1 The CASPAR Project Key Components - Overview Luigi Briguglio Engineering R&D Laboratory – Roma CASPAR FINAL WORKSHOP IN ROME SCUOLA SUPERIORE PUBBLICA AMMINISTRAZIONE - September

CASPAR FINAL WORKSHOP IN ROME 2 Presentation Planning Key Concepts Digital Preservation Issues Rationale behind CASPAR Solutions CASPAR Answers

CASPAR FINAL WORKSHOP IN ROME 3 CASPAR BROCHURE CASPAR MAIN QUESTION

CASPAR FINAL WORKSHOP IN ROME 4 The CASPAR Project The CASPAR project is mainly based on standard ISO:14721:2003 OAIS In this perspective, its Architecture is defined for –Managing key concepts of the OAIS reference model –Supporting main functionality identified in the OAIS functional model Moreover, the CASPAR project aims to define, and implement, interfaces and functionally independent components

CASPAR FINAL WORKSHOP IN ROME 5 CASPAR & OAIS Info Model Content Information Data Object interpreted using interpreted using Designated Community Knowledge Base Information Package Preservation Description Information Needed for long-term preservation Descriptive Information Needed for discovery Primary focus of archival preservation Representation Information

CASPAR FINAL WORKSHOP IN ROME 6 CASPAR & OAIS Func Model Producer Consumer Manager

CASPAR FINAL WORKSHOP IN ROME 7 OAIS Mandatory Responsability 1.Negotiation and Acceptance of submitted information 2.Provide Long-Term Preservation Information 3.Determine Designated Community 4.Information preserved is Independently Understandable to the Designated Community 5.Follow documented policies and procedures which ensure that the information is preserved against all reasonable contingencies 6.Make the preserved information available to the Designated Community.

CASPAR FINAL WORKSHOP IN ROME 8 Presentation Planning Key Concepts Digital Preservation Issues Rationale behind CASPAR Solutions CASPAR Answers

CASPAR FINAL WORKSHOP IN ROME 9 Preservation Issues 1… accessed and understood 1.How To guarantee a digital information may be accessed and understood in the future information package management 2.How To guarantee a proper information package management within and OAIS Archive long-time preservation maintenance 3.How To guarantee long-time preservation maintenance of any information package retrieval 4.How To guarantee retrieval of Archival Information

CASPAR FINAL WORKSHOP IN ROME 10 Preservation Issues 2… intellegibility 4.How To guarantee intellegibility within heterogeneous Designated Communities and their digital information informed about change events 5.How To guarantee preservation actors are informed about change events security access rights 7.How To guarantee an adequate security access with the proper rights to any resource and functionality within an OAIS Archive integrity and identity 8.How To guarantee an adequate integrity and identity for any Archival Information

CASPAR FINAL WORKSHOP IN ROME 11 Presentation Planning Key Concepts Digital Preservation Issues Rationale behind CASPAR Solutions CASPAR Answers

CASPAR FINAL WORKSHOP IN ROME 12 The Big Question What do I have to do for preserving my digital content object, and guarantee it could be used and understood in the future?

CASPAR FINAL WORKSHOP IN ROME 13 Step 1 First of all, preserving a digital content object means that –The digital content object has to be prepared andpacked in a proper way to be ingested in the digital archive system that will manage and maintain it for a long time. –During the preparation, a package containing digital content object and all the necessary information is created. –And then that package is stored.

CASPAR FINAL WORKSHOP IN ROME 14 Ingestion

CASPAR FINAL WORKSHOP IN ROME 15 Ingestion

CASPAR FINAL WORKSHOP IN ROME 16 CASPAR Ingestion Information Package Management 1.Ingest Content Information 2.Create Information Package Representation Info Descriptive Info Preservation Description Info 3.Check Information Package 4.Store Information Package for long term OAIS Ingest Data Management Archival Storage Preservation Planning Administration Access

CASPAR FINAL WORKSHOP IN ROME 17 Step 2 After the ingestion, the digital content information may be available for using and understanding it. In this case, the internal package of the digital archive system has to provide a usable and understandable information to the consumer which requests it. And so…

CASPAR FINAL WORKSHOP IN ROME 18 Step 2 And so… –The digital content object has to be found within the digital archive, through its descriptive information and checked for any restricting access right policy. –After that, processed information is prepared andpacked in a proper way to be accessed from the digital archive system and made available for its intellegibilty at the consumer, taking into account the consumer knowledge profile.

CASPAR FINAL WORKSHOP IN ROME 19 Access

CASPAR FINAL WORKSHOP IN ROME 20 Access

CASPAR FINAL WORKSHOP IN ROME 21 CASPAR Access Information Access 1.Search Content Information 2.Obtain Information Packages and relative Contents and Descriptions OAIS Ingest Data Management Archival Storage Preservation Planning Administration Access

CASPAR FINAL WORKSHOP IN ROME 22 CASPAR Designated Community Designated Community and Knowledge Management 1.Deal with Designated Community Profile and its own Knowledge Base 2.Identify and Provide Knowledge Gap for understanding a Content Information OAIS Ingest Data Management Archival Storage Preservation Planning Administration Access

CASPAR FINAL WORKSHOP IN ROME 23 Step 3 Ingestion and Access represent the only two activities which involve producer and consumer of the digital content object and allow their interaction with the digital archive system. –Neither Ingestion and Access characterise the digital archive system as a long term preservation system. What, instead, extends the usual digital archive systems and promotes them as preservers is the third activity

CASPAR FINAL WORKSHOP IN ROME 24 Step 3 The digital content object within the digital archive needs to be maintained in order to be accessed, used and understood for whatever changes during its long-term lifecycle. And that implies that any impacting change in the real world needs to be identified and notified to the responsible of preservation in order to take into account the proper corrective actions, according to defined preservation plans.

CASPAR FINAL WORKSHOP IN ROME 25 Preservation

CASPAR FINAL WORKSHOP IN ROME 26 Preservation

CASPAR FINAL WORKSHOP IN ROME 27 CASPAR Preservation Communication Management 1.Notify and Alert for Change Event impacting long term preservation 2.Trigger Preservation Process OAIS Ingest Data Management Archival Storage Preservation Planning Administration Access

CASPAR FINAL WORKSHOP IN ROME 28 CASPAR Security Security Management 1.Deal with User Account, Role and Profile 2.Deal with Content Access Permissions 3.Deal with Digital Rights 4.Guarantee Authenticity OAIS Ingest Data Management Archival Storage Preservation Planning Administration Access

CASPAR FINAL WORKSHOP IN ROME 29 CASPAR Solution Facade Layer Information Package Mngt Communication Mngt Security Mngt Information Access Designated Community & Knowledge Mngt The CASPAR Foundation KeyComponentsFrameworkPlatform

CASPAR FINAL WORKSHOP IN ROME 30 CASPAR Foundation Platform Operating System: Linux, Unix, Windows, Mac Java Platform DBMS: H2, Postgres Framework Development Framework: JAX-WS, GWT, Ant Application Server: Tomcat, Glassfish, WASCE KeyComponents GapManager Orchestration DataAccess&SecurityRepInfoToolbox Registry Packaging DataStoresVirtualisation CASPAR Service Factory Authenticity SemanticWeb DigitalRightsFindingAids Development Management: Hudson and JTrac The CASPAR Foundation

CASPAR FINAL WORKSHOP IN ROME 31 Presentation Planning Key Concepts Digital Preservation Issues Rationale behind CASPAR Solutions CASPAR Answers

CASPAR FINAL WORKSHOP IN ROME 32 Answer - 1 accessed and understoodTo guarantee a digital information may be accessed and understood in the future, you need an adequate OAIS Representation Information REPINFO RepInfo ToolBox VIRT Virtualisation REG Registry

CASPAR FINAL WORKSHOP IN ROME 33 Answer - 2 information package managementTo guarantee a proper information package management within and OAIS Archive, you need to create an adequate OAIS Information Package PACK Packaging

CASPAR FINAL WORKSHOP IN ROME 34 Answer - 3 long-time preservation maintenanceTo guarantee long-time preservation maintenance of any information package, you need an implementation of OAIS Archival Storage PDS Preservation DataStores

CASPAR FINAL WORKSHOP IN ROME 35 Answer - 4 retrievalTo guarantee retrieval of Archival Information, you need an OAIS Finding Aids FIND Finding

CASPAR FINAL WORKSHOP IN ROME 36 Answer - 5 intellegibilityTo guarantee intellegibility within heterogeneous Designated Communities and their digital information, you need to manage Designated Community Profiles and their Knowledge Base KM Knowledge

CASPAR FINAL WORKSHOP IN ROME 37 Answer - 6 informed about change eventsTo guarantee preservation actors are informed about change events, you need an adequate management of message exchange POM Orchestration

CASPAR FINAL WORKSHOP IN ROME 38 Answer - 7 security access rightsTo guarantee an adequate security access with the proper rights to any resource and functionality within an OAIS Archive, you need a Security and DRM Management DAMS Data Access Manager & Security DRM Digital Rights Manager

CASPAR FINAL WORKSHOP IN ROME 39 Answer - 8 integrity and identityTo guarantee an adequate integrity and identity for any Archival Information, you need an Authenticity Tool AUTH Authenticity

CASPAR FINAL WORKSHOP IN ROME 40 The CASPAR Workflow

CASPAR FINAL WORKSHOP IN ROME 41 …and Stay tuned on

42 BACKUP SLIDES

CASPAR FINAL WORKSHOP IN ROME 43 The OAIS Functional Model - 1 INGEST Receive SIP Q-check on SIP Generate AIP Extract DescInfo Coordinate updates ACCESS Query Processing Retrieval Delivery Perform Transformation Security Access Control

CASPAR FINAL WORKSHOP IN ROME 44 The OAIS Functional Model - 2 STORAGE AIP Storage AIP Maintenance AIP Retrieval DATA MANAGEMENT Populate Descriptive Info Maintain Descriptive Info Access Descriptive Info

CASPAR FINAL WORKSHOP IN ROME 45 The OAIS Functional Model - 3 PLANNING Monitoring OAIS Environment Detect Changes/Impacts in DCKB Mapping out Preservation Strategy ADMINISTRATION Manage submission agreements Audit submission Maintain configuration management Monitor archive operations Inventory archive content Report on archive content Migrate/update archive content Manage archive standards/policies Provide Recommendations