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Digital Curation: Fundamentals for Success Presenter: Kari R. Smith March 27, 2015 Milwaukee, WI ©2014 Society of American Archivists.

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Presentation on theme: "Digital Curation: Fundamentals for Success Presenter: Kari R. Smith March 27, 2015 Milwaukee, WI ©2014 Society of American Archivists."— Presentation transcript:

1 Digital Curation: Fundamentals for Success Presenter: Kari R. Smith March 27, 2015 Milwaukee, WI ©2014 Society of American Archivists

2 11 Curriculum and Certification Program offered by SAA: Foundational Courses—must pass 4 Tactical and Strategic Courses—must pass 3 Tools and Services Courses—must pass 1 Transformational Courses—must pass 1 Course examinations are administered online Digital Archives Specialist (DAS)

3 22 ■ Review definitions ■ Building Blocks for Digital Curation Programs ■ A break mid-morning and mid-afternoon ■ Lunch around 12:00 ■ End by 5:00pm Welcome and Today’s Overview

4 33 This workshop will review the concepts, principles and practices of digital curation necessary for effectively managing digital objects, including archival records, across generations of technology. This workshop is an foundational course. Suggested follow-on DAS courses include:  Digital Curation: Planning and Sustainable Futures  Electronic Records Management  Digital Archives and Digital Libraries Course Description

5 44 #1: Understand the nature of records in electronic form, including the functions of various storage media, the nature of system dependence, and the effect on integrity of records over time. #2: Communicate and define requirements, roles, and responsibilities related to digital archives to a variety of partners and audiences. #5: Plan for the integration of new tools or successive generation of emerging technologies, software and media. #7: Provide dependable organization and service to designated communities across networks. DAS Core Competencies Addressed

6 55 Understand the general scope of digital curation as an area of professional activity Explore relevant concepts for building sustainable digital curation programs Consider the components of digital curation Identify roles and responsibilities of a range of digital curation stakeholders Course Goals

7 66 “maintaining and adding value to a trusted body of digital information for future and current use” Active management and appraisal over entire life cycle Builds upon underlying concepts of digital preservation Emphasizes opportunities for adding value through annotation and continuing resource management Preservation is a curation activity - both are concerned with managing digital resources with no significant (or only controlled) changes over time Source: JISC Definitions: Digital Curation

8 7 + Original DCC definition, 2004 Data Curation Digital Preservation Digital Curation

9 88 “Active and on-going management of data through its life cycle of interest and usefulness to scholarship, science, and education…enables discovery, ensures quality, adds value, and provide for re-use over time” (University of Illinois at Urbana-Champaign) Predates the digital community Value-added steps by curators to enhance utility Intersection of data science (curators) and research (producers and consumers) Definitions: Data Curation

10 99 “the active management of digital content over time to ensure ongoing access” (National Digital Information Infrastructure and Preservation Program Library of Congress) Encourage quality creation by producers Document actions taken over the life of digital objects Ensure access over time  Handshakes across generations of technology  Proven technologies for preservation to contemporary for access Definitions: Digital Preservation

11 10 “the active management and preservation of digital resources…for current and future generations of users.”  Digital Curation Centre. “What is Digital Curation?” Adoption of the term “digital curation” reflects increasing confluence of several distinct communities  From Christopher A. Lee, DigCCurr Professional Institute “[Digital] Curation…requires a commitment to undertake duties of stewardship. However it should be noted that such a commitment is influenced by a complex array of factors including social, cultural, political, organizational, financial and legal as well as technical issues.”  Patel, Coles, Giaretta, Rankin, and McIlwrath, 2009 What Is Digital Curation?

12 11 Data Curation Data Management Digital Archiving Digital Libraries Digital Preservation Digital Stewardship Use the language of your audience What we do is as important as what it’s called Terms Related to Digital Curation

13 12 ■ Care of physical media ■ Data Management ■ Digital archiving ■ Digital forensics & data recovery ■ Management of information systems (MIS) ■ Standards development Activities Related to Digital Curation Source: C. Lee

14 13 ■ Art & museum curation ■ Biocuration ■ Institutional & manuscripts archivists ■ Lawyers & auditors ■ Librarianship (esp. digital) ■ Physical science data archives ■ Social science data archives Professions Related to Digital Curation Source: C. Lee

15 14 ■ Cyberinfrastructure and eScience ■ Hardware & software interoperability ■ Medical information (e.g. health records, imaging, informatics) ■ Research on documents & document-centric computing Research Related to Digital Curation Source: C. Lee

16 15 + Digital Curation Archival Records Electronic Records Management

17 16 1. Conceptual frameworks 2. Organizational infrastructure 3. Technological infrastructure 4. Resource framework 5. Policy framework 6. Roles & responsibilities 7. Stakeholders 8. Content characteristics 9. Standards 10. Holistic workflows 11. Strategy & planning 12. Outreach & advocacy 13. Ongoing evaluation Building Blocks for Digital Curation Programs

18 17 Community Documents and Standards Models  DPOE (Digital Preservation Outreach and Education)  Electronic Records Lifecycle Specification (ERLS)  DCC Curation Lifecycle Model  Digital Preservation Three-legged Stool (Kenney and McGovern, 2003) Standards  Trusted Digital Repositories 2002 (TDR)  Open Archival Information System (OAIS) Reference Model  ISO Trustworthy Digital Repositories Audit and Certification  Producer-Archives Interface Methodology Abstract Standard (PAIMAS) 1. Conceptual Frameworks

19 18 Identify the types of digital content you have Select the portion of your content to be preserved Store your selected content for the long term Protect your content every day & in emergencies Manage content across time & technologies Provide access to your digital content over time Digital Preservation Outreach and Education (DPOE) Model

20 19 Source: Robek et al., 1995 [reproduced Koiallka, 2003.] Electronic Records Lifecycle Specification (ERLS)

21 20 DCC’s Digital Curation Lifecycle Model

22 21 (how?) (what?) (how much?) Adapted from: Kenney and McGovern, 2003 (how?) (what?) (how much?) DPM Workshop’s Three-legged Stool

23 22 Best framework is 2002 Trusted Digital Repositories Best reflected in: o mission o policy development and implementation o long-term planning o institutional commitment o participation by Producers and Consumers 2. Organizational Infrastructure Adapted from: Kenney and McGovern, 2003

24 23 OAIS Compliance Administrative Responsibility Organizational Viability Financial Sustainability Technological and Procedural Suitability System Security Procedural Accountability Attributes of a TDR

25 24 Most comprehensive framework: Open Archival Information System OAIS is a combination of:  hardware and software  packaging and re-packaging  network, security, and services  functions and workflow  procedures, protocols, documentation  technical and curation skills 3.Technological Infrastructure Adapted from: Kenney and McGovern, 2003

26 25 OAIS Reference Model (high level)

27 26 ■ Archivematica ■ ArchivesSpace ■ BitCurator ■ TRAC review self-assessment tool (www.dpworkshop.org) ■ DRAMBORA ■ Duke Data Accessioner ■ POWRR, Preserving (Digital) Objects With Restricted Resources Current Tools (examples)

28 27 Several are in development  LIFE and LIFE2  The Keeping Research Data Safe (KRDS) Benefits Analysis Toolkit  4C Project Includes:  Staff, training, and development  Technology and related developments  Outreach and designated community support  Other digital object curation management 4. Resources Framework $$$$ Adapted from: Kenney and McGovern, 2003

29 28 5. Digital Curation Policy Framework ■ A policy framework to express the three-legged stool for your organization  Links to other policy documents and standards  Includes local definition of terms  Includes roles and responsibilities  And other components Adapted from: Kenney and McGovern, 2003

30 29 Builds Digital Curation Team – three legs Defines institutional commitment Demonstrates compliance – requirements Manages expectations – stakeholders Defines issues and challenges Raises awareness – timing Identifies roles and responsibilities Benefits of Developing Policies courtesy DPM workshop

31 30 Archival Storage ■ Collection Development ■ IP and Rights ■ Preservation Planning ■ Records Management Service Level Agreements Submission Agreements Technical Infrastructure  IT Environment  Disaster Recovery Preparedness  Discovery and Use Use Agreements Examples of Policy Areas

32 31 Effective collaboration requires the definition of roles  Define the Roles  Appoint people to the roles  Roles might include more than one person  One person might have many roles Role does not equal Job Description Be Clear of your Role during different phases of Digital Curation 6. Roles and Responsibilities

33 32 Capabilities for Digital Curation Roles Address legal issues Balance risks and costs Build/maintain registries Collaborate Define good practice Design object packages Develop competencies Develop polices Develop programs Develop workflows Devise strategies Enable interoperability Identify dependencies Invest in solutions Investigate problems Manage metadata Manage repositories Monitor technology Promulgate standards Raise awareness

34 33 Funders and broader community supporters Advocates Strategic decision makers Organizational direction setters High-level Administrators Users of Content Creators of Content 7. Stakeholders

35 34 Education  Training, Training, and More Training  In-Class and Online Modules  Annual Recertification  System template data entry practicum Community of Users/Liaisons  Members only spaces  Mailing lists  Listservs  Wikis  Blogs  Social media Raising Awareness

36 35 Message to the Masses Publications Annual Reports Brochures Flyers FAQs Presentations Press Releases Sales brochures Talking points White papers Recruit Advocates Best practices End user case studies Enlist stakeholders Satisfied content creators

37 36 Digital Objects have  Bit streams  Creators  Intellectual content  Rights  Technical specs  Uses  Associated metadata (descriptive, technical, administrative, structural, preservation) 8. Characteristics of Content

38 37 9. Standards (Relevant Examples)  PREMIS: Preservation Metadata Implementation Strategies, 2005 plus updates  TRAC: Trustworthy Repositories Audit and Certification, 2007 and ISO 16363: Holistic workflows 11. Strategy & planning  Preservation planning, self-assessment, external audits, and more 12. Outreach & advocacy  You will need to engage a variety of stakeholders at various points in the digital content lifecycle with various clear and terse messages 13. Ongoing evaluation  Assessment is the basis of self-understanding and improvement Building Blocks 9-13

39 WRAP-UP PLANS FOR TOMORROW A positive attitude toward change and a flexible response structure


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