Understanding Distribution of and Value/Impact Generation in DP Infrastructures

1. OAIS Extensions within the Archive-Centric Information Lifecycle Matthias Hemmje – FTK APARSEN-EGI-Community-Forum Training on Data Preservation, May , 22.05.2014

2. Understanding Distribution of and Value/Impact Generation in DP Infrastructures • Revisiting Societal Vision and Technological Barriers in the Macro Environment • Supporting Technology Trends & Drivers in the Macro Environment • How does OAIS enable Valorzation, i.e., transfersal Impact Generation? • OAIS Extensions within the Archive-Centric Information Lifecycle • Exemplar Valorization Scenarios • Successful Reference Innovation

3. Revisiting Societal Vision and Technological Barriers in theEconomic Macro Environment

4. What is the Societal Impact Vision behind the VCOE?Collective Memory – European Commission (2006) “Without a collective memory, we are nothing, and can achieve nothing. It defines our identity and we use it continuously for education, work and leisure” “The Internet is the most powerful new tool we have had for storing and sharing information since the Gutenberg press, so let’s use it to make the material in Europe’s libraries and archives accessible to all” Viviane Reding “European cooperation is an obvious necessity in this field: it is about ensuring preservation and access to our common cultural heritage for the future generations” Jan Figel

5. What is the Societal Impact Vision behind the VCOE? (II)Collective Memory & E-Infrastructures – EC Impact is ROI • It is worth highlighting the intentions of EC to secure the value of investments already made into e-Infrastructures • This will, amongst other measures, be achieved by means of funding DP and PI deployments • These are intended to act as insurance policies for scientific production. • In consequence, transversal outreach, take-up and re-use into Scientific Communities, Public Infrastructures (e.g. Memory Institutions), and Industrial Innovation is aimed at as major impact potentials

6. What barriers to overcome in enabling this Impact Vision?Collective Memory – ICT Context The concept of a (Digital) Collective Memory has been used to describe the convergence of libraries, museums, archives and collections of all kinds including those of private citizens. Especially in Europe the connection of Collective Memory with its Cultural Heritage has been recognized and played an important role in interdisciplinary research in FP7. Technical Challenges • Appraisal, Assembly, Packaging, Ingest • Archival and Storage, Administration and Preservation • Classification, Indexing, Information Retrieval, and Access • User Interfaces and Presentation • Content Adaptation, Dissemination and Re-use

7. How does OAIS enable Valorization, i.e., transfersal Impact Generation?

8. Where is the business value and impact generated?Collective Memory – Is the Impact Vision „just“ an OAIS?

9. Properties of OAIS regarding valorization?Collective Memory – Archival & DP Return On Investment • Looking at OAIS we have… • a very high level conceptual model of the DP domain • Currently support for the explicit management of • Static DP processes • Static, homogeneous information object, media and information package types • So far no support for the explicit management of production cost vs. re-use value, i.e., no management of Return on Investment (ROI) • So far no support for managing producer consumer (business) relationships!

10. Supporting Technology Trends and Driversin the Macro Environment

11. OAIS Extension opportunities supporting valorization?Technology Trend (I): Web 2.0 and Semantics Enabling Technologies e-Infrastructures Service-oriented architectures,Grid&Cloudinfrastructures, semantic technologies, digital library and collaboration services Sem. Webs Next-generation Knowledge Products & Services Virtual DLs CWEs WWW, Internet Technology, Document formats for online publication Global & Efficient Access Online Digital Libraries Collection Access Preservation Traditional Information and Publication t Today

12. OAIS Extension opportunities supporting valorization?Technology Trend (II): Resource Virtualization • Idea • Worldwide usage of resources (computational / storage, services) • Born from the scientific requirements on huge amounts of storage and computational resources • Vision • Consume DP resources from the internet as easy as storage and processing from grids and clouds • Advantages • Dynamic allocation of resources • Cross-organizational resource sharing • Resource owner still have full control • Security infrastructure

13. OAIS Extension opportunities supporting valorization?Technology Trend (III): Service-oriented Architectures Service Description Service Broker Find Publish Service Description Service Service Requestor Provider Bind Service

14. OAIS Extension Opportunities regarding valorization?Summary of Opportunities in Virtualized DP Infrastructures Distributed, i.e., Virtualized approaches to Digital Preservation Infrastructure support • High Volume, High Throughput, Resource on Demand • Distributed Curation of Dynamic and Volatile Digital Content • Keeping track of Evolving Meaning in Production, Archival and Usage Context of Digital Content • Safeguarding Integrity, Authenticity and Accessibility over time • Distribution models enabling distributed, i.e., service-oriented approaches to Digital Preservation

15. OAIS Extensions within the Archive-Centric Information Lifecycle

16. Conceptual Background – Archive-centric Information LifecycleExtending OAIS with pre-ingest and post-access valorization Distribution, Processes and Integration of Archive Systems • Exploitation of digital object by consumer • Often re-purposing of digital objects • Potential outcome • Creation of new digital objects • Revision of digital objects • Extension or update of metadata • Annotation • Productionof new digital objects • Use according to original purpose • Archival often right after creation, in parallel to use Creation Assembly Archival Reuse Adoption Post-Access Pre-Ingest • Receiving and Examination of Dissemination Information Packages (DIP) • Adaption and integration of digital objects into working environment • Recontextualize digital objects and accompanying information for prospective reuse • Appraisal of objects relevant for archival • Compilation and enrichment of objects to preserve • Creation of Submission Information Package (SIP) Access Ingest Life-time of objects inside archive Often, perpetual activity Enable use by designated community Management of Archival Information Packages (AIP)

17. Exemplar Valorization Scenarios in Sciencewith the Memory Institutions Segment • „Booklike Publication“ Scenario

18. Exemplar Valorization Scenarios in Science with Memory Institutions: Indexing and Cataloguing of Publications

19. Data created for book-like publications Bibliographic Metadata Technical Metadata Structural Metadata Authority Files URN Comment and Analysis METS file containing metadata Archival (AIP) and Dissemination (DIP) Information Packages Producers, preserver and user of book-like publications Publisher, Universities Deposit library End-User (Researcher) Exemplar Valorization Scenarios in Sciencewith Memory Institutions – Depot Libraries Segment Ingest, archival and use of book-like publications Metadata validation and conversion Generation of additional metadata and URN Cataloguing publication Generation of Information Packages Archival and retrieval of archived objects Content Workflows Stakeholders Operationalization • Archival of digitalscientific publications

20. Exemplar Valorization Scenariosin Sciencewith Memory Institutions – Digitization Centre Segment • Brief Introduction to the • „Digitization“ Scenario

21. Exemplar Valorization Scenarios in Science withMemory Institutions: Manual Digitization of Sensitive Books

22. Exemplar Valorization Scenarios in Science withMemory Institutions: Automated Digitization of Sensitive Books

23. Exemplar Valorization ScenariosMemory Institutions: Digitization Centres Segment

24. Data High-quality TIFFs Karge volumes Optional fulltext in TEI Upcoming standard: JPEG 2000 Metadata Mets file including Descriptive metadata Structural metadata Scholars Digitization Center Library Archival of Digitization material Integration into Digitization workflow Exemplar Valorization Scenariosfor Memory Institutions –DigitizationCentres Segment Content Workflows • Semi-automatic • Selection • Production • Quality Control • Metadata Capture / Indexing • Providing access • Preserving (incl. format migration) Stakeholders Operationalization

25. Exemplar Valorization Scenarios withIndustry – Scientific Publishing & Conference Organizers (PCOs) • „scientific Publishing“ Scenario

26. Exemplar Valorization Scenarios withPublishers: Scientific Conferences and PCO Segment

27. Exemplar Valorization ScenariosPublishers: Scientific Conference and PCO Segment

28. Exemplar Valorization ScenariosPublishers: Scientific Conference & PCO Segment Audio/ Video and Multimedia Content e.g. talk capture with presentation slide synchronization Annotations e.g. reviews and opinions So-far Unpublished Content e.g. posters and presentation slides

29. Exemplar Valorization ScenariosPublishers: Scientific Conference & PCO Segment Cross Media Publishing E.g. netpublication, ebookandinteractiveprogramme on the web Net Publications and Electronic Publications E.g. abstractbook Interlinking E.g. citations, alternative representations, similarworks UnbundlingandSmaller Units E.g. singleabstractsandarticles

30. Exemplar Valorization ScenariosPublishers: Summary Scientific Conference Segment & … Archival Research Practice Institute/ University Researcher Abstracts, Papers, Supplements, Data Scientific Association Congress Organizer Presenter Participants Archival Review Scheduling Provision Presentation Discourse Conference Presentations, Poster, Audio/ Video Captures, Discussions, Reviews, Classifications Scientific Association Congress Organizer Researcher Production Distribution Discourse Archival Web Site Contribution Correlations, Opinions, Web Site Publisher Scientific Association Researcher Production Postproduction Distribution Legal Deposit Archival Publishing Abstract Book Depot Library Ingest Storage Preservation Dissemination Preservation

31. PARSE.Insight and SCIDIP-ESSuccessful Reference, i.e., Pilot Innovation ProjectsDomain: Earth Sciences, Exemplar Roadmapping & Innovation Level 2 GOME Satellite instrument data

32. Thanks for your attention Any Questions? Prof. Dr.-Ing. Matthias L. Hemmje APARSEN Stream Leader Sustainability Member of the Executive Board mhemmje@ftk.de FTK Research Institute for Telecommunication and Cooperation e.V. Martin-Schmeißer-Weg 4D-44227 Dortmund Germany