Integration of Records Management and Digital Archiving : What Can We Do Today? Ann Keen, Preservica Nov

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1 Integration of Records Management and Digital Archiving : What Can We Do Today? Ann Keen, Preservica Nov

2 Agenda Introduction to Preservica Records Management & Digital Preservation integration models example implementation future implementation approaches Summary and Questions

3 Introduction to Preservica Washington DC, US & Oxford, UK subsidiary of Tessella 10+ years expertise in Digital Preservation Proactive contributor to DP research and standards Open Archival Information System (OAIS) compliant On premise/hybrid and cloud hosted editions Trusted by pan-national, national, state, university and business archives and libraries across 4 continents

4 Preservica: World Leading Digital Preservation National & Pan-National Libraries, Museums & Education UK National Archives Malaysian Archives European Commission Dutch National Archives Swiss Federal Archives Austrian Archives Bates College Emerson College National Archives of Hungary Finnish National Archives Latvian National Archives Estonian National Archives University College London Archives of Michigan State of Vermont Archives Corporate Archives Rotterdam City Archive UK Met Office UK Parliament Dorset State & Government Budapest City Archive Business & Corporate

5 Leading Analysts agree Digital preservation forces itself on agenda Long-term retention of digital content means preservation issues must be addressed Hardware, software, and file format obsolescence risks will haunt us if not taken seriously IT renewal programs put retention and accessibility of legacy data at forefront Conclusion: consider digital preservation from the outset especially for records held for more than 10 years or records that are older than 10 years.

6 Information Management and Digital Preservation Enterprise Content Management System Digital Preservation System Records Manager Content governance, management, control, retention and disposal Bit-level storage Short term retention (< 10 years) Archivist Ensuring digital content remains accessible and readable Protection against file format obsolescence Long term and permanent retention (> 10 years)

7 Information Management & Digital Preservation Enterprise Content Management System Digital Preservation System Records Manager Content governance, management, control, retention and disposal Bit-level storage X Little or no out-of-the box integration today Archivist Ensuring digital content remains accessible and readable Protection against file format obsolescence Short term retention (< 10 years) Long term and permanent retention (> 10 years)

8 Models for Aligning Records Management and Digital Preservation Enterprise Information Management Digital Preservation System End of life Model Current approach Disposal of record to Digital Preservation at end of lifecycle Automated bulk export and ingest

9 Models for Aligning Records Management and Digital Preservation Enterprise Information Management Digital Preservation System End of life Model Current approach Disposal of record to Digital Preservation at end of lifecycle Automated bulk export and ingest Enterprise Information Management Digital Preservation System Preserve at Creation Model Synchronisation of record to Digital Preservation at start of lifecycle Retention, disposal & legal hold controlled within ERMS Preservation, validated migrations & representations performed within DP system

10 Example Implementation Preserving SharePoint - files & metadata Manual Export watched network folder export.cmp Automated Export Auto Upload Auto Ingest

11 Example Implementation Preserving SharePoint - files & metadata Manual Export watched network folder export.cmp Automated Export Auto Upload Auto Ingest

12 SharePoint Library

13 SharePoint Library Export: Manual

14 SharePoint Library Export: Automatic

15 SharePoint Library Export: Automatic

16 Preservica Ingesting SharePoint files & metadata

17 SharePoint in Preservica

18 Future Implementations TODAY Preserve at Creation

19 Preserve at Creation Model : using CMIS Consumer Enterprise Content Management System Access Policy Catalogue Records Management Digital Content Contributor Content Management System Information Manager Creation Use / Maintain Short Term Retention Long Term Retention Permanent Retention Content Lifecycle (time) Retention Policy Disposal

20 Conclusions Digital records that need to be, or have already been retained for 10 years or more - are at risk Records management & digital preservation are complementary and should be /can be integrated There are production level integrations available today (SharePoint and Outlook) Tighter integration can be based on CMIS protocol

21 Questions?

22 Thank you! Wednesday November , 11am-12pm Preservation and access in the Cloud: lessons from operating Preservica

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