capturing and preserving yourarchives.library.illinois.edu/slc/files/2016/06/chris-prom.pdf ·...
TRANSCRIPT
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Capturing and Preserving Your Organization’s Digital History
Chris Prom
Assistant University Archivist and Professor
University of Illinois Archives
http://e-records.chrisprom.com
2016 National Archives Conference
for Fraternities and Sororities
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Exercise One
• Work with a neighbor• Describe something your organization
produces in digital format that has long term value
• List one or more challenges that you think might make it difficult to make it accessible 100 years from now.
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■ Variety of formats (difficult to render in future)
■ Software and hardware dependence
■ Bulk of records
■ Context easily lost
■ Varying information practices (file naming
■ Need to adapt existing practices . . .
■ While learning new theories and techniques
■ (The seeming) complexity of standards
■ Understanding which tools to use
Some Common Processing Challenges
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■ “Certainly there are a range of critical issues
confronting special collections and archives in
this age of digital production. But of most
immediate importance, it would seem to me, is
the active acquisition of born-digital material
without formal plans for the ongoing
management and preservation of these
materials.”
—Ben Goldman, Bridging the Gap, 12
The Meta-problem
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Fundamental Question
• What do we really need to do to:
– capture and preserve ‘digital objects’
– Retain them as evidence
– Show they are authentic
• It’s less than you might think . . .
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Top Ten Ways Your Organization can Capture and Preserve its Digital Heritage!
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Number 10
Decide what to preserve
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Survey your organization
• Methods:–Develop simple survey and ask people to
complete it–survey materials on websites, cloud services and
shared drives
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Decision Making Criteria
• Good: By format or media type• Better: By creating person or group• Best: By function or activity in the
organization• These are not mutually exclusive and other
factors may apply
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Discussion
What digital materials best document your organization and are most likely to be of historical value?
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Number 9
Know Thyself (and Stewardship Requirements)
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■ Appraisal process (does x have continuing
value?)
■ Transfer method
■ Storage ‘solution’ (however imperfect)
■ Descriptive system
■ Preservation policies and planning
■ Access tools
—see Ben Goldman, Bridging the Gap
Basic Archives Programs Have
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General Process
• Understand the format and structure of what you are trying to preserve
•Know your capacities/start small, think big!
• Match tools to tasks, within your existing technology framework
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Taking Custody
• Transfer/copy
• Secure legal custody
• Gather contextual info
• ID conservation issues
• Stabilize records
• Identify formats, extent, structure
• Achieve rudimentary intellectual control (prepare SIP)
Processing
• Develop processing plans
• Establish ‘intellectual arrangement’
• Note relationships
• arrange records
• Identify and record preservation and access issues
• Organize records
• Describe records
• Transfer to storage, discovery, access systems
Summary of Requirements
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ProcessingStorage
Discovery Access
Personnel
System Development
Software
Hardware
Personnel
Processing Plans
Descriptive Tools
Descriptive Standards
Decisions and Implementation
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Number 8
Develop a simple, flexible workflow
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Conduct
Research
Survey
Collection
Create
Processing
Plan
Arrange
Materials
Describe
Materials
Arrangement and Description
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Number 7
Choose your tools carefully
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Basic Tool Types
• Capture• File Processing (de duplication etc)• Identification• Digital Preservation• Storage• Description
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Basic Tool Tips
• Use those at your comfort level• Avoid tools that use closed or ‘functionally
closed’ formats/technologies• Open source vs. Proprietary• photo sharing websites: look for
–Bulk download–uses and preserves embedded metadata
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Exercise Two
• Work with a Neighbor• List Three pieces of software or services you
already use that might help you capture or preserve your organization’s digital materials
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Number 6
Give people easy deposit pathways
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Transfer Methods
• Email• File Sharing Service (Box, Dropbox)• On device• Disk imaging (for experts!)
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Forensic Software (expert tool!)
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Taking Custody
• Track what you receive• “Accession Log Spreadsheet”• http://goo.gl/Oy81Ds
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Automated capture
• Ideal for transactional records and ‘lifestreaming’ applications (social media)
• Twitter: TAGS (Twitter Archiving Google Sheet)
• Websites: –Archive IT, https://www.httrack.com/, wget.
• Facebook and others: ThinkUp • Social Feed Manager (Experts Only!)
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MailStore Home (for Email)
• Free for personal use
• Downloads to Local Computer
• Must be run manually
• Dependent on scheduling and backup
• http://www.mailstore.com/
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EPADD (EMail Process, Appraise, Discover, Deliver)
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• Connects to and downloads email• Allows to arrange, remove, (redact)• Demo
–http://localhost:9099/epadd/index.jsp
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Number 5
Have safe places(to put things)
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Storage Options
• 3-2-1 rule• Options
–Local• requires careful configuration, RAID along not
sufficient
–Non preservation cloud providers• e.g. Amazon Glacier
–Preservation-oriented cloud• Duracloud• Beware online Backup services!
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Photos
• https://www.smugmug.com/• http://www.resourcespace.org/• https://github.com/guardian/grid
http://www.embeddedmetadata.org/social-media-test-results.php
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Digital Preservation Services
• DSpace Direct• Preservica• ArchivesDirect
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Number 4
Group like things together
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■ Records are unique:
–organic nature,
–aggregations sharing common provenance
(origin) should be kept together and separate
from records of other provenance
■ original order
■ Arrangement means identifying groupings; order
can be imposed but usually not necessary
Key Points
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Archives levels can apply digitally
• Collection• Series• File• Item
–Example:• http://archives.library.illinois.edu/archon/index.php?
p=digitallibrary/digitalcontent&id=7893
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Processing Plans
• AIMS White Paper–http://dcs.library.virginia.edu/aims/white-paper/
• Includes factors such as–Formats, extents of material–organization–technical and preservation problems–recommended arrangement and access methods
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“Archival Information Packet”
Lavoie, Brian. The Open Archival Information System Reference Model: Introductory Guide. DPC Technology Watch Report 04-01. London: Digital Preservation Coalition, 2004.
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Catalog Record for ER-0001
_____________________
_____________________
_____________________
Archival Information Packet
ER-0001
• Content Information
• Data object(s)
• Rep. Information
• Preservation Description
Information
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Example
• Records from Center for Democracy in Multiracial Society
–http://archives.library.illinois.edu/archon/index.php?p=digitallibrary/digitalcontent&id=6854
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Number 3
Describe what you have
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Archival Descriptive Systems
• ICA AtoM• ArchivesSpace• Archon• Also built in to hosted preservation services
listed later.
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■ Describing Archives: A Content Standard
(DACS) = what to record ◻ Use professional judgment / practice
■ Choosing an appropriate level of description
■ Choosing and using data elements consistently
■ Describing creators
■ Recording access points
◻ http://saa.archivists.org/store/describing-archives-a-content-
standard-dacs/223/
Archival Description
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Key Description Fields from DACS
• reference code/ID• title• dates• extent• name of creator• scope and contents (formats and subjects)• conditions governing access• relationship of parts to whole
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Exercise Three
Thinking of some materials you would like to preserve
• Develop a–Title, –Extent–Scope/Contents Note
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Number 2
always remember:
“Access drives preservation”
Brewster Kahle, founder of the Internet Archive,
at UNESCO Memory of World Conference, 2012
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AND . . . . .
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The Number one way
Work with Partners!!!
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Resources
http://www.digitalpreservation.gov/http://digitalpowrr.niu.edu/Ellen and SLC Program
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Capturing and Preserving Your Organization’s Digital History
Chris Prom
Assistant University Archivist and Professor
University of Illinois Archives
http://e-records.chrisprom.com
2016 National Archives Conference
for Fraternities and Sororities