1. Digitization Strategies and Technology
John Herbert and Michele Kimpton
LYRASIS PowerPoint Ninjas

2. Software Decision Making Process
Finding a solution
Fits your needs/use case(s)
Satisfies all upstream/downstream requirements
Matches your resources and capabilities
We have built a model to share with you and get your feedback

3. Three software pathways to solve the problem
Make it- homegrown
Buy it
Open source

4. Upstream/downstream considerations
Initial setup and implementation
Customization of software
Workflows
Data migration
Configuration and implementation
Initial training
Ongoing management and maintenance
User support
Data input
Documentation
System administration

5. Upstream/downstream considerations cont.
Product and feature enhancement
New feature development
Release schedule
Testing
Migration
Integration
Security and reliability
Backups
24/7 run time
Disaster recovery
Data center security
Data center and facilities

6. Considerations weighted by software type
Activities
Homegrown
OSS
Commercial
Initial setup and configuration
High
Medium
Ongoing management and mantainence
medium
low
Product and feature enhancement
Low to medium NA
Security and reliability/IT infrastructure
variable
Data center and facilities

7. Total cost of ownership
Homegrown $$
Open Source Software
On different dimension- present fit with use case- as that is the great benefit of homegrown. Should we do a bubble chart
Commercial
TIME

8. Requirements Fit vs. Cost
Use case fit HG
OSS
Resources
Com

9. Matching decision to your capabilities
Decision factors
Your
Org
homegrown
Open Source
Commercial
IT resources
+++ ++ +
Hardware/infrastructure
Time
Specific user requirement fit
Flexibility of workflows
Integration with other systems
Collaborating with peer institutions
Developer talent
Financial investment
High=+++, Med=++,low+
Add column for Institution rating

10. Other considerations Mission alignment
Can you source from Trusted partner?
Is it available as a commodity?
Opportunity to collaborate?
Available as a service?
Is this core to your operation?

11. Content and Process Models
We’ve looked at micro-level decision process
For single piece of software
Pivot now to higher level, macro view
Examine enterprise level processes/workflows
View digitization / description / access / preservation as one flow

12. End-to-End Sequence PLAN DESCRIBE MANAGE/ ACCESS PRESERVE Consulting
Training
Digitization
DSpace
Islandora
Hydra
ChronAm
ASpace
CSpace
Archivematica
Fedora

13. After Further Review ………
End-to-End seemed a little too linear
Suggests a single process with a beginning and end
Instead, we were seeing interactions between platforms of all kinds
Integrating in almost every fashion
Multiple entry points
So, our thinking progressed to first, a triangle

14. ArchivesSpace Islandora Archivematica Three-System Triangle Drexel
Univ. of Michigan
Islandora
Archivematica
Archidora

15. This was still only three platforms
But …..
This was still only three platforms
So, we put this approach together with the End-2-End model…..
And developed our Circle

16. Islandora / DSpace / Hydra Fedora / DuraCloud
The Continuous Circle
Consulting
Training, Curation, Digitization
Plan
ASpace / CSpace
Catalog, finding aids
Inter-operability
Standardization
Describe
Access
Common data models
Islandora / DSpace / Hydra
Digital repositories
Preserve
Fedora / DuraCloud
Permanence

17. Email john.herbert@lyrasis.org michele.kimpton@lyrasis.org
please contact us for more info.
Phone x2909