KeepIt Training Resources

This is one of the resources produced by the JISC KeepIt project and contributing towards the development of Repository Preservation Exemplars.

Not a bibliography, not formal papers, this includes other less conventional resources, typically less likely to be formally cited, which nevertheless are valuable in reflecting on or assisting preservation of digital repositories, and might be used in a training programme for repository managers seeking to develop repository preservation exemplars.

Please add new items and help organise. Criteria:

1. preservation AND repository
2. open access: include a link that everyone can follow

This is currently a fairly random and unstructured collection. We expect it to become more organised in time, most likely based, as outlined in the KeepIt project proposal, on Berman's guidelines - plan, cost, describe (metadata), copy, store, stewardship, trust - and Rosenthal's assessment of the main problems - scale, costs and rights, in a view that best fits the needs of our repository preservation exemplars:

Policy, cost, management, admin.
Copy (ORE), store (inc. cloud)
Technical, formats, tools, profiles
Planning: bringing together repository management planning and technical planning
Data: PREMIS, OAIS, sig. props
Stewardship, trust, audit Rights

Another substantial collection of digital preservation training materials, mostly presentations from DPE-related conferences and training events, is the DPE registry of training materials

DP training courses, calendar view

First, an overview of current and recent training courses on digital preservation.
Note. The important links are the resources produced by these courses, where available.

2010 | 2009 | 2008 | 2007 | 2006 | 2005

2010

Digital Preservation Training Programme (DPTP)
founded on Cornell’s Digital Preservation Management Workshop
SPECIAL June 28, 2010, Web Archiving workshop, London
http://www.dptp.org/events/web-archiving-day/
29-31 March 2010, London
http://www.dptp.org/about/dptp-london-soas-march-2010/
19-21 October 2009, London
http://www.dptp.org/2009/07/course-oct09/
14-15 September 2009, Belfast (taster course)
http://www.dcc.ac.uk/events/capacity-building-belfast-2009/
18th-20th May 2009, SOAS, London
http://www.dptp.org/about/dptp-london-soas-may-2009/
Resources

• Course modules in terms of aims and objectives bullet points
• Course tutor's report

Digital Preservation Management Workshops and Tutorial (ICPSR)
The Inter-university Consortium for Political and Social Research (ICPSR) workshop is based on the workshop curriculum initially developed at Cornell University
NEXT June 13-18, 2010 hosted by MIT in Cambridge, Massachusetts
http://www.icpsr.umich.edu/dpm/workshops/fiveday.html
PREV. May 3-8, 2009, Michigan
Resources
Original Cornell tutorial

Digital Preservation - The Planets Way
20 May 2010, Planets End of Project Conference, Berlin
http://www.planets-project.eu/events/berlin-2010/
LAST 19-21 April 2010, Rome
http://www.planets-project.eu/events/rome-2010/
9-11 February 2010, London
http://www.planets-project.eu/events/london-2010/
17-19 November 2009, Bern
http://www.planets-project.eu/events/bern-2009/programme/
Resources from this event: download presentations from the top of this programme page
16-18 September 2009, Sofia
http://www.planets-project.eu/events/sofia-2009/programme/
Resources from this event: download presentations from within the programme
22-24 June 2009, Copenhagen
http://www.planets-project.eu/events/copenhagen-2009/
Resources from this event Live blog

DCC Tools of the Trade Workshops
May 19, 2010, Manchester
http://www.dcc.ac.uk/events/workshops/tools-trade-workshops

DigCCurr Professional Institute: Curation Practices for the Digital Object Lifecycle
NEXT May 16-21, 2010 & January 6-7, 2011, University of North Carolina at Chapel Hill
http://ils.unc.edu/digccurr/institute.html
PREV. June 21-26, 2009, University of North Carolina at Chapel Hill
http://ils.unc.edu/digccurr/instituteAgenda.html

KeepIt repository preservation training
Practical, tools-based approach in five modules aimed at repository managers, Jan-Mar 2010, venues tba, see KeepIt blog for details and updates

1. Organisational issues, 19 January
2. Costs, 5 February
3. Describing content for preservation, 2 March
4. Preservation workflow tools, 18-19 March
5. Trust, 30 March

Resources from this course
Slideshare: JISC KeepIt project presentations
Source materials, including presentations and supplementary content, tutorial and exercises (ECS EPrints repository, University of Southampton)
Module 4 on preservation workflow tools is based on Planets, EPrints Digital Preservation: Logical and bit-stream preservation using Plato, ePrints and the Cloud, an ECDL tutorial, 27 September 2009, Corfu
Resources from this tutorial Presentations and exercises

Digital Preservation Roadshows 2009-10 (Society of Archivists in partnership with the Digital Preservation Coalition (DPC), The National Archives, the Planets project and Cymal)
April 2009-2010, various locations
http://www.archives.org.uk/trainingdevelopment/digitalpreservationroadshows200910.html
Resources from these events
15 February 2010, Cardiff Programme and presentations
22 January 2010, Aberystwyth Programme and presentations
10 December 2009, Manchester Programme and presentations
26 November 2009, Dublin Programme and presentations
28 October 2009, Edinburgh Programme and presentations
19 August 2009, London Programme and presentations
26 June 2009, York Programme and presentations
29th April 2009, Gloucester Programme and presentations

2009

DCC Digital Curation 101/Lite
2 December 2009, London (@ 5th International Digital Curation Conference)
http://www.dcc.ac.uk/events/dcc-2009/programme/
14-15 September 2009, Belfast
http://www.dcc.ac.uk/events/capacity-building-belfast-2009/
31 July 2009, Edinburgh
http://wiki.repositoryfringe.org/index.php/The_Sessions
15 July 2009, Leeds
26 May 2009, Tampere, Finland
Resources
Digital Curation 101 Introduction (presentation from Tampere)
See also materials for full, week long workshop (not Lite!)

DataShare workshop Policy-making for Research Data in Repositories: A Guide
30 July, Edinburgh
http://wiki.repositoryfringe.org/index.php/The_Sessions
Resources Policy-making for Research Data in Repositories: A Guide
See also UKDA Manage and Share Data

Digital Libraries à la Carte 2009
28 July - 5 August 2009, Tilburg
http://www.tilburguniversity.nl/services/lis/ticer/09carte/
Resources
Module 5: Institutional Repositories - Preservation and Advocacy
includes
Marcel Ras, Marijke Dewaerheijt, Preservation and Conservation of Institutional Repositories (handout of slides)
Module 6: Libraries and Research Data - Embracing New Content
includes
Stephen Pinfield, Dealing with Data - An Introduction (slides)
Micah Altman, Open Access to Data for Replicable Science
Charles (Chuck) Humphrey, Data Library Services in the Data Stewardship Life Cycle (Slideshare)
Ken Miller, Data In - Knowledge Out: Digital Preservation and Curation (handout of slides)
All papers and slides from Ticer summer course

Preservation Planning: Planning for Optimal Long-term Digital Preservation Solutions
June 15th, JCDL Tutorial, Austin, presenters Hannes Kulovits, Andreas Rauber
http://www.jcdl2009.org/tutorials

DPE/Planets/CASPAR/nestor Joint Training Event: The Preservation challenge: basic concepts and practical applications
23-27 March 2009, Barcelona, Spain
http://www.wepreserve.eu/events/barcelona-2009/
Resources from this event
Presentations

DRAMBORA Auditors' Training Course
23-25 March 2009, Rome (third course)
http://www.repositoryaudit.eu/training/rome-2009/
9-11 February 2009, London (second course)
http://www.repositoryaudit.eu/training/london-2009/

nestor/DPE Spring School 2009 "Digitale Langzeitarchivierung: Von der Konzeption zur Umsetzung" ("Long-Term Digital Archiving: From conception to implementation")
16-20 March 2009
http://nestor.sub.uni-goettingen.de/spring_school_2009/index.php

DCC Digital Curation 101 Workshop
10-12 March 2009, London
http://www.dcc.ac.uk/events/digital-curation-101-2009/

2008

Digital Preservation Training Programme (DPTP), founded on Cornell’s Digital Preservation Management Workshop
20-22 October 2008, London
http://www.dptp.org/about/dptp-london-soas-october-2008/
3-5 March 2008, Edinburgh
http://www.dptp.org/about/dptp-edinburgh-march-2008/

DPE/Planets/CASPAR/nestor Joint Training Event: Starting out: Preserving Digital Objects - Principles and Practice
13-17 October 2008, Prague
http://www.wepreserve.eu/events/prague-2008/
Resources
Videos of presentations

First DRAMBORA Auditors' Training Course
13-17 October 2008, Prague
http://www.repositoryaudit.eu/training/prague-2008/

Planets, Preservation Planning with Plato (ECDL tutorial)
September 14th 2008, Aarhus
http://www.planets-project.eu/events/plato/

Planning the future with Planets: a preservation planning tutorial
14-15 April 2008, Vienna
http://www.planets-project.eu/events/pp-vienna-2008/

2007

Digital Preservation Training Programme (DPTP), founded on Cornell’s Digital Preservation Management Workshop
8-10 October 2007,London
http://www.dptp.org/about/dptp-london-october-2007/

Planets and DPE, Principles of Digital Preservation: a hands-on approach
October 1st 2007 - October 5th 2007, Vilnius
http://www.wepreserve.eu/events/dpe-planets-vilnius-2007/

6th DELOS International Summer School on Digital Preservation in Digital Libraries: Realising Possibilities (ISDL 2007)
3-8 June 2007 - Pisa (Italy)
http://www.delos.info/index.php?Itemid=268&id=517&option=com_content&task=view

Planets, DPE, CASPAR, DCC Joint Workshop on Developing an International Curation and Preservation

Training Roadmap

March 30th 2007, Nice

http://www.dcc.ac.uk/events/dicptr-2007/

nestor/DPE Winter School 2007 "Praktische Anwendungsfelder der digitalen Langzeitarchivierung" (Long-Term Digital Archiving: From conception to implementation")
11.-15. November 2007
http://nestor.sub.uni-goettingen.de/winter_school_2007/index.php?show=start

2006

5th DELOS International Summer School on Digital Preservation in Digital Libraries: Emerging Approaches (ISDL 2006)
4-10 June 2006 - San Miniato (Italy)
http://www.delos.info/index.php?Itemid=268&id=517&option=com_content&task=view

2005

4th DELOS International Summer School on Digital Preservation for Digital Libraries (ISDL 2005)
5-11 September 2005 - Sophia-Antipolis (France)
http://www.delos.info/index.php?Itemid=268&id=517&option=com_content&task=view

Supporting resources

DPE registry of training materials
includes e.g.
An Introduction to Digital Preservation, Manfred Thaller (slides), March 2009

Dorothea Salo, Preservation and institutional repositories for the digital arts and humanities, delivered at the Summer Institute for Data Curation at the University of Illinois, 21 May 2009 Slideshare version
Salo's blog reflections on this talk 1, 2

Tim Donohue
Digital Preservation in the Wild, Ensuring Enduring Access
A Forum on Digital Preservation, CARLI (Consortium of Academic and Research Libraries in Illinois), Champaign, Illinois, USA, July 21, 2009
Twitter comment: Good repository preservation exemplar IDEALS (Illinois) (from slide 19). Not complete DP yet but practical start

http://www.data-audit.eu/findings.html DAF case studies

David Rosenthal CNI keynote April 2009, How are we “Ensuring the Longevity of Digital Documents”?

• Blog version
• Video

Suetr: JISC repository Start Up & Enhancement Training (SUETr) programme
Repository Policy (18th February 2009, Aberystwyth), includes Kultur, Northampton, CADAIR (Aberystwyth), Leicester, MMU, Aston
http://suetr-rp.wikispaces.com/Speakers+Powerpoint+Presentations
Multi Media Deposits (30th March 2009, York), includes moving images (Shipley), images (Allinson), music (Ellis)
http://suetr.wikispaces.com/Speakers+Presentations

Drambora (Slideshare), Hofman, WePreserv conference, Nice, 30 October 2008
see also short paper (pdf 4pp) An Approach to Audit and Certification, July 2007

John F. Gantz, et al.
The Diverse and Exploding Digital Universe An Updated Forecast of Worldwide Information Growth Through 2011
IDC white paper, March 2008
On how much data there is in the world, is an update to this inaugural study by the same authors
The Expanding Digital Universe A Forecast of Worldwide Information Growth Through 2010
IDC white paper, March 2007
It was claimed this one covers digital preservation in 'more depth'. It does, but doesn't use the word preservation once. Instead, look for 'Archive'

The National Archives appraisal policy (pdf), Version 1 August 2004

2.1.3 Appraisal supports records management because, when carried out successfully, it:

• maintains the efficiency of departmental records management systems by limiting their contents to those records which are of continuing value, for business and archival purposes
• ensures that records of long-term or archival value are identified so that provision can be made for their preservation.

For the next twenty years TNA will accession records predominantly in paper form

TNA traditionally assessed the archival value of records with reference both to their provenance (the organisational and functional context in which they were created) and to their content. TNA will in future make an understanding of the functions which produced public records an overt, preliminary stage in appraisal work.

See Appendix 2: appraisal values

What would an IR appraisal policy look like?

Building a Terminology Bridge: Guidelines for Digital Information Retention and Preservation Practices in the Datacenter
SNIA, May 2009 (it’s a 48pp pdf)
From KeepIt blog: When we get to the terminology, it’s not short dictionary definitions, but well researched, and often anecdotal, collections of views on a term. Recommended.

John Casey, Jackie Proven & David Dripps
Managing IPR in Digital Learning Materials: A Development Pack for Institutional Repositories
TrustDR Trust in Digital Repositories, JISC project, 2007

Decision Tree for Selection of Digital Materials for Long-term Retention from Digital Preservation Coalition, Handbook

The DCC Curation Lifecycle Model
http://www.dcc.ac.uk/docs/presentations/DCC%20Lifecycle.pdf

PARSE.Insight: Draft Roadmap (for an e-infrastructure for Scientific Data) (pdf 28pp), 18 May 2009

Rossi, Christian, From distribution to preservation of digital documents, E-LIS, 27 Jun 2009
Good non-technical explanation and contextualisation of the technical layers that characterise the digital preservation problem

Reference works

Neil Beagrie and Maggie Jones, Preservation Management of Digital Materials: A Handbook, Digital Preservation Coalition, online edition version 1.0, May 2002, continually updated

Tools

AIDA self Assessment Toolkit
http://aida.jiscinvolve.org/toolkit
to enable your institution to perform self-assessment of your capacity, state of readiness, and overall capability for digital asset management. Mark II version of the Toolkit released May 2009

RODA Repositório de Objectos Digitais Autênticos demo server

CRiB Conversion and Recommendation of Digital Object Formats Demo Migration Workbench
see paper RODA and CRiB - A Service-Oriented Digital Repository, International Conference on Preservation of Digital Objects (iPRES), London, 2008

NDIIPP Partner Tools and Services Inventory
http://www.digitalpreservation.gov/partners/resources/tools/index.html
alphabetical list

DRAMBORA Digital Repository Audit Method Based on Risk Assessment toolkit
To use tool requires free registration and login

TRAC Trustworthy Repositories Audit and Certification Criteria and Checklist

NESTOR Catalogue of Criteria for Trusted Digital Repositories (pdf 48pp)
DCC on NESTOR Catalogue
see also this paper

P2 Registry Preserv2 - File Format Registry (beta)
semantically enhanced registry containing information to aid in the process of format management for digital preservation: format identification, risk management and transformation. Uses data pooled from many other sources including The National Archives (UK) Pronom registry and dbpedia
See also PRONOM-DROID, JHOVE, AONS, CRiB and collaborative developments such as Unified Digital Format Registry

PLATTER Planning Tool for Trusted Electronic Repositories
Introduction to PLATTER Repository Planning Checklist and Guidance DigitalPreservationEurope, D3.2, 25.03.2008

Bagit video Bagit: Transferring Content for Digital Preservation, Library of Congress
POSTED DATE: 06/24/2009, RUNNING TIME: 3:14
see also The BagIt File Packaging Format (V0.96) spec.

From the project proposal

Original project proposal (pdf) funded by JISC.

PLAN, policy

• Policy recommendations, Beagrie et al., Digital Preservation Policies Study, JISC, 30 October 2008
• Policy tool OpenDOAR Policies Tool
• Lifecycle DCC Curation Lifecycle Model
• Assessing what you’ve got: Data Audit Framework (DAF)

Sarah Jones and Ed Pinsent, Using DAF and AIDA to scope data management needs, DC101 Lite for JISC data management call, July 15th 2009, Leeds (slide presentation) "We’ll provide a quick overview to each tool then do an exercise on how to go about scoping requirements."
DAF Quick Start Guide, October 2009 "This guide is based on the lessons learned through DAF pilot projects and early exemplars"

Jones, Sarah, A report on the range of policies required for and related to digital curation 30 March 2009
Woollard, Matthew UK Data Archive Preservation Policy 26 March 2008

Repository preservation policy examples

IDEALS Digital Preservation Policy
https://www.ideals.uiuc.edu/handle/2142/2383

Costing

• LIFE 2 project costing model use part for repositories
  

see the documentary evidence provided for the SHERPA DP (June 23, 2008) and SHERPA-LEAP (June 23, 2008) case studies

• Apply findings from Beagrie et al., Keeping Research Data Safe: A Cost Model and Guidance for UK Universities, Final Report to JISC, April 2008

Describe

PREMIS

• Understanding PREMIS, Library of Congress Network Development and MARC Standards Office, 2009
• PREMIS Data Dictionary for Preservation Metadata, version 2.0, PREMIS (PREservation Metadata: Implementation Strategies) Preservation Metadata * Maintenance Activity, 2008
• PREMIS tutorials

OAIS

• The OAIS Reference Model, section 4B in Digital Preservation Management: Implementing Short-Term Strategies for Long-Term Problems, Cornell University, 2003

SIGNIFICANT PROPERTIES

• Gareth Knight, Framework for the definition of significant properties, version: V1 (pdf 49pp), AHDS, InSPECT Project, 05/02/2008
  

builds on ...

• Andrew Wilson, Significant Properties Report, V2 (pdf 10pp), AHDS, InSPECT Work Package 2.2, 10/04/2007
  
• For origins of Significant Properties see discussion of Significant Properties workshop, Digital Curation Blog, 26 March 2008
• For a file format view of sig. props see Manfred Thaller, File Formats, Significant Properties (pdf slides), October 14th, 2008