1. ERPANET. IFLA Presentation, 6 August 2003. Berlin Seamus Ross (HATII, University of Glasgow) IFLA Berlin 2003 Digital Preservation – An Introduction to ERPANET

2. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET works to enhance the preservation of cultural and scientific digital objects through raising awareness, providing access to experience, sharing policies and strategies, improving practices, and stimulating research. erpanodes erpaworkshop erpatrainin g erpaassessment s erpaadvisory erpatools

3. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 3 The Project Nodes The Humanities Advanced Technology and Information Institute (HATII) Schweizerisches Bundesarchiv Nationaal Archief van Nederland Institute for Archival and Library Science (Universit à degli Studi di Urbino)

4. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 4 erpaSTAFF Directors: One in each node Coordinator: Based in Glasgow Editors: One in each node. Advisory Committee: to ratify and ensure consistency of direction

5. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 5 Advisory Committee Ulf AndersonAstraZeneca (Sweden) Costis DallasCriticalPublics (Greece) Margarita Vázquez de Parga Informática El Corte Inglés (Spain) Robin DaleResearch Libraries Group (US) Paul FianderBritish Broadcasting Corporation (UK) Kevin AshleyUniversity of London Computing Centre Peter Holm Lingaard TV2 (Denmark)

6. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 6 Organisations Need Help Off-the-shelf policy statements Business cases & strategies Digestible guidance on technologies and their preservation implications Improved models (reference, costs, standards, functional requirements) Simple Guidelines on digital survival Guidance on creating data repositories IPR support and guidance

7. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 7 OBJECTIVES Thematic Workshops & Seminars Exploring core topics with experts and specialised institutions Increasing the level of awareness within the communities of digital information providers, practitioners, experts and preservers Developing basic recommandations in the areas subject to detailed analysis Providing documentation of new research directions and results Provide skills development opportunities to the community

8. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 8 WORKSHOPS CONTENT 2002-2003 Workshops & Seminars, June 2002 – June 2003 – Digitisation, Conservation and Quality Control (Toledo, 23-25 June 2002) –XML for digital preservation (Urbino, 9-11 October 2002) –Introduction to the OAIS Model (Copenhagen, November 2002) –Preservation Policy and Procedures (Fontainebleau, January 2003) –Long term preservation of databases (Bern, April 2003) –Preserving the Web, (Kerkira, May 2003)

9. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 9 WORKSHOPS & SEMINARS Workshops & Seminars, August 2003 – January 2004 –Getting What You Want, Knowing What You Have, and Keeping What you Need: Metadata in Digital Preservation, (Marburg, September 2003) –ERPANET ‘DSpace’ Installation Workshop, (Glasgow, September 2003) – Digital repositories: audit and certification, (Rome, November 2003) –Preservation of Scientific Data Sets (Lisbon, December 2003)

10. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 10 BENEFITS of Workshops & Seminars Creation of authoritative sources of information that can be applied to a variety of circumstances Promotion of a forum for information and preservation professionals that can be extended into their own and other communities Exchange of experiences, both in the case of success and in the case of failures and problems

11. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 11 Information Building: Objectives Identify and evaluate information resources Review and appraise projects (EU, NSF and others) Monitor new ICT industry Bulletins and up-dating services Develop and promote digital preservation charter

12. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 12 Criteria for Information RELEVANT CONTRIBUTION UNIQUE LANGUAGE BENEFITS DYNAMIC CRITICAL

13. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 13 Content Development Instruments Literature Evaluation Mechanisms Commentaries Case Study Instrument Case Study Report Evaluation of erpaEvents Workshop Reports Confidentiality Agreements

14. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 14 Current situation Digital Preservation Charter (several versions) –Acquire support for the Digital Preservation Charter First set of commentaries available (200+) Identification of key documents/projects ongoing

15. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 15 What benefits of value? Commentaries on relevant multilingual sources Through the commentaries acquiring better insight in areas A model for identifying actors and responsibilities (in Charter) Identification potential research issues

16. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 16 erpaAdvisory Provides the Community with access to answers to digital preservation expertise Building a Resource of Authoritative Answers to Digital Preservation Questions –a database of frequently asked questions with answers Making accessible examples of best practice (demo)

17. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 17 erpaCOMMENTARIES Authoritative online information services on Digital Preservation –Analytic Reviews of published and online literature including assessment of 100 journals –Assessment of technical guidelines and relevant standards –Projects reviewed

18. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 18 erpacharter Better management of risk Common Framework for benchmarking digital access and preservation practice Platform for sharing knowledge (e.g. practices, methodologies, typologies, eval. Criteria) Mechanism for measuring competitive advantage. Unlocking e-value of intellectual capital Achieve synergy and avoid redundancy Optimise the quality and quantity of interactions between players in the digital object chain (DOC)

19. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 19 Case Studies and Tools Develop best practice case studies Develop reference models (DOC) Suite of tools, guidelines and instruments Develop other services –erpaAdvisory –Web-based delivery of information, tools, etc. –Bulletin Board and lists

20. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 20 erpaTools Year 1 Tools –Policy Building Framework –Costing Digital Preservation Strategies –Digital Object Risk Management Methods –Selecting Technologies

21. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 21 Case studies in public and private sectors Geographical spread and organisation size Outcomes: –Vertical View: reviews of how different sectors approach digital preservation –Horizontal View: looking across a range of topics what are best practices across domains. erpa studies

22. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 22 The Problem Planning stage progressed slowly More Complex than we imagined Labour intensive Difficulties obtaining successful targets –at the mercy of companies who pull out Lower throughput than we imagined Lower quality results than we imagined

23. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 23 Researching what? Assessment of the Sectoral Exposure Sectoral Awareness and Investment Policy Building Strategies Risk Perception & Management Mechanisms for Compliance & Audit Cost-Benefit Rationalisation Technologies erpa studies

24. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 24 erpa studies Basic results Illustrate methodologies and practices Provide a basis for establishing practical guidelines Increase awareness Stimulate sharing of information and experiences

25. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 25 The Instrument (1) Administrative Section Perception and Awareness of Digital Preservation Understanding How Digital Preservation Affects Your Organisation Actions Taken: Policies, Strategies, Standards and Practices Developed Monitoring of Actions Future Requirements

26. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 26 The Instrument (2) ‘Actions taken’ subsections Policies, Strategies, and Standards Selection of Digital Information for Preservation Preservation of Digital Information Storage of Digital Information Access to Digital Information Digital Preservation Costs

27. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 27 erpa studies Research by Questionnaire 10 companies per case study 3 people in each company –Business Manager –IT Manager –Archivist

28. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 28 erpa studies Questionnaire split into: –perception and awareness of digital preservation; –understanding how digital preservation affects the organisation; –actions taken; –monitoring of actions; and –future requirements.

29. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 29 erpa studies ROUND 1ROUND 2ROUND 3 PublishingRetailAutomotive TelecommunicationsArchitectureTrain traffic control PharmaceuticalsAerospaceInsurance BroadcastingEntertainment (film) Air traffic control Transition to Focus Case Studies in 2003-4

30. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 30 erpa studies RESULTS Types of data (very different) Increasing amount of info Awareness of issues (varying) No authoritative sources of info

31. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 31 Quality Assurance Quality ensures the success of ERPANET Content Editor Second Content Editor Local Director Coordinator & Principal Director Publication 2 1 3 4 5 6

32. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 32 Participation Procedures Consortium Agreement Participant Protocol –Partner –Participant –Registered user –Non-registered user

33. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 33 Access Rights PARTNER PARTICIPANT REGISTRANT NON- REGISTRANT ACCESS

34. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 34 New Services -- ERPAePrints Ensuring long term accessibility to digital preservation literature, both gray and published Creating a single point of accessibility Better profiling the literature

35. ERPANET. IFLA Presentation, 6 August 2003. Berlin ERPANET--Seamus Ross (IFLA 2003) 35 For our products, information and registration: www.erpanet.org Coordinator@erpanet.org / Director@erpanet.org