1. Co-ordinated by aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 OAIS Extensions within the Archive-Centric Information Lifecycle Matthias Hemmje – FTK APARSEN-EGI-Community-Forum Training on Data Preservation, May, 22.05.2014

2. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Understanding Distribution of and Value/Impact Generation in DP Infrastructures Revisiting Societal Vision and Technological Barriers in the Macro Environment Supporting Technology Trends & Drivers in the Macro Environment How does OAIS enable Valorzation, i.e., transfersal Impact Generation? OAIS Extensions within the Archive-Centric Information Lifecycle Exemplar Valorization Scenarios Successful Reference Innovation

3. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Revisiting Societal Vision and Technological Barriers in the Economic Macro Environment

4. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 “Without a collective memory, we are nothing, and can achieve nothing. It defines our identity and we use it continuously for education, work and leisure” “The Internet is the most powerful new tool we have had for storing and sharing information since the Gutenberg press, so let’s use it to make the material in Europe’s libraries and archives accessible to all” Viviane Reding “European cooperation is an obvious necessity in this field: it is about ensuring preservation and access to our common cultural heritage for the future generations” Jan Figel What is the Societal Impact Vision behind the VCOE? Collective Memory – European Commission (2006)

5. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 What is the Societal Impact Vision behind the VCOE? (II) Collective Memory & E-Infrastructures – EC Impact is ROI It is worth highlighting the intentions of EC to secure the value of investments already made into e-Infrastructures This will, amongst other measures, be achieved by means of funding DP and PI deployments These are intended to act as insurance policies for scientific production. In consequence, transversal outreach, take-up and re-use into Scientific Communities, Public Infrastructures (e.g. Memory Institutions), and Industrial Innovation is aimed at as major impact potentials

6. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 The concept of a (Digital) Collective Memory has been used to describe the convergence of libraries, museums, archives and collections of all kinds including those of private citizens. Especially in Europe the connection of Collective Memory with its Cultural Heritage has been recognized and played an important role in interdisciplinary research in FP7. Technical Challenges - Appraisal, Assembly, Packaging, Ingest - Archival and Storage, Administration and Preservation - Classification, Indexing, Information Retrieval, and Access - User Interfaces and Presentation - Content Adaptation, Dissemination and Re-use What barriers to overcome in enabling this Impact Vision? Collective Memory – ICT Context

7. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 How does OAIS enable Valorization, i.e., transfersal Impact Generation?

8. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Where is the business value and impact generated? Collective Memory – Is the Impact Vision „just“ an OAIS?

9. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Looking at OAIS we have… - a very high level conceptual model of the DP domain Currently support for the explicit management of - Static DP processes - Static, homogeneous information object, media and information package types So far no support for the explicit management of production cost vs. re-use value, i.e., no management of Return on Investment (ROI) So far no support for managing producer consumer (business) relationships! Properties of OAIS regarding valorization? Collective Memory – Archival & DP Return On Investment

10. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Supporting Technology Trends and Drivers in the Macro Environment

11. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 t Traditional Information and Publication Next-generation Knowledge Products & Services Online Digital Libraries WWW, Internet Technology, Document formats for online publication Today Service-oriented architectures, Grid&Cloud infrastructures, semantic technologies, digital library and collaboration services Enabling Technologies CWEs Global & EfficientAccess Virtual DLs e-Infrastructures CollectionAccessPreservation Sem. Webs OAIS Extension opportunities supporting valorization? Technology Trend (I): Web 2.0 and Semantics

12. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Idea - Worldwide usage of resources (computational / storage, services) - Born from the scientific requirements on huge amounts of storage and computational resources Vision - Consume DP resources from the internet as easy as storage and processing from grids and clouds Advantages - Dynamic allocation of resources - Cross-organizational resource sharing - Resource owner still have full control - Security infrastructure OAIS Extension opportunities supporting valorization? Technology Trend (II): Resource Virtualization

13. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Service Broker Service Provider Service Requestor Find Bind Publish Service Description Service Description Service OAIS Extension opportunities supporting valorization? Technology Trend (III): Service-oriented Architectures

14. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Distributed, i.e., Virtualized approaches to Digital Preservation Infrastructure support - High Volume, High Throughput, Resource on Demand - Distributed Curation of Dynamic and Volatile Digital Content - Keeping track of Evolving Meaning in Production, Archival and Usage Context of Digital Content - Safeguarding Integrity, Authenticity and Accessibility over time - Distribution models enabling distributed, i.e., service- oriented approaches to Digital Preservation OAIS Extension Opportunities regarding valorization? Summary of Opportunities in Virtualized DP Infrastructures

15. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 OAIS Extensions within the Archive-Centric Information Lifecycle

16. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Distribution, Processes and Integration of Archive Systems Creation Assembly Archival Reuse Adoption Ingest Access Production of new digital objects Use according to original purpose Archival often right after creation, in parallel to use Appraisal of objects relevant for archival Compilation and enrichment of objects to preserve Creation of Submission Information Package (SIP) Life-time of objects inside archive Often, perpetual activity Enable use by designated community Management of Archival Information Packages (AIP) Receiving and Examination of Dissemination Information Packages (DIP) Adaption and integration of digital objects into working environment Recontextualize digital objects and accompanying information for prospective reuse Exploitation of digital object by consumer Often re-purposing of digital objects Potential outcome Creation of new digital objects Revision of digital objects Extension or update of metadata Annotation Conceptual Background – Archive-centric Information Lifecycle Extending OAIS with pre-ingest and post-access valorization

17. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Exemplar Valorization Scenarios in Science with the Memory Institutions Segment „BOOKLIKE PUBLICATION“ SCENARIO

18. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Exemplar Valorization Scenarios in Science with Memory Institutions: Indexing and Cataloguing of Publications

19. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6  Ingest, archival and use of book-like publications  Metadata validation and conversion  Generation of additional metadata and URN  Cataloguing publication  Generation of Information Packages  Archival and retrieval of archived objects  Data created for book-like publications  Bibliographic Metadata  Technical Metadata  Structural Metadata  Authority Files  URN  Comment and Analysis  METS file containing metadata  Archival (AIP) and Dissemination (DIP) Information Packages  Producers, preserver and user of book-like publications  Publisher, Universities  Deposit library  End-User (Researcher) Stakeholders Workflows Content Operationalization  Archival of digital scientific publications Exemplar Valorization Scenarios in Science with Memory Institutions – Depot Libraries Segment

20. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 „DIGITIZATION“ SCENARIO Brief Introduction to the Exemplar Valorization Scenariosin Science with Memory Institutions – Digitization Centre Segment

21. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Exemplar Valorization Scenarios in Science with Memory Institutions: Manual Digitization of Sensitive Books

22. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Exemplar Valorization Scenarios in Science with Memory Institutions: Automated Digitization of Sensitive Books

23. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Exemplar Valorization Scenarios Memory Institutions: Digitization Centres Segment

24. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6  Data  High-quality TIFFs  Karge volumes  Optional fulltext in TEI  Upcoming standard: JPEG 2000  Metadata  Mets file including  Descriptive metadata  Structural metadata  Scholars  Digitization Center  Library  Archival of Digitization material  Integration into Digitization workflow Stakeholders Workflows Content Operationalization  Semi-automatic  Selection  Production  Quality Control  Metadata Capture / Indexing  Providing access  Preserving (incl. format migration) Exemplar Valorization Scenarios for Memory Institutions –Digitization Centres Segment

25. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Exemplar Valorization Scenarios with Industry – Scientific Publishing & Conference Organizers (PCOs) „SCIENTIFIC PUBLISHING“ SCENARIO

26. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Exemplar Valorization Scenarios with Publishers: Scientific Conferences and PCO Segment

27. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Exemplar Valorization Scenarios Publishers: Scientific Conference and PCO Segment

28. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Audio/ Video and Multimedia Content e.g. talk capture with presentation slide synchronization So-far Unpublished Content e.g. posters and presentation slides Annotations e.g. reviews and opinions Exemplar Valorization Scenarios Publishers: Scientific Conference & PCO Segment

29. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Net Publications and Electronic Publications E.g. abstract book Unbundling and Smaller Units E.g. single abstracts and articles Interlinking E.g. citations, alternative representations, similar works Cross Media Publishing E.g. net publication, ebook and interactive programme on the web Exemplar Valorization Scenarios Publishers: Scientific Conference & PCO Segment

30. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Exemplar Valorization Scenarios Publishers: Summary Scientific Conference Segment

31. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Level 2 GOME Satellite instrument data PARSE.Insight and SCIDIP-ES Successful Reference, i.e., Pilot Innovation Projects Domain: Earth Sciences, Exemplar Roadmapping & Innovation

32. aparsen.eu #APARSEN Co-funded by the European Union under FP7-ICT-2009-6 Prof. Dr.-Ing. Matthias L. Hemmje APARSEN Stream Leader Sustainability Member of the Executive Board mhemmje@ftk.de FTK Research Institute for Telecommunication and Cooperation e.V. Martin-Schmeißer-Weg 4 D-44227 Dortmund Germany Thanks for your attention Any Questions?