1. ArchivesSpace: Next Generation Archives Management System Bradley Westbrook ArchivesSpace Program Manager 23 September 2013

2. PROJECT OVERVIEW

3. software that provides integrated support for the archival workflow, including appraisal, accessioning, description, arrangement, publication of finding aids, collection management, and preservation (Lisa Spiro, Archival Management Software: Report for CLIR, 2009 http://www.clir.org/pubs/reports/spiro) Archives Management System

4. A project instigated and funded by the Andrew W. Mellon Foundation for integrating the best qualities of Archon and the Archivists’ Toolkit into a “next generation” archives management tool Requires developing a sustainable partnership and community to support and foster the growth of the software A community effort, led by the libraries of New York University, the University of Illinois at Urbana- Champaign, and the University of California, San Diego Three phases: planning, development, and transitioning ArchivesSpace: The Project

5. Steering Group: Luc Declerck, David Millman, Beth Sandore, with Robin Dale Technical Architect: Mark Matienzo Development Manager: Katherine Kott Stakeholder Team: Mark Matienzo (Product Owner), Chris Prom, Kyle Rimkus, Scott Schwartz, Annie Ross, Brad Westbrook (Archivists/Business Analysts), Joe Pawletko (Technical Advisor) Development Team (Hudson Molonglo): James Bullen, Mark Triggs, Payten Giles, Brian Hoffman Testing and Release Team: Sai Tadikonda, Brian Tingle, Adrian Turner (CDL); with Hudson Molonglo, Mark Matienzo, and Katherine Kott Migration Team: Joe Pawletko (NYU), Nathan Stevens (AT), Chris Prom (Archon) plus Stakeholders and UIUC programmers Multi-Faceted Project Team

6. Phase 1: Planning Fall 2009-Winter 2011 Technical planing –Functional requirements (archivesspace.org/documents/AT Archon HiLevel Reqs-- FINAL--2010127.pdf)Functional requirements –Application specifications (archivesspace.org/documents/Accession Specification-- FINAL--20100421.pdf)Application specifications –Architecture (archivesspace.org/documents/ArchivesSpace_Technical_ Architecture_Report-FINAL-07302010.pdf)Architecture Business planning –Community Survey (www.chrisprom.com/stats.html)Community Survey www.chrisprom.com/stats.html –Contracted consultant –Drafted Charter for product governance

7. Phase 2: Development: July 2011-Fall 2013 Basic front & back end infrastructure (July/Aug) API, record edit, authentication, general import/export (Sept/Oct) Workflow, search, EAD import/export (Nov/Dec) All required import/export, UI templating & customization (Jan/Feb) Repository management workflow, user management workflow, reporting (Mar/Apr) Full application testing, beta release (May/June)

8. KEY FACTS

9. Requirements Java 1.6 or higher; Java 1.7+ recommended MySQL (not required, but strongly recommended for production use) At least 512 MB RAM allocated to the application ArchivesSpace has been tested on Linux (Red Hat and Ubuntu), Mac OS X, and Windows.

10. Supported Browsers BrowserBronze SupportSilver SupportGold Support Internet Explorer 6-7 YesNo Internet Explorer 8+ Yes No Firefox 7 and below Yes No Firefox 8+Yes ChromeYes Safari 4YesNo Safari 5+Yes

11. Technology JRuby, Sinatra, Rails jQuery, Twitter Bootstrap JSON, MySQL, Derby, Solr RSpec, Selenium, SimpleCov Git, Ant

12. Architecture Backend application takes care of data persistence and presents a RESTful API Frontend applications present user interfaces and exchange JSON data with the backend via the API Shared libraries for consistent and efficient handing of operations on JSON data objects An indexer ensures that as data changes it is accurately reflected in the search indexes

13. Standards Compliant Content standards: ISAD(G), DACS, ISAAR-CPF Data format standards: –Collections: EAD, MARCXML –Dig. Objects: METS (MODS/DC, PREMIS Tech/Rights), MARCXML, MODS, DC –Agents: EAC

14. ArchivesSpace 1.0 Features Accession management Multilevel archival description with rapid data entry, with drag and drop user interface Digital object metadata management Relationships between records Location management Event records for preservation /collection management actions* Authority control for people, corporate bodies, families, subjects, classifications, software Public discovery interface* Import and export of EAD and MARCXML; import of CSV; export of MODS, METS, & DC Support for multiple repositories and multi-tenancy* REST API* Full-text search* Plugin architecture Controlled value lists Configurable permission “groups”* LDAP authentication*

15. ONE APPLICATION, TWO INTERFACES

16. Public Interface

19. Staff Interface

20. Primary Modules

21. Accessions

22. Resources

23. Digital Objects

24. Subjects

25. Agents

26. Browsing

27. Importing

28. ArchivesSpace Sandboxes Public interface: http://alpha.archivesspace.org:8081/ http://alpha.archivesspace.org:8081/ Staff interface: http://alpha.archivesspace.org/ http://alpha.archivesspace.org/ –Username: “admin” –Password: “admin”

29. BUILDING COMMUNITY

30. Organizational Home

31. Membership Model –Sliding scale membership fees –Intended to permit representation from a broad variety of archives types and sizes –Enrollment of general members has started –To request to become a member, contact Brad Westbrook, ArchivesSpace Program Manager (brad.westbrook@lyrasis.org or ArchivesSpaceHome@lyrasis.org)brad.westbrook@lyrasis.org ArchivesSpaceHome@lyrasis.org General membership brochure: http://www.archivesspace.org/brochures/membership http://www.archivesspace.org/brochures/membership

32. Fee Structure

33. Membership Benefits Access to user instruction manual, video tutorials, help support Request new features Participate in governance groups Persistent application and community

35. 54 Charter Members American Congregational Association’s Congregational Library Arizona State University Boston City Archives and Records Brigham Young University Brooklyn Historical Society Library and Archives Claremont Colleges Library Clemson University Clerics of St Viator College of William and Mary Columbia University Creighton University Duke University Eastern Michigan University Getty Research Institute Harvard University Indianapolis Museum of Art Library and Archives Institute for Advanced Study [Shelby White and Leon Levy Archives Center] Johns Hopkins University Litchfield Historical Society Luther College Massachusetts Institute for Technology Mennonite Church USA Archives Michael Feinstein Great American Songbook Initiative Michigan State University Mississippi State University Mojave Desert Heritage and Cultural Association National Library of Australia New York Public Library

36. New York University Northwestern University Pennsylvania State University Princeton University Purdue University Rockefeller Archive Center Santa Ana Public Library Smithsonian Institution Stanford University Texas A&M University University of California, Berkeley University of California, Irvine University of California, Los Angeles University of California, San Diego University of Houston University of Illinois at Urbana- Champaign University of Iowa University of Kentucky University of Maryland University of Michigan University of Minnesota University of North Carolina at Charlotte University of Richmond University of Tennessee University of Virginia University of West Florida Yale University

37. Governance Structure/Groups –Board of Trustees (5 elected seats) –User Advisory Council (10 appointments) –Technical Advisory Council (10 appointments) Governance brochure (http://www.archivesspace.org/wp- content/uploads/2013/07/ArchivesSpace_ Governance_Brochure_20130715.pdf)http://www.archivesspace.org/wp- content/uploads/2013/07/ArchivesSpace_ Governance_Brochure_20130715.pdf

39. Staffing Program Manager, hired June 1, 2013 Developer, under recruitment Diverse LYRASIS staff: –Website design and development –Members tracking and accounting –IT and communications support

40. Resources ArchivesSpace website: http://www.archivesspace.org/ http://www.archivesspace.org/ ArchivesSpace FAQ: http://www.archivesspace.org/wp- content/uploads/2013/07/ArchivesSpace_FAQ_20130717v2-1.pdf http://www.archivesspace.org/wp- content/uploads/2013/07/ArchivesSpace_FAQ_20130717v2-1.pdf ArchivesSpace membership brochure: http://www.archivesspace.org/wp- content/uploads/2013/04/ArchivesSpace-Inline-Brochure.pdf http://www.archivesspace.org/wp- content/uploads/2013/04/ArchivesSpace-Inline-Brochure.pdf ArchivesSpace governance brochure: http://www.archivesspace.org/wp- content/uploads/2013/07/ArchivesSpace_Governance_Brochure_20 130715.pdf http://www.archivesspace.org/wp- content/uploads/2013/07/ArchivesSpace_Governance_Brochure_20 130715.pdf

41. Questions?