Plato Preservation Planning. Bram van der Werf

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1 Plato Preservation Planning Bram van der Werf

2 Problem Statement Today major memory institutions, despite being the major stakeholders and thought leaders in the field of long term access and digital preservation, suffer from fundamental lack of mature tools and production services Commercially available standard solutions do not fit the specific requirement for a long-term strategy while bespoke custom made solutions are too costly

3 b OPF COMMUNITY Technology & Service Partners e.g. IBM, Tessella, Oracle, HP, etc Charter Members Major Libraries, Archives & R&D Institutes BOARD OPF Partner Initiatives e.g. DPC,DCC, Nestor,NDIIPP, NCDD, etc Affilate Members Academic Research and Higher Education

4 About OPF and its Products & Services Meet digital preservation needs of archives and libraries at national scale. Are focused on practical solutions. Provide functional products and services, which are open, extensible and non proprietary.

5 OPF provides stewardship Assure development & maintenance of a comprehensive DP tools and long term access services (Requirements) R&D outcome, mature prototypes & demonstrators (Process e.g. RUP, SCRUM) Support relevant Open Source initiatives Academic Research & Higher Education, work on an academic HE curriculum for DP Promote partnerships (technology & services business), take-up and sustain

6 Requirements & Collaboration Practitioners Community Wiki Expert blogs Developers Collaboratory Version management, issue tracking, continuous integration, peer reviewing, knowledge base/wiki

7 Long term access Challenges Bit preservation, digital longevity Rendering of formats Increased complexity of objects (dbases, webarchiving, games, etc) Tsunami of digital objects Solutions?!?!?! Storage, cloud solutions, etc, etc. Emulation, migration standardization

8 Long Term Access & Preservation vs Industrial Innovation

9 The Deming PDCA Circle

10 The Planets Planning Tool Plato Web based planning tool implementing the Planets preservation planning workflow Publicly available Automation of the planning process Integration of registries and services for File format identification Preservation action (migration, emulation ) Characterisation and comparison Knowledge base to support planning

11 What is a preservation plan? A preservation plan defines a series of preservation actions to be taken by a responsible institution to address an identified risk for a given set of digital objects or records (called collection). The Preservation Plan takes into account the preservation policies, legal obligations, organisational and technical constraints, user requirements and preservation goal. It also describes the preservation context, the evaluated alternative preservation strategies and the resulting decision for one strategy, including the rationale of the decision.

12

13 The Developers View on the process Got to the online Plato Tool

14 How to enter Plato Online Prototype 2

15 Plato Welcome Page

16 List of Preservation Plans

17 Navigation

18 Unsaved Changes 2

19 Loading a Preservation Plan 1

20 Creating a new preservation plan 1

21

22 Define Basis: Identification

23 Define Basis: Status

24 Define Basis: Description

25 Define Basis: Policies 3 2 1

26 Define Sample Records: Collection Profile

27 Define Sample Records: Sample Records

28 Identify Requirements: Objective Tree

29 1 Using a template

30 Using a fragment (1/2) 1

31 Using a fragment (2/2)

32 Saving a template 1

33 Saving a template 1

34 Saving a fragment 1

35 Saving a fragment 2 3 1

36

37 Defining Alternatives 1 2

38 Adding a new alternative

39 Defining Alternatives: Service Registries 2 1

40 Take the Go decision

41 Develop Experiments 1

42 1 Run Experiments

43 Evaluate Experiment

44 Evaluate Experiment

45

46 Transform Measured Values 2 1

47 Set Importance Factors

48 Analyze Results

49

50 Create executable plan 1

51 Define preservation plan

52 Validate preservation plan

53 How about practitioners? The Danish Royal Library Library-of-Denmark-Use-of-Planets On the web

54 A Tool is but a Tool Prevents re-inventing the wheel Improves sharing of best practices Supports the training & learning process BUT WE NEED CONTENT TO FEED TOOLS

55 OPF focus for

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