How much does it cost? The LIFE Project - costing models for digital curation and preservation

Digital preservation is concerned with the long-term safekeeping of electronic resources. How can we be confident of their permanence, if we do not know the cost of preservation? The LIFE (Lifecycle Information for E-Literature) Project has made a major step forward in understanding the long-term costs in this complex area. The LIFE Project has developed a methodology to model the digital lifecycle and to calculate the costs of preserving digital information for the next 5, 10 or 100 years. National and higher education (HE) libraries can now apply this process and plan effectively for the preservation of their digital collections. Based on previous work undertaken on the lifecycles of paper-based materials, the LIFE Project created a lifecycle model and applied it to real-life digital collections across a diverse subject range. Three case studies examined the everyday operations, processes and costs involved in their respective activities. The results were then used to calculate the direct costs for each element of the digital lifecycle. The Project has made major advances in costing preservation activities, as well as making detailed costs of real digital preservation activities available. The second phase of LIFE (LIFE2), which recently started, aims to refine the lifecycle methodology and to add a greater range and breadth to the project with additional exemplar case studies

Citation and peer review of data: moving towards formal data publication

This paper discusses many of the issues associated with formally publishing data in academia, focusing primarily on the structures that need to be put in place for peer review and formal citation of datasets. Data publication is becoming increasingly important to the scientific community, as it will provide a mechanism for those who create data to receive academic credit for their work and will allow the conclusions arising from an analysis to be more readily verifiable, thus promoting transparency in the scientific process. Peer review of data will also provide a mechanism for ensuring the quality of datasets, and we provide suggestions on the types of activities one expects to see in the peer review of data. A simple taxonomy of data publication methodologies is presented and evaluated, and the paper concludes with a discussion of dataset granularity, transience and semantics, along with a recommended human-readable citation syntax

The world is all grown digital.... How shall a man persuade management what to do in such times?

Understanding and communicating the cost and value of digital curation activities has now been recognised by a number of projects and initiatives as a very important factor in ensuring the longterm survival of digital assets. A number of projects have developed costing models for digital preservation but there remains a major problem with information assets (digital or otherwise) in that their value is difficult to express in terms that are readily understood by all the stakeholders, especially those who might fund their preservation. This paper introduces a range of issues concerning information value and business models for sustained funding of digital preservation, with particular reference to the espida Project recently completed at the University of Glasgow. This project has developed a model of information value that builds on the Balanced Scorecard approach to business performance developed by Kaplan and Norton. This model casts information curation as an investment where current and ongoing expenditure is incurred in order to produce future returns, benefiting a range of stakeholders. In this formulation, value is seen as multifaceted and, from the point of view of the individual or organisation funding the curation, explicitly related to the funder’s strategic goals. It also recognises that benefits may only accrue over the long term and that there is a risk that information that is preserved may fail to deliver any return. Examples discussed in the paper concern the establishment of an institutional repository and the establishment of an e-thesis service for an educational institution. It concludes that a deconstruction of benefits of this kind can be more quickly and fully understood even by stakeholders not necessarily expert in the curation field. This facilitates the production of a well-constructed case that clearly articulates information value and the benefit that accrues from its curation, which in turn allows senior management or other funders to make funding decisions based on understandable information: the basic premise of good practice in management. This is a commonly understood idea and one that the espida methodology helps fulfil

D3.2 Cost Concept Model and Gateway Specification

This document introduces a Framework supporting the implementation of a cost concept model against which current and future cost models for curating digital assets can be benchmarked. The value built into this cost concept model leverages the comprehensive engagement by the 4C project with various user communities and builds upon our understanding of the requirements, drivers, obstacles and objectives that various stakeholder groups have relating to digital curation. Ultimately, this concept model should provide a critical input to the development and refinement of cost models as well as helping to ensure that the curation and preservation solutions and services that will inevitably arise from the commercial sector as ‘supply’ respond to a much better understood ‘demand’ for cost-effective and relevant tools. To meet acknowledged gaps in current provision, a nested model of curation which addresses both costs and benefits is provided. The goal of this task was not to create a single, functionally implementable cost modelling application; but rather to design a model based on common concepts and to develop a generic gateway specification that can be used by future model developers, service and solution providers, and by researchers in follow-up research and development projects.<p></p> The Framework includes:<p></p> • A Cost Concept Model—which defines the core concepts that should be included in curation costs models;<p></p> • An Implementation Guide—for the cost concept model that provides guidance and proposes questions that should be considered when developing new cost models and refining existing cost models;<p></p> • A Gateway Specification Template—which provides standard metadata for each of the core cost concepts and is intended for use by future model developers, model users, and service and solution providers to promote interoperability;<p></p> • A Nested Model for Digital Curation—that visualises the core concepts, demonstrates how they interact and places them into context visually by linking them to A Cost and Benefit Model for Curation.<p></p> This Framework provides guidance for data collection and associated calculations in an operational context but will also provide a critical foundation for more strategic thinking around curation such as the Economic Sustainability Reference Model (ESRM).<p></p> Where appropriate, definitions of terms are provided, recommendations are made, and examples from existing models are used to illustrate the principles of the framework

The Role of Evidence in Establishing Trust in Repositories

This article arises from work by the Digital Curation Centre (DCC) Working Group examining mechanisms to roll out audit and certification services for digital repositories in the United Kingdom. Our attempt to develop a program for applying audit and certification processes and tools took as its starting point the RLG-NARA Audit Checklist for Certifying Digital Repositories. Our intention was to appraise critically the checklist and conceive a means of applying its mechanics within a diverse range of repository environments. We were struck by the realization that while a great deal of effort has been invested in determining the characteristics of a 'trusted digital repository', far less effort has concentrated on the ways in which the presence of the attributes can be demonstrated and their qualities measured. With this in mind we sought to explore the role of evidence within the certification process, and to identify examples of the types of evidence (e.g., documentary, observational, and testimonial) that might be desirable during the course of a repository audit.

Data preservation, the new science and the practitioner librarian

This paper outlines the information management principles of the so-called 'new science', and attempts to put these in the context of traditional library and information science principles. It gives a brief review of some work in the area, in particular focussing on the work show-cased by the annual digital preservation conference series hosted by the Digital Curation Centre in Scotland (http://www.dcc.ac.uk/). There is a danger that scientists (as opposed to LIS professionals) will apply the information management techniques of the new science to their own activities inappropriately, especially to research that is best curated as 'old' not new science. This is something on which information professionals are well placed to give advice and make judgements. More practice-oriented research is needed to enhance understanding of how traditional librarianship practices can be applied to the data intensive scientific research carried out by so-called 'virtual organisations'. This paper makes some initial suggestions about how the tools of library and information practice can be related to the 'new science'. In particular, it highlights their relevance to distinguishing between the information management needs of the 'old' and the 'new' sciences: these needs are quite distinct, though easily confused. This paper relates terms from pure science such as the virtual organisation, cyberinfrastructure and e-science to traditional LIS concepts, and tries to create an understanding of the relationship between the two disciplines for the library practitioner

Digital Preservation, Archival Science and Methodological Foundations for Digital Libraries

Digital libraries, whether commercial, public or personal, lie at the heart of the information society. Yet, research into their long‐term viability and the meaningful accessibility of their contents remains in its infancy. In general, as we have pointed out elsewhere, ‘after more than twenty years of research in digital curation and preservation the actual theories, methods and technologies that can either foster or ensure digital longevity remain startlingly limited.’ Research led by DigitalPreservationEurope (DPE) and the Digital Preservation Cluster of DELOS has allowed us to refine the key research challenges – theoretical, methodological and technological – that need attention by researchers in digital libraries during the coming five to ten years, if we are to ensure that the materials held in our emerging digital libraries are to remain sustainable, authentic, accessible and understandable over time. Building on this work and taking the theoretical framework of archival science as bedrock, this paper investigates digital preservation and its foundational role if digital libraries are to have long‐term viability at the centre of the global information society.

Keeping Research Data Safe 2: Final Report

The first Keeping Research Data Safe study funded by JISC made a major contribution to understanding of long-term preservation costs for research data by developing a cost model and indentifying cost variables for preserving research data in UK universities (Beagrie et al, 2008). However it was completed over a very constrained timescale of four months with little opportunity to follow up other major issues or sources of preservation cost information it identified. It noted that digital preservation costs are notoriously difficult to address in part because of the absence of good case studies and longitudinal information for digital preservation costs or cost variables. In January 2009 JISC issued an ITT for a study on the identification of long-lived digital datasets for the purposes of cost analysis. The aim of this work was to provide a larger body of material and evidence against which existing and future data preservation cost modelling exercises could be tested and validated. The proposal for the KRDS2 study was submitted in response by a consortium consisting of 4 partners involved in the original Keeping Research Data Safe study (Universities of Cambridge and Southampton, Charles Beagrie Ltd, and OCLC Research) and 4 new partners with significant data collections and interests in preservation costs (Archaeology Data Service, University of London Computer Centre, University of Oxford, and the UK Data Archive). A range of supplementary materials in support of this main report have been made available on the KRDS2 project website at http://www.beagrie.com/jisc.php. That website will be maintained and continuously updated with future work as a resource for KRDS users