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DigCCurr Professional Institute: Curation Practices for the Digital Object Lifecycle

DigCCurr Professional Institute: Curation Practices for the Digital Object Lifecycle. Digital Curation Program Development. Nancy Y McGovern Research Assistant Professor, ICPSR. Topics. Scope of a digital curation program Community context Three-legged stool for digital curation

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DigCCurr Professional Institute: Curation Practices for the Digital Object Lifecycle

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  1. DigCCurr Professional Institute: Curation Practices for the Digital Object Lifecycle Digital Curation Program Development Nancy Y McGovern Research Assistant Professor, ICPSR

  2. Topics • Scope of a digital curation program • Community context • Three-legged stool for digital curation • Stages of program development

  3. Program Scope Data CurationDigital Preservation + Digital Curation

  4. COMMUNITYCONTEXT

  5. Community Documents Trusted Digital Repositories: Attributes and Responsibilities (RLG/OCLC) http://www.oclc.org/programs/ourwork/past/trustedrep/repositories.pdf OAIS Reference Model (CCSDS) [ISO 14721] http://public.ccsds.org/publications/archive/650x0b1.pdf

  6. More Community Documents ISO Digital Archive Audit and Certification Working Group – public draft pending http://wiki.digitalrepositoryauditandcertification.org/bin/view Builds on: Trustworthy Repositories Audit & Certification (TRAC): Criteria and Checklist, 2007 http://www.crl.edu/content.asp?l1=13&l2=58&l3=162&l4=91

  7. The Three-Legged Stool for a Digital Curation Program Organizational Infrastructure Technological Infrastructure Resources Framework $$$$ Adapted from: Kenney and McGovern, 2003

  8. (how) (how much) (what) Adapted from: Kenney and McGovern, 2003

  9. Organizational Infrastructure • Best framework: TDR • Best reflected in: • mission • policy development and implementation • long-term planning • institutional commitment • participation by Producers and Consumers Adapted from: Kenney and McGovern, 2003

  10. Attributes of TDR • OAIS Compliance • Administrative Responsibility • Organizational Viability • Financial Sustainability • Technological and Procedural Suitability • System Security • Procedural Accountability

  11. Role of Policies Developing policies: • Defines institutional commitment • Demonstrates compliance • Manages expectations • Defines issues and challenges • Raises awareness • Identifies roles and responsibilities

  12. Policy Continuum Organizational High-level organizational policies Reflect the intentions of the organization Lower-level organizational policies Document the decisions of the organization Individual policy statements Regulate the actions of the organization Encoded policy statements Translate organization’s policies into actions Technological Source: McGovern, 2008

  13. TechnologicalInfrastructure • Most comprehensive framework: OAIS • Combination of: • hardware and software • packaging and re-packaging • network, security, and services • functions and workflow • procedures, protocols, documentation • technical and curation skills Adapted from: Kenney and McGovern, 2003

  14. OAIS Reference Model Source: version of high-level OAIS diagram designed for DPM workshop, 2003

  15. Avoid Technology Pogo Stick Source: McGovern, DPM Workshop, 2005

  16. ResourcesFramework $$$$ • No community-based articulation comparable to TDR or OAIS – yet… • Includes: • staff, training, and development • technology and related developments • outreach and designated community support • other Adapted from: Kenney and McGovern, 2003

  17. Blue Ribbon Task Force on Sustainable Preservation and Access

  18. LIFE² Cost Model

  19. Resource Planning Steps • Identify cost categories • Identify common cost centers • Calculate costs • Secure resources

  20. Secure Resources • Get additional funding • Recover costs • Reduce expenses • Reallocate

  21. Example: ICPSR Model …with virtually all activities tied to curation

  22. Connecting the 3 Legs Source: McGovern, 2005

  23. Transparency and Compliance … Source: McGovern, 2005

  24. Five Organizational Stages • Acknowledge:understanding that digital curation is a shared concern • Act:initiating digital preservation projects • Consolidate:segueing from projects to programs • Institutionalize:incorporating the larger environment and rationalizing programs • Externalize:embracing inter-institutional collaboration and dependency Source: Kenney and McGovern, 2003

  25. Stage 1: Key Indicators Source: Kenney and McGovern, 2003

  26. Stage 2: Key Indicators Source: Kenney and McGovern, 2003

  27. Stage 3: Key Indicators Source: Kenney and McGovern, 2003

  28. Stage 4: Key Indicators Source: Kenney and McGovern, 2003

  29. Stage 5: Key Indicators Source: Kenney and McGovern, 2003

  30. Using the Stages The 5 Stages: • identify steps for developing an organization’s digital (defines a maturity model) • provide a way of communicating about digital preservation development • enable measuring progress towards programmatic digital preservation goals Source: Kenney and McGovern, 2003

  31. Types of Planning and Review • Durable Access Planning (ongoing) • Self-assessment (internal process) • Audit (external review by peers) • Development plans (result of audit) • Certification (future option?)

  32. Source: DPM Workshop, 2003

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