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Investing in Curation. A Shared Path to Sustainability. Final RoadMap.

Investing in Curation. A Shared Path to Sustainability. Paul Stokes. The 4C project. March 9, 2015.
Digital curation involves managing, preserving and adding value to digital assets over their entire life cycle. Actively managing digital assets maximizes their value and reduces the risk of obsolescence. The costs of curation is a concern to stakeholders. The final version of the road map is now available; it starts with a focus on the costs of digital curation, but the ultimate goal is to change the way that all organizations manage their digital assets.

The vision: Cost modeling will be a part of the planning and management activities of all digital repositories.

• Identify the value of digital assets and make choices
• Value is an indirect economic determinant on the cost of curating an asset. The perception of value will affect the methods chosen and how much investment is required.
• Content owners should have clear policies regarding the scope of their collections, the type of assets sought, the preferred file formats.
• Establish value criteria for assets as a component of curation, understanding that certain types of assets can be re-generated or re-captured relatively easily, thereby avoiding curation costs
• Demand and choose more efficient systems
• Requirements for curation services should be specified according to accepted standards and best practices.
• More knowledgeable customers demanding better specified and standard functionality means that products can mature more quickly.
• Develop scalable services and infrastructure
• Organizations should aim to work smarter and be able to demonstrate the impact of their investments.
• Design digital curation as a sustainable service
• Effective digital curation requires active management throughout the whole lifecycle of a digital object.
• Curation should be undertaken with a stated purpose.
• Making curation a service further embeds the activity into the organization's normal business function.
• Make funding dependent on costing digital assets across the whole lifecycle
• Digital curation activity requires a flow of sufficient resources for the activity to proceed.
• Some digital assets may need to be preserved in perpetuity but others will have a much more predictable and shorter life-span.
• All stakeholders involved at any point in the curation lifecycle will need to understand their fiscal responsibilities for managing and curating the asset until such time that the asset is transferred to another steward in the lifecycle chain.
• Be collaborative and transparent to drive down costs
• Each organization is looking to realize a return on their investment.
• If those who provide digital curation services can be descriptive about their products and transparent about their pricing structures, this will enhance possible comparisons, drive competitiveness and lead the market to maturity.

Digital Preservation Matters.

Ending the Invisible Library | Linked Data

Ending the Invisible Library | Linked Data. Matt Enis. Library Journal. February 24, 2015.
The World Wide Web began as a collection of web pages that were navigated with links. Now, and going forward, the web is increasingly about data and relationships among data objects. The use of MARC is "becoming an anachronism in an increasingly networked world". The site schema.org, is a collection of structured data ­schemas that help web designers specify entities and relationships among entities, but these tools were not designed with libraries in mind. MARC lacks the ability to encode this information or make it accessible on the web. Libraries need to start formatting their data so it can be accessed from internet search tools.

The W3C Schema Bib Extend Community Group (librarians, vendors, and organizations) have been working to expand schema.org to better represent library bibliographic information for search engines. The Library of congress has been working with the BIBFRAME project; “a major focus of the project is to translate the MARC 21 format to a Linked Data model while retaining as much as possible the robust and beneficial aspects of the historical format.” This will structure library records so that search engines can “extract meaningful information" and make it available. Ultimately, LC plans for BIBFRAME to replace MARC; there is a tool to convert MARC records to BIBFRAME.

The Libhub Initiative is a proof-of-concept project to build a network of libraries using BIBFRAME standards to link data between institutions and show how this can make library resources more visible on the internet.

Digital Preservation Matters.

Infokit: Digital file formats

Infokit: Digital file formats. Matt Faber. JISC. March 6, 2015.
JISC has released a new infokit resource on Digital file formats. The infokit presents an overview of the current state of digital file formats for still images, audio and moving images, and it is looking toward future formats, and shifts to new formats from previously popular formats.
Choosing the right file format is important to successfully creating, digitizing, delivering, and preserving the digital media objects:

• The format helps define the quality of a digital object. 
• Using poorly supported formats that may restrict or block use will hinder file distribution
• Selecting a proprietary format with a short shelf life, or a compressed format that irreversibly loses data will hamper digital preservation
• Selecting the right format for a project should not be taken lightly

Maintenance of digital media files is an ongoing process. This kit is to:

• Provide a comprehensive understanding of what a file format is 
• The considerations in choosing the correct format for your project
• Provide quick and practical answers to ‘what file format should I use for…? 
• Help identify uncommon digital file formats.
• Provide in-depth technical information about the digital files and file format properties.

Digital Preservation Matters.

Building Productive and Collaborative Relationships at the Speed of Trust

Building Productive and Collaborative Relationships at the Speed of Trust. Todd Kreuger. Educause Review. March 2, 2015.
To make projects successful, it is important to create trust and collaboration among IT, staff, and campus groups. To create that trust, the staff must establish highly productive relationships with the school's departments, faculty, and students. Collaboration, design thinking, and innovation go hand-in-hand. Many projects fall short of customer needs, fail or achieve less than satisfactory results, including plenty of finger pointing and wasted time, money, and opportunity. Some of the lessons learned:

• Get on the same page
• Build and establish trust
• Provide the tools and expectations for success
• Focus on both strategic and operational needs
• Clarify process ownership and the associated responsibilities
• Recognize the desired performance and celebrate success

It is critical to have an open dialogue with various customer groups and to attempt to exceed their expectations. Another challenge is to ensure that people recognize the past as the past and not as an indicator of future performance. The best way to begin a change in culture is to identify issues and challenges that you can immediately address. The reservoir of trust is built one action at a time and emptied in a hurry. To steadily build trust, you must say what you are going to do and do what you say. Communication is the heart and soul of trust. It is imperative that you ask appropriate questions and listen to gain understanding. Collaboration should not be a project in and of itself, but the way in which we work.

Cycle of Productivity model. Processes and tasks must have a defined owner and be documented and published, and change must be managed to ensure that everyone is aware of the new expectations. The basic premise is that training, assessment of effectiveness, and feedback all must occur to ensure the process or task is completed as expected.

The end result "is one in which a culture of collaboration, coupled with a relentless focus on challenging the status quo, results in our encouraging, pushing, and helping each other innovate, transform, and differentiate."  

Digital Preservation Matters.

Significance 2.0: a guide to assessing the significance of collection

Significance 2.0: a guide to assessing the significance of collections. Roslyn Russell, Kylie Winkworth. Collections Council of Australia Ltd. 2009.
This guide is for defining an adaptable method for determining significance across all collections in Australia. The intention is that it will improve collection decision-making in areas such as, preservation, access, and funding support. Regarding significance:

• We cannot keep everything forever. It is vital we make the best use of our scarce resources for collecting, conserving, documenting and digitising our collection materials.
• Significance is not an absolute state; it can change over time.  
• Collection custodians have a responsibility to consult communities and respect other views in constructing societal memory and identity. 
• It is vital to understand, respect and document the context of collection materials that shape collection materials.

Significance’ refers to the values and meanings that items and collections have for people and communities. Significance helps unlock the potential of collections, creating opportunities for
communities to understand, access and enjoy collections. Artistic, scientific and social or
spiritual values are the criteria or key values that help to express how and why an item or collection is significant. Part of the criteria are: provenance, rarity or representativeness, condition or completeness, and interpretive capacity. Significance assessment involves five main steps:

1. analysing an item or collection
2. researching its history, provenance and context
3. comparison with similar items
4. understanding its values by reference to the criteria
5. summarising its meanings and values in a statement of significance

 A statement of significance is a concise summary of the values, meaning and importance of an item
or collection. It is an argument about how and why an item or collection is of value. This should be reviewed as circumstances change.  Significance assessment is

• a process to help with good management of items and collections; 
• it is a collaborative process and consultation is essential.
• it will substantiate justify assessments objectively rather than subjectively

The process is:

1. Collate information about the history and development of the collection
2. Research the history, scope and themes of the collection
3. Consult knowledgeable people
4. Explore the context of the collection
5. Analyse and describe the condition of the collection
6. Compare the collection with similar collections
7. Identify related places and collections
8. Assess significance against the criteria
9. Write a statement of significance
10. List recommendations and actions

Significance assessment is only the first part of the significance process. Once an item or collection has been assessed as significant, there will be a range of actions to better manage the collections.
 

Digital Preservation Matters.

Oops! Article preserved, references gone

Oops! Article preserved, references gone. Digital Preservation Seeds. February16, 2015.
A blog post concerning the article Scholarly Context Not Found: One in Five Articles Suffers from Reference Rot.  References in academic publications justify the argument. Missing references are a significant problem with the scholarly record because arguments and conclusions cannot be verified. In addition, missing or incomplete resources and information will devalue national and academic collections. The Significance method can be used to determine the value of collections. There is currently no robust solution, but a robustify script can direct broken links to Memento. The missing references problem emphasizes that without proper context, preserved information is incomplete.
 

Digital Preservation Matters.