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Preservation

A Publisher’s Perspective


       Carol Richman
    Director of Licensing
      SAGE Publications


                            SSP May 2008
Why should we care?

“These timescales of many decades, even
  centuries, contrast with the typical 5-year lifetime
  for computing hardware and digital media…”
  “A Fresh Look at the Reliability of Long­term Digital Storage.” Baker,
  Mary, et al.. EuroSys '06, April 18­21, 2006




                                                           SSP May 2008
Why Care?
Preservation: Digital information is
  impermanent
• Publisher: Safety
   – to insure ongoing availability of your
     content
• Librarians: Custodianship
   – to insure continuity of the record of
     scientific progress
   – Very long view: epistemology, history of
     science and culture
                                     SSP May 2008
What Should be Preserved?

• Scholarly content
• Research materials
• Web-based, digitally born content




                                      SSP May 2008
Preservation options
• National archives
  – Dutch National library (KB)
  – British Library
  – NIH – PubMedCentral?
  – Library of Congress?
• Institutional Repositories
• Community-based Archives
• Product Solution Archives
                                  SSP May 2008
Summary Table
          Agency   Primary        Data   A/C        Migration
                   Mission



KB        Gov’t    Preservation   Pub    Twilight   Yes

Portico   Ind.     Failsafe       Pub    Dark       Yes

LoC       Gov’t    Preservation   Pub    ?          ?

LOCKSS    Inst.    Failsafe       Pub    Dark       -

CLOCKSS   Comm.    Failsafe       Pub    Dark       -


                                             SSP May 2008
Summary:
        How Repositories Differ
•   Stated purpose
•   Dark v. light
•   Complete backfile v. current only
•   Deposits
    – Who: author v. publisher
    – What: manuscripts v. final work
    – Why: voluntary v. mandated
• Rights transfer
• Access control
• Costs
                                        SSP May 2008
Preservation

A SAGE Example




                 SSP May 2008
SAGE and Preservation
• SAGE’s commitment to customers and
  partners
• Critical to society arrangements
• Essential for new e-sales (consortia +
  single institutions) – Perpetual access
• Business continuity
• Long-term preservation
• We are not preservation experts!


                                     SSP May 2008
SAGE and Preservation
•   Dutch KB
•   CLOCKSS
•   LOCKSS
•   Portico
•   Library of Congress
•   British Library



                          SSP May 2008
How we do it

•   Provide details of digital availability
•   Provide sample of content
•   Provide details of content format (DTD)
•   Send all backfile for loading
•   Set up content flow for ongoing content




                                      SSP May 2008
Not just a technical exercise!

   SAGE and it’s trigger event. . .




                                SSP May 2008
GRAFT -
• Discontinued title due to lack of subscription base
• Opted to release to archives – Portico, CLOCKSS,
  and the KB
• Portico took lead on releasing the archive first and
  assuming responsibility for DOIs
• Portico only archive currently able to handle DOIs
• SAGE assigned DOIs to Portico for re-deposit to
  CrossRef
• CLOCKSS released weeks after; Dutch KB yet to
  release


                                            SSP May 2008
Challenges - DOIs
•   Archives (Portico) had not had to deposit for released content before
    – no precedence set
•   Under current CrossRef rules, Portico is the owner of the DOIs.
    Portico is working with the CrossRef Board to determine the best
    method for other archives to take advantage of the DOI work that
    Portico has done.
•   Multiple resolution does not currently work so only Portico will have
    pointers from CrossRef
•   All DOIs had not been deposited for content; no precedence set for
    how to handle this
•   Some articles had not DOIs – who should assign and under what
    DOI prefix?
•   CrossRef had to create working group to create guidelines for how to
    deal with the release of content to archives (SAGE involved in
    working group)



                                                           SSP May 2008
Market Reaction
• SAGE and Portico released press releases and
  posted to list serves
• Librarians took positively and negatively
• Positive
   –   System appears to work for the release from dark archive
   –   Content remains available in perpetuity
   –   SAGE acted responsibly by releasing journal to archive
   –   DOIs will remain active for content; minimal confusion
• Negative
   – SAGE ceased publication on a journal



                                                   SSP May 2008
SSP May 2008
SSP May 2008
SSP May 2008
SSP May 2008
SSP May 2008
SSP May 2008
SSP May 2008
Thank You!

         Contact info:
carol.richman@sagepub.com
     www.sagepub.com




                       SSP May 2008

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Digital Preservation Perspective

  • 1. Preservation A Publisher’s Perspective Carol Richman Director of Licensing SAGE Publications SSP May 2008
  • 2. Why should we care? “These timescales of many decades, even centuries, contrast with the typical 5-year lifetime for computing hardware and digital media…” “A Fresh Look at the Reliability of Long­term Digital Storage.” Baker, Mary, et al.. EuroSys '06, April 18­21, 2006 SSP May 2008
  • 3. Why Care? Preservation: Digital information is impermanent • Publisher: Safety – to insure ongoing availability of your content • Librarians: Custodianship – to insure continuity of the record of scientific progress – Very long view: epistemology, history of science and culture SSP May 2008
  • 4. What Should be Preserved? • Scholarly content • Research materials • Web-based, digitally born content SSP May 2008
  • 5. Preservation options • National archives – Dutch National library (KB) – British Library – NIH – PubMedCentral? – Library of Congress? • Institutional Repositories • Community-based Archives • Product Solution Archives SSP May 2008
  • 6. Summary Table Agency Primary Data A/C Migration Mission KB Gov’t Preservation Pub Twilight Yes Portico Ind. Failsafe Pub Dark Yes LoC Gov’t Preservation Pub ? ? LOCKSS Inst. Failsafe Pub Dark - CLOCKSS Comm. Failsafe Pub Dark - SSP May 2008
  • 7. Summary: How Repositories Differ • Stated purpose • Dark v. light • Complete backfile v. current only • Deposits – Who: author v. publisher – What: manuscripts v. final work – Why: voluntary v. mandated • Rights transfer • Access control • Costs SSP May 2008
  • 9. SAGE and Preservation • SAGE’s commitment to customers and partners • Critical to society arrangements • Essential for new e-sales (consortia + single institutions) – Perpetual access • Business continuity • Long-term preservation • We are not preservation experts! SSP May 2008
  • 10. SAGE and Preservation • Dutch KB • CLOCKSS • LOCKSS • Portico • Library of Congress • British Library SSP May 2008
  • 11. How we do it • Provide details of digital availability • Provide sample of content • Provide details of content format (DTD) • Send all backfile for loading • Set up content flow for ongoing content SSP May 2008
  • 12. Not just a technical exercise! SAGE and it’s trigger event. . . SSP May 2008
  • 13. GRAFT - • Discontinued title due to lack of subscription base • Opted to release to archives – Portico, CLOCKSS, and the KB • Portico took lead on releasing the archive first and assuming responsibility for DOIs • Portico only archive currently able to handle DOIs • SAGE assigned DOIs to Portico for re-deposit to CrossRef • CLOCKSS released weeks after; Dutch KB yet to release SSP May 2008
  • 14. Challenges - DOIs • Archives (Portico) had not had to deposit for released content before – no precedence set • Under current CrossRef rules, Portico is the owner of the DOIs. Portico is working with the CrossRef Board to determine the best method for other archives to take advantage of the DOI work that Portico has done. • Multiple resolution does not currently work so only Portico will have pointers from CrossRef • All DOIs had not been deposited for content; no precedence set for how to handle this • Some articles had not DOIs – who should assign and under what DOI prefix? • CrossRef had to create working group to create guidelines for how to deal with the release of content to archives (SAGE involved in working group) SSP May 2008
  • 15. Market Reaction • SAGE and Portico released press releases and posted to list serves • Librarians took positively and negatively • Positive – System appears to work for the release from dark archive – Content remains available in perpetuity – SAGE acted responsibly by releasing journal to archive – DOIs will remain active for content; minimal confusion • Negative – SAGE ceased publication on a journal SSP May 2008
  • 23. Thank You! Contact info: carol.richman@sagepub.com www.sagepub.com SSP May 2008