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ArchivesSpace-Archivematica-
Dspace Workflow Integration
Mike Shallcross
Code4Lib Midwest
July 24, 2015
shallcro@umich.edu
Background
• Bentley Historical Library (est. 1935)
– Official archives of U-M and repository for
papers/records of individuals and organizations in MI
– 2014 reorg: consolidated physical/digital processing
– BHL currently hosts 1+ TB of digital archives in DSpace
• April 2014: $355K grant from Mellon Foundation
– Partner with U-M Library (administratively separate)
– Integrate functionality of ArchivesSpace,
Archivematica, DSpace in an end-to-end workflow
7/24/2015 1
Ye Olde Days…
• 1997-2009:
– Highly manual procedures for born-digital content
(minimal preservation actions)
– Very limited resources (staff, storage, IT support)
• 2010-2011: MeMail Project (email preservation
grant)
– Additional staff and storage infrastructure
– Developed more robust workflows (still manual)
• 2011-2014:
– Automation of key steps in workflow: AutoPro
– Standardize metadata creation/collection
7/24/2015 2
14 May 2015 3
AutoPro
• Comprised of 28 Windows CMD.EXE scripts.
• Guides staff through 6 step workflow with single
interface for 20+ apps/utilities.
– Virus scans and checksum calculation.
– Identify sensitive personal data
– Create preservation copies of files.
– Arrange, package, and describe content.
• Documents all actions: log files and PREMIS
• NOT a long-term solution
– Limitations of user interface/shell scripts
– Support and maintenance not sustainable
14 May 2015 4
Viva La Evolution!
7/24/2015 5
http://blog.sharkhacks.com/2015/01/evolutionary-pains.html
Available Community Solutions
• ArchivesSpace:
– Archival management system.
– Create accession records, track locations, generate archival
description (EAD).
• Archivematica:
– Ingest tool: produces Archival Information Packages (AIPs)
– Extensive technical and preservation metadata.
• DSpace:
– Preservation and access
– Persistent URLs, secure/managed storage, access controls
14 May 2015 6
Can we make these play nice?
Goals
• Facilitate creation/reuse of metadata
• Streamline the ingest and deposit of content in
repository
• Find solutions that meet Bentley needs but are
flexible and scalable for others
– Modular: institutions may adopt some, none, or all
– Employ open standards so that other repository
platforms could be used
• Share code and documentation with archives and
digital preservation communities
7/24/2015 7
Project Status:
• April-August, 2014: developer search (failed)
• May 2014: MLibrary announces plans for Hydra
• Dec. 2014: budget reallocation and contract with
Artefactual Systems
• Jan. 2015: Artefactual Systems site visit
– Review current procedures and collections
– Define use cases
– Analyze existing functionality of platforms, identify
development needs
• Jan.-April 2015: Workflow refinement, user stories, and
development prioritization plus BHL tool evaluation and
data migration
• April 2015: agile development sprints begin
7/24/2015 8
Key Development Tasks
• ‘Appraisal and Arrangement’ tab in Archivematica
– Characterize transfers, identify sensitive data, preview
content
– Tag content for restrictions, deaccession, and intellectual
arrangement of materials
• Archivematica-ArchivesSpace integration
– ASpace ‘pane’ within Archivematica interface
– Create/edit ASpace components; drag & drop content to
associate with description and create SIPs
– Archivematica create/update records in ASpace using API
• Automate deposit of AIPs in DSpace; update
ArchivesSpace with handles
7/24/2015 9
1. Accession Record (AS)
7/24/2015 10
2. Transfer (AM)
7/24/2015 11
3. Characterize Content (AM)
7/24/2015 12
4. ID Sensitive Data (AM)
7/24/2015 13
5. Browse and Review Content
7/24/2015 14
6. Tag content (AM)
7/24/2015 15
7. Associate content with archival
description (AM)
7/24/2015 16
8. Ingest SIPs (AM) & Create Records (AS)
7/24/2015 17
9. Deposit data (from AM, via SWORD) and
metadata (from AS, via ResourceSync)
7/24/2015 18
Systems of Record
• ASpace: administrative, descriptive, and rights
metadata
• Archivematica: technical and preservation
metadata
• Repository: manage content and enforce
access restrictions.
7/24/2015 19
Updates and More Info…
• Society of American Archivists demo: 8/22/2015
• 2015 iPRES: poster session and workshop (with
ArchivesSpace, Archivematica, and BitCurator)
• Artefactual Systems appraisal & arrangement wiki
• Artefactual Labs Github
• Jira user stories
• Project blog: http://archival-integration.blogspot.com/
• Twitter: @umbhlcuration
Questions?
7/24/2015 20
Thanks!

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Shallcross code4lib-midwest 20150724

  • 1. ArchivesSpace-Archivematica- Dspace Workflow Integration Mike Shallcross Code4Lib Midwest July 24, 2015 shallcro@umich.edu
  • 2. Background • Bentley Historical Library (est. 1935) – Official archives of U-M and repository for papers/records of individuals and organizations in MI – 2014 reorg: consolidated physical/digital processing – BHL currently hosts 1+ TB of digital archives in DSpace • April 2014: $355K grant from Mellon Foundation – Partner with U-M Library (administratively separate) – Integrate functionality of ArchivesSpace, Archivematica, DSpace in an end-to-end workflow 7/24/2015 1
  • 3. Ye Olde Days… • 1997-2009: – Highly manual procedures for born-digital content (minimal preservation actions) – Very limited resources (staff, storage, IT support) • 2010-2011: MeMail Project (email preservation grant) – Additional staff and storage infrastructure – Developed more robust workflows (still manual) • 2011-2014: – Automation of key steps in workflow: AutoPro – Standardize metadata creation/collection 7/24/2015 2
  • 5. AutoPro • Comprised of 28 Windows CMD.EXE scripts. • Guides staff through 6 step workflow with single interface for 20+ apps/utilities. – Virus scans and checksum calculation. – Identify sensitive personal data – Create preservation copies of files. – Arrange, package, and describe content. • Documents all actions: log files and PREMIS • NOT a long-term solution – Limitations of user interface/shell scripts – Support and maintenance not sustainable 14 May 2015 4
  • 6. Viva La Evolution! 7/24/2015 5 http://blog.sharkhacks.com/2015/01/evolutionary-pains.html
  • 7. Available Community Solutions • ArchivesSpace: – Archival management system. – Create accession records, track locations, generate archival description (EAD). • Archivematica: – Ingest tool: produces Archival Information Packages (AIPs) – Extensive technical and preservation metadata. • DSpace: – Preservation and access – Persistent URLs, secure/managed storage, access controls 14 May 2015 6 Can we make these play nice?
  • 8. Goals • Facilitate creation/reuse of metadata • Streamline the ingest and deposit of content in repository • Find solutions that meet Bentley needs but are flexible and scalable for others – Modular: institutions may adopt some, none, or all – Employ open standards so that other repository platforms could be used • Share code and documentation with archives and digital preservation communities 7/24/2015 7
  • 9. Project Status: • April-August, 2014: developer search (failed) • May 2014: MLibrary announces plans for Hydra • Dec. 2014: budget reallocation and contract with Artefactual Systems • Jan. 2015: Artefactual Systems site visit – Review current procedures and collections – Define use cases – Analyze existing functionality of platforms, identify development needs • Jan.-April 2015: Workflow refinement, user stories, and development prioritization plus BHL tool evaluation and data migration • April 2015: agile development sprints begin 7/24/2015 8
  • 10. Key Development Tasks • ‘Appraisal and Arrangement’ tab in Archivematica – Characterize transfers, identify sensitive data, preview content – Tag content for restrictions, deaccession, and intellectual arrangement of materials • Archivematica-ArchivesSpace integration – ASpace ‘pane’ within Archivematica interface – Create/edit ASpace components; drag & drop content to associate with description and create SIPs – Archivematica create/update records in ASpace using API • Automate deposit of AIPs in DSpace; update ArchivesSpace with handles 7/24/2015 9
  • 11. 1. Accession Record (AS) 7/24/2015 10
  • 13. 3. Characterize Content (AM) 7/24/2015 12
  • 14. 4. ID Sensitive Data (AM) 7/24/2015 13
  • 15. 5. Browse and Review Content 7/24/2015 14
  • 16. 6. Tag content (AM) 7/24/2015 15
  • 17. 7. Associate content with archival description (AM) 7/24/2015 16
  • 18. 8. Ingest SIPs (AM) & Create Records (AS) 7/24/2015 17
  • 19. 9. Deposit data (from AM, via SWORD) and metadata (from AS, via ResourceSync) 7/24/2015 18
  • 20. Systems of Record • ASpace: administrative, descriptive, and rights metadata • Archivematica: technical and preservation metadata • Repository: manage content and enforce access restrictions. 7/24/2015 19
  • 21. Updates and More Info… • Society of American Archivists demo: 8/22/2015 • 2015 iPRES: poster session and workshop (with ArchivesSpace, Archivematica, and BitCurator) • Artefactual Systems appraisal & arrangement wiki • Artefactual Labs Github • Jira user stories • Project blog: http://archival-integration.blogspot.com/ • Twitter: @umbhlcuration Questions? 7/24/2015 20 Thanks!