March 27, 2012 Hot Topics: DuraSpace Community Webinar Series

Hot Topics: The DuraSpace Community Webinar Series

Knowledge Futures: Digital Preservation Planning

Curated by Liz Bishoff

Using the Webinar Platform

• 2-way audio for all participants is muted

• We’ll utilize the Chat Window for the Q&A portion or you may use it if you are having technical difficulties

• You may type your question here & hit ‘enter’

March 27, 2012 Hot Topics: DuraSpace Community Webinar Series

March 27, 2012 Hot Topics: DuraSpace Community Webinar Series

Webinar 3: Preservation & Archiving Highlights from the Alliance Digital Repository

Presenters: Liz Bishoff, Robin Dean & George Machovec

March 27, 2012 Hot Topics: DuraSpace Community Webinar Series

About our presenters

• Liz Bishoff is a partner at The Bishoff Group LLC

Colorado Alliance of Research Libraries• Robin Dean is the Director, Alliance

Digital Repository

• George Machovec is the Interim Executive Director

History&

Context

George Machovec

Interim Executive DirectorColorado Alliance of Research Libraries

• 501c(3) non-profit incorporated in 1978• Former owner of CARL Corporation and

UnCover• 13 libraries in Colorado and Wyoming

(academic libraries & Denver Public Library)• Four major programmatic tracks

• Alliance Digital Repository (ADR)• Prospector union catalog• Database licensing (>$10 million/year)• Gold Rush ERMS and link resolver

Colorado Alliance of Research Libraries

• An initiative launched by the consortium at the behest of the library deans/directors so each wouldn’t have to do it individually

• A collaborative digital repository effort launched in November 2006

• After an extensive review of commercial and open source solutions Fedora was selected as the underlying architecture– Flexibility with great promise for the future– Commitment to preservation principles– Fez was the initial front end (later changed

to Islandora)

ADR Background

• Launched project with $445,000 of self-granted local funds – 18 month launch window– Funding supported hardware platform &

staffing– Local sites would do their own digitization– Staff placed at consortium offices in Denver– Ongoing costs to be split among

participants after 18 month self-funded launch

ADR Background (cont.)

• Selecting the platform after review

• Developing policies, guidelines and procedures– Borrowed, whenever possible, from others

• Developing agreements between ADR and member organizations– Worked with legal counsel at each site– Signed agreements at several levels

Key Launch Issues

• Start-up funding• Staff and resources• Project and services management• System support and maintenance• Marketing support so sites could market on

their own campuses• Training• Sustainability

What the Alliance offered

• Program launched in November 2006 with the hiring of the ADR Director

• Initial portals launched for some sites in late 2007

• Production portals for some sites in mid to late 2008

• Decision made in 2011 to migrate from Fez to Islandora from UPEI/DGI

• DuraCloud pilot in 2011 and production launch in 2012

ADR Timeline

• Major programmatic review done in Spring 2010– Several Alliance libraries left the service to

pursue other avenues– Member Institutions (2012)

• University of Denver, Univ of Northern Colorado, University of Wyoming, Colorado School of Mines, Colorado College, University of Wyoming, Colorado Mesa University, Colorado State Publications, Jefferson County Public Library

• Pilot partnership with Orbis Cascade in 2011/2012. Created a test Islandora portal to explore an inter-consortial partnership.

• Service now run with 2.5 FTE central staff and contract with Discovery Garden Inc

Change

Preservation and Migration

at the ADR

Robin Dean

Director, Alliance Digital RepositoryColorado Alliance of Research Libraries

Where are we now?

In production since 2008 Consortial digital repository service

9 members (CO & WY) Centrally managed from Denver, CO

Fedora Commons repository Fez: 2008-2012 Islandora: 2011- present 48,000+ objects / 4 TB (as of March 2012)

Poll: How long has your institution had a production digital repository?

5 years or more 3-5 years 2 years 1 year Less than 1 year Still in development No repository / haven’t started yet

What do you mean, migration?

The more things change, the more they stay the same

ADR Mission Statement

“The mission of the Alliance Digital Repository (ADR) is to provide services for the preservation of and access to digital assets inherent to the research, information, and education missions of the Alliance member institutions.”

ADR Vision Statement

“The vision of the ADR is to serve as a standards-based repository and infrastructure supporting a diverse set of applications, services, and discovery tools that offer long-term management, secure storage, preservation solutions, and - when possible - open access to digital assets of enduring value, as determined by the Alliance institutions.”

Governance & Structure

Alliance Board

ADR Directors

ADR Member Committee

ADR ServicesStaff

Working Groups/Subcommittees

Policiesare your destination

The ADR supports the ability to make persistent reference to materials deposited

Materials form an important part of the scholarly dialogue and record

Each digital object has two unique identifiers within the ADR: a PID and a Handle

Handles and PIDs are never reused and remain unique to the object

Content Identification Policy

The ADR will use MODS as a normalizing metadata schema

All objects in the ADR will have, either included or created at the point of ingest, a MODS metadata data stream

The ADR staff will support the creation, inclusion, and mapping of other standards-based schemas (MARC, VRA, DC, etc.)

Metadata Policy

Not everything is worth preserving

Primary Content Files

Descriptive Metadata

Audit/Event Metadata

Access Metadata

Primary Content Files

Descriptive Metadata

Audit/Event Metadata

Access Metadata

System-generated derivatives

Inactive User Accounts

Deleted Objects (sometimes)

System-generated derivatives

Inactive User Accounts

Deleted Objects (sometimes)

YES NO

The more things change, the more theychange

What’s Nextat the ADR

2012

• Islandora site launches

• DuraCloud production use

• Continuing feature development with DGI

• Hardware update

• Policy review

Post-Migration Policy Review

Remove specifics that only applied to original repository model

Check new platform against policies How does it fulfill the policies? Does it create any new policy

requirements?

March 27, 2012 Hot Topics: DuraSpace Community Webinar Series

Questions?

Robin DeanDirector, Alliance Digital RepositoryColorado Alliance of Research Libraries

robin@coalliance.org

George MachovecInterim Executive DirectorColorado Alliance of Research Libraries

george@coalliance.org

March 27, 2012 Hot Topics: DuraSpace Community Webinar Series

Thank you!

• DSpace, Fedora and DuraCloud are part of the DuraSpace open technology portfolio. Visit http://DuraSpace.org for more information.

• Contact Carol Minton Morris cmmorris@duraspace.org to learn more about curating “Hot Topics: The DuraSpace Community Webinar Series.”