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UCL LIBRARY SERVICES
Blue Ribbon Task Force on Economically-Sustainable Digital Preservation
Dr Paul Ayris
Director of UCL Library Services and UCL Copyright Officer
e-mail: [email protected]
UCL LIBRARY SERVICES
Contents
Background to the Task Force Task Force Report and Recommendations Next Steps
Thanks to Brian Lavoie (OCLC) for sharing slides from his forthcoming presentation at the Annual LIBER Conference in Aarhus, Denmark
UCL LIBRARY SERVICES
Contents
Background to the Task Force Task Force Report and Recommendations Next Steps
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2007: Amount of digitalinformation created, captured,or replicated exceededavailable storage capacity
“Dealing with the digital universe is not a technical problem alone”
Perpetuating digital signalsDeciding what is preservedAccommodating IPR Matching means to ends
Source: “The Diverse and Exploding DigitalUniverse” IDC Whitepaper, March 2008
Issue
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Task Force
Task Force:Supported by NSF, Mellon, Library of Congress, JISC,
CLIR, NARACo-chairs: Brian Lavoie (OCLC), Fran Berman (RPI)Cross-domain, cross-disciplinehttp://brtf.sdsc.edu/
2 UK members, nominated by JISC Paul Ayris Chris Rusbridge
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Timetable
Interim Report Issued in December
2008 Setting a baseline
Final Report Issued in February 2010 Coming up with
Recommendations
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Launch of Report
A National Conversation on theA National Conversation on the
Economic Sustainability of Digital Economic Sustainability of Digital
InformationInformation
Washington, DCWashington, DC
April 1, 2010April 1, 2010
Sustainable Economics for aDigital PlanetLondon, UKMay 6, 2010
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Final Report
http://brtf.sdsc.edu/biblio/BRTF_Final_Report.pdf
Sustainable Economics for a Digital Planet
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Key Message which underlines Report
What is key to proposing solutions? “… sustainable economics for digital
preservation is not just about finding more funds. It is about building an economic activity firmly rooted in a compelling value proposition, clear incentives to act, and well-defined preservation roles and responsibilities.”
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Contents
Background to the Task Force Task Force Report and Recommendations Next Steps
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Case Studies in 4 Digital Preservation contexts
Scholarly Discourse Research Data Commercially-Owned Cultural Content Collectively-produced web content
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Headline principles
Articulate a compelling value proposition Provide clear incentives to preserve in the public interest Define roles and responsibilities among stakeholders
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Scholarly Discourse
This is a fairly mature field, with well-developed preservation and funding strategies as a legacy of the print world. Disruptions are occurring to longstanding sustainability strategies as a result of digital preservation and distribution. There are particular needs to align preservation incentives among commercial and non-profit providers; ensure handoffs between commercial publishers and stewardship organizations in the interest of long-term preservation of the scholarly record; and address the free-rider problem. Clarification of the long-term value of emerging genres of digital scholarship, such as academic blogs and grey literature, is a high priority. Research and education institutions, professional societies, publishers, libraries, and scholars all have leading roles to play in creating sustainable preservation strategies for the materials that are valuable to them.
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Recommendations for Scholarly Discourse1. Libraries, scholars, and professional societies should develop
selection criteria for emerging genres in scholarly discourse, and prototype preservation and access strategies to support them.
2. Publishers reserving the right to preserve should partner with third-party archives or libraries to ensure long-term preservation.
3. Scholars should consider granting non-exclusive rights to publish and preserve, to enable decentralized and distributed preservation of emerging scholarly discourse.
4. Libraries should create a mechanism to organize and clarify their governance issues and responsibilities to preserve monographs and emerging scholarly discourse along lines similar to those for e-journals.
5. All open access strategies that assume the persistence of information over time must consider provisions for the funding of preservation.
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Research Data
There is a remarkable growth of data-intensive research in all knowledge domains. In most fields, there is high recognition of the benefits of preserving research data for various purposes and lengths of time. But there are few robust systems for making decisions about what to preserve; and there is often a lack of coordination of roles, responsibilities, and funding sources among those best positioned to preserve data (researchers) and the preservation infrastructure (curation and archiving services) that should support them. Research and education institutions, professional societies, archives, researchers, and the funding agencies that support data creation all have leading roles to play in creating sustainable preservation strategies.
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Recommendations for Research Data1. Each domain, through professional societies or other
consensus-making bodies, should set priorities for data selection, level of curation, and length of retention.
2. Funders should impose preservation mandates, when appropriate. When mandates are imposed, funders should also specify selection criteria, funds to be used, and responsible organizations to provide archiving.
3. Funding agencies should explicitly recognize “data under stewardship” as a core indicator of scientific effort and include this information in standard reporting mechanisms.
4. Preservation services should reduce curation and archiving costs by leveraging economies of scale when possible.
5. Agreements with third-party archives
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Challenge to Society
Sustainable preservation is a societal concern and transcends the boundaries of any particular content domain.
All parts of society—national and international agencies, funders and sponsors of data creation, stakeholder organizations, and individuals—have roles in achieving sustainability.
Leadership is needed at all levels of society. Report presents a summary of the action agendas for these major
stakeholders.
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Actions required
Organisational Action developing public-private partnerships ensuring that organizations have access to skilled personnel, from
domain experts to legal and business specialists creating and sustaining secure chains of stewardship between
organizations over time achieving economies of scale and scope addressing the free-rider problem
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Actions required
Technical Action building capacity to support stewardship in all areas lowering the cost of preservation overall determining the optimal level of technical curation needed to
operationalize an option strategy for all types of digital material
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Actions required
Public Policy modifying copyright laws to enable digital preservation creating incentives and requirements for private entities to
preserve on behalf of the public (e.g. financial incentives) sponsoring public-private partnerships clarifying rights issues associated with Web-based materials empowering stewardship organizations to protect digital orphans
from unacceptable loss
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Actions required
Education and Public Outreach promoting education and training for 21st century digital
preservation (domain-specific skills, curatorial best practices, core competencies in relevant science, technology, engineering, and mathematics knowledge)
raising awareness of the urgency to take timely preservation actions
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Contents
Background to the Task Force Task Force Report and Recommendations Next Steps
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Next Steps
The BRTF-SDPA proposed a Grand Challenge recommendation for the U.S. Office of Science and Technology Policy’s submission website to ensure that the knowledge of today is available for use tomorrow. Read the BRTF-SDPA Grand Challenge submission report Strategy for American Innovation.
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Government roles
Stimulate R&D and the Development of Necessary Technical Infrastructure
Increased bandwidth for efficient, timely backup and delivery Secure storage that survives long periods of “benign neglect” Distributed networks of data storage and curation centers WEB 3.0 and beyond tools to support data creation, curation, and
preservation Foster innovative uses of social networking tools for education and
libraries
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Government roles
Stimulate the Development of Human Infrastructure
Invest in STEAM (Science, Technology, Engineering, the Arts, and Maths) and STEM (Science, Technology, Engineering, and Maths) Education to prepare tomorrow’s workers
Create new fellowship programs for cross-disciplinary initiatives in library, archival, museum, and information sciences and related disciplines
Extend engineering fellowships to engineers working in digital archives and the arts
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Government roles
Develop Policy Infrastructure
Foster adoption of open, well-documented, “archives-ready” formats Provide incentives or mandates as appropriate for researchers to
publish and archive data Develop policies and procedures for data management and
stewardship mandates for publicly funded knowledge creation Develop policies and procedures such as mandates for data curation
and stewardship in all federally funded research-based activities, from scientific exploration to industrial development of technologies. Match these mandates to development of repositories that can scale to meet data deposit requirements
Develop financial incentives for private enterprise to archive valued information in the public good
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And finally…
If you have been… Thanks for listening We hope Task Force
Report is a roadmap
for future action