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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 Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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Page 1: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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]

Page 2: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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

Page 3: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

UCL LIBRARY SERVICES

Contents

Background to the Task Force Task Force Report and Recommendations Next Steps

Page 4: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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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

Page 5: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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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

Page 6: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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Timetable

Interim Report Issued in December

2008 Setting a baseline

Final Report Issued in February 2010 Coming up with

Recommendations

Page 7: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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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

Page 8: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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Final Report

http://brtf.sdsc.edu/biblio/BRTF_Final_Report.pdf

Sustainable Economics for a Digital Planet

Page 9: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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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.”

Page 10: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

UCL LIBRARY SERVICES

Contents

Background to the Task Force Task Force Report and Recommendations Next Steps

Page 11: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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Case Studies in 4 Digital Preservation contexts

Scholarly Discourse Research Data Commercially-Owned Cultural Content Collectively-produced web content

Page 12: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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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

Page 13: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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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.

Page 14: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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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.

Page 15: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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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.

Page 16: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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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

Page 17: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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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.

Page 18: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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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

Page 19: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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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

Page 20: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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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

Page 21: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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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

Page 22: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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Contents

Background to the Task Force Task Force Report and Recommendations Next Steps

Page 23: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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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.

Page 24: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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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

Page 25: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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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

Page 26: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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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

Page 27: UCL LIBRARY SERVICES Blue Ribbon Task Force on Economically-Sustainable Digital Preservation Dr Paul Ayris Director of UCL Library Services and UCL Copyright

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And finally…

If you have been… Thanks for listening We hope Task Force

Report is a roadmap

for future action