inls 752: digital preservation and...

22
Fall, 2008 Tuesday/Thursday 11-12:15 INLS 752: Digital Preservation and Access The Instructors. Dr. Helen R. Tibbo Carolyn Hank Office: 201 Manning Hall Office: CDLA, Wilson Library (: 962-8063(w); 929-6248(h) FAX #: (919) 962-8071 (: 919-259-3191 :: [email protected] :: [email protected] Office Hours. I will be in my office after class 2:00 to 3:00 and possibly later (depending upon meetings) most Tuesdays and Thursdays. Please feel free to drop by for random or chance meetings, or send me an e-mail message for a more definite scheduling opportunity. If door is closed, just knock unless there is a sign otherwise. I am on a lot of campus committees and a wide range of projects, all of which have seemingly endless meetings on a weekly or bi-weekly basis. Just because I am not in my office does not mean I am not on campus. If I am not available when you try to see me, please send an email. Also, feel free to call me at home in the evening. Please contact Carolyn for appointment times if you want to consult with her. Course Timeline. Tuesday/Thursday: 11:00-12:15; Manning 304 First Class: Tuesday, August 19, 2008. Last Class: Thursday, December 11, 2008, 8 - 10 AM. Brief Course Description. This course focuses on integrating state-of-the-art information technologies, particularly those related to the digitization chain, institutional repositories, and long-term preservation, into the daily operations of archives, records centers, museums, special collections libraries, visual resource collections, and historical societies. Issues, topics, and technologies covered will include the promise & challenge of long-term digital preservation and curation; creating durable digital objects, approaches to preservation; development of institutional repositories; image processing; selecting materials for digitization and managing digitization projects; resource allocation and costing, risk management, digitization and metadata; rights management and other legal and ethical issues; digital asset management; standards; file formats; quality control; funding for developing and sustaining digitization projects and programs; and trusted repositories.

Upload: vohanh

Post on 16-Jul-2018

256 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Fall, 2008 Tuesday/Thursday 11-12:15

INLS 752: Digital Preservation and Access

The Instructors.

Dr. Helen R. Tibbo Carolyn HankOffice: 201 Manning Hall Office: CDLA, Wilson Library(: 962-8063(w); 929-6248(h)FAX #: (919) 962-8071

(: 919-259-3191

:: [email protected] :: [email protected]

Office Hours.

I will be in my office after class 2:00 to 3:00 and possibly later (depending upon meetings) most Tuesdays and Thursdays. Please feel free to drop by for random or chance meetings, or send me an e-mail message for a more definite scheduling opportunity. If door is closed, just knock unless there is a sign otherwise. I am on a lot of campus committees and a wide range of projects, all of which have seemingly endless meetings on a weekly or bi-weekly basis. Just because I am not in my office does not mean I am not on campus. If I am not available when you try to see me, please send an email. Also, feel free to call me at home in the evening. Please contact Carolyn for appointment times if you want to consult with her.

Course Timeline.

Tuesday/Thursday: 11:00-12:15; Manning 304First Class: Tuesday, August 19, 2008.Last Class: Thursday, December 11, 2008, 8 - 10 AM.

Brief Course Description.

This course focuses on integrating state-of-the-art information technologies, particularly those related to the digitization chain, institutional repositories, and long-term preservation, into the daily operations of archives, records centers, museums, special collections libraries, visual resource collections, and historical societies. Issues, topics, and technologies covered will include the promise & challenge of long-term digital preservation and curation; creating durable digital objects, approaches to preservation; development of institutional repositories; image processing; selecting materials for digitization and managing digitization projects; resource allocation and costing, risk management, digitization and metadata; rights management and other legal and ethical issues; digital asset management; standards; file formats; quality control; funding for developing and sustaining digitization projects and programs; and trusted repositories.

Page 2: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Digital Preservation & Access Fall, 2008

Goals and Objectives.

By the end of the course, the student should be able to:

• Identify the key events in the history of digital preservation and access.• Be able to define “digital curation” and explain how this is different from “digital preservation.”• Understand the digital curation lifecycle from standards creation through archiving and disposition.• Understand the primary issues and challenges in digital preservation and curation and be conversant

with the terminology.• Be familiar with a variety of digital curation projects worldwide.• Be able to discuss standards that are important to the digital curation lifecycle.• Discuss the OAIS model and how it fits into the trusted digital repository movement.• Discuss what makes a repository “trustworthy.”• Be familiar with the development of tools and standards for audit and certification of digital

repositories.• Be familiar with the development of institutional repositories.• Be able to explain different approaches to digital preservation.• Explain the digitization workflow and all the steps involved in major digitization projects.• Be familiar with best practice guidelines and organizations that are creating them for digitization and

digital preservation.Select materials for digitization projects and provide sound justifications for these selections.Select and justify standards and benchmarks for a given digitization project.Create appropriate metadata for digital objects for access, management, and preservation purposes.Determine the costs of digitization projects and plan appropriate facilities and resources.Understand how to manage a digitization project including assessing risk and establishing a quality control program.

• Write a well-argued and constructed grant proposal for a digitization, repository building, or digital preservation project.

Format.Most learning occurs when you integrate a new concept into your personal experiences, beliefs, and understandings. As such, much of the course will focus on applying readings through case studies, group projects, and class discussion. I, Carolyn, or a guest, will present material at the beginning of many classes, but lectures are generally an ineffective method of learning and these will be kept to a minimum. Note that a discussion of the topics and reading requires class participation and preparation.

Assignments & Evaluation.Due to the nature of this course, positive and active participation is required. Positive and active participation is characterized by having a clear command of the readings for the day, sharing analyses and options based on the readings, project guidelines, and case studies; allowing other students the opportunity to participate; and freely agreeing and disagreeing with others when warranted. Please note that an intellectual exchange of ideas is the cornerstone of education, but any criticism should be limited to an idea and not the person specifically.

2

Page 3: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Digital Preservation & Access Fall, 2008

Assignment % of Grade Due Date

Project Report & Meetings with Instructors 5 September 22-26, 2008*

Outline/Progress Report for Paper 5 September 30, 2008

Paper 25 October 23, 2008

Grant Presentation 5 November 11, 18, 20

Grant Proposal 35 November 25, 2008

Evaluation of Proposals 10 December 4, 2008

Class to Discuss Proposals December 11, 2008

Class Participation 15 Throughout the semester

*Also anytime before and after this week as necessary.

Textbook and Readings.

There is no textbook for class, although the now out of print, Kenny, Anne R. & Oya Rieger. Moving Theory into Practice. Mountain View, CA: RLG, 2000 is on reserve in the SILS Library. There are several journal readings for the class; almost all of these materials will be available on the Web. There may also be some readings posted on the Blackboard site for class. See weekly calendar below.

Honor Code.This class strictly follows the Honor Code. Information on the Honor Code can be found at: http://honor.unc.edu/honor/code.html.

As the Semester Begins….1) If you are not familiar with Photoshop, go to the UNC-CH website: http://help.unc.edu. Go to

software and then Photoshop and version 7.0 documents for “image ready,” “selection techniques,” and “web graphics.” Photoshop is a useful program with which to be familiar if you are digitizing materials and mounting on the Web. We will not, however, cover how to use it in this class.

2) Go to Cornell University Library’s Preservation Department’s website and run through the Moving Theory into Practice Online Tutorial. http://www.library.cornell.edu/preservation/tutorial/contents.html. Most of this is assigned throughout the semester, but it will give you a bit of an overview introduction if you do it up front before the heavy work of the semester starts. You will also be using the Cornell tutorial on Digital Preservation Management. http://www.library.cornell.edu/iris/tutorial/dpm/index.html.

3) Pick out what you want to do for your paper (no more than 15 double-spaced pages each). This paper is to be a literature review and a way for you to focus a bit more on one topic and the associated issues of your choice. You can select anything related to institutional repository development, digitization

3

Page 4: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Digital Preservation & Access Fall, 2008

projects or, more broadly, digital preservation and access. Some of these topics could easily be developed into master’s papers. Here are some topics to get you started thinking:

a. State of the art of institutional repositories in the US.b. State of the art of institutional repositories in the UK (or elsewhere).c. Why are universities building institutional repositories?d. OAIS. Is this the universal repository model?e. How are institutions using Fedora?f. How are institutions using DSpace?g. What materials are going into institutional repositories?h. How are university archives involved with institutional repositories?i. Will institutional repositories replace journal publishers?j. Saving the bits: the range of technical options.k. Saving the bits: emulation vs. migration.l. Preservation aspects of early digitization projects? Was preservation considered?m. Preservation vs. access. Are these two still in opposition?n. Funding futures for digitization projects.o. The metadata maze: How much do we really need?p. The metadata maze: What are repositories really doing?q. EAD. Is it the universal encoding answer?r. How can little repositories play in the digital arena?s. XML. Is it the preservation and access answer?t. How do you best select equipment?u. How are digital archives different from digital libraries?v. What is the purpose of digitization?w. What is the state of the art of DAMS?x. Is there a role for selection in the days of inexpensive mass storage?y. Which costs more to maintain: Digital or paper publications?z. File formats and a file format registry.

aa. Institutional repositories – vision, roles, realities.bb. Digital capture: key elements of hardware and software.cc. Searching for and retrieving digital content on the web.dd. Image consortia: how are these organizations working?ee. Methods for user assessment of digital cultural heritage assets.ff. Discuss what makes a repository trustworthy.gg. How does iRODS fit into the digital preservation landscape?

4

Page 5: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Digital Preservation & Access Fall, 2008

Weekly Course Calendar.

WELCOME!

1. Tuesday, August 19: Introduction & Digital Curation.

Introduction to the class, instructors, and students. We will discuss how we want to conduct the class and the nature of the assignments and the expectations of all of us. What do we value in class participation?

Framework for semester. Lifecycle Approach: Overseeing digital assets across their lifecycles from planning and resource allocation through creation, management, delivery, preservation, and reuse.

o Higgins, Sarah. “The DCC Curation Lifecycle Model.” International Journal of Digital Curation, Vol 3, No 1 (2008). http://www.ijdc.net/ijdc/article/view/69/69.

o DCC Curation Lifecycle Model. http://www.dcc.ac.uk/docs/publications/DCCLifecycle.pdf.

o Lee, Christopher A., Helen R. Tibbo, and John C. Schaefer. “Defining What Digital Curators Do and What they Need to Know: The DigCCurr Project.” Proceedings of the ACM IEEE Joint Conference on Digital Libraries. June 18-23, 2007: Vancouver, British Columbia, Canada. http://www.ils.unc.edu/digccurr/jcdl2007_paper.pdf

Edwards, Paul. “How to Read a Book.” http://www.si.umich.edu/~pne/PDF/howtoread.pdf. [Blackboard]

What do we mean by “digital preservation & access” and “digital curation”? See Digital Curation Center (DCC) http://www.dcc.ac.uk/about/what/

Focus on policy, technology, and resources. Cornell perspective.

YOUR PROJECT

2. Thursday, August 21: Grant Writing and Funding Sources.

REQUIRED:• Institute of Museum and Library Services (IMLS). National Leadership Grant (NLG):

NLG Project Planning: A Tutorial. http://www.imls.gov/project_planning/index1.asp• Library of Congress. National Digital Library Program. “NDLP Project Planning

Checklist.” Memory.loc.gov/ammem/prjplan.html.

RECOMMENDED:• National Archives and Records Administration, National Historic Publications and Records

Commission, funding program. http://www.archives.gov/nhprc/apply/program.html.

• National Endowment for the Humanities. http://www.neh.gov.

5

Page 6: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Digital Preservation & Access Fall, 2008

REFERENCE:• Locke, Lawrence F., Waneen Wyrick Spirduso, and Stephen J. Silverman.

Proposals that Work: A Guide for Planning Dissertations and Grant Proposals. Thousand Oaks: Sage Publications, 2007. On reserve. Browse entire book; use for term project. SILS Q180.55.P7 L63 2007 c. 3.

• Miner, Jeremy T. Models of Proposal Planning & Writing. Westport, CT: Praeger, 2005. On reserve. SILS HG177.5.U6 M558 2005.

• Miner, Lynn E., Jeremy T. Miner, & Jerry Griffith. Proposal Planning and Writing. 2nd ed. Phoenix, AZ: Oryx, 1998. Browse entire book. In UNC Library’s e-books. HG177.5.U6 M56 1998.

DIGITAL CURATION OVERVIEW AND FOUNDATIONS

3. Tuesday, August 26: Permanence, Terminology, & Fundamental Concepts.

REQUIRED:Permanence:• O’Toole, James M. “On the Idea of Permanence.” American Archivist 52 (Winter 1989): 10-25.

[Blackboard and in SILS stacks]

Fundamentals:• Moving Theory into Practice Digital Imaging Tutorial, Chapter 8: Digital Preservation. http://

www.library.cornell.edu/preservation/tutorial/preservation/preservation-01.html• Moving Theory into Practice Digital Imaging Tutorial, Chapter 1: Basic Terminology. http://

www.library.cornell.edu/preservation/tutorial/intro/intro-01.html• Glossary of Terms (on Digital Curation) Digital Curation Centre. http://www.dcc.ac.uk/resource/

glossary/

RECOMMENDED:• Preserving Access to Digital Information (PADI): Compilation of Digital Preservation Glossaries.

http://www.nla.gov.au/padi/format/gloss.html • California Digital Library Digital Preservation Glossary. California Digital Library, 2004.

http://www.cdlib.org/inside/diglib/glossary/?field=glossary&action=search&query=preservation

ASSIGNMENTS: • Create groups of 3 for term project. Begin to discuss what you would like to do as a group for the

project.

4. Thursday, August 28: Digital Preservation & Longevity: The Beginning.

REQUIRED:• Cornell University. “Digital Preservation Management Tutorial: Implementing Short-term Strategies

for Long-term Problems.” http://www.library.cornell.edu/iris/tutorial/dpm/timeline/index.html o Please read “Setting the Stage,” look at the timeline, and take the timeline quiz.

6

Page 7: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Digital Preservation & Access Fall, 2008

• Garrett, John & Donald Waters. “Preserving Digital Information: Report of the Task Force on Archiving of Digital Information.” The Commission on Preservation and Access and RLG, 1996. http://www.rlg.org/legacy/ftpd/pub/archtf/final-report.pdf.

5. Tuesday, September 2: Digital Preservation & Longevity: The Challenges, the Situation.

REQUIRED:• Harvey, Ross. So Where's the Black Hole in Our Collective Memory? A Provocative Position Paper.

2008. http://www.digitalpreservationeurope.eu/publications/position/Ross_Harvey_black_hole_PPP.pdf• Hedstrom, Margaret, et al. “It's About Time: Research Challenges in Digital Archiving and Long-

term Preservation.” Washington, DC: NSF & LOC, 2003. http://www.digitalpreservation.gov/library/pdf/NSF.pdf.

• Digital Preservation Coalition. “Mind the Gap: Assessing Digital Preservation Needs in the UK.” 2006. http://www.dpconline.org/graphics/reports/mindthegap.html

• Ross, Seamus. “Changing Trains at Wigan: Digital Preservation and the Future of Scholarship.” 2000. http://eprints.erpanet.org/45/01/seamusross_wigan_paper.pdf.

• Tibbo, Helen R. “On the Nature and Importance of Archiving in the Digital Age.” In Advances in Computing v. 57. Elsevier, 2003. (Blackboard)

RECOMMENDED:• Hedstrom, Margaret & Seamus Ross. “Invest to Save: Report and Recommendations of the NSF-

DELOS Working Group on Digital Archiving and Preservation.” (Washington, DC: NSF & DELOS, 2003). http://delos-noe.iei.pi.cnr.it/activities/internationalforum/Joint-WGs/digitalarchiving/Digitalarchiving.pdf Read executive summary, pp. 1-10.

• Hedstrom, Margaret. “Research Agendas Set Course for Digital Archiving and Long-Term Preservation.” RLG DigiNews. 7/6 (December 15, 2003). http://www.rlg.org/preserv/diginews/diginews7-6.html#feature2

• NINCH Guide to Good Practice. Chapter 14. “Preservation.” http://www.nyu.edu/its/humanities/ninchguide/XIV/ .

• NSF. Cyberinfrastructure Vision for 21st Century Discovery. Chapter 3: “Data, Data Analysis and Visualization.” Washington, DC: NSF, March 2007. http://www.nsf.gov/pubs/2007/nsf0728/nsf0728.pdf.

• UNESCO. “Charter on the Preservation of the Digital Heritage.” http://portal.unesco.org/ci/en/ev.php-URL_ID=13366&URL_DO=DO_TOPIC&URL_SECTION=201.html

6. Thursday, September 4: Digital Preservation Landscape: Research and Practice

REQUIRED:• DigitalPreservationEurope. “DPE Research Roadmap, DPE-D7-.2.” (June 2006).

http://www.digitalpreservationeurope.eu/publications/reports/dpe_research_roadmap_D72.pdf• Ross, Seamus. Keynote speech at the European Conference on Digital Libraries (ECDL) 2007.

http://www.ecdl2007.org/Keynote_ECDL2007_SROSS.pdf

7

Page 8: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Digital Preservation & Access Fall, 2008

CREATING DURABLE DIGITAL OBJECTS THROUGH STANDARDS AND DIGITIZATION BEST PRACTICE

7. Tuesday, September 9: Standards, Storage Media, and File Formats.

REQUIRED:

File Formats.• Brown, Adrian. “Selecting File Formats for Long-Term Preservation.” London: The National

Archives (June 19, 2003) http://www.nationalarchives.gov.uk/documents/selecting_file_formats.pdf

• Darlington, Jeffrey. “PRONOM—A Practical Online Compendium of File Formats.” RLG DigiNews 7/5 (October 15, 2003). http://www.rlg.org/preserv/diginews/diginews7-5.html#feature2

• Rog, Judith and Caroline van Wijk. “Evaluating File Formats for Long-term Preservation.” White Paper: National Library of the Netherlands, 2007. http://www.kb.nl/hrd/dd/dd_links_en_publicaties/publicaties/KB_file_format_evaluation_method_27022008.pdf

• “Recommended Data Formats for Preservation Purposes in the FCLA Digital Archive.” http://www.fcla.edu/digitalArchive/pdfs/recFormats.pdf.

Storage Media.• Brown, Adrian. “Selecting Storage Media for Long-Term Preservation.” London: The National

Archives (June 19, 2003). http://www.nationalarchives.gov.uk/documents/selecting_storage_media.pdf.

• Puglia, Steve. “Creating Permanent and Durable Information: Physical Media and Storage Standards.” CRM: Cultural Resource Management 22/2 (1999): 25-27. http://crm.cr.nps.gov/archive/22-2/22-02-10.pdf.

• Baker, Mary, Kimberly Keeton, and Sean Martin. “Why Traditional Storage Systems Don’t Help Us Save Stuff Forever.” HP Laboratories Palo Alto, 1005. http://www.hpl.hp.com/techreports/2005/HPL-2005-120.pdf.

Standards.• Waibel, Günter. “Like Russian Dolls: Nesting Standards for Digital Preservation.”

RLG DigiNews 7/3 (June 2003). http://www.rlg.org/preserv/diginews/diginews7-3.html#feature2• “PDF as a Standard for Archiving.” http://www.adobe.com/products/acrobat/pdfs/

pdfarchiving.pdf.• White Paper: “PDF/A: The Basics.” January 22, 2007. http://www.pdf-tools.com/public/

downloads/whitepapers/whitepaper-pdfa.pdf.

RECOMMENDED:• ERPANET. “File Formats for Preservation.” http://www.erpanet.org/events/2004/vienna/

Vienna_Report.pdf.• Folk, Mike & Bruce Barkstrom. “Attributes of File Formats for Long-Term Preservation of

Scientific and Engineering Data in Digital Libraries.” JCDL 2003. http://www.ncsa.uiuc.edu/NARA/Sci_Formats_and_Archiving.doc.

8

Page 9: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Digital Preservation & Access Fall, 2008

• LeFurgy, William G. “PDF/A: Developing a File Format for Long-Term Preservation.” RLG DigiNews 7/6 (December 15, 2003). http://www.rlg.org/preserv/diginews/diginews7-6.html#feature1.

• Library of Congress. “Standards Related to Digital Imaging of Pictorial Materials.” September 2004. http://www.loc.gov/rr/print/tp/DigitizationStandardsPictorial.pdf.

• RLG. “Risk Management of Digital Information: A File Format Investigation.” RLG DigiNews 4/3 (June 2000). http://www.rlg.org/legacy/preserv/diginews/diginews4-3.html#technical1.

NOTE:See supplement for listing of standards bodies and file format registries.

8. Thursday, September 11: Digitization: The Issues, the Resources.

REQUIRED:• Colorado Digitization Project, “Digital Toolbox” http://www.cdpheritage.org/digital/index.cfm • Cornell University. Moving Theory into Practice Digital Imaging Tutorial, Chapter 6: Technical

Infrastructure (parts a, b, c and d). http://www.library.cornell.edu/preservation/tutorial/contents.html

• NCECHO. Guidelines for Digitization. 2007. http://www.ncecho.org/guide/toc.html.

• NINCH Guide to Good Practice. Chapter 1. “Introduction.” http://www.nyu.edu/its/humanities/ninchguide/I/

• TASI Website. www.tasi.ac.uk.

9. Tuesday, September 16: Project Planning and Work Flows.

REQUIRED:• DigitalPreservationEurope. PLATTER. http://www.digitalpreservationeurope.eu/publications/reports/

Repository_Planning_Checklist_and_Guidance.pdf. • IMLS Forum. “A Framework of Guidance for Building Good Digital Collections.”

2nd Ed. December 2004. http://www.niso.org/framework/Framework2.html. NINCH Guide to Good Practice. Chapter 2. “Project Planning.” http://www.nyu.edu/its/humanities/ninchguide/II/.

• TASI. “Managing the Workflow.” http://www.tasi.ac.uk/advice/managing/workflow.html ; “Managing the Project.” http://www.tasi.ac.uk/advice/managing/project.html; and “Project Management for a Digitisation Project.” http://www.tasi.ac.uk/advice/managing/manage.html.

RECOMMENDED:• Arts & Humanities Data Service. “Digitisation: A Project Planning Checklist.”

.• DigiCult. “Digital Collections and the Management of Knowledge: Renaissance Emblem Literature

as a Case Study for the Digitization of Rare Texts and Images.” February 2004. http://www.digicult.info/downloads/html/8/8.html.

9

Page 10: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Digital Preservation & Access Fall, 2008

• Library of Congress. “Digital Master Images: Sample Technical Specifications for Photograph Collections.” June 2004. http://www.loc.gov/rr/print/tp/DgtlMastersSamplSpecsSelctdRcmndFinal7_2004.pdf.

• Library of Congress. “Introduction to Basic Measures of a Digital Image for Pictorial Collections.” June 2005. http://www.loc.gov/rr/print/tp/IntroDgtlImage.pdf.

• Library of Congress. “NDLP Project Planning Checklist.” January 1997. http://memory.loc.gov/ammem/prjplan.html.

• Library of Congress. “Steps in Digitization” http://lcweb2.loc.gov/ammem/award/docs/stepsdig.html.

• Library of Congress. “What to Look for in a Scanner.” June 2005. http://www.loc.gov/rr/print/tp/LookForAScanner.pdf.

• “Questions to Consider Before Beginning an Image Database Project.” University of Illinois Library, Digital Imaging & Media Technology Initiative. http://images.library.uiuc.edu/resources/20questns.html.

RECOMMENDED:• AHDS - Arts and Humanities Data Service. "Guides to Good Practice in the Creation and Use of

Digital Resources." http://ahds.ac.uk/creating/guides/index.htm.• Calimara. “Good Practice Guidelines: Digital Preservation.” http://www.calimera.org/Lists/

Guidelines/Digital_preservation.htm.• Chapman, Stephen. “Techniques for Creating Sustainable Digital Collections.”

Library Technology Reports 40(5) (Sept./Oct.2004). Available from Library Technology Reports. http://www.techsource.ala.org/ltr/. [Available via E-Journals from UNC Libraries]

• NARA. “Technical Guidelines for Digitizing Archival Materials for Electronic Access.” http://www.archives.gov/research/arc/digitizing-archival-materials.html.

• Northeast Document Conservation Center. Handbook for Digital Projects: A Management Tool for Preservation and Access. Andover, MA: NEDCC, 2000. http://nedcc.org/oldnedccsite/digital/dman2.pdf.

• UKOLN. “Good Practice Guide for Developers of Cultural Heritage Web Services.” http://www.ukoln.ac.uk/interop-focus/gpg/.

• UNESCO. “Guidelines for the Preservation of Digital Heritage.” Paris: UNESCO, 2004. http://unesdoc.unesco.org/images/0013/001300/130071e.pdf.

BUILDING TRUSTED REPOSITORIES AND INFRASTRUCTURE

10. Thursday, September 18: OAIS.

REQUIRED:• Cornell University. “Digital Preservation Management Tutorial: Implementing Short-term Strategies

for Long-term Problems.” Section 4b: OAIS Reference Model, under Section 4: Foundations: http://www.icpsr.umich.edu/dpm/dpm-eng/foundation/oais/index.html.

• Lavoie, B. “The Open Archival Information System Reference Model: Introductory Guide.” DPC Technology Watch Report Series 04-01. 2004. http://www.dpconline.org/docs/lavoie_OAIS.pdf.

10

Page 11: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Digital Preservation & Access Fall, 2008

• Summarizing: CCSDS 650.0-B-1: Reference Model for an Open Archival Information System (OAIS). Blue Book. Issue 1. January 2002. [This Recommendation has been adopted as ISO 14721:2003.] http://public.ccsds.org/publications/archive/650x0b1.pdf.

• Tufts and Yale: Fedora and the Preservation of University Records. Section 1.5: “Requirements for Trustworthy Recordkeeping Systems and the Preservation of Electronic Records in a University Setting.” 2006. http://dca.tufts.edu/features/nhprc/reports/index.html.

11. Tuesday, September 23: Institutional Repositories.

REQUIRED:• Kim, Jihyun. "Motivating and Impending Factors Affecting Faculty Contribution to Institutional

Repositories." Journal of Digital Information (8)2 (2007). http://journals.tdl.org/jodi/article/view/193/177.

• Markey, K.aren, Soo Young Rieh, Beth St. Jean, Jihyun Kim, and Elizabeth Yakel. Census of Institutional Repositories in the United States: MIRACLE Project Research Findings. Washington DC: CLIR, 2007. http://www.clir.org/pubs/reports/pub140/pub140.pdf.

• Lynch, Clifford. "Institutional Repositories: Essential Infrastructure for Scholarship in the Digital Age," ARL Bimonthly Report, 226 (2003). http://www.arl.org/newsltr/226/ir.html.

• Salo, Dorothea. "Innkeeper at the Roach Motel." Library Trends 57:2 (Fall 2008). Preprint available at: http://digital.library.wisc.edu/1793/22088.

RECOMMENDED:• ARL. Institutional Repositories. Washington, DC: ARL, 2006. http://www.arl.org/spec/

SPEC292web.pdf. [Table of contents and executive summary online.]

• Crow, Raym. The Case for Institutional Repositories: A SPARC Position Paper. The Scholarly Publishing & Academic Resources Coalition, 2002. http://www.arl.org/sparc/IR/ir.html.

• DSpace.org. www.dspace.org.

• Fedora. www.fedora.info.

• Gibbons, Susan & Nancy Foster. “Understanding Faculty to Improve Content Recruitment for Institutional Repositories.” D-Lib Magazine 11/1 (January 2005). http://www.dlib.org/dlib/january05/foster/01foster.html.

• Heery, Rachel and Sheila Anderson. “Digital Repositories Review” (Final version). (Bath UK: UKOLN and AHDS). (2005). http://ahds.ac.uk/preservation/digital-repositories-review-2005.pdf.

• Jantz, Ronald and Michael J. Giarlo. “Digital Preservation: Architecture and Technology for Trusted Digital Repositories.” D-Lib Magazine 11 no. 6 (June 2005). .http://www.dlib.org/dlib/june05/jantz/06jantz.html.

• Lynch, Clifford. and Joan K. Lippincott. “Institutional Repository Deployment in the United States as of Early 2005.” D-Lib Magazine 11 no. 9. (Sept. 2005). http://www.dlib.org/dlib/september05/lynch/09lynch.html.

• Van Westrienen, G. and Lynch, C.A. Academic Institutional Repositories: “Deployment Status in 13 Nations as of Mid 2005.”D-Lib Magazine 11no. 6. (Sept. 2005). http://www.dlib.org/dlib/september05/westrienen/09westrienen.html.

11

Page 12: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Digital Preservation & Access Fall, 2008

*** September 22-26th: Meeting with instructors regarding term projects.

12. Thursday, September 25: Guest Speakers from Repositories.

13. Tuesday, September 30: Trusted Repositories and Evaluation.

REQUIRED:• Center for Research Libraries. Trustworthy Repositories Audit & Certification: Criteria and Checklist.

Version 1.0. February 2007. http://catalog.crl.edu/search~S1?/Xtrusted+repositories&searchscope=1&SORT=R/Xtrusted+repositories&searchscope=1&SORT=R&SUBKEY=trusted%20repositories/1,15,15,B/l856~b2212602&FF=Xtrusted+repositories&searchscope=1&SORT=R&6,6,,1,0.

• ISO Working Group on Digital Repository Audit and Certification Wiki. http://wiki.digitalrepositoryauditandcertification.org/bin/view.

• Ross, Seamus and Andrew McHugh. “The Role of Evidence in Establishing Trust in Repositories.” D-Lib Magazine 12 7/8 (July/August 2006). http://www.dlib.org/dlib/july06/ross/07ross.html.

RECOMMENDED:• DigitalPreservationEurope (2008). D3.3 Repository Planning Checklist and Gudiance (PLATTER).

http://www.digitalpreservationeurope.eu/publications/reports/Repository_Planning_Checklist_and_Guidance.pdf

• nestor Working Group on Trusted Repository Certification. Catalog of Criteria for Trusted Digital Repositories, version 1.0. (2006). http://edoc.hu-berlin.de/series/nestor-materialien/8en/PDF/8en.pdf

• RLG, “Trusted Digital Repositories: Attributes and Responsibilities.” Mountain View, CA: Research Libraries Group, 2002. http://www.rlg.org/legacy/longterm/repositories.pdf.

DUE: Outline/progress report for paper.

14. Thursday, October 2: Institutional Readiness for Repositories.

REQUIRED:• Bishoff, Liz. “Digital Preservation Readiness Webliography.” Northeast Document Conservation

Center, April 2008. http://www.nedcc.org/resources/leaflets/6Reformatting/08DigitalPreservationReadiness.php.

• Cornell University Library. “Digital Preservation Management: Implementing Short-Term Strategies for Long-Term Problems.” http://www.library.cornell.edu/iris/tutorial/dpm/eng_index.html. Please complete 5: Challenges; 6: Program Elements; and Conclusion.

• Heritage Preservation. A Public at Risk: The Heritage Health Index Report on the State of America’s Collections; a project of Heritage Preservation and the Institute of Museum and Library Services, 2005. http://www.heritagepreservation.org/HHI/HHIsummary.pdf.

• Hoorens, Stign, Jeff Rothenberg, Constantijn van Oranje-Nassau, Martin van der Mandele, Ruth Levitt. Towards a Robust Strategy for Digital Archiving and Preservation. Santa Monica, Calif.: Rand Europe, 2007.

12

Page 13: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Digital Preservation & Access Fall, 2008

• Kenney, A.R. and Buckley, E. “Developing Digital Preservation Programs: the Cornell Survey of Institutional Readiness, 2003-2005.” RLG DigiNews, 9, no. 4 (Aug. 15, 2005). http://www.rlg.org/en/page.php?Page_ID=20744#article0

• Russell, A. “Surveying the Digital Readiness of Institutions.” First Monday, 12, no. 7 (2007). http://www.firstmonday.org/issues/issue12_7/russell/index.html

13

Page 14: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Digital Preservation & Access Fall, 2008

15. Tuesday, October 7: iRODS: Guest Lecture by Dr. Richard Marciano.

REQUIRED:• Moore, Reagan. “Building Preservation Environments with Data Grid Technology.”

The American Archivist, 69 (Spring/Summer 2006): 139-158. [Blackboard]• Moore, Reagan. “Towards a Theory of Digital Preservation.” International Journal of Digital

Curation. (June 2008). http://www.ijdc.net/ijdc/article/view/63/82.

16. Thursday, October 9: Other Approaches to Preservation.

REQUIRED:• Caplan, Priscilla. "The Preservation of Digital Materials." Library Technology Reports 44(2), (February/

March 2008). https://publications.techsource.ala.org/products/archive.pl?article=2614.

• Cornell University. Digital Preservation Management Tutorial: Implementing Short-term Strategies for Long-term Problems. “Digital Preservation Strategies.” http://www.library.cornell.edu/iris/tutorial/dpm/terminology/strategies.html.

• Hedstrom, Margaret L., Christopher A. Lee, Judith S. Olson, amd Clifford Lampe. “The Old Version Flickers More:” Digital Preservation from the User’s Perspective. The American Archivist 69 (Spring/Summer 2006): 159-187.

• National Archives of Australia. An Approach to the Preservation of Digital Records. 2002. http://www.naa.gov.au/recordkeeping/er/digital_preservation/Green_Paper.pdf.

• Rothenberg, Jeff. “Ensuring the Longevity of Digital Documents.” Scientific American 272 (January 1995): 42–47.

• Strodl, Stephan, Andreas Rauber, Christoph Rauch, and Robert Neumayer, “How to Choose a Digital Preservation Strategy: Evaluating a Preservation Planning Procedure.” Proceedings of the ACM IEEE Joint Conference on Digital Libraries. June 18-23, 2007: Vancouver, British Columbia, Canada, pp. 29-38. Available through UNC e-journals.

• Thibodeau, Kenneth. “Overview of Technological Approaches to Digital Preservation and Challenges in Coming Years.” In The State of Digital Preservation: An International Perspective. Conference Proceedings. Washington, D.C., Documentation Abstracts, Inc. Institutes for Information Science, April 24-25, 2002. Council on Library and Information Resources, Washington, D.C. http://www.clir.org/pubs/reports/pub107/thibodeau.html.

RECOMMENDED:• ADHS. “Excavating Data: Retrieving the Newham Archive.” (May 3, 2001).

http://ahds.ac.uk/creating/case-studies/newham/index.htm.• Hamilton, Christopher. “XML/XSLT-Mediated File Format Migration as a Digital Preservation

Strategy.” RLG DigiNews 7/4 (August 2003). http://www.rlg.org/preserv/diginews/diginews7-4.html#faq.

• Mellor, Phil. “CAMiLEON: Emulation and BBC Domesday.” DigiNews 7/2 (April 2003).http://www.rlg.org/preserv/diginews/diginews7-2.html#feature3.

14

Page 15: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Digital Preservation & Access Fall, 2008

• Oltmans, Erik and Nanda Kol. “A Comparison between Migration and Emulation in Terms of Costs.” RLG DigiNews 9 no. 2 (April 15, 2005). http://www.rlg.org/en/page.php?Page_ID=20571#article0.

AUTHENTICITY & APPRAISAL

17. Tuesday, October 14: Authenticity.

REQUIRED:• Bearman, David and Jennifer Trant. “Authenticity of Digital Resources: Towards a Statement of

Requirements in the Research Process.” D-Lib Magazine (June 1998). http://www.dlib.org/dlib/june98/06bearman.html.

• CLIR. Authenticity in a Digital Environment. Washington, DC.: Council on Library and Information Resources, 2000. http://www.clir.org/pubs/reports/pub92/pub92.pdf. Scan all; read Lynch.

• Integrity and Authenticity of Digital Cultural Heritage Objects. Digicult Thematic Issue #1, 2002. http://www.digicult.info/downloads/thematic_issue_1_final.pdf Read Ross essay, pp. 7-8 and scan remainder.

RECOMMENDED:• Characteristics of Archival Documents. UCL. SLAIS. http://www.ucl.ac.uk/~uczcw09/appraisl/

characs.htm• Interpares. Authenticity Task Force Report. 34p. 2002. http://www.interpares.org/book/

interpares_book_d_part1.pdf

** Thursday, October 16: Fall Break.

18. Tuesday, October 21: Selection and Appraisal

A. Why Digitize?

REQUIRED:• Conway, Paul. “II. Overview: Rationale for Digitization and Preservation,”

Handbook for Digital Projects: A Management Tool for Preservation and Access. Andover, MA: NEDCC, 2000. http://www.nedcc.org/oldnedccsite/digital/ii.htm.

• Coyle, Karen. Mass Digitization of Books. The Journal of Academic Librarianship 32(6) (2006): 641-645. Available in UNC e-journals.

• Hazen, Dan, Jeffrey Horrell, and Jan Merrill-Oldham. “A Decision-Making Matrix” from Selecting Research Collections for Digitization. Washington, DC: CLIR, 1998. http://www.clir.org/pubs/reports/hazen/matrix.html.

• Johnson, Richard K. “In Google's Broad Wake: Taking Responsibility for Shaping the Global Digital Library.” ARL: A Bimonthly Report 250 (2007): 1-15. http://www.arl.org/bm~doc/arlbr250digprinciples.pdf. Smith, Abby. “Why Digitize?” Washington, D.C.: Council on Library and Information Resources, 1998. http://www.clir.org/pubs/reports/pub80-smith/pub80.html.

15

Page 16: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Digital Preservation & Access Fall, 2008

RECOMMENDED:Kenney, Anne R. and Oya Y. Rieger. “Introduction.” Moving Theory into Practice. Mountain View, CA: RLG, 2000, 1-10. On reserve.NINCH Guide to Good Practice. Chapter 3. “Selecting Materials: An Iterative Process.” http://www.nyu.edu/its/humanities/ninchguide/III/.

B. Overview of Selection Principles.

REQUIRED:• “Decision Tree for Selection of Materials for Long-Term Retention.” Modified and updated by

Deborah Woodyard-Robinson. Digital Preservation Coalition, March 8, 2006. http://www.dpconline.org/graphics/handbook/dec-tree.html.

• Gertz, Janet. “Preservation and Selection for Digitization.” NEDCC. 2007. http://www.nedcc.org/resources/leaflets/6Reformatting/06PreservationAndSelection.php.

• Work through the “Moving Theory into Practice Digital Imaging Tutorial,” Chapter 2. http://www.library.cornell.edu/preservation/tutorial/selection/selection-01.html

• NCECHO. Guidelines for Digitization. 2005. http://www.ncecho.org/guide/selection.asp• National Information Standards Organization, Framework Advisory Group. 2004.

A Framework of Guidance for Building Good Digital Collections. 2nd edition. http://www.niso.org/framework/framework2.html

• Rieger, Oya Y. Preservation in the Age of Large-Scale Digitization A White Paper. CLIR Report 141 (February 2008). http://www.clir.org/pubs/abstract/pub141abst.html,

• University of California Libraries. 1997. “Selection Criteria for Digitization.” http://libraries.universityofcalifornia.edu/cdc/pag/digselec.html

RECOMMENDED:• DeStefano, Paula. Chapter 2: “Selection for Digital Conversion,” In: Kenney, Anne R. & Oya

Reiger. Moving Theory into Practice. Mountain View, CA: RLG, 2000, 11-23. • Ayris, Paul. 1998. “Guidance for Selecting Materials for Digitisation.” Joint RLG and NPO

Preservation Conference Guidelines for Digital Imaging. http://www.rlg.org/preserv/joint/ayris.html

• Columbia University. "Selection Criteria for Digital Imaging Projects." 1998. http://www.columbia.edu/cu/lweb/projects/digital/criteria.html

• Council on Library and Information Resources, Task Force on the Artifact in Library Collections. 2001. The Evidence in Hand. http://www.clir.org/pubs/abstract/pub103abst.html

• Gertz, Janet. 1998. Selection Guidelines for Preservation. Joint RLG and NPO Preservation Conference Guidelines for Digital Imaging. http://www.rlg.org/preserv/joint/gertz.html

• Oxford University. "Assessment Criteria for Digitization." http://www.bodley.ox.ac.uk/scoping/assessment.html

• Hazen, Dan, Jeffrey Horrell, and Jan Merrill-Oldham. 1998. Selecting Research Collections for Digitization. Council on Library and Information Resources. http://www.clir.org/pubs/reports/hazen/pub74.html

16

Page 17: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Digital Preservation & Access Fall, 2008

• Library of Congress, Preservation Reformatting Division. 2005. “Selection Criteria for Preservation Digital Reformatting.” http://lcweb.loc.gov/preserv/prd/presdig/presselection.html

• Menne-Haritz, Angelika, and Nils Brübach. 2005. “The Intrinsic Value of Archive and Library Material.” Archivschule Marburg. http://www.archivschule.de/content/292.html

• National Library of Australia. 2006. “Collection Digitisation Policy.” http://www.nla.gov.au/policy/digitisation.html

• Smith, Abby. “Strategies for Building Digitized Collections.” Washington, DC: Council on Library and Information Resources, 2001. http://www.clir.org/pubs/abstract/pub101abst.html

• University of California. California Digital Library. “Collection Development Process.” 2004 http://www.cdlib.org/inside/collect

• Vogt-O’Connor, Diane. “Selection of Materials for Scanning.” In Handbook for Digital Projects: A Management Tool for Preservation and Access. Maxine K. Sitts, editor. Andover, Mass.: Northeast Document Conservation Center, 2000. http://nedcc.org/oldnedccsite/digital/iv.htm

ASSIGNMENT: • Assign dates for grant project group presentations scheduled for November 11, 28, and

20th.

19. Thursday, October 23: Copyright and Rights Management.

REQUIRED:• Besek, June M. Copyright Issues Relevant to the Creation of a Digital Archive: A Preliminary Assessment

(Washington, DC: CLIR & LOC, January 2003). http://www.clir.org/pubs/abstract/pub112abst.html

• Coyle, Karen. “Rights in the PREMIS Data Model: A Report for the Library of Congress.” Washington, D.C.: Library of Congress, December 2006. http://www.loc.gov/standards/premis/Rights-in-the-PREMIS-Data-Model.pdf.

• Gasaway, Laura N. “America's Cultural Record: A Thing of the Past?” Houston Law Review, 2003. http://www.unc.edu/%7Eunclng/America%27s%20cultural%20record.htm

• Hirtle, Peter. “Copyright Term and the Public Domain in the United States” (table). (January 2007). http://www.copyright.cornell.edu/training/copyrightterm.pdf

• Hirtle, Peter B. “Digital Preservation and Copyright.” Stanford University Libraries. Copyright and Fair Use. http://fairuse.stanford.edu/commentary_and_analysis/2003_11_hirtle.html

• Section 1098 Study Group. Executive Summary. March 2008. http://www.section108.gov/docs/Sec108ExecSum.pdf

RECOMMENDED:

• Hirtle, Peter. “The Impact of the Librarian of Congress's Rulemaking on the Digital Millennium Copyright Act.” RLG DigiNews 7/6 (December 15, 2003). http://www.rlg.org/preserv/diginews/diginews7-6.html#faq

• Library of Congress. Section 108 Study Group Report; an independent report sponsored by the United States Copyright Office and the National Digital Information Infrastructure and Preservation Program of the Library of Congress. Washington, D.C.: Library of Congress, March 2008. http://www.section108.gov/docs/Sec108StudyGroupReport.pdf.

17

Page 18: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Digital Preservation & Access Fall, 2008

• NINCH Guide to Good Practice. Chapter 4. “Rights Management.” http://www.nyu.edu/its/humanities/ninchguide/IV/.

• Ryan, Alicia. “Contract, Copyright, and the Future of Digital Preservation.” Journal of Science and Technology Law, 10, 1 (Winter 2004). http://www.bu.edu/law/scitech/volume10issue1/RyanWeb.pdf

• Sherpa/RoMEo. “Publisher Copyright Policies and Self-Archiving.” http://www.sherpa.ac.uk/romeo.php

• Stanford University. Copyright Renewal Database. http://collections.stanford.edu/copyrightrenewals/bin/page?forward=home

DUE: Paper.REPOSITORY FUNCTIONS AND SERVICES

20.Tuesday, October 28: OCR and Encoding.

REQUIRED:• Chapman, Stephen. “Working with Printed Text and Manuscripts.” Handbook for Digital Projects: A

Management Tool for Preservation and Access. Andover, MA: NEDCC, 2000. (See 1. Working with Printed Text and Manuscripts at: http://nedcc.org/oldnedccsite/digital/vii.htm). Fenton, Eileen G. “An OCR Case Study.” Handbook for Digital Projects: A Management Tool for Preservation and Access. Andover, MA: NEDCC, 2000. (See 3. An OCR Case Study, at: http://nedcc.org/oldnedccsite/digital/vii.htm )

• NINCH Guide to Good Practice. Chapter 5. “Digitization and Encoding of Text.” http://www.nyu.edu/its/humanities/ninchguide/V/

• DigiCult Technology Watch Briefing 7: “The XML Family of Technologies.” Pp.41-66. http://www.digicult.info/downloads/html/1082026370/1082026370.html.

• U.S. GPO. “Report on the Meeting of Experts on Digital Preservation.” (March 12, 2004). http://www.gpoaccess.gov/about/reports/preservation.pdf

RECOMMENDED:• “A Gentle Introduction to XML,” (Chapter two of Guidelines for Electronic Text Encoding and

Interchange (TEI P3)) edited by C. M. Sperberg-McQueen and Lou Burnard http://www.tei-c.org/Guidelines2/gentleintro.pdf Browse.

• Price-Wilkin, John. Chapter 6: “System Building and Image Processing,” In: Kenney, Anne R. & Oya Reiger. Moving Theory into Practice. Mountain View, CA: RLG, 2000, 101-118. On reserve.The Text Encoding Initiative: http://www.tei-c.org/. Browse.

• See the OASIS SGML/XML Web Page by Robin Cover for extensive explanations, bibliographies, standards, and position papers at: http://www.oasis-open.org/cover/xml.html and http://www.oasis-open.org/cover/rdf.html.

21. Thursday, October 30: Metadata for Access, Management, and Preservation.

REQUIRED:Gilliland-Swetland, Anne. “Introduction to Metadata: Setting the Stage,” Getty Research Institute, Online Edition. Version 2.1. http://www.getty.edu/research/institute/standards/intrometadata/

18

Page 19: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Digital Preservation & Access Fall, 2008

• RLG. PREMIS Web Site. (PREservation Metadata Implementation Strategies). http://www.oclc.org/research/projects/pmwg/.

• Moving Theory into Practice Digital Imaging Tutorial, Chapter 5. http://www.library.cornell.edu/preservation/tutorial/metadata/metadata-01.html .

• OCLC Website for Dublin Core materials: http://purl.org/DC/• Understanding Metadata. NISO Press, 2004. http://www.niso.org/standards/resources/

UnderstandingMetadata.pdf.

RECOMMENDED:• Lagoze, Carl & Sandra Payette. Chapter 5: “Metadata: Principles, Practices, & Challenges,” In:

Kenney, Anne R. & Oya Reiger. Moving Theory into Practice. Mountain View, CA: RLG, 2000, 84-100.• Lavoie, Brian and Richard Gartner. “Preservation Metadata.” DPC Technology Watch Report

05-01. London: Digital Preservation Coalition, 2005. http://www.dpconline.org/docs/reports/dpctw05-01.pdf.

• Metadata Encoding and Transmission Standard (METS). http://www.loc.gov/standards/mets.

• NINCH Guide to Good Practice. “Appendix B: Metadata.” http://www.nyu.edu/its/humanities/ninchguide/appendices/metadata.html

• PREMIS Editorial Committee. PREMIS Data Dictionary for Preservation Metadata, version 2.0, March 2008. http://www.loc.gov/standards/premis/v2/premis-2-0.pdf.

• PREservation Metadata: Implementation Strategies (PREMIS) Maintenance Activity. http://www.loc.gov/standards/premis.

• RLG. “Descriptive Metadata Guidelines for RLG Cultural Materials.” 2005. http://www.rlg.org/en/pdfs/RLG_desc_metadata.pdf. Browse.

• Seybold. “"No Pain, No Metadata": This article in the June 22, 2005 issue of the Seybold Report provides a synopsis of the PREMIS final report. [Available through E-Journals in UNC Libraries]

MANAGEMENT & FINANCES

22.Tuesday, November 4: Project & Risk Management.

REQUIRED:• DCC & DPE. DRAMBORA. 1.0 (2007), 1-28.• ERPANET. “Risk Communication Tool.” (2003). http://www.erpanet.org/guidance/docs/

ERPANETRiskTool.pdf • Moving Theory into Practice Digital Imaging Tutorial, Chapter 9. “Management.” http://

www.library.cornell.edu/preservation/tutorial/management/management-01.html.

• Kenney, Anne R. et al. “Preservation Risk Management for Web Resources Virtual Remote Control in Cornell's Project Prism.” D-Lib Magazine 8/1 (January 2002).

• Lawrence, Gregory W., et al. Risk Management of Digital Information: A File Format Investigation. (CLIR Report, June 2000), 23 – 26. http://www.clir.org/pubs/reports/pub93/pub93.pdf

RECOMMENDED:

19

Page 20: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Digital Preservation & Access Fall, 2008

• Kenney, Anne R. Chapter 9: “Project to Programs: Mainstreaming Digital Imaging Initiatives,” In: Kenney, Anne R. & Oya Reiger. Moving Theory into Practice. Mountain View, CA: RLG, 2000, 153-176.

• NINCH Guide to Good Practice. Chapter 9. “Working with Others.” http://www.nyu.edu/its/humanities/ninchguide/IX/.

23.Thursday, November 6: How Much Does This All Cost?

REQUIRED• Beagrie, Neil, Julia Chruszcz, and Brian Lavoie. Keeping Research Data Safe. May 2008. http://

www.jisc.ac.uk/publications/publications/keepingresearchdatasafe.aspx. Read executive summary.

• Cedars. Cedars Guide to Digital Collection Management. (2002). Section 5, pp. 21-23. http://www.leeds.ac.uk/cedars/guideto/collmanagement

• Center for Technology in Government. Opening Gateways: A Practical Guide for Designing Electronic Records Access Programs (2002). Cost estimation tool, pp. 29-26 and appendix. http://www.ctg.albany.edu/publications/guides/gateways/gateways.pdf

• Chapman, S. “Counting the Costs of Digital Preservation: Is Repository Storage Affordable?” JoDI 4/2 (May 2003) http://jodi.ecs.soton.ac.uk/Articles/v04/i02/Chapman/ & http://jodi.ecs.soton.ac.uk/Articles/v04/i02/Chapman/chapman-final.pdf.

• Digital Preservation Coalition. Handbook. Chapter 3.7: “Institutional Strategies – Costs and Business Modeling.” http://www.dpconline.org/graphics/inststrat/costs.html

• NINCH Symposium: “The Price of Digitization: New Cost Models for Cultural and Educational Institutions.” (April 8, 2003) http://www.ninch.org/forum/price.report.html.

• University College London and the British Library. “Life: Life Cycle Information for E-literature.” http://www.life.ac.uk/.

RECOMMENDED:• Bonn, Maria. “Benchmarking Conversion Costs: A Report from the Making of America IV

Project.” RLG DigiNews (October 15, 2002). http://www.rlg.org/preserv/diginews/diginews5-5.html#feature2

• Connaway, Lynn S. and Stephen R. Lawrence. “Comparing Library Resource Allocations for the Paper and the Digital Library: An Exploratory Study.” DLib Magazine 9 no. 12 (December 2003). http://www.dlib.org/dlib/december03/connaway/12connaway.html.

• Kenney, Anne R. Chapter 9: “Project to Programs: Mainstreaming Digital Imaging Initiatives,” In: Kenney, Anne R. & Oya Reiger. Moving Theory into Practice. Mountain View, CA: RLG, 2000, 153-176.Puglia, Steve. “The Costs of Digital Imaging Projects.” RLG DigiNews 3 no. 5 (October 1999). http://www.rlg.org/preserv/diginews/diginews3-5.html#feature.

• RLG Worksheet for Estimating Digital Reformatting Costs. http://www.rlg.org/preserv/RLGWorksheet.pdf.

• Sanett, Shelby. “The Cost to Preserve Authentic Electronic Records in Perpetuity: Comparing Costs across Cost Models and Cost Frameworks.” RLG DigiNews 7 no. 4 (Aug. 15, 2003). (http://www.rlg.org/preserv/diginews/diginews7-4.html#feature2 Tanner, Simon and Joanne Lomax Smith, “Digitisation: How Much Does It Really Cost?” (paper for the Digital Resources for the Humanities 1999 Conference, September 12-15, 1999). http://heds.herts.ac.uk/resources/papers/drh99.pdf

20

Page 21: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Digital Preservation & Access Fall, 2008

YOUR PROJECTS

24.Tuesday, November 11: Project Presentations.

25.Thursday, November 13: Projects to Programs: Policies, Sustainability, and New Directions.

• Barton, M. and J. Walker. “Building a Business Plan for DSpace, MIT Libraries Digital Institutional Repository.” JoDI 4/2 (May 2003). http://jodi.ecs.soton.ac.uk/Articles/v04/i02/Barton/ & http://jodi.ecs.soton.ac.uk/Articles/v04/i02/Barton/barton-final.pdf

• ERPANET. “Digital Preservation Policy Tool.” (2003). http://www.erpanet.org/guidance/docs/ERPANETPolicyTool.pdf

• LaVoie, Brian and Lorcan Dempsey (2004) “Thirteen Ways of Looking at…Digital Preservation.” D-LibMagazine 10(7/8). http://www.dlib.org/dlib/july04/lavoie/07lavoie.html.

• National Library of Australia. Digital Preservation Policy, October 2007. http://www.nla.gov.au/policy/digpres.html.

• NINCH Guide to Good Practice. Chapter 11. “Sustainability: Models for Long-Term Funding.” http://www.nyu.edu/its/humanities/ninchguide/XI/.

• Reiger,Oya Y. Chapter 8: “Project to Programs: Developing a Digital Preservation Policy,” In: Kenney, Anne R. & Oya Reiger. Moving Theory into Practice. Mountain View, CA: RLG, 2000, 135-152. On reserve in SILS Library.

• Zorich, Diane M. A Survey of Digital Cultural Heritage Initiatives and Their Sustainability Concerns. Washington, D.C.: CLIR, June 2003. http://www.clir.org/pubs/abstract/pub118abst.html

26.Tuesday, November 18: Project Presentations.

27.Thursday, November 20: Project Presentations.

THE FUTURE

28.Tuesday, November 25: Evaluation & Future Visions.

• NINCH Guide to Good Practice. Chapter 12. “Assessment of Projects by User Evaluation.” http://www.nyu.edu/its/humanities/ninchguide/XII/.

• Heath, F., M. Kyrillidou, D. Webster, S. Choudhury, B. Hobbs, M. Lorie, and N. Flores. “Emerging Tools for Evaluating Digital Library Services: Conceptual Adaptations of LibQUAL+ and CAPM.”JoDI 4/2 (June 2003). http://jodi.ecs.soton.ac.uk/Articles/v04/i02/Heath/

• DigiCult. “Thematic Issue 7: The Future Digital Heritage Space.” (December 2004). http://www.digicult.info/downloads/dc_thematic_issue7.pdf

DUE: 12 PM via email to class: Completed Grant Proposals.

** Thursday, November 27: Thanksgiving.

21

Page 22: INLS 752: Digital Preservation and Accessdigitalcurationexchange.org/system/files/INLS752SyllabusFall2008HR... · INLS 752: Digital Preservation and Access ... resource allocation

Digital Preservation & Access Fall, 2008

** Tuesday, December 2: NO CLASS. Digital Curation Conference in Edinburgh, Scotland.

** Thursday, December 4:

ASSIGNEMENT: Due: 12 PM via email to instructors: Evaluation of proposals and reviewing scores.

29. Thursday, December 11, 8 – 10 AM: Exam Period (Final session with comments on grant proposals).

22