1. The State of PREMIS Brian Lavoie Research Scientist OCLC lavoie@oclc.org PREMIS Implementation Fair San Francisco, CA October 7, 2009

2. Roadmap  PREMIS timeline  PREMIS 2.0  Current activities  State of PREMIS  Today’s agenda

3. PREMIS timeline 20092008 2007 2006 2005 2004 20032002 PREMIS Data Dictionary released Maintenance Activity formed PREMIS Working Group formed Metadata Framework For Digital Preservation PREMIS Editorial Committee formed PREMIS 2.0 released PREMIS Implementation Fair

4. PREMIS Data Dictionary 2.0  Original Data Dictionary released May 2005 “Frozen”: (no updates/changes) for an extended period Allow Dictionary to circulate Achieve critical mass of necessary revisions  Revision process: October 2006 – March 2008 Formation of Editorial Committee to manage revision Based on accumulated feedback through many channels (PIG list, conferences, tutorials, …) Open process  March 2008: PREMIS 2.0 released http://www.loc.gov/standards/premis/v2/premis-2-0.pdf

5. PREMIS 2.0: Major changes  PREMIS Data Model: Modified inter-entity relationships to be bi-directional; simplifies model; more flexibility in recording relationships  Rights entity: Modified to permit richer description of rights statements Expanded to 3 forms of IPR: copyright, license, statute  Significant properties & preservation level: Significant properties: structured description (facet/property) Preservation level (intensity): why, when, what context  Extensibility: Formal mechanism for extending PREMIS semantic units Applied new “extension container” as semantic component for seven PREMIS semantic units  http://www.dlib.org/dlib/may08/lavoie/05lavoie.html

6. After the revision: PREMIS activities  PREMIS & METS: Implementation Guidelines Use of PREMIS in METS profiles (forthcoming)  Understanding PREMIS: Priscilla Caplan (2009): Gentle introduction to the PREMIS standard Spanish and Italian translations  PREMIS in D-Lib Magazine (2008): PREMIS With a Fresh Coat of Paint Battle of the Buzzwords: Flexibility vs. Interoperability when Implementing PREMIS with METS Using METS, PREMIS, and MODS for Archiving eJournals Repository to Repository Transfer of Enriched Archival Information  Outreach: Tutorials in Berlin (Sept. 2008), Rome (Feb. 2009)  PREMIS conformance

7. Looking to the Future (circa 2006)  Basic questions (“what type”, “how much”) still unsettled … Digital preservation processes still not fully tested/understood Hard to judge effectiveness a priori Important to document and share practical experience  Workflows for preservation metadata … Tools to support automatic generation of preservation metadata (JHOVE, NLNZ tools) Tools should support formal metadata schemas (like PREMIS) Registries (PRONOM, GDFR)  Harmonization with other initiatives … Integrate PREMIS with other standards, technologies, best practices E.g., Z39.87, METS Not just standards, but integrated solutions  Division of labor … Efficient strategies for collecting preservation metadata: i.e., WHO and WHEN (Automatic Exposure project)

8. The State of PREMIS  de facto standard for preservation metadata  PREMIS implementations are appearing in many places, many contexts, many forms  Little consolidation of implementation experiences, issues, best practices, necessitating …  … a shift in focus from theory to practice, concepts to implementation, development to use

9. Today’s topics  PREMIS implementation with METS  Tools  Systems  PREMIS Data Model  Implementation case studies  Conformance & controlled vocabularies  Open discussion