1. Digital Preservation MetaArchive Cooperative

3.  9:00-9:45 - Session 1: Digital Preservation Overview  9:45-11:00 - Session 2: Policy & Planning Overview  11:00-11:20 - Break  11:20-12:20 - Session 3: Implementing Policies & Solutions  12:20-12:30 – Q & A  12:30-4pm - Lunch & Post-Workshop Informational Meeting 3

4.  How do you start a digital preservation policy development initiative?  Who are the key people in your institution to inform and involve?  What are the basic components of a strong digital preservation policy?  What role do campus/institutional stakeholders play in your policies?  How might institutional values impact policy creation? 4

5. Session 1

6. 1. What is Digital Preservation? 2. A Look at Trends in Digital Preservation The Goal: To understand the evolving landscape of digital preservation requirements and consider the potential investments needed for developing a policy-driven approach to digital preservation. 6

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8. Not to be confused with digitization 8

9. More than a simple back-up strategy 9

10. Not as simple as storing things in the Cloud Though Amazon, Microsoft, Google and now Apple would like you to think so 10

11. Not an archiving system 11

12.  There has been lots of research into how to preserve digital formats and the applications that create and maintain them.  There have been lots of debates about significant properties and acceptable loss.  Still a lot of research to do, and issues to discuss.  But one thing is clear… 12

13. …there is no single solution. 13

14. Ingest Format Validation Audit Storage Fixity Checking Geographic Replication Access Repair Data Wrangling Metadata Testing Trust Rights “The series of managed activities necessary to ensure continued access to digital materials for as long as necessary.” - Definition from Digital Preservation Coalition 14

15. Quick question? 15

16.  Centralized & Distributed Preservation  Full & Bit-level Preservation  Preservation Metadata  Open Source Solutions  Focus on Economies of Scale and Benefits  Roles & Responsibilities  Sustainability  Standards and Auditing Metrics 16

17.  Centralized Preservation:  Preservation activities managed by a single institution  Examples: ▪ Library of Congress - Chronicling America ▪ FCLA Florida Digital Archive – DAITSS ▪ OCLC Digital Archive  Distributed Preservation:  Preservation activities managed by multiple institutions replicating and/or geographically locating collections  Examples: ▪ LOCKSS ▪ MetaArchive Cooperative ▪ Chronopolis ▪ DuraCloud 17

18.  “Full” Preservation  Focuses heavily on format migration and normalization (may still preserve the original) ▪ Highly concerned with monitoring and intervening against format obsolescence up-front  Bit-level Preservation  Focuses primarily on preserving the original bits ▪ Not opposed to format migration but avoids monitoring up-front and cites long-lived support or convertability of the majority of formats  Many archives doing a bit of both  Somewhat of a false dichotomy 18

19.  PREMIS  Intellectual Entities (books, articles, databases)  Objects (files, bitstreams, formats)  Agents (people, organizations, software)  Events (actions involving Agents & Objects)  Rights (permissions)  Metadata standards are always under development – weigh issues of adoption seriously 19

20.  Open source is a well recognized best practice at this point – real question is: How open?  Why Open source?  Avoiding proprietary solutions can guard against dependencies and sudden loss  Open source formats and technologies maximize communities of support and ensure flexibility and long-lived solutions  Open source approaches dramatically reduce technology costs and can lead to building of expertise 20

21.  Digital preservation needs are great and digital preservation can be costly  Blue Ribbon Task Force on Sustainable Digital Preservation and Access  Economies of scale can reduce staff costs  Focus on communicating the benefits to the institution aids in selection and prioritization ▪ Prioritization crucial for offsetting costs ▪ Define the institutional value of your assets  You don’t have (shouldn’t try) to save everything! 21

22.  Partnering with other institutions to preserve content is becoming more popular  Sharing resources and expertise reduces costs  Maintains control over institutional assets rather than handing over responsibility to third parties  Consumers also becoming Producers and Preservers of digital assets  Modularizing the chain of preservation activities (ingest, storage, dissemination)  Microservices and interoperability 22

23.  Many grant-funded projects are short-lived or narrowly focused  Institutions have been pressured to just enter the game and hope for the best  Diverse revenue streams becoming essential  Emphasis on collaboration  Promoting self-sustaining cost models 23

24.  Trustworthy digital repositories!  Reference Model for an Open Archival Information System (OAIS) - 2002  Trusted Repositories Audit & Certification (TRAC) – 2007  Metrics for Digital Repository Audit & Certification – soon to be an ISO standard 24

25. Time for one or two quick questions… 25