Experts Workgroup on preservation of digital memory

 

 

Rationale

Following the Council Resolution of 25 June 2002 on preserving tomorrow's memory - preserving digital content for future generations (2002/C 162/02) and in preparation of the International Conference in Firenze on 16/17 October 2003 under the coordination of the Italian Presidency, an experts workgroup was proposed to check the state-of-art and plan development as needed to implement the resolution principles. The workgroup has been leaded by the Erpanet and Minerva projects, under the chairing of the European Commission and the Italian Presidency.

In particular, the Council Resolution invites European Commission and Member States to report on current situation and to draw up an action plan as appropriate.

The participants list collects both names of experts involved in the preparation of the resolution or nominated by national authorities through the NRG (National Representatives Group), and names of experts involved in key initiatives worldwide.

The workgroup aims to reach 3 main goals:

·       draw a state-of-art of on-going initiatives and exchange of good practice;

·       draft a priorities agenda as a starting point to produce an action plan joint by Member States;

·       define the basis for building a European network and develop national initiatives.

This first activity was the star-up of a cooperative-process to define priorities and mechanisms to improve coordination and effectiveness of national and sectoral initiatives on digital preservation across Europe.

The work has been finalised into the “Firenze agenda” and successfully presented at the Conference in Firenze on 16-17 October under the Italian Presidency. At the same conference, two very interesting studies were presented: one on emergencies for digital memory, and one on the current legal situation on the field across Europe.

After that the agenda has been endorsed by the national representatives of 27 countries (Member States, Newly Accession States, Russia, Israel) at the 5th NRG meeting in Parma on 19 November. The NRG has endorsed this workgroup activity as complementary with the digitisation issue. Giving support both as experts participation and as network infrastructure and progress promotion.

The workgroup will continue activity after the conference in Firenze in order to feed a cooperation at European level, reinforce awareness and consensus on the initiative. The Dutch Presidency in the second semester of 2004, will organise a second conference on digital memory preservation where progress and workplan of the “Firenze agenda” will be presented and discussed with all the Member States representatives.


Firenze agenda

17 October 2003

The Italian Presidency, the European Commission, the ERPANET and MINERVA project are the promoters of this initiative in the philosophy of eEurope and linked to the National Representatives Group. The group of experts proposed an agenda with few, focussed objectives in response to the challenges of preserving digital memory. The focus addresses creation, preservation and access issues, including both digitised and born-digital objects. And also respects the interests of museum, libraries and archives, and the differences between media format. The agenda covers a short period (12-18 months) identifying concrete and realistic actions. This process is an open process integrating on-going actions and voluntary efforts of the experts. The experts have identified some initial responsibilities for each of the action, and progress will be reviewed in one year during the Dutch Presidency. The European Commission will submit the Firenze agenda to the National Representatives Group at the next meeting in Parma in November for endorsement and inviting each Member State to support the initiative. Future Presidencies are invited to coordinate the follow-up.

First, what are the problems and risks (Action area 1)? Probably the most important task today is to create awareness about risks and problems among decision-makers at all levels. Second, what initiatives are on-going and what technologies are available (Action area 2)? Third, what legal and regulatory implications and responsibilities must be addressed now and who is responsible at this moment in time to find solutions for digital memory preservation (Action area 3)?

Action area 1: create awareness & cooperation mechanisms

Community and consensus building is the first step. The initial focus is decision-makers. The expert group will work with user communities to capture their requirements and suggestions and develop suitable approaches to address those needs. They will build consensus beyond the current audience, towards professional bodies and establish cooperation with other initiatives in the field. The expert group will report regularly on progress and planning.

·        workgroup activity and events, like workshops, seminars, papers, helpdesk and electronic fora;

  • report of activity to NRG every 6 months.

Actors: ERPANET and MINERVA projects as coordinators.

ERPANET: coordination and web services for the expert group including forum, projects and literature assessment, the help-desk advisory service, erpaEprints; workshops on "trusted digital depositories" (Rome, November 2003); seminar on "scientific digital objects" (Lisbon, December 2003); publication of the workshops and seminars final reports.

MINERVA: network of the national representatives for promotion and for data collection; workshops or seminars or events organisation on the field like Bibliocom on 30 October; NRG report by the end of 2003 including a slot to present progress of the initiative.

DELOS: annual digital preservation summer school; annual state-of-the-art studies from the digital memory preservation cluster.

PRESTOSPACE: workshops or seminars or events organisation on the field; annual state-of-the-art on digital preservation for audio-video archives. Workshop on “user requirements for audio-visual preservation”, March 2004, Amsterdam.

Action area 2: exchange good practice & develop a common point of view

Data collection on current practices, selection and promotion of good practice are necessary steps to re-use progress and to develop a common knowledge basis on suitable approaches and technologies. The focus here is to identify the missing 'bits'. Lessons already learned from examples of good practice must feed into tutorials and papers (e.g., on digital collections, trusted repositories, metadata, IPR, selection criteria, web archiving) and must be the basis for specifying a 'European interoperable platform'.

  • 'state-of-the-art' on existing initiatives, good practice selection and promotion;
  • technology watch reports on emerging issues;
  • propose a research agenda on technological priorities and challenges about digital preservation;
  • training (skills) initiatives and programmes.
  • Stakeholders - users .....

Actors: ERPANET and DELOS projects as coordinators.

ERPANET: data collection and analysis to identify good practices: description and analysis of single and collective case studies and creation of erpatools; promotion of erpaAdvisory services; inform the preservation research agenda (see below).

DELOS: continued review and coordination of the NSF/DELOS Digital Preservation and Archiving research agenda; studies and papers on the field; production of recommendations.

DIGICULT FORUM: technology watch and tutorials on the field; contribution of technology specifications for a research agenda; creation of an ‘Action in the Preservation of Memory’ section in the Digicult.info Newsletter.

PRESTOSPACE: technology specifications for a research agenda for audio and video archives; production of recommendations. Meeting in collaboration with the FIAT annual conference, on “technical specifications and system architecture for an audio-visual integrated preservation system”, October 2004, Marseille.

MINERVA: data collection infrastructure for accumulation of good practice experience; training trials on the longterm sustainability of digitised scientific and cultural objects in cooperation with ERPANET and DELOS.

Action area 3: long-term policies and strategies

Lack of clear reference policies and responsibilities today is a serious risk in the future preservation of our memory. The expert group will stimulate the national/sectoral authorities to develop digital preservation policies, research/training programmes and trials as appropriate. In particular, the legal framework for electronic resources/records collections and deposits may be incomplete, not only for libraries and archives but also for e-government, for educational, for research and other environments of our information society. The adoption of a common agenda could be instrumental in catalysing national efforts on a coordinated framework at the European level and investment in collaborative public/private projects.

  • identify reference actors, within the Member States, to act as coordinating bodies for national initiatives and to produce recommendations;
  • analyse and compare current legal and regulatory contexts leading to specifications for suitable frameworks for stakeholders, in particular for memory institutions, for permanent access to digital deposits (with particular attention to objects that are "born digital ") and on-line registers of trusted preservation repositories;
  • study and propose suitable business models and costs analysis and long term funding strategies for public institutions;
  • foster cooperation with emerging international activities such as that being developed under the auspcies of UNESCO;
  • validate and promote the research agenda at EU and Member State levels with special emphasis on encouraging national funding agencies to allocate resources to enabling research in line with the evolving research agenda;
  • the Italian Presidency will lead this area, but it is crucial to have long-term commitment by future Presidencies and Member States authorities.

Actors: Italian and future Presidencies as coordinator.

ITALIAN PRESIDENCY: developing the report on risks and emergencies with at least other four cases and the report on legislation and policy frameworks; implementing web site for the initiative and ensuring continuity in cooperation with the future Presidencies.

PRESTOSPACE: Bridging the gap between technical results and service implementation, meeting in Paris, December 2004.

ERPANET: Improving the understanding of the inter-connectedness between e-government and e-citizenship viability and the long term authenticity and integrity of digital entities; provide an annual review of national policies and strategies; enhance and promote policy and legal framework tools.


 

ACTION PLAN

Action area 1: create awareness & cooperation mechanisms

·        workgroup activity and promotion [ICCU-ERPANET-MINERVA]

·        web pages creation and events calendar [ICCU-MINERVA-DELOS-ERPANET]

·        list of key documents and URLs [ERPANET]

·        newsletter with a slot on the experts group activity [ERPANET-ICCU] [the idea is to invite each expert in turn to report about his experience and activity within her/his country]

·        creation of an ‘Action in the Preservation of Memory’ section in the Digicult.info Newsletter [DIGICULT FORUM]

·        workshops or seminars organisation on the field [ERPANET-DELOS-PRESTOSPACE schedule]

·        annual state-of-the-art on digital preservation for audio-video archives [PRESTOSPACE]

·         a slot in the 2nd (Dec.2003) and the 3rd (Dec.2004) NRG report publication [MINERVA- ICCU]

·         report of activity to NRG every 6 months [MINERVA- ICCU]

Action area 2: exchange good practice & develop a common point of view

·         'state-of-the-art' on existing initiatives, case studies and erpatools, good practice selection and promotion [ERPANET-DELOS]

·         technology watch reports on emerging issues [DIGICULT FORUM]

·         propose a research agenda and recommendations on technological priorities and challenges about digital preservation [DELOS-PRESTOSPACE- DIGICULT FORUM]

·         training (skills) initiatives and programmes [MINERVA-ERPANET-DELOS]

·         annual digital preservation summer school [DELOS]

Action area 3: long-term policies and strategies

·         identify reference actors, within the Member States, to act as coordinating bodies for national initiatives and to produce recommendations also about e-government [ICCU]

·         analyse and compare current legal and regulatory contexts leading to specifications for suitable frameworks for stakeholders, in particular for memory institutions, for permanent access to digital deposits (with particular attention to objects that are "born digital ") and on-line registers of trusted preservation repositories [ICCU-ERPANET]

·         study and propose suitable business models and costs analysis and long term funding strategies for public institutions [ICCU-PRESTOSPACE]

·         foster cooperation with emerging international activities such as that being developed under the auspices of UNESCO [ICCU]

·         validate and promote the research agenda at EU and Member State levels with special emphasis on encouraging national funding agencies to allocate resources to enabling research in line with the evolving research agenda [ICCU & PRESIDENCIES OF THE UNION]