Sustainable Preservation Services for Archivists through Distributed Custody Caryn Wojcik State of Michigan Records Management Services

NHPRC Issued a Call… Design a digital preservation service with a business model for the archival community Design a digital preservation service with a business model for the archival community Fill the needs of archival repositories that cannot build and sustain their own electronic records archive Fill the needs of archival repositories that cannot build and sustain their own electronic records archive

DCAPE Project Distributed Custodial Archival Preservation Environments Distributed Custodial Archival Preservation Environments Project was funded by NHPRC in 2008 (RE ) Project was funded by NHPRC in 2008 (RE ) Officially started in December 2008 Officially started in December 2008 Project will run for 2 ½ years Project will run for 2 ½ years

What is Distributed Custodial Preservation? Physical custody of archival collections is distributed outside of the archival repository to a trusted preservation service Physical custody of archival collections is distributed outside of the archival repository to a trusted preservation service Archival repository retains legal custody Archival repository retains legal custody Archival repository remains responsible for archival functions, including preservation and access Archival repository remains responsible for archival functions, including preservation and access Access to collections is controlled by archival repository Access to collections is controlled by archival repository

DCAPE Partners 28 people across 9 institutions and 4 staff at UNC, for a total of 32 participants 28 people across 9 institutions and 4 staff at UNC, for a total of 32 participants Cultural Entity: Getty Research Institute Cultural Entity: Getty Research Institute Cyberinfrastructure: West Virginia University, Carleton University (Canada) Cyberinfrastructure: West Virginia University, Carleton University (Canada) State Archives: California, Kansas, Michigan, Kentucky, North Carolina, New York State Archives: California, Kansas, Michigan, Kentucky, North Carolina, New York State Library: North Carolina State Library: North Carolina University Archives: Tufts University Archives: Tufts UNC: Center for Data Intensive Cyber Environments (DICE), School of Information and Library Science (SILS), Renaissance Computing Institute (RENCI) UNC: Center for Data Intensive Cyber Environments (DICE), School of Information and Library Science (SILS), Renaissance Computing Institute (RENCI)

DCAPE Goals Build a preservation environment that meets the needs of archival repositories for trusted archival preservation services. Build a preservation environment that meets the needs of archival repositories for trusted archival preservation services. Services are based on policies (“rules”) that are defined by the archivist Services are based on policies (“rules”) that are defined by the archivist A series of rules might “look” like this: A series of rules might “look” like this: When files are ingested, replicate them in three different locations and run a checksum on each file. Bit-check files every month. Send an alert about any changes to the files. When files are ingested, replicate them in three different locations and run a checksum on each file. Bit-check files every month. Send an alert about any changes to the files.

DCAPE Goals The trusted digital repository infrastructure will be assembled from state-of-the-art rule-based data management systems, commodity storage systems, and sustainable preservation services. The trusted digital repository infrastructure will be assembled from state-of-the-art rule-based data management systems, commodity storage systems, and sustainable preservation services. The software infrastructure will automate many of the administrative tasks associated with the management of archival repositories. The software infrastructure will automate many of the administrative tasks associated with the management of archival repositories. Tasks will include: authentication, replication, migration, obsolete file management, preservation metadata management, etc. Tasks will include: authentication, replication, migration, obsolete file management, preservation metadata management, etc.

Project Tasks Execute service agreements between UNC and partners to govern use of the test collections. Execute service agreements between UNC and partners to govern use of the test collections. Define rules and services (organized according to the OAIS framework) for iRODS to perform on test collections. Define rules and services (organized according to the OAIS framework) for iRODS to perform on test collections. Ingest test collections into iRODS and validate the rules and services. Ingest test collections into iRODS and validate the rules and services. Develop business model (including costs) for sustaining a repository service based on iRODS. Develop business model (including costs) for sustaining a repository service based on iRODS. Develop model service agreements that define the standard and optional services of the repository. Develop model service agreements that define the standard and optional services of the repository.

Role of iRODS Preservation environment provides rule- based automation of archival functions (repeatable services) Preservation environment provides rule- based automation of archival functions (repeatable services) Standard and optional services will be available Standard and optional services will be available Shared service should reduce costs for each archival repository compared to the cost of building in-house preservation capabilities Shared service should reduce costs for each archival repository compared to the cost of building in-house preservation capabilities

DCAPE is More More than a storage service or environment More than a storage service or environment More than a reference tool More than a reference tool DCAPE will provide the capability for all archival repositories to fulfill their responsibility to preserve electronic records DCAPE will provide the capability for all archival repositories to fulfill their responsibility to preserve electronic records

DCAPE Interface Web-based, no software to download and upgrade over time at the client/user end Web-based, no software to download and upgrade over time at the client/user end Intuitive interface for archivists use without computer science experience Intuitive interface for archivists use without computer science experience Services developed by team to align with OAIS model and TRAC audit checklist Services developed by team to align with OAIS model and TRAC audit checklist