This was a joint presentation by Kate Wittenberg, Stephanie Orphan and Amy Kirchhoff of Portico during the joint NISO-NFAIS Virtual Conference held on December 7, 2016.

1. Portico is committed to the
preservation of scholarly literature
published in electronic form to
ensure that these materials remain
accessible to future generations of
scholars, researchers, and students.

2. PORTICO’S SERVICES
E-JOURNAL
PRESERVATION
SERVICE
E-BOOK
PRESERVATION
SERVICE
D-COLLECTION
PRESERVATION
SERVICE
PUBLISHER &
LIBRARY FEES
PUBLISHER FEES,
NO LIBRARY FEE
NATIONAL
LIBRARY
SERVICE
LIBRARY FEES,
NO PUBLISHER FEE

3. WHAT WE DO
Portico is a digital preservation service for e-
journals, e-books, and other electronic content
Started by JSTOR in 2005 with funding from the Library
of Congress and the Andrew Mellon Foundation.
Based on collaboration between libraries and publishers.
How It Works
We maintain archiving agreements with publishers to
collect and preserve content.
We receive content directly from the publishers. This
content is held in a “dark archive”: it is stored until a
specific event occurs that causes content to become
accessible.

4. We make content available under
certain circumstances:
Libraries don’t have to worry about
whether their content exists for future
generations.
• Publisher ceases operation
• Publisher discontinues a title
• Publisher drops a back file
TRIGGERS

5. Publishers can opt in to Portico’s
post-cancellation access service.
• customers can request access to
previously subscribed to/purchased
material via Portico
• must be Portico participant in addition to
publisher customer
PERPETUAL/POST-
CANCELLATION ACCESS

6. Portico is a centralized and
replicated repository that uses
migration as its primary long-
term archival approach, as part
of a managed preservation
strategy.
HOW DOES IT WORK

7. Portico provides preservation at the far end of
the scale.
We manage the content in our care very closely. The
primary preservation methodology is migration—
transitioning content from one file format to another as
technology evolves.
NO ACTION BACKUP BYTE
REPLICATION
FULL MANAGED
PRESERVATION
CONTENT MANAGEMENT ACTIVITIES

8. Usability
• the intellectual
content of the
item must remain
usable via the
delivery
mechanism of
current
technology
Authenticity
• the provenance
of the content
must be proven
and the content
an authentic
replica of the
original
Discoverability
• the content must
have logical
bibliographic
metadata so that
it can be found
by end users
through time
Accessibility
• the content must
be available for
use to the
appropriate
community
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:

9. WHAT WE DO
Understand and repackage content into our
content model specific to the genre
Complete an initial metadata migration
Provide managed preservation
• replication
• fixity checks
• repair and replace content as needed
• refresh hardware
• migrate files to new format

10. Regular
activities:
• Replicate archive
• Perform fixity checks
• Repair or replace content if it becomes
corrupted
• Audit content
• Report on the content to participants
• Refresh hardware
• Monitor the preservation and
academic community for changes in
preservation needs
Annual or
as needed
activities:
• Validate or revalidate files as new tools
are developed
• Migrate files to new formats as
necessitated by the changing
technological environment
• Update preservation plans
• Receive preservation accreditation

11. OUR REPLICATION STRATEGY
Portico’s makes both offline and online replicas of archive
objects and their metadata and distributes them around
the world.
ON-LINE MASTER – UNITED STATES,
EAST COAST
ON-LINE REPLICA
LOCALLY MANAGED. UNITED
STATES, MIDWEST
ON-LINE REPLICA
U.S. COMMERCIAL CLOUD
STORAGE
OFF-LINE REPLICA AT THE
NATIONAL LIBRARY OF THE
NETHERLANDS (KB)

12. Content
arrives at
Portico
via DVD,
hard
drive,
FTP,
RSS
feed, etc.
Files are
off loaded
Files are
processed
through
the Portico
workflow
and
publisher
specific
tools.
Portico
archival
units are
created.
Portico
archival
units are
preserved
in the
Portico
archive..
End users access content.
Archival units are
replicated to two
locations in the U.S.
and one location in
Europe.
When content
is triggered or
a PCA claim
fulfilled the
content
delivery is
enabled.

13. 49
United Kingdom of Great Britain and Northern Ireland
387
United States of America
7
New Zealand
58
Argentina
1
Lebanon
25
Australia
3
Sweden
23
Canada
169
Brazil
3
India
We have participants from small colleges to large
research institutions—more than 900 libraries in
21 countries.
GLOBAL LIBRARY PARTICIPATION

14. 2
United Arab Emirates
55
United Kingdom
1
New Zealand
210
United States
3
South Africa
1
Hong Kong
4
Singapore
4
Colombia
1
Argentina
14
Australia
1
Sweden
19
Canada
2
Mexico
1
Nigeria
1
Russia
2
Brazil
We have participants from small publishers to
very large publishers—more than 400 publishers in
49 countries.
GLOBAL PUBLISHER PARTICIPATION

15. EJOURNAL GROWTH IN ARTICLES
0M 5M 10M 15M 20M 25M 30M 35M 40M 45M 50M 55M 60M 65M 70M 75M
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
15,509,065
53,351,065
17,709,028
22,020,508
36,349,048
14,540,713
28,228,653
61,175,927
8,492,778
4,794,891
160,598

16. 415 Publishers from 49 countries
971 Libraries from 21 countries
26,241 E-journals committed
23,434 E-journals preserved
752,694 E-books committed
474,629 E-books preserved
156 D-collections committed
137 D-collections preserved

17. 61,175,927 E-journals articles preserved
382,576 E-books preserved
894,993 Digitized books preserved
1,253,281 Digitized documents preserved
1636803 Digitized newspaper issues preserved

18. 1,237,626,247 Preserved Files
756,557,484 Preserved Images
162,612,149 Preserved Repository created archival files
251,611,386 Preserved Supplied text files
25,615,391 Preserved Application Specific Files
4,858,679 Preserved Multi-file Packages
104,667 Preserved Video Files
2,653 Preserved Audio Files
60 Preserved Executable Files

19. 20 Triggered journal titles
3 Triggered OA journal titles
1 Triggered book title
1st
digital preservation service to become certified as a
Trusted Digital Repository