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DIGITAL PRESERVATION

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DIGITAL PRESERVATION Powered By Docstoc
					                                University of Pittsburgh
                             School of Information Sciences

IS 2674                 Digital Preservation, Spring 2009 Term
Time/Location           Wednesdays, Noon – 2:50 PM, 7 January – 22 April, 2009
Instructor              Bernadette G. Callery / bcallery@sis.pitt.edu
Teaching Assistant      Joel Blanco / jab160@pitt.edu
Office/Phone            SIS 612 / 412-624-4939
Office Hours            1:30 – 4:30 PM Mondays or by appointment


This syllabus and essential additional information on the assignments and class readings
is available on CourseWeb, course number 2094_26386. Be sure to always check the
CourseWeb site for any class updates or announcements during the week prior to each
class. In those cases where the versions of the assignments differ between versions, the
online version is the authentic one. All times noted in the syllabus are Eastern Standard
Time.

Course Rationale
The course will address the issues of creating and maintaining digital records, either
transformed from their original media of print, image or sound or born digital. The
audience for this course is the archivist, librarian or curator responsible for creating and
maintaining these digital collections and providing ongoing access to them. Issues
introduced in the course will include matters of the selection and preparation of materials
to be digitized, the choice of appropriate technologies and storage media for reformatting,
metadata standards to be used in the digitization process to assure authenticity and
options for the maintenance of the integrity and authenticity of digital materials.
Specific responsibilities of stewardship and access of the materials to be discussed
include disaster response and recovery and the determination of copyright and the
management of licenses at the level of an individual institution or a collaborative project.

Course Goals
Upon successful completion of this course, the student will be able to
    Reflect upon the various criteria that may affect selection of records for digital
      reformatting for long-term preservation including the information or evidential
      values of the record, the costs of digitization and long-term maintenance and the
      copyright status of records being considered for digitization
    Identify and distinguish between a range of appropriate reformatting solutions
      depending on the nature of the material and its expected use.
    Identify and apply the main types of metadata required for preservation of digital
      resources, as demonstrated through a metadata assignment
    Create specifications and policies for the addition of digital objects to a digital
      repository, including writing a sample policy for some aspect of digital
      preservation for an organizational type of your choice
    Make basic calculations to understand the relationship between resolution,
      compression ratios and file size.


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      Be prepared to evaluate emerging technologies for purposes of preservation and
       access
      Evaluate the economics of long-term storage options
      Be aware of organizations and institutions that are the leaders and innovators in
       solutions to digital preservation
      Analyze the success of various existing digital preservation projects

Course at a glance. Class meets on Wednesdays, 7 January – 22 April 2009, noon – 2:50
PM except for FastTrack Weekend when the combined onsite and online classes will
meet on Saturday, 28 March, from 8:30 – 11:30 AM.

Week/Date    Topics                                                 Speakers / Due Dates
Week 1,      Overview of the class, review of assignments,
7 Jan        introduction to the literature and issues of digital
             preservation
Week 2,      Digitization Basics – file formats, transformation     Joseph M. Newcomer
14 Jan       of content, file compression, calculations of file
             size
Week 3,      Longevity of formats. What does permanence
21 Jan       mean in the digital world?
Week 4,      Issues of selection and sustainability
28 Jan
Week 5,      Proposed standards and solutions for preservation      Joel Blanco
4 Feb        metadata, including PREMIS
Week 6,      Strategies for selection, authenticity and             Topic of final paper or
11 Feb       sustainability                                         project due
Week 7,      Collaborations and Digital Initiatives –               Joel Blanco
18 Feb       commercial and non-profit
Week 8,      Digital Repositories. Who‟s responsible for what       Aaron Brenner, ASC
25 Feb                                                              PREMIS Assignment
                                                                    due
Week 9,      Changes in economic and legal aspects of
4 March      scholarly publishing, including licensing
Week 10,     Spring Break
11 March
Week 11,     Preservation of digital text                           Denise Troll, CMU
18 Mar
Week 12,     Preservation of digital images                         Jim Burke, CIDDE
25 Mar                                                              Project (pt 1) due
Week 13,     Archiving the Web                                      Joel Blanco
28 March,    Combined onsite and online students meet during
FastTrack    FastTrack weekend, Saturday, March 28, 8:30 –
Weekend      11:30 AM. Onsite class does not meet on April 1
Week 14,     Preserving digital sound and video.                    Pat Shevlin,
8 Apr                                                               Preservation
                                                                    Technologies


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Week/Date     Topics                                                Speakers / Due Dates
Week 15,      Project management, working with vendors,             Project (pt 2)
15 Apr        disaster recovery                                     Research paper
Week 16,      What is digital curation?
22 Apr        Reports on projects and papers


Course Requirements and Grading

Assignment                                                % of Final     Due Date
                                                          Grade
Two précis, one from weeks 2-7 and one from weeks         20%            As noted
8-14, based on one of the weekly readings plus a
companion article that you select
Project report                                            10%            As scheduled
Class participation                                       10%            Throughout
PREMIS Metadata assignment                                20%            25 Feb 2009
Project (part 1)                                          20%            25 Mar 2009
Project (part 2)                                          20%            15 Apr 2009
Research paper                                            40%            15 April 2009

NOTE that for the final assignment, students may choose to participate in a group
project OR write a research paper.

Assignment 1 – 2 Precis (20 % of final grade)
Every student will select a total of 2 of the assigned weekly readings (1 from classes 2-7
and 1 from classes 8-15), or another reading that relates in some way to the week‟s
theme, and write a 1 page précis that discusses the chosen article.
    The précis should be posted by

Detailed discussion of précis assignment
    Students should come prepared for the week‟s discussion by preparing a total of
       two written précis based on the week‟s assigned readings. Students will select
       one reading from each of weeks 2-7 and from 8-15. A written précis will be
       limited to one page (single or double-spaced, no smaller than 10 point font,
       standard one-inch margins around).
    The précis should point out major or controversial arguments and should assess
       the success or failure of these arguments. Such an assessment might examine the
       author‟s background, author bias, sources, and clarity of arguments, supporting
       evidence, competing theories, documentation, organization and writing style. In
       the event that a student exceeds the number of précis required in a given set of
       meetings, the lowest marked précis will be replaced by the extra grade.
    All précis are expected to be at least at the “B” level, indicated by a check mark.
       A stronger précis will receive a check plus (A); a weaker one will receive a check
       minus (C). Students wishing to replace a low scoring précis may submit another
       one in another week with the higher grade replacing the lower.


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      Précis should be posted by noon (the beginning of the class period in which they
       are used for discussion) via the Assignment Tool for that week. No précis will be
       accepted after the class period for which they are assigned without the permission
       of the instructor.

Assignment 2. Report of a project, initiative or collaboration dealing with digital
preservation (10 % of final grade)
    Each pair of students will select one of the class session themes, identify a current
       project, initiative, or collaboration bearing on that theme, make a short
       presentation in class on the project and be prepared to post a discussion question
       relating to that theme on the class discussion board and be prepared to lead a
       discussion of no less than 5 minutes on that question during that class session.
    Students presenting must post a reference, with a short description, to their topic
       by 6 PM on the Tuesday before their class presentation on Wednesday. Please
       schedule your presentation through Joel Blanco, our teaching assistant, by sending
       him your first, second and third choices. He will maintain and post the calendar,
       with ideally no more than 3 project reports per class session.
    Students presenting on a topic will be responsible for responding to questions
       posted in class and on the discussion boards and will post a summary of their
       presentation and the discussion by 6 PM Tuesday following their presentation.

Class discussion. (10% of final grade)
All students are expected to participate in class discussion onsite as well as contribute to
the discussion boards and class blog. Discussion boards will be established for each
week‟s topic and the discussions will be open from 6 PM on the Tuesday prior to the
class session through 6 PM the following Tuesday.

Students are encouraged to share news items, new publications and information on
conferences on the discussion boards, with longer comments on any related topic posted
to the class blog. Students who do not fully participate in class discussions will receive
no higher than a B for this course.

Each student is encouraged to meet at least once during the course with the instructor in
order to discuss his or her progress and work on the assignments.

Assignment 3. Metadata assignment (20% of final grade)
Students will select and briefly describe a collection of digital documents that you want
to sustain over time, all of which are the same genre of materials, such as word-processed
documents, digital photographs or audio files. You will invent a metadata schema to
describe that collection, define the individual metadata elements and provide the
necessary descriptive data for those elements that describe the collection. Using that
schema, prepare sample metadata records for up to five individual items in that
collection. Display this information in a simple table, rather than a database, with the
first column being your metadata field, the second your actual metadata and the third the
PREMIS equivalent field. If your data doesn‟t map to PREMIS, note this and indicate
any necessary transformation that would be needed to translate the data into PREMIS.


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      This assignment will be due on 25 February.

Assignment 4. One of the two digital repository projects described below OR a research
paper (40% of final grade)

Students may choose to participate in either one of the digital repository projects
described below or write a research paper or critical bibliographic essay approximately
15-20 pages long on a topic related dealing with some specific aspect of digital
preservation.

Due Dates for Assignment 4:
Research paper:
    11 February – A one page statement of the topic or research question and
       preliminary bibliography of works consulted. The instructor will comment on the
       scope of the topic, but will not read successive drafts of the paper.
    15 April - Final version of the paper, with separate bibliography of works
       consulted.

Digital Repository Projects
    11 February - A brief description of the specific body of material intended for the
        digital repository
    25 March - Part 1 of the Digital Repository project due
    15 April – Part 2 of the Digital Repository project due

Documentation supporting the digital repository projects will include a project log
describing the development of the project, identification and location of the content and
the rationale for the technical and descriptive metadata standards adopted. Those
working on any of the repository projects may build a wiki within Courseweb to capture
and organize this information. Final documentation will include a complete set of the
permissions from the creators of the content, recommendations for migration in no less
than three years and a basic manual for adding new entries to the repository.

Digital repository project 1:
Identify and locate up to 20 digitized lectures presented by colloquia speakers or other
visiting lecturers to the SIS community or class lectures or other presentations made by
SIS faculty and place them in the SIS digital repository. For selected presentations by
past colloquia speakers, see the SIS section of Mediasite at
http://mediasite.cidde.pitt.edu/mediasite/catalog/, SIS section
http://mediasite.cidde.pitt.edu/mediasite/Catalog/Front.aspx?cid=0561474e-e57d-4c4d-
b8e0-2b6c42bd700c. Create a manual describing the process for those who will be
responsible for this content in the future, including instructions for adding to it and
migrating it over time. Create an introduction to this resource and advise where it could
be placed to encourage use of this material. You will need to consider issues of
permission to redistribute the lectures, the preservation metadata and the descriptive
content metadata.



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Digital repository project 2:
Propose another digital repository project in which you capture research data or other
data sets, preprints or other publications of an individual or group. Identify the relevant
copyright issues, determine restrictions on downloads or other uses and propose a plan
for sustaining this material. Create a manual describing the process for those who will be
responsible for this content in the future, including instructions for adding to it and
migrating it over time. Create an introduction to this resource and advise where it could
be placed to encourage use of this material.

Research paper or critical bibliographic essay
The research paper or critical bibliographic essay should relate to an in-depth treatment
of some aspect of digital preservation. Possible topics would include issues of
authenticity, digital longevity and collaborative development of preservation metadata.
This paper is intended to enable the student to do in-depth reading and study. These
papers should provide critical definitions as needed, review the literature reflecting the
nature of the scholarship on the digital preservation and evaluate that literature‟s strength
and weaknesses, including any conclusions about needs in the profession.

Style Manual
Students should adhere to the latest edition of the Chicago Manual of Style in the
preparation of any written assignments. For a shorthand version of the Chicago Manual
of Style, see the latest edition of Kate Turabian, A Manual for Writers of Term Papers,
Theses, and Dissertations. Papers submitted not meeting the standards of this style
manual will lose one letter grade for the particular assignment.

Class participation
Each student will be expected to participate fully and regularly in class discussions about
the readings and related assignments. Class discussion also includes participation in the
course discussion board and the course blog.

Concerning Students with Disabilities
If you have a disability for which you are or may be requesting an accommodation, you
need to contact your instructor and the Disability Resources and Services Office, by the
second week of the term. You may be asked to provide documentation of your disability
to determine the appropriateness of accommodations. The Disability Resources and
Services Office will verify your disability and determine reasonable accommodations for
this course. You may contact Disability Resources and Services by calling 412-648-7890
(Voice or TDD), 412-624-3346 (FAX) and 412-383-7355 (TTY) to schedule an
appointment. The office is located in 216 William Pitt Union.

Academic Integrity
Students in this class will be expected to comply with the University of Pittsburgh‟s
Policy on Academic Integrity. Any student suspected of violating this obligation for any
reason during the semester will be required to participate in the procedural process,
initiated at the instructor level, as outlined in the University Guidelines on Academic
Integrity. (See http://www.fcas.pitt.edu/academicintegrity.html for full policies regarding



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academic integrity)

Incompletes
Incomplete grades will not be given for this course unless the instructor is notified by
April 15, 2009 of the circumstances affecting a student‟s ability to complete the course
requirements by the assigned dates. Students are strongly urged to complete their course
requirements by May 18, 2009.

Required Texts

Howard Besser and Jennifer Trant, Introduction to Imaging, Revised edition. Los
Angeles, Getty Research Institute, 2003. On reserve TA1637 .B477 2003. Available
online at: http://www.getty.edu/research/conducting_research/standards/introimages/

Ross Harvey, Preserving Digital Materials (K.G. Saur, 2005). On reserve Z 701.3.C65
H37 2005

All other required and supplementary readings will be found online.

Additional Online Resources

Murtha Baca, ed. Introduction to art image access: Issues, tools, standards, strategies,
Getty Research Institute, 2002.
http://www.getty.edu/research/conducting_research/standards/intro_aia/index.html

CAMiLEON (Creative Archiving at Michigan and Leeds Emulating the Old on the New),
http://www.si.umich.edu/CAMILEON/

Council on Library and Information Resources (CLIR), http://www.clir.org

Digital Library Federation (DLF), http://www.diglib.org

Digital Preservation Coalition, http://www.dpconline.org

David Green, “Selected Cultural Heritage Digitization Bibliography,” NEDCC
preservation leaflet 6.9, 2007.
http://www.nedcc.org/resources/leaflets/6Reformatting/09SelectedCulturalHeritage.php

Anne R. Kenney and Oya Y. Rieger, Moving Theory into Practice: Digital Imaging for
Libraries and Archives (Mountain View, CA: Research Libraries Group, 2003).
http://www.library.cornell.edu/preservation/tutorial/contents.html
Library of Congress. Digital Preservation. http://www.digitalpreservation.gov/

National Digital Information Infrastructure and Preservation Program,
http://www.digitalpreservation.gov/index.html




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Northeast Document Conservation Center (NEDCC). http://www.nedcc.org/. See their
new Preservation Education Curriculum as well as their Preservation Leaflet series as
their Preservation Leaflets series.

Preserving Access to Digital Information (PADI), http://www.nla.gov.au/padi/

Research Libraries Group, RLG DigiNews, http://www.rlg.org/preserv/diginews/

Maxine K. Sitts, ed., Handbook for Digital Projects: A Management Tool for
Preservation and Access, 1st ed. (Andover, MA: Northeast Document Conservation
Center, 2000). Available at http://www.nedcc.org/oldnedccsite/digital/dighome.htm

UNESCO. Guidelines for the preservation of digital heritage, 2003.
http://unesdoc.unesco.org/images/0013/001300/130071e.pdf

E-Journals
Ariadne is a Web magazine for information professionals in archives, libraries and
museums in all sectors. Since its inception in January 1996 it has attempted to keep the
busy practitioner abreast of current digital library initiatives as well as technological
developments further afield. - http://www.ariadne.ac.uk

Current Cites: an annotated bibliography of selected articles, books, and digital
documents on information technology, edited by Roy Tennant.
http://lists.webjunction.org/currentcites

D-Lib Magazine. http://www.dlib.org/

First Monday. http://firstmonday.org/`

International Journal of Digital Curation. http://www.ijdc.net/index.php/ijdc

Wired. http://www.wired.com

Glossaries

Howard Besser and Jennifer Trant, Introduction to Imaging, Revised edition (Glossary),
available online at:
http://www.getty.edu/research/conducting_research/standards/introimages/

The CEDARS Project, “Working Definitions of Commonly Used Terms (for the
purposes of the Cedars Project),” available online
at: http://www.leeds.ac.uk/cedars/documents/PSW01.htm


WEEKLY READINGS




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Week 1 – Introduction to the course, its assignments, and the ongoing debate about
digitization as a means of preservation or access.

Paul Conway, “The relevance of preservation in a digital world.” NEDCC Preservation
Leaflet 6.4, 2007.
http://www.nedcc.org/resources/leaflets/6Reformatting/04RelevanceOfPreservation.php

Ross Harvey, “What is preservation in the digital age?” In his Preserving Digital
Materials, 1-16. Munich: K.G.Saur, 2005.

Week 2 – Digitization Basics – File formats, file compressions and resultant size.
Guest lecturer – Joseph M. Newcomer

“Basic terminology.” In Moving theory into practice: Digital imaging tutorial, 2003.
http://www.library.cornell.edu/preservation/tutorial/intro/intro-01.html

Francine Berman, “Got data? A guide to data preservation in the information age.”
Communications of the ACM 51(12): 50-56, 2008.
http://delivery.acm.org/10.1145/1410000/1409360/communications200812-
dl.pdf?key1=1409360&key2=3699649221&coll=GUIDE&dl=GUIDE&CFID=15423097
&CFTOKEN=25189692. The theme is this issue is “Surviving the Data Deluge.”

Howard Besser and Jennifer Trant, Introduction to Imaging, Revised edition available
online at: http://www.getty.edu/research/conducting_research/standards/introimages/

Ross Harvey, “Why do we preserve? Who should do it? In his Preserving Digital
Materials, 17-34.

Robert Spindler, “Digital Preservation,” NEDCC Preservation Leaflet 6.5, 2007.
http://www.nedcc.org/resources/leaflets/6Reformatting/05DigitalPreservation.php

Week 3 – Longevity of formats

Digital preservation,” in Moving theory into practice: Digital imaging tutorial, 2003.
http://www.library.cornell.edu/preservation/tutorial/preservation/preservation-01.html

Fred R. Byers, Care and handling of CDs and DVDs: A guide for librarians and
archivists. Washington, DC: CLIR, 2003.
http://www.clir.org/pubs/reports/pub121/contents.html

Ross Harvey, “Why there‟s a problem: Digital artifacts and digital objects,” and
“Preserve Objects approaches: New frontiers?” In his Preserving Digital Materials, 35-
52, 135-156.

Oya Y. Rieger. Preservation in the age of large-scale digitization: a white paper. CLIR
report no. 141, 2008. http://www.clir.or g/pubs/abstract/pub141abst.html



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Jeff Rothenberg , Ensuring the longevity of digital information, Washington, DC: CLIR,
1999. http://www.clir.org/pubs/archives/ensuring.pdf. (Note: This is an expanded
version of the article, “Ensuring the longevity of digital documents that appeared in the
January 1995 edition of Scientific American, 272(1), pp. 42-47.)

Students should begin to investigate various e-journals that deal with digital preservation
or the website of organizations that are concerned with digital preservation.

Week 4 – Issues of authenticity, selection, and sustainability. Authenticity and the
awareness of how the digitized object differs from the original

“Creating Sustainable Digital Collections: Part 1: Digital Issues ” In the NEDCC
Preservation Education Curriculum, 2008.
http://www.nedcc.org/curriculum/lesson.class10.overview.php

Paul Duguid, “Inheritance and loss? A brief survey of Google Books,” First Monday,
12(8), July 2007. http://www.firstmonday.org/issues/issue12_8/duguid/index.html

Ross Harvey, “What attributes of digital materials do we preserve?” In his Preserving
Digital Materials, 75-98. Munich: K.G. Saur, 2005.

Margaret Hedstrom, Christopher Lee, Judith Olson, Clifford Lampe, “ „The old version
flickers more:‟ Digital preservation from the user‟s perspective.” American Archivist 69
(Summer 2006): 159-187.

Abby Smith, Why digitize? Washington, DC, Council on Library and Information
Resources, 1999. http://www.clir.org/pubs/reports/pub80-smith/pub80.html

G. Thomas Tanselle, “Reproductions and Scholarship,” Studies in Bibliography 42 (Sep
1989): 25-54

Recommended Reading
Walter Benjamin, “The work of art in the age of mechanical reproduction,” pp. 217-252
in his Illuminations: essays and reflections, ed. By Hannah Arendt, New York, Schoken
Books, 1969. Available online at
http://web.bentley.edu/empl/c/rcrooks/toolbox/common_knowledge/general_communicat
ion/benjamin.html

Week 5 – Proposed solutions and standards for preservation metadata

ERA (Electronic Records Archives) at the US National Archives.
http://www.archives.gov/era/

Margaret Hedstrom, “Building record-keeping systems. Archivists are not alone on the
„Wild Frontier,‟” Archivaria 44 (Fall 1997): 44-71.



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Susan S. Lazinger, “ Models for syntactic and semantic interoperability: metalanguages
and metadata formats,” and “”Standards for structural interoperability: Frameworks and
wrapper technologies,” in her Digital preservation and metadata: history, theory,
practice,139-205. Englewood, CO: Libraries Unlimited, 2001.

PREMIS Final Report (May 2005), http://www.oclc.org/research/projects/pmwg/premis-
report.pdf. Also review Use of the Data Dictionary: PREMIS Examples (May 2005),
http://www.oclc.org/research/projects/pmwg/premis-examples.pdf

Chris Rusbridge, “Excuse me…Some digital preservation fallacies?” Ariadne 46
(January 2006) http://www.ariadne.ac.uk/issue46/rusbridge/

Stuart L. Weibel, “Border Crossings: Reflections on a Decade of Metadata Consensus
Building,” D-Lib Magazine, 11:7/8 (July/Aug 2006),
http://www.dlib.org/dlib/july05/weibel/07weibel.html

Recommended reading

Kenneth Thibodeau. "The Electronic Records Archives Program at the National Archives
and Records Administration," First Monday 12, no. 7 (July 2007) Available online at:
http://www.firstmonday.org/issues/issue12_7/thibodeau/index.html

National Archives of Australia, "Preserving electronic records."
http://www.naa.gov.au/records-management/secure-and-store/e-preservation/index.aspx

Martha Yee, “Cataloging compared to descriptive bibliography, abstracting and indexing
services and metadata,” Cataloging & Classification Quarterly, vol. 44, nos. ¾, 2007, pp.
307-327. E-journal

Week 6 – Strategies for authenticity, selection, and sustainability

David Bearman, “Reality and Chimeras in the Preservation of Electronic Records,” D-Lib
Magazine (Apr. 1999). http://www.dlib.org/dlib/april99/bearman/04bearman.html

Kevin Bradley, “Defining digital sustainability.” Library Trends 56(Summer 2007)

“Creating Sustainable Digital Collections: Part 2 : Digital Preservation.” In the NEDCC
Preservation Education Curriculum, 2008.
http://www.nedcc.org/curriculum/lesson.class11.overview.php

Janet Gertz, “Preservation and selection for digitization,” NEDCC Preservation leaflet
6.6.
http://www.nedcc.org/resources/leaflets/6Reformatting/06PreservationAndSelection.php




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Ross Harvey, “Overview of digital preservation strategies,” and "Preserve technology
approaches: Tried and tested methods.” In his Preserving Digital Materials, 99-
156. Munich: K.G. Sauer, 2005.

Ross Harvey, “Selection for preservation – the critical decision.” In his Preserving
Digital Materials, 53-74. Munich: K. G. Sauer, 2005.

Dan Hazen, Jeffrey Horrell, Jan Merrill-Oldham. Selecting research collections for
digitization. CLIR report no. 74. Washington, DC: CLIR, 1998.

Margaret Hedstrom and Clifford Lampe, "Emulation Vs. Migration: Do Users Care?"
RLG DigiNews 5.6 (2001),
http://digitalarchive.oclc.org/da/ViewObjectMain.jsp;jsessionid=84ae0c5f8240b7357450
b91e45309b069774fb93bfda?fileid=0000070511:000006281951&reqid=108447#feature
1

Diane Vogt-O‟Connor, “Selection of materials for scanning.” In Handbook for Digital
Projects: A management tool for preservation and access.
http://www.nedcc.org/oldnedccsite/digital/iv.htm

Donald Watters and John Garrett. Preserving Digital Information, Report of the Task
Force on archiving of digital information. CLIR report, 1996. pub no. 63.
http://www.clir.org/pubs/abstract/pub63.html

Week 7 – Digital Preservation Collaborations and Initiatives

CAMiLEON, Creative Archiving at Michigan and Leeds Emulating the Old on the
New. http://www.si.umich.edu/CAMILEON/ Scan this

Ann Green, JoAnn Dionne, and Martin Dennis, Preserving the Whole: A Two-Track
Approach to Rescuing Social Science Data and Metadata. Washington DC: CLIR 1999.
Available online at: http://www.clir.org/pubs/reports/pub83/contents.html

Ross Harvey, “Digital Preservation initiatives and collaborations,” and “Challenges for
the future of digital preservation.” In his Preserving Digital Materials, 157-180, 181-
198. Munich: K.G. Saur, 2005.

Interpares. (International Research on Permanent Authentic Records in Electronic
Systems) http://www.interpares.org/

Brian Lavoie, "Meeting the Challenges of Digital Preservation: The OAIS Reference
Model," OCLC Newsletter (Jan./Feb. 2000): 26-30. Available online at:
http://www2.oclc.org/oclc/pdf/news243.pdf
OR
Brian Lavoie, The Open Archival Information System Reference Model: Introductory
Guide. OCLC, 2004. http://www.dpconline.org/docs/lavoie_OAIS.pdf



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Week 8 - Digital Repositories.
[Aaron Brenner, University of Pittsburgh, Archives Service Center, guest speaker].

Lockss. http://www.lockss.org/lockss/Home

Maureen Pennock, "EPrints Digital Repository Software,"
http://www.dcc.ac.uk/resource/technology-watch/eprints/

MacKenzie Smith, et al., "DSpace: An Open Source Dynamic Digital Repository," D-
Lib Magazine 9.1 (2003), http://www.dlib.org/dlib/january03/smith/01smith.html

Thornton Staples, et al., "The Fedora Project: An Open-source Digital Object Repository
Management System," D-Lib Magazine 9.4 (2003),
http://www.dlib.org/dlib/april03/staples/04staples.html

Trusted digital repositories, attributes and responsibilities. Mountain View, CA:
Research Libraries Group-OCLC, 2002.
http://www.oclc.org/programs/ourwork/past/trustedrep/repositories.pdf

Exercise – Using the guidelines for stewardship discussed in Francine Berman‟s “Got
Data? A guide to data preservation in the information age,” Communications of the ACM
51(12): 50-56 (December 2008) draft a policy for long-term preservation of material held
in a digital repository. Note: the Communications of the ACM are available as an e-
journal via Pittcat.

Week 9 – Changes in economic and legal aspects of scholarly publishing, including
licensing of access rather than owning print copies.

Stephen Chapman, "Counting the Costs of Digitization: Is Repository Storage
Affordable?" Journal of Digital Information 4.2 (2003),
http://jodi.ecs.soton.ac.uk/Articles/v04/i02/Chapman/chapman-final.pdf

Susan Chun and Michael Jenkins, “Why digital asset management? A case study” RLG
DigiNews 10(6), 15 December 2006.
http://digitalarchive.oclc.org/da/ViewObjectMain.jsp;jsessionid=84ae0c5f8240c9a823dfd
d1f447cb67ca75ceeaedacd?fileid=0000068924:000005462018&reqid=4495#article1

Amy J. Kirchhoff. “Digital preservation: challenges and implementation.” Learned
Publishing 21(4): 285-294, 2008.

Susan Lazinger, “How much will it cost?” In her Digital preservation and metadata:
history, theory, practice,111-135, Englewood, CO: Libraries Unlimited, 2001.

Shelby Sanett, "Toward Developing a Framework of Cost Elements for Preserving
Authentic Electronic Records into Perpetuity," College & Research Libraries (Sept.
2002),
http://www.ala.org/ala/acrl/acrlpubs/crljournal/backissues2002b/september02/sanett.pdf


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See the PALINET presentation on Digital Asset Management systems by Tom Ceresini
at 2007 PALINET Conference
http://www.palinet.org/media/2007conferencepresentations/2007DigitalCollectionManag
ementSystems.pdf

For a bibliography of other material dealing with the economics of electronic scholarly
publishing, see the Scholarly Electronic Publishing Bibliography compiled by Charles
Bailey at http://www.digital-scholarship.org/sepb/sepb.html

Class exercise. You will be involved in decisions about retention and maintenance of
electronic content produced by others, such as e-journals. What are the arguments for
determining whose responsibility that maintenance is?
See Sarah Durrant. Long-term preservation. Results from a survey investigating
preservation strategies amongs ALPSP publisher members. 2008. Available at
www.alpsp.org/ForceDownload.asp?id=882
For more information on the Association of Learned and Professional Society Publishers,
see www.alpsp.org

Week 10 – Spring Break


Week 11 –Specific challenges of reformatting and preserving print media

Thomas H. Benton, “Authoritative Online Editions,” Chronicle of Higher Education, July
6, 2007. http://chronicle.com/jobs/news/2007/07/2007070601c/careers.html.

Denise Troll Covey. Acquiring copyright permission to digitize and provide open access
to books. Washington, DC, Council on Library and Information Resources, Digital
Library Federation, 2005. http://www.clir.org/pubs/reports/pub134/pub134col.pdf
troll@andrew.cmu.edu

Kalev Leetaru, “Mass book digitization: the deeper story of Google Books and the Open
Content Alliance,” First Monday 13(10), 6 October 2008.
http://firstmonday.org/htbin/cgiwrap/bin/ojs/index.php/fm/article/view/2101/2037

"The Persistence of Vision: Images and Imaging at the William Blake Archive," RLG
DigiNews 4.1 (2000), http://www.rlg.org/preserv/diginews/diginews4-1.html#feature1.
Also explore The William Blake Archive, http://www.blakearchive.org/blake/main.html

Week 12 - Specific preservation challenges of reformatting non-print media
Guest Lecturer: Jim Burke, CIDDE, on photo digitization projects

Murtha Baca, ed. Introduction to art image access: Issues, tools, standards, strategies,
Getty Research Institute, 2002.
http://www.getty.edu/research/conducting_research/standards/intro_aia/index.html




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The NINCH guide to good practice in the digital representation and management of
cultural heritage materials. Section VI. Capture and Management of Images. 2002.
http://www.nyu.edu/its/humanities/ninchguide/VI/

Week 13 – Archiving the Web and other born-digital material
NOTE that class meets Saturday, March 28, from 8:30 – 11:30 AM as part of the
FastTrack weekend. All students are required to attend.
NOTE that the onsite class does not meet on April 1.

Interview with Brewster Kahle, founder of the Internet Archive
http://www.si.umich.edu/jsb/

National Library of Australia. Guidelines for the preservation of digital heritage.
UNESCO, 2003. http://unesdoc.unesco.org/images/0013/001300/130071e.pdf

 “New Skills for a Digital era: A colloquium exploring the skills librarians, archivists, and
records managers need to flourish in the digital era,” 2006.
http://rpm.lib.az.us/NewSkills/. Skim this site, especially the case studies in Appendix 2.

Week 14 – Digital sound and video
Pat Shevlin – Preservation Technologies – Directory of Technology – video transfer

Capturing Analog sound for digital preservation: report of a roundtable discussion of
best practices for transferring analog discs and tapes. Washington, CLIR, 2006.
http://www.clir.org/pubs/reports/pub137/pub137.pdf

Recommended readings
Colorado Digitization Project, Digital Audio Best Practices. Version 2.0 Colorado
Digitization Program, Digital Audio Working Group, 2005.
http://www.cdpheritage.org/digital/audio/documents/cdpdabp_1-2.pdf

The NINCH guide to good practice in the digital representation and management of
cultural heritage materials. Section VII. Audio/Video capture and management. 2002.
http://www.nyu.edu/its/humanities/ninchguide/VII/

Sarah Stauderman. “Video format identification guide.”
http://videopreservation.stanford.edu/vid_id/

Week 15 – Project management, working with vendors, disaster recovery
Stephen Chapman, “Considerations for Project Management.” In Handbook for Digital
Projects, ed. by M.K. Sitts. Andover: NEDCC, 2000. Available online at:
http://www.nedcc.org/oldnedccsite/digital/iii.htm

Robin L. Dale, “Outsourcing and vendor relations,” NEDCC Preservation Leaflet 6.7,
2007.
http://www.nedcc.org/resources/leaflets/6Reformatting/07OutsourcingAndVendorRelatio
ns.php


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Janet Gertz. “Vendor Relations.” In Handbook for Digital Projects, ed. by M.K. Sitts,
Andover: NEDCC, 2000. Available online at
http://www.nedcc.org/oldnedccsite/digital/viii.htm

Stephen Chapman, “Developing Best Practices: Guidelines from Case Studies.” In
Handbook for Digital Projects, ed. by M.K. Sitts. Andover, NEDCC, 2000. Available
online at http://www.nedcc.org/oldnedccsite/digital/vii.htm

“Quality control.” In Moving theory into practice: Digital imaging tutorial, at
http://www.library.cornell.edu/preservation/tutorial/quality/quality-01.html

“Management.” In Moving theory into practice: Digital imaging tutorial, at
http://www.library.cornell.edu/preservation/tutorial/management/management-01.html

Week 16 – Reports on projects. What is digital curation?

Required reading:
Skim the program for DigCCurr 2009: Digital curation practice, promise and prospects at
http://ils.unc.edu/digccurr2009/

Recommended readings:
For DigCCurr 2007, including papers and presentations, see
http://ils.unc.edu/digccurr2007/

International Journal of Digital Curation. http://www.ijdc.net/index.php/ijdc




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