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http://www.niso.org/news/events/2011/nisowebinars/preservation/



 Discoverable, Available,
 Accessible: Preserving
     Digital Content
       September 14, 2011

Speakers: Amy Kirchhoff, IdoPeled,
      and Marie-Elise Waltz
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Standards are Great: Everyone Should Have One!




                       Speaker: Amy Kirchhoff
20 Minutes on Standards




7        Speaker: Amy Kirchhoff
8   Speaker: Amy Kirchhoff
Needed Standards




    Existing Standards




9    Speaker: Amy Kirchhoff
Standards Portico Uses




10       Speaker: Amy Kirchhoff
‹#›
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‹#›
Standards & Specifications


     Digital
                  • OAIS
                                               Technical    • PREMIS
  Preservation
                                               Metadata
  Framework

                                             Format Type
                  • TRAC/CRL                   Specific
  Certification                                             • MIX
                  • DRAMBORA                  Technical
                                              Metadata


                  • BagIt
                                              Descriptive   • Dublin Core
      Transfer
                                               Metadata


   Metadata       • METS                                    • TIFF
   Containers     • DIDL                     File Formats   • PDF/A
  (Packaging)                                               • NLM



  Preservation    • PREMIS                                  • NOID and ARK
                                              Identifiers
   Metadata



 14                            Speaker: Amy Kirchhoff
Standards & Specifications


     Digital
                  • OAIS
                                               Technical    • PREMIS
  Preservation
                                               Metadata
  Framework

                                             Format Type
                  • TRAC/CRL                   Specific
  Certification                                             • MIX
                  • DRAMBORA                  Technical
                                              Metadata


                  • BagIt
                                              Descriptive   • Dublin Core
      Transfer
                                               Metadata


   Metadata       • METS                                    • TIFF / JPEG2000
   Containers     • DIDL                     File Formats   • EPUB
  (Packaging)                                               • NLM



  Preservation    • PREMIS                                  • ARK
                                              Identifiers
   Metadata



 15                            Speaker: Amy Kirchhoff
‹#›
Standards & Specifications


     Digital
                  • OAIS
                                               Technical    • PREMIS
  Preservation
                                               Metadata
  Framework

                                             Format Type
                  • TRAC/CRL                   Specific
  Certification                                             • MIX
                  • DRAMBORA                  Technical
                                              Metadata


                  • BagIt
                                              Descriptive   • Dublin Core
      Transfer
                                               Metadata


   Metadata       • METS                                    • TIFF / JPEG2000
   Containers     • DIDL                     File Formats   • EPUB
  (Packaging)                                               • NLM



  Preservation    • PREMIS                                  • ARK
                                              Identifiers
   Metadata



 17                            Speaker: Amy Kirchhoff
Standards & Specifications: Certification




 18                   Speaker: Amy Kirchhoff
Standards & Specifications


     Digital
                  • OAIS
                                               Technical    • PREMIS
  Preservation
                                               Metadata
  Framework

                                             Format Type
                  • TRAC/CRL                   Specific
  Certification                                             • MIX
                  • DRAMBORA                  Technical
                                              Metadata


                  • BagIt
                                              Descriptive   • Dublin Core
      Transfer
                                               Metadata


   Metadata       • METS                                    • TIFF / JPEG2000
   Containers     • DIDL                     File Formats   • EPUB
  (Packaging)                                               • NLM



  Preservation    • PREMIS                                  • ARK
                                              Identifiers
   Metadata



 19                            Speaker: Amy Kirchhoff
Standards & Specifications: Transfer




 20
Standards & Specifications


     Digital
                  • OAIS
                                               Technical    • PREMIS
  Preservation
                                               Metadata
  Framework

                                             Format Type
                  • TRAC/CRL                   Specific
  Certification                                             • MIX
                  • DRAMBORA                  Technical
                                              Metadata


                  • BagIt
                                              Descriptive   • Dublin Core
      Transfer
                                               Metadata


   Metadata                                                 • TIFF / JPEG2000
                  • METS
   Containers                                File Formats   • EPUB
                  • DIDL
  (Packaging)                                               • NLM



  Preservation    • PREMIS                                  • ARK
                                              Identifiers
   Metadata



 21                            Speaker: Amy Kirchhoff
‹#›
‹#›
Standards & Specifications: Packaging




 24                  Speaker: Amy Kirchoff
Standards & Specifications


     Digital
                  • OAIS
                                               Technical    • PREMIS
  Preservation
                                               Metadata
  Framework

                                             Format Type
                  • TRAC/CRL                   Specific
  Certification                                             • MIX
                  • DRAMBORA                  Technical
                                              Metadata


                  • BagIt
                                              Descriptive   • Dublin Core
      Transfer
                                               Metadata


   Metadata       • METS                                    • TIFF / JPEG2000
   Containers     • DIDL                     File Formats   • EPUB
  (Packaging)                                               • NLM



  Preservation    • PREMIS                                  • ARK
                                              Identifiers
   Metadata



 25                            Speaker: Amy Kirchhoff
Standards & Specifications: Preservation Metadata




 26
Standards & Specifications


     Digital
                  • OAIS
                                               Technical    • PREMIS
  Preservation
                                               Metadata
  Framework

                                             Format Type
                  • TRAC/CRL                   Specific
  Certification                                             • MIX
                  • DRAMBORA                  Technical
                                              Metadata


                  • BagIt
                                              Descriptive   • Dublin Core
      Transfer
                                               Metadata


   Metadata       • METS                                    • TIFF / JPEG2000
   Containers     • DIDL                     File Formats   • EPUB
  (Packaging)                                               • NLM



  Preservation    • PREMIS                                  • ARK
                                              Identifiers
   Metadata



 27                            Speaker: Amy Kirchhoff
Standards & Specifications: Format Tech MD




 28
Standards & Specifications


     Digital
                  • OAIS
                                               Technical    • PREMIS
  Preservation
                                               Metadata
  Framework

                                             Format Type
                  • TRAC/CRL                   Specific
  Certification                                             • MIX
                  • DRAMBORA                  Technical
                                              Metadata


                  • BagIt
                                              Descriptive   • Dublin Core
      Transfer
                                               Metadata


   Metadata       • METS                                    • TIFF / JPEG2000
   Containers     • DIDL                     File Formats   • EPUB
  (Packaging)                                               • NLM



  Preservation    • PREMIS                                  • ARK
                                              Identifiers
   Metadata



 29                            Speaker: Amy Kirchhoff
Standards & Specifications: Descriptive MD


                                        »     Contributor
                                        »     Coverage
                                        »     Creator
                                        »     Date
                                        »     Description
                                        »     Format
                                        »     Identifier
                                        »     Language
                                        »     Publisher
                                        »     Relation
                                        »     Rights
                                        »     Source
                                        »     Subject
                                        »     Title
                                        »     Type



 30                  Speaker: Amy Kirchhoff
Standards & Specifications


     Digital
                  • OAIS
                                               Technical    • PREMIS
  Preservation
                                               Metadata
  Framework

                                             Format Type
                  • TRAC/CRL                   Specific
  Certification                                             • MIX
                  • DRAMBORA                  Technical
                                              Metadata


                  • BagIt
                                              Descriptive   • Dublin Core
      Transfer
                                               Metadata


   Metadata       • METS                                    • TIFF
   Containers     • DIDL                     File Formats   • PDF/A
  (Packaging)                                               • NLM



  Preservation    • PREMIS                                  • ARK
                                              Identifiers
   Metadata



 31                            Speaker: Amy Kirchhoff
Standards & Specifications: File Formats




 32
Standards & Specifications


     Digital
                  • OAIS
                                               Technical    • PREMIS
  Preservation
                                               Metadata
  Framework

                                             Format Type
                  • TRAC/CRL                   Specific
  Certification                                             • MIX
                  • DRAMBORA                  Technical
                                              Metadata


                  • BagIt
                                              Descriptive   • Dublin Core
      Transfer
                                               Metadata


   Metadata       • METS                                    • TIFF / JPEG2000
   Containers     • DIDL                     File Formats   • EPUB
  (Packaging)                                               • NLM



  Preservation    • PREMIS                                  • ARK
                                              Identifiers
   Metadata



 33                            Speaker: Amy Kirchhoff
Standards & Specifications: Identifiers




 34                    Speaker: Amy Kirchhoff
Resources




 35         Speaker: Amy Kirchhoff
36   Speaker: Amy Kirchhoff
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OAIS Model




Speaker: IdoPeled   72
Rosetta Modules



                                                                 Search
                               Preservation                       Tools
                                                                (       )
Manual / Automatic             Management

                                                         DIP

                     SIP
                                                               Publishing
 Ingest                    Working         Operational
                            Area           Repository
                                                         DIP

                                     AIP
                                                                Delivery




                           Permanent Repository



   Speaker: IdoPeled                       73
Key Features


                         Complete
                        Preservation
                          Solution




 International
  Community
                                          Scalable




                                       Extendable,
         Open Access                   Integrative




Speaker: IdoPeled      74
‹#›
‹#›
‹#›
Meeting the Expectations of the
Community : CRL & the Auditing
of Digital Repositories


Marie Waltz
Center for Research Libraries
What is the Center for Research Libraries
(CRL)

• A consortium of over 260 College and
  University Library’s, primarily in the U.S.
  and Canada.
• Our members have an interest in auditing
  and certification because they are
  investing in digital repositories.



                              Speaker: Marie Waltz
11/28/2007                    Practices & Challenges in Preservation
Research libraries are changing...content
is no longer on library shelves
•The collections of 80% of U.S. research libraries are duplicating the contents
of other research libraries. Most of what is owned will be digitized within the
next ten years.
•Google has digitized more than 12 million volumes.
•Born digital material is now the norm for many types of academic materials
(course syllabi, articles, and many manuscripts submitted to publishers.)




                                                    Speaker: Marie Waltz
                                                    Practices & Challenges in Preservation
CRL & Digital Preservation


2002 - 2004 – Political Communications
  Web Archiving Project
2005 - 2006 – Test audits of TRAC
2008 - 2010 – NSF Case Studies




                             Speaker: Marie Waltz
                             Practices & Challenges in Preservation
CRL & Test Audits using TRAC

RLG/CRL Mellon Foundation Project to
 audits digital repositories
  – ICPSR, Portico, KB, LOCKSS
  – Tested the TRAC metrics
  – Understanding of the auditing process.




                             Speaker: Marie Waltz
                             Practices & Challenges in Preservation
CRL & NSF Case Studies

• Looked at eight organizations of various
  sizes who house digital content
• Gave us a broader understanding of what
  makes a “successful” organization
• Allowed us to see how technology
  decisions effect a repository.



                            Speaker: Marie Waltz
                            Practices & Challenges in Preservation
Current Digital Preservation Projects at
CRL

• Certifying digital repositories of interest to
  members.
• Participation in establishment of ISO
  16363
• Human Rights Archives & Documentation.



                                Speaker: Marie Waltz
                                Practices & Challenges in Preservation
NISO Presentation


What is a Trusted Digital Repository?

A trusted digital repository is one whose
  mission is to provide reliable, long-term
  access to managed digital resources to its
  designated community, now and in the
  future
  – Trusted Digital Repositories : Attributes and
  Responsibilities, An RLG-OCLC Report (RLG, 2002)




                                      Speaker: Marie Waltz
                                      Practices & Challenges in Preservation
NISO Presentation


Why Auditing?

An audit establishes the soundness and
 dependability of a repository.




                            Speaker: Marie Waltz
                            Practices & Challenges in Preservation
NISO Presentation


Auditing a Digital Repository

•   Advisory Panel
•   Audit Criteria
•   Time table
•   Standards in auditing
•   Certification and reporting to community



                               Speaker: Marie Waltz
                               Practices & Challenges in Preservation
Current Advisory Panel

•   Martha Brogan (Chair)                  •   Anne Pottier
    Director of Collection Development &       Associate University Librarian
    Management                                 McMaster University
    University of Pennsylvania
                                           •   Oya Y. Rieger
•   Winston Atkins                             Associate University Librarian for
    Preservation Officer                       Information Technologies
    Duke University                            Cornell University
•   William Parod                          •   Perry Willett
    Senior Repository Developer                Digital Preservation Services Manager
    Northwestern University Libraries          California Digital Library
•   Mark Phillips
    Assistant Dean for Digital Libraries
    University of North Texas Libraries




                                                        Speaker: Marie Waltz
                                                        Practices & Challenges in Preservation
NISO Presentation


Criteria
• Advisory Panel
• ISO 16363 (TDR) / TRAC
• Community feedback




                           Speaker: Marie Waltz
                           Practices & Challenges in Preservation
NISO Presentation


Timetable for an Audit
1. Logistics for the audit
2. Request for Documentation
3. Identify activities, policies etc. of key
  significance for preservation
4. Evaluation of Repository (includes site visit)
5. Review findings with panel
6. Report findings



                                    Speaker: Marie Waltz
                                    Practices & Challenges in Preservation
NISO Presentation


Standards Used in Auditing

• Metadata Standards, Dublin Core, Content
  Standard for Digital Geospatial Metadata
  (CSDGM)
• Technical Standards, ISO 27001
• Data and format standards, PDF/A, etc.




                               Speaker: Marie Waltz
                               Practices & Challenges in Preservation
NISO Presentation


Certification

• Means the Repository is “Trusted”
• We report findings to the Research
  Community
• Considerations for: Length of Certification
  and Re-Certification




                              Speaker: Marie Waltz
                              Practices & Challenges in Preservation
NISO Presentation


Certification of HathiTrust& Portico

• More information about preservation on
  their websites
• Assurance they are adhering to standards
  and preservation strategies
• Assurance that changes will take
  preservation into account


                            Speaker: Marie Waltz
                            Practices & Challenges in Preservation
NISO Presentation


ISO Standard 16363

• Work on the standard: PTAB Group
• Test audits
• Future plans for auditing using ISO 16363




                             Speaker: Marie Waltz
                             Practices & Challenges in Preservation
NISO Presentation

Test Audits of ISO 16363


• May-July 2011. Tested six digital
  repositories, three in the U.S. and three in
  Europe.
• Future plans for auditing using ISO 16363.
   – European Framework for Certification
     and Auditing.


                              Speaker: Marie Waltz
                              Practices & Challenges in Preservation
NISO Presentation


Future Plans for CRL Auditing

• Use ISO 16363
• Audit repositories of interest to academic
  and independent researchers in the United
  States and Canada.
• Encourage community feedback
• Become a resource for information about
  digital repositories


                             Speaker: Marie Waltz
                             Practices & Challenges in Preservation
NISO Presentation

Community involvement

• Without community feedback we will not
  be successful at targeting our audits
• We want to audit repositories of interest to
  academic and independent researchers.




                              Speaker: Marie Waltz
                              Practices & Challenges in Preservation
NISO Presentation

CRL is becoming a Resource for
Information about Digital Repositories

• Global Resources Forum (GRF) Reviews
  and Profiles
• Audit reports
• Webinars




                           Speaker: Marie Waltz
                           Practices & Challenges in Preservation
NISO Presentation


Summary

CRL will continue to audit digital repositories
 of interest on behalf of our members using
 ISO 16363.




                               Speaker: Marie Waltz
                               Practices & Challenges in Preservation
Thank you!

 Marie Waltz
mwaltz@crl.edu

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NISO Webinar: Discoverable, Available, Accessible: Preserving Digital Content

  • 1. http://www.niso.org/news/events/2011/nisowebinars/preservation/ Discoverable, Available, Accessible: Preserving Digital Content September 14, 2011 Speakers: Amy Kirchhoff, IdoPeled, and Marie-Elise Waltz
  • 6. Standards are Great: Everyone Should Have One! Speaker: Amy Kirchhoff
  • 7. 20 Minutes on Standards 7 Speaker: Amy Kirchhoff
  • 8. 8 Speaker: Amy Kirchhoff
  • 9. Needed Standards Existing Standards 9 Speaker: Amy Kirchhoff
  • 10. Standards Portico Uses 10 Speaker: Amy Kirchhoff
  • 14. Standards & Specifications Digital • OAIS Technical • PREMIS Preservation Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata • BagIt Descriptive • Dublin Core Transfer Metadata Metadata • METS • TIFF Containers • DIDL File Formats • PDF/A (Packaging) • NLM Preservation • PREMIS • NOID and ARK Identifiers Metadata 14 Speaker: Amy Kirchhoff
  • 15. Standards & Specifications Digital • OAIS Technical • PREMIS Preservation Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata • BagIt Descriptive • Dublin Core Transfer Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS • ARK Identifiers Metadata 15 Speaker: Amy Kirchhoff
  • 17. Standards & Specifications Digital • OAIS Technical • PREMIS Preservation Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata • BagIt Descriptive • Dublin Core Transfer Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS • ARK Identifiers Metadata 17 Speaker: Amy Kirchhoff
  • 18. Standards & Specifications: Certification 18 Speaker: Amy Kirchhoff
  • 19. Standards & Specifications Digital • OAIS Technical • PREMIS Preservation Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata • BagIt Descriptive • Dublin Core Transfer Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS • ARK Identifiers Metadata 19 Speaker: Amy Kirchhoff
  • 21. Standards & Specifications Digital • OAIS Technical • PREMIS Preservation Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata • BagIt Descriptive • Dublin Core Transfer Metadata Metadata • TIFF / JPEG2000 • METS Containers File Formats • EPUB • DIDL (Packaging) • NLM Preservation • PREMIS • ARK Identifiers Metadata 21 Speaker: Amy Kirchhoff
  • 24. Standards & Specifications: Packaging 24 Speaker: Amy Kirchoff
  • 25. Standards & Specifications Digital • OAIS Technical • PREMIS Preservation Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata • BagIt Descriptive • Dublin Core Transfer Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS • ARK Identifiers Metadata 25 Speaker: Amy Kirchhoff
  • 26. Standards & Specifications: Preservation Metadata 26
  • 27. Standards & Specifications Digital • OAIS Technical • PREMIS Preservation Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata • BagIt Descriptive • Dublin Core Transfer Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS • ARK Identifiers Metadata 27 Speaker: Amy Kirchhoff
  • 28. Standards & Specifications: Format Tech MD 28
  • 29. Standards & Specifications Digital • OAIS Technical • PREMIS Preservation Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata • BagIt Descriptive • Dublin Core Transfer Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS • ARK Identifiers Metadata 29 Speaker: Amy Kirchhoff
  • 30. Standards & Specifications: Descriptive MD » Contributor » Coverage » Creator » Date » Description » Format » Identifier » Language » Publisher » Relation » Rights » Source » Subject » Title » Type 30 Speaker: Amy Kirchhoff
  • 31. Standards & Specifications Digital • OAIS Technical • PREMIS Preservation Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata • BagIt Descriptive • Dublin Core Transfer Metadata Metadata • METS • TIFF Containers • DIDL File Formats • PDF/A (Packaging) • NLM Preservation • PREMIS • ARK Identifiers Metadata 31 Speaker: Amy Kirchhoff
  • 32. Standards & Specifications: File Formats 32
  • 33. Standards & Specifications Digital • OAIS Technical • PREMIS Preservation Metadata Framework Format Type • TRAC/CRL Specific Certification • MIX • DRAMBORA Technical Metadata • BagIt Descriptive • Dublin Core Transfer Metadata Metadata • METS • TIFF / JPEG2000 Containers • DIDL File Formats • EPUB (Packaging) • NLM Preservation • PREMIS • ARK Identifiers Metadata 33 Speaker: Amy Kirchhoff
  • 34. Standards & Specifications: Identifiers 34 Speaker: Amy Kirchhoff
  • 35. Resources 35 Speaker: Amy Kirchhoff
  • 36. 36 Speaker: Amy Kirchhoff
  • 73. Rosetta Modules Search Preservation Tools ( ) Manual / Automatic Management DIP SIP Publishing Ingest Working Operational Area Repository DIP AIP Delivery Permanent Repository Speaker: IdoPeled 73
  • 74. Key Features Complete Preservation Solution International Community Scalable Extendable, Open Access Integrative Speaker: IdoPeled 74
  • 78. Meeting the Expectations of the Community : CRL & the Auditing of Digital Repositories Marie Waltz Center for Research Libraries
  • 79. What is the Center for Research Libraries (CRL) • A consortium of over 260 College and University Library’s, primarily in the U.S. and Canada. • Our members have an interest in auditing and certification because they are investing in digital repositories. Speaker: Marie Waltz 11/28/2007 Practices & Challenges in Preservation
  • 80. Research libraries are changing...content is no longer on library shelves •The collections of 80% of U.S. research libraries are duplicating the contents of other research libraries. Most of what is owned will be digitized within the next ten years. •Google has digitized more than 12 million volumes. •Born digital material is now the norm for many types of academic materials (course syllabi, articles, and many manuscripts submitted to publishers.) Speaker: Marie Waltz Practices & Challenges in Preservation
  • 81. CRL & Digital Preservation 2002 - 2004 – Political Communications Web Archiving Project 2005 - 2006 – Test audits of TRAC 2008 - 2010 – NSF Case Studies Speaker: Marie Waltz Practices & Challenges in Preservation
  • 82. CRL & Test Audits using TRAC RLG/CRL Mellon Foundation Project to audits digital repositories – ICPSR, Portico, KB, LOCKSS – Tested the TRAC metrics – Understanding of the auditing process. Speaker: Marie Waltz Practices & Challenges in Preservation
  • 83. CRL & NSF Case Studies • Looked at eight organizations of various sizes who house digital content • Gave us a broader understanding of what makes a “successful” organization • Allowed us to see how technology decisions effect a repository. Speaker: Marie Waltz Practices & Challenges in Preservation
  • 84. Current Digital Preservation Projects at CRL • Certifying digital repositories of interest to members. • Participation in establishment of ISO 16363 • Human Rights Archives & Documentation. Speaker: Marie Waltz Practices & Challenges in Preservation
  • 85. NISO Presentation What is a Trusted Digital Repository? A trusted digital repository is one whose mission is to provide reliable, long-term access to managed digital resources to its designated community, now and in the future – Trusted Digital Repositories : Attributes and Responsibilities, An RLG-OCLC Report (RLG, 2002) Speaker: Marie Waltz Practices & Challenges in Preservation
  • 86. NISO Presentation Why Auditing? An audit establishes the soundness and dependability of a repository. Speaker: Marie Waltz Practices & Challenges in Preservation
  • 87. NISO Presentation Auditing a Digital Repository • Advisory Panel • Audit Criteria • Time table • Standards in auditing • Certification and reporting to community Speaker: Marie Waltz Practices & Challenges in Preservation
  • 88. Current Advisory Panel • Martha Brogan (Chair) • Anne Pottier Director of Collection Development & Associate University Librarian Management McMaster University University of Pennsylvania • Oya Y. Rieger • Winston Atkins Associate University Librarian for Preservation Officer Information Technologies Duke University Cornell University • William Parod • Perry Willett Senior Repository Developer Digital Preservation Services Manager Northwestern University Libraries California Digital Library • Mark Phillips Assistant Dean for Digital Libraries University of North Texas Libraries Speaker: Marie Waltz Practices & Challenges in Preservation
  • 89. NISO Presentation Criteria • Advisory Panel • ISO 16363 (TDR) / TRAC • Community feedback Speaker: Marie Waltz Practices & Challenges in Preservation
  • 90. NISO Presentation Timetable for an Audit 1. Logistics for the audit 2. Request for Documentation 3. Identify activities, policies etc. of key significance for preservation 4. Evaluation of Repository (includes site visit) 5. Review findings with panel 6. Report findings Speaker: Marie Waltz Practices & Challenges in Preservation
  • 91. NISO Presentation Standards Used in Auditing • Metadata Standards, Dublin Core, Content Standard for Digital Geospatial Metadata (CSDGM) • Technical Standards, ISO 27001 • Data and format standards, PDF/A, etc. Speaker: Marie Waltz Practices & Challenges in Preservation
  • 92. NISO Presentation Certification • Means the Repository is “Trusted” • We report findings to the Research Community • Considerations for: Length of Certification and Re-Certification Speaker: Marie Waltz Practices & Challenges in Preservation
  • 93. NISO Presentation Certification of HathiTrust& Portico • More information about preservation on their websites • Assurance they are adhering to standards and preservation strategies • Assurance that changes will take preservation into account Speaker: Marie Waltz Practices & Challenges in Preservation
  • 94. NISO Presentation ISO Standard 16363 • Work on the standard: PTAB Group • Test audits • Future plans for auditing using ISO 16363 Speaker: Marie Waltz Practices & Challenges in Preservation
  • 95. NISO Presentation Test Audits of ISO 16363 • May-July 2011. Tested six digital repositories, three in the U.S. and three in Europe. • Future plans for auditing using ISO 16363. – European Framework for Certification and Auditing. Speaker: Marie Waltz Practices & Challenges in Preservation
  • 96. NISO Presentation Future Plans for CRL Auditing • Use ISO 16363 • Audit repositories of interest to academic and independent researchers in the United States and Canada. • Encourage community feedback • Become a resource for information about digital repositories Speaker: Marie Waltz Practices & Challenges in Preservation
  • 97. NISO Presentation Community involvement • Without community feedback we will not be successful at targeting our audits • We want to audit repositories of interest to academic and independent researchers. Speaker: Marie Waltz Practices & Challenges in Preservation
  • 98. NISO Presentation CRL is becoming a Resource for Information about Digital Repositories • Global Resources Forum (GRF) Reviews and Profiles • Audit reports • Webinars Speaker: Marie Waltz Practices & Challenges in Preservation
  • 99. NISO Presentation Summary CRL will continue to audit digital repositories of interest on behalf of our members using ISO 16363. Speaker: Marie Waltz Practices & Challenges in Preservation
  • 100. Thank you! Marie Waltz mwaltz@crl.edu

Notas del editor

  1. Join 15 minutes early.Close everything that might ding: yammer, AIM, rescue time, Outlook, etc.Undock the Chat and Questions and move them over to the left hand screen.Mute my phone and turn cell to alarm and BB off.Felicity starts the broadcast. Until then, the users will see the Go To Webinar entrance screen and hear silence.The meeting will be recorded. Send Felicity my polls.--Thank you Pamela.Excited to talk to you about some of the research and analysis we’ve done in this area.Questions … happy to take questions. Tricky to keep an eye on both. If I miss one while going through, I’ll catch it at the end. Also happy to take additional questions by email or phone after the fact.
  2. Archive Service product manager for Portico and ITHAKA as a whole.I like to describe what I do as problem solving … from relatively high level archival policy setting to help figuring out what to do with particular files (or rather, teaching folks how to think about what to do with particular files).
  3. General advice …Set your policies first, make design and implementation decisions based upon your strategies. Use standards if they will help you.If you choose not to follow standards, make sure you can accept them both at import and export.
  4. Mind Map …Wide World of standards, I’m going to stick with the ones we use or have seriously considered …
  5. On my white board …I teach classes on this to inculcate new hires …Emphasize long-term before clicking into key goals …
  6. Standards around receiptStandards around metadata to add/subtract/modify during ingestStandards around files during ingestStandards around archive management
  7. Wide World of standards, I’m going to stick with the ones we use or have seriously considered …
  8. there must be preservation planningthe archive requires ongoing administrationcontent in the form of files and metadata about the files must come into the archivecontent in the form of files and metadata about the files must go out of the archivethe archive is not the hardware or software—rather the hardware and software are elements of the archive, which includes activities performed by peoplethe original producer of the content and the eventual users of the content must have input into the ongoing management of the archiveat its very base, the preserved information consists of the content to be archived and metadata about the content—both of which are required for long-term preservation.
  9. Wide World of standards, I’m going to stick with the ones we use or have seriously considered …
  10. Wide World of standards, I’m going to stick with the ones we use or have seriously considered …
  11. Wide World of standards, I’m going to stick with the ones we use or have seriously considered …
  12. Must describe the packaging, includes abbreviated DMD.The Preservation and Packaging MD file is the thing that will let you manage the content over the long term.
  13. Wide World of standards, I’m going to stick with the ones we use or have seriously considered …
  14. Wide World of standards, I’m going to stick with the ones we use or have seriously considered …
  15. Wide World of standards, I’m going to stick with the ones we use or have seriously considered …
  16. Wide World of standards, I’m going to stick with the ones we use or have seriously considered …
  17. Wide World of standards, I’m going to stick with the ones we use or have seriously considered …
  18. General advice …Set your policies first, make design and implementation decisions based upon your strategies. Use standards if they will help you.If you choose not to follow standards, make sure you can accept them both at import and export.
  19. Change presenter to Pamela when done.Stay on afterward.
  20. Community knowledge sharing on technical and business decisions:FormatsRisksPreservation plans and actions
  21. sustainable digital preservation services are possible only when combine with access services.Although access to information tomorrow depends on preservation actions taken today, without access there is no need for preservation.This is why is was crucial to make the distribution model as optimized as possible.