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Preserving our Digital Heritage:
Community Action via UK LOCKSS Alliance

Adam Rusbridge
UK LOCKSS Alliance Coordinator
EDINA, University of Edinburgh
The LOCKSS Software



  •   Distributed Digital Preservation System
  •   Open source peer to peer software
  •   Standards:
      – OAIS, OpenURL, HTTP, WARC
A LOCKSS Box is a Digital Bookshelf




                  http://
Preserving Web Published Content



  …journals, books, blogs, web sites, scanned files,
    audio, video animations, social science datasets,
    moving images, still images, software, sound, text,
    e-thesis & dissertations, images, government
    documents…
400+ Participating Publishers
Continuing Access


  •   Access in short term and long term




  •   Continuing access following cancellation
  •   Access is not dependent upon continuing
      membership
UK LOCKSS Alliance




  •   The UK LOCKSS Alliance is a co-operative organization
      whose goal is to ensure continuing access to scholarly work in
      ways that are sustainable over the long term.


  •   LOCKSS allows libraries to be involved in the development of
      journal preservation infrastructure and collections.
       – EDINA offers underlying technical support and coordination
Thinking about the role of the library


  •   A library’s task is to manage risk in order to
      ensure long term preservation and access


  •   In the past, libraries purchased paper copies
      of scholarly journals and stored them. In the
      present, they purchase access to online
      copies and store nothing
The role of LOCKSS



  • For those institutions that wish to have
  custody and control over the scholarship that
  is generated and used by their faculty,
  students, and staff.
  •UK LOCKSS Alliance helps libraries care for
  material that hasn’t been cared for sufficiently
Successful Preservation



  There is a strong tie between the oversight and
    involvement of the library community and
    successful preservation.
Print Collections


  Are an effective decentralized preservation
    system
  •   Many copies of most things
  •   Scattered around the world
      – Held under different legal regimes
      – Held under different administrative regimes
  •   Distributed responsibility reduces risk of accidental
      loss
Threats to Digital Content


  •   Media failure
  •   Hardware failure
  •   Software failure
  •   Network failure
  •   Format obsolescence
  •   Natural disaster
Threats to Digital Content


  •   Media failure         •   Operator error
  •   Hardware failure      •   External attack
  •   Software failure      •   Insider attack
  •   Network failure       •   Economic failure
  •   Format obsolescence   •   Organization failure
  •   Natural disaster
Countering these threats


  •   Build upon the principles and
      stability of the library
How LOCKSS Works



   LOCKSS: Modern technology meets the
   decentralization and local control model of
   print collections.
What is




    “Intellectual Content”?
Intellectual Content
Intellectual Content
Intellectual Content
UK LOCKSS Alliance Members


  • University of            • Leicester University
    Birmingham               • London School of
  • University of Bristol      Economics
  • De Montfort University   • University of
  • Durham University          Newcastle Upon Tyne
  • Edinburgh University     • University of Sussex
  • Glasgow University
                             • University of St
  • University of              Andrews
    Huddersfield
                             • University of Warwick
  • University of Hull
  • King's College London    • University of York
Publishers Give Permission
Independent Collection
Independent Collection
Library participation in the UK LOCKSS Alliance


  •   Share information on local practices
      – Usage of LOCKSS within institutions
      – Preservation policies of institutions
      – How activity is managed within an institution
  •   Share information on collection management policies


  •   The UK LOCKSS Alliance focuses on content that is of
      local interest, and that members do not feel has been
      cared for sufficiently.
Governance of the UK LOCKSS Alliance


  •   Steering Committee
      –   Tony Kidd (University of Glasgow)
      –   Geoff Gilbert (University of Birmingham)
      –   Phil Adams (De Montfort University)
      –   Lisa Cardy (London School of Economics)
      –   Liz Stevenson (University of Edinburgh)

      – Lorraine Estelle (JISC Collections)
      – Peter Burnhill (EDINA, University of Edinburgh)
      – Adam Rusbridge (UK LOCKSS Alliance Coordinator)


  •   Supported by:
      – William Nixon (University of Glasgow)
      – Laura Roy (University of Glasgow)
      – You!
Steering Committee Activities


  •   Collection Management Policies
      – What content is of priority and at-risk
  •   Community Outreach
      – Supporting other libraries
      – How to contribute to national policy
  •   Technical Operation and Development
      – Usage of LOCKSS within institutions
  •   Finance, Activity and Resources
      – Achieving a sustainable organisation
Get involved in the UK LOCKSS Alliance



              Participation Information
    http://www.jisc-collections.ac.uk/catalogue/lockss

                JISC Band      Annual Fee
                    A            £5,000
                    B            £3,750
                    C            £2,750
                    D            £2,250
                   E-F           £1,800
Strong foundations for Archives



  •   Decentralized, distributed, and redundant
  •   Responsibility spread across the community
      – Built upon a strong organisational foundation
  •   Shepherded by strong universities with
      strong libraries
Principles of LOCKSS



  •   Local access, control, and custody of content
  •   Permanent access to content without
      continued fees
  •   Spreading the archive over multiple libraries,
      multiple nodes, multiple voices
Benefits of LOCKSS


  •   Mitigates risk from accidental damage
  •   Affordable
  •   Preserves historical context


  •   Allows universities to take responsibility for
      action and contribute to policy development
  •   UK LOCKSS Alliance ensures that the UK can
      preserve all scholarly content of interest
       – From publishers both large and small
What You Can Do


 •   Take control of your own content for yourself
 •   Put your content in “lot of places”
 •   Put LOCKSS permission statements so others can
     preserve it
 •   Contribute to the UK LOCKSS Alliance and
     influence policy decisions
 •   Consider the organisational and social
     requirements of archiving
     – How can the UK best respond to the challenges?
It’s Up To You



 “In the future, might access to your current
   scholarship disappear completely?”


 •   Ensure important content is preserved
 •   Build collaborative infrastructure and
     contribute to the governance of archives
 •   And keep content safe for the very long term.
Thank you for listening


    Adam Rusbridge
 a.rusbridge@ed.ac.uk

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Preserving Our Digital Heritage: Community Action via UK LOCKSS

  • 1. Preserving our Digital Heritage: Community Action via UK LOCKSS Alliance Adam Rusbridge UK LOCKSS Alliance Coordinator EDINA, University of Edinburgh
  • 2. The LOCKSS Software • Distributed Digital Preservation System • Open source peer to peer software • Standards: – OAIS, OpenURL, HTTP, WARC
  • 3. A LOCKSS Box is a Digital Bookshelf http://
  • 4. Preserving Web Published Content …journals, books, blogs, web sites, scanned files, audio, video animations, social science datasets, moving images, still images, software, sound, text, e-thesis & dissertations, images, government documents…
  • 6. Continuing Access • Access in short term and long term • Continuing access following cancellation • Access is not dependent upon continuing membership
  • 7. UK LOCKSS Alliance • The UK LOCKSS Alliance is a co-operative organization whose goal is to ensure continuing access to scholarly work in ways that are sustainable over the long term. • LOCKSS allows libraries to be involved in the development of journal preservation infrastructure and collections. – EDINA offers underlying technical support and coordination
  • 8. Thinking about the role of the library • A library’s task is to manage risk in order to ensure long term preservation and access • In the past, libraries purchased paper copies of scholarly journals and stored them. In the present, they purchase access to online copies and store nothing
  • 9. The role of LOCKSS • For those institutions that wish to have custody and control over the scholarship that is generated and used by their faculty, students, and staff. •UK LOCKSS Alliance helps libraries care for material that hasn’t been cared for sufficiently
  • 10. Successful Preservation There is a strong tie between the oversight and involvement of the library community and successful preservation.
  • 11. Print Collections Are an effective decentralized preservation system • Many copies of most things • Scattered around the world – Held under different legal regimes – Held under different administrative regimes • Distributed responsibility reduces risk of accidental loss
  • 12. Threats to Digital Content • Media failure • Hardware failure • Software failure • Network failure • Format obsolescence • Natural disaster
  • 13. Threats to Digital Content • Media failure • Operator error • Hardware failure • External attack • Software failure • Insider attack • Network failure • Economic failure • Format obsolescence • Organization failure • Natural disaster
  • 14. Countering these threats • Build upon the principles and stability of the library
  • 15. How LOCKSS Works LOCKSS: Modern technology meets the decentralization and local control model of print collections.
  • 16. What is “Intellectual Content”?
  • 20. UK LOCKSS Alliance Members • University of • Leicester University Birmingham • London School of • University of Bristol Economics • De Montfort University • University of • Durham University Newcastle Upon Tyne • Edinburgh University • University of Sussex • Glasgow University • University of St • University of Andrews Huddersfield • University of Warwick • University of Hull • King's College London • University of York
  • 24. Library participation in the UK LOCKSS Alliance • Share information on local practices – Usage of LOCKSS within institutions – Preservation policies of institutions – How activity is managed within an institution • Share information on collection management policies • The UK LOCKSS Alliance focuses on content that is of local interest, and that members do not feel has been cared for sufficiently.
  • 25. Governance of the UK LOCKSS Alliance • Steering Committee – Tony Kidd (University of Glasgow) – Geoff Gilbert (University of Birmingham) – Phil Adams (De Montfort University) – Lisa Cardy (London School of Economics) – Liz Stevenson (University of Edinburgh) – Lorraine Estelle (JISC Collections) – Peter Burnhill (EDINA, University of Edinburgh) – Adam Rusbridge (UK LOCKSS Alliance Coordinator) • Supported by: – William Nixon (University of Glasgow) – Laura Roy (University of Glasgow) – You!
  • 26. Steering Committee Activities • Collection Management Policies – What content is of priority and at-risk • Community Outreach – Supporting other libraries – How to contribute to national policy • Technical Operation and Development – Usage of LOCKSS within institutions • Finance, Activity and Resources – Achieving a sustainable organisation
  • 27. Get involved in the UK LOCKSS Alliance Participation Information http://www.jisc-collections.ac.uk/catalogue/lockss JISC Band Annual Fee A £5,000 B £3,750 C £2,750 D £2,250 E-F £1,800
  • 28. Strong foundations for Archives • Decentralized, distributed, and redundant • Responsibility spread across the community – Built upon a strong organisational foundation • Shepherded by strong universities with strong libraries
  • 29. Principles of LOCKSS • Local access, control, and custody of content • Permanent access to content without continued fees • Spreading the archive over multiple libraries, multiple nodes, multiple voices
  • 30. Benefits of LOCKSS • Mitigates risk from accidental damage • Affordable • Preserves historical context • Allows universities to take responsibility for action and contribute to policy development • UK LOCKSS Alliance ensures that the UK can preserve all scholarly content of interest – From publishers both large and small
  • 31. What You Can Do • Take control of your own content for yourself • Put your content in “lot of places” • Put LOCKSS permission statements so others can preserve it • Contribute to the UK LOCKSS Alliance and influence policy decisions • Consider the organisational and social requirements of archiving – How can the UK best respond to the challenges?
  • 32. It’s Up To You “In the future, might access to your current scholarship disappear completely?” • Ensure important content is preserved • Build collaborative infrastructure and contribute to the governance of archives • And keep content safe for the very long term.
  • 33. Thank you for listening Adam Rusbridge a.rusbridge@ed.ac.uk