1. DigCCurr Winter Institute January 7-8, 2013 Chapel Hill, North Carolina, USA DigCCurr Professional Institute Rachel Trent

2. 2 Re-introduction 2 NameRachel Trent Job TitleElectronic Records Archivist InstitutionState Archives of North Carolina DigCCurr Professional Institute

3. 33 What I planned to accomplish Complete 2-year Digital Preservation Plan (DPP); gain departmental approval of DPP Identify and document Cultural Resources’ preservation strategies and requirements for a full digital preservation management system How I saw myself carrying out your plan Identify current systems and system breakdowns through interviews with staff across 7 branches (e.g., who is managing digital records; what are their workflows; identify workflow problems) Identify digital preservation management requirements Draft policies for transfer of electronic records What resources I neededAccess to staff Time My expected challengesTime, existing departmental policies, resistance to change, competing unexpected tasks My six-month plan DigCCurr Professional Institute

4. 44 How I carried out the plan (or components of the plan) DPP completed and approved by State Librarian, State Archivist, and Department Secretary File Formats Transfer Policy, File Formats Retention Guidelines, Electronic Records Transfer Policy published Interviews conducted with staff from 4/7 branches DuraCloud testing (backups) ArchiveSocial testing (social media preservation) What changed about my plan Delayed DPP approval draft of digital preservation management system requirements not completed My biggest successesPolicy framework; internal outreach/education about digital preservation; understanding of current systems (diverse & formerly mutually-unaware) My biggest challenges Unexpected & time-consuming projects competed for time and attention Major institutional changes What I accomplished DigCCurr Professional Institute

5. 55 What I will accomplish by next January Identify organizational resources and negotiate prioritization of digital record preservation Publish system requirements document Identify and begin testing digital preservation management system tools How I will carry this out Increase internal IT support for open-source tools Complete current systems analysis and future systems requirement Secure funding and contracts for previously identified digital preservation tools What resources will be most helpful? Increase in staff; digital librarian IT support Budgetary stability What I expect to be the biggest challenges Budgetary changes Competing projects Future goals DigCCurr Professional Institute

6. 66 Areas of my plan that require collaboration Everything! Possibilities for collaborating within my institution DPP implementation: State Library Current systems analysis and identification of system breakdowns: all other State Archives units Identification of appropriate tools and acquisition of contracts: State Library Authentic transfer of digital public records: records management staff Outreach and education of state agency and local employees: records management staff & State Library Possibilities for collaborating with other Institute members Identification of tools Policy models Opportunities for collaboration DigCCurr Professional Institute