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Joint Information Systems Committee 11/03/07 | | Slide 1Joint Information Systems Committee Supporting education and research
JISC Conference 2007Managing & Preserving Institutional Digital Assets
Sponsored by
Joint Information Systems Committee 11/03/07 | | Slide 2
Sponsored by
Presenter Details
Digital Preservation & Asset Management Synthesis
Maureen Pennock, Research Officer, Digital Curation Centre (UKOLN).
Joint Information Systems Committee 11/03/07 | | Slide 3
Digital Preservation & Asset Management
Aim:
– “… To support preservation and management of digital assets within institutions by developing management and assessment tools, training programmes and preservation infrastructure for institutional repositories.”
Joint Information Systems Committee 11/03/07 | | Slide 4
DPAM Funding Areas
Three main streams:
– Institutional Management Support and Collaboration
– Digital Preservation Assessment Tools
– Institutional Repository Infrastructure Development
Institutional Digital Assets
Web resources
E-sciencedata
E-journals
E-prints
E-learningobjects
Joint Information Systems Committee 11/03/07 | | Slide 5
Projects
Joint Information Systems Committee 11/03/07 | | Slide 6
Theme I: Institutional Management Support & Collaboration
7 projects funded:
Joint Information Systems Committee 11/03/07 | | Slide 7
Theme 2: Digital Asset Assessment Tools
1 project funded
Joint Information Systems Committee 11/03/07 | | Slide 8
Theme 3: Institutional Repository Infrastructure Development
Three projects funded (+1)
Joint Information Systems Committee 11/03/07 | | Slide 9
Key themes
Joint Information Systems Committee 11/03/07 | | Slide 10
Recurring elements
Lifecycle management
Cost & Business models
Lifecycle; Preservation services; Training
Repositories
Preservation services;Metadata;
OAIS; Software;Training
Cultural issues
Advocacy; Engagement;
Raising awareness
Policies & Strategies
Recommended/implemented/contributory
Assessment & Surveys
Existing systems; Development; Risks
Legal issues
DP; FoI; Obligations; Retention;
Joint Information Systems Committee 11/03/07 | | Slide 11
Assessment & Surveys (i) Assessment/survey of existing approaches
– DAAT Assessment of file format testing tools: DROID, JHOVE and AIHT Empirical Walker (written report)
– OAIS/METS project Assessment of Compliance (written report)
– PRESERV: Survey of repository preservation policies and approaches (written report)
– Managing Risk: Survey of digital asset management practices (written report)
Joint Information Systems Committee
Assessment & Surveys (ii)
New survey & assessment tools/services
– DAAT project:
• Assessment of Attributes: functional attributes for a digital asset assessment tool (written report)
• Assessment of Risk Factors: factors that should be measured by an automated assessment tool (written report)
• Pilot asset preservation assessment method & tool: (manual survey; results input to db & scored)
– PARADIGM: Records survey (written survey questions)
– PRESERV: Repository contents assessment (shared service)
– OAIS/METS project: Checklist for assessment of compliance
Joint Information Systems Committee 11/03/07 | | Slide 13
Cost & Business models
Lifecycle cost & business models:
– ESPIDA: model to help make business cases for intangible assets and activities
– LIFE: methodology and formula for costing life of e-journals, including preservation
Preservation & shared services
– SHERPA DP: developing a cost model for their shared service; utilising above plus other existing costing info
Education
– DPTP: training module on costs and risk management
Joint Information Systems Committee
Legal issues
Guidance
– Impact of legislation on design and operation of a digital asset management system: DP; FoI; Copyright; Special needs – MANDATE
– Legal issues relevant across the lifecycle: Public records acts; archival legislation; human rights & privacy; IPR; access; defamation – PARADIGM
– Digital Rights Management – PARADIGM
Training: IPR; FoI; Environmental regulations; DP, legal deposit - DPTP
Risk management: legal risks of failure to manage assets in line with legislation – Managing Risk project
Joint Information Systems Committee
Cultural issues
Raising awareness
– Within participating institutions (Managing Risk, OAIS/METS, eSPIDA, MANDATE…)
– To broad external audience
Addressing range of stakeholders involved in lifecycle activities/decisions
Implicit in the lifecycle approach taken by most projects though not an explicit part of many project outputs)
– Briefing paper on digital preservation (Managing Risk) – aimed at internal audience
Joint Information Systems Committee
Strategies & Policies
Shared services (PRESERV; SHERPA DP)
Overviews and discussion
– Media preservation; degrees of preservation; file formats and RI; migration, emulation, combined strategies (PARADIGM)
– Policy and Strategy Issues (MANDATE)
Training
– Migration; Emulation; Technology preservation (DPTP)
Contributions to institutional strategic & policy development
– Managing Risk, LIFE, MANDATE, PRESERV, SHERPA DP
Joint Information Systems Committee
Repositories & Preservation: Metadata Metadata
– METS
• Sample schema for personal papers (PARADIGM)
• METS as framework for packaging and transferring IR metadata; also for preservation metadata (SHERPA DP)
• Assessment of potential within existing archive (OAIS/METS)
• EPrints plug-in to export data for delivery to an external service using METS (PRESERV)
– PREMIS
• Subset for Institutional Repositories (PRESERV)
• Use of PREMIS for private paper storage (PARADIGM)
– MPEG21 DIDL
• EPrints plug-in to export data for delivery to an external service using MPEG21 DIDL (PRESERV)
– Training (DPTP; MAT)
Joint Information Systems Committee
Repositories & Preservation: OAIS & IRs OAIS
– Assessment of compliance by existing archives; OAIS overview (OAIS/METS)
– Development of persistent preservation environment using OAIS model (SHERPA DP)
– OAIS overview; practical examples; certification & compliance (PARADIGM)
– Training (DPTP)
– Suggested use; compliance; case study (MANDATE)
Institutional Repositories
– Software
• FEDORA (Practical test by PARADIGM)
• DSPACE (Practical test by PARADIGM; Linkage between DSPACE and FEDORA by SHERPA DP)
• EPrints (Preservation support by PRESERV; Linkage between EPrints and FEDORA by SHERPA DP;
– Training module from DPTP
Joint Information Systems Committee 11/03/07 | | Slide 19
Spotlight on...
Joint Information Systems Committee
Featured outputs (i)
Case studies
– Implementation and testing of MANDATE toolkit at JW College
– Implementation and testing of eSPIDA model on eTheses, IR, and Museums collection scenarios
– Implementation and testing of LIFE model on VDEP, web archive, and e-journals
– Managing Risk implementation at KCL
– MAT training sample case studies
Training
– Comprehensive digital preservation training (DPTP)
– Detailed METS non-technical training (MAT)
Joint Information Systems Committee
Featured outputs (ii)
Shared services
– SHERPA DP preservation services: carry out preservation services for IRs and provide access to scarce knowledge and expertise
Joint Information Systems Committee
Featured outputs (ii)
Shared services
– SHERPA DP preservation services: carry out preservation services for IRs and provide access to scarce knowledge and expertise
– PRESERV format profile service: linking PRONOM-DROID tool with ROAR to produce IR contents format profile and alert managers to impending obsolescence (where possible)
Joint Information Systems Committee
PRESERV: PRONOM-ROAR
Joint Information Systems Committee
Featured outputs (ii)
Shared services
– PRESERV format profile service: linking PRONOM-DROID tool with ROAR to produce IR contents format profile and alert managers to impending obsolescence (where possible)
– SHERPA DP preservation services: carry out preservation services for IRs and provide access to scarce knowledge and expertise
Written guidance
– PARADIGM workbook: holistic approach to digital archiving and preservation; highly comprehensive
Joint Information Systems Committee
PARADIGM lifecycle & workbook
Joint Information Systems Committee
Featured outputs (ii)
Shared services
– PRESERV format profile service: linking PRONOM-DROID tool with ROAR to produce IR contents format profile and alert managers to impending obsolescence (where possible)
– SHERPA DP preservation services: carry out preservation services for IRs and provide access to scarce knowledge and expertise
Written guidance
– PARADIGM workbook: holistic approach to digital archiving and preservation; highly comprehensive
– MANDATE toolkit: holistic approach to digital asset management; widely applicable
Joint Information Systems Committee
MANDATE toolkit
Joint Information Systems Committee 11/03/07 | | Slide 28
Synthesis conclusions
Joint Information Systems Committee
Synthesis: initial findings Programme aim achieved:
– “… To support preservation and management of digital assets within institutions by developing management and assessment tools, training programmes and preservation infrastructure for institutional repositories.”
Project outcomes and conclusions as important as outputs!
Increasedawareness
Morecommunication
Better understanding
Moreconnections
Outcomes
Context is key
We’re not done yet
Step 1:Assessment
Collaborationis vital
Conclusions
Joint Information Systems Committee
Final impressions
A process of building (but never finishing?)
Services
Multi-dimensional challenge:
Joint Information Systems Committee
Suggestions for further work
More focus on integrated and holistic approaches
Renewed needs assessment of UK institutions
File format conversion – authenticity and integrity assessments
More training
– on use of standards and ensuring compliance
– to continue to engage with broader range of stakeholders
More research and development on shared services
Translation of pilot/short term services into lasting initiatives