Digital Sustainability on the EU Policy Level TPDL Workshop London 8th September 2014

What is APARSEN? A Network of Excellence in digital preservation Funded by European Commission 7th Framework Programme — Digital Libraries and Digital Preservation January 2011 to December 2014 (4 years) Coordinated by Science and Technology Facilities Council (UK) 31 renowned partners from 13 countries (10 EU countries + Israel, Russia, Switzerland)

Network of Excellence

Objectives of APARSEN Looking across the excellent work in digital preservation in Europe Defragmentation of silos in digital preservation Trying to bring this work together under a Common Vision Leading to a “Centre of Excellence”

APARSEN approach APARSEN Common Vision APA - CoE TRUST SUSTAINABILITY USABILITY ACCESS Stream 1 Integration Stream 2 Technical research Stream 3 Non-technical research Stream 4 Spreading Excellence APARSEN Common Vision APA - CoE

USABILITY APARSEN SUSTAINABILITY APARSEN defines four topics of DP in which it has undertaken research in state of the art and gap analysis: TRUST ACCESS

APARSEN ACCESS Without the ability to provide access to digital objects and data within a repository digital preservation fails. APARSEN provides some of the answers as to how access can be maintained through work on identifiers and citability, data policies and governance, and digital rights.

APARSEN What are the challenges related to the preservation of digital rights information? ACCESS What kind of issues should be covered in data policies? How can I refer to a digital resource in a sure, unique, stable and global way? Why do we need Persistent Identifiers for digital resources? What are the recommendations in dealing with DRM-protected material? What are the recommendations for governance structures and data policies?

APARSEN USABILITY APARSEN examined issues relating to interoperability, intelligibility and scalability to help develop a roadmap for how data and digital objects can remain useable and understandable in the long-term.

APARSEN How can I plan for preservation systems at scale with the rapidly growing amount of data and complexity? USABILITY What are the recommendations in order to help to plan for scalability? How is interoperability related to Digital Preservation? Which approaches for interoperability currently exist? How I can use this digital object? How can I perform this task?

APARSEN TRUST The issue of trust is at the core of all digital preservation work. How do we trust that a digital object or data is what it claims to be? APARSEN address the issues of trust through work on testing environments, authenticity and provenance, annotation and data quality, and repository certification.

APARSEN How can peer review of data be carried out? TRUST Is being audited worthwhile? Is my digital repository trustworthy – a framework for audit and certification of digital repositories? Has the data been changed in any way? Is my data of a good quality? Has data been preserved properly? Am I being directed to the right object?

APARSEN SUSTAIN ABILITY Digital repositories must be sustainable if they are to meet their preservation commitments in the medium to long-term. Work within APARSEN on topics such as cost/benefit analysis, preservation services, storage, and business cases brings together disparate research around this topic to help us build sustainable repositories.

APARSEN SUSTAIN ABILITY How can I keep the required resources under control? APARSEN How can I estimate the resources needed? SUSTAIN ABILITY How long must resources be committed? How can I plan to cope as the volume increases over time? What are the main requirements for economically sustainable digital preservation? How can I justify the resources needed for digital preservation?

APA Centre of Excellence

Integrated vision of APA CoE APA/APARSEN has created an integrated view of digital preservation embedded in a business process which helps to answer “how?” to “who pays and why?” for DP

Integrated vision of APA CoE Preserve the object by a variation of sub-processes Ingest Store Plan

Integrated vision of APA CoE The basic steps in preservation to counter changes are: create adequate Representation Information for the Designated Community and/or transform to another format if necessary or if preservation cannot be carried on by the current organisation then hand over to the next organisation in the chain of preservation

Integrated vision of APA CoE Evidence about the authenticity of the digital objects must also be maintained, especially when the objects are transformed or handed over. Confirmation of the quality of preservation can come from an Audit (with possible certification)

Integrated vision of APA CoE One should be able to understand and use the digital material. This is closely related to task performability.

Integrated vision of APA CoE The portfolio of Value proposition/s will provide the core of the answers to “Why preserve a certain digital collection and who would be willing to pay for it?”

Integrated vision of APA CoE There is an increasing demand from decision makers to justify: the need for objects to be preserved, the benefits derived of their usage, the costs involved in the preservation, as well as other resources required for preservation.

Integrated vision of APA CoE The business model lays out the business logic, i.e. how the value proposition is consistently delivered to the beneficiaries.

Integrated vision of APA CoE Each of these steps will be assisted by the use of tools and/or services, such as the ones the CoE should be able to offer. The underpinning components are first the use of a consistent terminology, the OAIS terminology with extensions to cover those aspects outside the OAIS remit and second the training modules covering all aspects of the common vision.

APA Centre of Excellence (CoE) The CoE provides Training, Consultancy Tools Services to support organisations which need to ensure that their digital resources remain understandable and usable

APA CoE – Training events There are a number training options available from the Centre of Excellence (CoE) in the form of:  Face to face courses Workshops Clinics Summer school Online training portal Training can be customized to meet participants learning objectives. The CoE’s members provide expertise in many areas of digital preservation. Please contact us for further details.

APA CoE – Online training portal Course material will be available online in the form of training modules via the APA’s website. Introductory presentations are free of charge and are available on the APA website. A small fee is payable on accessing more detailed course material. Pages will be live in last quarter of 2014.

APA CoE – Training Modules Training modules are presented within specified course outlines as examples. Modules are accessible individually on the portal. Sample content is provided, for the full set of modules access the portal which will be fully populated by the end of 2014.

APA CoE – Training Modules example 1

APA CoE – Training Modules example 2

APA CoE – Services & Consultancy TBC

APA- CoE – Tools Toolkits from SCIDIP-ES project including: Representation Information Toolkit Authenticity Toolkit Preservation Strategy Toolkit ... all consistent with OAIS model plus other offerings of Centre of Excellence members offered through the marketing channels of the CoE

APA - CoE Is a membership organisation Provides expertise about digital preservation Obtains value from digitally encoded information The unique selling point is that CoE offering is coherent and consistent and should be applicable to any type of digital object and it is backed by the combined experience of the DP pioneers both in the research field and, more importantly, as worldwide earliest adopters of DP practices.

APARSEN proudly invites you to the official launch of its Centre of Excellence (CoE) in Digital Preservation (DP) to be held on 22-23 October 2014 in Brussels.

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Network of Excellence