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Procuring digital preservation CAN be quick
and painless with our new dynamic
purchasing system.
Introducing Jisc’s digital preservation dynamic purchasing system
Housekeeping and objectives
•Concepts
• Digital Preservation (DP)
• Dynamic Purchasing Systems
(DPS)
•How to use the DP DPS
•The Vendors
•What next?
•Questions [Email post webinar questions
to preservation-dps@jisc.ac.uk ]
Jisc's Digital Preservation Dynamic Purchasing System
2
Choices
• Neglect (lose)
• Delete
• Keep
• Keep usable
Jisc's Digital Preservation Dynamic Purchasing System
3
Digital what…?
Jisc's Digital Preservation Dynamic Purchasing System
4
“Keeping digital stuff usable”
“Storing selected digital information to enable
access to that information and discovery of that
information”

Digital Preservation isn’t the same as…
Backup
A Repository

Jisc's Digital Preservation Dynamic Purchasing System
5
Digital Preservation is…
They’re not simple…
•Complex systems
•Definition?
•Expensive
•Expensive to procure
Jisc's Digital Preservation Dynamic Purchasing System
6
They’re not simple…
•Complex systems
•Definition?
•Expensive
•Expensive to procure
Circa
£50,000
Jisc's Digital Preservation Dynamic Purchasing System
7
What is it?
It is…
•Fast
•Competitive
•OJEU Compliant
•Cost effective
•Cheaper procurement
cost
•Lower technical overhead
Jisc's Digital Preservation Dynamic Purchasing System
8
What is it?
It isn’t…
•Not a framework
•Not fixed pricing
•Not closed to new
vendors
Jisc's Digital Preservation Dynamic Purchasing System
9
How it works
•Base requirements
•Essential information
•Due diligence
•Technical
•Mini competition
•Evaluation
•Award
•Contracts
Jisc's Digital Preservation Dynamic Purchasing System
10
How it works
•Base requirements
•Essential information
•Due diligence
•Technical
•Mini competition
•Evaluation
•Award
•Contracts
Digital Preservation to
the Core - Research
(jiscinvolve.org)
https://research.jiscinvolve.org/w
p/2024/04/05/digital-
preservation-to-the-core/
Jisc's Digital Preservation Dynamic Purchasing System
11
Who can use the DPS
•Eligibility
•DPS Webpage
•Buyers guide
•Requirements
Jisc's Digital Preservation Dynamic Purchasing System
12
Who can use the DPS
•Eligibility
•DPS Webpage
•Buyers guide
•Requirements
• JSL, Jisc and its members and
customers
• Higher education institutions [UK]
• Further education [UK]
• Specialist colleges [UK]
• Research council establishments [UK]
• Organisations connected to the Janet
network,
• Local authorities,
• Regional broadband consortia,
• Members of higher and further education
purchasing consortia,
• Any National Research and Education
Network (NREN) [connected with
JANET/GÉANT]
Digital preservation systems dynamic
purchasing system (DPS) – Jisc
https://www.jisc.ac.uk/digital-preservation-systems-
dynamic-purchasing-system-dps
Jisc's Digital Preservation Dynamic Purchasing System
13
The Vendors
Jisc's Digital Preservation Dynamic Purchasing System
14
The Vendors
• Arkivum Limited
• Artefactual Systems Inc.
• Docbyte NV
• ITHAKA Harbors
• Libnova S.L.U
• Max Communications Ltd
• Preservica Limited
• Sword Ping Network Solutions
Jisc's Digital Preservation Dynamic Purchasing System
15
The Vendors
Vendor name: Arkivum Limited
Contact: Rebecca Khan
(rebecca.khan@arkivum.com)
Product name/description:
Arkivum Data Archiving and
Preservation underpinned by
opensource and proprietary
modules
• Arkivum Limited
• Artefactual Systems Inc.
• Docbyte NV
• ITHAKA Harbors
• Libnova S.L.U
• Max Communications Ltd
• Preservica Limited
• Sword Ping Network Solutions
Jisc's Digital Preservation Dynamic Purchasing System
16
The Vendors
Vendor name: Artefactual
Systems Inc.
Contact: Kelly Stewart
(info@artefactual.com)
Product name/description:
Archivematica opensource data
preservation
Jisc's Digital Preservation Dynamic Purchasing System
17
• Arkivum Limited
• Artefactual Systems Inc.
• Docbyte NV
• ITHAKA Harbors
• Libnova S.L.U
• Max Communications Ltd
• Preservica Limited
• Sword Ping Network Solutions
The Vendors
Vendor name: Docbyte NV
Contact: Frederik Rosseel
(Frederik.Rosseel@docbyte.com)
Product name/description:
The Agile Digital Vault
Jisc's Digital Preservation Dynamic Purchasing System
18
• Arkivum Limited
• Artefactual Systems Inc.
• Docbyte NV
• ITHAKA Harbors
• Libnova S.L.U
• Max Communications Ltd
• Preservica Limited
• Sword Ping Network Solutions
The Vendors
Vendor name: ITHAKA Harbors
Contact: Benjamin White
(benjamin.white@ithaka.org)
Product name/description:
Portico community supported
preservation
Jisc's Digital Preservation Dynamic Purchasing System
19
• Arkivum Limited
• Artefactual Systems Inc.
• Docbyte NV
• ITHAKA Harbors
• Libnova S.L.U
• Max Communications Ltd
• Preservica Limited
• Sword Ping Network Solutions
The Vendors
Vendor name: Libnova S.L.U
Contact: Lia Radovic
(lia.radovic@libnova.com)
Product name/description:
Libsafe. A suite of proprietary
preservation products.
Jisc's Digital Preservation Dynamic Purchasing System
20
• Arkivum Limited
• Artefactual Systems Inc.
• Docbyte NV
• ITHAKA Harbors
• Libnova S.L.U
• Max Communications Ltd
• Preservica Limited
• Sword Ping Network Solutions
The Vendors
Vendor name: Max
Communications Ltd
Contact: David Cordery
(david@maxcommunications.co.uk)
Product name/description:
SOTERIA Data Preservation
underpinned by opensource and
proprietary modules
.
Jisc's Digital Preservation Dynamic Purchasing System
21
• Arkivum Limited
• Artefactual Systems Inc.
• Docbyte NV
• ITHAKA Harbors
• Libnova S.L.U
• Max Communications Ltd
• Preservica Limited
• Sword Ping Network Solutions
The Vendors
Vendor name: Preservica Limited
Contact: Tracy Broadhurst
(tracy.broadhurst@preservica.com)
Product name/description:
Preservica. Proprietary
preservation product
.
Jisc's Digital Preservation Dynamic Purchasing System
22
• Arkivum Limited
• Artefactual Systems Inc.
• Docbyte NV
• ITHAKA Harbors
• Libnova S.L.U
• Max Communications Ltd
• Preservica Limited
• Sword Ping Network Solutions
The Vendors
Vendor name: Sword Ping
Network Solutions
Contact: David Inglis
(dinglis@ping-ns.com)
Product name/description:
Proprietary and open source
preservation products assembled
to meet customer requirements
.
Jisc's Digital Preservation Dynamic Purchasing System
23
• Arkivum Limited
• Artefactual Systems Inc.
• Docbyte NV
• ITHAKA Harbors
• Libnova S.L.U
• Max Communications Ltd
• Preservica Limited
• Sword Ping Network Solutions
The Vendors
• Arkivum Limited
• Artefactual Systems Inc.
• Docbyte NV
• ITHAKA Harbors
• Libnova S.L.U
• Max Communications Ltd
• Preservica Limited
• Sword Ping Network Solutions
Jisc's Digital Preservation Dynamic Purchasing System
24
Related consultancy
Understand the
problem
Challenge scoping workshop
Problem scoping workshop
Empathy interview workshop
Empathy interview additional
support
Interview analysis workshop
Know the environment
Systems fact file
Process and systems mapping
workshop
Existing user huddles
Build requirements
Requirements building
workshop
Requirements review
Get procurement ready
Tender development workshop
Jisc's Digital Preservation Dynamic Purchasing System
25
Jisc's Digital Preservation Dynamic Purchasing System
26
Digital preservation systems
dynamic purchasing system
(DPS) – Jisc
https://www.jisc.ac.uk/digital-
preservation-systems-dynamic-
purchasing-system-dps
Jisc's Digital Preservation Dynamic Purchasing System
27
Digital preservation systems
dynamic purchasing system
(DPS) – Jisc
https://www.jisc.ac.uk/digital-
preservation-systems-dynamic-
purchasing-system-dps
Contact your relationship manager – Jisc Members
https://www.jisc.ac.uk/contact/your-relationship-manager
Jisc's Digital Preservation Dynamic Purchasing System
28
Time for questions…
Jisc's Digital Preservation Dynamic Purchasing System
29
jisc.ac.uk
Thank you
Paul Stokes
Subject Matter Expert (Digital Preservation)
paul.stokes@jisc.ac.uk
Clare Nurton
Procurement Advisor
clare.nurton@jisc.ac.uk
Keith Jenkins
Head of Relationship Management (HE)
keith.jenkins@jisc.ac.uk
4 Portwall Lane, Bristol,
BS1 6NB
preservation-dps@jisc.ac.uk
Except where otherwise noted, this work is
licensed under CC-BY-NC-ND.
Jisc's Digital Preservation Dynamic Purchasing System
30
Acknowledgements
• Network Technology Connection background image by Pete Linforth from Pixabay
• Mountain image by Simon from Pixabay
• Digital preservation cartoons: DigitalBevaring.dk
• Geometry image by Pete Linforth from Pixabay
• Price value Image by Tumisu from Pixabay
• We’re open image by Pexels from Pixabay
• Race track image by Tania Dimas from Pixabay
• Hot air balloon image by Pexels from Pixabay
• Rubber Ducks image by Manfred Richter from Pixabay
• What next image by Gerd Altmann from Pixabay
• Lamp and question mark image by fernando zhiminaicela from Pixabay
• The end image by Kati from Pixabay
Jisc's Digital Preservation Dynamic Purchasing System
31

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Procuring digital preservation CAN be quick and painless with our new dynamic purchasing system

  • 1. Procuring digital preservation CAN be quick and painless with our new dynamic purchasing system. Introducing Jisc’s digital preservation dynamic purchasing system
  • 2. Housekeeping and objectives •Concepts • Digital Preservation (DP) • Dynamic Purchasing Systems (DPS) •How to use the DP DPS •The Vendors •What next? •Questions [Email post webinar questions to preservation-dps@jisc.ac.uk ] Jisc's Digital Preservation Dynamic Purchasing System 2
  • 3. Choices • Neglect (lose) • Delete • Keep • Keep usable Jisc's Digital Preservation Dynamic Purchasing System 3
  • 4. Digital what…? Jisc's Digital Preservation Dynamic Purchasing System 4
  • 5. “Keeping digital stuff usable” “Storing selected digital information to enable access to that information and discovery of that information”  Digital Preservation isn’t the same as… Backup A Repository  Jisc's Digital Preservation Dynamic Purchasing System 5 Digital Preservation is…
  • 6. They’re not simple… •Complex systems •Definition? •Expensive •Expensive to procure Jisc's Digital Preservation Dynamic Purchasing System 6
  • 7. They’re not simple… •Complex systems •Definition? •Expensive •Expensive to procure Circa £50,000 Jisc's Digital Preservation Dynamic Purchasing System 7
  • 8. What is it? It is… •Fast •Competitive •OJEU Compliant •Cost effective •Cheaper procurement cost •Lower technical overhead Jisc's Digital Preservation Dynamic Purchasing System 8
  • 9. What is it? It isn’t… •Not a framework •Not fixed pricing •Not closed to new vendors Jisc's Digital Preservation Dynamic Purchasing System 9
  • 10. How it works •Base requirements •Essential information •Due diligence •Technical •Mini competition •Evaluation •Award •Contracts Jisc's Digital Preservation Dynamic Purchasing System 10
  • 11. How it works •Base requirements •Essential information •Due diligence •Technical •Mini competition •Evaluation •Award •Contracts Digital Preservation to the Core - Research (jiscinvolve.org) https://research.jiscinvolve.org/w p/2024/04/05/digital- preservation-to-the-core/ Jisc's Digital Preservation Dynamic Purchasing System 11
  • 12. Who can use the DPS •Eligibility •DPS Webpage •Buyers guide •Requirements Jisc's Digital Preservation Dynamic Purchasing System 12
  • 13. Who can use the DPS •Eligibility •DPS Webpage •Buyers guide •Requirements • JSL, Jisc and its members and customers • Higher education institutions [UK] • Further education [UK] • Specialist colleges [UK] • Research council establishments [UK] • Organisations connected to the Janet network, • Local authorities, • Regional broadband consortia, • Members of higher and further education purchasing consortia, • Any National Research and Education Network (NREN) [connected with JANET/GÉANT] Digital preservation systems dynamic purchasing system (DPS) – Jisc https://www.jisc.ac.uk/digital-preservation-systems- dynamic-purchasing-system-dps Jisc's Digital Preservation Dynamic Purchasing System 13
  • 14. The Vendors Jisc's Digital Preservation Dynamic Purchasing System 14
  • 15. The Vendors • Arkivum Limited • Artefactual Systems Inc. • Docbyte NV • ITHAKA Harbors • Libnova S.L.U • Max Communications Ltd • Preservica Limited • Sword Ping Network Solutions Jisc's Digital Preservation Dynamic Purchasing System 15
  • 16. The Vendors Vendor name: Arkivum Limited Contact: Rebecca Khan (rebecca.khan@arkivum.com) Product name/description: Arkivum Data Archiving and Preservation underpinned by opensource and proprietary modules • Arkivum Limited • Artefactual Systems Inc. • Docbyte NV • ITHAKA Harbors • Libnova S.L.U • Max Communications Ltd • Preservica Limited • Sword Ping Network Solutions Jisc's Digital Preservation Dynamic Purchasing System 16
  • 17. The Vendors Vendor name: Artefactual Systems Inc. Contact: Kelly Stewart (info@artefactual.com) Product name/description: Archivematica opensource data preservation Jisc's Digital Preservation Dynamic Purchasing System 17 • Arkivum Limited • Artefactual Systems Inc. • Docbyte NV • ITHAKA Harbors • Libnova S.L.U • Max Communications Ltd • Preservica Limited • Sword Ping Network Solutions
  • 18. The Vendors Vendor name: Docbyte NV Contact: Frederik Rosseel (Frederik.Rosseel@docbyte.com) Product name/description: The Agile Digital Vault Jisc's Digital Preservation Dynamic Purchasing System 18 • Arkivum Limited • Artefactual Systems Inc. • Docbyte NV • ITHAKA Harbors • Libnova S.L.U • Max Communications Ltd • Preservica Limited • Sword Ping Network Solutions
  • 19. The Vendors Vendor name: ITHAKA Harbors Contact: Benjamin White (benjamin.white@ithaka.org) Product name/description: Portico community supported preservation Jisc's Digital Preservation Dynamic Purchasing System 19 • Arkivum Limited • Artefactual Systems Inc. • Docbyte NV • ITHAKA Harbors • Libnova S.L.U • Max Communications Ltd • Preservica Limited • Sword Ping Network Solutions
  • 20. The Vendors Vendor name: Libnova S.L.U Contact: Lia Radovic (lia.radovic@libnova.com) Product name/description: Libsafe. A suite of proprietary preservation products. Jisc's Digital Preservation Dynamic Purchasing System 20 • Arkivum Limited • Artefactual Systems Inc. • Docbyte NV • ITHAKA Harbors • Libnova S.L.U • Max Communications Ltd • Preservica Limited • Sword Ping Network Solutions
  • 21. The Vendors Vendor name: Max Communications Ltd Contact: David Cordery (david@maxcommunications.co.uk) Product name/description: SOTERIA Data Preservation underpinned by opensource and proprietary modules . Jisc's Digital Preservation Dynamic Purchasing System 21 • Arkivum Limited • Artefactual Systems Inc. • Docbyte NV • ITHAKA Harbors • Libnova S.L.U • Max Communications Ltd • Preservica Limited • Sword Ping Network Solutions
  • 22. The Vendors Vendor name: Preservica Limited Contact: Tracy Broadhurst (tracy.broadhurst@preservica.com) Product name/description: Preservica. Proprietary preservation product . Jisc's Digital Preservation Dynamic Purchasing System 22 • Arkivum Limited • Artefactual Systems Inc. • Docbyte NV • ITHAKA Harbors • Libnova S.L.U • Max Communications Ltd • Preservica Limited • Sword Ping Network Solutions
  • 23. The Vendors Vendor name: Sword Ping Network Solutions Contact: David Inglis (dinglis@ping-ns.com) Product name/description: Proprietary and open source preservation products assembled to meet customer requirements . Jisc's Digital Preservation Dynamic Purchasing System 23 • Arkivum Limited • Artefactual Systems Inc. • Docbyte NV • ITHAKA Harbors • Libnova S.L.U • Max Communications Ltd • Preservica Limited • Sword Ping Network Solutions
  • 24. The Vendors • Arkivum Limited • Artefactual Systems Inc. • Docbyte NV • ITHAKA Harbors • Libnova S.L.U • Max Communications Ltd • Preservica Limited • Sword Ping Network Solutions Jisc's Digital Preservation Dynamic Purchasing System 24
  • 25. Related consultancy Understand the problem Challenge scoping workshop Problem scoping workshop Empathy interview workshop Empathy interview additional support Interview analysis workshop Know the environment Systems fact file Process and systems mapping workshop Existing user huddles Build requirements Requirements building workshop Requirements review Get procurement ready Tender development workshop Jisc's Digital Preservation Dynamic Purchasing System 25
  • 26. Jisc's Digital Preservation Dynamic Purchasing System 26
  • 27. Digital preservation systems dynamic purchasing system (DPS) – Jisc https://www.jisc.ac.uk/digital- preservation-systems-dynamic- purchasing-system-dps Jisc's Digital Preservation Dynamic Purchasing System 27
  • 28. Digital preservation systems dynamic purchasing system (DPS) – Jisc https://www.jisc.ac.uk/digital- preservation-systems-dynamic- purchasing-system-dps Contact your relationship manager – Jisc Members https://www.jisc.ac.uk/contact/your-relationship-manager Jisc's Digital Preservation Dynamic Purchasing System 28
  • 29. Time for questions… Jisc's Digital Preservation Dynamic Purchasing System 29
  • 30. jisc.ac.uk Thank you Paul Stokes Subject Matter Expert (Digital Preservation) paul.stokes@jisc.ac.uk Clare Nurton Procurement Advisor clare.nurton@jisc.ac.uk Keith Jenkins Head of Relationship Management (HE) keith.jenkins@jisc.ac.uk 4 Portwall Lane, Bristol, BS1 6NB preservation-dps@jisc.ac.uk Except where otherwise noted, this work is licensed under CC-BY-NC-ND. Jisc's Digital Preservation Dynamic Purchasing System 30
  • 31. Acknowledgements • Network Technology Connection background image by Pete Linforth from Pixabay • Mountain image by Simon from Pixabay • Digital preservation cartoons: DigitalBevaring.dk • Geometry image by Pete Linforth from Pixabay • Price value Image by Tumisu from Pixabay • We’re open image by Pexels from Pixabay • Race track image by Tania Dimas from Pixabay • Hot air balloon image by Pexels from Pixabay • Rubber Ducks image by Manfred Richter from Pixabay • What next image by Gerd Altmann from Pixabay • Lamp and question mark image by fernando zhiminaicela from Pixabay • The end image by Kati from Pixabay Jisc's Digital Preservation Dynamic Purchasing System 31

Editor's Notes

  1. Hello. I’m Paul Stokes. My job title is Subject Matter expert (digital preservation) and I’m the one who’s responsible for Digital Preservation at Jisc. Before we start, a brief introduction to my fellow presenters, the objectives of this webinar and a bit of housekeeping. Firstly Clare Nurton. Clare is a Procurement Advisor at Jisc. She’s an expert when it comes to procurement in general and the digital preservation Dynamic Purchasing System in particular (she was the procurement lead for the project when we were setting it up). Then there’s Keith Jenkins. Keith is the head of relationship management for the higher education sector. He (or one of his team of relationship managers) is likely to be one of the early points of contact for Jisc Members when it comes to enquiring about the digital preservation Dynamic Purchasing System. More from them shortly. This webinar is being recorded and will be publicly available afterwards. If you don’t wish to appear in the recording, please keep your camera off and mic muted. Digital Preservation is a broad and complex discipline incorporating all sorts of overlapping topics including (amongst others) resources, infrastructure, workflows, formats, systems and processes. It’s not possible to undertake a deep dive in a short webinar, let alone a webinar whose primary focus is on the purchasing process for a digital preservation system. However, it is important that you understand what we mean by digital preservation in this particular context. With that in mind, I’m going to provide a rapid overview of some core concepts relating to Digital Preservation (without going into any technical detail) and DPSs. We’re going to tell you how to use the digital preservation DPS, introduce the Vendors, and let you know what steps you can take to get started. We’ve assumed that you, the audience, understand some of the basics—the whys and the what’s—and you have taken your first steps along the road to procuring a digital preservation system. This webinar should help you understand how our Digital Preservation Dynamic Purchasing System can ease the procurement pain you’re likely to encounter along the way. Please ask questions in the appropriate place, the Q&A box, as we go along. The chat should be used for comments, links and so on. There will be an opportunity for live questions at the end, but my colleagues will try and answer some in the Q&A box as we go along. As I just mentioned, this webinar is being recorded. Should any questions occur to you as you watch the recording, please jot them down and stick them in an email to preservation-dps@jisc.ac.uk (copying in your relationship manager if you’re a Jisc member). Don’t worry if you missed that email address and other links that are mentioned in the presentation. They’ll be repeated a number of times and posted in the chat. There’s no such thing as a silly question. If you’ve thought it, someone else will probably be thinking it as well. Much better to ask than leave it unsaid. If you’re feeling shy, bung it in an email. We’ll circulate any questions and answers at a later date. No names. Just questions and answers. No one will ever know it was you that asked “that” question. Other points of note. Whenever we refer to “data” or “stuff” in what follows, we’re using them as catchall terms to encompass anything you want to digitally preserve. Lastly, as you’ve probably noticed already, we tend to revert to calling the Digital Preservation Dynamic Purchasing System “the DP DPS” or simply “the DPS”. Click  
  2. So what’s driving the need for digital Preservation? We as a species have managed to generate a lot of information. The amount to be dealt with is ever increasing—according to the International Data Corporation (IDC), the amount of digital data created, captured, and replicated in 2020 was approximately 64.2 zettabytes (1 zettabyte = 1 trillion gigabytes) and it’s predicted to be almost triple that by 2025. What’s more, data is increasingly important to the core processes essential for the viability of organisations. So, we are faced with choices. What can we do with all this stuff? We either Neglect it (which is tantamount to saying that we accept that we’re going to lose it) Delete it Keep it safe (essentially, bit preservation), or Keep it usable And that’s where digital preservation comes in. Click
  3. What do we mean by digital preservation?
  4. Well, to coin a phrase, it’s keeping digital stuff usable (for the medium to long term). As a colleague once put it, communications across space and time. Putting that in more formal terms, it’s storing selected digital information to enable access to that information and discovery of that information. And just to get it out of the way… Backup is not the same as having a Repository. A Repository is not Preservation. Backup is storing information as a hedge against loss—If current information is damaged it can be restored from backup. Backup is usually automated and usually only covers a limited time period. It’s often applied with a blanket approach (entire systems). A Repository is storing selected information to enable access to that version of the information in the future. Information is stored with metadata to facilitate discovery and use. Deposit is a one-time activity. The ability to access the information may deteriorate over time. Preservation is storing and processing selected information to enable access to and use of that version of the information in the future. Stored with metadata to facilitate discovery and use it usually involves the creation of more than one copy of the information. Preservation (curation) is an active on-going process intended to extend the ability to use the information beyond the lifetime of current systems and file formats. And to do all that, more often than not, you’ll need a Digital Preservation system. Click
  5.   Buying a digital preservation system has never been a quick process. They’re complex systems and can be hard to define. What exactly is a preservation system? Does a dark archive with bit preservation qualify as a full fat digital preservation solution? Some would say no. Most would say “it depends”. Complexity unsurprisingly means they’re expensive (and definitely NOT an unconsidered, impulse buy). This in turn almost inevitably means a full public procurement exercise. Lead times from the initial consideration (”we need to do something about keeping our digital stuff usable”) to the final deployment of a shiny, new system can be of the order of years. A not inconsiderable part of that lead time can be used up in the procurement process; deciding what bells and whistles are actually needed, who needs them, why they’re needed, who can cater to those needs and who or what provides the MEAT (most economically advantageous tender). It’s not just time. There’s also the resource implications to consider as well. A purchasing institution needs procurement expertise and digital preservation expertise in order to make an informed choice. And if you’re at the beginning of your digital preservation journey, although you may have the procurement expertise, you may well not have much in the way of preservation knowhow. (“OAIS… that’s a wet place in the desert isn’t it?”. That’s a joke for the digital preservation wonks). What does it cost to procure a DP system? That’s quite literally the $64,000 question. I asked ChatGPT out of curiosity and the response I got was (unsurprisingly) ambiguous. Variables such as size, scope, features, requirements, customisation and consultancy were all referenced… as were Jisc and the Digital Preservation Coalition so plus points for Chat GPT there. Asking actual people led to slightly more useful answers. Most of the procurement cost took the form of people costs. Typically, a medium to large institution was deploying 40% of 2 senior staff over 2 months and 60% of 3 middle staff over 3 months. This gave a ball park figure for the procurement cost of
  6.   £50,000 (ish) Wouldn’t it be wonderful if a lot of the digital preservation procurement heavy lifting were done for you, leaving you to dwell on the finer details of what suits you and your institution? And that’s where Jisc’s digital preservation Dynamic Purchasing System comes in (our DP DPS). Over to Clare Click
  7. Thanks Paul. So, what is a digital preservation Dynamic Purchasing System, what does it do, and, possibly just as importantly, what is it not (and what does it not do).    Well, a Dynamic Purchasing System IS a fast, economic, and OJEU compliant way of procuring goods or services – and as Paul has stated, this particular Dynamic Purchasing System has been established specifically to enable the purchasing of Digital Preservation Systems.     What makes it fast? — well, when you compare procuring through this DPS to the considerably longer timescales usually experienced when undertaking a full public procurement process, the time taken is much shorter. It is typically, 4 to 8 weeks from posting a mini competition (more on what that is shortly) to contracts being placed.     It’s also Competitive—the DPS procurement process has to be a competition. Purchasers always get a market competitive price for the services they procure.     Its OJEU compliant. This DPS is fully advertised by means of a Contract Notice and has been established under the Public Contract Regulations 2015, which is the current UK legislation. And for those of you who are aware of the new Procurement Act planned to come force at the end of the year, this DPS has a maximum lifespan of 5 years and as it has been established under the current legislation, it can be used for that full lifespan and will not be affected by the proposed changes within the new Act.      This DPS is cost effective for all those involved. It’s free for buyers to use and there is no cost for suppliers to be on the DPS (suppliers only pay a small percentage of the value of contracts actually placed with them through the DPS).     It’s also cheaper than traditional procurement routes—there’s a reduced procurement resource requirement for both purchasers and suppliers. Jisc do all the commercial due diligence when vendors are recruited onto the DPS.      And there is also a reduced in house technical resource need for buyers in the pre-purchasing stages. Jisc have already ensured that the vendors meet the core requirements for the Dynamic Purchasing system. Jisc can also help with the technical side of the procurement—addressing the chicken and egg situation of preparation of any additional requirements before a Digital Preservation member of staff has been recruited.     It’s worth noting that even though the DPS has a fixed lifetime as a procurement mechanism, contracts can extend beyond that window. So, if needed, your organisation can place a contract any time up to the DPS ending and that contract will stand, even if it is for a number of years after the DPS has finished.   Click
  8. And the question of what it is not…?      First it is worth noting that a DPS is NOT a framework agreement—the prices and services are not fixed at the time the vendors are recruited. Tendering is always through a mini competition with all of the suppliers accepted on to the DPS. There is no provision for direct award. In this way, the process remains dynamic and competitive.   What is Dynamic? What that means in this case is that new vendors can join at any time in the lifetime of the DPS. Any vendor can request to participate by completing the RTP document on the Jisc eTendering platform. They will need to demonstrate that they meet the criteria and as soon as their response has been successfully evaluated they will be accepted onto the DPS they can take part in mini-competitions.     Jisc undertakes the due diligence and pre validates the vendors. We evaluate the vendor’s ability to deliver against the base set of requirements when they join the DPS and at the same time we do the commercial due diligence. This is advantageous for both suppliers—they do the majority of the procurement bidding process just once no matter how many mini-competitions they take part in—and buyers—they only need to set and evaluate any extended requirements.  Click
  9. So how does A DPS work?  Vendors are recruited by Jisc using a base set of requirements and standard commercial criteria. As soon as they’re accepted onto the DPS they can take part in mini competitions.     We’ve mentioned the requirements a few times, so although a detailed examination of what they are is beyond the scope of this webinar, it’s worth spending a minute or two briefly looking at what they are.     They fall into 3 main categories:  Essential supplier information  Standard due diligence requirements (including mandatory and discretionary exclusions, financial integrity, insurances, quality management, environmental management, information security and data protection); and   Technical requirements      What this means in essence is that when you come to use the DPS you can be comfortable in the knowledge that the vendors on the DPS can all provide at least the same level of a standard digital preservation service and all suppliers are in good standing.     The exact base criteria and requirements that Vendors have met are shown in the Request to Participate document available on the Jisc etendering portal, and also in the Buyers Guide. The technical requirements and how we got to that set of requirements have been published on a blog so should you wish to delve a little deeper please do follow the link shown to find out more. Click 
  10. So what is a mini competition? When the time comes to procure, buyers post their Digital preservation requirement onto the DPS etendering portal by means of a short document. This document will include any particular needs a buyer might have over and above the core requirements. This document will also stipulate the selection and evaluation criteria, any specific terms, and give details of timescales relating to the opportunity. This is the mini-competition mentioned earlier. And to help make things as easy as possible, Jisc have created a mini competition template for Buyers to use, if they would like to.      The mini-competition is announced to all the vendors on the DPS who will then respond to the mini competition requirements.      Jisc will facilitate all of the communications and clarification questions (and potentially demonstrations) via the e-tendering portal.      Once the deadline has passed, Jisc will collate all of the reponses and send them to the buyer. The buyer evaluates the bids against the criteria stated, makes their selection and awards the contract accordingly. The Buyer informs Jisc who the successful Vendor is and Jisc notify the Vendors of the outcome via the Jisc etendering portal. After this, Jisc steps back and the Buyer and the Vendor proceed to contract signing. Jisc is not a party to whatever contract is awarded—it’s between buyer and vendor. Our only involvement from this point forward is a quarterly report from the vendor appertaining to the value of any contract payments in that period.     It’s that simple. And as mentioned earlier, it can take as little as 4 to 8 weeks.     Over to Keith to tell you a little about who can use the Digital Preservation DPS (and how to get started).   Click 
  11. So, who can use this DPS to procure a digital preservation system?   This DPS is open for any Jisc member institution in Higher Education, Research & Further Education.
  12. And any other organisations that are connected to the Janet network, including local authorities, regional broadband consortia, or any other bodies whose core purpose is the support or advancement of further or higher education or of research.   If you have any doubt about as to whether your organisation is able to make use of the DPS, you can refer to the list of eligible organisations listed on the DPS webpage that is shown on the screen. Don’t worry we’ll also add to the chat for your reference.   The DPS web page also has a Buyers guide that will help you navigate your way through the procurement process.   Once you have made the decision that you are ready to procure, then the next stage is the drafting of your requirements for your particular situation.   To help the DPS webpage also has the mini-competition template that you can use to making sure your complete all the stages and provide all the appropriate information to enable the vendors to bid.     A few of things to bear in mind…... Firstly, it has to be a mini-competition. There can be no direct award through the DPS. Secondly, any requirements you want to incorporate in your competition have to be novel. In other words, you can’t repeat requirements that are already in the base set Thirdly, the mini-competition has to be run through Jisc’s e-portal. That way Jisc can ensure that all the vendors signed up for the DPS are properly informed of the mini-competition and your requirements.   Fourthly, remember to incorporate sufficient time for all stages of the process (including demonstrations by ALL of the vendors if that’s part of your assessment procedures).   Finally, only the current vendors on the DPS are allowed to take part in the mini competitions. If you are aware of a vendor who is not yet on the DPS that you’d like to take part, then, assuming that they meet the criteria, they can apply to join the DPS at any time in its lifetime and take part in mini-competitions from the moment they qualify.   So please make sure you hold off publishing your mini- competition until after they qualify.    Should you need further help on the procurement process and the technicalities, Jisc can provide advice and guidance. Jisc are also able to offer bespoke consultancy to help you with your all of your preservation needs.   Now back to Paul to tell you a little more about the current vendors on the DPS and that preservation consultancy. Click
  13. We currently have 8 vendors who have qualified to join the DP DPS and 2 more who have expressed an interest in joining. The vendors are from all over the globe with various different products. What they all have in common, though. is that they can provide the minimum viable product level of Digital Preservation we have set. The 8 vendors are:
  14. Arkivum Limited Artefactual Systems Inc. Docbyte NV ITHAKA Harbors Libnova S.L.U Max Communications Ltd Preservica Limited Sword Ping Network Solutions We haven’t got time today for a detailed overview of the companies and products, but they are all listed on the DP DPS website along with contact information so please do contact them directly if you’d like to know more about them and their services. And don’t worry if you miss something in this overview. They’re all listed on the DP DPS website. Most offer cloud based products, some offer on-premise and there’s a mixture of proprietary, hybrid and open-source solutions. Running through each in turn (in alphabetical order)…
  15. We’ll start with Arkivum Limited Based in Reading in the UK, they supply a Data Archiving and Preservation service underpinned by opensource and proprietary modules. Rebeca Kahn is the contact there.
  16. Next there’s Artefactual. They’re a remote-first company based on the west cost of Canada with staff located in several countries and time zones. Their core preservation product is archivematica and Kelly Stewart is the contact.
  17. Docbyte NV are next (and in case you’re wondering, NV is the equivalent of Limited company in Dutch – I won’t embarrass myself by trying to pronounce it). They’re based in Gent in Belgium. Their core preservation product is The Agile Digital Vault and Frederik Rosseel is the contact.
  18. ITHAKA Harbours come next. They’re based in New York in the states Their core preservation product is Portico, a community supported preservation product, and Benjamin White is the contact.
  19. They’re followed by Libnova S.L.U They’re based in Madrid, Spain and have an office in Miami in the states. Their primary preservation product is Libsafe, suite of proprietary preservation products. The contact there is Lia Radovic
  20. Max communication Ltd are another UK based vendor, based in London. Their product is SOTERIA which like a couple of the other vendor offerings, is underpinned by the open source archivematica preservation engine. The contact for Max is David Cordery
  21. Preservica Limited are next. They’re based in Abingdon, Oxfordshire and have an office in Boston in the USA. Their core product is Preservica. It’s a proprietary product that comes in a variety of different sizes.
  22. And finally, we have Sword Ping Network Solutions. They’re based in Bellshill and Aberdeen. They provide preservation services assembled to meet customer needs.
  23. Well, that’s the current list of vendors. As I said a short while ago, we’re expecting more to join so this list should be longer soon. They’re all listed on the DP DPS web page so that’s your starting point for finding out more about both current vendors and new vendors as they qualify to join. Click
  24. We’ve mentioned consultancy a few times. We recognise the fact that some (perhaps even many) of you watching may not yet be in a position to procure your digital preservation system. You know you need one, but you’re not quite sure yet what you need. That’s where our digital preservation advice, guidance and consultancy come in. Jisc members can access our advice and guidance through their relationship managers. If you and your institution need something a little more in-depth we have a mature digital product development process. This Jisc process draws on techniques used at Jisc to develop digital products. The method emphasises the importance of establishing a clear idea of the problem to be solved before determining a solution. The approach places users and stakeholders at the heart of the process of identifying needs and requirements. As well as being extensively used within Jisc, the consultancy team have used this approach to help institutions develop requirements for procurement of digital preservation systems, research systems and for other projects requiring consultation with an institutions staff. There are three stages to the Jisc process framework when utilised for the acquisition of a new system. Understand the problem – a multi part stage that involves a scoping exercise, empathy interviews with stakeholders and interview response analysis to identify stakeholder needs. Create requirements – using stakeholder needs to create a set of specifications for the system. Get procurement ready – getting the requirements ready for a procurement exercise including prioritisation and weighting. If you’re a Jisc member and you’d like to know more, contact your relationship manager. If you’re not a member, then you can start the conversation by emailing us at preservation-dps@jisc.ac.uk Click
  25. What’s next? This is the call to action… and it depends if you’re a vendor or a buyer (and to a certain extent, where you are on your digital preservation journey) . If you’re a buyer, and you’re ready to buy then go straight to the DP DPS web page (do not pass go, do not collect £200), download the buyers guide and template, and contact us if you need any help setting up your mini-competition.
  26. Here’s the web address again. If you’re anywhere else on your digital preservation journey, then still go to the web page and have a look. If you’re a Jisc member you might also wish to contact your relationship manager to initiate a discussion about how we can help you progress your journey. We offer advice, guidance and consultancy about digital preservation and related disciplines . There is a Jisc web page where members can search to relationship manager contact information.
  27. The address should now be showing on your screen. Alternatively contact us after the webinar and we can provide Relationship Manager contact information. If you’re a vendor wishing to join the DP DPS then, you’ve guessed it, go to the DP DPS web page. There’s a link in the vendors section to the e-portal where you can download the request to participate documents and get started with your application. Typically, we would endeavour to, process any new application (clarifications not withstanding) within a few weeks of receiving it. And that’s it! Click Time for questions