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To accomplish effective digital preservation, repositories need to be able to incorporate processes such as planning, monitoring and preservation operations. These processes feed into each other and create a continuous cycle that allows a repository to detect opportunities and risks and act accordingly. Each of these digital preservation processes have already been extensively studied (Antunes et al., 2011; CCSDS, 2002; Hunter & Choudhury, 2006) and tools to support each process have already been developed (Asseg et al., 2013; Becker et al., 2009; Faria et al., 2012), but many repository implementations still lack complete and continuous digital preservation features. This presentation shows a global view on digital preservation processes and how they fit together in a digital preservation cycle. Furthermore, it describes tools that support these processes and explains how to incrementally integrate them into digital repositories providing a complete systematic and semi-automatic digital preservation system.
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Luis%Faria%lfaria@keep.pt
KEEP%SOLUTIONS%www.keep7solu:ons.com
Open%Repositories%2013CharloFetown,%PEI,%Canada,%2013707709
Suppor/ng2the2preserva/on2lifecycle2in2repositories
h"p://goo.gl/V6142
h8p://www.keep<solu/ons.com
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
KEEP$SOLUTIONS
• Company2specialized2in2informa/on2management• Digital2preserva/on2experts• Open2source:2RODA,2KOHA,2DSpace,2Moodle,2etc.• Scien/fic2research
• SCAPE:%large7scale%digital%preserva:on%environments• 4C:%digital%preserva:on%cost%modeling
2
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
KEEP$SOLUTIONS$research$partners
3
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
The$past:$RODA$1.0.0
• Presented%in%Open%Repositories%2009• Open%source%digital%repository• Based%on%Fedora%Commons• Modern%web%interface• For%archives• For%digital%preserva:on
4
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
The$present:$RODA$Community
• Adapted2to2be2a2true2open<source2project• For2users
• Easy2to2install• Easy2to2test2(virtual2machine)• Support2mailing2lists2and2documenta/on• Free2or2paid2support
• For2developers• Development2and2transla/on2guidelines• Easy2build2(maven)• Available2on2GitHub• Support2mailing2lists• Plenty2more2documenta/on
• More2info:2h8p://www.roda<community.org
6
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
Current$pracCce$problems
• Repository%has%content• Organiza:on%has%policies%in%place%(e.g.%no%compression%allowed)
8
P1: Does the content conform to policies? Are there any risks?Even on a changing content, policies and environment?
• Found%a%preserva:on%risk!
P2: How to easily and trustworthily decide which action to take?
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
Current$pracCce$problems
• Content%grows%exponen:ally%in%volume,%heterogeneity%and%complexity
9
P4: How to do digital preservation in large-scale environments?
• Know%what%ac:on%to%take
P3: How to ensure and monitor the quality of chosen action and that the decision assumptions remain valid?
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
PreservaCon$lifecycle
10
Repository
Environment and users
access, ingest, harvest
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
PreservaCon$lifecycle
11
Watch
monitored content and events
monitored environment and users
Repository
Environment and users
access, ingest, harvest
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
PreservaCon$lifecycle
12
Planning
Watch
create/re-evaluateplans
monitored content and events
monitored environment and users
Repository
Environment and users
access, ingest, harvest
Planning
Watch
create/re-evaluateplans
deployplan
monitored content and events
monitored environment and users
Repository
Environment and users
access, ingest, harvest
Operations
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
PreservaCon$lifecycle
13
PlanningOperations
Watch
create/re-evaluateplans
deployplan
executeaction plan
monitored actions
monitored content and events
monitored environment and users
Repository
Environment and users
access, ingest, harvest
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
PreservaCon$lifecycle
14
PlanningOperations
Watch
create/re-evaluateplans
deployplan
executeaction plan
monitored actions
monitored content and events
monitored environment and users
Repository
Environment and users
access, ingest, harvest Policies
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
PreservaCon$lifecycle
15
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
PreservaCon$lifecycle$(in$pracCce)
16
Planning
Operations
Watch
create/re-evaluateplans
deployplanexecute
action plan
monitored actions
monitored content and events
monitored environment and users
Repository
Environment and users
access, ingest, harvest Policies
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
PreservaCon$lifecycle$(in$pracCce)
17
Planning
Operations
Watch
create/re-evaluateplans
deployplanexecute
action plan
monitored actions
monitored content and events
monitored environment and users
Repository
Environment and users
access, ingest, harvest Policies
Scout
Plato
Workflow2engine
deployplan
Repository
Environment and users
access, ingest,harvest
Scout
Plato
Scout Web UI & Email notification
Notification API
Report API
Scout Adaptors
Plan management API
Data Connector API
create/re-evaluateplans
Plato Web UI
monitored events and actions
monitored content
Workflow engine
Workflow engine API
Planner
execute plan
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
SCAPE$PreservaCon$Suite
18
deployplan
Repository
Environment and users
access, ingest,harvest
Scout
Plato
Scout Web UI & Email notification
Notification API
Report API
Scout Adaptors
Plan management API
Data Connector API
create/re-evaluateplans
Plato Web UI
monitored events and actions
monitored content
Workflow engine
Workflow engine API
Planner
execute plan
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
SCAPE$PreservaCon$Suite
19
Small$scale:2Taverna2%Large$scale:2SCAPE2plaaorm
hFp://www.taverna.org.ukhFp://wiki.opf7labs.org/display/SP/SCAPE+Pla\orm
deployplan
Repository
Environment and users
access, ingest,harvest
Scout
Plato
Scout Web UI & Email notification
Notification API
Report API
Scout Adaptors
Plan management API
Data Connector API
create/re-evaluateplans
Plato Web UI
monitored events and actions
monitored content
Workflow engine
Workflow engine API
Planner
execute plan
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
SCAPE$PreservaCon$Suite
20
P1
P2
P3
P4 Automa:on%and%integra:on
SCAPE$PreservaCon$SuiteTools$and$APIs
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
SCAPE$Digital$object$model
• Standard%model%for%represen:ng%digital%objects• Based%on%METS%and%PREMIS• Specifies%intellectual%en:ty%(SIP,%AIP%and%DIP)• Specifica:on:%hFps://github.com/openplanets/scape7pla\orm7api
22
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
Data$Connector$API
23
• Access%and%modify%content%on%the%repository• HTTP%REST%API• Methods:
• Retrieve%%intellectual%en:ty,%metadata,%representa:on,%file%or%named%bit%stream
• Ingest%intellectual%en:ty%(sync%or%async)• Update%intellectual%en:ty,%representa:on%or%file• Search%intellectual%en::es,%representa:ons%or%files%(SRU)
• API%specifica:on:%hFps://github.com/openplanets/scape7pla\orm7api
• Ref.%implementa:on:%Fall%2013%in%Fedora%4%and%RODA
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
Report$API
• Provides%access%to%repository%events• Events:
• Ingest%started%and%finished• Viewed$or%downloaded%descrip:ve%metadata%or%representa:on• Preserva:on%plan$executed
• OAI7PMH%data%provider• PREMIS%events%metadata
• Agent:%who%triggered%the%event• Date/:me:%when$did%the%event%occur• Details:%what%happened
• API%specifica:on:%hFps://github.com/openplanets/scape7pla\orm7api
• Ref.%implementa:on:%%hFps://github.com/openplanets/roda
24
Scout:$a$preservaCon$watch$system
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
• Monitors%aspects%of%the%world%to%detect%preserva:on%risks%and%opportuni:es
• Triple%store• Adaptors
• Data%Connector%&%Report%API• SCAPE%Policy%model• PRONOM• Web%seman:c%extrac:on• Renderability%experiments
• Web%interface
• Triggers:%templates%and%SPARQL• Email%no:fica:ons
• Demo:%hFp://scout.scape.keep.pt
25
Content
Policies Web
Scout
Risk notification
Humanknowledge
Registries
hFp://openplanets.github.io/scout/
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
Plan$management$API
• Deploy2and2management2preserva/on2plans2in2the2repository• HTTP2REST2API• Methods:
• Search2and2retrieve2plans• Deploy2a2new2plan• Retrieve2or2add2a2plan2execu/on2state2(in2progress,2success2or2fail)• Update$plan2lifecycle2status2(enabled2or2disabled)
• Implementa/on2can2use:2• Workflow2engine:2Taverna2or2SCAPE2plaaorm• Data2connector2API
• API2specifica/on:2hFps://github.com/openplanets/scape7pla\orm7api
• Ref.2implementa/on:2Fall220132for2Fedora242and2RODA
27
Planning
Content profile
Policies
Risks or Opportunities
Environment information
Define requirements
Evaluate alternatives
Analyse results
Build preservation plan
Preservation plan
Action alternatives
Operations
Watch
Representative sample content
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
Plato:$a$preservaCon$planning$tool
• Systema:c%planning• Traceable,%documented,%
trustworthy
• Integrated:• Data%Connector%API%(Content)• Scout%(Watch,2Content2profile,2sampling)
• SCAPE%Policy%model• Plan%management%API%(Opera/ons)• Taverna%compa:ble%workflows
28
hFp://ifs.tuwien.ac.at/dp/plato
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
PreservaCon$lifecycle$(in$pracCce)
30
Planning
Operations
Watch
create/re-evaluateplans
deployplanexecute
action plan
monitored actions
monitored content and events
monitored environment and users
Repository
Environment and users
access, ingest, harvest Policies
Scout
Plato
Workflow2engine
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
Conclusions
31
P1: Does the content conform to policies? Are there any risks?Even on a changing content, policies and environment?
P2: How to easily and trustworthily decide which action to take?
S1: Use Scout: preservation watch system
S2: Use Plato: preservation planning tool
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
Conclusions
32
P3: How to ensure and monitor the quality of chosen action and that the decision assumptions remain valid?
P4: How to do digital preservation in large-scale environments?
S3: Q&A in preservation plans (Plato), monitoring of Q&A (Report API & Scout), automatic Scout triggers created by Plato
S4: Automation and end-to-end integration of preservation processes.
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
Roadmap
• Scout:• User%support• More%adaptors• More%trigger%templates
• Plato:• Automa:c%create%Scout%triggers• Automa:c%deploy%using%plan%management%API
• Repository%reference%implementa:ons:%RODA%and%Fedora%4
33
This%work%was%par,ally%supported%by%the%SCAPE%Project.The%SCAPE%project%is%co<funded%by%the%European%Union%under%FP7%ICT<2009.4.1%(Grant%Agreement%number%270137).
Conclusions
• All%APIs%published• Ref.%implementa:ons%in%RODA%and%Fedora%4%in%Fall%2013• All%tools%available%in%Github
34
Add preservation to your repository now!
Luis%Faria%lfaria@keep.pt
KEEP%SOLUTIONS%www.keep7solu:ons.com
Open%Repositories%2013CharloFetown,%PEI,%Canada,%2013707709
Suppor/ng2the2preserva/on2lifecycle2in2repositories
h"p://goo.gl/V6142
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