Options:
Kryoflux
Initial Analysis
Extract
Metadata

Identify
Restricted Info

Identify
Duplicates

Generate
Reports
Initial Analysis
Hardware

Software

BitCurator
fiwalk
Bulk Extractor
“an effort to build, test, and analyze systems and software
for incorporating digital forensics methods
into the workflows of a variety of collecting institutions”
BitCurator:

fiwalk
BitCurator:

bulk_extractor
BitCurator:

Reports
Produce AIP

AIP = Archival Information Package
Produce AIP
Hardware

Software

Archivematica
“a free and open-source digital preservation system
that is designed to maintain standards-based,
long-term access
to collections of digital objects”
Produce AIP
Archivematica
Current

Future

Using version 0.10 on
dedicated workstation
(testing as virtual server)

Install version 1.0 on
server with multiple client
nodes (workstations)
Accession

Arrangement
&
Description
A&D
Prepare

Develop Processing Plan

Implement Processing
Plan
A&D
Current

•

Integrate Born Digital
materials into existing
A&D process / tools (mix
of Excel, Word, XMetal
XML editor)

Future
•

Determine tools needed
for reviewing content
(data visualization)

•

Integrate Born Digital
materials into collection
management system
Acquisition

Accession

Born-Digital Workflow

Discovery
&
Access

Arrangement
&
Description
Lessons Learned
• Embrace iterative approach (use what you have and
get what you need when you need it)
• Capture as much metadata as possible
(descriptive, structural, administrative)

• Start with workflow requirements (what needs to be
done) then test tools (what things will get it done)
• Build flexibility into system (may not always be ideal
scenarios)
Open Source - Issues
• May require specific IT environment (Linux)
• Tools likely to change quickly

• User interfaces / experience may be simple
• Will need ongoing support from IT / Systems staff
Open Source - Benefits
• Limited initial resources needed to install and test

• Provides opportunity to engage systems / IT in new
areas
• Designed and developed in collaboration with archival
community
• Direct communication channels to contribute to /
modify development roadmap
• Quickly build initial standards-compliant workflow
Resources
FC5205 Disk Image
http://www.deviceside.com/fc5025.html
Kryoflux
http://www.kryoflux.com/
BitCurator
http://www.bitcurator.net/

Archivematica
https://www.archivematica.org/wiki/Main_Page
Thanks!
sam.meister@mso.umt.edu
@samalanmeister

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Getting Bits off Disks: Using open source tools to stabilize and prepare born-digital materials for long-term preservation

Editor's Notes

  1. Sam – Overview of acquisition steps
  2. Sam – discuss donor survey / site visit Types of information captured / purpose of collecting information for appraisal / selection decision-making Each potential acquisition is a new case to be investigated High potential for various types of content and format types Donor survey is tool to capture initial information to assist in determining feasibility of acquiring materials Caveat / Disclamer: Not all acquisition scenarios will allow for use of donor survey tool before acquisition decision made
  3. Current = Word document
  4. FutureWeb Form – exports XML or tabular data To allow for integration / interoperability with collection management / descriptive system
  5. Sam – discuss feasibility assessment process Series of questions to assist in acquisition decision-making Analyzing sample set of files / data may be required to determine answers Ultimate question is resource-based – cost/ / benefit analysis New content / media / format types may require new software / hardware to acquire / accession materials Jenny: briefly review content; introduce customer to accession process; frequent repeat or reluctant customers
  6. Sam – discuss transfer processTwo basic transfersPhysical media and/or Network transfer / agreement / forms Jenny: Transferring within Windows environment (using a server share to isolate files); calculating and comparing checksums; transfer agreement completed. Financial issues.
  7. Current = Word documentDigital Materials Transfer document functions as appendix to deed of gift Documents details of transfer / acquisition process
  8. FutureWeb Form – exports XML or tabular data To allow for integration / interoperability with collection management / descriptive system
  9. Sam – overview of accession steps
  10. Sam – provide overview of current born digital workstation Media drives Use of digital forensics hardware and software Born Digital Log – record / document accession process in Access database discuss disk imaging purpose / function
  11. Sam – provide overview of current born digital workstation Media drives Use of digital forensics hardware and software Born Digital Log – record / document accession process in Access database discuss disk imaging purpose / function Jenny : When we do this, why we mostly don’t
  12. Sam – born digital workstation version 2
  13. Sam – born digital workstation version 2
  14. Sam – 3.5 floppy drive
  15. Sam – 5.25 floppy drive
  16. Sam – zip drive
  17. Sam – write blockers
  18. Sam – overview of disk imaging steps
  19. Sam – give overview of Born digital Log to document accession process
  20. Sam – discuss purpose of Photograph media Documenting label text and artifact characteristics May / may not continue this step / practice in the future
  21. Sam – 5.25 floppy drive
  22. Kryoflux hardware and software as option to capture raw bitstream from unrecognized / unknown filesystems
  23. Sam – overview of analysis steps
  24. Sam – discuss tools used for initial analysis BitCurator
  25. Sam – discuss use of fiwalk to extract / generate filesystem metadata for disk images
  26. Sam – discuss use of fiwalk to extract / generate filesystem metadata for disk images
  27. Sam – discuss use of fiwalk to extract / generate filesystem metadata for disk images
  28. Sam – discuss processing / preparing of data / files and metadata for storageJenny: Currently, AIP is produced manually and stored on Windows drive. Will need to revise process with TRIM. Could make use of Archivematica, but waiting until after ERMS implementation.
  29. Sam – discuss processing / preparing of data / files and metadata for storageArchivematica
  30. Sam – archivematica transfer steps
  31. Sam – overview of archivematica ingest steps
  32. Sam – archivematica storage of AIP
  33. Sam – discuss current and potential future uses of ArchivematicaDescribe continued used in relation to overall digital preservation program development
  34. Sam – describe general A&D strategy Basic steps are same for analog and digital materials
  35. Sam – describe current and future A&D process Current = in development Future = dependent on decision to implement an ACMS
  36. Sam – overview of major lessons learned to date