Developments in long term preservation

LIBER 2012, Marcel Ras

Developments in long term preservation

Digital Curation from 2009 to 2012

1. Curating research. 1st LIBER workshop, April 2009

• Focus on organisation issues

2. Curating research. 2nd LIBER workshop, May 2012

• Focus on partnerships “do not go this game alone”

Developments in long term preservation

KEEP Workshop 26 October 2011 3

Digital Curation

Developments in long term preservation

Developments in long term preservation

Digital Curation - digital preservation

Digital Curation

refers to the actions people take to maintain, preserve and add value to

digital information (assets) over its lifecycle.

Digital Preservation

refers to the series of managed activities necessary to ensure continued

access to digital materials for as long as necessary (processes and

procedures required to ensure content remains accessible well into the

future).

Developments in long term preservation

Digital assets

• e-books and e-journals

• institutional output (theses, education)

• digitized collections (books & special

collections)

• research data

• websites

• ….

Different

requirements/roles/partnerships for

each category

Developments in long term preservation

Data growth

Developments in long term preservation

Digital curation: a role for research libraries?

It brings challenges

• IT-intensive

• requires new and special expertise

• financially demanding

• requires repositioning the library in the information “chain”

The technical challenges are a breeze compared

to the organizational challenges

Developments in long term preservation

Roles and responsibilities in the printed lifecycle

producers owners curators users

books and journals

publishers libraries libraries researchers and students

institutional output (theses, etc.)

university staff libraries libraries researchers and students

special collections

various libraries libraries researchers and students

c u r a t i o n

Developments in long term preservationRoles and responsibilities in the digital lifecycle

producers owners custodians users

e-journals, e-books

publishers ?? ?? researchers and students

institutional ‘output’ (theses, archives)

university staff ?? ?? researchers and students

digitized books/images

libraries themselves

libraries themselves

libraries themselves

researchers and students

research data researchers ?? ?? researchers and students

websites anyone ?? ?? researchers and students

c u r a t i o n

Developments in long term preservation

Categories of digital resources and risks of data loss

technical difficulties

organizational difficulties

risks that content will be lost

e-journals x( xxx) xx xx

institutional ‘output’ (theses, archives)

xx xx xx

digitized books/images

x x x

research data xxx xxx xxxx

websites xxxx xxxx xxxx

Developments in long term preservation

Parse Insight survey

Developments in long term preservation

Parse.Insight: Data Managers

Developments in long term preservation

Parse.Insight: Data Managers

Developments in long term preservation

Parse.Insight: data managers

Developments in long term preservation

Parse.Insight: data managers

Developments in long term preservation

Developments

Developments in long term preservation

Organisational developments

• New roles for Libraries: focus on trio of– Infrastructures– Content– services

• Best practices (or worst)• Skill and training in the digital field

Developments in long term preservation

Skills

Developments in long term preservation

Cost models

• TCP (Total Costs of Preservation)

• Involves: systems, services, servers, staff, producers, workflows,

content types, storage, monitoring, interventions, management

• New Business Models

– Business plan KB international e-Depot

– Preserving e-journals

– About 1,3 million annual costs

– Staffing, storage, development, research, preservation actions

• But how about preserving research data? And websites?

• Shared services

Developments in long term preservation

Development of cost models

– LIFE model

– (http://www.life.ac.uk/)

– Keeping Research Data Safe

– (http://www.beagrie.com/krds.php)

– Danish cost model for Digital Preservation (http://www.costmodelfordigitalpreservation.dk/)

– DCC&U: an extended digital curation lifecycle model (http://www.ijdc.net/index.php/ijdc/article/view/100)

– CDL Cost Modeling for Sustainable Services (https://wiki.ucop.edu/display/Curation/Cost+Modeling)

Developments in long term preservation

Technical developments

• Tool creation becomes mature

• Preservation systems available

• Shared infrastructures for preserving digital assets

• Research and research output to be implemented

– PLANETS

– SCAPE

– KEEP

– DRIVER

Developments in long term preservation

Partnerships

Developments in long term preservation

Partnerships

information chain

Between curating organizations

With partners in the information chain

Public - private

Developments in long term preservation

Partnering Libraries, Publishers and Archival Solutions

Archival Service

Publisher Library Researcher

Archival Agreement

Licenses

Insurance Agreement

Permanent AccessPreservation

Access

Developments in long term preservation

technical difficulties

organizational difficulties

partnership options

e-journals x(xx) xx (C)LOCKSS, Portico, KB, national deposit libraries

institutional ‘output’ (theses, archives)

xx xx institutional repositories elsewhere

digitized books/images

x x other research libraries, national libraries, MetaArchive,national repositories, Hathi Trust (books)

research data xxx xxx data archives;discipline-specific research infrastructures

websites xxxx xxxx national libraries, Internet Archive, IIPC

Categories of digital resources and partnership options

Developments in long term preservation

Developments in long term preservation

Being in charge

Developments in long term preservation

Being in charge

• Things you have to do yourself as a research library no matter whom

you partner with

• Being in charge Deciding what to curate and to what level

• Evaluating the results of any partnership

• Create policies for curation

• Skills and knowledge

Developments in long term preservation

Preservation policies

Preservation Policy: Written statement authorized by the repository

management that describes the approach to be taken by the

repository for the preservation of objects accessioned into the

repository. (APA)

• Describes the intentions of the organization with their digital collections and how to realize these

• Guidance for the entire organization

Benefits of clear policies

• Sustainability in managing your digital collections

• Change of staff and management less risky

• Transfer of knowledge

• Education programs (ageing population)

• Harmonization of activities

• Clear responsibilities

• Ideally: Policies are implemented in workflows

Developments in long term preservation

Readiness for preservation

2009 Planets project survey conclusions:

• Awareness in organizations is there

• Tools and services are under development

• Implementation needed

• Improvement compared to survey results 2005

• If a policy was present, preservation was better in shape (more

money, plans and awareness)

Developments in long term preservation

Developments in long term preservation

In conclusion

• It’s a new ball game with fundamentally new rules

• We have to think digitally

• We have to create partnerships

• And dare to make your choices

But we cannot wait until we know everything for

certain, because then you will be too late …

You’re digital assets are your capital!

And again, do not go in this game alone!