ERPANET. IFLA Presentation, 6 August 2003. Berlin Seamus Ross (HATII, University of Glasgow) IFLA...

ERPANET. IFLA Presentation, 6 August 2003. Berlin

Seamus Ross (HATII, University of Glasgow)

IFLA Berlin 2003Digital Preservation –

An Introduction to ERPANET


ERPANET works to enhance the preservation of cultural and scientific digital objects through raising awareness, providing access to experience, sharing policies and strategies, improving practices, and stimulating research.

erpanodes

erpaworkshop

erpatraining

erpaassessments

erpaadvisory

erpatools

ERPANET--Seamus Ross (IFLA 2003) 3


The Project Nodes

The Humanities Advanced Technology and Information Institute (HATII)

Schweizerisches Bundesarchiv

Nationaal Archief van Nederland

Institute for Archival and Library Science(Università degli Studi di Urbino)



erpaSTAFF

Directors: One in each node

Coordinator: Based in Glasgow

Editors: One in each node.

Advisory Committee: to ratify and ensure consistency of direction



Advisory CommitteeUlf Anderson AstraZeneca (Sweden)

Costis Dallas CriticalPublics (Greece)

Margarita Vázquez de Parga

Informática El Corte Inglés (Spain)

Robin Dale Research Libraries Group (US)

Paul Fiander British Broadcasting Corporation (UK)

Kevin Ashley University of London Computing Centre

Peter Holm Lingaard TV2 (Denmark)



Organisations Need Help• Off-the-shelf policy statements• Business cases & strategies• Digestible guidance on technologies

and their preservation implications• Improved models (reference, costs,

standards, functional requirements)• Simple Guidelines on digital survival • Guidance on creating data repositories• IPR support and guidance



OBJECTIVESThematic Workshops & Seminars

• Exploring core topics with experts and specialised institutions

• Increasing the level of awareness within the communities of digital information providers, practitioners, experts and preservers

• Developing basic recommandations in the areas subject to detailed analysis

• Providing documentation of new research directions and results

• Provide skills development opportunities to the community



WORKSHOPS CONTENT2002-2003

• Workshops & Seminars, June 2002 – June 2003– Digitisation, Conservation and Quality Control

(Toledo, 23-25 June 2002)– XML for digital preservation (Urbino, 9-11 October

2002)– Introduction to the OAIS Model (Copenhagen,

November 2002)– Preservation Policy and Procedures (Fontainebleau,

January 2003)– Long term preservation of databases (Bern, April

2003)– Preserving the Web, (Kerkira, May 2003)



WORKSHOPS & SEMINARS

• Workshops & Seminars, August 2003 – January 2004– Getting What You Want, Knowing What You

Have, and Keeping What you Need: Metadata in Digital Preservation, (Marburg, September 2003)

– ERPANET ‘DSpace’ Installation Workshop, (Glasgow, September 2003)

– Digital repositories: audit and certification, (Rome, November 2003)

– Preservation of Scientific Data Sets (Lisbon, December 2003)



BENEFITS of Workshops & Seminars

• Creation of authoritative sources of information that can be applied to a variety of circumstances

• Promotion of a forum for information and preservation professionals that can be extended into their own and other communities

• Exchange of experiences, both in the case of success and in the case of failures and problems



Information Building: Objectives

• Identify and evaluate information resources

• Review and appraise projects (EU, NSF and others)

• Monitor new ICT industry• Bulletins and up-dating services• Develop and promote digital

preservation charter



Criteria for Information

RELEVANT

CONTRIBUTION

UNIQUE

LANGUAGEBENEFITS

DYNAMIC

CRITICAL



Content Development Instruments

Literature Evaluation Mechanisms

CommentariesCase Study InstrumentCase Study ReportEvaluation of erpaEventsWorkshop ReportsConfidentiality Agreements



Current situation

• Digital Preservation Charter (several versions)– Acquire support for the Digital

Preservation Charter• First set of commentaries

available (200+) • Identification of key

documents/projects ongoing



What benefits of value?

• Commentaries on relevant multilingual sources

• Through the commentaries acquiring better insight in areas

• A model for identifying actors and responsibilities (in Charter)

• Identification potential research issues



erpaAdvisory

• Provides the Community with access to answers to digital preservation expertise

• Building a Resource of Authoritative Answers to Digital Preservation Questions– a database of frequently asked questions with

answers

• Making accessible examples of best practice(demo)



erpaCOMMENTARIES

• Authoritative online information services on Digital Preservation– Analytic Reviews of published and online

literature • including assessment of 100 journals

– Assessment of technical guidelines and relevant standards

– Projects reviewed



erpacharter

• Better management of risk• Common Framework for benchmarking digital access

and preservation practice • Platform for sharing knowledge (e.g. practices,

methodologies, typologies, eval. Criteria)• Mechanism for measuring competitive advantage.• Unlocking e-value of intellectual capital• Achieve synergy and avoid redundancy• Optimise the quality and quantity of interactions

between players in the digital object chain (DOC)



Case Studies and Tools

• Develop best practice case studies• Develop reference models (DOC)• Suite of tools, guidelines and

instruments• Develop other services

– erpaAdvisory– Web-based delivery of information, tools,

etc.– Bulletin Board and lists



erpaTools

• Year 1 Tools– Policy Building Framework– Costing Digital Preservation Strategies– Digital Object Risk Management

Methods– Selecting Technologies



• Case studies in public and private sectors• Geographical spread and organisation size• Outcomes:

– Vertical View: reviews of how different sectors approach digital preservation

– Horizontal View: looking across a range of topics what are best practices across domains.

erpastudies



The Problem

• Planning stage progressed slowly• More Complex than we imagined• Labour intensive• Difficulties obtaining successful targets

– at the mercy of companies who pull out

• Lower throughput than we imagined• Lower quality results than we imagined



Researching what?• Assessment of the Sectoral Exposure• Sectoral Awareness and Investment• Policy Building Strategies• Risk Perception & Management• Mechanisms for Compliance & Audit• Cost-Benefit Rationalisation• Technologies

erpastudies



erpastudies

Basic results• Illustrate methodologies and

practices• Provide a basis for establishing

practical guidelines• Increase awareness• Stimulate sharing of information and

experiences



The Instrument (1)

• Administrative Section• Perception and Awareness of Digital

Preservation• Understanding How Digital Preservation

Affects Your Organisation • Actions Taken: Policies, Strategies,

Standards and Practices Developed• Monitoring of Actions• Future Requirements



The Instrument (2)

‘Actions taken’ subsections• Policies, Strategies, and Standards• Selection of Digital Information for

Preservation• Preservation of Digital Information• Storage of Digital Information• Access to Digital Information• Digital Preservation Costs



erpastudies

Research by Questionnaire10 companies per case study3 people in each company

– Business Manager– IT Manager– Archivist



erpastudies

Questionnaire split into:– perception and awareness of digital

preservation;– understanding how digital

preservation affects the organisation;– actions taken;– monitoring of actions; and– future requirements.



erpastudiesROUND 1 ROUND 2 ROUND 3

Publishing Retail Automotive

Telecommunications

Architecture Train traffic control

Pharmaceuticals Aerospace Insurance

Broadcasting Entertainment (film)

Air traffic control

Transition to Focus Case Studies in 2003-4



erpastudies

RESULTSTypes of data (very different)Increasing amount of infoAwareness of issues (varying)No authoritative sources of info



Quality AssuranceQuality ensures the success of

ERPANETContent EditorContent Editor

Second Content Editor

Second Content EditorLocal DirectorLocal Director

Coordinator & Principal Director

Coordinator & Principal Director

PublicationPublication

22

1133

44 55

66



Participation Procedures

Consortium AgreementParticipant Protocol

– Partner– Participant– Registered user– Non-registered user



Access Rights

PARTNER

PARTICIPANT

REGISTRANT

NON-REGISTRANT

ACCESS



New Services -- ERPAePrints

• Ensuring long term accessibility to digital preservation literature, both gray and published

• Creating a single point of accessibility• Better profiling the literature



For our products, information and registration:

www.erpanet.org

[email protected] / [email protected]

ERPANET. IFLA Presentation, 6 August 2003. Berlin Seamus Ross (HATII, University of Glasgow) IFLA...

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