Development of Organisational and Business Models for the Long-term Preservation of Digital Objects

Transcription

1 Development of Organisational and Business Models for the Long-term Preservation of Digital Objects S u s a n n e L a n g Bavarian State Library Munich Digitisation Centre M i c h a e l M i n k u s University of the Federal Armed Forces, Munich

2 Agenda Objectives Approach Process Model Business Model Model Integration and Individualisation An illustration of some modelling elements on a running system 2

3 Challenges Digital objects represent added value We need to secure the availability for the long term Long-term preservation of digital objects and metadata is an absolute necessity The number of digital objects is growing fast Infrastructures change rapidly Funds run dry 32008

4 About 39 million files in September about 6 million files in September 2005 at the Bavarian State Library 42008

5 We need to build innovative, reliable, and sustainable organisational and business models 5 supplied by FreeFoto.com

6 We need... General Guidance Recommendations Decision Support Roadmap for further research, development, and funding 6

7 The Study Development of Organisational and Business Models for the long-term preservation of digital objects from digitisation projects Duration: 1 year 2008 Partners: Bavarian State Library Munich, University of Federal Armed Forces, Munich Funded by the German Research Foundation 7

8 Methodological Approach Current State Business Modelling Business and Context Future Visions for Information Provision Digitisation and LTP in Memory Organisations Process Modelling Procedures Toolset Results Individualisation Literature Review and Adaption Generic Business Model Questionnaire Literature Review Planned National Workshop Process Oriented Business Model specific to Digitisation and LTP in Memory Organisations Organisational Models and Business Plans Suggestions for Future Research, Development, and Funding Literature Review and Adaption Generic Process Model 8

9 Generic Business Model Competitive Strategy Business Goals Situation for Competition a precondition for supports the realisation a precondition for is externally set for creates incentive for defines Potential of Benefit refers to Recipient Generic B u s i n e s s M o d e l is basis for Business Plan describes Potential of Success 9

10 Generic Business Model Business Modelling provides means for Competitive Strategy supports the a pre- realisation condition for Business Goals a precondition for - informal and formal defines Generic descriptions that B u s i n e s s M o d e l represent various Potential of Benefit aspects of business, is basis for refers to including purpose, Recipient Business offerings, strategies, Plan infrastructure, organisational structures, trading practices, and operational processes and policies. - checking implemented or planned systems. Situation for Competition is externally set for creates incentive for describes Potential of Success 10

11 Generic Process Model Domain Know How Tasks Resources Task Performers provides an overview of activities that are controlled by objectives a precondition for Generic P r o c e s s M o d e l is basis for Organisational Structure are needed to transform tasks describe responsibilities is basis for Procedural Organisation makes benefits visible visualise hierarchical groups show processes illustrate dependencies provides the possibility of measurement Managed Information Static Structures Dynamic Structures Spatio-temporal Aspects Quantitative Aspects 11

12 Generic Process Model Process Modelling provides means for Domain Know How precondition for responsibilities - analysis of operations visualise hierarchical groups - definition, structuring, Generic show processes P r o c e s s M o d e l illustrate and integration of dependencies is basis for is basis for business processes provides the possibility of Organisational Procedural measurement - design of process Structure Organisation chains - allocation of process responsibilities r and resources - process improvement and process management. a provides an overview of activities that are controlled by objectives Tasks are needed to transform tasks describe Resources makes benefits visible Task Performers Managed Information Static Structures Dynamic Structures Spatio-temporal Aspects Quantitative Aspects 12

13 Archival Storage Data Management Ingest Access nur interne Leistungen QA results Ingest Archival Storage AIP liegt vor externe Leistungen AIP Descriptive info Disseminatio n request liegt vor Generate DIP DIP erstellt ist Vorgänger von Consumer hat Request Co-ordinate Access Activities Result set liegt vor Result set verworfen nur interne Leistungen Error logs Deliver Response Archival Storage Disseminatio n request liegt vor DIP liegt vor Order liegt im System vor externe Leistungen Notice of data transfer Operational statistics ist Vorgänger von Ingest Access Data Management Data formatting & doc. stds... externe Leistungen Report Database Update response Report Descriptive info Report Result set ist Vorgänger von Audit report liegt vor Ingest Archival Storage Data Management nur interne Leistungen [U pdated] SIP liegt vor Erhalt bestätigt Quality Assurance Q ualitätserg ebnisse erha lten SIP, AIP [for audit] liegen vor Ü bertrage SIP, AIP [for audit] Policies Final ingest report SIP for design Producer mit SIP Receive Submission SIP übertragen Generate AIP AIP erhalten Generate D escriptive Info Beschreiben de Informatio nen generiert Coordinate Updates externe Leistungen Format stds. Documentation stds, procedures [Updated] SIP Bill Performance info Invenory reports Migration goals Audit Report Lien Final ingest report Submission/ Policies Updates Reports Erhalt nicht bestätigt Preservation Planning ist Vorgänger von Report request liegt vor D ata Management Report liegt vor Access D ata Management Database update respons... Management Producer Consumer Archival Storage Speicherbestätigung erhalten nur interne Leistungen Advice Issues Prototyp results Reports Technology alerts Requirement alerts Preservation Planning ist Vorgänger von externe Leistungen Surveys Proposals Recommendatio ns AIP/ SIP review Customization advice Approved standards, migratio... Develop Packaging designs... AIP/ SIP templates, AIP/ SI... Producer Consumer Prototype requests liegen vor Archival Storage nur interne Leistungen Issues liegen vor Data Management Access externe Leistungen DIP Billing info Assistance Advice liegt vor Inventory reports, performa... Develop Preservation Strategies... Proposal, Recommend ations lieg... Prototype results liegen vor Consumer Producer Product technologies liegen vor Anforderung en zur Erhaltung... Prototype requests liegen vor Monitor technology Ingest Producer externe Leistungen Submission/ SIP Appeal Technology alerts, External... Beobachte festgelgte Allgemein... Preservation Planning Reports, Requirement alerts,... Consumer Service requirements liegen vor Producer Umfragen (Surveys) liegen vor Consumer Access Consumer externe Leistungen Order Assistance request Query request Report request Payment Preservation Planning Holistic and Integrated View Finances Storage confirmation Notice of shipped order System evolution policies Change request, procedures, tools Preservation requirements schedule agreement Status of updates schedule agreement AIP/ SIP templates SIP [for approval] Product technologies Approved standards Migration packages Service requirements Legislation Emerging standards Technology Partial Models of the generic Business Model market model - incl. demand and competition product offer model production model distribution model utilisation model procurement model operating model capital model incl. financing and revenue Model Integration Process Oriented Business Model specific to Digitisation and LTP in Memory Organisations Individualisation Organisational Models and Business Plans Partial Models of the generic Process Model value-added chain model role and organisational chart model objective model data model information model event-driven process chain model product tree model process selection matrix 13 model

14 Benefit for Your Specific Organisation Individualisation Organisational Models and Business Plans Process Governance provides an overview of activities that are controlled by business goals Compliance Management Corporate Social Responsibility 14

15 Benefit for Your Specific Organisation Benefits in the context of Digitisation and LTP - establishing and operating a trustworthy digital archive Process Governance Individualisation Organisational Models and Business Plans provides an overview of activities that are controlled by business goals Compliance Management Corporate Social Responsibility - design of a comprehensible risk management and quality management for information preservation - description clear outsourcing scenarios - definition of procedural requirements for information technology - estimation of a liability risk for decision makers. 15

16 An illustration of some modelling elements on a running system Production and Distribution at the BSB Production Distribution OPAC Digitisation $ $ Harvesting Upload Ingest Storage and Preservation Storage System Authentication Library Archiving and Access System WWW User World Cat Search Engines Digital Collections Delivery Access 16

17 Outcomes Expected Results General guidance, recommendations, and decision support for high quality business plans and organisational structures / models holistic approach economical, technological, and legal aspects are integrated flexibility generic elements are provided controlling complexity engineering / reengineering methods are used established and standardised modelling practices are applied familiarity and efficiency prior work is reused and adapted More precise formulation of further research, development, and funding Current State of Our Study First application of our approach Major reference models are already adapted, e.g., OAIS, DSEP Questionnaires are currently analysed Final report is scheduled for Q1/

18 Bavarian State Library, Munich Tobias Beinert, Susanne Lang, Astrid Schoger supplied by FreeFoto.com University of the Federal Armed Forces, Munich Uwe M. Borghoff, Harald Hagel, Michael Minkus, Peter Rödig P r o j e c t T e a m 18