ncompass live: digital preservation, part 2: storage and protection
DESCRIPTION
Digital Preservation is the focus of a three-part webinar series that will help you preserve your digital content. Sponsored by the Nebraska State Historical Society and the Nebraska Library Commission, these webinars will connect you to Library of Congress training modules. The LC’s Digital Preservation Outreach Education (DPOE) program simplifies the complex world of digital preservation into six tasks modules: inventory, select, storage, protect, manage, and provide. February 20 features Storage and Protect Modules: From metadata to the Cloud, learn how proper storage for digital content will preserve it well into the future. Plus, should disaster strike, is your digital content protected? Backing up your data may not be enough. Learn how to identify potential risks and how to develop policies to protect your digital content. All three webinars will be presented by Karen Keehr, Curator of Photographs at the Nebraska State Historical Society. Karen represented Nebraska at an intensive week-long DPOE training workshop this summer. These webinars are the first in a series of training opportunities for libraries, archives and museums that will be presented in 2013-14 as part of the newly-formed "Husker Heritage NEtwork," funded in part by the Institute of Museum and Library Services. To find out more about future offerings, Nebraska’s statewide collections preservation plan and more resources, go to www.nebraskahistory.org/connect. NCompass Live - February 20, 2013 http://nlc.nebraska.gov/ncompasslive/TRANSCRIPT
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Digital PreservationPart 2: Store and Protect
Karen KeehrNebraska State Historical Society
Digital Preservation Outreach and Education (DPOE)
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Overview Introductions Objectives Store module Protect module
DPOE Baseline Modules: Intro, version 2.0, Nov 2011
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Husker Heritage NEtwork
• New training opportunities for collections caretakers • emergency preparedness planning • care of paper materials
MORE INFO TO COME, BUT IN THE INTERIM go to
www.nebraskahistory.org/connect saving treasures.org
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Library of Congress Digital Preservation Outreach & Education Train-the-Trainer Workshop
Midwest Region
August 21 - 24, 2012
Indianapolis, Indiana
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DPOE’s Mission“The mission of the Digital Preservation Outreach and Education (DPOE) program of the Library of Congress is to foster national outreach and education to encourage individuals and organizations to actively preserve their digital content, building on a collaborative network of instructors, contributors, and institutional partners.”
DPOE Baseline Modules: Intro, version 2.0, Nov 2011
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What is digital preservation?
Digital preservation is the active management of digital content over time to ensure ongoing access.
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DPOE Baseline Modules
Identify - what digital content do you have?
Select - what portion of that content will be preserved?
Store - what issues are there for long term storage?
Protect - what steps are needed to protect your digital content?
Manage - what provisions are needed for long-term management?
Provide - what considerations are there for long-term access?
DPOE Baseline Modules: Intro, version 2.0, Nov 2011
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identify
select
storeprotectmanage
provide
Managing Content Over Time
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Modules
Identify - what digital content do you have?
Select - what portion of that content will be preserved?
Store - what issues are there for long term storage?
Protect - what steps are needed to protect your digital content?
Manage - what provisions are needed for long-term management?
Provide - what considerations are there for long-term access?
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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What are storage needs?
Archival Storage manages content as objects
Digital content (files + metadata = object)• May include any type of content
– e.g., images, text, sound, video, maps• Requires some identification and description
– Captured as metadata• Needs at least two copies at least two places
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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Well-managed Collections
Well-managed status makes preservation easierSample characteristics of well-managed:Basic information about each depositMinimal metadata for objects (you define)Common (or normalized) file formatsControlled and known storage of contentMultiple copies in at least 2 locations
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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Importance of Metadata
• How do you know what an object is?− Metadata uniquely identifies digital objects
• How do you use content in the future?– Metadata makes digital objects
understandable
• How do you know an object is authentic?– Metadata allows objects to be traced over
time
Metadata enables long-term preservation
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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MS Word document jpg downloaded from the Internet
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Preservation MetadataContent (what), Fixity (unchanged), Provenance (life story),
Reference (this thing), Context (relationships)
Administrative(manage) Structural
(understand, use)
Descriptive(find, use)
Object-level Metadata
Diagram courtesy DPM Workshops
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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Object Metadata Characteristics
Content: preserve the substanceFixity: demonstrate content is unchanged Reference: identify as this content and no other Provenance: trace to its origin (or to deposit)Context: preserve linkages with other objects
Original source: Preserving Digital Information Report, 1996
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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Number of Copies
How many copies are enough for you?
Minimum: two (2) copies in two locationOptimum: six (6) copies
Examples of storage factors:• Video files are too large to store 6 copies• Possible legal restrictions (e.g., storage locations)• Types of media used for storing the content
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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Storage Media Options
Content (objects) are kept on storage media Options include: online, near-line, offline Factors for choosing options include
Cost (available resources for preservation) Quantity (size and number of files) Expertise (skills required to manage) Partners (achieving geographic distribution) Services (outsourcing)
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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Storage Considerations• Multiple, geographically distributed
copies• Storage Partners • Hosted services, e.g.
This is a service to make it easy for organizations to use cloud services to manage content over time
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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Repository Selection
If you decide to use (build, join, buy) a repository• Range of types to consider:
– general (any content) to special (format-specific)– open source to proprietary – easy to advanced installation and management
• Each option has pros and cons• No system is fully compliant to standards
Select best option for your content – for now
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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Available Preservation Services
Schultz, May, Skinner 2011
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Factors to Consider Cost (available resources for
preservation) Quantity (size and number of files) Expertise (skills required to manage) Partners (achieving geographic
distribution) Services (outsourcing)
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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Outcomes
• Know the difference between backup and preservation.
• Digital content - > files + metadata.• Lots Of Copies Keep Stuff Safe!• There are multiple storage options available, and
you may need to employ more than one solution.
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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Modules
Identify - what digital content do you have?
Select - what portion of that content will be preserved?
Store - what issues are there for long term storage?
Protect - what steps are needed to protect your digital content?
Manage - what provisions are needed for long-term management?
Provide - what considerations are there for long-term access?
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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What are we protecting content from?
Change and loss – accidental and intentional
Obsolescence – as technology evolvesInappropriate access – e.g.,
confidential dataNon-compliance – standards and
requirementsDisasters – emergencies of all kinds
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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Everyday Protection
Know where your content is located Onsite and offsite; online and offline
Know who can have access to it DP staff, IT staff, others?
Manage authentication information For staff, depositors, users
Track and review usage then adjust practices Web use, internal use and activities, maintenance
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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Readiness
Proper planning should allow you to:• Prevent – undesirable outcomes• Predict – most likely risks and threats • Detect – errors, problems, damage• Respond – with appropriate measures• Repair – damage or possible loss
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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Risk Management
Steps to protect your content:• Identify possible risks• Define those risks (nature and scope)• Assess potential impact (possible damage)• Develop appropriate, feasible responses (plans)• Respond to risks, threats (implement plans)
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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Emergency Protection
• Engage in ongoing disaster planning – Establish committee and share information– Develop and maintain documents
• Identify possible outcomes and prepare– e.g., server goes down, media is damaged
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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Planning Components
“Ultimately, an organization would use a suite of plans to properly prepare response, recovery, and continuity activities for disruptions affecting the organization’s IT systems, business processes, and the facility.”
Source: NIST Contingency Planning Guide for Information Technology Systems, pg. 7.
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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Priorities in Emergencies Safety of employees and guests comes
first What needs to be available soonest?
Identify core functions as part of planning Determine allowable downtime for each Consider steps to re-establish each
function Develop relevant documents Make sure planning documents are
accessible
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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NIST Planning Components
Business Continuity Plan (BCP)
Business Recovery Plan (BRP)
Continuity of Operations Plan
(COOP)
IT ContingencyPlan
Crisis Communication
Plan
Cyber Incident Response Plan
Disaster Recovery Plan (DRP)
Occupant Emergency Plan
(OEP)
From NIST Contingency Planning Guide for Information Technology Systems, pg. 10.
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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From NIST Contingency Planning Guide for Information Technology Systems, pg. 11.
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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Disaster Planning Resources
DPOE Baseline Modules: Identify, version 2.0, Nov 2011
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Gerald. R. Ford Conservation CenterNebraska State Historical Society
http://www.nebraskahistory.org/fordcenter/index.shtml402-595-1180
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Outcomes
Good practice should result in: Practices in place to manage day-to-day
protection – an implemented security plan Disaster planning in place to prevent, predict,
detect, respond, repair – preparation in the event of an emergency
DPOE Baseline Modules: Identify, version 2.0, Nov 2011