DLF Wiki - User contributions [en]

NDSA:March 18, 2013 Standards Working Group Notes

2013-03-18T19:56:01Z

Emily-f-shaw: Created page with 'Monday (3/18/13) at 1 p.m. EDT (GMT -04:00) Attendees: Emily Shaw, Andrea Goethals, Butch Lazorchak, Carl Fleischhauer, Carol Kussman, Dinal Sokolova, John Spencer, Karen Carian…'

Monday (3/18/13) at 1 p.m. EDT (GMT -04:00)

Attendees: Emily Shaw, Andrea Goethals, Butch Lazorchak, Carl Fleischhauer, Carol Kussman, Dinal Sokolova, John Spencer, Karen Cariani, Kate Murray, Midge Coates, Sheila Morrissey, Winston Atkins, Amy Kirchhoff

#New member introduction: None
#New projects:
#*Digital Preservation Certifications
#**Nancy McGovern –ready to start having calls with people who are interested in participating
#***Winston Atkins, Amy Kirchhoff, Emily Shaw, Kate Zwaard expressed interest
#**Andrea – scoping question – Will this cover mainly formal certifications, or also include maturity models, levels of preservation?
#***Nancy is particularly interested in self-assessment and options for peer reviewed audit, not just formal audit
#***Needs to be encouraging, not prohibitive
#**John Spencer – from employer perspective, adds to CV and qualifications of folks doing this work
#**Nancy had a call with Courtney Mumma (Archivematica) – Archivematica is interested in hosting a Drupal-based TRAC review, will start a pilot May-August with two different institutions (one archive and one research library)
#***Process to map out what a peer-review audit process for digital repositories would look like
#***Peer review process = host institution rotates, other institutions participate in the review
#****Potentially low-cost way to go from self-assessment to audit
#***Mary Vardigan – Data Seal of Approval – transitioning from Board of Reviewers to a more community model; community starts to take over peer review activities to make it sustainable
#***Andrea asks if this would be FOS, like other Archivematica’s products
#****Nancy thinks so, but would need to confirm
#***Nancy offered to host a Webex walk-through of the TRAC certification
#*Digital Preservation metrics – Annie Peterson (Tulane) and Helen Bailey (MIT) joined the call to ask group about metrics related to digital preservation
#** Background on ARL Preservation Statistics
#*** Collected 1999-2008 - asked budget, staffing, conservation statistics, binding, microfilming
#*** Useful for comparing preservation activities across institutions, but always imperfect
#**** In particular, digital preservation, AV, disaster – none were included
#***Drawing on 2010 Lars Meyer ARL report (Safeguarding Collections at the Dawn of the 21st Century: http://www.arl.org/bm~doc/safeguarding-collections.pdf), ALA/ALCTS/PARS is working on a survey to fill the void left when ARL stopped collection these stats
#***Annie and Helen walked group through survey draft preview, particularly Section 6: http://www.surveymonkey.com/s/2012-preservation-of-access-PREVIEW
#****A few suggestions:
#***** Content size, rather than number of items for various types of content might be more meaningful, easier to know
#***** Audit? might be too soon
#***** Outsourcing vs. in-house
#***** Question 6 currently excludes all institutions that do not have a digital repository; might rethink/reword this
#**Contact for Annie Peterson: epeters5@tulane.edu
#***Feedback would be most useful by March 25th
#Update on projects:
#*PDF/A-3 Charter
#**Sheila Morrissey
#***meeting of PDF/A experts at recent DPC meeting in Leeds (http://www.dpconline.org/events/details/55-DPC_PDFA3_briefing?xref=58)
#***recognized that they have some seriously confused use cases
#***report will be written up about that meeting – will distributed
#****no solution as yet, “need to do some education”
#*WikiProject (http://en.wikipedia.org/wiki/Digital_preservation)
#**Dina sent recent update via email list
#***Moving image section migrated from Google Drive draft to Wikipedia article
#****A couple of other contributors made edits that were biased toward specific file formats
#*****So, Linda Tadic helped edit it again to remove that bias
#***Email preservation section on hold until contributors have time to work on it
#Staffing survey
#* Publish report team - a good draft has been written, should be finished by end of April and ready to share
#** Not yet sure where to publish; definitely will be shared with NDSA members, but looking to share more broadly as well
#** Surprise (per Andrea) - number of digital preservation functions people wanted to do in-house rather than outsourcing
#** Not surprising - many activities are under-resourced, not enough staff to do everything
#* Archive team
#* Writing metadata for archiving in ICPSR; will link data and final report
#Anything else?
#* Nope
#Next call: April 15th, 2013

NDSA:Standards and Best Practices Working Group

2013-03-18T19:25:58Z

Emily-f-shaw: /* Meeting Schedules, Minutes and Agendas */

= Standards and Practices Working Group =

[[NDSA:Standards and Practices Working Group Charter ]] (December 10, 2010)

= Current Members =
A list of current members is posted here: [[NDSA:Standards and Practices Working Group Members]].

= Statement of Purpose =

The Standards and Practices Working Group will work to facilitate a community-wide understanding of the role and benefit of standards in digital preservation and how to use them effectively to ensure durable and usable collections. The Group will also develop, recommend, promote, and disseminate information about effective methods for selecting, organizing, describing, managing, preserving and serving digital content, in collaboration with other individuals and organizations where appropriate.

= Current Scope of Work =

Working group members may initiate and engage in new work at any time by forming Action Teams focused on specific projects or tasks.

== Survey and document the digital preservation standards landscape ==
This is an ambitious and on-going project using Wikipedia to promote the use of digital preservation standards and best practices. The objectives are to:
* identify and describe '''existing''' digital preservation standards and best practices
* identify '''gaps''' in digital preservation standards and best practices coverage that could be addressed by this working group in collaboration with others
* sustain this activity by building a community of Wikipedians to join us in this activity

The categories of digital preservation standards and best practices we will focus on include: Content models, Content packaging, Content transfer, Digital preservation strategies and techniques, Digital preservation terms and concepts, File formats, Encodings, Metadata exchange, Metadata schemas, Repository architecture, Repository certification and trustworthiness, Repository operations, Repository policies

Status of activities and deliverables:

* creation of Digital Preservation "WikiProject" within Wikipedia as an umbrella for collaborating with others on this project -- '''COMPLETE 6/2012'''
* redevelop the current Wikipedia "Digital Preservation" page so that it can serve as an appropriate launch page to more detailed information about standards and best practices -- '''IN PROGRESS, 11/2012-'''

* create / update pages describing current standards and best practices in the field of digital preservation
* consult with others involved in digital preservation to encourage their input and contributions to the effort
* report back to the NDSA steering committee with updates and proposals as to how to continue this effort into the future

Links related to this project:
* [http://en.wikipedia.org/wiki/Wikipedia:WikiProject_Digital_Preservation Digital Preservation WikiProject Page]
* [[NDSA:Existing DP-Related Wikipedia Pages]]
* [[NDSA:Survey Template]]
* [[NDSA:Sources of Information about DP Standards and Best Practices]]
* [[NDSA:Categories and Action Teams]] (sign up for an action team here)
* [[NDSA:Parking Spot for other DP-related Standards and Best Practices]]

== Survey of digital preservation staffing ==

* [[NDSA:Staffing survey planning page]]

== Survey on adoption of digital preservation standards and best practices ==

* [[NDSA:Standards survey planning page]]

== Related action team on distributed digital preservation ==

* [[NDSA:DDP_OAIS_Frameworks | Describing a Framework for Applying OAIS to Distributed Digital Preservation]]

== Items related to the exploration of the challenges of preserving PDFs, especially PDF/A documents, including PDF/A-3 ==

* [[NDSA:PDF Exploration]]

One of the great strengths of PDF, including the recent PDF/A-3 standard, is its ability to contain a variety of sometimes complex digital objects within a single file. Long term preservation of these files, however, can be problematic because current digital preservation tools are not able to consistently identify the existence of the embedded content nor identify its format. The NDSA Standards sub group is interested in exploring the boundaries of applicability for PDF in preservation environments, especially as a carrier of complex formats such as audio, video and geospatial information.

The interest in this project grew out of a Signal blog post on PDF/A-3 by Butch Lazorchak (LOC) about embedded files in PDF/A (http://blogs.loc.gov/digitalpreservation/2012/11/all-in-embedded-files-in-pdfa/) as well as discussions between NARA and depositing agencies who are starting to use PDF/A-3 as a de facto normalization wrapper format to contain many media types including audio and video. Caroline Arms (LOC) has already produced a helpful background document to kick start this work.

== Audit and Certification: Understanding options for addressing standards and requirements ==

* [[NDSA:Audit and Certification: Understanding Options for Addressing Standards and Requirements| Project Charter]]

With the release of ISO 16363 that specifies the requirements for the audit and certification of trustworthy digital repositories, the digital community would benefits from a review of current options for organizations to demonstrate comformance and from ongoing monitoring as options emerge and evolve.

= Brainstorming =

* [[NDSA:New_Work | Brainstorming new project ideas (Nov, 2012)]]
* [[NDSA:National_Agenda_Standards_Brainstorm | Ideas for the 2014 National Agenda]]

= Resources =

* [[NDSA:Activity_Charter_Template | Template for describing new projects]]
* NDSA Standards Working Group Listserv Archives (login required): http://list.digitalpreservation.gov/SCRIPTS/WA-DIGITAL.EXE?A0=NDSA-STANDARDS&X=25F57E4CACD543490D&Y

= Meeting Schedules, Minutes and Agendas =

* [[NDSA:March 18, 2013 Standards Working Group Notes]]
* [[NDSA:February 25, 2013 Standards Working Group Notes]]
* [[NDSA:January 28, 2013 Standards Working Group Notes]]
* [[NDSA:December 17, 2012 Standards Working Group Notes]]
* [[NDSA:November 26, 2012 Standards Working Group Notes]]
* [[NDSA:October 24, 2012 Standards Working Group Notes|October 24, 2012 Standards & Practices Working Group Notes]]
* [[NDSA:August 20, 2012 Standards Working Group Notes]]
* [[NDSA:June 18, 2012 Standards Working Group Notes]]
* [[NDSA:May 16, 2012 Standards Working Group Notes]]
* [[NDSA:April 18, 2012 Standards Working Group Notes]]
* [[NDSA:March 13, 2012 Standards Working Group Notes]]
* [[NDSA:February 22, 2012 Standards Working Group Notes]]
* [[NDSA:January 17, 2012 Standards Working Group Notes]]
* [[NDSA:November 7, 2011 Standards Working Group Notes and Agenda]]
* [[NDSA:June 6, 2011 Standards Working Group Notes and Agenda]]
* [[NDSA:May 2, 2011 Standards Working Group Notes and Agenda]]
* [[NDSA:April 4, 2011 Standards Working Group Notes and Agenda]]
* [[NDSA:Digital Preservation Metadata Action Team -- March 15, 2011]]
* [[NDSA:March 7, 2011 Standards Working Group Notes and Agenda]]
* [[NDSA:February 7, 2011 Standards Working Group Notes and Agenda]]
* [[NDSA:January 12, 2011 Standards Working Group Notes and Agenda]]
* [[NDSA:December 6, 2010 Standards Working Group Notes]]
* [[NDSA:November 17, 2010 Standards Working Group Notes]]

= Workshops =
* I can haz standards workshop, NDIPP 2011 [[NDSA:I can haz standards workshop notes]]

NDSA:January 28, 2013 Standards Working Group Notes

2013-01-29T17:10:05Z

Emily-f-shaw:

Attendees:
Andrea Goethals, Amy Kirchhoff, Butch Lazorchak, Carol Kussman, Chris Dietrich, Don Chalfant, John Spencer, Kate Murray, Linda Tadic, Mary Vardigan, Midge Coates, Nancy McGovern, Sheila Morrissey, Stephen David, Dina Sokolova, Meg Philips, Carl Fleischhauer, Kate Zwaard, Emily Frieda Shaw (note taker)

1. New member introductions
Chris Dietrich – National Park Service (first time calling in)

2. Scheduling of meetings
Please speak up if we find, down the line, that the times sent out by Kate won’t work out.

3. NDSA National Agenda report (20 minutes)
http://www.loc.gov/extranet/wiki/osi/ndiip/ndsa/index.php?title=National_Agenda_Standards_Brainstorm

*Andrea explained 2014 National Agenda for Digital Stewardship, from NDSA Coordinating Committee
**Audience = NDSA members, but also larger digital preservation community
**Not meant to be a direction for Working Groups, but a document that discusses our challenges as a community
*Schedule highlights
**Jan-Feb = working groups discuss ideas for inclusion in agenda
**March = folks starting to write agenda
*Suggested foci for National Agenda Brainstorm:
**Trends in digital content and key gap areas

'''Possible areas for research and action?'''

*Stephen Davis – suggests we look at previous NDSA agendas, rather than starting from scratch with 2014
**“A lot comes down to money and ability to develop sustainable budgetary models for long-term preservation”
**Compendium of Best Practices
**“Big data” question is getting bigger and bigger, and we’ve hardly begun to figure out that one
**National efforts, e.g. DPN, Academic Preservation Trust
**Web archiving
**Development of commercial products for digital preservation; creating and maintaining relationships with the private sector
**DPLA, Edex, opening our content for federation and use by national organizations
**Compound, complex documents

*John Spencer – took away from Coordinating Committee focus on trying to minimize overlap, optimize outreach committee, focus our efforts

*Andrea Goethals – WGs have all been doing a lot independently, but haven’t done much together, as an organization; coordinating efforts
**Use and access – tends to be divorced from preservation, but needs to be more integrated
***Stephen is a bit wary of blending preservation and access; lots of sensitive data, issues related to security and privacy
***Nancy McGovern – let us not forget that preservation is ensuring access over time
**Need to involve researchers more
***“Archlive” – shouldn’t be places of storage, but of dynamic activities

*Sheila Morrissey – research or infrastructure?
**Consolidating and keeping alive the palette of tools we need to do our work of digital preservation, and for rendering in the future

*Nancy McGovern – common packaging (general and specialized)
**Tools and policies, from highest-level organization, to lower-level policies and rules, and operationalization of rules
**2005 – PAMIS –
***Have yet to pursue the other end – the consumer archive

*Meg Philips – seconds Nancy’s idea about focus on packaging; in a perfect world, record-keeping systems in federal agencies would all know how to create a package, so that all sorts of systems become interoperable; would achieve huge economies for the government
**Also, preservation of social media

'''Please add these ideas (and more!) to the Working Group wiki!'''

4.New projects (20 minutes)
*PDF/A-3 Exploration: http://www.loc.gov/extranet/wiki/osi/ndiip/ndsa/index.php?title=PDF_Exploration
**Sheila Morrissey - first step – project declaration:
***consider risks and opportunities represented by the Standard and push that out to the community
**Carl Fleischhauer – target audience may not be terribly sophisticated about packaging/wrapping/bundling; use case = SIP versus an AIP
**Chris Dietrich – suspects folks at NARA were seeing PDF/A as a delivery mechanism, but might assume that the receiver would repackage for archiving and preservation
**Butch will be sending out an email to NDSA-ALL to invite others to participate

*Certifications
**Nancy McGovern – about getting the community up-to-speed and ready to make decisions about what will work for them and how to make it work
#“Community context” – consolidate documentation
#Examples, case studies
#Identifying repository and tool options, pros/cons

*Sheila is happy to share info about Portico’s TRAC audit process; Amy Kirchhoff may be the best source of info on this.
*Nancy will post to WG wiki

5.Update on projects (10 minutes)
*WikiProject-- ran out of time, but look out for email update to WG list
*Staffing survey – ran out of time
**Publish report team
**Archive team

6.Wrap up (other topics, next call)
*Feb. 25th

NDSA:January 28, 2013 Standards Working Group Notes

2013-01-28T19:30:05Z

Emily-f-shaw: Created page with 'Attendees: Andrea Goethals, Amy Kirchhoff, Butch Lazorchak, Carol Kussman, Chris Dietrich, Don Chalfant, John Spencer, Kate Murray, Linda Tadic, Mary Vardigan, Midge Coates, Nanc…'

Attendees:
Andrea Goethals, Amy Kirchhoff, Butch Lazorchak, Carol Kussman, Chris Dietrich, Don Chalfant, John Spencer, Kate Murray, Linda Tadic, Mary Vardigan, Midge Coates, Nancy McGovern, Sheila Morrissey, Stephen David, Dina Sokolova, Meg Philips, Carl Fleischhauer, Kate Zwaard, Emily Frieda Shaw (note taker)

1. New member introductions
Chris Dietrich – National Park Service (first time calling in)

2. Scheduling of meetings
Please speak up if we find, down the line, that the times sent out by Kate won’t work out.

3. NDSA National Agenda report (20 minutes)
http://www.loc.gov/extranet/wiki/osi/ndiip/ndsa/index.php?title=National_Agenda_Standards_Brainstorm

*Andrea explained 2014 National Agenda for Digital Stewardship, from NDSA Coordinating Committee
**Audience = NDSA members, but also larger digital preservation community
**Not meant to be a direction for Working Groups, but a document that discusses our challenges as a community
*Schedule highlights
**Jan-Feb = working groups discuss ideas for inclusion in agenda
**March = folks starting to write agenda
*Suggested foci for National Agenda Brainstorm:
**Trends in digital content and key gap areas

*Stephen Davis – suggests we look at previous NDSA agendas, rather than starting from scratch with 2014
**“A lot comes down to money and ability to develop sustainable budgetary models for long-term preservation”
**Compendium of Best Practices
**“Big data” question is getting bigger and bigger, and we’ve hardly begun to figure out that one
**National efforts, e.g. DPN, Academic Preservation Trust
**Web archiving
**Development of commercial products for digital preservation; creating and maintaining relationships with the private sector
**DPLA, Edex, opening our content for federation and use by national organizations
**Compound, complex documents

*John Spencer – took away from Coordinating Committee focus on trying to minimize overlap, optimize outreach committee, focus our efforts

*Andrea Goethals – WGs have all been doing a lot independently, but haven’t done much together, as an organization; coordinating efforts
**Research areas?
**Use and access – tends to be divorced from preservation, but needs to be more integrated
***Stephen is a bit wary of blending preservation and access; lots of sensitive data, issues related to security and privacy
***Nancy McGovern – let us not forget that preservation is ensuring access over time
**Need to involve researchers more
***“Archlive” – shouldn’t be places of storage, but of dynamic activities

*Sheila Morrissey – research or infrastructure?
**Consolidating and keeping alive the palette of tools we need to do our work of digital preservation, and for rendering in the future

*Nancy McGovern – common packaging (general and specialized)
**Tools and policies, from highest-level organization, to lower-level policies and rules, and operationalization of rules
**2005 – PAMIS –
***Have yet to pursue the other end – the consumer archive

*Meg Philips – seconds Nancy’s idea about focus on packaging; in a perfect world, record-keeping systems in federal agencies would all know how to create a package, so that all sorts of systems become interoperable; would achieve huge economies for the government
**Also, preservation of social media

'''Please add these ideas (and more!) to the Working Group wiki!'''

4.New projects (20 minutes)
*PDF/A-3 Exploration: http://www.loc.gov/extranet/wiki/osi/ndiip/ndsa/index.php?title=PDF_Exploration
**Sheila Morrissey - first step – project declaration:
***consider risks and opportunities represented by the Standard and push that out to the community
**Carl Fleischhauer – target audience may not be terribly sophisticated about packaging/wrapping/bundling; use case = SIP versus an AIP
**Chris Dietrich – suspects folks at NARA were seeing PDF/A as a delivery mechanism, but might assume that the receiver would repackage for archiving and preservation
**Butch will be sending out an email to NDSA-ALL to invite others to participate

*Certifications
**Nancy McGovern – about getting the community up-to-speed and ready to make decisions about what will work for them and how to make it work
#“Community context” – consolidate documentation
#Examples, case studies
#Identifying repository and tool options, pros/cons

*Sheila is happy to share info about Portico’s TRAC audit process; Amy Kirchhoff may be the best source of info on this.
*Nancy will post to WG wiki

5.Update on projects (10 minutes)
*WikiProject-- ran out of time, but look out for email update to WG list
*Staffing survey – ran out of time
**Publish report team
**Archive team

6.Wrap up (other topics, next call)
*Feb. 25th

NDSA:Standards and Best Practices Working Group

2013-01-28T19:06:28Z

Emily-f-shaw: /* Meeting Schedules, Minutes and Agendas */

== Standards and Practices Working Group ==

[[NDSA:Standards and Practices Working Group Charter ]] (December 10, 2010)

== Current Members ==
A list of current members is posted here: [[NDSA:Standards and Practices Working Group Members]].

== Statement of Purpose ==

The Standards and Practices Working Group will work to facilitate a community-wide understanding of the role and benefit of standards in digital preservation and how to use them effectively to ensure durable and usable collections. The Group will also develop, recommend, promote, and disseminate information about effective methods for selecting, organizing, describing, managing, preserving and serving digital content, in collaboration with other individuals and organizations where appropriate.

== Current Scope of Work ==

Working group members may initiate and engage in new work at any time by forming Action Teams focused on specific projects or tasks.

===1. Survey and document the digital preservation standards landscape===
This is an ambitious and on-going project using Wikipedia to promote the use of digital preservation standards and best practices. The objectives are to:
* identify and describe '''existing''' digital preservation standards and best practices
* identify '''gaps''' in digital preservation standards and best practices coverage that could be addressed by this working group in collaboration with others
* sustain this activity by building a community of Wikipedians to join us in this activity

The categories of digital preservation standards and best practices we will focus on include: Content models, Content packaging, Content transfer, Digital preservation strategies and techniques, Digital preservation terms and concepts, File formats, Encodings, Metadata exchange, Metadata schemas, Repository architecture, Repository certification and trustworthiness, Repository operations, Repository policies

Status of activities and deliverables:

* creation of Digital Preservation "WikiProject" within Wikipedia as an umbrella for collaborating with others on this project -- '''COMPLETE 6/2012'''
* redevelop the current Wikipedia "Digital Preservation" page so that it can serve as an appropriate launch page to more detailed information about standards and best practices -- '''IN PROGRESS, 11/2012-'''

* create / update pages describing current standards and best practices in the field of digital preservation
* consult with others involved in digital preservation to encourage their input and contributions to the effort
* report back to the NDSA steering committee with updates and proposals as to how to continue this effort into the future

Links related to this project:
* [http://en.wikipedia.org/wiki/Wikipedia:WikiProject_Digital_Preservation Digital Preservation WikiProject Page]
* [[NDSA:Existing DP-Related Wikipedia Pages]]
* [[NDSA:Survey Template]]
* [[NDSA:Sources of Information about DP Standards and Best Practices]]
* [[NDSA:Categories and Action Teams]] (sign up for an action team here)
* [[NDSA:Parking Spot for other DP-related Standards and Best Practices]]

----

===2. Survey of digital preservation staffing===

* [[NDSA:Staffing survey planning page]]

----

===3. Survey on adoption of digital preservation standards and best practices===

* [[NDSA:Standards survey planning page]]

----

===4. Related action team on distributed digital preservation===

* [[NDSA:DDP_OAIS_Frameworks | Describing a Framework for Applying OAIS to Distributed Digital Preservation]]

----

===5. Items related to the exploration of the challenges of preserving PDFs, especially PDF/A documents, including PDF/A-3===

* [[NDSA:PDF Exploration]]

One of the great strengths of PDF, including the recent PDF/A-3 standard, is its ability to contain a variety of sometimes complex digital objects within a single file. Long term preservation of these files, however, can be problematic because current digital preservation tools are not able to consistently identify the existence of the embedded content nor identify its format. The NDSA Standards sub group is interested in exploring the boundaries of applicability for PDF in preservation environments, especially as a carrier of complex formats such as audio, video and geospatial information.

The interest in this project grew out of a Signal blog post on PDF/A-3 by Butch Lazorchak (LOC) about embedded files in PDF/A (http://blogs.loc.gov/digitalpreservation/2012/11/all-in-embedded-files-in-pdfa/) as well as discussions between NARA and depositing agencies who are starting to use PDF/A-3 as a de facto normalization wrapper format to contain many media types including audio and video. Caroline Arms (LOC) has already produced a helpful background document to kick start this work.

----

== Ideas for New Work ==

* [[NDSA:New_Work | Brainstorming new project ideas (Nov, 2012)]]

== Meeting Schedules, Minutes and Agendas==

* [[NDSA:January 28, 2013 Standards Working Group Notes]]
* [[NDSA:December 17, 2012 Standards Working Group Notes]]
* [[NDSA:November 26, 2012 Standards Working Group Notes]]
* [[NDSA:October 24, 2012 Standards Working Group Notes|October 24, 2012 Standards & Practices Working Group Notes]]
* [[NDSA:August 20, 2012 Standards Working Group Notes]]
* [[NDSA:June 18, 2012 Standards Working Group Notes]]
* [[NDSA:May 16, 2012 Standards Working Group Notes]]
* [[NDSA:April 18, 2012 Standards Working Group Notes]]
* [[NDSA:March 13, 2012 Standards Working Group Notes]]
* [[NDSA:February 22, 2012 Standards Working Group Notes]]
* [[NDSA:January 17, 2012 Standards Working Group Notes]]
* [[NDSA:November 7, 2011 Standards Working Group Notes and Agenda]]
* [[NDSA:June 6, 2011 Standards Working Group Notes and Agenda]]
* [[NDSA:May 2, 2011 Standards Working Group Notes and Agenda]]
* [[NDSA:April 4, 2011 Standards Working Group Notes and Agenda]]
* [[NDSA:Digital Preservation Metadata Action Team -- March 15, 2011]]
* [[NDSA:March 7, 2011 Standards Working Group Notes and Agenda]]
* [[NDSA:February 7, 2011 Standards Working Group Notes and Agenda]]
* [[NDSA:January 12, 2011 Standards Working Group Notes and Agenda]]
* [[NDSA:December 6, 2010 Standards Working Group Notes]]
* [[NDSA:November 17, 2010 Standards Working Group Notes]]

== NDSA Standards Working Group Listserv Archives==

The archives of the Standards Working Group Listserv can be found here (login will be required): http://list.digitalpreservation.gov/SCRIPTS/WA-DIGITAL.EXE?A0=NDSA-STANDARDS&X=25F57E4CACD543490D&Y

== Workshops ==
* I can haz standards workshop, NDIPP 2011 [[NDSA:I can haz standards workshop notes]]

== Deprecated pages kept for historical reasons ==
* [[NDSA:2011 NDIIPP Partners' Meeting Attendees]]
* NDSA Standards Working Group Google Group Space (we never ended up using this): http://groups.google.com/group/ndsa-standards-working-group?hl=en

NDSA:List of places/people we want to receive the survey

2012-07-20T14:29:46Z

Emily-f-shaw:

'''Add the name of an institution or person who should receive the preservation staffing survey'''

Please write your name after it if you will send it to this list/group, etc.

DONE - NDSA-ALL - Andrea

DONE - digipres@ala.org - Andrea

DONE - International Association of Social Science Information Services and Technology (IASSIST) List -- Mary

Inter-university Consortium for Political and Social Research (ICPSR) Web Site Announcement -- Mary

archives@forums.archivists.org -- Jennifer Gunter King (Hampshire)

DONE - Digital Curation google group - Andrea

DONE - International Internet Preservation Consortium (IIPC) preservation working group list - Andrea

DONE - Association of Moving Image Archivists (AMIA)-- Jimi

AMIA-L@LSV.UKY.EDU

DONE - Association of Recorded Sound Collections (ARSC) -- Jimi

ARSCLIST@LISTSERV.LOC.GOV

Museum Computer Network (MCN) list: mcn-l@mcn.edu <mcn-l@mcn.edu> -- Linda

DONE - Digital Preservation Coalition -- Amy

DONE - Preservation Administrators Discussion Group (PADG - ALA PARS) -- Emily Shaw

NDSA:January 17, 2012 Standards Working Group Notes

2012-02-22T03:36:27Z

Emily-f-shaw:

NDSA Standards Working Group

January 17, 2012

WebEx Meeting Notes

WebEx recording is here: https://issevents.webex.com/issevents/lsr.php?AT=pb&SP=MC&rID=50622197&rKey=dcfc0531c816aaaa

In attendance (Please add your name if I’ve left it out.):
* Jimi Jones (co-chair)
* Andrea Goethals (co-chair)
* Amy Kirchhoff
* Barbara Dean
* Emily F. Shaw
* Jess Branco Colati
* Karen Cariani
* Kate Murray
* Linda Tadic
* Meg Phillips
* Stephen Davis
* Sue DuBois

== Intro ==
The new members on the call introduced themselves: Barbara Dean and Emily Shaw (University of Iowa Libraries).

== What do we want to get out of the group ==
We started with a discussion of what people want to get out of participating in the group. Stephen thought that the Wikipedia project and survey should remain part of our agenda. He thought that we shouldn't take too much on until the projects we started are moving along. Barbara felt that the WG is a good fit for her and her organization. Karen (who co-chairs the Infrastructure WG) participates to see how we can work with the Infrastructure WG and to make sure we're not stepping on each others toes. Meg has been very pleased that we were able to start up and make progress on the staffing survey project despite also working on the Wikipedia project. Amy wants to stay abreast of what's happening in the standards space. In response a few of us, including Amy, said that we should start forwarding new standards information to the mailing list. Karen thinks that we have been taking on work that is manageable. Someone asked if the Coordinating Committee expects particular things from our WG. Jimi said that this is an experimental venture powered by volunteers, so what we do is driven by us.

== Wikipedia Project ==
Andrea gave an update on the WikiProject portion of the Wikipedia project. She showed how the statistics are now working. She asked for opinions on which graphic to use for the project. Several people opted for the binary clock image. Someone asked about the scope. Andrea thought we should at least include the things that are directly linkable from the digital preservation article but that more secondary content will likely be driven by the expertise of the participants (for example we have a lot of audio expertise in the group).

Stephen gave an update on the Wikipedia article restructuring. He has been aggregating authoritative sources to cite in the article. He has also been talking to Priscilla Caplan who has agreed to help with the article rewrite. She is planning to write a book about digital preservation so this work could complement that. Stephen has been drafting the article on the NDSA wiki but it's wiki software isn't completely compatible with Wikipedia's. We decided that the best way to write it may be in a Word Document and then transfer it to the Wikipedia Sandbox as we get closer to publishing it on the Wikipedia site. (The Wikipedia Sandbox gets wiped periodically).

== Staffing Survey ==
Meg explained the context of the staffing survey. We discussed some new questions for the survey which Jimi will add to the staffing survey planning page on the wiki.

Stephen mentioned the ARL spec kit which had similar questions. He saved a copy of Columbia's responses so he'll share that with us.

Someone asked if there were lessons we could learn from the Infrastructure WG's survey. Karen said that Trevor, Micah and Andrea largely shaped that one. Karen said that we could answer it on 2 passes like the Infra. WG did so that we could learn from the first one and refine it. Andrea said that we should try to make the questions quantifiable but that we may need to leave a few open-ended.

Stephen had an idea of developing institutional profiles in part because the information we ask on these surveys will change over time. Institutions could update their profiles. We should keep this in mind for a future project.

Jimi suggested that we all add any questions we'd like answered to the planning page and then we'll work to winnow it down and rewrite them later. We'll also add use cases (how the survey responses will be used) to the page which will help us come up with the final questions.

Next call we will try to make it an hour and 15 minutes since we keep running out of time.

NDSA:Standards and Practices Working Group Members

2012-02-22T03:30:01Z

Emily-f-shaw:

'''Co-chairs:'''

* Co-chair: Jimi Jones, Library of Congress
** I am Digital Audiovisual Formats Specialist for LC's Office of Strategic Initiatives. I am primarily interested in audiovisual formats and encodings and will probably focus on those in this survey work.
* Co-chair: Andrea Goethals, Harvard University
** I manage Harvard Library's digital preservation program and repository. I am interested in better exposing standards and best practices that can help manage preservation repositories on a practical level. I will probably focus on best practice and guidance documents related to preservation policies and practices.

'''Members (In order of first names):'''

* Aaron Collie, Michigan State University
* Aaron Trehub, Auburn University
* Allison Munsell, Munsell Studio
* Amy Kirchhoff, ITHAKA
** I am the Portico and JSTOR Archive Service Product Manager. I have a particular interest in standards related to content packaging, metadata, and file formats.
* Amy Rudersdorf, North Carolina Department of Cultural Resources
** I am the director of the Digital Information Management Program at the State Library of North Carolina. We work to provide permanent public access to publications created by or on behalf of North Carolina State Government agencies. Initiative activities include research and testing of technologies and tools to acquire, manage, preserve, and provide access to both born-digital and digitized information produced by the state agencies of North Carolina.
* Andy Maltz, the Academy of Motion Picture Arts & Sciences
* Barbara Dean, Federal Reserve Bank of St. Louis
* Ben Fino-Radin, Rhizome
* Brian E. C. Schottlaender, University of California San Diego
* Charles Kolb, National Endowment for the Humanities
* Chris Dietrich, National Park Service
* Christopher Segura, Center for Cultural and Eco-Tourism-University of Louisiana at Lafayette, c.segura@louisiana.edu
* Claire W. White, Stock Artists Alliance
* Courtney Michael, WGBH Educational Foundation
* Daniel R. Dodge, Thomson Reuters
* Daphne DeLeon, Nevada State Library and Archives
* Robert R. Downs, CIESIN, Columbia University
* Eileen Fenton, Portico
* Emily Frieda Shaw, University of Iowa Libraries
* Elizabeth Falk, Idaho State Archives
* Eugene Mopsik, American Society of Media Photographers
* Glenn Clatworthy, Public Broadcasting Service
* Gregory Sanford, Vermont State Archives and Records Administration
* Herbert Van de Sompel, Los Alamos National Laboratory Research Library
* Ido Peled, Ex Libris Group
* Jennifer Waxman, New York University
* Jessica Branco Colati, Northeast Document Conservation Center
* Joe Weisenbach, MAM-A Inc.
* John McCoskey, Public Broadcasting Service (PBS)
* John Spencer, BMS/Chace
* Josh Sternfeld, National Endowment for the Humanities
* Karen Cariani, WGBH Educational Foundation
* Kate Boyd, University of South Carolina, boydkf@mailbox.sc.edu
* Kate Murray, National Archives and Records Administration
** I am the Digitization Process Development Specialist in NARA's Digitization Services Branch. In a nutshell, my job is to coordinate an effective, efficient, and sustainable digitization infrastructure in support of NARA goals toward preserving and making available the Agency’s holdings - especially for AV materials. In this capacity, I look at processes and workflows related to increased automation and standardization including: format identification/documentation, migration/transformation strategies, tool identification and testing, and quality assurance/control.
* Linda Tadic, Audiovisual Archive Network
* Margaret Maes, Legal Information Preservation Alliance
* Mark Abrahamson, Roper Center for Public Opinion Research
* Mark Evans, Tessella Inc.
* Martin Halbert, University of North Texas
* Mary Vardigan, Inter-University Consortium for Political and Social Research (ICPSR)
* Matt Peters, Utah Automated Geographic Reference Center
* Matt Schultz, Educopia Institute, MetaArchive Cooperative
* Matt Veatch, Kansas State Historical Society, mveatch@kshs.org
* Meg Philips, National Archives and Records Administration
* Meghan Banach Bergin, University of Massachusetts Amherst, mbanach@library.umass.edu
* Michael Levy, United States Holocaust Memorial Museum
* Michael L. Nelson, Old Dominion University
* Michele Kimpton, DuraSpace
* Michele Timmons, Minnesota Office of the Revisor of Statutes
* Nancy North, University of Michigan
* Nicole Joniec, The Library Company of Philadelphia
* Paula De Stefano, New York University (NYU)
* Priscilla Caplan, Florida Center for Library Automation
* Rachel L. Frick, Council on Library and Information Resources: Digital Library Federation
* Robert R. Downs, Center for International Earth Science Information Network (CIESIN), Columbia University
* Shane Beers, University of Michigan
* Shawn Rounds, Minnesota Historical Society
* Stephen P Davis, Columbia - Director, Columbia Libraries Digital Program, with overall responsibility for our Fedora-based digital preservation repository and program.
* Steve Morris, North Carolina State University Libraries
* Sue DuBois, Ripley Entertainment Inc., dubois@ripleys.com
* Tracy Popp, University of Illinois Urbana-Champaign Libraries
* Victoria Walch, Council of State Archives
* Wayne Shoaf, University of Southern California
* Yair Brama, Ex Libris Group

[http://www.loc.gov/extranet/wiki/osi/ndiip/ndsa/index.php?title=Standards_and_Best_Practices_Working_Group NDSA Standards Group Home]

NDSA:Staffing survey planning page

2012-02-01T15:52:26Z

Emily-f-shaw:

Excerpt from Meg's email that started this project:

"Recently I've had several interesting conversations with people at other institutions about how the work of digital preservation is and should be organized and staffed within organizations. We've touched on issues like: what different roles are necessary to do digital preservation, what is the division of labor, what kinds of skills are needed, are developers within a digital preservation unit or outside it, would people be willing to share org charts and position descriptions, and on and on.

Information like this could be useful for many reasons, including simply finding out how many different ways of doing this there are, benchmarking, identifying effective practices, and maybe making a case to strengthen staffing at our own institutions.

This topic clearly isn't related to "standards", but it probably is related to "practices." I was wondering if other members of this group would have any interest in conducting a survey of institutions to find out how they organize and staff the digital preservation function, and how they would like to organize and staff it. We could do something relatively simple, on the model of the storage survey recently conducted by another NDSA working group."

----
'''Use Cases:'''

In order to get a handle on what kinds of questions we'd like to ask, we should consider what we want to do with this survey. As you come up with questions and insert them in the section below, think about use cases for this survey and put them in this section.

----
'''Notes:'''

Section 3.2 of the latest version of the TRAC successor is about Organizational Structure and Staffing. Specifically it requires the following:
* 3.2.1 The repository shall have identified and established the duties that it needs to perform and shall have appointed staff with adequate skills and experience to fulfill these duties.
** 3.2.1.1 The repository shall have identified and established the duties that it needs to perform.
** 3.2.1.2 The repository shall have the appropriate number of staff to support all functions and services.
** 3.2.1.3 The repository shall have in place an active professional development program that provides staff with skills and expertise development opportunities.

Should the survey start with a definition of digital preservation? If so, which one?
** from http://www.digitalpreservation.gov/about/:
***"Digital preservation is the active management of digital content over time to ensure ongoing access"
** from http://en.wikipedia.org/wiki/Digital_preservation:
***"Digital preservation is the set of processes, activities and management of digital information over time to ensure its long term accessibility. The goal of digital preservation is to preserve materials resulting from digital reformatting, and particularly information that is born-digital with no analog counterpart."

----
Please start a draft of questions we could ask in this survey here:

Current Practices

* What are the titles of the people who do digital preservation work in your organization?
* What department(s) are they in?
* How many people are there?
* What are the major functions you include in your organization's digital preservation work at present?
** selection
** digitization and processing
** metadata creation
** creation of derivatives and access copies
** deposit to storage
** fixity checks
** file format verification
** auditing
** migration
** refreshing
** emulation

* What are the major functions you wish to include in your organization's digital preservation work in the future?
** selection
** digitization and processing
** metadata creation
** creation of derivatives and access copies
** deposit to storage
** fixity checks
** file format verification
** auditing
** migration
** refreshing
** emulation

* What skills do you think are necessary in the people who perform these functions?
* What educational background do you think is necessary to perform these functions?
* Do you have org charts, mission statements, position descriptions that you'd be willing to share?

* Approximately, how many terabytes of storage space do you require for all copies of your content that you manage?
* Do you think that the number of people you have working in digital preservation is sufficient?
* In what areas are you missing expertise that you need for digital preservation?
* How many people and in what areas do you think you need for digital preservation?
* What do you think the *ideal* functions, structure, and staffing of a digital preservation function would be (setting aside anything you actually have or are likely to have)?

* Did you hire digital preservation specialists or "grow your own" (or both)?
* Where do you turn for professional development opportunities for your digital preservation staff? What types of professional development opportunities have you used?
* How big is your institution?
* How much work experience, in years, do most of your digital preservation staff have?

* Is your digitization setup right for you at the moment / Are you satisfied with what you have? (please feel free to edit this one)
* Is preservation the principle mandate of your organization or is it a secondary concern?
* Pick from the following list what kind of institution you represent: library, archives, museum, etc.

NDSA:Staffing survey planning page

2012-02-01T15:51:09Z

Emily-f-shaw:

Excerpt from Meg's email that started this project:

"Recently I've had several interesting conversations with people at other institutions about how the work of digital preservation is and should be organized and staffed within organizations. We've touched on issues like: what different roles are necessary to do digital preservation, what is the division of labor, what kinds of skills are needed, are developers within a digital preservation unit or outside it, would people be willing to share org charts and position descriptions, and on and on.

Information like this could be useful for many reasons, including simply finding out how many different ways of doing this there are, benchmarking, identifying effective practices, and maybe making a case to strengthen staffing at our own institutions.

This topic clearly isn't related to "standards", but it probably is related to "practices." I was wondering if other members of this group would have any interest in conducting a survey of institutions to find out how they organize and staff the digital preservation function, and how they would like to organize and staff it. We could do something relatively simple, on the model of the storage survey recently conducted by another NDSA working group."

----
'''Use Cases:'''

In order to get a handle on what kinds of questions we'd like to ask, we should consider what we want to do with this survey. As you come up with questions and insert them in the section below, think about use cases for this survey and put them in this section.

----
'''Notes:'''

Section 3.2 of the latest version of the TRAC successor is about Organizational Structure and Staffing. Specifically it requires the following:
* 3.2.1 The repository shall have identified and established the duties that it needs to perform and shall have appointed staff with adequate skills and experience to fulfill these duties.
** 3.2.1.1 The repository shall have identified and established the duties that it needs to perform.
** 3.2.1.2 The repository shall have the appropriate number of staff to support all functions and services.
** 3.2.1.3 The repository shall have in place an active professional development program that provides staff with skills and expertise development opportunities.

Should the survey start with a definition of digital preservation? If so, which one?
** from http://www.digitalpreservation.gov/about/:
***"Digital preservation is the active management of digital content over time to ensure ongoing access"
** from http://en.wikipedia.org/wiki/Digital_preservation:
***"Digital preservation is the set of processes, activities and management of digital information over time to ensure its long term accessibility. The goal of digital preservation is to preserve materials resulting from digital reformatting, and particularly information that is born-digital with no analog counterpart."

----
Please start a draft of questions we could ask in this survey here:

Current Practices

* What are the titles of the people who do digital preservation work in your organization?
* What department(s) are they in?
* How many people are there?
* What are the major functions you include in your organization's digital preservation work at present?
** selection
** digitization and processing
** metadata creation
** creation of derivatives and access copies
** deposit to storage
** fixity checks
** file format verification
** auditing

* What are the major functions you wish to include in your organization's digital preservation work in the future?
** selection
** digitization and processing
** metadata creation
** creation of derivatives and access copies
** deposit to storage
** fixity checks
** file format verification
** auditing

* What skills do you think are necessary in the people who perform these functions?
* What educational background do you think is necessary to perform these functions?
* Do you have org charts, mission statements, position descriptions that you'd be willing to share?

* Approximately, how many terabytes of storage space do you require for all copies of your content that you manage?
* Do you think that the number of people you have working in digital preservation is sufficient?
* In what areas are you missing expertise that you need for digital preservation?
* How many people and in what areas do you think you need for digital preservation?
* What do you think the *ideal* functions, structure, and staffing of a digital preservation function would be (setting aside anything you actually have or are likely to have)?

* Did you hire digital preservation specialists or "grow your own" (or both)?
* Where do you turn for professional development opportunities for your digital preservation staff? What types of professional development opportunities have you used?
* How big is your institution?
* How much work experience, in years, do most of your digital preservation staff have?

* Is your digitization setup right for you at the moment / Are you satisfied with what you have? (please feel free to edit this one)
* Is preservation the principle mandate of your organization or is it a secondary concern?
* Pick from the following list what kind of institution you represent: library, archives, museum, etc.

NDSA:Staffing survey planning page

2012-02-01T15:50:01Z

Emily-f-shaw:

Excerpt from Meg's email that started this project:

"Recently I've had several interesting conversations with people at other institutions about how the work of digital preservation is and should be organized and staffed within organizations. We've touched on issues like: what different roles are necessary to do digital preservation, what is the division of labor, what kinds of skills are needed, are developers within a digital preservation unit or outside it, would people be willing to share org charts and position descriptions, and on and on.

Information like this could be useful for many reasons, including simply finding out how many different ways of doing this there are, benchmarking, identifying effective practices, and maybe making a case to strengthen staffing at our own institutions.

This topic clearly isn't related to "standards", but it probably is related to "practices." I was wondering if other members of this group would have any interest in conducting a survey of institutions to find out how they organize and staff the digital preservation function, and how they would like to organize and staff it. We could do something relatively simple, on the model of the storage survey recently conducted by another NDSA working group."

----
'''Use Cases:'''

In order to get a handle on what kinds of questions we'd like to ask, we should consider what we want to do with this survey. As you come up with questions and insert them in the section below, think about use cases for this survey and put them in this section.

----
'''Notes:'''

Section 3.2 of the latest version of the TRAC successor is about Organizational Structure and Staffing. Specifically it requires the following:
* 3.2.1 The repository shall have identified and established the duties that it needs to perform and shall have appointed staff with adequate skills and experience to fulfill these duties.
** 3.2.1.1 The repository shall have identified and established the duties that it needs to perform.
** 3.2.1.2 The repository shall have the appropriate number of staff to support all functions and services.
** 3.2.1.3 The repository shall have in place an active professional development program that provides staff with skills and expertise development opportunities.

----
Please start a draft of questions we could ask in this survey here:

Current Practices

Should the survey start with a definition of digital preservation? If so, which one?
** from http://www.digitalpreservation.gov/about/:
***"Digital preservation is the active management of digital content over time to ensure ongoing access"
** from http://en.wikipedia.org/wiki/Digital_preservation:
***"Digital preservation is the set of processes, activities and management of digital information over time to ensure its long term accessibility. The goal of digital preservation is to preserve materials resulting from digital reformatting, and particularly information that is born-digital with no analog counterpart."

* What are the titles of the people who do digital preservation work in your organization?
* What department(s) are they in?
* How many people are there?
* What are the major functions you include in your organization's digital preservation work at present?
** selection
** digitization and processing
** metadata creation
** creation of derivatives and access copies
** deposit to storage
** fixity checks
** file format verification
** auditing

* What are the major functions you wish to include in your organization's digital preservation work in the future?
** selection
** digitization and processing
** metadata creation
** creation of derivatives and access copies
** deposit to storage
** fixity checks
** file format verification
** auditing

* What skills do you think are necessary in the people who perform these functions?
* What educational background do you think is necessary to perform these functions?
* Do you have org charts, mission statements, position descriptions that you'd be willing to share?

* Approximately, how many terabytes of storage space do you require for all copies of your content that you manage?
* Do you think that the number of people you have working in digital preservation is sufficient?
* In what areas are you missing expertise that you need for digital preservation?
* How many people and in what areas do you think you need for digital preservation?
* What do you think the *ideal* functions, structure, and staffing of a digital preservation function would be (setting aside anything you actually have or are likely to have)?

* Did you hire digital preservation specialists or "grow your own" (or both)?
* Where do you turn for professional development opportunities for your digital preservation staff? What types of professional development opportunities have you used?
* How big is your institution?
* How much work experience, in years, do most of your digital preservation staff have?

* Is your digitization setup right for you at the moment / Are you satisfied with what you have? (please feel free to edit this one)
* Is preservation the principle mandate of your organization or is it a secondary concern?
* Pick from the following list what kind of institution you represent: library, archives, museum, etc.

NDSA:Staffing survey planning page

2012-02-01T15:40:12Z

Emily-f-shaw:

Excerpt from Meg's email that started this project:

"Recently I've had several interesting conversations with people at other institutions about how the work of digital preservation is and should be organized and staffed within organizations. We've touched on issues like: what different roles are necessary to do digital preservation, what is the division of labor, what kinds of skills are needed, are developers within a digital preservation unit or outside it, would people be willing to share org charts and position descriptions, and on and on.

Information like this could be useful for many reasons, including simply finding out how many different ways of doing this there are, benchmarking, identifying effective practices, and maybe making a case to strengthen staffing at our own institutions.

This topic clearly isn't related to "standards", but it probably is related to "practices." I was wondering if other members of this group would have any interest in conducting a survey of institutions to find out how they organize and staff the digital preservation function, and how they would like to organize and staff it. We could do something relatively simple, on the model of the storage survey recently conducted by another NDSA working group."

----
'''Use Cases:'''

In order to get a handle on what kinds of questions we'd like to ask, we should consider what we want to do with this survey. As you come up with questions and insert them in the section below, think about use cases for this survey and put them in this section.

----
'''Notes:'''

Section 3.2 of the latest version of the TRAC successor is about Organizational Structure and Staffing. Specifically it requires the following:
* 3.2.1 The repository shall have identified and established the duties that it needs to perform and shall have appointed staff with adequate skills and experience to fulfill these duties.
** 3.2.1.1 The repository shall have identified and established the duties that it needs to perform.
** 3.2.1.2 The repository shall have the appropriate number of staff to support all functions and services.
** 3.2.1.3 The repository shall have in place an active professional development program that provides staff with skills and expertise development opportunities.

----
Please start a draft of questions we could ask in this survey here:

Current Practices

* What are the titles of the people who do digital preservation work in your organization?
* What department(s) are they in?
* How many people are there?
* What are the major functions you include in your organization's digital preservation work?
** selection
** digitization and processing
** metadata creation
** creation of derivatives and access copies
** deposit to storage
** fixity checks
** file format verification
** auditing

* What skills do you think are necessary in the people who perform those functions?
* Do you have org charts, mission statements, position descriptions that you'd be willing to share?

* Approximately, how many terabytes of storage space do you require for all copies of your content that you manage?
* Do you think that the number of people you have working in digital preservation is sufficient?
* In what areas are you missing expertise that you need for digital preservation?
* How many people and in what areas do you think you need for digital preservation?
* What do you think the *ideal* functions, structure, and staffing of a digital preservation function would be (setting aside anything you actually have or are likely to have)?

* Did you hire digital preservation specialists or "grow your own" (or both)?
* Where do you turn for professional development opportunities for your digital preservation staff? What types of professional development opportunities have you used?
* How big is your institution?
* How much work experience, in years, do most of your digital preservation staff have?

* Is your digitization setup right for you at the moment / Are you satisfied with what you have? (please feel free to edit this one)
* Is preservation the principle mandate of your organization or is it a secondary concern?
* Pick from the following list what kind of institution you represent: library, archives, museum, etc.

NDSA:Staffing survey planning page

2012-01-31T19:16:08Z

Emily-f-shaw:

Excerpt from Meg's email that started this project:

"Recently I've had several interesting conversations with people at other institutions about how the work of digital preservation is and should be organized and staffed within organizations. We've touched on issues like: what different roles are necessary to do digital preservation, what is the division of labor, what kinds of skills are needed, are developers within a digital preservation unit or outside it, would people be willing to share org charts and position descriptions, and on and on.

Information like this could be useful for many reasons, including simply finding out how many different ways of doing this there are, benchmarking, identifying effective practices, and maybe making a case to strengthen staffing at our own institutions.

This topic clearly isn't related to "standards", but it probably is related to "practices." I was wondering if other members of this group would have any interest in conducting a survey of institutions to find out how they organize and staff the digital preservation function, and how they would like to organize and staff it. We could do something relatively simple, on the model of the storage survey recently conducted by another NDSA working group."

Question: Should this survey start from a clearly-articulated definition of digital preservation -- including a set of activities that the surveyors consider to fall under the rubric of "digital preservation" -- and then ask who is doing what, who they report to, etc.? Or should the survey ask who within each institution is doing "digital preservation" work (broadly defined), and then ask what that person's responsibilities are, who they report to (thereby refining the definition of "digital preservation" and more clearly articulating the specific activities that practitioners think fall under this rubric)?

----
'''Use Cases:'''

In order to get a handle on what kinds of questions we'd like to ask, we should consider what we want to do with this survey. As you come up with questions and insert them in the section below, think about use cases for this survey and put them in this section.

----
'''Notes:'''

Section 3.2 of the latest version of the TRAC successor is about Organizational Structure and Staffing. Specifically it requires the following:
* 3.2.1 The repository shall have identified and established the duties that it needs to perform and shall have appointed staff with adequate skills and experience to fulfill these duties.
** 3.2.1.1 The repository shall have identified and established the duties that it needs to perform.
** 3.2.1.2 The repository shall have the appropriate number of staff to support all functions and services.
** 3.2.1.3 The repository shall have in place an active professional development program that provides staff with skills and expertise development opportunities.

----
Please start a draft of questions we could ask in this survey here:

* What are the titles of the people who do digital preservation work in your organization?
* What department(s) are they in?
* How many people are there?
* What are the major functions you include in your organization's digital preservation work?
* What skills do you think are necessary in the people who perform those functions?
* Do you have org charts, mission statements, position descriptions that you'd be willing to share?

* Approximately, how many terabytes of storage space do you require for all copies of your content that you manage?
* Do you think that the number of people you have working in digital preservation is sufficient?
* In what areas are you missing expertise that you need for digital preservation?
* How many people and in what areas do you think you need for digital preservation?
* What do you think the *ideal* functions, structure, and staffing of a digital preservation function would be (setting aside anything you actually have or are likely to have)?

* Did you hire digital preservation specialists or "grow your own" (or both)?
* Where do you turn for professional development opportunities for your digital preservation staff? What types of professional development opportunities have you used?
* How big is your institution?
* How much work experience, in years, do most of your digital preservation staff have?

* Is your digitization setup right for you at the moment / Are you satisfied with what you have? (please feel free to edit this one)
* Is preservation the principle mandate of your organization or is it a secondary concern?
* Pick from the following list what kind of institution you represent: library, archives, museum, etc.

NDSA:Staffing survey planning page

2012-01-31T19:09:20Z

Emily-f-shaw:

Excerpt from Meg's email that started this project:

"Recently I've had several interesting conversations with people at other institutions about how the work of digital preservation is and should be organized and staffed within organizations. We've touched on issues like: what different roles are necessary to do digital preservation, what is the division of labor, what kinds of skills are needed, are developers within a digital preservation unit or outside it, would people be willing to share org charts and position descriptions, and on and on.

Information like this could be useful for many reasons, including simply finding out how many different ways of doing this there are, benchmarking, identifying effective practices, and maybe making a case to strengthen staffing at our own institutions.

This topic clearly isn't related to "standards", but it probably is related to "practices." I was wondering if other members of this group would have any interest in conducting a survey of institutions to find out how they organize and staff the digital preservation function, and how they would like to organize and staff it. We could do something relatively simple, on the model of the storage survey recently conducted by another NDSA working group."

Question: Should this survey start from a clearly-articulated definition of digital preservation -- including a set of activities that the surveyors consider to fall under the rubric of "digital preservation" -- and then ask who is doing what, who they report to, etc.? Or should the survey ask who within each institution is doing "digital preservation" (broadly defined), and then ask what that person's responsibilities are, who they report to (thereby refining the definition of "digital preservation" and more clearly articulating the specific activities that practitioners think fall under this rubric)?

----
'''Use Cases:'''

In order to get a handle on what kinds of questions we'd like to ask, we should consider what we want to do with this survey. As you come up with questions and insert them in the section below, think about use cases for this survey and put them in this section.

----
'''Notes:'''

Section 3.2 of the latest version of the TRAC successor is about Organizational Structure and Staffing. Specifically it requires the following:
* 3.2.1 The repository shall have identified and established the duties that it needs to perform and shall have appointed staff with adequate skills and experience to fulfill these duties.
** 3.2.1.1 The repository shall have identified and established the duties that it needs to perform.
** 3.2.1.2 The repository shall have the appropriate number of staff to support all functions and services.
** 3.2.1.3 The repository shall have in place an active professional development program that provides staff with skills and expertise development opportunities.

----
Please start a draft of questions we could ask in this survey here:

* What are the titles of the people who do digital preservation work in your organization?
* What department(s) are they in?
* How many people are there?
* What are the major functions you include in your organization's digital preservation work?
* What skills do you think are necessary in the people who perform those functions?
* Do you have org charts, mission statements, position descriptions that you'd be willing to share?

* Approximately, how many terabytes of storage space do you require for all copies of your content that you manage?
* Do you think that the number of people you have working in digital preservation is sufficient?
* In what areas are you missing expertise that you need for digital preservation?
* How many people and in what areas do you think you need for digital preservation?
* What do you think the *ideal* functions, structure, and staffing of a digital preservation function would be (setting aside anything you actually have or are likely to have)?

* Did you hire digital preservation specialists or "grow your own" (or both)?
* Where do you turn for professional development opportunities for your digital preservation staff? What types of professional development opportunities have you used?
* How big is your institution?
* How much work experience, in years, do most of your digital preservation staff have?

* Is your digitization setup right for you at the moment / Are you satisfied with what you have? (please feel free to edit this one)
* Is preservation the principle mandate of your organization or is it a secondary concern?
* Pick from the following list what kind of institution you represent: library, archives, museum, etc.

NDSA:Staffing survey planning page

2012-01-31T19:09:09Z

Emily-f-shaw:

Excerpt from Meg's email that started this project:

"Recently I've had several interesting conversations with people at other institutions about how the work of digital preservation is and should be organized and staffed within organizations. We've touched on issues like: what different roles are necessary to do digital preservation, what is the division of labor, what kinds of skills are needed, are developers within a digital preservation unit or outside it, would people be willing to share org charts and position descriptions, and on and on.

Information like this could be useful for many reasons, including simply finding out how many different ways of doing this there are, benchmarking, identifying effective practices, and maybe making a case to strengthen staffing at our own institutions.

This topic clearly isn't related to "standards", but it probably is related to "practices." I was wondering if other members of this group would have any interest in conducting a survey of institutions to find out how they organize and staff the digital preservation function, and how they would like to organize and staff it. We could do something relatively simple, on the model of the storage survey recently conducted by another NDSA working group."

Question: Should this survey start from a clearly-articulated definition of digital preservation -- including a set of activities that the surveyors consider to fall under the rubric of "digital preservation" -- and then ask who is doing what, who they report to, etc.? Or should the survey ask who within each institution is doing "digital preservation" (broadly defined), and then ask what that person's responsibilities are, who they report to (thereby refining the definition of "digital preservation" and more clearly articulating the specific activities that practitioners think fall under this rubric)?

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'''Use Cases:'''

In order to get a handle on what kinds of questions we'd like to ask, we should consider what we want to do with this survey. As you come up with questions and insert them in the section below, think about use cases for this survey and put them in this section.

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'''Notes:'''

Section 3.2 of the latest version of the TRAC successor is about Organizational Structure and Staffing. Specifically it requires the following:
* 3.2.1 The repository shall have identified and established the duties that it needs to perform and shall have appointed staff with adequate skills and experience to fulfill these duties.
** 3.2.1.1 The repository shall have identified and established the duties that it needs to perform.
** 3.2.1.2 The repository shall have the appropriate number of staff to support all functions and services.
** 3.2.1.3 The repository shall have in place an active professional development program that provides staff with skills and expertise development opportunities.

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Please start a draft of questions we could ask in this survey here:

* What are the titles of the people who do digital preservation work in your organization?
* What department(s) are they in?
* How many people are there?
* What are the major functions you include in your organization's digital preservation work?
* What skills do you think are necessary in the people who perform those functions?
* Do you have org charts, mission statements, position descriptions that you'd be willing to share?

* Approximately, how many terabytes of storage space do you require for all copies of your content that you manage?
* Do you think that the number of people you have working in digital preservation is sufficient?
* In what areas are you missing expertise that you need for digital preservation?
* How many people and in what areas do you think you need for digital preservation?
* What do you think the *ideal* functions, structure, and staffing of a digital preservation function would be (setting aside anything you actually have or are likely to have)?

* Did you hire digital preservation specialists or "grow your own" (or both)?
* Where do you turn for professional development opportunities for your digital preservation staff? What types of professional development opportunities have you used?
* How big is your institution?
* How much work experience, in years, do most of your digital preservation staff have?

* Is your digitization setup right for you at the moment / Are you satisfied with what you have? (please feel free to edit this one)
* Is preservation the principle mandate of your organization or is it a secondary concern?
* Pick from the following list what kind of institution you represent: library, archives, museum, etc.