magnetic videotape recordings: preservation, assessment, and migration

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MAGNETIC VIDEOTAPE RECORDINGS: Preservation, Assessment, and Migration Sarah Stauderman Collections Care Manager Smithsonian Institution Archives 1 Digital Directions, August 18, 2010

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Presentation delivered by Sarah Stauderman, Smithsonian Institution Archives' Collection Care Manager, at the Smithsonian Archives Fair on October 22, 2010 in Washington, DC. Highlights basic information you need to know about your videotape collections in order to make good decisions about preserving them.

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Page 1: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

MAGNETIC VIDEOTAPE RECORDINGS:

Preservation, Assessment, and Migration

Sarah StaudermanCollections Care Manager

Smithsonian Institution Archives

1Digital Directions, August 18, 2010

Page 2: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Key Concepts for Video Preservation

• Identify Collections – Attributes– Materials – technical issues and connoisseurship– Content

• Identify Preservation Strategy– Storage– Selection through survey and assessment

• Implement Preservation Reformatting– Documentation– Collaboration– Expertise

2Digital Directions, August 18, 2010

Page 3: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Attributes

• What is the videotape format?– What are the known materials for this format type?– Is the format considered a professional, consumer, or

“prosumer” format?

• What is the date of the videotape?• What is the content of the videotape?• What are the known storage needs for this

material?• What is the obsolescence rating for this format?

3Digital Directions, August 18, 2010

Page 4: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Magnetic Media Cross-Section

Polyester

Polyurethane

Back-coat

with magnetic particles and additives

2-5 m

10-40 m

4Digital Directions, August 18, 2010

Page 5: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Magnetic Component

• Gamma Ferric Oxide - stable• Barium Ferrite (BaF) – very stable• Chromium Dioxide (Cr02) – early forms

unstable; later forms stable• Metal Particle (MP) – earliest form

unstable; later forms stable• Metal Evaporated (ME) – unstable

5Digital Directions, August 18, 2010

Page 6: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Videotape Deterioration

• Physical Structure: Base, Binder, Pigment• Binder Failure: “Sticky Shed Syndrome”• Life Expectancy: 10 – 30 years

– “Magnetic Tape Storage and Handling” (1995) Commission on Preservation and Access and National Media Lab

R1-NH-C(=O)-O-R2

6Digital Directions, August 18, 2010

Page 7: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Agents of Deterioration

• Heat• Light• Excessive Moisture• Extreme Mechanical Stress• Dust

7Digital Directions, August 18, 2010

Page 8: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Appropriate Storage for VideotapesISO 18923 and 18933

• 10-year storage: 46°-73°F and 15-50% RH • 50-year storage: 51°F and 50% RH and

pollution controls• Never place magnetic media below 46°F

8Digital Directions, August 18, 2010

Page 9: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Basic Preservation Guidelinesfrom Magnetic Tape Storage and Handling

• Replace tapes every 10-30 years (when 12% of binder hydrolyzed)

• Store at 59°F (+/- 5°) and 40% RH

• Treatment such as baking advocated for damaged tapes

• Visual examination leads to quality of playback diagnosis

• When do you know that 12% has hydrolyzed?

• Why can’t tapes be frozen? (lubricant)

• What are the long-term effects of baking or other?

• No conclusive methods to show correlation of physical state to sticky shed

9Digital Directions, August 18, 2010

Page 10: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Basic Housekeeping

• Dust free• Grounded metal shelves• Upright, like books• Wound (or rewound) position• Remove record tab• Find out what you have – and label it –

before it gets put on a shelf.

10Digital Directions, August 18, 2010

Page 11: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Format Proliferation

• Reel-to-reel• Cartridge• Cassette

Each requires specific playback machinery and has different qualities

11Digital Directions, August 18, 2010

Page 12: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

VR - 1000

The VR-1000 was the first videotape recorder ever sold. It achieved its success by separating the “writing speed” (the speed at which information is recorded on the tape) from the tape speed through the use of spinning heads, a principle that has continued in every videotape format to date.

12Digital Directions, August 18, 2010

Page 13: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Format Proliferation~over 60 separate formats~

13Digital Directions, August 18, 2010

Page 14: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Format Identification Guideshttp://videopreservation.stanford.edu/vid_id/

index.html Videotape Identification Guide produced in 1998-99 to help curators, collections managers, and conservators identify formats

http://www.arts.state.tx.us/video/pdf/video.pdf

Texas Commission of the Arts Videotape Identification and Assessment Guide 2004

http://en.wikipedia.org/wiki/Videotape_recorder

14Digital Directions, August 18, 2010

Page 15: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

OBSOLESCENCE

ExtinctCritically endangeredEndangeredThreatenedVulnerableLower risk

15Digital Directions, August 18, 2010

Page 16: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

SMPTE STANDARDSSociety of Motion Picture and

Television Engineers

16Digital Directions, August 18, 2010

Page 17: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

NTSC

• National Television System Committee– Established the specifications for resolution of display

of the video signal on the television picture tube in the United States (used in Canada and Japan too)

– 525 horizontal lines per frame of video– Frame rate is 30 frames per second– ULTIMATE picture quality = 210,000 pixels

• Distinguished from SECAM or PAL– 600 horizontal lines per frame of video– Frame rate is 25 frames per second– ULTIMATE picture quality = 300,000 pixels– Much better color fidelity

17Digital Directions, August 18, 2010

Page 18: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

NTSC Composite (or, how to broadcast color on a black-and-white system)

• Color Video Signal (RGB Signal) consisting of red, green, blue

• Color information generates a Luminance Signal (“Y” or black and white) and phase-alternating Chrominance Signal (“C” color information)

• Thus COMPOSITE indicates 2 signals coming from 3 sources

• If information coming from “C” is out-of-phase, can generate major image color shift, thus “never the same color”

18Digital Directions, August 18, 2010

Page 19: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

NTSC Component

• Color Component Video exists as three separate electric signals (plus synchronization): Red, Green, Blue.

• Each color signal is processed through its own isolated path.

• Some systems use a Y, R-Y, B-Y configuration in order to eliminate unnecessary color information.

19Digital Directions, August 18, 2010

Page 20: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Analog vs. Digital

ANALOG• Continuous waveform representing the size and shape

of picture information• Can be component or composite

DIGITAL• Video signal exists as a set of numbers representing

analog voltage values• Quality of video is determined by the precision and

frequency of sampling of analog values• Can be component or composite

20Digital Directions, August 18, 2010

Page 21: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Preservation Strategy

• What to Preserve: – Preserve the object, migrate, emulate? Defer action? – Selection

• Why Preserve: Documentary, Intrinsic, Artistic Value?

• How to Preserve: For instance, if choose to migrate In house or outside vendor? What preservation “format”? How to incorporate duplicates into collections?

• For whom: General public through the Internet; lone scholars on-demand; to generate programming?

21Digital Directions, August 18, 2010

Page 22: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Preservation Priority Surveys

• Host of new tools (see Audio Preservation handouts)

• Needs diagnostic data points

22Digital Directions, August 18, 2010

Page 23: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Diagnostic Data Points

• Dust or dirt on container or on item• Wind of the cassette (popping, spoking, etc.)• Presence or absence of record tab (housekeeping)• Anecdotal evidence that a tape brand is poor quality or

aging rapidly• Degree of information on label• Storage history• No strict correlation between physical condition and

playability • Playback issues (skew, tracking, balance)• No easy diagnostic tool forthcoming

23Digital Directions, August 18, 2010

Page 24: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

A Preservation Priority Worksheet

• Undergoing the exercise is as important as the methodology

• Uses a matrix to determine priorities• Emphasizes intellectual control and

obsolescence• Based on “An ‘Angels Project’ of Dinosaur

Proportions” http://aic.stanford.edu/sg/bpg/annual/v15/bp15-18.html

24Digital Directions, August 18, 2010

Page 25: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Overview of Survey Tool

I. Identify the Collection – Don’t survey unless content has been determined

II. Value Assessment – Ask multiple colleagues about collections; don’t give all collections a high value

III. Risk Assessment – Condition, Obsolescence, Level of Risk, Master/Element

25Digital Directions, August 18, 2010

Page 26: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

CONDITION MATRIX Unstable Materials

A High

B Mod

C Low

A High

A

A

B

B Mod

A

B C Physical Damage

C Low

A

B C

26Digital Directions, August 18, 2010

Page 27: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

CONDITION MATRIX Unstable Materials

A High

B Mod

C Low

A High

A

A

B

B Mod

A

B C Physical Damage

C Low

A

B C

27Digital Directions, August 18, 2010

Page 28: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

CONDITION MATRIX Unstable Materials

A High

B Mod

C Low

A High

A

A

B

B Mod

A

B C Physical Damage

C Low

A

B C

28Digital Directions, August 18, 2010

Page 29: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

CONDITION MATRIX Unstable Materials

A High

B Mod

C Low

A High

A

A

B

B Mod

A

B C Physical Damage

C Low

A

B C

29Digital Directions, August 18, 2010

Page 30: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

RESULTS of SURVEY at SI ARCHIVES

• 10% NO NEED [received a low-priority score of 8 or 9 based solely on age of the collection ≤10 years]

• 80% SOME NEED [received a moderate priority score of 4 to 7 based on a combination of age ≥ 10 years and format obsolescence: ¾” U Matic]

• 10% URGENT NEED [received a high-priority score of 1 to 3 based on a combination of age ≥ 20 years and format obsolescence: ½” EIAJ reel-to-reels and 1” SMPTE Type C]

30Digital Directions, August 18, 2010

Page 31: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Reformatting Video

• Preservation Formats– Same or better quality than original– Proven track record of use– Seek the highest sampling and least

compression– Choose reputable technologies and

machineries– Consider purpose of reformatting (for

broadcast, digital asset management, migration, etc.)

31Digital Directions, August 18, 2010

Page 32: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Analog vs. Digital

• Most analog formats are quickly becoming obsolete

• Analog has unacceptable degree of generational loss and poor quality

• Digital tape formats have capture and compression issues

• Digital files have management and expense issues

32Digital Directions, August 18, 2010

Page 33: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Digitization: Ideal Color Sampling

4:4:44 = Luna (brightness, darkness) sampled at every pixel4 = Chroma (Red) sampled every pixel4 = Chroma (Blue) sampled every pixel

1 hour of NTSC analog video 140 GB1 hour of HD video 840 GB

33Digital Directions, August 18, 2010

Page 34: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

REALISTIC COLOR SAMPLING

4 : 2 : 2

4 = Luna (brightness, darkness) sampled at every pixel2 = Chroma (Red) sampled every other pixel2 = Chroma (Blue) sampled every other pixel

34Digital Directions, August 18, 2010

Page 35: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

DIGITAL TAPE FORMATS WITH 4:2:2 SAMPLING

• D1• DCT• DVC Pro• D9• Digital Betacam• HD-Cam• HD-D5• D6

35Digital Directions, August 18, 2010

Page 36: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

COMPRESSION RATIOLossy vs. Lossless

• No compression would be best but is difficult and expensive

• Lossless compression is OK but also difficult and expensive, not “robust” (yet)

• Most Videotape formats and Advanced Television System Committee [ATSC] formats employ compression that is LOSSY

• Compression ratios of 4:1 may be considered OK for archival purposes

36Digital Directions, August 18, 2010

Page 37: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

COMPRESSION RATES OF SOME VIDEOTAPE FORMATS

• D1 (no compression; obsolete)• DCT (2:1)• DVC Pro (5:1)• D9 (3.3:1)• Digital Betacam (2.3:1)• HD-Cam (7.1:1)• HD-D5 (4:1)• D6 (no compression; obsolete)

37Digital Directions, August 18, 2010

Page 38: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

A Word about DVDs

• Sampling and compression rate uses MPEG-2 or MPEG-4 sampling and compression [encoding]

• 4:2:2 or 4:2:0 sampling• 10:1 or greater approximate compression

ratio• In a VOB container format• About 4.7 GB

38Digital Directions, August 18, 2010

Page 39: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Good-enough Formats• Preservation of Video in the Conservation

Laboratory (PPT)Tim Vitale, June 2005 http://aic.stanford.edu/sg/emg/library/

• Any digital videotape format’s “resolution” is better than your average analog videotape collection and can capture all the information necessary

• Systems using ITU-R.BT601 standard are able to capture on a computer at high resolution and low compression (using MPEG4 compression and .mov codec [Quicktime])

• Cost of loaded system $50-60K

39Digital Directions, August 18, 2010

Page 40: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Some Video File Formats

• .mj2• .mov• .avi• .wmv• .vob• .mpg

40Digital Directions, August 18, 2010

Page 41: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

What about PERFECT video duplication?

• Preservation-Worthy Digital Video; or, How to Drive your Library into Chapter 11 (PDF)Jerome McDonough, June 2004 http://cool.conservation-us.org/coolaic/sg/emg/library/pdf/mcdonough/McDonough-EMG2004.pdf

• Placing video onto hard drives or robotic-type systems at the highest sampling rate

41Digital Directions, August 18, 2010

Page 42: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Motion JPEG 2000?• Lossless Video Compression for Archives: Motion

JPEG2k and Other Options Ian Gilmour, Media Consultant, National Film and Sound Archive, Australia and R. Justin Dávila, Technology Consultant, Media Matters LLC January 2006 http://www.media-matters.net/docs/WhitePapers/WPMJ2k.pdf

• An Evaluation of Motion JPEG 2000 for Video Archiving

Glenn Pearson and Michael Gill, National Library of Medicine 2005 http://archive.nlm.nih.gov/pubs/pearson/MJ2_video_archiving.pdf

42Digital Directions, August 18, 2010

Page 43: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

A Practical Solution for the Smithsonian Archives (SIA)

• Digital Betacam as a preservation medium• DVDs or VHS as a use copy• Most duplication done by vendor using

specifications written by SIA• Experimenting with SAMMA solo

machinery that places video content onto LTO-3 tapes in JPEG 2000 format

43Digital Directions, August 18, 2010

Page 44: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Reformatting Guidelines

• Document your actions including strategy• Ideally, tapes should be cleaned prior to transfer using a

“buffer-winder” system. Excessive cleaning should be avoided.

• Baking should be avoided as a routine operation, but may be necessary for tapes that show “sticky shed.”

• Tape machines should be immaculately maintained.• Slates, color bars*, and sound tones* should be placed

on new copies to identify the videotape and calibrate it.*indicating calibration occurred prior to transfer

44Digital Directions, August 18, 2010

Page 45: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Reformatting Vendors

Resources• Independent Media Arts Preservation

http://www.imappreserve.org/info_res/services/treatment.html

• Association of Moving Image Archivists (listserv) http://www.amianet.org/

• Local post-production companies

45Digital Directions, August 18, 2010

Page 46: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Reformatting Vendors

• Bay Area Video Coalition http://www.bavc.org/ • Crawford Communications, Inc.

http://www.crawford.com • Safe Sound Archive

http://www.safesoundarchive.com/ • Scene Savers http://www.scenesavers.com• Specs Brothers http://www.specsbros.com/ • SAMMA

http://www.media-matters.net/aboutus.html

46Digital Directions, August 18, 2010

Page 47: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

An In-House Duplication Rack

47Digital Directions, August 18, 2010

Page 48: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

$40,000 +/-• Equipment rack and shelves $ 2,000• Matrix router for dubbing and monitoring $ 1,500• Audio monitor panel $ 500• Sync Generator $ 500• Hardware, cables, connectors $ 500• Waveform monitor and vectorscope $ 1,500• Timebase Corrector $ 1,000• Betacam SP deck $ 8,000 • 13” Color Monitor $ 1,000• Digital Betacam deck (used) $17,000• Original videotape decks $ 1,000• Engineer to design and put it together $ 2,500

48Digital Directions, August 18, 2010

Page 49: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Plus

Tape stock @ $20 per tape

Cleaning machine(s)

Qualified staff person(s)

NYU Film Preservation Program http://cinema.tisch.nyu.edu/page/miap.html

Selznick School of Film Preservation http://www.eastmanhouse.org/inc/education/selznick_school.php

49Digital Directions, August 18,

2010

Page 50: Magnetic Videotape Recordings: Preservation, Assessment, and Migration

Thank you!

Sarah Stauderman

Collections Care Manager

Smithsonian Institution Archives

[email protected]

50Digital Directions, August 18, 2010